YPO PASADENA INC (EIN 954209783) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

SANJAY SHETH

Phone

6268279851

Tax Period

2024-07-01 to 2025-06-30

YPO PASADENA INC, founded in 1990, is a small nonprofit that reported $329K in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $361K exceeded revenue, resulting in a 10% operating deficit.

Mission

THE STATED PURPOSE OF THE ORGANIZATION IS TO DEVELOP AND PROMOTE THE EXCHANGES OF IDEAS, EXPERIENCES, AND PRACTICES PERTAINING TO BUSINESS MANAGEMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $311,813

Investment Income $10,289

Other Revenue $6,400

TOTAL REVENUE $328,502

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $316,085

Other Expenses $361,495

TOTAL EXPENSES $361,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$328,502	$562,843	-0.4%
Expenses	$361,495	$560,771	-0.4%
Net Income	$-32,993	$2,072	-16.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS YOUNT	MEMBER ENGAGEMENT OFFICER	2.00	Officer Director	$0	$0	$0
JOHNNY HOU	CHAPTER CHAIR	2.00	Officer Director	$0	$0	$0
MIKE RILEY	LEARNING OFFICER	2.00	Officer Director	$0	$0	$0
QUEENA WEI	VICE LEARNING OFFICER	2.00	Officer Director	$0	$0	$0
BRYAN WALLEY	MEMBERSHIP OFFICER	2.00	Officer Director	$0	$0	$0
MATT BIGGINS	DIRECTORS-AT-LARGE	2.00	Director	$0	$0	$0
MIKE C CHEN	FORUM OFFICER	2.00	Officer Director	$0	$0	$0
CINDY FLYNN	SPOUSE/PARTNER OFFICER	2.00	Officer Director	$0	$0	$0
JASON HENNESSEY	COMMUNICATIONS OFFICER	2.00	Officer Director	$0	$0	$0
KERRY INOUYE	CHAPTER MANAGER	2.00	Director	$0	$0	$0
VANESSA DEW	ASSISTANT MEMBERSHIP OFFICER	2.00	Officer Director	$0	$0	$0
KURT LUGENBUHL	ASSISTANT FORUM OFFICER	2.00	Officer Director	$0	$0	$0
SANJAY SHETH	FINANCE OFFICER	2.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$328,502	$361,495	$313,506	$-32,993
2024	$562,843	$560,771	$346,499	$2,072
2023	$507,931	$530,663	$344,427	$-22,732
2022	$363,623	$405,012	$367,159	$-41,389
2021	$383,216	$266,037	$408,548	$117,179
2020	$384,776	$352,895	$291,369	$31,881

YPO PASADENA INC