YPO CONNECTICUT RIVER VALLEY INTEGRATED (EIN 061263411) - 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

1950

Legal Domicile

Principal Officer

MATTHEW SOMBERG

Phone

8602148681

Tax Period

2024-07-01 to 2025-06-30

YPO CONNECTICUT RIVER VALLEY INTEGRATED, founded in 1950, is a small nonprofit in the Youth Development sector that reported $738K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum.

Mission

YPO (YOUNG PRESIDENTS ORGANIZATION) CONNECTS SUCCESSFUL YOUNG CHIEF EXECUTIVES IN A GLOBAL NETWORK AND PROMOTES A SHARED MISSION: BETTER LEADERS THROUGH EDUCATION AND IDEA EXCHANGE.

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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 $14,000

Program Service Revenue $696,268

Investment Income $28,097

Other Revenue $0

TOTAL REVENUE $738,365

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $731,996

TOTAL EXPENSES $731,996

Year-over-Year Comparison

	2024	2023	Change
Revenue	$738,365	$572,667	+0.3%
Expenses	$731,996	$540,805	+0.4%
Net Income	$6,369	$31,862	-0.8%

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
PETER WIRTH	CHAPTER CHAIR/REGIONAL LIA	10.00	Officer Director	$0	$0	$0
EMILY BAILEY	VICE CHAPTER CHAIR	10.00	Officer Director	$0	$0	$0
MATT SOMBERG	FINANCE OFFICER	10.00	Officer Director	$0	$0	$0
JARED CARILLO	LEARNING OFFICER	10.00	Officer Director	$0	$0	$0
DAN MCMANMON	ASSISTANT LEARNING OFFICER	10.00	Officer Director	$0	$0	$0
KEITH CORNEAU	MEMBERSHIP OFFICER	10.00	Officer Director	$0	$0	$0
SONJA LABARBERA	DIVERSITY & INCLUSION/VICE MEMBERSHIP OFFICER	10.00	Officer Director	$0	$0	$0
DAVE HELLER	MEMBERSHIP ENGAGEMENT OFFI	10.00	Officer Director	$0	$0	$0
DON DROPPO	FORUM OFFICER	10.00	Officer Director	$0	$0	$0
NICOLE KNAEBEL	FAMILY OFFICER	10.00	Officer Director	$0	$0	$0
LIZ DETERANDO	SPOUSE OFFICER	10.00	Officer Director	$0	$0	$0
JANINE QUEENIN	SPOUSE FORUM OFFICER	10.00	Officer Director	$0	$0	$0
DAVID LOGAN	COMMUNICATION OFFICER	10.00	Officer Director	$0	$0	$0
BILL TRUDEAU	STRATEGIC ALLIANCE OFFICER	10.00	Officer Director	$0	$0	$0
SCOTT WAKEMAN	YPO GOLD CHAPTER OFFICER	10.00	Officer Director	$0	$0	$0
PAUL DOWD	YPO GOLD LIAISON	10.00	Officer Director	$0	$0	$0
SCOTT SADOWSKY	FORUM LIASON	10.00	Officer Director	$0	$0	$0
ERIK SOTO	FORUM LIASON	10.00	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	$738,365	$731,996	$857,982	$6,369
2024	No data	No data	No data	No data
2023	$407,520	$610,071	$566,169	$-202,551
2022	$626,875	$475,929	$771,439	$150,946
2021	$373,925	$300,007	$662,155	$73,918
2020	$436,308	$296,917	$558,184	$139,391
2019	$421,635	$434,315	$495,913	$-12,680

YPO CONNECTICUT RIVER VALLEY INTEGRATED