YPO INC (EIN 131770417) - 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

1951

Legal Domicile

Principal Officer

BRIKTY ZEGGAI

Phone

9725871500

Tax Period

2024-07-01 to 2025-06-30

YPO INC, founded in 1951, is a major nonprofit that reported $222.7M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $206.4M left a modest 7% surplus.

Mission

YPO'S CORE MISSION IS TO DEVELOP "BETTER LEADERS THROUGH LIfelong Learning 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 $136,902,400

Program Service Revenue $68,532,131

Investment Income $12,721,508

Other Revenue $4,543,940

TOTAL REVENUE $222,699,979

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,840,268

Fundraising Expenses $0

Other Expenses $151,549,005

TOTAL EXPENSES $206,389,273

Year-over-Year Comparison

	2024	2023	Change
Revenue	$222,699,979	$193,051,983	+0.2%
Expenses	$206,389,273	$173,499,387	+0.2%
Net Income	$16,310,706	$19,552,596	-0.2%

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

294

Volunteers

10000

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

$675,851

Total Directors

Key Employees

$3,813,341

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SMITH THAYER	CHIEF EXECUTIVE OFFICER	40.0		$920,327	$27,769	$948,096
FOX GARETH	CHEIF PEOPLE OFFICER	40.0	Key Emp	$650,919	$30,476	$681,395
STAKICH CHRIS	CHIEF EXPERIENCE OFFICER	40.0	Key Emp	$589,854	$50,983	$640,837
BENDETTI ROBERT	CHIEF FINANCIAL OFFICER	40.0	Officer	$428,217	$17,870	$446,087
POORMAN RYAN	HEAD OF TECHNOLOGY	40.0	Key Emp	$351,458	$56,471	$407,929
SARKAR AJAY	SALESFORCE TECHNOLOGIES DIRECT	40.0	Highest	$292,545	$46,740	$339,285
IROZURU IKE	HEAD OF MEMBERSHIP	40.0	Key Emp	$281,115	$44,017	$325,132
MACMILLAN SARAH DOUD	HEAD OF FORUM	40.0	Key Emp	$259,238	$61,238	$320,476
ZEGGAI BRIKTY	HEAD OF FINANCE	40.0	Key Emp	$272,257	$44,393	$316,650
MALLOW KIRSTEN KAY	HEAD OF CHAMPION EXPERIENCE	40.0	Key Emp	$255,419	$35,446	$290,865
PALUCH MICHELLE	HEAD OF HUMAN RESOURCES	40.0	Key Emp	$273,550	$13,036	$286,586
CHMIELEWSKI KELLY	HEAD OF MARKETING&COMMUNICATIO	40.0	Key Emp	$250,299	$24,065	$274,364
PETTIT LAUREN	HEAD OF MEMBER CARE	40.0	Key Emp	$254,110	$14,997	$269,107
SZYPER PAULA	SENIOR DIRECTOR,SP PROJECT	40.0	Highest	$231,039	$37,251	$268,290
REDLIEN COREY	ENGINEERING DIRECTOR	40.0	Highest	$249,672	$15,968	$265,640
HENEY PAULETTE	GLOBAL LEADERSHIP EVENTS DIR	40.0	Highest	$209,921	$42,957	$252,878
FARID NAIB	ADVISOR TO THE MANAGING DIRECT	40.0	Officer	$227,130	$2,634	$229,764
BABALOLA SEAN	SALEFORCE ARCHITECT	40.0	Highest	$213,121	$16,480	$229,601
ALMOAYED SOFYAN	YPO GLOBAL CHAIRMAN	2.0	Officer Director	$0	$0	$0
ARCUCCI MAURO	YPO ELECTED DIRECTOR	2.0	Director	$0	$0	$0
GARDNER MEGAN	CHAIR OF THE FINANCE COMMITTEE	2.0	Director	$0	$0	$0
SUTTON DAVE	YPO ELECTED DIRECTOR	2.0	Director	$0	$0	$0
CARREAU DEBBY	CHAIR OF COMPENSATION&HR COMMI	2.0	Director	$0	$0	$0
JACOBSEN BRENDA	CHAIR OF GLOBAL CONDUCT COMMIT	2.0	Director	$0	$0	$0
MARASH ALAN	CHAIR OF CHAPTERS&REGIONS COMM	2.0	Director	$0	$0	$0
CHEO MICHELLE	CHAIR OF LEARNING COMMITTEE	2.0	Director	$0	$0	$0
WANG SAM	YPO ELECTED DIRECTOR	2.0	Director	$0	$0	$0
HABBAB SELIN	CHAIR OF NETWORKS COMMITTEE	2.0	Director	$0	$0	$0
HALAWI RIMA	CHAIR OF FORUM COMMITTEE	2.0	Director	$0	$0	$0
KEITH BRETT	YPO ELECTED DIRECTOR	2.0	Director	$0	$0	$0
WATT RAYMOND	CHAIR OF DIGITAL EXPERIENCE CO	2.0	Director	$0	$0	$0
ZUBERI AHMAD	CHAIR OF MEMBERSHIP COMMITTEE	2.0	Director	$0	$0	$0
RODAL ALEX	CHAIR OF EVENT COMMITTEE	2.0	Director	$0	$0	$0
PHILLIPS ALLISON	MANAGING DIRECTOR	40.0	Officer	$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	$222,699,979	$206,389,273	$419,197,448	$16,310,706
2024	$193,051,983	$173,499,387	$388,371,980	$19,552,596
2023	$199,155,966	$189,831,102	$332,349,542	$9,324,864
2022	$135,453,445	$133,395,574	$309,390,735	$2,057,871
2021	$113,445,633	$96,861,188	$225,170,372	$16,584,445
2020	$117,503,303	$113,524,066	$144,260,690	$3,979,237
2019	$129,389,234	$126,476,933	$208,072,311	$2,912,301

YPO INC