YPO DALLAS CHAPTER (EIN 133516457) - 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

2007

Legal Domicile

Principal Officer

JOSHUA SEPKOWITZ

Phone

9728169363

Tax Period

2023-07-01 to 2024-06-30

YPO DALLAS CHAPTER, founded in 2007, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $961K left a modest 14% surplus.

Mission

YPO IS THE PREMIER LEADERSHIP ORGANIZATION OF CHIEF EXECUTIVES IN THE WORLD.

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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 (2023)

Revenue Breakdown

Contributions & Grants $995,050

Program Service Revenue $1,781

Investment Income $16,801

Other Revenue $100,000

TOTAL REVENUE $1,113,632

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,000

Fundraising Expenses $0

Program Expenses $787,945

Other Expenses $865,991

TOTAL EXPENSES $960,991

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,113,632	$946,689	+0.2%
Expenses	$960,991	$1,210,721	-0.2%
Net Income	$152,641	$-264,032	-1.6%

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

N/A

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
JOSHUA SEPKOWITZ	CHAPTER CHAIR	1.00	Officer Director	$0	$0	$0
MATTHEW HAGEN	VICE CHAIR, FORUM & ENGAGE	1.00	Officer Director	$0	$0	$0
JAQUELIN SEWELL	LEARNING OFFICER	1.00	Officer Director	$0	$0	$0
JARED DAY	MEMBERSHIP OFFICER	1.00	Officer Director	$0	$0	$0
MATT JOHNSON	FINANCE OFFICER	1.00	Officer Director	$0	$0	$0
CRISTIN ILES KAHALE	STRATEGIC ALLIANCE OFFICER	1.00	Director	$0	$0	$0
MEGAN JONES	SPOUSE OFFICER	1.00	Director	$0	$0	$0
BRADLEY WILLIAMS	NEW MEMBER ONBOARDING OFFI	1.00	Director	$0	$0	$0
SKIP HOWARD	AT LARGE MEMBER	1.00	Director	$0	$0	$0
STEVE SIGFUSSON	MEMBERSHIP VICE OFFICER	1.00	Director	$0	$0	$0
ROB KINGSBURY	AT LARGE MEMBER	1.00	Director	$0	$0	$0
ROBERT COVINGTON	PAST CHAPTER CHAIR	1.00	Director	$0	$0	$0
CHARLIE SHUFELDT	ASSISTANT LEARNING OFFICER	1.00	Director	$0	$0	$0
JEFF JONES	AT LARGE MEMBER	1.00	Director	$0	$0	$0
EDWARD CRAWFORD	AT LARGE MEMBER	1.00	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	No data	No data	No data	No data
2024	$1,113,632	$960,991	$710,443	$152,641
2023	$946,689	$1,210,721	$560,629	$-264,032
2022	$692,221	$757,954	$996,384	$-65,733
2021	$933,100	$749,512	$804,817	$183,588
2020	$918,439	$615,214	$548,530	$303,225
2019	$646,829	$570,439	$568,904	$76,390
2018	$826,197	$824,582	$165,288	$1,615

YPO DALLAS CHAPTER