YPO INTERNATIONAL OF NEW MEXICO INC (EIN 201879149) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

DAVID BEDY

Phone

5053417000

Tax Period

2024-07-01 to 2025-06-30

YPO INTERNATIONAL OF NEW MEXICO INC, founded in 2001, is a small nonprofit that reported $139K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

CREATE BETTER LEADERS THROUGH EDUCATION AND IDEA EXCHANGE

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $138,913

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $138,913

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $144,050

Other Expenses $144,658

TOTAL EXPENSES $144,658

Year-over-Year Comparison

	2024	2023	Change
Revenue	$138,913	$154,958	-0.1%
Expenses	$144,658	$170,126	-0.1%
Net Income	$-5,745	$-15,168	-0.6%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ALAN SHETTLESWORTH	CHAIR	1.00	Officer	$0	$0	$0
MATT PROCTER	FORUM OFFICER	1.00	Officer	$0	$0	$0
DAVID BEDY	FINANCE OFFICER	1.00	Officer	$0	$0	$0
SCOTT GOODMAN	MEMBERSHIP OFFICER	1.00	Officer	$0	$0	$0
WILLIAM FEINBERG	LEARNING OFFICER	1.00	Officer	$0	$0	$0
CYNTHIA SCHULTZ	ASSISTANT LEARNING OFFICER	1.00	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	$138,913	$144,658	$105,542	$-5,745
2024	$154,958	$170,126	$111,287	$-15,168
2023	$113,364	$124,170	$126,455	$-10,806
2022	$137,519	$130,452	$137,487	$7,067
2021	$149,612	$69,067	$130,584	$80,545
2020	$76,803	$94,409	$49,649	$-17,606
2019	$107,392	$129,738	$76,505	$-22,346

YPO INTERNATIONAL OF NEW MEXICO INC