YPO INTERNATIONAL OF NEW MEXICO INC

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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

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

THE PURPOSE IS TO DEVELOP AND PROMOTE THE EXCHANGE OF IDEAS, EXPERIENCES AND PRACTICES PERTAINING TO THE PROBLEMS OF BUSINESS MANAGEMENT;TO TAKE AGGRESSIVE ACTION IN SUPPORT OF THOSE PRINCIPLES THAT WILL FURTHER THE DEVELOPMENT OF INDIVIDUAL INCENTIVE; AND TO TAKE ANY ACTION NECESSARY OR APPROPRIATE TO CARRY OUT THE FOREGOING PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $144,050 Revenue: $138,913

CREATE BETTER LEADERS THROUGH EDUCATION AND IDEA EXCHANGE BY PROVIDING CONVENTIONS AND MEETINGS THAT PROMOTE AND FACILITATE THE EXCHANGE OF IDEAS AND SHARED EXPERIENCES.

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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 $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

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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
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