YOUNG PRESIDENTS ORGANIZATION 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

2005

Legal Domicile

Principal Officer

JOSIAH HAAS

Phone

4407818584

Tax Period

2024-07-01 to 2025-06-30

YOUNG PRESIDENTS ORGANIZATION INC, founded in 2005, is a small nonprofit that reported $798K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $329K, a strong 41% operating margin.

Mission

YOUNG PRESIDENTS ORGANIZATION, INC. - CLEVELAND CHAPTER IS A LOCAL CHAPTER OF THE YOUNG PRESIDENT'S ORGANIZATION, INC. ("YPO GLOBAL"). THE PURPOSE OF THE CHAPTER IS TO HELP ITS MEMBERS BECOME BETTER LEADERS THROUGH EDUCATION AND IDEA EXCHANGE. TO DO THIS, PROGRAMS, YOUNG PRESIDENTS ORGANIZATION, INC. - CLEVELAND CHAPTER IS A LOCAL CHAPTER OF THE YOUNG PRESIDENT'S ORGANIZATION, INC. ("YPO GLOBAL"). THE PURPOSE OF THE CHAPTER IS TO HELP ITS MEMBERS BECOME BETTER LEADERS THROUGH EDUCATION AND IDEA EXCHANGE. TO DO THIS, PROGRAMS, ACTIVITIES AND OTHER FUNCTIONS OF YPO ARE PLANNED, DEVELOPED, AND CONDUCTED THROUGH THE JOINT EFFORTS OF THE EXECUTIVE COMMITTEE, ITS COMMITTEES, THE OFFICERS, THE STAFF OF THE CHAPTER AND THE STAFF OF YPO.

Program Service Accomplishments

Program 1

THE CHAPTER HELD MEETINGS DURING THE YEAR TO FURTHER BUSINESS EDUCATION FOR YOUNG EXECUTIVES. MEETINGS CONSIST OF SPEAKERS, WORKSHOPS AND DISCUSSIONS.

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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 $0

Program Service Revenue $791,724

Investment Income $6,095

Other Revenue $0

TOTAL REVENUE $797,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $468,877

TOTAL EXPENSES $468,877

Year-over-Year Comparison

	2024	2023	Change
Revenue	$797,819	$670,896	+0.2%
Expenses	$468,877	$542,605	-0.1%
Net Income	$328,942	$128,291	+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

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
JAMES VAUGHAN	PAST CHAPTER CHAIR	0.50	Officer Director	$0	$0	$0
JASON DI MARCO	CO-CHAPTER CHAIR	1.00	Officer Director	$0	$0	$0
ADAM WALLENSTEIN	CO-CHAPTER CHAIR	2.00	Officer Director	$0	$0	$0
JOSIAH HAAS	LEARNING OFFICER	2.00	Officer Director	$0	$0	$0
TOM CHAREK	CO-ASSISTANT LEARNING OFFICER	2.00	Officer Director	$0	$0	$0
BEN KAMAN	CO-ASSISTANT LEARNING OFFICER	2.00	Officer Director	$0	$0	$0
MATT DAILEY	FINANCE OFFICER	2.00	Officer Director	$0	$0	$0
BRIAN KRUSE	MEMBERSHIP OFFICER	2.00	Officer Director	$0	$0	$0
DAVID LITTLE	MEMBERSHIP OFFICER	2.00	Officer Director	$0	$0	$0
VINCE VARIGLOTTI	FORUM OFFICER	0.50	Officer Director	$0	$0	$0
DAVE SOUDERS	AT LARGE	0.50	Director	$0	$0	$0
MEGAN FRANKEL	AT LARGE	0.50	Director	$0	$0	$0
LANNIE DAVIS-FRECKER	AT LARGE	0.50	Director	$0	$0	$0
KELCEY LEHRICH	AT LARGE	0.50	Director	$0	$0	$0
JASON FARRO	AT LARGE	0.50	Director	$0	$0	$0
OZ HACKETT	AT LARGE	0.50	Director	$0	$0	$0
DON NETTIS	YPO GOLD LIAISON	0.50	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	$797,819	$468,877	$562,658	$328,942
2024	$670,896	$542,605	$231,216	$128,291
2023	$542,552	$583,700	$102,925	$-41,148
2022	$1,010,382	$1,274,055	$144,073	$-263,673
2021	$267,020	$210,675	$407,746	$56,345
2020	$458,227	$340,977	$351,401	$117,250
2019	$373,656	$388,963	$234,151	$-15,307
2018	$472,581	$513,678	$249,458	$-41,097