YPO INC YPO MAUMEE VALLEY CHAPTER (EIN 341613061) - 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

1968

Legal Domicile

Principal Officer

ROB BLEILE

Phone

4193457365

Tax Period

2024-07-01 to 2025-06-30

YPO INC YPO MAUMEE VALLEY CHAPTER, founded in 1968, is a small nonprofit that reported $197K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $275K exceeded revenue, resulting in a 40% operating deficit.

Mission

YPO IS COMMITTED TO THE DEVELOPMENT OF "BETTER PRESIDENTS THROUGH LIFELONG LEARNING AND IDEA EXCHANGE". PROVIDING A CHALLENGING COMMUNAL ENVIRONMENT PROMOTES THE EXCHANGE OF IDEAS AND SHARED EXPERIENCES, FACILITATES THE ACQUISITION OF KNOWLEDGE, INSPIRES THE DEVELOPMENT OF WISDOM AND STIMULATES CONTINUAL IMPROVEMENT OF THE INDIVIDUAL.

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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 $176,193

Program Service Revenue $2,767

Investment Income $16,049

Other Revenue $1,900

TOTAL REVENUE $196,909

Expense Breakdown

Grants Paid $3,015

Salaries & Benefits $76,359

Fundraising Expenses $0

Other Expenses $196,051

TOTAL EXPENSES $275,425

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,909	$334,026	-0.4%
Expenses	$275,425	$385,524	-0.3%
Net Income	$-78,516	$-51,498	+0.5%

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

$76,359

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN MCNERNEY	ENGAGEMENT OFFICER	2.00	Officer Director	$0	$0	$0
ROB BLEILE	LEARNING OFFICER	2.00	Officer Director	$0	$0	$0
BRADLEY BETZ	CHAPTER CHAIR	2.00	Officer Director	$0	$0	$0
LISA ROSEN	CHAPTER MANAGER	30.00	Director	$76,359	$0	$76,359
MIKE BUTCHER	FAMILY OFFICER	2.00	Officer Director	$0	$0	$0
SCOTT IRWIN	GOLD LIAISON	2.00	Director	$0	$0	$0
MICHAEL DEATON	FINANCE OFFICER	2.00	Officer Director	$0	$0	$0
JASON HARPER	ASSISTANT LEARNING OFFICER	2.00	Officer Director	$0	$0	$0
LISA OBERLIN	SPOUSE-PARTNER FORUM OFFIC	2.00	Officer Director	$0	$0	$0
ZACH OTTENSTEIN	STRATEGIC ALLIANCE OFFICER	2.00	Officer Director	$0	$0	$0
JEREMIAH JOHNSON	FORUM OFFICER	2.00	Officer Director	$0	$0	$0
CHAD KRIPKE	GOVERNANCE OFFICER	2.00	Officer Director	$0	$0	$0
HEIDI BOLLIN	AT LARGE	2.00	Director	$0	$0	$0
ELEANOR CLARK	SPOUSE PARTNER OFFICER	2.00	Officer 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	$196,909	$275,425	$515,780	$-78,516
2024	$334,026	$385,524	$480,293	$-51,498
2023	$362,870	$265,349	$531,491	$97,521
2022	$358,755	$247,707	$433,970	$111,048
2021	$359,964	$350,011	$322,922	$9,953

YPO INC YPO MAUMEE VALLEY CHAPTER