YPO IOWA (EIN 421333052) - 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

2002

Legal Domicile

Principal Officer

BRIAN DUFFY

Phone

5153214050

Tax Period

2023-07-01 to 2024-06-30

YPO IOWA, founded in 2002, is a small nonprofit that reported $663K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $149K, a strong 22% operating margin.

Mission

FACILITATED PROGRAMS TO CREATE BETTER LEADERS ACCOMPLISHED THROUGH VARIOUS EDUCATIONAL OPPORTUNITIES THROUGHOUT THE YEAR. NO PART OF THE NET EARNINGS OF THE CORPORATION SHALL INURE TO THE BENEFIT OF ANY INDIVIDUAL, AND NO SUBSTANTIAL PART OF THE ACTIVITIES OF THE CORPORATION SHALL BE CARRYING ON PROPAGANDA OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION. THE CORPORATION IS EXPRESSLY PROHIBITED FROM MAKING ANY DISTRIBUTIONS OF INCOME TO ITS MEMBERS, DIRECTORS, OR OFFICERS, ALTHOUGH MEMBERS, DIRECTORS, OR OFFICERS MAY BE REIMBURSED FOR EXPENSES INCURRED WHILE CONDUCTING THE AFFAIRS OF THE CORPORATION.

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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 $2,000

Program Service Revenue $655,332

Investment Income $5,381

Other Revenue $0

TOTAL REVENUE $662,713

Expense Breakdown

Grants Paid $0

Salaries & Benefits $110,600

Fundraising Expenses $0

Other Expenses $403,421

TOTAL EXPENSES $514,021

Year-over-Year Comparison

	2023	2022	Change
Revenue	$662,713	$729,749	-0.1%
Expenses	$514,021	$733,655	-0.3%
Net Income	$148,692	$-3,906	-39.1%

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

$110,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODI HESTON	CHAPTER MANA	40.00	Officer	$110,600	$0	$110,600
BRIAN DUFFY	FINANCE OFFI	1.00	Officer Director	$0	$0	$0
JENNA KIMBERLY	FORUM OFFICE	1.00	Officer Director	$0	$0	$0
JON KOEHN	MEMBER VICE	0.50	Officer Director	$0	$0	$0
BRIAN LOFFREDO	MEMBER ENGAG	0.50	Officer Director	$0	$0	$0
MATT MCCOMBS	LEARNING OFF	2.00	Officer Director	$0	$0	$0
JOHN MICKELSON	CHAPTER CHAI	0.50	Officer Director	$0	$0	$0
TONY NIEDERT	MEMBERSHIP O	1.00	Officer Director	$0	$0	$0
SCOTT RARIDON	AST LEARNING	N/A	Officer Director	$0	$0	$0
MARC REIFENRATH	CHAPTER VICE	0.50	Officer Director	$0	$0	$0
JON SARGENT	PAST CHAPTER	2.00	Officer Director	$0	$0	$0
BEN VALLIER	MEMBER AT-LA	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	No data	No data	No data	No data
2024	$662,713	$514,021	$258,035	$148,692
2023	$729,749	$733,655	$120,393	$-3,906
2022	$370,657	$490,015	$382,582	$-119,358
2021	$302,413	$231,769	$243,657	$70,644
2020	$317,865	$329,955	$173,013	$-12,090
2019	$261,761	$301,007	$274,038	$-39,246
2018	$225,807	$226,568	$224,349	$-761

YPO IOWA