YPO INC (EIN 752988971) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

STEPHEN KROOTH

Phone

7033188558

Tax Period

2024-07-01 to 2025-06-30

YPO INC, founded in 1985, is a small nonprofit that reported $704K in total revenue in fiscal year 2017. Revenue surged 109% from the prior year, signaling strong growth momentum. Expenses of $613K left a modest 13% surplus.

Mission

TO DEVELOP AND PROMOTE THE STUDY AND EXCHANGE OF IDEAS, EXPERIENCES, AND PRACTICES PERTAINING TO ALL FACETS OF BUSINESS MANAGEMENT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,092,038

Investment Income $26,993

Other Revenue $0

TOTAL REVENUE $1,119,031

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $487,038

Other Expenses $749,988

TOTAL EXPENSES $749,988

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,119,031	$1,588,379	-0.3%
Expenses	$749,988	$1,321,188	-0.4%
Net Income	$369,043	$267,191	+0.4%

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
SID BANERJEE	STRATEGIC PL	3.00	Officer	$0	$0	$0
SAMPRITI GANGULI	MEMBERSHIP O	3.00	Officer	$0	$0	$0
KEITH GORDON	MEMBER. ENG.	3.00	Officer	$0	$0	$0
DEBBIE HERSHMAN	CHAPTER CHAI	7.00	Officer	$0	$0	$0
JULIE JUBEIR	SPOUSE OFFIC	3.00	Officer	$0	$0	$0
CHARLES MCCUSTER	FINANCE OFFI	5.00	Officer	$0	$0	$0
MICHAEL O'NEIL	MEMBERSHIP O	3.00	Officer	$0	$0	$0
BRINDA PRAKASH	SPOUSE OFFIC	3.00	Officer	$0	$0	$0
RUSS REEDER	MEMBERSHIP O	3.00	Officer	$0	$0	$0
ADRIAN RICH	TECHNOLOGY O	3.00	Officer	$0	$0	$0
ADAM ROBINSON	FAMILY OFFIC	3.00	Officer	$0	$0	$0
ADAM STEINER	FORUM OFFICE	3.00	Officer	$0	$0	$0
MYRON THOMAS	LEARNING OFF	3.00	Officer	$0	$0	$0
BURTON WHITE	ASST LEARN.	3.00	Officer	$0	$0	$0
SAMIRA WOODINGS	SPOUSE OFFIC	3.00	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	$1,119,031	$749,988	$1,671,005	$369,043
2024	No data	No data	No data	No data
2023	$898,304	$1,047,346	$1,046,940	$-149,042
2022	$1,292,317	$792,600	$1,178,737	$499,717
2021	$384,439	$547,629	$669,470	$-163,190
2020	$414,493	$623,184	$825,350	$-208,691
2019	$1,347,125	$762,307	$1,045,983	$584,818
2018	$703,761	$612,655	$466,514	$91,106

YPO INC