YPO 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

JEFF RUSSELL

Phone

2087319653

Tax Period

2024-07-01 to 2025-06-30

YPO INC, founded in 2005, is a small nonprofit that reported $357K in total revenue in fiscal year 2024.

Mission

WE SERVE OUR MEMBER ORGANIZATIONS BY EDUCATING AND SUPPORTING THEIR LEADERS BY WORKING WITH PROFESSIONAL RESOURCES TO ENHANCE MEMBERS' BUSINESS RELATIONSHIPS.

Program Service Accomplishments

Program 1

Expenses: $272,976 Revenue: $355,567

LEARNING CALENDAR 2024-2025 - THE PRIMARY GOAL IS TO ORGANIZE OPPORTUNITIES FOR OUR MEMBERSHIP TO LEARN, GROW AND INFLUENCE THEIR TEAMS AND COMMUNITY FOR IMPACT. THE PROGRAM HAD SEVERAL EVENTS...

LEARNING CALENDAR 2024-2025 - THE PRIMARY GOAL IS TO ORGANIZE OPPORTUNITIES FOR OUR MEMBERSHIP TO LEARN, GROW AND INFLUENCE THEIR TEAMS AND COMMUNITY FOR IMPACT. THE PROGRAM HAD SEVERAL EVENTS THROUGHOUT THE YEAR TO SUPPORT THE GOAL.

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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 $355,567

Investment Income $5

Other Revenue $1,509

TOTAL REVENUE $357,081

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,855

Fundraising Expenses $0

Program Expenses $272,976

Other Expenses $306,560

TOTAL EXPENSES $347,415

Year-over-Year Comparison

	2024	2023	Change
Revenue	$357,081	$345,303	+0.0%
Expenses	$347,415	$404,562	-0.1%
Net Income	$9,666	$-59,259	-1.2%

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

$48,749

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KERRI DANIELS	CHAPTER MANAGER	25	Officer	$48,749	$0	$48,749
JEFF RUSSELL	CHAPTER CHAIR	2	Officer Director	$0	$0	$0
JEFF HEATH	LEARNING OFFICER	2	Officer Director	$0	$0	$0
HALEY HENNESSEY	FINANCE OFFICER	2	Officer Director	$0	$0	$0
PAUL STANGER	FORUM OFFICER	2	Officer Director	$0	$0	$0
DAVID MARVIN	MEMBERSHIP ENGAGEMENT OFFICER	2	Officer Director	$0	$0	$0
SCOTT SCHLANGE	MEMBERSHIP OFFICER	2	Officer Director	$0	$0	$0
RYAN JENNINGS	ASSISTANT LEARNING OFFICER	2	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	$357,081	$347,415	$182,509	$9,666
2024	$345,303	$404,562	$330,019	$-59,259
2023	$365,578	$337,016	$215,528	$28,562
2022	$649,865	$318,403	$462,354	$331,462
2022	$350,115	$302,059	$478,814	$48,056
2021	$266,782	$231,426	$126,319	$35,356
2020	$222,171	$166,169	$86,891	$56,002