YPO NY LIBERTY INC (EIN 834258472) - 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

2018

Legal Domicile

Principal Officer

ILIYA ZOGOVIC

Phone

9734547542

Tax Period

2024-07-01 to 2025-06-30

YPO NY LIBERTY INC, founded in 2018, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 103% from the prior year, signaling strong growth momentum. The organization ran a surplus of $289K, a strong 25% operating margin.

Mission

TO DEVELOP AND PROMOTE THE EXCHANGE OF IDEAS, EXPERIENCES, AND PRACTICES (CONT. ON SCH. O) PERTAINING TO THE PROBLEMS OF AMERICAN BUSINESS MANAGEMENT.

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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 $1,136,901

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,136,901

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $174,753

Fundraising Expenses $0

Program Expenses $636,352

Other Expenses $672,442

TOTAL EXPENSES $848,195

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,136,901	$560,193	+1.0%
Expenses	$848,195	$195,534	+3.3%
Net Income	$288,706	$364,659	-0.2%

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

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

$208,420

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN HAZELTON	CHAPTER CHAIR	1.00	Officer Director	$0	$0	$0
ILIYA ZOGOVIC	FINANCE OFFICER	1.00	Officer Director	$0	$0	$0
MISHEL ALON	MEMBERSHIP OFFICER	1.00	Director	$0	$0	$0
LAUREN SALZ	MEMBER ENGAGEMENT	1.00	Director	$0	$0	$0
DAVID NACHMAN	LEARNING OFFICER	2.00	Director	$0	$0	$0
BONNIE HEMRAJANI	LEARNING VICE OFFICER	4.00	Director	$0	$0	$0
MIKE TWERSKY	FORUM OFFICER	1.00	Director	$0	$0	$0
SCOTT LEVENSON	ASSISTANT LEARNING OFFICER	2.00	Director	$0	$0	$0
MERIDITH EGYES	EXECUTIVE DIRECTOR	40.00	Officer	$208,420	$0	$208,420

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	$1,136,901	$848,195	$804,278	$288,706
2024	$560,193	$847,395	$652,002	$-287,202
2023	$779,998	$631,576	$652,748	$148,422
2022	$751,186	$437,277	$461,321	$313,909
2021	$262,030	$240,481	$189,008	$21,549
2020	$394,072	$349,674	$163,040	$44,398

YPO NY LIBERTY INC