YPO NORTHERN INDIANA CHAPTER INC

EIN: 850809998 Community Improvement

ROANOKE, IN

Total Revenue
$145,869
Total Expenses
$253,144
Total Assets
$100,811
Net Assets
$100,811
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
IN
Principal Officer
RICHARD R WATERFIELD
Phone
2603018792
Tax Period
2023-07-01 to 2024-06-30

YPO NORTHERN INDIANA CHAPTER INC, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $146K in total revenue in fiscal year 2023. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $253K exceeded revenue, resulting in a 74% operating deficit.

Mission

THE PURPOSE OF THIS ORGANIZATION IS TO DEVELOP AND PROMOTE THE EXCHANGE OF IDEAS, EXPERIENCES AND PRACTICES PERTAINING TO BUSINESS MANAGEMENT AND PERSONAL GROWTH; TO TAKE AGGRESSIVE ACTION IN SUPPORT OF THOSE PRINCIPLES THAT WILL FURTHER THE DEVELOPMENT OF INDIVIDUAL INCENTIVE; AND TO TAKE ANY ACTION NECESSARY OR APPROPRIATE TO CARRY OUT THE FOREGOING PURPOSES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $145,128
Program Service Revenue $0
Investment Income $741
Other Revenue $0
TOTAL REVENUE $145,869

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $253,144
TOTAL EXPENSES $253,144

Year-over-Year Comparison

2023 2022 Change
Revenue $145,869 $506,354 -0.7%
Expenses $253,144 $298,268 -0.2%
Net Income $-107,275 $208,086 -1.5%
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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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
10

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
4
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SCOTT ARNOLD MEMBER ENGAG 2.00
Director
$0 $0 $0
KEVAN BIGGS PAST CHAIR 2.00
Director
$0 $0 $0
MARK BROUGH STRATEGIC AL 2.00
Director
$0 $0 $0
CLIFFORD ELLIS AST LEARNING 2.00
Director
$0 $0 $0
RYAN HARRIS DIRECTOR AT- 2.00
Director
$0 $0 $0
JAMES KELLEY CHAIR 2.00
Officer Director
$0 $0 $0
DAVID OTTENWELLER MEMBER OFFIC 2.00
Director
$0 $0 $0
JEREMY SENK FORUM OFFICE 2.00
Director
$0 $0 $0
STEPHEN STEWART LEARNING OFF 2.00
Director
$0 $0 $0
RICHARD R WATERFIELD FINANCE OFFI 2.00
Officer Director
$0 $0 $0
STEFANIE WATERFIELD SPOUSE OFFIC 4.00
Officer Director
$0 $0 $0
LARRY WEIGAND DIRECTOR AT- 2.00
Director
$0 $0 $0
TAYLOR MALIN CHAPTER MANA 5.00
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 No data No data No data No data
2024 $145,869 $253,144 $100,811 $-107,275
2023 $506,354 $298,268 $208,086 $208,086
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