2023-05-15T15:35:28-05:00 2022-06-30 BRUCE E BERNSTIEN & ASSOCIATES 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2021-07-01 131770417 YPO INC % TERRY WILSON YPOI 9725871500 225 E JOHN CARPENTER FWY 500 irving TX 75062 TERRY WILSON CFO 9725871500 2023-05-15 true TERRY WILSON 999009999 P01424343 2147060840 2 2021 2023-04-26 12:10:37Z TERRY WILSON 225 E JOHN CARPENTER FWY 500 irving TX 75062 135453445 false 7096 X www.ypo.org X 1951 NY YPO'S CORE MISSION IS TO DEVELOP "BETTER LEADERS THROUGH LIfelong Learning AND IDEA EXCHANGE". 17 17 288 10000 790407 0 96412580 106776668 6202119 22541686 9255666 4339224 1575268 1795867 113445633 135453445 0 0 0 0 40273495 41210191 0 0 0 56587693 92185383 96861188 133395574 16584445 2057871 225170372 309390735 160255294 258662250 64915078 50728485 YPO IS A GLOBAL MEMBERSHIP COMMUNITY OF LEADERS COMMITTED TO BECOMING BETTER LEADERS THROUGH LIFELONG LEARNING AND IDEA EXCHANGE. WITH ITS SOLE FOCUS ON CHIEF EXECUTIVES WITH EARLY CAREER SUCCESS, YPO IS THE PREMIER LEADERSHIP ORGANIZATION FOR CHIEF EXECUTIVES IN THE WORLD. YPO MEMBERS HARNESS THE KNOWLEDGE, INFLUENCE AND TRUST OF THE WORLDS MOST INFLUENTIAL AND INNOVATIVE BUSINESS LEADERS TO INSPIRE BUSINESS, PERSONAL, FAMILY AND COMMUNITY IMPACT. YPOS ORIGINAL IDEA REMAINS AS BOLD AS EVER: CREATE A SAFE HAVEN OF TRUST, WHERE BUSINESS LEADERS CAN FREELY EXCHANGE IDEAS AND LEARN TO BECOME BETTER LEADERS. YPO IS A UNIQUELY PERSONAL EXPERIENCE BASED UPON THE FOLLOWING STRATEGIC THEMES: 1. QUALITY GROWTH: FINDING PEERS WHEREVER THEY ARE TO REPLENISH CHAPTERS AND DEVELOP NEW MARKETS. 2. GLOBAL ADVANTAGE FOR EVERY MEMBER: LEVERAGING THE GLOBAL COMMUNITY TO BENEFIT EACH MEMBER; IDENTIFYING AND SHARING BEST PRACTICES AND INSIGHTS; AND ENABLING FAST EXCHANGE OF IDEAS AMONG MEMBERS. 3. EXPERIEN false false Annual in-person Global Leadership Conference and Edge was not scheduled for 2022. This annual conference provides education and training for incoming regional and chapter officers. In 2022, Leadership Services - DURING THE YEAR, SEVERAL IN-PERSON LEADERSHIP DEVELOPMENT WORKSHOPS (LDW) PROVIDED EDUCATION AND TRAINING FOR APPROXIMATELY 600 INCOMING REGIONAL AND CHAPTER OFFICERS. IN ADDITION, A LEADERSHIP MEETING FOR APPROXIMATELY 130 COMMITTEE MEMBERS WAS HELD FOR PLANNING AND PROGRAM DEVELOPMENT FOR THE ORGANIZATION. Chapter Support - with more than 480 chapters in 140+ countries worldwide, YPO members connect in all time zones, in every part of the world, every hour in the day. The YPO management team supports chapters through the sharing of best practices with members, officers, and chapter managers; educating chapter officers; providing forum, event, and learning support as well as providing regional funds to chapters in support of member-led programs. Network Support - YPO networks serve as the official interest-based and virtual communities' platform for members globally. There are more than 30 networks to choose from ranging from business, personal, social impact, and family networks and groups. Networks offer more than 600 annual events and engage members online through global conference calls and monthly communications. YPO networks are led by a member-elected chair, directed by a member executive committee and supported by the YPO management team to ensure a high-value, consistent experience. false false false true false false false false false true false false false true true true false false true true false false false false false false false false true false false false false false false false false false false false false false false true 172 0 true 288 true true true true UK false false false false false false false false true false X 17 17 false false false false true true true true true false true true true true true true true true true true false CA X TERRY WILSON 9725871500 225 E JOHN CARPENTER FREEWAY 500 irving TX 75062 MORDELL SCOTT CHIEF EXECUTIVE OFFICER 40.0 0.0 X 2033022 0 4841 MUFRAGGI XAVIER JP CHIEF EXECUTIVE OFFICER 40.0 0.0 X 953407 0 29919 WILSON TERRY L CHIEF FINANCIAL OFFICER 40.0 0.0 X 538878 0 23996 GOEBEL MELISSA CHIEF HUMAN RESOURCES OFFICER 40.0 0.0 X 464377 0 29900 MAHAN TRIPP ANDREW CHIEF SERVICES OFFICER 40.0 0.0 X 471187 0 8500 COLLINS Susannah Chief Chapters/Regions Officer 40.0 0.0 X 421280 0 29830 BUTTREY KAREN CHIEF CHAMPION EXPERIENCE OFFI 40.0 0.0 X 391402 0 22523 CENDRAL SABRINA CHEIF MARKETING STRATEGY&DIGIT 40.0 0.0 X 300251 0 3194 DAMMICCI ANTHONY Chief Marketing OFFICER 40.0 0.0 X 279696 0 12537 ORTEGA DENNIS DOUGLAS SENIOR DIRECTOR, STRATEGIC PAR 40.0 0.0 X 247066 0 25230 KESAVAMURTHY GAYATRI SENIOR DIRECTOR, IT 40.0 0.0 X 245522 0 13612 CHILUVERU SUNIL KUMAR DIGITAL SERVICES DIRECTOR 40.0 0.0 X 227895 0 25880 AVNET NICOLE EXECUTIVE PRODUCER 40.0 0.0 X 222279 0 18545 MACMILLAN SARAH DOUD HEAD OF FORUM AND LEARNING 40.0 0.0 X 202265 0 27072 MALLOW KIRSTEN HEAD OF YOS AND LEADERSHIP SVC 40.0 0.0 X 180880 0 18977 EIGEL LAURA MASTRANGELO CHEIF LEARNING OFFICER 40.0 0.0 X 149470 0 1692 CARREAU DEBBY YPO ELECTED DIRECTOR 2.0 0.0 X 0 0 0 CHANG YA PING CHAIR OF GLOBAL CONDUCT COMMIT 2.0 0.0 X X 0 0 0 CLEVELAND CYNTHIA CHAIR OF LEARNING COMMITTEE 2.0 0.0 X X 0 0 0 DEMIRJIAN RAFI GLOBAL DEPUTY CHAIRMAN 2.0 0.0 X X 0 0 0 ECONOMOU ANASTASIOS YPO CHAIRMAN 2.0 0.0 X X 0 0 0 GARCIA-CORDERO ANGEL YPO GOLD ELECTED DIRECTOR 2.0 0.0 X 0 0 0 HAMWI BASSEL CHAIR OF THE FORUM COMMITTEE 2.0 0.0 X X 0 0 0 HEPBURN ALAN CHAIR OF CHAPTERS&REGIONS COMM 2.0 0.0 X 0 0 0 HUTT POLLARD ELIZABETH YPO ELECTED DIRECTOR 2.0 0.0 X 0 0 0 IMBARDELLI PATRICK CHAIR OF THE EVENTS COMMITTEE 2.0 0.0 X X 0 0 0 KIGGEN CRAIG YPO ELECTED DIRECTOR 2.0 0.0 X 0 0 0 PARK INWON YPO ELECTED DIRECTOR 2.0 0.0 X 0 0 0 PATEL HASIT CHAIR OF NETWORK COMMITTEE 2.0 0.0 X X 0 0 0 PATODIA AMIT YPO ELECTED DIRECTOR 2.0 0.0 X 0 0 0 FISHER TODD BOARD SECRETARY 2.0 0.0 X X 0 0 0 RUBAGENGA EMERY CHAIR OF MEMBERSHIP COUNCIL CO 2.0 0.0 X X 0 0 0 SMITH THAYER CHAIR OF THE FINANCE COMMITTEE 2.0 0.0 X X 0 0 0 ZUCKER ELIZABETH CHAIR OF GOVERN&SUCCESSION COM 2.0 0.0 X X 0 0 0 7328877 0 296248 134 true true false HARVARD BUSINESS SCHOOL INTERACTIVE SOLDIERS FIELD BOSTON MA 02163 BUSINESS SEMINARS PG 2186461 TCS STARQUEST EXPEDITIONS INC 3131 ELLIOTT AVE 250 SEATTLE WA 98121 TOUR OPERATOR 9314000 SALESFORCECOM INC PO BOX 203141 DALLAS TX 753203141 IT SERVICES 5157636 DISNEY DESTINATIONS LLC 1500 EPCOT RESTORTS BLVD LAKE BUENA BISTA FL 32830 VACATION PACKAGE COM 1928023 FOCUSPOINT INTERNATIONAL INC 15830 FOLTZ PARKWAY STRONGSVILLE OH 44149 CRITICAL EVENT MGMT 1523621 159 106776668 106776668 UNIVERSITIES, SEMINARS & EXPERIENCES REVENUE 900099 22541686 22541686 22541686 2077132 2077132 0 0 0 0 0 2262092 2262092 2262092 2262092 0 0 0 0 0 0 0 0 0 FOCUS POINT REVENUE 524298 790407 790407 OTHER SERVICE REVENUE 900099 1451367 1451367 LOSS ON FOREIGN EXCHANGE 900099 -445907 -445907 1795867 135453445 23547146 790407 4339224 0 0 0 0 3860767 852567 3008200 0 32156647 21888949 10267698 716573 505080 211493 2380521 1550689 829832 2095683 1354645 741038 37942020 27850659 10091361 795134 4792 790342 81044 61888 19156 0 0 106986 106986 0 0 4799421 266869 4532552 7690213 4621596 3068617 0 949679 72923 876756 9524518 9334916 189602 0 22815288 22351192 464096 0 0 5377000 2599478 2777522 553866 553866 OPERATIONAL 1491655 815284 676371 RESOURCE 58559 58559 133395574 94190086 39205488 35329141 42021334 49914623 124225178 0 0 20944322 17961698 0 0 0 0 0 0 0 0 7241212 21746690 54808372 49048685 9975200 5759687 88573523 84963899 0 0 0 0 0 0 13192351 12712249 225170372 309390735 12725427 17890902 0 0 119289268 201692894 0 0 0 0 0 0 0 0 0 0 28240599 39078454 160255294 258662250 X 64915078 50728485 0 0 64915078 50728485 225170372 309390735 2057871 -16244464 X false true X true false false true false 2439791 805120 1634671 3441640 2924875 516765 48926941 45318690 3608251 5759687 0 DUE TO RELATED ENTITIES 26090602 LEASE LIABILITY 11234837 CHAPTER FUNDS HELD FOR INVESTMENT 1753015 39078454 X 119101995 -16244464 -16244464 135346459 106986 106986 135453445 133288588 133288588 106986 106986 133395574 FIN 48 (ASC 740) INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT PURPOSE MAY BE SUBJECT TO TAX UNDER IRC SECTION 511. THE ORGANIZATION DID NOT HAVE ANY MATERIAL UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2022 AND 2021. THEREFORE, NO MATERIAL TAX LIABILITY HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. Central America and the Caribbean Program Services Education and Seminars 880835 Central America and the Caribbean Program Services LEADER TRAINING/BMtg 253379 East Asia and the Pacific 43 Send agents to seminar 2450554 East Asia and the Pacific Program Services Education and Seminars 386781 East Asia and the Pacific Program Services LEADER TRAINING/BMtg 17656 Europe (Including Iceland and Greenland) 42 Send agents to seminar 3444276 Europe (Including Iceland and Greenland) Program Services Education and Seminars 6332768 Europe (Including Iceland and Greenland) Program Services LEADER TRAINING/BMtg 495450 Middle East and North Africa 17 Send agents to seminar 1210872 Middle East and North Africa Program Services Education and Seminars 457619 Middle East and North Africa Program Services LEADER TRAINING/BMtg 359482 North America 5 Send agents to seminar 1220350 North America Program Services Education and Seminars -520 South America 7 Send agents to seminar 437483 South America Program Services Education and Seminars 506411 South America Program Services LEADER TRAINING/BMtg 498411 South Asia 20 Send agents to seminar 630918 Sub-Saharan Africa 5 Send agents to seminar 1650745 Sub-Saharan Africa Program Services Education and Seminars 626 Sub-Saharan Africa Program Services LEADER TRAINING/BMtg 9164 134 5 139 19582725 1660535 21243260 false false false false false false X X true true X X X X X true false false MORDELL SCOTT CHIEF EXECUTIVE OFFICER 80222 956800 996000 0 4841 2037863 0 WILSON TERRY L CHIEF FINANCIAL OFFICER 323558 215320 0 0 23996 562874 DAMMICCI ANTHONY Chief Marketing OFFICER 97967 52500 129229 0 12537 292233 0 CHILUVERU SUNIL KUMAR DIGITAL SERVICES DIRECTOR 203795 24100 0 0 25880 253775 0 BUTTREY KAREN CHIEF CHAMPION EXPERIENCE OFFI 244181 147221 0 0 22523 413925 0 GOEBEL MELISSA CHIEF HUMAN RESOURCES OFFICER 256419 207958 0 0 29900 494277 0 CENDRAL SABRINA CHEIF MARKETING STRATEGY&DIGIT 268076 32175 0 0 3194 303445 0 COLLINS Susannah Chief Chapters/Regions Officer 250348 170932 0 0 29830 451110 0 MALLOW KIRSTEN HEAD OF YOS AND LEADERSHIP SVC 161380 19500 0 0 18977 199857 0 KESAVAMURTHY GAYATRI SENIOR DIRECTOR, IT 213522 32000 0 0 13612 259134 0 ORTEGA DENNIS DOUGLAS SENIOR DIRECTOR, STRATEGIC PAR 218941 28125 0 0 25230 272296 0 AVNET NICOLE EXECUTIVE PRODUCER 196279 26000 0 0 18545 240824 0 MAHAN TRIPP ANDREW CHIEF SERVICES OFFICER 285424 185763 0 0 8500 479687 MUFRAGGI XAVIER JP CHIEF EXECUTIVE OFFICER 677581 275826 0 0 29919 983326 MACMILLAN SARAH DOUD HEAD OF FORUM AND LEARNING 180665 21600 0 0 27072 229337 EIGEL LAURA MASTRANGELO CHEIF LEARNING OFFICER 14303 0 135167 0 1692 151162 BENEFIT PROVIDED TO OFFICERS FORM 990, SCHEDULE J, LINE 1A THE CEO AND EXECUTIVE LEADERSHIP TEAM ARE ALLOWED TO TRAVEL BUSINESS CLASS WHEN TRAVEL EXCEEDS 4 HOURS. The CEO is allowed to bring his/her spouse to board meetings and YPO pays for the spouse's airfare. PERSON RECEIVED A SEVERANCE PAYMENT OR CHANGE OF CONTROL PAYMENT FORM 990, SCHEDULE J, LINE 4A THE FOLLOWING PERSONS RECEIVED A SEVERANCE PAYMENT FOR 2021 DAMMICCI, ANTHONY E $129,229 EIGEL, LAURA MASTRANGELO $135,167 MORDELL, SCOTT $896,000 members or stockholders FORM 990, PART VI, LINE 6: YPO IS a membership organization. elect one or more members of the governing body FORM 990, PART VI, LINE 7A: This is a part of YPO'S governing structure as a membership organization. decisions of the governing body FORM 990, PART VI, LINE 7B: All Members of the organization receive an annual proxy mailing notifying them of the Annual Meeting of the Members of YPO, Inc. The primary purposes of this Annual Meeting will be to: 1) elect the YPO Regional Elected Directors whose Board terms are to begin this upcoming fiscal year, and 2) approve the auditors for the upcoming fiscal year-end audit. Members can either vote electronically or they can vote to approve two members to be their proxy. REVIEW PROCESS FORM 990, part vi, line 11b: A copy of the 990 is provided to the organization for review by the Chief Executive Officer, Chief Financial Officer, Chief Human Resources Officer, and Operations Director, Accounting and Treasury. Changes/corrections are made. A final draft is sent to and reviewed by the Finance Committee. Additional changes/corrections are made, if needed. Then the final copy of the 990 is reviewed by the Board of Directors before being filed. regularly and consistently monitor and enforce compliance with the policy FORM 990, PART VI, LINE 12C: Upon election to the Board of Directors for a 3 year term, a director is required to sign a comprehensive Conflict of Interest as outlined in the organization's governing document, the Policy & Procedures Manual. Upon hiring, all employees are required to sign a comprehensive Conflict of Interest as part of the employment documentation. It is part of the functions and responsibilities of the Global Conduct Committee for the organization to monitor and enforce compliance related to conflict of interest matters. process for determining compensation FORM 990, PART VI, LINE 15 A & B: The Compensation Philosophy of the organization provides a total compensation structure based on a market analysis approved by the Compensation Committee and Board of Directors. Compensation for executive positions fall within the 80-120% of the 75th percentile target. Up to a 50th percentile target of local markets is targeted to total compensation for other staff positions (non-executive), including consideration for market pricing, geography, and associate experience. available to the public FORM 990, PART VI, LINE 19: Available to members on our member website and to businesses we are working with BY request.