2022-05-12T15:28:46-05:00 2021-06-30 BRUCE E BERNSTIEN & ASSOCIATES 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2020-07-01 131770417 YPO INC % TERRY WILSON YPOI 9725871500 225 E JOHN CARPENTER FWY 500 irving TX 75062 TERRY WILSON CFO 9725871500 2022-05-11 true TERRY WILSON 999009999 P01424343 2147060840 3 2020 2022-09-23 18:48:47Z TERRY WILSON 225 E JOHN CARPENTER FWY 500 irving TX 75062 147528189 false 7096 X www.ypo.org X 1951 NY YPO'S CORE MISSION IS TO DEVELOP "BETTER LEADERS THROUGH LIfelong Learning AND IDEA EXCHANGE". 18 18 291 10000 551000 0 94009648 96412580 18933028 6202119 2910746 9255666 1649881 1575268 117503303 113445633 0 0 0 0 35850620 40273495 0 0 0 77673446 56587693 113524066 96861188 3979237 16584445 144260690 225170372 101356511 160255294 42904179 64915078 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 2021. This annual conference provides education and training for incoming regional and chapter officers. The training provided to officers was shifted to a virtual platform during 2021 due to Covid. 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 40 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 true true false 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 165 0 true 291 true true true true UK false false false false false false false false true false X 18 18 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 1171039 0 29696 Magennis Sean PRESIDENT AND COO 40.0 0.0 X 515322 0 10856 WILSON TERRY L CHIEF FINANCIAL OFFICER 40.0 0.0 X 411715 0 26662 GOEBEL MELISSA CHIEF HUMAN RESOURCES OFFICER 40.0 0.0 X 335753 0 26957 MAHAN TRIPP ANDREW CHIEF SERVICES OFFICER 40.0 0.0 X 333618 0 7589 EIGEL LAURA MASTRANGELO CHIEF LEARNING OFFICER 40.0 0.0 X 322958 0 16779 DAMMICCI ANTHONY Chief Marketing OFFICER 40.0 0.0 X 310566 0 28320 COLLINS Susannah Chief Chapters/Regions Officer 40.0 0.0 X 309181 0 28002 KESAVAMURTHY GAYATRI SENIOR DIRECTOR, IT 40.0 0.0 X 308795 0 11513 BUTTREY KAREN CHIEF GOVERNANCE OFFICER 40.0 0.0 X 294209 0 19567 CHILUVERU SUNIL KUMAR DIGITAL SERVICES DIRECTOR 40.0 0.0 X 220560 0 23680 ORTEGA DENNIS DOUGLAS SPONSORSHIPS & ALLIANCES DIR 40.0 0.0 X 217236 0 19821 EASON JOSHUA D DIGITAL EXPERIENCE DIRECTOR 40.0 0.0 X 215689 0 9624 AVNET NICOLE EXECUTIVE PRODUCER 40.0 0.0 X 204442 0 15340 MUFRAGGI XAVIER JP CHIEF EXECUTIVE OFFICER 40.0 0.0 X 181809 0 0 MALLOW KIRSTEN CHIEF OF STAFF 40.0 0.0 X 156708 0 16171 EAST III MORRIS APPLICATION ENGINEERING DIRECT 40.0 0.0 X 148285 0 12040 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 NETWORKS COMMITTEE 2.0 0.0 X X 0 0 0 DEMIRJIAN RAFI CHAIR OF CHAPTERS&REGIONS COMM 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 YPO GOLD ELECTED DIRECTOR 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 LEARNING COMMITTEE 2.0 0.0 X X 0 0 0 PATODIA AMIT YPO ELECTED DIRECTOR 2.0 0.0 X 0 0 0 RITCHIE MIKE YPO ELECTED DIRECTOR 2.0 0.0 X 0 0 0 RUBAGENGA EMERY YPO ELECTED DIRECTOR 2.0 0.0 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 5657885 0 302617 118 true true false HARVARD BUSINESS SCHOOL INTERACTIVE SOLDIERS FIELD BOSTON MA 02163 BUSINESS SEMINARS PG 5745564 QENTELLI LLC 14241 DALLAS PARKWAY SUITE 540 DALLAS TX 75254 IT SERVICES 4855310 SALESFORCECOM INC PO BOX 203141 DALLAS TX 753203141 IT SERVICES 2133593 ANALYSTS INTERNATIONAL CORP 2400 MEADOWBROOK PARKWAY DULUTH GA 30096 CONTRACTOR SERVICES 1298866 EXTRAODINARY EVENTS 13425 VENTURA BLVD SUITE 300 SHERMAN OAKS CA 91423 PROGRAM EXPERIENCES 1223960 96 96412580 96412580 UNIVERSITIES, SEMINARS & EXPERIENCES REVENUE 900099 6202119 6202119 6202119 1268145 1268145 0 6 6 0 0 0 42070077 34082556 7987521 7987521 7987521 0 0 0 0 0 0 0 0 0 FOCUS POINT REVENUE 524298 551000 551000 OTHER SERVICE REVENUE 900099 1024262 1024262 1575262 113445633 7226381 551000 9255672 0 0 0 0 4310598 720529 3590069 0 30782946 21426262 9356684 651963 428812 223151 2287020 1452171 834849 2240968 1494416 746552 28150131 20751426 7398705 840519 5065 835454 214323 1878 212445 0 0 92323 92323 0 0 4190165 304031 3886134 6398656 3845408 2553248 0 873694 873694 1895472 1857739 37733 0 6253063 6125867 127196 0 0 6260412 3026559 3233853 575140 575140 OPERATIONAL 842595 798068 44527 RESOURCE 1200 1200 96861188 62239431 34621757 5579063 35329141 46858334 49914623 0 0 7513071 20944322 0 0 0 0 0 0 0 0 1434559 7241212 53648557 43673357 12796216 9975200 46760373 88573523 8542481 0 0 0 0 0 14776593 13192351 144260690 225170372 19496876 12725427 0 0 59168835 119289268 0 0 0 0 0 0 0 0 0 0 22690800 28240599 101356511 160255294 X 42904179 64915078 0 0 42904179 64915078 144260690 225170372 16584445 5426454 X false true X true false false true false 2439791 563376 1876415 2903162 2565220 337942 48305604 40544761 7760843 9975200 RIGHT OF USE ASSET 10173432 OTHER ASSETS 3018919 13192351 0 DUE TO RELATED ENTITIES 16581839 LEASE LIABILITY 11658760 28240599 118779763 5426453 5426453 113353310 92323 92323 113445633 96768865 96768865 92323 92323 96861188 Central America and the Caribbean 0 0 Program Services Education and Seminars -1942 East Asia and the Pacific 0 31 Send agents to seminar 2119083 East Asia and the Pacific 0 0 Program Services Education and Seminars 10421 East Asia and the Pacific 0 0 Program Services LEADER TRAINING/BMtg 51544 Europe (Including Iceland and Greenland) 0 31 Send agents to seminar 2754837 Europe (Including Iceland and Greenland) 0 0 Program Services Education and Seminars 52422 Europe (Including Iceland and Greenland) 0 0 Program Services LEADER TRAINING/BMtg 190086 Middle East and North Africa 0 12 Send agents to seminar 1069087 Middle East and North Africa 0 0 Program Services Education and Seminars 46 Middle East and North Africa 0 0 Program Services LEADER TRAINING/BMtg 34023 North America 0 10 Send agents to seminar 771840 North America 0 0 Program Services Education and Seminars 16184 North America 0 0 Program Services LEADER TRAINING/BMtg 18728 Russia and the Newly Independent States 0 0 Program Services Education and Seminars -2617 South America 0 6 Send agents to seminar 390341 South America 0 0 Program Services LEADER 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269166 53792 0 0 16779 339737 0 COLLINS Susannah Chief Chapters/Regions Officer 247465 61716 0 0 28002 337183 0 MALLOW KIRSTEN CHIEF OF STAFF 145458 11250 0 0 16171 172879 0 KESAVAMURTHY GAYATRI SENIOR DIRECTOR, IT 251045 57750 0 0 11513 320308 0 EASON JOSHUA D DIGITAL EXPERIENCE DIRECTOR 174439 41250 0 0 9624 225313 0 ORTEGA DENNIS DOUGLAS SPONSORSHIPS & ALLIANCES DIR 199816 17420 0 0 19821 237057 0 AVNET NICOLE EXECUTIVE PRODUCER 180589 23853 0 0 15340 219782 0 MAHAN TRIPP ANDREW CHIEF SERVICES OFFICER 276868 56750 0 0 7589 341207 0 MUFRAGGI XAVIER JP CHIEF EXECUTIVE OFFICER 54167 127642 0 0 0 181809 0 BENEFIT PROVIDED TO OFFICERS FORM 990, SCHEDULE J, LINE 1A THE CEO IS THE ONLY PERSON IN THE ORGANIZATION ALLOWED TO TRAVEL BUSINESS CLASS. PER CONTRACT, THE CEO CAN ONLY TRAVEL 1 CLASS ABOVE COACH (BUSINESS CLASS ON INTERNATIONAL FLIGHTS OR FIRST CLASS ON DOMESTIC FLIGHTS) WHEN TRAVEL EXCEEDS 4 HOURS. The CEO is allowed to bring his/her spouse to board meetings and YPO pays for the spouses 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 2020 EAST III, MORRIS $ 54,923 MAGENNIS, SEAN $275,000 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.