2025-11-03T14:51:23-06:00 2024-12-31 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2024-01-01 204997641 YPO EMPIRE STATE INC YPOE 6467372130 90 CHELMSFORD RD ROCHESTER NY 14618 ERIN JORDAN OFFICER 6467372130 2025-10-30 1 1 MARK FORTE P00441630 5854231860 2025-10-30 2024 2025-03-06 01:10:19Z KIMBERLY JONES 90 CHELMSFORD RD ROCHESTER NY 14618 624764 0 X N/A X 2006 NY THE ORGANIZATION PROMOTES PROFESSIONAL DEVELOPMENT THROUGH EDUCATION AND INFORMATION SHARING. 12 12 0 19 0 0 0 0 527365 624731 33 33 0 0 527398 624764 1000 0 0 0 0 0 0 0 0 493328 511426 494328 511426 33070 113338 445051 558389 0 0 445051 558389 X YPO EMPIRE STATE IS A PLACE FOR MEMBERS TO CONNECT, ENGAGE, AND GET INSPIRED THROUGH ASPIRATIONAL LEARNING. OUR MISSION IS TO DEVELOP BETTER LEADERS BY MAKING A DIFFERENCE, CELEBRATING DIVERSITY, PURSUING EXCELLENCE, SEEKING ADVENTURE, AND FINDING BALANCE. TO ACHIEVE THIS, WE STRIVE TO DIVERSIFY OUR MEMBERSHIP BASE, CREATE IMPACTFUL LEARNING EVENTS, AND PROVIDE AMPLE OPPORTUNITY FOR NETWORKING, CONNECTION, AND EXPLORATION. WE HAVE A BROAD GEOGRAPHICAL FOOTPRINT, SPANNING ALL OF WESTERN AND CENTRAL NY AND THE SOUTHERN TIER, BUT WE STRIVE TO MAINTAIN HIGH EVENT AND FORUM PARTICIPATION. WE ARE FOCUSED ON CONTINUAL OPTIMIZATION OF CHAPTER ENGAGEMENT THROUGH EDUCATION AND THE COMMUNICATION OF BEST PRACTICES INCLUDING IN-PERSON PARTICIPATION, VOLUNTEERISM, AND SERVICE VIA THE LEADERSHIP LADDER. 0 0 THE ORGANIZATION HOSTS EDUCATIONAL EVENTS FOR MEMBERS TO FURTHER DEVELOP THEIR KNOWLEDGE AND LEADERSHIP SKILLS. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X KELLI FOSTER 6467372130 90 CHELMSFORD RD ROCHESTER NY 14618 X JASON AYMERICH IMMEDIATE PAST CHAPTER CHA 1.00 X X 0 0 0 KEITH CARLINS MEMBERSHIP OFFICER-RESIGNED DURING YEAR 1.00 X X 0 0 0 BRIAN NICHOLSON IMMEDIATE PAST CHAPTER CHA 1.00 X X 0 0 0 RJ HOLBROOK ENGAGEMENT OFFICER-RESIGNED DURING YEAR 1.00 X X 0 0 0 NAGENDRA RAINA FINANCE CHAIR- RESIGNED DURING YEAR 1.00 X X 0 0 0 MICHAELA GASCON FORUM OFFICER 1.00 X X 0 0 0 KIMBERLY JONES CHAPTER CHAIR Y 1.00 X X 0 0 0 SCOTT MARSHALL CHAPTER CHAIR GOLD 1.00 X X 0 0 0 DAN SIEBURG MEMBERSHIP OFFICER 1.00 X X 0 0 0 BRIAN DIGIACCO MEMBERSHIP OFFICER 1.00 X X 0 0 0 ERIN JORDAN LEARNING OFFICER Y 1.00 X X 0 0 0 HUGH WOODSIDE LEARNING OFFICER GOLD 1.00 X X 0 0 0 MAX BROWN ENGAGEMENT OFFICER - RESIGNED DURING YEAR 1.00 X X 0 0 0 JOHN MIDGLEY ASSISTANT LEARNING OFFICER- JOINED DURING YEAR 1.00 X X 0 0 0 BRIAN BARVIAN FINANCE OFFICER- JOINED DURING YEAR 1.00 X X 0 0 0 ELIZABETH GALANIS MILLER MEMBERSHIP OFFICER 1.00 X X 0 0 0 0 0 0 0 0 0 0 KELLI FOSTER 90 CHELMSFORD RD ROCHESTER NY 14618 CHAPTER DIRECTOR 129593 1 MEMBERSHIP DUES 611430 624731 624731 624731 33 33 624764 624764 0 0 129593 25000 2970 527 1593 EDUCATION PROGRAMS 288620 FORUM SUBSIDIES 24874 GIFTS TO MEMBERS 20812 LEADERSHIP COMMITTEE 16847 590 511426 335286 448591 109765 109798 445051 558389 0 0 X 445051 558389 445051 558389 445051 558389 113338 0 X 0 0 0 1 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS CONTRACTED WITH AN INDEPENDENT CONTRACTOR TO PERFORM THE DUTIES OF THE CHAPTER DIRECTOR. THESE DUTIES INCLUDE - FINANCIAL - PROVIDING BOOKKEEPING SERVICES THAT INCLUDE MONTHLY FINANCIAL REPORTING TO CHAPTER EXECUTIVE COMMITTEE, ASSIST FINANCE CHAIR WITH DEVELOPING ANNUAL BUDGET, AND MANAGING THE MEMBERSHIP RENEWAL PROCESS (COMMUNICATING WITH THE CHAPTER MEMBERSHIP, COLLECTING CHAPTER DUES, AND PROVIDING UPDATES TO THE BOARD ON RENEWAL RATES). MANAGERIAL - PARTNER WITH CHAPTER OFFICERS IN EXECUTING THEIR VISION AND STRATEGIC PLAN FOR THE CHAPTER. ALSO TO ENSURE CHAPTER COMPLIES WITH GOVERNANCE RESPONSIBILITIES, INCLUDING ELECTING CHAPTER OFFICERS, PROVIDING OFFICER TRAINING INFORMATION AND ADHERING TO THE CHAPTER BY-LAWS COMMUNICATION - COLLABORATE WITH THE MEMBERSHIP OFFICER BY MANAGING THE PROSPECT PROCESS AND ENSURING NEW MEMBERS ARE INTEGRATED INTO THE CHAPTER; MAINTAIN AND CIRCULATE MINUTES FOR CHAPTER BOARD MEETINGS AND STRATEGIC PLANNING SESSIONS; OVERSEE CHAPTER COMMUNICATIONS AND EVENT PRODUCTION TO THE MEMBERSHIP IN COLLABORATION WITH THE CHAPTER'S MEDIA AND PRODUCTION PARTNER; CREATE CONTENT AND MANAGE THE PROCESS OF UPDATING CHAPTER WIDE EVENT AND NEWS COMMUNICATIONS EVENTS - MANAGE THE PROCESS AND EXECUTE CHAPTER EVENT LOGISTICS IN COLLABORATION WITH THE LEARNING COMMITTEE; ASSIST IN PLANNING ANNUAL CHAPTER RETREAT; ORGANIZE FORUM TRAININGS, ENSURING FORUM PLACEMENT, AND MAINTAINING CHAPTER FORUM DATA IN COLLABORATION WITH THE FORUM OFFICER. AND OTHER SERVICES AS THE PARTIES MAY AGREE TO FROM TIME TO TIME. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD IS APPOINTED BY THE MEMBERS AND THE PREVIOUS BOARD. MEMBERS ALSO APPROVE OF PROSPECTIVE MEMBERS PRIOR TO ACCEPTING THEM AS NEW MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B CURRENT MEMBERS PROVIDE FEEDBACK ON PROSPECTIVE MEMBERS PRIOR TO ACCEPTING THEM AS NEW MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD, REVIEWED FOR ACCURACY, AND FILED UPON APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS HAVE THE OPPORTUNITY TO VOTE VIA EMAIL TO NOT ALLOW A MEMBER INTO THE ORGANIZATION IF THERE IS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST.