2025-01-31T17:04:56-06:00 2024-06-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2023-07-01 341613058 YOUNG PRESIDENTS ORGANIZATION INC YOUN 4407818584 20359 MERCEDES AVENUE ROCKY RIVER OH 44116 MATTHEW DAILEY FINANCE OFFICER 4407818584 2025-01-30 1 1 KRISTEN M BASS P01247587 6022646835 2025-01-27 2023 2025-03-06 01:10:19Z JASON DI MARCO 20359 MERCEDES AVENUE ROCKY RIVER OH 44116 670896 0 7096 X WWW.YPO.ORG X 2005 OH TO HELP YOUNG EXECUTIVES BECOME BETTER LEADERS THROUGH EDUCATION AND IDEA EXCHANGE. 14 14 0 16 0 0 0 0 542550 670895 2 1 0 0 542552 670896 0 0 0 0 0 0 0 0 0 583700 542605 583700 542605 -41148 128291 102925 231216 0 0 102925 231216 X YOUNG PRESIDENTS ORGANIZATION, INC. - CLEVELAND CHAPTER IS A LOCAL CHAPTER OF THE YOUNG PRESIDENT'S ORGANIZATION, INC. ("YPO GLOBAL"). THE PURPOSE OF THE CHAPTER IS TO HELP ITS MEMBERS BECOME BETTER LEADERS THROUGH EDUCATION AND IDEA EXCHANGE. TO DO THIS, PROGRAMS, YOUNG PRESIDENTS ORGANIZATION, INC. - CLEVELAND CHAPTER IS A LOCAL CHAPTER OF THE YOUNG PRESIDENT'S ORGANIZATION, INC. ("YPO GLOBAL"). THE PURPOSE OF THE CHAPTER IS TO HELP ITS MEMBERS BECOME BETTER LEADERS THROUGH EDUCATION AND IDEA EXCHANGE. TO DO THIS, PROGRAMS, ACTIVITIES AND OTHER FUNCTIONS OF YPO ARE PLANNED, DEVELOPED, AND CONDUCTED THROUGH THE JOINT EFFORTS OF THE EXECUTIVE COMMITTEE, ITS COMMITTEES, THE OFFICERS, THE STAFF OF THE CHAPTER AND THE STAFF OF YPO. 0 0 THE CHAPTER HELD MEETINGS DURING THE YEAR TO FURTHER BUSINESS EDUCATION FOR YOUNG EXECUTIVES. MEETINGS CONSIST OF SPEAKERS, WORKSHOPS AND DISCUSSIONS. 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 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 0 0 0 0 OH X NATALIE HAMLIN 4407818584 20359 MERCEDES AVENUE ROCKY RIVER OH 44116 X JAMES VAUGHAN CHAPTER CHAIR 1.00 X X 0 0 0 JOSIAH HAAS ASSISTANT LEARNING OFFICER 2.00 X X 0 0 0 ADAM WALLENSTEIN LEARNING OFFICER 2.00 X X 0 0 0 JASON DI MARCO LEARNING OFFICER 2.00 X X 0 0 0 MATT DAILEY FINANCE OFFICER 2.00 X X 0 0 0 BRIAN KRUSE MEMBERSHIP OFFICER 2.00 X X 0 0 0 DAVID LITTLE MEMBERSHIP OFFICER 2.00 X X 0 0 0 JED HUNTER FORUM OFFICER 1.00 X X 0 0 0 KEN BABBY MEMBER AT LARGE 1.00 X 0 0 0 TOM CHAREK MEMBER AT LARGE 1.00 X 0 0 0 BEN KAMAN MEMBER AT LARGE 1.00 X 0 0 0 VICTORIA MARQUARD-SCHULTZ MEMBER AT LARGE 1.00 X 0 0 0 VINCE VARIGLOTTI MEMBER AT LARGE 1.00 X 0 0 0 DON NETTIS YPO GOLD LIAISON 1.00 X 0 0 0 0 0 0 0 0 0 0 0 MEMBER DUES 611430 487675 487675 CHAPTER EVENTS 611710 183220 183220 670895 1 1 670896 670895 0 1 X 4745 56837 5227 467264 CHAPTER EXPENSES 8424 BANK CHARGES 108 542605 55319 131216 47606 100000 102925 231216 0 0 X 102925 231216 102925 231216 102925 231216 128291 0 X 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE AT ALL TIMES. IN ADDITION, THE EXECUTIVE COMMITTEE MAY AT ANY TIME APPOINT FROM ITS MEMBERS, THE OFFICERS OF THE CHAPTER OR MEMBERS OF THE CHAPTER ONE OR MORE ADDITIONAL COMMITTEES CONSISTING OF SUCH NUMBER OF OFFICERS OR MEMBERS, NOT LESS THAN THREE, AS THE EXECUTIVE COMMITTEE MAY DEEM ADVISABLE, TOGETHER WITH SUCH ALTERNATES AS THE EXECUTIVE COMMITTEE MAY DEEM ADVISABLE, TO TAKE THE PLACE OF ANY ABSENT MEMBER OR MEMBERS AT ANY MEETING OF SUCH COMMITTEE. EACH MEMBER AND ALTERNATE SHALL HOLD OFFICE DURING THE PLEASURE OF THE EXECUTIVE COMMITTEE. THE NAME AND PURPOSE OF EACH SUCH COMMITTEE SHALL BE DETERMINED BY THE EXECUTIVE COMMITTEE. ANY SUCH COMMITTEE SHALL HAVE SUCH POWERS AS MAY, FROM TIME TO TIME, BE DELEGATED BY THE EXECUTIVE COMMITTEE. UNLESS OTHERWISE ORDERED BY THE EXECUTIVE COMMITTEE, ANY SUCH COMMITTEE MAY PRESCRIBE ITS OWN RULES FOR CALLING AND HOLDING MEETINGS, AND ITS OWN METHOD OF PROCEDURE, AND MAY ACT BY A MAJORITY OF ITS MEMBERS AT A MEETING, OR WITHOUT A MEETING BY A WRITING SIGNED BY ALL OF THE COMMITTEE'S MEMBERS. ANY ACT OR AUTHORIZATION OF ANY ACT OF ANY SUCH COMMITTEE WITHIN THE AUTHORITY DELEGATED TO IT BY THE EXECUTIVE COMMITTEE SHALL BE AS EFFECTIVE FOR ALL PURPOSES AS THE ACT OR AUTHORIZATION OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. ALL MEMBERS OF THE CLEVELAND CHAPTER MUST BE MEMBERS OF YPO GLOBAL. FORM 990, PART VI, SECTION A, LINE 7A THE ELECTION OF THE EXECUTIVE COMMITTEE SHALL TAKE PLACE AT A MEETING OF THE MEMBERS HELD IN APRIL OR MAY OF EACH YEAR. FORM 990, PART VI, SECTION A, LINE 7B ALL ACTIONS OF THE CHAPTER WILL BE DETERMINED BY A MAJORITY VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. BEFORE FILING, THE RETURN IS REVIEWED BY THE CHAPTER CHAIRMAN AND FINANCE OFFICER. FORM 990, PART VI, SECTION B, LINE 12C THE CHAPTER SHALL MAINTAIN A CONDUCT COMMITTEE RESPONSIBLE FOR ENFORCEMENT AND MONITORING OF THE CONFLICT OF INTEREST POLICY. THE CONDUCT COMMITTEE SHALL BE COMPOSED OF THE CURRENT LOCAL CHAPTER EXECUTIVE COMMITTEE. IF A MEMBER OF THE EXECUTIVE COMMITTEE HAS A CONFLICT OF INTEREST IN ANY MATTER BEFORE THE COMMITTEE, THEN THAT MEMBER SHALL ABSTAIN FROM THE DELIBERATIONS, RECOMMENDATIONS AND DECISIONS OF THE COMMITTEE. IF THE ABSTENTION PREVENTS A QUORUM, THEN ANOTHER MEMBER WILL BE APPOINTED BY THE CHAPTER CHAIR OR, IF THE CHAIR IS CONFLICTED, THEN THE IMMEDIATELY PRECEDING CHAIR WILL MAKE THAT APPOINTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G CHAPTER ADMINISTRATOR 56,837.