2026-04-23T10:26:26-04:00 2025-06-30 BRUCE E BERNSTIEN & ASSOCIATES 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2024-07-01 131770417 YPO INC % BRIKTY ZEGGAI YPOI 9725871500 600 EAST LAS COLINAS BLVD 1200 irving TX 75039 BRIKTY ZEGGAI INTERIM CFO 9725871500 2026-04-15 true true P01424343 2147060840 2024 2025-03-06 01:10:19Z X BRIKTY ZEGGAI 600 EAST LAS COLINAS BLVD 1200 irving TX 75039 247595511 false 7096 X www.ypo.org X 1951 NY YPO'S CORE MISSION IS TO DEVELOP "BETTER LEADERS THROUGH LIfelong Learning AND IDEA EXCHANGE". 15 15 294 10000 1715801 656847 132695204 136902400 41374410 68532131 16407259 12721508 2575110 4543940 193051983 222699979 0 0 0 0 55753074 54840268 0 0 0 117746313 151549005 173499387 206389273 19552596 16310706 388371980 419197448 295802359 299871630 92569621 119325818 X 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 YPO held two in-person Global Leadership Conferences in FY 2025, located in Barcelona and Washington, DC. This annual conference provides education and training for incoming regional and chapter officers. The training took place in various Leadership Development Workshops(LDW) 3,300+ in total attendance. 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 lead 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 168 0 true 294 true true true true UK false false false false false false false false false false X 15 15 false false false false true true true true true false true true true true true true true true true true false X BRIKTY ZEGGAI 9725871500 600 EAST LAS COLINAS BLVD 1200 irving TX 75039 SMITH THAYER CHIEF EXECUTIVE OFFICER 40.0 0.0 X 920327 0 27769 FOX GARETH CHEIF PEOPLE OFFICER 40.0 0.0 X 650919 0 30476 STAKICH CHRIS CHIEF EXPERIENCE OFFICER 40.0 0.0 X 589854 0 50983 BENDETTI ROBERT CHIEF FINANCIAL OFFICER 40.0 0.0 X 428217 0 17870 POORMAN RYAN HEAD OF TECHNOLOGY 40.0 0.0 X 351458 0 56471 SARKAR AJAY SALESFORCE TECHNOLOGIES DIRECT 40.0 0.0 X 292545 0 46740 IROZURU IKE HEAD OF MEMBERSHIP 40.0 0.0 X 281115 0 44017 MACMILLAN SARAH DOUD HEAD OF FORUM 40.0 0.0 X 259238 0 61238 ZEGGAI BRIKTY HEAD OF FINANCE 40.0 0.0 X 272257 0 44393 MALLOW KIRSTEN KAY HEAD OF CHAMPION EXPERIENCE 40.0 0.0 X 255419 0 35446 PALUCH MICHELLE HEAD OF HUMAN RESOURCES 40.0 0.0 X 273550 0 13036 CHMIELEWSKI KELLY HEAD OF MARKETING&COMMUNICATIO 40.0 0.0 X 250299 0 24065 PETTIT LAUREN HEAD OF MEMBER CARE 40.0 0.0 X 254110 0 14997 SZYPER PAULA SENIOR DIRECTOR,SP PROJECT 40.0 0.0 X 231039 0 37251 REDLIEN COREY ENGINEERING DIRECTOR 40.0 0.0 X 249672 0 15968 HENEY PAULETTE GLOBAL LEADERSHIP EVENTS DIR 40.0 0.0 X 209921 0 42957 FARID NAIB ADVISOR TO THE MANAGING DIRECT 40.0 0.0 X 227130 0 2634 BABALOLA SEAN SALEFORCE ARCHITECT 40.0 0.0 X 213121 0 16480 ALMOAYED SOFYAN YPO GLOBAL CHAIRMAN 2.0 0.0 X X 0 0 0 ARCUCCI MAURO YPO ELECTED DIRECTOR 2.0 0.0 X 0 0 0 GARDNER MEGAN CHAIR OF THE FINANCE COMMITTEE 2.0 0.0 X 0 0 0 SUTTON DAVE YPO ELECTED DIRECTOR 2.0 0.0 X 0 0 0 CARREAU DEBBY CHAIR OF COMPENSATION&HR COMMI 2.0 0.0 X 0 0 0 JACOBSEN BRENDA CHAIR OF GLOBAL CONDUCT COMMIT 2.0 0.0 X 0 0 0 MARASH ALAN CHAIR OF CHAPTERS&REGIONS COMM 2.0 0.0 X 0 0 0 CHEO MICHELLE CHAIR OF LEARNING COMMITTEE 2.0 0.0 X 0 0 0 WANG SAM YPO ELECTED DIRECTOR 2.0 0.0 X 0 0 0 HABBAB SELIN CHAIR OF NETWORKS COMMITTEE 2.0 0.0 X 0 0 0 HALAWI RIMA CHAIR OF FORUM COMMITTEE 2.0 0.0 X 0 0 0 KEITH BRETT YPO ELECTED DIRECTOR 2.0 0.0 X 0 0 0 WATT RAYMOND CHAIR OF DIGITAL EXPERIENCE CO 2.0 0.0 X 0 0 0 ZUBERI AHMAD CHAIR OF MEMBERSHIP COMMITTEE 2.0 0.0 X 0 0 0 RODAL ALEX CHAIR OF EVENT COMMITTEE 2.0 0.0 X 0 0 0 PHILLIPS ALLISON MANAGING DIRECTOR 40.0 0.0 X 0 0 0 6210191 0 582791 180 true true false HARVARD UNIVERSITY- HARVARD BUSINES 1033 MASSACHUSETTS AVE 3RD FLOOR CAMBRIDGE MA 02138 BUSINESS SEMINARS PG 7447047 FIRA CCIB SLU PLAZA WILLY BRANDT 11-14 BARCELONA 0 SP 08019 TOUR OPERATOR 4209067 STANFORD UNIVERSITY BOARD OF TRUSTE 655 KNIGHT WAY STANFORD CA 94305 BUSINESS SEMINAR PRO 3571962 ACTIVIDADES DE OCIO Y EDUCATION SL CALLE ALBASANZ 46 MADRID 0 SP 28037 BUSINESS SEMINAR PRO 3256239 TWO XCEED TOURISM LLC HOTEL TOWER LEVEL 6B DUBAI 0 AE 35314 TOUR OPERATOR 3191671 268 136902400 136902400 UNIVERSITIES, SEMINARS & EXPERIENCES REVENUE 900099 68532131 68402532 129599 68532131 11847764 11847764 0 0 0 0 0 25769276 24895532 873744 873744 873744 0 0 0 0 0 0 0 0 0 FOCUS POINT REVENUE 524298 1231052 1231052 OTHER SERVICE REVENUE 900099 2902689 2547539 355150 GAIN ON FOREIGN EXCHANGE 900099 410199 410199 4543940 222699979 71360270 1715801 12721508 0 0 0 0 2241629 453371 1788258 0 45191348 29607217 15584131 1056769 698871 357898 3630946 2309138 1321808 2719576 1732956 986620 63513965 47009704 16504261 1245145 7504 1237641 486550 371548 115002 0 0 303574 303574 0 0 7663921 419745 7244176 8050317 4838008 3212309 0 962064 73874 888190 23924727 23448464 476263 0 39695295 38887835 807460 0 0 1167937 564633 603304 915863 915863 OPERATIONAL 3095007 1419653 1675354 RESOURCE 524640 524640 206389273 152367161 54022112 124631380 124082701 89695202 107000320 0 0 8849945 5401879 0 0 0 0 0 0 0 0 17013863 15503717 41936450 40363297 2434096 1573153 133452844 159277339 0 0 0 0 0 0 12294650 6358339 388371980 419197448 15206631 11296744 0 0 230609380 237326343 0 0 0 0 0 0 0 0 0 0 49986348 51248543 295802359 299871630 X 92569621 119325818 0 0 92569621 119325818 388371980 419197448 16310706 10445491 X false true X true false false true false 2087423 1306246 781177 2435923 2061771 374152 37413104 36995280 417824 1573153 0 DUE TO RELATED ENTITIES 44518276 LEASE LIABILITY 4387578 CHAPTER FUNDS HELD FOR INVESTM 2342689 51248543 X 232841896 10445491 10445491 222396405 303574 303574 222699979 206085699 206085699 303574 303574 206389273 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, 2025 AND 2024. THEREFORE, NO MATERIAL TAX LIABILITY HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. Central America and the Caribbean Program Services Education and Seminars 4771102 East Asia and the Pacific 53 Send agents to seminar 2815835 East Asia and the Pacific Program Services Education and Seminars 2152788 East Asia and the Pacific Program Services Leader Training/BMTG 2605223 Europe (Including Iceland and Greenland) 51 Send agents to seminar 4370673 Europe (Including Iceland and Greenland) Program Services Education and Seminars 11545052 Europe (Including Iceland and Greenland) Program Services Leader Training/BMTG 18760415 Middle East and North Africa 20 Send agents to seminar 1934682 Middle East and North Africa Program Services Education and Seminars 4529137 North America 41 Send agents to seminar 4043115 North America Program Services Education and Seminars 2230689 North America Program Services Leader Training/BMTG 12507288 South America 11 Send agents to seminar 767756 South America Program Services Education and Seminars 681928 South Asia 26 Send agents to seminar 779923 Sub-Saharan Africa 51 Send agents to seminar 2411531 Sub-Saharan Africa Program Services Education and Seminars 4257953 253 253 81165090 81165090 false false false false false false X X X X X true false false BENDETTI ROBERT CHIEF FINANCIAL OFFICER 365877 61250 1090 4034 13836 446087 IROZURU IKE HEAD OF MEMBERSHIP 232135 46800 2180 20475 23542 325132 ZEGGAI BRIKTY HEAD OF FINANCE 222491 47586 2180 30159 14234 316650 PETTIT LAUREN HEAD OF MEMBER CARE 205591 46339 2180 6603 8394 269107 POORMAN RYAN HEAD OF TECHNOLOGY 304478 44800 2180 33265 23206 407929 FARID NAIB ADVISOR TO THE MANAGING DIRECT 164676 61364 1090 2000 634 229764 REDLIEN COREY ENGINEERING DIRECTOR 210772 36720 2180 14474 1494 265640 BABALOLA SEAN SALEFORCE ARCHITECT 183641 27300 2180 8518 7962 229601 SZYPER PAULA SENIOR DIRECTOR,SP PROJECT 194304 35100 1635 22479 14772 268290 MACMILLAN SARAH DOUD HEAD OF FORUM 215562 41496 2180 38035 23203 320476 SARKAR AJAY SALESFORCE TECHNOLOGIES DIRECT 246857 43508 2180 38632 8108 339285 FOX GARETH CHEIF PEOPLE OFFICER 443058 206771 1090 24290 6186 681395 HENEY PAULETTE GLOBAL LEADERSHIP EVENTS DIR 168141 39600 2180 19940 23017 252878 MALLOW KIRSTEN KAY HEAD OF CHAMPION EXPERIENCE 206900 46339 2180 21129 14317 290865 STAKICH CHRIS CHIEF EXPERIENCE OFFICER 475196 113568 1090 35490 15493 640837 CHMIELEWSKI KELLY HEAD OF MARKETING&COMMUNICATIO 219184 29480 1635 15987 8078 274364 SMITH THAYER CHIEF EXECUTIVE OFFICER 581782 338000 545 18975 8794 948096 PALUCH MICHELLE HEAD OF HUMAN RESOURCES 246370 25000 2180 11305 1731 286586 PERSON RECEIVED A SEVERANCE PAYMENT OR CHANGE OF CONTROL PAYMENT FORM 990, SCHEDULE J, LINE 4A THE FOLLOWING PERSONS RECEIVED A SEVERANCE PAYMENT FOR 2023 FOX, GARETH $175,306 STAKICH, CHRIS $168,729 BENDETTI, ROBERT $156,000 CHMIELEWSKI, KELLY $112,948 PALUCH, MICHELLE $132,390 SZYPER, PAULA $84,975 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.