2026-04-22T15:08:31-05:00 2025-06-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2024-07-01 341613058 YOUNG PRESIDENTS ORGANIZATION INC YOUN 4407818584 20359 MERCEDES AVENUE ROCKY RIVER OH 44116 ROSS BUTLER FINANCE OFFICER 4407818584 2026-04-17 1 1 KRISTEN M BASS P01247587 6022646835 2026-04-17 2024 2025-03-06 01:10:19Z JOSIAH HAAS 20359 MERCEDES AVENUE ROCKY RIVER OH 44116 797819 0 7096 X WWW.YPO.ORG X 2005 OH TO HELP YOUNG EXECUTIVES BECOME BETTER LEADERS THROUGH EDUCATION AND IDEA EXCHANGE. 17 17 0 17 0 0 0 0 670895 791724 1 6095 0 0 670896 797819 0 0 0 0 0 0 0 0 0 542605 468877 542605 468877 128291 328942 231216 562658 0 2500 231216 560158 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 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 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 1 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 PAST CHAPTER CHAIR 0.50 X X 0 0 0 JASON DI MARCO CO-CHAPTER CHAIR 1.00 X X 0 0 0 ADAM WALLENSTEIN CO-CHAPTER CHAIR 2.00 X X 0 0 0 JOSIAH HAAS LEARNING OFFICER 2.00 X X 0 0 0 TOM CHAREK CO-ASSISTANT LEARNING OFFICER 2.00 X X 0 0 0 BEN KAMAN CO-ASSISTANT 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 VINCE VARIGLOTTI FORUM OFFICER 0.50 X X 0 0 0 DAVE SOUDERS AT LARGE 0.50 X 0 0 0 MEGAN FRANKEL AT LARGE 0.50 X 0 0 0 LANNIE DAVIS-FRECKER AT LARGE 0.50 X 0 0 0 KELCEY LEHRICH AT LARGE 0.50 X 0 0 0 JASON FARRO AT LARGE 0.50 X 0 0 0 OZ HACKETT AT LARGE 0.50 X 0 0 0 DON NETTIS YPO GOLD LIAISON 0.50 X 0 0 0 0 0 0 0 0 0 0 0 MEMBER DUES 611430 715950 715950 CHAPTER EVENTS 611710 75774 75774 791724 6095 6095 797819 791724 0 6095 X 4540 56837 2500 398051 678 CHAPTER EXPENSES 6060 BANK CHARGES 211 468877 131216 356563 100000 206095 231216 562658 0 2500 0 2500 X 231216 560158 231216 560158 231216 562658 328942 0 X 0 0 0 0 OTHER LIABILITIES 2500 2500 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 4 DURING THE TAX YEAR, THE ORGANIZATION'S BYLAWS WERE AMENDED TO INCLUDE THE FOLLOWING PROVISIONS AND UPDATES: MEMBERSHIP & MEETINGS ADDED REQUIREMENT TO HOLD A STATE OF THE CHAPTER MEETING AT LEAST BIENNIALLY TO UPDATE MEMBERSHIP. VOTING POWERS AND PROCEDURES: EACH MEMBER IS ENTITLED TO ONE VOTE ON ALL MATTERS PROPERLY SUBMITTED FOR MEMBER ACTION, INCLUDING VOTES, CONSENTS, WAIVERS, OR RELEASES. VOTING IS TYPICALLY CONDUCTED AND COLLECTED VIA EMAIL. EXCLUDING NEW MEMBER VOTING, MEMBERS MAY VOTE VIA EMAIL, WRITTEN PROXY, OR BY MAIL. IF NO PROXY IS DESIGNATED, THE MEMBER'S VOTE WILL DEFAULT TO THE CHAPTER CHAIR. QUORUM REQUIREMENTS: A QUORUM FOR ANY MEETING OF THE MEMBERS IS ESTABLISHED WITH NO LESS THAN 25% OF MEMBERS PRESENT, IN PERSON OR BY PROXY. OFFICER AND AT LARGE POSITIONS: THE CHAPTER MAINTAINS EIGHT CORE OFFICER POSITIONS: PAST CHAPTER CHAIR, CHAPTER CHAIR, LEARNING OFFICER, ASSISTANT LEARNING OFFICER, FINANCE OFFICER, MEMBERSHIP OFFICER, FORUM OFFICER, AND MEMBERSHIP ENGAGEMENT OFFICER. UP TO SIX AT LARGE OFFICER POSITIONS MAY BE APPOINTED. EXECUTIVE COMMITTEE ELECTION PROCESS: THE CURRENT EXECUTIVE COMMITTEE SHALL NOMINATE THE FULL SLATE OF INCOMING EXECUTIVE COMMITTEE MEMBERS. THE ELECTION OF THE INCOMING EXECUTIVE COMMITTEE SHALL BE APPROVED AND VOTED IN BY CHAPTER MEMBERSHIP. MEMBERSHIP IS VOTING ON THE FULL SLATE. THE ELECTION OF THE INCOMING EXECUTIVE COMMITTEE WILL BE CONDUCTED ACCORDING TO THE AMENDED BYLAWS. 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.