Civic Intelligence

Ypo Northern Indiana Chapter Inc

EIN 85-0809998 • 501(c)6 • Roanoke, IN

Profile

The purpose of this organization is to develop and promote the exchange of ideas, experiences and practices pertaining to business management and personal growth; to take aggressive action in support of those principles that will further the development of individual incentive; and to take any action necessary or appropriate to carry out the foregoing purposes.

184 N Main St 190Roanoke, IN 46783

www.ypo.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

63rd percentile

7.0%

Higher net margin than 63% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$22,500

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

41%

Faster revenue growth than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$115,127

Up $14,316 (+14%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$115,127

Up $14,316 (+14%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin63rd percentile

Revenue

Up

$205,797

Up $59,928 (+41%) from 2024

Expenses

Down

$191,481

Down $61,663 (-24%) from 2024

Net Income

Up

$14,316

Up $121,591 (+113%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2023: $208,086Liabilities 2023: $0Net Assets 2023: $208,0862023Assets 2024: $100,811Liabilities 2024: $0Net Assets 2024: $100,8112024Assets 2025: $115,127Liabilities 2025: $0Net Assets 2025: $115,1272025

Highlighted filing

2025

Assets$115,127
Liabilities$0
Net Assets$115,127
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2023: $506,354Expenses 2023: $298,268Net Income 2023: $208,0862023Revenue 2024: $145,869Expenses 2024: $253,144Net Income 2024: -$107,2752024Revenue 2025: $205,797Expenses 2025: $191,481Net Income 2025: $14,3162025

Highlighted filing

2025

Revenue$205,797
Expenses$191,481
Net Income$14,316
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$115,127
Liabilities
$0
Net assets
$115,127
Revenue
$205,797
Expenses
$191,481
Net income
$14,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$2.06$1.91$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.46$2.53$1.07
2023Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$5.06$2.98$2.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 2, 2025
Return Version
2024v5.0
Gross Receipts
$205,797
Mission and Program Overview

Mission

The purpose of this organization is to develop and promote the exchange of ideas, experiences and practices pertaining to business management and personal growth; to take aggressive action in support of those principles that will further the development of individual incentive; and to take any action necessary or appropriate to carry out the foregoing purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$41,262$62,260▲ $20,998
Cash and Non-Interest-Bearing Accounts$59,549$52,867▼ $6,682
Total Assets$100,811$115,127▲ $14,316
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$100,811$115,127▲ $14,316
Total Net Assets Fund Balance$100,811$115,127▲ $14,316
Total Liabilities and Net Assets / Fund Balance$100,811$115,127▲ $14,316
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Taylor SackettChapter ManaPT$22,500$22,500

Board Members and Trustees

NameTitle
Stephen StewartChairman Eme
Larry WeigandGold Chair
Kevan BiggsDirector At-
Mark BroughDirector At-
Scott ArnoldAst Learning
Clifford EllisChapter Chai
Richard R WaterfieldFinance Offi
David OttenwellerForum Offic
Jeremy SenkLearning Off
Ryan HarrisMembership O
Stefanie WaterfieldSpouse Offic
Revenue and Support

Revenue Composition

Contributions and Grants
$203,848
Program Service Revenue
$0
Investment Income
$1,949
Other Revenue
$0
All Other Contributions
$27,000
Change in Net Assets
$14,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$159,981
Salaries, Compensation, and Employee Benefits$31,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$31,500-$31,500
Other Expenses$1,184$33,925-$1,184
Information Technology-$212-$212
All Other Expenses$25--$25
Total Functional Expenses$125,844$65,637$0$191,481
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Classes of members or stockholders the organization's governing documents identify the board members as "members" of the corporation.”

Form 990, Page 6, Part VI, Line 7A

“Election of members and their rights existing board members vote in new directors.”

Form 990, Page 6, Part VI, Line 11B

“Organization's process to review form 990 the 990 is reviewed & approved by the board in is meeting prior to submitting the 990.”

Form 990, Page 6, Part VI, Line 12C

“Enforcement of conflicts policy notification to the board of potential conflicts of interest is an annual agenda item.”

Form 990, Page 6, Part VI, Line 19

“Governing documents disclosure explanation all governing documents,including the conflict of interest policy, financial statements, etc. Are available upon request.”

Filing and Contact Details

Filer

Filer Name
Ypo Northern Indiana Chapter Inc
EIN
85-0809998
Phone
2603018792
Address
184 N MAIN ST 190, ROANOKE, IN 46783

Signing Officer

Name
Richard R Waterfield
Title
Finance Officer
Phone
2603018792
Signed
2025-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard R Waterfield
Formed
2019
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Baden Gage & Schroeder LLC
Address
6920 POINTE INVERNESS WAY 300, FORT WAYNE, IN 46804-7926
Preparer
Melissa J Wolf CPA
Phone
2604222551
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The purpose of this organization is to develop and promote the exchange of ideas, experiences and practices pertaining to business management and personal growth; to take aggressive action in support of those principles that will further the development of individual incentive; and to take any action necessary or appropriate to carry out the foregoing purposes.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAPTER CHAI
IRS990/Form990PartVIISectionAGrp/TitleTxt1FORUM OFFIC
IRS990/Form990PartVIISectionAGrp/TitleTxt2LEARNING OFF
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR AT-
IRS990/Form990PartVIISectionAGrp/TitleTxt4FINANCE OFFI
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THIS ORGANIZATION IS TO DEVELOP AND PROMOTE THE EXCHANGE OF IDEAS, EXPERIENCES AND PRACTICES PERTAINING TO BUSINESS MANAGEMENT AND PERSONAL GROWTH; TO TAKE AGGRESSIVE ACTION IN SUPPORT OF THOSE PRINCIPLES THAT WILL FURTHER THE DEVELOPMENT OF INDIVIDUAL INCENTIVE; AND TO TAKE ANY ACTION NECESSARY OR APPROPRIATE TO CARRY OUT THE FOREGOING PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASSES OF MEMBERS OR STOCKHOLDERS THE ORGANIZATION'S GOVERNING DOCUMENTS IDENTIFY THE BOARD MEMBERS AS "MEMBERS" OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ELECTION OF MEMBERS AND THEIR RIGHTS EXISTING BOARD MEMBERS VOTE IN NEW DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE 990 IS REVIEWED & APPROVED BY THE BOARD IN IS MEETING PRIOR TO SUBMITTING THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ENFORCEMENT OF CONFLICTS POLICY NOTIFICATION TO THE BOARD OF POTENTIAL CONFLICTS OF INTEREST IS AN ANNUAL AGENDA ITEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS DISCLOSURE EXPLANATION ALL GOVERNING DOCUMENTS,INCLUDING THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, ETC. ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0100811
IRS990/TotalAssetsEOYAmt0115127
IRS990/TotalAssetsGrp/BOYAmt0100811
IRS990/TotalAssetsGrp/EOYAmt0115127
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0203848
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt065637
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0125844
IRS990/TotalFunctionalExpensesGrp/TotalAmt0191481
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0100811
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0115127
IRS990/TotalReportableCompFromOrgAmt022500
IRS990/TotalRevenueGrp/ExclusionAmt01949
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0205797
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0100811
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0115127
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05018 W HAMILTON RD S
IRS990/USAddress/CityNm0FORT WAYNE
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046814
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.YPO.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD R WATERFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02603018792
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YPO NORTHERN INDIANA CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0YPON
ReturnHeader/Filer/EIN0850809998
ReturnHeader/Filer/PhoneNum02603018792
ReturnHeader/Filer/USAddress/AddressLine1Txt0184 N MAIN ST 190
ReturnHeader/Filer/USAddress/CityNm0ROANOKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046783
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351939627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BADEN GAGE & SCHROEDER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06920 POINTE INVERNESS WAY 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0468047926
ReturnHeader/PreparerPersonGrp/PhoneNum02604222551
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA J WOLF CPA
ReturnHeader/ReturnTs02025-10-22T14:44:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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