Civic Intelligence

Young Presidents' Organization Berkshire Chapter Inc

EIN 04-3045243 • 501(c)6

Profile

To develop and promote the exchange of ideas, experiences, and practices pertaining to business management and to support principles that will further the development of individual incentive.

C/O James Barrett 330 WhitneyAvenue No 80001040

www.ypowne.com

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 2014

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

19th percentile

-26%

Higher net margin than 19% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

14th percentile

-52%

Faster asset growth than 14% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$52,118

Down $56,811 (-52%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Down

$52,118

Down $56,811 (-52%) from 2013

Revenue

$221,136

No earlier filing loaded for comparison.

Expenses

Up

$277,947

Up $54,409 (+24%) from 2013

Net Income

-$56,811

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $84,599Liabilities 2012: $0Net Assets 2012: $84,5992012Assets 2013: $108,929Liabilities 2013: $0Net Assets 2013: $108,9292013Assets 2014: $52,118Liabilities 2014: $0Net Assets 2014: $52,1182014

Highlighted filing

2014

Assets$52,118
Liabilities$0
Net Assets$52,118

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $227,6052012Expenses 2013: $223,5382013Revenue 2014: $221,136Expenses 2014: $277,947Net Income 2014: -$56,8112014

Highlighted filing

2014

Revenue$221,136
Expenses$277,947
Net Income-$56,811

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 30, 2014
Return Version
2013v3.0
Gross Receipts
$221,136
Mission and Program Overview

Mission

To develop and promote the exchange of ideas, experiences, and practices pertaining to business management and to support principles that will further the development of individual incentive.

Develop/promote the exchange of business management ideas, experiences, and practices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$102,049$47,166▼ $54,883
Cash and Non-Interest-Bearing Accounts$6,880$4,952▼ $1,928
Total Assets$108,929$52,118▼ $56,811
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$108,929$52,118▼ $56,811
Total Net Assets Fund Balance$108,929$52,118▼ $56,811
Total Liabilities and Net Assets / Fund Balance$108,929$52,118▼ $56,811
Compensation and Service Providers

Board Members and Trustees

NameTitle
David KinsleyChairman
Michael CiminiDirector
James BarrettTreasurer & Clerk
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$190,820
Investment Income
$116
Other Revenue
$30,200
Change in Net Assets
$-56,811
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$277,947
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$137,489
Fees for Services Other---$41,215
All Other Expenses---$8,765
Fees for Services Accounting---$1,500
Travel---$723
Office Expenses---$616
Other Expenses---$360
Information Technology---$150
Total Functional Expenses$0$0$0$277,947
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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, Part VI, Section A, Line 6

The young presidents' organization is a member run organization.

Form 990, Part VI, Section A, Line 7A

Each year at the annual meeting, a proposed slate for the chapter executive committee is presented to the membership for vote.

Form 990, Part VI, Section B, Line 11

The form 990 is presented to the treasurer of the board of directors who reviews the form 990 prior to its filing.

Form 990, Part VI, Section B, Line 12C

The board of directors monitors and enforces compliance with the conflict of interest policy on an on-going basis through out the year.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon written request of the interested party.

Filing and Contact Details

Filer

EIN
04-3045243
Phone
4135368510

Signing Officer

Name
James Barrett
Title
Treasurer
Phone
4135368510
Signed
2014-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Barrett
Formed
2006
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Preparer
James Barrett
Phone
4135368510
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Chapter administrator 41,215.

Raw XML Appendix269 raw XML fields

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

Path#Value
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IRS990/AllOtherExpensesGrp/TotalAmt08765
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IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04135368510
IRS990/BooksInCareOfDetail/USAddress/AddressLine10C/O JAMES BARRETT 330 WHITNEY
IRS990/BooksInCareOfDetail/USAddress/City0HOLYOKE
IRS990/BooksInCareOfDetail/USAddress/State0MA
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IRS990/ConflictOfInterestPolicyInd01
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/Desc0TO PROMOTE AND SUPPORT PRINCIPLES THAT WILL FURTHER THE DEVELOPMENT OF INDIVIDUAL INCENTIVES PERTAINING TO BUSINESS MANAGEMENT - A MINIMUM OF 10 MEETINGS ARE HELD FOR ALL MEMBERS EACH YEAR.
IRS990/DescribedInSection501c3Ind00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL CIMINI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER & CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0221136
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
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IRS990/InformationTechnologyGrp/TotalAmt0150
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IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
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IRS990/LoanOutstandingInd00
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt052118
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0616
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SPEAKERS
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IRS990/OtherExpensesGrp/TotalAmt047935
IRS990/OtherExpensesGrp/TotalAmt136256
IRS990/OtherExpensesGrp/TotalAmt22938
IRS990/OtherExpensesGrp/TotalAmt3360
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE YOUNG PRESIDENTS' ORGANIZATION IS A MEMBER RUN ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH YEAR AT THE ANNUAL MEETING, A PROPOSED SLATE FOR THE CHAPTER EXECUTIVE COMMITTEE IS PRESENTED TO THE MEMBERSHIP FOR VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PRESENTED TO THE TREASURER OF THE BOARD OF DIRECTORS WHO REVIEWS THE FORM 990 PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ON-GOING BASIS THROUGH OUT THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST OF THE INTERESTED PARTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHAPTER ADMINISTRATOR 41,215.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04135368510
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10YOUNG PRESIDENTS' ORGANIZATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20BERKSHIRE CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0YOUN
ReturnHeader/Filer/EIN0043045243
ReturnHeader/Filer/PhoneNum04135368510
ReturnHeader/Filer/USAddress/AddressLine10C/O JAMES BARRETT 330 WHITNEY
ReturnHeader/Filer/USAddress/AddressLine20AVENUE NO 800
ReturnHeader/Filer/USAddress/City0HOLYOKE
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001040
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042713795
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MEYERS BROTHERS KALICKA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10330 WHITNEY AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HOLYOKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001040
ReturnHeader/PreparerPersonGrp/PhoneNum04135368510
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES BARRETT
ReturnHeader/ReturnTs02014-10-01T08:18:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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