Civic Intelligence

Ypo Sf Bay Chapter

EIN 11-3775559 • 501(c)6 • Aptos, CA

Profile

The organization's exempt purpose is to better presidents through education and idea exchange.

7960 B Soquel Drive 277Aptos, CA 95003

n/A

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.00x

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

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

7th percentile

-25%

Higher net margin than 7% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

72nd percentile

$103,600

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

3rd percentile

-66%

Faster asset growth than 3% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-26%

Faster revenue growth than 7% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$342,941

Down $5,061 (-1.5%) from 2023

Liabilities

Down

$8,700

Down $12,925 (-60%) from 2023

Net Assets

Up

$334,241

Up $7,864 (+2.4%) from 2023

Operations
Liabilities / Revenue26th percentileNet Margin7th percentile

Revenue

Up

$1,176,196

Up $191,151 (+19%) from 2023

Expenses

Up

$1,168,332

Up $189,823 (+19%) from 2023

Net Income

Up

$7,864

Up $1,328 (+20%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

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

$600K$400K$200K$0Assets 2012: $148,150Liabilities 2012: $0Net Assets 2012: $148,1502012Assets 2014: $359,827Liabilities 2014: $0Net Assets 2014: $359,8272014Assets 2015: $255,119Liabilities 2015: $0Net Assets 2015: $255,1192015Assets 2016: $259,282Liabilities 2016: $0Net Assets 2016: $259,2822016Assets 2017: $237,160Liabilities 2017: $3,981Net Assets 2017: $233,1792017Assets 2018: $236,754Liabilities 2018: $0Net Assets 2018: $236,7542018Assets 2019: $481,897Liabilities 2019: $10Net Assets 2019: $481,8872019Assets 2020: $331,012Liabilities 2020: $6,018Net Assets 2020: $324,9942020Assets 2021: $281,865Liabilities 2021: $34,893Net Assets 2021: $246,9722021Assets 2022: $341,466Liabilities 2022: $21,625Net Assets 2022: $319,8412022Assets 2023: $348,002Liabilities 2023: $21,625Net Assets 2023: $326,3772023Assets 2024: $342,941Liabilities 2024: $8,700Net Assets 2024: $334,2412024

Highlighted filing

2024

Assets$342,941
Liabilities$8,700
Net Assets$334,241
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $160,3042012Revenue 2014: $560,651Expenses 2014: $321,901Net Income 2014: $238,7502014Revenue 2015: $353,373Expenses 2015: $458,081Net Income 2015: -$104,7082015Revenue 2016: $601,715Expenses 2016: $597,552Net Income 2016: $4,1632016Revenue 2017: $524,605Expenses 2017: $550,708Net Income 2017: -$26,1032017Revenue 2018: $497,521Expenses 2018: $493,946Net Income 2018: $3,5752018Revenue 2019: $901,303Expenses 2019: $656,170Net Income 2019: $245,1332019Revenue 2020: $352,284Expenses 2020: $509,177Net Income 2020: -$156,8932020Revenue 2021: $601,121Expenses 2021: $679,143Net Income 2021: -$78,0222021Revenue 2022: $940,900Expenses 2022: $868,031Net Income 2022: $72,8692022Revenue 2023: $985,045Expenses 2023: $978,509Net Income 2023: $6,5362023Revenue 2024: $1,176,196Expenses 2024: $1,168,332Net Income 2024: $7,8642024

Highlighted filing

2024

Revenue$1,176,196
Expenses$1,168,332
Net Income$7,864
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$342,941
Liabilities
$8,700
Net assets
$334,241
Revenue
$1,176,196
Expenses
$1,168,332
Net income
$7,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.01$0.33$1.18$1.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.02$0.33$0.99$0.98$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.02$0.32$0.94$0.87$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.03$0.25$0.60$0.68$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.01$0.32$0.35$0.51$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.90$0.66$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.50$0.49$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.23$0.52$0.55$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.60$0.60$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$0.35$0.46$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.56$0.32$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 16, 2024
Return Version
2023v5.1
Gross Receipts
$1,176,196
Mission and Program Overview

Mission

Established to provide networking education and idea exchange among peer presidents chairpersons and executives

To better presidents through improvement of leadership skills, networking, sharing innovative business ideas, creating a strong connection among members, developing a new membership approval system and giving back to communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$167,530$188,208▲ $20,678
Savings and Temporary Cash Investments$177,472$154,733▼ $22,739
Accounts Receivable$3,000--
Total Assets$348,002$342,941▼ $5,061
Liabilities
Accounts Payable and Accrued Expenses$21,625$8,700▼ $12,925
Total Liabilities$21,625$8,700▼ $12,925
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$326,377$334,241▲ $7,864
Total Net Assets Fund Balance$326,377$334,241▲ $7,864
Total Liabilities and Net Assets / Fund Balance$348,002$342,941▼ $5,061
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Masie AmonChapter AdminPT$91,978$91,978

Board Members and Trustees

NameTitle
Meaghan RoseChapter Chair
Arturo ElizondoComm Impact Chair
Danielle GarciaFamily Co-chair
Roy NgFamily Co-chair
Liz MullerForum Chair
Michael HeinrichLearning Chair
Elizabeth StriblingMember Engagement Chair
Carlos Gonzalez De VillaumbrosiaMembership Chair
Jennifer StakichPartner Forum Chair
Tim JohnsonCommunications
Varish GoyalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,170,446
Investment Income
$5,750
Other Revenue
$0
Change in Net Assets
$7,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,049,900
Salaries, Compensation, and Employee Benefits$118,432
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$853,388$154,017-$1,007,405
Current Officers, Directors, Trustees, and Key Employees$112,451--$112,451
Fees for Services Accounting$14,415--$14,415
Office Expenses$7,403$5,700-$13,103
Advertising$9,050--$9,050
Other Employee Benefits$5,981--$5,981
Fees for Services Legal$4,484--$4,484
Travel$1,443--$1,443
Total Functional Expenses$1,008,615$159,717$0$1,168,332
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
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Prior to submission the treasurer sends a copy to all board officers with a required acknowledgement that they have reviewed the document and have no questions.”

Form 990, Part VI, Section C, Line 18

“A draft copy of the form 990 will be provided to the treasurer and administrative official before the return is filed.”

Form 990, Part VI, Section C, Line 19

“If any changes are needed, the treasurer and administrator will advise and have the return updated and reviewed before it is filed.”

Filing and Contact Details

Filer

Filer Name
Ypo Sf Bay Chapter
EIN
11-3775559
Phone
4153774994
Address
7960 B SOQUEL DRIVE 277, APTOS, CA 95003

Signing Officer

Name
Masie Amon
Title
Chapter Admin
Phone
4153774994
Signed
2024-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Masie Amon
Formed
2006
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
25

Preparer

Firm
Robert Lee & Associates Llp
Address
999 W TAYLOR STREET STE A, SAN JOSE, CA 95126
Preparer
Scott R Smead
Phone
4088556770
Raw XML Appendix329 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO SUBMISSION THE TREASURER SENDS A COPY TO ALL BOARD OFFICERS WITH A REQUIRED ACKNOWLEDGEMENT THAT THEY HAVE REVIEWED THE DOCUMENT AND HAVE NO QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT COPY OF THE FORM 990 WILL BE PROVIDED TO THE TREASURER AND ADMINISTRATIVE OFFICIAL BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IF ANY CHANGES ARE NEEDED, THE TREASURER AND ADMINISTRATOR WILL ADVISE AND HAVE THE RETURN UPDATED AND REVIEWED BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt01168332
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt08700
IRS990/TotalLiabilitiesGrp/BOYAmt021625
IRS990/TotalLiabilitiesGrp/EOYAmt08700
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0326377
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0334241
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt01170446
IRS990/TotalReportableCompFromOrgAmt091978
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01176196
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01176196
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0348002
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IRS990/TravelGrp/TotalAmt01443
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07960 B SOQUEL DRIVE 277
IRS990/USAddress/CityNm0APTOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095003
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MASIE AMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAPTER ADMIN
ReturnHeader/BusinessOfficerGrp/PhoneNum04153774994
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YPO SF BAY CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0YPOS
ReturnHeader/Filer/EIN0113775559
ReturnHeader/Filer/PhoneNum04153774994
ReturnHeader/Filer/USAddress/AddressLine1Txt07960 B SOQUEL DRIVE 277
ReturnHeader/Filer/USAddress/CityNm0APTOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095003
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271155496
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT LEE & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0999 W TAYLOR STREET STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095126
ReturnHeader/PreparerPersonGrp/PhoneNum04088556770
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT R SMEAD
ReturnHeader/ReturnTs02024-11-05T15:24:56-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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