Civic Intelligence

Ypo Sf Bay Chapter

990 • Fiscal year 2020 • EIN 11-3775559

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

Organization ProfileN/A
4460 Redwood Hwy Suite 16-525San Rafael, CA 94901

(415) 377-4994

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.02x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.02x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

12th percentile

-45%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$92,041

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 26.1% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

11th percentile

-31%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-61%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$331,012

Down $150,885 (-31%) from 2019

Net Assets

Down

$324,994

Down $156,893 (-33%) from 2019

Liabilities

Up

$6,018

Up $6,008 (+60080%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin12th percentile

Revenue

Down

$352,284

Down $549,019 (-61%) from 2019

Expenses

Down

$509,177

Down $146,993 (-22%) from 2019

Net Income

Down

-$156,893

Down $402,026 (-164%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$331,012
Liabilities$6,018
Net Assets$324,994
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$352,284
Expenses$509,177
Net Income-$156,893
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$352,284
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$481,897$331,012▼ $150,885
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$481,897$331,012▼ $150,885
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$10$6,018▲ $6,008
Total Liabilities$10$6,018▲ $6,008
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$481,887$324,994▼ $156,893
Total Net Assets Fund Balance$481,887$324,994▼ $156,893
Total Liabilities and Net Assets / Fund Balance$481,897$331,012▼ $150,885
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Eronaelle KuhnChap AdminPT$92,041$92,041

Board Members and Trustees

NameTitle
Jason BlessingChap Chair
Adam GoldsteinCo-Ed Chair
Jonathan DoochinCo-Ed Chair
Holly BlessingCo-Spouse Chair
Rohini MulpuriCo-Spouse Chair
Kelsie CostsComm Chair
Cory CapocciaFamily Chair
Lindsay CapacciaFamily Co-Chair
Chris StakichForum Chair
Todd RubinInteg Chair
Joanna RileyMembershipChair
Ryan MorrisNetworks Chair
Dev PatnaikBoard Advisor
Zack BodnerSocial Impc Ch
Jennifer StakichSpouse Forum Ch
Jay RuparelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$330,258
Program Service Revenue
$21,976
Investment Income
$50
Other Revenue
$0
Change in Net Assets
$-156,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$409,931
Salaries, Compensation, and Employee Benefits$92,041
Grants and Similar Amounts Paid$7,205
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$335,610--$335,610
Current Officers, Directors, Trustees, and Key Employees$73,633$18,408-$92,041
Grants to Domestic Orgs$7,205--$7,205
Fees for Services Accounting$4,513$1,934-$6,447
Insurance-$2,280-$2,280
Travel$1,688$422-$2,110
All Other Expenses$1,107$977-$2,084
Other Expenses$5,400$2,000-$2,000
Fees for Services Other-$30-$30
Total Functional Expenses$480,564$28,613$0$509,177
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A draft copy of the form 990 will be provided to the treasurer and administrative official before the return is filed. .if any changes are needed, the treasurer and administrator will advise and have the return updated and reviewed before it is filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
YPO SF Bay Chapter
EIN
11-3775559
Phone
4153774994
Address
4460 Redwood Hwy Suite 16-525, San Rafael, CA 94901

Signing Officer

Name
Jay Ruparel
Title
Treasurer
Signed
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
35

Preparer

Firm
Smith & Company CPA
Address
1527 Fifth Avenue, San Rafael, CA 94901
Preparer
Lawrence S Smith CPA
Phone
4154585100
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0330258
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION'S EXEMPT PURPOSE IS TO BETTER PRESIDENTS THROUGH EDUCATION AND IDEA EXCHANGE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0481887
IRS990/NetAssetsOrFundBalancesEOYAmt0324994
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0481887
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0324994
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FORUM EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc1MARKETING
IRS990/OtherExpensesGrp/Desc2GIFTS
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02562
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12000
IRS990/OtherExpensesGrp/ProgramServicesAmt051408
IRS990/OtherExpensesGrp/ProgramServicesAmt15400
IRS990/OtherExpensesGrp/TotalAmt051408
IRS990/OtherExpensesGrp/TotalAmt15400
IRS990/OtherExpensesGrp/TotalAmt22562
IRS990/OtherExpensesGrp/TotalAmt32000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP EVENTS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP FORUM TRAINING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01152
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt120824
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01152
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120824
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0815191
IRS990/PYInvestmentIncomeAmt036
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0656170
IRS990/PYProgramServiceRevenueAmt086076
IRS990/PYRevenuesLessExpensesAmt0245133
IRS990/PYTotalExpensesAmt0656170
IRS990/PYTotalRevenueAmt0901303
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-156893
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0352234
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE FORM 990 WILL BE PROVIDED TO THE TREASURER AND ADMINISTRATIVE OFFICIAL BEFORE THE RETURN IS FILED. .IF ANY CHANGES ARE NEEDED, THE TREASURER AND ADMINISTRATOR WILL ADVISE AND HAVE THE RETURN UPDATED AND REVIEWED BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0481897
IRS990/TotalAssetsEOYAmt0331012
IRS990/TotalAssetsGrp/BOYAmt0481897
IRS990/TotalAssetsGrp/EOYAmt0331012
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0330258
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028613
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0480564
IRS990/TotalFunctionalExpensesGrp/TotalAmt0509177
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010
IRS990/TotalLiabilitiesEOYAmt06018
IRS990/TotalLiabilitiesGrp/BOYAmt010
IRS990/TotalLiabilitiesGrp/EOYAmt06018
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0481887
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0324994
IRS990/TotalProgramServiceExpensesAmt0475638
IRS990/TotalProgramServiceRevenueAmt021976
IRS990/TotalReportableCompFromOrgAmt092041
IRS990/TotalRevenueGrp/ExclusionAmt050
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021976
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0352284
IRS990/TotalVolunteersCnt035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0481897
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0331012
IRS990/TravelGrp/ManagementAndGeneralAmt0422
IRS990/TravelGrp/ProgramServicesAmt01688
IRS990/TravelGrp/TotalAmt02110
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04460 Redwood Hwy Suite 16-525
IRS990/USAddress/CityNm0San Rafael
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094901
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$331,012
Liabilities
$6,018
Net assets
$324,994
Revenue
$352,284
Expenses
$509,177
Net income
-$156,893
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • <$500k nonprofits