Civic Intelligence

Ypo Gold Oregon Chapter

990EZ • Fiscal year 2020 • EIN 20-5297699

Jul 01, 2019 to Jun 30, 2020 • Filed on May 05, 2021

C/O Janet Mchugh -5434 River Road NKeizer, OR 97303

(503) 757-6693

Siviq Scores

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

Liabilities / Assets

78th percentile

0.18x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.25x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

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

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

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

Asset Growth

17th percentile

-20%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

81st percentile

3.7%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

Down

$144,611

Down $36,918 (-20%) from 2019

Net Assets

Up

$119,096

Up $27,850 (+31%) from 2019

Liabilities

Down

$25,515

Down $64,768 (-72%) from 2019

Revenue

Up

$100,690

Up $3,567 (+3.7%) from 2019

Expenses

Down

$72,840

Down $3,234 (-4.3%) from 2019

Net Income

Up

$27,850

Up $6,801 (+32%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $74,873Liabilities 2012: $02012Assets 2013: $49,091Liabilities 2013: $0Net Assets 2013: $49,0912013Assets 2014: $11,469Net Assets 2014: $11,4692014Assets 2015: $31,946Net Assets 2015: $31,9462015Assets 2016: $81,989Liabilities 2016: $32,441Net Assets 2016: $49,5482016Assets 2017: $52,139Liabilities 2017: $02017Assets 2018: $83,847Liabilities 2018: $13,650Net Assets 2018: $70,1972018Assets 2019: $181,529Liabilities 2019: $90,283Net Assets 2019: $91,2462019Assets 2020: $144,611Liabilities 2020: $25,515Net Assets 2020: $119,0962020Assets 2021: $163,026Net Assets 2021: $163,0262021Assets 2022: $203,441Liabilities 2022: $17,010Net Assets 2022: $186,4312022Assets 2023: $175,923Liabilities 2023: $14,580Net Assets 2023: $161,3432023Assets 2024: $244,980Liabilities 2024: $59,778Net Assets 2024: $185,2022024

Highlighted filing

2020

Assets$144,611
Liabilities$25,515
Net Assets$119,096

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $80,550Expenses 2012: $70,222Net Income 2012: $10,3282012Revenue 2013: $237,612Expenses 2013: $263,394Net Income 2013: -$25,7822013Revenue 2014: $40,167Expenses 2014: $77,789Net Income 2014: -$37,6222014Revenue 2015: $65,932Expenses 2015: $45,455Net Income 2015: $20,4772015Revenue 2016: $175,752Expenses 2016: $158,150Net Income 2016: $17,6022016Revenue 2017: $170,456Expenses 2017: $167,865Net Income 2017: $2,5912017Revenue 2018: $100,093Expenses 2018: $82,035Net Income 2018: $18,0582018Revenue 2019: $97,123Expenses 2019: $76,074Net Income 2019: $21,0492019Revenue 2020: $100,690Expenses 2020: $72,840Net Income 2020: $27,8502020Revenue 2021: $95,308Expenses 2021: $51,377Net Income 2021: $43,9312021Revenue 2022: $105,587Expenses 2022: $82,181Net Income 2022: $23,4062022Revenue 2023: $100,186Expenses 2023: $125,274Net Income 2023: -$25,0882023Revenue 2024: $126,756Expenses 2024: $102,896Net Income 2024: $23,8602024

Highlighted filing

2020

Revenue$100,690
Expenses$72,840
Net Income$27,850
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 5, 2021
Return Version
2019v5.0
Gross Receipts
$100,690
Mission and Program Overview

Mission

LEADERSHIP TRAINING

Program Services

DescriptionGrantsExpenses
ORGANIZATION HAD 69 MEMBERS FOR THE 2019-2020 FISCAL YEAR. PROVIDED MONTHLY EDUCATIONAL PROGRAMS BY REMOTE, 7 TO 10 PROGRAMS PER YEAR, WITH NETWORKING, IDEA EXCHANGE FOR ALL MEMBERS. SOME MEETINGS ARE SHARED WITH THE YPO OREGON CHAPTER ORGANIZATION, A SIMILAR GROUP WITH MEMBERS WHO ARE YOUNGER THAN THE OREGON YPO GOLD GROUP.--
FORUM PROGRAMS, SMALLER GROUPS OF MEMBERS PROVIDING IDEA EXCHANGE AND PROBLEM SOLVING SUPPORT.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDY ROMPAYng Officer-$0--
KAREN HOLCESpouse Forum-$0--
JESS WETSELLearning Off-$0--
BRIAN RICEChapter Chai-$0--
KENT HOLCEForum Office-$0--
Filing and Contact Details

Filer

Filer Name
Ypo Gold Oregon Chapter
EIN
20-5297699
Phone
5037576693
Address
C/O JANET MCHUGH -5434 RIVER ROAD N, KEIZER, OR 97303

Signing Officer

Name
Jess Wetsel
Title
Learning Officer
Phone
5037576693
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Brenner & Company Llp
Address
PO BOX 12746, SALEM, OR 97309-0746
Preparer
Joanna L Langdale CPA
Phone
5035858414
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses travel 1,034 meals 9,584 reimbursements 521 website 4,016 speakers, programs, etc 16,892 gifts to speakers/members 4,621 parking 527 total 37,195

Form 990-ez, Part II, Line 24

Accounts receivable 2,639 0 total 2,639 0

Form 990-ez, Part II, Line 26

Deferred revenue 90,283 25,515

Form 990-ez, Part III, Line 28

Organization had 69 members for the 2019-2020 fiscal year. Provided monthly educational programs by remote, 7 to 10 programs per year, with networking, idea exchange for all members. Some meetings are shared with the ypo oregon chapter organization, a similar group with members who are younger than the oregon ypo gold group.

Raw XML Appendix112 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JANET MCHUGH
IRS990EZ/BooksInCareOfDetail/PhoneNum05037576693
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05434 RIVER ROAD NORTH SUITE 183
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KEIZER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097303
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0178890
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0144611
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027850
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt018185
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0181529
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0144611
IRS990EZ/GrossReceiptsAmt0100690
IRS990EZ/GroupExemptionNum07096
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt095428
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt091246
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119096
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt091246
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119096
IRS990EZ/OccupancyRentUtltsAndMaintAmt016796
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDY ROMPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN HOLCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESS WETSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KENT HOLCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0YNG OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SPOUSE FORUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2LEARNING OFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAPTER CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FORUM OFFICE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02639
IRS990EZ/OtherExpensesTotalAmt037195
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LEADERSHIP TRAINING
IRS990EZ/PrintingPublicationsPostageAmt0664
IRS990EZ/ProgramServiceRevenueAmt05250
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION HAD 69 MEMBERS FOR THE 2019-2020 FISCAL YEAR. PROVIDED MONTHLY EDUCATIONAL PROGRAMS BY REMOTE, 7 TO 10 PROGRAMS PER YEAR, WITH NETWORKING, IDEA EXCHANGE FOR ALL MEMBERS. SOME MEETINGS ARE SHARED WITH THE YPO OREGON CHAPTER ORGANIZATION, A SIMILAR GROUP WITH MEMBERS WHO ARE YOUNGER THAN THE OREGON YPO GOLD GROUP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FORUM PROGRAMS, SMALLER GROUPS OF MEMBERS PROVIDING IDEA EXCHANGE AND PROBLEM SOLVING SUPPORT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt090283
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt025515
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072840
IRS990EZ/TotalRevenueAmt0100690
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WPO.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL 1,034 MEALS 9,584 REIMBURSEMENTS 521 WEBSITE 4,016 SPEAKERS, PROGRAMS, ETC 16,892 GIFTS TO SPEAKERS/MEMBERS 4,621 PARKING 527 TOTAL 37,195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 2,639 0 TOTAL 2,639 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 90,283 25,515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION HAD 69 MEMBERS FOR THE 2019-2020 FISCAL YEAR. PROVIDED MONTHLY EDUCATIONAL PROGRAMS BY REMOTE, 7 TO 10 PROGRAMS PER YEAR, WITH NETWORKING, IDEA EXCHANGE FOR ALL MEMBERS. SOME MEETINGS ARE SHARED WITH THE YPO OREGON CHAPTER ORGANIZATION, A SIMILAR GROUP WITH MEMBERS WHO ARE YOUNGER THAN THE OREGON YPO GOLD GROUP.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESS WETSEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0LEARNING OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05037576693
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YPO GOLD OREGON CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0YPOG
ReturnHeader/Filer/EIN0205297699
ReturnHeader/Filer/PhoneNum05037576693
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O JANET MCHUGH -5434 RIVER ROAD N
ReturnHeader/Filer/USAddress/CityNm0KEIZER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097303
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930572369
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRENNER & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 12746
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0973090746
ReturnHeader/PreparerPersonGrp/PhoneNum05035858414
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNA L LANGDALE CPA
ReturnHeader/ReturnTs02021-05-14T15:42:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.45$0.60$1.85$1.27$1.03$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.15$1.61$1.00$1.25$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.17$1.86$1.06$0.82$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$1.63$0.95$0.51$0.44
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.26$1.19$1.01$0.73$0.28
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.90$0.91$0.97$0.76$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.14$0.70$1.00$0.82$0.18
2017Summary only. Only limited summary data is available for this year.$0.52$0.00$1.70$1.68$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.32$0.50$1.76$1.58$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.66$0.45$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.40$0.78$0.38
2013Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$2.38$2.63$0.26
2012Summary only. Only limited summary data is available for this year.$0.75$0.00$0.81$0.70$0.10