Civic Intelligence

Eo Orange County

990 • Fiscal year 2014 • EIN 33-0960182

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

861 Parkview Drive North No 20090245

(951) 698-6848

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

$63,299

No earlier filing loaded for comparison.

Net Assets

$63,299

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$273,591

No earlier filing loaded for comparison.

Expenses

$222,167

No earlier filing loaded for comparison.

Net Income

$51,424

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2014: $63,299Liabilities 2014: $0Net Assets 2014: $63,2992014Assets 2015: $147,166Liabilities 2015: $0Net Assets 2015: $147,1662015Assets 2016: $208,900Liabilities 2016: $791Net Assets 2016: $208,1092016Assets 2018: $221,934Liabilities 2018: $28,445Net Assets 2018: $193,4892018Assets 2019: $299,136Liabilities 2019: $72,245Net Assets 2019: $226,8912019Assets 2020: $347,325Liabilities 2020: $45,159Net Assets 2020: $302,1662020Assets 2021: $518,215Liabilities 2021: $221,019Net Assets 2021: $297,1962021Assets 2022: $695,999Liabilities 2022: $81,494Net Assets 2022: $614,5052022Assets 2023: $777,414Liabilities 2023: $335,479Net Assets 2023: $441,9352023Assets 2024: $742,547Liabilities 2024: $401,623Net Assets 2024: $340,9242024

Highlighted filing

2014

Assets$63,299
Liabilities$0
Net Assets$63,299

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $273,591Expenses 2014: $222,167Net Income 2014: $51,4242014Revenue 2015: $360,505Expenses 2015: $276,638Net Income 2015: $83,8672015Revenue 2016: $390,640Expenses 2016: $329,697Net Income 2016: $60,9432016Revenue 2018: $428,839Expenses 2018: $449,749Net Income 2018: -$20,9102018Revenue 2019: $446,425Expenses 2019: $413,023Net Income 2019: $33,4022019Revenue 2020: $478,070Expenses 2020: $402,795Net Income 2020: $75,2752020Revenue 2021: $480,328Expenses 2021: $485,298Net Income 2021: -$4,9702021Revenue 2022: $1,025,848Expenses 2022: $708,539Net Income 2022: $317,3092022Revenue 2023: $1,434,962Expenses 2023: $1,629,723Net Income 2023: -$194,7612023Revenue 2024: $1,010,832Expenses 2024: $1,111,843Net Income 2024: -$101,0112024

Highlighted filing

2014

Revenue$273,591
Expenses$222,167
Net Income$51,424
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$273,591
Mission and Program Overview

Mission

To engage leading entrepreneurs to learn and grow.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,875$63,299▲ $51,424
Total Assets$11,875$63,299▲ $51,424
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$11,875$63,299▲ $51,424
Total Net Assets Fund Balance$11,875$63,299▲ $51,424
Total Liabilities and Net Assets / Fund Balance$11,875$63,299▲ $51,424
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tony WongAccelerator Chair
Jimmy ChiangAccelerator Co-chair
Jason NiedleCommunications Chair
Dan CasteliniFinance Chair
Joe CastroForum Chair
Daniel EnglandIntegration Chair
Michael DieveneyLearning Chair
Katy HigginsLearning Co-chair
Scott De LongMembership Chair
Bruce WatanabeMentorship Chair
Lee MayerSponsorship Chair
Michael RossPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$273,578
Program Service Revenue
$0
Investment Income
$13
Other Revenue
$0
All Other Contributions
$67,643
Change in Net Assets
$51,424
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$186,084
Salaries, Compensation, and Employee Benefits$36,083
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$22,741$7,859-$30,600
Comp Disqual Persons$21,480$5,370-$26,850
Payroll Taxes$7,386$1,847-$9,233
Other Expenses$3,414$2,893-$2,893
Insurance$851$2,013-$2,864
Office Expenses-$2,680-$2,680
All Other Expenses$1,112$1,055-$2,167
Fees for Services Other$1,365$341-$1,706
Fees for Services Accounting-$1,160-$1,160
Total Functional Expenses$195,163$27,004$0$222,167
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
Lobbying activity
No
Subject to proxy tax
No
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
Yes
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

Membership in yeooc is open to any individual that meets the membership criteria set forth by eo global and any additions thereto set forth in the then applicable yeooc policies and procedures document.

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

The board of directors of yeo is elected by a majority vote by the members.

Form 990, Part VI, Section B, Line 11

Procedures - board members review of form 990 the board members shall have the responsibility for reviewing the organization's form 990 (including all pertinent schedules) before it is filed with the internal revenue service. A draft of the form 990 should be ready for review by the board members prior to the filing deadline. After the draft of the form 990 has been obtained by the board members, they will have no more than two weeks to complete their review. In conducting their review of the draft of the form 990, it is preferred that the board members shall conduct a top-level or big-picture type of review. However, if the board members desires or deems it necessary to conduct a more detailed review of the form 990, then they should contact the preparer of the form 990 to request copies of the relevant detailed tax return workpapers which they would like to see. All of the questions, comments, and suggested revisions set forth by the board members should be documented, along with any responses from the preparer of the form 990, if applicable.

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

The policy is discussed annually at the board of directors meeting.

Form 990, Part VI, Section B, Line 15A

The board of directors annually reviews compensation for all employees using industry data and comparable data from other chapters and eo global.

Form 990, Part VI, Section C, Line 19

The organization currently does not make its financial statements or conflict of interest policy available to the general public. Procedures - public inspection of documents the following organizational documents will be available (for inspection or copying) at the organization's main office during normal business hours at no charge: -eo global internal revenue service determination letter -articles of incorporation -by-laws the public inspection copy of the organization's form 990, from the previous three years (at a minimum), will be available (for inspection or copying) at the organization's main office during normal business hours at no charge. The public inspection copy of the form 990 will not include the schedule a excess contributors or the schedule b names and addresses of contributors. The organization will make best efforts to ensure that the forms 990 held at their main office are the most updated versions of such. For example, in the instance where a form 990 has been amended, the amended version of the form 990 should be the one available for public inspection. When responding to a public inspection request for any organizational document or form 990 by anyone, the organization shall fulfill such request in a timely fashion without inquiring as to the reason for the public inspection request.

Filing and Contact Details

Filer

EIN
33-0960182
Phone
9516986848

Signing Officer

Name
Michael Ross
Title
President
Phone
9516986848
Signed
2015-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Ross
Formed
2001
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
0

Preparer

Preparer
Steve Cleland
Phone
3104471234
Supplemental Narrative

Additional Explanations

FORM 990, PART X, LINE 27:

Beginning unrestricted net assets have been reduced by $116,692 as a result of a prior period adjustment.

Raw XML Appendix381 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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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0277824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0241783
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0321878
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0173963
IRS990ScheduleA/Total509Grp/TotalAmt01015448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0277837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0241783
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0321878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0173963
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01015461
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP IN YEOOC IS OPEN TO ANY INDIVIDUAL THAT MEETS THE MEMBERSHIP CRITERIA SET FORTH BY EO GLOBAL AND ANY ADDITIONS THERETO SET FORTH IN THE THEN APPLICABLE YEOOC POLICIES AND PROCEDURES DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS OF YEO IS ELECTED BY A MAJORITY VOTE BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROCEDURES - BOARD MEMBERS REVIEW OF FORM 990 THE BOARD MEMBERS SHALL HAVE THE RESPONSIBILITY FOR REVIEWING THE ORGANIZATION'S FORM 990 (INCLUDING ALL PERTINENT SCHEDULES) BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. A DRAFT OF THE FORM 990 SHOULD BE READY FOR REVIEW BY THE BOARD MEMBERS PRIOR TO THE FILING DEADLINE. AFTER THE DRAFT OF THE FORM 990 HAS BEEN OBTAINED BY THE BOARD MEMBERS, THEY WILL HAVE NO MORE THAN TWO WEEKS TO COMPLETE THEIR REVIEW. IN CONDUCTING THEIR REVIEW OF THE DRAFT OF THE FORM 990, IT IS PREFERRED THAT THE BOARD MEMBERS SHALL CONDUCT A TOP-LEVEL OR BIG-PICTURE TYPE OF REVIEW. HOWEVER, IF THE BOARD MEMBERS DESIRES OR DEEMS IT NECESSARY TO CONDUCT A MORE DETAILED REVIEW OF THE FORM 990, THEN THEY SHOULD CONTACT THE PREPARER OF THE FORM 990 TO REQUEST COPIES OF THE RELEVANT DETAILED TAX RETURN WORKPAPERS WHICH THEY WOULD LIKE TO SEE. ALL OF THE QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS SET FORTH BY THE BOARD MEMBERS SHOULD BE DOCUMENTED, ALONG WITH ANY RESPONSES FROM THE PREPARER OF THE FORM 990, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE POLICY IS DISCUSSED ANNUALLY AT THE BOARD OF DIRECTORS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS ANNUALLY REVIEWS COMPENSATION FOR ALL EMPLOYEES USING INDUSTRY DATA AND COMPARABLE DATA FROM OTHER CHAPTERS AND EO GLOBAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION CURRENTLY DOES NOT MAKE ITS FINANCIAL STATEMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC. PROCEDURES - PUBLIC INSPECTION OF DOCUMENTS THE FOLLOWING ORGANIZATIONAL DOCUMENTS WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: -EO GLOBAL INTERNAL REVENUE SERVICE DETERMINATION LETTER -ARTICLES OF INCORPORATION -BY-LAWS THE PUBLIC INSPECTION COPY OF THE ORGANIZATION'S FORM 990, FROM THE PREVIOUS THREE YEARS (AT A MINIMUM), WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE. THE PUBLIC INSPECTION COPY OF THE FORM 990 WILL NOT INCLUDE THE SCHEDULE A EXCESS CONTRIBUTORS OR THE SCHEDULE B NAMES AND ADDRESSES OF CONTRIBUTORS. THE ORGANIZATION WILL MAKE BEST EFFORTS TO ENSURE THAT THE FORMS 990 HELD AT THEIR MAIN OFFICE ARE THE MOST UPDATED VERSIONS OF SUCH. FOR EXAMPLE, IN THE INSTANCE WHERE A FORM 990 HAS BEEN AMENDED, THE AMENDED VERSION OF THE FORM 990 SHOULD BE THE ONE AVAILABLE FOR PUBLIC INSPECTION. WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR ANY ORGANIZATIONAL DOCUMENT OR FORM 990 BY ANYONE, THE ORGANIZATION SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BEGINNING UNRESTRICTED NET ASSETS HAVE BEEN REDUCED BY $116,692 AS A RESULT OF A PRIOR PERIOD ADJUSTMENT.
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 B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART X, LINE 27:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011875
IRS990/TotalAssetsEOYAmt063299
IRS990/TotalAssetsGrp/BOYAmt011875
IRS990/TotalAssetsGrp/EOYAmt063299
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0273578
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027004
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0195163
IRS990/TotalFunctionalExpensesGrp/TotalAmt0222167
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011875
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt063299
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0195163
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt013
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0273591
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011875
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt063299
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt011875
IRS990/UnrestrictedNetAssetsGrp/EOYAmt063299
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10861 PARKVIEW DRIVE NORTH NO 200
IRS990/USAddress/City0EL SEGUNDO
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode090245
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.EOACCESS.EONETWORK.ORG/ORANGECOUNTY
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09516986848
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10YOUNG ENTREPRENEURS ORGANIZATION OF ORANGE COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0YOUN
ReturnHeader/Filer/EIN0330960182
ReturnHeader/Filer/PhoneNum09516986848
ReturnHeader/Filer/USAddress/AddressLine10861 PARKVIEW DRIVE NORTH NO 200
ReturnHeader/Filer/USAddress/City0EL SEGUNDO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090245
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562306396
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BEACH FREEMAN LIM & CLELAND LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10861 PARKVIEW DR N SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EL SEGUNDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode090245
ReturnHeader/PreparerPersonGrp/PhoneNum03104471234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE CLELAND
ReturnHeader/ReturnTs02015-05-15T12:32:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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