Civic Intelligence

Eo Orange County

990 • Fiscal year 2016 • EIN 33-0960182

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 13, 2017

861 N Parkview Drive No 200El Segundo, CA 90245

(951) 698-6848

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$208,900

Up $61,734 (+42%) from 2015

Net Assets

Up

$208,109

Up $60,943 (+41%) from 2015

Liabilities

Up

$791

Up $791 from 2015

Revenue And Expenses

Revenue

Up

$390,640

Up $30,135 (+8.4%) from 2015

Expenses

Up

$329,697

Up $53,059 (+19%) from 2015

Net Income

Down

$60,943

Down $22,924 (-27%) from 2015

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

2016

Assets$208,900
Liabilities$791
Net Assets$208,109

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

2016

Revenue$390,640
Expenses$329,697
Net Income$60,943
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 13, 2017
Return Version
2015v3.0
Gross Receipts
$390,640
Mission and Program Overview

Mission

To engage leading entrepreneurs to learn and grow.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$147,166$208,900▲ $61,734
Total Assets$147,166$208,900▲ $61,734
Liabilities
Accounts Payable and Accrued Expenses-$791-
Total Liabilities$0$791▲ $791
Net Assets / Fund Balance
Unrestricted Net Assets$147,166$208,109▲ $60,943
Total Net Assets Fund Balance$147,166$208,109▲ $60,943
Total Liabilities and Net Assets / Fund Balance$147,166$208,900▲ $61,734
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Cindy ChaseyChapter AdministratorPT$38,539$38,539

Board Members and Trustees

NameTitle
Steve BenderAccelerator Chair
Michael MeyerAccelerator Co-chair
Craig MartynCommunications Chair
Tony WongFinance Chair
Dan EnglandForum Chair & President Elect
Jennifer RelloGsea Chair
Justin BarrGsea Co-chair
Emily StolanIntegration Chair
Anthony GeraciLearning Chair
Ace PatelLearning Co-chair
Kevin GramianLearning Co-chair
Russ RosenzweigLearning Co-chair
Chris BatesMembership Chair
Alice KaoMembership Co-chair
Lee MayerStrategic Alliance Chair
Francis HuPresident
Kerry FiscusSpousal Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$390,600
Program Service Revenue
$0
Investment Income
$40
Other Revenue
$0
All Other Contributions
$70,058
Change in Net Assets
$60,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$285,603
Salaries, Compensation, and Employee Benefits$44,094
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$53,689$15,859-$69,548
Other Salaries and Wages$30,831$7,708-$38,539
Office Expenses$9,025$2,644-$11,669
Advertising-$7,604-$7,604
Fees for Services Accounting-$5,584-$5,584
Payroll Taxes$4,444$1,111-$5,555
Other Expenses$4,158$4,658-$4,658
Insurance-$3,076-$3,076
All Other Expenses$2,058$234-$2,292
Fees for Services Other$1,377$344-$1,721
Total Functional Expenses$278,228$51,469$0$329,697
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

Filer Name
Young Entrepreneurs Organization of
EIN
33-0960182
Phone
9516986848
Address
861 N PARKVIEW DRIVE NO 200, EL SEGUNDO, CA 90245

Signing Officer

Name
Daniel England
Title
President
Phone
9516986848
Signed
2017-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel England
Formed
2001
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
17
Employees
1
Volunteers
0

Preparer

Firm
Beach Freeman Lim & Cleland Llp
Address
861 PARKVIEW DR N SUITE 200, EL SEGUNDO, CA 90245
Preparer
Steve Cleland
Phone
3104471234
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IRS990/PayrollTaxesGrp/TotalAmt05555
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DANIEL ENGLAND
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0TRAINING AND DEVELOPMENT - TRAINING AND DEVELOPMENT INCLUDES FORUM TRAINING, MODERATOR TRAINING AND SUPPORT FOR FORUM AND MODERATORS. THIS ENHANCES MEMBERS' SKILLS IN SHARING EXPERIENCES, IDEAS AND OTHER INFORMATION.IN ADDITION, THIS INCLUDES BOARD MEMBER ATTENDANCE AT THE EO GLOBAL LEADERS CONFERENCE ANNUALLY. THIS CONFERENCE TRAINS THE BOARD MEMBERS ON BEST PRACTICES FOR THEIR BOARD POSITIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt049134
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0360483
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt022
IRS990/PYOtherExpensesAmt0238521
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt083867
IRS990/PYSalariesCompEmpBnftPaidAmt038117
IRS990/PYTotalExpensesAmt0276638
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0360505
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt060943
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0393000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0360483
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0273578
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0241783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0321878
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01590722
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt075
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt075
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01590722
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0393000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0360483
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0273578
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0241783
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0321878
IRS990ScheduleA/Total509Grp/TotalAmt01590722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0393040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0360505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0273591
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0241783
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0321878
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01590797
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/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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0147166
IRS990/TotalAssetsEOYAmt0208900
IRS990/TotalAssetsGrp/BOYAmt0147166
IRS990/TotalAssetsGrp/EOYAmt0208900
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0390600
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051469
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0278228
IRS990/TotalFunctionalExpensesGrp/TotalAmt0329697
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0791
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0791
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0147166
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0208109
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0278228
IRS990/TotalReportableCompFromOrgAmt038539
IRS990/TotalRevenueGrp/ExclusionAmt040
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0390640
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0147166
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0208900
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0147166
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0208109
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0861 N PARKVIEW DRIVE NO 200
IRS990/USAddress/CityNm0EL SEGUNDO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090245

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