Civic Intelligence

Ypo Gold Orange County Chapter

EIN 81-4947673 • 501(c)6 • Orange, CA

Profile

NONE

2411 N Glassell StreetOrange, CA 92865

n/A

Siviq Scores

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

Liabilities / Assets

64th percentile

0.03x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

45th percentile

-1.4%

Higher net margin than 45% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

42nd percentile

-6.2%

Faster asset growth than 42% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

9.1%

Faster revenue growth than 66% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$150,476

Down $9,953 (-6.2%) from 2023

Liabilities

Down

$4,125

Down $5,875 (-59%) from 2023

Net Assets

Down

$146,351

Down $4,078 (-2.7%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin45th percentile

Revenue

Up

$301,600

Up $25,033 (+9.1%) from 2023

Expenses

Up

$305,678

Up $52,459 (+21%) from 2023

Net Income

Down

-$4,078

Down $27,426 (-117%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$200K$150K$100K$50K$0Assets 2017: $1Liabilities 2017: $02017Assets 2018: $1Liabilities 2018: $02018Assets 2019: $149,933Liabilities 2019: $0Net Assets 2019: $149,9332019Assets 2022: $130,861Liabilities 2022: $3,780Net Assets 2022: $127,0812022Assets 2023: $160,429Liabilities 2023: $10,000Net Assets 2023: $150,4292023Assets 2024: $150,476Liabilities 2024: $4,125Net Assets 2024: $146,3512024

Highlighted filing

2024

Assets$150,476
Liabilities$4,125
Net Assets$146,351
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $267,578Expenses 2019: $117,645Net Income 2019: $149,9332019Revenue 2022: $249,957Expenses 2022: $243,874Net Income 2022: $6,0832022Revenue 2023: $276,567Expenses 2023: $253,219Net Income 2023: $23,3482023Revenue 2024: $301,600Expenses 2024: $305,678Net Income 2024: -$4,0782024

Highlighted filing

2024

Revenue$301,600
Expenses$305,678
Net Income-$4,078
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$150,476
Liabilities
$4,125
Net assets
$146,351
Revenue
$301,600
Expenses
$305,678
Net income
-$4,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.04$1.46$3.02$3.06$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.10$1.50$2.77$2.53$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.04$1.27$2.50$2.44$0.06
2019Summary only. Only limited summary data is available for this year.$1.50$0.00$1.50$2.68$1.18$1.50
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 29, 2024
Return Version
2023v5.1
Gross Receipts
$301,600
Mission and Program Overview

Mission

NONE

The organization provides educational programs and promotes idea exchanges among its members, who all became presidents of their own companies by age 50.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$150,000-
Cap Stk Tr Prin Current Funds$150,429$146,351▼ $4,078
Accounts Receivable$8,750$0▼ $8,750
Cash and Non-Interest-Bearing Accounts$151,679$476▼ $151,203
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$160,429$150,476▼ $9,953
Liabilities
Deferred Revenue$10,000$4,125▼ $5,875
Total Liabilities$10,000$4,125▼ $5,875
Net Assets / Fund Balance
Total Net Assets Fund Balance$150,429$146,351▼ $4,078
Total Liabilities and Net Assets / Fund Balance$160,429$150,476▼ $9,953
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Ryan RiechesChapter Chair
Chris BraunBoard Member
Shawn RogersBoard Member
Sergio BecharaAssistant Learning Officer
Jeff SchafferFinance Officer
Andy HarrisForum/ Family Officer
Jonathan CronstedtMember Engagement/communication Officer
Chris PenningtonMembership Officer
Terry AdamsSecretary/learning Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$301,590
Program Service Revenue
$0
Investment Income
$10
Other Revenue
$0
Change in Net Assets
$-4,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$305,678
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$23,699-$23,699
Fees for Services Legal-$4,735-$4,735
Other Expenses$248,304$2,540-$2,540
Total Functional Expenses$248,304$57,374$0$305,678
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members join the organization to enhance their decision making and leadership skills.”

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

“Members elect the governing board at their annual meeting by a majority vote.”

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

“Decisions and policies of the governing board are voted upon at the members annual meeting.”

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

“Form 990 is reviewed at a board meeting before being signed by a board member and filed.”

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

“Annual review required and performed by the board of directors.”

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

“Industry standards are reviewed and used by the board of directors.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Ypo Gold Orange County Chapter
EIN
81-4947673
Phone
9496334147
Address
2411 N GLASSELL STREET, ORANGE, CA 92865

Signing Officer

Name
Jeff Schaffer
Title
Financial Officer
Phone
9496334147
Signed
2024-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Schaffer
Formed
2017
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Lyons Accountancy Group
Address
7964 ARJONS DR SUITE B, SAN DIEGO, CA 92126
Preparer
Scott M Lyons CPA
Phone
8583621099
Supplemental Narrative

Financial Statement Notes

Form 990 Part IV Line 11D

“MEMBER DUES RECEIVABLE”

Raw XML Appendix324 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
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IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02411 N GLASSELL STREET
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm0JONATHAN CRONSTEDT
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IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS PENNINGTON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER ENGAGEMENT/COMMUNICATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBERSHIP OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAPTER CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5FINANCE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY/LEARNING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7FORUM/ FAMILY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8ASSISTANT LEARNING OFFICER
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IRS990/FSAuditedInd00
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IRS990/GrantsToIndividualsInd00
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IRS990/LocalChaptersInd00
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IRS990/MissionDesc0NONE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS JOIN THE ORGANIZATION TO ENHANCE THEIR DECISION MAKING AND LEADERSHIP SKILLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE GOVERNING BOARD AT THEIR ANNUAL MEETING BY A MAJORITY VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS AND POLICIES OF THE GOVERNING BOARD ARE VOTED UPON AT THE MEMBERS ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED AT A BOARD MEETING BEFORE BEING SIGNED BY A BOARD MEMBER AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL REVIEW REQUIRED AND PERFORMED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INDUSTRY STANDARDS ARE REVIEWED AND USED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02411 N GLASSELL STREET
IRS990/USAddress/CityNm0ORANGE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092865
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF SCHAFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09496334147
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YPO GOLD ORANGE COUNTY CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0YPOG
ReturnHeader/Filer/EIN0814947673
ReturnHeader/Filer/PhoneNum09496334147
ReturnHeader/Filer/USAddress/AddressLine1Txt02411 N GLASSELL STREET
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092865
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330671936
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYONS ACCOUNTANCY GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07964 ARJONS DR SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092126
ReturnHeader/PreparerPersonGrp/PhoneNum08583621099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT M LYONS CPA
ReturnHeader/ReturnTs02024-11-14T17:19:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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