TY 2013 Form 990

(A)
Name and Title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W- 2/1099-MISC)

(E)
Reportable compensation from related organizations (W- 2/1099-MISC)

(F)
Estimated amount of other compensation from the organization and related organizations

(1) SYLVIA EDNEY........................................................................
CHAPTER ADMINISTRATOR

20.00
.......................

36,275

(2) SETH M STREETER........................................................................
MEMBERSHIP CHAIR

2.00
.......................

(3) DAVID R CLARK........................................................................
EDUCATION CHAIR

2.00
.......................

(4) TYLER DUNCAN........................................................................
FINANCE CHAIR

2.00
.......................

(5) GORDON P MILLER........................................................................
FORUM CHAIR

2.00
.......................

(6) JASON SPIEVAK........................................................................
IT & COMMUNICATIONS CHAIR

2.00
.......................

(7) CHRIS LOMBARDI........................................................................
CHAPTER CHAIR

2.00
.......................

(8) ERIKA E HERTHEL........................................................................
SPOUSE FORUM COORDINATOR

2.00
.......................

(9) SARAH PASKIN........................................................................
YOUTH AND FAMILY CHAIR

2.00
.......................

(10) MATT MARQUIS........................................................................
NETWORKS CHAIR

2.00
.......................

(11) ED STEVENS........................................................................
VICE CHAPTER CHAIR/SPECIAL EVENTS

2.00
.......................

(12) MICHAEL PASKIN........................................................................
INTEGRATION CHAIR

2.00
.......................

(13) CLIFF WYATT........................................................................
WPO INTEGRATION CHAIR

2.00
.......................

(A)
Name and Title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W- 2/1099-MISC)

(E)
Reportable compensation from related organizations (W- 2/1099-MISC)

(F)
Estimated amount of other compensation from the organization and related organizations

(A)
Name and business address

(B)
Description of services

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet

Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.

(A)
Total expenses

(B)
Program service expenses

(D)
Fundraising expenses

Grants and other assistance to governments and organizations in the United States. See Part IV, line 21

Grants and other assistance to individuals in the United States. See Part IV, line 22

Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16

Benefits paid to or for members

Compensation of current officers, directors, trustees, and key employees ....

36,275

Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....

Other salaries and wages

Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....

Other employee benefits .......

Payroll taxes ...........

Fees for services (non-employees):

Management ......

Legal .........

Accounting ...........

900

Lobbying ...........

Professional fundraising services. See Part IV, line 17

Investment management fees ......

Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........

Advertising and promotion ....

6,132

150

5,982

Office expenses .......

1,315

Information technology ......

587

Royalties ..

Occupancy ...........

11,500

Travel ............

11,566

7,927

3,639

Payments of travel or entertainment expenses for any federal, state, or local public officials ......

Conferences, conventions, and meetings ....

Interest ...........

Payments to affiliates .......

Depreciation, depletion, and amortization .....

Insurance ..............

Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)

CUBASPHERE

75,099

PRESIDENT RETREAT

36,316

FOOD/EVENT CATERING

27,519

ENTERTAINMENT

22,904

All other expenses

67,849

61,093

6,756

Total functional expenses. Add lines 1 through 24e

297,962

278,783

19,179

Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet

if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............	62,936	1	72,891
2	Savings and temporary cash investments .........	53,214	2	41,902
3	Pledges and grants receivable, net ...........		3
4	Accounts receivable, net .............		4
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
			5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
			6
7	Notes and loans receivable, net .............		7
8	Inventories for sale or use ..............		8
9	Prepaid expenses and deferred charges ..........		9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation .....	10b			10c
11	Investments—publicly traded securities ..........		11
12	Investments—other securities. See Part IV, line 11 .....		12
13	Investments—program-related. See Part IV, line 11 .....		13
14	Intangible assets ...............		14
15	Other assets. See Part IV, line 11 ...........		15
16	Total assets. Add lines 1 through 15 (must equal line 34)......	116,150	16	114,793
	17	Accounts payable and accrued expenses .........		17
18	Grants payable .................		18
19	Deferred revenue ................		19
20	Tax-exempt bond liabilities .............		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ....		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................		25
26	Total liabilities. Add lines 17 through 25.........	0	26	0
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............	116,150	27	114,793
28	Temporarily restricted net assets ...........		28
29	Permanently restricted net assets ...........		29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........		30
31	Paid-in or capital surplus, or land, building or equipment fund .....		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	116,150	33	114,793
34	Total liabilities and net assets/fund balances ........	116,150	34	114,793

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............

(A)
Beginning of year

(B)
End of year

Cash–non-interest-bearing .............

62,936

72,891

Savings and temporary cash investments .........

53,214

41,902

Pledges and grants receivable, net ...........

Accounts receivable, net .............

Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................

Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L

Notes and loans receivable, net .............

Inventories for sale or use ..............

Prepaid expenses and deferred charges ..........

10a

Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D

10a

Less: accumulated depreciation .....

10b

10c

Investments—publicly traded securities ..........

Investments—other securities. See Part IV, line 11 .....

Investments—program-related. See Part IV, line 11 .....

Intangible assets ...............

Other assets. See Part IV, line 11 ...........

Total assets. Add lines 1 through 15 (must equal line 34)......

116,150

114,793

Accounts payable and accrued expenses .........

Grants payable .................

Deferred revenue ................

Tax-exempt bond liabilities .............

Escrow or custodial account liability. Complete Part IV of Schedule D..

Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified

persons. Complete Part II of Schedule L..........

Secured mortgages and notes payable to unrelated third parties ..

Unsecured notes and loans payable to unrelated third parties ....

Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................

Total liabilities. Add lines 17 through 25.........

Organizations that follow SFAS 117 (ASC 958), check here MediumBullet

and complete lines 27 through 29, and lines 33 and 34.

Unrestricted net assets ..............

116,150

114,793

Temporarily restricted net assets ...........

Permanently restricted net assets ...........

Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet

and complete lines 30 through 34.

Capital stock or trust principal, or current funds ........

Paid-in or capital surplus, or land, building or equipment fund .....

Retained earnings, endowment, accumulated income, or other funds

Total net assets or fund balances ...........

116,150

114,793

Total liabilities and net assets/fund balances ........

116,150

114,793

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public
Inspection

Name of the organization

YOUNG PRESIDENTS' ORGANIZATION INC
SANTA BARBARA CHAPTER

Employer identification number

74-2744885

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 2	MARK HERTHEL IS THE HUSBAND OF ERIKA HERTHEL. MICHAEL AND SARAH PASKIN ARE HUSBAND AND WIFE.
FORM 990, PART VI, SECTION B, LINE 11	THE ORGANIZATION PROVIDES A COPY OF THE TAX RETURN TO THE TREASURER AND CHAPTER CHAIR FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 15	THE ORGANIZATION'S CEO/DEPARTMENT CHAIR IS NOT COMPENSATED. THE ORGANIZATION'S CHAPTER ADMINISTRATOR IS THE ONLY OFFICER WHO RECEIVES COMPENSATION. THIS OFFICER'S COMPENSATION IS BELOW MARKET RATES AND IS REVIEWED AND APPROVED BY THE DEPARTMENT CHAIR.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 24E	SPEAKER FEES: PROGRAM SERVICE EXPENSES 16,775. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,775. YPO FORUM: PROGRAM SERVICE EXPENSES 10,006. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,006. RESOURCE: PROGRAM SERVICE EXPENSES 6,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,750. EVENT MANAGEMENT FEE: PROGRAM SERVICE EXPENSES 6,663. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,663. RENTAL - EQUIPMENT: PROGRAM SERVICE EXPENSES 5,167. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,167. STRATEGY MEETING: PROGRAM SERVICE EXPENSES 3,766. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,766. HOTEL MEETING: PROGRAM SERVICE EXPENSES 3,224. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,224. MATERIALS: PROGRAM SERVICE EXPENSES 2,851. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,851. FEE REBATES: PROGRAM SERVICE EXPENSES 1,977. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,977. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,790. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,790. AUDIO/VISUAL: PROGRAM SERVICE EXPENSES 1,670. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,670. TRAINING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,500. TAXES, NET OF REFUND: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,460. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,460. DUES SUBSCRIPTIONS AND FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,170. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,170. DESIGN: PROGRAM SERVICE EXPENSES 1,037. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,037. PRINTING: PROGRAM SERVICE EXPENSES 637. MANAGEMENT AND GENERAL EXPENSES 130. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 767. GIFTS: PROGRAM SERVICE EXPENSES 483. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 483. MEALS & ENTERTAINMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 410. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 410. SUPPLIES: PROGRAM SERVICE EXPENSES 87. MANAGEMENT AND GENERAL EXPENSES 296. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 383.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2013

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO PROMOTE THE EXCHANGE OF BUSINESS IDEAS IN THE LOCAL SANTA BARBARA BUSINESS COMMUNITY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	13
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	13
5	Total number of individuals employed in calendar year 2013 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	135,012	0
9	Program service revenue (Part VIII, line 2g) .........	86,528	282,919
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	833	150
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	13,536
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	222,373	296,605
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	30,821	36,275
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	247,114	261,687
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	277,935	297,962
19	Revenue less expenses. Subtract line 18 from line 12.......	-55,562	-1,357
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	116,150	114,793
21	Total liabilities (Part X, line 26).............	0	0
22	Net assets or fund balances. Subtract line 21 from line 20.....	116,150	114,793

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 278,783 including grants of $ ) (Revenue $ )
	PROMOTION OF THE EXCHANGE OF ENTERPRENEURAL IDEAS IN THE LOCAL SANTA BARBARA BUSINESS COMMUNITY THROUGH THE CONDUCT OF MEETINGS FOR MEMBERS TO DISCUSS BUSINESS ISSUES.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses278,783

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	36,275	0	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f

g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......
			Business Code
2a	MEMBER DUES AND ASSESS		813920	142,962	142,962
b	PROGRAM REVENUE (CO-PA		813920	113,081	113,081
c	OTHER REVENUE		813920	16,660	16,660
d	REIMBURSEMENTS		813920	9,216	9,216
e	YPOI FUNDS		813920	1,000	1,000
f	All other program service revenue .
g	Total. Add lines 2a–2f........			282,919
3	Investment income (including dividends, interest, and other similar amounts).......			543	543
4	Income from investment of tax-exempt bond proceeds..
5	Royalties...........
		(i) Real	(ii) Personal
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	24,988
b	Less: cost or other basis and sales expenses	25,381
c	Gain or (loss)	-393
d	Net gain or (loss)..........			-393	-393
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ..
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Miscellaneous Revenue			Business Code
11a	CUMULATIVE ADJUSTMENT		900099	13,536	13,536
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			13,536
12	Total revenue. See Instructions......			296,605	296,605	0	0

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......
b	Total lobbying expenditures to influence a legislative body (direct lobbying) .......
c	Total lobbying expenditures (add lines 1a and 1b) ...................
d	Other exempt purpose expenditures ........................
e	Total exempt purpose expenditures (add lines 1c and 1d) ...............
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ......................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures