2024-05-15T13:23:09-05:00 2023-06-30 420714325 RSM US LLP 30 S 17TH STREET SUITE 710 PHILADELPHIA PA 19103 990 2022-07-01 232143784 YPO GOLD PHILADELPHIA INC YPOG 3025620747 PO BOX 7028 WILMINGTON DE 19803 DAN CAMPBELL FINANCE OFFICER 3025620747 2024-05-15 1 DAN CAMPBELL 999009999 0 LYNNE JOHNSON P00757336 2157654600 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAN CAMPBELL PO BOX 7028 WILMINGTON DE 19803 1000450 0 X N/A X 1977 PA EDUCATION FOR THE ORGANIZATION'S MEMBERS 18 18 0 18 0 0 0 0 504094 1000053 87 397 0 0 504181 1000450 0 0 0 0 0 0 0 0 0 436426 909139 436426 909139 67755 91311 845987 1034279 241188 338169 604799 696110 THE ORGANIZATION PROVIDES EDUCATIONAL PROGRAMS FOR ITS MEMBERS. THE MEMBERSHIP IS COMPRISED OF PRESIDENTS OF LARGER SIZED COMPANIES LOCATED IN THE PHILADELPHIA AREA. 0 0 EDUCATIONAL PROGRAMS PROVIDED FOR THE ORGANIZATION'S MEMBERSHIP SUCH AS UNIVERSITY FUNDAMENTALS, SOCCER/PERFORMANCE, AND GRADUATION EVENTS. 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 3025620747 PO BOX 7028 WILMINGTON DE 19803 X TAMI CAESAR IMMEDIATE PAST CHAIR 5.00 X 0 0 0 ANDY GOLDBERG FORUM OFFICER 5.00 X 0 0 0 MILAN PATEL INCOMING LEARNING OFFICER 5.00 X 0 0 0 BRETT HERSH MEMBER ENGAGEMENT OFFICER 5.00 X 0 0 0 ANDY LEVIN ASSISTANT MEMBER ENGAGEMENT OFFICER 5.00 X 0 0 0 FARID NAIB MEMBERSHIP DIVERSITY OFFICER 5.00 X 0 0 0 MARY JO COLLINS SPOUSE FORUM OFFICER 5.00 X 0 0 0 DEB LYNCH SPOUSE OFFICER 5.00 X 0 0 0 CRAIGER DRAKE FAMILY/YNG OFFICER 5.00 X 0 0 0 TED SWANSON STRATEGIC PLANNING OFFICER 5.00 X 0 0 0 TAC JUSTI CHAPTER LEGACY OFFICER 5.00 X 0 0 0 DREW BROCK MEMBER AT LARGE 5.00 X 0 0 0 JEFF BREGMAN MEMBER AT LARGE 5.00 X 0 0 0 BRAD COPELAND SPOUSE AT LARGE 5.00 X 0 0 0 LEA COHN SPOUSE AT LARGE 5.00 X 0 0 0 RICK SKIDMORE CHAPTER CHAIR 5.00 X X 0 0 0 DREW GEISLER LEARNING OFFICER 5.00 X X 0 0 0 JEFF BERSTEIN FINANCE OFFICER 5.00 X X 0 0 0 0 0 0 0 0 0 0 0 MEMBERSHIP DUES 900099 533860 533860 MEMBER EVENT REVENUE 900099 466193 466193 1000053 397 397 1000450 1000053 0 397 X 14580 103182 3914 786843 POSTAGE AND MAILING 340 GIFTS AND AWARDS 280 909139 382470 573734 439421 439818 16148 24096 4579 845987 1034279 38295 5721 131641 237415 71252 95033 241188 338169 X 604799 696110 604799 696110 845987 1034279 91311 0 X 1 X 0 1 0 0 1 0 0 DUE TO AFFILIATE 95033 95033 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO FEDERAL INCOME TAXES ON UNRELATED BUSINESS EARNINGS. THE ORGANIZATION HAS NO FEDERAL UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEAR ENDED JUNE 30, 2023, AND NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR FISCAL YEARS ENDING BEFORE 2020. FORM 990, PART VI, SECTION A, LINE 3 CHRISTA ADKINS WAS THE EXECUTIVE DIRECTOR FOR THE CHAPTER. HER RESPONSIBILITIES INCLUDE MANAGING THE BACKGROUND ADMINISTRATION, EVENTS, MEMBERSHIPS, COMMUNICATIONS TO MEMBERSHIP, ETC OF THE CHAPTER. SHE TAKES HER LEAD FROM THE EXECUTIVE COMMITTEE OFFICERS, SPECIFICALLY THE CHAPTER CHAIR. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS EMAILED TO THE OFFICERS FOR REVIEW PRIOR TO MAILING THE TAX RETURN TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C YPO INTERNATIONAL MAKES MEMBERS SELF CERTIFY THEIR CONTACT INFORMATION AND CODE OF CONDUCT POLICY EACH YEAR UPON DUES RENEWAL. YPO MEMBERS MUST BE MEMBERS OF INTERNATIONAL, IN ORDER TO ALSO BE MEMBERS AT THE CHAPTER LEVEL. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G DIRECTOR FEES 68,068. ADMINISTRATIVE FEES 35,114.