Nonprofit · EIN 61-1606042
YPO GOLD SOUTHERN CALIFORNIA CHAPTER INC
Also known as SOUTHERN CALIFORNIA CHAPTER
Tax-exempt · TUSTIN, CA 92780
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $669,547 | $660,295 | $9,252 | $329,805 | $124,500 | $205,305 |
| June 30, 2025 | 990 | $468,234 | $413,372 | $54,862 | $256,428 | $60,375 | $196,053 |
| June 30, 2024 | 990 | $615,316 | $570,051 | $45,265 | $156,820 | $15,630 | $141,190 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $523,140
- Membership dues
- $514,400
- Program service revenue
- $135,000
- Investment income
- $11,407
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,465
- Program services (functional)
- $610,304
- Management and general (functional)
- $49,991
Balance sheet and other
- Total assets, start of year
- $256,428
- Total assets, end of year
- $329,805
- Total liabilities, end of year
- $124,500
- Net assets, end of year
- $205,305
- Gross receipts
- $669,547
- Employees
- 0
- Year formed
- 2009
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Jastrem | Chairman Trustee or director, Officer | 2 | $0 |
| Dirk McNamee | Vice Chair Trustee or director, Officer | 1 | $0 |
| Troy Arntsen | Learning Officer Trustee or director, Officer | 1 | $0 |
| Glenn Stearns | Asst. Learning Officer Trustee or director, Officer | 1 | $0 |
| Rick Taketa | Finance Officer Trustee or director, Officer | 1 | $0 |
| Travis Trask | Member Engagement Trustee or director | 1 | $0 |
| Dac Clark | Forum Officer Trustee or director | 1 | $0 |
| Dan Kassel | Asst. Forum Officer Trustee or director, Officer | 1 | $0 |
| Gavin Herbert | Membership Officer Trustee or director, Officer | 1 | $0 |
| Doug Cavanaugh | Special Projects Trustee or director | 1 | $0 |
| Zach Fischer | Special Projects Trustee or director | 1 | $0 |
| Brian Murphy | Special Projects Trustee or director | 1 | $0 |
| Aaron Byrnes | YPO Liaison Trustee or director | 1 | $0 |
| Jimmy Freeman | YPO Gold Liaison Trustee or director | 1 | $0 |
| Wendy Ballard | Spouse Forum Officer Trustee or director, Officer | 1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bettina Kallins | Spousal Officer Trustee or director, Officer | 1 | $0 |
| Tim Ballard | Sage Advisor Trustee or director | 1 | $0 |
| Tim Redfern | Sage Advisor Trustee or director | 1 | $0 |
990 for the year ended June 30, 2025: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tim Redfern | Chairman Trustee or director, Officer | 2 | $0 |
| Rick Taketa | Finance Officer Trustee or director, Officer | 1 | $0 |
| Glenn Stearns | Learning Officer Trustee or director, Officer | 1 | $0 |
| J J Jastrem | Forum and Member Chair Trustee or director | 1 | $0 |
| Dirk McNamee | Member Eng. Ofcr. Trustee or director, Officer | 1 | $0 |
| Bettina Kallins | Souse Officer Trustee or director, Officer | 1 | $0 |
| Aaron Byrnes | YPO-YPO Gold Liaison Trustee or director | 1 | $0 |
| Tim Ballard | Sage Advisor Trustee or director | 1 | $0 |
| Troy Arntsen | Asst. Education Officer Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tim Ballard | Chairman Trustee or director, Officer | 2 | $0 |
| Tim Redfern | Vice Chair Trustee or director, Officer | 1 | $0 |
| Romir Bosu | Learning Officer Trustee or director | 1 | $0 |
| Glenn Stearns | Asst. Learning Officer Trustee or director | 1 | $0 |
| Michael Wong | Treasurer Trustee or director, Officer | 1 | $0 |
| Nicole McMakin | Forum and Member Chair Trustee or director | 1 | $0 |
| Dan Kassel | Member Eng. Ofcr. Trustee or director | 1 | $0 |
| Jassel Kaye | Souse Forum Coord. Trustee or director | 1 | $0 |
| Brent Leffel | YPO YPO Gold Liaison Trustee or director | 1 | $0 |
| Terrence Scheckter | Sage Advisor Trustee or director | 1 | $0 |
| JJ Jastrem | Sage Advisor Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 14261 OLIVE TREE CIR, TUSTIN, CA 92780-2313
- In care of
- % RICK TAKEDA
- Principal officer (990 for 2025)
- Rick Takeda, 14261 Olive Tree Road, Tustin, CA 92780
- Signed the 990
- Rick Takeda, Finance Officer 202526
- Phone
- (949) 500-6899
- Website
- www.wpo.org
- Return prepared by
- Elizabeth A Weber CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 61-1606042 or by the name YPO GOLD SOUTHERN CALIFORNIA CHAPTER INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To build better company presidents and business leaders.
Program accomplishments
- Education Meetings and EventsExpenses $569,327
- Forum Meetings and EventsExpenses $7,125
- Board and Member Expenses and D O InsuranceExpenses $15,429
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 61-1606042
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $329,805
- Income (IRS master file)
- $669,547
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $669,547 | $660,295 | $329,805 | XML |
| 990 | June 2025 | $468,234 | $413,372 | $256,428 | XML |
| 990 | June 2024 | $615,316 | $570,051 | $156,820 | XML |
| 990 | June 2023 | $578,166 | $555,285 | $159,925 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-1606042).
Questions about YPO GOLD SOUTHERN CALIFORNIA CHAPTER INC
- What is the EIN of YPO GOLD SOUTHERN CALIFORNIA CHAPTER INC?
- The employer identification number (EIN) of YPO GOLD SOUTHERN CALIFORNIA CHAPTER INC is 61-1606042.
- Is YPO GOLD SOUTHERN CALIFORNIA CHAPTER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2009.
- Are donations to YPO GOLD SOUTHERN CALIFORNIA CHAPTER INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does YPO GOLD SOUTHERN CALIFORNIA CHAPTER INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of YPO GOLD SOUTHERN CALIFORNIA CHAPTER INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did YPO GOLD SOUTHERN CALIFORNIA CHAPTER INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of YPO GOLD SOUTHERN CALIFORNIA CHAPTER INC?
- The 990 for the year ended June 30, 2026 names Rick Takeda.
- Who are the officers and directors of YPO GOLD SOUTHERN CALIFORNIA CHAPTER INC?
- The 990 for the year ended June 30, 2026 lists 18 people; 0 received compensation from the organization.
- How much revenue does YPO GOLD SOUTHERN CALIFORNIA CHAPTER INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $669,547, expenses of $660,295 and total assets of $329,805 at year end.
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All nonprofits in TUSTIN · California · Community improvement and capacity building