PRIVATE DIRECTORS ASSOCIATION NFP: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PRIVATE DIRECTORS ASSOCIATION NFP (EIN 47-1545554)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2024-12-18
- IRS object ID
- 202423539349300022
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-18T08:33:40-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341853929 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 WEST WACKER DR SUITE 2500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471545554 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIVATE DIRECTORS ASSOCIATION NFP | BusinessNameLine1Txt |
| Business Name Line2 | C/O BRUCE GOLDSTEIN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIV | BusinessNameControlTxt |
| Phone | 8477780903 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1934 DEERCREST LANE | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BUDD BERRO | PersonNm |
| Person Title | VICE PRESIDENT-TREASURER | PersonTitleTxt |
| Phone | 8477780903 | PhoneNum |
| Signature | 2024-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLE A BUDYAK | PreparerPersonNm |
| PTIN | P00022148 | PTIN |
| Phone | 3126026800 | PhoneNum |
| Preparation | 2024-12-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | BRUCE GOLDSTEIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1934 DEERCREST LANE | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,279,695 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | PRIVATEDIRECTORSASSOCIATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | CREATING, SUSTAINING, AND ENHANCING PRIVATE COMPANY VALUES THROUGH THE ACTIVE USE OF BOARDS OF DIRECTORS AND ADVISORY BOARDS | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $595,813 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,076,337 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,654 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $203,358 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $608,467 | PYTotalRevenueAmt |
| CY Total Revenue | $1,279,695 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $219,710 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $347,337 | PYOtherExpensesAmt |
| CY Other Expenses | $1,354,970 | CYOtherExpensesAmt |
| PY Total Expenses | $347,337 | PYTotalExpensesAmt |
| CY Total Expenses | $1,574,680 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $261,130 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$294,985 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $598,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $303,251 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $598,234 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $303,251 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CREATING, SUSTAINING, AND ENHANCING PRIVATE COMPANY VALUES THROUGH THE ACTIVE USE OF BOARDS OF DIRECTORS AND ADVISORY BOARDS | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $441,893 | ExpenseAmt |
| Revenue | $203,358 | RevenueAmt |
| Desc | INITIATED EDUCATION AND NATIONAL PROGRAMMING ALONG WITH CREATION OF A BUSINESS DEVELOPMENT TEAM. SUCCESSFULLY TRANSITIONED FROM VIRTUAL TO IN-PERSON PROGRAMMING AND EVENTS AS THE PANDEMIC BEGAN TO RECEDE (130 VIRTUAL EVENTS CONDUCTED, WITH IN-PERSON EVENTS UP 130% FROM THE PRIOR YEAR.) CORPORATE MEMBERS, SPONSORS AND ALLIANCES TOTALLED 14,10 AND 59 AT YEAR-END, RESPECTIVELY.. | Desc |
| Total Program Service Expenses | $441,893 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK KAPLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8475715710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5820 N CLARK ST 301 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60660 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ALAN ALDWORTH | ||||||
| FORMER PRES. & CEO | 30.00 | Yes (X) | $100,000 | $0 | $0 | |
| PHIL GRYBAS | ||||||
| VP FINANCIAL SERVICES | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAY HEILBRUNN | ||||||
| VICE PRESIDENT, OPERATIONS | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DENNIS KESSLER | ||||||
| VICE PRESIDENT, COO | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRUCE GOLDSTEIN | ||||||
| VICE PRESIDENT, TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAUL MARCELA | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROY VERSTRAETE | ||||||
| VICE PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BUDD BERRO | ||||||
| PRES/CEO/ASST. TREAS | 30.00 | Yes (X) | $50,000 | $0 | $0 | Yes (X) |
| DONALD DELVES | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE MOLINARI | ||||||
| BOARD CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVEN BARTH | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARC FORTUNE | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JIM GAGNARD | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SARA HAMILTON | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MATHIAS KLINE | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES LEICHTWEIS | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT BUDDIG | ||||||
| BOARD VICE-CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CINDY BURRELL | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| COLLEEN CHAPPEL | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH B HOGANSON | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH S POEHLING | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARC SULLIVAN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ZAPPONE | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN KANE | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE MEISTER | ||||||
| STRATEGY /DEV OFFICER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| MORRIS SAUNDERS | ||||||
| VICE PRESIDENT, LEGAL SERV | 5.00 | $0 | $0 | $0 | Yes (X) | |
| MATT HARTZMAN | ||||||
| VICE PRESIDENT, CDO | 5.00 | $0 | $0 | $0 | Yes (X) | |
| RAPHAEL LAVIN | ||||||
| VICE PRESIDENT, MEMBER SER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| SHEPERD PRYOR | ||||||
| VICE PRESIDENT, RESOURCES | 5.00 | $0 | $0 | $0 | Yes (X) | |
| REBECCA WING | ||||||
| VICE PRESIDENT, CCO | 5.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $150,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAVANNAH VAZIRI AND SVZ GROUP | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1126 RIDGECREST | AddressLine1Txt |
| City | MOUNTAIN HOME | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LINKED IN LEAD GENERATION | ServicesDesc |
| Compensation | $260,650 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $957,337 | MembershipDuesAmt |
| All Other Contributions | $119,000 | AllOtherContributionsAmt |
| Noncash Contributions | $119,000 | NoncashContributionsAmt |
| Total Contributions | $1,076,337 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAMS & EVENTS | 611430 | $185,136 | $185,136 |
| WEBINAR & COURSES | 611430 | $18,222 | $18,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $203,358 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,279,695 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $203,358 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,000 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,213 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,264 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,233 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,551 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,715 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,615 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,887 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,439 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,119 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,163 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,250 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CORPORATE PROGRAMS | $261,956 |
| OUTSIDE SERVICES | $81,015 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,574,680 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,234 | BOYAmt |
| EOY | $303,251 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,234 | BOYAmt |
| EOY | $303,251 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,234 | BOYAmt |
| EOY | $303,251 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,234 | BOYAmt |
| EOY | $303,251 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,234 | BOYAmt |
| EOY | $303,251 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$294,985 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KIMBERLY ALDWORTHZYTECH | |||
| FAMILY MEMBER | $41,022 | SERVICES | 0 |
| SAVANNAH VAZIRI | |||
| STEP-DAUGHTER OF PDA BOARD MEMBER | $260,650 | SERVICES | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MTG SUPPORT | Desc |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $119,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING IN PART 1, COLUMN B THE NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | INITIATED EDUCATION AND NATIONAL PROGRAMMING ALONG WITH CREATION OF A BUSINESS DEVELOPMENT TEAM. SUCCESSFULLY TRANSITIONED FROM VIRTUAL TO IN-PERSON PROGRAMMING AND EVENTS AS THE PANDEMIC BEGAN TO RECEDE (130 VIRTUAL EVENTS CONDUCTED, WITH IN-PERSON EVENTS UP 130% FROM THE PRIOR YEAR.) CORPORATE MEMBERS, SPONSORS AND ALLIANCES TOTALLED 14,10 AND 59 AT YEAR-END, RESPECTIVELY. . |
| FORM 990, PART III, LINE 3 | EDUCATION- LAUNCHED THREE COURSES ORGAANIZED AROUND CREATING GOOD CORPORATE GOVERNANCE AND HOW TO BE A VALUE-ADDED DIRECTOR OR ADVISORY BOARD MEMBER. PROGRAMMING- ORGANZED NUMEROUS EVENTS FOR BUSINESS NETWORKING AND ALSO SUPPORTED NUMEROUS WEBINARS AT THE NATIONAL AND CHAPTER LEVELS. BUSINESS DEVELOPMENT- GREW THE MEMBERSHIP FROM APPROXIMATELY 1,600 MEMBERS AND A LIMITED NUMBER OF CORPORATE SPONSORS TO 2,800 MEMBERS AND APPROXIMATELY 59 CORPORATE SPONSORS. |
| FORM 990, PART VI, SECTION A, LINE 6 | PDA HAS "MEMBERS" WHO ARE EXPECTED TO PAY AN ANNUAL DUES AMOUNT AND HAVE A RIGHT TO ELECT THE BOARD OF DIRECTORS OF PDA. PDA DOES NOT HAVE "STOCKHOLDERS" AS THERE IS NO EQUITY PER SE AND THE"NET ASSETS OR "FUND BALANCES" OF PDA ARE NOT OWNED BY ANY ENTITY OR INDIVIDUAL. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE"MEMBERS"(AS DEFINED IN LINE 6) HAVE THE RIGHT TO ELECT ALL OF THE MEMBERS OF THE"GOVERNING BODY' OF PDA, WHERE THE "GOVERNING BODY" OF PDA IS DEFINED AS ITS BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS GIVEN TO DIRECTORS FOR THEIR REVIEW BEFORE SIGNATURE AND FILING. |
| PART VI, SECTION A., LINE 1(A) | THE BOARD ONLY MEETS TWICE PER YEAR, WHILE THE BOARD'S EXECUTIVE COMMITTEE MEETS AT LEAST MONTHLY AND CAN ACT IN CERTAIN CIRCUMSTANCES AND CAPACITIES BETWEEN BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 12C | POLICY DOCUMENT WAS DISTRIBUTED TO THE BROAD PDA LEADERSHIP AND DISCUSSED AMONG THE BOARD, THE EXECUTIVE COMMITTEE AND THE LEADERSHIP OF PDA CHAPTERS. THE POLICY WILL BE PRESENTED TO THE NEW BOARD ONCE ELECTED IN LATE 2022, ALONG WITH A REFINED APPROACH TO THE REGULAR AND CONSISTENT MONITORING AND ENFORCEMENT OF COMPLIANCE WITH THE POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9: | ROUNDING ADJUSTMENT 2. |
| SCHEDULE L, PART VI | BOARD IS AMENDING RETURN TO REPORT RELATIONSHIP BETWEEN PERSON AND ORGANIZATION. SAVANNAH VAZIRI IS STEP-DAUGHTER OF PDA BOARD MEMBER ALAN ALDWORTH. DESCRIPTION OF TRANSACTION: SERVICES PERFORMED AS INDEPENDENT CONTRACTOR. |