2024-12-18T08:33:40-06:00 2021-12-31 341853929 CBIZ ADVISORS LLC 225 WEST WACKER DR SUITE 2500 CHICAGO IL 60606 990 2021-01-01 471545554 PRIVATE DIRECTORS ASSOCIATION NFP C/O BRUCE GOLDSTEIN PRIV 8477780903 1934 DEERCREST LANE NORTHBROOK IL 60062 BUDD BERRO VICE PRESIDENT-TREASURER 8477780903 2024-12-12 1 CAROLE A BUDYAK P00022148 3126026800 2024-12-12 2021 2024-10-15 13:58:12Z X X BRUCE GOLDSTEIN 1934 DEERCREST LANE NORTHBROOK IL 60062 1279695 0 X PRIVATEDIRECTORSASSOCIATION.ORG X 2014 IL CREATING, SUSTAINING, AND ENHANCING PRIVATE COMPANY VALUES THROUGH THE ACTIVE USE OF BOARDS OF DIRECTORS AND ADVISORY BOARDS 24 24 4 100 0 0 595813 1076337 12654 203358 0 0 0 0 608467 1279695 0 0 0 0 0 219710 0 0 0 347337 1354970 347337 1574680 261130 -294985 598234 303251 0 0 598234 303251 X CREATING, SUSTAINING, AND ENHANCING PRIVATE COMPANY VALUES THROUGH THE ACTIVE USE OF BOARDS OF DIRECTORS AND ADVISORY BOARDS 1 1 441893 203358 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.. 441893 0 0 0 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 1 0 1 0 0 0 0 0 0 0 1 27 0 1 4 1 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 0 0 0 X MARK KAPLAN 8475715710 5820 N CLARK ST 301 CHICAGO IL 60660 ALAN ALDWORTH FORMER PRES. & CEO 30.00 X 100000 0 0 PHIL GRYBAS VP FINANCIAL SERVICES 5.00 X X 0 0 0 JAY HEILBRUNN VICE PRESIDENT, OPERATIONS 5.00 X X 0 0 0 DENNIS KESSLER VICE PRESIDENT, COO 5.00 X X 0 0 0 BRUCE GOLDSTEIN VICE PRESIDENT, TREASURER 5.00 X X 0 0 0 PAUL MARCELA SECRETARY 5.00 X X 0 0 0 ROY VERSTRAETE VICE PRESIDENT 5.00 X X 0 0 0 BUDD BERRO PRES/CEO/ASST. TREAS 30.00 X X 50000 0 0 DONALD DELVES DIRECTOR 5.00 X 0 0 0 LAWRENCE MOLINARI BOARD CHAIRMAN 5.00 X X 0 0 0 STEVEN BARTH DIRECTOR 5.00 X 0 0 0 MARC FORTUNE DIRECTOR 5.00 X 0 0 0 JIM GAGNARD DIRECTOR 5.00 X 0 0 0 SARA HAMILTON DIRECTOR 5.00 X 0 0 0 MATHIAS KLINE DIRECTOR 5.00 X 0 0 0 CHARLES LEICHTWEIS DIRECTOR 5.00 X 0 0 0 ROBERT BUDDIG BOARD VICE-CHAIR 5.00 X X 0 0 0 CINDY BURRELL DIRECTOR 5.00 X 0 0 0 COLLEEN CHAPPEL DIRECTOR 5.00 X 0 0 0 KENNETH B HOGANSON DIRECTOR 5.00 X 0 0 0 JOSEPH S POEHLING DIRECTOR 5.00 X 0 0 0 MARC SULLIVAN DIRECTOR 5.00 X 0 0 0 MARY ZAPPONE DIRECTOR 5.00 X 0 0 0 KAREN KANE DIRECTOR 5.00 X 0 0 0 DIANE MEISTER STRATEGY /DEV OFFICER 5.00 X 0 0 0 MORRIS SAUNDERS VICE PRESIDENT, LEGAL SERV 5.00 X 0 0 0 MATT HARTZMAN VICE PRESIDENT, CDO 5.00 X 0 0 0 RAPHAEL LAVIN VICE PRESIDENT, MEMBER SER 5.00 X 0 0 0 SHEPERD PRYOR VICE PRESIDENT, RESOURCES 5.00 X 0 0 0 REBECCA WING VICE PRESIDENT, CCO 5.00 X 0 0 0 150000 0 0 0 0 0 0 SAVANNAH VAZIRI AND SVZ GROUP 1126 RIDGECREST MOUNTAIN HOME AR 72653 LINKED IN LEAD GENERATION 260650 1 957337 119000 119000 1076337 PROGRAMS & EVENTS 611430 185136 185136 WEBINAR & COURSES 611430 18222 18222 203358 1279695 203358 0 0 150000 49213 3264 17233 71551 7715 27615 520887 61439 127119 260 190163 5250 CORPORATE PROGRAMS 261956 OUTSIDE SERVICES 81015 1574680 598234 303251 598234 303251 0 0 X 0 0 0 0 598234 303251 598234 303251 598234 303251 X -294985 2 X 0 0 0 1 1 0 1 0 0 0 KIMBERLY ALDWORTHZYTECH FAMILY MEMBER 41022 SERVICES 0 SAVANNAH VAZIRI STEP-DAUGHTER OF PDA BOARD MEMBER 260650 SERVICES 0 X MTG SUPPORT 9 119000 COMPARABLE SALES 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING IN PART 1, COLUMN B THE NUMBER OF CONTRIBUTIONS 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.