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: 2022-11-15
IRS object ID: 202233199349306178
Schema version: 2021v4.2
Note: A later return for the same period supersedes this one.
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
Form 990
Schedule C
Schedule J
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-15T10:01:04-06:00	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 MHM 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 MORRIS SAUNDERS LEVIN GINSBURG	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	PRIV	BusinessNameControlTxt
Phone	8479869350	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	180 N LASALLE ST 3200	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60601	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BUDD BERRO	PersonNm
Person Title	PRESIDENT, CEO	PersonTitleTxt
Phone	8479869350	PhoneNum
Signature	2022-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	BUDD	PersonFirstNm
Person Last	BERRO	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CAROLE A BUDYAK	PreparerPersonNm
PTIN	P00022148	PTIN
Phone	3126026800	PhoneNum
Preparation	2022-11-14	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	BUDD BERRO	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	180 N LASALLE ST 3200	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60601	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

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	KIMBERLY ALDWORTHZYTECH	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	FAMILY MEMBER	RelationshipDescriptionTxt
Transaction	$41,022	TransactionAmt
Transaction	SERVICES	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

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 (9 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.