NATIONAL ASSOCIATION OF CORPORATE … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

KELLY S SZEJKO

Phone

4122285841

Tax Period

2023-09-01 to 2024-08-31

NATIONAL ASSOCIATION OF CORPORATE DIRECTORS THREE RIVERS CHAPTER, founded in 2009, is a small nonprofit in the Education sector that reported $301K in total revenue in fiscal year 2023. Expenses of $352K exceeded revenue, resulting in a 17% operating deficit.

Mission

NACD ADVANCES EXEMPLARY BOARD LEADERSHIP- FOR DIRECTORS, BY DIRECTORS, OUR TEAM PROVIDES THE INFORMATION AND INSIGHTS THAT BOARD MEMBERS RELY UPON TO CONFIDENTLY NAVIGATE BUSINESS CHALLENGES AND ENHANCE LONG-TERM SHAREOWNER VALUE. IMPORTANTLY, DIRECTORS AND BOARDS TURN TO NACD TO GAIN THE KNOWLEDGE AND WISDOM TO BECOME A STRATEGIC ASSET TO THEIR COMPANIES. OUR ENTIRE ORGANIZATION IS FOCUSED ON MEETING THE NEEDS OF THE BOARD MEMBERS AND SUPPORTING DIRECTORS TO PERFORM MORE EFFECTIVELY AND EFFICIENTLY.

Program Service Accomplishments

Program 1

Expenses: $88,746 Revenue: $88,770

NACD THREE RIVERS CHAPTER STRIVES TO EMPOWER DIRECTORS AND PROVIDE RESOURCES AND CONNECTIONS THAT WILL ENABLE THEM TO NAVIGATE BUSINESS CHALLENGES AND ACHIEVE LONG-TERM SUCCESS.

Program 2

Expenses: $117,283 Revenue: $134,550

THE NACD THREE RIVERS CHAPTER HOSTS AN ANNUAL DIRECTOR OF THE YEAR AWARDS GALA TO RECOGNIZE THE WORK OF INDIVIDUALS AND BOARDS WHO ARE ADVANCING THE MISSION OF NACD THROUGH EXCELLENCE IN CORPORATE...

THE NACD THREE RIVERS CHAPTER HOSTS AN ANNUAL DIRECTOR OF THE YEAR AWARDS GALA TO RECOGNIZE THE WORK OF INDIVIDUALS AND BOARDS WHO ARE ADVANCING THE MISSION OF NACD THROUGH EXCELLENCE IN CORPORATE GOVERNANCE.

Program 3

Expenses: $100,272 Revenue: $55,075

THE NACD THREE RIVERS CHAPTER HOSTS AN ANNUAL "FUTURE OF BOARD LEADERSHIP" SYMPOSIUM. THIS SYMPOSIUM WILL BRING TOGETHER PEOPLE FROM ACROSS THE COUNTRY TO DISCUSS WHAT BOARDS CAN DO TO ENSURE...

THE NACD THREE RIVERS CHAPTER HOSTS AN ANNUAL "FUTURE OF BOARD LEADERSHIP" SYMPOSIUM. THIS SYMPOSIUM WILL BRING TOGETHER PEOPLE FROM ACROSS THE COUNTRY TO DISCUSS WHAT BOARDS CAN DO TO ENSURE DIVERSITY AND ITS ROLE IN BETTER GOVERNANCE. BOARDS COMPRISING DIRECTORS WHO VARY IN AGE, GENDER, ETHNICITY, AND EXPERIENCE BRING UNIQUE PERSPECTIVES TO THE TABLE THAT HELP ENSURE BETTER DECISION MAKING AND ULTIMATELY, STRONGER ORGANIZATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $23,000

Program Service Revenue $278,395

Investment Income $3

Other Revenue $0

TOTAL REVENUE $301,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $306,301

Other Expenses $351,940

TOTAL EXPENSES $351,940

Year-over-Year Comparison

	2023	2022	Change
Revenue	$301,398	$317,098	0.0%
Expenses	$351,940	$312,421	+0.1%
Net Income	$-50,542	$4,677	-11.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL LOREY ALLEN	CHAIRMAN & DIRECTOR	1.00	Officer Director	$0	$0	$0
KELLY S SZEJKO	PRESIDENT & DIRECTOR	40.00	Officer Director	$0	$0	$0
AMY PANDIT	CHAIRMAN ELECT, SECRETARY	1.00	Officer Director	$0	$0	$0
RON HERRING JR	TREASURER & DIRECTOR	1.00	Officer Director	$0	$0	$0
JAMES D CHIAFULLO	CHAIRMAN EMERITUS & DIRECT	1.00	Officer Director	$0	$0	$0
ROBERT A KRIZNER	CHAIRMAN EMERITUS & DIRECT	1.00	Officer Director	$0	$0	$0
JEFFERY CONN	DIRECTOR	1.00	Director	$0	$0	$0
NINA FABER	DIRECTOR	1.00	Director	$0	$0	$0
SHARON FENG	DIRECTOR	1.00	Director	$0	$0	$0
LYNETTE HORRELL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT JAMES	DIRECTOR	1.00	Director	$0	$0	$0
MARSHA JONES	DIRECTOR	1.00	Director	$0	$0	$0
JIM KANE	DIRECTOR	1.00	Director	$0	$0	$0
RICH LUNAK	DIRECTOR	1.00	Director	$0	$0	$0
SABRINA SAUNDERS MOSBY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY UFFELMANN	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$301,398	$351,940	$47,755	$-50,542
2023	$317,098	$312,421	$98,297	$4,677
2022	$284,184	$330,082	$93,620	$-45,898
2021	$214,441	$173,369	$139,518	$41,072

NATIONAL ASSOCIATION OF CORPORATE DIRECTORS THREE RIVERS CHAPTER