RESEARCH TRIANGLE CHAPTER OF THE NATIONAL ASSOCIATION OF CORPORATE DIRECT (EIN 800411627) - Form 990 Financial Analysis & Trantor Score

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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

SUZANNE MIGLUCCI

Phone

9198292026

Tax Period

2024-01-01 to 2024-12-31

RESEARCH TRIANGLE CHAPTER OF THE NATIONAL ASSOCIATION OF CORPORATE DIRECT, founded in 2009, is a small nonprofit in the Education sector that reported $231K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

THE ENHANCEMENT OF DIRECTOR EFFECTIVENESS THROUGH THE PROMOTION OF HIGH PROFESSIONAL BOARD STANDARDS, PROVISION OF EDUCATION CONTENT, CREATION OF FORUMS FOR PEER INTERACTION, AND COMMUNICATION OF BOARD RELATED TOPICS TO MEMBERS WITHIN THE RESEARCH TRIANGLE AREA OF NORTH CAROLINA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $206,601

Program Service Revenue $15,585

Investment Income $8,718

Other Revenue $0

TOTAL REVENUE $230,904

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,150

Fundraising Expenses $0

Program Expenses $225,855

Other Expenses $162,002

TOTAL EXPENSES $238,152

Year-over-Year Comparison

	2024	2023	Change
Revenue	$230,904	$185,367	+0.2%
Expenses	$238,152	$179,729	+0.3%
Net Income	$-7,248	$5,638	-2.3%

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

$73,550

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BONNIE HANCOCK	DIRECTOR	2.00	Director	$0	$0	$0
COURTNEY KAMLET	DIRECTOR	2.00	Director	$0	$0	$0
DAVE COLBURN	TREASURER	4.00	Officer Director	$0	$0	$0
DAVID HOOD	DIRECTOR	2.00	Director	$0	$0	$0
GEOFF BELL	SECRETARY	2.00	Officer Director	$0	$0	$0
HILDA PINNIX-RAGLAND	DIRECTOR	2.00	Director	$0	$0	$0
KATINA DORTON	DIRECTOR	2.00	Director	$0	$0	$0
MARK ZORKO	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL SABER	DIRECTOR	2.00	Director	$0	$0	$0
RAVILA GUPTA	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT TOBIN	DIRECTOR	2.00	Director	$0	$0	$0
SUZANNE MIGLUCCI	DIRECTOR	5.00	Director	$0	$0	$0
THOMAS STITH	DIRECTOR	2.00	Director	$0	$0	$0
WENDY BURDEN	CHAIR	5.00	Officer Director	$0	$0	$0
JOAN SIEFERT ROSE	EXECUTIVE DIRECTOR	20.00	Officer	$34,500	$0	$34,500
TARA FOY	EXECUTIVE DIRECTOR	20.00	Officer	$39,050	$0	$39,050

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
2024	$230,904	$238,152	$373,894	$-7,248

RESEARCH TRIANGLE CHAPTER OF THE NATIONAL ASSOCIATION OF CORPORATE DIRECT