NACD Pacific Southwest Chapter Inc

EIN: 833393276 501(c)(3) Public & Societal Benefit

Sherman Oaks, CA

Total Revenue
$294,305
Total Expenses
$314,491
Total Assets
$212,320
Net Assets
$212,320
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
CA
Principal Officer
Richard Munro
Phone
9499106600
Tax Period
2024-01-01 to 2024-12-31

NACD Pacific Southwest Chapter Inc, founded in 2019, is a small nonprofit in the Public & Societal Benefit sector that reported $294K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

The mission of NACD PSW is to promote high professional and ethical board standards in southern California, Nevada and Arizona, to provide educational programs on best practices for directors and the state of corporate governance, and to carry out other charitable activities associated with these goals as allowed by law.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $57,000
Program Service Revenue $237,305
Investment Income $0
Other Revenue $0
TOTAL REVENUE $294,305

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $116,591
Other Expenses $314,491
TOTAL EXPENSES $314,491

Year-over-Year Comparison

2024 2023 Change
Revenue $294,305 $243,980 +0.2%
Expenses $314,491 $330,515 0.0%
Net Income $-20,186 $-86,535 -0.8%
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

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Governance

Voting Members
21
Independent Members
21
Employees
N/A
Volunteers
21

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
0
$0
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Carolyn Flowers Director 1.00
Director
$0 $0 $0
Christie Chu Treasurer 5.00
Director
$0 $0 $0
Michael Gillmore Director 1.00
Director
$0 $0 $0
Jacque Sokolov Director 5.00
Director
$0 $0 $0
Ashwin Rangan Director 1.00
Director
$0 $0 $0
Karen Bogart President 20.00
Director
$0 $0 $0
Les Sussman Director 1.00
Director
$0 $0 $0
Julie Murray Director 1.00
Director
$0 $0 $0
Richard Munro Chairman 15.00
Director
$0 $0 $0
Erin Selleck Director 1.00
Director
$0 $0 $0
Lisa Quateman Director 1.00
Director
$0 $0 $0
Brenda Morris Director 1.00
Director
$0 $0 $0
Jeff Hoffman Director 1.00
Director
$0 $0 $0
Christine Scheuneman Director 1.00
Director
$0 $0 $0
Vicky Carlson Director 1.00
Director
$0 $0 $0
Christobel Selecky Director 1.00
Director
$0 $0 $0
Lawrence Taylor Director 1.00
Director
$0 $0 $0
Susan Thronson Director 1.00
Director
$0 $0 $0
Tabassum Zalotrawala Director 1.00
Director
$0 $0 $0
Susan Mallory Director 1.00
Director
$0 $0 $0
John Driver 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 $294,305 $314,491 $212,320 $-20,186
2023 $243,980 $330,515 $232,506 $-86,535
2022 $227,120 $183,183 $319,041 $43,937
2021 $273,067 $151,933 $275,104 $121,134
2020 $193,855 $209,012 $153,971 $-15,157
2019 $303,040 $277,426 $162,625 $25,614
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