Association for Talent Development(atd)- Golden Gate Chapter Inc
Nonprofit profile at a glance
- EIN
- 946127719
- IRS 990-EZ coverage
- 2011–2017
- Forms available
- Form 990-EZ 2017
- Location
- San Francisco, CA, USA
- Phone
- 6102030618
- Rating
- 78
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $33,210
- Expenses
- $28,377
- Assets
- $14,789
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2017. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- ALAN MONTAGUE (PAST-PRESIDENT)
- DANNY HAGE (PRESIDENT-ELECT)
- TERRY BARTON (PRESIDENT)
People named in this filing
- ALAN MONTAGUE (PAST-PRESIDENT)
- CHERYL HALL (CFO)
- DANNY HAGE (PRESIDENT-ELECT)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2017. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Professional association for training.
What it reported doing in 2017
Monthly member programs: the chapter delivered/presented 21 programs in 2017 featuring guest speakers presenting and discussing topics on current trends in the career areas of learning & development and workplace learning & performance. The programs are aligned with the core areas of concentration for the national atd certified performance learning professional certificate (cplp). The topics in 2017 included: january: "state of the industry & chapter" , "new rules of engagement webinar"february: "essentials of gamification webinar" , "design thinking - in a nutshell"march: "creative facilitation"april: "innovative l&d professional panel"may: "mentoring reinvented"june: "high impact, low cost training activities - wow any audience"july: "visual story mini workshop"september: "personality at work" , "trends in coaching panel"november: "six steps to successful negotiations" , "debunking learning myths" , "2018 chapter focus group"december: "north bay holiday party"approximate number of persons served: 200
Operating model
- Revenue model
- Earned-program. 65% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 84
- Transparency & Controls: 82
- Sustainability: 57
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 78.5%; rating input score 79
- Program expense ratio: 91.9%; rating input score 92
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 14.6%; rating input score 70; 70th percentile among comparable filings
- Total-asset coverage ratio: 0.52; rating input score 31; 31st percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -11.4% per year; rating input score 0; 27th percentile among comparable filings
- Revenue growth: -13.5% per year; rating input score 0; 22nd percentile among comparable filings
- Asset growth: -10.6% per year; rating input score 0; 19th percentile among comparable filings
Details
- Where the money goes: 78.5% of revenue deployed · 91.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $26K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Filing history: 6 filing years from 2011 to 2017
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 31/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.
- High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.