Orange County Chapter American Society for Training and Development

Nonprofit profile at a glance

EIN
953722294
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025, Form 990-T 2022
Location
Anaheim, CA, USA
Phone
7145274785
Rating
58
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$31,336
Expenses
$25,309
Assets
$24,988

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • JEFF LIU (Vice President)
  • CYNDI NAGEL (President)
  • DOAA SALEH (Vice President)
  • KIM-KHUE CHIEFFO (PAST PRESIDENT)
  • ALEX MAGSARILI (Vice President)
  • JULIE STAHL (Vice President)

People named in this filing

  • JEFF LIU (Vice President)
  • LOLA IVY (Secretary)
  • CYNDI NAGEL (President)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Education of training professionals

What it reported doing in 2025

Served approximately 148 members. Held monthly meetings, with average attendance of 17 people, featuring speakers on training related subjects. Special programs included:-total trainer-creating training-7 attendees-introduction to the art & science of coaching-12 attendees-how to unlock team creativity & problem solving with foursight -12 attendees-building better leaders with lego serious play - 10 attendees

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 46
  • Transparency & Controls: 82
  • Sustainability: 54
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 41.8%; rating input score 42
  • Program expense ratio: 51.8%; rating input score 52

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 19.2%; rating input score 71; 71st percentile among comparable filings
  • Total-asset coverage ratio: 0.99; rating input score 47; 47th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -6.2% per year; rating input score 0; 34th percentile among comparable filings
  • Revenue growth: -6% per year; rating input score 0; 32nd percentile among comparable filings
  • Asset growth: -6.2% per year; rating input score 0; 22nd percentile among comparable filings

Details

  • Where the money goes: 41.8% of revenue deployed · 51.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $13K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 16 filing years from 2010 to 2025
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 42/100.
  • Review — Financial Efficiency: Program expense ratio scored 52/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 47/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.