Private Directors Association of Chicago Nfp C/o Bruce Goldstein

Nonprofit profile at a glance

EIN
474519502
IRS 990-EZ coverage
2018–2018
Forms available
Form 990-EZ 2018
Location
Northbrook, IL, USA
Phone
8477780903
Rating
55
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$76,448
Expenses
$64,619
Assets
$45,702
Liabilities
$150

Source: IRS Form 990-EZ. Selected filing: tax year 2018. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • M JAY HEILBRUNN (VICE PRESIDENT AND DIRECTOR)
  • CINDY BURRELL (VICE PRESIDENT AND DIRECTOR)
  • DON DELVES (VICE PRESIDENT AND DIRECTOR)
  • BILL HASS (VICE PRESIDENT AND DIRECTOR)
  • MORRIS SAUNDERS (VICE PRESIDENT AND DIRECTOR)
  • KAREN KANE (VICE PRESIDENT AND DIRECTOR)

People named in this filing

  • DENNIS KESSLER (CHAIRMAN AND DIRECTOR)
  • M JAY HEILBRUNN (VICE PRESIDENT AND DIRECTOR)
  • BRUCE GOLDSTEIN (TREASURER AND DIRECTOR)

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 2018. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Education

What it reported doing in 2018

Creating, sustaining, and enhancing private company values through the active use of boards of directors and advisory boards

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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: 39
  • Transparency & Controls: 82
  • Sustainability: 56
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 36.1%; rating input score 36
  • Program expense ratio: 42.7%; rating input score 43

Transparency & Controls

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

Sustainability

  • Operating margin: 15.5%; rating input score 71; 71st percentile among comparable filings
  • Total-asset coverage ratio: 0.71; rating input score 38; 38th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 42; 42nd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 36.1% of revenue deployed · 42.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $28K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 1 filed schedules
  • Contacts: How to reach this organization
  • 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 36/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 43/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 38/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 42/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.