Southern California Chapter of MSCI Inc
Nonprofit profile at a glance
- EIN
- 412248661
- IRS 990-EZ coverage
- 2012–2025
- Forms available
- Form 990-EZ 2025
- Location
- La Verne, CA, USA
- Phone
- 9095600035
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Professional Societies, Associations
Reported finances
- Revenue
- $167,840
- Expenses
- $180,228
- Assets
- $20,585
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- Kelly Boucher (President)
- Robert Vieria (Vice President)
People named in this filing
- Kelly Boucher (President)
- Robert Vieria (Vice President)
- Hadi Baghchehsarai (Secretary)
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
Primary exempt purpose - To conduct meetings and workshops geared towards education on new developments withing the industry. Provide information and advice in helping associate members achieve a higher return on invested capital.
What it reported doing in 2025
See schedule o
Operating model
- Revenue model
- Earned-program. 85% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 56% for direct work, and 44% for grants.
The verdict
STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 72
- Transparency & Controls: 100
- Sustainability: 28
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 74.3%; rating input score 74
- Program expense ratio: 69.2%; rating input score 69
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -7.4%; rating input score 17; 17th percentile among comparable filings
- Total-asset coverage ratio: 0.11; rating input score 13; 13th 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 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 4.8% per year; rating input score 100; 44th percentile among comparable filings
- Revenue growth: 2.3% per year; rating input score 100; 30th percentile among comparable filings
- Asset growth: -1.8% per year; rating input score 0; 21st percentile among comparable filings
Details
- Where the money goes: 74.3% of revenue deployed · 69.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $125K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 2 filed schedules
- Filing history: 14 filing years from 2012 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- 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.
- High — Sustainability: Operating margin scored 17/100.
- High — Sustainability: Total-asset coverage ratio scored 13/100.
- High — Growth: Asset growth scored 0/100.