Utah Chapter of the National Association of Corporate Directors

Nonprofit profile at a glance

EIN
201142274
IRS 990-EZ coverage
2019–2024
Forms available
Form 990-EZ 2024
Location
Salt Lake City, UT, USA
Phone
8017181400
Rating
46
Verdict
MIXED
Rating confidence
Moderate
Sector
Professional Societies, Associations

Official website

Reported finances

Revenue
$123,385
Expenses
$111,709
Assets
$86,167
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

People named in this filing

  • SPENCER HOOLE (DIRECTOR)
  • MARK LUCAS (CHAIR)
  • RONALD POELMAN (DIRECTOR/ CHAIR EMERITUS)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Enhancing the governance and performance of business and non-profit entities through education.

What it reported doing in 2024

Nacd Utah held 17 educational programs during 2024, including 13 in-person events and 4 virtual events. Programming focused on critical governance topics pertinent to our members that enable them to better perform as board directors and remain abreast of key topics in the governance world. Topics included audit oversight and kpmg roundtables, esg considerations, risk management including the world economic forum risk report, proxy season updates and directors' roundtables, organizational compensation and incentive structures, healthcare industry trends, cybersecurity and ai developments, due diligence for board joining processes, and corporate governance best practices through various professional association partnerships and conferences. These programs served approximately 800 board directors and governance professionals primarily in Utah and surrounding intermountain region.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

MIXED - The filed numbers largely add up and revenue has grown recently. 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: 0
  • Transparency & Controls: 100
  • Sustainability: 58
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

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: 9.5%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 0.77; rating input score 51; 51st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 11.3% per year; rating input score 100; 70th percentile among comparable filings
  • Asset growth: 20.3% per year; rating input score 100; 80th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2019 to 2024
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • Review — Sustainability: Operating margin scored 57/100.
  • Review — Sustainability: Total-asset coverage ratio scored 51/100.