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Nonprofit · EIN 20-1142274

UTAH CHAPTER OF THE NATIONAL ASSOCIATION OF CORPORATE DIRECTORS

Also known as DIRECTORSUT

Tax-exempt (reinstated) · SALT LAKE CTY, UT 84102

Financials

$100K$105K2023$123K$112K2024
Revenue Expenses · by fiscal year end
Financials of UTAH CHAPTER OF THE NATIONAL ASSOCIATION OF CORPORATE DIRECTORS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$123,385$111,709$11,676$86,167$0$86,167
December 31, 2023990-EZ$100,303$104,849-$4,546$77,642$3,151$74,491
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$123,385

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$64,956
Other expenses
$46,753

Balance sheet and other

Total assets, start of year
$77,642
Total assets, end of year
$86,167
Total liabilities, end of year
$0
Net assets, end of year
$86,167
Cash, savings and investments
$86,167
Gross receipts
$123,385

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
SPENCER HOOLEDIRECTOR1$0
MARK LUCASCHAIR1$0
RONALD POELMANDIRECTOR/ CHAIR EMERITUS5$0
ROCIO SUMMERSDIRECTOR1$0
INNOCENT SHUMBADIRECTOR1$0
PEGGY LARSENVICE CHAIR1$0
RON JUDDDIRECTOR1$0
IVY EASTBROOKEDIRECTOR1$0
TED WALTER HAACKDIRECTOR1$0
JENNIFER JOLLEY JOHNSTONDIRECTOR1$0
SARA JONESDIRECTOR1$0
DANIEL STEVENSONDIRECTOR1$0
990-EZ for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
ROBERT GROSSDIRECTOR/ CHAIR EMERITUS5$0
SPENCER HOOLEDIRECTOR1$0
MARK LUCASPROGRAM CO-CHAIR1$0
RONALD POELMANDIRECTOR/ CHAIR EMERITUS5$0
ROCIO SUMMERSTREASURER/SECRETARY1$0
INNOCENT SHUMBADIRECTOR1$0
DIANA GEORGEMEMBER ENGAGEMENT CHAIR1$0
PEGGY LARSENDIRECTOR1$0
RON JUDDMANAGING DIRECTOR1$0
IVY EASTBROOKEDIRECTOR1$0
TED WALTER HAACKDIRECTOR1$0
JENNIFER JOLLEY JOHNSTONDIRECTOR1$0

Address and contacts

Address (IRS master file)
358 S 700 E STE B PMB 320, SALT LAKE CTY, UT 84102-2160
In care of
% RONALD S POELMAN
Signed the 990-EZ
MILLICENT TRACEY, TREASURER
Phone
(801) 718-1400
Return prepared by
CBIZ ADVISORS LLC

Mission

ENHANCING THE GOVERNANCE AND PERFORMANCE OF BUSINESS AND NON-PROFIT ENTITIES THROUGH EDUCATION.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • 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.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
20-1142274
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2019
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$86,167
Income (IRS master file)
$123,385

Revocation and reinstatement

Exemption revoked
May 15, 2010
Posted by the IRS
June 9, 2011
Reinstated
Effective July 15, 2019

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$123,385$111,709$86,167XML
990-EZDecember 2023$100,303$104,849$77,642XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1142274).

Questions about UTAH CHAPTER OF THE NATIONAL ASSOCIATION OF CORPORATE DIRECTORS

What is the EIN of UTAH CHAPTER OF THE NATIONAL ASSOCIATION OF CORPORATE DIRECTORS?
The employer identification number (EIN) of UTAH CHAPTER OF THE NATIONAL ASSOCIATION OF CORPORATE DIRECTORS is 20-1142274.
Is UTAH CHAPTER OF THE NATIONAL ASSOCIATION OF CORPORATE DIRECTORS tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective July 15, 2019.
Are donations to UTAH CHAPTER OF THE NATIONAL ASSOCIATION OF CORPORATE DIRECTORS tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UTAH CHAPTER OF THE NATIONAL ASSOCIATION OF CORPORATE DIRECTORS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UTAH CHAPTER OF THE NATIONAL ASSOCIATION OF CORPORATE DIRECTORS due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UTAH CHAPTER OF THE NATIONAL ASSOCIATION OF CORPORATE DIRECTORS last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who are the officers and directors of UTAH CHAPTER OF THE NATIONAL ASSOCIATION OF CORPORATE DIRECTORS?
The 990-EZ for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
How much revenue does UTAH CHAPTER OF THE NATIONAL ASSOCIATION OF CORPORATE DIRECTORS have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $123,385, expenses of $111,709 and total assets of $86,167 at year end.

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