Civic Intelligence

Corporate Directors Forum

EIN 33-0459645 • 501(c)6 • San Diego, CA

Profile

Corporate directors forum's purpose is to help directors be better directors through education and peer networking. Among our core beliefs are that boards are strategic assets of corporations and better directors make better boards.

PO Box 231340San Diego, CA 92193

www.directorsforum.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

1.06x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.48x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

8th percentile

-23%

Higher net margin than 8% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

7th percentile

-30%

Faster asset growth than 7% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2024

Revenue Growth

14th percentile

-12%

Faster revenue growth than 14% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$171,620

Down $21,313 (-11%) from 2023

Liabilities

Up

$181,187

Up $63,396 (+54%) from 2023

Net Assets

Down

-$9,567

Down $84,709 (-113%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin8th percentile

Revenue

Down

$376,356

Down $24,437 (-6.1%) from 2023

Expenses

Down

$461,065

Down $36,091 (-7.3%) from 2023

Net Income

Up

-$84,709

Up $11,654 (+12%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0-$500KAssets 2010: $603,605Liabilities 2010: $202,201Net Assets 2010: $401,4042010Assets 2011: $636,512Liabilities 2011: $234,702Net Assets 2011: $401,8102011Assets 2012: $652,951Liabilities 2012: $246,505Net Assets 2012: $406,4462012Assets 2013: $735,221Liabilities 2013: $256,223Net Assets 2013: $478,9982013Assets 2014: $780,370Liabilities 2014: $302,960Net Assets 2014: $477,4102014Assets 2015: $796,072Liabilities 2015: $281,950Net Assets 2015: $514,1222015Assets 2016: $777,020Liabilities 2016: $257,904Net Assets 2016: $519,1162016Assets 2017: $641,803Liabilities 2017: $151,562Net Assets 2017: $490,2412017Assets 2018: $668,008Liabilities 2018: $292,334Net Assets 2018: $375,6742018Assets 2019: $664,036Liabilities 2019: $282,360Net Assets 2019: $381,6762019Assets 2020: $547,811Liabilities 2020: $209,520Net Assets 2020: $338,2912020Assets 2021: $498,040Liabilities 2021: $172,053Net Assets 2021: $325,9872021Assets 2022: $354,386Liabilities 2022: $182,881Net Assets 2022: $171,5052022Assets 2023: $192,933Liabilities 2023: $117,791Net Assets 2023: $75,1422023Assets 2024: $171,620Liabilities 2024: $181,187Net Assets 2024: -$9,5672024

Highlighted filing

2024

Assets$171,620
Liabilities$181,187
Net Assets-$9,567
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $438,6832010Expenses 2011: $398,5942011Expenses 2012: $456,6772012Revenue 2013: $544,885Expenses 2013: $472,333Net Income 2013: $72,5522013Revenue 2014: $555,801Expenses 2014: $557,389Net Income 2014: -$1,5882014Revenue 2015: $666,018Expenses 2015: $629,295Net Income 2015: $36,7232015Revenue 2016: $629,076Expenses 2016: $624,082Net Income 2016: $4,9942016Revenue 2017: $559,233Expenses 2017: $588,108Net Income 2017: -$28,8752017Revenue 2018: $486,777Expenses 2018: $601,344Net Income 2018: -$114,5672018Revenue 2019: $670,662Expenses 2019: $664,660Net Income 2019: $6,0022019Revenue 2020: $513,624Expenses 2020: $557,009Net Income 2020: -$43,3852020Revenue 2021: $545,448Expenses 2021: $557,752Net Income 2021: -$12,3042021Revenue 2022: $432,181Expenses 2022: $586,663Net Income 2022: -$154,4822022Revenue 2023: $400,793Expenses 2023: $497,156Net Income 2023: -$96,3632023Revenue 2024: $376,356Expenses 2024: $461,065Net Income 2024: -$84,7092024

Highlighted filing

2024

Revenue$376,356
Expenses$461,065
Net Income-$84,709
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$171,620
Liabilities
$181,187
Net assets
-$9,567
Revenue
$376,356
Expenses
$461,065
Net income
-$84,709
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$1.81$0.10$3.76$4.61$0.85
2023Detailed filing. Detailed filing data is available for this year.$1.93$1.18$0.75$4.01$4.97$0.96
2022Detailed filing. Detailed filing data is available for this year.$3.54$1.83$1.72$4.32$5.87$1.54
2021Detailed filing. Detailed filing data is available for this year.$4.98$1.72$3.26$5.45$5.58$0.12
2020Detailed filing. Detailed filing data is available for this year.$5.48$2.10$3.38$5.14$5.57$0.43
2019Detailed filing. Detailed filing data is available for this year.$6.64$2.82$3.82$6.71$6.65$0.06
2018Detailed filing. Detailed filing data is available for this year.$6.68$2.92$3.76$4.87$6.01$1.15
2017Detailed filing. Detailed filing data is available for this year.$6.42$1.52$4.90$5.59$5.88$0.29
2016Detailed filing. Detailed filing data is available for this year.$7.77$2.58$5.19$6.29$6.24$0.05
2015Detailed filing. Detailed filing data is available for this year.$7.96$2.82$5.14$6.66$6.29$0.37
2014Detailed filing. Detailed filing data is available for this year.$7.80$3.03$4.77$5.56$5.57$0.02
2013Detailed filing. Detailed filing data is available for this year.$7.35$2.56$4.79$5.45$4.72$0.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.53$2.47$4.06$4.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.37$2.35$4.02$3.99
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.04$2.02$4.01$4.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$533,263
Mission and Program Overview

Mission

Corporate directors forum's purpose is to help directors be better directors through education and peer networking. Among our core beliefs are that boards are strategic assets of corporations and better directors make better boards.

To help directors be better directors through education and peer networking.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$162,414$111,969▼ $50,445
Accounts Receivable$15,000$47,000▲ $32,000
Prepaid Expenses and Deferred Charges$9,734$11,919▲ $2,185
Land, Buildings, and Equipment, Net$674$152▼ $522
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$75,142$-9,567▼ $84,709
Total Assets$192,933$171,620▼ $21,313
Other Assets Total$5,111$580▼ $4,531
Liabilities
Deferred Revenue$106,020$164,223▲ $58,203
Accounts Payable and Accrued Expenses$11,771$16,964▲ $5,193
Total Liabilities$117,791$181,187▲ $63,396
Net Assets / Fund Balance
Total Net Assets Fund Balance$75,142$-9,567▼ $84,709
Total Liabilities and Net Assets / Fund Balance$192,933$171,620▼ $21,313

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$152$18,295$18,447
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Jessica GroundsChief Executive OfficerFT$136,487$136,487

Board Members and Trustees

NameTitle
Hiral ShahChair - Doy
Pamela HoldenChair - Exectutive Committe
Annalisa BarrettChair - Nominating/governa
Scott StantonChair - Programs
Adrian AtilanoDirector
Angela HillDirector
Cathy GonzalesDirector
Colleen SmithDirector
David LangDirector
David SalisburyDirector
Jamie MasonDirector
Jennifer JettDirector
Lisa OrdonezDirector
Mathew BrowneDirector
Michael RiderDirector
Mike MetzDirector
Paul JohnsonDirector
Sara BennettDirector
Stephan ColemanDirector
Stephen FerruoloDirector
Teo PurcellDirector
Daniel P SchreiberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$183,751
Investment Income
$4,018
Other Revenue
$188,587
Change in Net Assets
$-84,709
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$302,993
Other Expenses$158,072
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$81,892$54,595-$136,487
Other Salaries and Wages$69,392$46,261-$115,653
Occupancy-$43,624-$43,624
Payroll Taxes$15,569$10,379-$25,948
Other Employee Benefits$14,943$9,962-$24,905
Conferences and Meetings$16,452--$16,452
All Other Expenses-$12,520-$12,520
Fees for Services Accounting-$12,351-$12,351
Other Expenses$11,427$5,676-$5,676
Insurance-$5,080-$5,080
Office Expenses-$569-$569
Travel-$559-$559
Depreciation Depletion-$522-$522
Total Functional Expenses$209,675$251,390$0$461,065
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$313,255
Fundraising Direct Expenses$156,907
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Director of the Year$174,975$174,975$2,395$172,580
Directors Forum$138,280$138,280$20,374$117,906
Total Events$313,255$313,255$156,907$156,348
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Daniel SchreiberTreasurerDANIEL SCHREIBER, TAX PARTNER AT JGD & ASSOCIATES LLP, THE FIRM PROVIDED ACCOUNTING SERVICES TO THE ORGANIZATION DURING THE YEAR. JGD & ASSOCIATES LLP RECEIVED ARMS LENGTH FEES OF $12,920 DURING THE CALENDAR YEAR.No$11,927
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The treasurer presents and discusses a draft copy of the form 990 at a regularly scheduled executive committee meeting. After thorough discussion of the content, the treasurer prepares appropriate revisions and the final draft is approved by a majority vote of the executive committee.”

Form 990, Part VI, Section B, Line 12C

“Questionnaires are completed and signed by members of the board of directors at an annual meeting. These questionnaires are returned to the executive committee for review. Any conflicts of interest are discussed with the individual member and that member is kept from voting on issues that relate to his/her conflict of interest. Additionally, the organization completed development of whistleblower and document retention and destruction policies that were implemented in early 2009.”

Form 990, Part VI, Section B, Line 15

“Salary surveys are reviewed and discussed at a regularly scheduled meeting and salaries are approved by a majority vote of the executive committee.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policies and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Corporate Directors Forum
EIN
33-0459645
Phone
8584557930
Address
PO BOX 231340, SAN DIEGO, CA 92193

Signing Officer

Name
Daniel P Schreiber
Title
Treasurer
Phone
8585871000
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phillip Rudolph
Formed
1992
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
22
Employees
4
Volunteers
80

Preparer

Firm
Jgd & Associates Llp
Address
9191 TOWNE CENTRE DRIVE 340, SAN DIEGO, CA 92122-1274
Preparer
Daniel P Schreiber
Phone
8585871000
Raw XML AppendixShowing 400 of 504 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR - NOMINATING/GOVERNA
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR - PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIR - EXECTUTIVE COMMITTE
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHAIR - DOY
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHIEF EXECUTIVE OFFICER
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IRS990/GrantsToOrganizationsInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DIRECTOR OF THE YEAR
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt073014
IRS990ScheduleG/PersonsWithBooksName/BusinessNameLine1Txt0SARA BENNETT
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt04350 EXECUTIVE DRIVE SUITE 308
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0LA JOLLA
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd092037
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