Civic Intelligence

Forum for Corporate Directors of Orange County

EIN 33-0478765 • 501(c)6 • Redondo Beach, CA

Profile

Forum for corporate directors addresses current business topics through relavent programs interaction with recognized experts and through leadership offering practical insight.

407 N Pacific Coast Hwy Ste St 565Redondo Beach, CA 90277

www.fcdoc.org

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

11th percentile

-17%

Higher net margin than 11% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

23rd percentile

-7.3%

Faster asset growth than 23% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

4.2%

Faster revenue growth than 48% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$560,708

Down $44,198 (-7.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$560,708

Down $44,198 (-7.3%) from 2024

Revenue

Up

$263,185

Up $10,690 (+4.2%) from 2024

Expenses

Up

$307,383

Up $98,079 (+47%) from 2024

Net Income

Down

-$44,198

Down $87,389 (-202%) from 2024

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2014: $254,367Liabilities 2014: $1,520Net Assets 2014: $252,8472014Assets 2015: $225,356Liabilities 2015: $4,308Net Assets 2015: $221,0482015Assets 2016: $78,165Liabilities 2016: $28,153Net Assets 2016: $50,0122016Assets 2023: $561,715Liabilities 2023: $0Net Assets 2023: $561,7152023Assets 2024: $604,906Liabilities 2024: $0Net Assets 2024: $604,9062024Assets 2025: $560,708Liabilities 2025: $0Net Assets 2025: $560,7082025

Highlighted filing

2025

Assets$560,708
Liabilities$0
Net Assets$560,708

Operations Trend

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

$400K$200K$0-$200KRevenue 2014: $347,396Expenses 2014: $363,532Net Income 2014: -$16,1362014Revenue 2015: $317,015Expenses 2015: $348,814Net Income 2015: -$31,7992015Revenue 2016: $180,094Expenses 2016: $351,130Net Income 2016: -$171,0362016Revenue 2023: $260,775Expenses 2023: $170,700Net Income 2023: $90,0752023Revenue 2024: $252,495Expenses 2024: $209,304Net Income 2024: $43,1912024Revenue 2025: $263,185Expenses 2025: $307,383Net Income 2025: -$44,1982025

Highlighted filing

2025

Revenue$263,185
Expenses$307,383
Net Income-$44,198

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 28, 2026
Return Version
2025v4.0
Gross Receipts
$263,185
Mission and Program Overview

Mission

Forum for corporate directors addresses current business topics through relavent programs interaction with recognized experts and through leadership offering practical insight.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$570,661$523,458▼ $47,203
Pledges and Grants Receivable-$3,005-
Total Assets$604,906$560,708▼ $44,198
Other Assets Total$34,245$34,245→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$604,906$560,708▼ $44,198
Total Net Assets Fund Balance$604,906$560,708▼ $44,198
Total Liabilities and Net Assets / Fund Balance$604,906$560,708▼ $44,198

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$34,245--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marshall SolomonChair
Kim LetchImmediate Past Board Chair
Ron GuarenaVice Chair
Bala LyerBoard Member
Brett BeightoiBoard Member
Cary HydenBoard Member
Chris LalBoard Member
David LeeBoard Member
Diane BiagiantiBoard Member
Doug PasqualeBoard Member
Hoshi PrinterBoard Member
Jason De BrettevilleBoard Member
Katherine BellBoard Member
Kevin RubinBoard Member
Kristen SimmonsBoard Member
Linda ParkBoard Member
Mark PetersonBoard Member
Mike PolenzaniBoard Member
Ryan RiechesBoard Member
Ryan SmithBoard Member
Summer TaylorBoard Member
Terry TherologidesBoard Member
Tony WangBoard Member
Jason WeintraubSecretary
Theodore a WilmTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$263,185
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-44,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$307,383
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$297,507--$297,507
Fees for Services Accounting$6,234--$6,234
Office Expenses$3,617--$3,617
Other Expenses$25--$25
Total Functional Expenses$307,383$0$0$307,383
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
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
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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 governing body review Part VI line 11

The organizations consultant compiles the information and prepares form 990. The final form is reviewed and approved by the chairman of the board and the treasurer and a copy sent to the entire board of directors.

Conflict of interest policy compliance Part VI line 12C

Organization regularly monitors their conflict of interest policy

Governing documents etc available to public Part VI line 19

All documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Forum for Corporate Directors of Orange County
EIN
33-0478765
In Care Of
% THEODORE A WILM
Phone
4158063403
Address
407 N PACIFIC COAST HWY STE ST 565, REDONDO BEACH, CA 90277

Signing Officer

Name
Theodore a Wilm
Title
Treasurer
Phone
4158063403
Signed
2026-01-28
Discuss with paid preparer
No

Organization Details

Formed
1991
Legal Domicile
CA
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
24

Preparer

Firm
American Tax Centers
Address
78900 AVENUE 47 SUITE 112, La Quinta, CA 92253
Preparer
Bryon Bauer Ea
Phone
7607710010
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IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
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IRS990/MissionDesc0FORUM FOR CORPORATE DIRECTORS ADDRESSES CURRENT BUSINESS TOPICS THROUGH RELAVENT PROGRAMS INTERACTION WITH RECOGNIZED EXPERTS AND THROUGH LEADERSHIP OFFERING PRACTICAL INSIGHT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS CONSULTANT COMPILES THE INFORMATION AND PREPARES FORM 990. THE FINAL FORM IS REVIEWED AND APPROVED BY THE CHAIRMAN OF THE BOARD AND THE TREASURER AND A COPY SENT TO THE ENTIRE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION REGULARLY MONITORS THEIR CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
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