Status and standing
Is it real, and can you give to it?
Financial health
Is it on solid ground?
Summary of the Filing
| FY2021 | Not on file |
|---|---|
| FY2022 | $117K |
| FY2023 | $128K |
| FY2024 | $422K |
| FY2025 | $488K |
| FY2021 | Not on file |
|---|---|
| FY2022 | $0 |
| FY2023 | $0 |
| FY2024 | $0 |
| FY2025 | $0 |
Balance Sheet
Statement of Revenue
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Overhead ratio | 0% | — | — |
| Fundraising cost ratio | 0% | — | — |
| Revenue growth | 50% | — | — |
| Investment management fee ratio | 0% | — | — |
| Legal fee ratio | 0% | — | — |
| Accounting fee ratio | 0% | — | — |
| Fundraising fee ratio | 0% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Leadership and pay
Who runs it, and what are they paid?
Officers, Directors & Key Employees
Compensation history total reportable pay by year · 2 named individuals · Part VII
| Name | FY2025 | FY2024 |
|---|---|---|
| Cris Llorente | $34,125 | $675 |
| Kim Kasulke | — | $14,221 |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Governance & Policies
- 12Voting board membersPt VI · Ln 1a
- 12Independent board membersPt VI · Ln 1b
- Conflict-of-interest policyPt VI · Ln 12aYes
- Whistleblower policyPt VI · Ln 13No
- Document retention policyPt VI · Ln 14No
- Top official’s pay independently reviewedPt VI · Ln 15aYes
- Family or business ties among leadersPt VI · Ln 2Yes
Mission and programs
What it does.
Connects businesses and individuals, educating them on management and organizational issues.
This section is blank until San Joaquin Valley Chapter claims this page.
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Where the work happens
Education to members concerning management of their organizations through conventions, meetings and study.
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Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
Filing history
Every return on file.
| Year | Revenue | Expenses | Change | Filing |
|---|---|---|---|---|
| FY2025 Latest | $849K | $783K | +42% | 990 PDF |
| FY2024 Viewing | $599K | $310K | +50% | 990 PDF |
| FY2023 | $401K | $389K | +10% | 990 PDF |
| FY2022 | $365K | $395K | +221% | 990 PDF |
| FY2021 | $114K | — | 990 PDF |
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Schedules filed Part IV
Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.
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Sources
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