2023-04-17T16:46:03-05:00 2022-05-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-06-01 526055229 NATIONAL SCIENCE TEACHING ASSOCIATION NATI 7032437100 1840 WILSON BOULEVARD ARLINGTON VA 222013092 ERIKA SHUGART EXECUTIVE DIRECTOR 7032437100 2023-04-17 1 ERIKA SHUGART XXX-XX-XXXX RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ERIKA SHUGART 1840 WILSON BOULEVARD ARLINGTON VA 222013092 20069917 0 X WWW.NSTA.ORG X 1960 DC TO TRANSFORM SCIENCE EDUCATION TO BENEFIT ALL THROUGH PROFESSIONAL LEARNING, PARTNERSHIPS AND ADVOCACY. 13 12 86 235 199039 0 9053645 9295450 4741067 5693031 3123561 534661 1821656 1152683 18739929 16675825 3301176 3171104 0 0 9181090 8690329 0 0 12270 4673626 6850227 17155892 18711660 1584037 -2035835 25246333 24607670 16933639 15748927 8312694 8858743 X NSTA'S MISSION IS TO TRANSFORM SCIENCE EDUCATION TO BENEFIT ALL THROUGH PROFESSIONAL LEARNING, PARTNERSHIPS AND ADVOCACY. OUR GUIDING PRINCIPLES ENCOMPASS: BUILD COMMUNITY - WE BELIEVE THAT THE COMMUNITY OF SCIENCE EDUCATORS EXTENDS BEYOND THE CLASSROOM, AND THAT TOGETHER SCIENCE EDUCATORS INFLUENCE AND ADVANCE CHANGE; INCLUDE ALL - WE BELIEVE THAT ALL EDUCATORS HAVE A CRITICAL ROLE IN CULTIVATING SCIENCE LITERACY AND THAT ALL LEARNERS DESERVE ACCESS TO A HIGH-QUALITY SCIENCE EDUCATION; FOSTER PASSION - WE BELIEVE THAT AN APPRECIATION FOR SCIENCE CAN BE FOSTERED IN EVERY STUDENT AND A PASSION FOR PROFESSIONAL GROWTH LIES WITHIN EVERY EDUCATOR; CHAMPION SCIENCE - WE BELIEVE THAT SCIENCE LITERACY IS ESSENTIAL TO OUR COLLECTIVE WELLBEING; AND PURSUE LEARNING - WE BELIEVE THAT SCIENCE LEARNING NEVER STOPS. 0 1 6915345 3131804 CONTRACTS AND GRANTS: NATIONAL INITIATIVES RELATED TO SCIENCE EDUCATION:NSTA SUPPORTS NUMEROUS NATIONAL INITIATIVES RELATED TO SCIENCE EDUCATION. NSTA HOSTS AND ADMINISTERS SEVERAL COMPETITIONS FOR TEACHERS AND STUDENTS, GRANTS, AND AN AWARDS PROGRAM, HONORING EXTRAORDINARY INDIVIDUALS FOR THEIR ACCOMPLISHMENTS AND OUTSTANDING WORK IN THE SCIENCE AND STEM EDUCATION FIELD. NSTA SUPPORTS SCIENCE EDUCATORS IN DEEPENING THEIR KNOWLEDGE BASE AND ENHANCING THEIR INSTRUCTIONAL PRACTICE THROUGH RESEARCH-BASED PROFESSIONAL LEARNING. 1856188 1685699 CONFERENCES AND MEETINGS: NSTA HOSTS FACE-TO-FACE CONFERENCES AND VIRTUAL EVENTS EACH YEAR, OFFERING THE LATEST IN SCIENCE AND STEM CONTENT, TEACHING STRATEGY, AND RESEARCH TO ENHANCE AND EXPAND EDUCATORS' PROFESSIONAL GROWTH. 1738640 1224836 PUBLISHING AND SALES: NSTA PUBLISHES BOOKS, THREE GRADE-RANGE-SPECIFIC JOURNALS, AN ONLINE COLLEGE JOURNAL AND AN ONLINE INFORMAL JOURNAL THAT BRIDGES IN-SCHOOL AND OUT-OF-SCHOOL STEM LEARNING, THREE E-NEWSLETTERS, AND THE NSTA BLOG, ALL IN AN EFFORT TO HELP EDUCATORS ELEVATE THEIR SCIENCE TEACHING AND LEARNING. 1020176 127000 PERIODICALS 618785 1054483 PROFESSIONAL DEVELOPMENT 278815 1830403 MEMBERSHIP SERVICES 455865 JOURNAL ADVERTISING 162769 39300 AWARDS 226357 LEGISLATIVE AFFAIRS 358 U.S. REGISTRY OF TEACHERS 2763125 39300 3011886 13273298 1 1 0 1 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 817 0 1 86 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X MOIRA FATHY BAKER 7032437100 1840 WILSON BOULEVARD ARLINGTON VA 222013092 ERIC J PYLE SEE SCH O PRESIDENT 5.00 X X 65102 0 0 ELIZABETH MULKERRIN SEE SCH O PRESIDENT-ELECT (BEG. 6/21) 4.00 X X 16849 0 0 ELIZABETH ALLAN SEE SCH O RETIRING PRESIDENT 4.00 X X 56087 0 0 JENNIFER WILLIAMS DIRECTOR (BEG. 06/21) 2.00 X 0 0 0 HEATHER ANGLIN DIRECTOR (BEG. 06/21) 2.00 X 0 0 0 BRENDA WALSH DIRECTOR 2.00 X 0 0 0 BRIAN SCHMAEFSKY DIRECTOR 2.00 X 0 0 0 ZOE EVANS SEE SCH O DIRECTOR 2.00 X 10260 0 0 MEGAN EARNEST DIRECTOR (BEG. 06/21) 2.00 X 0 0 0 ALICIA S CONERLY SEE SCH O DIRECTOR 2.00 X 1225 0 0 DONNA GOVERNOR DIRECTOR 2.00 X 0 0 0 KIMBERLY ASTLE DIRECTOR (BEG. 06/21) 2.00 X 0 0 0 CYNTHIA D CROCKETT DIRECTOR 2.00 X 0 0 0 MOIRA FATHY BAKER DEPUTY EXECUTIVE DIRECTOR 37.50 X 308670 0 64013 ERIKA SHUGART EXECUTIVE DIRECTOR (BEG. 2/21) 37.50 X 242308 0 36474 BRIAN SHORT CFO (THROUGH 10/21) 37.50 X 156473 0 25833 RYAN FOLEY COO 37.50 X 163944 0 57855 JODI PETERSON ASST EXEC DIR - COMMN 37.50 X 154021 0 50716 SUSAN WHITSETT DIRECTOR OF AEOP PROGRAMS 37.50 X 154021 0 46006 DELORES HOWARD ASSOC. EXEC. DIR., CONFERENCES 37.50 X 155777 0 42475 TODD WALLACE ASSIS. EXEC. DIR., CIO 37.50 X 141976 0 54370 KIMBERLY K STILWELL DIR., NEW BUSINESS DEVELOPMENT 37.50 X 127612 0 52790 1754325 0 430532 14 0 1 0 AQUAPHOENIX 860 GITTS RUN ROAD HANOVER PA 17331 EDUCATIONAL KITS 343663 PBD INC PO BOX 930108 ATLANTA GA 31193 WAREHOUSE & FULFILLMENT 188387 TECHNOLOGY EXPRESS INC 820 MIDPOINT DRIVE OFALLON MO 63366 AUDIOVISUAL EQUIPMENT 177515 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 TECHONOLOGY, OUTSOURCE SERVICES 166388 ACCOUNTING PRINCIPALS INC DEPT CH 14031 PALATINE IL 60055 OUTSOURCED SERVICES 150804 12 6297695 2997755 9295450 CONFERENCES/MEETINGS 900099 2409475 1633574 52125 723776 MEMBERSHIP DUES 900099 1830403 1830403 PROF. DEVELOPMENT 900099 887951 887951 SPONSORSHIP/ADVERTISING 900099 398670 251756 146914 SPONSORED MARKETING 900099 166532 166532 5693031 549518 549518 23269 23269 388219 214909 173310 173310 173310 1762980 1719039 58798 43941 -58798 -14857 -14857 2357450 1401346 956104 953166 2938 16675825 5723382 199039 1457954 1133527 1133527 2037577 2037577 1112385 1112385 5045168 3826461 1218707 486599 364285 122314 1602616 875468 727148 443561 282070 161491 124625 5389 119236 99092 99092 61193 61193 1842720 1204445 638275 405575 392560 13015 707729 590923 116786 20 417126 129088 288038 392888 397924 -5036 360290 242851 117439 1291262 1287815 3447 97458 97458 401966 131642 270324 77939 77939 UBI TAXES 1976 1976 EQUIP. RENTAL & MAINT. 193176 176483 16693 PRINTING & PUBLICATIONS 155154 151013 4141 MERCHANT FEES 153467 153467 66591 43777 10564 12250 18711660 13273298 5426092 12270 3616584 2438833 1116992 1167627 1012784 2941360 801179 1087222 1979627 1420623 321432 403152 12270803 6931495 5843591 5339308 10547619 9803020 6525 6525 25246333 24607670 2538074 2712133 749586 801850 2337941 3104252 2500000 3500000 2361865 2361865 6446173 3268827 16933639 15748927 X 5445465 5096603 2867229 3762140 8312694 8858743 25246333 24607670 X -2035835 -1640444 4222328 X 0 1 X 1 1 1 X 9249986 9253109 7713943 9053645 9295450 44566133 9249986 9253109 7713943 9053645 9295450 44566133 5003504 39562629 622557 707742 671720 594246 961006 3557271 2001 -2 1999 48125403 57346035 0.82210 0.76720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 63478 63478 18642242 18705720 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 137227 68852 55549 63478 325106 250000 250000 250000 250000 1000000 1500000 1 -6715 -3707 3640 1 1 1889697 1889697 7656261 4923985 2732276 1122827 684315 438512 1602018 1323195 278823 5339308 POSTRETIREMENT BENEFIT OBLIGATION 2217479 DEPOSITS 1051348 3268827 X 16590443 -1640444 1616255 -24189 16614632 61193 61193 16675825 20266722 1616255 1616255 18650467 61193 61193 18711660 PART X, LINE 2: FOR THE YEAR ENDED MAY 31, 2022, THE ASSOCIATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS INCLUDED AS AN EXPENSE IN THE AUDITED FINANCIAL 1,401,346. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10B. RENTAL EXPENSES INCLUDED AS AN EXPENSE ON THE AUDITED 214,909. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6B. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS INCLUDED AS AN EXPENSE IN THE AUDITED FINANCIAL 1,401,346. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10B. RENTAL EXPENSES INCLUDED AS AN EXPENSE ON THE AUDITED 214,909. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6B. 1 BOWLING GREEN STATE UNIVERSITY 1851 N RESEARCH DRIVE BOWLING GREEN OH 43403 346402018 501(C)(3) 9174 0 JSHS REGIONAL SYMPOSIUM CURATORS OF UNIVERSITY OF MISSOURI 309 GENTRY HALL 524 HITT STREET COLUMBIA MO 65211 266440629 501(C)(3) 12500 0 JSHS REGIONAL SYMPOSIUM HAWAII ACADEMY OF SCIENCE 1776 UNIVERSITY AVE UA4-4 HONOLULU HI 96822 996006863 501(C)(3) 19250 0 JSHS REGIONAL SYMPOSIUM INTELLEXI FOUNDATION INC E-18 11 STREET MONTE SUASIO GURABO PR 00778 660635791 OTHER 17955 0 JSHS REGIONAL SYMPOSIUM JUNIATA COLLEGE 1700 MOORE ST HUNTINGDON PA 16652 231352652 501(C)(3) 11500 0 JSHS REGIONAL SYMPOSIUM MINNESOTA ACADEMY OF SCIENCE 970 RAYMOND AVE STE 103 ST PAUL MN 55114 410789356 501(C)(3) 18750 0 JSHS REGIONAL SYMPOSIUM MONTANA TECH OF THE UNIVERSITY OF MONTANA 1300 WEST PARK BUTTE MT 59701 816001654 OTHER 54735 0 JSHS REGIONAL SYMPOSIUM NATIONAL INVENTORS HALL OF FAME INC 3701 HIGHLAND PARK NW NORTH CANTON OH 44720 341580038 501(C)(3) 582000 0 GEMS SUMMER PROGRAM OKLAHOMA STATE UNIVERSITY 304 WHITEHURST HALL STILLWATER OK 74048 731383996 501(C)(3) 14680 0 JSHS REGIONAL SYMPOSIUM PATUXENT PARTNERSHIP INC 22335 EXPLORATION DRIVE STE 1035 LEXINGTON PARK MD 20653 522056982 501(C)(3) 20104 0 JSHS REGIONAL SYMPOSIUM RUTGERS UNIVERSITY 33 KNIGHTSBRIDGE RD RM 2E PISCATAWAY NJ 08854 226001086 501(C)(3) 10887 0 JSHS REGIONAL SYMPOSIUM SAN FRANCISCO STATE UNIVERSITY 1600 HOLLOWAY AVE SAN FRANCISCO CA 94132 931137247 501(C)(3) 15000 0 JSHS REGIONAL SYMPOSIUM SOUTHERN ARIZONA RESEARCH SCIENCE & ENGINEERING FOUNDATION 4574 E BROADWAY BLVD TUCSON AZ 85711 860946185 OTHER 18250 0 JSHS REGIONAL SYMPOSIUM SOUTHERN ILLINOIS UNIVERSITY 475 CLOCKTOWER DR PULLIAM 301A CARBONDALE IL 62901 376005961 501(C)(3) 7055 0 JSHS REGIONAL SYMPOSIUM STATE UNIVERSITY OF IOWA 105 JESSUP HALL IOWA CITY IA 52242 426004813 GOVERNMENT 7308 0 JSHS REGIONAL SYMPOSIUM TEMPLE UNIVERSITY 1801 N BROAD ST PHILADELPHIA PA 19122 231365971 501(C)(3) 31950 0 JSHS REGIONAL SYMPOSIUM TEXAS A&M UNIVERSITY 400 HARVEY MITCHELL PARKWAY SOUTH STE 300 COLLEGE STATION TX 77845 746000531 OTHER 11085 0 JSHS REGIONAL SYMPOSIUM THE RESEARCH FOUNDATION OF CUNY 94-20 GUY BREWER BLVD JAMAICA QUEENS NEW YORK NY 11451 020733394 501(C)(3) 14000 0 JSHS REGIONAL SYMPOSIUM THE RESEARCH FOUNDATION OF SUNY PO BOX 9 ALBANY NY 12201 141368361 501(C)(3) 7424 0 JSHS REGIONAL SYMPOSIUM THE UNIVERSITY OF SOUTHERN MISSISSIPPI 118 COLLEGE DRIVE BOX 5157 HATTIESBURG MS 39406 646000818 501(C)(3) 17000 0 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF ALASKA PO BOX 756540 FAIRBANKS AK 99775 926000147 501(C)(3) 18000 0 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF CONNECTICUT HEALTH CENTER 263 FARMINGTON AVE FARMINGTON CT 06030 521725543 OTHER 20480 0 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF FLORIDA 334 YON HALL/BOX 112010 GAINESVILLE FL 32611 596002052 501(C)(3) 17300 0 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF GEORGIA 310 EAST CAMPUS ROAD ATHENS GA 30602 586001998 GOVERNMENT 25206 0 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION CONTROLLERS OFFICE SERVICE COMPLEX BLDG LOUISVILLE KY 40292 611029626 501(C)(3) 10000 0 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIV CITY BLVD CHARLOTTE NC 28223 560791228 501(C)(3) 11963 0 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF OREGON PO BOX 3237 EUGENE OR 97403 464727800 GOVERNMENT 6870 0 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF SOUTH CAROLINA 1600 HAMPTON ST COLUMBIA SC 29208 576001153 GOVERNMENT 13201 0 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF WISCONSIN - LACROSSE 1725 STATE STREET LA CROSSE WI 54601 391805963 GOVERNMENT 10776 0 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF WYOMING 1000 E UNIVERSITY AVE LARAMIE WY 82071 836000331 501(C)(3) 6775 0 JSHS REGIONAL SYMPOSIUM WASHINGTON STATE SCIENCE & ENGINEERING FAIR PO BOX 2412 SILVERDALE WA 98383 510189275 OTHER 23923 0 JSHS REGIONAL SYMPOSIUM WAYNE STATE UNIVERSITY 5057 WOODWARD AVE DETROIT MI 48202 386028429 501(C)(3) 9000 0 JSHS REGIONAL SYMPOSIUM 26 6 EXPLORAVISION 108 107266 PURCHASE AMOUNT SAVINGS BONDS, COMPUTERS POSTER AWARDS 47 21500 SHUGRUE AWARDS 1 1500 MAITLAND P. SIMMONS AWARDS 4 4000 YAGER AWARD 3 3000 NORTHROP AWARD EXCELLENCE IN ENGINEERING EDUCATION AWARD 1 5000 CARLETON AWARD 1 5000 NSTA LEGACY AWARD 1 500 NORTHROP TEACHER'S ACADEMY AWARD 23 22582 SHELL URBAN AWARD 29 16800 CORTEVA AWARD 1 3500 JSHS WINNER SCHOLARSHIPS 167 402500 ECYBERMISSION WINNERS 291 392250 ECYBERMISSION WINNERS 246 64770 PARTICIPANT SUPPORT 1929 862985 JSHS MOMENTUM GRANT 70 124424 PART I, LINE 2: NSTA GRANTEES ARE SELECTED BASED ON A VARIETY OF CRITERION DEPENDING ON INDIVIDUAL PROGRAM REQUIREMENTS. ALL RECIPIENTS OF NSTA GRANT FUNDS MUST SUBMIT A PROPOSAL AND/OR BUDGET TO SUPPORT AND EXPLAIN THE NEED AND USE OF FUNDS. GRANTEE SUBMISSIONS ARE REVIEWED AND EVALUATED BY THE APPROPRIATE PROGRAM DIRECTOR, DESIGNEE OR COMMITTEE. FOR THOSE PROGRAMS THAT OFFER AWARDS, EACH PROGRAM HAS A SET OF CRITERIA FOR DETERMINING THE AWARD WINNER APPROPRIATE TO THEIR AWARD PROGRAM. NSTA BUSINESS OFFICE STAFF IS RESPONSIBLE FOR MONITORING THE FOLLOWING GRANTEE ACTIVITIES -VERIFY THE DEVELOPMENT OF THE SUBGRANT DOCUMENTS TO ENSURE INCLUSION OF ALL APPROPRIATE REGULATIONS, REQUIREMENTS, AND DISCLOSURES - REVIEW ALL CERTIFICATIONS, REPORTS AND CORRESPONDENCE CONCERNING AUDIT COMPLIANCE - MONITOR PERIODIC PROGRESS REPORTS AND INVOICES (IF APPLICABLE) FROM SUBGRANTEES FOR COMPLIANCE WITH THE TERMS OF THE AGREEMENT - DISSATISFACTION WITH SUBGRANTEE PROGRESS OR INVOICING METHODS IS REPORTED TO APPROPRIATE NSTA ASSOCIATE DIRECTOR FOR DISCIPLINARY ACTION - MONITORING SUBGRANTEE BUDGETS, WHICH INCLUDES REQUESTING SUPPORTING DOCUMENTATION TO DETERMINE WHETHER EXPENSES ARE ALLOWABLE AND WITHIN THE SCOPE OF THE PROJECT. X X X 0 0 0 0 0 0 0 1 0 MOIRA FATHY BAKER DEPUTY EXECUTIVE DIRECTOR 238420 0 70250 0 0 0 34148 0 29865 0 372683 0 0 0 ERIKA SHUGART EXECUTIVE DIRECTOR (BEG. 2/21) 242308 0 0 0 0 0 26654 0 9820 0 278782 0 0 0 RYAN FOLEY COO 163944 0 0 0 0 0 18034 0 39821 0 221799 0 0 0 JODI PETERSON ASST EXEC DIR - COMMN 154021 0 0 0 0 0 16942 0 33774 0 204737 0 0 0 SUSAN WHITSETT DIRECTOR OF AEOP PROGRAMS 154021 0 0 0 0 0 16942 0 29064 0 200027 0 0 0 DELORES HOWARD ASSOC. EXEC. DIR., CONFERENCES 155777 0 0 0 0 0 17136 0 25339 0 198252 0 0 0 TODD WALLACE ASSIS. EXEC. DIR., CIO 141976 0 0 0 0 0 15617 0 38753 0 196346 0 0 0 BRIAN SHORT CFO (THROUGH 10/21) 156473 0 0 0 0 0 14864 0 10969 0 182306 0 0 0 KIMBERLY K STILWELL DIR., NEW BUSINESS DEVELOPMENT 127612 0 0 0 0 0 14037 0 38753 0 180402 0 0 0 PART I, LINE 7 BY REQUEST OF THE NSTA BOARD OF DIRECTORS, MOIRA FATHY BAKER RECEIVED A BONUS OF $70,250 FOR POSITION OF INTERIM EXECUTIVE DIRECTOR DURING 2020-21. FORM 990, PART III, LINE 3 THE ORGANIZATION ENDED THE SCILINKS PROGRAM. FORM 990, PART VI, SECTION A, LINE 6 NSTA HAS INDIVIDUAL, INSTITUTIONAL, AND OTHER DESIGNATED MEMBERSHIP CATEGORIES. ALL INDIVIDUAL MEMBERS IN GOOD STANDING IN ANY ESTABLISHED CATEGORY ARE ELIGIBLE TO VOTE. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE ELECTED BY ELECTRONIC BALLOTS. BALLOTS ARE EMAILED TO EACH VOTING MEMBER OF NSTA AT LEAST THIRTY DAYS PRIOR TO THE LAST DATE FOR RETURN OF BALLOTS. FORM 990, PART VI, SECTION A, LINE 7B BYLAW CHANGES MUST BE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE COMPILED THE NECESSARY DATA TO PREPARE THE FEDERAL FORM 990 WHICH WAS REVIEWED BY THE DEPUTY EXECUTIVE DIRECTOR. NSTA THEN ENGAGED AN INDEPENDENT CPA FIRM TO PREPARE THE 990. THE DRAFT FORM 990 WAS FIRST REVIEWED BY THE DIRECTOR OF FINANCE AND THE DEPUTY EXECUTIVE DIRECTOR. THE NEXT LEVEL OF REVIEW CONTINUED TO NSTA'S AUDIT COMMITTEE. THE FINAL 990 WAS PROVIDED TO THE BOARD. ONCE REVIEWED AND APPROVED, THE 990 WAS SENT BACK TO THE CPA FIRM IN ORDER TO BE FINALIZED AND SUBMITTED TO TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C FOR NSTA EMPLOYEES ALL NEW EMPLOYEES AND EXISTING EMPLOYEES ARE ASKED TO READ THE POLICY AND SIGN AN ACKNOWLEDGMENT THAT THEY HAVE READ THE POLICY AND AGREE TO ABIDE BY ITS TERMS, AND TO FILL OUT A DISCLOSURE STATEMENT EITHER AFFIRMING NO CONFLICTS OR LISTING CONFLICTS OF INTEREST. THESE TASKS ARE COMPLETED BY EACH EMPLOYEE INITIALLY AT THE TIME OF HIRE. WHEN OTHER DOCUMENTS ARE COMPLETED IN THE FALL EACH YEAR, HUMAN RESOURCES (HR) SENDS OUT THE POLICY AND STATEMENT AGAIN TO EACH EMPLOYEE REQUESTING THAT THEY UPDATE THEIR FILES BY LISTING ON THE STATEMENT ANY NEW POTENTIAL CONFLICTS OR TO AFFIRM THEY HAVE NO CONFLICTS AND ALSO BY RESIGNING THE ACKNOWLEDGMENT AND RETURNING TO HR. HR FORWARDS ANY COMPLETED DISCLOSURE STATEMENTS WHICH LIST CONFLICTS TO THE EXECUTIVE DIRECTOR FOR HIS/HER REVIEW AND APPROPRIATE ACTION. FOR NSTA BOARD AND RELEVANT COMMITTEE MEMBERS, THE BOARD MEMBERS ARE GIVEN THE CONFLICT OF INTEREST POLICY DURING THE SUMMER BOARD MEETING. THEY ARE ASKED TO READ AND PRINT THE SIGNATURE PAGE AND RETURN THE FORM DURING THE MEETING. THIS MEETING IS THE FIRST OPPORTUNITY FOR THE ENTIRE GROUP TO VIEW, SIGN AND THEN RETURN IT. THE SIGNED FORMS ARE FILED IN THE EXECUTIVE OFFICE. COMMITTEES ARE PROVIDED THE POLICY AT THEIR FIRST MEETING OF EACH FISCAL YEAR OR AT THE BEGINNING OF THE FISCAL YEAR BY MAIL OR E-MAIL. IF A CONFLICT ARISES, THE INTERESTED PERSON HAVING A CONFLICT OR POTENTIAL CONFLICT OF INTEREST DISCLOSES ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE INTERESTED PERSON DOES NOT PARTICIPATE IN OR HEAR THE BOARD OF DIRECTORS OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE THE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. THE BOARD OF DIRECTORS OR COMMITTEE, IF APPLICABLE, DETERMINES WHETHER THE DISCLOSED INTEREST IS SUCH THAT NSTA (I) SHOULD NOT PROCEED WITH THE PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT, (II) SHOULD MODIFY THE PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT TO ELIMINATE THE CONFLICT, (III) SHOULD SEEK ANOTHER EQUALLY ADVANTAGEOUS CONTRACT, TRANSACTION OR ARRANGEMENT THAT DOES NOT PRESENT A CONFLICT OF INTEREST, OR (IV) SHOULD TAKE SUCH OTHER MEASURES DEEMED TO BE IN THE INTEREST OF NSTA. FORM 990, PART VI, SECTION B, LINE 15A FOR EQUITABLE SALARY ADJUSTMENTS AT HIGHER TIER LEVELS OF MANAGEMENT, THE HR DIRECTOR PROVIDES SALARY COMPARISONS OF SIMILAR POSITIONS, USUALLY DRAWN FROM THE MOST RECENTLY PUBLISHED NON-PROFIT SURVEYS, AND/OR COMPARISONS WITH SIMILAR EXECUTIVE POSITIONS' COMPENSATION INFORMATION AS DRAWN FROM PUBLICLY ACCESSIBLE 990 FORMS FILED BY SIMILAR NONPROFITS. THESE COMPARISONS ARE PRODUCED IN SPREADSHEET FORM AND ARE PROVIDED TO THE EXECUTIVE DIRECTOR AND EXECUTIVE STAFF AT NSTA FOR INTERNAL SALARY DECISIONS AND TO THE BOARD FOR EXECUTIVE DIRECTOR SALARY DECISIONS. CURRENTLY THE BOARD ONLY APPROVES THE EXECUTIVE DIRECTOR SALARY, IN CLOSED SESSION. THE PRESIDENT THEN PROVIDES THE HR DIRECTOR WITH A LETTER AUTHORIZING ANY CHANGE TO THE EXECUTIVE DIRECTOR SALARY. THE EXECUTIVE DIRECTOR HAS APPROVED THE SALARIES OF THE CFO AND OTHER EXECUTIVE STAFF. THE SALARY COMPARISONS FOR THE CFO AND THE OTHER ASSOCIATE EXECUTIVE DIRECTOR POSITIONS ARE PROVIDED TO THE EXECUTIVE DIRECTOR FOR REVIEW PRIOR TO ANY COMPENSATION REVISIONS OTHER THAN ORGANIZATION-WIDE COST OF LIVING ADJUSTMENTS. THE LAST SALARY REVIEW TOOK PLACE IN DECEMBER 2022. FORM 990, PART VI, SECTION C, LINE 19 NSTA'S BYLAWS, OPERATING CONFLICT OF INTEREST, AND WHISTLEBLOWER POLICIES ARE AVAILABLE TO THE PUBLIC ON ITS MAIN WEBSITE. ALL GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ACTUARIAL GAIN ON POSTRETIREMENT BENEFITS 4,222,328. FORM 990, PART VII, SECTION A: SOME BOARD MEMBERS RECEIVE STIPENDS FROM NSTA FOR THEIR WORK RELATED TO STUDENT COMPETITIONS. THIS COMPENSATION IS NOT RELATED TO EITHER INDIVIDUAL'S POSITION ON THE BOARD. THE PRESIDENT, PRESIDENT-ELECT, AND RETIRING PRESIDENT, HOWEVER, DO RECEIVE COMPENSATION RELATED TO HIS/HER POSITION ON THE BOARD. THIS COMPENSATION HAS BEEN REFLECTED ON PART VII, SECTION A. 1836 WILSON LLC 1836 WILSON BLVD ARLINGTON VA 22201 526055229 MANAGING THE CONSTRUCTION OF A POTENTIAL NEW OFFICE BUILDING VA 0 0 NSTA