2023-09-15T09:22:18-05:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 261909449 NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING NATI 7038362222 1050 N HIGHLAND STREET 400 ARLINGTON VA 22201 ANGEL B PEREZ CHIEF EXECUTIVE OFFICER 7038362222 2023-09-15 1 ANGEL PEREZ 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANGEL B PEREZ 1050 N HIGHLAND STREET 400 ARLINGTON VA 22201 18646105 0 X WWW.NACACNET.ORG X 2007 DE EMPOWERING COLLEGE ADMISSION COUNSELING PROFESSIONALS THROUGH EDUCATION, ADVOCACY, AND COMMUNITY. 13 13 45 94 448616 173694 3211908 889640 7945489 11154105 1688350 609914 3263397 8331 16109144 12661990 73629 8403 0 0 4330047 4622928 0 0 538703 6053753 8982656 10457429 13613987 5651715 -951997 25359414 20703852 7953885 7202048 17405529 13501804 X EMPOWERING COLLEGE ADMISSION COUNSELING PROFESSIONALS THROUGH EDUCATION, ADVOCACY, AND COMMUNITY. 0 0 3117619 4532895 NATIONAL COLLEGE FAIRS: NATIONAL COLLEGE FAIRS ARE HELD IN CITIES ACROSS NORTH AMERICA BRINGING STUDENTS IN DIRECT CONTACT WITH ADMISSION PROFESSIONALS FROM PARTICIPATING POST-SECONDARY INSTITUTIONS. NACAC WORKS WITH LOCAL COUNSELORS AND ADMISSION PROFESSIONALS AT EACH EVENT TO ENSURE ATTENDANCE BY STUDENTS FROM ALL SOCIAL, ECONOMIC, AND ETHNIC BACKGROUNDS. THIS STUDENT POPULATION HAS BEEN EXPANDED FROM HIGH SCHOOL STUDENTS ONLY TO ALSO INCLUDE COLLEGE TRANSFERS, VETERANS, AND OTHERS FROM NON-TRADITIONAL EDUCATIONAL BACKGROUNDS. 2956238 3392893 NATIONAL CONFERENCE: THE NATIONAL CONFERENCE PROVIDES A FORUM FOR COUNSELING AND ADMISSION PROFESSIONALS TO NETWORK, RECEIVE PROFESSIONAL TRAINING, AND EXCHANGE INFORMATION TO ENHANCE THEIR OWN PROFESSIONAL DEVELOPMENT AND ADVANCE THE COUNSELING AND ADMISSION PROFESSIONS. 1115651 450900 PUBLICATIONS: THE PUBLICATIONS PROGRAM USES PRINT, DIGITAL, WEB, VIDEO AND SOCIAL MEDIA TO INFORM MEMBERS ABOUT THE CHANGING LANDSCAPE OF THE COLLEGE ADMISSIONS COUNSELING PROFESSION. THE PROGRAM ALSO INCLUDES THE CAREER CENTER WHICH OFFERS A CENTRALIZED RESOURCE FOR COLLEGE ADMISSION COUNSELING PROFESSIONALS LOOKING TO ADVANCE IN THEIR CAREER AND EXPLORE PROFESSIONAL OPPORTUNITES. IN 2023, THE PROGRAM NAME CHANGED TO COMMUNICATONS. 822326 PUBLIC POLICY 969467 604128 EDUCATION AND TRAINING 763575 8403 2173289 MEMBERSHIP, GRANTS AND OTHER 2555368 8403 2777417 9744876 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 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 0 0 0 0 0 0 0 1 69 0 1 45 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AR CA FL GA IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X ANGEL PEREZ 7038362222 1050 N HIGHLAND STREET 400 ARLINGTON VA 22201 X FIONA REES CHAIR 5.00 X X 0 0 0 VERN GRANGER CHAIR-ELECT 5.00 X X 0 0 0 TODD RINEHART IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 TAHIRY CRAWFORD DIRECTOR 5.00 X 0 0 0 JOHNNIE JOHNSON SEE SCH O DIRECTOR (UNTIL 9/2022) 5.00 X 1000 0 0 ROBYN LADY DIRECTOR 5.00 X 0 0 0 CORNELL LESANE DIRECTOR 5.00 X 0 0 0 BETH MAGLIONE DIRECTOR 5.00 X 0 0 0 ANJELICA MELENDEZ DIRECTOR 5.00 X 0 0 0 DJ MENIFEE DIRECTOR 5.00 X 0 0 0 SANJAY MITCHELL DIRECTOR 5.00 X 0 0 0 EDDIE PICKETT DIRECTOR 5.00 X 0 0 0 MARK STEINLAGE DIRECTOR 5.00 X 0 0 0 DON YU DIRECTOR 5.00 X 0 0 0 ANGEL PEREZ CHIEF EXECUTIVE OFFICER 35.00 X 409193 0 41558 SHANTEL GOODMAN-LUCKETT CHIEF EXPERIENCE OFFICER 35.00 X 208914 0 35091 DAVID HAWKINS CHIEF EDUCATION & POLICY OFFICER 35.00 X 207673 0 26564 MARIE GARVIN CHIEF FINANCIAL OFFICER 35.00 X 183149 0 33924 ASHLEY PERZYNA CHIEF OF STAFF 35.00 X 178162 0 15856 MELANIE PARRA CHIEF COMMUNICATIONS OFFICER 35.00 X 168930 0 14261 JOE BRENTZEL EXEC. DIR. OF INFO. MANAGEMENT 35.00 X 195542 0 43634 MICHELLE LUCAS DIRECTOR OF INFORMATION SYSTEMS 35.00 X 157803 0 55195 PIA BROWN DIRECTOR, EVENTS & MEETINGS 35.00 X 169109 0 27948 SHANDA IVORY DIRECTOR OF SPECIAL PROJECTS 35.00 X 155491 0 31697 2034966 0 325728 10 0 1 0 GOTOCOLLEGEFAIRS 2360 ROUTE 33 112-254 ROBBINSVILLE NJ 08691 MOBILESCAN APP 1277141 COLLEGIATE PRODUCTIONS 901 N BROADWAY STE 1 WHITE PLAINS NY 10603 EVENT SUPPLIES 689321 SMITHBUCKLIN CORPORATION 8318 SOLUTIONS CENTER CHICAGO IL 60677 BUSINESS MANAGEMENT CONSULTANT 649758 SHEPARD AV 1177 LOGAN CIRCLE NW ATLANTA GA 30318 AUDIO VISUAL SERVICES 541241 THE EXPO GROUP 5931 W CAMPUS CIRCLE DRIVE IRVING TX 75063 EVENT DECORATION 435151 19 889640 889640 NATIONAL COLLEGE FAIRS 900099 4532895 4532895 NATIONAL CONFERENCE 900099 3392893 3392893 MEMBERSHIP REVENUE 900099 2173316 2173316 EDUCATION AND TRAINING 900099 604101 604101 PUBLICATIONS AND SUBS 900099 450900 2284 448616 11154105 326273 326273 6267756 5983599 516 284157 -516 283641 283641 27 0 27 27 MISCELLANEOUS 900099 8304 8304 8304 12661990 10705489 448616 618245 X 8403 8403 2359694 2260216 90435 9043 1608315 338407 1022014 247894 133696 32926 81076 19694 260361 116553 115094 28714 260862 164343 78259 18260 46772 46772 20793 20793 59482 59482 2472870 1448174 935557 89139 408389 255866 129660 22863 420463 360907 54410 5146 1057715 881647 143147 32921 426897 318084 86600 22213 1585264 1454461 130803 3466 2190 1073 203 202338 127473 60701 14164 REPAIRS AND MAINT. 973381 893279 73231 6871 EXHIBITION SERVICES 741424 741424 PUBLICATIONS 300255 175837 113595 10823 PROFESSIONAL DEVELOP. 162156 94963 61348 5845 100991 69723 26358 4910 13613987 9744876 3330408 538703 2530716 1112299 1175689 599551 631885 9797 9797 649734 799642 7997230 3154195 4895916 4843035 16673300 12096831 400 34674 25359414 20703852 847917 1167923 3877465 3021223 3189653 2981449 38850 0 31453 7953885 7202048 X 17348221 13446735 57308 55069 17405529 13501804 25359414 20703852 -951997 -2951728 0 X 0 1 X 1 0 X 704148 844879 647460 3211908 889640 6298035 15388555 15854631 5753843 7557360 10705489 55259878 16092703 16699510 6401303 10769268 11595129 61557913 0 42030 42030 42030 42030 61515883 297207 340460 281890 339264 326273 1585094 297207 340460 281890 339264 326273 1585094 1025 925 124730 173694 300374 173558 2509011 3263290 8304 5954163 16390935 17214453 9192204 14496552 12103400 69397544 0.88640 0.97100 0.02280 0.02900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54945 108476 163421 13450566 13613987 830699 207675 0 0 994908 691060 672871 830699 3189538 4784307 214152 134104 98718 163421 610395 248727 172765 168218 207675 797385 1196078 61566 48119 39148 54945 203778 57308 -4683 52625 51059 6249 57308 51059 51059 51059 51059 51059 51059 0.00000 1.00000 0.00000 0 0 6417881 1760740 4657141 241033 116358 124675 1338316 1277097 61219 4843035 FINANCE LEASE LIABILITY 31453 31453 X 9651296 -2951728 516 -2951212 12602508 59482 59482 12661990 13555021 516 516 13554505 59482 59482 13613987 PART V, LINE 4: FUNDS FOR THE CONTINUATION OF THE ORGANIZATION. PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, NACAC 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: LOSS ON DISPOSAL OF FIXED ASSETS INCLUDED IN EXPENSES ON FINANCIAL STATEMENTS, BUT REPORTED AS REVENUE ON PART VIII, LINE 8C 516. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS INCLUDED IN EXPENSES ON FINANCIAL STATEMENTS, BUT REPORTED AS REVENUE ON PART VIII, LINE 8C 516. 1 IMAGINE GRANTS 9 8403 PART I, LINE 2: GRANT FUNDING IS DISBURSED ON A REIMBURSEMENT BASIS PRIOR TO DISBURSEMENT OF FUNDS. RECIPIENTS ARE REQUIRED TO FILE A REPORT ABOUT THE SUPPORTED ACTIVITY AND PROVIDE DOCUMENTATION OF EXPENDITURES. A COMMITTEE OF NACAC MEMBERS WHO ARE SERVING AS PRESIDENT-ELECT OF THEIR AFFILIATE ORGANIZATIONS REVIEW GRANT REQUESTS AND DECIDE GRANT REWARDS BY CONSENSUS AFTER HAVING DISCUSSED EACH APPLICATION. IN ADDITION, THE NACAC BOARD APPROVED SCHOLARSHIPS FOR STUDENTS AND PROVIDING GRANTS TO THE AFFILIATES FOR PUBLIC HIGH SCHOOL COUNSELORS FOR PROFESSIONAL DEVELOPMENT. X X X 0 0 0 0 0 0 0 1 0 ANGEL PEREZ CHIEF EXECUTIVE OFFICER 389693 0 19500 0 0 0 24400 0 17158 0 450751 0 0 0 SHANTEL GOODMAN-LUCKETT CHIEF EXPERIENCE OFFICER 202914 0 6000 0 0 0 16474 0 18617 0 244005 0 0 0 JOE BRENTZEL EXEC. DIR. OF INFO. MANAGEMENT 195542 0 0 0 0 0 16068 0 27566 0 239176 0 0 0 DAVID HAWKINS CHIEF EDUCATION & POLICY OFFICER 202673 0 5000 0 0 0 16665 0 9899 0 234237 0 0 0 MARIE GARVIN CHIEF FINANCIAL OFFICER 181149 0 2000 0 0 0 14336 0 19588 0 217073 0 0 0 MICHELLE LUCAS DIRECTOR OF INFORMATION SYSTEMS 155803 0 2000 0 0 0 13041 0 42154 0 212998 0 0 0 PIA BROWN DIRECTOR, EVENTS & MEETINGS 165109 0 4000 0 0 0 13622 0 14326 0 197057 0 0 0 ASHLEY PERZYNA CHIEF OF STAFF 175162 0 3000 0 0 0 15119 0 737 0 194018 0 0 0 SHANDA IVORY DIRECTOR OF SPECIAL PROJECTS 155491 0 0 0 0 0 12715 0 18982 0 187188 0 0 0 MELANIE PARRA CHIEF COMMUNICATIONS OFFICER 166430 0 2500 0 0 0 13524 0 737 0 183191 0 0 0 PART I, LINE 7 BONUS COMPENSATION IS REPORTED IN PART II, COLUMN (B)(II). A INDUSTRIAL DEVELOPMENT AUTHORITY OF ARLINGTON COUNTY VA 521305410 2008-02-28 5470000 FINANCE THE ACQUISTION AND CERTAIN IMPROVEMENTS OF OFFICE CONDOMINIUM 0 0 0 A 5470000 254311 5215689 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 DURING THE YEAR, THE ORGANIZATION ELIMINATED THE DELEGATE ROLE AND ASSEMBLY SINCE THEIR FUNCTIONS ARE NO LONGER IN PLACE. FORM 990, PART VI, SECTION A, LINE 6 NACAC'S MEMBERS ARE INSTITUTIONS, ORGANIZATIONS, AND INDIVIDUALS DEDICATED TO SERVING STUDENTS AS THE STUDENTS EXPLORE OPTIONS AND MAKE CHOICES ABOUT POSTSECONDARY EDUCATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE EITHER VOTING MEMBERS OR NON-VOTING MEMBERS DEPENDENT UPON ELIGIBILITY CRITERIA AS SET FORTH IN THE NACAC BYLAWS. VOTING NACAC MEMBERS ELECT DELEGATES FROM WITHIN THEIR AFFILIATE ORGANIZATIONS TO THE NACAC ASSEMBLY. FORM 990, PART VI, SECTION A, LINE 7B ELECTION OF ASSOCIATION OFFICERS/DIRECTORS AND AMENDMENTS TO THE CEPP: NACAC'S CODE OF ETHICS AND PROFESSIONAL PRACTICES (REPLACED, IN SEPTEMBER 2020, BY THE GUIDE TO ETHICAL PRACTICE IN COLLEGE ADMISSION) MUST BE APPROVED BY THE NACAC ASSEMBLY. CHANGES TO THE BYLAWS MUST BE APPROVED BY THE GENERAL MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE DIRECTOR OF FINANCE AND THE CEO. IT WAS SHARED WITH THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, EXECUTIVES, DIRECTORS, AND ALL EMPLOYEES ARE REQUIRED TO ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. PRIOR TO NACAC BOARD OR COMMITTEE ACTION ON A CONTRACT, LOAN OR OTHER TRANSACTION INVOLVING A CONFLICT OF INTEREST, A COVERED PERSON HAVING A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE TO THE BOARD OF DIRECTORS OR COMMITTEE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A COVERED PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. IF IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE COVERED PERSON WITH THE POTENTIAL CONFLICT OR ANY OTHER PERSON WHO BECOMES AWARE OF THE POTENTIAL CONFLICT MAY DISCLOSE THE CIRCUMSTANCES TO THE BOARD OF DIRECTORS, WHO SHALL DETERMINE WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A CEO COMPENSATION IS SET ANNUALLY BY THE BOARD'S EXECUTIVE COMMITTEE BASED ON CONTRACTUAL PARAMETERS. THE EXECUTIVE COMMITTEE OF THE BOARD (PRESIDENT, PRESIDENT-ELECT, PAST PRESIDENT, AND CHAIR OF EACH BOARD COMMITTEE) IS INVOLVED IN THE CONTRACT REVIEW, SETTING EXPECTATIONS, ESTABLISHING SALARY PARAMETERS FOR THE DURATION OF THE CONTRACT AND TIME LINE FOR THE COMPENSATION OF THE CEO. THE LEVEL OF COMPENSATION FOR THE CEO IS AIDED BY AT LEAST THREE INDEPENDENT SALARY SURVEYS OF NOT FOR PROFIT/EDUCATION MEMBERSHIP ASSOCIATIONS. THE CEO'S CONTRACT OUTLINES PARAMETERS FOR ANNUAL COMPENSATION, RAISES, OR BONUSES. HUMAN RESOURCES STAFF HANDLES SALARY PAYMENTS AND RECEIVES A COMMUNICATION FROM THE ASSOCIATION PRESIDENT OUTLINING SPECIFIC CHANGES ANNUALLY FOR THE CEO'S COMPENSATION. THE CEO REVIEWS AND APPROVES THE COMPENSATION FOR THE OTHER COMPENSATED KEY EMPLOYEES. ANNUAL SALARY REVIEWS ARE CONDUCTED THAT CONSIDER PERFORMANCE, INTERNAL AND EXTERNAL PARITY, AND BUDGET. COMPENSATION DECISIONS ARE DOCUMENTED IN AN ANNUAL PERFORMANCE REVIEW THAT INCLUDES A SECTION FOR DOCUMENTING PRESENT SALARY AND ANY CHANGES TO THAT SALARY. THIS PROCESS WAS LAST PERFORMED IN DECEMBER 2022. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND AVAILABLE BY REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST. PART VII, SECTION A: JOHNNIE JOHNSON'S COMPENSATION OF $1,000 WAS UNRELATED TO HIS DUTIES AS BOARD MEMBER. FORM 990, PART IX, LINE 11G OTHER LABOR: PROGRAM SERVICE EXPENSES 26,875. MANAGEMENT AND GENERAL EXPENSES 17,362. FUNDRAISING EXPENSES 1,654. TOTAL EXPENSES 45,891. RETRIEVAL: PROGRAM SERVICE EXPENSES 199,915. MANAGEMENT AND GENERAL EXPENSES 129,150. FUNDRAISING EXPENSES 12,305. TOTAL EXPENSES 341,370. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,221,384. MANAGEMENT AND GENERAL EXPENSES 789,045. FUNDRAISING EXPENSES 75,180. TOTAL EXPENSES 2,085,609.