2023-08-30T15:41:02-05:00 2022-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-01-01 521721115 National Council of University Research Administrators NATI 2024663894 1015 18th Street NW 901 Washington DC 20036 Kathleen Larmett Executive Director 2024663894 2023-08-29 1 Kathleen Larmett XXX-XX-XXXX 1 Yong Zhang CPA P01249785 7038930300 2023-08-29 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z Kathleen Larmett 1015 18th Street NW 901 Washington DC 20036 5248442 0 X www.ncura.edu X 1959 DC To serve all members by advancing expertise in the profession of research administration. 20 20 21 1600 178590 0 476749 7502 3453382 4963453 252319 98025 20833 156801 4203283 5225781 18215 23038 0 0 1886214 2045026 0 0 0 2152078 3730440 4056507 5798504 146776 -572723 8146594 8853192 1286605 3145442 6859989 5707750 X See Schedule O 0 0 3368556 9500 3675079 Convention/Conferences and Workshops: Forum for members to get together and exchange, disseminate ideas and information related to research administration. 1004491 1026321 Membership Services: Magazine published to help members track development in the field of research administration. 138454 135337 Publications: Various publications to help members keep informed of developments in the field of research administration. 32315 The Peer Review Program is a service for members and is intended to assist their institutions in assessing the effectiveness of their sponsored programs operations. The review identifies areas for improvement, best practices, or alternatives that may improve an operation's effectiveness and services. The peer review process is designed to demonstrate accountability, apply consistent standards and expectations, educate program participants, and promote communication among stakeholders. The Council develops a detailed report providing program strengths and recommendations for improvement. The NCURA Research Program provides opportunities for NCURA members, faculty, and staff to innovate and pursue excellence in developing and sustaining critical partnerships and include but are not limited to: Supporting the data-driven needs of NCURA and the profession; identifying, developing and implementing innovative programs for research and education; and building resources for new partnership programs that support global efforts. Research activities include the collection/acquisition of new data and/or in-depth analysis of previously existing data. Topical areas include but are not limited to: Public policy issues and research administration; advancement of technology transfer in research administration and associated challenges and obstacles; analysis of research enterprise models both domestic and global. 13538 13538 Grantmaking - The association awards research and travel grants to individuals and universities. 45853 13538 4557354 1 0 0 0 0 0 0 0 0 0 1 0 0 1 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 0 0 0 0 0 1 89 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 1 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 0 0 DC X Kathleen Larmett 2024663894 1015 18th Street NW 901 Washington DC 20036 Timothy R Schailey Treasurer 10.00 X X 1800 0 0 Robyn Remotigue Secretary 10.00 X X 7800 0 0 Rosemary Madnick Immediate Past President 10.00 X X 6600 0 0 Tolise C Dailey Member 5.00 X 1800 0 0 Rashonda Harris Member 5.00 X 3600 0 0 Diane Hillebrand Member 5.00 X 3600 0 0 Hollie Renee Schreiber Member 5.00 X 1800 0 0 Ara Tahmassian President 10.00 X X 0 0 0 Bryony Wakefield Vice President 10.00 X X 0 0 0 Eva Bjorndal Member 5.00 X 0 0 0 Vincent Borleske Member 5.00 X 0 0 0 Jaquion Gholston Member 5.00 X 0 0 0 Laura Kingsley Member 5.00 X 0 0 0 Nancy Lewis Member 5.00 X 0 0 0 Sandra Logue Member 5.00 X 0 0 0 Jill Mortali Member 5.00 X 0 0 0 Dave Richardson Member 5.00 X 0 0 0 David Smelser Member 5.00 X 0 0 0 Thomas Spencer Member 5.00 X 0 0 0 Matt Richter Member 5.00 X 0 0 0 Kathleen Larmett Executive Director 40.00 X 193437 0 36812 Tara Bishop Deputy Chief Executive 40.00 X 171001 0 25860 Kati Barber Associate Executive Director 40.00 X 111160 0 34796 Lily Lianot Controller 40.00 X 107380 0 10738 609978 0 108206 4 0 1 0 Euclid Technology Solutions LLC 540 Devall Drive Suite 301 Auburn AL 36832 IT Services 107783 1 7502 7502 Conferences/Workshops 611430 2584980 2503154 81826 Annual meeting 541900 1171925 1171925 Membership dues 541900 1026321 1026321 Publications 541800 180227 135337 44890 4963453 97384 97384 23302 22661 641 641 641 Career center ads 561300 133700 133700 Other income 900099 23101 23101 156801 5225781 4836737 178590 202952 13538 13538 9500 9500 257249 133516 123733 1390197 848625 541572 132100 76602 55498 154605 89653 64952 110875 64294 46581 2031 119 1912 32969 32969 17881 17881 141158 111260 29898 23622 17267 6355 205803 168901 36902 304610 143482 161128 127092 228 126864 189707 189546 161 2488757 2477332 11425 39456 39456 30585 7356 23229 Printing and graphic de 113712 112146 1566 Taxes and licenses 7527 1680 5847 Bad debt 3756 3756 Membership dues 1774 1774 92309 -92309 5798504 4557354 1241150 0 200 200 4352453 4005706 45266 77439 176348 523923 445370 375510 31359 69860 3526586 3011341 14382 1164723 8146594 8853192 395443 514427 876205 1354099 14957 1276916 1286605 3145442 X 6686955 5549812 173034 157938 6859989 5707750 8146594 8853192 -572723 -579516 0 X X 0 1 X 1 0 X 153613 102501 126889 476749 7502 867254 6126340 6851761 3879320 3283682 4836737 24977840 12526 10078 81826 104430 6292479 6964340 4006209 3760431 4926065 25949524 0 0 0 25949524 76635 89676 88915 79555 97384 432165 76635 89676 88915 79555 97384 432165 8255 8255 24172 42878 18083 20833 23101 129067 6393286 7096894 4113207 3869074 5046550 26519011 0.97850 0.98230 0.01630 0.01450 X Schedule A, Part III, Line 12, Explanation of Other Income: Miscellaneous - 2018 Amount: $ 11,646. 2019 Amount: $ 32,800. 2020 Amount: $ 18,083. 2021 Amount: $ 20,833. 2022 Amount: $ 23,101. Fundraising income - 2018 Amount: $ 5,600. 2019 Amount: $ 2,353. gaming income - 2018 Amount: $ 6,926. 2019 Amount: $ 7,725. 16800 7770 9030 428570 367740 60830 69860 Right-of-use assets - operating lease 1150341 Deposits 14382 1164723 Lease Liabilities - operating lease 1276916 1276916 X 4628384 -579516 -579516 5207900 17881 17881 5225781 5780623 0 5780623 17881 17881 5798504 Part X, Line 2: The Organization is recognized as a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code and is exempt from income taxes except for taxes on unrelated business activities. No provision for income taxes has been made as there were no unrelated business activities during the years ended December 31, 2022 and 2021. Management has evaluated the Organization's tax positions and concluded that there are no uncertain tax positions that qualify for either recognition or disclosure in the accompanying financial statements. 1 Georgia State University Research FoundationInc PO Box 3999 Atlanta GA 303023999 581845423 501(c)(3) 9306 0 NCURA Grant Award 1 0 NCURA - Education Fellowship 1 2000 2022 Spring - NCURA Eductaion Scholarhsip Fund 2 5000 2022 Fall - NCURA Education Scholarship Fund 1 2500 Part I, Line 2: Semi-annual and annual reports must be submitted by grantees and reviewed by the association prior to disbursement of funds to the grantees. Individuals are required to submit a report describing their learning experience at the visiting institution before funds are disbursed. X X X X 0 0 0 0 0 0 0 0 0 Kathleen Larmett Executive Director 193437 0 0 0 0 0 19768 0 17044 0 230249 0 0 0 Tara Bishop Deputy Chief Executive 171001 0 0 0 0 0 17108 0 8752 0 196861 0 0 0 Part I, Line 3 The National Council of University Research Administrators uses compensation surveys/studies and Form 990s of organizations of similar size and purpose to determine the reasonableness of the Executive Director's compensation. The process is completed by and independent compensation committee consisting of the Board President and Immediate Past President, and is documented in an official letter to the Executive Director which is kept on file. This process was last completed for the Executive Director in 2013. Form 990, Part III, Line 1 To promote the development of more effective policies and procedures relative to the administration of sponsored programs, provide a forum for the dissemination of information, the exchange of ideas and to promote the development of college and university research administration and the administration of other sponsored programs as a professional field. Form 990, Part VI, Section A, line 3 The Executive Committee is comprised of the elected officers (President, Vice-President/President-Elect, Immediate Past President, Secretary, and Treasurer) and the Executive Director of the Council. The Executive Committee has the authority of the full Board between meetings. Form 990, Part VI, Section A, line 6 National Council of University Research Administrators has three classes of members: Regular members - Any person engaged in the administration of sponsored programs in a college or university, a teaching or not for profit hospital, and independent not for profit research institute, or an organization wholly organized and administered by a college or university or a consortium of colleges and universities, or an association or society with individual or institutional members predominantly from colleges and universities, is eligible for membership. Associate members - Any person who is not qualified for membership under the definition of regular member, but whose activities are related to the administration of sponsored programs at colleges and universities, is eligible for associate membership. Emeritus members - Any person who has been an active member or associate member for five years prior to retirement may become an emeritus member or an emeritus associate member. Form 990, Part VI, Section A, line 7a All three classes of the Association's membership may vote to approve the election of the Board of Directors. Form 990, Part VI, Section A, line 7b All three class of the Association's membership may vote to approve amendments to the articles of incorporation or bylaws. Form 990, Part VI, Section B, line 11b The Form 990 is prepared by an independent accounting firm and the Association's management performs a detailed review of the Form 990 prior to filing with the IRS. Form 990, Part VI, Section B, line 12c All staff, Board, and committee members are required to review and sign the conflict of interest policy annually. Any person who notes a current or potential conflict must disclose, on the Association's COI/confidentiality form, to the Executive Director and a management plan is put in place. The Executive Director discloses any current or potential conflict they may have to the Board President. The Executive Director monitors the policy with respect to the Board members and employees, and the Board President monitors the policy with respect to the Executive Director. Any Board member with a conflict of interest would abstain from voting on the matter. Form 990, Part VI, Section B, line 15a National Council of University Research Administrators uses compensation surveys/studies and Form 990s or organizations of similar size and purpose to determine the reasonableness of the Executive Director's compensation. The process is completed by an independent compensation committee consisting of the Board President and Immediate Past President and documented in an official letter to the Executive Director which is also kept on file. This process was last completed for the Executive Director in 2013. Form 990, Part VI, Section C, line 19 The Association makes its governing documents, conflict of interest policy, and financial statements available to the public upon request and to members at the annual meeting. Form 990, Part XII, line 2c The organization's oversight process of audit has been consistent with prior years.