2025-05-09T15:52:41-05:00 2024-06-30 541029635 THOMPSON GREENSPON 4035 RIDGE TOP RD SUITE 700 FAIRFAX VA 22030 990 2023-07-01 042104741 NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC NATI 2029739700 2001 K STREET NW 1150 WASHINGTON DC 20006 COREY MCINTYRE CHIEF FINANCIAL OFFICER 2029739700 2025-05-09 1 0 TRACY M MOREY CPA P01521539 7033858888 2023 2025-03-06 01:10:19Z COREY MCINTYRE 2001 K STREET NW SUITE 1150 WASHINGTON DC 20006 31854567 0 X WWW.NAIS.ORG X 1959 MA AS THE LARGEST ASSOCIATION OF INDEPENDENT SCHOOLS, NAIS CO-CREATES THE FUTURE OF EDUCATION BY UNITING AND EMPOWERING OUR COMMUNITY. WE DO THIS THROUGH THOUGHT LEADERSHIP, RESEARCH, CREATION AND CURATION OF RESOURCES, AND DIRECT COLLABORATION WITH EDUCATION LEADERS. 16 16 63 200 315313 0 37500 742077 21083594 22804885 1916344 2003425 0 0 23037438 25550387 0 0 0 0 9897447 10073820 0 0 298874 12650637 12671610 22548084 22745430 489354 2804957 59244151 69707569 13698014 17635501 45546137 52072068 X AS THE LARGEST ASSOCIATION OF INDEPENDENT SCHOOLS, NAIS CO-CREATES THE FUTURE OF EDUCATION BY UNITING AND EMPOWERING OUR COMMUNITY. WE DO THIS THROUGH THOUGHT LEADERSHIP, RESEARCH, CREATION AND CURATION OF RESOURCES, AND DIRECT COLLABORATION WITH EDUCATION LEADERS. 0 0 7758803 13320093 INFORMATION, DATA AND RESEARCH: NAIS COLLECTS DATA, CONDUCTS ORIGINAL RESEARCH AND ENVIRONMENTAL SCANNING, AND SYNTHESIZES IT TO PROVIDE INSIGHTS TO THEIR MEMBERS ABOUT THE STATE OF THE INDUSTRY, TRENDSIMPACTING EDUCATION AND THEIR SCHOOLS, INDUSTRY ADVOCACY AND PUBLIC INFORMATION, AND CUSTOM BENCHMARKING REPORTS ON SCHOOL OPERATING METRICS. THIS INFORMATION IS SHARED THROUGH THEIR PUBLICATIONS, THEIR WEBSITE, INDEPENDENT SCHOOL MAGAZINE, PRINCIPLES OF GOOD PRACTICE, AND ONLINE DATA AND STATISTICS APPLICATIONS LIKE DASL AND MARKET VIEW. 6333624 5877960 EQUITY AND JUSTICE: NAIS SUPPORTS SCHOOLS THAT WANT TO CULTIVATE DIVERSE AND INCLUSIVE LEARNING COMMUNITIES. PROGRAMS THAT SUPPORT THIS GOAL INCLUDE THE PEOPLE OF COLOR CONFERENCE, STUDENT DIVERSITY LEADERSHIP CONFERENCE, THE DIVERSITY LEADERSHIP INSTITUTE, AND THE ASSESSMENT OF INCLUSIVITY AND MULTICULTURALISM. 5870991 3599816 LEADERSHIP AND GOVERNANCE: NAIS OFFERS A SUITE OF PROFESSIONAL DEVELOPMENT INSTITUTES AND OTHER TOOLS AND SERVICES TO HELP SCHOOL LEADERS AND GOVERNING BOARDS DEVELOP THE SKILLS AND KNOWLEDGE THEY NEED TO SUCCEED. PROGRAMS IN THIS AREA INCLUDE THE ANNUAL CONFERENCE, THE INSTITUTE FOR NEW HEADS, LEADERSHIP THROUGH PARTNERSHIP INSTITUTE, FELLOWSHIP FOR ASPIRING SCHOOL HEADS, AND OTHER IN-PERSON AND VIRTUAL TRAINING EXPERIENCES. 7016 OTHER PROGRAM SERVICES 7016 19963418 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 170 0 1 63 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 DC MA X X COREY MCINTYRE 2029739700 2001 K STREET NW SUITE 1150 WASHINGTON DC 20006 RONNIE E CODRINGTON-CAZEAU VICE CHAIR 2.00 X X 0 0 0 TEKAKWITHA M PERNAMBUCO-WISE SECRETARY 2.00 X X 0 0 0 MONIQUE L DEVANE TRUSTEE 2.00 X 0 0 0 RANDALL C DUNN CHAIR 2.00 X X 0 0 0 PENNY EVINS TREASURER 2.00 X X 0 0 0 MICHAEL NACHBAR TRUSTEE 2.00 X 0 0 0 J ROSS PETERS TRUSTEE 2.00 X 0 0 0 MADELEINE HEWITT TRUSTEE 2.00 X 0 0 0 ADAM WEINBERG TRUSTEE 2.00 X 0 0 0 JOHN AUSTIN TRUSTEE 2.00 X 0 0 0 NONI THOMAS LOPEZ TRUSTEE 2.00 X 0 0 0 JAMES P HONAN TRUSTEE 2.00 X 0 0 0 JAMES CALLEROZ WHITE TRUSTEE 2.00 X 0 0 0 CRISSY CACERES TRUSTEE 2.00 X 0 0 0 SCOTT K PARKER TRUSTEE 2.00 X 0 0 0 JEFFREY SELINGO TRUSTEE 2.00 X 0 0 0 DONNA M OREM PRESIDENT UNTIL 8/7/23 50.00 X 525477 0 35859 COREY R MCINTYRE CHIEF FINANCIAL OFFICER 50.00 X 291496 0 57094 KIRSTEN Z SHERLICK CHIEF OPERATING OFFICER 50.00 X 308088 0 31219 TIMOTHY JAMES FISH CHIEF INNOVATION OFFICER 50.00 X 282747 0 57464 DEBRA WILSON PRESIDENT AS OF 8/8/23 50.00 X 256367 0 24299 MORVA ANN MCDONALD VICE PRESIDENT, LEADERSHIP & GOVERNANCE 50.00 X 233162 0 41585 CAROLINE BLACKWELL VICE PRESIDENT, EQUITY AND 50.00 X 179658 0 44840 JEFFERSON G BURNETT SENIOR VICE PRESIDENT UNTIL 7/31/23 50.00 X 269041 0 19873 MEGAN HOPE MANN LEGAL COUNSEL 50.00 X 226210 0 54641 MARK J MITCHELL VP, ACCESS & AFFORDABILITY 50.00 X 214268 0 46441 HILARY D LAMONTE VP, DASL 50.00 X 211704 0 42862 WILLIAM JARRED VICE PRESIDENT, MARKETING, COMMUNICATIONS 50.00 X 214978 0 34558 3213196 0 490735 31 0 1 0 TERPSYS 9841 WASHINGTONIAN SUITE 200 GAITHERSBURG MD 20878 CONSULTING 391019 VENABLE LLP 600 MASSACHUSETTS AVE NW WASHINGTON DC 20001 CONSULTING 192971 COLLABORATIVE AGENC 358 CHESTNUT HILL AVE BOSTON MA 02135 SPEAKERS BUREAU 134548 NASHVILLE LEADERSHIP 502 WILSON BLVD N NASHVILLE TN 37205 CONSULTING 104400 4 667077 75000 742077 MEMBER DUES AND SUBSCRIPTIONS 900099 11798951 11798951 CONFERENCES 900099 9451592 9451592 PUBLICATIONS 541800 1049667 734354 315313 OTHER PROGRAM SERVICES 900099 504675 504675 22804885 1979049 1979049 6328556 6304180 24376 24376 24376 25550387 22489572 315313 2003425 2160968 1961536 177750 21682 6131494 4927946 1027104 176444 556201 450587 91072 14542 669538 551487 102072 15979 555619 457653 84705 13261 171372 99825 71219 328 62539 62539 1759796 1528599 217612 13585 108229 104488 3518 223 879207 833949 39733 5525 869599 750901 106941 11757 755522 622310 115180 18032 910577 855457 52531 2589 5900413 5859205 39560 1648 421621 405075 14306 2240 63616 58163 4715 738 PRINTING/PUBLICATION 672798 647977 24816 5 PROFESSIONAL DEVELOPMEN 88903 15328 73279 296 7418 -167068 174486 22745430 19963418 2483138 298874 500 500 23114307 24061424 349919 205220 554845 605181 6061565 4848486 892821 1213079 33531745 38165712 800014 5456453 59244151 69707569 1510620 1408419 11245174 11327514 942220 4899568 13698014 17635501 X 45546137 52072068 45546137 52072068 59244151 69707569 2804957 3740974 -20000 0 X 0 1 X 1 0 X 37500 987500 37500 37500 742077 1842077 19734432 16765485 16457541 21083594 22489572 96530624 19771932 17752985 16495041 21121094 23231649 98372701 0 0 0 98372701 1061660 908650 1451602 1814450 1979049 7215411 111184 111184 1061660 908650 1451602 1814450 2090233 7326595 20833592 18661635 17946643 22935544 25321882 105699296 0.93070 0.93710 0.06930 0.06290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13774 13774 22751656 22765430 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 28031 6005 8160 13774 55970 250000 250000 250000 250000 1000000 1500000 257488 1018 256470 5804077 4847468 956609 1213079 DEFERRED COMPENSATION 600697 OPERATING LEASE RIGHT-OF-USE ASSET 4188679 ERC RECEIVABLE 667077 5456453 DEFERRED COMPENSATION 600698 OPERATING LEASE LIABILITY 4194190 OTHER PAYABLES 100061 METRO/PARKING REIMBURSEMENT 4619 4899568 X 29171300 3740974 3740974 25430326 20000 100061 120061 25550387 22645369 0 22645369 100061 100061 22745430 PART X, LINE 2: NAIS COMPLIES WITH THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC TOPIC 740, INCOME TAXES. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. X X X X X X 0 0 0 0 0 0 0 0 0 DONNA M OREM PRESIDENT UNTIL 8/7/23 401322 0 1250 0 122905 0 19833 0 16026 0 561336 0 0 0 COREY R MCINTYRE CHIEF FINANCIAL OFFICER 287066 0 3750 0 680 0 29728 0 27366 0 348590 0 0 0 TIMOTHY JAMES FISH CHIEF INNOVATION OFFICER 279275 0 2250 0 1222 0 28691 0 28773 0 340211 0 0 0 KIRSTEN Z SHERLICK CHIEF OPERATING OFFICER 301405 0 6000 0 683 0 29943 0 1276 0 339307 0 0 0 JEFFERSON G BURNETT SENIOR VICE PRESIDENT UNTIL 7/31/23 127829 0 1250 0 139962 0 12805 0 7068 0 288914 0 0 0 MEGAN HOPE MANN LEGAL COUNSEL 223743 0 2250 0 217 0 23067 0 31574 0 280851 0 0 0 DEBRA WILSON PRESIDENT AS OF 8/8/23 245081 0 11000 0 286 0 13750 0 10549 0 280666 0 0 0 MORVA ANN MCDONALD VICE PRESIDENT, LEADERSHIP & GOVERNA 229965 0 2250 0 947 0 23345 0 18240 0 274747 0 0 0 MARK J MITCHELL VP, ACCESS & AFFORDABILITY 211162 0 2250 0 856 0 21582 0 24859 0 260709 0 0 0 HILARY D LAMONTE VP, DASL 208628 0 2250 0 826 0 21012 0 21850 0 254566 0 0 0 WILLIAM JARRED VICE PRESIDENT, MARKETING, COMMUNICA 212106 0 2041 0 831 0 21116 0 13442 0 249536 0 0 0 CAROLINE BLACKWELL VICE PRESIDENT, EQUITY AND 175393 0 2250 0 2015 0 18224 0 26616 0 224498 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 NAIS' MEMBERS ARE THOSE INDIVIDUALS AND SCHOOLS WHO CHOOSE TO PARTICIPATE IN THE ASSOCIATION'S MISSION AND SERVICES. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS APPROVE NEW TRUSTEES TO THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B NAIS MEMBERS VOTE ON BOARD OF TRUSTEES NOMINEES AND OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE COMPLETED FORM 990 IS EMAILED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR THE CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM IS CIRCULATED TO THE ENTIRE BOARD AND STAFF. ALL POTENTIAL BOARD CONFLICTS ARE COLLATED AND PROVIDED TO THE BOARD OFFICERS, ASSOCIATION PRESIDENT, AND MANAGEMENT TEAM FOR CONSIDERATION AND TRACKING. THE POLICY ALSO REQUIRES DISCLOSURE OF ANY CONFLICTS THAT MAY OCCUR BEFORE OR AFTER THE FORM IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES A COMPENSATION CONSULTANT TO WORK WITH THE BOARD IN DETERMINING THE COMPENSATION FOR THE PRESIDENT, COO, CFO, AND CTO. THE LAST CONSULTING ENGAGEMENT FOR THE PRESIDENT WAS IN 2021, THE LAST ONE FOR THE COO, CFO, AND CTO WAS IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. THE NAIS CONFLICT OF INTEREST POLICY IS PROVIDED TO THE NAIS MEMBERS THROUGH THE WEBSITE.