NATIONAL ASSOCIATION OF COLLEGE AND: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF COLLEGE AND (EIN 53-0259954)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-04-18
- IRS object ID
- 202221089349301567
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-18T17:12:49-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530259954 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF COLLEGE AND | BusinessNameLine1Txt |
| Business Name Line2 | UNIVERSITY BUSINESS OFFICERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2028612500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 VERMONT AVENUE NW NO 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN JOHNSTON | PersonNm |
| Person Title | PRESIDENT & CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2028612500 | PhoneNum |
| Signature | 2022-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | JOHNSTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREWJ SMITH | PreparerPersonNm |
| PTIN | P01985389 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2022-04-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN JOHNSTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 VERMONT AVENUE NW NO 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,357,715 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NACUBO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE FINANCIAL AND ADMINISTRATIVE MANAGEMENT AT INSTITUTIONS OF HIGHER EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $103,646 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $49,423 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,781,141 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,329,709 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,891,596 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,526,460 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,967 | PYInvestmentIncomeAmt |
| CY Investment Income | $463,939 | CYInvestmentIncomeAmt |
| PY Other Revenue | $221,059 | PYOtherRevenueAmt |
| CY Other Revenue | $159,702 | CYOtherRevenueAmt |
| PY Total Revenue | $16,896,763 | PYTotalRevenueAmt |
| CY Total Revenue | $12,479,810 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,750 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $78,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,890,360 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,619,168 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $536,954 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,174,202 | PYOtherExpensesAmt |
| CY Other Expenses | $4,457,574 | CYOtherExpensesAmt |
| PY Total Expenses | $15,076,312 | PYTotalExpensesAmt |
| CY Total Expenses | $11,154,742 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,820,451 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,325,068 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,257,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,631,746 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,866,525 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,912,634 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,390,604 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,719,112 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE USUAL PUBLIC ACTIVITIES OF THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO) ARE TO DEVELOP, PROMOTE, AND IMPROVE BUSINESS AND FINANCIAL PRINCIPLES AND PRACTICES IN THE ADMINISTRATION OF INSTITUTIONS OF HIGHER EDUCATION AND TO FOSTER AMONG MEMBER INSTITUTIONS PROFESSIONAL IDEALS AND STANDARDS IN BUSINESS AND FINANCIAL ADMINISTRATION.NACUBO'S CORE MISSION IS TO IMPROVE FINANCIAL AND ADMINISTRATIVE MANAGEMENT AT INSTITUTIONS OF HIGHER EDUCATION. TO THIS END, NACUBO MARSHALS EXPERTISE, SHARES KNOWLEDGE, PROVIDES TECHNICAL ASSISTANCE, AND ENCOURAGES INNOVATION IN BUSINESS PRACTICES. AREAS OF FOCUS INCLUDE ACCOUNTING AND FINANCIAL MANAGEMENT INCLUDING ENDOWMENTS AND DEBT, TAXATION, STUDENT FINANCIAL SERVICES, AND BUSINESS OPERATIONS INCLUDING INFORMATION TECHNOLOGY AND FACILITIES MANAGEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,067,367 | ExpenseAmt |
| Desc | MEMBER SERVICES:UNIVERSITIES - THE ASSOCIATION KEEPS MEMBERS INFORMED OF FEDERAL ACTIONS, SOLICITS MEMBER OPINIONS AND CONCERNS, AND ADVOCATES FOR THE BEST INTERESTS OF COLLEGES AND UNIVERSITIES WITH CONGRESS AND FEDERAL AGENCIES. THE ASSOCIATION'S ADVOCACY EFFORTS WERE COORDINATED WITH A NUMBER OF OTHER ASSOCIATIONS REPRESENTING VARIOUS HIGHER EDUCATION CONSTITUENCIES. IN ADDITION, NACUBO IS THE VOICE FOR HIGHER EDUCATION WITH THE VARIOUS BODIES THAT SET STANDARDS FOR ACCOUNTING PRACTICES, SUCH AS THE FINANCIAL ACCOUNTING STANDARDS BOARD, THE ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS, AND THE U.S. GENERAL ACCOUNTING OFFICE. (CONTINUE ON SCHEDULE O)RESEARCH - NACUBO UNDERTAKES BOTH ON-GOING LONGITUDINAL STUDIES IMPORTANT TO THE HIGHER EDUCATION INDUSTRY SUCH AS THE ASSOCIATION'S ANNUAL STUDY OF COLLEGE AND UNIVERSITY ENDOWMENTS AND SHORT SURVEYS OR RESEARCH ON SPECIFIC ISSUES OF CONCERN.REGIONAL ASSOCIATIONS AND PARTNERSHIPS - NACUBO MANAGES AN ASSOCIATION MANAGEMENT SYSTEM THAT SERVES THE JOINT MEMBERSHIP OF THE NATIONAL ASSOCIATION AND ITS FOUR REGIONAL AFFILIATED ASSOCIATIONS (CACUBO, EACUBO, SACUBO AND WACUBO). THE SYSTEM CAPTURES A VARIETY OF DATA POINTS THAT ENABLE IMPROVED TRACKING OF INDIVIDUAL MEMBER ACTIVITY AND DUES BILLING AND COLLECTION PROCESSES. THIS DATABASE IS LINKED TO BOTH A CONTENT MANAGEMENT SYSTEM AND THE ASSOCIATION WEBSITE IMPROVING MEMBER SERVICE.AWARDS PROGRAM - NACUBO RECOGNIZES INSTITUTIONAL AND INDIVIDUAL EXCELLENCE THROUGH ITS AWARDS PROGRAM. THESE AWARDS WERE PRESENTED TO INDIVIDUALS WHO SHOWED OUTSTANDING ACHIEVEMENT AND EXEMPLARY PERFORMANCE IN THE AREAS OF FINANCIAL MANAGEMENT, ENDOWMENT MANAGEMENT, PROFESSIONAL DEVELOPMENT AND MORE. INSTITUTIONS WERE RECOGNIZED THAT DEMONSTRATED INNOVATION IN THE AREAS OF PROCESS IMPROVEMENT AND RESOURCE ENHANCEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,462,551 | ExpenseAmt |
| Grant | $78,000 | GrantAmt |
| Revenue | $1,143,301 | RevenueAmt |
| Desc | CONFERENCES, WORKSHOPS, AND SEMINARS:THE NACUBO ANNUAL MEETING IS THE MOST IMPORTANT PROFESSIONAL DEVELOPMENT EVENT OF THE YEAR FOR COLLEGE AND UNIVERSITY BUSINESS OFFICERS AND THEIR STAFF. THE CONFERENCE WAS HELD VIRTUALLY FOR THE 2021 FISCAL YEAR. SESSION TOPICS INCLUDED ADVANCING TECHNOLOGY, ENHANCING THE DEVELOPED ENVIRONMENT, FINANCING THE ENTERPRISE, IMPLEMENTING AND LEADING CHANGE, IMPROVING THE STUDENT EXPERIENCE, PLANNING & BUDGETING, AND MANY OTHER TECHNICAL, MANAGERIAL AND LEADERSHIP ISSUES. (CONTINUE ON SCHEDULE O).NACUBO PRESENTS WEB CASTS FROM THE ASSOCIATION'S STUDIO DURING THE YEAR.THE WEB CASTS COVERED "HOT TOPICS" IN HIGHER EDUCATION BUSINESS AND ADMINISTRATION. THIS DEPARTMENT ADMINISTERS A CONTINUING PROFESSIONAL EDUCATION (CPE) CREDIT PROGRAM FOR CERTIFIED PUBLIC ACCOUNTANTS. NACUBO IS REGISTERED WITH THE NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY (NASBA) AS A SPONSOR OF CONTINUING PROFESSIONAL EDUCATION ON THE NATIONAL REGISTRY OF CPE SPONSORS. PROFESSIONAL DEVELOPMENT (PDC) -NACUBO CREATES AND DELIVERS A BROAD RANGE OF PROGRAMS, SERVICES, AND PRODUCTS THAT ARE DESIGNED TO STRENGTHEN THE ABILITIES AND KNOWLEDGE OF CAMPUS ADMINISTRATORS AT ALL LEVELS. TO MEET THE CHANGING NEEDS OF HIGHER EDUCATION, NACUBO HAS DEVELOPED A VARIETY OF WORKSHOPS AND MATERIALS COVERING TOPICS IN THE FIELDS OF ACCOUNTING, HIGHER EDUCATION FINANCE, LEADERSHIP AND MANAGEMENT, TAX, STUDENT FINANCIAL SERVICES, CAMPUS OPERATIONS, AND TECHNOLOGY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $407,803 | ExpenseAmt |
| Revenue | $1,279,513 | RevenueAmt |
| Desc | CONSULTING:NACUBO CONSULTING PROVIDES PRACTICAL GUIDANCE TO HIGHER EDUCATION INSTITUTIONS. OUR AIM IS TO BE AN INSTITUTION'S PARTNER IN PRACTICE. NACUBO CONSULTANTS BRING EXPERTISE, EXPERIENCE, AND LEADERSHIP ABILITIES TO EVERY ENGAGEMENT SEEKING TO SUPPORT INSTITUTIONS IN CRITICAL AREAS. ALL OF THE CONSULTING ENGAGEMENTS ARE CUSTOMIZED WITH DEFINED SCOPES OF WORK TO SUPPORT MEMBERS' WORK THROUGH COMPLEX PROBLEMS OR IMPROVE OPERATIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $202,413 | ExpenseAmt |
| Desc | PUBLICATIONS AND OTHER PRODUCTS:NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS REMAINS A SOURCE OF PROFESSIONAL INFORMATION FOR MEMBERS. NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS SELLS APPROXIMATELY 25 PUBLICATION TITLES, INCLUDING TWO ONLINE SUBSCRIPTION SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $202,413 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $8,140,134 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 48 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANA ROSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028612500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 VERMONT AVENUE NW SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROBERT G MOORE | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN SCROGGINS | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LYNN VALENTER | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN A MADDUX | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID BEA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN G GUTIERREZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERESA COSTANTINIDIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUSS HANNAH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN W CRAWFORD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA HUBBARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUTH JOHNSTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANA KUHLMANN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARYFRANCES MCCOURT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY LAGRANGE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH MAC MCINTOSH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE TRUFANT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL D VOLNA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SWANSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW WARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MITCHELL WEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CORY S BRADFORD PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA FRACE | |||||||
| DIRECTOR UNTIL 3/21 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH CLARK | |||||||
| VP, POLICY AND RESEARCH | 35.00 | Yes (X) | $205,827 | $0 | $30,490 | ||
| MATTHEW HAMILL UNTIL 61920 | |||||||
| SENIOR VP, STRATEGY AND SOLUTIONS | 35.00 | Yes (X) | $291,843 | $0 | $20,423 | ||
| JAMES HUNDRIESER | |||||||
| VP, CONSULTING AND BUSINESS DEVELOPMENT | 35.00 | Yes (X) | $311,107 | $0 | $36,462 | ||
| SUSAN JOHNSTON | |||||||
| PRESIDENT AND CEO | 50.00 | Yes (X) | $421,269 | $0 | $83,715 | ||
| TIMOTHYRANDY ROBERSON | |||||||
| VP, LEADERSHIP DEVELOPMENT | 35.00 | Yes (X) | $164,704 | $0 | $42,052 | ||
| TADELETCH TADU YIMAM | |||||||
| VP, DIGITAL ENGAGEMENT | 35.00 | Yes (X) | $173,961 | $0 | $32,083 | ||
| SUSAN MENDITTO | |||||||
| SENIOR DIRECTOR, ACCOUNTING POLICY | 35.00 | $171,472 | $0 | $34,021 | Yes (X) | ||
| LAURA WAMSTED | |||||||
| SENIOR DIRECTOR, BUSINESS DEVELOPMENT | 35.00 | $151,262 | $0 | $40,320 | Yes (X) | ||
| MONICA DILLINGHAM | |||||||
| CHIEF TECHNOLOGY OFFICER | 35.00 | $146,452 | $0 | $38,202 | Yes (X) | ||
| BARBARA DIROCCO | |||||||
| SENIOR DIRECTOR, MEETINGS AND EVENTS | 35.00 | $139,300 | $0 | $39,192 | Yes (X) | ||
| MARY BACHINGER | |||||||
| TAX POLICY DIRECTOR | 35.00 | $121,649 | $0 | $38,909 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,298,846 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $435,869 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAPITOL TAX PARTNERS | |||||
| 101 CONSTITUTION AVE NW STE 675 EAS | WASHINGTON | DC | 20001 | CONSULTING | $250,000 |
| RPK GROUP | |||||
| 626C ADMIRAL DRIVE SUITE 511 | ANNAPOLIS | MD | 21401 | CFO AND HOURLY SUPPORT | $228,674 |
| ABILA | |||||
| DEPT 3303 PO BOX 123303 | DALLAS | TX | 75312 | DATABASE SUPPORT | $190,528 |
| MARRIOTT BUSINESS SERVICES | |||||
| PO BOX 402642 | ATLANTA | GA | 30384 | FOOD & BEVERAGE FOR ENDOWMENT MGMT FORUM | $128,026 |
| HODGE HART & SCHLEIFER | |||||
| 8401 CONNECTICUT AVENUE SUITE 600 | CHEVY CHASE | MD | 20815 | INSURANCE | $112,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $7,886,026 | MembershipDuesAmt |
| All Other Contributions | $1,443,683 | AllOtherContributionsAmt |
| Total Contributions | $9,329,709 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONSULTING FEES | 900099 | $1,279,513 | $1,279,513 | |
| CONFERENCES, WORKSHOPS & SEMINARS | 900099 | $1,143,301 | $1,143,301 | |
| ADVERTISING | 541800 | $103,646 | $103,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,526,460 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $327,726 | TotalRevenueColumnAmt |
| Exclusion | $327,726 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,007,813 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,871,600 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $136,213 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,213 | TotalRevenueColumnAmt |
| Exclusion | $136,213 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $165,634 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,305 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $159,329 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $159,329 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $373 | TotalRevenueColumnAmt |
| Exclusion | $373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $373 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,479,810 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,582,143 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $103,646 | UnrelatedBusinessRevenueAmt |
| Exclusion | $464,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,000 | TotalAmt |
| Program Services | $78,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,663,440 | TotalAmt |
| Program Services | $1,549,543 | ProgramServicesAmt |
| Management And General | $113,897 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,821,478 | TotalAmt |
| Program Services | $2,872,392 | ProgramServicesAmt |
| Management And General | $592,624 | ManagementAndGeneralAmt |
| Fundraising | $356,462 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,712 | TotalAmt |
| Program Services | $275,383 | ProgramServicesAmt |
| Management And General | $57,769 | ManagementAndGeneralAmt |
| Fundraising | $33,560 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,403 | TotalAmt |
| Program Services | $333,937 | ProgramServicesAmt |
| Management And General | $61,046 | ManagementAndGeneralAmt |
| Fundraising | $33,420 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,135 | TotalAmt |
| Program Services | $271,698 | ProgramServicesAmt |
| Management And General | $44,570 | ManagementAndGeneralAmt |
| Fundraising | $22,867 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,949 | TotalAmt |
| Program Services | $1,160 | ProgramServicesAmt |
| Management And General | $65,789 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,145 | TotalAmt |
| Management And General | $40,145 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,497 | TotalAmt |
| Program Services | $87,497 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,402 | TotalAmt |
| Management And General | $39,402 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,082,575 | TotalAmt |
| Program Services | $931,424 | ProgramServicesAmt |
| Management And General | $1,144,026 | ManagementAndGeneralAmt |
| Fundraising | $7,125 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,150 | TotalAmt |
| Program Services | $29,481 | ProgramServicesAmt |
| Management And General | $6,669 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,564 | TotalAmt |
| Program Services | $249,062 | ProgramServicesAmt |
| Management And General | $30,337 | ManagementAndGeneralAmt |
| Fundraising | $1,165 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,869 | TotalAmt |
| Program Services | $25,634 | ProgramServicesAmt |
| Management And General | $4,393 | ManagementAndGeneralAmt |
| Fundraising | $1,842 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,056,985 | TotalAmt |
| Program Services | $856,927 | ProgramServicesAmt |
| Management And General | $129,446 | ManagementAndGeneralAmt |
| Fundraising | $70,612 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,027 | TotalAmt |
| Program Services | $13,190 | ProgramServicesAmt |
| Management And General | $573 | ManagementAndGeneralAmt |
| Fundraising | $264 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,815 | TotalAmt |
| Program Services | $46,481 | ProgramServicesAmt |
| Management And General | $292 | ManagementAndGeneralAmt |
| Fundraising | $42 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20 | TotalAmt |
| Management And General | $20 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,756 | TotalAmt |
| Program Services | $130,916 | ProgramServicesAmt |
| Management And General | $22,431 | ManagementAndGeneralAmt |
| Fundraising | $9,409 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,218 | TotalAmt |
| Program Services | $70,789 | ProgramServicesAmt |
| Management And General | $20,429 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DATABASE/BOOKS SUBSCRIP | $76,340 | $59,242 | $17,098 | |
| PUBLICATIONS & PRINTING | $69,323 | $69,144 | $88 | $91 |
| UBI TAXES | $36,052 | $36,052 | ||
| FOOD & BEVERAGES | $35,875 | $35,554 | $226 | $95 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,012 | TotalAmt |
| Program Services | $116,628 | ProgramServicesAmt |
| Management And General | $86,384 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,154,742 | TotalAmt |
| Program Services | $8,140,134 | ProgramServicesAmt |
| Management And General | $2,477,654 | ManagementAndGeneralAmt |
| Fundraising | $536,954 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,764,230 | BOYAmt |
| EOY | $7,012,610 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,763,431 | BOYAmt |
| EOY | $5,098,269 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,158,288 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,590 | BOYAmt |
| EOY | $677,977 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,123 | BOYAmt |
| EOY | $30,818 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $944,354 | BOYAmt |
| EOY | $481,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,985,380 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,406,794 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,342 | BOYAmt |
| EOY | $578,586 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,658,771 | BOYAmt |
| EOY | $12,751,910 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,257,129 | BOYAmt |
| EOY | $26,631,746 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,688,000 | BOYAmt |
| EOY | $1,079,897 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,571,836 | BOYAmt |
| EOY | $7,316,173 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,606,689 | BOYAmt |
| EOY | $3,516,564 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,866,525 | BOYAmt |
| EOY | $11,912,634 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,199,500 | BOYAmt |
| EOY | $14,252,501 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,191,104 | BOYAmt |
| EOY | $466,611 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,390,604 | BOYAmt |
| EOY | $14,719,112 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,257,129 | BOYAmt |
| EOY | $26,631,746 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,325,068 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,003,440 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,019,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,186,943 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,356,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,781,141 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,329,709 | CurrentTaxYearAmt |
| Total | $39,674,065 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,503,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,474,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,751,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,448,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,588,448 | CurrentTaxYearAmt |
| Total | $32,766,023 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,523,309 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,661,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,108,288 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,229,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,918,157 | CurrentTaxYearAmt |
| Total | $72,440,088 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $72,440,088 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $439,016 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $465,929 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $581,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $697,715 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $327,726 | CurrentTaxYearAmt |
| Total | $2,512,184 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $567,688 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $655,072 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $533,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $443,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,646 | CurrentTaxYearAmt |
| Total | $2,303,371 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,006,704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,121,001 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,115,229 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,141,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $431,372 | CurrentTaxYearAmt |
| Total | $4,815,555 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $708,523 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $713,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $777,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $373 | CurrentTaxYearAmt |
| Total | $2,235,940 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,238,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,495,979 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,000,774 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,406,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,349,902 | CurrentTaxYearAmt |
| Total | $79,491,583 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91130 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90060 | PublicSupportPY509Pct |
| Investment Income CY | 0.06060 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06630 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | CONSULTING FEES - 2016 AMOUNT: $ 504,131. 2017 AMOUNT: $ 600,617. 2018 AMOUNT: $ 632,294. JOB BANK - SALES RETURNS AND ALLOWANCES - 2016 AMOUNT: $ 22,707. REFUNDS - 2017 AMOUNT: $ 83,951. MAILING LIST - 2017 AMOUNT: $ 3,818. 2018 AMOUNT: $ 931. 2019 AMOUNT: $ 300. OTHER INCOME - 2016 AMOUNT: $ 181,685. 2017 AMOUNT: $ 25,461. 2018 AMOUNT: $ 144,032. 2019 AMOUNT: $ 35,640. 2020 AMOUNT: $ 373. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $87,497 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $87,497 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,052,637 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,140,134 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $557,007 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $139,252 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $895,520 | CurrentYearMinus1Amt |
| Current Year | $557,007 | CurrentYearAmt |
| Total | $3,452,527 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,178,791 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $160,018 | CurrentYearMinus3Amt |
| Current Year Minus2 | $117,121 | CurrentYearMinus2Amt |
| Current Year Minus1 | $81,511 | CurrentYearMinus1Amt |
| Current Year | $87,497 | CurrentYearAmt |
| Total | $446,147 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $223,880 | CurrentYearMinus1Amt |
| Current Year | $139,252 | CurrentYearAmt |
| Total | $863,132 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,294,698 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,123 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $903 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,020 | OtherExpendituresAmt |
| End Year Balance | $53,006 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,254 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $917 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,048 | OtherExpendituresAmt |
| End Year Balance | $53,123 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,548 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$575 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,719 | OtherExpendituresAmt |
| End Year Balance | $53,254 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $61,495 | ContributionsAmt |
| Investment Earnings Or Losses | $3,984 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,931 | OtherExpendituresAmt |
| End Year Balance | $55,548 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.91499 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08501 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $935,031 | OtherCostOrOtherBasisAmt |
| Depreciation | $382,740 | DepreciationAmt |
| Book Value | $552,291 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,264,398 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,257,794 | DepreciationAmt |
| Book Value | $6,604 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,785,951 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,766,260 | DepreciationAmt |
| Book Value | $19,691 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $578,586 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $1,252,644 |
| PAYROLL PROTECTION PROGRAM (PPP) LOAN | $2,263,920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,516,564 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,118,083 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,003,440 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $667,930 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $3,671,370 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,446,713 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $39,402 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$6,305 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $33,097 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,479,810 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,789,575 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $667,930 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $6,305 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $674,235 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,115,340 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $39,402 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $39,402 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,154,742 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | EARNINGS ON THE PERMANENTLY RESTRICTED ENDOWMENT NET ASSETS ARE AVAILABLE FOR NACUBO AWARDS PROGRAMS AND INSTITUTIONAL CAPACITY DEVELOPMENT. |
| PART X, LINE 2: | NACUBO IS EXEMPT FROM THE PAYMENT OF TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NACUBO RECEIVED UNRELATED BUSINESS INCOME FROM ADVERTISING REVENUE THAT IS SUBJECT TO UNRELATED BUSINESS INCOME TAX. UNRELATED INCOME TAX EXPENSE WAS $36,052 AND $4,153, FOR THE YEARS ENDED MAY 31, 2021 AND 2020 RESPECTIVELY. NACUBO'S INCOME TAX RETURN IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. NACUBO IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -6,305. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 6,305. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | HUB LEADER, STUDENT SUCCESS (STIPEND) | GrantTypeTxt |
| Recipient | 15 | RecipientCnt |
| Cash Grant | $78,000 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN JOHNSTON | ||||||||||||||
| PRESIDENT AND CEO | $400,019 | $0 | $21,250 | $0 | $0 | $0 | $34,079 | $0 | $49,636 | $0 | $504,984 | $0 | $0 | $0 |
| JAMES HUNDRIESER | ||||||||||||||
| VP, CONSULTING AND BUSINESS DEVELOPM | $291,732 | $0 | $19,375 | $0 | $0 | $0 | $26,791 | $0 | $9,671 | $0 | $347,569 | $0 | $0 | $0 |
| MATTHEW HAMILL UNTIL 61920 | ||||||||||||||
| SENIOR VP, STRATEGY AND SOLUTIONS | $143,492 | $0 | $14,064 | $0 | $134,287 | $0 | $13,638 | $0 | $6,785 | $0 | $312,266 | $0 | $0 | $0 |
| ELIZABETH CLARK | ||||||||||||||
| VP, POLICY AND RESEARCH | $193,327 | $0 | $12,500 | $0 | $0 | $0 | $21,372 | $0 | $9,118 | $0 | $236,317 | $0 | $0 | $0 |
| TIMOTHYRANDY ROBERSON | ||||||||||||||
| VP, LEADERSHIP DEVELOPMENT | $153,204 | $0 | $11,500 | $0 | $0 | $0 | $17,027 | $0 | $25,025 | $0 | $206,756 | $0 | $0 | $0 |
| TADELETCH TADU YIMAM | ||||||||||||||
| VP, DIGITAL ENGAGEMENT | $162,461 | $0 | $11,500 | $0 | $0 | $0 | $15,938 | $0 | $16,145 | $0 | $206,044 | $0 | $0 | $0 |
| SUSAN MENDITTO | ||||||||||||||
| SENIOR DIRECTOR, ACCOUNTING POLICY | $164,286 | $0 | $7,186 | $0 | $0 | $0 | $17,266 | $0 | $16,755 | $0 | $205,493 | $0 | $0 | $0 |
| LAURA WAMSTED | ||||||||||||||
| SENIOR DIRECTOR, BUSINESS DEVELOPMEN | $144,399 | $0 | $6,863 | $0 | $0 | $0 | $16,826 | $0 | $23,494 | $0 | $191,582 | $0 | $0 | $0 |
| MONICA DILLINGHAM | ||||||||||||||
| CHIEF TECHNOLOGY OFFICER | $142,543 | $0 | $3,909 | $0 | $0 | $0 | $17,022 | $0 | $21,180 | $0 | $184,654 | $0 | $0 | $0 |
| BARBARA DIROCCO | ||||||||||||||
| SENIOR DIRECTOR, MEETINGS AND EVENTS | $126,100 | $0 | $13,200 | $0 | $0 | $0 | $13,941 | $0 | $25,251 | $0 | $178,492 | $0 | $0 | $0 |
| MARY BACHINGER | ||||||||||||||
| TAX POLICY DIRECTOR | $118,454 | $0 | $3,195 | $0 | $0 | $0 | $13,920 | $0 | $24,989 | $0 | $160,558 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | MATTHEW HAMILL RECEIVED A PAYMENT OF $134,287. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | EXECUTIVE GOVERNANCE COMMITTEE. THE EXECUTIVE GOVERNANCE COMMITTEE SHALL CONSIST OF THE CHAIR OF THE BOARD OF DIRECTORS, THE PRESIDENT, THE SECRETARY, THE VICE CHAIR, THE CHAIR OF THE FINANCE AND AUDIT COMMITTEE, THE PAST BOARD CHAIR, AND UP TO TWO ADDITIONAL MEMBERS WHO SHALL BE DESIGNATED BY THE BOARD CHAIR AND APPROVED BY THE BOARD OF DIRECTORS. THE EXECUTIVE GOVERNANCE COMMITTEE SHALL CARRY OUT THE BOARD'S OVERALL RESPONSIBILITY WITH RESPECT TO OVERSEEING THE BOARD'S COMMITTEE STRUCTURE; MONITORING THE ORIENTATION AND CONTINUING EDUCATION OF DIRECTORS; ENSURING COMPLIANCE WITH LEGAL, ETHICAL, AND CONTRACTUAL OBLIGATIONS; DETERMINING THE COMPENSATION OF NACUBO SENIOR STAFF AND ALL DISQUALIFIED PERSONS; AND EXERCISING THE BOARD'S AUTHORITY WHEN THE BOARD IS NOT IN SESSION EXCEPT AS SPECIFICALLY LIMITED BY THE BOARD, THE BYLAWS, AND APPLICABLE LAW. ALL ACTION APPROVED, TAKEN, AND RATIFIED BY THE COMMITTEE SHALL BE DEEMED TO BE, AND MAY BE CERTIFIED AS BEING APPROVED, TAKEN, AND RATIFIED UNDER AUTHORITY OF THE BOARD. ACTIONS TAKEN BY THE EXECUTIVE GOVERNANCE COMMITTEE SHALL BE REPORTED TO THE BOARD OF DIRECTORS AT ITS NEXT REGULARLY SCHEDULED MEETING. THE EXECUTIVE GOVERNANCE COMMITTEE SHALL BE RESPONSIBLE FOR MAINTAINING AN EFFECTIVE WORKING RELATIONSHIP WITH THE PRESIDENT, SHALL NEGOTIATE WITH THE PRESIDENT HIS OR HER EMPLOYMENT CONTRACT, AND SHALL ANNUALLY EVALUATE THE PRESIDENT'S PERFORMANCE. |
| FORM 990, PART VI, SECTION A, LINE 6 | NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS HAS THE FOLLOWING TYPES OF MEMBERS: REGULAR, ASSOCIATE, PROVISIONAL, SUBSCRIBER, AFFILIATE, GOVERNING BOARD AND STUDENT/RETIREE. |
| FORM 990, PART VI, SECTION A, LINE 7B | DUES INCREASES ARE SUBJECT TO MEMBER APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD MEMBERS WILL CONDUCT A THOROUGH REVIEW OF THE 990 BEFORE THE DOCUMENTS ARE FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE HR MONITORS COMPLIANCE WITH CONFLICT OF INTEREST POLICY. EACH EMPLOYEE HAS A DUTY TO PLACE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS' INTERESTS FOREMOST IN ANY PERSONAL DEALINGS WITH NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS AND HAS A CONTINUING RESPONSIBILITY TO COMPLY WITH THE REQUIREMENTS OF THIS POLICY. THE CONDUCT OF PERSONAL BUSINESS BETWEEN ANY EMPLOYEE AND NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS IS PROHIBITED WITHOUT WRITTEN APPROVAL OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS, AFTER FULL DISCLOSURE BY THE EMPLOYEE. EACH EMPLOYEE MUST SIGN THE CONFLICT OF INTEREST DISCLOSURE STATEMENT FOR PURPOSES OF PROVIDING MANAGEMENT WITH THE INFORMATION NEEDED TO IMPLEMENT THIS POLICY. EMPLOYEE DISCLOSURE STATEMENTS WILL BE REVIEWED BY THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS PRESIDENT, WHO WILL RESOLVE ANY ACTUAL OR POTENTIAL CONFLICT(S). EACH EMPLOYEE SHALL ANNUALLY SIGN A DISCLOSURE STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY. THE DISCLOSURE STATEMENT WILL ALSO PROVIDE AN OPPORTUNITY TO DISCLOSE OR DISCLAIM SPECIFIC FINANCIAL INTERESTS. THIS POLICY APPLIES TO THE BOARD OF DIRECTORS AS WELL AS ALL EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USES AN INDEPENDENT COMPENSATION CONSULTANT AND COMPENSATION SURVEYS AND STUDIES TO DETERMINE THE APPROPRIATE COMPENSATION AMOUNTS. ONCE APPROVED BY THE COMPENSATION COMMITTEE, A WRITTEN EMPLOYMENT CONTRACT IS WRITTEN FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND THE EXECUTIVE MANAGEMENT TEAM. QUATT ASSOCIATES WAS USED TO CONDUCT OUR MOST RECENT ORGANIZATION WIDE COMPENSATION REVIEW. OUR PRESIDENT OVERSAW THIS REVIEW PROCESS WITH THE INDEPENDENT COMPENSATION CONSULTANT. THIS PROCESS LAST TOOK PLACE IN 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IT DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | SERVICE CENTER FEES: PROGRAM SERVICE EXPENSES 376,431. MANAGEMENT AND GENERAL EXPENSES 422,650. FUNDRAISING EXPENSES 2,633. TOTAL EXPENSES 801,714. HONORARIA: PROGRAM SERVICE EXPENSES 5,784. MANAGEMENT AND GENERAL EXPENSES 6,494. FUNDRAISING EXPENSES 40. TOTAL EXPENSES 12,318. CONSULTANTS: PROGRAM SERVICE EXPENSES 546,141. MANAGEMENT AND GENERAL EXPENSES 711,437. FUNDRAISING EXPENSES 4,431. TOTAL EXPENSES 1,262,009. AGENCY TEMPORARIES: PROGRAM SERVICE EXPENSES 3,068. MANAGEMENT AND GENERAL EXPENSES 3,445. FUNDRAISING EXPENSES 21. TOTAL EXPENSES 6,534. |