2022-02-05T09:31:36-06:00 2021-06-30 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2020-07-01 042104741 NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS NATI 2029739700 1129 20TH STREET NW NO 800 WASHINGTON DC 200363425 COREY MCINTYRE CHIEF FINANCIAL OFFICER 2029739700 2022-01-30 1 COREY MCINTYRE 999009999 TRACY M MOREY P01521539 3014246800 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z COREY MCINTYRE 1129 20TH ST NW SUITE 800 WASHINGTON DC 200363425 18662235 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. 18 18 59 190 315116 0 37500 987500 20094543 16765485 1062330 909250 0 0 21194373 18662235 0 0 0 0 8427206 8606963 0 0 363738 12444165 6874455 20871371 15481418 323002 3180817 46737293 58850620 8256467 11147358 38480826 47703262 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 7309112 11253892 INFORMATION, DATA AND RESOURCES: WE COLLECT STATISTICS, CONDUCT RESEARCH, AND SYNTHESIZE THIS INFORMATION INTO TREND REPORTS, TOOLS, RESOURCES, AND PUBLICATIONS TO HELP SCHOOL LEADERS MEET THE CHALLENGES OF EDUCATING STUDENTS IN THE 21ST CENTURY. PROGRAMS THAT SUPPORT THIS INCLUDE PUBLIC POLICY RESEARCH AND INFORMATION, THE NAIS WEBSITE, E-COMMUNITIES, POPULATION DEMOGRAPHICS DATA SERVICE, AND SURVEY TOOLS FOR SCHOOLS. REVENUES INCLUDE TOTAL MEMBER DUES, BOOK AND MAGAZINE ADS AND SUBSCRIPTIONS AND SALES OF TOOLS AND ANALYSIS SERVICES. 2767199 3419565 EQUITY, JUSTICE AND ACCESSIBILITY PROGRAMS: THESE PROGRAMS HELP SCHOOLS EMBRACE DIVERSITY AND PROVIDE TOOLS & RESOURCES TO ENSURE THAT THEY ARE SERVING STUDENTS FROM ALL SEGMENTS OF THEIR COMMUNITIES. OVER 8,000 SCHOOL LEADERS AND STUDENTS ATTENDED OUR JOINT PEOPLE OF COLOR CONFERENCE AND STUDENT DIVERSITY AND LEADERSHIP CONFERENCE THIS YEAR. 2858077 2012225 LEADERSHIP TRAINING & PROFESSIONAL DEVELOPMENT: THIS IS A SERIES OF TRAINING PROGRAMS DESIGNED TO DEVELOP AND SUPPORT SCHOOL LEADERS. IT INCLUDES OUR ANNUAL CONFERENCE, THE LARGEST GATHERING OF INDEPENDENT SCHOOL LEADERS IN THE INDUSTRY, VARIOUS SUMMER LEADERSHIP INSTITUTES, TRAINING FOR SCHOOL TRUSTEES, AND NEW SCHOOL HEADS. OVER 5,500 PEOPLE PARTICIPATED IN THESE PROGRAMS THIS YEAR. 188889 79803 188889 79803 13123277 1 1 0 1 0 0 0 0 0 0 1 0 0 0 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 1 150 0 1 59 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 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 1129 20TH ST NW SUITE 800 WASHINGTON DC 200363425 FRAN BISSELLE TRUSTEE 2.00 X 0 0 0 RONNIE E CODRINGTON-CAZEAU TRUSTEE 2.00 X 0 0 0 TEKAKWITHA M PERNAMBUCO-WISE TRUSTEE 2.00 X 0 0 0 JAMES P HONAN TRUSTEE 2.00 X 0 0 0 MONIQUE L DEVANE TREASURER 2.00 X X 0 0 0 BERNIE NOE CHAIR 2.00 X X 0 0 0 RANDALL C DUNN VICE CHAIR 2.00 X X 0 0 0 JOAN BUCHANAN HILL SECRETARY 2.00 X X 0 0 0 ROBIN APPLEBY TRUSTEE 2.00 X 0 0 0 PENNY EVINS TRUSTEE 2.00 X 0 0 0 JAMES MCMANUS TRUSTEE 2.00 X 0 0 0 MICHAEL NACHBAR TRUSTEE 2.00 X 0 0 0 MARGUERITE ROZA TRUSTEE 2.00 X 0 0 0 J ROSS PETERS TRUSTEE 2.00 X 0 0 0 JAMES K SCOTT TRUSTEE 2.00 X 0 0 0 ERIC TEMPLE 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 DONNA M OREM PRESIDENT 50.00 X 454705 0 50860 COREY R MCINTYRE CHIEF FINANCIAL OFFICER 50.00 X 251612 0 58282 KIRSTEN Z SHERLICK CHIEF OPERATING OFFICER 50.00 X 243455 0 25612 TIMOTHY JAMES FISH CHIEF INNOVATION OFFICER 50.00 X 244608 0 52143 JAY M RAPP VICE PRESIDENT, PROFESSION 50.00 X 161533 0 21153 CAROLINE BLACKWELL VICE PRESIDENT, EQUITY AND 50.00 X 157799 0 39388 JEFFERSON G BURNETT SENIOR VICE PRESIDENT 50.00 X 231425 0 37197 MEGAN MANN LEGAL COUNSEL 50.00 X 197718 0 49659 MARK J MITCHELL VICE PRESIDENT, SCHOOL AND 50.00 X 189177 0 40152 HILARY D LAMONTE SENIOR VICE PRESIDENT 50.00 X 184982 0 39302 ELIZABETH ANNE LAKING VICE PRESIDENT, MARKETING 50.00 X 171450 0 47480 2488464 0 461228 19 0 1 0 TERPSYS 9841 WASHINGTONIAN SUITE 200 GAITHERSBURG MD 20878 CONSULTING 359175 VENABLE LLP PO BOX 62727 BALTIMORE MD 21264 CONSULTING 241551 LINDA HAITANI 809 OLIVE WAY 1804 SEATTLE WA 98101 CONSULTING 198900 COLLABORATIVE AGENCY GROUP 358 CHESTNUT HILL AVENUE SUITE 203 BOSTON MA 02135 SPEAKERS BUREAU 169250 THE REWIRED GROUP LLC 88 KERCHEVAL AVE SUITE 100-1 GROSSE POINTE FARMS MI 48236 CONSULTING 140000 5 950000 37500 987500 MEMBER DUES AND SUBSCRIPTIONS 900099 9960407 9960407 CONFERENCES 900099 5256581 5256581 PUBLICATIONS 541800 996598 681482 315116 OTHER PROGRAM SERVICES 900099 549199 549199 PARENT OUTREACH SERVICES 900099 2700 2700 16765485 908650 908650 600 0 600 600 600 18662235 16450369 315116 909250 X 2056022 1911153 124060 20809 5108493 3973471 924047 210975 447446 355314 72751 19381 530903 429453 81510 19940 464099 383477 65270 15352 203678 51327 152235 116 47125 38798 6759 1568 1934200 1821998 93137 19065 95379 87183 8190 6 474348 441691 27614 5043 638081 563051 64399 10631 841371 692705 120672 27994 2405 2361 36 8 1222769 1218661 4009 99 723023 695658 22212 5153 40990 33747 5879 1364 PRINTING/PUBLICATION 528589 362068 160436 6085 PROFESSIONAL DEVELOPMEN 75238 14020 61091 127 MISCELLANEOUS 47259 47141 96 22 15481418 13123277 1994403 363738 564900 567645 24664538 27512328 208949 233392 491257 442143 6616185 5245452 1808373 1370733 18715223 28323960 284053 400419 46737293 58850620 1295978 1181830 5962548 9028055 997941 937473 8256467 11147358 X 38480826 47703262 38480826 47703262 46737293 58850620 X 3180817 5974842 -20000 86777 X 0 1 X 1 0 X 237500 75000 42500 37500 987500 1380000 24973316 18185242 18968590 19734432 16765485 98627065 25210816 18260242 19011090 19771932 17752985 100007065 0 0 0 100007065 504611 811896 1087047 1061660 908650 4373864 504611 811896 1087047 1061660 908650 4373864 25715427 19072138 20098137 20833592 18661635 104380929 0.95810 0.96560 0.04190 0.03440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28031 28031 15453387 15481418 924071 231018 0 0 1000000 1000000 1000000 1000000 4000000 6000000 4053 2855 68852 28031 103791 250000 250000 250000 250000 1000000 1500000 1146020 906189 239831 5470165 4339263 1130902 1370733 DEFERRED RENT BENEFITS 537054 DEFERRED COMPENSATION 400419 937473 X 24617077 5974842 5974842 18642235 20000 20000 18662235 15481418 0 15481418 0 15481418 PART X, LINE 2: NAIS COMPLIES WITH THE PROVISIONS OF THE FASB ACCOUNTING STANDARDS CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. PART XII, LINE 2D - OTHER ADJUSTMENTS: NON-CASH RENT EXPENSE X X X X X X 0 0 0 0 0 0 0 0 0 DONNA M OREM PRESIDENT 449236 0 1000 0 4469 0 28250 0 22610 0 505565 0 0 0 COREY R MCINTYRE CHIEF FINANCIAL OFFICER 249846 0 1250 0 516 0 26290 0 31992 0 309894 0 0 0 TIMOTHY JAMES FISH CHIEF INNOVATION OFFICER 242760 0 1100 0 748 0 25126 0 27017 0 296751 0 0 0 KIRSTEN Z SHERLICK CHIEF OPERATING OFFICER 241495 0 1250 0 710 0 24097 0 1515 0 269067 0 0 0 JEFFERSON G BURNETT SENIOR VICE PRESIDENT 228257 0 1250 0 1918 0 22988 0 14209 0 268622 0 0 0 MEGAN MANN LEGAL COUNSEL 196445 0 1025 0 248 0 20400 0 29259 0 247377 0 0 0 MARK J MITCHELL VICE PRESIDENT, SCHOOL AND 187404 0 1250 0 523 0 19086 0 21066 0 229329 0 0 0 HILARY D LAMONTE SENIOR VICE PRESIDENT 182839 0 1200 0 943 0 18582 0 20720 0 224284 0 0 0 ELIZABETH ANNE LAKING VICE PRESIDENT, MARKETING 170425 0 1025 0 0 0 17850 0 29630 0 218930 0 0 0 CAROLINE BLACKWELL VICE PRESIDENT, EQUITY AND 154359 0 1175 0 2265 0 16038 0 23350 0 197187 0 0 0 JAY M RAPP VICE PRESIDENT, PROFESSION 159863 0 1250 0 420 0 16309 0 4844 0 182686 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 UTILIZES A COMPENSATION CONSULTANT TO WORK WITH THE BOARD IN DETERMINING THE COMPENSATION AND DRAFTING THE EMPLOYMENT CONTRACT FOR THE PRESIDENT. THIS PROCESS WAS LAST CONDUCTED DURING 2017, WHEN THE NEW PRESIDENT'S CONTRACT WAS NEGOTIATED. THE ASSOCIATION HAS ALSO UTILIZED AN OUTSIDE COMPENSATION CONSULTANT TO REVIEW THE SALARIES OF THE CFO, COO, SERVICES DIVISION CEO AND LEGAL COUNSEL. IN 2013, NAIS STARTED USING PAYSCALE, A COMPENSATION BENCHMARKING SERVICE TO BENCHMARK ALL STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE NAIS BYLAWS ARE PROVIDED ON THE NAIS WEBSITE. THE NAIS CONFLICT OF INTEREST POLICY IS PROVIDED TO THE NAIS MEMBERS THROUGH THE WEBSITE. THE NAIS FORM 990 IS PROVIDED THROUGH GUIDESTAR.ORG AND UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING AND OUTSOURCING FEES: PROGRAM SERVICE EXPENSES 1,821,998. MANAGEMENT AND GENERAL EXPENSES 93,137. FUNDRAISING EXPENSES 19,065. TOTAL EXPENSES 1,934,200. FORM 990, PART XI, LINE 9: NON-CASH RENT INCOME 86,777.