2022-12-21T06:55:35-06:00 2022-06-30 440160260 FORVIS LLP 1410 SPRING HILL ROAD SUITE 500 TYSONS VA 221023056 990 2021-07-01 956078562 NATIONAL CONTRACT MANAGEMENT ASSOCIATION NATI 5713821104 21740 BEAUMEADE CIRCLE 125 ASHBURN VA 20147 KEITH LITRENTA CFO & TREASURER 5713821104 2022-12-20 1 KEITH LITRENTA 999009999 AMY BIBBY P00445891 7039700400 2022-12-20 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KRAIG CONRAD 21740 BEAUMEADE CIRCLE 125 ASHBURN VA 20147 7057105 0 X WWW.NCMAHQ.ORG X 1994 VA TO ADVANCE ORGANIZATIONAL PERFORMANCE THROUGH EFFECTIVE CONTRACT MANAGEMENT. 14 14 28 52 508516 98042 0 0 5207015 6365864 930402 364692 191322 201356 6328739 6931912 4405 2773 0 0 2829231 3058034 0 0 0 2390795 3627032 5224431 6687839 1104308 244073 11241939 11692570 3150382 4494995 8091557 7197575 TO ADVANCE THE CONTRACT MANAGEMENT PROFESSION THROUGH COMPETENCY ENHANCEMENT, ADVOCACY, AND THE EXECUTION OF PROGRAMS TO CONNECT NCMA MEMBERS AND ENABLE THEIR PROFESSIONAL DEVELOPMENT. 0 0 ADVERTISING, CREATIVE SERVICES, AND MARKETING - INCLUDES PRODUCING AND PUBLISHING THE MONTHLY MAGAZINE, CONTRACT MANAGEMENT; MAINTAINING THE ASSOCIATION'S WEBSITE; PREPARING PROMOTIONAL MATERIALS FOR ALL THE ASSOCIATION'S ACTIVITIES; AND SUPPORTING THE ASSOCIATION'S JOB BANK AND CAREER SERVICES. CONFERENCES/MEETINGS - INCLUDES THE LARGE-SCALE REGIONAL AND NATIONAL EDUCATIONAL MEETINGS OF THE ASSOCIATION, SUCH AS THE WORLD CONGRESS, GOVERNMENT CONTRACT MANAGEMENT SYMPOSIUM, AND SUBCON TRAINING WORKSHOPS. THESE LARGE-SCALE MEETINGS DIFFER FROM THE CHAPTER HOSTED NATIONAL EDUCATION SEMINARS IN RESPECT OF THE MULTIPLE TRACKS OFFERED, KEYNOTE AND BIG NAME SPEAKERS, AND SOCIAL EVENTS. THESE LARGE-SCALE MEETINGS TAKE PLACE OVER SEVERAL DAYS. PROFESSIONAL DEVELOPMENT AND CERTIFICATION - IS COLLECTIVELY KNOWN AS KNOWLEDGE MANAGEMENT. KNOWLEDGE MANAGEMENT INCLUDES THE EDUCATIONAL OFFERINGS OF THE ASSOCIATION. INCLUDED IN THIS CATEGORY ARE BOOKS, E-COURSES, WEBINARS, VIRTUAL CONFERENCES, AND NATIONAL EDUCATION SEMINARS THAT ARE HOSTED BY CHAPTERS BASED ON MATERIALS PROVIDED BY THE ASSOCIATION. THE ASSOCIATION ALSO RUNS A LEADERSHIP DEVELOPMENT PROGRAM CERTIFICATION THAT INCLUDES THE VERIFICATION OF QUALIFICATIONS OF CANDIDATES FOR THE CFCM, CCCM, CPCM AND CCMA CERTIFICATIONS, VERIFICATION OF RECERTIFICATION, AND OVERSEEING THE RELATED EXAMINATIONS. 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 26 0 1 28 1 1 1 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X KEITH LITRENTA 7039808931 21740 BEAUMEADE CIRCLE NO 125 ASHBURN VA 20147 AMANDA CHRISTIAN PRESIDENT 2.00 0.10 X 0 0 0 MELISSA STARINSKY PAST PRESIDENT 2.00 0.10 X 0 0 0 WENDY MASIELLO PRESIDENT ELECT 2.00 0.10 X 0 0 0 DENYCE CARTE BOARD MEMBER 2.00 0.10 X 0 0 0 IRIS COOPER BOARD MEMBER 2.00 0.10 X 0 0 0 HEATHER DALLARA BOARD MEMBER 2.00 0.10 X 0 0 0 PATRICK FITZGERALD BOARD MEMBER 2.00 0.10 X 0 0 0 TED HARRISON BOARD MEMBER 2.00 0.10 X 0 0 0 CAMERON HOLT BOARD MEMBER 2.00 0.10 X 0 0 0 JEFF NAPIER BOARD MEMBER 2.00 0.10 X 0 0 0 STEVE SARRIS BOARD MEMBER 2.00 0.10 X 0 0 0 HEIDI TIMMERMAN BOARD MEMBER 2.00 0.10 X 0 0 0 JOY WHITE BOARD MEMBER 2.00 0.10 X 0 0 0 MICHAEL WOOTEN BOARD MEMBER 2.00 0.10 X 0 0 0 KRAIG CONRAD CEO 40.00 0.10 X X 297896 0 11877 KEITH LITRENTA CFO 40.00 0.10 X X 219449 0 23945 DENEAN MACHIS CHIEF PROFESSIONAL DEVELOPMENT OFFICER 40.00 X 205189 0 8030 ANNE LAURENT DIRECTOR, PROFESSIONAL PRACTICE & INNOVATION 40.00 X 179217 0 14644 JENNIFER KNOWLTON SENIOR DIRECTOR, MARKETING & ENGAGEMENT 40.00 X 132693 0 20357 1034444 0 78853 6 0 1 0 GAYLORD ROCKIES & RESORT CONVENTION 6700 N GAYLORD ROCKIES BLVD AURORA CO 80019 CONFERENCE HALLS AND ROOMS 745209 BARKLEY INC 1740 MAIN STREET KANSAS CITY MO 64108 ADVERTISING 290732 OMNI SHOREHAM CORPORATION 2500 CALVERT ST NW WASHINGTON DC 20008 CONFERENCE HALLS AND ROOMS 236914 ROYLE PRINTING 745 S BIRD STREET SUN PRAIRIE WI 53590 MAGAZINE PRINTING 174742 THINC LLC 3681 SYCANORE BEND WAY COLUMBUS IN 47203 CERTIFICATIONS CONSULTING 140263 5 CONFERENCES & SEMINARS 900099 2429324 2429324 MEMBER PUBLICATIONS 900099 1913843 1913843 CAREER CENTER 900099 966495 966495 COMMUNICATION 541800 644116 135600 508516 CERTIFICATION 900099 412086 412086 6365864 443632 443632 1301 77639 -1301 -77639 -78940 -78940 235294 46253 189041 189041 MISCELLANEOUS REVENUE 523000 12315 12315 12315 6931912 6046389 508516 377007 X 2773 485236 1957014 80222 355556 180006 39601 38523 39978 719623 296442 302232 256245 57100 739262 629197 125281 40545 PRINTING 221708 EXAM EXPENSES 63983 INSTRUCTORS/SPEAKERS 37701 19611 6687839 2982969 3367634 72431 91797 19269 6857 661130 719715 3506651 2719423 946014 787228 6545644 6704857 14482 14482 11241939 11692570 905976 915266 2195710 3544913 48696 34816 3150382 4494995 X 8066003 7172021 25554 25554 8091557 7197575 11241939 11692570 244073 -1138055 0 X X 0 1 X 1 0 0 1 0 PART III-A, LINE 2 NCMA REPRESENTS THE CONTRACT MANAGEMENT COMMUNITY - ITS MEMBERS, ORGANIZATIONS, AND PRACTICES TO THE PEOPLE AND INSTITUTIONS THAT ARE RELEVANT TO IT. AS PART OF OUR ADVOCACY EFFORTS, WE PROVIDE INFORMATION TO OUR MEMBERS ON ISSUES, TRENDS, LEGISLATIONS, AND REGULATIONS THAT WILL AFFECT THEM AND THEIR ORGANIZATIONS, AND SUBJECT MATTER INFORMATION TO LEGISLATORS, REGULATORS, EMPLOYERS, THE PRESS, AND THE PUBLIC UPON REQUEST TO HELP THEM UNDERSTAND THE ISSUES, CHALLENGES, AND OPPORTUNITIES FACING THE CONTRACT MANAGEMENT COMMUNITY. HIGH LEVEL ADVOCACY IS PART OF NCMA'S CORE MISSION, PROVIDED AS PART OF BASIC MEMBERSHIP BENEFITS. NCMA DOES NOT LOBBY - WE DO NOT PROPOSE OR COMMENT ON SPECIFIC LEGISLATION PER SE, BUT WE DO INFORM AND EDUCATE THE PEOPLE THAT SET POLICY OR MAKE RULES UNDER WHICH OUR MEMBERS OPERATE. WE ENCOURAGE MEMBERS TO ENGAGE IN OUR ADVOCACY PROGRAM BY STAYING INFORMED AND PROVIDING FEEDBACK ON ISSUES AND ACTIONS AS THEY OCCUR, PARTICULARLY WITH REGARD TO OUR PROFESSIONAL COMPETENCY BASED "CONTRACT MANAGEMENT BODY OF KNOWLEDGE," WHICH IS A GENERIC MODEL IRRESPECTIVE OF PUBLIC OR PRIVATE CONTRACT MANAGEMENT. 175554 175554 175554 175554 175554 175554 160000 15554 175554 161054 1054 160000 0.85440 0.14560 0 0 1406755 771995 634760 2099896 1947428 152468 787228 CAPITAL LEASE OBLIGATION 34816 34816 X PART V, LINE 4: DURING THE YEARS ENDED JUNE 30, 2022 AND 2021, THE ASSOCIATION'S MANAGEMENT DESIGNATED A PORTION OF UNRESTRICTED NET ASSETS TO BE USED FOR FUTURE BUILDING EXPENSES. OTHER ENDOWMENTS CONSIST OF AMOUNTS THAT ARE SUBJECT TO DONOR-IMPOSED TIME OR PURPOSE RESTRICTIONS AND INCOME EARNED ON RESTRICTED NET ASSETS FOR THE ADVANCEMENT OF THE ASSOCIATION'S PURPOSE. THE BALANCE REPRESENTS RESOURCES RESTRICTED TO THE INVESTMENT EARNINGS FOR THE BLANCHE WITTE MEMORIAL FOUNDATION ANNUAL REWARD. PART X, LINE 2: NCMA AND CMI HAVE BEEN GRANTED TAX EXEMPTION BY THE INTERNAL REVENUE SERVICE (IRS) FROM FEDERAL INCOME TAXES UNDER 501(C)(6) AND 501(C)(3) OF THE INTERNAL REVENUE CODE. NCMA IS ENTITLED TO RELY ON THIS DETERMINATION AS LONG AS THERE ARE NO MATERIAL CHANGES, INCONSISTENT WITH EXEMPTION, IN THE CHARACTER, PURPOSES, OR METHODS OF OPERATION, OR A CHANGE IN THE APPLICABLE LAW. THE IRS HAS ALSO DETERMINED THAT CMI IS NOT A PRIVATE FOUNDATION. THE ASSOCIATION IS SUBJECT TO BOTH FEDERAL AND LOCAL INCOME TAXATION AT CORPORATE TAX RATES ON ANY UNRELATED BUSINESS TAXABLE INCOME. UNRELATED BUSINESS TAX EXPENSE INCURRED WAS $20,589 FOR THE YEAR ENDED JUNE 30, 2022. EXEMPTION FROM OTHER TAXES, SUCH AS REAL AND PERSONAL PROPERTY TAXES, IS SEPARATELY DETERMINED. ACCOUNTING STANDARDS REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR UNCERTAIN INCOME TAX POSITIONS AND DEFINE THE THRESHOLD FOR RECOGNIZING TAX RETURN POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS AS "MORE LIKELY THAN NOT" THAT THE POSITION IS SUSTAINABLE, BASED ON ITS TECHNICAL MERITS. THE ASSOCIATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2022. X X X 0 0 0 KRAIG CONRAD CEO 254280 0 43616 0 0 0 11877 0 0 0 309773 0 0 0 KEITH LITRENTA CFO 210949 0 8500 0 0 0 8738 0 15207 0 243394 0 0 0 DENEAN MACHIS CHIEF PROFESSIONAL DEVELOPMENT OFFIC 196689 0 8500 0 0 0 8030 0 0 0 213219 0 0 0 ANNE LAURENT DIRECTOR, PROFESSIONAL PRACTICE & IN 171717 0 7500 0 0 0 7034 0 7610 0 193861 0 0 0 JENNIFER KNOWLTON SENIOR DIRECTOR, MARKETING & ENGAGEM 124193 0 8500 0 0 0 5367 0 14990 0 153050 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERSHIP ARE AS FOLLOWS: REGULAR MEMBER, RETIRED MEMBER, CORPORATE GROUP MEMBER, STUDENT MEMBER, NEW PROFESSIONAL MEMBER, AND PRO VITA MEMBER. ALL INDIVIDUAL MEMBERS HAVE THE RIGHT TO VOTE AT CHAPTER LEVEL AND HOLD ANY ELECTIVE OFFICE AT THE CHAPTER LEVEL IF ELECTED AND NATIONAL OFFICE IF SELECTED. FORM 990, PART VI, SECTION A, LINE 7A INDIVIDUAL MEMBERS OF THE ASSOCIATION ENTITLED BY THE BYLAWS TO VOTE SHALL DO SO INDIVIDUALLY ONLY IF ACTIVE AND IN GOOD STANDING IN ACCORDANCE WITH THE PROCEDURES PRESCRIBED IN THE BYLAWS AND ASSOCIATION POLICIES ADOPTED BY THE BOARD. THE MEMBERS MAY CAST VOTES FOR MEMBERS TO SERVE ON COMMITTEES. THE NOMINATIONS AND ELECTION COMMITTEE, IN ACCORDANCE WITH THE BYLAWS, WILL SUBMIT TO THE BOARD A LIST OF NOMINEES FOR CONSIDERATION. A BOARD VOTE WILL BE CONDUCTED EACH YEAR FOR THE ENSUING PROGRAM YEAR. FORM 990, PART VI, SECTION A, LINE 7B IN THE CASE OF DISSOLUTION OF THE ASSOCIATION ONLY. IN SUCH A CASE A PROPOSAL SHALL BE PRESENTED TO THE ASSOCIATION MEMBERSHIP FOR RATIFICATION BY AN AFFIRMATIVE VOTE OF MORE THAN TWO THIRDS OF ALL VOTES CAST BY THE MEMBERS AT A MEMBERSHIP MEETING WHERE A QUORUM EXISTS (ONE TENTH OF THE TOTAL NUMBER OF MEMBERS). FORM 990, PART VI, SECTION B, LINE 11B ONCE THE RETURN IS PREPARED IT IS REVIEWED BY THE AUDIT AND RISK COMMITTEE. IF THERE ARE NO CHANGES THE RETURN IS MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS FOR 10 BUSINESS DAYS. IF THERE ARE NO COMMENTS THE RETURN IS APPROVED FOR FILING AS A PART OF THE CONSENT AGENDA AT THE DECEMBER BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED ANNUALLY BY ALL BOARD MEMBERS. ANY CONFLICT OR POTENTIAL CONFLICT IS REQUIRED TO BE DISCLOSED TO THE PRESIDENT IN WRITING VIA THE CEO. NCMA PROVIDES ANNUAL BOARD TRAINING TO NEW AND EXISTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION: THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF THE CEO BASED ON COMPARABILITY DATA AND INPUT FROM BOARD MEMBERS. COMPARABILITY DATA USED INCLUDES SURVEYS OF NOT FOR PROFIT CEO SALARIES. THE PROCESS IS DOCUMENTED IN THE FORM OF AN EMAIL FROM THE PAST PRESIDENT OF THE BOARD TO THE CEO AND THE CHIEF FINANCIAL OFFICER. OTHER OFFICERS AND/OR KEY EMPLOYEES ARE REVIEWED ANNUALLY, AND COMPENSATION IS BASED ON COMPARABILITY DATA AND INPUT FROM THE CEO. COMPARABILITY USED INCLUDES SALARY RANGES BASED UPON DATA FOR SIMILAR NOT FOR PROFIT POSITIONS IN THE MARKETPLACE. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS HELD AT NCMA HQ ARE AVAILABLE FOR INSPECTION BY THE PUBLIC AT ALL TIMES. OTHER DOCUMENTS MAY BE REVIEWED BY MEMBERS IN GOOD STANDING AND SOME OF THESE DOCUMENTS ARE AVAILABLE ON THE NCMA WEBSITE AND THEREFORE AVAILABLE FOR PUBLIC VIEWING FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 719,623. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. CONTRACT MANAGEMENT INSTITUTE 21740 BEAUMEADE CIRCLE NO 125 ASHBURN VA 21047 541598743 EDUCATIONAL VA 501(C)(3) LINE 12A, I NATIONAL CONTRACT MANAGEMENT ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0