2021-11-11T13:11:11-06:00 2020-12-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-01-01 261909449 NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING NATI 7038362222 1050 N HIGHLAND STREET 400 ARLINGTON VA 22201 ANGEL B PEREZ CHIEF EXECUTIVE OFFICER 7038362222 2021-11-08 1 ANGEL PEREZ XXX-XX-XXXX FREDERICK LONGWOOD P00439715 2022932200 2021-11-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ANGEL B PEREZ 1050 N HIGHLAND STREET 400 ARLINGTON VA 22201 9863408 0 X WWW.NACACNET.ORG X 2007 DE EMPOWERING COLLEGE ADMISSION COUNSELING PROFESSIONALS THROUGH EDUCATION, ADVOCACY, AND COMMUNITY. 14 14 62 675 185418 0 844879 647460 16089508 5939070 592203 767676 172303 2509202 17698893 9863408 65899 45250 0 0 6312274 6627854 0 0 335024 10788727 4395545 17166900 11068649 531993 -1205241 21313911 22607858 8885033 10633210 12428878 11974648 X EMPOWERING COLLEGE ADMISSION COUNSELING PROFESSIONALS THROUGH EDUCATION, ADVOCACY, AND COMMUNITY. 0 0 2530074 2520340 NATIONAL COLLEGE FAIRS, PERFORMING AND VISUAL ARTS COLLEGE FAIRS, AND STEM FAIRS (SCIENCE, TECHNOLOGY, ENGINEERING AND MATH) ARE HELD IN CITIES ACROSS NORTH AMERICA BRINGING STUDENTS IN DIRECT CONTACT WITH ADMISSION PROFESSIONALS FROM PARTICIPATING POST-SECONDARY INSTITUTIONS. FROM MARCH 2020 - DECEMBER 2020, THE FAIRS WERE HELD VIRTUALLY. NACAC WORKS WITH LOCAL COUNSELORS AND ADMISSION PROFESSIONALS AT EACH EVENT TO ENSURE ATTENDANCE BY STUDENTS FROM ALL SOCIAL, ECONOMIC, AND ETHNIC BACKGROUNDS. THIS STUDENT POPULATION HAS BEEN EXPANDED FROM HIGH SCHOOL STUDENTS ONLY TO ALSO INCLUDE,COLLEGE TRANSFERS, VETERANS, AND OTHERS FROM NON-TRADITIONAL EDUCATIONAL BACKGROUNDS. 1009077 708047 THE NATIONAL CONFERENCE AND EDUCATIONAL SEMINARS PROVIDE A FORUM FOR COUNSELING AND ADMISSION PROFESSIONALS TO NETWORK, RECEIVE PROFESSIONAL TRAINING, AND EXCHANGE INFORMATION TO ENHANCE THEIR OWN PROFESSIONAL DEVELOPMENT AND ADVANCE THE COUNSELING AND ADMISSION PROFESSIONS, FROM MARCH 2020 - DECEMBER 2020, THESE WERE HELD VIRTUALLY. 847127 THE PUBLIC POLICY AND RESEARCH DEPARTMENT FOLLOWS LEGISLATIVE ACTION RELATED TO COLLEGE ADMISSIONS AND KEEPS MEMBERS INFORMED OF POLICY ISSUES RELATED TO THE PROFESSION. THE DEPARTMENT ALSO PRODUCES RESEARCH MATERIALS AND BRIEFS ON TOPICS OF INTEREST TO OTHERS. 2834233 45250 2494578 MEMBERSHIP SERVICES, PUBLICATIONS, GRANTS AND GRANTS ADMINISTRATION,AND EDUCATION AND TRAINING. 2834233 45250 2494578 7220511 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 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 0 0 1 36 0 1 62 1 1 1 0 0 0 0 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 0 0 VA AL AZ CA CO CT FL GA IL KS KY ME MD MI MS MO NH NJ MA MN NM NY NC ND OH OK OR PA RI SC TN UT WA WV WI AK AR DE IN LA X ANGEL PEREZ 7038362222 1050 N HIGHLAND STREET 400 ARLINGTON VA 22201 DAVID ANTONIEWICZ PRESIDENTS' COUNCIL COORDINATOR 10.00 X 0 0 0 SARA BROOKSHIRE DIRECTOR 10.00 X 0 0 0 DEREK DUBOSE DIRECTOR 10.00 X 0 0 0 JAYNE CAFLIN FONASH IMMEDIATE PAST PRESIDENT 10.00 X 0 0 0 ROBYN LADY BEGIN 9302020 DIRECTOR 10.00 X 0 0 0 CORNELL LESANE DIRECTOR 10.00 X 0 0 0 DANIEL LUGO BEGIN 9302020 DIRECTOR 10.00 X 0 0 0 HOLLY MARKIECKE-BENNETTS PRESIDENTS' COUNCIL COORDINATOR (BEG 9/30/2020) 10.00 X 0 0 0 ANGELICA MELENDEZ DIRECTOR 10.00 X 0 0 0 DELOREAN MENEFEE DIRECTOR 10.00 X 0 0 0 SANJAY MITCHELL BEGIN 9302020 DIRECTOR 10.00 X 0 0 0 STEFANIE NILES DIRECTOR 10.00 X 0 0 0 STEPHEN PULTZ DIRECTOR 10.00 X 0 0 0 KEN REDD DIRECTOR 10.00 X 0 0 0 FFIONA REES PRESIDENT-ELECT 10.00 X 0 0 0 TODD RINEHART PRESIDENT 10.00 X 0 0 0 ELISE RODRIGUEZ DIRECTOR 10.00 X 0 0 0 JACQUES STEINBERG DIRECTOR 10.00 X 0 0 0 MARK STEINBERG JR BEGIN 9302020 DIRECTOR 10.00 X 0 0 0 DONALD YU BEGIN 9302020 DIRECTOR 10.00 X 0 0 0 JOYCE SMITH END 712020 CEO 35.00 X X 441045 0 28033 ANGEL PEREZ BEGIN 712020 CEO 35.00 X X 173109 0 19764 WENDY LUCIO DIR. OF FINANCE AND ADMIN 35.00 X 177459 0 16522 JOHN MCGRATH DEPUTY CEO 35.00 X 281666 0 21888 DAVID HAWKINS EXEC. DIR. OF EDUCATIONAL CONTENT AND POLICY 35.00 X 211375 0 33112 JOEY BRENTZEL EXEC. DIR. OF INFORMATION MANAGEMENT 35.00 X 189736 0 57295 PIA BROWN DIR. OF NCF, PROGRAMS AND SERVICES 35.00 X 164721 0 25576 SHANDA IVORY DIR. OF COMMUNICATIONS 35.00 X 186312 0 41477 COLLEEN VANDYKE DIR. OF PROGRAMS 35.00 X 164457 0 13088 KATHLEEN MACPHAIL DIR. OF HUMAN RESOURCES & ADMINISTRATION 35.00 X 159889 0 53541 MICHELLE LUCAS DIR. OF INFORMATION SYSTEMS 35.00 X 151903 0 42817 SHANNON BURKE DIR. OF CONFERENCE AND MEETINGS 35.00 X 137505 0 22110 2439177 0 375223 20 0 1 0 VISITDAYS CORP 211 E 43 ST 1600 NEW YORK NY 10017 PLATFORM FOR VIRTUAL EVENTS 235000 NIMBLEUSER 9620 EXECUTIVE CENTER ST PETERSBURG FL 33702 AMS 207188 BAKER DONELSON 901 K ST NW WASHINGTON DC 20001 LEGAL SERVICES 154533 YORK GRAPHIC GROUP 3650 W MARKET ST YORK PA 17404 PRINTING 125655 4 647460 647460 NATIONAL COLLEGE FAIRS 611710 2520340 2520340 MEMBERSHIP REVENUE 900099 2135578 2135578 NATIONAL CONFERENCE 611430 708047 708047 PROFESSIONAL EDUCATION 611430 358809 358809 PUBLICATIONS & SUBS 541800 189731 4313 185418 26565 26565 5939070 281890 281890 481119 4667 0 0 481119 4667 485786 485786 191 0 191 191 INSURANCE REIMBURSEMENT 900099 2509011 2509011 2509011 9863408 5753843 185418 3276687 45250 45250 1829720 1218255 542205 69260 3701749 2470434 1090866 140449 305034 199587 94100 11347 419926 274762 129543 15621 371425 243027 114581 13817 257469 257469 56120 56120 134105 134105 53455 53455 282654 98138 184516 158716 158716 547905 121861 416733 9311 412028 31840 380188 642661 642661 126239 41233 84980 26 1054557 919751 134806 2967 2967 493653 493653 102778 41171 61607 CEO TRANSITION EXPENSES 21871 21871 BAD DEBT 17064 17064 DUES & FEES 16629 14054 2575 PROFESSIONAL DEVELOPMEN 14674 14674 1342432 -1417625 75193 11068649 7220511 3513114 335024 1556182 2073650 284732 241007 9797 9797 690304 895575 8079553 2968682 5601367 5110871 13115993 14276558 55536 400 21313911 22607858 891095 861794 4343473 5322052 3508037 3318033 26723 18531 115705 1112800 8885033 10633210 X 12377819 11923589 51059 51059 12428878 11974648 21313911 22607858 -1205241 751011 0 X X 0 1 X 1 0 X 2832459 2850310 2958001 3072446 2783038 14496254 13179027 14196629 13089250 13633981 3618265 57717152 16011486 17046939 16047251 16706427 6401303 72213406 0 0 0 72213406 320130 412455 297207 340460 281890 1652142 74734 42456 168528 18365 0 304083 394864 454911 465735 358825 281890 1956225 16406350 17501850 16512986 17065252 6683193 74169631 0.97360 0.97530 0.02640 0.02470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48119 85985 134104 10687090 10821194 691060 172765 0 0 1000000 1000000 994908 691060 3685968 5528952 199758 199986 214152 134104 748000 250000 250000 248727 172765 921492 1382238 56691 58024 61566 48119 224400 51059 51059 51059 51059 51059 51059 50784 275 51059 48029 2755 50784 0.00000 1.00000 0.00000 0 0 5186886 1127067 4059819 1234919 391133 843786 334219 314146 20073 1323529 1136336 187193 5110871 PPP LOAN 1112800 1112800 10556298 751012 751012 9805286 53455 4667 58122 9863408 11010528 0 11010528 53455 4667 58122 11068650 PART V, LINE 4: LONG TERM FINANCIAL SUPPORT OF GENERAL OPERATIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS-SALE OR DISPOSED ASSETS 4,667. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS-SALE OR DISPOSED ASSETS 4,667. 1 PUBLIC HIGH SCHOOL AND COUNSELOR GRANTS 26 44000 IMAGINE GRANTS - PROFESSIONAL DEVELOPMENT 1 250 PART I, LINE 2: EXPLANATION - GRANT FUNDING IS DISBURSED ON A REIMBURSEMENT BASIS PRIOR TO DISBURSEMENT OF FUNDS. RECIPIENTS ARE REQUIRED TO FILE A REPORT ABOUT THE SUPPORTED ACTIVITY AND PROVIDE DOCUMENTATION OF EXPENDITURES. A COMMITTEE OF NACAC MEMBERS WHO ARE SERVING AS PRESIDENT-ELECT OF THEIR AFFILIATE ORGANIZATIONS REVIEW GRANT REQUESTS AND DECIDE GRANT REWARDS BY CONSENSUS AFTER HAVING DISCUSSED EACH APPLICATION. IN ADDITION, THE NACAC BOARD APPROVED SCHOLARSHIPS FOR STUDENTS AND PROVIDING GRANTS TO THE AFFILIATES FOR PUBLIC HIGH SCHOOL COUNSELORS FOR PROFESSIONAL DEVELOPMENT. X X X X 0 0 0 0 0 0 0 1 0 JOYCE SMITH END 712020 CEO 439814 0 0 0 1231 0 19773 0 9878 0 470696 0 0 0 JOHN MCGRATH DEPUTY CEO 275880 0 3500 0 2286 0 21888 0 2773 0 306327 0 0 0 JOEY BRENTZEL EXEC. DIR. OF INFORMATION MANAGEMENT 186436 0 2500 0 800 0 15779 0 44194 0 249709 0 0 0 DAVID HAWKINS EXEC. DIR. OF EDUCATIONAL CONTENT AN 200447 0 10500 0 428 0 16419 0 19371 0 247165 0 0 0 SHANDA IVORY DIR. OF COMMUNICATIONS 182584 0 2500 0 1228 0 14472 0 29587 0 230371 0 0 0 KATHLEEN MACPHAIL DIR. OF HUMAN RESOURCES & ADMINISTRA 157203 0 2500 0 186 0 13793 0 47390 0 221072 0 0 0 MICHELLE LUCAS DIR. OF INFORMATION SYSTEMS 148975 0 2500 0 428 0 12600 0 37997 0 202500 0 0 0 WENDY LUCIO DIR. OF FINANCE AND ADMIN 169680 0 7500 0 279 0 13772 0 5137 0 196368 0 0 0 ANGEL PEREZ BEGIN 712020 CEO 168045 0 5000 0 64 0 13439 0 7470 0 194018 0 0 0 PIA BROWN DIR. OF NCF, PROGRAMS AND SERVICES 160993 0 2500 0 1228 0 13220 0 14713 0 192654 0 0 0 COLLEEN VANDYKE DIR. OF PROGRAMS 164029 0 0 0 428 0 13088 0 2408 0 179953 0 0 0 SHANNON BURKE DIR. OF CONFERENCE AND MEETINGS 137319 0 0 0 186 0 11254 0 15309 0 164068 0 0 0 PART I, LINE 7 THE CHIEF EXECUTIVE OFFICER'S BONUSES ARE DETERMINED AND APPROVED BY THE BOARD. ALL OTHER BONUSES ARE AT THE DISCRETION OF THE CHIEF EXECUTIVE OFFICER AND THE DEPUTY CEO UPON BOARD APPROVAL OF THE BUDGET. A INDUSTRIAL DEVELOPMENT AUTHORITY OF ARLINGTON COUNTY VIRGINIA 521305410 2008-02-28 5470000 FINANCE THE ACQUISITION AND CERTAIN IMPROVEMENTS OF AN OFFICE CONDOMINIUM 0 0 0 A 5470000 254311 5215689 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 6 NACAC'S MEMBERS ARE INSTITUTIONS, ORGANIZATIONS, AND INDIVIDUALS DEDICATED TO SERVING STUDENTS AS THE STUDENTS EXPLORE OPTIONS AND MAKE CHOICES ABOUT POSTSECONDARY EDUCATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE EITHER VOTING MEMBERS OR NON-VOTING MEMBERS DEPENDENT UPON ELIGIBILITY CRITERIA AS SET FORTH IN THE NACAC BYLAWS. VOTING NACAC MEMBERS ELECT DELEGATES FROM WITHIN THEIR AFFILIATE ORGANIZATIONS TO THE NACAC ASSEMBLY. FORM 990, PART VI, SECTION A, LINE 7B ELECTION OF ASSOCIATION OFFICERS/DIRECTORS AND AMENDMENTS TO THE CEPP: NACAC'S CODE OF ETHICS AND PROFESSIONAL PRACTICES (REPLACED, IN SEPTEMBER 2020, BY THE GUIDE TO ETHICAL PRACTICE IN COLLEGE ADMISSION) MUST BE APPROVED BY THE NACAC ASSEMBLY. CHANGES TO THE BYLAWS MUST BE APPROVED BY THE GENERAL MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND THE CEO BEFORE FILING. IT IS AN ORIENTATION DOCUMENT FOR THE BOARD OF DIRECTORS AT ITS LATE CALENDAR YEAR MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, EXECUTIVES, DIRECTORS, AND ALL EMPLOYEES REVIEW AND SIGN A FORM RELATED TO THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A CEO COMPENSATION IS SET ANNUALLY BY THE BOARD'S EXECUTIVE COMMITTEE BASED ON CONTRACTUAL PARAMETERS. THE EXECUTIVE COMMITTEE OF THE BOARD (PRESIDENT, PRESIDENT-ELECT, PAST PRESIDENT, AND CHAIR OF EACH BOARD COMMITTEE) IS INVOLVED IN THE CONTRACT REVIEW, SETTING EXPECTATIONS, ESTABLISHING SALARY PARAMETERS FOR THE DURATION OF THE CONTRACT AND TIME LINE FOR THE COMPENSATION OF THE CEO. THE LEVEL OF COMPENSATION FOR THE CEO IS AIDED BY AT LEAST THREE INDEPENDENT SALARY SURVEYS OF NOT FOR PROFIT/EDUCATION MEMBERSHIP ASSOCIATIONS. THE CEO'S CONTRACT OUTLINES PARAMETERS FOR ANNUAL COMPENSATION, RAISES, OR BONUSES. HUMAN RESOURCES STAFF HANDLES SALARY PAYMENTS AND RECEIVES A COMMUNICATION FROM THE ASSOCIATION PRESIDENT OUTLINING SPECIFIC CHANGES ANNUALLY FOR THE CEO'S COMPENSATION. THE CEO REVIEWS AND APPROVES THE COMPENSATION FOR THE OTHER COMPENSATED KEY EMPLOYEES. ANNUAL SALARY REVIEWS ARE CONDUCTED THAT CONSIDER PERFORMANCE, INTERNAL AND EXTERNAL PARITY, AND BUDGET. COMPENSATION DECISIONS ARE DOCUMENTED IN AN ANNUAL PERFORMANCE REVIEW THAT INCLUDES A SECTION FOR DOCUMENTING PRESENT SALARY AND ANY CHANGES TO THAT SALARY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND AVAILABLE BY REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR.