2020-07-13T10:24:13-05:00 2019-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2019-01-01 362167803 NATIONAL ASSOCIATION OF HOUSING AND REDEVELOPMENT OFFICIALS NATI 2022893500 630 EYE STREET NW WASHINGTON DC 20001 ADRIANNE R TODMAN CEO 2022893500 2020-07-13 1 AARON M FOX P01365820 2022274000 2020-07-11 47.19.127.190 2020-07-13 10:24:10 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6AC81BC1B87996D38B9727319EB90F7A1B477416 2019 2021-01-29 14:40:06Z ADRIANNE R TODMAN 630 EYE STREET NW WASHINGTON DC 20001 6959503 0 3262 X WWW.NAHRO.ORG X 1970 DC TO CREATE AFFORDABLE HOUSING FOR COMMUNITIES TO HELP ENHANCE THE QUALITY OF LIFE FOR ALL AMERICANS. 53 53 30 53 169498 30139 11331 156194 6317802 6378307 24332 34205 296894 367185 6650359 6935891 15000 34000 0 0 2832774 2634564 0 0 0 3481698 3509418 6329472 6177982 320887 757909 4444086 5765426 2437808 2677451 2006278 3087975 X TO CREATE AFFORDABLE HOUSING AND SAFE, VIABLE COMMUNITIES THAT ENHANCE THE QUALITY OF LIFE FOR ALL AMERICANS, ESPECIALLY THOSE OF LOW AND VERY LOW INCOME. 0 0 1155574 15000 1315081 CONFERENCES - NATIONAL ASSOCIATION OF HOUSING AND REDEVELOPMENT OFFICIALS (THE ASSOCIATION) HELD THREE CONFERENCES WHICH EDUCATIONAL OPPORTUNITIES TO HOUSING AND COMMUNITY DEVELOPMENT MEMBERS. 1118876 438341 PROFESSIONAL DEVELOPMENT - THE ASSOCIATION PROVIDED OVER A HUNDRED SEMINARS ON EDUCATIONAL, TECHNICAL, MANAGERIAL AND CERTIFICATION PROGRAMS REQUIRED BY HOUSING AND COMMUNITY DEVELOPMENT MEMBERS. 517663 3489857 MEMBER SERVICES - FOR MORE THAN 85 YEARS THE NATIONAL ASSOCIATION OF HOUSING AND REDEVELOPMENT OFFICIALS HAS REPRESENTED THE NEEDS AND INTERESTS OF ORGANIZATIONS SERVING ALL ASPECTS OF THE HOUSING AND COMMUNITY DEVELOPMENT/REDEVELOPMENT FIELD. NAHRO HAS FOUGHT TO SECURE NEEDED HOUSING AND COMMUNITY DEVELOPMENT PROGRAMS AND HAS REPRESENTED THE CONCERNS OF ITS MEMBERS EFFECTIVELY. TODAY, NAHRO CONTINUES TO CHAMPION THE NEEDS OF ALL PEOPLE TO BE ADEQUATELY HOUSED AND FOR THEIR RIGHT TO LIVE IN DECENT NEIGHBORHOODS IN THRIVING CITIES AND TOWNS. MEMBER BENEFITS INCLUDE:1. STAYING UP-TO-DATE ON FEDERAL AND LEGISLATIVE ISSUES MEMBERS NEED TO KNOW WITH THE NAHRO MONITOR, NEWS ALERTS, AND TIMELY ELECTRONIC SERVICES.2. GAIN NEW INSIGHTS THROUGH EXPERT ANALYSES OF POLICY ISSUES, THE NAHRO WEBSITE, AND THE JOURNAL OF HOUSING AND COMMUNITY DEVELOPMENT. 3. TAKE PART IN A PRESTIGIOUS AWARDS PROGRAM THAT RECOGNIZES AND INSPIRES EXCELLENCE IN THE HOUSING AND COMMUNITY DEVELOPMENT FIELD.4. STAY IN TOUCH AND BUILD CONTACTS WITH OTHER LEADERS IN OUR MEMBER'S FIELD AT NATIONAL AND REGIONAL CONFERENCES AND SEMINARS AND THROUGH LIST SERVES.5. TAKE ADVANTAGE OF DISCOUNTS ON IN-DEPTH SEMINARS SPECIFICALLY DESIGNED TO MEET MEMBER'S NEEDS, PLUS A WIDE RANGE OF INFORMATION-PACKED PUBLICATIONS.6. FIND ANSWERS TO YOUR SPECIFIC PROBLEMS IN THE MEMBERS-ONLY "AGENCY AWARDS DATABASE" AT THE NAHRO WEB SITE. TAP INTO THE COLLECTIVE WISDOM AND EXPERIENCE OF COLLEAGUES ACROSS THE COUNTRY!7. GAIN NATIONAL RECOGNITION OF MEMBER'S OUTSTANDING RESIDENTS ON NAHRO'S NATIONAL ROLL OF ACHIEVERS.8. BUILD STAFF KNOWLEDGE AND SKILLS THROUGH THE NAHRO ASSOCIATE PROGRAM. AGENCY AND ORGANIZATION MEMBERS CAN NOW DESIGNATE STAFF TO RECEIVE NAHRO BENEFITS AT NO CHARGE. NAHRO ASSOCIATES RECEIVE SPECIAL EMAILS ON TIMELY, QUALITY INFORMATION LIKE THE NAHRO DIRECT NEWS AND ACTION ALERTS. THEY CAN ALSO ACCESS THE NAHRO MONITOR ONLINE AND COMING SOON THE ONLINE VERSION OF THE JOURNAL OF HOUSING AND COMMUNITY DEVELOPMENT. FINALLY, THEY CAN VOTE IN NAHRO ELECTIONS AND SERVE ON COMMITTEES. 515147 19000 95450 LEGISLATION AND PROGRAM DEVELOPMENT 397255 306026 PUBLICATIONS 179417 751800 RSO ADVANTAGE 128284 CERTIFICATIONS 1220103 19000 1153276 4012216 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 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 1 1 1 0 0 1 28 0 1 30 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 53 53 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X CHARLES P WELLARD 2022893500 630 EYE STREET NW WASHINGTON DC 20001 SUNNY SHAW NATIONAL PRESIDENT 5.00 X X 0 0 0 PATRICIA WELLS SENIOR VICE PRESIDENT 5.00 X X 0 0 0 KARINA M RORRIS VP COMMISSIONERS 5.00 X X 0 0 0 LISA A GARCIA VP HOUSING 5.00 X X 0 0 0 DENITA JOHNSON VP MEMBER SERVICES 5.00 X X 0 0 0 CLIFTON C MARTIN VP BUDGET AND ADMIN 5.00 X X 0 0 0 STACY L SPANN VP CR&D 5.00 X X 0 0 0 SALLY STANG VP PROFESSIONAL DEVELOPMENT 5.00 X X 0 0 0 STEPHEN W MERRITT PAST PRESIDENT 1.00 X X 0 0 0 PRESTON PRINCE PAST PRESIDENT 1.00 X X 0 0 0 CARL S RITCHIE PAST PRESIDENT 1.00 X X 0 0 0 RICHARD HERRINGTON JR HOUSING AMERICA ADVISORY COMM. CHAIR 1.00 X X 0 0 0 ANDREW RODRIGUEZ SMALL AGENCY ADVISORY COMM. CHAIR 1.00 X X 0 0 0 CYNDE SMITH BUSINESS PARTNERS COUNCIL CHAIR 1.00 X X 0 0 0 JENNIFER KEOGH LEG. NETWORK ADVISORY COMM. CHAIR 1.00 X X 0 0 0 VIVIAN B ESQUIRE HOUSING AND DEV. LAW INST. REP 1.00 X X 0 0 0 SENGHOR A MANNS STRAT. PLANNING ADVISORY COMM. CHAIR 1.00 X X 0 0 0 ELIZABETH S GLENN DIVERSITY EQUITY & INCL. ADV. COMM. CHAIR 1.00 X X 0 0 0 G MATTHEW PIKE PARLIAMENTARIAN 1.00 X X 0 0 0 ANTHONY J VASILIOU REGIONAL PRESIDENT (NEW ENGLAND) 1.00 X 0 0 0 DIANE L COHEN REGIONAL PAST PRES. (NEW ENGLAND) 1.00 X 0 0 0 JOSEPH A D'ASCOLI REGIONAL AT LARGE (NEW ENGLAND) 1.00 X 0 0 0 RANDY WATERS REGIONAL AT LARGE (NEW ENGLAND) 1.00 X 0 0 0 JOHN T MAHON REGIONAL PRESIDENT (MID-ATLANTIC) 1.00 X 0 0 0 MARSHA J PARHAM-GREEN REGIONAL PAST PRES. (MID-ATLANTIC) 1.00 X 0 0 0 DIANE HAISLIP PRES. AT LARGE APPT. (MID ATLANTIC 1.00 X 0 0 0 KATHRYN L WALTER REGIONAL AT LARGE (MID-ATLANTIC) 1.00 X 0 0 0 GEORGE GUY REGIONAL PRESIDENT (NORTH CENTRAL) 1.00 X 0 0 0 JENNIFER KEOGH REGIONAL PAST PRES. (NORTH CENTRAL) 1.00 0.10 X 0 0 0 JACKIE L NEWMAN REGIONAL AT LARGE (NORTH CENTRAL) 1.00 X 0 0 0 ALAN ZAIS REGIONAL AT LARGE (NORTH CENTRAL) 1.00 X 0 0 0 MARK E TAYLOR REGIONAL PRESIDENT (SOUTHEAST) 1.00 X 0 0 0 C SEAN GILBERT REGIONAL PAST PRES. (SOUTHEAST) 1.00 X 0 0 0 SUSAN JOHNSON-VELEZ PRES. AT LARGE APPT. (SOUTHEAST) 1.00 X 0 0 0 SHAUNDRA N CLARK REGIONAL AT LARGE (SOUTHEAST) 1.00 X 0 0 0 MICHAEL WONG REGIONAL AT LARGE (SOUTHEAST) 1.00 X 0 0 0 TONYA MABRY REGIONAL PRESIDENT (SOUTHWEST) 1.00 X 0 0 0 DAVID P LANGE REGIONAL PAST PRES. (SOUTHWEST) 1.00 X 0 0 0 MICHAEL GERBER PRES. AT LARGE APPT. (SOUTHWEST) 1.00 X 0 0 0 DAVID S GATES REGIONAL AT LARGE (SOUTHWEST) 1.00 X 0 0 0 MARK THIELE REGIONAL AT LARGE (SOUTHWEST) 1.00 X 0 0 0 BARBARA S KAUSS REGIONAL PRESIDENT (PAC. SOUTHWEST) 1.00 X 0 0 0 ROB FREDERICKS REGIONAL PAST PRES. (PAC. SOUTHWEST) 1.00 X 0 0 0 SUKET DAYAL REGIONAL AT LARGE (PAC. SOUTHWEST) 1.00 X 0 0 0 RICHARD C GENTRY REGIONAL AT LARGE (PAC. SOUTHWEST) 1.00 X 0 0 0 CUPID ALEXANDER REGIONAL PRESIDENT (NORTHWEST) 1.00 X 0 0 0 SAEED HAJARIZADEH REGIONAL PAST PRES. (NORTHWEST) 1.00 X 0 0 0 JILLIAN PATTERSON REGIONAL AT LARGE (NORTHWEST) 1.00 X 0 0 0 LISA STEVENS REGIONAL AT LARGE (NORTHWEST) 1.00 X 0 0 0 PETER F LIFARI REGIONAL PRESIDENT (MOUNTAIN PLAINS) 1.00 X 0 0 0 DUANE HOPKINS REGIONAL PAST PRES. (MOUNTAIN PLAINS) 1.00 X 0 0 0 JULIE J BREWEN REGIONAL AT LARGE (MOUNTAIN PLAINS) 1.00 X 0 0 0 JOAN SMITH REGIONAL AT LARGE (MOUNTAIN PLAINS) 1.00 X 0 0 0 ADRIANNE R TODMAN CHIEF EXECUTIVE OFFICER 37.50 0.10 X 238673 0 25447 CHARLES P WELLARD COO - AS OF 03/2019 37.50 X 146188 0 19561 SYLVIA BOWEN DIRECTOR OF ADMINISTRATION 37.50 X 117680 0 24816 GEORGI BANNA DIRECTOR OF LPD 37.50 X 109190 0 16170 LORI MYERS-CARPENTER DIRECTOR OF MEMBERSHIP 37.50 X 107288 0 20801 KIM J GRAY ACCOUNTING MANAGER 37.50 X 101000 0 15370 820019 0 122165 6 0 1 0 BOSTON PARK PLAZA HOTEL 50 PARK PLAZA BOSTON MA 02116 MEETING COSTS 282452 RK GROUP 4039 E I -10 SAN ANTONIO TX 78219 MEETING COSTS 215000 PERSONIFY PO BOX 759470 BALTIMORE MD 21275 TECHNOLOGY CONSULTANT 211963 CVK REPROGRAPHICS INC 1400 L STREET NW C-101 WASHINGTON DC 20005 BUSINESS CONSULTING 182017 CRYSTAL GATEWAY MARRIOTT 1700 VA-110 ARLINGTON VA 22202 MEETING COSTS 174552 8 156194 156194 MEMBERSHIP 900099 3457746 3457746 CONFERENCES 900099 1433361 1315081 118280 CONTRACT INCOME 900099 751800 751800 PROF. DEVELOPMENT 900099 438341 438341 PUBLICATIONS 511120 169498 169498 127561 127561 6378307 21069 21069 25540 0 25540 25540 25540 14700 1564 13136 13136 13136 144645 22048 122597 122597 MISCELLANEOUS 900099 219048 219048 219048 6935891 6213126 169498 397073 X 15000 15000 19000 19000 429869 257922 171947 1721249 1052842 668407 91285 55823 35462 261375 159567 101808 130786 79719 51067 30100 30100 1035925 792096 243829 55470 55470 764148 336479 427669 15804 11743 4061 43484 43484 106615 94322 12293 1012926 1012895 31 215345 4345 211000 TAXES 111678 3460 108218 BANK CHARGES 83596 38973 44623 DUES & SUBSCRIPTIONS 30362 22560 7802 UBI TAXES 3965 3965 6177982 4012216 2165766 0 575214 450472 307205 1495651 270317 372208 6957 11660 65401 183365 5125200 2445798 2699212 2679402 519780 572668 4444086 5765426 427543 392895 2010265 2284556 2437808 2677451 X 1999278 2917539 7000 170436 2006278 3087975 4444086 5765426 757909 43358 280430 0 X 0 1 X 1 0 X 30668 11331 156194 198193 5744460 5590602 5909483 6188453 6353454 29786452 5744460 5590602 5940151 6199784 6509648 29984645 29846 115000 144846 56047 62011 54586 47712 40804 261160 56047 62011 84432 47712 155804 406006 29578639 6377 34310 15700 20007 46609 123003 10053 23810 33863 6377 34310 15700 30060 70419 156866 4286 82129 248973 219048 554436 5755123 5707041 5955851 6478817 6799115 30695947 0.96360 0.97530 0.00510 0.00340 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2015 AMOUNT: $ 4,286. 2016 AMOUNT: $ 82,129. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 248,973. 2019 AMOUNT: $ 219,048. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 6126811 6126811 456341 114085 0 0 461455 457697 462876 456341 1838369 2757554 83900 48506 34670 167076 115364 114424 115719 114085 459592 689388 41950 24253 17335 83538 1075186 1075186 3339482 1983274 1356208 710532 462524 248008 2679402 X PART X, LINE 2: THE ASSOCIATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2019, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 THE HOUSING AND DEVELOPMENT LAW INSTITUTE 630 EYE STREET NW WASHINGTON DC 20001 521360378 501(C)(3) 15000 CONFERENCE STIPEND 1 0 LDG SCHOLARSHIP 8 19000 PART I, LINE 2: THE ASSOCIATION PROVIDED A STIPEND TO THE HOUSING AND DEVELOPMENT LAW INSTITUTE (HDLI) FOR PLANNING AND EXECUTING EACH CONFERENCE PROGRAM HDLI ORGANIZES. HDLI SIGNS AN AGREEMENT WITH THE ASSOCIATION THAT OUTLINES EACH PARTY'S RESPONSIBILITIES WHEN IT COMES TO FACILITIES, COSTS RELATED TO THE CONFERENCES, PROGRAMS AND PRESENTATIONS INVOLVED IN THE CONFERENCES, AS WELL AS MARKETING FOR THE CONFERENCES. THE SCHOLARSHIP AWARDS ARE ON AN ANNUAL BASIS, WITH LDG AND NAHRO WORKING TOGETHER TO SELECT AND AWARD SCHOLARSHIPS BASED ON A CRITERIA SET. X X X 0 0 0 0 0 0 0 0 0 ADRIANNE R TODMAN CHIEF EXECUTIVE OFFICER 238673 0 0 0 0 0 12250 0 13197 0 264120 0 0 0 CHARLES P WELLARD COO - AS OF 03/2019 146188 0 0 0 0 0 6783 0 12778 0 165749 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS THREE CLASSES OF MEMBERSHIP: AGENCY, INDIVIDUAL, AND MANUFACTURER/SUPPLIER MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S MEMBERS ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM USING INFORMATION PROVIDED BY THE ASSOCIATION AND THE AUDITED FINANCIAL STATEMENTS. THE DRAFT FEDERAL FORM 990 IS THEN REVIEWED BY THE CEO, COO OF THE ASSOCIATION PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS ANNUALLY COMPLETED BY ALL BOARD MEMBERS AND STAFF DEPARTMENT HEADS. SIGNED COPIES OF THE FORMS ARE KEPT IN A SECURE FILE AT THE ASSOCIATION. THE ASSOCIATION'S BOARD OF ETHICS AND CREDENTIALING TRUSTEES HANDLES ALL ISSUES REGARDING CONFLICTS OF INTEREST. THE ASSOCIATION ALSO HAS POLICIES IN PLACE TO ADDRESS SUCH CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S SALARY IS REVIEWED BY AN EVALUATION COMMITTEE AND A COMPENSATION CONSULTANT ON AN ANNUAL BASIS. DELIBERATIONS AND DECISIONS OF SALARY REVIEWS ARE DOCUMENTED IN THE BOARD MINUTES. ALL OTHER EMPLOYEE'S SALARY LEVELS ARE REVIEWED BY THE CEO AND EVALUATIONS ARE PERFORMED BY THE SUPERVISOR. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 792,096. MANAGEMENT AND GENERAL EXPENSES 243,829. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,035,925. TRANSPIRE INC 630 EYE STREET NW WASHINGTON DC 20001 522350472 ONLINE PROCUREMENT DC 501(C)(3) LINE 12A, I NAHRO 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 TRANSPIRE INC M 108795