2025-09-15T14:02:28-05:00 2024-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-01-01 860620517 National Academy of Elder Law Attorneys NATI 7039425711 1577 Spring Hill Road 310 Vienna VA 221822223 Alexander T Graham CEO 7039425711 2025-09-15 1 1 Amanda E Waterhouse P02014004 7038930300 2025-09-04 2024 2025-03-06 01:10:19Z Alexander T Graham 1577 Spring Hill Road 310 Vienna VA 221822223 6370492 0 X www.naela.org X 1987 OR To educate, inspire, serve and provide community to elder and special needs law attorneys. 15 15 12 250 30344 14177 0 0 2757665 2946652 101493 125223 15170 0 2874328 3071875 252 0 0 0 1612875 1537254 0 0 0 1673740 1585476 3286867 3122730 -412539 -50855 4365266 4396493 2937704 2953551 1427562 1442942 X The mission of the National Academy of Elder Law Attorneys is educate, inspire, serve, and provide community to attorneys with practices in elder and special needs law. 0 0 National Conferences - Provides education to attorneys and others regarding the representation of the elderly and people with special needs. The programs apply to various experience levels and attract beginner and advanced practitioners based on the specific content of each conference. Public Policy - To continue advocacy on both the federal and state level on issues of importance to the clients of NAELA members, ranging from passage of the Elder Justice Act and the Special Needs Trust Fairness Act to eliminating the two-day Medicare observation. Publications - NAELA produces several publications for members designed to provide the latest information on the practice of Elder Law and Special Needs Planning. This includes a weekly email newsletter, quarterly NAELA News, and the annual NAELA Journal. Advanced Elder Law Review - This two-day program includes 14 advanced level sessions focused on elder and special needs law. 0 0 0 1 0 0 0 0 0 1 0 0 1 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 18 0 1 12 1 1 1 0 0 0 1 1 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OR VA X X Ann Watkins 7039425711 1577 Spring Hill Road 310 Vienna VA 221822223 Judith M Flynn President/Vice President 2.00 X X 0 0 0 Bridget O'Brien Swartz Past President/President 2.00 X X 0 0 0 Roberta Bobbi Flowers Past President 2.00 X X 0 0 0 Eric J Einhart Vice President/Treasurer 2.00 X X 0 0 0 Marielle F Hazen Treasuer/Secretary 2.00 X X 0 0 0 Heather Voorn Secretary/Director 2.00 2.00 X X 0 0 0 Andrew Boyer Director 2.00 X 0 0 0 Brenna M Galvin Director 2.00 X 0 0 0 Caleb S Lihn Director 2.00 X 0 0 0 Christopher M McCarthy Director 2.00 X 0 0 0 Lauren Marinaro Director 2.00 X 0 0 0 Mark T Johnson Director 2.00 X 0 0 0 Paul D Shapiro Director 2.00 X 0 0 0 Scott B Silverberg Director 2.00 X 0 0 0 Barbara Boone McGinnis Director 2.00 X 0 0 0 Beth McDaniel Director 2.00 X 0 0 0 Shari Polur Director 2.00 X 0 0 0 Alex Graham CEO 40.00 2.00 X 109904 0 4746 Kirsten Brown Simpson COO 40.00 X 185449 0 5563 Ann Watkins VP, Technology & Member Services 40.00 X 153658 0 25962 Thomas Harlow Interim CEO 40.00 2.00 X 123750 0 40541 Pamela Yanni Director Meetings/Education 40.00 X 111270 0 25458 684031 0 102270 5 0 1 0 Faegre Drinker Biddle & Reath LLP 1500 K Street NW Ste 1100 Washington DC 20005 Legislative, Advocacy and Strategic Cons 168000 1 Membership Dues 900099 2303186 2303186 Meetings & Education 611430 582062 461422 3840 116800 Publications 513120 30004 3500 26504 Chapter Services 900099 23400 23400 Foundation support 900099 8000 8000 2946652 68993 68993 3354847 3298617 56230 56230 56230 3071875 2799508 30344 242023 649573 662142 45611 87420 92508 33234 105560 168000 15624 168300 7152 181445 197024 107274 32000 507679 56377 Taxes and registrations 4830 Dues and subscriptions 977 3122730 1448225 1781471 500 338 87971 114842 852195 789693 111371 62502 2106577 1951616 610622 485724 4365266 4396493 617148 609608 1650470 1779423 670086 564520 2937704 2953551 X 1427562 1442942 1427562 1442942 4365266 4396493 -50855 66235 0 X 0 1 X 1 0 0 0 1 2303186 332287 -14873 317414 368510 -51096 268913 252033 16880 583282 537660 45622 62502 Right-to-use asset - operating lease 478838 Due from related party 6886 485724 Lease liability - operating lease 564520 564520 X Part X, Line 2: Management evaluated the Academy's tax positions, and has determined that no significant uncertain tax positions qualify for either recognition or disclosure in the consolidated financial statements at December 31, 2024 and 2023. X X X 0 0 0 Kirsten Brown Simpson COO 185449 0 0 0 0 0 5563 0 0 0 191012 0 0 0 Ann Watkins VP, Technology & Member Services 153658 0 0 0 0 0 4610 0 21352 0 179620 0 0 0 Thomas Harlow Interim CEO 123750 0 0 0 0 0 2414 0 38127 0 164291 0 0 0 Form 990, Part VI, Section A, line 6 Membership is open to attorneys and all those who possess a juris doctorate or equivalent degree and are licensed or authorized to practice law under the jurisdiction of any country. The attorney renders legal services for the benefit of the elderly and people with disabilities or is in an endeavor which encompasses the legal needs of the elderly and people with disabilities. The attorney has an understanding of the aging process and sensitivity to the needs of the elderly and people with disabilities. The attorney is committed to the highest standards of ethics in representing the needs or promoting the welfare of the elderly and people with disabilities. The attorney, as a condition of membership, pledges to support NAELA's aspirational standards for the practice of elder law. The aspirational standards can be viewed at www.naela.org. The attorney has knowledge of the aging network and those services available through other agencies which benefit the elderly and people with disabilities, or wishes to gain such knowledge. The attorney has a commitment to positive involvement in the work of NAELA and its purposes. Form 990, Part VI, Section A, line 7a Members of the governing body are elected by NAELA members serving on a nominating committee. Form 990, Part VI, Section A, line 7b The membership votes on proposed bylaw amendments and questions placed in front of the membership by the Board as set out in the bylaws. Form 990, Part VI, Section B, line 11b The draft 990 is prepared by outside accountants and reviewed by the CEO, Counsel, Finance Committee, with a copy of the form 990 provided to the Board. Form 990, Part VI, Section B, line 12c The Board of Directors on an annual basis must complete and sign a conflict of interest statement. Form 990, Part VI, Section B, line 15 The Chief Executive Officer annually presents a report that outlines the accomplishments and challenges of the current fiscal year. The CEO also provides the Finance Committee with salary and budget information and benchmarking data from associations of similar size and scope in the Washington, DC area to evaluate the CEO. Each member of the Board completes the CEO performance evaluation form. Using the collected information, the Finance Committee completes its evaluation of CEO performance in Executive session. The Finance Committee discusses options and parameters for adjusting the CEO's salary or other compensation or employee benefits based upon the financial condition of NAELA, the benchmarking information provided by the CEO, and the CEO's performance based on the report of the Finance Committee. The Vice President and Treasurer then present the recommendations to the Board of Directors in Executive session. The Board discusses and finalizes the written evaluation of the CEO, any changes to the CEO's compensation or benefits, and goals for the CEO. These goals shall be consistent with NAELA's mission and strategic plan. Form 990, Part VI, Section C, line 19 The governing documents, such as the bylaws, are available on the website. Conflict of interest policies and financial statements are maintained at headquarters and are available upon request. National Academy of Elder Law Attorneys Senior Rights PAC 1577 Spring Hill Road Vienna VA 221822223 900127930 Accepting and distributing campaign contributions VA 527 0 National Academy of Elder Law Attorneys Foundation 1577 Spring Hill Road Vienna VA 221822223 455334205 Scholarships and education in the field of elder and special needs law VA 501(c)(3) Line 7 NAELA 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0