ADVANCING STATES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ADVANCING STATES INC (EIN 39-6095459)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-16
- IRS object ID
- 201520499349300712
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-16T10:04:51-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521855942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE & TRYON | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396095459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF STATES UNITED | BusinessNameLine1 |
| Business Name Line2 | FOR AGING AND DISABILITIES INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2028982578 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 15TH STREET NW NO 350 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA ROHERTY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2028982578 | PhoneNum |
| Signature | 2015-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH W HELLER | PreparerPersonNm |
| PTIN | P00397829 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASUAD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARTHA ROHERTY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 15TH STREET NW NO 350 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,192,328 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NASUAD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE SYSTEMS AND SUPPORTS FOR PEOPLE WHO ARE OLDER OR HAVE A DISABILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $884,361 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,041,758 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,448,946 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,150,138 | CYProgramServiceRevenueAmt |
| PY Investment Income | $480 | PYInvestmentIncomeAmt |
| CY Investment Income | -$2,358 | CYInvestmentIncomeAmt |
| PY Other Revenue | $975 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,334,762 | PYTotalRevenueAmt |
| CY Total Revenue | $3,189,538 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,366,836 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,478,582 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $77,287 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,233,172 | PYOtherExpensesAmt |
| CY Other Expenses | $1,694,803 | CYOtherExpensesAmt |
| PY Total Expenses | $2,600,008 | PYTotalExpensesAmt |
| CY Total Expenses | $3,173,385 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$265,246 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,153 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $901,310 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,201,595 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $525,978 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $810,110 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $375,332 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $391,485 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO DESIGN, IMPROVE AND SUSTAIN STATE SYSTEMS DELIVERING HOME AND COMMUNITY BASED SERVICES AND SUPPORTS FOR PEOPLE WHO ARE OLDER OR HAVE A DISABILITY, AND THEIR CAREGIVERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $980,826 | ExpenseAmt |
| Revenue | $463,978 | RevenueAmt |
| Desc | MEMBERSHIP SERVICES - PROVIDES AN ANNUAL MEETING, WEB SITE AND WEEKLY NEWS BLASTS TO PROVIDE SUPPORT TO STATE DEPARTMENTS ON AGING TO BETTER SERVE OLDER CITIZENS AND CITIZENS WITH DISABILITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $520,770 | ExpenseAmt |
| Revenue | $780,330 | RevenueAmt |
| Desc | CONFERENCES - ONE NATIONAL CONFERENCE PROVIDING INFORMATION ON HOME AND COMMUNITY BASED SERVICES FOR ALL CITIZENS NEEDING THESE SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $274,719 | ExpenseAmt |
| Revenue | $274,719 | RevenueAmt |
| Desc | INFORMATION AND REFERRAL - THE NATIONAL I AND R SUPPORT CENTER PROVIDES TRAINING AND TECHNICAL ASSISTANCE TO STATE AND AREA AGENCIES ON AGING TO PROVIDE INFORMATION AND REFERRAL SERVICES TO THE OLDER POPULATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $258,650 | $258,650 | BUILDING CAPACITY FOR MANAGED LONG TERM SERVICES AND SUPPORTS. |
| $200,596 | $200,596 | ENGAGING VOLUNTEERS FOR THE AGING NETWORK- DEVELOPS AND ADMINISTERS TOOLS TO TO EXAMINE CURRENT VOLUNTEER PROGRAMS. |
| $116,533 | $116,533 | OMBUDSMAN - PROVIDES HELP TO LOCAL AND NATIONAL OMBUDSMAN PROGRAMS TO EFFECTIVELY CARRY OUT THEIR RESPONSIBILITIES AS DETAILED IN THE OLDER AMERICANS ACT. |
| $117,920 | $117,920 | GOVERNMENT RELATIONS- EDUCATING NASUAD MEMBERS ON LEGISLATION AFFECTING LONG TERM CARE PROGRAMS. |
| $116,259 | $116,259 | MAKING CONNECTIONS WITH THE DISABILITY COMMUNITY |
| $75,000 | $75,000 | INCREASE CAPACITY OF COMMUNITY BASED AGENCIES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $884,958 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $884,958 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,661,273 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028982578 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 15TH STREET NW NO 350 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JAMES BULOT | |||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GARY JESSEE | |||||||
| VICE PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LORA CONNOLLY | |||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES ROTHROCK | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GLORIA LAWLAH | |||||||
| IMMEDIATE PAST PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LANCE ROBERTSON | |||||||
| PAST PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES MARTIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN WEHRY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LOWELL ARYE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CORINDA CROSSDALE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN DUKE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL ROGERS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ROGERS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MELINDA BERTUCCI | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN K WOOD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE KANTOR-BURMAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTA HUGHES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GINO RINALDI | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CELESTA HARTGRAVES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA HARVEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NELS HOLMGREN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER BABBITT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MELANIE STARNS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WESLEY LUM | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL MOSS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DUANE MAYES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA ROHERTY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $177,438 | $0 | $31,860 | ||
| DEBORAH MERRILL | |||||||
| SENIOR POLICY ADVISOR | 40.00 | $134,973 | $0 | $10,646 | Yes (X) | ||
| ERIC RISTEEN | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $104,551 | $0 | $1,009 | Yes (X) | ||
| JOHN HALL | |||||||
| SENIOR DIRECTOR OF MEDICAID POLICY | 40.00 | $145,464 | $0 | $20,705 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $562,426 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $64,220 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $966,758 | GovernmentGrantsAmt |
| All Other Contributions | $75,000 | AllOtherContributionsAmt |
| Total Contributions | $1,041,758 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONF & REGISTRATION | 900099 | $950,735 | $950,735 |
| MEMBERSHIP DUES | 900099 | $581,898 | $581,898 |
| CONSULTING INCOME | 900099 | $508,900 | $508,900 |
| NCI STATE FEES | 900099 | $107,500 | $107,500 |
| PUBLICATIONS | 900099 | $1,105 | $1,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,150,138 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $432 | TotalRevenueColumnAmt |
| Exclusion | $432 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,790 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$2,790 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,790 | TotalRevenueColumnAmt |
| Exclusion | -$2,790 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,189,538 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,150,138 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,358 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,856 | TotalAmt |
| Program Services | $182,083 | ProgramServicesAmt |
| Management And General | $20,600 | ManagementAndGeneralAmt |
| Fundraising | $11,173 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $912,566 | TotalAmt |
| Program Services | $776,696 | ProgramServicesAmt |
| Management And General | $87,940 | ManagementAndGeneralAmt |
| Fundraising | $47,930 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,287 | TotalAmt |
| Program Services | $64,926 | ProgramServicesAmt |
| Management And General | $7,353 | ManagementAndGeneralAmt |
| Fundraising | $4,008 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,488 | TotalAmt |
| Program Services | $164,187 | ProgramServicesAmt |
| Management And General | $18,505 | ManagementAndGeneralAmt |
| Fundraising | $9,796 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,385 | TotalAmt |
| Program Services | $70,970 | ProgramServicesAmt |
| Management And General | $8,035 | ManagementAndGeneralAmt |
| Fundraising | $4,380 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,632 | TotalAmt |
| Program Services | $13,573 | ProgramServicesAmt |
| Management And General | $15,059 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,942 | TotalAmt |
| Program Services | $114,619 | ProgramServicesAmt |
| Management And General | $97,323 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,798 | TotalAmt |
| Program Services | $96,307 | ProgramServicesAmt |
| Management And General | $98,491 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,516 | TotalAmt |
| Program Services | $218,516 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,967 | TotalAmt |
| Program Services | $625,967 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,411 | TotalAmt |
| Management And General | $46,411 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,393 | TotalAmt |
| Program Services | $4,935 | ProgramServicesAmt |
| Management And General | $5,458 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACTUAL | $328,494 | $328,494 | |
| BANK FEES | $28,745 | $28,745 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $905 | TotalAmt |
| Management And General | $905 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,173,385 | TotalAmt |
| Program Services | $2,661,273 | ProgramServicesAmt |
| Management And General | $434,825 | ManagementAndGeneralAmt |
| Fundraising | $77,287 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,379 | BOYAmt |
| EOY | $631,336 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,973 | BOYAmt |
| EOY | $197,669 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,977 | BOYAmt |
| EOY | $36,725 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,670 | BOYAmt |
| EOY | $101,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $428,749 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $194,394 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,311 | BOYAmt |
| EOY | $234,355 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,310 | BOYAmt |
| EOY | $1,201,595 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,009 | BOYAmt |
| EOY | $153,583 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,166 | BOYAmt |
| EOY | $600,662 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,803 | BOYAmt |
| EOY | $55,865 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,978 | BOYAmt |
| EOY | $810,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,332 | BOYAmt |
| EOY | $391,485 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,332 | BOYAmt |
| EOY | $391,485 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,310 | BOYAmt |
| EOY | $1,201,595 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $16,153 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,815,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,918,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,651,187 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,452,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,623,656 | CurrentTaxYearAmt |
| Total | $8,460,345 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,815,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,918,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,651,187 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,452,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,623,656 | CurrentTaxYearAmt |
| Total | $8,460,345 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $8,460,345 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,349 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,288 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $432 | CurrentTaxYearAmt |
| Total | $13,045 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $8,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $975 | CurrentTaxYearMinus1YearAmt |
| Total | $9,913 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,483,303 | TotalSupportAmt |
| Public Support CY170 | 0.99730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99530 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10: | FormAndLineReferenceDesc |
| Explanation | INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $193,162 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,931 | DepreciationAmt |
| Book Value | $132,231 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $235,587 | OtherCostOrOtherBasisAmt |
| Depreciation | $133,463 | DepreciationAmt |
| Book Value | $102,124 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $234,355 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE INCENTIVE LIABILITY | Desc |
| Amt | $55,865 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $55,865 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,189,538 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,189,538 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,189,538 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,173,385 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,173,385 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,173,385 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NASUAD BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. NASUAD'S INCOME TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE IRS FOR THREE YEARS AFTER THEY ARE FILED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARTHA ROHERTY | ||||||||||||||
| EXECUTIVE DIRECTOR | $176,478 | $0 | $0 | $0 | $960 | $0 | $0 | $0 | $36,418 | $0 | $213,856 | $0 | $0 | $0 |
| JOHN HALL | ||||||||||||||
| SENIOR DIRECTOR OF MEDICAID POLICY | $145,464 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $22,235 | $0 | $167,699 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAID $960 CLUB DUES FOR MARTHA ROHERTY IN 2013. THIS AMOUNT WAS INCLUDED IN HER TAXABLE COMPENSATION ON FORM W-2. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL BE OFFICERS OF THE ASSOCIATION AND THE PAST PRESIDENTS OF THE ASSOCIATION WHILE THEY SERVE ON THE BOARD. THIS COMMITTEE SHALL HAVE THE AUTHORITY TO ACT ON MATTERS BETWEEN MEETINGS OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | ELIGIBILITY - MEMBERS OF THE ASSOCIATION SHALL BE THE STATE AGENCY ON AGING AND/OR DISABILITIES, AS IDENTIFIED BY THE STATE. THE TERM "STATE" INCLUDES THE DISTRICT OF COLUMBIA, THE VIRGIN ISLANDS, GUAM, AMERICAN SAMOA, THE TRUST TERRITORY OF THE PACIFIC ISLANDS, AND THE NORTHERN MARIANA ISLANDS. REPRESENTATIVES SHALL BE THE DIRECTOR OF THE STATE AGENCY ON AGING AND/OR DISABILITIES, OR AN INDIVIDUAL DESIGNATED BY THE DIRECTOR OF THE STATE AGENCY ON AGING AND/OR DISABILITIES. |
| FORM 990, PART VI, SECTION A, LINE 7A | VOTING - EACH ACTIVE MEMBER IS ENTITLED TO ONE VOTE ON EACH MATTER FOR CONSIDERATION. THE PERSON DESIGNATED BY THE STATE AGENCY ON AGING AND/OR DISABILITIES DIRECTOR TO REPRESENT THE AGENCY WILL CAST THE VOTE, IN THE ABSENCE OF AN EFFECTIVE PROXY PROVIDING OTHERWISE. IF THE MEMBERSHIP IS IN THE NAME OF TWO OR MORE PERSONS, ONE VOTE BINDS ALL. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE CHIEF OPERATING OFFICER AND THEN BY THE EXECUTIVE DIRECTOR PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN ANNUAL PERFORMANCE EVALUATION OF EACH EMPLOYEE SHALL BE CONDUCTED AT THE END OF THE CALENDAR YEAR. 1. THE EMPLOYEE AND THE SUPERVISOR WILL REVIEW ALL EVALUATIONS JOINTLY. UPON COMPLETION, THE EVALUATION WILL BECOME PART OF THE EMPLOYEE'S PERSONNEL FILE. ALL PERFORMANCE EVALUATIONS WILL BE FORWARDED TO THE ACCOUNTING DEPT. FOR INCLUSION IN AN EMPLOYEE'S PERSONNEL FILE. 2. EVALUATIONS OF STAFF WILL BE CONDUCTED UTILIZING STANDARDIZED NASUAD EVALUATION FORMS. THE EVALUATION WILL INCLUDE A DISCUSSION OF GOALS AND OBJECTIVES OF THE EMPLOYEE FOR THE NEXT YEAR. 3. EMPLOYEES HAVE THE RIGHT TO FILE, IN WRITING, AN ACCEPTANCE OR REJECTION OF THE ANNUAL EVALUATION AND THE DOCUMENT WILL BE PLACED IN THE EMPLOYEE'S PERSONNEL FILE. THE EMPLOYEE MUST SIGN AND RESPOND TO THE EVALUATION WITHIN TEN (10) DAYS. 4. IF THE REPORT IS SUBSTANDARD, ANOTHER APPRAISAL SHOULD BE GIVEN WITHIN NINETY (90) DAYS AND AGAIN IN NINETY (90) DAYS UNTIL THE DEFICIENCY IS RESOLVED. 5. THE EXECUTIVE COMMITTEE, USING AN EVALUATION FORMAT DEVELOPED BY THE EXECUTIVE COMMITTEE BASED ON THE JOB DESCRIPTION AND PERFORMANCE IN FURTHERING ASSOCIATION OBJECTIVES, WILL CONDUCT AN EVALUATION OF THE EXECUTIVE DIRECTOR OF NASUAD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. |