ADVANCING STATES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ADVANCING STATES INC (EIN 39-6095459)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-11
- IRS object ID
- 201420429349301717
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-02-11T14:25:05-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521855942 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE & TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396095459 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 2028982578 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTHA ROHERTY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2028982578 | Phone |
| Date Signed | 2014-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH W HELLER | Name |
| PTIN | P00397829 | PTIN |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASUAD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARTHA ROHERTY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 2334762 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NASUAD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | TO IMPROVE SYSTEMS AND SUPPORTS FOR PEOPLE WHO ARE OLDER OR HAVE A DISABILITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 17 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1095771 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 884361 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1135151 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1448946 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 584 | InvestmentIncomePriorYear |
| Investment Income Current Year | 480 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8938 | OtherRevenuePriorYear |
| Other Revenue Current Year | 975 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2240444 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2334762 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1392585 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1366836 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 98002 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1281431 | OtherExpensePriorYear |
| Other Expenses Current Year | 1233172 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2674016 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2600008 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -433572 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -265246 | RevenuesLessExpensesCY |
| Total Assets BOY | 1264570 | TotalAssetsBOY |
| Total Assets EOY | 901310 | TotalAssetsEOY |
| Total Liabilities BOY | 623992 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 525978 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 640578 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 375332 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 659692 | Expense |
| Revenue | 495770 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 472882 | Expense |
| Revenue | 692850 | Revenue |
| Description | CONFERENCES - ONE NATIONAL CONFERENCE PROVIDING INFORMATION ON HOME AND COMMUNITY BASED SERVICES FOR ALL CITIZENS NEEDING THESE SERVICES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 300000 | Expense |
| Revenue | 300000 | Revenue |
| Description | 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. | Description |
Activity Other ActivityOther (8 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 294472 | 294472 | ENGAGING VOLUNTEERS FOR THE AGING NETWORK - DEVELOPS AND ADMINISTERS TOOLS TO TO EXAMINE CURRENT VOLUNTEER PROGRAMS. |
| 144851 | 144851 | BUILDING CAPACITY FOR MANAGED LONG TERM SERVICES AND SUPPORTS |
| 111635 | 111635 | OMBUDSMAN - PROVIDES HELP TO LOCAL AND NATIONAL OMBUDSMAN PROGRAMS TO EFFECTIVELY CARRY OUT THEIR RESPONSIBILITIES AS DETAILED IN THE OLDER AMERICANS ACT. |
| 106250 | 106250 | GOVERNMENT RELATIONS - EDUCATING NASUAD MEMBERS ON LEGISLATION AFFECTING LONG TERM CARE PROGRAMS. |
| 21258 | 21258 | REGIONAL MEETING BETWEEN ACL AND WESTERN STATES |
| 4175 | 4175 | APS - IMPLEMENTATION OF NATIONAL ADULT PROTECTIVE SERVICES RESOURCE CENTER |
| 4169 | 4169 | TECHNICAL ASSISTANCE TO THE GEORGIA DEPARTMENT OF HUMAN SERVICES |
| 3801 | 3801 | JBS - BEHAVIORAL HEALTH OLDER AMERICANS TECHNICAL ASSISTANCE CENTER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 690611 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 690611 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2123185 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 17 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2028982578 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| LANCE ROBERTSON | |||||||
| PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | |
| GLORIA LAWLAH | |||||||
| VICE PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | |
| JAMES BULOT | |||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 | |
| LORA CONNOLLY | |||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 | |
| ANN HARTSTEIN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| SUSAN WEHRY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GREG OLSEN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JAMES ROTHROCK | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BRIAN DUKE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DENNIS STREETS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CHARLES CORELY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JEAN K WOOD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BONNIE KANTOR-BURMAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GARY JESSEE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KRISTA HUGHES | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CELESTA HARTGRAVES | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DONNA HARVEY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CHARLES REHBEIN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| NELS HOLMGREN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MELANIE STARNS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| WESLEY LUM | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM J STREUR | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MARTHA ROHERTY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 170082 | 0 | 43753 | ||
| DIANA SCULLY | |||||||
| SENIOR DIRECTOR OF STATE SERVICES | 40.00 | 126692 | 0 | 17916 | X | ||
| DEBORAH MERRILL | |||||||
| SENIOR POLICY DIRECTOR | 40.00 | 118940 | 0 | 18023 | X | ||
| ERIC RISTEEN | |||||||
| CHIEF OPERATING OFFICER | 40.00 | 112063 | 0 | 8814 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 527777 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 88506 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 863103 | GovernmentGrants |
| All Other Contributions | 21258 | AllOtherContributions |
| Total Contributions | 884361 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONF & REGISTRATION | 900099 | 727150 | 727150 |
| MEMBERSHIP DUES | 900099 | 567720 | 567720 |
| CONSULTING INCOME | 900099 | 124111 | 124111 |
| NCI STATE FEES | 900099 | 27500 | 27500 |
| PUBLICATIONS | 900099 | 2465 | 2465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1448946 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 480 | TotalRevenueColumn |
| Exclusion | $480 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 975 | TotalRevenueColumn |
| Exclusion | $975 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 975 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2334762 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1448946 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,455 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204793 | Total |
| Program Services | 174824 | ProgramServices |
| Management And General | 15279 | ManagementAndGeneral |
| Fundraising | 14690 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 925286 | Total |
| Program Services | 790176 | ProgramServices |
| Management And General | 68882 | ManagementAndGeneral |
| Fundraising | 66228 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152961 | Total |
| Program Services | 130344 | ProgramServices |
| Management And General | 11531 | ManagementAndGeneral |
| Fundraising | 11086 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83796 | Total |
| Program Services | 71560 | ProgramServices |
| Management And General | 6238 | ManagementAndGeneral |
| Fundraising | 5998 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27905 | Total |
| Program Services | 14156 | ProgramServices |
| Management And General | 13749 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187300 | Total |
| Program Services | 104891 | ProgramServices |
| Management And General | 82409 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187394 | Total |
| Program Services | 85885 | ProgramServices |
| Management And General | 101509 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70380 | Total |
| Program Services | 70380 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 403137 | Total |
| Program Services | 403137 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46775 | Total |
| Management And General | 46775 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9960 | Total |
| Program Services | 3360 | ProgramServices |
| Management And General | 6600 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONTRACTUAL | 274472 | 274472 | |
| BANK FEES | 24136 | 24136 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1713 | Total |
| Management And General | 1713 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2600008 | Total |
| Program Services | 2123185 | ProgramServices |
| Management And General | 378821 | ManagementAndGeneral |
| Fundraising | 98002 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 591060 | BOY |
| EOY | 373379 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263647 | BOY |
| EOY | 168973 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52541 | BOY |
| EOY | 40977 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57306 | BOY |
| EOY | 54670 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 422140 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 158829 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300016 | BOY |
| EOY | 263311 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1264570 | BOY |
| EOY | 901310 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99457 | BOY |
| EOY | 59009 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 450793 | BOY |
| EOY | 402166 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73742 | BOY |
| EOY | 64803 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 623992 | BOY |
| EOY | 525978 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 640578 | BOY |
| EOY | 375332 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 640578 | BOY |
| EOY | 375332 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1264570 | BOY |
| EOY | 901310 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -265246 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1828342 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1815388 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1918033 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1651187 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1452081 | CurrentTaxYear |
| Total | 8665031 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1828342 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1815388 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1918033 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1651187 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1452081 | CurrentTaxYear |
| Total | 8665031 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 8665031 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18678 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6349 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3496 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2288 | CurrentTaxYearMinus1Year |
| Current Tax Year | 480 | CurrentTaxYear |
| Total | 31291 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 8938 | CurrentTaxYearMinus1Year |
| Current Tax Year | 975 | CurrentTaxYear |
| Total | 9913 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8706235 | TotalSupport |
| Public Support Pertcentage170 | 0.99530 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99180 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART II, LINE 10: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 188744 | OtherCostOrOtherBasis |
| Depreciation | 40346 | Depreciation |
| Book Value | 148398 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 233396 | OtherCostOrOtherBasis |
| Depreciation | 118483 | Depreciation |
| Book Value | 114913 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 263311 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LEASE INCENTIVE LIABILITY | Description |
| Amount | $64,803 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 64803 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2334762 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 2334762 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2334762 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2600008 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2600008 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2600008 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | NASUAD BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. AT A MINIMUM, THE JUNE 30, 2010 THROUGH 2013 TAX YEARS ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARTHA ROHERTY | NamePerson |
| Title | EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 169122 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 960 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 11906 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 34709 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 216697 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE ORGANIZATION PAID CLUB DUES FOR MARTHA ROHERTY AND ERIC RISTEEN IN 2012. AMOUNTS PAID WERE $960 FOR ROHERTY AND $240 FOR RISTEEN. THESE AMOUNTS WERE INCLUDED IN THEIR TAXABLE COMPENSATION ON FORM W-2. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. |