2013-03-07T12:29:50-06:00 2012-06-30 521855942 TATE & TRYON 2021 L STREET NW 400 WASHINGTON DC 20036 990 2011-07-01 396095459 NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES INC NATI 2028982578 1201 15TH STREET NW NO 350 WASHINGTON DC 20005 MARTHA ROHERTY 2028982578 2013-03-07 1 KAY L VOLLANS P01404047 2022932200 2011 2016-02-25 16:41:14Z NASUAD MARTHA ROHERTY 1201 15TH STREET NW NO 350 WASHINGTON DC 20005 2259368 0 X WWW.NASUAD.ORG X 1965 WI TO IMPROVE SYSTEMS AND SUPPORTS FOR PEOPLE WHO ARE OLDER OR HAVE A DISABILITY. 16 16 15 0 0 0 1398011 1095771 1001361 1135151 514 584 0 8938 2399886 2240444 0 0 0 0 1324415 1392585 0 0 58934 1073454 1281431 2397869 2674016 2017 -433572 1620794 1264570 546644 623992 1074150 640578 X 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. 0 0 620293 519151 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. 430285 312780 CONFERENCES - ONE NATIONAL CONFERENCE PROVIDING INFORMATION ON HOME AND COMMUNITY BASED SERVICES FOR ALL CITIZENS NEEDING THESE SERVICES. 300000 266955 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. 216666 ENGAGING VOLUNTEERS FOR THE AGING NETWORK - DEVELOPS AND ADMINISTERS TOOLS TO TO EXAMINE CURRENT VOLUNTEER PROGRAMS. 198048 LONG TERM STRATEGIC PLANNING - PROVIDES ASSISTANCE IN COMPREHENSIVE AND SYSTEMATIC LONG TERM PLANNING FOR STATE DEPARTMENTS ON AGING. 191803 STREGTHENING THE AGING NETWORK - PROVIDES TRAINING AND EVALUATION INFORMATION FOR STATE DEPARTMENTS ON AGING. 101671 OMBUDSMAN - PROVIDES HELP TO LOCAL AND NATIONAL OMBUDSMAN PROGRAMS TO EFFECTIVELY CARRY OUT THEIR RESPONSIBILITIES AS DETAILED IN THE OLDER AMERICANS ACT. 58366 MIPPA - TO CONDUCT STUDIES ON INNOVATIONS IN BENEFITS OUTREACH, ENROLLMENT AND COORDINATION, AND TO DISSEMINATE DATA TO NASUAD MEMBERSHIP. 36265 36265 GOVERNMENT RELATIONS - EDUCATING NASUAD MEMBERS ON LEGISLATION AFFECTING LONG TERM CARE PROGRAMS. 18824 APS - IMPLEMENTATION OF NATIONAL ADULT PROTECTIVE SERVICES RESOURCE CENTER 8824 JBS - BEHAVIORAL HEALTH OLDER AMERICANS TECHNICAL ASSISTANCE CENTER 1569 SCSEP - INTENDED TO ENHANCE THE QUALITY AND DIVERSITY OF SCSEP COMMUNITY SERVICES ASSIGNMENTS; AND ENHANCE THE PARTNERSHIP AND RELATIONSHIP OF STATE SCSEP PROGRAMS IN 16 STATES CURRENTLY SERVED BY SSAI GRANTEES. 832036 36265 2182614 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 15 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 0 1 1 0 1 1 1 1 0 X THE ORGANIZATION 2028982578 1201 15TH STREET NW NO 350 WASHINGTON DC 20005 CAROL SALA 4.00 X X 0 0 0 LANCE ROBERTSON 4.00 X X 0 0 0 GLORIA LAWLAH 4.00 X X 0 0 0 JAMES BULOT 4.00 X X 0 0 0 IRENE COLLINS 4.00 X X 0 0 0 ANN HARTSTEIN 2.00 X 0 0 0 GREG OLSEN 2.00 X 0 0 0 NANCY DAY 2.00 X 0 0 0 JAMES ROTHROCK 2.00 X 0 0 0 BRIAN DUKE 2.00 X 0 0 0 DENNIS STREETS 2.00 X 0 0 0 CHARLES CORELY 2.00 X 0 0 0 JEAN K WOOD 2.00 X 0 0 0 BONNIE KANTOR-BURMAN 2.00 X 0 0 0 GARY JESSEE 2.00 X 0 0 0 KRISTA HUGHES 2.00 X 0 0 0 CELESTA HARTGRAVES 2.00 X 0 0 0 DONNA HARVEY 2.00 X 0 0 0 CHARLES REHBEIN 2.00 X 0 0 0 NELS HOLMGREN 2.00 X 0 0 0 MELANIE STARNS 2.00 X 0 0 0 WESLEY LUM 2.00 X 0 0 0 MARYANNE LINDEBLAD 2.00 X 0 0 0 MARTHA ROHERTY 40.00 X 164703 0 31455 MICHAEL CHEEK 40.00 X 136105 0 8834 DEBORAH MERRILL 40.00 X 116440 0 8834 ERIC RISTEEN 40.00 X 110792 0 1443 528040 0 50566 4 0 1 0 0 1095771 1095771 MEMBERSHIP DUES 900099 555416 555416 CONF & REGISTRATION 900099 312780 312780 CONSULTING INCOME 900099 266955 266955 1135151 2288 2288 17220 18924 -1704 -1704 -1704 OTHER INCOME 900099 8938 8938 8938 2240444 1135151 0 9522 199020 164692 25963 8365 902329 749699 115438 37192 291236 236338 41521 13377 28048 16540 11508 220083 130497 89586 194735 107794 86941 116689 116689 438612 438612 43430 43430 10990 6640 4350 CONTRACTUAL 215113 215113 BANK FEES 13731 13731 2674016 2182614 432468 58934 795269 591060 483659 316188 78483 57306 412070 112054 263383 300016 1620794 1264570 151917 99457 312047 450793 82680 73742 546644 623992 X 1074150 640578 1074150 640578 1620794 1264570 -433572 0 X X 0 1 1 X 1 1 X 1856247 1828342 1815388 1918033 1651187 9069197 1856247 1828342 1815388 1918033 1651187 9069197 9069197 33954 18678 6349 3496 2288 64765 1451 8938 10389 9144351 0.99180 0.94930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 188744 19878 168866 223326 92176 131150 300016 LEASE INCENTIVE LIABILITY 73742 73742 2240444 2674016 -433572 -433572 2240444 0 2240444 0 2240444 2674016 0 2674016 0 2674016 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2009 THROUGH 2012 TAX YEARS ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES. X 1 1 X X 0 0 0 0 0 0 0 0 0 MARTHA ROHERTY 163743 0 0 0 960 0 0 0 34317 0 199020 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ELIGIBILITY - MEMBERS OF THE ASSOCIATION SHALL BE EITHER STATE GOVERNMENTAL UNITS WHICH HAVE SPECIFIC RESPONSIBILITY FOR PLANNING AND DEVELOPING OVERALL PROGRAMS FOR THE AGING FOR THEIR RESPECTIVE STATES, KNOWN AS UNIT MEMBERS, OR THEIR DULY DESIGNATED REPRESENTATIVES, WHO SHALL BE KNOWN AS INDIVIDUAL MEMBERS. SUCH UNITS SHALL BE CREATED BY AN ACTION OF THE STATE LEGISLATURE OR BY EXECUTIVE ORDER. NO STATE MAY HAVE MORE THAN TWO PERSONS AS EITHER INDIVIDUAL MEMBERS OR REPRESENTATIVES OF UNIT MEMBERS. THE TERM 'STATE' INCLUDES THE DISTRICT OF COLUMBIA, THE VIRGIN ISLANDS, PUERTO RICO, GUAM, AND AMERICAN SAMOA. ASSOCIATE MEMBERS - ONE DULY DESIGNATED REPRESENTATIVE OF ANY STATE UNIT NOT CREATED BY AN ACTION OF THE STATE LEGISLATURE OR EXECUTIVE ORDER MAY SUBMIT TO THE BOARD AN APPLICATION FOR ASSOCIATE MEMBERSHIP. ASSOCIATE MEMBERS SHALL BE ENTITLED TO FULL PRIVILEGES AND RESPONSIBILITIES EXCEPT THE POWER TO VOTE AND HOLD OFFICE. FORM 990, PART VI, SECTION A, LINE 7A VOTING - GENERALLY EACH INDIVIDUAL MEMBER SHALL HAVE ONE VOTE AND EACH UNIT MEMBER TWO VOTES IN MATTERS PERTAINING TO THE ASSOCIATION EXCEPT THAT NO STATE SHALL BE ENTITLED TO MORE THAN TWO VOTES IN THE ASSOCIATION. VOTING CANNOT BE DONE BY PROXY. 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 18 FORMS 1023 AND 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. 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.