2025-03-08T05:41:45-06:00 2024-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-07-01 273258188 National Association of Medicaid Directors NATI 2025598360 601 New Jersey Avenue NW 740 Washington DC 20001 Kate McEvoy Esq Executive Director 2025598360 2025-03-07 1 1 Amanda E Waterhouse P02014004 7038930300 2025-03-07 2023 2025-03-06 01:10:19Z Kate McEvoy Esq 601 New Jersey Avenue NW 740 Washington DC 20001 5750852 0 X https://medicaiddirectors.org/ X 2010 IL NAMD's mission is to support Medicaid Directors in administering the program in cost-effective, efficient and visionary ways that enable the over 80 million people served by Medicaid and consistently capitalize Medicaid throughout to achieve their best health and to thrive in their communities. 14 14 13 14 0 0 394647 257890 3764569 4649642 125935 128789 3362 6045 4288513 5042366 0 0 0 0 1611250 1986397 0 0 0 2529307 2576000 4140557 4562397 147956 479969 6414974 6933692 2935708 2702538 3479266 4231154 X The mission of NAMD is to help millions of people served by Medicaid by representing, elevating, and supporting state and territorial Medicaid and CHIPleaders in connecting eligible people to coverage, promoting access to care, providing high value services, and controlling program costs for sustainability. NAMD elevates thought leadership on policy opportunities and operations of the Medicaid and CHIP programs, amplifies the diverse perspectives of Medicaid and CHIP directors, and optimizes federal-state/territory partnerships to help millions live their healthiest lives. 0 0 2065686 1207809 Technical Assistance:Conducted technical assistance calls and webinars, open to all members, for NAMD provided technical assistance through calls and webinars that were open to all members, enabling issue discussions and fostering connections with a broad network of partners and stakeholders. NAMD staff published a weekly newsletter that highlighted critical issues and daily news, and it developed detailed analysis and issue papers for exclusive distribution to NAMD members. Throughout the year, NAMD focused on leadership development and capacity building for Medicaid Directors, senior staff, and agency managers through targeted programs. NAMD engaged over 500 state and territorial Medicaid leaders through an active framework of affinity groups. Led by designated members of the NAMD team, these groups met monthly to discuss specialized topics and share insights. Consistent communication with members was achieved and maintained through weekly leadership calls, monthly Board meetings, and weekly federal update calls. Additionally, NAMD conducted individual check-in calls with each Medicaid Director to review their programs and priorities, ensuring tailored support and guidance. 1846553 3447878 Conferences: NAMD hosted its annual membership conference in Scottsdale, AZ, in June 2024, which brought together more than 225 attendees representing all 56 states and territories. In October 2023, approximately 1,400 members of the Medicaid community gathered in Washington, DC, for NAMD's signature Fall Conference, with several participants joining virtually. The NAMD team managed all aspects of planning, agenda development, and follow-up activities for key components of these events, including the state-only meeting for NAMD members and senior staff. Both conferences featured several meetings, including Board discussions focused on organizational strategy and planning. 3912239 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 1 15 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 0 0 X Cherry Bekaert Advisory LLC 2025598360 601 New Jersey Avenue NW 740 Washington DC 20001 Lisa Lee President 2.00 X X 0 0 0 Melisa Byrd President-Elect 2.00 X X 0 0 0 Cindy Beane Immediate Past President 2.00 X X 0 0 0 Henry Lipman Board Finance Chair 0.50 X 0 0 0 Cheryl J Roberts Board Governance Chair 0.50 X 0 0 0 Juliet Charron West Board Member 0.50 X 0 0 0 Stacie Weeks West Board Member 0.50 X 0 0 0 Sarah Aker Midwest Board Member 0.50 X 0 0 0 Elizabeth Matney Midwest Board Member 0.50 X 0 0 0 Stephanie Azar South Board Member 0.50 X 0 0 0 Traylor Rains JD South Board Member 0.50 X 0 0 0 Ryan Moran East Board Member 0.50 X 0 0 0 Michelle Probert East Board Member 0.50 X 0 0 0 Gary Smith U.S. Territories Board Member 0.50 X 0 0 0 Kate McEvoy Esq Executive Director 35.00 X 269415 0 15288 Dianne Hasselman Deputy Executive Director 35.00 X 236176 0 24745 Lindsay Browning Director of Medicaid Programming 35.00 X 146647 0 34344 William Rollins Director of Federal Policy 35.00 X 138893 0 22190 Karen Seaver Hill Director of Member Engagement 35.00 X 149393 0 15869 Mary Moore Operations Director 35.00 X 172809 0 33235 1113333 0 145671 6 0 1 0 ARB Meetings & Events LLC 7220 Earhart Blvd New Orleans LA 70125 Conference management 145400 Rose Financial Solutions LLC 909 Rose Avenue North Bethesda MD 20820 Accounting 143696 ALCHEMEDIA 3276 Merchant Drive Bethlehem PA 18017 Lighting, tech for conferences 111252 3 257890 257890 Conferences and meetings 900099 3447878 3447878 Member dues 900099 712629 712629 Contract revenue 900099 487935 487935 Speaker fees 900099 1200 1200 4649642 180859 180859 656416 708486 -52070 -52070 -52070 CC Cash Back Rewards 900099 6045 6045 6045 5042366 4655687 0 128789 603257 531546 71711 1060546 940433 120113 80560 76382 4178 120124 113893 6231 121910 115587 6323 1309 1309 127468 127468 15958 15958 420931 253249 167682 83745 79406 4339 210595 199672 10923 306793 300572 6221 1348413 1301499 46914 17360 17360 9138 9138 Staff development 29250 29250 Professional dues 5040 5040 4562397 3912239 650158 0 1353564 647240 61541 1045017 10000 10391 93975 105007 114606 89375 35208 25231 3447647 3849132 1413039 1251674 6414974 6933692 407359 324124 960219 980295 1568130 1398119 2935708 2702538 X 3365905 3979446 113361 251708 3479266 4231154 6414974 6933692 X 479969 272129 -210 X 0 1 X 1 0 X 883773 1066721 956192 394647 257890 3559223 883773 1066721 956192 394647 257890 3559223 1359674 2199549 76204 52355 60813 140387 180859 510618 4069841 14547041 0.54050 0.59830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 114606 89375 25231 25231 Right-of-use asset - operating lease 1202745 Deposits 48929 1251674 Lease liability - operating lease 1398119 1398119 X 5298537 272129 272129 5026408 15958 15958 5042366 4546649 210 210 4546439 15958 15958 4562397 Part X, Line 2: Management has evaluated NAMD's tax positions and concluded that the financial statements do not include any uncertain tax positions. Part XII, Line 2d - Other Adjustments: Allowance for credit losses 210. X 0 0 0 0 0 0 0 0 0 Kate McEvoy Esq Executive Director 268859 0 0 0 556 0 5923 0 9365 0 284703 0 0 0 Dianne Hasselman Deputy Executive Director 235210 0 0 0 966 0 23521 0 1224 0 260921 0 0 0 Mary Moore Operations Director 171483 0 0 0 1326 0 15350 0 17885 0 206044 0 0 0 Lindsay Browning Director of Medicaid Programming 146377 0 0 0 270 0 14968 0 19376 0 180991 0 0 0 Karen Seaver Hill Director of Member Engagement 148120 0 0 0 1273 0 14812 0 1057 0 165262 0 0 0 William Rollins Director of Federal Policy 138644 0 0 0 249 0 13420 0 8770 0 161083 0 0 0 Form 990, Part VI, Section A, line 6 NAMD is an association composed of directors, administrators, and deputies responsible for the administration of the Medicaid program in each state, U.S. territories and the District of Columbia jurisdictions. Form 990, Part VI, Section A, line 7a The members of the Association elect the President, Vice President, Finance Chair, Governance chair, and eight (8) Regional Members and one Territorial Representative. Form 990, Part VI, Section A, line 7b At any time at which there are at least fifteen (15) Members in good standing, the Members in good standing shall have the exclusive power to: (a) Approve amendments to the Articles of Incorporation and Bylaws of the Corporation proposed by the Board of Directors. (b) Approve the sale, lease, exchange, or disposition of all or substantially all of the property and assets of the Corporation. (c) Approve the voluntary dissolution of the Corporation or the merger or consolidation of the Corporation with another corporation. (d) Approve the Corporation's position on key issues (as determined by the Board of Directors) concerning the Medicaid program. Form 990, Part VI, Section B, line 11b The 990 is prepared by an accounting firm and is reviewed and signed by the NAMD Executive Director. The organization will provide a draft 990 to the Finance Committee and entire Board of Directors prior to filing with the IRS. Form 990, Part VI, Section B, line 12c Annual conflict of interest policy is reviewed and signed by the Board of Directors. Form 990, Part VI, Section B, line 15a The Board of Directors annually evaluates the performance of the Executive Director and sets the salary and any bonus. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy, and financial statements are not available to the public. Form 990, Part XI, line 9: Allowance for credit losses -210.