NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (EIN 83-0211970)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202601359349301715
- Schema version
- 2024v5.5
- 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 | 2026-05-15T06:46:37-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1200 | AddressLine1Txt |
| Address Line2 | WEST | AddressLine2Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830211970 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF STUDENT | BusinessNameLine1Txt |
| Business Name Line2 | FINANCIAL AID ADMINISTRATORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2027850453 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PENNSYLVANIA AVE NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELANIE E STOREY | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2027850453 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN CRANMER | PreparerPersonNm |
| PTIN | P01712644 | PTIN |
| Phone | 2023319880 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MELANIE E STOREY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PENNSYLVANIA AVE NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,289,394 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NASFAA.ORG | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | DEVELOPMENT FOR FINANCIAL AID ADMINISTRATORS; ADVOCATES FOR PUBLIC POLICIES THAT INCREASE STUDENT ACCESS AND SUCCESS; SERVES AS A FORUM ON STUDENT FINANCIAL AID ISSUES, AND IS COMMITTED TO DIVERSITY THROUGHOUT ALL ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 67 | TotalEmployeeCnt |
| Total Volunteers | 365 | TotalVolunteersCnt |
| Total Gross UBI | $293,302 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $30,320 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,690,214 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,247,953 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,210,221 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,957,575 | CYProgramServiceRevenueAmt |
| PY Investment Income | $551,641 | PYInvestmentIncomeAmt |
| CY Investment Income | $857,067 | CYInvestmentIncomeAmt |
| PY Other Revenue | $337,646 | PYOtherRevenueAmt |
| CY Other Revenue | $289,542 | CYOtherRevenueAmt |
| PY Total Revenue | $14,789,722 | PYTotalRevenueAmt |
| CY Total Revenue | $15,352,137 | 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 | $6,078,623 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,319,896 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,433,695 | PYOtherExpensesAmt |
| CY Other Expenses | $7,342,869 | CYOtherExpensesAmt |
| PY Total Expenses | $13,512,318 | PYTotalExpensesAmt |
| CY Total Expenses | $13,662,765 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,277,404 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,689,372 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,689,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,071,895 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,888,819 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,156,345 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,800,905 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,915,550 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DEVELOPMENT FOR FINANCIAL AID ADMINISTRATORS; ADVOCATES FOR PUBLIC POLICIES THAT INCREASE STUDENT ACCESS AND SUCCESS; SERVES AS A FORUM ON STUDENT FINANCIAL AID ISSUES, AND IS COMMITTED TO DIVERSITY THROUGHOUT ALL ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,142,967 | ExpenseAmt |
| Revenue | $10,244,209 | RevenueAmt |
| Desc | MEMBERSHIP SERVICES:THIS IS THE UMBRELLA FOR A VARIETY OF INITIATIVES FOCUSED ON MEETING NASFAA'S STRATEGIC INITIATIVE OF PROVIDING PROACTIVE EDUCATION OPPORTUNITIES AND RESEARCH INFORMATION. IT ALSO PROVIDES FOR TRAVEL, MEALS AND LODGING FOR THE VARIOUS VOLUNTEER COMMITTEES AND BOARDS, PRINTING AND MAILING OF PUBLICATIONS INCLUDING A MAGAZINE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,288,394 | ExpenseAmt |
| Desc | BOARD DESIGNATED FUND EXPENSES:OPERATING RESERVE FUND - THIS FUND HAS BEEN ESTABLISHED TO MEET UNUSUAL INCOME SHORT-FALLS, OR TO HELP PROPERLY TERMINATE OPERATIONS IF THE ASSOCIATION WERE DISSOLVED.PROJECT DEVELOPMENT FUND - THIS FUND HAS BEEN ESTABLISHED TO HELP FUND NEW INITIATIVES AND DEVELOPMENT OF NEW PROGRAMS.STRATEGIC TECHNOLOGY FUND - THIS FUND WAS ESTABLISHED TO UNDERWRITE NEW TECHNOLOGY INITIATIVES AND INVEST IN TECHNOLOGY UPGRADES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,390 | ExpenseAmt |
| Desc | GRANTS: RECEIVED ARE USED FOR VARIOUS INITIATIVE SUCH AS EDUCATING THE PUBLIC, COLLEAGUES, AND CONGRESSIONAL MEMBERS ABOUT RELEVANT TOPICS IN FEDERAL STUDENT AID THROUGH RESEARCH AND ADVOCACY WORK. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $489,906 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $489,906 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $10,951,657 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 67 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH MAGLIONE INTERIM PRESIDENT AND CEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027850453 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PENNSYLVANIA AVE NW NO 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| KRISTI L JOVELL | |||||||||
| NATIONAL CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HEIDI A CARL | |||||||||
| NATIONAL CHAIR-ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HELEN FAITH | |||||||||
| PAST NATIONAL CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANETTE BURGESS | |||||||||
| REGIONAL REPRESENTATIVE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMANDA CORNELIUS | |||||||||
| REGIONAL REPRESENTATIVE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KELLI ENGELHARDT MSPR MBA | |||||||||
| REGIONAL REPRESENTATIVE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMANDA FIJAL MED | |||||||||
| REGIONAL REPRESENTATIVE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEIGH ANN HUSSEY | |||||||||
| REGIONAL REPRESENTATIVE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AUDRA D MAIN BLS MALS | |||||||||
| REGIONAL REPRESENTATIVE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID B ALEXANDER | |||||||||
| REPRESENTATIVE-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SARAH B EVERITT | |||||||||
| REPRESENTATIVE-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SILVIA E MARQUEZ | |||||||||
| REPRESENTATIVE-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTAL D WILLIAMS MBA MSOD | |||||||||
| REPRESENTATIVE-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALEX DELONIS | |||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHARON J OLIVER | |||||||||
| DIVERSITY OFFICER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MELET LEAFGREEN | |||||||||
| BOARD SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHANNON L CROSSLAND | |||||||||
| REPRESENTATIVE-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMY D CABLE | |||||||||
| REPRESENTATIVE-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH MAGLIONE | |||||||||
| INTERIM PRESIDENT & CEO | 40.00 | $302,888 | $0 | $61,259 | Yes (X) | ||||
| MINDY ELINE | |||||||||
| VICE PRESIDENT | 40.00 | $208,380 | $0 | $49,436 | Yes (X) | ||||
| DANA KELLY | |||||||||
| VICE PRESIDENT | 40.00 | $174,242 | $0 | $40,040 | Yes (X) | ||||
| KAREN MCCARTHY | |||||||||
| VICE PRESIDENT | 40.00 | $158,752 | $0 | $44,674 | Yes (X) | ||||
| SYDNEY EVANS | |||||||||
| CHIEF OF STAFF | 40.00 | $119,518 | $0 | $25,200 | Yes (X) | ||||
| DAVID FUTRELL | |||||||||
| DIRECTOR OF INSTITUTIONAL COMPLIANCE | 40.00 | $125,895 | $0 | $28,880 | Yes (X) | ||||
| TAMMY HARRISON | |||||||||
| DIRECTOR OF CLIENT SERVICES | 40.00 | $254,451 | $0 | $26,923 | Yes (X) | ||||
| CARRIE CONRAD | |||||||||
| VICE PRESIDENT | 40.00 | $147,917 | $0 | $42,697 | Yes (X) | ||||
| DAVID PAGE | |||||||||
| SENIOR BUSINESS DEVELOPMENT SPECIALIST | 40.00 | $204,128 | $0 | $24,368 | Yes (X) | ||||
| JUSTIN DRAEGER | |||||||||
| PRESIDENT & CEO | 40.00 | $278,894 | $0 | $45,110 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,975,065 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $388,587 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEVY RESTAURANTS LIMITED PARTNERSHIP | |||||
| 980 NORTH MICHIGAN AVENUE SUITE 50 | CHICAGO | IL | 60611 | FOOD AND BEVERAGE FOR 2024 NATIONAL CONF | $348,471 |
| CHERRY BEKAERT ADVISORY LLC | |||||
| 200 SOUTH 10TH STREET | RICHMOND | VA | 23219 | OUTSOURCED ACCOUNTING | $297,310 |
| COMPLETE NETWORK INTEGRATION INC | |||||
| 4805 LAKE BROOK DRIVE SUITE 150 | GLEN ALLEN | VA | 23060 | OUTSOURCED IT SERVICES | $258,609 |
| MODERN SIGNAL LLC | |||||
| PO BOX 16380 | BALTIMORE | MD | 21210 | WEB DESIGN 7 DATABASE DEVELOPMENT | $198,858 |
| MAC PRODUCTIONS INC | |||||
| 252 PIKE STREET | COVINGTON | KY | 41011 | AUDIO/VISUAL SERVICES AT THE 2023 NATION | $198,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,281,156 | GovernmentGrantsAmt |
| All Other Contributions | $1,966,797 | AllOtherContributionsAmt |
| Total Contributions | $3,247,953 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $5,948,618 | $5,948,618 | |
| CONFERENCE | 900099 | $3,127,171 | $2,413,805 | $713,366 |
| PROFESSIONAL DEVELOPMENT | 900099 | $1,553,616 | $1,553,616 | |
| EXECUTIVE LEADERSHIP COLLECTIVE | 900099 | $256,892 | $256,892 | |
| SERVICES CONTRACTS & OT | 900099 | $71,278 | $71,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,957,575 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $782,439 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,760 | UnrelatedBusinessRevenueAmt |
| Exclusion | $778,679 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,885 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$62,743 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,628 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,628 | TotalRevenueColumnAmt |
| Exclusion | $74,628 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEBSITE ADVERTISING | Desc |
| Business | 900004 | BusinessCd |
| Total Revenue Column | $289,542 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $289,542 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $289,542 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,352,137 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,244,209 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $293,302 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,566,673 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,203,935 | TotalAmt |
| Program Services | $781,904 | ProgramServicesAmt |
| Management And General | $422,031 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,660,201 | TotalAmt |
| Program Services | $3,474,856 | ProgramServicesAmt |
| Management And General | $185,345 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,361 | TotalAmt |
| Program Services | $488,479 | ProgramServicesAmt |
| Management And General | $41,882 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,312 | TotalAmt |
| Program Services | $459,847 | ProgramServicesAmt |
| Management And General | $50,465 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,087 | TotalAmt |
| Program Services | $361,255 | ProgramServicesAmt |
| Management And General | $53,832 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,680 | TotalAmt |
| Program Services | $16,414 | ProgramServicesAmt |
| Management And General | $16,266 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,900 | TotalAmt |
| Management And General | $30,900 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,404 | TotalAmt |
| Program Services | $56,742 | ProgramServicesAmt |
| Management And General | $28,662 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010,044 | TotalAmt |
| Program Services | $671,070 | ProgramServicesAmt |
| Management And General | $338,974 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,224 | TotalAmt |
| Program Services | $191,041 | ProgramServicesAmt |
| Management And General | $183 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $934,180 | TotalAmt |
| Program Services | $844,381 | ProgramServicesAmt |
| Management And General | $89,799 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,386 | TotalAmt |
| Program Services | $957,386 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,273 | TotalAmt |
| Program Services | $643,737 | ProgramServicesAmt |
| Management And General | $150,536 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,673,547 | TotalAmt |
| Program Services | $1,496,161 | ProgramServicesAmt |
| Management And General | $177,386 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,500 | TotalAmt |
| Program Services | $169,263 | ProgramServicesAmt |
| Management And General | $8,237 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,448 | TotalAmt |
| Program Services | $31,625 | ProgramServicesAmt |
| Management And General | $3,823 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EMC EXPENSES | $1,192,093 | $95,678 | $1,096,415 |
| HONORARIUM AND AWARDS | $146,889 | $139,473 | $7,416 |
| DUES & SUBSCRIPTIONS | $68,317 | $59,805 | $8,512 |
| TAXES | $744 | $300 | $444 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,240 | TotalAmt |
| Program Services | $12,240 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,662,765 | TotalAmt |
| Program Services | $10,951,657 | ProgramServicesAmt |
| Management And General | $2,711,108 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,985 | BOYAmt |
| EOY | $1,970 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,416,484 | BOYAmt |
| EOY | $7,547,806 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,825 | BOYAmt |
| EOY | $397,676 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,863 | BOYAmt |
| EOY | $362,372 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,834,922 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,472,409 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,955 | BOYAmt |
| EOY | $362,513 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,889,727 | BOYAmt |
| EOY | $15,219,241 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,831,181 | BOYAmt |
| EOY | $5,315,030 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,428,704 | BOYAmt |
| EOY | $865,287 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,689,724 | BOYAmt |
| EOY | $30,071,895 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,687,126 | BOYAmt |
| EOY | $2,072,032 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,468,323 | BOYAmt |
| EOY | $5,268,709 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,733,370 | BOYAmt |
| EOY | $815,604 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,888,819 | BOYAmt |
| EOY | $8,156,345 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,182,896 | BOYAmt |
| EOY | $20,568,810 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,009 | BOYAmt |
| EOY | $1,346,740 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,800,905 | BOYAmt |
| EOY | $21,915,550 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,689,724 | BOYAmt |
| EOY | $30,071,895 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,689,372 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,405,832 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $19,441 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,662,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,921,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $944,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,690,214 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,247,953 | CurrentTaxYearAmt |
| Total | $16,466,864 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,091,389 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,763,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,317,224 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,520,677 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,957,575 | CurrentTaxYearAmt |
| Total | $39,650,034 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,753,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,684,960 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,261,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,210,891 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,205,528 | CurrentTaxYearAmt |
| Total | $56,116,898 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $632,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $18,352 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,638,192 | CurrentTaxYearAmt |
| Total | $2,289,197 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $632,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $18,352 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,638,192 | CurrentTaxYearAmt |
| Total | $2,289,197 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $53,827,701 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $200,515 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $631,224 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $376,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $480,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $853,307 | CurrentTaxYearAmt |
| Total | $2,541,403 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $208,676 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $254,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $108,807 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $293,302 | CurrentTaxYearAmt |
| Total | $932,669 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $409,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $885,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $485,070 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $547,807 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,146,609 | CurrentTaxYearAmt |
| Total | $3,474,072 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,162,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,570,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,746,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,758,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,352,137 | CurrentTaxYearAmt |
| Total | $59,590,970 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90330 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93550 | PublicSupportPY509Pct |
| Investment Income CY | 0.05830 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05190 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,040,631 | BeginningYearBalanceAmt |
| Contributions | $299,119 | ContributionsAmt |
| Other Expenditures | $1,052,971 | OtherExpendituresAmt |
| End Year Balance | $6,286,779 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,170,354 | BeginningYearBalanceAmt |
| Contributions | $1,522,870 | ContributionsAmt |
| Other Expenditures | $652,593 | OtherExpendituresAmt |
| End Year Balance | $7,040,631 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,471,537 | BeginningYearBalanceAmt |
| Contributions | $106,555 | ContributionsAmt |
| Other Expenditures | $407,738 | OtherExpendituresAmt |
| End Year Balance | $6,170,354 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,729,138 | BeginningYearBalanceAmt |
| Contributions | $372,946 | ContributionsAmt |
| Other Expenditures | $630,547 | OtherExpendituresAmt |
| End Year Balance | $6,471,537 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,778,852 | BeginningYearBalanceAmt |
| Contributions | $820,555 | ContributionsAmt |
| Other Expenditures | $870,269 | OtherExpendituresAmt |
| End Year Balance | $6,729,138 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $725,981 | OtherCostOrOtherBasisAmt |
| Depreciation | $494,070 | DepreciationAmt |
| Book Value | $231,911 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,108,941 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,978,339 | DepreciationAmt |
| Book Value | $130,602 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $362,513 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN SUBSIDIARY - BLUE ICON ADVISORS, LLC | $1,456,393 | F |
| TREASURY BILLS | $2,562,841 | F |
| INVESTMENTS HELD AT NAV | $1,295,796 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,315,030 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $139,907 |
| LEASE LIABILITY | $675,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $815,604 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ASSOCIATION HAS DESIGNATED CERTAIN NET ASSETS FOR SPECIFIC PURPOSES. AMOUNTS DESIGNATED MAY BE EXTENDED, ADJUSTED OR DESIGNATED AT THE DISCRETION OF THE BOARD OF DIRECTORS. |
| PART X, LINE 2: | INCOME TAXES - NASFAA IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). IN ADDITION, NASFAA QUALIFIES FOR CHARITABLE CONTRUBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. UNDER CURRENT INTERNAL REVENUE SERVICE (IRS) REGULATIONS, ADVERTISING REVENUE EARNED IN THE PUBLICATIONS IS SUBJECT TO UNRELATED BUSINESS INCOME TAX. FOR THE YEAR ENDED JUNE 30, 2025, NASFAA HAD $8,149 INCOME TAX EXPENSE ON UNRELATED BUSINESS INCOME. NASFAA HAD PREPAID APPROXIMATELY $100,424 FOR FEDERAL AND LOCAL TAXES DURING THE YEAR ENDED JUNE 30, 2025, AND AFTER THE AFOREMENTIONED TAXES DUE IN 2025, $92,275 WAS REMAINING AND INCLUDED IN PREPAID EXPENSES AND DEPOSITS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION AT JUNE 30, 2025. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATION FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2021. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,295,796 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,295,796 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,295,796 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH MAGLIONE | ||||||||||||||
| INTERIM PRESIDENT & CEO | $292,388 | $0 | $10,500 | $0 | $0 | $0 | $35,750 | $0 | $25,509 | $0 | $364,147 | $0 | $0 | $0 |
| JUSTIN DRAEGER | ||||||||||||||
| PRESIDENT & CEO | $253,333 | $0 | $0 | $0 | $25,561 | $0 | $29,651 | $0 | $15,459 | $0 | $324,004 | $0 | $0 | $0 |
| TAMMY HARRISON | ||||||||||||||
| DIRECTOR OF CLIENT SERVICES | $254,451 | $0 | $0 | $0 | $0 | $0 | $13,100 | $0 | $13,823 | $0 | $281,374 | $0 | $0 | $0 |
| MINDY ELINE | ||||||||||||||
| VICE PRESIDENT | $202,530 | $0 | $5,850 | $0 | $0 | $0 | $23,712 | $0 | $25,724 | $0 | $257,816 | $0 | $0 | $0 |
| DAVID PAGE | ||||||||||||||
| SENIOR BUSINESS DEVELOPMENT SPECIALI | $202,043 | $0 | $2,085 | $0 | $0 | $0 | $10,564 | $0 | $13,804 | $0 | $228,496 | $0 | $0 | $0 |
| DANA KELLY | ||||||||||||||
| VICE PRESIDENT | $169,142 | $0 | $5,100 | $0 | $0 | $0 | $20,672 | $0 | $19,368 | $0 | $214,282 | $0 | $0 | $0 |
| KAREN MCCARTHY | ||||||||||||||
| VICE PRESIDENT | $154,340 | $0 | $4,412 | $0 | $0 | $0 | $19,045 | $0 | $25,629 | $0 | $203,426 | $0 | $0 | $0 |
| CARRIE CONRAD | ||||||||||||||
| VICE PRESIDENT | $143,477 | $0 | $4,440 | $0 | $0 | $0 | $17,190 | $0 | $25,507 | $0 | $190,614 | $0 | $0 | $0 |
| DAVID FUTRELL | ||||||||||||||
| DIRECTOR OF INSTITUTIONAL COMPLIANCE | $124,664 | $0 | $1,231 | $0 | $0 | $0 | $14,970 | $0 | $13,910 | $0 | $154,775 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | NASFAA PAID MERIT-BASED BONUSES TO ITS EMPLOYEES, INCLUDING THE PRESIDENT AND EXECUTIVE VICE PRESIDENT, WHO ARE LISTED ON PART VII DURING CALENDAR YEAR 2024. THESE AMOUNTS WERE NOT CONTINGENT ON THE EARNINGS OR REVENUE OF THE ORGANIZATION OR A RELATED ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | NASFAA HAS MEMBERS, AS DEFINED BY OUR BYLAWS. NASFAA HAS TWO CLASSES OF MEMBERS, NAMELY INSTITUTIONAL MEMBERS (VOTING) AND ASSOCIATE MEMBERS (NON-VOTING). INSTITUTIONAL MEMBERS INCLUDE MORE THAN 2,800 POST-SECONDARY SCHOOLS. NON-VOTING ASSOCIATE MEMBERS INCLUDE APPROXIMATELY 160 ORGANIZATIONS THAT SUPPORT OR PROMOTE STUDENT FINANCIAL AID OR PROVIDE SERVICES TO SCHOOLS OR STUDENTS AND EXHIBIT AT NASFAA'S ANNUAL CONFERENCE. |
| FORM 990, PART VI, SECTION A, LINE 7A | USING AN ONLINE FORM, NASFAA MEMBERS MAY NOMINATE COLLEAGUES WHO QUALIFY FOR POSITIONS ON THE NASFAA BOARD OF DIRECTORS, SUCH AS REPRESENTATIVES-AT-LARGE OR AS THE NATIONAL CHAIR. MEMBERS MAY ALSO BE NOMINATED TO SERVE ON THE NOMINATIONS AND ELECTIONS COMMITTEE. THE NOMINATIONS AND ELECTIONS COMMITTEE REVIEWS ALL NOMINATIONS AND PREPARES A SLATE OF CANDIDATES FOR THE ASSOCIATION'S ELECTIONS. ELECTIONS ARE HELD IN THE SPRING FOR THE UPCOMING FISCAL YEAR. TERMS OF APPOINTMENT VARY BY POSITION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ONLY DECISION OF THE BOARD THAT REQUIRED MEMBER RATIFICATION IS AN UPDATE OF ARTICLES OF INCORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY WITHOUT THE EXPRESS CONSENT OF THE BOARD OF DIRECTORS. DURING SUCH INSTANCES, MINUTES ARE KEPT TO DOCUMENT ACTIONS TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 11B | UPON COMPLETION OF THE ANNUAL AUDIT, AN INDEPENDENT OUTSIDE TAX ACCOUNTANT PREPARES THE FORM 990 THAT IS REVIEWED BY THE FINANCIAL AFFAIRS COMMITTEE AND MADE AVAILABLE TO THE BOARD OF DIRECTORS, THEN SIGNED BY THE PRESIDENT & CEO AND SUBMITTED TO THE APPROPRIATE TAXING AGENCIES AND ANY OTHER ENTITIES REQUIRING A COPY (STATE SOLICITATION REGISTRATION AGENCIES, ETC.). |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE START OF EACH NEW BOARD YEAR (EACH JULY), ALL BOARD MEMBERS-NOT JUST NEW MEMBERS-ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY. ANY POTENTIAL CONFLICTS LISTED ON THOSE FORMS ARE SUBMITTED TO THE NATIONAL CHAIR FOR REVIEW. THE ENTIRE LIST OF DECLARED CONFLICTS IS ALSO SHARED WITH THE ENTIRE BOARD. FOLLOW UP WITH INDIVIDUAL DIRECTORS IS DONE AS NEEDED, IF THE DISCLOSED CONFLICTS HAVE THE POTENTIAL TO PLACE THE ASSOCIATION AT RISK. BOARD POLICY STATES THAT IF ANY NEW CONFLICTS ARISE DURING THE YEAR, THE MEMBER MUST INFORM THE CHAIR PROMPTLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | UNLESS OTHERWISE REQUESTED BY THE BOARD OF DIRECTORS ("BOARD"), THE THREE PRESIDING OFFICERS OF THE ASSOCIATION (THE NATIONAL CHAIRS) WILL WORK WITH NASFAA LEGAL COUNSEL IN DRAFTING, CHANGING AND SIGNING A CONTRACT WITH THE CEO. COMPENSATION GUIDELINES ARE NORMALLY OUTLINED IN THE EMPLOYMENT CONTRACT AND ULTIMATELY DETERMINED BY THE NATIONAL CHAIRS AFTER SEEKING APPROPRIATE INPUT FROM THE BOARD AND EXAMINING INDUSTRY SALARY AND BENEFIT BENCHMARKS. THE ENTIRE BOARD SHALL BE APPRISED OF THE CHAIR'S FORMAL EVALUATION NEAR THE END OF EACH FISCAL YEAR. INDIVIDUAL BOARD MEMBERS WITH QUESTIONS REGARDING PROVISIONS OF THE CONTACT OR EXECUTIVE COMPENSATION ARE WELCOME TO DISCUSS THESE ITEMS PRIVATELY WITH A MEMBER OF THE TRIUMVIRATE. |
| FORM 990, PART VI, SECTION C, LINE 19 | NASFAA'S GOVERNING DOCUMENTS AND AUDITED FINANCIAL ARE AVAILABLE TO NASFAA MEMBERS (LOG IN REQUIRED) ON THEIR WEBSITE PORTAL. |
| FORM 990, PART XI, LINE 9: | EARNINGS OF SUBSIDIARY 19,441. |
| FORM 990, PART XII, LINE 2C: | THE BY-LAWS OF THE ASSOCIATION STATE THAT THE ASSOCIATION'S FINANCES SHALL BE AUDITED AT THE CONCLUSION OF EACH OF THE ASSOCIATION'S FISCAL YEARS AT THE DIRECTION OF THE BOARD OF DIRECTORS. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE ICON ADVISORS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PENNSYLVANIA AVE STE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352663143 | EIN |
| Primary Activities | CONSULTING SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS AND SUBSIDIARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $4,071,328 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,880,778 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BLUE ICON ADVISORS | ||
| A | $3,760 | COST |
| BLUE ICON ADVISORS | ||
| D | $53,897 | COST |