2023-10-18T12:16:14-05:00 2022-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2022-01-01 431097957 NATIONAL ABORTION FEDERATION NATI 2026675881 PO BOX 100 ANNAPOLIS JUNCTION MD 207010416 VERONICA JONES CHIEF OPERATING OFFICER 2026675881 2023-10-10 1 VERONICA JONES 999009999 1 GLENN MILLER CPA P00086726 7035190990 2023-10-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X VERONICA JONES PO BOX 100 ANNAPOLIS JUNCTION MD 207010416 24816708 0 X PROCHOICE.ORG X 1977 MO TO UNITE, REPRESENT, SERVE, AND SUPPORT ABORTION PROVIDERS IN DELIVERING PATIENT-CENTERED, EVIDENCE-BASED CARE. 19 19 39 51 0 0 10492499 6981453 446462 728417 753 154760 8166 35 10947880 7864665 0 252000 0 0 3414932 3371516 72000 78000 431873 2336265 4012478 5823197 7713994 5124683 150671 17132596 18773266 2561299 4471529 14571297 14301737 X THE MISSION OF THE NATIONAL ABORTION FEDERATION IS TO UNITE, REPRESENT, SERVE, AND SUPPORT ABORTION PROVIDERS IN DELIVERING PATIENT-CENTERED, EVIDENCE-BASED CARE. 0 0 2321439 252000 475841 TRAINING AND PROFESSIONAL EDUCATION: NAF PROVIDES THE LEADING ABORTION-SPECIFIC ONGOING PROGRAM OF ACCREDITED CONTINUING MEDICAL EDUCATION FOR PHYSICIANS AND OTHER HEALTH CARE PROFESSIONALS. IN ADDITION TO OUR ANNUAL MEETING AND OUR REGIONAL TRAINING PROGRAMS, NAF ALSO SPONSORS OTHER WORKSHOPS AND WEB-BASED RESOURCES ON CLINICALLY RELEVANT TOPICS. NAF'S EDUCATION PROGRAMS ARE RECOGNIZED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION AND ARE REGULARLY APPROVED FOR PHYSICIAN CREDIT BY THE AMERICAN COLLEGE OF OBSTETRICIANS AND GYNECOLOGISTS; THE AMERICAN MEDICAL ASSOCIATION; AND THE AMERICAN ACADEMY OF FAMILY PHYSICIANS; AND FOR NURSING CREDIT BY THE CALIFORNIA BOARD OF REGISTERED NURSING. 2090155 0 252576 MEMBERSHIP SERVICES: NAF SETS THE STANDARDS FOR QUALITY ABORTION CARE THROUGH OUR EVIDENCE BASED CLINICAL POLICY GUIDELINES (CPGS). FIRST PUBLISHED IN 1996, NAF'S CPGS ARE UPDATED AND REISSUED ANNUALLY IN ORDER TO HELP PROVIDERS STAY CURRENT IN ABORTION PRACTICE AND PROVIDE THE HIGHEST QUALITY ABORTION CARE. OUR QUALITY ASSURANCE AND IMPROVEMENT (QAI) PROGRAM INCLUDES SITE VISITS TO ASSESS MEMBERS COMPLIANCE WITH THE CPGS, AND PROVIDES TECHNICAL ASSISTANCE AND TRAINING TO HELP PROVIDERS MEET REGULATORY REQUIREMENTS. WE DEVELOP AND DISSEMINATE RESEARCH BASED PROTOCOLS AND CLINICAL PUBLICATIONS TO OUR MEMBERS ON CURRENT MEDICAL ISSUES. OUR GROUP PURCHASING PROGRAM HELPS CLINICS STAY OPEN SO WOMEN CAN ACCESS QUALITY ABORTION CARE. 761221 0 0 PUBLIC AFFAIRS, GOVERNMENT RELATIONS, AND LEGAL: NAF USES OUR WEBSITE, MEDIA RELATIONS PROGRAM, SOCIAL MEDIA, AND PATIENT EDUCATION MATERIALS TO EDUCATE THE PUBLIC ABOUT ABORTION AND ACCESS ISSUES. NAF WORKS TO ENSURE THE VOICES OF ABORTION PROVIDERS AND WOMEN WHO CHOOSE ABORTION CARE ARE PART OF THE PUBLIC DEBATE ABOUT ABORTION POLICIES. NAF PARTICIPATES IN NUMEROUS MEDIA INTERVIEWS, WRITES OP-EDS AND LETTERS TO THE EDITOR, AND PROVIDES BACKGROUND INFORMATION AND MEDICAL EXPERTISE TO GOVERNMENT OFFICIALS, REGULATORY BOARDS, AND THE MEDIA. NAF PROVIDES INFORMATION ON LEGAL AND REGULATORY ISSUES TO OUR MEMBERSHIP AND DEVELOPS SPECIALIZED LEGAL PUBLICATIONS TO MEET OUR MEMBERS' NEEDS. 522421 0 0 CLINIC SECURITY/LAW ENFORCEMENT EDUCATION: NAF PROVIDES MEMBERS WITH ESSENTIAL SECURITY SERVICES SUCH AS ON-SITE STAFF TRAININGS; HOME AND FACILITY SECURITY ASSESSMENTS; OPPOSITION RESEARCH; TECHNICAL ASSISTANCE; AND EMERGENCY SUPPORT. WE ALSO ADVOCATE, EDUCATE, AND COLLABORATE WITH LOCAL AND NATIONAL LAW ENFORCEMENT TO ENSURE EFFECTIVE LAW ENFORCEMENT RESPONSE TO THREATS AND VIOLENCE AND TO IMPROVE PROVIDER AND PATIENT SAFETY. 32586 0 0 ACCESS INITIATIVE: OUR ACCESS INITIATIVE PROVIDES TOOLS AND EDUCATIONAL RESOURCES FOR ADVANCED PRACTICE CLINICIANS, MEDICAL STUDENTS, RESIDENTS, AND OTHER HEALTH CARE PROFESSIONALS TO EXPAND THEIR SCOPE OF PRACTICE AND OFFER ABORTION CARE. OUR NATIONAL SYMPOSIA CONVENE EXPERTS AND PRACTITIONERS IN THE FIELD TO DEVELOP RECOMMENDATIONS TO ADDRESS BARRIERS AND IMPROVE WOMEN'S ACCESS TO ABORTION CARE. WE ALSO HAVE A PROMINENT SECTION OF OUR WEBSITE DEVOTED TO EDUCATING WOMEN ABOUT PREGNANCY OPTIONS AND HELPING WOMEN FIND PROVIDERS OFFERING QUALITY CARE. 2442 0 0 CANADIAN PROGRAM: NAF ESTABLISHED A CANADIAN PROGRAM TO PROVIDE DIRECT SERVICES AND TECHNICAL ASSISTANCE TO NAF MEMBERS IN CANADA AND TO ENSURE CANADIAN WOMEN HAVE ACCESS TO THE ABORTION CARE THEY NEED. WE WORK TO EDUCATE GOVERNMENT OFFICIALS AND THE MEDIA ABOUT BARRIERS TO ABORTION ACCESS AND DEVELOP STRATEGIES AND PROGRAMS TO INCREASE WOMEN'S ACCESS TO QUALIFY ABORTION CARE. WE ALSO PROVIDE CONTINUING MEDICAL EDUCATION IN ABORTION CARE AT NAF-SPONSORED CONFERENCES AND THE MEETINGS OF OTHER CANADIAN MEDICAL ORGANIZATIONS. 557449 0 0 5730264 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 41 0 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 AK AL AR CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY NV OH OK OR PA RI SC TN UT VA WA WI WV X VERONICA JONES 2026675881 PO BOX 100 ANNAPOLIS JUNCTION MD 207010416 LORI WILLIAMS MSN WHNPC APRN CHAIR 4.00 1.00 X X 0 0 0 LORIE CHAITEN JD CHAIR-ELECT 4.00 1.00 X X 0 0 0 DALTON JOHNSON MBA TREASURER 4.00 X X 0 0 0 JUSTIN T DIEDRICH MD BOARD MEMBER 4.00 X X 0 0 0 MELISSA GRANT SECRETARY (START DEC 2022) 4.00 X 0 0 0 ANGEL FOSTER DPHIL MD AM SECRETARY (THRU DEC 2022) 4.00 X 0 0 0 KERSHA DEIBEL MPH MSW BOARD MEMBER 4.00 X 0 0 0 LIN-FAN WANG MD BOARD MEMBER 4.00 X 0 0 0 JULIA MCDONALD DO MPH BOARD MEMBER 4.00 X 0 0 0 TRAM NGUYEN MHA MBA BOARD MEMBER 4.00 X 0 0 0 BRENDA PEREDA MD MS BOARD MEMBER 4.00 X 0 0 0 LISA PERRIERA MD MPH BOARD MEMBER 4.00 X 0 0 0 SARAH WARD PRAGER MD MAS BOARD MEMBER 4.00 X 0 0 0 ROLANDA RYAN RN MHSA BOARD MEMBER 4.00 X 0 0 0 TARHONDA SLYDELL BSN MBA-HCA BOARD MEMBER 4.00 X 0 0 0 MARIA MERCEDES VIVAS MD MPH BOARD MEMBER 4.00 X 0 0 0 KATIE WATSON JD BOARD MEMBER 4.00 X 0 0 0 TIFFANY HAILSTORKS MD MPH BOARD MEMBER 4.00 X 0 0 0 JOHN C MARKLEY MD MPH BOARD MEMBER 4.00 X 0 0 0 SUSAN TALCOTT CAMP CHIEF LEGAL AND STRATEGY OFFICER 40.00 X 261327 0 35585 VERONICA JONES CHIEF OPERATING OFFICER 20.00 20.00 X 286417 0 27212 MELISSA FOWLER CHIEF PROGRAM OFFICER 40.00 X 231331 0 26365 LAURA CRAIG MASON DIRECTOR OF IT STRATEGY 40.00 X 141370 0 10571 REESA ROBERTS SENIOR DIRECTOR, CLINICAL SERVICES 40.00 X 163587 0 21909 KRISTAN DAVIS SENIOR DIRECTOR, LEARNING & INSTRUCTIONAL DESIGN 40.00 X 146347 0 27455 MARGARET SIMMONDS IT BUSINESS ANALYST 40.00 X 122321 0 8110 SAANA HOLLEY VP, PEOPLE OPERATIONS & LEARNING (THRU SEPT 2022) 40.00 X 146452 0 17620 KATHERINE RAGSDALE FORMER PRESIDENT & CEO 40.00 0.00 X 211250 0 5932 1710402 0 180759 12 1 1 0 BERLIN ROSEN 15 MAIDEN LANE STE 1600 NEW YORK NY 10038 COMMUNICATIONS AND MEDIA 193478 YOUR PART TIME CONTROLLER PO BOX 1209 MOUNT LAUREL NJ 08054 FINANCIAL CONSULTING 163248 2 7159 6974294 4048848 6981453 MEETING REVENUE 611430 475841 475841 MEMBERSHIP DUES 900099 185931 185931 GROUP PURCHASING 561499 66645 66645 728417 78159 78159 17028644 16952043 76601 76601 76601 35 0 35 35 7864665 728417 0 154795 X 252000 252000 1085419 871724 122343 91352 1790341 1437862 201798 150681 72342 58099 8154 6089 223660 179626 25210 18824 199754 160427 22515 16812 294535 294535 163637 163637 78000 78000 1326864 799487 523303 4074 5728 2905 2823 596976 363027 202708 31241 67540 41380 26160 224059 166766 38779 18514 288178 263038 22438 2702 722445 652954 67315 2176 89530 58083 21284 10163 100809 10192 90617 132177 118159 12773 1245 7713994 5730264 1551857 431873 1676087 9795437 251182 5114953 156691 211038 44852 48863 106715 155753 1102014 747031 249280 354983 44571 5434 12872677 10645 1730541 3076160 17132596 18773266 485504 440860 2075795 4030669 2561299 4471529 X 3907687 6393748 10663610 7907989 14571297 14301737 17132596 18773266 150671 -72148 -348083 0 X 0 1 X 1 0 X 3075739 6165310 9375833 10492499 6981453 36090834 3075739 6165310 9375833 10492499 6981453 36090834 23747130 12343704 27900 58590 11366 753 78159 176768 22221 49274 60900 132395 36399997 3049525 0.33910 0.31850 X PART II, SECTION B, LINE 10 MISCELLANEOUS REVENUE - 2018 AMOUNT: $22,221, 2019 AMOUNT: $49,274, 2020 AMOUNT: $60,900 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 962 0 962 7713032 7713994 535700 133925 0 0 562186 442276 441160 535700 1981322 2971983 15793 65170 940 962 82865 140547 110569 110290 133925 495331 742997 15793 13167 940 962 30862 792409 471844 320565 309605 275187 34418 354983 DEFERRED COMPENSATION ASSET 12626 DUE FROM NAF HOTLINE FUND 508653 OPERATING LEASE RIGHT-OF-USE ASSET 2554881 3076160 DEFERRED COMPENSATION LIABILITY 12626 DUE TO NAF HOTLINE FUND 531434 OPERATING LEASE LIABILITY 3486609 4030669 10325187 -72148 2532670 2460522 7864665 0 7864665 10246664 2532670 2532670 7713994 0 7713994 X X X X 1 SPARK POINT FUNDRAISING LLC ONE THOMAS CIRCLE SUITE 700 WASHINGTON DC 20005 GRANT WRITING 0 0 78000 -78000 78000 -78000 AK AL AR CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV 1 PLANNED PARENTHOOD 123 WILLIAM ST STE 10 FL NEW YORK NY 10038 131644147 501(C)(3) 250000 0 CASS PROGRAM SUPPORT 1 0 PART I, LINE 2: AS THE FISCAL SPONSOR, OUR AGREEMENT IS TO PROCESS CONTRIBUTIONS INTENDED FOR THE PLANNED PARENTHOOD OF AMERICA. THESE FUNDS ARE TO BE USED EXCLUSIVELY FOR THE PROJECT OUTLINED IN THE GRANT PROPOSAL. THE FINAL REPORT IS DUE TO THE FUNDER 30 DAYS AFTER THE COMPLETION OF THE PROJECT. X X X X 1 0 0 0 0 0 0 0 0 VERONICA JONES CHIEF OPERATING OFFICER 271417 0 15000 0 0 0 16914 0 10298 0 313629 0 0 0 SUSAN TALCOTT CAMP CHIEF LEGAL AND STRATEGY OFFICER 251327 0 10000 0 0 0 12380 0 23205 0 296912 0 0 0 MELISSA FOWLER CHIEF PROGRAM OFFICER 221331 0 10000 0 0 0 16389 0 9976 0 257696 0 0 0 KATHERINE RAGSDALE FORMER PRESIDENT & CEO 211250 0 0 0 0 0 0 0 5932 0 217182 0 0 0 REESA ROBERTS SENIOR DIRECTOR, CLINICAL SERVICES 163587 0 0 0 0 0 11743 0 10166 0 185496 0 0 0 KRISTAN DAVIS SENIOR DIRECTOR, LEARNING & INSTRUCT 146347 0 0 0 0 0 7237 0 20218 0 173802 0 0 0 SAANA HOLLEY VP, PEOPLE OPERATIONS & LEARNING (TH 146452 0 0 0 0 0 7058 0 10562 0 164072 0 0 0 LAURA CRAIG MASON DIRECTOR OF IT STRATEGY 141370 0 0 0 0 0 9896 0 675 0 151941 0 0 0 PART I, LINE 4A KATHERINE RAGSDAL: TOTAL SEVERANCE PAID - $292,500, 11/30/21 - $48,750, 12/15/21 - $16,250, 12/30/21 - $16,250, AND 1/15/22 - $211,250. TOTAL HEALTH INSURANCE PAID - $2,967, 12/21 - $1,978, 01/22 - $989. IN CONSIDERATION FOR KATHERINE RAGSDAL'S (RAGSDALE) PROMISES TO COMPLY WITH HER CONFIDENTIALITY AND NON-DISPARAGEMENT OBLICATIONS, THE NATIONAL ABORTION FEDERATION (NAF) AGREES TO PAY HER NINE MONTHS OF SEVERANCE FOR A TOTAL AMOUNT OF $292,500, AS OUTLINED ABOVE. ADDITIONALLY, NAF WILL PAY FOR UP TO NINE MONTHS OF FULL COBRA PREMIUMS, UPON PROOF OF RAGSDALE'S ELECTION OF COVERAGE. RAGSDALE ACKNOWLEDGES THAT SHE IS RESPONSIBLE FOR ELECTING COBRA COVERAGE AND PAYING THE PREMIUMS, WHICH NAF WILL REIMBURSE UPON PROOF OF PAYMENT. X 22 2868015 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS INCLUDE INSTITUTIONAL PROVIDERS (E.G., CLINICS AND HOSPITALS) AND CLINICIANS WHO PROVIDE ABORTION CARE, AS WELL AS REPRODUCTIVE HEALTH CARE ORGANIZATIONS, PRO-CHOICE COOPERATING ORGANIZATIONS, AND INDIVIDUALS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE GOVERNING BODY OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B ANY BYLAW CHANGES MUST BE APPROVED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED IN DETAIL WITH SENIOR MANAGEMENT. A COPY OF THE FINAL 990 WILL BE DISTRIBUTED TO THE ENTIRE BOARD AT THE DECEMBER BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED IN PERSON AT A MEETING OF THE BOARD OF DIRECTORS. AT THE END OF THE MEETING, STAFF COLLECT THE COMPLETED FORMS. STAFF FOLLOW UP WITH ANY BOARD MEMBERS WHO WERE ABSENT AT THE MEETING TO ENSURE THAT COMPLETED FORMS ARE RECEIVED FROM THEM. THE PRESIDENT & CEO OR, WHERE APPLICABLE, CHAIR, AFTER RECEIVING INFORMATION ABOUT A POSSIBLE CONFLICT OF INTEREST, TAKES SUCH ACTIONS AS NECESSARY, WITHOUT THE SUBSTANTIVE INVOLVEMENT OF THE PERSON WHO HAS THE POSSIBLE CONFLICT OF INTEREST, TO ASSURE THAT THE TRANSACTION IS COMPLETED IN THE BEST INTEREST OF NAF. A WRITTEN RECORD OF ANY REPORT OF POSSIBLE CONFLICT AND OF ANY ADJUSTMENT MADE TO AVOID POSSIBLE CONFLICTS OF INTERESTS IS KEPT BY THE PRESIDENT & CEO OR, WHERE APPLICABLE, CHAIR. STAFF ALSO RECEIVE A CONFLICT OF INTEREST POLICY AS PART OF THE EMPLOYEE HANDBOOK. UPON BEING HIRED, THEY SIGN A CERTIFICATION, ATTESTING THAT THEY HAVE RECEIVED, READ, AND UNDERSTAND THE POLICY. THE FORM IS ALSO REDISTRIBUTED ANNUALLY, WITH SIGNATURES OBTAINED EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS THE PERFORMANCE OF THE PRESIDENT & CEO ANNUALLY. DECISIONS ABOUT COMPENSATION ARE GUIDED BY THE EVALUATION AND A REVIEW OF COMPENSATION DATA OF SIMILAR NON-PROFIT ORGANIZATIONS, WHICH IS CONDUCTED BY THE CHAIR. THE BOARD CHAIR PREPARES A CONFIDENTIAL SUMMARY OF THE ASSESSMENT, WHICH IS SHARED WITH THE PRESIDENT & CEO. THE PRESIDENT & CEO DETERMINES THE SALARIES OF THE KEY EMPLOYEES OF THE ORGANIZATION. THE BOARD APPROVES WRITTEN COMPENSATION SCHEDULES FOR EMPLOYEES AS PART OF THE ANNUAL BUDGET PROCESS. THESE SCHEDULES ARE DEVELOPED BY REVIEWING COMPENSATION DATA FOR COMPARABLE POSITIONS AT SIMILAR NONPROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 NAF PROVIDES A LINK ON ITS WEBSITE TO BOTH WWW.CHARITYNAVIGATOR.ORG AND WWW.GUIDESTAR.ORG, WHERE THE ORGANIZATION'S FINANCIAL STATEMENTS CAN BE VIEWED. IN ADDITION, NAF PROVIDES GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND ANNUAL REPORT, TO ALL WHO REQUEST THEM. TELEPHONE ANSWERING INSTRUCTIONS STATE THAT REQUESTS FOR THESE DOCUMENTS ARE TO BE FORWARDED TO THE APPROPRIATE SENIOR ADMINISTRATIVE AND FINANCIAL STAFF FOR RESPONSE. SIMILARLY, REQUESTS THAT ARE RECEIVED VIA EMAIL ARE FORWARDED TO THE APPROPRIATE SENIOR ADMINISTRATIVE AND FINANCIAL STAFF FOR RESPONSE. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 799,487. MANAGEMENT AND GENERAL EXPENSES 523,303. FUNDRAISING EXPENSES 4,074. TOTAL EXPENSES 1,326,864. NAF HOTLINE FUND PO BOX 100 ANNAPOLIS JUNCTION MD 207010416 264703759 PATIENT INFORMATION & RESOURCE TO ACCESS QUALITY ABORTION CARE DC 501(C)(3) LINE 12A, I NATIONAL ABORTION FEDERATION 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 NAF HOTLINE FUND L 1132975 FAIR MARKET VALUE NAF HOTLINE FUND Q 508653 FAIR MARKET VALUE NAF HOTLINE FUND R 531434 FAIR MARKET VALUE