2023-08-18T08:09:25-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 801 CHERRY ST SUITE 1400 FORT WORTH TX 76102 990 2022-01-01 752395176 NATIONAL ATHLETIC TRAINERS' ASSOCIATION RESEARCH AND EDUCATION FOUNDATION INC NATI 2146376282 1620 VALWOOD PARKWAY 115 CARROLLTON TX 75006 KENNETH CAMERON PRESIDENT 2146376282 2023-08-17 1 KENNETH CAMERON 999009999 0 MICHAELA J CROMAR CPA P00895728 8178775000 2023-08-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KENNETH CAMERON 1620 VALWOOD PARKWAY 115 CARROLLTON TX 75006 709666 0 X WWW.NATAFOUNDATION.ORG X 1991 TX CHAMPION RESEARCH, SUPPORT EDUCATION TO OPTIMIZE THE CLINICAL EXPERIENCE AND OUTCOMES. 20 20 0 113 0 0 343706 318146 24325 22825 478655 153039 8563 -4168 855249 489842 293903 313952 0 0 196064 196814 0 0 76380 65987 114546 555954 625312 299295 -135470 6344423 5325184 127099 103748 6217324 5221436 TO CHAMPION RESEARCH, SUPPORT EDUCATION AND ENHANCE KNOWLEDGE TO OPTIMIZE THE CLINICAL EXPERIENCE AND OUTCOMES WITHIN THE DIVERSE PATIENT POPULATIONS SERVED BY THE ATHLETIC TRAINING PROFESSION. 0 0 212319 168200 13400 SCHOLARSHIP PROGRAM-THE NATA FOUNDATION AWARDS UNDERGRADUATE, MASTER'S AND DOCTORAL SCHOLARSHIPS. THE NUMBER OF SCHOLARSHIPS VARIES ANNUALLY (FROM 50 TO 75) WITH THE CURRENT AWARD AMOUNT OF $2,300 PER SCHOLARSHIP. SCHOLARSHIP FUNDING IS SECURED THROUGH A VARIETY OF SOURCES, INCLUDING THE ORGANIZATION'S ENDOWMENT PROGRAM, AS WELL AS THROUGH CORPORATE AND INDIVIDUAL SUPPORT. 192499 145752 11990 RESEARCH AND GRANT PROGRAMS-THE NATA FOUNDATION PROVIDES A FORUM FOR RESEARCHERS AND CLINICIANS TO DISSENMINATE CASE STUDIES, BE PUBLISHED IN THE SUPPLEMENT TO THE JOURNAL OF ATHLETIC TRAINING AND PRESENT AT THE NATA ANNUAL CONVENTION. THE NATA FOUNDATION RECEIVES SUBMISSIONS FOR AND AWARDS GENERAL, MASTER, DOCTORAL AND OUTCOMES RESEARCH GRANTS. 404818 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 2 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA TN UT VA WA WV WI RI SC AK CO CT X KATHY CRELLY 2146376282 1620 VALWOOD PARKWAY 115 CARROLLTON TX 75006 KEN CAMERON PRESIDENT 5.00 X X 0 0 0 BOB CASMUS VP OPERATIONS 1.00 X X 0 0 0 ED LACERTE VP FINANCE 1.00 X X 0 0 0 JOE HART VP RESEARCH PROGRAMS 1.00 X X 0 0 0 JILL MANNERS VP DEVELOPMENT 1.00 X X 0 0 0 KAVIN TSANG VP EDUCATION AND PROFESSIONAL DEVELOPMENT PROGRAMS 1.00 X X 0 0 0 JEN STURTEVANT D1 DIRECTOR 1.00 X 0 0 0 AJ DUFFY III D2 DIRECTOR 1.00 X 0 0 0 MARTY BAKER D3 DIRECTOR 1.00 X 0 0 0 ALICE WILCOXSON D4 DIRECTOR 1.00 X 0 0 0 GREG GARDNER D5 DIRECTOR 1.00 X 0 0 0 KEITH JONES D6 DIRECTOR 1.00 X 0 0 0 MICHELLE GONZALEZ D7 DIRECTOR 1.00 X 0 0 0 KY KUGLER D8 DIRECTOR 1.00 X 0 0 0 MIKE VAN BRUGGEN D9 DIRECTOR 1.00 X 0 0 0 BILL DRAKE D10 DIRECTOR 1.00 X 0 0 0 MARK GIBSON D11 DIRECTOR 1.00 X 0 0 0 DAWN EMERSON DIRECTOR AT-LARGE 1.00 X 0 0 0 BOB GRAY DIRECTOR AT-LARGE 1.00 X 0 0 0 ERIC MCDONNELL DIRECTOR AT-LARGE 1.00 X 0 0 0 JENNIFER YODER FOUNDATION DIRECTOR/SECRETARY 45.00 0.00 X 0 93189 24349 KATHY CRELLY DIRECTOR OF FINANCE 2.00 45.00 X 0 109537 39011 0 202726 63360 0 0 0 0 0 39236 278910 11954 318146 SCHOLARSHIP MAINTENANC 990009 13400 13400 COMM ABSTRACT SUBMISSI 990009 9425 9425 22825 96527 96527 253594 197082 56512 56512 56512 15534 39236 22742 -7208 -7208 GRANT REFUNDS 990009 2565 2565 OTHER INCOME 990009 475 475 3040 489842 25390 0 146306 147752 147752 166200 166200 117538 40786 41702 35050 50119 17381 17789 14949 5041 1697 1877 1467 12360 6992 2951 2417 11756 4272 4109 3375 19509 19509 26911 26911 21596 5890 15706 1123 587 536 1277 109 732 436 6639 1476 5163 17687 7200 10437 50 SUPPLIES 15526 10574 4952 MERCHANT CARD FEES 2497 639 1858 OTHER PROFESSIONAL SERV 1002 379 558 65 MISCELLANEOUS EXPENSES 550 250 300 229 58 171 625312 404818 144114 76380 160414 58024 1034475 970321 866 6787 11252 11103 5015051 4159342 122365 119607 6344423 5325184 7800 6036 47639 52528 48155 14000 23505 31184 127099 103748 X 1123491 979825 5093833 4241611 6217324 5221436 6344423 5325184 -135470 -860418 0 X 0 1 X 1 0 X 741974 732613 145698 343706 318146 2282137 741974 732613 145698 343706 318146 2282137 695304 1586833 94592 122558 51741 88435 96527 453853 30085 24803 11915 30 475 67308 2803298 153887 0.56610 0.46940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2021 AMOUNT: $ 30. 2022 AMOUNT: $ 475. RESEARCH - 2018 AMOUNT: $ 17,685. 2019 AMOUNT: $ 12,675. 2020 AMOUNT: $ 11,125. SCHOLARSHIP PROGRAM - 2018 AMOUNT: $ 12,400. 2019 AMOUNT: $ 11,800. GRANT REFUNDS - 2019 AMOUNT: $ 328. 2020 AMOUNT: $ 790. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 5700 283499 1 1 5179587 68267 -742092 185530 7800 4312432 4031040 124152 1142916 117600 921 5179587 3900937 16618 113485 4031040 3636695 27342 95869 105049 3654857 3471967 45738 217591 85446 13155 3636695 0.01642 0.03621 0.94737 0 0 0 DUE TO AFFILIATE 31184 31184 X -247749 -860418 138950 10788 -710680 462931 26911 26911 489842 748139 138950 10788 149738 598401 26911 26911 625312 PART V, LINE 4: ENDOWMENT FUNDS SUPPORT RESEARCH GRANTS AND STUDENT SCHOLARSHIPS, BOTH OF WHICH ARE AWARDED ANNUALLY. PART X, LINE 2: THE FOUNDATION IS CLASSIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL INCOME TAXES. AS SUCH, IT IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON NET UNRELATED BUSINESS INCOME. THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION, AND IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS MORE LIKELY THAN NO TO BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 10,788. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 10,788. PHILADELPHIA FREEDOM CAMPAIGN 34154 24782 9372 9372 ONLINE/VIRTUAL SILENT AUCTION 20616 14454 6162 300 13070 54770 39236 15534 300 22442 22742 -7208 1 UNIVERSITY OF TOLEDO 2801 BANCROFT ST TOLEDO OH 43606 346401483 501(C)(3) 56256 0 RESEARCH GRANT UNIVERSITY OF CONNECTICUT 233 GLENBROOK ROAD STORRS CT 06269 066070722 501(C)(3) 23001 0 RESEARCH GRANT MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD EAST LANSING MI 48824 386005984 501(C)(3) 22999 0 RESEARCH GRANT SAN DIEGO STATE UNIVERSITY FOUNDATION 5250 CAMPANILE DRIVE SAN DIEGO CA 92182 956042721 501(C)(3) 22966 0 RESEARCH GRANT 4 SCHOLARSHIPS 67 166200 PART I, LINE 2: WHEN A GRANT IS AWARDED, THE FUNDS ARE DISTRIBUTED TO THE PRINCIPAL INVESTIGATOR'S COLLEGE OR UNIVERSITY. THE INSTITUTION IS CHARGED WITH OVERSIGHT OF THE GRANT MONIES. THE PRINCIPAL INVESTIGATOR PROVIDES THE NATA FOUNDATION WITH A WRITTEN REPORT WHEN THE STUDY IS COMPLETE (OR ANNUALLY IF THE GRANT IS MULTI-YEAR). SHOULD ANY FUNDS REMAIN, THE INSTITUTE ISSUES THE FOUNDATION A REIMBURSEMENT CHECK FOR THE DIFFERENCE. STUDENTS INTERESTED IN RECEIVING A SCHOLARSHIP COMPLETE AN APPLICATION. A SECTION OF THE APPPLICATION MUST BE COMPLETED BY AN INSTITUTIONAL REPRESENTATIVE AND INCLUDES THE STUDENTS GPA. THE SCHOLARSHIP COMMITEEE REVIEWS ALL APPLICATIONS AND USES A SCORING SYSTEM FOR SELECTING RECIPIENTS. ONCE STUDENTS ARE SELECTED, THEY MUST COMPLETE AN ENROLLMENT FORM THAT INCLUDES THEIR SCHOOL STAMP OR SEAL THAT CONFIRMS THEY ARE REGISTERED AS FULL-TIME STUDENTS FOR THE UPCOMING SCHOOL YEAR. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE PRESIDENT AND THE FIVE (5) VICE PRESIDENTS OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE WHEN THE BOARD IS NOT IN SESSION ALL OF THE AUTHORITY AND POWERS OF THE BOARD IN THE AFFAIRS OF THE CORPORATION, EVEN THOUGH SUCH AUTHORITY AND POWERS BE HEREIN PROVIDED OR DIRECTED TO BE EXERCISED BY A DESIGNATED OFFICER OF THE CORPORATION; PROVIDED THAT THE FOREGOING SHALL NOT BE CONSTRUED AS AUTHORIZING ACTION BY THE EXECUTIVE COMMITTEE WITH RESPECT TO ANY ACTION WHICH BY STATUTE, THE ARTICLES OF INCORPORATION, OR BYLAWS IS FORBIDDEN TO THE EXECUTIVE COMMITTEE. THE SECRETARY AND ASSISTANT TREASURER SHALL BE A NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE ANNUAL AUDIT PROCESS IS COMPLETE, THE DIRECTOR OF FINANCE COMPILES AND SHARES INFORMATION WITH THE CPA FIRM SO THAT THE TAX RETURN CAN BE PREPARED. ONCE PREPARED, THE DIRECTOR OF FINANCE REVIEWS EACH SECTION AND COMPARES FINANCIALS TO AUDITED NUMBERS BEFORE SHARING THE TAX RETURN WITH THE FOUNDATION DIRECTOR. THE FOUNDATION DIRECTOR REVIEWS THE INFORMATION AND PROVIDES FEEDBACK PRIOR TO FORWARDING THE RETURN TO THE FULL BOARD OF DIRECTORS TO REVIEW AND APPROVE THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 ALL MEMBERS OF THE FOUNDATION BOARD SIGN A NEW CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS, TYPICALLY AT THE IN-PERSON CONVENTION MEETING. THE DOCUMENT REQUIRES THAT, SHOULD A CONFLICT ARISE, THE MEMBER AGREES TO REPORT IT PROMPTLY IN ORDER TO REMAIN IN COMPLIANCE WITH THE SIGNED DOCUMENT. EACH FOUNDATION BOARD MEMBERS ALSO SIGNS AN ANNUAL COMMITMENT TO SERVE DOCUMENT. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTOR MEMBERS DO NOT RECEIVE COMPENSATION. THE FOUNDATION REVIEWS THE COMPENSATION LEVELS FOR EACH EMPLOYEE, TYPICALLY ON AN ANNUAL BASIS. PAY INCREASES ARE BASED ON JOB PERFORMANCE AS WELL AS INDICATORS FROM THE MARKETS AS TO WHAT THE SALARIES ARE FOR EMPLOYEES WITH SIMILAR BACKGROUNDS, SKILL SETS, EXPERIENCE, LOCATION, COMPANY SIZE, EDUCATION LEVEL, AND SIZE OF COMPANY BUDGET. MARKET RESEARCH DATA FROM SEVERAL DIFFERENCE RESOURCES INCLUDING HR/COMPENSATION WEBSITES, A LOCAL HR ASSOCIATION'S DATABASE, AND SALARY SURVEYS CONTAINING RESULTS FROM OTHER ASSOCIATIONS ARE USED FOR COMPARISON. EACH EMPLOYEE'S SUPERVISOR IS GIVEN THE OPPORTUNITY TO RECOMMEND A RAISE INCREASE PERCENTAGE (BASED ON A PRE-DETERMINED RANGE) AND BASED ON THE EMPLOYEE'S PERFORMANCE. RECOMMENDATIONS ARE REVIEWED BY NATA HR PERSONNEL, FOUNDATION DIRECTOR AND THE EXECUTIVE COMMITTEE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022 FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. NATIONAL ATHLETIC TRAINERS' ASSOCIATION 1620 VALWOOD PARKWAY 115 CARROLLTON TX 75006 752575595 MEMBER SVCS TX 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 NATIONAL ATHLETIC TRAINERS' ASSOCIATION P 225655 CASH TRANSFERRED NATIONAL ATHLETIC TRAINERS' ASSOCIATION M 107314 CASH TRANSFERRED NATIONAL ATHLETIC TRAINERS' ASSOCIATION N 5471 ESTIMATES BY SQ FOOT NATIONAL ATHLETIC TRAINERS' ASSOCIATION O 133479 ESTIMATES BY TIME