2024-05-15T15:26:03-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-07-01 521467779 CENTER FOR NONPROFIT ADVANCEMENT BENEFITS TRUST WASH 2024570450 1717 K STREET NW 900 WASHINGTON DC 20006 GLEN O'GILVIE CHIEF EXECUTIVE OFFICER 2024570450 2024-05-15 1 GLEN OGILVIE XXX-XX-XXXX 1 ROBERT WILLIAMS P01345960 5712279500 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GLEN O'GILVIE 1717 K STREET NW 900 WASHINGTON DC 20006 23209954 0 X WWWW.NONPROFITADVANCEMENT.ORG X 1983 DC THE PLAN PROVIDES MEDICAL, LIFE, AND OTHER BENEFITS FOR EMPLOYEES OF ACTIVE MEMBERS OF THE CENTER. 14 14 0 14 0 0 0 0 20855939 23126895 1920 83059 0 0 20857859 23209954 0 0 20183597 18011327 218273 233640 0 0 0 244596 5371865 20646466 23616832 211393 -406878 3120721 6267220 1912576 4308024 1208145 1959196 THE PLAN PROVIDES MEDICAL, LIFE, DENTAL AND OTHER BENEFITS FOR THE EMPLOYEES OF ACTIVE MEMBERS OF THE CENTER FOR NONPROFIT ADVANCEMENT. 0 0 VITALHEALTH (TRUST) PROGRAM CENTER FOR NONPROFIT ADVANCEMENT MEMBERS ARE ELIGIBLE TO PARTICIPATE IN GROUP BUYING PROGRAMS THAT PROVIDE NONPROFITS OF ANY SIZE ACCESS TO HIGH-QUALITY GOODS AND SERVICES AT A MORE REASONABLE COST THAN ORGANIZATIONS CAN ACCOMPLISH ON THEIR OWN THE CENTER'S ONGOING COST AND QUALITY CONTROL ENABLES NONPROFITS TO FOCUS THEIR EFFORTS ON CONTINUING TO SERVE COMMUNITIES EFFECTIVELY AND EFFICIENTLY THE VITALHEALTH GROUP BUYING PROGRAM ALLOWS NONPROFITS TO DEVOTE MORE RESOURCES TOWARDS THEIR MISSION THE LARGEST OFFERINGS INCLUDE MEDICAL, DENTAL, VISION, LIFE AND DISABILITY INSURANCE. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 8 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 X JUSTIN ROGERS CALIBRE CPA GROUP PLLC 2023319880 7501 WISCONSIN AVENUE STE 1200 W BETHESDA MD 20814 SYLISA WOODWARD CHAIR 0.25 1.00 X X 0 0 0 KAREN WILLIAMSON VICE CHAIR 0.25 1.00 X X 0 0 0 WAYNE GIBSON SECRETARY 0.25 1.00 X X 0 0 0 JANE THOMPSON TREASURER 0.25 1.00 X X 0 0 0 MICHAEL PASTERICK DIRECTOR 0.25 1.00 X 0 0 0 LUPI QUINTEROS-GRADY DIRECTOR 0.25 1.00 X 0 0 0 MARGARITA ROZENFELD DIRECTOR 0.25 1.00 X 0 0 0 ROBERTO TERRELL DIRECTOR 0.25 1.00 X 0 0 0 RICARDO TRUJILLO DIRECTOR 0.25 1.00 X 0 0 0 KEVIN HINTON DIRECTOR 0.25 1.00 X 0 0 0 DARRYL MAXWELL DIRECTOR 0.25 1.00 X 0 0 0 SULTAN SHAKIR DIRECTOR 0.25 1.00 X 0 0 0 VICTOR VALENTINE DIRECTOR 0.25 1.00 X 0 0 0 LAJUANA WARREN DIRECTOR 0.25 1.00 X 0 0 0 M&T BANK TRUSTEE 2.00 0.00 X 20900 0 0 GLEN O'GILVIE CHIEF EXECUTIVE OFFICER 5.00 35.00 X 0 212887 18161 ELISHA HARDY BENEFIT TRUST MANAGER 5.00 35.00 X 94329 0 13062 115229 212887 31223 0 0 1 0 0 PREMIUMS 900099 23126895 23126895 23126895 83059 83059 23209954 23126895 0 83059 18011327 136235 97405 11196 128317 12390 810 329 18876 1160 30460 INSURANCE PREMIUM EXPEN 3632383 NON STOP FEES 1534490 CNA ADMIN FEES 1416 MISCELLANEOUS 38 23616832 1122117 3629078 1978591 2627211 16770 7688 42400 42400 0 0 3243 3243 3120721 6267220 123802 2094154 1775285 2199137 13489 14733 1912576 4308024 X 1208145 1959196 1208145 1959196 3120721 6267220 -406878 1157929 0 X 0 0 0 42400 42400 0 0 REFUND PAYABLE TO PARTICIPANTS 14733 14733 0 0 0 GLEN O'GILVIE CHIEF EXECUTIVE OFFICER 0 212887 0 0 0 0 0 18161 0 0 0 231048 0 0 PART I, LINE 3 THE CENTER FOR NONPROFIT ADVANCEMENT BENEFITS TRUST DOES NOT PAY THE SALARY FOR GLEN O'GILVIE, CHIEF EXECUTIVE OFFICER. THE SALARY IS PAID BY THE RELATED ORGANIZATION, CENTER FOR NONPROFIT ADVANCEMENT. THE CHIEF EXECUTIVE OFFICER'S SALARY IS DETERMINED BY AN INDEPENDENT SEARCH FIRM BASED ON A STUDY OF COMPENSATION OF SIMILAR POSITIONS AND ORGANIZATION. IN ADDITION, THE RELATED ORGANIZATION COMPARES COMPENSATION TO OTHER ORGANIZATION AND IS APPROVED BY BOARD MEMBERS. THE CENTER COMPENSATE ELISHA HARDY, TRUST MANAGER, THE TRUST REIMBURSES THE CENTER FOR THE TRUST MANAGER. FORM 990, PART VI, SECTION A, LINE 3 CENTER FOR NONPROFIT ADVANCEMENT BENEFITS TRUST RECEIVED MANAGEMENT AND ADMINISTRATION SERVICES FROM CENTER FOR NONPROFIT ADVANCEMENT. THE BENEFITS TRUST DIRECTOR OF HEALTH IS AN EMPLOYEE OF THE CENTER FOR NONPROFIT ADVANCEMENT. THE CENTER FOR NONPROFIT ADVANCEMENT BENEFITS TRUST PAYS ADMINISTRATIVE FEES TO THE CENTER FOR NONPROFIT ADVANCEMENT FOR MANAGEMENT SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE CENTER'S BOARD AND THE TRUST ATTORNEY BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12 SUBCOMMITTEE EXISTS TO MONITOR AND ENFORCE. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY REVIEWED COMPARED TO INDUSTRY STANDARD/FINANCIAL PERFORMANCE OF ORGANIZATION. THE CENTER COMPENSATE ELISHA HARDY, TRUST MANAGER, THE TRUST REIMBURSES THE CENTER FOR THE TRUST MANAGER. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CENTER FOR NONPROFIT ADVANCEMENT 1717 K STREET NW SUITE 900 WASHINGTON DC 20006 521139669 PLAN SPONSOR DC 501(C)(3) 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 CENTER FOR NONPROFIT ADVANCEMENT O 212740 CASH