2024-07-04T14:32:57-05:00 2023-09-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-10-01 237087038 National Academy of Public Administration NATI 2023473190 1600 K Street NW 400 Washington DC 200062828 Teresa W Gerton President and CEO 2023473190 2024-07-01 1 Teresa Gerton XXX-XX-XXXX 1 Yong Zhang CPA P01249785 7038930300 2024-05-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Teresa W Gerton 1600 K Street NW 400 Washington DC 200062828 14555789 0 X https://napawash.org/ X 1970 DC To improve the quality, performance, and accountability of government. 18 18 40 18 0 0 476950 478607 4154938 6819059 91577 210434 28641 82750 4752106 7590850 57500 58000 0 0 3912088 4549879 0 0 306347 1431227 1567883 5400815 6175762 -648709 1415088 8154448 14616216 1193282 5828366 6961166 8787850 X Chartered by Congress, the Academy seeks to advance government practices through studies and projects held to the highest standards of efficiency and excellence.- See Schedule O 0 0 4196147 58000 6819059 Studies and Advisory Services: The Academy provides a full range of advisory services to federal departments and agencies, with particular emphasis on organizational assessments & strategy development; implementation support & technical assistance; performance management; and stakeholder outreach & collaboration.The Academy has helped agencies at all levels of government through research, analysis, problem-solving, strategic planning, and thought leadership. See Schedule O for highlights of fiscal year 2023 program service accomplishments. 4196147 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 43 0 1 40 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X Ken Troshinsky CFO 2023473190 1600 K Street NW 400 Washington DC 200062828 David Wennergren Chair 1.00 X X 0 0 0 William Baity Vice Chair 1.00 X X 0 0 0 John Bartle Treasurer 1.00 X X 0 0 0 Barbara Romzek Secretary 1.00 X X 0 0 0 Richard Callahan Director 1.00 X 0 0 0 Kaye Husbands Fealing Director 1.00 X 0 0 0 John Koskinen Director 1.00 X 0 0 0 Jeffrey Neal Director 1.00 X 0 0 0 Marilyn Rubin Director 1.00 X 0 0 0 Stan Soloway Director 1.00 X 0 0 0 Barry Van Lare Director 1.00 X 0 0 0 Belkis Leong-Hong Director 1.00 X 0 0 0 Carolyn Colvin Director 1.00 X 0 0 0 Jane Fountain Director 1.00 X 0 0 0 Linda Bilmes Director 1.00 X 0 0 0 Lisa Benjamin Director 1.00 X 0 0 0 David Mader Director 1.00 X 0 0 0 Janet Weiss Director 1.00 X 0 0 0 Teresa W Gerton President and CEO 40.00 X 404625 0 29244 Ken Troshinsky Chief Financial Officer 20.00 X 120998 0 0 Brenna Isman Director Academy Studies 40.00 X 195750 0 21860 Joseph Mitchell Director Strategic Initiatives 40.00 X 182923 0 27323 Mark Thorum Project Director 40.00 X 161200 0 14930 Roger Kodat Sr. Project Director 40.00 X 158554 0 37586 Joseph Przeczewski Director IT and Facilities 40.00 X 127448 0 32539 Diane Irving Director Human Resources 40.00 X 139373 0 17134 Anthony Spearman-Leach Director of Development and Philanthropy 40.00 X 126340 0 17719 1617211 0 198335 12 0 1 0 0 206013 272594 478607 Government Contracts 900099 6755784 6755784 Seminars/Conferences 900099 63275 63275 6819059 249373 249373 6926000 6927676 37263 -1676 -37263 -38939 -38939 Write off of bad debt 900099 65233 65233 Refunds 900099 17517 17517 82750 7590850 6819059 0 293184 X 58000 58000 594505 449491 114523 30491 3234592 2445603 623098 165891 244070 184536 47017 12517 200782 151807 38678 10297 275930 208625 53154 14151 14819 14819 113616 113616 622387 367529 181858 73000 87290 33772 53518 28391 11356 17035 547318 218707 328611 21811 18273 3538 20391 13722 6669 80000 24011 55989 26788 10715 16073 Certifications/licenses 5072 5072 6175762 4196147 1673268 306347 271369 970483 73964 55306 526670 476327 20048 15730 957893 126153 165156 831740 7054755 8504203 42486 3762427 8154448 14616216 520869 599344 30297 146454 642116 5082568 1193282 5828366 X 5185943 6552634 1775223 2235216 6961166 8787850 8154448 14616216 1415088 411596 0 X X 0 1 X 1 0 X 508097 338929 4636788 476950 478607 6439371 508097 338929 4636788 476950 478607 6439371 3936397 2502974 4 16 9968 76454 249373 335815 6775186 27192643 0.36940 0.73570 X Form 990, Schedule A, Part II The organization revised amounts on Part II of Schedule A line 1 (gifts, grants, contributions, and membership fees received) and line 12 (gross receipts from related activities) for the 2018 and 2019 taxable years to correctly report government contract revenue. Those revisions resulted in a lower public support percentage on line 14 for this taxable year. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 148352 129540 18032 295924 140239 34946 -26833 148352 108484 3928 27827 140239 91457 7462 9565 108484 72858 17525 3424 2400 91407 1.00000 0 0 791229 22393 768836 131306 73065 58241 35358 30695 4663 831740 Security Deposit 42486 Right-of-use assets - operating lease 3719941 3762427 Lease liabilities - operating lease 5082568 5082568 X 8039446 411596 37000 448596 7590850 0 7590850 6212762 37000 37000 6175762 0 6175762 Part V, Line 4: On September 22, 2017, the Board established a donor-restricted endowment fund to support NAPA's research projects and sustain the Fellows program. Part X, Line 2: Management has evaluated NAPA's tax positions and concluded that there are no uncertain tax positions that qualify for either erecognition or disclosure in the accompanying financial statements. 1 Eliot Richardson Prize Fund 3 50000 The Herbert Roback Scholarship 2 7500 SELC Travel Stipend 1 500 Part I, Line 2: The Academy annually awards one scholarship up to $7,500 to a graduate student currently enrolled, or admitted for enrollment, in a full-time accredited master's degree program in public administration, public and international affairs, public policy, and/or political science. The scholarship recipient is invited to the annual meeting of the National Academy of Public Administration, held each November. During the meeting, the recipient is formally recognized before the gathered Fellows and distinguished guests of the Academy. X X 0 0 0 0 0 0 0 1 0 Teresa W Gerton President and CEO 334645 0 68000 0 1980 0 26892 0 2352 0 433869 0 0 0 Brenna Isman Director Academy Studies 195082 0 0 0 668 0 19508 0 2352 0 217610 0 0 0 Joseph Mitchell Director Strategic Initiatives 182287 0 0 0 636 0 18667 0 8656 0 210246 0 0 0 Roger Kodat Sr. Project Director 155328 0 0 0 3226 0 17415 0 20171 0 196140 0 0 0 Mark Thorum Project Director 158267 0 0 0 2933 0 12883 0 2047 0 176130 0 0 0 Joseph Przeczewski Director IT and Facilities 126618 0 0 0 830 0 14050 0 18489 0 159987 0 0 0 Diane Irving Director Human Resources 136923 0 0 0 2450 0 14050 0 3084 0 156507 0 0 0 Part I, Line 7 The President & CEO received a bonus of $68,000 for the year ended December 31, 2022. The bonus was determined based on achievement of performance terms and the discretion of the Board Chair and the Executive Committee. Form 990, Part III, Line 1, Description of Organization Mission: The National Academy of Public Administration is an independent, 501(c)(3) nonprofit, non-partisan organization established in 1967 and chartered by Congress in 1984. To carry out this mission, the Academy draws on the knowledge and experience of its nearly 1,000 Fellows-including former cabinet officers, Members of Congress, governors, mayors, and state legislators, as well as prominent scholars, career public administrators, and non-profit and business executives. Supported by a full-time professional staff, our Fellows bring their insights, experience, successes, and lessons learned straight to our clients through independent thought leadership, in-depth studies and analyses, advisory services and technical assistance, congressional testimony, forums and conferences, and stakeholder engagement. As outlined in its Congressional charter, the Academy seeks to advance government practices through studies and projects held to the highest standards of efficiency and excellence. From its founding, the Academy's commitment to good governance drives the organization forward and inspires its work. Form 990, Part III, Line 4a, Program Service Accomplishments: The Department of Defense (DoD) has contracted with the Academy for an independent study of the roles and responsibilities of the Department of Defense components related to missile defense. Pursuant to the FY2022 NDAA Section 1675, the Secretary and the Academy shall enter into an agreement by which the Academy shall carry out a study regarding the roles and responsibilities of the various components of the Department of Defense as they pertain to Integrated Air and Missile Defense (IAMD). Section 8272 and Section 8274 of the Coast Guard Academy Improvement Act, part of the National Defense Authorization Act for FY 2021, required the Secretary of Homeland Security to contract with the National Academy of Public Administration (NAPA) to conduct two discrete one-year studies ocusing on the USCGA. The first study, completed in February 2022, assessed the USCGA's cultural competency. This study will assess USCGA's admission processes and conclude in February 2023. Between September 2020 and July 2022, the DHS OIG engaged the Academy in a multi-phase project to assist with advancing multiple change management efforts. DOJ entered into an agreement with the National Academy of Public Administration (the Academy) to conduct an independent study to examine a series of matters related to Law Enforcement Officer (LEO) classification status. Form 990, Part VI, Section A, line 1a The Executive Committee consists of the Chair, Vice-Chair, Secretary, and Treasurer and two additional members recommended and appointed by the Chair with majority approval of the Board members in office. The President shall serve as a non-voting member of the Executive Committee except in matters dealing with his or her employment, compensation, and/or performance evaluation. To the extent provided in a Board resolution, the Committee shall exercise the authority of the Board at such time as it is not in session, when prompt action is required and when it is not practicable to call the Board into session. The Secretary shall prepare a summary of any actions taken and promptly distribute them to each Director. This summary shall be available to Academy members upon request. Form 990, Part VI, Section A, line 6 The Academy has three classes of membership which are the Fellows, Senior Fellows, and the Honorary Fellows. Form 990, Part VI, Section A, line 7a Each year the Fellows and Senior Fellows may elect up to six directors to replace those whose terms have expired. The Fellows may nominate one or more candidates for election to the Board of Directors by petition. The six nominees receiving the most votes are declared elected. Form 990, Part VI, Section A, line 7b The Academy's Bylaw changes are subject to approval by the membership of Fellows. Form 990, Part VI, Section B, line 11b The Federal Form 990 is reviewed by the CFO and CEO and then distributed to the Academy's Board of Directors prior to filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c The Academy has three written conflict of interest policies: one for its staff; one for its Board of Directors; and one for its Fellows and other experts who serve on project/study panels. The Academy's staff is required to disclose interests that could give rise to conflicts when hired and as they occur. Such potential conflicts of interest are to be disclosed to the president. Potential conflicts are reviewed on a case-by-case basis, and if it is determined that a conflict of interest exists, the Academy may require that participation in the activity cease immediately. Depending upon the nature and severity of the conflict, conflicts of interest and/or failure to disclose potential conflicts, may result in disciplinary action, up to and including termination of employment. Board members are required to disclose actual and potential conflicts of interest to the executive committee of the Academy's board of directors whenever a conflict arises. The disinterested members of the executive committee make a determination as to whether a conflict exists. The Academy's fellows and outside experts who are asked to participate on project/study panels are required to complete and submit a conflict of interest form, including a written statement that outlines any potential conflict or potential source of bias, if applicable, and to promptly report any potential conflicts or potential sources of bias that may arise during the course of the project/study. These forms are reviewed by the project director, and any that include potential conflicts or potential sources of bias are referred to the Director of Academy Programs, President and General Counsel for review and consideration. If a significant conflict or source of bias is found to exist, the matter may be addressed by (a) disqualifying the individual from participating as a member of the panel in question, or (b) appointing other panel members so as to obtain a balance of differing backgrounds or perspectives. If any potential conflicts or potential sources of bias are reported by an individual, and the individual is not disqualified from serving on the panel, the potential conflicts or potential sources of bias are disclosed orally at a public meeting of the panel and posted on the Academy's website. Form 990, Part VI, Section B, line 15a The Academy's Chairman of the Search Committee along with the Board of Directors determines the compensation of its current President & CEO. The Search Committee examines other similar organizations, and uses those figures along with the outgoing incumbent's compensation to determine the current President & CEO's compensation. Discussions pertaining to the President's compensation are held in executive session and are reflected in the President & CEO's contract. A review of raises and bonuses is performed during December, however, the last full development of compensation criteria for the President & CEO was performed in December 2016 and was reviewed in 2017. The Executive Committee updated the performance criteria in the spring of 2018. Form 990, Part VI, Section C, line 19 The Academy's Congressional Charter is posted on its website. The Federal Form 990 is posted on www.guidestar.org. The Academy's other governing documents, conflict of interest policy, and full financial statements are available to the public upon request. Form 990, Part IX, line 11g Consulting and other professional services: Program service expenses 367,529. Management and general expenses 181,858. Fundraising expenses 73,000. Total expenses 622,387. Form 990, Part XII, Line 2c: The audit oversight process has not changed from prior years.