2024-11-13T17:11:52-06:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2023-01-01 133480246 NAF NAF 2126352400 169 MADISON AVE 2797 NEW YORK NY 10016 CRAIG W LOVE CHIEF FINANCIAL OFFICER 2126352400 2024-11-13 1 1 X MELISSA MODELSON P01603524 2122862600 2024-11-13 2023 2024-10-15 13:58:12Z X LISA DUGHI 169 MADISON AVE 2797 NEW YORK NY 10016 24978171 0 X WWW.NAF.ORG X 1988 NY NAF SOLVES SOME OF THE BIGGEST CHALLENGES FACING EDUCATION AND THE ECONOMY BY BRINGING EDUCATION, BUSINESS, AND COMMUNITY LEADERS TOGETHER TO TRANSFORM THE HIGH SCHOOL EXPERIENCE. 21 21 90 3765 0 0 11626385 17537676 1859358 1996495 211522 949533 -138868 -133817 13558397 20349887 1358783 1181638 0 0 13054182 13495262 161460 491563 2799370 9991219 9998212 24565644 25166675 -11007247 -4816788 19081833 9794102 6243639 2778094 12838194 7016008 X NAF SOLVES SOME OF THE BIGGEST CHALLENGES FACING EDUCATION AND THE ECONOMY BY BRINGING EDUCATION, BUSINESS, AND COMMUNITY LEADERS TOGETHER TO TRANSFORM THE HIGH SCHOOL EXPERIENCE. 0 0 3747236 246254 416071 THE ACADEMY OF FINANCE, WHICH OPERATES 129 ACADEMIES, CONNECTS HIGH SCHOOL STUDENTS WITH THE WORLD OF FINANCIAL SERVICES AND PERSONAL FINANCE, OFFERING A CURRICULUM THAT COVERS BANKING AND CREDIT, FINANCIAL PLANNING, GLOBAL FINANCE SECURITIES, INSURANCE, ACCOUNTING, AND ECONOMICS. THE ACADEMY OF FINANCE CURRICULUM AND CERTIFICATION IS VALIDATED BY THE COUNCIL FOR ECONOMIC EDUCATION. 2556254 167987 283831 THE ACADEMY OF INFORMATION TECHNOLOGY, WHICH OPERATES 88 ACADEMIES, PREPARES STUDENTS FOR CAREER OPPORTUNITIES IN COMPUTER NETWORKING, SYSTEMS, DATABASE DESIGN, DIGITAL VIDEO PRODUCTION, GRAPHIC DESIGN, AND PROGRAMMING. IN ADDITION, JUNIPER NETWORKS HAS AGREED UPON A PROGRAM OF STUDY, LINKED TO NAF ASSESSMENTS, WHICH WILL QUALIFY STUDENTS FOR ITS PROFESSIONAL TRAINING PROGRAM AND EARN A JUNIPER CERTIFICATE. ACADEMIES MAY ALSO USE COMPUTER SCIENCE CURRICULUM FROM PROJECT LEAD THE WAY, INC. (PLTW) AND SELECT COURSES FROM CISCO. 2498157 164169 277381 THE ACADEMY OF ENGINEERING, WHICH OPERATES 86 ACADEMIES, ANSWERS AN ACUTE NEED FOR ENGINEERS IN THIS COUNTRY BY EDUCATING HIGH SCHOOL STUDENTS IN THE PRINCIPLES OF ENGINEERING, PROVIDING CONTENT IN THE FIELDS OF ELECTRONICS, BIOTECH, AEROSPACE, CIVIL ENGINEERING, AND ARCHITECTURE. ACADEMIES USE CURRICULUM FROM PROJECT LEAD THE WAY, INC. (PLTW), THE STEM ACADEMY, OR PAXTON/PATTERSON. THEY ALSO BENEFIT FROM SUPPORT PROVIDED BY NATIONAL ACTION COUNCIL FOR MINORITIES IN ENGINEERING (NACME). 9179277 603228 1019212 THE ACADEMY OF HEALTH SCIENCES, WHICH OPERATES 77 ACADEMIES, ADDRESSES THE CRITICAL ACHIEVEMENT GAP IN STEM FIELDS AND DEVELOPS A PIPELINE OF STUDENTS PREPARED TO PURSUE HEALTH-RELATED DEGREES AND PROFESSIONS IN ONE OF THE FASTEST GROWING SECTORS OF THE ECONOMY. COURSES INCLUDE CONTENT ON BIOTECHNOLOGY, ANATOMY, PHYSIOLOGY, AND GLOBAL HEALTH. ACADEMIES MAY USE BIOMEDICAL CURRICULUM FROM PROJECT LEAD THE WAY INC. (PLTW) OR THE HEALTH SCIENCES CAREERS CURRICULUM FROM PAXTON-PATTERSON. HOSAFUTURE HEALTH PROFESSIONALS ALSO PROVIDES OPPORTUNITIES FOR STUDENTS TO BUILD COLLEGE AND CAREER-READINESS SKILLS. THE NATIONAL CONSORTIUM FOR HEALTH SCIENCE EDUCATION PROVIDES AN ONLINE MODULE FOR WORK-BASED LEARNING. 9179277 603228 1019212 17980924 1 1 0 1 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 148 0 90 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH ND NJ NM NY OR PA RI TN UT WI WV X X X CRAIG W LOVE CHIEF FINANCIAL OFFI 2126352400 169 MADISON AVE 2797 NEW YORK NY 10016 SANFORD I WEILL CHAIRMAN 4.00 X X 0 0 0 KENNETH I CHENAULT VICE CHAIRMAN 4.00 X X 0 0 0 ROBERT F SMITH VICE CHAIRMAN 4.00 X X 0 0 0 EUGENE A LUDWIG SECRETARY 4.00 X X 0 0 0 JEFFREY A BRILL DIRECTOR 4.00 X 0 0 0 URSULA M BURNS DIRECTOR 4.00 X 0 0 0 LYNNE M DOUGHTIE DIRECTOR 4.00 X 0 0 0 ALEX GORSKY DIRECTOR 4.00 X 0 0 0 GREGORY J HAYES DIRECTOR 4.00 X 0 0 0 ERIN MCSWEENEY DIRECTOR 4.00 X 0 0 0 JENNIFER MORGAN DIRECTOR 4.00 X 0 0 0 NICOLA PALMER DIRECTOR 4.00 X 0 0 0 THOMAS PENNY III DIRECTOR 4.00 X 0 0 0 MARC REED DIRECTOR 4.00 X 0 0 0 LARRY RENFRO DIRECTOR 4.00 X 0 0 0 JAMES D ROBINSON III DIRECTOR 4.00 X 0 0 0 DAVID L STEWARD DIRECTOR 4.00 X 0 0 0 SANDY TORCHIA DIRECTOR 4.00 X 0 0 0 JOSEPH M TUCCI DIRECTOR 4.00 X 0 0 0 MARC WEILL DIRECTOR 4.00 X 0 0 0 MATTHEW ZIELINSKI DIRECTOR 4.00 X 0 0 0 LISA PAULETTE DUGHI CHIEF EXECUTIVE OFFICER 40.00 X 452948 0 36669 COLLEEN M DEVERY CHIEF STRATEGY OFFICER 40.00 X 269363 0 53447 CRAIG W LOVE CHIEF FINANCIAL OFFICER & TREASURER 40.00 X 265884 0 47818 ELIZABETH PEREZ CHIEF PARTNERSHIP OFFICER 40.00 X 257942 0 46874 VALAIDA DANIELLE WYNN CHIEF ADVANCEMENT OFFICER 40.00 X 269137 0 38885 DIRK A BUTLER CHIEF PROGRAM OFFICER 40.00 X 172447 0 10555 BROOKE A RICE VP, CURRICULUM & WORK-BASED LEARNING 40.00 X 195237 0 20139 SANDRA R GREER-SANDERS VP, PEOPLE OPERATIONS & TALENT MANAGEMENT 40.00 X 195822 0 19136 REEDY MICHELE WADE VP, ACADEMY ENGAGEMENT & IMPACT 40.00 X 190656 0 35178 MARC A LESSER VP, RESEARCH AND TECHNOLOGY 40.00 X 187463 0 28239 HELEN S BLANCH VP, CURRICULUM & INSTRUCTION 40.00 X 187454 0 27830 CAMILLE L CURRIE VP, MARKETING & COMMUNICATIONS 40.00 X 186604 0 26412 TARAWHONA DAVIS BELLEVUE VP, IDEA STRATEGY 40.00 X 185140 0 29236 LINDSEY DIXON VP, PRODUCT & INNOVATION 40.00 X 190201 0 23421 REBECCA A BOSTWICK ASSISTANT VP, COMMUNITY IMPACT 40.00 X 152427 0 33589 UMANG BERI SR DIR, DATA & SYSTEMS 40.00 X 159469 0 19655 KEISHA STEPHENSON TAYLOR SR DIR, ALUMNI & POSTSECONDARY ENGAGEMENT 40.00 X 148440 0 34925 JAMES B COLE SR DIR, PARTNERSHIP ACTIVATION 40.00 X 153037 0 12340 DON-LEE M APPLYRS SR DIR, STRATEGIC ENGAGEMENT 40.00 X 148222 0 10932 3967893 0 555280 54 0 1 0 MODUS ASSOCIATES LLC 3003 PURCHASE STREET UNIT 159 PURCHASE NY 105770159 CONSULTING SERVICES 792445 ORGANIZATIONAL SERVICES INC 3380 TRAVIS POINTE ROAD SUITE H ANN ARBOR MI 48108 CONFERENCE ADMINISTRATION SERVICES 766871 NOCTI 500 NORTH BRONSON AVENUE BIG RAPIDS MI 49307 IT PROJECT MANAGEMENT SERVICES 604403 ALPHA BUSINESS SOLUTIONS LLC 125 HALF MILE ROAD SUITE 200 RED BANK NJ 07701 PROJECT MANAGEMENT SERVICES 371686 ADVANCE NYC INC PO BOX 445 PLEASANTVILLE NY 10570 CONSULTING SERVICES 256250 25 1620593 103534 15813549 164284 17537676 MEMBERSHIP DUES 541900 1355974 1355974 CONFERENCE REGISTRATION FEES 541900 345755 345755 SCHOOL DISTRICT CONTRACTS 541900 294766 294766 1996495 93426 93426 5209231 4353124 856107 856107 856107 124470 1620593 275160 -150690 -150690 REBATES 900099 16873 16873 16873 20349887 1996495 0 815716 X 1064638 1064638 117000 117000 3650143 2352607 781341 516195 7994044 6104852 889662 999530 545814 417902 59203 68709 427110 310425 58485 58200 878151 639331 124493 114327 335014 335014 122500 122500 491563 491563 3596502 3208444 256936 131122 859144 550644 79788 228712 867165 469770 321966 75429 1251789 1016524 210456 24809 1192265 397364 777273 17628 1345512 993441 292142 59929 30164 14642 12965 2557 2211 2211 BAD DEBT EXPENSE 277194 262611 13815 768 STAFF PROFESSIONAL DEVE 56237 29850 20321 6066 MISCELLANEOUS EXPENSES 37643 28392 5425 3826 REPAIRS & MAINTENANCE 24872 2487 22385 25166675 17980924 4386381 2799370 2179339 4956327 872564 627350 3833290 1852141 934149 810483 273097 159812 3377982 3376556 3637 1426 6074463 1386563 4911294 0 19081833 9794102 471448 1114731 489348 1663363 19452 5263391 0 6243639 2778094 X 4685411 898561 8152783 6117447 12838194 7016008 19081833 9794102 X -4816788 -636986 -368412 X X 0 1 X 1 0 X 24033694 23522879 17698936 11626385 17537676 94419570 24033694 23522879 17698936 11626385 17537676 94419570 30629136 63790434 348208 415080 283873 208126 93426 1348713 1499 16873 18372 95786655 8375778 0.66600 0.64170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 1,499. 2023 AMOUNT: $ 16,873. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 72225 1 40858 1 150673 263756 0 PART II-B, LINE 1: THE LOBBYIST ENGAGED WITH ACTIVE LEGISLATIVE ACTIVITY WITH RESPECT TO HIGH SCHOOL ACADEMIES, CAREER AND TECHNICAL EDUCATION, AND YOUTH WORKFORCE DEVELOPMENT TO SHARE NAF'S EXPERTISE IN HOW ANY POLICY CHANGES COULD POSITIVELY OR NEGATIVELY EFFECT THE AVAILABILITY AND QUALITY OF WORK-BASED LEARNING EXPERIENCES FOR HIGH SCHOOL STUDENTS. THE LOBBYISTS PROVIDED FEDERAL GOVERNMENT RELATIONS SERVICES AND STRATEGIC ADVISORY, CONDUCTING VIRTUAL LOBBYING MEETINGS TO ADVANCE NAF'S APPROPRIATIONS REQUEST TO THE CHAIRS AND RANKING MEMBERS OF THE HOUSE AND SENATE LHHS APPROPRIATIONS SUBCOMMITTEES, ALL HOUSE AND SENATE LHHS MEMBERS, AND KEY CONGRESSIONAL BLACK CAUCUS AND CONGRESSIONAL HISPANIC CAUCUS MEMBERS. 0 1 X 652102 79770 731872 707442 -55340 652102 582953 124489 707442 515865 67088 582953 417276 98589 515865 0.00000 1.00000 0.00000 0 0 207497 207497 0 470288 470288 0 2700197 2698771 1426 1426 X 19708381 -636986 88732 275160 -273094 19981475 368412 368412 20349887 25530567 88732 275160 363892 25166675 0 25166675 PART IV, LINE 2B: NAF HOLDS FUNDS FOR SEVERAL ACADEMIES THAT PARTICIPATE IN ITS EDUCATIONAL PROGRAMS, TO BE USED FOR RELATED ACTIVITIES. PART V, LINE 4: THE ALDO PAPONE ENDOWMENT WAS ESTABLISHED BY THE AMERICAN EXPRESS COMPANY IN 1991 TO PROVIDE FUNDS FOR GRANT AWARDS TO OUTSTANDING U.S. ACADEMY PROGRAM. ON AN ANNUAL BASIS, A MAXIMUM OF 7% OF THE ALDO PAPONE ENDOWMENT'S ASSETS ARE AVAILABLE FOR DISBURSEMENT. THE JESSE BLACKMAN ENDOWMENT WAS ESTABLISHED IN 1994 WITH A CONTRIBUTION FROM THE AMERICAN EXPRESS COMPANY. THE PURPOSE OF THE JESSE BLACKMAN ENDOWMENT IS TO PROVIDE FUNDS FOR A SCHOLARSHIP TO AN OUTSTANDING STUDENT IN THE HOSPITALITY AND TOURISM PROGRAM. PART X, LINE 2: NAF RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT NAF HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. NAF IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED ON PART VIII, LINE 8B 275,160. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON LEASE TERMINATION 368,412. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED ON PART VIII, LINE 8B 275,160. X X X X X 1 POWERED BY PROFESSIONALS INC 1460 BROADWAY 4TH FL NEW YORK NY 10036 ANNUAL BENEFIT CONSULTANT 0 1745063 69313 1675750 ADVANCE NYC INC PO BOX 445 PLEASANTVILLE NY 10570 STRATEGY AND SUPPORT FOR INSTITUTIONAL GIVING, INDIVIDUAL GI 0 0 274250 -274250 CHAPMAN CUBINE ALLEN & HUSSEY INC 2000 15TH STREET NORTH SUITE 550 ARLINGTON VA 22201 DEVELOP DIGITAL FUNDRAISING STRATEGY 0 0 148000 -148000 1745063 491563 1253500 AL AK AZ AR CA CT CO DC FL GA HI IL IN KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI ANNUAL BENEFIT 1745063 1620593 124470 50958 108262 2800 113140 1745063 1620593 124470 50958 108262 2800 113140 275160 -150690 1 READY CT 350 CHURCH ST HARTFORD CT 06103 274704040 501(C)(3) 150000 0 SUBGRANT TO IMPLEMENT NAF MODEL WITH HARTFORD PUBLIC SCHOOLS NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7319 RALEIGH NC 27695 566000756 SECTION 115 100000 0 NAF FUTURE READY SCHOLARS PROGRAM MAGNET EDUCATIONAL CHOICE ASSOCIATION INC 1501 NE 2ND AVE MIAMI FL 33132 650290712 501(C)(3) 41000 0 WEILL AWARD, DISTINGUISHED ACADEMIES, STUDENT INDUSTRY CONFERENCE UWM FOUNDATION INC 1440 E NORTH AVE MILWAUKEE WI 53202 237337744 501(C)(3) 35000 0 2023 FUTURE READY SCHOLARS PROGRAM GLOBAL INTITIATIVES INC PO BOX 5146 WEST CHESTER PA 19380 161501127 501(C)(3) 25000 0 2023 GLOBAL PARTNER CONTRIBUTION TO THE GTTP BIRMINGHAM CITY BOARD OF EDUCATION 2015 PARK PLACE NORTH BIRMINGHAM AL 35203 636000767 SECTION 115 20000 0 DISTINGUISHED ACADEMIES & PROGRAM GRANTS SCHOLARSHIP AMERICA INC 7900 INTERNATIONAL DRIVE MINNEAPOLIS MN 55425 042296967 501(C)(3) 19500 0 SCHOLARSHIPS FRIENDSHIP PUBLIC CHARTER SCHOOL 1400 FIRST STREET NW WASHINGTON DC 20001 582398964 501(C)(3) 12000 0 RTX SUBGRANT, RTX MARKETING PASSTHROUGH, DISTINGUISHED ACADEMIES DC PUBLIC EDUCATION FUND 3407 14TH STREET NW WASHINGTON DC 20010 261607955 501(C)(3) 10000 0 RTX MARKETING & RECRUITMENT PASSTHROUGH EAST BATON ROUGE PARISH SCHOOL SYSTEM 1050 SOUTH FOSTER DR BATON ROUGE LA 70806 726000353 SECTION 115 10000 0 FUND II BOOST SUBGRANT MULTICULTURAL CAREER INTERN PROGRAM 3101 16TH ST NW WASHINGTON DC 20010 521263933 501(C)(3) 10000 0 DISTINGUISHED ACADEMIES 11 SCHOLARSHIPS 23 71000 KNOPRO CHALLENGE WINNERS 108 38000 SUBGRANT AWARD 1 8000 PART I, LINE 2: NAF DISBURSES SEVERAL SCHOLARSHIPS TO STUDENTS AND PROGRAM ALUMNI. IN ADDITION, PROGRAM GRANTS ARE DISBURSED TO THE ACADEMIES THEMSELVES TO ASSIST WITH PROGRAM EXPENDITURES. SCHOLARSHIPS ARE AWARDED THROUGH A COMPETITIVE APPLICATION PROCESS. DIFFERENT SCHOLARSHIP PROGRAMS HAVE VARYING CRITERIA, BUT IN GENERAL THE FOLLOWING APPLY: STUDENTS MUST BE ENROLLED IN OR ALUMNI OF AN ACADEMY. PROGRAM GRANTS ARE AWARDED BASED ON A COMPETITIVE PROCESS OR ACCORDING TO DONOR SPECIFICATIONS. NAF AND GRANTEES JOINTLY AGREE ON ALL PROGRAMMATIC GOALS AND EXPECTATIONS, INCLUDING ESTABLISHING VARIOUS REPORTING OBLIGATIONS TO ENSURE ACCOUNTABILITY. NAF STAFF IN TURN MONITOR GRANTEES' PROGRESS THROUGHOUT THE REPORTING PERIOD TO ENSURE ADEQUATE PROGRESS IS MADE AS WELL AS TO PROVIDE SUPPORT, AS NECESSARY. KNOPRO CHALLENGE WINNERS: ONLY 2% OF HIGH SCHOOL STUDENTS IN THE U.S. COMPLETE A PAID INTERNSHIP. WE BELIEVE THAT ALL STUDENTS DESERVE ACCESS TO REWARDING WORK-BASED-LEARNING AND CAREER READINESS EXPERIENCES. WE MADE KNOPRO TO REACH THE OTHER 98%. HIGH SCHOOL STUDENTS SIGN UP FOR AN ACCOUNT TO COMPLETE SKILLBUILDER OR CHALLENGES. THE PRESENTATIONS ARE SUBMITTED TO THE JUDGES AND WINNERS ARE CHOOSEN FROM THE SKILLBUILDERS. A PANEL MADE UP OF INDUSTRY LEADERS AND INTERNAL STAFF REVIEWED ALL SUBMISSIONS AND RATED/SELECTED WINNERS BASED ON STATED CRITERIA AND SUBJECTIVE ASSESSMENTS. FUNDS WERE ONLY DISTRIBUTED AT THE COMPLETION OF THE ASSIGNMENT THEREFORE NO ADDITIONAL MONITORING WAS REQUIRED. SUB-GRANT AWARDS: IN COORDINATION WITH SPONSORS, SUB-GRANTEES WERE SELECTED BASED ON PROGRAMMATIC IMPACT, CURRICULUM THEME, AND/OR GEOGRAPHIC REGION. INTERNAL STAFF CONTINUOUSLY MONITORED ALL SUB-GRANTEES AND RELATED PERFORMANCE DATA WAS EVALUATED TO ENSURE MINIMUM STANDARDS WERE MET UNTIL THE COMPLETION OF THE SCHOOL YEAR. X X X X X 0 0 0 0 0 0 0 1 0 LISA PAULETTE DUGHI CHIEF EXECUTIVE OFFICER 446331 0 0 0 6617 0 26400 0 10269 0 489617 0 0 0 COLLEEN M DEVERY CHIEF STRATEGY OFFICER 262746 0 0 0 6617 0 22915 0 30532 0 322810 0 0 0 CRAIG W LOVE CHIEF FINANCIAL OFFICER & TREASURER 259267 0 0 0 6617 0 22248 0 25570 0 313702 0 0 0 VALAIDA DANIELLE WYNN CHIEF ADVANCEMENT OFFICER 256100 0 0 0 13037 0 21600 0 17285 0 308022 0 0 0 ELIZABETH PEREZ CHIEF PARTNERSHIP OFFICER 251325 0 0 0 6617 0 21600 0 25274 0 304816 0 0 0 REEDY MICHELE WADE VP, ACADEMY ENGAGEMENT & IMPACT 184039 0 0 0 6617 0 15244 0 19934 0 225834 0 0 0 MARC A LESSER VP, RESEARCH AND TECHNOLOGY 179646 0 1200 0 6617 0 14896 0 13343 0 215702 0 0 0 BROOKE A RICE VP, CURRICULUM & WORK-BASED LEARNING 181950 0 250 0 13037 0 14820 0 5319 0 215376 0 0 0 HELEN S BLANCH VP, CURRICULUM & INSTRUCTION 180587 0 250 0 6617 0 14820 0 13010 0 215284 0 0 0 SANDRA R GREER-SANDERS VP, PEOPLE OPERATIONS & TALENT MANAG 183260 0 0 0 12562 0 14800 0 4336 0 214958 0 0 0 TARAWHONA DAVIS BELLEVUE VP, IDEA STRATEGY 178523 0 0 0 6617 0 14800 0 14436 0 214376 0 0 0 LINDSEY DIXON VP, PRODUCT & INNOVATION 183584 0 0 0 6617 0 14800 0 8621 0 213622 0 0 0 CAMILLE L CURRIE VP, MARKETING & COMMUNICATIONS 179987 0 0 0 6617 0 14800 0 11612 0 213016 0 0 0 REBECCA A BOSTWICK ASSISTANT VP, COMMUNITY IMPACT 145810 0 0 0 6617 0 12800 0 20789 0 186016 0 0 0 KEISHA STEPHENSON TAYLOR SR DIR, ALUMNI & POSTSECONDARY ENGAG 138973 0 150 0 9317 0 12258 0 22667 0 183365 0 0 0 DIRK A BUTLER CHIEF PROGRAM OFFICER 168310 0 0 0 4137 0 5600 0 4955 0 183002 0 0 0 UMANG BERI SR DIR, DATA & SYSTEMS 146307 0 600 0 12562 0 12294 0 7361 0 179124 0 0 0 JAMES B COLE SR DIR, PARTNERSHIP ACTIVATION 139400 0 600 0 13037 0 11200 0 1140 0 165377 0 0 0 DON-LEE M APPLYRS SR DIR, STRATEGIC ENGAGEMENT 134985 0 200 0 13037 0 10815 0 117 0 159154 0 0 0 PART I, LINE 7 BONUSES WERE PAID BASED ON THE PERFORMANCE OF THE INDIVIDUALS AND WITHIN THE APPROVED BUDGET. BONUSES WERE TAXABLE AND REPORTED ON THE INDIVIDUALS' 2023 FORMS W-2, AND REPORTED ON SCHEDULE J, PART II IN COLUMN B (II). X 3 164284 AVG. SELLING PRICE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN B. FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A: THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. FORM 990, PART VI, SECTION A, LINE 2 SANFORD I. WEILL, CHAIRMAN, AND MARC WEILL, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION AND IN CONSULTATION WITH NAF STAFF MEMBERS. THE RETURN PREPARED BY THE ACCOUNTING FIRM IS THEN REVIEWED BY THE ORGANIZATION'S FINANCE DEPARTMENT, AS WELL AS THE FINANCE AND AUDIT COMMITTEES OF THE BOARD OF DIRECTORS. THE ORGANIZATION'S FORM 990 IS THEN PROVIDED ELECTRONICALLY TO THE FULL BOARD OF DIRECTORS BEFORE SUBMISSION OF THE RETURN TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C NAF HAS A CODE OF ETHICS/CONFLICT OF INTEREST POLICY REQUIRING ALL DIRECTORS, OFFICERS AND KEY PERSONS TO COMPLETE A CONFLICT OF INTEREST POLICY LETTER ANNUALLY. THE LETTERS ARE REVIEWED BY THE AUDIT COMMITTEE WHO DETERMINES IF A CONFLICT OF INTEREST EXISTS. IN THE EVENT OF A CONFLICT OF INTEREST, THE BOARD OF DIRECTORS DETERMINES THE APPROPRIATE ACTIONS REQUIRED, INCLUDING PREVENTING THE INDIVIDUAL FROM PARTICIPATING IN DISCUSSION AND DECISIONS REGARDING THE MATTER. MINUTES OF THE MEETINGS OF THE AUDIT COMMITTEE WILL RECORD THE NAMES OF THE INTERESTED PERSONS, NATURE OF THE CONFLICT OF INTERESTS, AND THE FINAL DECISIONS MADE REGARDING THE CONFLICT OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 NAF HIRED AN INDEPENDENT COMPENSATION CONSULTANT TO PRODUCE A SALARY SURVEY IN 2021. NAF HAS SET COMPENSATION FOR SENIOR MANAGEMENT WITHIN THE RANGE OF THE GOING MARKET RATE FOR FUNCTIONALLY COMPARABLE POSITIONS HELD BY INDIVIDUALS WITH SIMILAR EXPERIENCE LEVELS AT SIMILARLY SITUATED ORGANIZATIONS. DOCUMENTATION IS MAINTAINED IN NAF'S RECORDS. A COMPENSATION COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS REVIEW AND APPROVE COMPENSATION FOR THE CEO, AS WELL AS ALL OTHER TOP MANAGEMENT AND KEY EMPLOYEES. THIS PROCESS WAS LAST UNDERTAKEN IN 2021 AND WILL BE DONE AGAIN IN 2024. FORM 990, PART VI, SECTION C, LINE 19 NAF MAKES ITS FORM 990 AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE; THE FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE, GUIDESTAR.ORG, AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FORM 990 AS WELL AS THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, FORM 1023, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G RESEARCH: PROGRAM SERVICE EXPENSES 133,228. MANAGEMENT AND GENERAL EXPENSES 23,511. FUNDRAISING EXPENSES 13,250. TOTAL EXPENSES 169,989. CURRICULUM DEVELOPMENT: PROGRAM SERVICE EXPENSES 111,690. MANAGEMENT AND GENERAL EXPENSES 101. FUNDRAISING EXPENSES 101. TOTAL EXPENSES 111,892. CONSULTING AND PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,963,526. MANAGEMENT AND GENERAL EXPENSES 233,324. FUNDRAISING EXPENSES 117,771. TOTAL EXPENSES 3,314,621. FORM 990, PART XI, LINE 9: LOSS ON LEASE TERMINATION -368,412. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.