2024-08-06T13:56:54-05:00 2023-09-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2022-10-01 526055762 NATIONAL LEAGUE OF CITIES INSTITUTE INC NATI 2026263064 660 NORTH CAPITOL STREET NW 450 WASHINGTON DC 20001 CLARENCE E ANTHONY CEO/EXECUTIVE DIRECTOR 2026263064 2024-08-05 1 1 AARON M FOX P01365820 2022274000 2024-08-05 2022 2024-08-08 14:25:15Z CLARENCE E ANTHONY 660 NORTH CAPITOL STREET NW 450 WASHINGTON DC 20001 27174469 0 X WWW.NLC.ORG X 1958 DE DEV. & DISTRIBUTE KNOWLEDGE TO ELECTED OFFICIALS IN MEETING THE CHALLENGES OF LOCAL MUNICIPALITIES. 61 61 69 100 0 0 27249555 27050230 119302 112239 0 0 22493 12000 27391350 27174469 4909815 7520214 0 0 6131832 7898830 0 0 473930 7455903 12546913 18497550 27965957 8893800 -791488 19106059 23823330 1041188 6549947 18064871 17273383 THE LEAGUE'S MISSION IS TO EQUIP LOCALLY ELECTED OFFICIALS WITH KNOWLEDGE, TOOLS, AND TECHNIQUES TO ENHANCE THEIR ABILITY TO GOVERN EFFECTIVELY IN THEIR CITIES. 0 0 15328998 1409492 CENTER FOR LEADERSHIP, EDUCATION, ADVANCEMENT AND DEVELOPMENT (LEAD) - SEEKS TO STRENGTHEN THE CAPACITY OF MUNICIPAL LEADERS TO ADDRESS THE NEEDS OF CHILDREN AND FAMILIES IN THEIR OWN COMMUNITIES. ITS OWN WORK FOCUSES ON FIVE CORE PROGRAM AREAS - EDUCATION, YOUTH DEVELOPMENT, EARLY CHILDHOOD DEVELOPMENT, THE SAFETY OF CHILDREN AND YOUTH, AND FAMILY ECONOMIC SECURITY. LEAD PROVIDES TECHNICAL ASSISTANCE SUPPORT TO MAYORS, COUNCIL MEMBERS, AND THEIR STAFFS IN PROGRAM AREAS. 11847075 6110722 112239 CENTER FOR MUNICIPAL PRACTICE (CMP) - DEVELOPS, CONDUCTS AND REPORTS RESEARCH ON PROGRAMS AND ISSUES OF IMPORTANCE TO CITIES AND TOWNS AND TO THE LEAGUE. 27176073 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 102 0 1 69 1 0 0 0 0 0 0 0 0 0 0 0 0 X 61 61 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X CLARENCE ANTHONY CEOEXECUTIVE DIR 2026263064 660 NORTH CAPITOL STREET NW 450 WASHINGTON DC 20001 HON VICTORIA WOODARDS FIRST VP - UNTIL 11/2022, PRESIDENT 1.00 1.00 X X 0 0 0 HON DAVID SANDER SECOND VP - UNTIL 11/2022, FIRST VP 1.00 1.00 X X 0 0 0 SHARON WESTON BROOME DIRECTOR - UNTIL 11/2022, SECOND VP 1.00 1.00 X X 0 0 0 HON VINCE WILLIAMS PRESIDENT - UNTIL 11/2022, IMM. PAST PRESIDENT 1.00 1.00 X X 0 0 0 HON KATHY MANESS PAST PRESIDENT - UNTIL 11/2022 1.00 1.00 X X 0 0 0 BYRON AMOS DIRECTOR 1.00 1.00 X 0 0 0 NILS ANDREASSEN DIRECTOR 1.00 1.00 X 0 0 0 JAN ARBUCKLE DIRECTOR 1.00 1.00 X 0 0 0 RAS BARAKA DIRECTOR 1.00 1.00 X 0 0 0 ANDREA BAREFIELD DIRECTOR 1.00 1.00 X 0 0 0 PETER BAYNES DIRECTOR 1.00 1.00 X 0 0 0 GYNA BIVENS DIRECTOR 1.00 1.00 X 0 0 0 TRAVIS BLOSSER DIRECTOR 1.00 1.00 X 0 0 0 KEVIN BOMMER DIRECTOR 1.00 1.00 X 0 0 0 NATHANIEL BOOKER DIRECTOR 1.00 1.00 X 0 0 0 ADITI BUSSELLS DIRECTOR 1.00 1.00 X 0 0 0 STEVE CALLAWAY DIRECTOR 1.00 1.00 X 0 0 0 JOLIEN CARABALLO DIRECTOR 1.00 1.00 X 0 0 0 HON MARY DENNIS DIRECTOR 1.00 1.00 X 0 0 0 HON BRUCE DUKE DIRECTOR 1.00 1.00 X 0 0 0 CINDY DYBALLA DIRECTOR 1.00 1.00 X 0 0 0 HON JOHN FOGLE DIRECTOR 1.00 1.00 X 0 0 0 MR DAN FOWLER DIRECTOR - UNTIL 11/2022 1.00 1.00 X 0 0 0 JEANNIE GARNER DIRECTOR 1.00 1.00 X 0 0 0 DAN GILMARTIN DIRECTOR 1.00 1.00 X 0 0 0 MICHELLE GOWDY DIRECTOR 1.00 1.00 X 0 0 0 RICK GRADY DIRECTOR 1.00 1.00 X 0 0 0 MS HEATHER HALL DIRECTOR 1.00 1.00 X 0 0 0 HON SHANNON HARDIN DIRECTOR 1.00 1.00 X 0 0 0 HON DAN HARDY DIRECTOR 1.00 1.00 X 0 0 0 MARK HAYES DIRECTOR 1.00 1.00 X 0 0 0 HON JEANETTE HERRON DIRECTOR 1.00 1.00 X 0 0 0 HON DAVID HOLT DIRECTOR 1.00 1.00 X 0 0 0 TISHAURA JONES DIRECTOR 1.00 1.00 X 0 0 0 EMMETT JORDAN DIRECTOR 1.00 1.00 X 0 0 0 KENT KEEL DIRECTOR 1.00 1.00 X 0 0 0 KATE KRULLER DIRECTOR 1.00 1.00 X 0 0 0 EMILY LARSON DIRECTOR 1.00 1.00 X 0 0 0 HON LEO LONGWORTH DIRECTOR 1.00 1.00 X 0 0 0 HON ADAM MCGOUGH DIRECTOR 1.00 1.00 X 0 0 0 DENISE MITCHELL DIRECTOR 1.00 1.00 X 0 0 0 HON JOSH MOENNING DIRECTOR 1.00 1.00 X 0 0 0 MS TARA MOSLEY-SAMPLES DIRECTOR 1.00 1.00 X 0 0 0 TERESA MOSQUEDA DIRECTOR 1.00 1.00 X 0 0 0 BRIAN O'NEILL DIRECTOR 1.00 1.00 X 0 0 0 DARRELL O'QUINN DIRECTOR 1.00 1.00 X 0 0 0 MATT ORLANDO DIRECTOR 1.00 1.00 X 0 0 0 STEVE PATTERSON DIRECTOR 1.00 1.00 X 0 0 0 HON STEPHANIE PIKO DIRECTOR 1.00 1.00 X 0 0 0 HATTIE PORTIS-JONES DIRECTOR 1.00 1.00 X 0 0 0 CHRISTOPHER ROBERTS DIRECTOR 1.00 1.00 X 0 0 0 RICHARD SHEETS DIRECTOR 1.00 1.00 X 0 0 0 MARK SHEPHERD DIRECTOR 1.00 1.00 X 0 0 0 JOSHUA SIMMONS DIRECTOR 1.00 1.00 X 0 0 0 HON JAKE SPANO DIRECTOR 1.00 1.00 X 0 0 0 HON TY STOBER DIRECTOR 1.00 1.00 X 0 0 0 EDWARD SUNDQUIST DIRECTOR 1.00 1.00 X 0 0 0 BRIAN TRAUGOTT DIRECTOR 1.00 1.00 X 0 0 0 HON GILBERT VILLEGAS DIRECTOR 1.00 1.00 X 0 0 0 HON ANGELIA WASHINGTON DIRECTOR 1.00 1.00 X 0 0 0 CARROLL LEW WATSON DIRECTOR 1.00 1.00 X 0 0 0 HON STEVE WILLIAMS DIRECTOR 1.00 1.00 X 0 0 0 JANICE ZAHN DIRECTOR 1.00 1.00 X 0 0 0 CLARENCE E ANTHONY CEO/EXECUTIVE DIRECTOR 6.00 32.00 X 90774 484130 61871 MICHAEL TERSECK CFO - AS OF 01/2023 15.00 13.00 X 0 0 0 ROBERT BLAINE SR. EXECUTIVE DIRECTOR, LEAD 38.00 0.00 X 195181 0 40249 ANDREW MOORE DIR. YOUTH & YOUNG ADULT CONNECTIONS 38.00 0.00 X 168952 0 37787 SUZANNE PECHILO POLIS DIR., HEALTH AND WELLNESS 38.00 0.00 X 174212 0 31876 JUSTIN EDWARDS DATA DIR., YEF INSTITUTE 38.00 0.00 X 175427 0 29000 HEIDI GOLDBERG DIR., ECON. OPP & FIN. EMPOWERMENT 38.00 0.00 X 167285 0 35981 KATIE DAILINGER PROJECT DIR., LOCAL INFRA. HUB 38.00 0.00 X 165685 0 14275 1137516 484130 251039 17 0 1 0 LUMINARY LABS LLC 61 BROADWAY SUITE 2800 NEW YORK NY 10006 CONSULTING 499901 THE URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 CONSULTING 324000 MYSIDEWALK 1911 BALTIMORE AVENUE KANSAS CITY MO 64108 CONSULTING 247775 JUSTICE & SUSTAINABILITY ASSOCIATES 910 17TH STREET NW SUITE 311 WASHINGTON DC 20006 CONSULTING 210401 AUGEO EXPERIENCES LLC 2561 W TERRITORIAL ROAD SAINT PAUL MN 55114 IT DIGITAL SERVICES 175000 6 194980 26855250 27050230 SPONSORSHIPS 900099 112239 112239 112239 REIMBURSEMENTS 900099 12000 12000 12000 27174469 112239 0 12000 X 7520214 7520214 477924 477924 5326235 4753405 229132 343698 303971 270856 13246 19869 1298457 1163743 53886 80828 492243 443018 19690 29535 8118219 8118219 46002 46002 35645 35645 93278 93278 20000 20000 395983 395983 1409638 1409638 INDIRECT COSTS 2361235 2361235 DUES AND SUBSCRIPTIONS 45808 45808 TEMPORARY LABOR 18896 18896 MISCELLANEOUS 2083 2083 126 126 27965957 27176073 315954 473930 8950958 7331286 7354273 9948594 0 22483 29420 13378 1527014 1592511 1244394 4915078 19106059 23823330 496317 1128945 0 4487473 544871 933529 1041188 6549947 X -1828738 -4775631 19893609 22049014 18064871 17273383 19106059 23823330 -791488 0 X 0 1 X 1 0 X X X 1 NAT'L LEAGUE OF CITIES 530226780 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 FORM 990, SCHEDULE A, PART IV, LINE 3B NATIONAL LEAGUE OF CITIES INSTITUTE (NLCI) IS THE SUPPORTING ORGANIZATION FOR THE NATIONAL LEAGUE OF CITIES (NLC), A 501(C)(4) ORGANIZATION. NLCI PERFORMED THE 509(A)(2) TEST FOR NLC AND FOUND THAT NLC'S SUPPORT PERCENTAGE EXCEEDS THE 33% MINIMUM OF PUBLIC SUPPORT THAT WOULD BE REQUIRED IF NLC WERE DESCRIBED AS SUCH AN ENTITY. ACCORDINGLY, NLCI IS ELIGIBLE TO SUPPORT NLC. FORM 990, SCHEDULE A, PART IV, LINE 3C FUNDS PROVIDED TO THE SUPPORTED ORGANIZATION (NLC) ARE REVIEWED INTERNALLY AND WITH ITS ACCOUNTING FIRM TO ENSURE PROPER USE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM RELATED ORGANIZATION 4865697 DEPOSITS 49381 4915078 X PART X, LINE 2: THE LEAGUE PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 0 CHILDREN & NATURE NETWORK 1611 COUNTY ROAD B WEST SUITE 320 ROSEVILLE MN 55113 141959018 501(C)(3) 1380910 0 GENERAL SUPPORT AMERICA ACHIEVES INC 244 FIFTH AVENUE SUITE F71 NEW YORK NY 10001 273238471 501(C)(3) 1036277 0 ECONOMIC DEVELOPMENT ADMINISTRATION GRANT PHILADELPHIA CITY FUND 1400 JFK BOULEVARD CITY HALL ROOM 267 PHILADELPHIA PA 19107 232174863 501(C)(3) 700000 0 GENERAL SUPPORT DREXEL UNIVERSITY 3201 ARCH STREET SUITE 400 PHILADELPHIA PA 19104 231352630 501(C)(3) 513372 0 ECONOMIC DEVELOPMENT ADMINISTRATION GRANT CITY OF JACKSON PO BOX 17 JACKSON MS 39205 646000503 GOVERNMENT 490000 0 SOUTHERN CITIES ECONOMIC INCLUSION INITIATIVE, MUNICIPALITIES REIMAGINING COMMUNITY SAFETY INITIATIVE CITY OF ST LOUIS MENTAL HEALTH BOARD OF TRUSTEES 333 SOUTH 18TH STREET SUITE 200 ST LOUIS MO 63103 431662402 GOVERNMENT 475000 0 MUNICIPALITIES REIMAGINING COMMUNITY SAFETY INITIATIVE NEIGHBORWORKS AMERICA 1255 UNION STREET NE SUITE 500 WASHINGTON DC 20002 521148078 501(C)(3) 270708 0 GENERAL SUPPORT GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC 58 EDGEWOOD AVENUE NE 3RD FLOOR ATLANTA GA 303023999 581845423 501(C)(3) 233628 0 GENERAL SUPPORT FEDERATION OF AMERICAN SCIENTISTS 1112 16TH STREET NW SUITE 600 WASHINGTON DC 20036 237185827 501(C)(3) 202100 0 ECONOMIC DEVELOPMENT ADMINISTRATION GRANT RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK 230 WEST 41ST STREET 7TH FLOOR NEW YORK NY 10036 131988190 501(C)(3) 200000 0 GENERAL SUPPORT CITY OF ST PAUL 1100 HAMLINE AVENUE NORTH SAINT PAUL MN 55108 416005521 GOVERNMENT 150637 0 GENERAL SUPPORT CITY OF SACRAMENTO 915 I STREET SACRAMENTO CA 95814 946000410 GOVERNMENT 146378 0 EQUITABLE ECONOMIC MOBILITY INITIATIVE, YOUTH EXCEL INITIATIVE GEORGIA CITY SOLUTIONS PO BOX 105377 ATLANTA GA 30348 822812740 501(C)(3) 122217 0 GENERAL SUPPORT SOCIAL PROGRESS IMPERATIVE 2101 L STREET NW SUITE 800 WASHINGTON DC 20037 364701434 501(C)(3) 120000 0 GENERAL SUPPORT CITY OF CHARLESTON 116 MEETING STREET PO BOX 304 CHARLESTON SC 29402 576000226 GOVERNMENT 111149 0 CITY INCLUSIVE ENTREPRENEURSHIP NETWORK, EQUITABLE ECONOMIC MOBILITY INITIATIVE, STRONG SOUTHERN COMMUNITIES INITIATIVE 15 0 0 0 0 0 0 0 0 1 0 CLARENCE E ANTHONY CEO/EXECUTIVE DIRECTOR 85293 454898 5481 29232 0 0 5516 29416 4254 22685 100544 536231 0 0 ROBERT BLAINE SR. EXECUTIVE DIRECTOR, LEAD 184992 0 10189 0 0 0 12474 0 27775 0 235430 0 0 0 ANDREW MOORE DIR. YOUTH & YOUNG ADULT CONNECTIONS 167315 0 1637 0 0 0 16895 0 20892 0 206739 0 0 0 SUZANNE PECHILO POLIS DIR., HEALTH AND WELLNESS 171082 0 3130 0 0 0 5065 0 26811 0 206088 0 0 0 JUSTIN EDWARDS DATA DIR., YEF INSTITUTE 173727 0 1700 0 0 0 1010 0 27990 0 204427 0 0 0 HEIDI GOLDBERG DIR., ECON. OPP & FIN. EMPOWERMENT 164178 0 3107 0 0 0 16729 0 19252 0 203266 0 0 0 KATIE DAILINGER PROJECT DIR., LOCAL INFRA. HUB 165685 0 0 0 0 0 0 0 14275 0 179960 0 0 0 PART I, LINE 3 NLCI DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF THE NLC, A RELATED ORGANIZATION THAT IS TAX EXEMPT UNDER IRC SECTION CODE 501(C)(4). THE COST OF NLC'S OFFICERS AND KEY EMPLOYEES ARE ALLOCATED UNDER THE TERMS OF A COST SHARING ARRANGEMENT. THE FOLLOWING IS THE NLC COMPENSATION PROCESS: FOR THE EXECUTIVE DIRECTOR, SEARCH COMMITTEE IS ASSEMBLED AND SALARY DETERMINED BY A BENCH MARKING SURVEY, COMPENSATION REPORTS, AND INPUT FROM THE HUMAN RESOURCE DIRECTOR. ALL OTHER STAFF ARE HIRED THROUGH THE HUMAN RESOURCE DEPARTMENT AS GOVERNED BY THE HUMAN RESOURCE POLICY MANUAL. PART I, LINE 7 CALENDAR YEAR DISCRETIONARY BONUSES RECEIVED BY CLARENCE E. ANTHONY, ROBERT BLAINE, ANDREW MOORE, SUZANNE PECHILO POLIS, JUSTIN EDWARDS, HEIDI GOLDBERG, AND KATIE DAILINGER ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(II). FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY NLCI'S INDEPENDENT ACCOUNTING FIRM. UPON SUBMISSION OF THE DRAFT FEDERAL FORM 990, IT IS THEN REVIEWED BY NLCI'S SENIOR STAFF. THE DRAFT FEDERAL FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND REVISION IF NEEDED PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED BY EACH MEMBER OF THE BOARD OF DIRECTORS. THE BOARD MEMBERS ARE REQUIRED NOT TO ENGAGE IN ANY ACTIVITY THAT IS CONSIDERED TO CONFLICT WITH THE OPERATIONS OF NLCI. FORM 990, PART VI, SECTION B, LINE 15A NLCI DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF THE NATIONAL LEAGUE OF CITIES (NLC). THE COST OF NLC'S OFFICERS AND KEY EMPLOYEES ARE ALLOCATED UNDER THE TERMS OF A COST SHARING ARRANGEMENT. THE FOLLOWING IS THE NLC COMPENSATION PROCESS: FOR THE EXECUTIVE DIRECTOR, SEARCH COMMITTEE IS ASSEMBLED AND SALARY DETERMINED BY A BENCH MARKING SURVEY, COMPENSATION REPORTS, AND INPUT FROM THE HUMAN RESOURCE DIRECTOR. ALL OTHER STAFF ARE HIRED THROUGH THE HUMAN RESOURCE DEPARTMENT AS GOVERNED BY THE HUMAN RESOURCE POLICY MANUAL. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, A COPY OF THE REQUESTED FINANCIAL INFORMATION OR POLICY IS E-MAILED TO THE REQUESTING PARTY. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 4,773,981. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,773,981. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 3,343,912. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,343,912. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 326. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 326. NATIONAL LEAGUE OF CITIES 660 NORTH CAPITOL STREET NW SUITE 4 WASHINGTON DC 20001 530226780 STRENGTHENING AND PROMOTING CITIES IL 501(C)(4) N/A N/A 0 NATIONAL LEAGUE OF CITIES SERVICES INC 660 NORTH CAPITOL STREET NW SUITE 4 WASHINGTON DC 20001 522185034 PAYROLL SERVICES DE NATIONAL LEAGUE OF CITIES C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0