2025-05-15T15:52:30-05:00 2024-06-30 202153727 SB & COMPANY 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2023-07-01 521451753 NATIONAL ACADEMY OF SOCIAL INSURANCE NATI 2022437007 1441 L STREET NW 530 WASHINGTON DC 20005 MERRILL FRIEDMAN TREASURER 2022437007 2025-05-15 1 0 PAMELA GRAY P01237506 4105842118 2023 2025-03-06 01:10:19Z WILLIAM J ARNONE 1441 L STREET NW 530 WASHINGTON DC 20005 748973 0 X WWW.NASI.ORG X 1986 DC A NON-PARTISAN ORGANIZATION OF LEADING EXPERTS ON SOCIAL INSURANCE THAT ADVANCES SOLUTIONS TO CHALLENGES FACING THE NATION BY INCREASING PUBLIC UNDERSTANDING OF HOW SOCIAL INSURANCE CONTRIBUTES TO ECONOMIC SECURITY. 17 17 8 50 0 0 903121 553973 174391 182366 18062 12634 -84844 -81773 1010730 667200 0 0 0 0 470030 231947 0 0 3997 554235 647247 1024265 879194 -13535 -211994 1507801 1358973 813843 857988 693958 500985 X A NON-PARTISAN ORGANIZATION OF LEADING EXPERTS ON SOCIAL INSURANCE THAT ADVANCES SOLUTIONS TO CHALLENGES FACING THE NATION BY INCREASING PUBLIC UNDERSTANDING OF HOW SOCIAL INSURANCE CONTRIBUTES TO ECONOMIC SECURITY. 0 0 239174 182366 RESEARCH - THE ACADEMY IS A CONVENER OF EXPERT SCHOLARS (FROM OUR MEMBERSHIP AND BEYOND) TO ANALYZE KEY POLICY ISSUES AND OFFER POLICYMAKERS INDEPENDENT, MULTI-STAKEHOLDER ANALYSES AND OPTIONS. ACADEMY STAFF ANALYZES SOCIAL INSURANCE POLICY ISSUES BOTH AS INDIVIDUAL SCHOLARS AND BY SUPPORTING STUDY PANELS THAT ANALYZE INFORMATION AND ISSUE A CONSENSUS ON POLICY OPTIONS. THE ACADEMY COMMUNICATES ITS WORK TO ITS MEMBERS AND THE INTERESTED PUBLIC THROUGH A VARIETY OF EDUCATION FORUMS THAT THE STAFF OR OTHERS ORGANIZE, THROUGH WEBSITE AND PRINT INFORMATION, AND THROUGH PRESENTATIONS. 115613 MEMBERSHIP - THE ACADEMY CONDUCTS AN ANNUAL NOMINATION PROCESS, HOLDS AN ANNUAL MEETING, MAINTAINS AN ONLINE DATABASE AND DIRECTORY OF MEMBERS, AND KEEPS MEMBERS (AND THE PUBLIC) INFORMED OF OPPORTUNITIES TO ENGAGE WITH ACADEMY EVENTS AND RESEARCH. 75216 LEADERSHIP DEVELOPMENT - THE ACADEMY PROVIDES OPPORTUNITIES FOR YOUNG PEOPLE TO ENTER THE FIELD OF SOCIAL INSURANCE. AS THE PRIMARY ORGANIZATION OF SOCIAL INSURANCE PROFESSIONALS, WE CONNECT TODAY'S LEADERS WITH THOSE WHO WILL TAKE THE REINS IN COMING YEARS. THE ACADEMY RUNS FIVE DISTINCT INTERNSHIP PROGRAMS THAT EACH RECRUIT TALENTED STUDENTS AND YOUNG PROFESSIONALS AND MATCHES THEM WITH INTERNSHIP PLACEMENTS WHERE THEY BEGIN TO MAKE SUBSTANTIVE CONTRIBUTIONS AT ORGANIZATIONS WORKING TO STRENGTHEN SOCIAL INSURANCE PROGRAMS. THERE ARE NOW NEARLY 500 ASSOCIATE MEMBERS OF THE ACADEMY - YOUNG AND MID-CAREER PROFESSIONALS WHO SUCCESSFULLY COMPLETED ONE OF THE ACADEMY'S LEADERSHIP DEVELOPMENT PROGRAMS. PAST INTERNS ARE NOW MAKING SIGNIFICANT CONTRIBUTIONS TO SOCIAL INSURANCE POLICY RESEARCH, ADVOCACY, AND IMPLEMENTATION. 430003 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CABRILLO COMPLIANCE 2024528097 8895 TOWNE CENTRE DRIVE SUITE SAN DIEGO CA 92122 PAUL VAN DE WATER BOARD CHAIR 8.00 X X 0 0 0 JOSEPHINE KALIPENI VICE CHAIR 3.00 X X 0 0 0 MERRILL FRIEDMAN TREASURER 8.00 X X 0 0 0 DOUGLAS J HOLTZ-EAKIN SECRETARY 1.00 X X 0 0 0 JASON J FICHTNER BOARD MEMBER 1.00 X X 0 0 0 HARRY J CONAWAY BOARD MEMBER 1.00 X 0 0 0 CECILIA CONRAD BOARD MEMBER 1.00 X 0 0 0 ROBERT ESPINOZA BOARD MEMBER 1.00 X 0 0 0 HOWARD FLUHR BOARD MEMBER 1.00 X 0 0 0 APARNA MATHUR BOARD MEMBER 1.00 X 0 0 0 TRACEY GRONNIGER BOARD MEMBER 1.00 X 0 0 0 ALAINE PERRY BOARD MEMBER 1.00 X 0 0 0 EARL R POMEROY BOARD MEMBER 1.00 X 0 0 0 DEBRA WHITMAN BOARD MEMBER 1.00 X 0 0 0 INDIVAR DUTTA-GUPTA BOARD MEMBER 1.00 X 0 0 0 JOHN SLATERY BOARD MEMBER 1.00 X 0 0 0 WILLIAM J ARNONE CHIEF EXECUTIVE OFFICER 40.00 X 67981 0 0 67981 0 0 0 0 0 0 0 194715 200000 159258 553973 CONTRACT REVENUE 541900 182366 182366 182366 12634 12634 0 200000 81773 -81773 -81773 667200 182366 0 -69139 X 67982 52038 14933 1011 120713 92401 26515 1797 15598 11940 3426 232 10047 7691 2207 149 17607 13477 3868 262 2539 1404 1134 1 16445 9094 7345 6 300059 165926 134016 117 8458 4677 3777 4 1074 144 930 13952 4353 9501 98 152060 152060 48845 27964 20582 299 3121 3121 18546 18546 12873 12873 PROFESSIONAL FEES 34819 34819 EQUIPMENT MAIN/RENT 7838 7838 26618 954 25643 21 879194 430003 445194 3997 349404 165828 79822 186389 15766 1180 215471 202609 20959 12862 362987 412542 678863 580172 1507801 1358973 39470 79001 153356 36945 0 737428 625631 813843 857988 X 693958 500985 693958 500985 1507801 1358973 -211994 36922 -17901 0 X X 0 0 0 X 745239 776936 922369 903121 553973 3901638 745239 776936 922369 903121 553973 3901638 319649 3581989 17444 17474 42691 18062 12634 108305 4722 65766 252574 14601 337663 4347606 0.82390 0.82370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 457486 457486 457486 457486 457486 457486 455618 9991 8123 457486 453022 3675 1079 455618 0 0 215471 202609 12862 12862 DEPOSITS 17180 RIGHT OF USE ASSETS 562992 580172 LEASE LIABILITY 625631 625631 BALL AWARD 200000 200000 15767 19280 46726 200000 200000 15767 19280 46726 81773 -81773 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION CONSISTED OF MEMBERS WHO HAVE POWER OF ELECTING BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE MEMBERS OF THE ACADEMY ELECT ALL MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN MATTERS REFERRED BY THE BOARD OF DIRECTORS ARE SUBJECT TO VOTE BY ACTIVE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS FIRST REVIEWED BY MANAGEMENT AND THEN THE CHAIR AND TREASURER OF THE BOARD. FOLLOWING THEIR REVIEW, THE 990 IS CIRCULATED TO ALL BOARD MEMBERS PRIOR TO BEING SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH YEAR, MEMBERS OF THE GOVERNING BODY ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IS BASED ON THE REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD OF COMPENSATION IN OTHER ORGANIZATIONS IN THE FIELD SIMILAR TO THE ACADEMY. COMPENSATION FOR OTHER KEY EMPLOYEES IS ESTABLISHED BY THE CHIEF EXECUTIVE OFFICER WITH INPUT FROM THE BOARD OF DIRECTORS VIA THE BUDGETARY PROCESS THAT LISTS ALL PLANNED LEVELS OF COMPENSATION. COMPENSATION IS BASED ON RATES PAID BY OTHER SIMILAR ORGANIZATIONS FOR A COMPARABLE LEVEL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 165,926. MANAGEMENT AND GENERAL EXPENSES 134,016. FUNDRAISING EXPENSES 117. TOTAL EXPENSES 300,059. FORM 990, PART XII, LINE 2: THE ACADEMY, AS A MATTER OF POLICY, CHANGES AUDITORS EVERY 5-7 YEARS TO ASSURE CONTINUED QUALITY OF AUDITS. A REQUEST FOR PROPOSAL IS ISSUED TO A MINIMUM OF 3 AUDIT FIRMS THAT HAVE BEEN VETTED. THE PROPOSALS ARE REVIEWED AND THE FIRM'S INTERVIEW BY OFFICERS OF THE ACADEMY. A RECOMMENDATION IS MADE TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS WHICH MAKES A FINAL RECOMMENDATION TO THE BOARD. THE BOARD IS THE FINAL AUTHORITY ON THE ENGAGEMENT OF THE AUDITORS. PART XII, LINE 2C THE PROCESS HAS NOT BEEN CHANGED FROM THE PRIOR YEAR. FORM 990, PART VIII THE ACADEMY'S P&L, WHICH IS BASED ON ACCRUAL ACCOUNTING, SHOWS LARGE YEAR-TO-YEAR FLUCTUATIONS DUE TO THE TIMING OF MULTI-YEAR GRANTS RECEIVED DURING A PARTICULAR FISCAL YEAR. ALL OF THE REVENUE IN CONNECTION WITH SUCH GRANTS IS RECOGNIZED IN THE YEAR OF RECEIPT, EVEN THOUGH WORK FUNDED BY SUCH GRANTS IS CONDUCTED OVER MORE THAN ONE YEAR. THE ACADEMY'S PRIOR YEAR FORM 990S SHOULD BE CONSULTED TO PLACE THE CURRENT FISCAL YEAR'S FINANCIAL RESULTS IN CONTEXT.