2025-10-31T08:36:12-05:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 261909449 NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING NATI 7038362222 1050 N HIGHLAND STREET 400 ARLINGTON VA 22201 ANGEL B PEREZ CHIEF EXECUTIVE OFFICER 7038362222 2025-10-31 1 0 ELIZABETH W HELLER P00397829 3019519090 2024 2025-03-06 01:10:19Z ANGEL B PEREZ 1050 N HIGHLAND STREET 400 ARLINGTON VA 22201 20986110 0 X WWW.NACACNET.ORG X 2007 DE EMPOWERING COLLEGE ADMISSION COUNSELING PROFESSIONALS THROUGH EDUCATION, ADVOCACY, AND COMMUNITY. 17 17 56 200 166888 46152 2276333 2098511 13248600 15254258 59284 599074 -37890 127974 15546327 18079817 132925 190000 0 0 5661659 6720831 0 0 1842482 11274811 12488845 17069395 19399676 -1523068 -1319859 18840712 18659552 5430612 6034182 13410100 12625370 X EMPOWERING COLLEGE ADMISSION COUNSELING PROFESSIONALS THROUGH EDUCATION, ADVOCACY, AND COMMUNITY. 0 0 5061016 7438125 NATIONAL COLLEGE FAIRS: SECONDARY INSTITUTIONS. NACAC WORKS WITH LOCAL VOLUNTEERS AT EACH EVENT TO ENSURE ATTENDANCE BY STUDENTS FROM ALL SOCIAL, ECONOMIC, ETHNIC, AND NON-TRADITIONAL BACKGROUNDS, INCLUDING TRANSFER STUDENTS AND VETERANS. IN 2024, FAIRS EXPANDED GLOBALLY INCLUDING PLANNED EVENTS IN THE UNITED KINGDOM AND CHINA. 3586851 4618323 NATIONAL CONFERENCE: THE NATIONAL CONFERENCE PROVIDES A FORUM FOR COUNSELING AND ADMISSION PROFESSIONALS TO NETWORK, RECEIVE CONTINUING EDUCATION, AND EXCHANGE INFORMATION TO ENHANCE AND INSPIRE ONE'S PROFESSIONAL PRACTICE AND ADVANCE THE COUNSELING AND ADMISSION PROFESSIONS. 1569829 821645 EDUCATION & TRAINING: NACAC OFFERS PROFESSIONAL DEVELOPMENT IN THE FORM OF WEBINARS, CERTIFICATE PROGRAMS, AND ON-DEMAND COURSES TAILORED TO THE NEEDS OF COLLEGE ADMISSION COUNSELING PROFESSIONALS. 786950 190000 2456395 MEMBERSHIP, GRANTS AND OTHER: A NACAC MEMBERSHIP PROVIDES COLLEGE ADMISSION COUNSELING PROFESSIONALS WITH OPPORTUNITIES AND RESOURCES THROUGH MEMBER-ONLY SAVINGS ON CONFERENCES, PROFESSIONAL DEVELOPMENT OPPORTUNITIES, PUBLICATIONS, RECRUITMENT EVENTS, AND NETWORKING OPPORTUNITIES. 784916 50688 PUBLICATIONS: THE PUBLICATIONS PROGRAM USES PRINT, DIGITAL, WEB, VIDEO, AND SOCIAL MEDIA TO INFORM MEMBERS ABOUT THE CHANGING LANDSCAPE OF THE COLLEGE ADMISSIONS COUNSELING PROFESSION, SHARE CRITICAL NEWS/UPDATES ABOUT THE HIGHER EDUCATION INDUSTRY, AND PROVIDE MISSION-RELATED INSIGHTS AND OPPORTUNITIES. 611012 PUBLIC POLICY: AS THE VOICE OF THE COLLEGE ADMISSION COUNSELING PROFESSION, NACAC ADVOCATES FOR THE BEST INTERESTS OF STUDENTS AND MEMBERS. THE MEMBERS OF NACAC SUPPORT STUDENTS IN THE COLLEGE TRANSITION PROCESS FROM SECONDARY SCHOOL TO POSTSECONDARY EDUCATION AND IN THE TRANSFER PROCESS BETWEEN POSTSECONDARY INSTITUTIONS. 2182878 190000 2507083 12400574 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 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 0 0 0 0 1 114 0 1 56 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AR CA FL GA IL HI KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X ANGEL PEREZ 7038362222 1050 N HIGHLAND STREET 400 ARLINGTON VA 22201 ANGELICA MELENDEZ CHAIR 5.00 X X 0 0 0 PHIL MORENO CHAIR-ELECT 5.00 X X 0 0 0 CHRISTINE LOO SECRETARY 2.00 X X 0 0 0 JOSEPH MONTGOMERY TREASURER 2.00 X X 0 0 0 EDDIE PICKETT TREASURER (UNTIL 9/2024) 2.00 X X 0 0 0 JEREMY BRANCH DIRECTOR 2.00 X 0 0 0 NOLVIA DELGADO DIRECTOR 2.00 X 0 0 0 TAHIRAH JORDAN CRAWFORD DIRECTOR (UNTIL 9/2024) 2.00 X 0 0 0 VERN GRANGER DIRECTOR (UNTIL 9/2024) 2.00 X 0 0 0 CATIE TAYLOR DIRECTOR (UNTIL 9/2024) 2.00 X 0 0 0 KASEY URQUIDEZ DIRECTOR 2.00 X 0 0 0 DONNELL WIGGINS DIRECTOR 2.00 X 0 0 0 DEREK DUBOSE DIRECTOR 2.00 X 0 0 0 KEN ANSELMENT DIRECTOR 2.00 X 0 0 0 SHIRLEY COLLADO DIRECTOR 2.00 X 0 0 0 TANYA GARCIA DIRECTOR 2.00 X 0 0 0 KRISTEN HARRIS DIRECTOR 2.00 X 0 0 0 JOHNNIE JOHNSON DIRECTOR 2.00 X 0 0 0 ZAIRE LIONEL DIRECTOR 2.00 X 0 0 0 SEAN OHIRA DIRECTOR 2.00 X 0 0 0 MYRONEE SIMPSON DIRECTOR 2.00 X 0 0 0 ANGEL PEREZ CHIEF EXECUTIVE OFFICER 35.00 X 530878 0 46388 ANGELA STOVER CONTROLLER (FROM 9/2024) 35.00 X 76441 0 10381 SHANTEL GOODMAN-LUCKETT CHIEF EXPERIENCE OFFICER 35.00 X 223660 0 36265 DAVID HAWKINS CHIEF EDUCATION & POLICY OFFICER 35.00 X 224244 0 27298 ASHLEY PERZYNA CHIEF OPERATING OFFICER 35.00 X 205691 0 44772 MELANIE PARRA CHIEF COMMUNICATIONS OFFICER 35.00 X 190089 0 15127 MICHELLE LUCAS DATABASE MGMTT & INTEGRATIONS DIR. 35.00 X 159771 0 55830 PIA BROWN DIRECTOR, EVENTS & MEETINGS 35.00 X 178742 0 27337 KHURRAM BASHIR DIR. OF INFORMATION & TECH. SVCS 35.00 X 174230 0 21882 JOHN HOLLERMON DIR. OF DIV., EQUITY & INCLUSION 35.00 X 158557 0 20932 TOMMY AMAL DIRECTOR OF PHILANTHROPY 35.00 X 154338 0 19705 2276641 0 325917 13 0 1 0 SHEPARD AV LLC 1177 LOGAN CIRCLE NW ATLANTA GA 30318 AUDIO VISUAL SERVICES 913550 GOTOCOLLEGEFAIRS 2360 ROUTE 33 ROBBINSVILLE NJ 08691 MOBILESCAN APP 682358 LEVY RESTAURANT AT LA CONV 980 NORTH MICHIGAN AVE 500 CHICAGO IL 60611 FOOD AND BEVERAGE SERVICES 613853 CHERRY BEKAERT ADVISORY LLC PO BOX 25549 RICHMOND VA 232605500 ACCOUNTING SERVICES 560138 THE EXPO GROUP LLC 5931 CAMPUS CIRCLE DRIVE IRVING TX 75063 EVENT SERVICES 542737 22 2098511 2098511 NATIONAL COLLEGE FAIRS 900099 7438125 7438125 NATIONAL CONFERENCE 900099 4618323 4618323 MEMBERSHIP REVENUE 900099 2325477 2325477 EDUCATION AND TRAINING 900099 821645 821645 PUBLICATIONS AND SUBS 900099 50688 14718 35970 15254258 299395 299395 3205972 2906293 299679 299679 299679 EMPLOYMENT ADS 900099 130918 130918 MISCELLANEOUS 900099 -2944 -2944 127974 18079817 15218288 166888 596130 190000 190000 1631234 1057358 415533 158343 3816515 2190697 1183218 442600 307686 180183 91955 35548 572157 349308 156147 66702 393239 234762 114776 43701 15843 15843 82240 82240 47707 47707 1870042 681704 825974 362364 260178 105090 111402 43686 1475944 308466 860218 307260 523499 126060 393605 3834 347641 5212 342429 556941 381591 105061 70289 6862098 6520355 72460 269283 1991 1991 186402 2794 183608 PROFESSIONAL DEV'L 80015 32319 34261 13435 REPAIRS AND MAINT. 62640 15084 47097 459 DUES AND SUBS. 58142 9848 35738 12556 TAXES 57522 9743 35357 12422 19399676 12400574 5156620 1842482 2072004 2089370 795606 889330 302500 125000 207276 474870 791504 765232 6984263 2491383 4668283 4492880 9947845 9790615 55694 32255 18840712 18659552 1267741 1136928 4110918 4867692 51953 29562 5430612 6034182 X 12407196 12071324 1002904 554046 13410100 12625370 18840712 18659552 -1319859 535129 0 X 0 1 X 1 0 X 647460 3211908 889640 2276333 2098511 9123852 5753843 7557360 10705489 12965022 15218288 52200002 6401303 10769268 11595129 15241355 17316799 61323854 5000 5000 42030 38877 80907 42030 38877 5000 85907 61237947 281890 339264 326273 338981 299395 1585803 281890 339264 326273 338981 299395 1585803 124730 173694 142366 46152 486942 2509011 3263290 8304 -37890 -2944 5739771 9192204 14496552 12103400 15684812 17659402 69136370 0.88580 0.88260 0.02290 0.02370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65241 157081 222322 19129646 19351968 1000000 250000 0 0 672871 830699 1000000 1000000 3503570 5255355 98718 163421 229557 222322 714018 168218 207675 250000 250000 875893 1313840 39148 54945 67450 65241 226784 62904 211332 5180 279416 52625 2444 7835 62904 57308 -4683 52625 51059 6249 57308 51059 51059 0.75630 0.18270 0.06100 0 0 6417881 2007204 4410677 245774 204506 41268 320608 279673 40935 4492880 FINANCE LEASE LIABILITY 14318 OPERATING LEASE PAYABLE 15244 29562 18567239 535129 535129 18032110 47707 47707 18079817 19351969 0 19351969 47707 47707 19399676 PART V, LINE 4: FUNDS FOR THE CONTINUATION OF THE ORGANIZATION. 1 DAKOTA ASSOCIATION FOR COLLEGE ADMISSION COUNSELING PO BOX 282 BELLE FOURCHE SD 57717 460368468 501(C)(3) 10000 0 TRAVEL EXPENSES FOR NEXT PARTICIPANT, RISING STAR WINNER, DACAC PRESIDENT-ELECT AND 3 OTHER BOARD MEMBERS TO THE NACAC CONFERENCE. SCHOLARSHIPS TO AFFILIATE PROGRAMS.NORTH AND SOUTH DAKOTA DACAC CONFERENCE SEED MONEY. TRAVEL EXPENSE FRO DACAC PRESIDENT AND PRESIDENT-ELECT TO ATTEND LEAD GREAT PLAINS ASSOCIATION FOR COLLEGE ADMISSION COUNSELING PO BOX 9274 SHAWNEE MISSION KS 66201 742825732 501(C)(3) 10000 0 SUPPLIES FOR ENGAGEMENT PROGRAM; BOOK FOR EXECUTIVE BOARD (UNREASONABLE HOSPITALITY); 17 MEMBERSHIP SCHOLARSHIPS (8 INSTITUTIONAL, 9 INDIVIDUAL); TRAVEL EXPENSE FOR NEXT PARTICIPANTS; EM CAUCUS LUNCH FOR 20 ATTENDEES AT GPACAC CONFERENCE; SUPPLEMENTED NACAC CONFERENCE TRAVEL EXPENSES FOR GPACAC EXECUTIVE ASSISTANT AND PRESIDENTIAL TRIO; SUPPLEMENTED COST OF TRAVEL FOR 3 ATTENDESS TO ADVOCACY DAY IN DC HAWAII ASSOCIATION FOR COLLEGE ADMISSION COUNSELING PO BOX 236052 HONOLULU HI 96823 990266791 501(C)(3) 10000 0 FUNDS WERE USED TO COVER TRAVEL EXPENSES FOR STUDENTS FROM OTHER ISLANDS TO VISIT THE NACAC NATIONAL COLLEGE FAIRS IN HONOLULU AND ON MAUI ISLAND; SUPPLEMENTED TRAVEL COSTS FOR 2 RISING STAR RECIPIENTS TO ATTEND THE NACAC CONFERENCE ILLINOIS ASSOCIATION FOR COLLEGE ADMISSION COUNSELING 400 E RANDOLPH ST SUITE 3115 CHICAGO IL 60601 362857025 501(C)(3) 10000 0 FUNDING USED FOR BUS GRANTS FOR STUDENTS TO ATTEND COLLEGE FAIRS; SUPPLEMENTED THE COST OF KEYNOTE SPEAKERS AT ILLINOIS ACAC CONFERENCE, SUPPLEMENTED COST OF BOARD MEMBER TRAVEL TO NACAC CONFERENCE INDIANA ASSOCIATION FOR COLLEGE ADMISSION COUNSELING 185 KINGS CROSS COURT NOBLESVILLE IN 46060 351570346 501(C)(3) 10000 0 FUNDING FOR INDIANAPOLIS METRO FAIR (TRANSPORTATION OF STUDENTS AND SIGNAGE, MAPS AND SPACE USAGE); ICON DRIVE IN CONFERENCE; 6 REGISTRATIONS TO THE INACAC COUNSELOR UPDATE; SUPPLEMENTED TRAVEL AND LODGING EXPENSES FOR PRESIDENTIAL TRIO TO ATTEND NACAC CONFERENCE INTERNATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING PO BOX 7693 ARLINGTON VA 22207 141827265 501(C)(3) 10000 0 FUNDS USED TO COVER TRAVEL AND LODGING OF RISING STAR RECIPIENT AND BOARD MEMBERS (12 ATTENDEES) TO ATTEND NACAC CONFERECE; SUPPLEMENTED FEES OF KEYNOTE SPEAKERS AT INTERNATIONAL ACAC CONFERENCE IOWA ASSOCIATION FOR COLLEGE ADMISSION COUNSELING PO BOX 535 NEWTON IA 50208 421182495 501(C)(3) 10000 0 FUNDS CONTRIBUTED TO FOUR $1K SCHOLARSHIPS FOR HIGH SCHOOL AND COLLEGE STUDENTS; COVERED REGISTRATION FOR 9 COLLEGE ADMISSION COUNSELORS AND 11 SCHOOL COUNSELORS TO ATTEND THE MIDWEST CONFERENCE; BUSING OF STUDENTS TO/FROM IOWA ACAC COLLEGE FAIRS (20 $250 BUS STIPENDS); SUPPLEMENTED COST OF TRAVEL AND HOTEL AT NACAC CONFERENCE FOR 2 IOWA ACAC LEADERS KENTUCKY ASSOCIATION FOR COLLEGE ADMISSION COUNSELING 300 N BROADWAY LEXINGTON KY 40508 800408080 501(C)(3) 10000 0 FUNDS USED TO COVER FOOD, STAFF HOUSING AND MATERIALS FOR THE NEW ADMISSIONS AND HIGH SCHOOL COUNSELOR RETREAT; TRAVEL AND MEALS FOR PRESIDENTIAL TRIO TO ATTEND LEAD; SPACE RENTAL FOR KYACAC CONFERENECE AND GWI; SUPPLEMENTED COST OF PRESIDENTIAL TRIO, NEXT PARTICIPANTS AND RISING STAR RECIPIENT TO ATTEND NACAC CONFERENCE MICHIGAN ASSOCIATION FOR COLLEGE ADMISSION COUNSELING 26111 WEST FOURTEEN MILE ROAD SUITE LL2 FRANKLIN MI 48025 382888854 501(C)(3) 10000 0 TRANSPORTATION FEES FOR STUDENTS TO CAMP COLLEGE; FOOD FOR URBAN COUNSELOR WORKSHOP; SUPPLEMENTED THE COST OF FREE MEMBERSHIP TO 177 PUBLIC SCHOOL COUNSELORS; SUPPLEMENTED THE COST OF MICHIGAN ACAC CONFERENCE SPEAKERS FEES; SUPPLEMENTED TRAVEL COST FOR NEXT PARTICIPANT AND RS RECIPIENT TO ATTEND NACAC CONFERENCE MINNESOTA ASSOCIATION FOR COLLEGE ADMISSION COUNSELING 1715 7TH STREET WESTPO BOX 16357 ST PAUL MN 55116 510168533 501(C)(3) 10000 0 TRANSPORTATION GRANTS TO 23 HIGH SCHOOLS SO THEY COULD ATTEND THE MINNESOTA NATIONAL COLLLEGE FAIR. MISSOURI ASSOCIATION FOR COLLEGE ADMISSION COUNSELING 9051 WATSON ROAD 106 ST LOUIS MO 63126 273266672 501(C)(3) 10000 0 SUPPLEMENTAL FUNDING FOR EXECUTIVE BOARD RETREAT (CATERING, OVERNIGHT ACCOMMODATIONS FOR EXECUTIVE BOARD MEMBERS). TRAVEL ASSISTANCE TO NACAC CONFERENCE FOR EXECUTIVE BOARD, NEXT PARTICIPANTS, AND RISING STAR. REFRESHMENTS FOR MIDDLE MANGEMENT CAUCUS MEETING ATTENDEES NEW ENGLAND ASSOCIATION FOR COLLEGE ADMISSION COUNSELING PO BOX 639 FEEDING HILLS MA 01030 042612481 501(C)(3) 10000 0 FUNDING FOR THE BOSTON NATIONAL COLLEGE FAIR LOCAL ARRANGEMENTS COMMITTEE--SUPPORTED BUSSING GRANTS FOR 2 HIGH SCHOOLS AND HELPED DEFRAY THE COST OF LODGING FOR 8 COMMITTEE MEMBERS, AND WENT TOWARD HOSPITALITY FOR EXHIBITORS. TRAVEL EXPENSES FOR MEMBERS TRAVELING TO THE NACAC NATIONAL CONFERENCE-3 NEXT PARTICIPANTS, 2 SCHOOL COUNSELORS, 1 RISING STAR. NEW JERSEY ASSOCIATION FOR COLLEGE ADMISSION COUNSELING 700 ROUTE 15 SOUTHPO BOX 852 LAKE HOPATCONG NJ 07849 222918655 501(C)(3) 10000 0 PROFESSIONAL DEVELOPMENT, INCLUDING TRAINING FOR NEW DEI COMMITTEE. MEMBER ENGAGEMENT AT NACAC CONFERENCE--HOSPITALITY AT MEMBER MEETING (126 MEMBERS REGISTERED TO ATTEND). CONSULTING SERVICES TO FACILITATE TRANSITION TO NEW CRM (TECHNOLUTIONS SLATE). SEED FUNDING FOR NJACAC BUS TOUR, WHICH HAD 49 COUNSELORS IN ATTENDANCE. TRAVEL GRANTS FOR MEMBERS TO ATTEND NJACAC CONFERENCE (8 RECIPIENTS TOTAL, 7 PUBLIC SCHOOL COUNSELORS, 1 PRIVATE SCHOOL COUNSELOR) OHIO ASSOCIATION FOR COLLEGE ADMISSION COUNSELING PO BOX 959 MARYSVILLE OH 43040 341690450 501(C)(3) 10000 0 EVENT FUNDING FOR EMERGING LEADERS RETREAT (10 PARTICIPANTS). TRAVEL ASSISTANCE TO NACAC CONFERENCE 2024 FOR RISING STAR RECIPIENT, 3 NEXT PARTICIPANTS, EXECUTIVE ASSISTANT, AND 5 OACAC BOARD MEMBERS. CHARLES L. WARREN SCHOLARSHIP (1 STUDENT RECIPIENT) PACIFIC NORTHWEST ASSOCIATION FOR COLLEGE ADMISSION COUNSELING PO BOX 12474 MILL CREEK WA 98082 911332142 501(C)(3) 10000 0 TRAVEL COSTS FOR NACAC CONFERENCE 2024 (RISING STAR, 1 NEXT PARTICIPANT ,1 HIGH SCHOOL COUNSELOR). BUSSING ASSISTANCE FOR HIGH SCHOOLS AND CBOS TO ATTEND NACAC NATIONAL COLLEGE FAIRS: BOISE, ID - 2 RURAL SCHOOLS; PORTLAND, OR - 1 SCHOOL; SEATTLE, WA - 1 SCHOOL; SPOKANE, WA - 2 RURAL SCHOOLS PENNSYLVANIA ASSOCIATION FOR COLLEGE ADMISSION COUNSELING PO BOX 859 ENOLA PA 17025 251494230 501(C)(3) 10000 0 SPEAKER TRAVEL FEES TO PACAC ANNUAL CONFERENCE. TRAVEL EXPENSES FOR LEADERSHIP TO LEAD CONFERENCE AND NACAC CONFERENCE. TRAVEL SUPPORT FOR NEXT PARTICIPANT TO ATTEND NACAC CONFERENCE 2024. GRANT FUNDING GIVEN TO PACAC MEMBERS (MEMBERSHIP FOR 16 PUBLIC SCHOOL COUNSELORS, PACAC CONFERENCE ATTENDANCE FOR 4 PUBLIC SCHOOL COUNSELORS) ROCKY MOUNTAIN ASSOCIATION FOR COLLEGE ADMISSION COUNSELING PO BOX 62370 COLORADO SPRINGS CO 80962 612216386 501(C)(3) 10000 0 SEED FUNDING FOR NEW COLLEGE FAIR IN FARMINGTON, NEW MEXICO (36 EXHIBITORS, 155 ATTENDEES). EXTENDED REACH INTO WYOMING --ASSISTED WITH UNIVERSITY OF WYOMING'S PEAK CONFERENCE. TRAVEL EXPENSES FOR LEADERSHIP TEAM TO ATTEND LEAD AND NACAC CONFERENCE 2024. SCHOLARSHIPS FOR MEMBERS TO ATTEND NACAC CONFERENCE. SOUTHERN ASSOCIATION FOR COLLEGE ADMISSION COUNSELING PO BOX 1029 VAN ALSTYNE TX 75495 621140884 501(C)(3) 10000 0 SUPPORT FOR 6 BOARD MEMBERS, INCLUDING 2 PRESIDENTAIL TEAM MEMBERS, TO ATTEND THE SACAC BOARD RETREAT IN ATLANTA. FUNDING FOR THE SACAC COUNSELOR PARTICIPATION FUND, WHICH PROVIDES FINANCIAL ASSISTANCE TO SECONDARY COUNSELORS AND COLLEGE REPS WITH LIMITD FINANCIAL RESOURCES TO ATTEND SACAC PROFESSIONAL DEVELOPMENT OPPORTUNITIES. THE GAIN FUNDING ALLOWED THEM TO AWARD 61% OF REQUESTS (UP FROM 41% THE PREVIOUS YEAR). FUNDING FOR SACAC MEMBERS TO ATTEND ADVOCACY DAY IN DC - 5 PARTICIPANTS FUNDED. WISCONSIN ASSOCIATION FOR COLLEGE ADMISSION COUNSELING 1250 W WISCONSIN AVE SUITE 136 MILWAUKEE WI 53201 392008829 501(C)(3) 10000 0 ANNUAL MEMBERSHIP FEES FOR UNDER-ENGAGED MEMBERSHIP SEGMENTS (57 MEMBERSHIPS SPONSORED). FUNDING FOR A MEMBERSHIP ENGAGEMENT EVENT AFTER THE MILWAUKEE NATIONAL COLLEGE FAIR. TRAVEL EXPENSES FOR LEADERSHIP, NEXT PARTICIPANT, AND RISING STAR TO ATTEND LEAD CONFERENCE AND NACAC CONFERENCE. SPEAKER FEES FOR SPEAKERS AT WISCONSIN ACAC ANNUAL CONFERENCE. SUPPORT FOR WISCONSIN ACAC'S DAY ON THE HILL AND INCLUSION, ACCESS, AND SUCCESS PROGRAMMING. 19 0 PART I, LINE 2: THE GRANT FOR AFFILIATE IMPACT BY NACAC PROVIDES FUNDS FOR AFFILIATE ORGANIZATIONS FOR MISSION-BASED ACTIVITIES. AFFILIATES MUST COMPLETE AND SUBMIT AN APPLICATION AND BUDGET, WHICH IS REVIEWED BY A PANEL OF PAST AFFILIATE LEADERS. FUNDS ARE AWARDED AND DISPERSED IN A TIMELY MANNER. AFFILIATES MUST PROVIDE A YEAR-END REPORT OF ACTIVITIES AND FINANCIAL REPORTS TO NACAC BEFORE BECOMING ELIGIBLE FOR NEW FUNDING ALLOCATIONS IN SUBSEQUENT YEAR. X X X X 0 0 0 0 0 0 0 1 0 ANGEL PEREZ CHIEF EXECUTIVE OFFICER 510878 0 20000 0 0 0 27600 0 18788 0 577266 0 0 0 SHANTEL GOODMAN-LUCKETT CHIEF EXPERIENCE OFFICER 219160 0 4500 0 0 0 16789 0 19476 0 259925 0 0 0 DAVID HAWKINS CHIEF EDUCATION & POLICY OFFICER 220244 0 4000 0 0 0 16735 0 10563 0 251542 0 0 0 ASHLEY PERZYNA CHIEF OPERATING OFFICER 201191 0 4500 0 0 0 15944 0 28828 0 250463 0 0 0 MICHELLE LUCAS DATABASE MGMTT & INTEGRATIONS DIR. 157771 0 2000 0 0 0 12659 0 43171 0 215601 0 0 0 PIA BROWN DIRECTOR, EVENTS & MEETINGS 177242 0 1500 0 0 0 13730 0 13607 0 206079 0 0 0 MELANIE PARRA CHIEF COMMUNICATIONS OFFICER 190089 0 0 0 0 0 14058 0 1069 0 205216 0 0 0 KHURRAM BASHIR DIR. OF INFORMATION & TECH. SVCS 173230 0 1000 0 0 0 13346 0 8536 0 196112 0 0 0 JOHN HOLLERMON DIR. OF DIV., EQUITY & INCLUSION 158557 0 0 0 0 0 12161 0 8771 0 179489 0 0 0 TOMMY AMAL DIRECTOR OF PHILANTHROPY 150338 0 4000 0 0 0 11289 0 8416 0 174043 0 0 0 PART I, LINE 7 THE FOLLOWING EMPLOYEES FROM FORM 990, PART VII RECEIVED MERIT-BASED BONUS COMPENSATION: ANGEL PEREZ $20,000 SHANTEL GOODMAN-LUCKETT $4,500 DAVID HAWKINS $4,000 ASHLEY PERZYNA $4,500 MICHELLE LUCAS $2,000 PIA BROWN $1,500 KHURRAM BASHIR $1,000 TOMMY AMAL $4,000 ANGELA STOVER $2,000 FORM 990, PART VI, SECTION A, LINE 6 NACAC IS A MEMBERSHIP ASSOCIATION COMPRISED OF INSTITUTIONS, ORGANIZATIONS, AND INDIVIDUALS DEDICATED TO SERVING STUDENTS AS THEY EXPLORE OPTIONS AND MAKE CHOICES ABOUT PURSUING POST-SECONDARY EDUCATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE EITHER VOTING MEMBERS OR NON-VOTING MEMBERS DEPENDENT UPON ELIGIBILITY CRITERIA AS SET FORTH IN THE NACAC BYLAWS. VOTING NACAC MEMBERS ELECT DELEGATES FROM WITHIN THEIR AFFILIATE ORGANIZATIONS TO THE NACAC ASSEMBLY. FORM 990, PART VI, SECTION A, LINE 7B ELECTION OF ASSOCIATION OFFICERS/DIRECTORS AND AMENDMENTS TO THE CEPP: NACAC'S CODE OF ETHICS AND PROFESSIONAL PRACTICES (REPLACED, IN SEPTEMBER 2020, BY THE GUIDE TO ETHICAL PRACTICE IN COLLEGE ADMISSION) MUST BE APPROVED BY THE NACAC ASSEMBLY. CHANGES TO THE BYLAWS MUST BE APPROVED BY THE GENERAL MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED JOINTLY BY AN EXTERNAL ACCOUNTING FIRM AND NACAC STAFF, AND WAS REVIEWED BY NACAC'S CONTROLLER, CHIEF OPERATING OFFICER, AND CHIEF EXECUTIVE OFFICER. IT WAS SHARED WITH THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, EXECUTIVES, DIRECTORS, AND ALL EMPLOYEES ARE REQUIRED TO ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. PRIOR TO NACAC BOARD OR COMMITTEE ACTION ON A CONTRACT, LOAN OR OTHER TRANSACTION INVOLVING A CONFLICT OF INTEREST, A COVERED PERSON HAVING A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE TO THE BOARD OF DIRECTORS OR COMMITTEE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A COVERED PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. IF IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE COVERED PERSON WITH THE POTENTIAL CONFLICT OR ANY OTHER PERSON WHO BECOMES AWARE OF THE POTENTIAL CONFLICT MAY DISCLOSE THE CIRCUMSTANCES TO THE BOARD OF DIRECTORS, WHO SHALL DETERMINE WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE OF THE NACAC BOARD OF DIRECTORS IS RESPONSIBLE FOR CONDUCTING THE REVIEW OF MATERIALS ASSOCIATED WITH THE CHIEF EXECUTIVE OFFICER'S (CEO) ANNUAL PERFORMANCE EVALUATION AND REACHING AGREEMENT ABOUT ANNUAL COMPENSATION. THE COMPENSATION COMMITTEE MUST USE THE CEO'S CONTRACT AS A GUIDE WHEN DECIDING UPON A BONUS AND ANNUAL SALARY ADJUSTMENT. IN THE CONTRACT CREATION/RENEWAL PROCESS, THE BOARD UTILIZES DUE DILIGENCE TO COLLECT DATA FOR CONTRACT NEGOTIATION. EXAMPLES OF DUE DILIGENCE ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO, COMPARABILITY DATA FROM HIGHER EDUCATION ASSOCIATIONS, A 360-REVIEW, DOCUMENTATION OF CHANGES TO THE ORGANIZATION AND INDUSTRY, ETC. ANNUALLY, THE BOARD CHAIR, ON BEHALF OF THE COMPENSATION COMMITTEE, WILL SOLICIT ANONYMOUS FEEDBACK FROM THE BOARD OF DIRECTORS AND LEADERSHIP TEAM (STAFF) IN THE FORM OF A SURVEY TO AID IN THE EVALUATION OF THE CEO'S PERFORMANCE AGAINST THEIR GOALS AND CORE COMPETENCIES. THE FEEDBACK IS SUBMITTED TO, AND MONITORED BY, THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE MUST USE THE CEO'S CONTRACT AS A GUIDE WHEN DECIDING UPON A BONUS AND ANNUAL SALARY ADJUSTMENT. THE DECISION MUST BE DOCUMENTED BY A VOTE OF THE COMPENSATION COMMITTEE AND A DOCUMENTED REVIEW OF THE CEO'S PERFORMANCE EACH YEAR. THIS PROCESS WAS LAST PERFORMED IN DECEMBER 2024. THE CEO WILL HAVE A MEETING WITH THE CHAIR-ELECT, CHAIR OF THE BOARD, AND IMMEDIATE PAST CHAIR TO DISCUSS THEIR ANNUAL PERFORMANCE EVALUATION. DURING OR FOLLOWING THIS CONVERSATION, THE CEO WILL BE INFORMED OF THEIR ADJUSTMENT FOR THE FOLLOWING YEAR. THE CHAIR OF THE BOARD THEN INFORMS THE NACAC HR/FINANCE AND ACCOUNTING DEPARTMENT TO DOCUMENT THE SALARY ADJUSTMENT FOR UPCOMING PAYROLL. IN ACCORDANCE WITH NACAC'S ORGANIZATIONAL COMPENSATION PROCESS, THE CEO MUST EXECUTE THEIR SALARY LETTER FOR COMPLIANCE PURPOSES. THE DECISION OF THE COMPENSATION COMMITTEE IS THEN ENSHRINED IN THE FISCAL YEAR BUDGET, UPON WHICH THE FULL BOARD VOTES. FORM 990, PART VI, SECTION C, LINE 19 NACAC'S GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.