2025-01-23T09:12:30-06:00 2024-08-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-09-01 521209127 NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY ATTORNEYS NATI 2028338390 ONE DUPONT CIRCLE NW 620 WASHINGTON DC 20036 ONA ALSTON DOSUNMU PRESIDENT & CHIEF EXECUTIVE OFFICER 2028338390 2025-01-23 1 1 ERIN CRANMER P01712644 2023319880 2025-01-23 2023 2024-10-15 13:58:12Z ONA ALSTON DOSUNMU ONE DUPONT CIRCLE NW 620 WASHINGTON DC 20036 7592677 0 X WWW.NACUA.ORG X 1960 DC ADVANCE THE PRACTICE OF HIGHER EDUCATION ATTORNEYS FOR THE BENEFIT OF THE INSTITUTIONS THEY SERVE. 23 23 26 500 1500 0 962686 597000 5429830 5365867 307058 520851 2732 274008 6702306 6757726 0 0 0 0 3224709 3332621 0 0 0 3032293 3279828 6257002 6612449 445304 145277 13029190 16718214 3156028 5336667 9873162 11381547 TO ADVANCE THE PRACTICE OF HIGHER EDUCATION ATTORNEYS FOR THE BENEFIT OF THE INSTITUTIONS THEY SERVE. 0 0 2998218 2552389 MEETINGS AND CONTINUING EDUCATION: NACUA HOSTS BOTH VIRTUAL AND IN-PERSON CLE WORKSHOPS AND AN ANNUAL CONFERENCE-THE INDUSTRY'S PRE-EMINENT GATHERING OF HIGHER EDUCATION PRACTITIONERS. IN ADDITION, NACUA HOSTS VARIOUS WEBINARS AND ONLINE COURSES TO SUPPORT COLLEGE AND UNIVERSITY ATTORNEYS IN PROVIDING TOP-QUALITY ADVICE AND COUNSEL TO NACUA MEMBER INSTITUTIONS. THROUGH THESE OFFERINGS, NACUA PROVIDES OPPORTUNITIES FOR PARTICIPANTS TO BOTH LEARN AND STAY CURRENT WITH VARIOUS ASPECTS OF HIGHER EDUCATION LAW AND TO NETWORK AND SPEND TIME WITH A COMMUNITY OF PEERS. 1266318 2809678 MEMBERSHIP SERVICES: NACUA PROVIDES A VARIETY OF ELECTRONIC RESOURCES TO INFORM COLLEGE AND UNIVERSITY ATTORNEYS ABOUT DEVELOPMENTS IN HIGHER EDUCATION LAW, TO FACILITATE PEER-TO-PEER LEARNING AND THE EXCHANGE OF KNOWLEDGE AND BEST PRACTICES, AND TO DEVELOP AND NURTURE A VIBRANT, WELCOMING, AND DIVERSE PROFESSIONAL COMMUNITY THAT REFLECTS THE BREADTH OF NACUA'S MEMBER INSTITUTIONS. NACUA MEMBER SERVICES INCLUDE: NACUA'S NEW CASES AND DEVELOPMENTS, NACUANOTES, BRIEFINGS, SEARCHABLE LEGAL RESOURCES LIBRARY (SUBSTANTIVE LEGAL MATERIALS AND SAMPLE FORMS AND AGREEMENTS), THE HIGHER EDUCATION COMPLIANCE ALLIANCE, OVER 40 AFFINITY GROUPS (MOST OF WHICH HAVE ONLINE COMMUNITIES), NACUA CAREER CENTER, AND NACUANET. 64049 2300 PUBLICATIONS: NACUA PUBLISHES THE JOURNAL OF COLLEGE AND UNIVERSITY LAW, THE ONLY PEER-REVIEWED, ACADEMIC JOURNAL IN THE U.S. EXCLUSIVELY DEVOTED TO HIGHER EDUCATION LAW. ADDITIONALLY, NACUA ADMINISTERS AND PUBLISHES PERIODIC BENCHMARKING SURVEYS OF ITS MEMBER INSTITUTIONS. 4328585 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 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 1 19 0 1 26 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X LAURA TILMANN 2028338390 1 DUPONT CIRCLE NW SUITE 620 WASHINGTON DC 20036 TRAEVENA BYRD CHAIR, CHAIR-ELECT 2.00 X X 0 0 0 MELISSA HOLLOWAY IMMEDIATE PAST CHAIR, CHAIR 2.00 X X 0 0 0 TIMOTHY LYNCH CHAIR ELECT 0.50 X X 0 0 0 JANINE DUMONTELLE IMMEDIATE PAST CHAIR UNTIL 6/24 1.50 X X 0 0 0 THERESE LEONE SECRETARY 2.00 X X 0 0 0 DARRON FARHA TREASURER 2.00 X X 0 0 0 ANNE BILDER DIRECTOR 0.25 X 0 0 0 YOUNDY COOK DIRECTOR 0.25 X 0 0 0 JAMES KELLER DIRECTOR 0.25 X 0 0 0 CHRISTOPHER LOTT DIRECTOR 0.25 X 0 0 0 HOPE MURPHY TYEHIMBA DIRECTOR 0.25 X 0 0 0 JENNIFER ZIMBROFF DIRECTOR 0.25 X 0 0 0 PHILIP CATANZANO DIRECTOR 1.00 X 0 0 0 PRIYA HARJANI DIRECTOR 1.00 X 0 0 0 ANTHONY HIGHTOWER DIRECTOR 1.00 X 0 0 0 ART LEE DIRECTOR 1.00 X 0 0 0 LORENA PENALOZA DIRECTOR 1.00 X 0 0 0 STEVE SANDBERG DIRECTOR 1.00 X 0 0 0 TAMARA BRITT DIRECTOR 1.00 X 0 0 0 REBECCA GOSE DIRECTOR 1.00 X 0 0 0 DANIEL KAUFMAN DIRECTOR 1.00 X 0 0 0 XINNING LIU DIRECTOR 1.00 X 0 0 0 ROSA LILIANA PALACIOS-BALDWIN DIRECTOR 1.00 X 0 0 0 DANIELLE UY DIRECTOR 1.00 X 0 0 0 MARY JO DIVELY DIRECTOR UNTIL 6/24 0.75 X 0 0 0 MARY PHELPS DUGAN DIRECTOR UNTIL 6/24 0.75 X 0 0 0 KAREN JOHNSON SHAHEED DIRECTOR UNTIL 6/24 0.75 X 0 0 0 PATRICIA PETROWSKI DIRECTOR UNTIL 6/24 0.75 X 0 0 0 AUGUSTIN RIVERA JR DIRECTOR UNTIL 6/24 0.75 X 0 0 0 FRANK ROTH DIRECTOR UNTIL 6/24 0.75 X 0 0 0 ONA ALSTON DOSUNMU PRESIDENT & CEO 37.50 X 432036 0 47300 NATALIE SINICROPE DEPUTY CEO & EXECUTIVE DIR. OF LR 37.50 X 256529 0 38509 LAURA TILMANN DIR. OF FINANCE AND OPERATIONS 37.50 X 186412 0 31989 FRANCISCO PARDO SENIOR LEGAL RESOURCES ATTORNEY 37.50 X 182896 0 29901 MADHUJITH HAPUARACHCHI DIR. OF TECHNOLOGY SERVICES 37.50 X 160962 0 28227 ASHLEY SULLIVAN DIR. OF MEMBERSHIP AND MARKETING 37.50 X 155000 0 26461 ANNA MOIR DILES SENIOR LEGAL RESOURCES ATTORNEY 37.50 X 148615 0 32268 MEREDITH MCMILLAN MANAGER OF MEETINGS AND EVENTS 37.50 X 114153 0 27136 JACQUELINE CARDOZA MANAGER OF WEB SERVICES 37.50 X 104061 0 23647 HOLLY PETERSON ASSOC. DIR. OF LR UNTIL 7/23 37.50 X 101021 0 21443 1841685 0 306881 10 0 1 0 0 597000 597000 MEMBERSHIP SERVICES 900099 2811178 2809678 1500 MEETINGS & CONT. ED. 900099 2552389 2552389 PUBLICATIONS 900099 2300 2300 5365867 337148 337148 5008 5008 1018654 834951 183703 183703 183703 INSURANCE PROCEEDS 900099 269000 269000 269000 6757726 5364367 1500 794859 1364158 673763 690395 1514250 1112548 401702 114814 87485 27329 154751 109751 45000 184648 116905 67743 58426 14444 43982 32113 20332 11781 50626 50626 308981 191950 117031 246462 194388 52074 293815 214748 79067 243382 154090 89292 296271 197919 98352 1209046 1107503 101543 114549 60808 53741 38792 29561 9231 LEGAL SETTLEMENT 269000 269000 LOSS ON DISPOSAL OF FUR 60005 60005 FURNITURE AND EQUIP. RE 32769 32047 722 MISCELLANEOUS 15891 3720 12171 9700 6623 3077 6612449 4328585 2283864 0 284221 649434 808865 998741 376123 632958 250543 423277 1184582 658960 304131 525622 9607526 10488907 1397781 2999275 13029190 16718214 184356 716889 1403610 1363745 1568062 3256033 3156028 5336667 X 9774162 11322843 99000 58704 9873162 11381547 13029190 16718214 145277 1363108 0 X X 0 1 X 1 0 X 141000 556257 524000 962686 597000 2780943 4496193 4014439 4698912 5430395 5364367 24004306 4637193 4570696 5222912 6393081 5961367 26785249 0 32742 32742 32742 32742 26752507 217937 118407 145005 232305 342156 1055810 2211 1500 3711 217937 118407 147216 232305 343656 1059521 22792 11007 417 269000 303216 4855130 4711895 5381135 6625803 6574023 28147986 0.95040 0.96290 0.03760 0.03580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 155067 94481 60586 663839 564479 99360 365676 365676 525622 DEFERRED COMPENSATION PLAN 486442 SUBSCRIBER SAVINGS ACCOUNT 28064 OPERATING LEASE ASSET 2484769 2999275 DEFERRED COMPENSATION PLAN 486442 OPERATING LEASE LIABILITY 2769591 3256033 X 7801208 1363108 -269000 1094108 6707100 50626 50626 6757726 6292823 0 6292823 50626 269000 319626 6612449 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSES (UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC). THE ASSOCIATION HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. THE ASSOCIATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: LEGAL SETTLEMENT NETTED WITH REVENUE -269,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: LEGAL SETTLEMENT NETTED WITH REVENUE 269,000. X X X 0 0 0 0 0 0 0 0 0 ONA ALSTON DOSUNMU PRESIDENT & CEO 401195 0 20500 0 10341 0 31333 0 15967 0 479336 0 0 0 NATALIE SINICROPE DEPUTY CEO & EXECUTIVE DIR. OF LR 237138 0 19125 0 266 0 25757 0 12752 0 295038 0 0 0 LAURA TILMANN DIR. OF FINANCE AND OPERATIONS 162504 0 12225 0 11683 0 16467 0 15522 0 218401 0 0 0 FRANCISCO PARDO SENIOR LEGAL RESOURCES ATTORNEY 154940 0 16650 0 11306 0 16817 0 13084 0 212797 0 0 0 MADHUJITH HAPUARACHCHI DIR. OF TECHNOLOGY SERVICES 137665 0 11100 0 12197 0 14950 0 13277 0 189189 0 0 0 ASHLEY SULLIVAN DIR. OF MEMBERSHIP AND MARKETING 123499 0 19950 0 11551 0 13433 0 13028 0 181461 0 0 0 ANNA MOIR DILES SENIOR LEGAL RESOURCES ATTORNEY 135000 0 13350 0 265 0 13500 0 18768 0 180883 0 0 0 PART I, LINE 3 ANNUALLY, AN EXTERNAL COMPENSATION CONSULTANT CONDUCTS A MARKET ANALYSIS FOR THE COMPENSATION OF THE PRESIDENT & CEO, INCLUDING REVIEW OF COMPARABILITY DATA FROM COMPENSATION SURVEYS, AND PREPARES A REPORT AND OPINION LETTER AS TO THE REASONABLENESS OF COMPENSATION. THE BOARD OF DIRECTORS MEETS IN EXECUTIVE SESSION DURING ITS MEETING IN JUNE TO REVIEW RESULTS AND TO DETERMINE THE COMPENSATION FOR THE PRESIDENT & CEO FOR THE UPCOMING FISCAL YEAR, TO INCLUDE ANY BONUSES. THIS PROCESS IS GOVERNED BY A SET OF BOARD-APPROVED GUIDELINES FOR EXECUTIVE COMPENSATION REVIEW. THIS PROCESS MOST RECENTLY TOOK PLACE IN 2024. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS DELEGATES AUTHORITY TO THE EXECUTIVE COMMITTEE, OF WHICH ALL MEMBERS ARE MEMBERS OF THE BOARD OF DIRECTORS. ANY ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE ON BEHALF OF THE BOARD OF DIRECTORS MUST BE RATIFIED BY THE BOARD AT THE NEXT MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS SIX CLASSES OF MEMBERSHIP AS FOLLOWS: (1) MEMBER INSTITUTIONS AND THEIR REPRESENTATIVES - CONSISTS OF PUBLIC AND NONPROFIT ACCREDITED COLLEGES AND UNIVERSITIES AND ANY SYSTEM OF SEPARATELY ACCREDITED COLLEGES AND UNIVERSITIES HAVING A COMMON GOVERNING BODY AND HAVING LEGAL AFFAIRS REGULARLY HANDLED BY AN OFFICE SERVING ALL COLLEGES AND UNIVERSITIES OF THE SYSTEM. EACH MEMBER INSTITUTION SHALL DESIGNATE A PRIMARY REPRESENTATIVE AND ONE OR MORE ADDITIONAL REPRESENTATIVES. (2) ASSOCIATE MEMBER INSTITUTIONS AND THEIR REPRESENTATIVES - CONSISTS OF ORGANIZATIONS HAVING A DEMONSTRATED COMMONALITY OF INTEREST WITH THE MEMBER INSTITUTIONS OF THE ASSOCIATION. EACH ASSOCIATE MEMBER INSTITUTION SHALL DESIGNATE A PRIMARY REPRESENTATIVE. (3) ASSOCIATE INDIVIDUAL MEMBERS - CONSISTS OF INDIVIDUALS WHO ARE ENDORSED FOR ASSOCIATE INDIVIDUAL MEMBERSHIP BY THE PRIMARY REPRESENTATIVE OF A MEMBER INSTITUTION, ARE NOT ELIGIBLE TO BE A REPRESENTATIVE OF EITHER A MEMBER INSTITUTION OR AN ASSOCIATE MEMBER INSTITUTION, AND DO NOT REPRESENT AN INSTITUTION WHICH IS NOT CURRENTLY (BUT COULD BECOME) A MEMBER OF THE ASSOCIATION. (4) HONORARY MEMBERS - CONSISTS OF INDIVIDUALS WHO HAVE MADE SUBSTANTIAL AND CONTINUING CONTRIBUTIONS TO THE UNDERSTANDING AND RESOLUTION OF LEGAL PROBLEMS AFFECTING COLLEGES AND UNIVERSITIES. (5) LIFE MEMBERS - CONSISTS OF RETIRED INDIVIDUALS WHO HAVE RENDERED OUTSTANDING SERVICE OR SUBSTANTIAL CONTRIBUTIONS TO THE ASSOCIATION. (6) EMERITUS MEMBERS - CONSISTS OF INDIVIDUALS WHO HAVE RETIRED FROM THE PRACTICE OF LAW AND HAVE BEEN A MEMBER IN GOOD STANDING FOR AT LEAST TEN YEARS. FORM 990, PART VI, SECTION A, LINE 7A THE INSTITUTIONAL MEMBER PRIMARY REPRESENTATIVES ELECT THE OFFICERS AND MEMBERS-AT-LARGE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B ALL VOTING, ON ANY MATTER SUBMITTED TO A VOTE, SHALL BE BY MEMBER INSTITUTIONS THROUGH THEIR PRIMARY REPRESENTATIVES OR THEIR DELEGATES, AND EACH MEMBER INSTITUTION HAVING ONE OR MORE REPRESENTATIVES PRESENT AT THE MEETING SHALL HAVE ONE VOTE REGARDLESS OF THE NUMBER OF ITS REPRESENTATIVES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE SUBCOMMITTEE ON AUDIT OF THE COMMITTEE ON FINANCE AND AUDIT FOR REVIEW. ANY REVISIONS TO FORM 990, AS A RESULT OF THAT REVIEW, ARE MADE, AND THEN THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS AND THE COMMITTEE ON FINANCE AND AUDIT, FOR THEIR INFORMATION, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND ALL EMPLOYEES OF THE ASSOCIATION ARE REQUIRED TO COMPLETE THE ASSOCIATION'S CONFLICTS OF INTEREST DISCLOSURE FORM AT THE BEGINNING OF EACH FISCAL YEAR. THE PRESIDENT & CHIEF EXECUTIVE OFFICER IS MADE AWARE OF ANY POTENTIAL EMPLOYEE CONFLICT OF INTEREST AND DETERMINES WHETHER A CONFLICT EXISTS AND WHAT ACTION, IF ANY, IS NEEDED. THE PRESIDENT & CHIEF EXECUTIVE OFFICER CONSULTS THE CHAIR OF THE BOARD OF DIRECTORS REGARDING ANY RELEVANT POTENTIAL CONFLICT OF INTEREST DISCLOSED BY A DIRECTOR. WHEN IT HAS BEEN DETERMINED THAT A DIRECTOR CONFLICT OF INTEREST EXISTS, THAT CONFLICT IS HANDLED FOLLOWING GUIDELINES AND PROCEDURES AS ESTABLISHED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE SALARY AND BENEFITS INFORMATION IS SENT TO AN EXTERNAL COMPENSATION CONSULTANT EACH YEAR IN ORDER TO PREPARE A MARKET ANALYSIS FOR THE SUBCOMMITTEE ON AUDIT, WHICH HAS, AS PART OF ITS CHARTER, THE RESPONSIBILITY TO REVIEW THE COMPENSATION OF THE DISQUALIFIED PERSONS UNDER THE INTERMEDIATE SANCTIONS RULE (CURRENTLY THE PRESIDENT & CHIEF EXECUTIVE OFFICER, DEPUTY CEO & EXECUTIVE DIRECTOR OF LEGAL RESOURCES, AND DIRECTOR OF FINANCE AND OPERATIONS). THE CONSULTANT CONDUCTS AN ANALYSIS, INCLUDING REVIEW OF COMPARABILITY DATA, AND PREPARES A DRAFT REPORT AND OPINION LETTER AS TO THE REASONABLENESS OF COMPENSATION. THE ANALYSIS IS UPDATED AS NECESSARY, INCLUDING RANGES, AVERAGES, AND TARGETS, BASED ON RESULTS OF SURVEY DATA. A DRAFT REPORT AND OPINION LETTER ARE SENT TO THE MEMBERS OF THE SUBCOMMITTEE ON AUDIT, AND A MEETING IS HELD WITH THE SUBCOMMITTEE AND COMPENSATION CONSULTANT. THE SUBCOMMITTEE ON AUDIT THEN PROVIDES THE BOARD OF DIRECTORS WITH AN ANNUAL REPORT ON EXECUTIVE COMPENSATION, TO INCLUDE THE OPINION LETTER. THE BOARD OF DIRECTORS MEETS IN EXECUTIVE SESSION DURING ITS MEETING IN JUNE TO REVIEW RESULTS. THIS PROCESS IS GOVERNED BY A SET OF BOARD-APPROVED GUIDELINES FOR EXECUTIVE COMPENSATION REVIEW. THIS PROCESS MOST RECENTLY TOOK PLACE IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ALL GOVERNING DOCUMENTS, ITS CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.