2025-07-11T08:04:49-05:00 2024-09-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-10-01 237087038 National Academy of Public Administration NATI 2023473190 1600 K Street NW 400 Washington DC 200062828 James-Christian Blockwood President and CEO 2023473190 2025-06-30 1 1 Yong Zhang CPA P01249785 7038930300 2025-06-30 2023 2025-03-06 01:10:19Z James-Christian Blockwood 1600 K Street NW 400 Washington DC 200062828 15271344 0 X https://napawash.org/ X 1970 DC To improve the quality, performance, and accountability of government. 18 18 40 18 0 0 478607 615184 6819059 6846767 210434 336370 82750 1944 7590850 7800265 58000 7500 0 0 4549879 4816165 0 0 334551 1567883 2046761 6175762 6870426 1415088 929839 14616216 16272611 5828366 5442060 8787850 10830551 X The National Academy of Public Administration is an independent, 501(c)(3) nonprofit, non partisan Organization established in 1967 and chartered by Congress in 1984. See Schedule O 0 0 4537592 7500 6846767 See Schedule O 4537592 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 40 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X Ken Troshinsky CFO 2023473190 1600 K Street NW 400 Washington DC 200062828 Janet Weiss Chair 1.00 X X 0 0 0 San Soloway Vice Chair 1.00 X X 0 0 0 John Bartle Treasurer 1.00 X X 0 0 0 Lisa Benjamin Secretary 1.00 X X 0 0 0 Maria Aristigueta Director 1.00 X 0 0 0 Richard Callahan Director 1.00 X 0 0 0 Kaye Husbands Fealing Director 1.00 X 0 0 0 John Koskinen Director 1.00 X 0 0 0 Lauren Larsen Director 1.00 X 0 0 0 Belkis Leong-Hong Director 1.00 X 0 0 0 Barbara Romzek Director 1.00 X 0 0 0 Marilyn Rubin Director 1.00 X 0 0 0 Barry Van Lare Director 1.00 X 0 0 0 Jodi Sandfort Director 1.00 X 0 0 0 Tina Sung Director 1.00 X 0 0 0 Kimberly Walton Director 1.00 X 0 0 0 Tanisha Briley Director 1.00 X 0 0 0 Vince Micone Director 1.00 X 0 0 0 Teresa W Gerton President and CEO 40.00 X 424572 0 30625 Kenneth Troshinsky Chief Financial Officer 20.00 X 141806 0 4119 Brenna Isman Director Academy Studies 40.00 X 205252 0 22808 Joseph Mitchell Director Strategic Initiatives 40.00 X 189955 0 28696 Nancy Augustine Director, CIP 40.00 X 168034 0 15459 Mark Thorum Project Director 40.00 X 166487 0 15395 Roger Kodat Sr. Project Director 40.00 X 165235 0 39050 Diane Irving Director Human Resources 40.00 X 152509 0 18109 Anthony Spearman-Leach Dir. of Development and Philanthropy 40.00 X 145249 0 22227 1759099 0 196488 11 0 1 0 The Parnin Group 1100 Wythe St 1914 Alexandria VA 22313 Business Management 138063 1 218126 397058 615184 Government Contracts 900099 6757382 6757382 Seminars/Conferences 900099 89385 89385 6846767 334584 334584 7472865 7471079 1786 1786 1786 Refunds 900099 1944 1944 1944 7800265 6846767 0 338314 X 7500 7500 1068432 780564 230987 56881 3028854 2212790 654815 161249 221999 162187 47994 11818 210625 153877 45535 11213 286255 209129 61886 15240 10740 10740 119174 119174 877901 499928 299823 78150 54318 24334 29984 72665 22416 50249 487032 194813 292219 86064 69289 16775 210480 181487 28993 109500 11845 97655 18582 7433 11149 Certifications/licenses 305 305 6870426 4537592 1998283 334551 970483 322863 252719 55306 238403 476327 729552 15730 37498 1004068 235653 831740 768415 8504203 10556716 3762427 3366445 14616216 16272611 599344 621706 146454 192028 5082568 4628326 5828366 5442060 X 6552634 7894022 2235216 2936529 8787850 10830551 14616216 16272611 929839 1112862 0 X X 0 1 X 1 0 X 338929 4636788 476950 478607 615184 6546458 338929 4636788 476950 478607 615184 6546458 3918731 2627727 16 9968 76454 249373 334584 670395 7216853 29886983 0.36410 0.36940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 295924 2142626 562035 3000585 148352 129540 18032 295924 140239 34946 -26833 148352 108484 3928 27827 140239 91457 7462 9565 108484 0.84295 0.15705 0 0 791229 111966 679263 144731 89516 55215 68108 34171 33937 768415 Security Deposit 42486 Right-of-use assets - operating lease 3323959 3366445 Lease liabilities - operating lease 4628326 4628326 X 8928327 1112862 15200 1128062 7800265 0 7800265 6885626 15200 15200 6870426 0 6870426 Part V, Line 4: On September 22, 2017, the Board established a donor-restricted endowment fund to support NAPA's research projects and sustain the Fellows program. Part X, Line 2: Management has evaluated NAPA's tax positions and concluded that there are no uncertain tax positions that qualify for either recognition or disclosure in the accompanying financial statements. 1 The Herbert Roback Scholarship 1 7500 Part I, Line 2: The Academy annually awards one scholarship up to $7,500 to a graduate student currently enrolled, or admitted for enrollment, in a full-time accredited master's degree program in public administration, public and international affairs, public policy, and/or political science. The scholarship recipient is invited to the annual meeting of the National Academy of Public Administration, held each November. During the meeting, the recipient is formally recognized before the gathered Fellows and distinguished guests of the Academy. X X 0 0 0 0 0 0 0 1 0 Teresa W Gerton President and CEO 353772 0 70800 0 0 0 28273 0 2352 0 455197 0 0 0 Brenna Isman Director Academy Studies 205252 0 0 0 0 0 20456 0 2352 0 228060 0 0 0 Joseph Mitchell Director Strategic Initiatives 189955 0 0 0 0 0 19446 0 9250 0 218651 0 0 0 Roger Kodat Sr. Project Director 161881 0 0 0 3354 0 17980 0 21070 0 204285 0 0 0 Nancy Augustine Director, CIP 167003 0 0 0 1031 0 13360 0 2099 0 183493 0 0 0 Mark Thorum Project Director 163441 0 0 0 3046 0 13296 0 2099 0 181882 0 0 0 Diane Irving Director Human Resources 152509 0 0 0 0 0 15313 0 2796 0 170618 0 0 0 Anthony Spearman-Leach Dir. of Development and Philanthropy 145249 0 0 0 0 0 12343 0 9884 0 167476 0 0 0 Part I, Line 7 The President & CEO received a bonus of $70,800 for the year ended December 31, 2023. The bonus was determined based on achievement of performance terms and the discretion of the Board Chair and the Executive Committee. Form 990, Part III, Line 1, Description of Organization Mission: The National Academy of Public Administration is an independent, 501(c)(3) nonprofit, non-partisan organization established in 1967 and chartered by Congress in 1984. To carry out this mission of providing independent solutions for government's most significant challenges, the Academy draws on the knowledge and experience of its over 1,000 Fellows-including former cabinet officers, Members of Congress, governors, mayors, and state legislators, as well as prominent scholars, career public administrators, and non?profit and business executives. Supported by a full-time professional staff, our Fellows bring their insights, experience, successes, and lessons learned straight to our clients through independent thought leadership, in-depth studies and analyses, advisory services and technical assistance, congressional testimony, forums and conferences, and stakeholder engagement. As outlined in its Congressional charter, the Academy seeks to advance government practices through studies and projects held to the highest standards of efficiency and excellence. From its founding, the Academy's commitment to good governance drives the organization forward and inspires its work. Name Description: Studies and Advisory Services: The Academy provides a full range of advisory services to federal, state, and local agencies, with particular emphasis on organizational assessments & strategy development; implementation support & technical assistance; performance management; and stakeholder outreach & collaboration. The Academy has helped agencies at all levels of government through research, analysis, problem]solving, strategic planning, and thought leadership. See Schedule O for highlights of fiscal year 2024 program service accomplishments. Form 990, Part III, Line 4a, Program Service Accomplishments: A House Committee Recommendation under the Consolidated Appropriations Act of 2023 directed the Federal Judicial Center (FJC) to contract with the Academy to assist the Center in its efforts to conduct an assessment focused on analyzing and organizational process and employee engagement and coordinating best practices across the judiciary. As part of the "CHIPS and Science Act of 2022," the Academy was directed to conduct an independent assessment of NSF's Directorate for Technology, Innovation and Partnerships to analyze whether and how the directorate has been constituted to effectively and efficiently deliver its mission to accelerate key technologies and to assess the directorate's plans for engaging external stakeholders. The Academy conducted a comprehensive research and analysis to examine how disaster declarations affect tax extension periods in states and the IRS decision-making process in determining the extension duration. The analysis provided guidance for improving state and IRS coordination, communication, and decision making. Following on the Academy's 2022 report to DHS's Cybersecurity Infrastructure Security Agency to strengthen its strategy for developing a national cybersecurity workforce, Office of National Cybersecurity Directors contracted with the Academy to design, plan, and facilitate stakeholder engagement listening sessions; and develop a white paper with a recommended public-private partnership approach. Pursuant to the FAA Reauthorization Act of the Academy is conducting a study to assess the current state of partnerships for research, development, demonstration, and testing; and to provide the FAA with recommendations and strategies to more effectively promote the development of unmanned aircraft systems and advanced air mobility. The Office of Management and Budget has requested that the Academy update its 2018 Organizational Health framework for today's work environment and current governmental needs. This study is hosting symposia with public, private, and academic leaders in the organizational health and performance arena to garner insights on strategies and actions public agencies could use to improve their own organizational health and performance. Form 990, Part VI, Section A, line 1a The Executive Committee consists of the Chair, Vice-Chair, Secretary, and Treasurer and two additional members recommended and appointed by the Chair with majority approval of the Board members in office. The President shall serve as a non-voting member of the Executive Committee except in matters dealing with his or her employment, compensation, and/or performance evaluation. To the extent provided in a Board resolution, the Committee shall exercise the authority of the Board at such time as it is not in session, when prompt action is required and when it is not practicable to call the Board into session. The Secretary shall prepare a summary of any actions taken and promptly distribute them to each Director. This summary shall be available to Academy members upon request. Form 990, Part VI, Section A, line 6 The Academy has three classes of membership which are the Fellows, Senior Fellows, and the Honorary Fellows. Form 990, Part VI, Section A, line 7a Each year the Fellows shall elect Directors to replace those whose terms then expire, and such Directors shall hold office for three years or until successors are elected and qualified. Form 990, Part VI, Section A, line 7b The Academy's Bylaw changes are subject to approval by the membership of Fellows. Form 990, Part VI, Section B, line 11b The Federal Form 990 is reviewed by the CFO and CEO and then distributed to the Academy's Board of Directors prior to filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c The Academy has three written conflict of interest policies: one for its staff; one for its Board of Directors; and one for its Fellows and other experts who serve on project/study panels. The Academy's staff is required to disclose interests that could give rise to conflicts when hired and as they occur. Such potential conflicts of interest are to be disclosed to the president. Potential conflicts are reviewed on a case-by-case basis, and if it is determined that a conflict of interest exists, the Academy may require that participation in the activity cease immediately. Depending upon the nature and severity of the conflict, conflicts of interest and/or failure to disclose potential conflicts, may result in disciplinary action, up to and including termination of employment. Board members are required to disclose actual and potential conflicts of interest to the executive committee of the Academy's board of directors whenever a conflict arises. The disinterested members of the executive committee make a determination as to whether a conflict exists. The Academy's fellows and outside experts who are asked to participate on project/study panels are required to complete and submit a conflict of interest form, including a written statement that outlines any potential conflict or potential source of bias, if applicable, and to promptly report any potential conflicts or potential sources of bias that may arise during the course of the project/study. These forms are reviewed by the project director, and any that include potential conflicts or potential sources of bias are referred to the Director of Academy Programs, President and General Counsel for review and consideration. If a significant conflict or source of bias is found to exist, the matter may be addressed by (a) disqualifying the individual from participating as a member of the panel in question, or (b) appointing other panel members so as to obtain a balance of differing backgrounds or perspectives. If any potential conflicts or potential sources of bias are reported by an individual, and the individual is not disqualified from serving on the panel, the potential conflicts or potential sources of bias are disclosed orally at a public meeting of the panel and posted on the Academy's website. Form 990, Part VI, Section B, line 15a The Academy's Chairman of the Search Committee along with the Board of Directors determines the compensation of its current President & CEO. The Search Committee examines other similar organizations, and uses those figures along with the outgoing incumbent's compensation to determine the current President & CEO's compensation. Discussions pertaining to the President's compensation are held in executive session and are reflected in the President & CEO's contract. A review of raises and bonuses is performed during December, however, the last full development of compensation criteria for the President & CEO was performed in December 2016 and was reviewed in 2017. The Executive Committee updated the performance criteria in the spring of 2018. Form 990, Part VI, Section C, line 19 The Academy's Congressional Charter is posted on its website. The Federal Form 990 is posted on www.guidestar.org. The Academy's other governing documents, conflict of interest policy, and full financial statements are available to the public upon request. Form 990, Part IX, line 11g Consulting and other professional services: Program service expenses 137,824. Management and general expenses 299,823. Fundraising expenses 78,150. Total expenses 515,797. Subcontractors: Program service expenses 362,104. Management and general expenses 0. Fundraising expenses 0. Total expenses 362,104. Form 990, Part XII, Line 2c: The audit oversight process has not changed from prior years.