2025-11-04T12:21:03-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2024-01-01 133480246 NAF NAF 2126352400 169 MADISON AVE 2797 NEW YORK NY 10016 CRAIG W LOVE CHIEF FINANCIAL OFFICER 2126352400 2025-11-04 1 1 MELISSA MODELSON P01603524 2122862600 2025-11-04 2024 2025-03-06 01:10:19Z LISA DUGHI 169 MADISON AVE 2797 NEW YORK NY 10016 20890847 0 X WWW.NAF.ORG X 1988 NY NAF SOLVES SOME OF THE BIGGEST CHALLENGES FACING EDUCATION AND THE ECONOMY BY BRINGING EDUCATION, BUSINESS, AND COMMUNITY LEADERS TOGETHER TO TRANSFORM THE HIGH SCHOOL EXPERIENCE. 20 20 85 3760 0 0 17537676 18199677 1996495 2376617 949533 41495 -133817 -31514 20349887 20586275 1181638 683641 0 0 13495262 12203788 491563 261083 1884287 9998212 7337257 25166675 20485769 -4816788 100506 9794102 8041747 2778094 893817 7016008 7147930 X NAF SOLVES SOME OF THE BIGGEST CHALLENGES FACING EDUCATION AND THE ECONOMY BY BRINGING EDUCATION, BUSINESS, AND COMMUNITY LEADERS TOGETHER TO TRANSFORM THE HIGH SCHOOL EXPERIENCE. 0 0 3060126 136944 476073 THE ACADEMY OF FINANCE, WHICH OPERATES 127 ACADEMIES, CONNECTS HIGH SCHOOL STUDENTS WITH THE WORLD OF FINANCIAL SERVICES AND PERSONAL FINANCE, OFFERING A CURRICULUM THAT COVERS BANKING AND CREDIT, FINANCIAL PLANNING, GLOBAL FINANCE SECURITIES, INSURANCE, ACCOUNTING, AND ECONOMICS. THE ACADEMY OF FINANCE CURRICULUM AND CERTIFICATION IS VALIDATED BY THE COUNCIL FOR ECONOMIC EDUCATION. 2096307 93812 326129 THE ACADEMY OF INFORMATION TECHNOLOGY, WHICH OPERATES 87 ACADEMIES, PREPARES STUDENTS FOR CAREER OPPORTUNITIES IN COMPUTER NETWORKING, SYSTEMS, DATABASE DESIGN, DIGITAL VIDEO PRODUCTION, GRAPHIC DESIGN, AND PROGRAMMING. IN ADDITION, JUNIPER NETWORKS HAS AGREED UPON A PROGRAM OF STUDY, LINKED TO NAF ASSESSMENTS, WHICH WILL QUALIFY STUDENTS FOR ITS PROFESSIONAL TRAINING PROGRAM AND EARN A JUNIPER CERTIFICATE. ACADEMIES MAY ALSO USE COMPUTER SCIENCE CURRICULUM FROM PROJECT LEAD THE WAY, INC. (PLTW) AND SELECT COURSES FROM CISCO. 1999925 89499 311134 THE ACADEMY OF SCIENCE, TECHNOLOGY, ENGINEERING & MATHEMATICS (STEM) WHICH OPERATES 83 ACADEMIES, ANSWERS AN ACUTE NEED FOR ENGINEERS IN THIS COUNTRY BY EDUCATING HIGH SCHOOL STUDENTS IN THE PRINCIPLES OF ENGINEERING, PROVIDING CONTENT IN THE FIELDS OF ELECTRONICS, BIOTECH, AEROSPACE, CIVIL ENGINEERING, AND ARCHITECTURE. ACADEMIES USE CURRICULUM FROM PROJECT LEAD THE WAY, INC. (PLTW), THE STEM ACADEMY, OR PAXTON/PATTERSON. THEY ALSO BENEFIT FROM SUPPORT PROVIDED BY NATIONAL ACTION COUNCIL FOR MINORITIES IN ENGINEERING (NACME). 8120178 363386 1263281 THE ACADEMY OF HEALTH SCIENCES, WHICH OPERATES 79 ACADEMIES, ADDRESSES THE CRITICAL ACHIEVEMENT GAP IN STEM FIELDS AND DEVELOPS A PIPELINE OF STUDENTS PREPARED TO PURSUE HEALTH-RELATED DEGREES AND PROFESSIONS IN ONE OF THE FASTEST GROWING SECTORS OF THE ECONOMY. COURSES INCLUDE CONTENT ON BIOTECHNOLOGY, ANATOMY, PHYSIOLOGY, AND GLOBAL HEALTH. ACADEMIES MAY USE BIOMEDICAL CURRICULUM FROM PROJECT LEAD THE WAY INC. (PLTW) OR THE HEALTH SCIENCES CAREERS CURRICULUM FROM PAXTON-PATTERSON. HOSAFUTURE HEALTH PROFESSIONALS ALSO PROVIDES OPPORTUNITIES FOR STUDENTS TO BUILD COLLEGE AND CAREER-READINESS SKILLS. THE NATIONAL CONSORTIUM FOR HEALTH SCIENCE EDUCATION PROVIDES AN ONLINE MODULE FOR WORK-BASED LEARNING. 8120178 363386 1263281 15276536 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 123 0 85 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH ND NJ NM NY OR PA RI TN UT WI WV X X X CRAIG W LOVE CHIEF FINANCIAL OFFI 2126352400 169 MADISON AVE 2797 NEW YORK NY 10016 GREGORY J HAYES CHAIRMAN 4.00 X X 0 0 0 SANFORD I WEILL CHAIRMAN EMERITUS 4.00 X 0 0 0 KENNETH I CHENAULT VICE CHAIRMAN 4.00 X X 0 0 0 ROBERT F SMITH VICE CHAIRMAN 4.00 X X 0 0 0 EUGENE A LUDWIG SECRETARY 4.00 X X 0 0 0 JEFFREY A BRILL DIRECTOR 4.00 X 0 0 0 URSULA M BURNS DIRECTOR 4.00 X 0 0 0 LYNNE M DOUGHTIE DIRECTOR 4.00 X 0 0 0 ALEX GORSKY DIRECTOR 4.00 X 0 0 0 ERIN MCSWEENEY DIRECTOR 4.00 X 0 0 0 JENNIFER MORGAN DIRECTOR 4.00 X 0 0 0 NICOLA PALMER DIRECTOR 4.00 X 0 0 0 THOMAS PENNY III DIRECTOR 4.00 X 0 0 0 MARC REED DIRECTOR, THRU 5/8/24 4.00 X 0 0 0 LARRY RENFRO DIRECTOR, THRU 5/8/24 4.00 X 0 0 0 JAMES D ROBINSON III DIRECTOR, THRU 3/18/24 4.00 X 0 0 0 JOSEPH J RUSSO DIRECTOR 4.00 X 0 0 0 DAVID L STEWARD DIRECTOR 4.00 X 0 0 0 SANDY TORCHIA DIRECTOR 4.00 X 0 0 0 JOSEPH M TUCCI DIRECTOR 4.00 X 0 0 0 MARC WEILL DIRECTOR 4.00 X 0 0 0 DANTAYA WILIAMS DIRECTOR 4.00 X 0 0 0 MATTHEW ZIELINSKI DIRECTOR 4.00 X 0 0 0 LISA PAULETTE DUGHI CHIEF EXECUTIVE OFFICER 40.00 X 452616 0 38805 COLLEEN M DEVERY CHIEF STRATEGY OFFICER 40.00 X 218957 0 52785 DIRK A BUTLER CHIEF PROGRAM OFFICER 40.00 X 240041 0 27752 CRAIG W LOVE CHIEF FINANCIAL OFFICER/TREASURER 40.00 X 217283 0 46297 VALAIDA DANIELLE WYNN CHIEF ADVANCEMENT OFFICER 40.00 X 200236 0 55775 ELIZABETH PEREZ CHIEF PARTNERSHIP OFFICER, THRU 3/15/24 40.00 X 68829 0 10405 BROOKE A RICE VP CURRICULUM & WORK-BASED LEARNING 40.00 X 197980 0 18317 SANDRA R GREER-SANDERS VP PEOPLE OPERATIONS & TALENT MGMT 40.00 X 199320 0 16980 REEDY MICHELE WADE VP, ACADEMY ENGAGEMENT & IMPACT 40.00 X 194742 0 27843 MARC A LESSER VP, RESEARCH AND TECHNOLOGY 40.00 X 188564 0 27973 LINDSEY DIXON VP, PRODUCT & INNOVATION 40.00 X 192708 0 23965 TARAWHONA DAVIS BELLEVUE VP, IDEA STRATEGY 40.00 X 186838 0 28403 CAMILLE L CURRIE VP, MARKETING & COMMUNICATIONS 40.00 X 186101 0 27521 JENNIFER M PAUTZ AVP, POLICY & ADVOCACY 40.00 X 177580 0 15821 UMANG BERI SR DIR, DATA & SYSTEMS 40.00 X 160217 0 21598 KEISHA STEPHENSON TAYLOR SR DIR, ALUMNI & POSTSECONDARY ENGMT. 40.00 X 168249 0 12483 JAMES B COLE AVP, PARTNERSHIPS 40.00 X 165630 0 12273 DON-LEE M APPLYRS SR DIR, STRATEGIC ENGAGEMENT 40.00 X 159462 0 11780 JOSHUA SETH BENFIELD SR DIR, PROGRAM IMPLEMENTATION 40.00 X 157470 0 13775 KIMBERLEY JANE MILLIKEN HAYDEN SR DIR, DEVELOPMENT OPERATIONS 40.00 X 151430 0 8417 DANA B PUNGELLO AVP, MARKETING & COMMUNICATIONS 40.00 X 148260 0 40333 TERESA MICCAN CLARK SR DIR, DEVELOPMENT 40.00 X 140533 0 28508 MELANIE R SACCA AVP, FINANCE 40.00 X 136834 0 25716 JENNIFER L GEISLER DIRECTOR, EMERGING ACADEMIES 40.00 X 137032 0 12956 ARLENE DWIGHT-WILLIAMS DIRECTOR, COMMUNITY IMPACT 40.00 X 138126 0 11462 4585038 0 617943 47 0 1 0 ORGANIZATIONAL SERVICES INC 3380 TRAVIS POINTE ROAD SUITE H ANN ARBOR MI 48108 EVENT MANAGEMENT SERVICES 948153 NOCTI 500 NORTH BRONSON AVENUE BIG RAPIDS MI 49307 IT PROJECT MANAGEMENT SERVICES 694770 LEADING AUTHORITIES INC 1725 I ST NW SUITE 200 WASHINGTON DC 20006 EVENT PRODUCTION SERVICES 376225 ALPHA BUSINESS SOLUTIONS LLC 125 HALF MILE ROAD SUITE 200 RED BANK NJ 07701 PROJECT MANAGEMENT SERVICES 333536 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 305650 12 1190385 17009292 180355 18199677 MEMBERSHIP DUES 541900 1370015 1370015 SCHOOL DISTRICT CONTRACTS 541900 620330 620330 CONFERENCE REGISTRATION FEES 541900 386272 386272 2376617 42896 42896 180596 181997 -1401 -1401 -1401 61875 1190385 122575 -60700 -60700 REIMBURSEMENTS 900099 14825 14825 REBATES 900099 14361 14361 29186 20586275 2376617 0 9981 X 514215 514215 169426 169426 4383221 3076904 722549 583768 6288418 4789790 718826 779802 445636 339973 48372 57291 280850 240483 20505 19862 805663 597077 106750 101836 2506 2506 400018 400018 96000 96000 261083 261083 3162352 3110517 47695 4140 723661 693565 3629 26467 435184 222212 209307 3665 1237276 704270 533006 64411 19234 45177 998297 759648 198678 39971 38941 30959 1580 6402 1426 1426 BAD DEBT EXPENSE 165723 2750 162973 STAFF PROFESSIONAL DEVE 10152 4203 5949 MISCELLANEOUS EXPENSES 1310 1310 20485769 15276536 3324946 1884287 4956327 3798450 627350 833610 1852141 799427 810483 1060957 159812 115911 2700197 2700197 1426 0 1386563 1433392 9794102 8041747 1114731 396569 1663363 497248 2778094 893817 X 898561 2391605 6117447 4756325 7016008 7147930 9794102 8041747 100506 31416 0 X X 0 1 X 1 0 X 23522879 17698936 11626385 17537676 18199677 88585553 23522879 17698936 11626385 17537676 18199677 88585553 23636389 64949164 415080 283873 208126 93426 42896 1043401 1499 16873 29186 47558 89676512 8380313 0.72430 0.66600 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REBATES - 2020 AMOUNT: $ 1,499. 2023 AMOUNT: $ 16,873. 2024 AMOUNT: $ 14,361. REIMBURSEMENTS - 2024 AMOUNT: $ 14,825. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 111689 0 1 91382 203071 0 PART II-B, LINE 1: THE LOBBYIST ENGAGED WITH ACTIVE LEGISLATIVE ACTIVITY WITH RESPECT TO HIGH SCHOOL ACADEMIES, CAREER AND TECHNICAL EDUCATION, AND YOUTH WORKFORCE DEVELOPMENT TO SHARE NAF'S EXPERTISE IN HOW ANY POLICY CHANGES COULD POSITIVELY OR NEGATIVELY EFFECT THE AVAILABILITY AND QUALITY OF WORK-BASED LEARNING EXPERIENCES FOR HIGH SCHOOL STUDENTS. THE LOBBYISTS PROVIDED FEDERAL GOVERNMENT RELATIONS SERVICES AND STRATEGIC ADVISORY, CONDUCTING VIRTUAL LOBBYING MEETINGS TO ADVANCE NAF'S APPROPRIATIONS REQUEST TO THE CHAIRS AND RANKING MEMBERS OF THE HOUSE AND SENATE LHHS APPROPRIATIONS SUBCOMMITTEES, ALL HOUSE AND SENATE LHHS MEMBERS, AND KEY CONGRESSIONAL BLACK CAUCUS AND CONGRESSIONAL HISPANIC CAUCUS MEMBERS. 731872 56257 788129 652102 79770 731872 707442 -55340 652102 582953 124489 707442 515865 67088 582953 0.00000 1.00000 0.00000 0 0 2700197 2700197 0 0 X 21035342 31416 309901 122575 463892 20571450 14825 14825 20586275 20903420 309901 122575 432476 20470944 14825 14825 20485769 PART V, LINE 4: THE ALDO PAPONE ENDOWMENT WAS ESTABLISHED BY THE AMERICAN EXPRESS COMPANY IN 1991 TO PROVIDE FUNDS FOR GRANT AWARDS TO OUTSTANDING U.S. ACADEMY PROGRAM. ON AN ANNUAL BASIS, A MAXIMUM OF 7% OF THE ALDO PAPONE ENDOWMENT'S ASSETS ARE AVAILABLE FOR DISBURSEMENT. THE JESSE BLACKMAN ENDOWMENT WAS ESTABLISHED IN 1994 WITH A CONTRIBUTION FROM THE AMERICAN EXPRESS COMPANY. THE PURPOSE OF THE JESSE BLACKMAN ENDOWMENT IS TO PROVIDE FUNDS FOR A SCHOLARSHIP TO AN OUTSTANDING STUDENT IN THE HOSPITALITY AND TOURISM PROGRAM. PART X, LINE 2: NAF RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT NAF HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. NAF IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED ON PART VIII, LINE 8B 122,575. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS REIMBURSEMENTS TO PART VIII, LINE 11 14,825. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED ON PART VIII, LINE 8B 122,575. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS REIMBURSEMENTS TO PART VIII, LINE 11 14,825. X X X X 1 POWERED BY PROFESSIONALS INC 122 E 42ND ST 18TH FL NEW YORK NY 10168 ANNUAL BENEFIT CONSULTANT 0 1252260 40548 1211712 ADVANCE NYC INC PO BOX 445 PLEASANTVILLE NY 10570 STRATEGY AND SUPPORT FOR INSTITUTIONAL/INDIVIDUAL GIVING, AN 0 0 200535 -200535 GAIL P STONE EVENTS INC 2932 VAUXHALL RD VAUXHALL NJ 07088 ANNUAL BENEFIT CONSULTANT FOR 2025 0 0 20000 -20000 1252260 261083 991177 AL AK AZ AR CA CT CO DC FL GA HI IL IN KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI ANNUAL BENEFIT 1252260 1190385 61875 22130 64125 5239 31081 1252260 1190385 61875 22130 64125 5239 31081 122575 -60700 1 READY CT 350 CHURCH ST HARTFORD CT 06103 274704040 501(C)(3) 150000 0 HARTFORD SUBGRANT THROUGH READYCT DETROIT PUBLIC SCHOOLS FOUNDATION 3011 W GRAND BLVD STE 1004 - FISHER BUILDING DETROIT MI 48202 300135450 501(C)(3) 85000 0 SUBGRANT FOR ACADEMY DEVELOPMENT MILWAUKEE BOARD OF SCHOOL DIRECTORS 5225 W VLIET STREET MILWAUKEE WI 53208 396003457 SECTION 115 26000 0 DISTINGUISHED ACADEMIES JACKSON PUBLIC SCHOOL 662 S PRESIDENT STREET JACKSON MS 39201 SECTION 115 24000 0 NAF GRANT COVERING 2024-2025 MEMBERSHIP/YOP FEES FOR ACADEMY(IES) SCHOLARSHIP AMERICA INC 7900 INTERNATIONAL DRIVE MINNEAPOLIS MN 55425 042296967 501(C)(3) 23000 0 SCHOLARSHIPS JACKSON-REED PARENT TEACHER STUDENT ORGANIZATION 3950 CHESAPEAKE ST NW WASHINGTON DC 20016 521593961 501(C)(3) 21000 0 DISTINGUISHED ACADEMIES & STIPEND FOR HOSTING ON-SITE VISIT FOREST MUNICIPAL SCHOOL DISTRICT 325 CLEVELAND STREET FOREST MS 39074 SECTION 115 12000 0 NAF GRANT COVERING 2024-2025 MEMBERSHIP/YOP FEES FOR ACADEMY(IES) SCOTT COUNTY SCHOOL DISTRICT 110 COMMERCE LOOP FOREST MS 39074 SECTION 115 12000 0 NAF GRANT COVERING 2024-2025 MEMBERSHIP/YOP FEES FOR ACADEMY(IES) COMPTON UNIFIED SCHOOL DISTRICT 501 S SANTA FE AVENUE COMPTON CA 90221 952650551 SECTION 115 11000 0 SPONSORSHIP OF SCHOOL EVENT & NAF GRANT COVERING 2024-2025 MEMBERSHIP/YOP FEES FOR ACADEMY(IES) CHARLOTTE MECKLENBURG BOARD OF EDUCATION PO BOX 30035 CHARLOTTE NC 28230 566001074 SECTION 115 10000 0 DISTINGUISHED ACADEMIES BROWARD PRINCIPALS AND ASSISTANTS ASSOCIATION 1452 E BEXLEW PARK DR DELRAY BEACH FL 33445 591973586 501(C)(6) 9000 0 SPONSORSHIP OF SCHOOL EVENT ELVIRA M COLN NEGRN CONSEJO ESCOLAR PO BOX 790 SANTA ISABEL PR 00757 660557531 SECTION 115 8000 0 SUBGRANT FOR ACADEMY DEVELOPMENT MIDDLETOWN EXTRA CLASSROOM ACTIVITY FUNDS 223 WISNER AVE MIDDLETOWN NY 10940 146001667 SECTION 115 6000 0 NAF-RTX FIRST SUBGRANT AWARD REEDY CREEK ROBOTICS BOOSTERS INC 1734 RAVENWING DRIVE FUQUAY VARINA NC 27526 842480403 501(C)(3) 6000 0 NAF-RTX FIRST SUBGRANT AWARD 13 1 KNOPRO CHALLENGE WINNER 401 124076 PROJECT PARTICIPATION STIPENDS 34 24000 COMPETITION WINNER 78 16350 ACADEMY AWARD 1 5000 PART I, LINE 2: NAF DISBURSES SEVERAL SCHOLARSHIPS TO STUDENTS AND PROGRAM ALUMNI. IN ADDITION, PROGRAM GRANTS ARE DISBURSED TO THE ACADEMIES THEMSELVES TO ASSIST WITH PROGRAM EXPENDITURES. SCHOLARSHIPS ARE AWARDED THROUGH A COMPETITIVE APPLICATION PROCESS. DIFFERENT SCHOLARSHIP PROGRAMS HAVE VARYING CRITERIA, BUT IN GENERAL THE FOLLOWING APPLY: STUDENTS MUST BE ENROLLED IN OR ALUMNI OF AN ACADEMY. PROGRAM GRANTS ARE AWARDED BASED ON A COMPETITIVE PROCESS OR ACCORDING TO DONOR SPECIFICATIONS. NAF AND GRANTEES JOINTLY AGREE ON ALL PROGRAMMATIC GOALS AND EXPECTATIONS, INCLUDING ESTABLISHING VARIOUS REPORTING OBLIGATIONS TO ENSURE ACCOUNTABILITY. NAF STAFF IN TURN MONITOR GRANTEES' PROGRESS THROUGHOUT THE REPORTING PERIOD TO ENSURE ADEQUATE PROGRESS IS MADE AS WELL AS TO PROVIDE SUPPORT, AS NECESSARY. KNOPRO CHALLENGE WINNERS: ONLY 2% OF HIGH SCHOOL STUDENTS IN THE U.S. COMPLETE A PAID INTERNSHIP. WE BELIEVE THAT ALL STUDENTS DESERVE ACCESS TO REWARDING WORK-BASED-LEARNING AND CAREER READINESS EXPERIENCES. WE MADE KNOPRO TO REACH THE OTHER 98%. HIGH SCHOOL STUDENTS SIGN UP FOR AN ACCOUNT TO COMPLETE SKILLBUILDER OR CHALLENGES. THE PRESENTATIONS ARE SUBMITTED TO THE JUDGES AND WINNERS ARE CHOSEN FROM THE SKILLBUILDERS. A PANEL MADE UP OF INDUSTRY LEADERS AND INTERNAL STAFF REVIEWED ALL SUBMISSIONS AND RATED/SELECTED WINNERS BASED ON STATED CRITERIA AND SUBJECTIVE ASSESSMENTS. FUNDS WERE ONLY DISTRIBUTED AT THE COMPLETION OF THE ASSIGNMENT THEREFORE NO ADDITIONAL MONITORING WAS REQUIRED. SUB-GRANT AWARDS: IN COORDINATION WITH SPONSORS, SUB-GRANTEES WERE SELECTED BASED ON PROGRAMMATIC IMPACT, CURRICULUM THEME, AND/OR GEOGRAPHIC REGION. INTERNAL STAFF CONTINUOUSLY MONITORED ALL SUB-GRANTEES AND RELATED PERFORMANCE DATA WAS EVALUATED TO ENSURE MINIMUM STANDARDS WERE MET UNTIL THE COMPLETION OF THE SCHOOL YEAR. PROJECT PARTICIPATION STIPENDS: THROUGHOUT THE YEAR NAF CONDUCTS SEVERAL PILOT PROGRAMS AIMED TO ENHANCE THE RESOURCES, SUPPORT AND EXPERIENCE WE PROVIDE TO OUR NETWORK. AS A PART OF THESE PROJECTS, NAF IDENTIFIES EDUCATORS TO PARTICIPATE BASED ON PROGRAMMATIC IMPACT, CURRICULUM THEME, AND/OR GEOGRAPHIC REGION. INTERNAL STAFF CONTINUOUSLY MONITORED ALL PARTICIPANTS AND RELATED PERFORMANCE DATA WAS EVALUATED TO ENSURE MINIMUM STANDARDS WERE MET UNTIL THE COMPLETION OF THE PROJECT. COMPETITION WINNERS: NAF HOLDS VARYING COMPETITIONS THROUGHOUT THE YEAR FOR BOTH EDUCATORS AND STUDENTS. AS INCENTIVES TO GENERATE MORE ENTHUSIASM FOR NEW PLATFORMS AND INITIATIVES. DIFFERENT COMPETITIONS HAVE VARYING CRITERIA BUT IN GENERAL THE FOLLOWING APPLY: TO BE ELIGIBLE, THEY MUST BE ENROLLED IN, TEACH IN, OR AN ALUMNUS OF AN ACADEMY IN OUR NETWORK. X X X X X 1 0 0 0 0 0 0 1 0 LISA PAULETTE DUGHI CHIEF EXECUTIVE OFFICER 446016 0 0 0 6600 0 27600 0 11205 0 491421 0 0 0 COLLEEN M DEVERY CHIEF STRATEGY OFFICER 209857 0 2500 0 6600 0 19105 0 33680 0 271742 0 0 0 DIRK A BUTLER CHIEF PROGRAM OFFICER 231941 0 1500 0 6600 0 18787 0 8965 0 267793 0 0 0 CRAIG W LOVE CHIEF FINANCIAL OFFICER/TREASURER 209183 0 1500 0 6600 0 18475 0 27822 0 263580 0 0 0 VALAIDA DANIELLE WYNN CHIEF ADVANCEMENT OFFICER 192136 0 1500 0 6600 0 17940 0 37835 0 256011 0 0 0 REEDY MICHELE WADE VP, ACADEMY ENGAGEMENT & IMPACT 185392 0 2750 0 6600 0 15464 0 12379 0 222585 0 0 0 LINDSEY DIXON VP, PRODUCT & INNOVATION 183608 0 2500 0 6600 0 15000 0 8965 0 216673 0 0 0 MARC A LESSER VP, RESEARCH AND TECHNOLOGY 179264 0 2700 0 6600 0 15016 0 12957 0 216537 0 0 0 SANDRA R GREER-SANDERS VP PEOPLE OPERATIONS & TALENT MGMT 183620 0 2500 0 13200 0 15000 0 1980 0 216300 0 0 0 BROOKE A RICE VP CURRICULUM & WORK-BASED LEARNING 181800 0 2500 0 13680 0 15000 0 3317 0 216297 0 0 0 TARAWHONA DAVIS BELLEVUE VP, IDEA STRATEGY 178738 0 1500 0 6600 0 14920 0 13483 0 215241 0 0 0 CAMILLE L CURRIE VP, MARKETING & COMMUNICATIONS 179501 0 0 0 6600 0 14800 0 12721 0 213622 0 0 0 JENNIFER M PAUTZ AVP, POLICY & ADVOCACY 162400 0 1500 0 13680 0 13304 0 2517 0 193401 0 0 0 DANA B PUNGELLO AVP, MARKETING & COMMUNICATIONS 140160 0 1500 0 6600 0 12920 0 27413 0 188593 0 0 0 UMANG BERI SR DIR, DATA & SYSTEMS 144517 0 2500 0 13200 0 12446 0 9152 0 181815 0 0 0 KEISHA STEPHENSON TAYLOR SR DIR, ALUMNI & POSTSECONDARY ENGMT 153069 0 1500 0 13680 0 12366 0 117 0 180732 0 0 0 JAMES B COLE AVP, PARTNERSHIPS 142800 0 9150 0 13680 0 12156 0 117 0 177903 0 0 0 JOSHUA SETH BENFIELD SR DIR, PROGRAM IMPLEMENTATION 142770 0 1500 0 13200 0 11663 0 2112 0 171245 0 0 0 DON-LEE M APPLYRS SR DIR, STRATEGIC ENGAGEMENT 144282 0 1500 0 13680 0 11663 0 117 0 171242 0 0 0 TERESA MICCAN CLARK SR DIR, DEVELOPMENT 132433 0 1500 0 6600 0 9720 0 18788 0 169041 0 0 0 MELANIE R SACCA AVP, FINANCE 127584 0 2650 0 6600 0 11017 0 14699 0 162550 0 0 0 KIMBERLEY JANE MILLIKEN HAYDEN SR DIR, DEVELOPMENT OPERATIONS 136000 0 1750 0 13680 0 8300 0 117 0 159847 0 0 0 PART I, LINE 4A ELIZABETH PEREZ, CHIEF PARTNERSHIP OFFICER, RECEIVED A SEVERANCE PAYMENT OF $15,630 IN 2024. PART I, LINE 7 BONUSES WERE PAID BASED ON THE PERFORMANCE OF THE INDIVIDUALS AND WITHIN THE APPROVED BUDGET. BONUSES WERE TAXABLE AND REPORTED ON THE INDIVIDUALS' 2024 FORMS W-2, AND REPORTED ON SCHEDULE J, PART II IN COLUMN B (II). X 3 180355 AVG. SELLING PRICE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN B. FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A: THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. FORM 990, PART VI, SECTION A, LINE 2 SANFORD I. WEILL, CHAIRMAN, AND MARC WEILL, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION AND IN CONSULTATION WITH NAF STAFF MEMBERS. THE RETURN PREPARED BY THE ACCOUNTING FIRM IS THEN REVIEWED BY THE ORGANIZATION'S FINANCE DEPARTMENT, AS WELL AS THE FINANCE AND AUDIT COMMITTEES OF THE BOARD OF DIRECTORS. THE ORGANIZATION'S FORM 990 IS THEN PROVIDED ELECTRONICALLY TO THE FULL BOARD OF DIRECTORS BEFORE SUBMISSION OF THE RETURN TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C NAF HAS A CODE OF ETHICS/CONFLICT OF INTEREST POLICY REQUIRING ALL DIRECTORS, OFFICERS AND KEY PERSONS TO COMPLETE A CONFLICT OF INTEREST POLICY LETTER ANNUALLY. THE LETTERS ARE REVIEWED BY THE AUDIT COMMITTEE WHO DETERMINES IF A CONFLICT OF INTEREST EXISTS. IN THE EVENT OF A CONFLICT OF INTEREST, THE BOARD OF DIRECTORS DETERMINES THE APPROPRIATE ACTIONS REQUIRED, INCLUDING PREVENTING THE INDIVIDUAL FROM PARTICIPATING IN DISCUSSION AND DECISIONS REGARDING THE MATTER. MINUTES OF THE MEETINGS OF THE AUDIT COMMITTEE WILL RECORD THE NAMES OF THE INTERESTED PERSONS, NATURE OF THE CONFLICT OF INTERESTS, AND THE FINAL DECISIONS MADE REGARDING THE CONFLICT OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 NAF HIRED AN INDEPENDENT COMPENSATION CONSULTANT TO PRODUCE A SALARY SURVEY IN 2024. NAF HAS SET COMPENSATION FOR SENIOR MANAGEMENT WITHIN THE RANGE OF THE GOING MARKET RATE FOR FUNCTIONALLY COMPARABLE POSITIONS HELD BY INDIVIDUALS WITH SIMILAR EXPERIENCE LEVELS AT SIMILARLY SITUATED ORGANIZATIONS. DOCUMENTATION IS MAINTAINED IN NAF'S RECORDS. A COMPENSATION COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS REVIEW AND APPROVE COMPENSATION FOR THE CEO, AS WELL AS ALL OTHER TOP MANAGEMENT AND KEY EMPLOYEES. THIS PROCESS WAS LAST UNDERTAKEN IN 2024. FORM 990, PART VI, SECTION C, LINE 19 NAF MAKES ITS FORM 990 AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE; THE FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE, GUIDESTAR.ORG, AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FORM 990 AS WELL AS THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, FORM 1023, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G RESEARCH: PROGRAM SERVICE EXPENSES 117,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,000. CURRICULUM DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,084. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,084. CONSULTING AND PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,993,517. MANAGEMENT AND GENERAL EXPENSES 45,611. FUNDRAISING EXPENSES 4,140. TOTAL EXPENSES 3,043,268. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.