2025-11-12T09:33:41-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 237097490 NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS INC NATI 3014746222 6406 IVY LANE 200B GREENBELT MD 20770 GUYLAINE SAINT JUSTE PRESIDENT & CEO 3014746222 2025-11-10 1 1 AARON M FOX P01365820 2022274000 2025-11-10 2024 2025-03-06 01:10:19Z GUYLAINE SAINT JUSTE 6406 IVY LANE 200B GREENBELT MD 20770 22792606 0 2483 X WWW.NABAINC.ORG X 1970 NY TO ENSURE UNLIMITED OPPORTUNI- TIES FOR BLACKS IN THE ACCOUNTING AND RELATED BUSINESS PROFESSIONS 15 15 47 750 0 0 7233085 9815385 7197063 6244536 727178 487357 0 0 15157326 16547278 1727858 640561 0 0 4117182 5275723 0 0 0 8953554 10942810 14798594 16859094 358732 -311816 12483978 11825831 2048974 1519700 10435004 10306131 X TO ADDRESS THE PROFESSIONAL NEEDS OF ITS MEMBERS AND TO BUILD LEADERS THAT SHAPE THE FUTURE OF THE ACCOUNTING AND FINANCE PROFESSION WITH AN UNFALTERING COMMITMENT TO INSPIRE THE SAME IN THEIR SUCCESSORS. 0 0 6311116 5287093 NATIONAL CONVENTION - PROVIDES A FORUM FOR PROGRAMMING, TRAINING, AND NETWORKING WHILE UNITING NABA MEMBERS, THE CORPORATE COMMUNITY, ACADEMICS AND OTHERS INTERESTED IN PROMOTING THE MISSION AND GOALS OF NABA. THE NATIONAL CONVENTION ENHANCES THE MANAGEMENT SKILLS AND PRODUCTIVITY OF ITS MEMBERS THROUGH FOCUSED WORKSHOPS AND TECHNICAL SESSIONS. IT PROVIDES BRANDING AND IMAGING OPPORTUNITIES AS WELL AS DIVERSITY RECRUITING AND HIRING SOLUTIONS FOR ITS CORPORATE PARTNERS. THE NATIONAL CONVENTION HOSTS A SERIES OF LEADERSHIP WORKSHOPS. 1816064 905062 REGIONAL CONFERENCES: NABA'S REGIONAL CONFERENCES ARE TRANSFORMATIVE JOURNEYS TO EMPOWER AND INSPIRE PROFESSIONAL TO REACH NEW HEIGHTS IN THEIR CAREERS AND PERSONAL GROWTH. PARTICIPANTS CAN PREPARE FOR AN IMMERSIVE EXPERIENCE FILLED WITH ENRICHING SESSIONS, NETWORKING OPPORTUNITIES AND THOUGHT-PROVOKING DISCUSSIONS. 1740500 335561 52381 NABA'S OTHER PROGRAM CONTENT AND EVENTS CREATE VALUABLE OPPORTUNITIES TO ADDRESS THE NEEDS OF PARTNERS, PROFESSIONALS AND THE PIPELINE, FOSTERING GROWTH AND SUCCESS AT EVERY STAGE IN THE NABA LIFE CYCLE. 1353157 CHAPTERS & REGIONS: THE CHAPTERS & REGIONS PROGRAM STRENGTHENS NABA'S LOCAL AND REGIONAL PRESENCE BY SUPPORTING CHAPTER OPERATIONS, LEADERSHIP DEVELOPMENT, AND COMMUNITY ENGAGEMENT. THROUGH STRATEGIC ALIGNMENT AND COLLABORATION, THIS ACTIVITY ENSURES THAT CHAPTERS ARE EQUIPPED TO DELIVER IMPACTFUL PROGRAMMING, FOSTER MEMBER GROWTH, AND ADVANCE NABA'S MISSION. 1230416 305000 SCHOLARSHIPS: SINCE ITS INCEPTION, NABA HAS PROVIDED SCHOLARSHIP FUNDS TO DESERVING STUDENTS PREPARING TO ENTER VARIOUS ACCOUNTING, FINANCE AND BUSINESS PROFESSIONS. FOSTERING ECONOMIC AND EDUCATIONAL OPPORTUNITIES IS PARAMOUNT FOR INDIVIDUAL AND COMMUNITY WELL-BEING. TO SUPPORT THESE EFFORTS NABA OFFERS AN AVERAGE OF 150 SCHOLARSHIPS ANNUALLY RANGING FROM $1,000 - $10,000. 607817 MEMBERSHIP - WE UNITE THROUGH MEMBERSHIP - ACCOUNTANTS, FINANCE AND BUSINESS-RELATED PROFESSIONALS AND STUDENTS WHO HAVE SIMILAR INTERESTS AND IDEALS, ARE COMMITTED TO PROFESSIONAL AND ACADEMIC EXCELLENCE, POSSESS A SENSE OF PROFESSIONAL AND CIVIC RESPONSIBILITY, AND ARE CONCERNED WITH ENHANCING OPPORTUNITIES FOR MINORITIES IN THE ACCOUNTING, FINANCE AND RELATED BUSINESS PROFESSIONS. 3191390 305000 13059070 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 30 0 1 47 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 0 1 0 1 1 1 1 0 0 NY X CATHERINE FOCA 2405425020 6406 IVY LANE 200B GREENBELT MD 20770 HERSCHEL FRIERSON CHAIRMAN 1.15 0.00 X X 0 0 0 SHERRY-ANN MOHAN CPA VICE CHAIR 1.08 0.00 X X 0 0 0 NOEL BOWERS CPA MS NATIONAL SECRETARY 1.69 0.00 X X 0 0 0 DURRAN DUNN CPA CIA NATIONAL TREASURER 1.69 0.00 X X 0 0 0 STEVEN HARRIS CPA CGMA IMMEDIATE PAST CHAIR 1.08 5.00 X 0 0 0 TREVOR WILLIAMS CPA EASTERN REGION PRESIDENT 1.46 0.00 X 0 0 0 E ZENAI SAVAGE CENTRAL REGION PRESIDENT 0.77 5.00 X 0 0 0 CRYSTAL MARTIN SOUTHERN REGION PRESIDENT 0.83 0.00 X 0 0 0 TAWANA NICHOLS WESTERN REGION PRESIDENT 1.00 0.00 X 0 0 0 JESSE RHODES NATIONAL DIRECTOR 0.83 0.00 X 0 0 0 TASHA AUSTIN PH D NATIONAL DIRECTOR 1.00 5.00 X 0 0 0 KIMI ELLEN CPA NATIONAL DIRECTOR 1.00 5.00 X 0 0 0 STEPHEN METOYER CPA NATIONAL DIRECTOR 1.19 0.00 X 0 0 0 THEODORE BUNTING CPA NATIONAL DIRECTOR 1.15 0.00 X 0 0 0 WENDY MORTON-HUDDLESTON CFGM PMP NATIONAL DIRECTOR 0.96 0.00 X 0 0 0 GUYLAINE SAINT JUSTE PRESIDENT & CEO 40.00 0.00 X 413731 0 22076 AYOPO JONES CHIEF FINANCIAL OFFICER 40.00 0.00 X 117519 0 32689 KIM WILLIAMS CHIEF REVENUE OFFICER 40.00 0.00 X 210831 0 40916 CATHERINE FOCA CHIEF OPERATING OFFICER 40.00 0.00 X 226900 0 42540 TELAEKAH BROOKERS CHIEF EDUCATION OFFICER 40.00 0.00 X 212989 0 13740 MARCELINO RAYGOZA CHIEF TECHNOLOGY OFFICER 40.00 0.00 X 188139 0 34205 TOI ESHUN SVP, MARKETING & COMMS 40.00 0.00 X 172763 0 39626 SHON MCGHEE SVP, FINANCE & ACCOUNTING 40.00 0.00 X 166592 0 20500 KIM R WILSON SVP, STAKEHOLDER EXPERIENCE 40.00 0.00 X 160431 0 20654 KAREN FAUCETTE SR DIR, CORP. ENGAGEMENT 40.00 0.00 X 116038 0 35585 TUNISIA CARTER DIR, EXECUTIVE OPS & GOV. 40.00 0.00 X 109860 0 35268 2095793 0 337799 11 0 1 0 LLB ENTERPRISES 800 CORPORATE DR 301 STAFFORD VA 22554 CONFERENCE MGMT 500963 PARADIGM PRODUCTIONS GROUP 215 E MAIN ST LEESBURG FL 34748 A/V SERVICES 417149 HARRY WALKER AGENCY 355 LEXINGTON AVE 21 NEW YORK NY 10017 SPEAKER FEES 375000 SARALUX LLC 260 MADISON AVE 8TH FL NEW YORK NY 10016 IT CONSULTING 265259 GLOBAL EXPERIENCE SPECIALISTS 7000 S LINDELL RD 4702 LAS VEGAS NV 89118 CONFERENCE MGMT 200829 11 1665697 8149688 9815385 NATIONAL CONVENTION 900099 5287093 5287093 REGIONAL CONVENTION 900099 905062 905062 CAREER CENTER 900099 52381 52381 6244536 429139 429139 6303546 6245328 58218 58218 58218 16547278 6244536 0 487357 X 335561 335561 305000 305000 1556275 933763 622512 2838415 2601660 236755 103978 98917 5061 487192 421764 65428 289863 235810 54053 182486 182486 50045 50045 3175643 1349650 1825993 7569 7569 496907 383075 113832 218607 62873 155734 25097 19827 5270 2505376 2057449 447927 3995246 3995246 113384 89573 23811 MISCELLANEOUS EXPENSES 119513 119513 STAFF DEVELOPMENT 52937 41820 11117 16859094 13059070 3800024 0 2321003 2263677 518068 410428 356946 666752 38500 194046 920070 377906 289480 542164 8839779 7651863 120202 96901 12483978 11825831 1302041 993467 594620 429332 152313 96901 2048974 1519700 X 8882284 8476660 1552720 1829471 10435004 10306131 12483978 11825831 -311816 182943 0 X 0 1 X 1 0 X 3221541 975000 10362942 7233085 9815385 31607953 3221541 975000 10362942 7233085 9815385 31607953 5249492 26358461 76508 159660 163618 485600 429139 1314525 32922478 20607101 0.80060 0.86840 X PART II, SHORT YEAR EXPLANATION: IN MARCH 2022, NABA'S BOARD OF DIRECTORS APPROVED A CHANGE OF NABA'S FISCAL YEAR END FROM JUNE 30 TO DECEMBER 31, 2021. AS A RESULT OF THIS CHANGE, THE COLUMNS IN THE SCHEDULE A, PART II SUPPORT SCHEDULE REPORT THE ACTIVITY FOR THE ORGANIZATION'S TAX YEARS AS FOLLOWS (COLUMN: TAX YEAR): 2020: JUNE 30, 2021 2021: DECEMBER 31, 2021 2022: DECEMBER 31, 2022 2023: DECEMBER 31, 2023 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 817784 336931 480853 102286 40975 61311 542164 LEASE LIABILITY--OPERATING 96901 96901 X 17128221 182943 398000 580943 16547278 0 16547278 17257094 398000 398000 16859094 0 16859094 PART X, LINE 2: NABA PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2024, THERE WERE NO EXAMINATIONS IN PROGRESS OR PENDING WITH TAXING AUTHORITIES. IT IS NABA'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INCOME TAX EXPENSE. 0 NABA FOUNDATION 6404 IVY LANE STE 200B GREENBELT MD 20770 923890441 501(C)(3) 335561 0 GENERAL SUPPORT 1 0 SCHOLARSHIPS 41 305000 X X 0 0 0 0 0 0 0 1 0 GUYLAINE SAINT JUSTE PRESIDENT & CEO 313731 0 100000 0 0 0 20654 0 1422 0 435807 0 0 0 CATHERINE FOCA CHIEF OPERATING OFFICER 201900 0 25000 0 0 0 13486 0 29054 0 269440 0 0 0 KIM WILLIAMS CHIEF REVENUE OFFICER 185831 0 25000 0 0 0 11862 0 29054 0 251747 0 0 0 TELAEKAH BROOKERS CHIEF EDUCATION OFFICER 192989 0 20000 0 0 0 12318 0 1422 0 226729 0 0 0 MARCELINO RAYGOZA CHIEF TECHNOLOGY OFFICER 168139 0 20000 0 0 0 5151 0 29054 0 222344 0 0 0 TOI ESHUN SVP, MARKETING & COMMS 149763 0 23000 0 0 0 10572 0 29054 0 212389 0 0 0 SHON MCGHEE SVP, FINANCE & ACCOUNTING 144592 0 22000 0 0 0 9711 0 10789 0 187092 0 0 0 KIM R WILSON SVP, STAKEHOLDER EXPERIENCE 146431 0 14000 0 0 0 9865 0 10789 0 181085 0 0 0 KAREN FAUCETTE SR DIR, CORP. ENGAGEMENT 99038 0 17000 0 0 0 6531 0 29054 0 151623 0 0 0 AYOPO JONES CHIEF FINANCIAL OFFICER 117519 0 0 0 0 0 3635 0 29054 0 150208 0 0 0 PART I, LINE 7 INDIVIDUALS MAY RECEIVE NON-FIXED, DISCRETIONARY BONUSES DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 6 THERE SHALL BE TWO CLASSES OF MEMBERSHIP IN THE ASSOCIATION: VOTING AND NON-VOTING. VOTING MEMBERS: THE FOLLOWING PERSONS SHALL BE ELIGIBLE FOR VOTING MEMBERSHIP IN THE ASSOCIATION: I. ANY PERSON WHO HAS OBTAINED AN UNDERGRADUATE, GRADUATE OR POST-DOCTORATE DEGREE WITH A MAJOR IN ACCOUNTING, FINANCE, TECHNOLOGY OR OTHER BUSINESS-RELATED DEGREES. OR; II. ANY PERSON WHO IS CERTIFIED OR LICENSED BY A STATE OR TERRITORY OR POSSESSION OF THE UNITED STATES TO PRACTICE ACCOUNTING., AUDITING, FINANCE, TECHNOLOGY, OR RELATED INDUSTRY. III. ANY PERSON WHO IS EMPLOYED AS AN ADJUNCT, FULL-TIME OR TENURED PROFESSOR AT A COLLEGE, UNIVERSITY, OR OTHER POST-SECONDARY EDUCATION INSTITUTION. IV. ANY PERSON WHO IS EMPLOYED AS AN EXECUTIVE (E.G., PROVOST) OR ADMINISTRATOR (E.G., DEAN} AT A COLLEGE, UNIVERSITY, OR OTHER POST-SECONDARY EDUCATION INSTITUTION. NON-VOTING MEMBERS: THE FOLLOWING PERSONS SHALL BE ELIGIBLE FOR NON-VOTING MEMBERSHIP IN THE ASSOCIATION: I. ANY PERSON WHO IS CURRENTLY ENROLLED IN A COLLEGE OR UNIVERSITY PURSUING A CERTIFICATION OR AN UNDERGRADUATE OR GRADUATE DEGREE WITH A MAJOR OR MINOR IN ACCOUNTING, FINANCE., TECHNOLOGY., OR BUSINESS-RELATED DEGREES; OR II. ANY HIGH SCHOOL STUDENT WITH A DEMONSTRATED INTEREST IN ACCOUNTING, FINANCE, TECHNOLOGY OR OTHER BUSINESS-RELATED DEGREES. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS IN GOOD STANDING SHALL HAVE THE RIGHT TO VOTE ON THE ELECTION OF THE REGIONAL LEADERS(S) PRESENTED BY THE NOMINATING COMMITTEE OR ANY OTHER MATTER REQUIRED TO BE SUBMITTED TO THE MEMBERS FOR A VOTE BY LAW. EXCEPT FOR THE REGIONAL DIRECTORS DEFINED UNDER ARTICLE 5.2 (A), CANDIDATES FOR THE ASSOCIATION'S BOARD OF DIRECTORS WILL BE PROPOSED BY THE NOMINATING COMMITTEE AND SUBMITTED TO THE NATIONAL BOARD FOR FINAL APPROVAL AND APPOINTMENT. FORM 990, PART VI, SECTION A, LINE 7B EACH VOTING MEMBER SHALL HAVE ONE VOTE ON MATTERS UNDER THE BYLAWS OR OTHERWISE. NON-VOTING MEMBERS SHALL NOT HAVE ANY VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE SVP OF FINANCE AND THE PRESIDENT/CEO BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED ANNUALLY BY THE BOARD OF DIRECTORS. DURING THE YEAR, IT IS MANDATORY THAT ANY CONFLICT OF INTEREST OR SUSPECTED CONFLICT OF INTEREST BE BROUGHT TO THE ATTENTION OF THE PRESIDENT & CEO. THIS PROCESS IS ADMINISTERED BY THE NATIONAL SECRETARY. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATIONAL EFFECTIVENESS AND PERSONNEL COMMITTEE DEVELOPS AN APPROPRIATE SALARY FOR THE PRESIDENT & CEO. THE CONTRACT OR EMPLOYMENT LETTER IS APPROVED BY THE BOARD OF DIRECTORS AND SIGNED BY THE PRESIDENT & CEO, AND THE CHAIR OF THE BOARD. A SIMILAR PROCESS IS UNDERTAKEN FOR OTHER OFFICERS OF NABA. FORM 990, PART VI, SECTION C, LINE 19 NABA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,292,468. MANAGEMENT AND GENERAL EXPENSES 1,825,993. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,118,461. LEASED STAFF: PROGRAM SERVICE EXPENSES 57,182. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,182. NABA FOUNDATION 2406 IVY LANE STE 200B GREENBELT MD 20770 923890441 EDUCATION VA 501(C)(3) LINE 12A, I NATL ASSN OF BLACK ACCOUNTANTS 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 NABA FOUNDATION B 335561 FMV