2025-11-13T10:03:14-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 521802714 NATIONAL INVESTMENT CENTER FOR SENIORS HOUSING & CARE INC NATI 4102670504 ONE PARK PLACE 450 ANNAPOLIS MD 21401 RAY BRAUN PRESIDENT & CEO 4102670504 2025-11-13 1 1 AARON M FOX P01365820 2022274000 2025-11-13 2024 2025-03-06 01:10:19Z RAY BRAUN ONE PARK PLACE 450 ANNAPOLIS MD 21401 13287197 0 X WWW.NIC.ORG X 1992 MD TO ENABLE THE ACCESS AND CHOICE OF AMERICA'S SENIORS IN THEIR HOUSING AND CARE BY PROVIDING DATA, ANALYTICS AND CONNECTIONS THAT BRING TOGETHER INVESTORS AND PROVIDERS IN THE SECTOR. 20 20 38 21 0 0 100 0 14717320 14820007 531579 563752 -1766210 -2096562 13482789 13287197 72250 97500 0 0 5946955 6383899 0 0 0 13113500 10498247 19132705 16979646 -5649916 -3692449 43138888 38924124 8143432 7005043 34995456 31919081 TO ENABLE THE ACCESS AND CHOICE OF AMERICA'S SENIORS IN THEIR HOUSING AND CARE BY PROVIDING DATA, ANALYTICS AND CONNECTIONS THAT BRING TOGETHER INVESTORS AND PROVIDERS IN THE SECTOR. 0 0 9478907 14256482 CONFERENCES AND EDUCATIONAL EVENTS ARE HELD TO EXCHANGE INFORMATION RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. THE CONFERENCES AND EDUCATIONAL EVENTS ADVANCE NIC'S CHARITABLE AND EDUCATIONAL MISSION TO PROMOTE AVAILABILITY AND QUALITY OF HOUSING AND CARE FOR AMERICA'S ELDERS BY PROVIDING A FORUM FOR THE EXCHANGE OF DATA AND ANALYTICS WHICH COMPRESS THE COST OF CAPITAL FOR SENIORS HOUSING AND CARE ORGANIZATIONS, PROMOTE EDUCATION ON THE CRITICAL ROLE OF OPERATIONS AND OPERATORS IN THE QUALITY AND SUCCESS OF SENIORS HOUSING AND CARE, AND PROVIDE A FORUM FOR THE DEVELOPMENT OF LEADERS IN SENIORS HOUSING AND CARE. 3812014 97500 83108 REVENUE RECEIVED FROM SUPPORT OF RESEARCH PROJECTS, RESEARCH STUDIES, AND SPONSORSHIPS OF RESEARCH PUBLICATIONS. NIC'S RESEARCH ADVANCES NIC'S CHARITABLE AND EDUCATIONAL MISSION BY INCREASING TRANSPARENCY, ENABLING ACCESS AND CHOICE FOR AMERICA'S ELDERS, ENCOURAGING LEADERSHIP DEVELOPMENT, AND FOSTERING INNOVATION IN SENIORS HOUSING AND CARE. 1409883 480417 NIC ACADEMY IS THE ONLY PROFESSIONAL CERTIFICATION PROGRAM DEDICATED TO SENIOR HOUSING AND CARE. BECAUSE OF NIC'S RESOURCES, CURRICULUM, FACULTY AND TEACHING METHOD, STUDENTS ARE ABLE TO IMMEDIATELY PUT THEIR LEARNING TO USE AND START MAKING AN IMPACT IN THEIR ORGANIZATION. 14700804 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 33 0 1 38 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X RAY BRAUN 4102670504 ONE PARK PLACE 450 ANNAPOLIS MD 21401 SUSAN BARLOW CHAIR 2.00 X X 0 0 0 KENNETH SEGARNICK VICE CHAIR 0.40 X X 0 0 0 FEE STUBBLEFIELD VICE CHAIR 0.40 X X 0 0 0 JOHN RIJOS BOARD SECRETARY 1.00 X X 0 0 0 BRE GRUBBS ASSISTANT SECRETARY 0.40 X X 0 0 0 IMRAN JAVAID BOARD TREASURER 2.00 X X 0 0 0 ARON WILL ASSISTANT TREASURER 0.40 X X 0 0 0 KURT READ BOARD MEMBER 2.00 X 0 0 0 CINDY BAIER BOARD MEMBER 0.40 X 0 0 0 JACK CALLISON BOARD MEMBER 0.40 X 0 0 0 CHIP GABRIEL BOARD MEMBER 0.40 X 0 0 0 VICKAS GUPTA BOARD MEMBER 0.40 X 0 0 0 KAI HSIAO BOARD MEMBER 0.40 X 0 0 0 JUSTIN HUTCHENS BOARD MEMBER 0.40 X 0 0 0 LYNNE KATZMANN BOARD MEMBER 0.40 X 0 0 0 MERCEDES KERR BOARD MEMBER 0.40 X 0 0 0 SEVY PETRAS BOARD MEMBER 0.40 X 0 0 0 MATHEW RUARK BOARD MEMBER 0.40 X 0 0 0 KATHLEEN RYSER BOARD MEMBER 0.40 X 0 0 0 ALLISON O'CONNOR BOARD MEMBER AS OF 06/24 0.40 X 0 0 0 LUCIDA BAIER BOARD MEMBER 0.40 X 0 0 0 RAYMOUND BRAUN PRESIDENT & CEO 60.00 X 643239 0 45096 ROBERT KRAMER FOUNDER & ADVISOR 30.00 X 515390 0 49479 PRISCILLA HAMMET SR DIRECTOR, FINANCE & ADMIN 50.00 X 185378 0 34201 ALIA IQBAL DIRECTOR FINANCE & ADMINISTRATION 50.00 X 181288 0 21422 LISA MCCRACKEN HEAD OF RESEARCH & ANALYTICS 40.00 X 322775 0 28087 BILL KAUFFMAN SENIOR PRINCIPAL 40.00 X 182665 0 42722 CAROLINE CLAPP SENIOR PRINCIPAL 40.00 X 194395 0 43895 JAMIE GRAY DIRECTOR VOLUNTEER ENGAGEMENT 40.00 X 154367 0 35646 CHARLES HARRY CHIEF OPERATING OFFICER UNTIL 04/24 50.00 X 373357 0 7937 2752854 0 308485 19 0 1 0 CENTERCIRCLE CREATIVE LLC 1709 YORK DRIVE SE GRAND RAPIDS MI 49506 PROFESSIONAL SERVICES - DESIGN & FURNITU 1123442 MARRIOTT BUSINESS SERVICE & WASHINGTON D PO BOX 402642 ATLANTA GA 30384 FALL CONFERENCE DC 1090322 OMNI DALLAS HOTEL 555 S LAMAR DALLAS TX 75202 SPRING CONFERENCE 939498 SOUTH CAROLINA AV PO BOX 5589 WEST COLUMBIA SC 29171 AUDIO VISUAL SPRING & FALL CONFERENCES 626743 NORC AT THE UNIVERSITY OF CHICAGO 55 E MONROE ST 20TH FL CHICAGO IL 60603 RESEARCH STUDIES 500500 21 CONFERENCE AND EVENTS 900099 10897103 10897103 SPONSORSHIP 900099 3422870 3422870 ACADEMY INCOME 900099 421426 421426 RESEARCH INCOME 900099 78608 78608 14820007 563752 563752 10000 10000 OTHER INCOME 900099 4600 4600 IMPAIRMENT LOSS 900099 -687766 -687766 LOSS FROM JOINT VENTURE 900099 -1423396 -1423396 -2106562 13287197 14820007 0 -1532810 97500 97500 1675498 1151275 524223 3850901 3014972 835929 199478 162749 36729 341216 285038 56178 316806 238867 77939 38839 10427 28412 54148 54148 28677 28677 1431622 1270302 161320 330514 330514 336317 274309 62008 455979 406539 49440 358460 279007 79453 434468 380570 53898 6123716 6073645 50071 139276 1362 137914 116624 76438 40186 MERCHANT FEES 413417 413417 PRINTING AND PRODUCTION 236190 233873 2317 16979646 14700804 2278842 0 3203390 1817891 350397 328738 77102 110662 2412933 1826132 720791 586801 17784525 17196258 18377550 16266388 2625133 2617386 43138888 38924124 3087584 1105417 1976714 3111042 3079134 2788584 8143432 7005043 X 34995456 31919081 34995456 31919081 43138888 38924124 -3692449 616074 0 X X 0 1 X 1 0 X 2514436 100 2514536 12451203 16840812 19978246 14717320 14820007 78807588 12451203 19355248 19978246 14717420 14820007 81322124 50000 50000 0 50000 50000 81272124 34233 219 90268 531579 573752 1230051 34233 219 90268 531579 573752 1230051 114 909 12788 4600 18411 12485436 19355581 20069423 15261787 15398359 82570586 0.98430 0.99010 0.01490 0.00920 X 1036558 500495 536063 132315 132315 0 1244060 1193322 50738 586801 INVESTMENT IN JOINT VENTURE 16266388 F 16266388 DEPOSITS 833487 ROU ASSETS 1773291 CAPITAL LEASE ASSET 10608 2617386 DEFERRED COMPENSATION PAYABLE 410012 OPERATING & FINANCE LEASE LIABILITY 2378572 2788584 X PART X, LINE 2: THE ORGANIZATION IS A NON-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CONTRIBUTIONS TO THE ORGANIZATION QUALIFY FOR A CHARITABLE CONTRIBUTION DEDUCTION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE ORGANIZATION HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. FASB ASC 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION'S MANAGEMENT HAS EVALUATED THE IMPACT OF THIS GUIDANCE TO ITS FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. 0 MILKEN INSTITUTE 590 MADISON AVE NEW YORK NY 10022 954240775 501(C)(3) 50000 0 RESEARCH SPONSORSHIP WSU FOUNDATION 2580 NE GRIMES WAY PULLMAN WA 99163 911075542 501(C)(3) 20000 0 SENIOR LIVING FUND ALZHEIMERS ASSOCIATION 3550 S CLARK ST STE 203 ARLINGTON VA 22202 133039601 501(C)(3) 10000 0 10TH ANNIVERSAY VISION GALA SPONSOR VISION CENTER 3230 SYCAMORE RD 265 DEKALB IL 60115 881187241 501(C)(3) 10000 0 ENDORSING ORG COMMITMENTS REAL ESTATE RESEARCH INSTITUTE 100 PEARL ST 13TH FLOOR HARTFORD CT 06103 133415691 501(C)(3) 7500 0 RESEARCH SPONSORSHIP 5 0 X X X X X X 1 0 0 0 0 0 0 0 0 RAYMOUND BRAUN PRESIDENT & CEO 443239 0 200000 0 0 0 24150 0 20946 0 688335 0 0 0 ROBERT KRAMER FOUNDER & ADVISOR 515390 0 0 0 0 0 24150 0 25329 0 564869 0 0 0 CHARLES HARRY CHIEF OPERATING OFFICER UNTIL 04/24 81249 0 65000 0 227108 0 4421 0 3516 0 381294 0 0 0 LISA MCCRACKEN HEAD OF RESEARCH & ANALYTICS 286253 0 36522 0 0 0 17771 0 10316 0 350862 0 0 0 CAROLINE CLAPP SENIOR PRINCIPAL 165024 0 29346 0 25 0 14255 0 29640 0 238290 0 0 0 BILL KAUFFMAN SENIOR PRINCIPAL 156761 0 25904 0 0 0 13431 0 29291 0 225387 0 0 0 PRISCILLA HAMMET SR DIRECTOR, FINANCE & ADMIN 113661 0 70917 0 800 0 13335 0 20866 0 219579 0 0 0 ALIA IQBAL DIRECTOR FINANCE & ADMINISTRATION 181238 0 0 0 50 0 5225 0 16197 0 202710 0 0 0 JAMIE GRAY DIRECTOR VOLUNTEER ENGAGEMENT 141769 0 12468 0 130 0 8625 0 27021 0 190013 0 0 0 PART I, LINE 4A CHARLES HARRY RECEIVED A SEVERANCE PAYMENT OF $226,308 WHICH IS REFLECTED AS PART OF THE AMOUNT IN SCHEDULE J, PART II, COLUMN B(III). STAFF IS EVALUATED EVERY YEAR FOR PERFORMANCE. THE THREE CATEGORY OF THE PERFORMANCE EVALUATIONS ARE NIC TEAM VALUE, ENTERPRISE GOALS, AND INDIVIDUAL GOALS. OTHER STAFF MEMBERS RECEIVED THE FIXED PERFORMANCE BONUS WHICH WAS PAID IN 2024 WHICH IS REFLECTED AS PART OF THE AMOUNT IN SCHEDULE J, PART II, COLUMN B(II). FORM 990, PART VI, SECTION B, LINE 11B THE BOARD HAS GIVEN THE AUTHORITY TO EXECUTIVE COMMITTEE TO REVIEW THE FORMS PRIOR TO FILING SO THE AUDIT COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD REVIEWS FORM 990 PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST TO NIC'S BOARD OR A COMMITTEE THEREOF. NIC'S CONFLICT OF INTEREST POLICY AND AN ANNUAL STATEMENT AFFIRMING RECEIPT OF THE POLICY AND THE INDIVIDUAL'S AGREEMENT TO COMPLY ARE SENT TO THE DIRECTORS AND OFFICERS FOR COMPLETION UPON BEING ELECTED OR APPOINTED AS A DIRECTOR OR OFFICER, AND ANNUALLY THEREAFTER. ALL CONFLICT OF INTEREST DISCLOSURE S ARE REVIEWED BY NIC'S EXECUTIVE COMMITTEE. THOSE INDIVIDUALS DETERMINED TO HAVE AN ACTUAL CONFLICT OF INTEREST WITH RESPECT TO A PARTICULAR TRANSACTION OR DECISION ARE REQUIRED TO RECUSE THEMSELVES FROM DISCUSSION AND VOTING ON SUCH TRANSACTION OR DECISION. FORM 990, PART VI, SECTION B, LINE 15 THERE IS A COMPENSATION COMMITTEE OF THE BOARD THAT REVIEWS AND RECOMMENDS SALARIES & BENEFITS ON AN ANNUAL BASIS FOR THE CEO, PRESIDENT & OTHER KEY EMPLOYEES OF THE ORGANIZATION IN DETERMINING SUCH COMPENSATION. THE COMMITTEE RETAINS THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT. THIS CONSULTANT CONDUCTS A COMPENSATION STUDY ON A FREQUENCY NOT GREATER THAN EVERY 5 YEARS WHICH INCLUDED SALARIES AND BENEFITS FOR SIMILAR POSITIONS WITH OTHER NON-PROFIT ORGANIZATIONS BASED ON REVIEW OF THEIR FORM 990S AND OTHER RESEARCH. THE COMPENSATION COMMITTEE WORKED WITH THE ORGANIZATION'S OUTSIDE ATTORNEY TO DEVELOP A WRITTEN EMPLOYMENT CONTRACT FOR THE PRESIDENT AND CEO. THESE CONTRACTS WERE APPROVED BY THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. NIC HOLDCO LLC ONE PARK PLACE ANNAPOLIS MD 21401 861657902 INVESTMENT VA -2111162 16266388 NIC NIC MAP VISION LLC 5430 WADE PARK BLVD RALEIGH NC 27607 861706626 IT SERVICE DE 0 -29869 16266388 0 0 0.26700