2025-05-15T10:27:11-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2023-07-01 521467779 CENTER FOR NONPROFIT ADVANCEMENT BENEFITS TRUST WASH 2024570450 1717 K STREET NW 900 WASHINGTON DC 20006 GLEN O'GILVIE CHIEF EXECUTIVE OFFICER 2024570450 2025-05-14 1 1 CHICHI M MSANGI P01972113 5712279500 2025-05-13 2023 2025-03-06 01:10:19Z GLEN O'GILVIE 1717 K STREET NW 900 WASHINGTON DC 20006 26564753 0 X WWWW.NONPROFITADVANCEMENT.ORG X 1983 DC THE PLAN PROVIDES EMPLOYEE HEALTH AND WELFARE PLANS FOR ACTIVE MEMBERS OF THE CENTER FOR NONPROFIT ADVANCEMENT. 11 11 0 13 0 0 0 0 23126895 26385164 83059 179589 0 0 23209954 26564753 0 0 18011327 20925816 233640 249246 0 0 0 5371865 5583162 23616832 26758224 -406878 -193471 6267220 5206881 4308024 3677185 1959196 1529696 THE PLAN PROVIDES MEDICAL, LIFE, DENTAL AND OTHER BENEFITS FOR THE EMPLOYEES OF ACTIVE MEMBERS OF THE CENTER FOR NONPROFIT ADVANCEMENT. 0 0 VITALHEALTH (TRUST) PROGRAM CENTER FOR NONPROFIT ADVANCEMENT MEMBERS ARE ELIGIBLE TO PARTICIPATE IN GROUP BUYING PROGRAMS THAT PROVIDE NONPROFITS OF ANY SIZE ACCESS TO HIGH-QUALITY GOODS AND SERVICES AT A MORE REASONABLE COST THAN ORGANIZATIONS CAN ACCOMPLISH ON THEIR OWN THE CENTER'S ONGOING COST AND QUALITY CONTROL ENABLES NONPROFITS TO FOCUS THEIR EFFORTS ON CONTINUING TO SERVE COMMUNITIES EFFECTIVELY AND EFFICIENTLY THE VITALHEALTH GROUP BUYING PROGRAM ALLOWS NONPROFITS TO DEVOTE MORE RESOURCES TOWARDS THEIR MISSION THE LARGEST OFFERINGS INCLUDE MEDICAL, DENTAL, VISION, LIFE AND DISABILITY INSURANCE. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 1 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 X JUSTIN ROGERS CALIBRE CPA GROUP PLLC 2024570540 7501 WISCONSIN AVENUE SUITE 1200 W BETHESDA MD 20814 DARRYL MAXWELL CHAIR (AS OF 10/23) 0.25 1.00 X X 0 0 0 SYLISA WOODWARD CHAIR (THRU 10/23) 0.25 1.00 X X 0 0 0 KAREN WILLIAMSON VICE CHAIR 0.25 1.00 X X 0 0 0 WAYNE GIBSON SECRETARY 0.25 1.00 X X 0 0 0 JANE THOMPSON TREASURER (THRU 10/23) 0.25 1.00 X X 0 0 0 RICARDO TRUJILLO TREASURER (AS OF 10/23) 0.25 1.00 X X 0 0 0 KEVIN HINTON DIRECTOR 0.25 1.00 X 0 0 0 MICHAEL PASTERICK DIRECTOR 0.25 1.00 X 0 0 0 LUPI QUINTEROS-GRADY DIRECTOR 0.25 1.00 X 0 0 0 MARGARITA ROZENFELD DIRECTOR 0.25 1.00 X 0 0 0 ROBERTO TERRELL DIRECTOR 0.25 1.00 X 0 0 0 VICTOR VALENTINE DIRECTOR 0.25 1.00 X 0 0 0 LAJUANA WARREN DIRECTOR 0.25 1.00 X 0 0 0 M&T BANK TRUSTEE 2.00 0.00 X 21320 0 0 GLEN O'GILVIE CHIEF EXECUTIVE OFFICER 5.00 35.00 X 0 257500 21999 ELISHA HARDY BENEFIT TRUST MANAGER 5.00 35.00 X 106090 0 9387 TAYLOR STRANGE CHIEF OPERATING OFFICER 5.00 35.00 X 0 154500 5625 127410 412000 37011 1 0 1 0 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE BETHESDA MD 20814 OUTSOURCE CFO/CONTROLLER SERVICES 107250 1 PREMIUMS 900099 26385164 26385164 26385164 179589 179589 26564753 26385164 0 179589 20925816 141539 107707 3805 139818 1406 942 120 20712 7590 30230 INSURANCE PREMIUM EXPEN 3722593 NON STOP FEES 1654125 CNA ADMIN FEES 1821 26758224 3629078 2238768 2627211 2161868 7688 803002 42400 42400 0 0 3243 3243 6267220 5206881 2094154 1877298 2199137 1783210 14733 16677 4308024 3677185 X 1959196 1529696 1959196 1529696 6267220 5206881 X -193471 -236029 X 0 1 X 1 0 42400 42400 0 0 REFUND PAYABLE TO PARTICIPANTS 16677 16677 26564753 0 26564753 0 26564753 26758224 0 26758224 0 26758224 0 0 0 GLEN O'GILVIE CHIEF EXECUTIVE OFFICER 0 257500 0 0 0 0 0 21168 0 831 0 279499 0 0 TAYLOR STRANGE CHIEF OPERATING OFFICER 0 154500 0 0 0 0 0 5625 0 0 0 160125 0 0 PART I, LINE 3 THE CENTER FOR NONPROFIT ADVANCEMENT BENEFITS TRUST DOES NOT PAY THE SALARY FOR GLEN O'GILVIE, CHIEF EXECUTIVE OFFICER AND TAYLOR STRANGE, CHIEF OPERATING OFFICER. THE SALARY IS PAID BY THE RELATED ORGANIZATION, CENTER FOR NONPROFIT ADVANCEMENT. THE CHIEF EXECUTIVE OFFICER'S AND CHIEF OPERATING OFFICER'S SALARY IS DETERMINED BY AN INDEPENDENT SEARCH FIRM BASED ON A STUDY OF COMPENSATION OF SIMILAR POSITIONS AND ORGANIZATION. IN ADDITION, THE RELATED ORGANIZATION COMPARES COMPENSATION TO OTHER ORGANIZATION AND IS APPROVED BY BOARD MEMBERS. THE CENTER COMPENSATE ELISHA HARDY, TRUST MANAGER, THE TRUST REIMBURSES THE CENTER FOR THE TRUST MANAGER. FORM 990, PART VI, SECTION A, LINE 1A COMMITTEES. (A) THE BOARD OF DIRECTORS, BY A VOTE OF A MAJORITY OF THE DIRECTORS THEN IN OFFICE, MAY ESTABLISH ONE OR MORE STANDING COMMITTEES COMPRISED OF ONE OR MORE DIRECTORS. THE BOARD OF DIRECTORS MAY DELEGATE TO THESE COMMITTEES ANY OF THE POWERS OF THE BOARD OF DIRECTORS, EXCEPT THE POWER TO (1) ELECT OR REMOVE DIRECTORS; (2), APPROVE THE DISSOLUTION, MERGER, OR REORGANIZATION OF THE CORPORATION OR DISTRIBUTION OF ITS ASSETS; OR (3) AMEND THE ARTICLES OF INCORPORATION OR THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 3 CENTER FOR NONPROFIT ADVANCEMENT BENEFITS TRUST RECEIVED MANAGEMENT AND ADMINISTRATION SERVICES FROM CENTER FOR NONPROFIT ADVANCEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE CENTER'S TREASURER/FINANCE COMMITTEE PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12 SUBCOMMITTEE EXISTS TO MONITOR AND ENFORCE. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER'S SALARY IS BASED ON A STUDY OF COMPENSATION OF SIMILAR POSITIONS AND ORGANIZATIONS, IS COMPARED TO INDUSTRY STANDARD, AND THE FINANCIAL PERFORMANCE OF THE ORGANIZATION. CEO COMPENSATION MUST BE APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFIT OBLIGATIONS -236,029. CENTER FOR NONPROFIT ADVANCEMENT 1717 K STREET NW SUITE 900 WASHINGTON DC 20006 521139669 PLAN SPONSOR DC 501(C)(3) 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 CENTER FOR NONPROFIT ADVANCEMENT O 230480 CASH