2026-05-05T10:46:12-05:00 2025-12-31 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2025-01-01 510163631 NATIONAL DOWN SYNDROME CONGRESS NATI 7706049500 3825 EDWARDS RD STE 103 CINCINNATI OH 452091262 ANDRE PINEDA TREASURER 7706049500 2026-05-04 1 TIFFANY T ORR CPA P01559485 7703948000 2026-05-04 2025 2025-03-06 01:10:19Z ANDRE PINEDA 3825 EDWARDS RD STE 103 CINCINNATI OH 452091262 2174732 0 X WWW.NDSCCENTER.ORG X 1974 IL THE MISSION OF THE NATIONAL DOWN SYNDROME CONGRESS IS TO PROVIDE INFORMATION, ADVOCACY, AND SUPPORT CONCERNING ALL ASPECTS OF LIFE FOR INDIVIDUALS WITH DOWN SYNDROME.NDSC EXISTS WITH THE PURPOSE TO PROMOTE THE INTERESTS OF PEOPLE WITH DOWN SYNDROME, TO EDUCATE THROUGH AWARENESS, TO ADVOCATE AND ENSURE THEIR RIGHTS ARE RECOGNIZED AND PROTECTED, TO EMPOWER, AND TO INSPIRE AND RESHAPE THE WAY PEOPLE UNDERSTAND AND EXPERIENCE DOWN SYNDROME. 16 16 11 795 0 0 620443 982801 886041 903422 13436 30980 214928 174264 1734848 2091467 51550 42800 0 0 464071 643760 60352 65033 280047 1077037 1123032 1653010 1874625 81838 216842 495809 744605 141741 173695 354068 570910 X THE MISSION OF THE NATIONAL DOWN SYNDROME CONGRESS IS TO PROVIDE INFORMATION, ADVOCACY, AND SUPPORT CONCERNING ALL ASPECTS OF LIFE FOR INDIVIDUALS WITH DOWN SYNDROME.NDSC EXISTS WITH THE PURPOSE TO PROMOTE THE INTERESTS OF PEOPLE WITH DOWN SYNDROME, TO EDUCATE THROUGH AWARENESS, TO ADVOCATE AND ENSURE THEIR RIGHTS ARE RECOGNIZED AND PROTECTED, TO EMPOWER, AND TO INSPIRE AND RESHAPE THE WAY PEOPLE UNDERSTAND AND EXPERIENCE DOWN SYNDROME.THE VISION OF THE NDSC IS A WORLD WITH EQUAL RIGHTS AND OPPORTUNITIES FOR PEOPLE WITH DOWN SYNDROME. 1 0 1015241 42800 893485 NDSC RESOURCE CENTER - THE CENTER SERVES AS A NATIONAL RESOURCE FOR PARENTS, PROFESSIONALS, AND OTHERS SEEKING INFORMATION ABOUT DOWN SYNDROME. THESE RESOURCES ARE ACCESSIBLE VIA A TOLL-FREE PHONE NUMBER, THE NDSC WEBSITE, AND THROUGH A ROBUST SOCIAL MEDIA PRESENCE THAT PROVIDES EDUCATION, INFORMATION, AND REFERRALS TO INTERESTED PARTIES. TO ENHANCE EFFORTS IN PROVIDING RELEVANT AND CURRENT INFORMATION, NDSC ALSO HAS AN ACTIVE GOVERNMENT POLICY AND ADVOCACY TEAM. THIS TEAM INFORMS INDIVIDUALS CONNECTED TO THE NDSC COMMUNITY ABOUT CURRENT LEGISLATIVE INITIATIVES RELATED TO DOWN SYNDROME AND OTHER RELEVANT TOPICS. ADDITIONALLY, NDSC PRODUCES MONTHLY ELECTRONIC NEWSLETTERS AND PERIODIC FREE WEBINARS IN ENGLISH AND SPANISH. HOUSED WITHIN THE NATIONAL DOWN SYNDROME CONGRESS CENTER, THE NDSC CENTER FOR OUTREACH AND EDUCATION PROVIDES ONE-DAY SEMINARS AND CONFERENCES FOR PARENTS, SIBLINGS AND EDUCATORS IN VARIOUS LOCATIONS ACROSS THE COUNTRY. 413585 ANNUAL CONVENTION - THE CONGRESS HOLDS A CONVENTION EACH YEAR AT A DIFFERENT LOCATION IN THE UNITED STATES TO EDUCATE PARENTS, PROFESSIONALS, AND SELF-ADVOCATES WITH DOWN SYNDROME ON CURRENT TOPICS. 35581 9937 DSAIA - THE DSAIA PROGRAM BUILDS A COMMUNITY OF LIKE-MINDED LOCAL LEADERS OF DOWN SYNDROME ORGANIZATIONS BY SHARING BEST PRACTICES, RESOURCES, AND TOOLS TO HELP THEM BETTER RUN THEIR ORGANIZATIONS AT THE LOCAL LEVEL. 1464407 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 29 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X JAMES HUDSON 5134006563 ATTN FUELED COLLECTIVE 3825 EDWARDS CINCINNATI OH 452091262 SEAN SMITH PRESIDENT 10.00 X X 0 0 0 ANTHONY ZANFORDINO 1ST VICE PRESIDENT 4.00 X X 0 0 0 BEAU BROOKS 2ND VICE PRESIDENT 6.00 X X 0 0 0 NICOLE BAUMER 3RD VICE PRESIDENT 1.00 X X 0 0 0 ZACHARY CARROLL 4TH VICE PRESIDENT 1.00 X X 0 0 0 ANDRE PINEDA TREASURER 6.00 X X 0 0 0 DAVID CHAPLIN SECRETARY 2.00 X X 0 0 0 KISHORE VELLODY PAST PRESIDENT 4.00 X X 0 0 0 BRADLEY CARLISLE DIRECTOR 0.50 X 0 0 0 ANNA EBENSEN DIRECTOR 0.50 X 0 0 0 BETH FORAKER DIRECTOR 0.50 X 0 0 0 HANNAH LACOUR DIRECTOR 0.50 X 0 0 0 CANDICE MOFFIT DIRECTOR 0.50 X 0 0 0 JEFF SCOTT DIRECTOR 0.50 X 0 0 0 NOEMI SPINAZZI DIRECTOR 0.50 X 0 0 0 CLAIR WALLACE DIRECTOR 0.50 X 0 0 0 JAMES HUDSON EXECUTIVE DIRECTOR 40.00 X 157243 0 36643 157243 0 36643 1 0 1 0 IMAGE AUDIOVISUALS INC 2130 DAHLIA ST DENVER CO 80222 AUDIOVISUAL SERVICES 190144 1 28241 90000 72536 792024 5022 982801 CONVENTION INCOME 900099 893485 893485 PROGRAM MEMBERSHIP 900099 9937 9937 903422 30980 30980 257529 28241 83265 174264 174264 2091467 903422 0 205244 X 17800 17800 25000 25000 157243 115113 1830 40300 390113 189962 62176 137975 1469 1469 54116 32302 9132 12682 40819 26415 4219 10185 2513 2513 12663 12663 65033 65033 474975 447443 18027 9505 4891 4891 82989 79247 2916 826 28131 27134 997 7735 4003 3732 86308 77530 6234 2544 415348 413585 1763 851 851 6628 6628 1874625 1464407 130171 280047 329403 514419 42855 165251 42500 0 55758 60616 5328 1009 1736 4319 23557 0 495809 744605 73251 80642 23063 68490 69990 141741 173695 X 216101 194381 137967 376529 354068 570910 495809 744605 216842 0 X X 1 X 0 1 0 X 393378 579694 984736 620443 982801 3561052 107805 787666 874764 886041 903422 3559698 501183 1367360 1859500 1506484 1886223 7120750 85000 180000 275000 275000 350000 1165000 0 85000 180000 275000 275000 350000 1165000 5955750 5760 6084 2033 13509 30980 58366 5760 6084 2033 13509 30980 58366 506943 1373444 1861533 1519993 1917203 7179116 0.82960 0.82530 0.00810 0.00570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24203 10372 34575 1429832 1464407 221441 55360 0 0 193938 229463 202987 221441 847829 1271744 4140 105326 13739 34575 157780 48485 57366 50747 55360 211958 317937 1935 26139 8042 24203 60319 2904467 70000 323996 116411 3182052 2645984 70000 347186 158703 2904467 2755671 426620 536307 2645984 3420050 20150 -586539 97990 2755671 3138540 30000 383488 131978 3420050 0.34400 0.65600 0.00000 1 1 1 5328 1009 4319 4319 DUE TO FOUNDATION 69990 69990 X PART V, LINE 4: THE NATIONAL DOWN SYNDROME CONGRESS (NDSC) HAS ADOPTED INVESTMENT AND SPENDING POLICIES, APPROVED BY THE BOARD OF DIRECTORS, FOR ENDOWMENT ASSETS. THOSE POLICIES ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT FUNDS WHILE ALSO MAINTAINING THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS OVER THE LONG-TERM. ACCORDINGLY, THE INVESTMENT PROCESS SEEKS TO ACHIEVE AN AFTER-COST TOTAL REAL RATE OF RETURN, INCLUDING INVESTMENT INCOME AS WELL AS CAPITAL APPRECIATION, WHICH EXCEEDS THE ANNUAL DISTRIBUTION WITH ACCEPTABLE LEVELS OF RISK. ENDOWMENT ASSETS ARE INVESTED IN A WELL-DIVERSIFIED ASSET MIX, WHICH INCLUDES EQUITY AND DEBT SECURITIES. THE ORGANIZATION EXPECTS ITS ENDOWMENT ASSETS, OVER TIME, TO PRODUCE AN AVERAGE RATE OF RETURN OF APPROXIMATELY 5% ANNUALLY. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. INVESTMENT RISK IS MEASURED IN TERMS OF THE TOTAL ENDOWMENT FUND; INVESTMENT ASSETS AND ALLOCATION BETWEEN ASSET CLASSES AND STRATEGIES ARE MANAGED TO PREVENT EXPOSING THE FUND TO UNACCEPTABLE LEVELS OF RISK. SPENDING POLICY. THE ORGANIZATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 5% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OF THE PRIOR 12 QUARTERS THROUGH THE CALENDAR YEAR-END PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE ORGANIZATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS INVESTMENT ASSETS, THE NATURE AND DURATION OF THE INDIVIDUAL ENDOWMENT FUNDS, MANY OF WHICH MUST BE MAINTAINED IN PERPETUITY BECAUSE OF DONOR-RESTRICTIONS, AND THE POSSIBLE EFFECTS OF INFLATION. THE ORGANIZATION EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT FUNDS TO GROW AT AN AVERAGE RATE OF 3% ANNUALLY. THIS IS CONSISTENT WITH THE ORGANIZATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. FROM TIME TO TIME, CERTAIN DONOR-RESTRICTED ENDOWMENT FUNDS MAY HAVE FAIR VALUES THAT ARE LESS THAN THE AMOUNT REQUIRED TO BE MAINTAINED BY DONORS OR BY LAW (UNDERWATER ENDOWMENTS). THE ORGANIZATION HAS INTERPRETED UPMIFA TO PERMIT SPENDING FROM UNDERWATER ENDOWMENTS IN ACCORDANCE WITH PRUDENT MEASURES REQUIRED UNDER LAW. AT DECEMBER 31, 2025 AND 2024, THERE WERE NO UNDERWATER ENDOWMENTS. PART X, LINE 2: THE CONGRESS HAS RECEIVED A DETERMINATION BY THE UNITED STATES INTERNAL REVENUE SERVICE (IRS) THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRS CODE SECTION 501(C)(3). THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRS CODE SECTION 509(A)(3) BECAUSE IT SUPPORTS THE CONGRESS, AN EXEMPT ORGANIZATION. THEREFORE, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2025 AND 2024, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. X X X X X 1 HOPE BECKHAM ESPINOSA 3343 PEACHTREE RD NE SUITE 120 ATLANTA GA 30326 FUNDRAISING THROUGH MEDIA 0 213473 65033 148440 213473 65033 148440 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY GALA EVENT 213473 25228 188245 28531 27499 GOLF EVENT 72297 3013 69284 15629 11606 285770 28241 257529 44160 39105 83265 174264 1 SYRACUSE UNIVERSITY 640 SKYTOP ROAD SYRACUSE NY 13244 150532081 501(C)(3) 5100 0 FINANCIAL ASSISTANCE UNIVERSITY OF TENNESSEE FOUNDATION 1525 UNIVERSITY AVE RM 223 KNOXVILLE TN 37921 621844686 501(C)(3) 5100 0 FINANCIAL ASSISTANCE BERRY COLLEGE PO BOX 490129 MT BERRY GA 30149 580566133 501(C)(3) 5100 0 FINANCIAL ASSISTANCE 3 0 FINANCIAL ASSISTANCE - SCHOLARSHIPS 5 25000 X 0 0 0 0 0 0 0 0 0 JAMES HUDSON EXECUTIVE DIRECTOR 157243 0 0 0 0 0 0 0 36643 0 193886 0 0 0 FORM 990, PART III, LINE 2 IN APRIL 2025, NDSC COMPLETED A NOT-FOR-PROFIT ACQUISITION OF DOWN SYNDROME AFFILIATES IN ACTION (DSAIA). UNDER THE TERMS APPROVED BY THE RESPECTIVE BOARDS, DSAIA CEASED SEPARATE OPERATIONS AND ITS ACTIVITIES WERE INTEGRATED INTO THOSE OF NDSC. IN CONNECTION WITH THE ACQUISITION, NDSC RECEIVED DSAIA'S NET ASSETS, WHICH CONSISTED PRIMARILY OF CASH TOTALING APPROXIMATELY $9,000. NO CONSIDERATION WAS TRANSFERRED BY NDSC. THE TRANSACTION WAS ACCOUNTED FOR IN ACCORDANCE WITH THE APPLICABLE ACCOUNTING GUIDANCE FOR NOT-FOR-PROFIT COMBINATIONS, AND THE NET ASSETS ACQUIRED WERE RECOGNIZED AS CONTRIBUTION REVENUE IN THE CONSOLIDATED STATEMENT OF ACTIVITIES FOR THE YEAR ENDED DECEMBER 31, 2025. THE EFFECT OF THE ACQUISITION WAS NOT MATERIAL TO NDSC'S FINANCIAL POSITION OR CHANGES IN NET ASSETS FOR THE YEAR ENDED DECEMBER 31, 2025. FORM 990, PART VI, SECTION A, LINE 6 NDSC BOARD MEMBERS ARE ELECTED BY MEMBERS; HOWEVER, BOARD DECISIONS ARE NOT SUBJECT TO MEMBERS' APPROVAL. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE GOVERNING BODY ARE ELECTED BY MEMBERS OF THE CONGRESS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS ELECT THE GOVERNING BOARD AND APPROVE SIGNIFICANT DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE FORM 990 IS FILED, A PRELIMINARY COPY IS PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW. ALL ISSUES THAT ARISE FROM THIS REVIEW ARE ADDRESSED, AND ANY NECESSARY CHANGES ARE MADE. A FINAL COPY OF THE FORM 990 IS THEN RE-CIRCULATED TO THE EXECUTIVE COMMITTEE WITH ANY ADDITIONAL INFORMATION DEEMED NECESSARY DUE TO THE CHANGES. UPON APPROVAL OF THE EXECUTIVE COMMITTEE, THE FORM 990 IS FINALIZED AND FILED. A COPY OF FORM 990 IS MADE AVAILABLE TO THE ENTIRE BOARD FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT REVIEWS THE CONFLICT OF INTEREST POLICY WITH ALL EMPLOYEES AND BOARD MEMBERS. THE POLICY AND SIGNATURE FORM ARE GIVEN OUT ANNUALLY AND BOARD MEMBERS MUST SIGN ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL - THE COMPENSATION COMMITTEE, APPROVED BY THE BOARD, DETERMINES THE COMPENSATION OF THE TOP MANAGEMENT UTILIZING COMPARABLE DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. RESEARCH IS DONE FOR COMPENSATION IN COMPARABLE POSITIONS. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION PROCESS FOR OFFICERS - SAME POLICIES FOR OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE GENERALLY MADE AVAILABLE TO PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G BANK FEES: PROGRAM SERVICE EXPENSES 27,803. MANAGEMENT AND GENERAL EXPENSES 75. FUNDRAISING EXPENSES 1,154. TOTAL EXPENSES 29,032. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 389,995. MANAGEMENT AND GENERAL EXPENSES 1,220. FUNDRAISING EXPENSES 1,830. TOTAL EXPENSES 393,045. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 29,645. MANAGEMENT AND GENERAL EXPENSES 13,707. FUNDRAISING EXPENSES 6,521. TOTAL EXPENSES 49,873. PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,025. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,025. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED IN PROCESS FROM THE PRIOR YEAR. NDSC FOUNDATION INC 3825 EDWARDS RD STE 103 CINCINNATI OH 452091262 582171570 SUPPORTING GA 501(C)(3) LINE 11A N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 NDSC FOUNDATION INC S 90000 FMV NDSC FOUNDATION INC S 69990 FMV SCHEDULE R, PART VII - ADDITIONAL INFORMATION NDSC FOUNDATION (NDSCF) PERFORMS INVESTMENT MANAGEMENT AND FUNDRAISING FOR THE NATIONAL DOWN SYNDROME CONGRESS (NDSC). BOTH OF THESE 501(C)(3) ORGANIZATIONS SHARE OFFICE FACILITIES, EQUIPMENT, AND OTHER ASSETS. ALSO, NDSC PERFORMS SERVICES FOR NDSCF, SUCH AS ACCOUNTING AND OTHER ADMINISTRATIVE SERVICES.