2024-11-15T16:36:22-06:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 521482678 NATIONAL WIC ASSOCIATION NATI 2022325492 1099 14TH STREET NW 510 WASHINGTON DC 20005 GEORGIA MACHELL PRESIDENT/CEO 2022325492 2024-11-15 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2024-10-15 13:58:12Z GEORGIA MACHELL 1099 14TH STREET NW 510 WASHINGTON DC 20005 6979014 0 X WWW.NWICA.ORG X 1985 DC SEE PART III, LINE 1. 27 27 32 27 0 0 4271405 2239724 3169594 3025676 410564 300854 10142 774505 7861705 6340759 8945 403844 0 0 2346348 2649160 114000 120000 173544 4067588 3411772 6536881 6584776 1324824 -244017 10380230 9725924 3567881 2737770 6812349 6988154 X THE NATIONAL WIC ASSOCIATION PROVIDES ITS MEMBERS WITH TOOLS AND LEADERSHIP TO EXPAND AND SUSTAIN EFFECTIVE NUTRITION SERVICES FOR MOTHERS AND YOUNG CHILDREN. 1 0 1887632 2035449 NWA COMMUNICATIONS: NWA COMMUNICATIONS CREATES RESOURCES AND TOOLS TO SUPPORT NWA MEMBERS IN THEIR OUTREACH EFFORTS TO RECRUIT AND RETAIN WIC PARTICIPANTS. THIS INCLUDES A RECRUITMENT AND RETENTION CAMPAIGN. THE CAMPAIGN INCLUDES CREATIVE ASSETS THAT NWA MEMBERS CAN LEVERAGE TO PROMOTE WIC PARTICIPATION. IN ADDITION, THE COMMUNICATIONS TEAM CREATES AND MARKETS A WIC RECIPE BOOK. THE RECIPE BOOK IS AN OUTREACH TOOL AND NUTRITION EDUCATION TOOL FOR WIC PROVIDERS. THIS COLLECTION OF RECIPES USES INGREDIENTS THAT CAN BE PURCHASED USING WIC AVAILABLE FOODS, IS PURCHASED BY STATE AND LOCAL WIC AGENCIES AND PROVIDED TO WIC PARTICIPANTS IN WIC CLINICS AND AT OUTREACH EVENTS, EMPOWERING FAMILIES TO PREPARE NUTRITIOUS MEALS WHILE MAXIMIZING THEIR WIC BENEFITS. 1416329 1426205 MEMBER SERVICES: NWA CONFERENCES OFFER AN EXCELLENT OPPORTUNITY FOR WIC AGENCY LEADERS AND STAFF, NWA PARTNERS AND OTHER WIC STAKEHOLDERS TO ACQUIRE NEW SKILLS AND TO NETWORK WITH AN ESTIMATED 1,000 PEERS, AND COLLEAGUES FROM ACROSS THE COUNTRY. IN ADDITION, EXHIBITORS WILL SHARE EXAMPLES AND INFORMATION ON THE NEWEST WIC-RELATED PRODUCTS AND SERVICES FOR WIC STAFF AND PARTICIPANTS. NWA OFFERS BOTH IN-PERSON AND VIRTUAL CONFERENCES. NWA CONFERENCES ALSO OFFER AN OPPORTUNITY FOR ATTENDEES TO HEAR FROM USDA OFFICIALS AND TO DIALOGUE ON RELEVANT UPDATES AND CHALLENGES THAT THE PROGRAM FACES. CONTENT FOR IS SOLICITED THROUGH A COMPETITIVE ABSTRACT PROCESS AND CURATED BY A CONFERENCE COMMITTEE AND NWA STAFF. (CONTINUED ON SCHEDULE O)(CONTINUED FROM FORM 990, PART III, LINE 4B) MOREOVER, NWA'S CONFERENCES SUPPORT ONGOING PROFESSIONAL DEVELOPMENT BY OFFERING CONTINUING EDUCATION CREDITS FOR REGISTERED DIETITIANS AND INTERNATIONAL BOARD CERTIFIED LACTATION CONSULTANTS. THE CORE FUNCTION OF MEMBER SERVICES REVENUE IS TO ENSURE A POSITIVE NWA MEMBER EXPERIENCE AND TO SUPPORT THE OPERATING EXPENSES OF NWA. THIS INCLUDES STAFFING EXPENSES ACROSS THE ORGANIZATION. THE NWA STAFF ARE ORGANIZED INTO FIVE TEAMS: MEMBER SERVICES, COMMUNICATIONS, THE CENTER FOR INNOVATIVE PRACTICES IN WIC, PUBLIC POLICY, AND OPERATIONS. THE NWA STAFF ARE CORE TO DELIVERING CRUCIAL WIC ADVOCACY, MEMBER ENGAGEMENT ACTIVITIES AND EDUCATION, TECHNICAL ASSISTANCE, AND DRIVING WIC RESEARCH AND INNOVATION. COLLECTIVELY THEY SUPPORT THE NWA MEMBERSHIP TO PROTECT AND PROMOTE WIC AND EFFECTIVELY AND EFFICIENTLY PROVIDE WIC SERVICES TO OVER 6-MILLION MOTHERS, BABIES, AND YOUNG CHILDREN. 1351774 403844 3599 CENTER FOR INNOVATIVE PRACTICES IN WIC + PUBLIC POLICY TEAMS: NWA RECEIVES GRANTS FROM CHARITABLE FOUNDATIONS THAT SUPPORT PROGRESS TOWARDS NWA'S MISSION. GRANT-FUNDED WORK AT NWA BUILDS CAPACITY FOR NWA MEMBERS TO REDUCE BARRIERS TO WIC PARTICIPATION, DRIVES WIC RESEARCH AND INNOVATION, AND ELEVATES WIC TO A RANGE OF STAKEHOLDERS THROUGH COMMUNICATIONS ACTIVITIES. SPECIFICALLY, THE GRANT-FUNDED PORTFOLIO ENABLES NWA TO PROVIDE SUBGRANTS TO PILOT INNOVATIVE PRACTICES IN WIC STATE AND LOCAL AGENCIES; BUILD GRASSROOTS ADVOCACY CAPACITY THROUGH EDUCATION, ADVOCACY PROGRAMMING, RESOURCE DEVELOPMENT, REPORTS, AND WEBINARS; (CONTINUED ON SCHEDULE O)(CONTINUED FROM FORM 990, PART III, LINE 4C) STORY COLLECTION CAMPAIGNS AND MORE RECENTLY, ELEVATING WIC PARTICIPANT VOICES THROUGH INITIATIVES SUCH AS THE PARTICIPANT ADVISORY COUNCIL AND A MULTISTATE PARTICIPANT SATISFACTION SURVEY. ADDITIONALLY, GRANT FUNDING HAS ENABLED NWA TO LEAD GROUNDBREAKING RESEARCH ON EQUITY, DIVERSITY, AND INCLUSION IN WIC AND BUILD A HEALTH EQUITY CHAMPION PROGRAM. ULTIMATELY, GRANT-FUNDED WORK AT NWA SUPPORTS THE ASSOCIATION TO PROVIDE ADDITIONAL SUPPORT AND RESOURCES TO MEMBERS AND BUILD INTERNAL CAPACITY TO ENHANCE CORE SERVICES. NWA ALSO DIRECTLY ADVOCATES FOR POLICY ENHANCEMENTS IN THE WIC PROGRAM, INCLUDING SCIENCE-BASED UPDATES TO THE WIC FOOD PACKAGE. 4655735 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 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 0 0 0 0 0 1 34 0 1 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 0 0 1 1 0 X LYNCOLN DUJON 2022325492 1099 14TH STREET NW STE 510 WASHINGTON DC 20005 PAUL THRONE CHAIR 2.00 X X 0 0 0 SARAH FLORES-SIEVERS CHAIR-EMERITUS 2.00 X X 0 0 0 KATE FRANKEN CHAIR-ELECT 2.00 X X 0 0 0 AMANDA HOVIS TREASURER 2.00 X X 0 0 0 SAMAR MCGREGOR SECRETARY 2.00 X X 0 0 0 FILOMENA AHLEFELD BOARD MEMBER 2.00 X 0 0 0 SARAH BENNETT BOARD MEMBER 2.00 X 0 0 0 LAKEISHA DAVIS BOARD MEMBER 2.00 X 0 0 0 TAMI KEPA'A BOARD MEMBER 2.00 X 0 0 0 OANH NYUGEN BOARD MEMBER 2.00 X 0 0 0 JODY SHRIVER BOARD MEMBER 2.00 X 0 0 0 TECORA SMITH BOARD MEMBER 2.00 X 0 0 0 REBECCA GRUENES BOARD MEMBER 2.00 X 0 0 0 ANGELA HAMMOND-DAMON BOARD MEMBER 2.00 X 0 0 0 STEPHANIE BENDER BOARD MEMBER 2.00 X 0 0 0 SAMANTHA BLANCHARD BOARD MEMBER 2.00 X 0 0 0 LACY LITTLE BOARD MEMBER 2.00 X 0 0 0 MELODY SCHRANK BOARD MEMBER 2.00 X 0 0 0 LAURA SPAULDING BOARD MEMBER 2.00 X 0 0 0 CHERI NEMEC BOARD MEMBER 2.00 X 0 0 0 MARY ANNE BURGHARDT BOARD MEMBER 2.00 X 0 0 0 PAULA GARRETT BOARD MEMBER 2.00 X 0 0 0 AMANDA VARRIANO BOARD MEMBER 2.00 X 0 0 0 KAREN MULLEN BOARD MEMBER 2.00 X 0 0 0 JENNIFER NICKLAS BOARD MEMBER 2.00 X 0 0 0 LISSA SIROIS BOARD MEMBER 2.00 X 0 0 0 KIMBERLY STANEK BOARD MEMBER 2.00 X 0 0 0 JAMILA TAYLOR PRESIDENT & CEO (UNTIL 8/23) 40.00 X 300249 0 18762 GEORGIA MACHELL COO 40.00 X 210304 0 33928 LYNCOLN DUJON DIR. OF FINANCE AND ADMIN 40.00 X 121697 0 0 TIM WARD COMMUNICATIONS DIRECTOR 40.00 X 118505 0 0 EMILY GILCHER DIRECTOR OF MEMBER SERVICES 40.00 X 116697 0 0 BRIAN DITTMEIER DIRECTOR OF PUBLIC POLICY 40.00 X 104985 0 0 CECILIA RICHARDSON FORMER OFFICER (THROUGH 08/22) 40.00 X 184257 0 0 1156694 0 52690 7 1 1 0 CREATIVE MARKETING RESOURCES INC 250 E WISCONSIN AVE STE 980 MILWAUKEE WI 53202 MARKETING FIRM 1239005 SPECTRA TRUE COLOUR LLC 207 PICKENS STREET COLUMBIA SC 29205 SHIPPING/FULFILLMENT 592879 PRECON EVENTS 11910 PARKLAWN DR STE T ROCKVILLE MD 20852 AUDIO & VISUAL SERVICES 563297 VALLEY CIRCLE VENTURA 500 HOTEL CIRCLE NORTH SAN DIEGO CA 92108 CONFERENCE VENUE 209853 FIREBELLY DESIGN AGENCY 1402 N WESTERN AVE CHICAGO IL 60622 GRAPHIC DESIGN 125500 13 763363 1476361 2239724 RECRUITMENT & RET. 900099 1433642 1433642 CONFERENCE 900099 1306377 1144147 162230 BILLED SERVICES 900099 244040 244040 CONFERENCE SPONSORSHIPS 900099 19075 19075 HOST & IT SUPPORT 900099 18943 18943 3599 3599 3025676 158589 158589 172698 172698 135173 -7092 142265 142265 142265 1247154 645347 601807 601807 6340759 3465253 0 635782 403844 403844 563243 563243 184257 184257 1365497 1196309 169188 38467 22930 15537 327090 182129 144961 170606 89448 81158 41936 15980 22526 3430 98195 38139 51869 8187 120000 120000 37017 37017 140897 69101 56962 14834 1298921 1296569 2352 230700 133999 76472 20229 82321 31973 43484 6864 208543 2040 206503 184081 162570 21511 923108 896274 26834 3044 3044 17397 17397 5907 5907 DUES AND SUBSCRIPTIONS 99888 90948 8940 STAFF DEVELOPMENT 14351 10834 3517 REPAIRS AND MAINTENANCE 10214 10214 OTHER 5832 4725 1107 9420 7923 1497 6584776 4655735 1755497 173544 321908 380781 348607 1000535 2228100 723333 2326609 1529226 118739 54907 493889 298050 31168 195839 5002432 4568004 2667 1273299 10380230 9725924 940409 695517 2599060 775135 28412 5758 0 1261360 3567881 2737770 X 3959067 4678591 2853282 2309563 6812349 6988154 10380230 9725924 -244017 405480 14342 0 X 0 0 0 X 3224520 2904480 1249172 4271405 2239724 13889301 3224520 2904480 1249172 4271405 2239724 13889301 4148906 9740395 213233 191451 359099 327088 331287 1422158 15311459 13369060 0.63620 0.72730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24000 24000 6403758 6427758 471388 117847 0 0 389458 447736 469073 471388 1777655 2666483 141526 16964 48000 24000 230490 97365 111934 117268 117847 444414 666621 10750 10750 0 483139 287300 195839 195839 SECURITY DEPOSITS 37493 RIGHT OF USE ASSET 1235806 1273299 CAPITAL LEASE 1261360 1261360 X 1 MXG STRATEGIES LLC 4967 BUTTERWORTH PLACE NW WASHINGTON DC 20016 PROPOSAL & GRANT WRITING 0 0 120000 -120000 120000 -120000 DC 1 CHARLES DREW HEALTH CENTER-WIC 2120 N 30TH STREET OMAHA NE 68111 470666715 501(C)(3) 89852 0 ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM CALIFORNIA WIC ASSOCIATION 3960 INDUSTRIAL BOULEVARD WEST SACRAMENTO CA 95691 680271696 501(C)(3) 75000 0 ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM LANAI COMMUNITY HEALTH CENTER 333 6TH STREET LANAI CITY HI 96763 202509287 501(C)(3) 75000 0 ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM MICHIGAN DEPT OF HEALTH & HUMAN SERVICES 235 SOUTH GRAND AVENUE 800 LANSING MI 48933 386000134 GOV'T 20400 0 ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM FLORIDA DEPARTMENT OF HEALTH (FDOH) 8175 NW 12 STREET SUITE305 MIAMI FL 33126 593502843 GOV'T 14549 0 ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM EL PASO COUNTY PUBLIC HEALTH 200 SOUTH CASCADE AVENUE STE 30 COLORADO SPRINGS CO 80903 840609819 GOV'T 12620 0 ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM NORTH CENTRAL HEALTH DISTRICT 201 SECOND STREET STE 1100 MACON GA 31201 580609819 GOV'T 12166 0 ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM AFFINIA HEALTHCARE 1717 BIDDLE STREET ST LOUIS MO 63106 430817642 501(C)(3) 9707 0 ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM HARFORD COUNTY HEALTH DEPT 120 SOUTH HAYS STREET BEL AIR MD 21014 522048225 GOV'T 9040 0 ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM SHENANDOAH VALLEY MEDICAL SYSTEM INC 99 TAVERN ROAD MARTINSBURG WV 25401 550563741 501(C)(3) 9000 0 ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM COUNTY OF GUILFORD PO BOX 3427 GREENSBORO NC 27401 566000305 GOV'T 8500 0 ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM ST JOSEPH'S UNIVERSITY MEDICAL CENTER 703 MAIN STREET PATERSON NJ 07503 221487602 501(C)(3) 7394 0 ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM DISTRICT HEALTH DEPARTMENT #10 1049 EAST NEWELL STREET WHITE CLOUD MI 49349 383372828 GOV'T 7379 0 ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM VISITING NURSE ASSOCIATION OF CENTRAL JERSEY 23 MAIN STREET STE D1 HOLMDEL NJ 07733 210639369 501(C)(3) 5752 0 ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM 14 0 PART I, LINE 2: THE PURPOSE OF THE SUBGRANTS IS TO ENSURE STATE, LOCAL AND ITOS AGENCIES ARE ADEQUATELY RESOURCED TO CARRY OUT GRANT PROJECT-RELATED DELIVERABLES AND ASSIST NWA IN IDENTIFYING BEST PRACTICIES IN THE AREAS OF WORKFORCE DEVELOPMENT, INNOVATION, AND RACIAL AND HEALTH EQUITY. X X 0 0 0 0 0 0 0 0 0 JAMILA TAYLOR PRESIDENT & CEO (UNTIL 8/23) 300249 0 0 0 0 0 0 0 18762 0 319011 0 0 0 GEORGIA MACHELL COO 210304 0 0 0 0 0 1024 0 32904 0 244232 0 0 0 CECILIA RICHARDSON FORMER OFFICER (THROUGH 08/22) 0 0 0 0 184257 0 0 0 0 0 184257 0 184257 0 FORM 990, PART III, LINE 2 THE ORGANIZATION STARTED THE CENTER FOR INNOVATIVE PRACTICES IN WIC PROGRAM IN 2023. SEE PART III, LINE 4C FOR ADDITIONAL INFORMATION. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS MEMBERS. MEMBERSHIP IS OPEN TO ALL PERSONS WHO MEET THE ELIGIBILITY CRITERIA AND ARE APPROVED FOR MEMBERSHIP AS DEFINED IN THE BY-LAWS. MEMBERSHIP IS FOR A PERIOD OF ONE YEAR BASED ON THE CALENDAR YEAR, BEGINNING JANUARY 1 EACH YEAR. MEMBERSHIP IS OBTAINED BY PAYING ANNUAL DUES. THE DUES ARE DETERMINED BY A VOTE OF THE BOARD OF DIRECTORS. A MEETING OF THE VOTING MEMBERSHIP IS HELD ANNUALLY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE POWER TO INSTALL OFFICERS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS ALSO HAVE THE POWER TO: - VOTE ON BYLAWS - INSTALL A NOMINATING COMMITTEE - PRESENT RESOLUTIONS - INSTRUCT THE BOARD OF DIRECTORS - CONDUCT OTHER BUSINESS OF THE ASSOCIATION FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE PRESIDENT AND CEO PRIOR TO FILING WITH THE THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE UPDATED AND SIGNED AT THE ANNUAL CONFERENCE BY THE BOARD OF DIRECTORS. IF A CONFLICT OF INTEREST WAS TO ARISE, THE ORGANIZATION WOULD GATHER AS MUCH INFORMATION AS POSSIBLE TO MAKE A DETERMINATION ABOUT WHETHER A CONFLICT OF INTEREST COULD EXIST BY INTERVIEWING INDIVIDUALS INVOLVED AND REQUESTING DOCUMENTATION. THE EXECUTIVE COMMITTEE MEMBERS OF THE BOARD WOULD BE CONSULTED AND BRIEFED TO DISCUSS NEXT STEPS. IF THERE IS A SIMPLE AND MUTUALLY AGREED UPON SOLUTION TO RESOLVE THE CONFLICT, THESE STEPS WILL BE TAKEN BY THE EXECUTIVE LEVEL INDIVIDUAL TO RESOLVE THE CONFLICT OF INTEREST. IF THE CONFLICT RESIDES WITH CEO, THE BOARD OF DIRECTORS, AS THE OVERSIGHT BODY FOR THIS POSITION, MAY DISCUSS AND VOTE ON STEPS TO RESOLVE THE CONFLICT. IF THE CONFLICT RESIDES WITH THE COO, THE CEO WILL MANAGE THE IMPLEMENTATION OF THE STEPS NEEDED TO RESOLVE THE CONFLICT OF INTEREST. IF THESE STEPS ARE NOT TAKEN BY THE CEO, THEN THIS WOULD BE ELEVATED TO AN ISSUE FOR THE NWA BOARD OF DIRECTORS TO ADDRESS. IF ANY AGREEMENT TERMS ARE BROKEN BY THE CONFLICT OF INTEREST, APPROPRIATE DISCIPLINARY STEPS WILL BE IMPLEMENTED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY AND RECOMMENDS A COMPENSATION RANGE FOR THE BOARD TO APPROVE. THE COMPENSATION REVIEW PROCESS IS DISCUSSED AND DOCUMENTED. THE PRESIDENT AND CEO UNDERTAKES A 360 REVIEW ANNUALLY. THIS IS LED BY THE EXECUTIVE COMMITTEE, THE BOARD OF DIRECTORS AND NWA STAFF PARTICIPATE IN FEEDBACK. THE LAST TOP MANAGEMENT OFFICIAL COMPENSATION REVIEW TOOK PLACE IN JUNE 2022. NWA STAFF SALARIES ARE POSITIONED IN SALARY BANDS THAT WERE INFORMED BY A THIRD-PARTY SALARY ANALYSIS, DRAWING ON CURRENT MARKET DATA FOR THE NONPROFIT SECTOR IN WASHINGTON DC. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.