2024-11-14T14:46:28-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 521802714 NATIONAL INVESTMENT CENTER FOR SENIORS HOUSING & CARE INC NATI 4102670504 ONE PARK PLACE 450 ANNAPOLIS MD 21401 RAY BRAUN CEO & PRESIDENT 4102670504 2024-11-14 1 1 AARON M FOX P01365820 2022274000 2024-11-14 2023 2024-10-15 13:58:12Z RAY BRAUN ONE PARK PLACE 450 ANNAPOLIS MD 21401 13482789 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. 21 21 37 120 0 0 0 100 19978246 14717320 17590268 531579 -1095457 -1766210 36473057 13482789 72250 72250 0 0 10225574 5946955 0 0 0 14690790 13113500 24988614 19132705 11484443 -5649916 47820767 43138888 8118774 8143432 39701993 34995456 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 11673678 14332821 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. 5236640 72250 384499 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. 16910318 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 0 1 42 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 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 KURT READ CHAIR UNTIL 06/23 THEN VICE CHAIR 2.00 X X 0 0 0 SUSAN BARLOW VICE CHAIR UNTIL 06/23 THEN CHAIR 2.00 X X 0 0 0 IMRAN JAVAID BOARD TREASURER 2.00 X X 0 0 0 BRE GRUBBS BOARD ASSISTANT TREASURER 0.40 X X 0 0 0 JOHN RIJOS BOARD SECRETARY 1.00 X X 0 0 0 KELSEY MELLARD BOARD ASSIST.SECRETARY-UNTIL 06/23 1.00 X 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 STEVEN INSOFT BOARD MEMBER - UNTIL 06/2023 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 STEVEN SCHMIDT BOARD MEMBER 0.40 X 0 0 0 KENNETH SEGARNICK EX-OFFICIO,OAB REPRESENTATIVE 0.40 X 0 0 0 FEE STUBBLEFIELD BOARD MEMBER 0.40 X 0 0 0 CHRIS TAYLOR BOARD MEMBER - UNTIL 06/2023 0.40 X 0 0 0 ARON WILL BOARD MEMBER AS OF 07/23 0.40 X 0 0 0 LUCIDA BAIER BOARD MEMBER 0.40 X 0 0 0 ROBERT CHAPIN BOARD MEMBER - UNTIL 06/2023 0.40 X 0 0 0 RAYMOUND BRAUN PRESIDENT & CEO 60.00 X 439413 0 38723 CHARLES HARRY CHIEF OPERATING OFFICER 50.00 X 441879 0 31841 ROBERT KRAMER FOUNDER & ADVISOR 20.00 X 340817 0 49139 PRISCILLA HAMMET SR DIRECTOR, FINANCE & ADMIN 50.00 X 236067 0 37044 ELIZABETH MACE CHIEF ECONOMIST 50.00 X 320955 0 986 LAURIE TOMKO SR DIRECTOR, CORPORATE COMMUNICATIONS AND MARK 40.00 X 208292 0 26305 BILL KAUFMAN SENIOR PRINCIPAL 40.00 X 180634 0 41150 CAROLINE CLAPP SENIOR PRINCIPAL 40.00 X 159197 0 35484 JILL BLIMLINE DIRECTOR OF EVENTS OPERATIONS 40.00 X 155234 0 19824 LEIGH ANNA GERAGHTY SR SALESFORCE INTERGRATION & SOLUTIONS MANAGER 40.00 X 143591 0 35434 BRIAN JURUKTA FORMER PRESIDENT & CEO 0.00 X 303578 0 0 2929657 0 315930 11 1 1 0 SHERATON CHICAGO HOTEL 301 E NORTH WATER ST CHICAGO IL 60611 FALL CONFERENCES 3731042 CENTERCIRCLE CREATIVE LLC 1709 YORK DRIVE SE GRAND RAPIDS MI 49506 PROFESSIONAL SERVICES 1629477 MARRIOTT MARQUIS SAN DIEGO 333 W HARBOR DR SAN DIEGO CA 92101 SPRING CONFERENCE 1273555 CSI DMC 6400 ARLINGTON BLVD STE 710 FALLS CHURCH VA 22042 EVENT PLANNERS 543354 GLOBAL EXPERIENCE SPECIALISTS INC 3131 WASHINGTON BLVD BALTIMORE MD 21230 CONFERENCE DECORATORS 327933 14 100 100 CONFERENCE AND EVENTS 900099 11091953 11091953 SPONSORSHIP 900099 3387725 3387725 ACADEMY INCOME 900099 193507 193507 RESEARCH INCOME 900099 44135 44135 14717320 531579 531579 OTHER INCOME 900099 12788 12788 LOSS FROM JOINT VENTURE 900099 -1778998 -1778998 -1766210 13482789 14717320 0 -1234631 X 72250 72250 2052612 1554340 498272 3117137 2417451 699686 143215 134654 8561 265766 226723 39043 368225 307375 60850 106691 45240 61451 54741 54741 14963 14963 4272327 4022714 249613 580352 580352 160722 108241 52481 314141 266116 48025 350779 285780 64999 525653 347196 178457 5759039 5759039 147440 5764 141676 116535 72907 43628 MERCHANT FEES 365943 364581 1362 PRINTING AND PRODUCTION 305782 305684 98 SUPPLIES 38392 33911 4481 19132705 16910318 2222387 0 2936968 3203390 279596 350397 60671 77102 2459257 1738466 861177 720791 20803311 17784525 20156548 18377550 2722496 2625133 47820767 43138888 1145964 3087584 3610735 1976714 3362075 3079134 8118774 8143432 X 39701993 34995456 39701993 34995456 47820767 43138888 -5649916 943379 0 X 0 1 X 1 0 X 30000 2514436 100 2544536 19706528 12451203 16840812 19978246 14717320 83694109 19736528 12451203 19355248 19978246 14717420 86238645 50000 50000 0 50000 50000 86188645 141826 34233 219 90268 531579 798125 141826 34233 219 90268 531579 798125 114 909 12788 13811 19878354 12485436 19355581 20069423 15261787 87050581 0.99010 0.99550 0.00920 0.00390 X 1036558 405895 630663 178639 167832 10807 1244060 1164739 79321 720791 INVESTMENT IN JOINT VENTURE 18377550 F 18377550 DEPOSITS 558211 ROU ASSETS 2066922 2625133 DEFERRED COMPENSATION PAYABLE 340842 OPERATING & FINANCE LEASE LIABILITY 2738292 3079134 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, 2023 AND 2022. 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 ALZHEIMERS ASSOCIATION 8180 GREENSBORO DR MCLEAN VA 22103 133039601 501(C)(3) 11000 0 GENERAL SUPPORT VISION CENTER 923 HASTINGS WAY 124 EAU CLAIRE WI 54701 881187241 501(C)(3) 7500 0 ENDORSING ORG COMMITMENTS MILKEN INSTITUTE 590 MADISON AVE NEW YORK NY 10022 954240775 501(C)(3) 50000 0 RESEARCH SPONSORSHIP 3 0 X X X X X X 1 0 0 0 0 0 0 0 0 RAYMOUND BRAUN PRESIDENT & CEO 393516 0 45897 0 0 0 19278 0 19445 0 478136 0 0 0 CHARLES HARRY CHIEF OPERATING OFFICER 297504 0 144375 0 0 0 23100 0 8741 0 473720 0 0 0 ROBERT KRAMER FOUNDER & ADVISOR 340817 0 0 0 0 0 23100 0 26039 0 389956 0 0 0 ELIZABETH MACE CHIEF ECONOMIST 128078 0 192877 0 0 0 0 0 986 0 321941 0 0 0 BRIAN JURUKTA FORMER PRESIDENT & CEO 0 0 0 0 303578 0 0 0 0 0 303578 0 0 0 PRISCILLA HAMMET SR DIRECTOR, FINANCE & ADMIN 199693 0 36374 0 0 0 16920 0 20124 0 273111 0 0 0 LAURIE TOMKO SR DIRECTOR, CORPORATE COMMUNICATION 154522 0 31770 0 22000 0 5858 0 20447 0 234597 0 0 0 BILL KAUFMAN SENIOR PRINCIPAL 151249 0 29385 0 0 0 13257 0 27893 0 221784 0 0 0 CAROLINE CLAPP SENIOR PRINCIPAL 159197 0 0 0 0 0 7560 0 27924 0 194681 0 0 0 LEIGH ANNA GERAGHTY SR SALESFORCE INTERGRATION & SOLUTIO 133847 0 9744 0 0 0 10865 0 24569 0 179025 0 0 0 JILL BLIMLINE DIRECTOR OF EVENTS OPERATIONS 127235 0 27999 0 0 0 4789 0 15035 0 175058 0 0 0 PART I, LINE 4A BRIAN JURUTKA RECEIVED A SEVERANCE PAYMENT OF $303,578 AND LAURIE TOMKO RECEIVED SEVERANCE PAYMENT OF $22,000 WHICH IS REFLECTED AS PART OF THE AMOUNT IN SCHEDULE J, PART II, COLUMN B(III). OTHER STAFF MEMBERS RECEIVED THE FIXED PERFORMANCE BONUS WHICH WAS PAID IN 2023 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 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 IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 4,022,714. MANAGEMENT AND GENERAL EXPENSES 249,613. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,272,327. NIC HOLDCO LLC ONE PARK PLACE ANNAPOLIS MD 21401 861657902 INVESTMENT VA -2190626 18377550 NIC