2023-03-01T12:49:36-06:00 2021-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2021-01-01 133480246 NAF NAF 2126352400 218 WEST 40TH STREET 5TH FLOOR NEW YORK NY 10018 CRAIG W LOVE CHIEF FINANCIAL OFFICER 2126352400 2023-03-01 1 CRAIG LOVE XXX-XX-XXXX EVA MRUK P00543254 2122862600 2023-02-27 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LISA DUGHI 218 WEST 40TH STREET 5TH FLOOR NEW YORK NY 10018 21869672 0 X WWW.NAF.ORG X 1988 NY NAF SOLVES SOME OF THE BIGGEST CHALLENGES FACING EDUCATION AND THE ECONOMY BY BRINGING EDUCATION, BUSINESS, AND COMMUNITY LEADERS TOGETHER TO TRANSFORM THE HIGH SCHOOL EXPERIENCE. 23 22 84 4500 0 0 23522879 17698936 1220446 927397 404894 290635 1499 -97100 25149718 18819868 895000 1921017 0 0 11421542 12829253 25000 71000 2951396 7246704 8303275 19588246 23124545 5561472 -4304677 32321948 28094768 4037082 3664685 28284866 24430083 X NAF SOLVES SOME OF THE BIGGEST CHALLENGES FACING EDUCATION AND THE ECONOMY BY BRINGING EDUCATION, BUSINESS, AND COMMUNITY LEADERS TOGETHER TO TRANSFORM THE HIGH SCHOOL EXPERIENCE. 0 0 3548346 447980 219094 THE ACADEMY OF FINANCE, WHICH OPERATES 146 ACADEMIES, CONNECTS HIGH SCHOOL STUDENTS WITH THE WORLD OF FINANCIAL SERVICES AND PERSONAL FINANCE, OFFERING A CURRICULUM THAT COVERS BANKING AND CREDIT, FINANCIAL PLANNING, GLOBAL FINANCE SECURITIES, INSURANCE, ACCOUNTING, AND ECONOMICS. THE ACADEMY OF FINANCE CURRICULUM AND CERTIFICATION IS VALIDATED BY THE COUNCIL FOR ECONOMIC EDUCATION. 2673412 337520 165071 THE ACADEMY OF INFORMATION TECHNOLOGY, WHICH OPERATES 110 ACADEMIES, PREPARES STUDENTS FOR CAREER OPPORTUNITIES IN COMPUTER NETWORKING, SYSTEMS, DATABASE DESIGN, DIGITAL VIDEO PRODUCTION, GRAPHIC DESIGN, AND PROGRAMMING. IN ADDITION, JUNIPER NETWORKS HAS AGREED UPON A PROGRAM OF STUDY, LINKED TO NAF ASSESSMENTS, THAT WILL QUALIFY STUDENTS FOR ITS PROFESSIONAL TRAINING PROGRAM AND EARN A JUNIPER CERTIFICATE. ACADEMIES MAY ALSO USE COMPUTER SCIENCE CURRICULUM FROM PROJECT LEAD THE WAY, INC. (PLTW) AND SELECT COURSES FROM CISCO. 2551893 322177 157567 THE ACADEMY OF ENGINEERING, WHICH OPERATES 105 ACADEMIES, ANSWERS AN ACUTE NEED FOR ENGINEERS IN THIS COUNTRY BY EDUCATING HIGH SCHOOL STUDENTS IN THE PRINCIPLES OF ENGINEERING, PROVIDING CONTENT IN THE FIELDS OF ELECTRONICS, BIOTECH, AEROSPACE, CIVIL ENGINEERING, AND ARCHITECTURE. ACADEMIES USE CURRICULUM FROM PROJECT LEAD THE WAY, INC. (PLTW), THE STEM ACADEMY, OR PAXTON/PATTERSON. THEY ALSO BENEFIT FROM SUPPORT PROVIDED BY NATIONAL ACTION COUNCIL FOR MINORITIES IN ENGINEERING (NACME). 2065818 260811 127555 THE ACADEMY OF HEALTH SCIENCES, WHICH OPERATES 85 ACADEMIES, ADDRESSES THE CRITICAL ACHIEVEMENT GAP IN STEM FIELDS AND DEVELOPS A PIPELINE OF STUDENTS PREPARED TO PURSUE HEALTH-RELATED DEGREES AND PROFESSIONS IN ONE OF THE FASTEST GROWING SECTORS OF THE ECONOMY. COURSES INCLUDE CONTENT ON BIOTECHNOLOGY, ANATOMY, PHYSIOLOGY, AND GLOBAL HEALTH. ACADEMIES MAY USE BIOMEDICAL CURRICULUM FROM PROJECT LEAD THE WAY INC. (PLTW) OR THE HEALTH SCIENCES CAREERS CURRICULUM FROM PAXTON-PATTERSON. HOSAFUTURE HEALTH PROFESSIONALS ALSO PROVIDES OPPORTUNITIES FOR STUDENTS TO BUILD COLLEGE AND CAREER-READINESS SKILLS. THE NATIONAL CONSORTIUM FOR HEALTH SCIENCE EDUCATION PROVIDES AN ONLINE MODULE FOR WORK-BASED LEARNING. 4205010 552529 258110 OTHER ACADEMIES - INCLUDING ACADEMY OF HOSPITALITY, AND TOURISM (SPECIALIZING IN HOSPITALITY AND TOURISM). NAF'S NETWORK OF OTHER ACADEMIES INCLUDES 172 ACADEMIES. 6270828 813340 385665 15044479 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 93 0 84 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH ND NJ NM NY OR PA RI TN UT WI WV X X X CRAIG W LOVE CHIEF FINANCIAL OFFI 2126352400 218 WEST 40TH STREET 5TH FLOOR NEW YORK NY 10018 JONDEL HOYE CEO (THRU 07/2021) 50.00 X X 514955 0 82409 LISA DUGHI PRESIDENT & CEO (BEG. 07/2021) 50.00 X X 483634 0 51826 SANFORD I WEILL CHAIRMAN 4.00 X X 0 0 0 KENNEITH I CHENAULT VICE CHAIRMAN 4.00 X X 0 0 0 EUGENE A LUDWIG SECRETARY 4.00 X X 0 0 0 SANJIV YAJNIK TREASURER 4.00 X X 0 0 0 JEFFREY A BRILL DIRECTOR 4.00 X 0 0 0 URSULA M BURNS DIRECTOR 4.00 X 0 0 0 LYNNE DOUGHTIE DIRECTOR 4.00 X 0 0 0 ROBERT C DUGHI DIRECTOR (THRU 09/2021) 4.00 X 0 0 0 BARBARA BENIOFF FRIEDMAN DIRECTOR 4.00 X 0 0 0 ALEX GORSKY DIRECTOR 4.00 X 0 0 0 GREGORY J HAYES DIRECTOR 4.00 X 0 0 0 HAROLD MCGRAW III DIRECTOR 4.00 X 0 0 0 JENNIFER MORGAN DIRECTOR 4.00 X 0 0 0 NICOLA PALMER DIRECTOR 4.00 X 0 0 0 THOMAS PENNY III DIRECTOR 4.00 X 0 0 0 JOSEPH J PLUMERI II DIRECTOR (THRU 09/2021) 4.00 X 0 0 0 MARC REED DIRECTOR 4.00 X 0 0 0 LARRY RENFRO DIRECTOR 4.00 X 0 0 0 JAMES D ROBINSON III DIRECTOR 4.00 X 0 0 0 DAVID STEWARD DIRECTOR 4.00 X 0 0 0 JOSEPH M TUCCI DIRECTOR 4.00 X 0 0 0 MARC WEILL DIRECTOR 4.00 X 0 0 0 RONALD A WILLIAMS DIRECTOR 4.00 X 0 0 0 MATTHEW ZIELINSKI DIRECTOR 4.00 X 0 0 0 CRAIG W LOVE CHIEF FINANCIAL OFFICER 50.00 X 259042 0 26339 BRENDA BARRY CHIEF PROGRAM OFFICER 50.00 X 254185 0 73408 COLLEEN DEVERY CHIEF STRATEGY OFFICER 50.00 X 231474 0 69509 MARYANNE BLOOMFIELD CHIEF ADVANCEMENT OFFICER 50.00 X 266021 0 75898 REEDY WADE VP, ACADEMY DEVELOPMENT & IMPACT 50.00 X 151437 0 44317 HELEN BLANCH VP, CURRICULUM & INSTRUCTION 50.00 X 190611 0 43799 PATRICIA BROWN VP CORPORATE ENGAGEMENT & RELATIONS 50.00 X 182007 0 38282 MARC LESSER VP, RESEARCH & TECHNOLOGY 50.00 X 168472 0 30695 IRENE LYNN CHIEF OF STAFF, INTERNAL THRU 09/21 50.00 X 159129 0 18228 KEARNEY STANIFORD CHIEF OF STAFF, EXTERNAL THRU 09/21 50.00 X 179492 0 18187 WILLIAM TAYLOR VP, OUTREACH & PARTNERSHIP 50.00 X 185809 0 41059 MICHAEL HENSON DIRECTOR, PROFESSIONAL LEARNING 50.00 X 156019 0 22789 TARAWHONA BELLEVUE VP, IDEA STRATEGY 50.00 X 167418 0 36899 UMANG BERI SR. DIRECTOR, SYSTEMS & DATA APP. 50.00 X 146201 0 55740 TRUDY STALLINGS ASSISTANT CP, DEVELOPMENT 50.00 X 148653 0 20073 DEMETHOUS F CHAMBLISS DIRECTOR, NETWORK EVALUATION 50.00 X 142188 0 59528 3986747 0 808985 41 0 1 0 NOCTI INC 500 N BRONSON AVENUE BIG RAPIDS MI 49307 IT PROJECT MANAGEMENT 690225 DISCOVERY EDUCATION 4350 CONGRESS ST SUITE 700 CHARLOTTE NC 28209 PROGRAM CONSULTING 350000 CICERO RESEARCH LLC 35 NORTH RIO GRANDE STREET SALT LAKE CITY UT 84101 PROGRAM CONSULTING 311700 ORGANIZATIONAL SERVICES INC 3380 TRAVIS POINTE ROAD SUITE H ANN HARBOR MI 48108 CONFERENCE ADMINISTRATION 178000 FENTON COMMUNICATIONS INC 630 9TH AVE SUITE 910 NEW YORK NY 10036 COMMUNICATION SERVICES 170400 12 742459 3248223 13708254 20852 17698936 MEMBERSHIP DUES 541900 736464 736464 SCHOOL DISTRICT CONTRACTS 541900 173483 173483 CONFERENCE REGISTRATION FEES 541900 17450 17450 927397 283873 283873 2959466 2952704 6762 6762 6762 0 742459 97100 -97100 -97100 18819868 927397 0 193535 X 1921017 1921017 3839927 2199192 796339 844396 6577602 4406167 1226828 944607 792368 521826 156852 113690 933422 596823 200751 135848 685934 436303 134481 115150 135428 101570 33858 239981 239981 142250 142250 71000 71000 3676605 2687319 685290 303996 559772 361907 62337 135528 759905 472631 227765 59509 1099017 517979 445371 135667 830246 41512 747222 41512 161172 123039 24413 13720 13500 11990 815 695 541374 464154 50151 27069 STAFF PROFESSIONAL DEVE 117457 35600 74319 7538 REPAIRS & MAINTENANCE 23456 1173 21110 1173 OTHER EXPENSES 3112 2027 787 298 23124545 15044479 5128670 2951396 5767631 6827869 2852771 3867700 9896029 6226721 468449 546196 0 181080 3377982 3371624 543063 6358 12558525 10199091 235480 239753 32321948 28094768 1921745 2528360 261163 459623 6000 14200 1848174 662502 4037082 3664685 X 8401764 8888481 19883102 15541602 28284866 24430083 32321948 28094768 -4304677 449894 0 X X 0 1 X 1 0 X 20383576 15926054 24033694 23522879 17698936 101565139 20383576 15926054 24033694 23522879 17698936 101565139 45633197 55931942 271182 273534 348208 415080 283873 1591877 18060 1499 19559 103176575 9568221 0.54210 0.55830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CURRICULUM PROJECTS - 2017 AMOUNT: $ 8,510. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. OTHER INCOME - 2017 AMOUNT: $ 9,550. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 1,499. 2021 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 94250 0 1 48000 142250 0 PART II-B, LINE 1: THE LOBBYIST ENGAGED WITH ACTIVE LEGISLATIVE ACTIVITY WITH RESPECT TO HIGH SCHOOL ACADEMIES, CAREER AND TECHNICAL EDUCATION, AND YOUTH WORKFORCE DEVELOPMENT TO SHARE NAF'S EXPERTISE IN HOW ANY POLICY CHANGES COULD POSITIVELY OR NEGATIVELY EFFECT THE AVAILABILITY AND QUALITY OF WORK-BASED LEARNING EXPERIENCES FOR HIGH SCHOOL STUDENTS. THE LOBBYISTS PROVIDED FEDERAL GOVERNMENT RELATIONS SERVICES AND STRATEGIC ADVISORY, CONDUCTING VIRTUAL LOBBYING MEETINGS TO ADVANCE NAF'S APPROPRIATIONS REQUEST TO THE CHAIRS AND RAN KING MEMBERS OF THE HOUSE AND SENATE LHHS APPROPRIATIONS SUBCOMMITTEES, ALL HOUSE AND SENATE LHHS MEMBERS, AND KEY CONGRESSIONAL BLACK CAUCUS AND CONGRESSIONAL HISPANIC CAUCUS MEMBERS. 0 1 X 582953 124489 707442 515865 67088 582953 417276 98589 515865 634404 2872 220000 417276 628657 100747 95000 634404 0.00000 1.00000 0.00000 0 0 207497 205678 1819 262032 262032 0 2908453 2903914 4539 6358 DEFERRED RENT 545625 PAYCHECK PROTECTION PROGRAM LOAN 116877 662502 X 19528616 449894 161754 97100 708748 18819868 0 18819868 23383399 161754 97100 258854 23124545 0 23124545 PART IV, LINE 2B: NAF HOLDS FUNDS FOR SEVERAL ACADEMIES THAT PARTICIPATE IN ITS EDUCATIONAL PROGRAMS, TO BE USED FOR RELATED ACTIVITIES. PART V, LINE 4: THE ALDO PAPONE ENDOWMENT WAS ESTABLISHED BY THE AMERICAN EXPRESS COMPANY IN 1991 TO PROVIDE FUNDS FOR GRANT AWARDS TO OUTSTANDING U.S. ACADEMY PROGRAM. ON AN ANNUAL BASIS, A MAXIMUM OF 7% OF THE ALDO PAPONE ENDOWMENT'S ASSETS ARE AVAILABLE FOR DISBURSEMENT. THE JESSE BLACKMAN ENDOWMENT WAS ESTABLISHED IN 1994 WITH A CONTRIBUTION FROM THE AMERICAN EXPRESS COMPANY. THE PURPOSE OF THE JESSE BLACKMAN ENDOWMENT IS TO PROVIDE FUNDS FOR A SCHOLARSHIP TO AN OUTSTANDING STUDENT IN THE HOSPITALITY AND TOURISM PROGRAM. PRESENTLY, THE ANNUAL SCHOLARSHIP LIMIT IS $1,500. NO SCHOLARSHIP WAS AWARDED IN 2021 DUE TO COVID-19. PART X, LINE 2: NAF RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT NAF HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. NAF IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED ON PART VIII, LINE 8B 97,100. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED ON PART VIII, LINE 8B 97,100. X X X X X X X 1 DS CONSULTING GROUP 757 THIRD AVE 20TH FL NEW YORK NY 10017 FUNDRAISING STRATEGY CONSULTING 0 726297 65000 661297 SOPHIST LLC 205 E 42ND ST 17TH FL NEW YORK NY 10017 FUNDRAISING STRATEGY CONSULTING 0 16162 6000 10162 742459 71000 671459 AL AK AZ AR CA CT CO DC FL GA HI IL IN KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI VIRTUAL GALA 742459 742459 22100 75000 742459 742459 22100 75000 97100 -97100 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PURSUANT TO THE AGREEMENT, NAF WAS CHARGED A BASE FEE FOR PROFESSIONAL SERVICES THAT DS CONSULTING GROUP, LLC ("DSCG") RENDERED. NAF IS BILLED DIRECTLY BY VENDORS AND SUPPLIERS FOR LETTERSHOP AND POSTAGE COSTS AND BY DSCG FOR IN-HOUSE WORD PROCESSING, POSTAGE AND MAILINGS. NAF IS BILLED SEPARATELY FOR REIMBURSEMENT OF EXPENSES SUCH AS LOCAL TRAVEL, TELEPHONE, FAXES, PHOTOCOPIES AND MESSENGER SERVICES. EXPENSES EXCEEDING $5,000 REQUIRE NAF'S WRITTEN APPROVAL. PURSUANT TO THE AGREEMENT, NAF WAS CHARGED A BASE FEE FOR PROFESSIONAL SERVICES THAT SOPHIST LLC RENDERED. IN ADDITION, NAF IS SUBJECT TO PROCESSING FEES DEPENDENT ON THE AMOUNT OF PLEDGES RECEIVED. 1 DETROIT PUBLIC SCHOOLS COMMUNITY DISTRICT 3011 WEST GRAND BLVD DETROIT MI 48202 812847693 SECTION 115 505000 0 BALLMER AND FUND II STEM GRANTS DALLAS INDEPENDENT SCHOOL DISTRICT 3700 ROSS AVE DALLAS TX 75204 756001278 SECTION 115 220000 0 FUND II STEM GRANTS AND DISTINGUISHED ACADEMY AWARDS MILWAUKEE PUBLIC SCHOOLS PO BOX 2181 MILWAUKEE WI 53201 396003457 SECTION 115 175000 0 FUND II STEM GRANTS CHARLOTTE-MECKLENBURG BOARD OF EDUCATION PO BOX 30035 CHARLOTTE NC 28230 566001074 SECTION 115 100000 0 VIRTUAL INTERNSHIP PROGRAM BROWARD EDUCATION FOUNDATION INC 600 SE 3RD AVE FORT LAUDERDALE FL 33301 592359433 SECTION 115 90000 0 FUND II STEM GRANT AND DISTINGUISHED ACADEMY AWARDS MIAMI-DADE COUNTY PUBLIC SCHOOLS CTE PROGRAM 10151 NW 19TH AVE MIAMI FL 33147 596000572 SECTION 115 75000 0 FUND II STEM GRANT DC PUBLIC EDUCATION FUND 3407 14TH STREET NW WASHINGTON DC 20010 261607955 501(C)(3) 75000 0 FUND II STEM GRANT SCHOOL BOARD OF ORANGE COUNTY FL 445 WEST AMELIA STREET ORLANDO FL 32801 596000771 SECTION 115 75000 0 FUND II STEM GRANT NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7205 RALEIGH NC 27695 566000756 SECTION 115 65000 0 TRIO PROGRAM SUMMER COLLEGE EXPERIENCE IN STEM MAGNET EDUCATIONAL CHOICE ASSOCIATION INC 1450 NE 2ND AVENUE MIAMI FL 33132 650290712 501(C)(3) 50000 0 WEILL AWARD AND DISTINGUISHED ACADEMY AWARDS MIT COMPUTER SCIENCE AND ARTIFICIAL INTELLIGENCE LABORATORY 32 VASSAR STREET CAMBRIDGE MA 02139 042103594 501(C)(3) 45500 0 LENOVO APP INVENTOR GLOBAL INITIATIVES INC PO BOX 5146 WEST CHESTER PA 19380 161501127 501(C)(3) 25000 0 GLOBAL TRAVEL AND TOURISM PARTNERSHIP SCHOOL DISTRICT OF UCITY 8136 GROBY ROAD UNIVERSITY CITY MO 63130 436003857 SECTION 115 24480 0 INTERNSHIPS SOUTHFIELD PUBLIC SCHOOLS 24661 LAHSER ROAD SOUTHFIELD MI 48033 386003094 SECTION 115 20000 0 BALLMER GRANT COLLIER COUNTY PUBLIC SCHOOLS 5775 OSCEOLA TRAIL NAPLES FL 34109 596000557 SECTION 115 10000 0 DISTINGUISHED ACADEMY AWARDS CORAL REEF HIGH SCHOOL 10101 SW 152ND STREET MIAMI FL 33157 596000572 SECTION 115 10000 0 DISTINGUISHED ACADEMY AWARDS HIALEAH GARDERS HIGH SCHOOL 11700 HIALEAH GARDENS BLVD HIALEAH GARDENS FL 33018 596000572 SECTION 115 10000 0 DISTINGUISHED ACADEMY AWARDS SCHOOL DISTRICT OF THE CITY OF PONTIAC 47200 WOODWARD AVE PONTIAC MI 48342 386003035 SECTION 115 10000 0 BALLMER GRANT 18 0 PART I, LINE 2: NAF DISBURSES SEVERAL SCHOLARSHIPS TO STUDENTS AND PROGRAM ALUMNI. IN ADDITION, PROGRAM GRANTS ARE DISBURSED TO THE ACADEMIES THEMSELVES TO ASSIST WITH PROGRAM EXPENDITURES. SCHOLARSHIPS ARE AWARDED THROUGH A COMPETITIVE APPLICATION PROCESS. DIFFERENT SCHOLARSHIP PROGRAMS HAVE VARYING CRITERIA, BUT IN GENERAL THE FOLLOWING APPLY: STUDENTS MUST BE ENROLLED IN OR ALUMNI OF AN ACADEMY. PROGRAM GRANTS ARE AWARDED BASED ON A COMPETITIVE PROCESS OR ACCORDING TO DONOR SPECIFICATIONS. DUE TO COVID-19, NO SCHOLARSHIPS WERE AWARDED TO STUDENTS IN 2021. NAF AND GRANTEES JOINTLY AGREE ON ALL PROGRAMMATIC GOALS AND EXPECTATIONS, INCLUDING ESTABLISHING VARIOUS REPORTING OBLIGATIONS TO ENSURE ACCOUNTABILITY. NAF STAFF IN TURN MONITOR GRANTEES' PROGRESS THROUGHOUT THE REPORTING PERIOD TO ENSURE ADEQUATE PROGRESS IS MADE AS WELL AS TO PROVIDE SUPPORT AS NECESSARY. X X X X X 1 0 0 0 0 0 0 1 0 JONDEL HOYE CEO (THRU 07/2021) 513050 0 0 0 1905 0 52206 0 30203 0 597364 0 0 0 LISA DUGHI PRESIDENT & CEO (BEG. 07/2021) 386535 0 45000 0 52099 0 37700 0 14126 0 535460 0 0 0 MARYANNE BLOOMFIELD CHIEF ADVANCEMENT OFFICER 261981 0 3000 0 1040 0 35908 0 39990 0 341919 0 0 0 BRENDA BARRY CHIEF PROGRAM OFFICER 231838 0 3000 0 19347 0 34307 0 39101 0 327593 0 0 0 COLLEEN DEVERY CHIEF STRATEGY OFFICER 215245 0 3000 0 13229 0 31328 0 38181 0 300983 0 0 0 CRAIG W LOVE CHIEF FINANCIAL OFFICER 239369 0 3000 0 16673 0 23336 0 3003 0 285381 0 0 0 HELEN BLANCH VP, CURRICULUM & INSTRUCTION 167895 0 3000 0 19716 0 25198 0 18601 0 234410 0 0 0 WILLIAM TAYLOR VP, OUTREACH & PARTNERSHIP 162411 0 3250 0 20148 0 24860 0 16199 0 226868 0 0 0 PATRICIA BROWN VP CORPORATE ENGAGEMENT & RELATIONS 156264 0 4250 0 21493 0 24079 0 14203 0 220289 0 0 0 TARAWHONA BELLEVUE VP, IDEA STRATEGY 147493 0 3250 0 16675 0 22247 0 14652 0 204317 0 0 0 UMANG BERI SR. DIRECTOR, SYSTEMS & DATA APP. 126919 0 3250 0 16032 0 20044 0 35696 0 201941 0 0 0 DEMETHOUS F CHAMBLISS DIRECTOR, NETWORK EVALUATION 122625 0 3500 0 16063 0 19977 0 39551 0 201716 0 0 0 MARC LESSER VP, RESEARCH & TECHNOLOGY 165346 0 3000 0 126 0 15570 0 15125 0 199167 0 0 0 KEARNEY STANIFORD CHIEF OF STAFF, EXTERNAL THRU 09/21 99385 0 15225 0 64882 0 17612 0 575 0 197679 0 0 0 REEDY WADE VP, ACADEMY DEVELOPMENT & IMPACT 142546 0 3000 0 5891 0 20534 0 23783 0 195754 0 0 0 MICHAEL HENSON DIRECTOR, PROFESSIONAL LEARNING 134179 0 3000 0 18840 0 20075 0 2714 0 178808 0 0 0 IRENE LYNN CHIEF OF STAFF, INTERNAL THRU 09/21 95156 0 12678 0 51295 0 17340 0 888 0 177357 0 0 0 TRUDY STALLINGS ASSISTANT CP, DEVELOPMENT 132375 0 3750 0 12528 0 19307 0 766 0 168726 0 0 0 PART I, LINE 4A PURSUANT TO THE TERMS AND CONDITIONS STIPULATED IN IRENE LYNN AND KEARNEY STANIFORD'S SEVERANCE AGREEMENTS, THE ORGANIZATION PAID SEVERANCE PAYMENTS TO THEM IN THE AMOUNT OF $24,400 AND $43,920 RESPECTIVELY IN 2021. THESE PAYMENTS WERE TREATED AS TAXABLE COMPENSATION TO THE RECIPIENTS. PART I, LINE 7 BONUSES WERE PAID BASED ON THE PERFORMANCE OF THE INDIVIDUALS AND WITHIN THE APPROVED BUDGET. BONUSES WERE TAXABLE AND REPORTED ON THE INDIVIDUALS' 2021 FORMS W-2, AND REPORTED ON SCHEDULE J, PART II IN COLUMN B (II). FORM 990, PART VI, SECTION A, LINE 2 THE BOARD MEMBER, ROBERT DUGHI AND THE PRESIDENT, LISA DUGHI HAVE A FAMILY RELATIONSHIP. THE BOARD MEMBER, SANFORD WEILL AND BOARD MEMBER, MARC WEILL HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION AND IN CONSULTATION WITH NAF STAFF MEMBERS. THE RETURN PREPARED BY THE ACCOUNTING FIRM IS THEN REVIEWED BY THE ORGANIZATION'S FINANCE DEPARTMENT, AS WELL AS THE FINANCE AND AUDIT COMMITTEES OF THE BOARD OF DIRECTORS. THE ORGANIZATION'S FORM 990 IS THEN PROVIDED ELECTRONICALLY TO THE FULL BOARD OF DIRECTORS BEFORE SUBMISSION OF THE RETURN TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C NAF HAS A CODE OF ETHICS/CONFLICT OF INTEREST POLICY REQUIRING ALL DIRECTORS, OFFICERS AND KEY PERSONS TO COMPLETE A CONFLICT OF INTEREST POLICY LETTER ANNUALLY. THE LETTERS ARE REVIEWED BY THE AUDIT COMMITTEE WHO DETERMINES IF A CONFLICT OF INTEREST EXISTS. IN THE EVENT OF A CONFLICT OF INTEREST, THE BOARD OF DIRECTORS DETERMINES THE APPROPRIATE ACTIONS REQUIRED, INCLUDING PREVENTING THE INDIVIDUAL FROM PARTICIPATING IN DISCUSSION AND DECISIONS REGARDING THE MATTER. MINUTES OF THE MEETINGS OF THE AUDIT COMMITTEE WILL RECORD THE NAMES OF THE INTERESTED PERSONS, NATURE OF THE CONFLICT OF INTERESTS, AND THE FINAL DECISIONS MADE REGARDING THE CONFLICT OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 NAF HIRED AN INDEPENDENT COMPENSATION CONSULTANT TO PRODUCE A SALARY SURVEY IN 2021. NAF HAS SET COMPENSATION FOR SENIOR MANAGEMENT WITHIN THE RANGE OF THE GOING MARKET RATE FOR FUNCTIONALLY COMPARABLE POSITIONS HELD BY INDIVIDUALS WITH SIMILAR EXPERIENCE LEVELS AT SIMILARLY SITUATED ORGANIZATIONS. DOCUMENTATION IS MAINTAINED IN NAFS RECORDS. A COMPENSATION COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS REVIEW AND APPROVE COMPENSATION FOR THE CEO, AS WELL AS ALL OTHER TOP MANAGEMENT AND KEY EMPLOYEES. THIS PROCESS WAS LAST UNDERTAKEN IN 2021. FORM 990, PART VI, SECTION C, LINE 19 NAF MAKES ITS FORM 990 AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE; THE FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE, GUIDESTAR.ORG, AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FORM 990 AS WELL AS THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, FORM 1023, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST AT 218 WEST 40TH STREET, 5TH FLOOR, NEW YORK, NY 10018. FORM 990, PART IX, LINE 11G MARKETING/COMMUNICATIONS CONSULTING FEES: PROGRAM SERVICE EXPENSES 98,234. MANAGEMENT AND GENERAL EXPENSES 49,117. FUNDRAISING EXPENSES 49,117. TOTAL EXPENSES 196,468. RESEARCH CONSULTING: PROGRAM SERVICE EXPENSES 539,394. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 539,394. NAFTRACK FEES: PROGRAM SERVICE EXPENSES 344,406. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 344,406. PROGRAM SERVICE CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,166,306. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 254,879. TOTAL EXPENSES 1,421,185. HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 141,762. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 141,762. OTHER CONSULTING FEES: PROGRAM SERVICE EXPENSES 538,979. MANAGEMENT AND GENERAL EXPENSES 309,186. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 848,165. STRATEGY SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 185,225. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 185,225. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.