2023-05-15T13:14:48-05:00 2022-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2021-07-01 521426663 NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICALS NATI 2027835550 1201 EYE STREET NW 4TH FLOOR WASHINGTON DC 20005 JEROME CHESTER MS MBA CHIEF FINANCIAL OFFICER 2027835550 2023-05-13 1 JEROME CHESTER MS MBA 999009999 FRANK H SMITH P00639053 2022274000 2023-05-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LORI FREEMAN MBA 1201 EYE STREET NW 4TH FLOOR WASHINGTON DC 20005 48146560 0 X WWW.NACCHO.ORG X 1985 DC TO IMPROVE THE HEALTH OF COMMUNITIES BY STRENGTHENING AND ADVOCATING FOR LOCAL HEALTH DEPTS. 21 21 156 24 14499 12303 30928486 44704477 2684760 3341344 15485 25082 63208 75657 33691939 48146560 0 0 0 0 12574333 15029709 0 0 0 20518256 32335702 33092589 47365411 599350 781149 14670823 18288074 11874688 14997857 2796135 3290217 X THE NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS' (NACCHO) MISSION IS TO BE A LEADER, PARTNER, CATALYST, AND VOICE FOR LOCAL PUBLIC HEALTH DEPARTMENTS IN ORDER TO ENSURE THE CONDITIONS THAT PROMOTE EQUITY AND HEALTH, TO COMBAT DISEASE, AND TO LENGTHEN AND IMPROVE THE QUALITY OF ALL LIVES. 0 0 27011399 363810 COMMUNITY HEALTH - NACCHO'S COMMUNITY AND ENVIRONMENTAL HEALTH PROGRAMS ASSIST LOCAL HEALTH DEPARTMENTS TO PROMOTE HEALTH AND PREVENT DISEASE IN COMMUNITIES. THIS IS ACHIEVED BY PROVIDING RESOURCES, TOOLS, TECHNICAL ASSISTANCE AND TRAINING. PROGRAMS INCLUDE THOSE IN THE AREAS OF MATERNAL, CHILD, AND ADOLESCENT HEALTH, ACCESS TO PRIMARY CARE AND MENTAL HEALTH, INJURY PREVENTION, TRAFFIC SAFETY, FOOD SAFETY, CLIMATE CHANGE, BIRTH DEFECTS PREVENTION, DISABILITY AND HEALTH, CHRONIC DISEASE PREVENTION, TOBACCO CONTROL, IMMUNIZATION, INFECTIOUS DISEASE PREVENTION AND CONTROL, AND HIV AND SEXUALLY TRANSMITTED INFECTION (STI) PREVENTION. 7806436 1057065 PREPAREDNESS - NACCHO COLLECTS AND CREATES TOOLS AND RESOURCES FOR, AND PROVIDES INFORMATION, TRAINING, AND TECHNICAL ASSISTANCE TO, LOCAL HEALTH DEPARTMENTS. THESE ACTIVITIES ENHANCE THE READINESS OF LOCAL HEALTH DEPARTMENTS TO RESPOND TO PUBLIC HEALTH EMERGENCIES AND OTHER DISASTERS. NACCHO ALSO SERVES AS A CONDUIT THROUGH WHICH LOCAL INPUT CAN INFORM POLICY AND PRACTICE ON ISSUES RELATED TO PUBLIC HEALTH PREPAREDNESS AT THE NATIONAL LEVEL. 5375006 209510 PUBLIC HEALTH AND INFRASTRUCTURE SYSTEMS - NACCHO WORKS COLLABORATIVELY WITH KEY PARTNERS AND LOCAL HEALTH DEPARTMENTS TO ASSESS AND ASSURE SERVICES TO PEOPLE AND THE CONDITIONS IN WHICH PEOPLE LIVE TO PROTECT AND PROMOTE PUBLIC HEALTH FOR THEIR COMMUNITIES. NACCHO PROVIDES TRAINING, RESEARCH, TOOLS AND TECHNICAL ASSISTANCE TO IMPROVE LOCAL HEALTH DEPARTMENT CAPACITY AND EFFECTIVENESS IN AREAS SUCH AS INFORMATICS, COMMUNITY SYSTEMS STRATEGIC PLANNING, HEALTH EQUITY AND SOCIAL JUSTICE, NATIVE AMERICAN HEALTH, WORKFORCE DEVELOPMENT, INTERNATIONAL HEALTH, AND ACCREDITATION. 1571853 310868 ALL OTHER GRANT PROGRAMS 1228778 1234083 MEMBERSHIP AND PUBLIC AFFAIRS 406454 ADVOCACY 3207085 1544951 43399926 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 48 0 1 156 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CT MI NJ PA TX X JEROME CHESTER MS MBA 2025074246 1201 EYE STREET NW 4TH FLOOR WASHINGTON DC 20005 LISA MACON HARRISON MPH PRESIDENT 2.00 2.00 X X 0 0 0 MARGARET MARGY JAHN MS MPH PRESIDENT-ELECT 2.00 X X 0 0 0 PRAMOD DWIVEDI DRPH C MS MSW MA VICE PRESIDENT 2.00 X X 0 0 0 JENNIFER KERTANIS MPH IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 JANET BERREMAN MD MPH FAAP BOARD MEMBER 2.00 X 0 0 0 DAMON CHAPLIN MBA BOARD MEMBER 2.00 X 0 0 0 NAFISSA CISSE EGBUONYE PHDMPH BOARD MEMBER 2.00 X 0 0 0 LAWRENCE EISENSTEIN MDMPHFACP BOARD MEMBER 2.00 X 0 0 0 KIM ENGEL MBA BOARD MEMBER 2.00 X 0 0 0 ANDRE FRESCO MPA BOARD MEMBER 2.00 X 0 0 0 PHILIP HUANG MD MPH BOARD MEMBER 2.00 X 0 0 0 CAMERON KAISER MD MPH FAAFP BOARD MEMBER - UNTIL 10/2021 2.00 X 0 0 0 MICHAEL KILKENNY MD MS BOARD MEMBER 2.00 X 0 0 0 ROBER KIRKPATRICK MS BOARD MEMBER 2.00 X 0 0 0 PATRICK MCGOUGH DNP MSHR RN CHA BOARD MEMBER 2.00 X 0 0 0 ALAN MELNICK MDMPHCPH BOARD MEMBER 2.00 X 0 0 0 RENAE MOCH MBA FACMPE BOARD MEMBER 2.00 X 0 0 0 GRETCHEN MUSICANT RN MPH BOARD MEMBER - UNTIL 01/2022 2.00 X 0 0 0 LISA PIVES MS BOARD MEMBER 2.00 X 0 0 0 JULIE PRYDE MSWLSWMPHCPHA BOARD MEMBER 2.00 X 0 0 0 JOEY SMITH BOARD MEMBER 2.00 X 0 0 0 KATHERINE WELLS MPH BOARD MEMBER 2.00 X 0 0 0 BLAIRE BRYANT MPH EX-OFFICIO 2.00 X 0 0 0 DALEN HARRIS EX-OFFICIO - UNTIL 09/2022 2.00 X 0 0 0 LORI FREEMAN MBA CHIEF EXECUTIVE OFFICER 54.11 2.00 X 325809 0 57043 JEROME CHESTER MS MBA CHIEF FINANCIAL OFFICER 48.15 2.00 X 196446 0 28145 BHARTESH TRIPATHI CONTROLLER 41.69 X 172295 0 36180 LEE LYNN SENIOR ADVISOR, HR 45.27 X 172295 0 26038 CHRIS ALDRIDGE SENIOR ADVISOR 37.36 X 156121 0 40218 ADRIANE CASALOTTI CHIEF,GOV'T AFFAIRS&PUBLIC RELATIONS 37.50 X 172577 0 22466 AARON ALFORD SENIOR DIRECTOR, R & E 37.50 X 156958 0 37896 1352501 0 247986 27 0 1 0 PUBLIC HEALTH SOLUTIONS 40 WORTH ST 5TH FLOOR NEW YORK NY 10013 PROGRAM SUPPORT 450000 MATHEMATICA INC PO BOX 825996 PHILADELPHIA PA 19182 PROGRAM SUPPORT 349703 DE BEAUMONT FOUNDATION 7501 WISCONSIN AVE SUITE 1310 E BETHESDA MD 20814 PROGRAM SUPPORT 303000 EXECUSOURCE LLC PO BOX 75343 CHICAGO IL 60675 PROGRAM SUPPORT 273747 GEORGIA STATE UNIVERSITY 55 PARK PLACE 8TH FLOOR ATLANTA GA 30302 PROGRAM SUPPORT 247684 36 44594735 109742 44704477 CONFERENCES/MEETINGS 900099 1305795 1139786 166009 MEMBERSHIP DUES 900099 1141281 1141281 CONSULTING 900099 860613 860613 PROJECT FEES 900099 17500 17500 PUBLICATION SALES 900099 15655 1156 14499 500 500 3341344 25082 25082 58298 58298 REBATES 900099 11542 11542 MISCELLANEOUS 900099 5453 5453 MAILING LABEL REVENUE 900099 364 364 17359 48146560 3160836 14499 266748 X 636493 3288 633205 11549173 9709281 1839892 433550 367809 65741 1526135 1273226 252909 884358 709745 174613 128149 128149 41789 41789 19229492 19072049 157443 418497 358414 60083 934251 770462 163789 1228386 986300 242086 836690 767184 69506 606829 574920 31909 277521 222839 54682 92110 74634 17476 SUBCONTRACTS 6452637 6452637 MRC SPONSOR FEES 1968127 1952013 16114 TRAINING 95273 81681 13592 DUES & SUBSCRIPTIONS 23297 20790 2507 2654 2654 47365411 43399926 3965485 0 185 185 3987360 3729310 8019360 11556393 84077 452929 267018 577379 2934453 1752558 1459416 1181895 631540 568115 221867 221868 14670823 18288074 7060406 10326826 1801050 2323533 400400 0 2612832 2347498 11874688 14997857 X 2724518 3218600 71617 71617 2796135 3290217 14670823 18288074 781149 -88325 -198742 0 X 0 1 X 1 1 1 X 20152750 18729406 23629813 30928486 44704477 138144932 20152750 18729406 23629813 30928486 44704477 138144932 138144932 89076 127500 87275 76453 83380 463684 14449 14449 725 1784 2928 2240 5817 13494 138636559 15420372 0.99650 0.99600 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2017 AMOUNT: $ 725. 2018 AMOUNT: $ 1,784. 2019 AMOUNT: $ 2,928. 2020 AMOUNT: $ 2,240. 2021 AMOUNT: $ 5,817. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 93193 29928 123121 47242290 47365411 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 259954 228154 215879 123121 827108 250000 250000 250000 250000 1000000 1500000 122273 132711 131023 93193 479200 2074230 958446 1115784 860223 794112 66111 1181895 DEFERRED RENT AND LEASE INCENTIVES 2347498 2347498 X PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X X X X 0 0 0 0 0 0 0 0 0 LORI FREEMAN MBA CHIEF EXECUTIVE OFFICER 325809 0 0 0 0 0 14500 0 42543 0 382852 0 0 0 JEROME CHESTER MS MBA CHIEF FINANCIAL OFFICER 196446 0 0 0 0 0 9576 0 18569 0 224591 0 0 0 BHARTESH TRIPATHI CONTROLLER 172295 0 0 0 0 0 8474 0 27706 0 208475 0 0 0 LEE LYNN SENIOR ADVISOR, HR 172295 0 0 0 0 0 8530 0 17508 0 198333 0 0 0 CHRIS ALDRIDGE SENIOR ADVISOR 156121 0 0 0 0 0 8180 0 32038 0 196339 0 0 0 ADRIANE CASALOTTI CHIEF,GOV'T AFFAIRS&PUBLIC RELATIONS 172577 0 0 0 0 0 8597 0 13869 0 195043 0 0 0 AARON ALFORD SENIOR DIRECTOR, R & E 156958 0 0 0 0 0 8509 0 29387 0 194854 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 OF THE FIVE CLASSES OF MEMBERSHIPS, ONLY THE ACTIVE MEMBERS ARE ENTITLED TO VOTE. THE ACTIVE MEMBERS OF NACCHO ARE LOCAL PUBLIC HEALTH DEPARTMENTS, INCLUDING OFFICES OF STATE AND TERRITORIAL HEALTH DEPARTMENTS WHICH ARE PROVIDING PUBLIC HEALTH SERVICES LOCALLY OR REGIONALLY, AND TRIBAL HEALTH DEPARTMENTS, WHICH HAVE PAID THE ANNUAL SERVICE FEE ESTABLISHED BY THE BOARD OF DIRECTORS AND WHICH MEET ANY OTHER CRITERIA ESTABLISHED FOR THIS CLASS BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE REGIONAL, AT LARGE, AND TRIBAL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY ALL ACTIVE MEMBERS BY A PLURALITY OF VOTES CAST IN THE ANNUAL ELECTION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT FEDERAL FORM 990 IS PREPARED BY NACCHO'S AUDIT FIRM BASED ON INFORMATION SUPPLIED BY NACCHO. NACCHO'S CHIEF FINANCIAL OFFICER REVIEWS THE DRAFT FEDERAL FORM 990 AGAINST THE INFORMATION SUPPLIED BY NACCHO AND THE PRIOR YEAR FEDERAL FORM 990. ANY ISSUES IDENTIFIED ARE DISCUSSED AND RESOLVED WITH THE AUDIT FIRM. NACCHO'S CHIEF FINANCIAL OFFICER REVIEWS THE DRAFT FEDERAL FORM 990 WITH NACCHO'S EXECUTIVE DIRECTOR. ANY ISSUES IDENTIFIED ARE DISCUSSED AND RESOLVED. IF NECESSARY, NACCHO'S AUDIT FIRM IS BROUGHT INTO THE DISCUSSION. NACCHO'S BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE REVIEWS THE DRAFT FEDERAL FORM 990. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO CONDUCT THE AFFAIRS OF NACCHO BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS SCHEDULED TO MEET 4 TIMES EACH YEAR AND THE EXECUTIVE COMMITTEE IS SCHEDULED TO MEET 11 TIMES EACH YEAR. ANY ISSUES IDENTIFIED ARE DISCUSSED. UNRESOLVED ISSUES ARE SENT TO NACCHO STAFF TO ANSWER AND REPORT BACK TO THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C NACCHO HAS SEPARATE CONFLICT OF INTEREST POLICIES FOR BOARD MEMBERS AND EMPLOYEES. EACH BOARD MEMBER AND EMPLOYEE IS REQUIRED TO SIGN A FORM ANNUALLY IN COMPLIANCE WITH THIS POLICY. WHEN POTENTIAL CONFLICTS OF INTEREST ARISE, OFFICERS AND DIRECTORS SHALL PRESENT THE POTENTIAL CONFLICT TO THE FULL EXECUTIVE COMMITTEE OR BOARD OF DIRECTORS, WHO WILL DETERMINE WHETHER A CONFLICT EXISTS AND WHAT STEPS SHALL BE TAKEN TO AVOID AN IMPROPRIETY BY NACCHO. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD'S EXECUTIVE COMMITTEE ACTING AS THE COMPENSATION COMMITTEE. THE DETERMINATION IS BASED ON A REVIEW OF DATA FROM COMPARABLE ORGANIZATIONS BY THE EXECUTIVE COMMITTEE. A CONTRACT IS FORMALIZED WITH THE EXECUTIVE DIRECTOR. ANY SUBSEQUENT CHANGE TO THIS DETERMINATION IS DONE BY NEGOTIATION BETWEEN THE EXECUTIVE DIRECTOR AND NACCHO'S EXECUTIVE COMMITTEE. THE LAST COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR WAS PERFORMED IN JULY OF 2021. FOR OTHER KEY EMPLOYEES THE EXECUTIVE COMMITTEE MAY REVIEW DATA FOR SIMILARLY QUALIFIED PERSON(S) IN COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS THROUGH THE USE OF SURVEYS PRODUCED BY VARIOUS ORGANIZATIONS. THE EXECUTIVE DIRECTOR, WITH CONSULTATION FROM THE PRESIDENT AND EXECUTIVE COMMITTEE WHEN REQUESTED, SETS THE SALARY RANGES FOR THE OTHER KEY EMPLOYEES. THE LAST COMPENSATION REVIEW FOR THESE INDIVIDUALS WAS PERFORMED IN JULY OF 2021. FORM 990, PART VI, SECTION C, LINE 19 NACCHO'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT NACCHO'S OFFICE UPON REQUEST. NACCHO'S FEDERAL FORM 990 IS AVAILABLE VIA THE INTERNET AT WWW.GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G BUSINESS CONSULTING: PROGRAM SERVICE EXPENSES 18,737,890. MANAGEMENT AND GENERAL EXPENSES 39,763. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,777,653. HR TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 251,272. MANAGEMENT AND GENERAL EXPENSES 99,868. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 351,140. RECRUITING FEES: PROGRAM SERVICE EXPENSES 65,010. MANAGEMENT AND GENERAL EXPENSES 17,812. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,822. HONORARIA: PROGRAM SERVICE EXPENSES 17,877. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,877. THE FOUNDATION FOR THE PUBLIC'S HEALTH 1201 EYE STREET NW 4TH FLOOR WASHINGTON DC 20005 472127796 SUPPORT LOCAL HEALTH DEPARTMENTS DC 501(C)(3) LINE 7 NACCHO 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0