2023-11-13T17:20:49-06:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2022-01-01 133480246 NAF NAF 2126352400 218 WEST 40TH STREET 5TH FLOOR NEW YORK NY 10018 CRAIG W LOVE CHIEF FINANCIAL OFFICER 2126352400 2023-11-13 1 CRAIG LOVE XXX-XX-XXXX 1 EVA MRUK P00543254 2122862600 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA DUGHI 218 WEST 40TH STREET 5TH FLOOR NEW YORK NY 10018 20428288 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. 20 20 111 4250 0 0 17698936 11626385 927397 1859358 290635 211522 -97100 -138868 18819868 13558397 1921017 1358783 0 0 12829253 13054182 71000 161460 2713799 8303275 9991219 23124545 24565644 -4304677 -11007247 28094768 19081833 3664685 6243639 24430083 12838194 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 4606084 379444 520620 THE ACADEMY OF FINANCE, WHICH OPERATES 175 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. 2816291 232003 318322 THE ACADEMY OF INFORMATION TECHNOLOGY, WHICH OPERATES 107 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. 2368843 195143 267748 THE ACADEMY OF ENGINEERING, WHICH OPERATES 90 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). 6670523 552193 752668 THE ACADEMY OF HEALTH SCIENCES, WHICH OPERATES 88 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. 6670523 552193 752668 16461741 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 104 0 111 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 20 20 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 SANFORD I WEILL CHAIRMAN 4.00 X X 0 0 0 KENNETH I CHENAULT VICE CHAIRMAN 4.00 X X 0 0 0 ROBERT F SMITH VICE CHAIRMAN 4.00 X X 0 0 0 EUGENE A LUDWIG SECRETARY 4.00 X X 0 0 0 SANJIV YAJNIK TREASURER, THRU 9/2022 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 M DOUGHTIE DIRECTOR 4.00 X 0 0 0 BARBARA BENIOFF FRIEDMAN DIRECTOR, THRU 2/2022 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 ERIN MCSWEENEY DIRECTOR 4.00 X 0 0 0 HAROLD MCGRAW III DIRECTOR, THRU 2/2022 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 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 L 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, THRU 9/2022 4.00 X 0 0 0 MATTHEW ZIELINSKI DIRECTOR 4.00 X 0 0 0 LISA DUGHI CHIEF EXECUTIVE OFFICER 40.00 X 534683 0 58468 BRENDA B BARRY CHIEF PROGRAM OFFICER THRU DEC. 2022 40.00 X 283652 0 71051 COLLEEN M DEVERY CHIEF STRATEGY OFFICER 40.00 X 279724 0 66297 CRAIG W LOVE CFO & TREASURER EFF. 09/2022 40.00 X 265069 0 49185 ELIZABETH PEREZ CHIEF PARTNERSHIP OFFICER 40.00 X 258127 0 54777 MARYANNE BLOOMFIELD CHIEF ADVANCEMENT OFFICER, THRU 2/2022 40.00 X 84569 0 12210 VALAIDA DANIELLE WYNN CHIEF ADVANCEMENT OFFICER, EFF. 7/2022 40.00 X 129774 0 24564 REEDY WADE VP, ACADEMY DEVELOPMENT & IMPACT 40.00 X 178788 0 32140 MARC A LESSER VP, RESEARCH AND TECHNOLOGY 40.00 X 176657 0 27110 SANDRA R GREER-SANDERS VP, DEI & TALENT DEVELOPMENT 40.00 X 176118 0 17830 WILLIAM TAYLOR VP OUTREACH & PARTNERSHIP DEV. THRU DEC. 2022 40.00 X 173915 0 36087 TARAWHONA DAVIS BELLEVUE VP, IDEA STRATEGY 40.00 X 171853 0 40033 LINDSEY DIXON VP, PRODUCT & INNOVATION 40.00 X 168434 0 32255 HELEN S BLANCH VP, CURRICULUM & INSTRUCTION 40.00 X 162769 0 30537 CAMILLE L CURRIE VP, MARKETING & COMM., EFF. 2/2022 40.00 X 155229 0 24653 UMANG BERI SR. DIR., SYSTEMS & DATA APPS 40.00 X 153397 0 51654 DEMETHOUS F CHAMBLISS DIRECTOR, NETWORK EVALUATION 40.00 X 146486 0 51884 KEISHA STEPHENSON TAYLOR SR DIR., ALUM. & POSTSECONDARY ENGAGE. 40.00 X 143373 0 48046 BROOKE A RICE VP WORK-BASED LEARNING & ADVISORY BOARD ACTIVATION 40.00 X 141021 0 39856 JAMES B COLE SR. DIR., PARTNERSHIP ACTIVATION 40.00 X 139317 0 18111 JONDEL HOYE FORMER CHIEF EXECUTIVE OFFICER 0.00 X 103949 0 13501 4026904 0 800249 49 1 1 0 ORGANIZATIONAL SERVICES INC 3380 TRAVIS POINTE ROAD SUITE H ANN HARBOR MI 48108 CONFERENCE ADMINISTRATION 811913 MODUS ASSOCIATES LLC 3003 PURCHASE STREET UNIT 159 PURCHASE NY 10577 CONSULTING SERVICES 611884 NOCTI INC 500 N BRONSON AVENUE BIG RAPIDS MI 49307 IT PROJECT MANAGEMENT 517213 SC PARTNERS LLC 10240 WEST MCNICHOLS ROAD DETROIT MI 48221 STUDENT ACTIVITY EVENT PLANNING & PROJEC 440736 AMERICAN INSTITUTES FOR RESEARCH 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 MARKET DATA AND RESEARCH 295500 17 1023750 99000 10503635 137549 11626385 MEMBERSHIP DUES 541900 1272849 1272849 CONFERENCE REGISTRATION FEES 541900 306212 306212 SCHOOL DISTRICT CONTRACTS 541900 280297 280297 1859358 208126 208126 6672019 6668623 3396 3396 3396 62400 1023750 201268 -138868 -138868 13558397 1859358 0 72654 X 1344783 1344783 14000 14000 3776558 1987802 1010227 778529 117450 58724 29363 29363 6770048 4726761 1119818 923469 627631 435177 104862 87592 927632 611901 179592 136139 834863 534312 166973 133578 13009 13009 250603 250603 254826 254826 161460 161460 3567426 3354798 95955 116673 776841 408251 201974 166616 837238 157037 646155 34046 1301076 885115 292784 123177 1083182 257116 826065 1 1365039 1036627 310167 18245 382363 365876 16487 2721 2721 STAFF PROFESSIONAL DEVE 84737 28635 51191 4911 BAD DEBT EXPENSES 35050 35050 REPAIRS & MAINTENANCE 20853 20853 OTHER EXPENSES 16255 16255 24565644 16461741 5390104 2713799 6827869 2179339 3867700 872564 6226721 3833290 546196 934149 181080 273097 3377982 3374345 6358 3637 10199091 6074463 239753 4911294 28094768 19081833 2528360 471448 459623 489348 14200 19452 662502 5263391 3664685 6243639 X 8888481 4685411 15541602 8152783 24430083 12838194 28094768 19081833 -11007247 -584642 0 X X 0 1 X 1 0 X 15926054 24033694 23522879 17698936 11626385 92807948 15926054 24033694 23522879 17698936 11626385 92807948 32271600 60536348 273534 348208 415080 283873 208126 1528821 1499 1499 94338268 8848795 0.64170 0.54210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CURRICULUM PROJECTS - OTHER INCOME - 2020 AMOUNT: $ 1,499. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 254826 0 1 267739 522565 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 RANKING 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 707442 -55340 652102 582953 124489 707442 515865 67088 582953 417276 98589 515865 634404 2872 220000 417276 1.00000 0 0 207497 206842 655 470288 470288 0 2700197 2697215 2982 3637 SECURITY DEPOSITS 239753 RIGHT OF USE ASSET - OPERATING LEASE, NET 4671541 4911294 LEASE LIABILITY, OPERATING LEASE 5263391 5263391 X 13216041 -584642 41018 201268 -342356 13558397 0 13558397 24807930 41018 201268 242286 24565644 0 24565644 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. 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 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED ON PART VIII, LINE 8B 201,268. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE INCLUDED ON PART VIII, LINE 8B 201,268. X X X X X 1 DS CONSULTING GROUP 757 THIRD AVENUE 20TH FL NEW YORK NY 10017 ANNUAL BENEFIT 0 1086150 48000 1038150 THE PHOENIX PHILANTHROPY GROUP INC 3301 E GLENROSA AVENUE PHOENIX AZ 85018 FUNDRAISING STRATEGY CONSULTING 0 975000 113460 861540 2061150 161460 1899690 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 ANNUAL BENEFIT 1086150 1023750 62400 54886 77000 2500 66882 1086150 1023750 62400 54886 77000 2500 66882 201268 -138868 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, THE ORGANIZATION WILL REMIT A MONTHLY FEE TO THE PHOENIX PHILANTHROPY GROUP, INC. THE FEE DOES NOT INCLUDE ADMINISTRATIVE EXPENSES RELATED TO CLIENT PROJECT SUCH AS POSTAGE OR PRINTING FOR MEETINGS, WHICH WILL BE BILLED AT COST FOR REIMBURSEMENT. IF APPLICABLE, TRAVEL EXPENSES INCLUDING AIR TRAVEL, ACCOMMODATIONS, TRANSPORTATION, MEALS, MILEAGE, AND PARKING WILL ALSO BE BILLED AT COST FOR REIMBURSEMENT. 1 FRIENDSHIP PUBLIC CHARTER SCHOOL INC 1400 FIRST STREET NW WASHINGTON DC 20001 582398964 501(C)(3) 200000 0 TECHNOLOGY LAB EQUIPMENT / RAYTHEON GRANT DC PUBLIC EDUCATION FUND 3407 14TH STREET NW WASHINGTON DC 20010 261607955 501(C)(3) 200000 0 TECHNOLOGY LAB EQUIPMENT/RAYTHEON GRANT READYCT 350 CHURCH STREET 3RD FLOOR HARTFORD CT 06103 274704040 501(C)(3) 150000 0 SUB-GRANT SPONSORED BY RAYTHEON GRANT DALLAS EDUCATION FOUNDATION 9400 NORTH CENTRAL EXPRESSWAY MAILBOX 19 DALLAS TX 75231 205533398 501(C)(3) 118250 0 TECHNOLOGY LAB EQUIPMENT/RAYTHEON GRANT NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7205 RALEIGH NC 27695 566000756 SECTION 115 99973 0 TRIO PROGRAM SUMMER COLLEGE EXPERIENCE IN STEM DETROIT PUBLIC SCHOOLS COMMUNITY DISTRICT 3011 WEST GRAND BOULEVARD 11TH FLOOR DETROIT MI 48202 812847693 SECTION 115 75000 0 FUND II STEM SUB-GRANT MIT COMPUTER SCIENCE AND ARTIFICIAL INTEL 32 VASSAR STREET CAMBRIDGE MA 02139 954893200 501(C)(3) 45500 0 MIT APP INVENTOR PROGRAM UWM FOUNDATION INC 1440 E NORTH AVENUE MILWAUKEE WI 53202 237337744 501(C)(3) 35000 0 FUTURE READY SCHOLARS SUMMER PROGRAM GLOBAL INITIATIVES INC PO BOX 5146 WEST CHESTER PA 19380 161501127 501(C)(3) 25000 0 GLOBAL TRAVEL AND TOURISM PARTNERSHIP DALLAS INDEPENDENT SCHOOL DISTRICT 3700 ROSS AVENUE DALLAS TX 75204 756001278 SECTION 115 20000 0 CAPITAL ONE STUDENT INTERN SALARIES SCHOOL DISTRICT OF UNIVERSITY CITY 8136 GROBY ROAD UNIVERSITY CITY MO 63130 436003857 SECTION 115 18200 0 FUTURE READY LAB STUDENT INTERN SALARIES DC PUBLIC EDUCATION FUND 3407 14TH STREET NW WASHINGTON DC 20010 261607955 501(C)(3) 16400 0 SUB-GRANT SPONSORED BY RAYTHEON GRANT GOLDEN GATE HIGH SCHOOL 2925 TITAN WAY X NAPLES FL 34116 596000557 SECTION 115 15000 0 DISTINGUISHED ACADEMY AWARDS PORTERVILLE PATHWAYS FOUNDATION 600 W GRAND AVENUE PORTERVILLE CA 93257 822628309 501(C)(3) 10000 0 DISTINGUISHED ACADEMY AWARDS CHARLOTTE-MECKLENBURG BOARD OF EDUCATION PO BOX 30035 CHARLOTTE NC 28230 566001074 SECTION 115 10000 0 DISTINGUISHED ACADEMY AWARDS 15 0 SCHOLARSHIPS 3 14000 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. 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 LISA DUGHI CHIEF EXECUTIVE OFFICER 449211 0 0 0 85472 0 49595 0 8873 0 593151 0 0 0 BRENDA B BARRY CHIEF PROGRAM OFFICER THRU DEC. 2022 240172 0 3000 0 40480 0 37934 0 33117 0 354703 0 0 0 COLLEEN M DEVERY CHIEF STRATEGY OFFICER 243111 0 3000 0 33613 0 37050 0 29247 0 346021 0 0 0 CRAIG W LOVE CFO & TREASURER EFF. 09/2022 238417 0 3000 0 23652 0 24539 0 24646 0 314254 0 0 0 ELIZABETH PEREZ CHIEF PARTNERSHIP OFFICER 252242 0 3000 0 2885 0 23030 0 31747 0 312904 0 0 0 TARAWHONA DAVIS BELLEVUE VP, IDEA STRATEGY 153703 0 3000 0 15150 0 22842 0 17191 0 211886 0 0 0 REEDY WADE VP, ACADEMY DEVELOPMENT & IMPACT 160074 0 3000 0 15714 0 23394 0 8746 0 210928 0 0 0 WILLIAM TAYLOR VP OUTREACH & PARTNERSHIP DEV. THRU DEC. 2022 159939 0 250 0 13726 0 23287 0 12800 0 210002 0 0 0 UMANG BERI SR. DIR., SYSTEMS & DATA APPS 131522 0 3250 0 18625 0 20832 0 30822 0 205051 0 0 0 MARC A LESSER VP, RESEARCH AND TECHNOLOGY 170923 0 3000 0 2734 0 16199 0 10911 0 203767 0 0 0 LINDSEY DIXON VP, PRODUCT & INNOVATION 153586 0 3000 0 11848 0 15244 0 17011 0 200689 0 0 0 DEMETHOUS F CHAMBLISS DIRECTOR, NETWORK EVALUATION 130230 0 3000 0 13256 0 20063 0 31821 0 198370 0 0 0 SANDRA R GREER-SANDERS VP, DEI & TALENT DEVELOPMENT 170368 0 3000 0 2750 0 15970 0 1860 0 193948 0 0 0 HELEN S BLANCH VP, CURRICULUM & INSTRUCTION 151640 0 3500 0 7629 0 21328 0 9209 0 193306 0 0 0 KEISHA STEPHENSON TAYLOR SR DIR., ALUM. & POSTSECONDARY ENGAGE. 129522 0 3000 0 10851 0 19264 0 28782 0 191419 0 0 0 BROOKE A RICE VP WORK-BASED LEARNING & ADVISORY BOARD ACTIVATION 123729 0 3000 0 14292 0 19043 0 20813 0 180877 0 0 0 CAMILLE L CURRIE VP, MARKETING & COMM., EFF. 2/2022 152412 0 2000 0 817 0 14279 0 10374 0 179882 0 0 0 JAMES B COLE SR. DIR., PARTNERSHIP ACTIVATION 118029 0 3000 0 18288 0 18111 0 0 0 157428 0 0 0 VALAIDA DANIELLE WYNN CHIEF ADVANCEMENT OFFICER, EFF. 7/2022 122283 0 2000 0 5491 0 11754 0 12810 0 154338 0 0 0 JONDEL HOYE FORMER CHIEF EXECUTIVE OFFICER 0 0 0 0 103949 0 13501 0 0 0 117450 0 0 0 PART I, LINE 4A PURSUANT TO THE TERMS AND CONDITIONS STIPULATED IN MARYANNE BLOOMFIELD, CHIEF ADVANCEMENT OFFICER'S, SEVERANCE AGREEMENT, THE ORGANIZATION PAID SEVERANCE PAYMENT TO HER IN THE AMOUNT OF $32,313 IN 2022. THIS PAYMENT WAS TREATED AS TAXABLE COMPENSATION TO THE RECIPIENT. 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' 2022 FORMS W-2, AND REPORTED ON SCHEDULE J, PART II IN COLUMN B (II). X 4 137549 AVG. SELLING PRICE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN (B). FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A: THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. FORM 990, PART VI, SECTION A, LINE 2 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. FORM 990, PART IX, LINE 11G COMMUNITY IMPACT: PROGRAM SERVICE EXPENSES 518,005. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 518,005. RESEARCH: PROGRAM SERVICE EXPENSES 1,072,328. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,072,328. CURRICULUM DEVELOPMENT: PROGRAM SERVICE EXPENSES 444,314. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 444,314. CONSULTING AND PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 36,907. MANAGEMENT AND GENERAL EXPENSES 95,955. FUNDRAISING EXPENSES 116,673. TOTAL EXPENSES 249,535. PROGRAM SERVICE CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,283,244. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,283,244. 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.