2023-11-15T15:32:20-06:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 521482678 NATIONAL WIC ASSOCIATION NATI 2022325492 1099 14TH STREET NW WASHINGTON DC 20005 GEORGIA MACHELL COO 2022325492 2023-11-15 1 GEORGIA MACHELL XXX-XX-XXXX 0 RICHARD J LOCASTRO CPA P00288314 3019519090 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X GEORGIA MACHELL 1099 14TH STREET NW WASHINGTON DC 20005 9559577 0 X WWW.NWICA.ORG X 1985 DC SEE PART III, LINE 1. 24 24 29 37 0 0 1249172 4271405 2518842 3169594 481613 410564 225854 10142 4475481 7861705 344149 8945 0 0 2415061 2346348 0 114000 165717 3349748 4067588 6108958 6536881 -1633477 1324824 8807492 10380230 2066064 3567881 6741428 6812349 X THE NATIONAL WIC ASSOCIATION PROVIDES ITS MEMBERS WITH TOOLS AND LEADERSHIP TO EXPAND AND SUSTAIN EECTIVE NUTRITION SERVICES FOR MOTHERS AND YOUNG CHILDREN. 0 0 1610523 1709059 RECRUITMENT AND RETENTION CAMPAIGN: RECRUITMENT AND RETENTION CAMPAIGN IS DESIGNED TO EDUCATE, ENROLL AND RETAIN ELIGIBLE FAMILIES IN THE WIC PROGRAM AND INCREASE THE POSITIVE PERCEPTION OF WIC. SPECIFICALLY, THE CAMPAIGN PROVIDES A UNIFIED WIC BRAND TO PARTICIPATING STATES, PAID MARKETING OPPORTUNITIES, AND TECHNICAL ASSISTANCE TO IMPLEMENT CAMPAIGN MARKETING TOOLS. WE HAVE A TWO-PRONGED APPROACH TO ACCOMPLISH THE CAMPAIGN'S OBJECTIVES: NATIONAL-LEVEL MARKETING AND WORKING CLOSELY WITH WIC STAFF. ON A NATIONAL LEVEL, THE CAMPAIGN FOCUSES ON DIGITAL AND SOCIAL ADS, MEDIA OUTREACH, AND A CENTRALIZED WEBSITE. NWA SUPPORT WIC AGENCIES AND THEIR OUTREACH EFFORTS BY PROVIDING THEM WITH NUMEROUS RESOURCES. 847282 1278001 CONFERENCES: NWA CONFERENCES OFFER AN EXCELLENT OPPORTUNITY FOR NWA PARTNERS AND WIC STAKEHOLDERS TO ACQUIRE NEW SKILLS AND TO NETWORK WITH AN ESTIMATED 1,000 PEERS, AND COLLEAGUES ALONG WITH EXHIBITORS WHO WILL PROVIDE WIC-RELATED PRODUCTS AND SERVICES FOR PARTICIPANTS. 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. 392184 27734 PUBLIC POLICY & OTHER: 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 LOCAL AGENCIES; BUILD GRASSROOTS ADVOCACY CAPACITY THROUGH EDUCATION, ADVOCACY FELLOWSHIP PROGRAMMING, RESOURCE DEVELOPMENT, REPORTS, AND WEBINARS; STORY COLLECTION CAMPAIGNS AND MORE RECENTLY, ELEVATING WIC PARTICIPANT VOICES THROUGH INITIATIVES SUCH AS THE PARTICIPANT ADVISORY COUNCIL. 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. 363875 8945 64000 MEMBER SERVICES: THE CORE FUNCTION OF MEMBER SERVICES REVENUE IS 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, SPECIAL PROJECTS, 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. 363875 8945 64000 3213864 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 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 WASHINGTON DC 20005 BERRY KELLY CHAIR 2.00 X X 0 0 0 BRITTANY TYBO SECRETARY 2.00 X X 0 0 0 PAULA GARRETT BOARD MEMBER 2.00 X 0 0 0 STEPHANIE BENDER BOARD MEMBER 2.00 X 0 0 0 JODY SHRIVER BOARD MEMBER 2.00 X 0 0 0 KATE FRANKEN BOARD MEMBER 2.00 X 0 0 0 REBECCA GRUENES BOARD MEMBER 2.00 X 0 0 0 BETH HONERMAN BOARD MEMBER 2.00 X 0 0 0 DAVE THOMASON BOARD MEMBER 2.00 X 0 0 0 LAKEISHA DAVIS BOARD MEMBER 2.00 X 0 0 0 CHERI NEMEC BOARD MEMBER 2.00 X 0 0 0 LISSA SIROIS BOARD MEMBER 2.00 X 0 0 0 REGINA BRADY BOARD MEMBER 2.00 X 0 0 0 SAMANTHA BLANCHARD BOARD MEMBER 2.00 X 0 0 0 MEAGHAN JENKINS BOARD MEMBER 2.00 X 0 0 0 ANGELA HAMMOND-DAMON BOARD MEMBER 2.00 X 0 0 0 MARY ANNE BURGHARDT BOARD MEMBER 2.00 X 0 0 0 SARAH BENNETT BOARD MEMBER 2.00 X 0 0 0 CHRISTINA WINDRIX BOARD MEMBER 2.00 X 0 0 0 MITZI FRITSCHEN BOARD MEMBER 2.00 X 0 0 0 TECORA SMITH BOARD MEMBER 2.00 X 0 0 0 ERIN ANGELA CAMACHO BOARD MEMBER 2.00 X 0 0 0 KAREN MULLEN BOARD MEMBER 2.00 X 0 0 0 LAURA SPAULDING BOARD MEMBER 2.00 X 0 0 0 CECILIA RICHARDSON VICE PRESIDENT (THROUGH 08/22) 40.00 X 462294 0 18888 GEORGIA MACHELL COO 40.00 X 147340 0 9428 MARGARET WIGGLESWORTH INT. PRES. & CEO 40.00 X 0 0 0 DOUGLAS GREENAWAY PRESIDENT & CEO (THROUGH 02/22) 40.00 X 649194 0 18888 BRIAN DITTMEIER DIRECTOR OF PUBLIC POLICY 40.00 X 135773 0 1927 1394601 0 49131 4 0 1 0 CREATIVE MARKETING RESOURCES INC 250 E WISCONSIN AVE STE 980 MILWAUKEE WI 53202 MARKETING FIRM 1841256 PRECON EVENTS 11910 PARKLAWN DR STE T ROCKVILLE MD 20852 AUDIO & VISUAL SERVICES 470289 KORN FERRY 1900 AVENUE OF THE STARS STE 1500 LOS ANGELES CA 90067 EMPLOYMENT CONSULTING FIRM 385168 SHERATON NEW ORLEANS HOTEL 500 CANAL ST NEW ORLEANS LA 70130 CONF. VENUE & HOSPITALITY SERVICES 276889 HYATT REGENCY ORLANDO 9801 INTERNATIONAL DR ORLANDO FL 32819 CONF. VENUE & HOSPITALITY SERVICES 111943 7 459337 238548 3573520 4271405 RECRUITMENT & RET. 900099 1709059 1709059 CONFERENCE 900099 1368801 1278001 90800 LEADERSHIP ACADEMY 900099 64000 64000 PROGRAM SERVICE REV. 900099 27734 27734 3169594 226146 226146 10142 10142 1882290 1697872 184418 184418 184418 7861705 3078794 0 511506 X 8945 8945 1306032 1306032 737035 597464 114365 25206 6684 2448 4133 103 166403 119375 41942 5086 130194 130194 65637 65637 45370 45370 114000 114000 41415 41415 829179 67525 744080 17574 1559467 1545478 13989 289525 139877 149612 36 157890 10867 144195 2828 172279 147 172132 120660 56462 63933 265 642919 626567 16352 1882 237 1645 15585 15585 6917 6917 CALENDAR COST OF SALES 50795 50795 DUE AND SUBSCRIPTIONS 19551 -360 19911 REGISTRATIONS 15194 11802 3163 229 SOFTWARE & LICENSES 10772 8367 2242 163 22551 18663 3661 227 6536881 3213864 3157300 165717 267749 321908 48991 348607 2228100 340744 2326609 86514 118739 301070 269902 46753 31168 7552351 5002432 461723 2667 2667 8807492 10380230 732516 940409 750451 2599060 28412 583097 2066064 3567881 X 6406416 3959067 335012 2853282 6741428 6812349 8807492 10380230 1324824 -1253903 0 X 0 0 0 X 3824195 3224520 2904480 1249172 4271405 15473772 3824195 3224520 2904480 1249172 4271405 15473772 3223221 12250551 278686 213233 191451 359099 327088 1369557 16843329 10570851 0.72730 0.87460 X 0.94810 0.05190 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 48000 48000 6333466 6381466 469073 117268 0 0 372112 389458 447736 469073 1678379 2517569 203943 141526 16964 48000 410433 93028 97365 111934 117268 419595 629393 0 0 0 301070 269902 31168 31168 X 1 MXG STRATEGIES LLC 4967 BUTTERWORTH PLACE NW WASHINGTON DC 20016 PROPOSAL & GRANT WRITING 0 0 114000 -114000 114000 -114000 DC 1 MBF MEMBER SCHOLARSHIPS 42 8945 PART I, LINE 2: FUNDS WERE FOR MEMBERS TO PARTICIPATE IN NWA CONFERENCES. FUNDS COVERED THEIR FEES TO PARTICIPATE. THE ORGANIZATION FOLLOWS ESTABLISHED DISBURSEMENT PROCEDURES THAT ENSURE ALL PAYMENTS ARE PROPERLY DOCUMENTED, SUPPORTED, RECORDED. X X 1 0 0 0 0 0 0 1 0 DOUGLAS GREENAWAY PRESIDENT & CEO (THROUGH 02/22) 143946 0 11463 0 493785 0 0 0 18888 0 668082 0 0 0 CECILIA RICHARDSON VICE PRESIDENT (THROUGH 08/22) 30915 0 0 0 431379 0 0 0 18888 0 481182 0 0 0 GEORGIA MACHELL COO 147340 0 0 0 0 0 1493 0 7935 0 156768 0 0 0 PART I, LINE 4A DOUGLAS GREENAWAY AND CECILIA RICHARDSON EACH RECEIVED A SEVERANCE PAYMENT OF $128,113 AND $247,122, RESPECTIVELY. PART I, LINE 7 DOUGLAS GREENAWAY RECEIVED A $11,463 BONUS. 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. DUES ARE FIXED BY VOTE OF THE MEMBERSHIP OF THE ASSOCIATION UPON RECOMMENDATION 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: - INSTALL A NOMINATING COMMITTEE - HEAR REPORTS - SET POLICY AND/OR TAKE POSITIONS IN THE NAME OF THE ASSOCIATION - INSTRUCT THE BOARD OF DIRECTORS - CONDUCT OTHER BUSINESS OF THE ASSOCIATION - VOTE ON BYLAWS 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. 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 AN ANNUAL SALARY SURVEY DETAILING COMPENSATION FROM SIMILIAR ORGANIZATIONS IS OBTAINED. A COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES ANNUALLY AND RECOMMENDS A COMPENSATION RANGE FOR THE BOARD TO APPROVE. THE COMPENSATION REVIEW PROCESS FOR OFFICERS IS DISCUSSED AND DOCUMENTED. 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. FORM 990, PART IX, LINE 11G TEMP. CEO & TEMP. COMPTROLLER FEES: PROGRAM SERVICE EXPENSES 51,177. MANAGEMENT AND GENERAL EXPENSES 563,940. FUNDRAISING EXPENSES 13,319. TOTAL EXPENSES 628,436. RESEARCH & EVALUATION: PROGRAM SERVICE EXPENSES 12,590. MANAGEMENT AND GENERAL EXPENSES 138,733. FUNDRAISING EXPENSES 3,277. TOTAL EXPENSES 154,600. GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 846. MANAGEMENT AND GENERAL EXPENSES 9,319. FUNDRAISING EXPENSES 220. TOTAL EXPENSES 10,385. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 1,020. MANAGEMENT AND GENERAL EXPENSES 11,240. FUNDRAISING EXPENSES 265. TOTAL EXPENSES 12,525. SURVEYS & POLLING: PROGRAM SERVICE EXPENSES 1,514. MANAGEMENT AND GENERAL EXPENSES 16,684. FUNDRAISING EXPENSES 394. TOTAL EXPENSES 18,592. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 378. MANAGEMENT AND GENERAL EXPENSES 4,164. FUNDRAISING EXPENSES 99. TOTAL EXPENSES 4,641.