2022-05-13T15:05:16-05:00 2021-06-30 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-07-01 135643515 NATIONAL ASSOCIATION OF SOCIAL WORKERS NATI 2023368249 750 FIRST STREET NE NO 800 WASHINGTON DC 20002 DR ANTHONY MCCLAIN CHIEF EXECUTIVE OFFICER 2023368249 2022-05-06 1 DR ANTHONY MCCLAIN XXX-XX-XXXX FREDERICK LONGWOOD P00439715 2022932200 2022-05-10 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z DR ANTHONY MCCLAIN 750 FIRST STREET NE NO 800 WASHINGTON DC 20002 35769060 0 X WWW.SOCIALWORKERS.ORG X 1955 DE SUPPORT PROFESSIONAL DEVELOPMENT, ADVANCE SOUND SOCIAL POLICIES AND MAINTAIN PROFESSIONAL STANDARDS FOR SOCIAL WORKERS. 21 21 246 200 1611363 703093 563264 769333 29602583 31565064 527657 766451 1710368 2391822 32403872 35492670 3054 9205 0 0 19633375 19570960 0 0 0 14696528 13687804 34332957 33267969 -1929085 2224701 79075254 94635526 17840958 22590788 61234296 72044738 X THE NATIONAL ASSOCIATION OF SOCIAL WORKERS, INC.'S (NASW) EXEMPT PURPOSE IS TO IMPROVE AND EXTEND THE SOCIAL WORK PROFESSION THROUGH ADVANCEMENT OF SOUND SOCIAL POLICIES AND PROGRAMS, PROVISION OF MEMBERSHIP SERVICES, AND CREATION AND MAINTENANCE OF PROFESSIONAL STANDARDS AND TO ENSURE THE PROFESSIONAL DEVELOPMENT OF MEMBERS. 0 0 POLICY:- PROVIDED INPUT ON NUMEROUS PROPOSED FEDERAL AND STATE REGULATIONS.- SIGNED ONTO OVER 100 LETTERS SUPPORTING LEGISLATION THAT WILL ASSIST THE SOCIAL WORK WORKFORCE AND OUR CLIENTS.- REPRESENTED SOCIAL WORKERS IN SCORES OF NATIONAL, STATE AND LOCAL COALITIONS. TRAINED NASW CHAPTER STAFF IN USING ONLINE ADVOCACY PLATFORM AND ASSOCIATED ADVOCACY TOOLS.- WORKED WITH CHAMPIONS IN CONGRESS TO INTRODUCE AND GET SUPPORT FOR SOCIAL WORK LEGISLATION, THAT REGARDS REIMBURSEMENT, SCOPE OF PRACTICE, NEW POSITIONS IN SCHOOLS AND INTEGRATED CARE, AMONG OTHER TOPICS.- WORKED IN COALITION TO ADVOCATE FOR STUDENT LOAN DEBT RELIEF, WHICH RESULTED IN THE DEPARTMENT OF EDUCATION'S DECISION TO ISSUE A PUBLIC SERVICE LOAN FORGIVENESS WAIVER.- MOBILIZED THOUSANDS OF SOCIAL WORKERS TO ADVOCATE FOR LEGISLATION AND REGULATIONS WITH MEMBERS OF CONGRESS AND THE ADMINISTRATION.PROFESSIONAL DEVELOPMENT:- DELIVERED OVER 60,000 HOURS OF ONLINE TRAINING- PROVIDED CURATED CONTENT TO SPECIALTY PRACTICE SECTIONS IN 11 SPECIALTY AREAS - RELAUNCHED NASW JOB BOARD, WHICH CONNECTS PROFESSIONAL SOCIAL WORKERS WITH CAREER ADVANCEMENT OPPORTUNITIES- HELD VIRTUAL CAREER FAIR CONNECTING OVER 80 EMPLOYERS WITH HUNDREDS OF JOB SEEKERS- LAUNCHED LEADERSHIP SUMMIT- HELD SEVERAL VIRTUAL EVENTS ON VARIOUS CLINICAL AND SOCIAL JUSTICE TOPICS- HELD SEVERAL COVID-19 WEBINARS TO EDUCATE SOCIAL WORK PROFESSIONALS ON FACTS AND DATA ABOUT THE VIRUS AND THE VACCINES- HOSTED, PRESENTED AND LED A SERIES OF "AN HOUR WITH PRIVATE PRACTICE: QUESTIONS AND ANSWERS" TO PROVIDE ASSISTANCE TO CLINICAL SOCIAL WORKERS ON MAJOR ISSUES ENCOUNTERED IN PRIVATE PRACTICE.- PROVIDED LEADERSHIP IN THE DEVELOPMENT AND REVISION OF CODING FOR HEALTH CARE PROCEDURES PERFORMED BY CLINICAL SOCIAL WORKERS AND OTHER HEALTH CARE PROVIDERS.- PARTICIPATED IN THE AMERICAN ACADEMY OF ADDICTION PSYCHIATRY PCSS MONTHLY INTERPROFESSIONAL WORK GROUP CALL. REVIEWED AND PROVIDED FEEDBACK ON PRESENTATIONS AND TRAINING MODULES RELATED TO SUBSTANCE USE DISORDERS TO ENSURE CONTENT IS APPLICABLE TO CLINICAL SOCIAL WORK PRACTICE. - WORKED WITH THIRD-PARTY PAYERS TO RESOLVE CLINICAL SOCIAL WORK REIMBURSEMENT PROBLEMS REPORTED BY NASW MEMBERS. - PREPARED A HOST OF PRACTICE PERSPECTIVES AND ALERTS ON TRENDS IN SOCIAL WORK PRACTICE WHICH INCLUDED, SBIRT: BEST PRACTICES FOR THE PREVENTION AND TREATMENT OF RISKY DRINKING IN GIRLS/WOMEN OF CHILD BEARING AGE, ATTENTION CLINICAL SOCIAL WORKERS: OPTUM PAY UPDATE, NEW FEDERAL RULE PROVIDES PATIENTS WITH ACCESS TO RECORDS.- SERVED ON AN ADVISORY BOARD FOR EDUCATING SOCIAL WORKERS IN PALLIATIVE AND END-OF-LIFE CARE (ESPEC) AND REVIEWED ALL TRAINING CONTENT FOR THIS INNOVATIVE PROGRAM BY NASW AND MJHS, DESIGNED FOR HEALTH SOCIAL WORKERS TO PROMOTE THE INTEGRATION OF PRIMARY PALLIATIVE CARE SKILLS INTO CLINICAL PRACTICE.- PARTICIPATED IN CMS REVIEW PROCESS FOR THE NATIONAL DEVELOPMENT OF QUALITY MEASURES FOR CLINICAL SOCIAL WORKERS.- SERVED ON A TASK FORCE TO CONTRIBUTE TO CSWE'S CURRICULAR GUIDE FOR HEALTH SOCIAL WORK WITH ESTEEMED SFCIAL WORK FACULTY AND RESEARCHERS.- PLAYED A KEY ROLE IN PLANNING ENGAGEMENT ACTIVITIES FOR SOCIAL WORK HEALS COHORT OF BSW AND MSW STUDENTS IN COLLABORATION WITH NASW FOUNDATION AND CSWE. - PLANNED AND HOSTED SOCIAL WORK HEALS STUDENT POLICY SUMMIT, A 3-DAY VIRTUAL EVENT, IN MARCH 2021 FOR SOCIAL WORK HEALS STUDENTS. THE EVENT INCLUDED PANELS ABOUT HEALTH CARE SOCIAL WORK PRACTICE, ADVOCACY SKILLS TRAINING, VIRTUAL VISITS WITH MEMBERS OF CONGRESS, AND A VIRTUAL HEALS ALUMNI MIXER. - REPRESENTED NASW IN THE NATIONAL PARTNERSHIP ON BEHAVIORAL HEALTH AND TOBACCO USE AND PARTICIPATED IN MONTHLY TASK FORCE MEETINGS.- REPRESENTED NASW IN THE NATIONAL NAVIGATION ROUNDTABLE, CONVENED BY THE AMERICAN CANCER SOCIETY AND PARTICIPATED IN MONTHLY WORKFORCE AND HEALTH EQUITY COMMITTEE MEETINGS.- REPRESENTED NASW IN THE MEDICAL SOCIETY CONSORTIUM FOR CLIMATE AND HEALTH AND SUPPORTED NASW'S CO-SPONSORSHIP OF THE 2021 ANNUAL MEETING, TAKING ACTION FOR HEALTH AND EQUITY: THE PROMISE OF CLIMATE SOLUTIONS.- PRESENTED SPEED SESSION ON NASW'S WORK ON CLIMATE CHANGE AT ADELPHI UNIVERSITY ENVIRONMENTAL JUSTICE CONFERENCE IN APRIL 2021.- CONDUCTED A SURVEY OF NASW MEMBERS REGARDING SOCIAL RISK SCREENING AND PARTICIPATED IN A FOCUS GROUP WITH THE UCSF SOCIAL INTERVENTIONS RESEARCH & EVALUATION NETWORK SCREEN ADVISORY PANEL TO PROVIDE FEEDBACK FROM A SOCIAL WORK PERSPECTIVE.- AUTHORED BLOG ON CORE COMPETENCIES FOR FRONTLINE COMPLEX CARE PROVIDERS WITH THE NATIONAL CENTER FOR COMPLEX HEALTH & SOCIAL NEEDS. - CREATED PRACTICE ALERT ACA HEALTH INSURANCE MARKETPLACE OPEN ENROLLMENT FOR 2021, HIGHLIGHTING THE SOCIAL WORK ROLE IN HELPING FAMILIES TO MAKE INFORMED DECISIONS ABOUT HEALTH INSURANCE DURING THIS CHALLENGING TIME AND PROMOTING HEALTH, WELLNESS, AND FINANCIAL SECURITY BY PROTECTING FAMILIES FROM UNEXPECTED MEDICAL COSTS.- CREATED PRACTICE ALERT COVID-19 VACCINES FAQ. IN THIS PRACTICE ALERT, NASW PROVIDES RESOURCES FOR SOCIAL WORKERS TO LEARN MORE ABOUT COVID-19 VACCINES THAT ARE CURRENTLY AVAILABLE AND GENERAL ELIGIBILITY GUIDELINES TO ACCESS A VACCINE IN THE INITIAL PHASES OF DISTRIBUTION.- CONTRIBUTED CONTENT TO NASW'S COVID-19 RESOURCES PAGE WITH UPDATED PRACTICE GUIDANCE FROM THE CDC AND REGULATORY AGENCIES.- ESTABLISHED DIABETES RESOURCE PAGE FOR NATIONAL DIABETES MONTH 2021 HTTPS://WWW.SOCIALWORKERS.ORG/PRACTICE/HEALTH/HEALTH-TOOLS/DIABETES-RESOURCES.- CONTRIBUTED CONTENT ON NASW RESOURCES FOR PARTNERS FOR PAIN TOOLKIT WITH THE AMERICAN CHRONIC PAIN ASSOCIATION.- SUPPORTED NASW'S CO-SPONSORSHIP OF THE AMERICAN HOSPITAL ASSOCIATION'S CIRCLE OF LIFE AWARDS. - ATTENDED MONTHLY NATIONAL STOP OBESITY ALLIANCE MEETING PROVIDING FEEDBACK ON ISSUES RELATED TO OBESITY AND SOCIAL WORK PRACTICE.- RENEWED NASW'S PARTNERSHIP WITH THE ALLIANCE TO ADVANCE COMPREHENSIVE INTEGRATIVE PAIN MANAGEMENT. - COMPLETED THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF) FIELD REVIEW--INTERDISCIPLINARY PAIN REHABILITATION STANDARDS. - PARTICIPATED IN THE REVIEW PROCESS OF NASW'S GENERAL COUNSEL OFFICE DRAFT HIPAA TRAINING COURSE. - UPDATED MEMBERS ON AIRLINE REGULATION CHANGES REGARDING EMOTIONAL SUPPORT ANIMALS - REVIEWED SIGN ON LETTERS RELEVANT TO SOCIAL WORK PRACTICE IN AGING, CHILD WELFARE, SCHOOL SOCIAL WORK, BEHAVIORAL AND MENTAL HEALTH, AND HEALTH CARE. - BRAINSTORMED WITH NASW CHAPTERS WAYS TO EXPAND VISIBILITY/INTEREST OF NASW'S HUMAN ANIMAL INTERACTION GROUP AND PARTICIPATED IN NASW HUMAN ANIMAL INTERACTION GROUP MONTHLY MEETING TO DISCUSS MATTERS RELATED TO HUMAN-ANIMAL BOND AND THERAPEUTIC PRACTICE - ATTENDED INTERNATIONAL EAP OCCUPATIONAL INTEREST GROUP. DISCUSSED NATIONAL/INTERNATIONAL ISSUES RELATED TO EAP WITH EMPHASIS ON IMPROVING ACCESS TO SERVICES AND PROVIDER RESOURCES. - PARTICIPATED IN NASW 'S RACIAL JUSTICE WORKING GROUP AND DEI TRAININGS.- COMPLETED ANNOUNCEMENT ON MENTAL HEALTH AWARENESS MONTH FOR NASW SOCIAL MEDIA - SERVED AS MODERATORS FOR NASW ANNUAL VIRTUAL CONFERENCE- RESPONDED TO PROPOSED FEDERAL RULES IMPACTING THE PRACTICE OF SOCIAL WORK. - CONTINUED SERVICE ON THE NATIONAL CENTER ON ELDER ABUSE (NCEA) ADVISORY BOARD FOR A FOURTH YEAR; NASW WAS A NATIONAL PARTNER IN THE GLOBAL WORLD ELDER ABUSE AWARENESS DAY SUMMIT (JUNE 2021).- REPRESENTED NASW IN A TECHNICAL EXPERT PANEL TO DEVELOP A SAMHSA GUIDE ON PSYCHOSOCIAL INTERVENTIONS FOR OLDER ADULTS WITH SERIOUS MENTAL ILLNESS - CO-FACILITATED A HEALTH COMMITTEE OF MORE THAN 100 PARTICIPANTS WITHIN THE LEADERSHIP COUNCIL OF AGING ORGANIZATIONS.- ASSISTED IN THE DEVELOPMENT OF LCAO PRINCIPLES ADDRESSING HOUSING FOR OLDER ADULTS, LONG-TERM SERVICES AND SUPPORTS, AND TELEHEALTH; LCAO STATEMENTS ON RACIAL INJUSTICE AND CONDEMNING VIOLENCE AGAINST ASIAN AMERICAN AND PACIFIC ISLANDER OLDER ADULTS; TRANSITION RECOMMENDATIONS TO THE BIDEN-HARRIS ADMINISTRATION; AND MULTIPLE SETS OF LCAO RECOMMENDATIONS TO CONGRESS TO MITIGATE THE IMPACT OF COVID-19 ON OLDER ADULTS.- PREPARED DELIVERABLES TO THE FETAL ALCOHOL SYNDROME DISORDER GRANT AND FINALIZED THE ANNIE E. CASEY ADOLESCENT BRAIN DEVELOPMENT GRANT. MEMBER ENGAGEMENT:- SERVED MORE THAN 120,000 SOCIAL WORKERS AND SOCIAL WORK STUDENTS DURING THE FISCAL YEAR WITH QUALITY NATIONAL AND STATE-BASED PROGRAMMING.- PRODUCED SIX DIGITAL ISSUES OF SOCIAL WORK ADVOCATES MAGAZINE, EXPANDING ONLINE ACCESS TO NASW CONTENT. NEW POPULAR "SOCIAL WORK TALKS" PODCAST HAS 700,000 DOWNLOADS.- EXPANDED WEEKLY USE OF MYNASW, THE MEMBERS-ONLY COMMUNITY. PLATFORM HAS MORE THAN 55,000 DISCUSSION THREAD ARCHIVES.- PUBLISHED 65TH ANNIVERSARY NASW MEMBERSHIP DIRECTORY.- INTRODUCED AUTO-RENEWAL FOR DUES PAYMENTS, STUDENT DEBT MANAGEMENT SERVICES AND TEXT-BASED COMMUNICATIONS. - INCREASED AVERAGE OPEN RATE TO 70% FOR THE WEEKLY MEMBERLINK E-NEWSLETTER FOR ALL NASW MEMBERS.- REACHED MORE THAN 300,000 CONSTITUENTS IN NASW SOCIAL MEDIA AND 9 MILLION UNIQUE WEB VISITORS ON SOCIALWORKERS.ORG.- INCREASED USE OF NASW RESEARCH LIBRARY TO 30,000 MEMBERS.- COORDINATED ANNUAL SOCIAL WORK MONTH CAMPAIGN (MARCH) FOR THE PROFESSION: "SOCIAL WORKERS ARE ESSENTIAL" - PUBLISHED UPDATED VERSION OF NASW CODE OF ETHICS AND 12TH EDITION OF SOCIAL WORK SPEAKS PUBLIC POLICY STATEMENTS. PUBLICATIONS:- PUBLICATION OF FIVE SCHOLARLY JOURNALS, PUBLISHED QUARTERLY: SOCIAL WORK (FLAGSHIP JOURNAL OF NASW); CHILDREN & SCHOOLS; HEALTH & SOCIAL WORK; SOCIAL WORK ABSTRACTS; AND SOCIAL WORK RESEARCH - PUBLISHED SEVEN NEW BOOKS, IN PRINT AND AS E-BOOKS1.MENTORING WOMEN FOR LEADERSHIP: EMPOWERING THE NEXT GENERATION2.SOCIAL WORK PRACTICE WITH OLDER ADULTS: A RESILIENCE-ENHANCING GUIDE3.NASW SOCIAL WORK SPEAKS, 12TH EDITION 4.INTERACTIONAL SUPERVISION, 4TH EDITION 5.MORAL DISTRESS AND INJURY IN HUMAN SERVICES: CASES, CAUSES, AND STRATEGIES FOR PREVENTION 6.BUILDING A STRONG FOUNDATION: FUNDRAISING FOR NONPROFITS, 2ND EDITION7.ANIMAL-ASSISTED CRISIS RESPONSE: SPECIALIZED CANINE INTERVENTION FOR INDIVIDUALS AFFECTED BY DISASTERS AND CRISES-LAUNCHED SEVEN BOOK MARKETING CAMPAIGNS: BACK TO SCHOOL SALE, HOLIDAY SALE, BLACK HISTORY MONTH, SOCIAL WORK MONTH SALE, GRADUATION SALE, SPRING READS, AND SUMMER READS 0 1 0 1 0 0 0 0 0 1 1 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 1 1 1 0 1 489 0 1 246 1 1 1 0 0 0 1 1 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X KAREN ORTH CONTROLLER 2023368249 750 FIRST STREET NE NO 800 WASHINGTON DC 20002 MILDRED C JOYNER PRESIDENT 4.00 X X 0 0 0 EBONY SPEAKES-HALL VICE PRESIDENT 1.00 X X 0 0 0 JOSE A RAMOS JR SECRETARY 1.00 X X 0 0 0 RICK DEGIRONIMO TREASURER 1.00 X X 0 0 0 STEPHANIE ASARE NTI DIRECTOR 1.00 X 0 0 0 MONICA WILLIAMS HARRISON DIRECTOR 1.00 X 0 0 0 TROY BINDLE DIRECTOR 1.00 X 0 0 0 S RYAN ESTES DIRECTOR 1.00 X 0 0 0 SHAVON FULCHER DIRECTOR 1.00 X 0 0 0 RUTH LIPSHUTZ DIRECTOR 1.00 X 0 0 0 SHARON BARBER DIRECTOR 1.00 X 0 0 0 PEGGY WEBER DIRECTOR 1.00 X 0 0 0 DEBRA FARIA DIRECTOR 1.00 X 0 0 0 DOROTHY SAXON GREENE DIRECTOR 1.00 X 0 0 0 D LYNN JACKSON DIRECTOR 1.00 X 0 0 0 ROBIN ARNDT DIRECTOR 1.00 X 0 0 0 RACHELLE JACKSON DIRECTOR 1.00 X 0 0 0 BARBARA SHANK DIRECTOR 1.00 X 0 0 0 BERNADETTE SEIFERT DIRECTOR 1.00 X 0 0 0 MATTHEW GOLDBERG DIRECTOR 1.00 X 0 0 0 VICTORIA GALLAGHER DIRECTOR 1.00 X 0 0 0 ANTHONY MCCLAIN CHIEF EXECUTIVE OFFICER 36.00 1.50 X 471163 0 15641 MILES MUTNICK CFO TILL 12/2021 33.75 0.75 X 175612 0 24754 ANNE B CAMPER GENERAL COUNSEL 33.75 3.75 X 206054 0 28214 SUSAN JASHINSKY CHIEF ADMINISTRATIVE OFFICER 37.50 X 190359 0 45024 GAIL WOODS-WALLER DEPUTY DIRECTOR, MMC 37.50 X 163617 0 32491 ANNA MANGUM DEPUTY DIRECTOR, PROGRAMS 37.50 X 187370 0 21848 JOEL RUBIN EXECUTIVE DIRECTOR, IL CHAPTER 37.50 X 164747 0 38782 ROBERT ARNOLD FOUNDATION DIRECTOR 5.00 32.50 X 150625 0 20816 1709547 0 227570 32 0 1 0 COHNREZNICK LLP 7501 WISCONSIN AVE SUITE 400E BETHESDA MD 20814 ACCOUNTING SERVICES 903234 BRIGHTKEY INC 9050 JUNCTION DRIVE ANNAPOLIS JUNCTION MD 20701 MEMBER CALL IN CENTER AND OUTREACH 392789 COMMPARTNERS INTERNATIONAL LLC 7230 LEE DEFOREST DRIVE COLUMBIA MD 21046 COMMUNICATIONS/MEETINGS 329607 RR DONNELLEY PO BOX 824307 BOSTON MA 02284 PRINTING AND MAILING SERVICES 320237 RSM US LLP 9737 WASHINGTONIAN BLVD SUITE 400 GAITHERSBURG MD 20878 AUDIT AND TAX SERVICES 186019 7 157590 430497 181246 769333 MEMBERSHIP DUES 900099 18813049 18813049 CE APPROVAL PROGRAMS 900099 5024919 5024919 CONFERENCES 900099 3676966 2984977 31069 660920 PUBLICATIONS & SUB. 541800 2511016 2005993 505023 CERTIFICATION & CREDEN 900099 1539114 1539114 31565064 337432 337432 573440 573440 192264 0 192264 192264 192264 654189 0 225170 654189 -225170 429019 429019 57124 51220 5904 5904 JOBLINK 541800 1075271 1075271 LABEL REVENUE 900099 509517 509517 ADMINISTRATIVE OH 900099 35426 35426 1620214 35492670 30368052 1611363 2743922 X 9205 903597 14526627 453378 2488381 1198977 71537 744043 559360 90272 4429663 147778 906105 983762 26479 2523083 54296 259748 13977 341412 244421 BANK FEES 886458 PRINTING 625687 OTHER EXPENSES 537677 INCOME TAX EXPENSE 242046 33267969 123157 159859 4516628 11625451 29578 39890 1393976 1068579 360256 398175 530171 534535 8478356 5873141 2206081 2605215 12672700 15598460 57242707 62331104 0 274258 79075254 94635526 3543976 3746400 10996572 10961332 3514532 3300410 4368524 17840958 22590788 X 61234296 72044738 61234296 72044738 79075254 94635526 X 2224701 2169311 6416430 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 18813049 1058378 -3282680 -2224302 752522 -2976824 235576 235576 626843 534523 92320 3659046 1711857 1947189 3956891 3626761 330130 2605215 62331104 C 62331104 DEFERRED RENT AND LEASE INCENTIVES 4368524 4368524 X 59714522 2169311 21866423 24035734 35678788 90272 -276390 -186118 35492670 46764647 13828996 13828996 32935651 90272 242046 332318 33267969 PART X, LINE 2: MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. GENERALLY, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: EQUITY IN EARNINGS OF ASSURANCE SERVICES, INC. 6,416,430. RELATED ENTITIES REVENUES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 13,883,152. INTERCOMPANY TRANSACTIONS 1,466,065. CHAPTER PAC REVENUE 100,776. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON LINE 10B -51,220. LOSS ON DISPOSAL OF FIXED ASSETS REPORTED ON LINE 7C -225,170. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 11,997,131. COST OF GOODS SOLD REPORTED ON LINE 10B 51,220. INTERCOMPANY TRANSACTIONS 1,466,065. CHAPTER PAC EXPENSES 89,410. LOSS ON DISPOSAL OF FIXED ASSETS REPORTED ON LINE 7C 225,170. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCOME TAX EXPENSE 242,046. X X X X 0 0 0 ANTHONY MCCLAIN CHIEF EXECUTIVE OFFICER 468391 0 0 0 2772 0 15641 0 2885 0 489689 0 0 0 SUSAN JASHINSKY CHIEF ADMINISTRATIVE OFFICER 188562 0 0 0 1797 0 12342 0 34933 0 237634 0 0 0 ANNE B CAMPER GENERAL COUNSEL 205167 0 0 0 887 0 12417 0 16438 0 234909 0 0 0 ANNA MANGUM DEPUTY DIRECTOR, PROGRAMS 186679 0 0 0 691 0 6051 0 16700 0 210121 0 0 0 JOEL RUBIN EXECUTIVE DIRECTOR, IL CHAPTER 163980 0 0 0 767 0 6099 0 33481 0 204327 0 0 0 MILES MUTNICK CFO TILL 12/2021 173700 0 0 0 1912 0 5730 0 20587 0 201929 0 0 0 GAIL WOODS-WALLER DEPUTY DIRECTOR, MMC 163300 0 0 0 317 0 2742 0 30596 0 196955 0 0 0 ROBERT ARNOLD FOUNDATION DIRECTOR 150109 0 0 0 516 0 2519 0 19100 0 172244 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CLASSES OF MEMBERSHIP AND THEIR RIGHTS ARE AS FOLLOWS: REGULAR MEMBERS: ELECTING THE MEMBERS OF THE BOARD, HOLDING NATIONAL ELECTIVE OFFICE AND VOTING IN NATIONAL AND CHAPTER ELECTIONS. ASSOCIATE MEMBERS: ALL RIGHTS AND PRIVILEGES OF REGULAR MEMBERS EXCEPT THOSE OF HOLDING ELECTIVE OFFICE AND, UNTIL 5 YEARS OF CONTINUOUS MEMBERSHIP, VOTING IN NATIONAL AND CHAPTER ELECTIONS. STUDENT MEMBERS: ALL RIGHTS AND PRIVILEGES OF REGULAR MEMBERSHIP EXCEPT HOLDING NATIONAL ELECTIVE OFFICE OTHER THAN SUCH POSITIONS AS ARE SPECIFICALLY DESIGNATED TO BE HELD BY STUDENTS. FORM 990, PART VI, SECTION A, LINE 7A THE CLASSES OF MEMBERSHIP AND THEIR RIGHTS ARE AS FOLLOWS: REGULAR MEMBERS: ELECT MEMBERS OF THE BOARD, HOLD NATIONAL ELECTIVE OFFICE AND VOTE IN NATIONAL AND CHAPTER ELECTIONS ASSOCIATE MEMBERS: ALL RIGHTS AND PRIVILEGES OF REGULAR MEMBERS EXCEPT THOSE OF HOLDING ELECTIVE OFFICE AND, UNTIL 5 YEARS OF CONTINUOUS MEMBERSHIP, VOTING IN NATIONAL AND CHAPTER ELECTIONS. STUDENT MEMBERS: ALL RIGHTS AND PRIVILEGES OF REGULAR MEMBERSHIP EXCEPT HOLDING NATIONAL ELECTIVE OFFICE OTHER THAN SUCH POSITIONS AS ARE SPECIFICALLY DESIGNATED TO BE HELD BY STUDENTS. FORM 990, PART VI, SECTION A, LINE 7B THE DELEGATE ASSEMBLY IS COMPOSED OF 220 DELEGATES ELECTED FROM AMONG THE MEMBERSHIP, INCLUDING 20 ELECTED MEMBERS OF THE NASW BOARD. PURSUANT TO ARTICLE IV OF NASW BYLAWS, THE DELEGATE ASSEMBLY HAS THE AUTHORITY TO TAKE FINAL ACTION ON BYLAWS AMENDMENTS RELATING TO DELEGATE ASSEMBLY AND THE NATIONAL/CHAPTER DUES ALLOCATION, AS WELL AS DETERMINING THE ASSOCIATION'S MAJOR PROGRAM PRIORITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY NASW'S INDEPENDENT TAX CONSULTANT. THE DRAFT IS THEN REVIEWED BY NASW'S FINANCIAL MANAGEMENT OFFICERS AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. A FINAL DRAFT IS SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE THE FORM IS FILED. FORM 990, PART VI, SECTION B, LINE 12C AT THE TIME A MEMBER RUNS FOR AN ELECTED POSITION ON THE NASW BOARD OF DIRECTORS, THE PERSON IS REQUIRED TO REVIEW AND SIGN THE NASW CONFLICT OF INTEREST POLICY. NEW MEMBERS OF THE BOARD OF DIRECTORS OF THE NATIONAL ASSOCIATION OF SOCIAL WORKERS ARE REQUIRED TO PARTICIPATE IN NEW BOARD MEMBER ORIENTATION. AT THIS TIME THEY AGAIN REVIEW THE POLICY. THE POLICY IS REVIEWED WITH THE ENTIRE BOARD EACH YEAR, AND ALL DIRECTORS ARE ASKED ONCE MORE TO SIGN A CERTIFICATE OF ACCEPTANCE. IT IS A BOARD MEMBER'S RESPONSIBILITY TO BRING UP, EITHER ABOUT THEMSELVES OR OTHER MEMBERS OF THE BOARD, ANY PERCEIVED OR ACTUAL CONFLICTS OF INTEREST. THEY ARE ALSO RESPONSIBLE FOR RECUSING THEMSELVES FROM ANY BOARD BUSINESS THAT MAY CONFLICT WITH THEIR OTHER INTERESTS. FINALLY, BOARD MEMBERS ARE NOT ALLOWED TO ACT AS PAID CONSULTANTS TO NASW OR ANY OF ITS AFFILIATES OR CHAPTERS. FORM 990, PART VI, SECTION B, LINE 15A NASW HAS A COMPENSATION POLICY THAT COVERS COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. FOR THE CHIEF EXECUTIVE OFFICER, THE NASW EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS REQUIRED TO REVIEW COMPARABILITY DATA, INCLUDING BUT NOT LIMITED TO: EXPERT COMPENSATION STUDIES BY INDEPENDENT FIRMS; AND INFORMATION OBTAINED FROM IRS FILINGS OF SIMILAR ORGANIZATIONS. THE BOARD MUST DOCUMENT HOW IT REACHED ITS DECISION REGARDING COMPENSATION. THE DOCUMENTATION MUST INCLUDE THE TERMS OF THE COMPENSATION AND THE DATE IT WAS APPROVED; THE MEMBERS OF THE BOARD WHO WERE PRESENT DURING THE DISCUSSIONS REGARDING COMPENSATION THAT WAS APPROVED AND THOSE WHO VOTED ON IT; THE COMPARABILITY DATA OBTAINED AND RELIED ON, AND HOW THE DATA WAS OBTAINED; AND ANY ACTIONS TAKEN WITH RESPECT TO CONSIDERATION ON THE COMPENSATION BY ANYONE ON THE BOARD WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION. FORM 990, PART VI, SECTION C, LINE 19 NASW MAKES ITS CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND TAX RETURNS AVAILABLE AT ITS NATIONAL HEADQUARTERS AT 750 FIRST STREET, NE, WASHINGTON, D.C FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). UPON WRITTEN REQUEST, NASW DIRECTS THE INDIVIDUAL TO GUIDESTAR WEBSITE. IF THE INDIVIDUAL DOES NOT HAVE ELECTRONIC ACCESS TO THE INTERNET, NASW WILL PROVIDE A COPY. FORM 990, PART IX, LINE 11G CONSULTANT 3,396,944. PUBLIC AGENT 155,735. HONORARIUM 43,561. CE PRESENTERS 781,392. STAFF TRAINING 52,031. FORM 990, PART XI, LINE 9: EQUITY IN EARNINGS OF ASSURANCE SERVICES, INC. 6,416,430. NJ SOCIAL WORK EDUCATION RESEARCH & SCHOLARSHIP CORP 136 MARION DRIVE WEST ORANGE NJ 07052 464395824 TO EDUCATE THE PUBLIC ABOUT SOCIAL WORK AND SOCIAL PROGRAMS NJ 501(C)(3) LINE 11 NATIONAL ASSOCIATION OF SOCIAL WORKERS 0 NASW FOUNDATION 750 FIRST STREET NE SUITE 800 WASHINGTON DC 20002 136128093 TO ENHANCE WELL BEING BY STRENGTHENING THE SOCIAL WORK PROFESSION DC 501(C)(3) LINE 7 NATIONAL ASSOCIATION OF SOCIAL WORKERS 1 NASW POLITICAL ACTION FOR CANDIDATE ELECTION 750 FIRST STREET NE SUITE 800 WASHINGTON DC 20002 521066364 TO STRENGHTEN THE SOCIAL WORK PROFESSION DC 527 NATIONAL ASSOCIATION OF SOCIAL WORKERS 1 NASW ASSURANCE SERVICES INC 50 CITIZENS WAY SUITE 304 FREDERICK MD 21701 260401714 OVERSEE NASW'S INSURANCE RELATED PROGRAMS MD NATIONAL ASSOCIATION OF SOCIAL WORKERS C 9517070 59902458 1.00000 1 NASW INSURANCE COMPANY 50 CITIZENS WAY SUITE 304 FREDERICK MD 21701 261689940 AN ASSOCIATION CAPTIVE INSURANCE COMPANY MD NASW ASSURANCE SERVICES INC C 7156894 26864819 1.00000 0 NASW LEGAL DEFENSE FUND 750 FIRST STREET NE SUITE 800 WASHINGTON DC 20002 237370193 DEFRAY THE COSTS OF LEGAL EXPENSE OF MEMBERS DC NATIONAL ASSOCIATION OF SOCIAL WORKERS T 223708 642881 1.00000 1 1 0 1 0 1 1 0 0 0 0 0 1 1 1 0 0 1 0 0 NASW ASSURANCE SERVICES INC A 569645 CASH NASW FOUNDATION INC C 157590 CASH NASW ASSURANCE SERVICES INC E 313977 CASH NASW ASSURANCE SERVICES INC F 1328033 CASH NASW FOUNDATION INC J 93600 COST NASW FOUNDATION INC L 495368 COST NASW FOUNDATION INC O 469441 COST NASW FOUNDATION INC Q 685021 CASH