2022-04-15T07:56:44-05:00 2021-05-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-06-01 526055229 NATIONAL SCIENCE TEACHING ASSOCIATION NATI 7032437100 1840 WILSON BOULEVARD ARLINGTON VA 222013092 ERIKA SHUGART EXECUTIVE DIRECTOR 7032437100 2022-04-15 1 ERIKA SHUGART XXX-XX-XXXX RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ERIKA SHUGART 1840 WILSON BOULEVARD ARLINGTON VA 222013092 25880952 0 X WWW.NSTA.ORG X 1960 DC TO PROMOTE EXCELLENCE AND INNOVATION IN SCIENCE TEACHING AND LEARNING FOR ALL. 12 11 97 700 205271 0 7713943 9053645 6608023 4741067 220646 3123561 2303567 1821656 16846179 18739929 3258317 3301176 0 0 9807141 9181090 0 0 40035 8626545 4673626 21692003 17155892 -4845824 1584037 24488010 25246333 17417292 16933639 7070718 8312694 X THE NATIONAL SCIENCE TEACHING ASSOCIATION'S (NSTA) MISSION IS TO PROMOTE EXCELLENCE AND INNOVATION IN SCIENCE TEACHING AND LEARNING FOR ALL. NSTA WAS ESTABLISHED TO STIMULATE, IMPROVE, AND COORDINATE SCIENCE TEACHING AT ALL LEVELS OF INSTRUCTION AND TO ENGAGE IN ANY AND ALL ACTIVITIES IN FURTHERANCE THEREOF, TO PROMOTE THE IMPROVEMENT OF EDUCATIONAL SYSTEMS AND PROCESSES IN THE SCHOOLS IN ANY MANNER TO ASSIST SUCH STIMULATION AND COORDINATION OF SCIENCE TEACHING, TO APPRISE THE GENERAL PUBLIC OF POSSIBLE MEANS OF IMPROVING SCIENCE TEACHING WITH THE SCHOOLS, AND GENERALLY TO DO ANY AND ALL ACTS AND THINGS WHICH MAY INCREASE, THROUGH EDUCATION, THE KNOWLEDGE OF SCIENCE DEVOLVING UPON THE GENERAL PUBLIC THROUGH KNOWLEDGE OF SUCH SCIENCE. 0 0 6240775 3275676 CONTRACTS AND GRANTS: NATIONAL INITIATIVES RELATED TO SCIENCE EDUCATION:PROFESSIONAL DEVELOPMENT (PD) PROGRAMS - NSTA DEVELOPED AND/OR ADMINISTERED PD OPPORTUNITIES FOR SCIENCE EDUCATORS. THE INITIATIVES UNDERTAKEN INCLUDE AN INTENSE FIVE-DAY PROGRAM AND TWO-WEEK IMMERSIVE EXTERNSHIP FOR TEACHERS, AN INSTRUCTIONAL COACHING AND ONLINE MENTORING PROGRAM FOR TEACHERS, SCIENCE ADVISORY TO OBJECTIVELY ANALYZE THE QUALITY OF EXISTING SCIENCE PROGRAMS IDENTIFYING AREAS OF IMPROVEMENT FOR STEM AND THREE-DIMENSIONAL INSTRUCTION AS ESPOUSED BY THE NEXT GENERATION SCIENCE STANDARDS.PARTICIPATING SCHOOL DISTRICTS COMPETITIONS - HOSTED AND ADMINISTERED 5 LARGE-SCALE, NATIONALLY-KNOWN COMPETITIONS AND GRANT PROGRAMS FOR SCIENCE EDUCATORS AND STUDENTS INCLUDING STUDENT TEAMS THAT DESIGNED AND COMMUNICATED INNOVATIVE TECHNOLOGIES THAT COULD EXIST IN THE FUTURE, OUTSTANDING MIDDLE AND HIGH SCHOOL PROGRAMS FOR EXEMPLARY APPROACHES TO SCIENCE LAB INSTRUCTION UTILIZING LIMITED SCHOOL AND LABORATORY RESOURCES, STUDENT SUMMER ENRICHMENT PROGRAMS AT ARMY RESEARCH LAB SITES, INDIVIDUAL STUDENTS AND TEAM PROJECTS THAT RECOGNIZE REAL-LIFE APPLICATIONS OF STEM. 1900261 1940198 PUBLISHING AND SALES: THE NSTA PUBLICATIONS GROUP (PUBLICATIONS) PRODUCES FIVE PEER-REVIEWED MEMBER JOURNALS - ONE FOR EACH MAJOR GRADE BAND FROM PRE-KINDERGARTEN THROUGH COLLEGE - THREE IN PRINT AND TWO ONLINE. IT HAS BUILT AN ONLINE JOURNAL ARCHIVE THAT INCLUDES ALL PUBLISHED CONTENT FROM 2000 TO THE PRESENT. EACH YEAR, THAT ARCHIVE IS ACCESSED BY NSTA MEMBERS, AS WELL AS BY TENS OF THOUSANDS OF ADDITIONAL EDUCATORS ACROSS THE UNITED STATES AND, INCREASINGLY, WORLDWIDE. PUBLICATIONS ENCOMPASSES NSTA PRESS, WHICH PRODUCES BOOKS ANNUALLY, IN BOTH PRINT AND ELECTRONIC FORM PROVIDING RESOURCES USED BY THE SCIENCE EDUCATION COMMUNITY. THE PRESS DEVELOPS AWARD-WINNING CONTENT ACROSS ALL SCIENCE DISCIPLINES, FOR EVERY GRADE. 1016435 880765 CONFERENCES AND MEETINGS OPEN TO MEMBER AND NONMEMBER SCIENCE EDUCATORS, NSTA CONFERENCES OFFER THE LATEST IN SCIENCE CONTENT, TEACHING STRATEGY, AND RESEARCH TO ENHANCE AND EXPAND THE INDIVIDUAL'S PROFESSIONAL GROWTH. IN 2021, NSTA HOSTED TWO VIRTUAL CONFERENCES. NSTA CONFERENCES ARE DESIGNED WITH INNOVATIVE PRESENTATIONS AND HANDS-ON WORKSHOPS AS WELL AS SPECIAL INVITED SPEAKERS, EDUCATIONAL FIELD TRIPS, SHORT COURSES, NSTA SYMPOSIA (WHICH PROVIDE ONLINE FOLLOW-UP AFTER THE CONFERENCE ONLINE), AND THE EXHIBITION OF SCIENCE EDUCATION MATERIALS IS THE LARGEST EXHIBITION OF ITS KIND AND IS AN INVALUABLE SOURCE OF CURRICULUM AND OTHER PRODUCTS WHICH WAS ALSO HELD ONLINE. AS AN IMPORTANT ADDITION TO THE NATIONAL CONFERENCE AGENDA (AND SELECTED AREA CONFERENCES), NSTA PRESENTS PROFESSIONAL DEVELOPMENT INSTITUTES-FOCUSED, CONTENT-BASED, PARTNERED PROGRAMS THAT EXPLORE KEY TOPICS IN SIGNIFICANT DEPTH. THESE DAY-LONG PROGRAMS OFFER PARTICIPANTS A UNIQUE LEARNING OPPORTUNITY THAT INCLUDES A PERSONALIZED PATHWAY THROUGH THE FULL CONFERENCE AGENDA. 1082474 174573 PERIODICALS 632266 1032527 PROFESSIONAL DEVELOPMENT 198075 2071588 MEMBERSHIP SERVICES 454154 11562 JOURNAL ADVERTISING 105699 25500 AWARDS 365663 LEGISLATIVE AFFAIRS 218 SCILINKS 24 U.S. REGISTRY OF TEACHERS 2838573 25500 3290250 11996044 1 1 0 1 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 741 0 1 97 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X MOIRA FATHY BAKER 7032437100 1840 WILSON BOULEVARD ARLINGTON VA 222013092 DENNIS SCHATZ SEE SCHED O PRES THEN RETIRING PRES (EFF. 6/20) 4.00 X X 37448 0 0 ZOE EVANS SEE SCHED O DIRECTOR 2.00 X 17250 0 0 ELIZABETH ALLAN SEE SCHED O PRES-ELECT THEN PRES (EFF. 6/20) 5.00 X X 31764 0 0 ALICIA CONERLY SEE SCHED O DIRECTOR (BEG. 06/20) 2.00 X 75 0 0 BRENDA WALSH SEE SCHED O DIRECTOR 2.00 X 700 0 0 JEN GUTIERREZ SEE SCHED O DIRECTOR 2.00 X 1350 0 0 JUDY BOYLE SEE SCHED O DIRECTOR 2.00 X 500 0 0 DONNA GOVERNER DIRECTOR (BEG. 06/20) 2.00 X 0 0 0 ERIC PYLE DIR. THEN PRES-ELECT (EFF. 6/20) 4.00 X X 0 0 0 STEVEN WALVIG DIRECTOR 2.00 X 0 0 0 LISA KENYON DIRECTOR 2.00 X 0 0 0 CYNTHIA CROCKETT DIRECTOR (BEG. 06/20) 2.00 X 0 0 0 MOIRA FATHY BAKER INTERIM EXEC. DIR. (THROUGH 12/20) 37.50 X 232152 0 53547 BRIAN SHORT ASSISTANT EXECUTIVE DIRECTOR, CFO 37.50 X 155769 0 26680 ERIKA SHUGART EXECUTIVE DIRECTOR (FROM 2/21) 37.50 X 0 0 0 RYAN FOLEY ASSISTANT EXECUTIVE DIRECTOR, COO 37.50 X 156069 0 54496 TIM WEBER DIR., WEB DEVELOPMENT (THROUGH 9/20) 37.50 X 220442 0 31528 CLAIRE REINBURG ASST ED, NSTA PRESS (THROUGH 9/20) 37.50 X 230780 0 9857 JODI PETERSON ASST EXEC DIR, LEGIS. & PUB. AFFAIRS 37.50 X 156019 0 45788 SUE WHITSETT AEOP PROJECT DIRECTOR 37.50 X 155769 0 45145 DELORES HOWARD ASSOC. EXEC. DIR., CONFERENCES 37.50 X 150845 0 38070 DAVID EVANS FORMER E.D. (THROUGH 2/20) 37.50 X 212014 0 23590 1758946 0 328701 16 1 1 0 APISOURCE 7850 WALKER DR GREENBELT MD 20770 EDUCATIONAL KITS 711564 PBD INC PO BOX 930108 ATLANTA GA 31193 WAREHOUSE & FULFILLMENT 398936 WALSWORTH PUBLISHING COMPANY 2180 MAIDEN LN ST JOSEPH MI 49085 PRINTING 239954 AQUAPHOENIX 860 GITTS RUN ROAD HANOVER PA 17331 EDUCATIONAL KITS 224330 HIGHER LOGIC PO BOX 645579 PITTSBURGH PA 152645253 MARKETING 105261 6 7773852 1279793 9053645 MEMBERSHIP DUES 900099 2071588 2071588 CONFERENCES/MEETINGS 900099 1129749 874915 5850 248984 PROF. DEVELOPMENT 900099 818181 818181 SPONSORSHIP/ADVERTISING 900099 507203 307782 199421 SPONSORED MARKETING 900099 214346 214346 4741067 169517 169517 12612 12612 412117 222054 190063 190063 190063 8499926 5545882 2954044 2954044 2954044 2992068 1373087 1618981 1619130 -149 18739929 5905942 205271 3575071 1088320 1088320 2212856 2212856 985815 1988 982502 1325 80192 2406 76182 1604 5606426 3897877 1698679 9870 469068 346260 121763 1045 1572453 849709 719913 2831 467136 298587 167539 1010 60364 6066 54298 107509 107509 3264 3264 1574729 1301013 273716 494544 458142 36402 613426 511979 101402 45 339955 99085 240870 364722 368286 -3564 8531 3800 4731 178436 176857 1579 39712 39712 405522 132824 272698 108919 108919 UBI TAXES -3763 -3763 PRINTING & PUBLICATIONS 169626 165168 4458 MERCHANT FEES 92454 92454 EQUIP. RENTAL & MAINT. 53473 34423 19050 62203 40398 -500 22305 17155892 11996044 5119813 40035 X 3550746 3616584 2219054 1116992 621998 1012784 1134293 801179 2304894 1979627 353883 321432 12325459 6481868 6260271 5843591 8036346 10547619 6525 6525 24488010 25246333 3857055 2538074 689095 749586 2548078 2337941 1000000 2500000 2361900 2361865 6961164 6446173 17417292 16933639 X 4172212 5445465 2898506 2867229 7070718 8312694 24488010 25246333 X 1584037 -694119 352058 X 0 1 X 1 1 1 X 10619113 9249986 9253109 7713943 9053645 45889796 10619113 9249986 9253109 7713943 9053645 45889796 8087672 37802124 584225 622557 707742 671720 594246 3180490 200034 2001 -2 202033 49272319 65983725 0.76720 0.67130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 55549 55549 17027588 17083137 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 178190 137227 68852 55549 439818 250000 250000 250000 250000 1000000 1500000 1 14672 -4760 14062 1 1 1889697 1889697 7656261 4769315 2886946 1118684 605982 512702 1660817 1106571 554246 5843591 POSTRETIREMENT BENEFIT OBLIGATION 6256342 DEPOSITS 189831 6446173 X 19637687 -694119 1595141 901022 18736665 3264 3264 18739929 18747769 1595141 1595141 17152628 3264 3264 17155892 PART X, LINE 2: FOR THE YEAR ENDED MAY 31, 2021, THE ASSOCIATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS INCLUDED AS AN EXPENSE IN THE AUDITED FINANCIAL 1,373,087. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10B. RENTAL EXPENSES INCLUDED AS AN EXPENSE ON THE AUDITED 222,054. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6B. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS INCLUDED AS AN EXPENSE IN THE AUDITED FINANCIAL 1,373,087. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10B. RENTAL EXPENSES INCLUDED AS AN EXPENSE ON THE AUDITED 222,054. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6B. 1 ALABAMA ACADEMY OF SCIENCE 1720 2ND AVE SO BIRMINGHAM AL 35294 636050246 501(C)(3) 8106 JSHS REGIONAL SYMPOSIUM BOWLING GREEN STATE UNIVERSITY 1851 N RESEARCH DRIVE BOWLING GREEN OH 43403 346402018 501(C)(3) 6329 JSHS REGIONAL SYMPOSIUM GEORGETOWN UNIVERSITY 37TH O STREETS NW WASHINGTON DC 20057 530196603 501(C)(3) 9578 JSHS REGIONAL SYMPOSIUM HAWAII ACADEMY OF SCIENCE 1776 UNIVERSITY AVE UA4-4 HONOLULU HI 96822 996006863 501(C)(3) 30500 JSHS REGIONAL SYMPOSIUM INTELLEXI FOUNDATION INC E-18 11 STREET MONTE SUASIO GURABO PR 00778 660635791 OTHER 17900 JSHS REGIONAL SYMPOSIUM JUNIATA COLLEGE 1700 MOORE ST HUNTINGDON PA 16652 231352652 501(C)(3) 5840 JSHS REGIONAL SYMPOSIUM MINNESOTA ACADEMY OF SCIENCE 970 RAYMOND AVE STE 103 ST PAUL MN 55114 410789356 501(C)(3) 19975 JSHS REGIONAL SYMPOSIUM MONTANA TECH OF THE UNIVERSITY OF MONTANA 1300 WEST PARK BUTTE MT 59701 816001654 OTHER 9570 JSHS REGIONAL SYMPOSIUM NATIONAL INVENTORS HALL OF FAME 3701 HIGHLAND PARK NW NORTH CANTON OH 44720 341580038 501(C)(3) 486000 JSHS REGIONAL SYMPOSIUM RUTGERS UNIVERSITY 33 KNIGHTSBRIDGE RD RM 2E PISCATAWAY NJ 08854 226001086 501(C)(3) 20777 JSHS REGIONAL SYMPOSIUM SOUTHERN ARIZONA RESEARCH SCIENCE & ENGINEERING FOUNDATION 4574 E BROADWAY BLVD TUCSON AZ 85711 860946185 OTHER 8500 JSHS REGIONAL SYMPOSIUM STATE UNIVERSITY OF IOWA 105 JESSUP HALL IOWA CITY IA 52242 426004813 GOVERNMENT 43333 JSHS REGIONAL SYMPOSIUM TEMPLE UNIVERSITY 1801 N BROAD ST PHILADELPHIA PA 19122 231365971 501(C)(3) 8230 JSHS REGIONAL SYMPOSIUM TEXAS A&M UNIVERSITY 400 HARVEY MITCHELL PARKWAY SOUTH STE 300 COLLEGE STATION TX 77845 746000531 OTHER 13000 JSHS REGIONAL SYMPOSIUM THE RESEARCH FOUNDATION OF SUNY PO BOX 9 ALBANY NY 12201 141368361 501(C)(3) 33336 JSHS REGIONAL SYMPOSIUM LONGWOOD UNIVERSITY 201 HIGH STREET FARMVILLE VA 23909 546001788 501(C)(3) 18699 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF SOUTHERN MISSISSIPPI 118 COLLEGE DRIVE BOX 5157 HATTIESBURG MS 39406 646000818 501(C)(3) 15000 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF TENNESSEE 201 ANDY HOLT TOWER KNOXVILLE TN 37996 626001636 GOVERNMENT 24372 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF NORTH CAROLINA-CHARLOTTE 9201 UNIV CITY BLVD CHARLOTTE NC 28223 560791228 GOVERNMENT 26332 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF CALIFORNIA IRVINE 120 THEORY STE 200 IRVINE CA 92687 952226406 501(C)(3) 11426 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF CONNECTICUT HEALTH CENTER 263 FARMINGTON AVE FARMINGTON CT 06030 521725543 OTHER 29629 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF FLORIDA 334 YON HALL/BOX 112010 GAINESVILLE FL 32611 596002052 501(C)(3) 52050 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF GEORGIA 310 EAST CAMPUS ROAD ATHENS GA 30602 586001998 GOVERNMENT 24451 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC CONTROLLERS OFFICE SERVICE COMPLEX BLDG LOUISVILLE KY 40292 611029626 501(C)(3) 21568 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF MISSOURI 1446 CHANDELLAY DRIVE ST LOUIS MO 63146 436003859 GOVERNMENT 21835 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF OREGON PO BOX 3237 EUGENE OR 97403 464727800 GOVERNMENT 6845 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF SOUTH CAROLINA 1600 HAMPTON ST COLUMBIA SC 29208 576001153 GOVERNMENT 10998 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF WISCONSIN LACROSSE 1725 STATE STREET LA CROSSE WI 54601 391805963 GOVERNMENT 15717 JSHS REGIONAL SYMPOSIUM UNIVERSITY SYSTEM OF NEW HAMPSHIRE 5 CHENELL DR STE 301 CONCORD NH 03301 026000937 GOVERNMENT 35870 JSHS REGIONAL SYMPOSIUM VICENZA HIGH SCHOOL STUDENT ACTIVITY FUND UNIT 31401 BOX 11 APO AE 09630 262331642 GOVERNMENT 7330 JSHS REGIONAL SYMPOSIUM WASHINGTON STATE SCIENCE & ENGINEERING FAIR PO BOX 2412 SILVERDALE WA 98383 510189275 OTHER 9375 JSHS REGIONAL SYMPOSIUM WAYNE STATE UNIVERSITY 5057 WOODWARD AVE DETROIT MI 48202 386028429 501(C)(3) 16017 JSHS REGIONAL SYMPOSIUM UNIVERSITY OF NEW MEXICO 1 UNIV OF NEW MEXICO ALBUQUERQUE NM 87131 856000642 GOVERNMENT 10700 JSHS REGIONAL SYMPOSIUM 27 6 EXPLORAVISION 146 108625 PURCHASE AMOUNT SAVINGS BONDS, COMPUTERS STEM AWARDS 10 47223 SHUGRUE AWARDS 1 1500 MAITLAND P. SIMMONS AWARDS 3 3000 YAGER AWARD 4 4000 NORTHROP AWARD 1 10000 NORTHROP TEACHER'S ACADEMY AWARD 25 25000 SHELL LAB AWARD 19 31000 CARTEVA AWARD 1 5000 RON MARDIGAN WARD 1 1000 ANGELA AWARD WINNER 1 1000 PURCHASE AMOUNT SAVINGS BONDS JSHA WINNER SCHOLARSHIPS 136 396500 ECYBERMISSION WINNERS 636 455249 PURCHASE AMOUNT SAVINGS BONDS ECYBERMISSION WINNERS 259 46844 PARTICIPANT SUPPORT 2828 1076915 PURCHASE AMOUNT STIPENDS PART I, LINE 2: NSTA GRANTEES ARE SELECTED BASED ON A VARIETY OF CRITERION DEPENDING ON INDIVIDUAL PROGRAM REQUIREMENTS. ALL RECIPIENTS OF NSTA GRANT FUNDS MUST SUBMIT A PROPOSAL AND/OR BUDGET TO SUPPORT AND EXPLAIN THE NEED AND USE OF FUNDS. GRANTEE SUBMISSIONS ARE REVIEWED AND EVALUATED BY THE APPROPRIATE PROGRAM DIRECTOR, DESIGNEE OR COMMITTEE. FOR THOSE PROGRAMS THAT OFFER AWARDS, EACH PROGRAM HAS A SET OF CRITERIA FOR DETERMINING THE AWARD WINNER APPROPRIATE TO THEIR AWARD PROGRAM. NSTA BUSINESS OFFICE STAFF IS RESPONSIBLE FOR MONITORING THE FOLLOWING GRANTEE ACTIVITIES -VERIFY THE DEVELOPMENT OF THE SUBGRANT DOCUMENTS TO ENSURE INCLUSION OF ALL APPROPRIATE REGULATIONS, REQUIREMENTS, AND DISCLOSURES - REVIEW ALL CERTIFICATIONS, REPORTS AND CORRESPONDENCE CONCERNING AUDIT COMPLIANCE - MONITOR PERIODIC PROGRESS REPORTS AND INVOICES (IF APPLICABLE) FROM SUBGRANTEES FOR COMPLIANCE WITH THE TERMS OF THE AGREEMENT - DISSATISFACTION WITH SUBGRANTEE PROGRESS OR INVOICING METHODS IS REPORTED TO APPROPRIATE NSTA ASSOCIATE DIRECTOR FOR DISCIPLINARY ACTION - MONITORING SUBGRANTEE BUDGETS, WHICH INCLUDES REQUESTING SUPPORTING DOCUMENTATION TO DETERMINE WHETHER EXPENSES ARE ALLOWABLE AND WITHIN THE SCOPE OF THE PROJECT. X X X X 1 0 0 0 0 0 0 0 0 MOIRA FATHY BAKER INTERIM EXEC. DIR. (THROUGH 12/20) 232152 0 0 0 0 0 25537 0 28010 0 285699 0 0 0 TIM WEBER DIR., WEB DEVELOPMENT (THROUGH 9/20) 101315 0 0 0 119127 0 7328 0 24200 0 251970 0 0 0 CLAIRE REINBURG ASST ED, NSTA PRESS (THROUGH 9/20) 136284 0 0 0 94496 0 9857 0 0 0 240637 0 0 0 DAVID EVANS FORMER E.D. (THROUGH 2/20) 69206 0 0 0 142808 0 7250 0 16340 0 235604 0 0 0 RYAN FOLEY ASSISTANT EXECUTIVE DIRECTOR, COO 156069 0 0 0 0 0 17146 0 37350 0 210565 0 0 0 JODI PETERSON ASST EXEC DIR, LEGIS. & PUB. AFFAIRS 156019 0 0 0 0 0 17162 0 28626 0 201807 0 0 0 SUE WHITSETT AEOP PROJECT DIRECTOR 155769 0 0 0 0 0 17135 0 28010 0 200914 0 0 0 DELORES HOWARD ASSOC. EXEC. DIR., CONFERENCES 150845 0 0 0 0 0 16593 0 21477 0 188915 0 0 0 BRIAN SHORT ASSISTANT EXECUTIVE DIRECTOR, CFO 155769 0 0 0 0 0 17135 0 9545 0 182449 0 0 0 PART I, LINE 4A DURING THE YEAR THE FOLLOWING EMPLOYEES RECEIVED SEVERANCE PAYMENTS: - TIM WEBER $119,127 - CLAIRE REINBURG $94,496 - DAVID EVANS $142,808 FORM 990, PART VI, SECTION A, LINE 6 NSTA HAS INDIVIDUAL, INSTITUTIONAL, AND OTHER DESIGNATED MEMBERSHIP CATEGORIES. ALL INDIVIDUAL MEMBERS IN GOOD STANDING IN ANY ESTABLISHED CATEGORY ARE ELIGIBLE TO VOTE. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE ELECTED BY ELECTRONIC BALLOTS. BALLOTS ARE EMAILED TO EACH VOTING MEMBER OF NSTA AT LEAST THIRTY DAYS PRIOR TO THE LAST DATE FOR RETURN OF BALLOTS. FORM 990, PART VI, SECTION A, LINE 7B BYLAW CHANGES MUST BE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE COMPILED THE NECESSARY DATA TO PREPARE THE FEDERAL FORM 990 WHICH WAS REVIEWED BY THE DEPUTY EXECUTIVE DIRECTOR. NSTA THEN ENGAGED AN INDEPENDENT CPA FIRM TO PREPARE THE 990. THE DRAFT FORM 990 WAS FIRST REVIEWED BY THE DIRECTOR OF FINANCE AND THE DEPUTY EXECUTIVE DIRECTOR. THE NEXT LEVEL OF REVIEW CONTINUED TO NSTA'S AUDIT COMMITTEE. THE FINAL 990 WAS PROVIDED TO THE BOARD. ONCE REVIEWED AND APPROVED, THE 990 WAS SENT BACK TO THE CPA FIRM IN ORDER TO BE FINALIZED AND SUBMITTED TO TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C FOR NSTA EMPLOYEES ALL NEW EMPLOYEES AND EXISTING EMPLOYEES ARE ASKED TO READ THE POLICY AND SIGN AN ACKNOWLEDGMENT THAT THEY HAVE READ THE POLICY AND AGREE TO ABIDE BY ITS TERMS, AND TO FILL OUT A DISCLOSURE STATEMENT EITHER AFFIRMING NO CONFLICTS OR LISTING CONFLICTS OF INTEREST. THESE TASKS ARE COMPLETED BY EACH EMPLOYEE INITIALLY AT THE TIME OF HIRE. WHEN OTHER DOCUMENTS ARE COMPLETED IN THE FALL EACH YEAR, HUMAN RESOURCES (HR) SENDS OUT THE POLICY AND STATEMENT AGAIN TO EACH EMPLOYEE REQUESTING THAT THEY UPDATE THEIR FILES BY LISTING ON THE STATEMENT ANY NEW POTENTIAL CONFLICTS OR TO AFFIRM THEY HAVE NO CONFLICTS AND ALSO BY RESIGNING THE ACKNOWLEDGMENT AND RETURNING TO HR. HR FORWARDS ANY COMPLETED DISCLOSURE STATEMENTS WHICH LIST CONFLICTS TO THE EXECUTIVE DIRECTOR FOR HIS REVIEW AND APPROPRIATE ACTION. FOR NSTA BOARD AND RELEVANT COMMITTEE MEMBERS, THE BOARD MEMBERS ARE GIVEN THE CONFLICT OF INTEREST POLICY DURING THE SUMMER BOARD MEETING. THEY ARE ASKED TO READ AND PRINT THE SIGNATURE PAGE AND RETURN THE FORM DURING THE MEETING. THIS MEETING IS THE FIRST OPPORTUNITY FOR THE ENTIRE GROUP TO VIEW, SIGN AND THEN RETURN IT. THE SIGNED FORMS ARE FILED IN THE EXECUTIVE OFFICE. COMMITTEES ARE PROVIDED THE POLICY AT THEIR FIRST MEETING OF EACH FISCAL YEAR OR AT THE BEGINNING OF THE FISCAL YEAR BY MAIL OR E-MAIL. IF A CONFLICT ARISES, THE INTERESTED PERSON HAVING A CONFLICT OR POTENTIAL CONFLICT OF INTEREST DISCLOSES ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE INTERESTED PERSON DOES NOT PARTICIPATE IN OR HEAR THE BOARD OF DIRECTORS OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE THE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. THE BOARD OF DIRECTORS OR COMMITTEE, IF APPLICABLE, DETERMINES WHETHER THE DISCLOSED INTEREST IS SUCH THAT NSTA (I) SHOULD NOT PROCEED WITH THE PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT, (II) SHOULD MODIFY THE PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT TO ELIMINATE THE CONFLICT, (III) SHOULD SEEK ANOTHER EQUALLY ADVANTAGEOUS CONTRACT, TRANSACTION OR ARRANGEMENT THAT DOES NOT PRESENT A CONFLICT OF INTEREST, OR (IV) SHOULD TAKE SUCH OTHER MEASURES DEEMED TO BE IN THE INTEREST OF NSTA. FORM 990, PART VI, SECTION B, LINE 15A FOR EQUITABLE SALARY ADJUSTMENTS AT HIGHER TIER LEVELS OF MANAGEMENT, THE HR DIRECTOR PROVIDES SALARY COMPARISONS OF SIMILAR POSITIONS, USUALLY DRAWN FROM THE MOST RECENTLY PUBLISHED NON-PROFIT SURVEYS, AND/OR COMPARISONS WITH SIMILAR EXECUTIVE POSITIONS' COMPENSATION INFORMATION AS DRAWN FROM PUBLICLY ACCESSIBLE 990 FORMS FILED BY SIMILAR NONPROFITS. THESE COMPARISONS ARE PRODUCED IN SPREADSHEET FORM AND ARE PROVIDED TO THE EXECUTIVE DIRECTOR AND EXECUTIVE STAFF AT NSTA FOR INTERNAL SALARY DECISIONS AND TO THE BOARD FOR EXECUTIVE DIRECTOR SALARY DECISIONS. CURRENTLY THE BOARD ONLY APPROVES THE EXECUTIVE DIRECTOR SALARY, IN CLOSED SESSION. THE PRESIDENT THEN PROVIDES THE HR DIRECTOR WITH A LETTER AUTHORIZING ANY CHANGE TO THE EXECUTIVE DIRECTOR SALARY. THE EXECUTIVE DIRECTOR HAS APPROVED THE SALARIES OF THE CFO AND OTHER EXECUTIVE STAFF. THE SALARY COMPARISONS FOR THE CFO AND THE OTHER ASSOCIATE EXECUTIVE DIRECTOR POSITIONS ARE PROVIDED TO THE EXECUTIVE DIRECTOR FOR REVIEW PRIOR TO ANY COMPENSATION REVISIONS OTHER THAN ORGANIZATION-WIDE COST OF LIVING ADJUSTMENTS. THE LAST SALARY REVIEW TOOK PLACE IN FEBRUARY 2021. FORM 990, PART VI, SECTION C, LINE 19 NSTA'S BYLAWS, OPERATING CONFLICT OF INTEREST, AND WHISTLEBLOWER POLICIES ARE AVAILABLE TO THE PUBLIC ON ITS MAIN WEBSITE. ALL GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART X, LINE 24: ON APRIL 17, 2020, THE ASSOCIATION RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $1,861,900 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SEVEN MONTHS. UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE WAS FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION IN MAY 2021. ON FEBRUARY 24, 2021, THE ASSOCIATION RECEIVED A SECOND LOAN PROCEEDS IN THE AMOUNT OF $1,861,865 UNDER THE PAYCHECK PROTECTION PROGRAM. THE ASSOCIATION INTENDS TO APPLY FOR FORGIVENESS AFTER COMPLETING THE 24-WEEK PERIOD. IF FORGIVENESS IS GRANTED, THE ASSOCIATION WILL RECORD REVENUE FROM DEBT EXTINGUISHMENTS DURING THE PERIOD THAT FORGIVENESS WAS APPROVED. FORM 990, PART XI, LINE 9: ACTUARIAL GAIN ON POSTRETIREMENT BENEFITS 352,058. FORM 990, PART VII, SECTION A: SOME BOARD MEMBERS RECEIVE STIPENDS FROM NSTA FOR THEIR WORK RELATED TO STUDENT COMPETITIONS. THIS COMPENSATION IS NOT RELATED TO EITHER INDIVIDUAL'S POSITION ON THE BOARD. THE PRESIDENT AND RETIRING PRESIDENT, HOWEVER, DO RECEIVE COMPENSATION RELATED TO HIS/HER POSITION ON THE BOARD. THIS COMPENSATION HAS BEEN REFLECTED ON PART VII, SECTION A. 1836 WILSON LLC 1836 WILSON BLVD ARLINGTON VA 22201 526055229 MANAGING THE CONSTRUCTION OF A POTENTIAL NEW OFFICE BUILDING VA 0 0 NSTA