NATIONAL BUSINESS OFFICERS ASSOCIATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL BUSINESS OFFICERS ASSOCIATION INC (EIN 52-2086855)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202241339349304114
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T10:59:17-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522086855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL BUSINESS OFFICERS ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2024077140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 I STREET NW NO 675 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY SHIELDS | PersonNm |
| Person Title | PRESIDENT & CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2024077140 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | SHIELDS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J ANDREW SMITH | PreparerPersonNm |
| PTIN | P00635175 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2022-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY SHIELDS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 I STREET NW NO 675 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,729,546 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NBOA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT ALL ASPECTS OF INDEPENDENT SCHOOL BUSINESS OPERATIONS, EDUCATION & BEST PRACTICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 109 | TotalVolunteersCnt |
| Total Gross UBI | $181,180 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $7,393 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $308,560 | PYContributionsGrantsAmt |
| CY Contributions Grants | $315,720 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,455,861 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,771,670 | CYProgramServiceRevenueAmt |
| PY Investment Income | $142,535 | PYInvestmentIncomeAmt |
| CY Investment Income | $249,340 | CYInvestmentIncomeAmt |
| PY Other Revenue | $99,836 | PYOtherRevenueAmt |
| CY Other Revenue | $121,408 | CYOtherRevenueAmt |
| PY Total Revenue | $6,006,792 | PYTotalRevenueAmt |
| CY Total Revenue | $5,458,138 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,621,151 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,811,707 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $109,123 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,963,639 | PYOtherExpensesAmt |
| CY Other Expenses | $1,948,455 | CYOtherExpensesAmt |
| PY Total Expenses | $5,584,790 | PYTotalExpensesAmt |
| CY Total Expenses | $4,760,162 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $422,002 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $697,976 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,778,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,181,383 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,196,520 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,389,594 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,582,468 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,791,789 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NATIONAL BUSINESS OFFICERS ASSOCIATION (NBOA) SUPPORTS ALL BUSINESS OPERATIONS OF INDEPENDENT SCHOOLS, INCLUDING FINANCIAL OPERATIONS, FACILITIES MANAGEMENT, HUMAN RESOURCES AND INFORMATION TECHNOLOGY.NBOA DEVELOPS, DELIVERS AND PROMOTES BEST BUSINESS PRACTICES TO ADVANCE INDEPENDENT SCHOOLS AND PROVIDES EXCELLENCE IN EDUCATION SUPPORTED BY WORLD-CLASS BUSINESS OPERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,305,179 | ExpenseAmt |
| Revenue | $3,751,171 | RevenueAmt |
| Desc | MEMBER SERVICES: 1,400 ASSISTED MEMBERS STREAMLINE BUSINESS AND STRATEGIC OPERATIONS THROUGH INFORMATION SHARING, EDUCATION, RESEARCH, ENHANCED COMMUNICATIONS, AND A POOLED PURCHASING PROGRAM AND AFFINITY PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $644,000 | ExpenseAmt |
| Revenue | $839,319 | RevenueAmt |
| Desc | PROGRAMS AND EVENTS: PROVIDES ITS MEMBERS PROFESSIONAL DEVELOPMENT, INFORMATION EXCHANGE, AND NETWORKING ACTIVITIES. PARTICIPANTS LEARN FROM INDUSTRY EXPERTS, DISCOVER CUTTING-EDGE SOLUTIONS AND EXCEPTIONAL BEST PRACTICES. ATTENDEES MAY EARN CPE, SHRM, AND HRCI CREDITS FOR PARTICIPATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $499,958 | ExpenseAmt |
| Revenue | $38,933 | RevenueAmt |
| Desc | PUBLICATIONS: NBOA'S PUBLICATIONS (INCLUDING THE PRINT MAGAZINE "NET ASSETS", E-NEWSLETTER "NET ASSETS NOW AND WEB PAGE "NETASSETS.ORG") OFFER PRACTICAL, RELEVANT GUIDANCE TO KEY COMPONENTS OF THE BUSINESS OFFICE AND SOUND, COMPREHENSIVE BUSINESS-OFFICE PRACTICES IN KEY FINANCIAL AND OPERATIONAL AREAS, REGULATORY COMPLIANCE, FINANCIAL REPORTING, TECHNOLOGY AND ENVIRONMENTAL SUSTAINABILITY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $154,241 | ExpenseAmt |
| Desc | MEMBER DEVELOPMENT: PROVIDES MEMBERS WITH AN EXTENSIVE RANGE OF RESOURCES THROUGH ITS WEBSITE, INCLUDING A VIRTUAL LIBRARY WITH MORE THAN 500 TEMPLATES, FORMS AND WHITE PAPERS RELATED TO BUSINESS OFFICE OPERATIONS AND BEST PRACTICES; MEMBER FORUMS; AND ONLINE MEMBER DIRECTORY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $154,241 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,603,378 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY SHIELDS | PersonNm |
| Phone | 2024077140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 I STREET NW SUITE 675 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| JEFFREY SHIELDS | |||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $428,745 | $0 | $67,097 | ||
| JAMES PALMIERI | |||||||
| SENIOR VP | 40.00 | $191,267 | $0 | $37,743 | Yes (X) | ||
| JENNIFER HILLEN | |||||||
| CHIEF LEARNING OFFICER | 40.00 | $163,689 | $0 | $27,820 | Yes (X) | ||
| BARRY PILSON | |||||||
| VP, MEMBERSHIP/MARKETING | 40.00 | $143,595 | $0 | $16,613 | Yes (X) | ||
| BRIAN GREEN | |||||||
| DIRECTOR, IT AND WEB SERVICES | 40.00 | $115,201 | $0 | $29,246 | Yes (X) | ||
| IRENA REESE | |||||||
| VP, FINANCE AND ADMIN | 40.00 | $103,001 | $0 | $9,200 | Yes (X) | ||
| CHUCK MCCULLAGH | |||||||
| BOARD CHAIR | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROSE NEUBERT | |||||||
| BOARD CHAIR - ELECT | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUSAN LANSVERK | |||||||
| TREASURER | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DUNCAN BOOTH | |||||||
| SECRETARY | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LAUREL BAKER-TEW | |||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| SARA SKINNER | |||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| NISHANT MEHTA | |||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| JT COATS | |||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL EBELING | |||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES COOPER | |||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| HEATHER HOERLE | |||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| RICK BRANSON | |||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| DONNA PACCHIONI | |||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| DEV TALVADKAR | |||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| BEN LEWIS | |||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| ANN MARIE TIDONA | |||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| ALEX HEIBERGER | |||||||
| DIRECTOR (THRU JANUARY 2021) | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| JOE CARTER | |||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| LINDA DENNISON | |||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| TOM ARNOLD | |||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,145,498 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $187,719 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEASURING SUCCESS LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1629 K STREET NW SUITE 604 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | RESEARCH DATA PLATFORM DEVELOPMENT AND M | ServicesDesc |
| Compensation | $127,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $315,720 | AllOtherContributionsAmt |
| Total Contributions | $315,720 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 541190 | $3,751,171 | $3,751,171 | |
| PROGRAMS & EVENTS | 541900 | $839,319 | $839,319 | |
| ADVERTISING | 541800 | $181,180 | $181,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,771,670 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,948 | TotalRevenueColumnAmt |
| Exclusion | $125,948 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,475 | TotalRevenueColumnAmt |
| Exclusion | $82,475 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,392,069 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,268,677 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $123,392 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,392 | TotalRevenueColumnAmt |
| Exclusion | $123,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $41,664 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,731 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,933 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,933 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,458,138 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,629,423 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $181,180 | UnrelatedBusinessRevenueAmt |
| Exclusion | $331,815 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,294 | TotalAmt |
| Program Services | $417,599 | ProgramServicesAmt |
| Management And General | $24,565 | ManagementAndGeneralAmt |
| Fundraising | $49,130 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,869,379 | TotalAmt |
| Program Services | $1,532,716 | ProgramServicesAmt |
| Management And General | $290,112 | ManagementAndGeneralAmt |
| Fundraising | $46,551 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,513 | TotalAmt |
| Program Services | $126,364 | ProgramServicesAmt |
| Management And General | $25,105 | ManagementAndGeneralAmt |
| Fundraising | $3,044 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,363 | TotalAmt |
| Program Services | $112,121 | ProgramServicesAmt |
| Management And General | $20,060 | ManagementAndGeneralAmt |
| Fundraising | $4,182 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,158 | TotalAmt |
| Program Services | $132,207 | ProgramServicesAmt |
| Management And General | $21,735 | ManagementAndGeneralAmt |
| Fundraising | $6,216 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,786 | TotalAmt |
| Management And General | $33,786 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,925 | TotalAmt |
| Management And General | $20,925 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,745 | TotalAmt |
| Management And General | $13,745 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,321 | TotalAmt |
| Management And General | $47,321 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,022 | TotalAmt |
| Program Services | $58,022 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,882 | TotalAmt |
| Program Services | $6,961 | ProgramServicesAmt |
| Management And General | $129,921 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,822 | TotalAmt |
| Program Services | $118,785 | ProgramServicesAmt |
| Management And General | $78,037 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,113 | TotalAmt |
| Management And General | $221,113 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,719 | TotalAmt |
| Program Services | $4,719 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,608 | TotalAmt |
| Program Services | $190,775 | ProgramServicesAmt |
| Management And General | $17,833 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137 | TotalAmt |
| Management And General | $137 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,080 | TotalAmt |
| Program Services | $366,873 | ProgramServicesAmt |
| Management And General | $23,207 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,603 | TotalAmt |
| Management And General | $24,603 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESEARCH | $377,274 | $377,274 | |
| MAGAZINE/E-NEWSLETTER/B | $144,356 | $144,356 | |
| PROFESSIONAL DEVELOPMEN | $10,973 | $10,973 | |
| USER FEES | $10,000 | $10,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,089 | TotalAmt |
| Program Services | $4,606 | ProgramServicesAmt |
| Management And General | $44,483 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,760,162 | TotalAmt |
| Program Services | $3,603,378 | ProgramServicesAmt |
| Management And General | $1,047,661 | ManagementAndGeneralAmt |
| Fundraising | $109,123 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,562,387 | BOYAmt |
| EOY | $1,844,534 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,499,476 | BOYAmt |
| EOY | $1,474,960 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,346 | BOYAmt |
| EOY | $123,470 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,200 | BOYAmt |
| EOY | $125,773 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $311,563 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $257,303 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,362 | BOYAmt |
| EOY | $54,260 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,791,733 | BOYAmt |
| EOY | $6,230,614 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,524 | BOYAmt |
| EOY | $307,812 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,960 | BOYAmt |
| EOY | $19,960 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,778,988 | BOYAmt |
| EOY | $10,181,383 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,899 | BOYAmt |
| EOY | $217,208 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,899,576 | BOYAmt |
| EOY | $3,103,920 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,045 | BOYAmt |
| EOY | $68,466 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,196,520 | BOYAmt |
| EOY | $3,389,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,582,468 | BOYAmt |
| EOY | $6,791,789 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,582,468 | BOYAmt |
| EOY | $6,791,789 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,778,988 | BOYAmt |
| EOY | $10,181,383 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $697,976 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $511,345 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $340,525 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $302,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $345,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $308,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $315,720 | CurrentTaxYearAmt |
| Total | $1,612,655 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $340,525 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $302,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $345,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $308,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $315,720 | CurrentTaxYearAmt |
| Total | $1,612,655 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $588,599 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,024,056 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,190 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $275,751 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $224,903 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $208,423 | CurrentTaxYearAmt |
| Total | $1,059,731 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,622 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,499 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,148 | CurrentTaxYearAmt |
| Total | $184,014 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,856,400 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $24,727,734 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.35850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.35390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,765 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,809 | DepreciationAmt |
| Book Value | $6,956 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $260,502 | OtherCostOrOtherBasisAmt |
| Depreciation | $217,624 | DepreciationAmt |
| Book Value | $42,878 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,296 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,870 | DepreciationAmt |
| Book Value | $4,426 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,260 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE | $3,801 |
| DEFERRED RENT | $64,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $68,466 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,988,469 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $511,345 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $30,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,731 | OtherRevenueAmt |
| Revenue Not Reported | $544,076 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,444,393 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $13,745 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $13,745 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,458,138 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,779,148 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $30,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,731 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $32,731 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,746,417 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $13,745 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $13,745 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,760,162 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | NBOA IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI), AND HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION BY THE INTERNAL REVENUE SERVICE UNDER SECTION 509(A). INCOME FROM ACTIVITIES NOT DIRECTLY RELATED TO NBOA'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, NBOA INCURRED APPROXIMATELY $1,553 AND $2,050 IN TAXES FOR UNRELATED TRADE OR BUSINESS INCOME, RESPECTIVELY. NBOA HAS EVALUATED ITS TAX POSITIONS AS OF JUNE 30, 2021 AND 2020, AND HAS DETERMINED THE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UNDER EXAMINATION. NBOA IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOOD SOLD FROM SALES OF INVENTORY 2,731. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD FROM SALES OF INVENTORY 2,731. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY SHIELDS | ||||||||||||||
| PRESIDENT AND CEO | $396,174 | $0 | $19,000 | $0 | $13,571 | $0 | $48,000 | $0 | $19,097 | $0 | $495,842 | $0 | $0 | $0 |
| JAMES PALMIERI | ||||||||||||||
| SENIOR VP | $186,267 | $0 | $5,000 | $0 | $0 | $0 | $19,855 | $0 | $17,888 | $0 | $229,010 | $0 | $0 | $0 |
| JENNIFER HILLEN | ||||||||||||||
| CHIEF LEARNING OFFICER | $153,689 | $0 | $10,000 | $0 | $0 | $0 | $16,720 | $0 | $11,100 | $0 | $191,509 | $0 | $0 | $0 |
| BARRY PILSON | ||||||||||||||
| VP, MEMBERSHIP/MARKETING | $143,595 | $0 | $0 | $0 | $0 | $0 | $1,867 | $0 | $14,746 | $0 | $160,208 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HEALTH CLUB DUES OR INITIATION FEES ARE PROVIDED TO ALL STAFF INCLUDING JEFFREY SHIELDS, PRESIDENT AND CEO. FOR THE CALENDAR YEAR 2020, THOSE BENEFITS AMOUNTED TO $1,500. |
| PART I, LINE 4B | NBOA HAS A DEFERRED COMPENSATION PLAN UNDER CODE SECTION 457(B). IN ACCORDANCE WITH THE PRESIDENT AND CEO'S EMPLOYMENT AGREEMENT, NBOA CONTRIBUTES THE MAXIMUM AMOUNT ALLOWABLE IN EQUAL MONTHLY INSTALLMENTS. DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2020, NBOA CONTRIBUTED TO THE PLAN FOR JEFFREY SHIELDS, PRESIDENT & CEO. |
| PART I, LINE 7 | NON-FIXED PAYMENTS CONSISTED OF STAFF BONUSES, WHICH ARE DETERMINED BY THE CEO. THE CEO'S BONUS IS DETERMINED BY THE BOARD. THE FOLLOWING INDIVIDUALS RECEIVED SUCH A NON-FIXED PAYMENT AS PART OF 2020 W-2 COMPENSATION: JEFFREY SHIELDS, PRESIDENT AND CEO, $19,000 JAMES PALMIERI, SENIOR VP, $5,000 BRIAN GREEN, DIRECTOR, IT & WEB SERVICES, $3,000 JENNIFER HILLEN, VP OF PROFESSIONAL DEVELOPMENT AND BUSINESS AFFAIRS, $10,000 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE OF THE BOARD SHALL CONSIST OF THE DULY ELECTED OR APPOINTED OFFICERS, AND UP TO TWO ADDITIONAL DIRECTORS APPOINTED BY THE CHAIR OF THE BOARD AND RATIFIED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL NORMALLY SERVE A TERM OF ONE YEAR. THE EXECUTIVE COMMITTEE, IN BETWEEN MEETINGS OF THE BOARD, SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF NBOA, EXCEPT THAT SUCH COMMITTEE SHALL HAVE NO AUTHORITY TO AMEND, ALTER, OR REPEAL THE BYLAWS, TO ELECT, APPOINT OR REMOVE ANY DIRECTOR OR OFFICER OF NBOA, OR TO APPROVE ANY CHARTER DOCUMENT REQUIRED TO BE FILED WITH THE STATE DEPARTMENT OF ASSESSMENTS AND TAXATION OF MARYLAND. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO REVIEW AND RECOMMEND THE SALARY OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF NBOA. |
| FORM 990, PART VI, SECTION A, LINE 4 | -MEMBERSHIP CLASS WAS ADDED TO THE BYLAWS. -NOTICE BY MAIL POSTED OF THE PLACE, DAY AND HOUR OF EVERY REGULAR AND SPECIAL MEETING SHALL BE GIVEN TO EACH DIRECTOR, WAS REMOVED FROM THE NEW BYLAWS. -BOARD TERMS WAS MODIFIED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE DRAFT RETURN IN DETAIL AND APPROVES ITS SUBMISSION. THE FORM 990 IS PROVIDED ELECTRONICALLY TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD OF DIRECTORS SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST STATEMENTS TO DETERMINE IF THERE ARE POTENTIAL CONFLICTS. THE GOVERNANCE COMMITTEE CHAIR AND BOARD SECRETARY REPORTS ON FINDINGS OF THE REVIEW TO THE FULL BOARD OF DIRECTORS. THERE HAS BEEN NO INSTANCE WHERE THERE WAS A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | ON BEHALF OF THE BOARD OF DIRECTORS, THE BOARD CHAIR ESTABLISHES THE INITIAL COMPENSATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO). THE BOARD OF DIRECTORS APPROVES THE APPOINTMENT, EMPLOYMENT, AND COMPENSATION OF THE PRESIDENT AND CEO, AND ENTERS INTO A WRITTEN EMPLOYMENT AGREEMENT WITH THE PRESIDENT AND CEO. COMPENSATION IS BASED ON THE COMPENSATION LEVELS OF KEY EXECUTIVES OF SIMILAR ORGANIZATIONS. THE AGREEMENT CURRENTLY IN FORCE WAS MADE IN 2020 AND IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. ANY INCREASE TO THE PRESIDENT AND CEO'S BASE COMPENSATION RESULTS FROM THE ANNUAL EVALUATION BY THE EXECUTIVE COMMITTEE, OF ACHIEVEMENT OF MUTUALLY AGREED GOALS AND OBJECTIVES, AND WILL BE SHARED WITH THE BOARD OF DIRECTORS. REVIEWS ARE CONDUCTED ANNUALLY IN ACCORDANCE WITH PROCEDURES ESTABLISHED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE ADEQUATELY, AND CONCURRENTLY, DOCUMENTS THE BASIS FOR ITS DETERMINATION, AND THE COMPENSATION IT PAYS TO DISQUALIFIED PERSONS IS PRESUMED TO BE AT FAIR MARKET VALUE. THE PROCESS WAS MOST RECENTLY APPLIED IN 2021. COMPENSATION FOR OTHER KEY EMPLOYEES WAS ESTABLISHED BY INDEPENDENT PERSONS USING MARKET ANALYSIS DATA. THE BASIS FOR ANY DETERMINATION IS ADEQUATELY AND CONCURRENTLY DOCUMENTED, AND THE COMPENSATION PAID TO DISQUALIFIED PERSONS IS PRESUMED TO BE AT FAIR MARKET VALUE. THIS PROCESS WAS MOST RECENTLY APPLIED IN 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | AT THE ORGANIZATION'S DISCRETION, IT MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE BYLAWS ARE ALSO POSTED ON THE NBOA'S WEBSITE. |
| FORM 990, PART VI, SECTION B, LINE 15A | ON BEHALF OF THE BOARD OF DIRECTORS, THE BOARD CHAIR ESTABLISHES THE INITIAL COMPENSATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO). THE BOARD OF DIRECTORS APPROVES THE APPOINTMENT, EMPLOYMENT, AND COMPENSATION OF THE PRESIDENT AND CEO, AND ENTERS INTO A WRITTEN EMPLOYMENT AGREEMENT WITH THE PRESIDENT AND CEO. COMPENSATION IS BASED ON THE COMPENSATION LEVELS OF KEY EXECUTIVES OF SIMILAR ORGANIZATIONS. THE AGREEMENT CURRENTLY IN FORCE WAS MADE IN 2020 AND IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. ANY INCREASE TO THE PRESIDENT AND CEO'S BASE COMPENSATION RESULTS FROM THE ANNUAL EVALUATION BY THE EXECUTIVE COMMITTEE, OF ACHIEVEMENT OF MUTUALLY AGREED GOALS AND OBJECTIVES, AND WILL BE SHARED WITH THE BOARD OF DIRECTORS. REVIEWS ARE CONDUCTED ANNUALLY IN ACCORDANCE WITH PROCEDURES ESTABLISHED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE ADEQUATELY, AND CONCURRENTLY, DOCUMENTS THE BASIS FOR ITS DETERMINATION, AND THE COMPENSATION IT PAYS TO DISQUALIFIED PERSONS IS PRESUMED TO BE AT FAIR MARKET VALUE. THE PROCESS WAS MOST RECENTLY APPLIED IN 2021. |
Comments