2021-04-30T09:42:52-05:00 2020-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-07-01 237013310 NATIONAL ASSOCIATION OF STATE DIRECTORS OF DEVELOPMENTAL DISABILITIES SERVICES NATI 7036834202 301 N FAIRFAX STREET NO 101 ALEXANDRIA VA 22314 MARY SOWERS EXECUTIVE DIRECTOR 7036834202 2021-04-30 1 RICHARD J LOCASTRO CPA P00288314 3019519090 2019 2022-09-23 18:48:47Z MARY SOWERS 301 N FAIRFAX STREET NO 101 ALEXANDRIA VA 22314 5140708 0 X WWW.NASDDDS.ORG X 1964 WA SEE PART III, LINE 1. 8 8 15 8 0 0 321297 299372 4115198 4275200 602442 39853 7509 5468 5046446 4619893 0 0 0 0 1961363 2027649 0 0 0 2530484 2556626 4491847 4584275 554599 35618 4088705 4154305 1873614 1899233 2215091 2255072 X TO PROMOTE MUTUAL ASSISTANCE, COOPERATION, AND THE EXCHANGE OF INFORMATION AND IDEAS IN THE ADMINISTRATION OF PUBLIC DEVELOPMENTAL DISABILITIES PROGRAMS. 0 0 968995 1085693 STATE EMPLOYMENT LEADERSHIP NETWORK: A MULTI-STATE INITIATIVE AIMED AT BRINGING STATES TOGETHER TO IMPROVE EMPLOYMENT OUTCOMES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 984172 1020701 NATIONAL CORE INDICATORS PROJECT: A MULTI-STATE INITIATIVE AIMED AT DEVELOPING NATIONALLY-RECOGNIZED PERFORMANCE AND OUTCOME MEASURES THAT ENABLE A STATE'S DEVELOPMENTAL DISABILITY SERVICES AUTHORITY TO: A)BENCHMARK THE PERFORMANCE OF ITS SERVICE SYSTEM AGAINST PERFORMANCE LEVELS ACHIEVED ELSEWHERE; AND ALSO B) TRACK THE PROGRESS OF ITS OWN SERVICE SYSTEM OVER TIME. 843915 1337174 MEMBERSHIP: KEEPS MEMBER STATE AGENCIES ABREAST OF LATEST NATIONAL, STATE & LOCAL POLICY AND PROGRAMMATIC DEVELOPMENTS THROUGH MONTHLY NEWSLETTERS, ELECTRONIC BULLETINS, RESOURCE DIRECTORY AND OTHER PUBLICATIONS. ALSO, THE ASSOCIATION PROVIDES ASSISTANCE TO MEMBER STATE AGENCIES IN SOLVING A WIDE RANGE OF POLICY & SERVICE DELIVERY ISSUES, CONDUCTS SPECIAL STUDIES & SPONSORS TWO MEMBERSHIP MEETINGS. 104271 216838 OTHER PROGRAM 97515 184000 CULTURE OF QUALITY 310031 PROGRAM ADMIN 12796 12799 ICDD GRANTS 1502 41863 TA FEE BASED 310449 376132 COP: THE SUPPORTING FAMILIES COMMUNITY OF PRACTICE (COP) IS A STATE ELECTED PARTICIPATION PROGRAM THAT WORKS WITH STATE I/DD OPERATING AGENCIES AND STATE COUNCILS ON DEVELOPMENTAL DISABILITIES TO DEVELOP POLICIES AND PRACTICES THAT SUPPORT FAMILIES OF PEOPLE WITH I/DD SO THAT THEIR FAMILY MEMBER CAN BE FULLY ENGAGED IN THEIR LOCAL COMMUNITIES. 298014 ADMIN PROGRAMS 1134578 831632 3931660 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MARY SOWERS 7036834302 301 N FAIRFAX STREET NO 101 ALEXANDRIA VA 22314 MARK THOMAS PRESIDENT 2.00 X X 0 0 0 MARY BROGAN VICE PRESIDENT/PRESIDENT ELECT 2.00 X X 0 0 0 JORDON SCHEFF SECRETARY/TREASURER 2.00 X X 0 0 0 BERNIE SIMONS PAST PRESIDENT 2.00 X 0 0 0 LEE GROSSMAN DIRECTOR 2.00 X 0 0 0 KYLEE HOPE DIRECTOR 2.00 X 0 0 0 LILIA TENINTY DIRECTOR 2.00 X 0 0 0 VALERIE HUHN DIRECTOR 2.00 X 0 0 0 MARY P SOWERS DR. SP. PROJ. TO E.D. (TRANS 07/19) 37.50 X 205392 0 13716 MARY LOU BOURNE CHIEF QUALITY AND INNOVAITION 37.50 X 197728 0 14006 LAURA VEGAS DIRECTOR OF NCI 37.50 X 140281 0 30484 ROSEMARIE KENNEDY-LIZOTTE DIR. OF EMPLOYMENT POLICY 37.50 X 124572 0 14630 BARBARA BRENT DIR. OF STATE POLICY 37.50 X 122132 0 9794 ROBIN COOPER DIRECTOR OF TECHNICAL ASSISTANCE 37.50 X 114342 0 9453 MARY LEE FAY FORMER OFFICER (END 06/19) 37.50 X 148703 0 10132 1053150 0 102215 8 1 1 0 HUMAN SERVICES RESEARCH INSTITUTE 2336 MASSACHUSETTS AVE CAMBRIDGE MA 02140 RESEARCH SERVICES 821689 UNIVESTIY OF MASSACHUSETTS BOSTON 100 MORRISSEY BLVD BOSTON MA 02125 RESEARCH SERVICES 682291 UNIVERSITY OF MISSOURI-KANSAS CITY 5100 ROCKHILL RD KANSAS CITY MO 64110 RESEARCH SERVICES 103051 3 299372 299372 MEMBERSHIP DUES 900099 1099523 1099523 STATE LEADERSHIP NET. 900099 1085693 1085693 NTL. CORE LEADERSHIP 900099 1020701 1020701 COP 900099 376132 376132 REGISTRATION FEES 900099 236222 236222 456929 456929 4275200 63012 63012 497656 520815 -23159 -23159 -23159 OTHER INCOME 900099 5468 5468 5468 4619893 4275200 0 45321 X 235504 67706 167798 1485277 1136163 349114 84094 77056 7038 100807 93297 7510 121967 111759 10208 2085 2085 117093 99908 17185 18966 18966 1824753 1819130 5623 54957 15182 39775 34579 27915 6664 123112 121735 1377 249998 244000 5998 20385 20260 125 21456 17471 3985 13799 11227 2572 TAXES 1995 1995 SUBSCRIPTIONS & PUBS. 64891 59074 5817 PAYROLL FEES 3624 3402 222 REPAIRS AND MAINTENANCE 2597 2097 500 2336 2193 143 4584275 3931660 652615 0 X 2055277 1749602 222872 248069 18577 26610 187982 132121 40609 55861 1741370 2064163 10000 10000 4088705 4154305 899715 479019 833587 966206 301700 140312 152308 1873614 1899233 X 2215091 2255072 2215091 2255072 4088705 4154305 35618 4363 0 X 0 1 X 1 0 X 595727 384480 341668 321297 299372 1942544 3705942 3970029 4084837 4115198 4275200 20151206 4301669 4354509 4426505 4436495 4574572 22093750 0 110927 171642 177947 215256 385338 1061110 110927 171642 177947 215256 385338 1061110 21032640 40724 36042 37909 60549 63012 238236 40724 36042 37909 60549 63012 238236 10584 8460 25302 7509 5468 57323 4352977 4399011 4489716 4504553 4643052 22389309 0.93940 0.95130 0.01060 0.00980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 187982 132121 55861 55861 REFUNDABLE ADVANCE 152308 152308 X 4605290 4363 4363 4600927 18966 18966 4619893 4565309 0 4565309 18966 18966 4584275 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2020 AND 2019, NASDDDS 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. X X 0 0 0 0 0 0 0 1 0 MARY P SOWERS DR. SP. PROJ. TO E.D. (TRANS 07/19) 205392 0 0 0 0 0 12324 0 1392 0 219108 0 0 0 MARY LOU BOURNE CHIEF QUALITY AND INNOVAITION 195228 0 2500 0 0 0 11942 0 2064 0 211734 0 0 0 LAURA VEGAS DIRECTOR OF NCI 137781 0 2500 0 0 0 8467 0 22017 0 170765 0 0 0 MARY LEE FAY FORMER OFFICER (END 06/19) 130580 0 18123 0 0 0 8980 0 1152 0 158835 0 0 0 PART I, LINE 7 THE FOLLOWING RECIEVED BONUSES: MARY LOU BOURN: $2,500 MARY LEE FAY: $18,123 LAURA VEGAS: $2,500 ROSEMARIE KENNEDY-LIZAOTTE: $4,500 BARBARA BRENT: $4,500 ROBIN COOPER: $4,500 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO ATTAIN SUCH STATUS THROUGH PAYMENT OF AN ANNUAL MEMBERSHIP FEE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS AND OFFICERS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY INDEPENDENT ACCOUNTANTS. THE FORM WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED THROUGH THE EXECUTIVE DIRECTOR'S SUPERVISION OF EMPLOYEES. THE BOARD OF DIRECTORS ARE REQUIRED TO REVIEW AND SIGN A CONFLICT OF INTEREST STATEMENT WHEN THEY ARE ELECTED, AND THEN AGAIN ON AN ANNUAL BASIS (IN NOVEMBER). THE SIGNED FORMS ARE MAINTAINED IN THE OFFICE OF THE DIRECTOR OF ADMINISTRATIVE SERVICES. ANY EMPLOYEE OR BOARD MEMBER WITH A CONFLICT OF INTEREST WOULD RECUSE THEMSELVES FOR ALL DELIBERATIONS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS ALL EMPLOYEE SALARIES AND APPLIES A "COST OF LIVING" STANDARD TO SALARY ADJUSTMENTS. IN 2016, A SALARY SURVEY WAS USED TO NEGOTIATE THE EXECUTIVE DIRECTOR'S SALARY. THE PROCESS WAS DELIBERATED AND DOCUMENTED IN THE BOARD MINUTES. THE LAST COMPENSATION REVIEW TOOK PLACE APRIL 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE THROUGH ITS WEBSITE. ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G RESEARCH CONTRACT FEES: PROGRAM SERVICE EXPENSES 1,819,130. MANAGEMENT AND GENERAL EXPENSES 5,623. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,824,753. FORM 990, PART X, LINE 24 ON MAY 5, 2020, THE NASDDDS RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $301,700 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 MAY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION IN WHOLE OR IN PART. NASDDDS INTENDS TO USE THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND BELIEVES THAT ITS USE OF THE LOAN PROCEEDS WILL MEET THE CONDITIONS FOR FORGIVENESS OF THE LOAN. NASDDDS INTENDS TO APPLY FOR FORGIVENESS AFTER COMPLETING THE 24 WEEK SPENDING PERIOD. IF FORGIVENESS IS GRANTED, NASDDDS WILL RECORD REVENUE FROM DEBT EXTINGUISHMENT DURING THE PERIOD THAT FORGIVENESS IS APPROVED.