2025-08-13T09:31:20-05:00 2024-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-10-01 530196547 NATIONAL DEFENSE INDUSTRIAL ASSOCIATION NATI 7035221820 2101 WILSON BLVD 700 ARLINGTON VA 22201 TONY LAWRENCE DIRECTOR OF FINANCE 7035221820 2025-08-13 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2025-03-06 01:10:19Z DAVID L NORQUIST 2101 WILSON BLVD 700 ARLINGTON VA 22201 59534943 0 X WWW.NDIA.ORG X 1919 DC TO PROMOTE THE SAFETY AND SECURITY OF THE NATION. 87 86 104 300 762706 0 286994 44572 23905763 28178847 8494361 7565186 249056 252477 32936174 36041082 1001478 837537 0 0 13739630 13886080 0 0 0 16423281 18697067 31164389 33420684 1771785 2620398 88659502 97544310 25525604 24661323 63133898 72882987 X AS THE WORLD'S TRUSTED LEADER IN PROFESSIONAL NATIONAL SECURITY AND DEFENSE ASSOCIATIONS, NDIA CONVENES THE MOST THOUGHTFUL AND INNOVATIVE LEADERS TO ADVANCE AND ADVOCATE FOR BEST PRACTICES, INITIATIVES, AND PRODUCTS IN DEFENSE, TO ENSURE THE SAFETY AND SECURITY OF OUR NATION, ITS ALLIES AND PARTNERS. NDIA PROVIDES TRUSTED LEADERSHIP THROUGH THE CONVENING AND COLLABORATION OF GLOBAL LEADERS TO SOLVE THE MOST COMPLEX CHALLENGES IN DEFENSE AND NATIONAL SECURITY. 0 0 12309564 442335 21465033 MEETINGS & EXHIBITS: THE NDIA PROMOTES ACTIVITIES AND FORUMS FOR THE INTERCHANGE BETWEEN INDUSTRY AND GOVERNMENT ON TECHNOLOGY AND ACQUISITION DEVELOPMENTS. IN ADDITION, IT PROVIDES STATE OF THE ART DEFENSE TECHNOLOGY UPDATES AND PROMOTES BETTER MANAGEMENT TECHNIQUES THROUGH SYMPOSIA. NDIA'S DIVISIONS COVER A WIDE SPECTRUM OF INTEREST AREAS THAT ARE IMPORTANT TO THE NATIONAL DEFENSE PREPAREDNESS EFFORT. THE DIVISIONS ARE ORGANIZED TO PROMOTE THE EXCHANGE OF TECHNICAL INFORMATION RELATED TO THE RESEARCH, DEVELOPMENT, PRODUCTION, LOGISTICS, AND MANAGEMENT OF WEAPONS SYSTEMS, POLICY, ASSOCIATED SUPPORT, AND TRAINING AMONG THE DEPARTMENT OF DEFENSE, OTHER FEDERAL GOVERNMENT AND STATE AGENCIES, INDUSTRY, ACADEMIA, AND SCIENTIFIC AGENCIES. 5267054 25750 939451 ETI, MARKETING & OUTREACH: COSTS ASSOCIATED WITH MARKETING, COMMUNICATION, PUBLIC RELATIONS AND THE ASSOCIATION'S MAGAZINE. THE NATIONAL DEFENSE MAGAZINE IS A MONTHLY MAGAZINE THAT IS PUBLISHED TO HELP EDUCATE GOVERNMENT, INDUSTRY, AND THE PUBLIC REGARDING DEFENSE ISSUES AND RELATED TECHNOLOGY DEVELOPMENTS. 4452536 369452 5774363 CHAPTERS AND DIVISIONS: THE NDIA AND WID CHAPTERS ARE PART OF THE NDIA ENTITY AND ARE ORGANIZED GEOGRAPHICALLY FOR THE PURPOSE OF ENCOURAGING ACTIVITIES THAT SUPPORT THE ASSOCIATION'S VISION, MISSION, AND GOALS. MANY ARE LOCATED NEAR MAJOR MILITARY COMMANDS, RESEARCH CENTERS, AND DEFENSE AGENCIES AND CONDUCT PROGRAMS TO INFORM THEIR MEMBERS AND COMMUNITIES ABOUT NATIONAL SECURITY AND THE INDUSTRIAL BASE. 22029154 1 0 0 1 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 144 0 1 104 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 87 86 0 0 0 0 1 0 0 1 1 0 1 1 0 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 LATOSHA HILL 7035221820 2101 WILSON BLVD 700 ARLINGTON VA 22201 DAVID NORQUIST CEO 40.00 X X 1366181 0 9997 LISA S DISBROW BOARD CHAIR 1.00 X X 0 0 0 JOHN A BONSELL BOARD VICE CHAIR 1.00 X X 0 0 0 MICHAEL J BAYER IMMEDIATE PAST BOARD CHAIR 1.00 X X 0 0 0 ANGELA M AMBROSE DIRECTOR 1.00 X 0 0 0 PAUL ARCANGELI DIRECTOR 1.00 X 0 0 0 JOHN BEAVER DIRECTOR 1.00 X 0 0 0 CURT BECKEMEYER DIRECTOR 1.00 X 0 0 0 MARK BITTERMAN DIRECTOR 1.00 X 0 0 0 JEFFREY W BOHLING DIRECTOR 1.00 X 0 0 0 THERESA CAMPOBASSO DIRECTOR 1.00 X 0 0 0 DAVID CASWELL USAF RET DIRECTOR 1.00 X 0 0 0 JOHN CHADBOURNE USA RET DIRECTOR 1.00 X 0 0 0 MARK CHERRY DIRECTOR 1.00 X 0 0 0 WILLIAM CONLEY DIRECTOR 1.00 X 0 0 0 SCOTT COOPER USMC RET DIRECTOR 1.00 X 0 0 0 JOHN COOPER USAF RET DIRECTOR 1.00 X 0 0 0 KENNY CUSHING DIRECTOR 1.00 X 0 0 0 PAUL DELLANEVE DIRECTOR 1.00 X 0 0 0 JOSEPH DEVOOGHT DIRECTOR 1.00 X 0 0 0 MICHAEL DIETZ DIRECTOR 1.00 X 0 0 0 PAULA EDWARDS DIRECTOR 1.00 X 0 0 0 PETE FORD DIRECTOR 1.00 X 0 0 0 RICHARD P FORMICA USA RET DIRECTOR 1.00 X 0 0 0 KEN GARBER DIRECTOR 1.00 X 0 0 0 ROBERT A GECKLE JR DIRECTOR 1.00 X 0 0 0 PETE GIAMBASTIANI DIRECTOR 1.00 X 0 0 0 BRUCE GJOVIG DIRECTOR 1.00 X 0 0 0 WILL GOODMAN DIRECTOR 1.00 X 0 0 0 DAVID D HALVERSON USA RET DIRECTOR 1.00 X 0 0 0 TANIA HANNA DIRECTOR 1.00 X 0 0 0 SHARON HARDIE DIRECTOR 1.00 X 0 0 0 STEPHEN C HEDGER LTC USAR DIRECTOR 1.00 X 0 0 0 DEAN HOFFMAN IV USA RET DIRECTOR 1.00 X 0 0 0 HEATHER HOPKINS DIRECTOR 1.00 X 0 0 0 THOMAS A HORLANDER USA RET DIRECTOR 1.00 X 0 0 0 RICHARD W HUNT USN RET DIRECTOR 1.00 X 0 0 0 GRETCHEN LARSEN IDSINGA DIRECTOR 1.00 X 0 0 0 TAMARA JACK DIRECTOR 1.00 X 0 0 0 DANIEL JAWOROWSKI DIRECTOR 1.00 X 0 0 0 LOGAN JONES DIRECTOR 1.00 X 0 0 0 SUSANNAH KERR DIRECTOR 1.00 X 0 0 0 MICHAEL KUIKEN DIRECTOR 1.00 X 0 0 0 MATTHEW J KUTA DIRECTOR 1.00 X 0 0 0 BRETT B LAMBERT DIRECTOR 1.00 X 0 0 0 LOUIS LAUTER DIRECTOR 1.00 X 0 0 0 LEE K LEVY II USAF RET DIRECTOR 1.00 X 0 0 0 MEAGAN S LINN DIRECTOR 1.00 X 0 0 0 ARMANDO LOPEZ JR USA RET DIRECTOR 1.00 X 0 0 0 ML MACKEY DIRECTOR 1.00 X 0 0 0 THERESA MAYER DIRECTOR 1.00 X 0 0 0 LAURA MCALEER DIRECTOR 1.00 X 0 0 0 KRIS E MCGUIRE DIRECTOR 1.00 X 0 0 0 MEGAN MILAM DIRECTOR 1.00 X 0 0 0 JAMIE MILLER DIRECTOR 1.00 X 0 0 0 KEVIN S MORTENSEN USAF RET DIRECTOR 1.00 X 0 0 0 AMY MOTKO DIRECTOR 1.00 X 0 0 0 TARA MURPHY DOUGHERTY DIRECTOR 1.00 X 0 0 0 JEFFREY JEB NADANER DIRECTOR 1.00 X 0 0 0 MICHAEL A NIGGEL DIRECTOR 1.00 X 0 0 0 AFOLABI OJUMU DIRECTOR 1.00 X 0 0 0 DEBBIE OPIEKUN DIRECTOR 1.00 X 0 0 0 LEIGH PALMER DIRECTOR 1.00 X 0 0 0 MICHELE PEARCE USAF RET DIRECTOR 1.00 X 0 0 0 BRIAN E PERRY DIRECTOR 1.00 X 0 0 0 MARISA RHODE DIRECTOR 1.00 X 0 0 0 REGINALD ROBINSON USAF RET DIRECTOR 1.00 X 0 0 0 BETSY SCHMID DIRECTOR 1.00 X 0 0 0 JIM SEGELSTROM DIRECTOR 1.00 X 0 0 0 KATHRYN SELBE DIRECTOR 1.00 X 0 0 0 DAN SENNOTT USA RET DIRECTOR 1.00 X 0 0 0 JAY B SILVERIA DIRECTOR 1.00 X 0 0 0 ROBERT L SIMMONS DIRECTOR 1.00 X 0 0 0 KRAIG SIRACUSE USN DIRECTOR 1.00 X 0 0 0 AMY SMITH DIRECTOR 1.00 X 0 0 0 MICHAEL SMITH DIRECTOR 1.00 X 0 0 0 MARY SPRINGER DIRECTOR 1.00 X 0 0 0 JAMES M STEVISON DIRECTOR 1.00 X 0 0 0 ROBERT STEWART DIRECTOR 1.00 X 0 0 0 JAMES THOMAS DIRECTOR 1.00 X 0 0 0 PETER B TRAINER USAF RET DIRECTOR 1.00 X 0 0 0 ALLY VERES DIRECTOR 1.00 X 0 0 0 DANIEL WALSH USCG RET DIRECTOR 1.00 X 0 0 0 PATRICIA WARD DIRECTOR 1.00 X 0 0 0 JOHN WASON USA RET DIRECTOR 1.00 X 0 0 0 MARTIN WHELAN USAF RET DIRECTOR 1.00 X 0 0 0 BRENT WILDASIN USA RET DIRECTOR 1.00 X 0 0 0 JENNIFER STEWART EVP STRATEGIC PROG & POLICY 40.00 X 497334 0 8300 JAMES ROBB PRESIDENT-NTSA (UNTIL 11/2023) 40.00 X 371329 0 7018 TONY LAWRENCE CFO/DIRECTOR OF FINANCE 40.00 X 234769 0 30729 GUY WALSH EXECUTIVE VICE PRES. (FROM 6/2023) 40.00 X 207262 0 3127 HUGH WEBSTER SECRETARY 1.00 X 0 0 0 ARUN SERAPHIN EXECUTIVE DIRECTOR - ETI 40.00 X 357203 0 8629 CHRISTINE KLEIN SR. VP MEETINGS 40.00 X 337336 0 16403 RACHEL MCCAFFREY SR. VP MEMBERSHIP 40.00 X 310281 0 8139 SCOTT REKDAL SR. VP MARKETING 40.00 X 271473 0 30864 REBECCA WOSTENBERG RESEARCH FELLOW - ETI 40.00 X 205949 0 27898 DEBORAH DYSON VP - NTSA 40.00 X 210690 0 10900 LATOSHA HILL CONTROLLER 40.00 X 194566 0 19342 STEWART MAGNUSON EDITOR - MAGAZINE 40.00 X 167993 0 18956 TAMMY HOFFMAN DIRECTOR IT 40.00 X 174776 0 4539 JAMES BOOZER FORMER EXEC. V.P. (END 4/2023) 40.00 X 278207 0 239 MARK LEWIS FORMER EXEC. DIR.-ETI (END 5/2023) 40.00 X 206671 0 13772 5392020 0 218852 33 1 1 0 ORANGE COUNTY CONVENTION 9800 INTERNATIONAL DRIVE ORLANDO FL 32819 CONVENTION & EXHIBITION CENTER 436028 FRY COMMUNICATIONS INC 800 WEST CHURCH RD MECHANICSBURG PA 17055 COMMUNICATION SERVICES 429391 VISION CREATIVE 8198 TERMINAL ROAD SUITE 100 LORTON VA 22079 EVENT MANAGEMENT 394952 HAWAII CONVENTION CENTER 1801 KALAKAUA AVENUE HONOLULU HI 96815 CONVENTION & EXHIBITION CENTER 356772 LMG TECHNICAL SERVICES LLC 2350 INVESTORS ROW ORLANDO FL 32837 EVENT TECHNOLOGY SOLUTIONS 303225 32 44572 44572 MEETING REGISTRATIONS 900099 8369948 8369948 EXHIBITS 900099 7211650 7211650 CHAPTER ACTIVITIES 900099 5774363 5774363 MEMBERSHIP DUES 900099 3308493 3308493 SPONSORSHIPS 900099 2574942 2574942 939451 176745 762706 28178847 2763304 2763304 28295743 23493861 4801882 4801882 4801882 MISCELLANEOUS 900099 252477 252477 252477 36041082 27416141 762706 7817663 361571 361571 475966 475966 3506281 1328588 2177693 744923 744923 7651122 5363368 2287754 161142 105622 55520 1057955 635567 422388 764657 764657 63213 8520 54693 87353 87353 176136 176136 738423 416599 321824 112013 112013 660856 197822 463034 1569504 193676 1375828 11505 11505 1101464 30 1101434 599194 508152 91042 6954096 6311657 642439 178087 178087 151365 151365 CHAPTER ACTIVITIES 4452537 4452537 C.C. PROCESSING FEES 746139 678424 67715 PUBLICATION COSTS 417096 417096 SUBSCRIPTIONS & PUBS. 54671 43873 10798 623415 406568 216847 33420684 22029154 11391530 0 5246636 5776394 1575100 743710 299559 269377 717745 617261 2455898 2129439 504546 326459 58076124 70757455 12558927 10275462 9680865 8778192 88659502 97544310 3908261 3840002 9341160 9384637 12276183 11436684 25525604 24661323 X 61216645 70665626 1917253 2217361 63133898 72882987 88659502 97544310 2620398 7128691 0 X 0 1 X 1 0 X 38720 1501629 1528534 286994 44572 3400449 15904116 9759375 26984977 23259359 27416141 103323968 15942836 11261004 28513511 23546353 27460713 106724417 0 0 0 106724417 454676 370573 472474 797104 2763304 4858131 454676 370573 472474 797104 2763304 4858131 30150 57924 88074 4831426 4943139 236587 249056 252477 10512685 21228938 16604866 29280496 24592513 30476494 122183307 0.87350 0.88610 0.03980 0.02140 X 0 28907 28907 32989108 33018015 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 50176 18527 12598 28907 110208 250000 250000 250000 250000 1000000 1500000 1350114 283155 74070 1559199 1249278 176221 75385 1350114 1641520 -249810 142432 1249278 1279977 361543 1641520 1216805 88172 25000 1279977 0.00000 0.40570 0.59430 0 0 763219 567280 195939 1692679 1562159 130520 326459 ALTERNATIVE INVESTMENTS 10260075 F INVESTMENT IN LIMITED PARTNERSHIPS 15387 F 10275462 RIGHT OF USE ASSET 8778192 8778192 DEFERRED COMPENSATION OBLIGATION 921468 OPERATING LEASE LIABILITY 10515216 11436684 42993637 7128691 7128691 35864946 176136 176136 36041082 33244548 0 33244548 176136 176136 33420684 PART V, LINE 4: THE ACTIVE ENDOWMENT FUNDS ARE PRIMARILY USED FOR SCHOLARSHIP AWARDS. THE CHOU AND ZERNOW FUNDS ARE PRIMARILY FOR RECOGNIZING PROFESSIONAL COMPETENCE IN TERMS OF BEST PAPER AND BEST AUTHOR AT THE NORMALLY ANNUAL BALLISTICS CONFERENCE. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS IN REGION 2450943 EUROPE 0 0 INVESTMENTS IN REGION 2314056 0 0 0 0 0 0 4764999 0 4764999 0 0 1 0 1 0 1 FLORIDA STATE UNIVERSITY FOUNDATION 325 W COLLEGE AVENUE TALLAHASSEE FL 32301 596152180 501(C)(3) 50000 0 DONATION BOB HOPE USO 2111 WILSON BLVD SUITE 1200 ARLINGTON VA 22201 131610451 501(C)(3) 38123 0 DONATION AIRCAMP PO BOX 752332 DAYTON OH 45475 272186089 501(C)(3) 10000 0 DONATION HOMES FOR OUR TROOPS 6 MAIN STREET TAUNTON MA 02780 542143612 501(C)(3) 10000 0 DONATION EMERALD COAST SCIENCE CENTER 31 SW MEMORIAL PARKWAY FORT WALTON BEACH FL 32548 593317924 501(C)(3) 10000 0 DONATION AIR FORCE ARMAMENT MUSEUM FOUNDATION 100 MUSEUM DRIVE EGLIN AFB FL 32542 591748629 501(C)(3) 6000 0 DONATION 6 0 HARRIS AWARD 9 12500 UNDERSEA WARFARE AWARD 6 16000 GOLOBIN AWARD 7 70000 I/ITSEC SCHOLARSHIP 16 125000 HORIZONS SCHOLARSHIP AWARD 8 72887 CENTRAL FL CHAPTER SCHOLARSHIP 3 10000 DELAWARE VALLERY CHAPTER SCHOLARSHIP 9 9750 GULF COAST CHAPTER SCHOLARSHIP 55 50000 IOWA-ILLINOIS CHAPTER SCHOLARSHIP 5 12500 MICHIGAN CHAPTER SCHOLARSHIP 9 19071 SAN DIEGO CHAPTER SCHOLARSHIP 10 23275 TENN VALLEY CHAPTER SCHOLARSHIP 9 16983 WID GREATER OHIO VALLEY CHAPTER SCHOLARSHIP 10 20000 WID MICHIGAN CHAPTER SCHOLARSHIP 5 8000 WID TENN VALLEY CHAPTER SCHOLARSHIP 4 5000 WID NEW ENGLAND CHAPTER SCHOLARSHIP 4 5000 PART I, LINE 2: I/ITSEC TRAINING SYSTEMS: A SCHOLARSHIP AWARD FUNDED BY THE ANNUAL MEETING. SCHOLARSHIPS ARE OFFERED AT THE MASTERS LEVEL IN THE AMOUNT OF $5,000 AND AT A DOCTORAL LEVEL IN THE AMOUNT OF $10,000. APPLICANTS MUST BE ENROLLED OR ACCEPTED FOR A FULL-TIME MASTERS OR DOCTORAL PROGRAM IN CERTAIN DISCIPLINES, BE A US CITIZEN, AND HAVE A STATED INTEREST AND CAREER GOAL IN THE MODELING, SIMULATION & TRAINING SYSTEM AND/OR EDUCATION INDUSTRY. THE AWARD WILL BE BASED ON STUDENT MERIT AND NEEDS AS DETERMINED FROM THE SUBMITTED APPLICATION DOCUMENTS. IF THE AWARDEE TERMINATES HIS/HER GRADUATE STUDIES AND THERE ARE REMAINING FUNDS, THE INSTITUTION WILL RETAIN SUCH FUNDS FOR AWARD TO ANOTHER STUDENT OF ITS CHOICE FOLLOWING THE ELIGIBILITY GUIDELINES. A PANEL CONSISTING OF CURRENT AND PAST I/ITSEC LEADERS AND MEMBERS OF THE EDUCATION COMMUNITY DETERMINE THE SELECTION. UNDERSEA WARFARE FUND: THE NDIA UNDERSEA SYSTEMS WARFARE DIVISION (USWD) UNIVERSITY FELLOWSHIP FUND IS TO FUND SCHOLARSHIPS FOR DOCTORAL CANDIDATES IN SCIENCE AND ENGINEERING RELATED TO UNDERSEA WARFARE AT THE UNIVERSITY OF TEXAS AUSTIN, THE PENNSYLVANIA STATE UNIVERSITY AT STATE COLLEGE, AND THE UNIVERSITY OF WASHINGTON SEATTLE. SPECIFIC ELIGIBILITY RULES FOR THE FELLOWSHIP ARE ESTABLISHED AT THE PARTICIPATING UNIVERSITIES, WHICH FORWARD CANDIDATES TO THE RESEARCH ENGINEER AT THE PENNSYLVANIA STATE UNIVERSITY FOR REVIEW & APPROVAL BY THE UNDERSEA WARFARE EXECUTIVE BOARD. THE FELLOWSHIP IS NORMALLY FOR ONE YEAR NOT TO EXCEED IN-STATE TUITION COSTS & FEES, EXTENDIBLE TO A SECOND YEAR BASED ON STUDENT PERFORMANCE. HORIZONS SCHOLARSHIP: THE SCHOLARSHIP IS INTENDED TO PROVIDE FINANCIAL ASSISTANCE TO FURTHER EDUCATIONAL OBJECTIVES OF INDIVIDUALS WHO ARE US CITIZENS EITHER EMPLOYED OR PLANNING CAREERS IN DEFENSE OR NATIONAL SECURITY AREAS (THIS IS NOT LAW ENFORCEMENT OR CRIMINAL JUSTICE). THE AMOUNT OF THE AWARDS VARIES EACH YEAR. THE APPLICANT MUST BE CURRENTLY ENROLLED EITHER PART- OR FULL-TIME AT AN ACCREDITED UNIVERSITY OR COLLEGE WITH A MINIMUM GRADE POINT AVERAGE OF 3.25. AWARDS ARE BASED ON ACADEMIC ACHIEVEMENT, PARTICIPATION IN DEFENSE AND NATIONAL SECURITY ACTIVITIES, FIELD OF STUDY, WORK EXPERIENCE, STATEMENTS OF OBJECTIVES, RECOMMENDATIONS, AND FINANCIAL NEED. A PANEL OF JUDGES, COMPOSED OF WID (NDIA AFFILIATE) MEMBERS, CONSIDERS APPLICATIONS AND MAKES AWARDS ONCE EACH YEAR. HUBERT D. HARRIS MEMORIAL SCHOLARSHIP FUND: THESE SCHOLARSHIPS ARE OPEN TO SPECIFIC CANDIDATES PURSUING AN UNDERGRADUATE DEGREE WHO HAVE AN INTEREST IN A SCIENTIFIC, ENGINEERING, OR MATHEMATICAL (STEM) CAREER. THE SCHOLARSHIP IS OPEN TO CANDIDATES WHO ARE SPONSORED BY NDIA TARGETS, UAV AND RANGES DIVISION MEMBERS OF HIGH SCHOOLS WITHIN THE GULF COAST CHAPTER'S IMMEDIATE AREA. AWARDS ARE BASED ON EDUCATIONAL INTEREST, LEADERSHIP, ACADEMIC ACHIEVEMENT, AND OTHER INDICATIONS OF CHARACTER AND NOTEWORTHY ACHIEVEMENT. IN THE EVENT THE STUDENT DROPS OUT OF SCHOOL OR DOES NOT USE THE FUND BY OCTOBER 1ST OF THE YEAR THEY ARE GRANTED, THE FUNDS WILL BE WITHDRAWN. X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 DAVID NORQUIST CEO 942551 0 423630 0 0 0 9900 0 97 0 1376178 0 0 0 JENNIFER STEWART EVP STRATEGIC PROG & POLICY 397334 0 100000 0 0 0 0 0 8300 0 505634 0 0 0 JAMES ROBB PRESIDENT-NTSA (UNTIL 11/2023) 305247 0 66082 0 0 0 7018 0 0 0 378347 0 0 0 ARUN SERAPHIN EXECUTIVE DIRECTOR - ETI 285290 0 71913 0 0 0 8629 0 0 0 365832 0 0 0 CHRISTINE KLEIN SR. VP MEETINGS 269111 0 68225 0 0 0 8103 0 8300 0 353739 0 0 0 RACHEL MCCAFFREY SR. VP MEMBERSHIP 248422 0 61859 0 0 0 7423 0 716 0 318420 0 0 0 SCOTT REKDAL SR. VP MARKETING 214503 0 56970 0 0 0 6716 0 24148 0 302337 0 0 0 JAMES BOOZER FORMER EXEC. V.P. (END 4/2023) 174648 0 0 0 103559 0 0 0 239 0 278446 0 103559 0 TONY LAWRENCE CFO/DIRECTOR OF FINANCE 206080 0 28689 0 0 0 6300 0 24429 0 265498 0 0 0 REBECCA WOSTENBERG RESEARCH FELLOW - ETI 171587 0 34362 0 0 0 5385 0 22513 0 233847 0 0 0 DEBORAH DYSON VP - NTSA 170180 0 40510 0 0 0 2600 0 8300 0 221590 0 0 0 MARK LEWIS FORMER EXEC. DIR.-ETI (END 5/2023) 206671 0 0 0 0 0 4519 0 9253 0 220443 0 0 0 LATOSHA HILL CONTROLLER 162943 0 31623 0 0 0 5040 0 14302 0 213908 0 0 0 GUY WALSH EXECUTIVE VICE PRES. (FROM 6/2023) 188512 0 18750 0 0 0 2769 0 358 0 210389 0 0 0 STEWART MAGNUSON EDITOR - MAGAZINE 144581 0 23412 0 0 0 4482 0 14474 0 186949 0 0 0 TAMMY HOFFMAN DIRECTOR IT 149100 0 25676 0 0 0 4459 0 80 0 179315 0 0 0 PART I, LINE 1A THE ASSOCIATION PURCHASED ONE FIRST CLASS TICKET FOR THE PRESIDENT & CEO. PART I, LINE 7 THE ANNUAL INCENTIVE COMPENSATION PLAN IS PERFORMANCE BASED ON FISCAL YEAR ACTIVITIES AND ACCOMPLISHMENTS. BONUS COMPENSATION IS REFLECTED IN PART II, COLUMN (B)(II). FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS THREE CLASSES OF MEMBERSHIP: INDIVIDUAL, CORPORATE, AND ALLIED MEMBERSHIP SHALL BE EITHER REGULAR, LIFE, STUDENT, OR HONORARY, AS DESCRIBED BELOW. INDIVIDUAL MEMBERS MUST BE UNITED STATES CITIZENS. INDIVIDUAL MEMBERS SHALL BE ENTITLED TO VOTE AS A MEMBER OF ONE OF THE ASSOCIATION'S CHAPTERS ONLY ON MATTERS AFFECTING THE CHAPTER. (A) REGULAR MEMBERSHIP IS OPEN TO THOSE INDIVIDUALS WHO DO NOT QUALIFY FOR ANY OTHER TYPE OF INDIVIDUAL MEMBERSHIP. (B) LIFE MEMBERSHIP IS OPEN TO INDIVIDUAL MEMBERS UPON PAYMENT OF LIFE-TIME MEMBERSHIP DUES. (C) STUDENT MEMBERSHIP IS OPEN TO STUDENTS IN COLLEGES AND TECHNICAL SCHOOLS. (D) HONORARY MEMBERSHIP IS CONFERRED IN THE DISCRETION OF THE BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE ON THOSE WHO HAVE RENDERED MERITORIOUS SERVICE IN THE CAUSE OF DEFENSE PREPAREDNESS AND NATIONAL SECURITY. HONORARY MEMBERS WILL PAY NO DUES CORPORATE MEMBERS SHALL BE TERMED REGULAR CORPORATE MEMBERS. REGULAR CORPORATE MEMBERSHIP IS OPEN TO ALL BUSINESSES, INCLUDING PARTNERSHIPS, SOLE PROPRIETORSHIPS, CORPORATIONS, FIRMS, EDUCATIONAL INSTITUTIONS, FOUNDATIONS, ASSOCIATION, AND COMPONENTS THEREOF (HEREINAFTER REFERRED TO AS "CORPORATIONS") ORGANIZED OR OTHERWISE CHARTERED WITHIN THE UNITED STATES. A KEY REPRESENTATIVE, EMPOWERED TO SPEAK (VOTE) FOR HIS OR HER CORPORATION ON MATTERS AFFECTING THE ASSOCIATION AS A WHOLE (HEREINAFTER REFERRED TO AS "KEY REPRESENTATIVE") WILL BE DESIGNATED BY EACH REGULAR CORPORATE MEMBER. REGULAR CORPORATE MEMBERS SHALL HAVE THE RIGHT TO NOMINATE EMPLOYEES TO REGULAR MEMBERSHIP IN THE ASSOCIATION THE TOTAL NUMBER OF SUCH MEMBERSHIP TO BE RELATED TO THE ANNUAL MEMBERSHIP DUES OF THE REGULAR CORPORATE MEMBER, AS MAY BE PRESCRIBED BY THE BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE. SUCH MEMBERS SHALL NOT BE REQUIRED TO PAY INDIVIDUAL MEMBERSHIP DUES. ALLIED MEMBERSHIP SHALL BE EITHER INDIVIDUAL OR CORPORATE AS DESCRIBED BELOW. (A) ALLIED INDIVIDUAL MEMBERSHIP MAY BE CONFERRED BY THE PRESIDENT OF THE ASSOCIATION ON INDIVIDUALS WHO ARE CITIZENS OF (1) NATIONS BELONGING TO THE NATO ALLIANCE, (2) JAPAN, AUSTRALIA, OR NEW ZEALAND, (3) NATIONS WITH WHICH THE UNITED STATES MAINTAINS A RECIPROCAL PROCUREMENT AGREEMENT, (4) NATIONS WITH WHICH THE UNITED STATES DEPARTMENT OF DEFENSE HAS SPECIFICALLY REQUESTED THE ASSOCIATION TO CONDUCT MEETINGS AND ENHANCE COMMUNICATIONS ON AN INDUSTRY-TO-INDUSTRY BASIS. ALLIED INDIVIDUAL MEMBERS MAY PARTICIPATE AS INDIVIDUAL, NON-VOTING MEMBERS IN THE ACTIVITIES OF THE CHAPTERS, SUBJECT TO ANY RESTRICTIONS THAT MAY BE PLACED ON SUCH PARTICIPATION BY THE UNITED STATES GOVERNMENT. IN THE CASE OF CHAPTERS LOCATED OUTSIDE THE FIFTY STATES, ALLIED MEMBERS MAY PARTICIPATE AS INDIVIDUAL VOTING MEMBERS IN THE ACTIVITIES OF THOSE CHAPTERS. (B) ALLIED CORPORATE MEMBERSHIP MAY BE CONFERRED BY THE PRESIDENT OF THE ASSOCIATION ON CORPORATIONS WHICH ARE CHARTERED AND CONTROLLED UNDER THE LAWS OF (1) NATIONS BELONGING TO THE NATO ALLIANCE, (2) JAPAN, AUSTRALIA, OR NEW ZEALAND, (3) NATIONS WITH WHICH THE UNITED STATES MAINTAINS A RECIPROCAL PROCUREMENT AGREEMENT, (4) NATIONS WITH WHICH THE UNITED STATES DEPARTMENT OF DEFENSE HAS SPECIFICALLY REQUESTED THE ASSOCIATION TO CONDUCT MEETINGS AND ENHANCE COMMUNICATIONS ON AN INDUSTRY-TO-INDUSTRY BASIS. ALLIED CORPORATE MEMBERS SHALL HAVE THE RIGHT TO NOMINATE A DESIGNATED NUMBER OF EMPLOYEES AS THEIR REPRESENTATIVES TO RECEIVE ALL BENEFITS OF ALLIED INDIVIDUAL MEMBERS. SUCH MEMBERS SHALL NOT BE REQUIRED TO PAY INDIVIDUAL MEMBERSHIP DUES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND PROVIDED TO THE EXECUTIVE COMMITTEE AND BOARD CHAIR, FOR ITS INFORMATION AND REVIEW. A DETAILED REVIEW IS CONDUCTED BY THE THE NDIA CEO, CFO, AND THE NDIA CONTROLLER. ALL PARTIES ARE ABLE TO ASK QUESTIONS AND REQUEST CHANGES TO THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION MAINTAINS A POLICY REQUIRING DISCLOSURE OF ANY CONFLICT OF INTEREST AND CALLING FOR ANY DISCLOSURES. THE POLICY IS ALSO OUTLINED IN THE DIRECTOR'S HANDBOOK, WHICH EACH BOARD MEMBER RECEIVES. BOARD MEMBERS, OFFICERS, AND INDIVIDUALS HOLDING STAFF EXECUTIVE POSITIONS. ARE REQUIRED TO NOTIFY NDIA ALL INTERESTS WHICH EITHER DO, OR POTENTIALLY COULD, REPRESENT A CONFLICT OF INTEREST. OFFICERS AND THOSE INDIVIDUALS HOLDING EXECUTIVE POSITIONS ARE REQUIRED TO UPDATE THEIR DISCLOSURE INFORMATION THROUGHOUT THE YEAR SHOULD CIRCUMSTANCES CHANGE. THE INFORMATION REQUIRED TO BE DISCLOSED INCLUDES ANY RELEVANT RELATIONSHIPS TO DISCLOSE (RELEVANT BEING THOSE RELATIONSHIPS RELATED TO THE INTERESTS AND ACTIVITIES OF NDIA AND ITS AFFILIATES). DISCLOSURE OF RELEVANT FINANCIAL, COMMERCIAL, OR OTHER ORGANIZATIONAL RELATIONSHIPS, AND ANY RELATIONSHIPS TO BE DISCLOSED AS APPROPRIATE. ANY ISSUES RAISED WOULD BE PRESENTED TO THE PRESIDENT AND CEO OF NDIA, SUBSEQUENTLY TO THE NDIA FINANCE COMMITTEE CHAIRMAN AND THE NDIA BOARD EXECUTIVE COMMITTEE FOR APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE PRESIDENT & CEO OF NDIA IS SET BY CONTRACT SIGNED BY THE PRESIDENT AND THE CHAIRMAN, NDIA, AFTER CONSULTATION WITH AN EXTERNAL COMPENSATION EXPERT USING DATA FROM SURVEY COMPENSATION DATA. THE PRESIDENT'S BASE COMPENSATION IS REVIEWED ON AN ANNUAL BASIS BY THE NDIA COMPENSATION COMMITTEE, NORMALLY AS PART OF ITS REVIEW OF THE INCENTIVE AWARDS JUSTIFICATIONS, WITH SUBSEQUENT REVIEW AND APPROVAL BY THE NDIA EXECUTIVE COMMITTEE. THE MOST RECENT REVIEW WAS IN DECEMBER 2024. THE JUSTIFICATION PACKAGE PRESENTED TO BOTH COMMITTEES INCLUDES SURVEY COMPENSATION DATA OF LIKE ENTITIES IN THE NON PROFIT INDUSTRY. THE COMPENSATION OF THE OTHER EXECUTIVES IS REVIEWED ON AN ANNUAL BASIS BY THE NDIA PRESIDENT AND THE NDIA COMPENSATION COMMITTEE AS PART OF ITS REVIEW OF THE INCENTIVE AWARDS JUSTIFICATIONS PRESENTED TO IT AND SUBSEQUENTLY TO THE NDIA EXECUTIVE COMMITTEE. ALL EMPLOYEES' COMPENSATION IS REVIEWED ON AN ANNUAL BASIS BY THE NDIA COO USING THE APPROPRIATE COMPARABILITY DATA AND INFORMATION FROM INDIVIDUAL PERFORMANCE INCENTIVE REVIEWS. EMPLOYEE COMPENSATION IS INDIRECTLY REVIEWED BY NDIA'S FINANCE COMMITTEE AS PART OF THE ANNUAL BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.