2020-04-09T13:08:02-05:00 2019-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2018-07-01 521426663 NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICALS NATI 2027835550 1201 EYE STREET NW 4TH FLOOR WASHINGTON DC 20005 JEROME CHESTER MS MBA CHIEF FINANCIAL OFFICER 2027835550 2020-04-09 1 FRANK H SMITH P00639053 2022274000 2020-04-09 144.121.95.190 2020-04-09 12:36:22 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 33CEB46A86D76047C0BD9B67CEFA7EE41671BAE1 2018 2020-09-23 17:36:50Z LORI FREEMAN MBA 1201 EYE STREET NW 4TH FLOOR WASHINGTON DC 20005 22839052 0 X WWW.NACCHO.ORG X 1985 DC TO IMPROVE THE HEALTH OF COMMUNITIES BY STRENGTHENING AND ADVOCATING FOR LOCAL HEALTH DEPTS. 27 27 119 27 0 0 20152750 18729406 3300361 3962738 39654 60171 64033 86737 23556798 22839052 0 0 0 0 12549207 11551055 0 0 0 11430295 11230599 23979502 22781654 -422704 57398 10298234 9910047 8273752 7772701 2024482 2137346 X THE NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS' (NACCHO) MISSION IS TO BE A LEADER, PARTNER, CATALYST, AND VOICE FOR LOCAL PUBLIC HEALTH DEPARTMENTS IN ORDER TO ENSURE THE CONDITIONS THAT PROMOTE EQUITY AND HEALTH, TO COMBAT DISEASE, AND TO LENGTHEN AND IMPROVE THE QUALITY OF ALL LIVES. 0 0 9344063 387098 COMMUNITY HEALTH - NACCHO'S COMMUNITY AND ENVIRONMENTAL HEALTH PROGRAMS ASSIST LOCAL HEALTH DEPARTMENTS TO PROMOTE HEALTH AND PREVENT DISEASE IN COMMUNITIES. THIS IS ACHIEVED BY PROVIDING RESOURCES, TOOLS, TECHNICAL ASSISTANCE AND TRAINING. PROGRAMS INCLUDE THOSE IN THE AREAS OF MATERNAL, CHILD, AND ADOLESCENT HEALTH, ACCESS TO PRIMARY CARE AND MENTAL HEALTH, INJURY PREVENTION, TRAFFIC SAFETY, FOOD SAFETY, CLIMATE CHANGE, BIRTH DEFECTS PREVENTION, DISABILITY AND HEALTH, CHRONIC DISEASE PREVENTION, TOBACCO CONTROL, IMMUNIZATION, INFECTIOUS DISEASE PREVENTION AND CONTROL, AND HIV AND SEXUALLY TRANSMITTED INFECTION (STI) PREVENTION. 3958932 1029856 PREPAREDNESS - NACCHO COLLECTS AND CREATES TOOLS AND RESOURCES FOR, AND PROVIDES INFORMATION, TRAINING, AND TECHNICAL ASSISTANCE TO, LOCAL HEALTH DEPARTMENTS. THESE ACTIVITIES ENHANCE THE READINESS OF LOCAL HEALTH DEPARTMENTS TO RESPOND TO PUBLIC HEALTH EMERGENCIES AND OTHER DISASTERS. NACCHO ALSO SERVES AS A CONDUIT THROUGH WHICH LOCAL INPUT CAN INFORM POLICY AND PRACTICE ON ISSUES RELATED TO PUBLIC HEALTH PREPAREDNESS AT THE NATIONAL LEVEL. 1709949 429458 PUBLIC HEALTH AND INFRASTRUCTURE SYSTEMS - NACCHO WORKS COLLABORATIVELY WITH KEY PARTNERS AND LOCAL HEALTH DEPARTMENTS TO ASSESS AND ASSURE SERVICES TO PEOPLE AND THE CONDITIONS IN WHICH PEOPLE LIVE TO PROTECT AND PROMOTE PUBLIC HEALTH FOR THEIR COMMUNITIES. NACCHO PROVIDES TRAINING, RESEARCH, TOOLS AND TECHNICAL ASSISTANCE TO IMPROVE LOCAL HEALTH DEPARTMENT CAPACITY AND EFFECTIVENESS IN AREAS SUCH AS INFORMATICS, COMMUNITY SYSTEMS STRATEGIC PLANNING, HEALTH EQUITY AND SOCIAL JUSTICE, NATIVE AMERICAN HEALTH, WORKFORCE DEVELOPMENT, INTERNATIONAL HEALTH, AND ACCREDITATION. 2639266 379145 ALL OTHER GRANT PROGRAMS 1107475 1370006 MEMBERSHIP AND PUBLIC AFFAIRS 552426 ADVOCACY 4299167 1749151 19312111 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 69 0 1 119 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CT MI NJ PA TX X JEROME CHESTER MS MBA 2025074246 1201 EYE STREET NW 4TH FLOOR WASHINGTON DC 20005 KEVIN SUMNER MPH PRESIDENT 2.00 X X 0 0 0 JENNIFER KERTANIS MPH VICE PRESIDENT 2.00 X X 0 0 0 GEORGE T ROBERTS JR MHA FACHE; PRESIDENT - ELECT 2.00 2.00 X X 0 0 0 DR UMAIR A SHAH MD MPH IMMEDIATE PAST - PRESIDENT 2.00 2.00 X X 0 0 0 CLAUDIA BLACKBURN MPH RN BOARD MEMBER 2.00 X 0 0 0 EMILY BROWN MPH CPH BOARD MEMBER 2.00 X 0 0 0 DAMON CHAPLIN MBA BOARD MEMBER 2.00 X 0 0 0 MUNTU DAVIS MD BOARD MEMBER 2.00 X 0 0 0 MURIEL DELAVERGNE-BROWN RN MPH; BOARD MEMBER 2.00 X 0 0 0 CHRISTOPHER DOBBINS MPH BOARD MEMBER 2.00 X 0 0 0 PRAMOD DWIVEDI DRPH C MS MSW, MA, BSC; BOARD MEMBER 2.00 X 0 0 0 SANDRA ELIZABETH FORD MD MBA BOARD MEMBER 2.00 X 0 0 0 ANDRE FRESCO MPA BOARD MEMBER 2.00 X 0 0 0 LISA HARRISON MPH BOARD MEMBER 2.00 X 0 0 0 JOE ISER MD MPH MSC BOARD MEMBER 2.00 X 0 0 0 RAGANALD REGGIE IVEY MHR BOARD MEMBER 2.00 X 0 0 0 MARGARET MARGY JAHN MS MPH BOARD MEMBER 2.00 X 0 0 0 MICHAEL KILKENNY MD MS BOARD MEMBER 2.00 X 0 0 0 MONICA VALDES LUPI JD MPH BOARD MEMBER 2.00 X 0 0 0 CRYSTAL C MILLER DRPH MPH BOARD MEMBER 2.00 X 0 0 0 GRETCHEN MUSICANT RN MPH BOARD MEMBER 2.00 X 0 0 0 WILLIAM PAUL MD MPH BOARD MEMBER 2.00 X 0 0 0 DENISHA PORTER MPH HHS RS REHS; BOARD MEMBER 2.00 X 0 0 0 SCOTT SJOQUIST MS RS BOARD MEMBER 2.00 X 0 0 0 JOEY SMITH BOARD MEMBER 2.00 X 0 0 0 CRYSTAL SWANN MS EX-OFFICIO 2.00 X 0 0 0 BRIAN BOWDEN MSC EX-OFFICIO 2.00 X 0 0 0 LORI FREEMAN MBA CEO 40.26 2.00 X 164928 0 27744 JEROME CHESTER MS MBA CFO 39.38 2.00 X 178384 0 24082 WILLIAM BARNES CHIEF PROGRAM OFFICER/INTERIM E.D. - UNTIL 09/18 37.89 X 204357 0 30719 LAURA HANEN CHIEF GOV'T AFFAIRS/INTERIM E.D. - UNTIL 08/18 37.27 X 138334 0 30834 ELQUEMEDO ALLEYENE SENIOR ADVISOR 37.50 X 157799 0 22931 JOHNNETTA DAVIS-JOYCE SENIOR DIRECTOR 37.50 X 155867 0 25943 LEE LYNN CHIEF, HR 40.39 X 155509 0 27670 BHARTESH TRIPATHI CONTROLLER 39.40 X 155253 0 31631 CHRIS ALDRIDGE SENIOR ADVISOR 40.00 X 144875 0 36739 DENNIS SMALL SENIOR DIRECTOR 37.50 X 143904 0 37849 1599210 0 296142 31 0 1 0 BRIGHAM AND WOMEN'S HOSPITAL 1620 TREMONT ST 3RD FLR 3030 BOSTON MA 02120 PROGRAM SUPPORT 459271 NATIONAL OPINION RESEARCH CENTER 55 E MONROE STREET 20TH FLR CHICAGO IL 60603 PROGRAM SUPPORT 334528 RAPIDSCALE INC PO BOX 840477 DALLAS TX 75284 INFORMATION TECHNOLOGY 273903 COMPUTER ENTERPRISES INC 1000 OMEGA DRIVE SUITE 1150 PITTSBURGH PA 15205 TECHNICAL SUPPORT 223201 CONFERENCE MANAGERS 512 HERNDON PARKWAY SUITE D HERNDON VA 20170 CONFERENCE MANAGEMENT 165640 10 17818928 910478 18729406 CONFERENCES/MEETINGS 900099 2217479 1850304 367175 MEMBERSHIP DUES 900099 849856 849856 CONSULTING 900099 792560 792560 PROJECT FEES 900099 93750 93750 PUBLICATION SALES 900099 4105 4105 4988 4988 3962738 60171 60171 65205 65205 REBATES 900099 17624 17624 MAILING LABEL REVENUE 900099 2124 2124 MISCELLANEOUS 900099 1784 1784 21532 22839052 3595563 0 514083 X 871538 551434 320104 8394618 6621514 1773104 391480 309771 81709 1212668 952194 260474 680751 529177 151574 59617 59617 51897 51897 4134899 4066698 68201 589114 516209 72905 772326 652013 120313 1205429 937610 267819 1100457 997610 102847 1166957 1092858 74099 204333 158912 45421 55736 45406 10330 SUBCONTRACTS 1838296 1838296 TRAINING 24177 18204 5973 MISCELLANEOUS 22077 22077 DUES & SUBSCRIPTIONS 19543 16387 3156 -14259 -14259 22781654 19312111 3469543 0 563734 500 2187000 2063621 4467872 4556928 32043 84622 581360 522818 2934453 916149 1887059 2018304 333988 416386 245178 246868 10298234 9910047 3311791 3428125 1748663 1298182 3213298 3046394 8273752 7772701 X 1952865 2065729 71617 71617 2024482 2137346 10298234 9910047 57398 55466 0 X 0 1 X 1 1 1 X 21097499 24612362 20739858 20152750 18729406 105331875 21097499 24612362 20739858 20152750 18729406 105331875 223530 105108345 62040 80842 72039 89076 127500 431497 14604 5745 1240 725 1784 24098 105787470 16498704 0.99360 0.98360 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2014 AMOUNT: $ 14,604. 2015 AMOUNT: $ 5,745. 2016 AMOUNT: $ 1,240. 2017 AMOUNT: $ 725. 2018 AMOUNT: $ 1,784. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122273 137681 259954 22521700 22781654 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 212136 311539 314471 259954 1098100 250000 250000 250000 250000 1000000 1500000 94728 150842 155072 122273 522915 2074230 392847 1681383 860223 523302 336921 2018304 DEFERRED RENT AND LEASE INCENTIVES 3046394 3046394 X PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2019 AND 2018, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X X X X 0 0 0 0 0 0 0 0 0 LORI FREEMAN MBA CEO 164928 0 0 0 0 0 2135 0 25609 0 192672 0 0 0 JEROME CHESTER MS MBA CFO 178384 0 0 0 0 0 9062 0 15020 0 202466 0 0 0 WILLIAM BARNES CHIEF PROGRAM OFFICER/INTERIM E.D. - UNTIL 09/18 204357 0 0 0 0 0 9422 0 21297 0 235076 0 0 0 LAURA HANEN CHIEF GOV'T AFFAIRS/INTERIM E.D. - UNTIL 08/18 138334 0 0 0 0 0 6291 0 24543 0 169168 0 0 0 ELQUEMEDO ALLEYENE SENIOR ADVISOR 157799 0 0 0 0 0 7956 0 14975 0 180730 0 0 0 JOHNNETTA DAVIS-JOYCE SENIOR DIRECTOR 155867 0 0 0 0 0 8245 0 17698 0 181810 0 0 0 LEE LYNN CHIEF, HR 155509 0 0 0 0 0 8084 0 19586 0 183179 0 0 0 BHARTESH TRIPATHI CONTROLLER 155253 0 0 0 0 0 8006 0 23625 0 186884 0 0 0 CHRIS ALDRIDGE SENIOR ADVISOR 144875 0 0 0 0 0 7800 0 28939 0 181614 0 0 0 DENNIS SMALL SENIOR DIRECTOR 143904 0 0 0 0 0 7705 0 30144 0 181753 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 OF THE FIVE CLASSES OF MEMBERSHIPS, ONLY THE ACTIVE MEMBERS ARE ENTITLED TO VOTE. THE ACTIVE MEMBERS OF NACCHO ARE LOCAL PUBLIC HEALTH DEPARTMENTS, INCLUDING OFFICES OF STATE AND TERRITORIAL HEALTH DEPARTMENTS WHICH ARE PROVIDING PUBLIC HEALTH SERVICES LOCALLY OR REGIONALLY, AND TRIBAL HEALTH DEPARTMENTS, WHICH HAVE PAID THE ANNUAL SERVICE FEE ESTABLISHED BY THE BOARD OF DIRECTORS AND WHICH MEET ANY OTHER CRITERIA ESTABLISHED FOR THIS CLASS BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE REGIONAL, AT LARGE, AND TRIBAL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY ALL ACTIVE MEMBERS BY A PLURALITY OF VOTES CAST IN THE ANNUAL ELECTION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT FEDERAL FORM 990 IS PREPARED BY NACCHO'S AUDIT FIRM BASED ON INFORMATION SUPPLIED BY NACCHO. NACCHO'S CHIEF FINANCIAL OFFICER REVIEWS THE DRAFT FEDERAL FORM 990 AGAINST THE INFORMATION SUPPLIED BY NACCHO AND THE PRIOR YEAR FEDERAL FORM 990. ANY ISSUES IDENTIFIED ARE DISCUSSED AND RESOLVED WITH THE AUDIT FIRM. NACCHO'S CHIEF FINANCIAL OFFICER REVIEWS THE DRAFT FEDERAL FORM 990 WITH NACCHO'S EXECUTIVE DIRECTOR. ANY ISSUES IDENTIFIED ARE DISCUSSED AND RESOLVED. IF NECESSARY, NACCHO'S AUDIT FIRM IS BROUGHT INTO THE DISCUSSION. NACCHO'S BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE REVIEWS THE DRAFT FEDERAL FORM 990. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO CONDUCT THE AFFAIRS OF NACCHO BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS SCHEDULED TO MEET 4 TIMES EACH YEAR AND THE EXECUTIVE COMMITTEE IS SCHEDULED TO MEET 11 TIMES EACH YEAR. ANY ISSUES IDENTIFIED ARE DISCUSSED. UNRESOLVED ISSUES ARE SENT TO NACCHO STAFF TO ANSWER AND REPORT BACK TO THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C NACCHO HAS SEPARATE CONFLICT OF INTEREST POLICIES FOR BOARD MEMBERS AND EMPLOYEES. EACH BOARD MEMBER AND EMPLOYEE IS REQUIRED TO SIGN A FORM ANNUALLY IN COMPLIANCE WITH THIS POLICY. WHEN POTENTIAL CONFLICTS OF INTEREST ARISE, OFFICERS AND DIRECTORS SHALL PRESENT THE POTENTIAL CONFLICT TO THE FULL EXECUTIVE COMMITTEE OR BOARD OF DIRECTORS, WHO WILL DETERMINE WHETHER A CONFLICT EXISTS AND WHAT STEPS SHALL BE TAKEN TO AVOID AN IMPROPRIETY BY NACCHO. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD'S EXECUTIVE COMMITTEE ACTING AS THE COMPENSATION COMMITTEE. THE DETERMINATION IS BASED ON A REVIEW OF DATA FROM COMPARABLE ORGANIZATIONS BY THE EXECUTIVE COMMITTEE. A CONTRACT IS FORMALIZED WITH THE EXECUTIVE DIRECTOR. ANY SUBSEQUENT CHANGE TO THIS DETERMINATION IS DONE BY NEGOTIATION BETWEEN THE EXECUTIVE DIRECTOR AND NACCHO'S EXECUTIVE COMMITTEE. THE LAST COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR WAS PERFORMED ON 10/14/2016. FOR OTHER KEY EMPLOYEES THE EXECUTIVE COMMITTEE MAY REVIEW DATA FOR SIMILARLY QUALIFIED PERSON(S) IN COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS THROUGH THE USE OF SURVEYS PRODUCED BY VARIOUS ORGANIZATIONS. THE EXECUTIVE DIRECTOR, WITH CONSULTATION FROM THE PRESIDENT AND EXECUTIVE COMMITTEE WHEN REQUESTED, SETS THE SALARY RANGES FOR THE OTHER KEY EMPLOYEES. THE LAST COMPENSATION REVIEW FOR THESE INDIVIDUALS WAS PERFORMED ON 11/17/2015. FORM 990, PART VI, SECTION C, LINE 19 NACCHO'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT NACCHO'S OFFICE UPON REQUEST. NACCHO'S FEDERAL FORM 990 IS AVAILABLE VIA THE INTERNET AT WWW.GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G BUSINESS CONSULTING: PROGRAM SERVICE EXPENSES 3,996,497. MANAGEMENT AND GENERAL EXPENSES 6,312. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,002,809. HR TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 43,349. MANAGEMENT AND GENERAL EXPENSES 54,922. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,271. RECRUITING FEES: PROGRAM SERVICE EXPENSES 9,964. MANAGEMENT AND GENERAL EXPENSES 6,967. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,931. HONORARIA: PROGRAM SERVICE EXPENSES 16,888. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,888. THE FOUNDATION FOR THE PUBLIC'S HEALTH 1201 EYE STREET NW 4TH FLOOR WASHINGTON DC 20005 472127796 SUPPORT LOCAL HEALTH DEPARTMENTS DC 501(C)(3) LINE 7 NACCHO 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0