NATIONAL ASSOCIATION OF STATE PROCUREMENT OFFICIALS: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF STATE PROCUREMENT OFFICIALS (EIN 61-1227864)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-16
- IRS object ID
- 201901369349301015
- Schema version
- 2018v3.1
- 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 | 2019-05-16T11:12:22-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832956170 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | r r CPAs PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 Dove Run Rd Ste 302 | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611227864 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Association of State | BusinessNameLine1Txt |
| Business Name Line2 | Procurement Officials Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 8595149159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 West Vine Street | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carol Wilson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2019-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas Cory Reitz | PreparerPersonNm |
| PTIN | P01407307 | PTIN |
| Phone | 8593533100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 West Vine Street 600 | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,880,287 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.naspo.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | HELP OUR MEMBERS ACHIEVE SUCCESS AS PUBLIC PROCUREMENT LEADERS IN THEIR STATES THROUGH PROMOTION OF BEST PRACTICES, EDUCATION, PROFESSIONAL DEVELOPMENT, RESEARCH, AND INNOVATIVE PROCUREMENT STRATEGIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,660 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,436,238 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,013,137 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,938,714 | PYInvestmentIncomeAmt |
| CY Investment Income | $389,157 | CYInvestmentIncomeAmt |
| CY Other Revenue | $11,493 | CYOtherRevenueAmt |
| PY Total Revenue | $21,374,952 | PYTotalRevenueAmt |
| CY Total Revenue | $19,413,787 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $173,851 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,445,796 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,058,111 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,581,035 | PYOtherExpensesAmt |
| CY Other Expenses | $13,099,163 | CYOtherExpensesAmt |
| PY Total Expenses | $16,026,831 | PYTotalExpensesAmt |
| CY Total Expenses | $17,331,125 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,348,121 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,082,662 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,424,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,246,819 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $70,424,830 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $72,246,819 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HELP OUR MEMBERS ACHIEVE SUCCESS AS PUBLIC PROCUREMENT LEADERS IN THEIR STATES THROUGH PROMOTION OF BEST PRACTICES, EDUCATION, PROFESSIONAL DEVELOPMENT, RESEARCH, AND INNOVATIVE PROCUREMENT STRATEGIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,383,159 | ExpenseAmt |
| Revenue | $18,491,539 | RevenueAmt |
| Desc | RESEARCH, EDUCATION, AND COOPERATIVE PROCUREMENT SERVICES TO IMPROVE THE EFFICIENCY AND ECONOMY OF PUBLIC PURCHASING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,512,040 | ExpenseAmt |
| Revenue | $503,935 | RevenueAmt |
| Desc | CONFERENCES - EDUCATE MEMBERS ON THE LATEST DEVELOPMENTS IN STATE GOVERNMENT ISSUES AND EXPLORE INNOVATIVE SOLUTIONS TO COMMON PROBLEMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $17,663 | RevenueAmt |
| Desc | PUBLICATIONS - EDUCATE AND INFORM MEMBERS OF TRENDS AND ANALYSIS OF ISSUES RELATING TO STATE GOVERNMENT PROCUREMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,895,199 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | false | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 45 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | National Association of State Proc | PersonNm |
| Phone | 8595149159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 West Vine Street Ste 600 | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Michael Jones | ||||||||
| President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Christime Warnock | ||||||||
| Vice President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Carol Wilson | ||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Lawrence Maxwell | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa Eason | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Gleason | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Betsy Hayes | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sarah Hilderbrand | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rosalyn Ingram | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Cindy Lombardi | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kelly Sanders | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jason Soza | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Valerie Bollinger - NASPO VP | ||||||||
| Chairman | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Debbie Dennis - NASPO VP | ||||||||
| Vice President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Sarah Allen - NASPO VP | ||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Anna Silva - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jason Soza - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Steve Nettles - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Angela Shell - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John Chapman - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Meghan Holmuld - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Paula Tregre - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Gerard MacCrossan - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Gregg Olivera - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen Reilly - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| George Schutter - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Pete Stamps - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeff Haag - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Devin Marquez - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Chad Keech - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Chris Hughes - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Cheral Manke - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Karen Boeger - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Eric Glenn - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joan Graham - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mike Howard - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter Korolyk | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Steve Berg - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Betsy Hayes - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Deborah Damore - NASPO VP | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lindle Hatton - NASPO | ||||||||
| CEO | 40.00 | 0.00 | Yes (X) | $290,754 | $0 | $24,500 | ||
| Douglas Richins - NASPO VP | ||||||||
| CEO | 40.00 | 0.00 | Yes (X) | $223,819 | $0 | $23,874 | ||
| Susan Gonzalez | ||||||||
| Chief Conf & Events Officer | 40.00 | 0.00 | Yes (X) | $142,630 | $0 | $5,705 | ||
| Dianne Lancaster | ||||||||
| Chief Learning Officer | 40.00 | 0.00 | Yes (X) | $177,637 | $0 | $0 | ||
| Jennifer Salts | ||||||||
| Chief Administrative Officer | 40.00 | 0.00 | Yes (X) | $174,550 | $0 | $10,473 | ||
| Robert Sievert | ||||||||
| Chief Information Officer | 40.00 | 0.00 | Yes (X) | $134,752 | $0 | $0 | ||
| Robert Shealy | ||||||||
| Ed & Outreach Dir | 40.00 | 0.00 | $179,547 | $0 | $10,773 | Yes (X) | ||
| Bartly Lemmon | ||||||||
| Supplier Dev Dir | 40.00 | 0.00 | $176,248 | $0 | $5,871 | Yes (X) | ||
| Tim Hay | ||||||||
| Coop Dev Dir | 40.00 | 0.00 | $152,852 | $0 | $24,342 | Yes (X) | ||
| Richard Carlson | ||||||||
| Contracts Cons | 40.00 | 0.00 | $135,641 | $0 | $1,187 | Yes (X) | ||
| Kathryn Offerdahl-Joyce | ||||||||
| Website Prog Mgr | 40.00 | 0.00 | $133,841 | $0 | $4,069 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,922,271 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $110,794 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMR Mangement Services | |||||
| 201 E Main St Ste 1405 | Lexington | KY | 40507 | Assoc Mgt Serv | $1,510,778 |
| IbisWorld Inc | |||||
| 11755 Wilshire Blvd 11th Floor | Los Angeles | CA | 90025 | Prof Services | $307,611 |
| M Squared Instage Inc | |||||
| 2236 Northmont Pkwy | Duluth | GA | 30096 | Prof Event Serv | $227,012 |
| Merkle Inc | |||||
| 29432 Network Place | Chicago | IL | 606731432 | Prof Services | $969,713 |
| SciQuest Inc | |||||
| PO Box 952218 | Dallas | TX | 753952218 | Prof Services | $421,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTS | 900099 | $18,424,197 | $18,424,197 |
| FEES | 900099 | $503,935 | $503,935 |
| MEMBERSHIP DUES | 900099 | $67,342 | $67,342 |
| PUBLICATIONS | 451211 | $17,663 | $17,663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,013,137 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,418,540 | TotalRevenueColumnAmt |
| Exclusion | $1,418,540 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,437,117 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,466,500 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,029,383 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,029,383 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,029,383 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,493 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,493 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,493 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,413,787 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,995,247 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,418,540 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,851 | TotalAmt |
| Program Services | $173,851 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,208,694 | TotalAmt |
| Program Services | $803,072 | ProgramServicesAmt |
| Management And General | $405,622 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,625,232 | TotalAmt |
| Program Services | $1,797,214 | ProgramServicesAmt |
| Management And General | $828,018 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,185 | TotalAmt |
| Program Services | $153,475 | ProgramServicesAmt |
| Management And General | $70,710 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,454,010 | TotalAmt |
| Program Services | $995,404 | ProgramServicesAmt |
| Management And General | $458,606 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,058 | TotalAmt |
| Program Services | $300,576 | ProgramServicesAmt |
| Management And General | $138,482 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,605 | TotalAmt |
| Program Services | $4,522 | ProgramServicesAmt |
| Management And General | $2,083 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,406 | TotalAmt |
| Program Services | $57,099 | ProgramServicesAmt |
| Management And General | $26,307 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $771,038 | TotalAmt |
| Program Services | $527,847 | ProgramServicesAmt |
| Management And General | $243,191 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,845 | TotalAmt |
| Program Services | $181,995 | ProgramServicesAmt |
| Management And General | $83,850 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,080,362 | TotalAmt |
| Program Services | $739,607 | ProgramServicesAmt |
| Management And General | $340,755 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,570 | TotalAmt |
| Program Services | $56,527 | ProgramServicesAmt |
| Management And General | $26,043 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,753,956 | TotalAmt |
| Program Services | $1,200,745 | ProgramServicesAmt |
| Management And General | $553,211 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,292,661 | TotalAmt |
| Program Services | $1,569,538 | ProgramServicesAmt |
| Management And General | $723,123 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,851 | TotalAmt |
| Program Services | $13,590 | ProgramServicesAmt |
| Management And General | $6,261 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACTS | $3,100,272 | $2,122,422 | $977,850 |
| PROFESSIONAL DEVELOPMENT | $1,482,846 | $1,015,145 | $467,701 |
| SPEAKER FEES | $96,239 | $65,884 | $30,355 |
| SPECIAL PROJECTS | $80,272 | $54,954 | $25,318 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,172 | TotalAmt |
| Program Services | $61,732 | ProgramServicesAmt |
| Management And General | $28,440 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,331,125 | TotalAmt |
| Program Services | $11,895,199 | ProgramServicesAmt |
| Management And General | $5,435,926 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,696 | BOYAmt |
| EOY | $1,443,142 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,855,950 | BOYAmt |
| EOY | $50,060,115 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,181,184 | BOYAmt |
| EOY | $20,743,562 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,424,830 | BOYAmt |
| EOY | $72,246,819 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,424,830 | BOYAmt |
| EOY | $72,246,819 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,424,830 | BOYAmt |
| EOY | $72,246,819 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,424,830 | BOYAmt |
| EOY | $72,246,819 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,082,662 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$260,673 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $445,525 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $338,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,342 | CurrentTaxYearAmt |
| Total | $988,975 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,315,625 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,318,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,304,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,368,930 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,622,795 | CurrentTaxYearAmt |
| Total | $91,930,466 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,761,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,656,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,375,483 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,436,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,690,137 | CurrentTaxYearAmt |
| Total | $92,919,441 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $92,919,441 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,296,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,084,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $936,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $888,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,418,540 | CurrentTaxYearAmt |
| Total | $5,625,304 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,296,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,084,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $936,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $888,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,418,540 | CurrentTaxYearAmt |
| Total | $5,625,304 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,057,911 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,740,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,312,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,325,213 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,108,677 | CurrentTaxYearAmt |
| Total | $98,544,745 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94290 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94610 | PublicSupportPY509Pct |
| Investment Income CY | 0.05710 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05390 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,153,114 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$260,673 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$260,673 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,413,787 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $19,413,787 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,331,125 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $17,331,125 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $17,331,125 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSTIONS AND, ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS OR POSSIBLE RELATED INTEREST OR PENALTIES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| Chemeketa Community College | ||||||
| PO Box 1407 | Salem | OR | 97309 | $5,445 | $0 | Scholarship funding |
| Commonwealth of Massachusetts | ||||||
| One Asbburton Pl Rm 1017 | Boston | MA | 02108 | $18,000 | $0 | Internship grant |
| State of Connecticut | ||||||
| 165 Capitol Ave 5th Fl West | Hartford | CT | 06106 | $15,000 | $0 | Internship grant |
| State of Idaho | ||||||
| PO Box 83720 | Boise | ID | 83720 | $16,000 | $0 | Internship grant |
| State of New York | ||||||
| Corning Tower | Albany | NY | 12242 | $16,000 | $0 | Internship grant |
| State of Oregon | ||||||
| 1225 Ferry St SE | Salem | OR | 97301 | $24,406 | $0 | Internship grant |
| State of Texas | ||||||
| 111 East 17th St | Austin | TX | 78774 | $16,000 | $0 | Internship grant |
| State of Utah | ||||||
| 2110 State Office Building | Salt Lake City | UT | 84114 | $20,000 | $0 | Internship grant |
| State of Wisconsin | ||||||
| 101 East Wilson St | Madison | WI | 53703 | $18,000 | $0 | Internship grant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 7 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| Bartly Lemmon | |||
| Supplier Dev Dir | $176,248 | $5,871 | $182,119 |
| Dianne Lancaster | |||
| Chief Learning Officer | $177,637 | $177,637 | |
| Douglas Richins - NASPO VP | |||
| CEO | $223,819 | $23,874 | $247,693 |
| Jennifer Salts | |||
| Chief Administrative Officer | $174,550 | $10,473 | $185,023 |
| Lindle Hatton - NASPO | |||
| CEO | $290,754 | $24,500 | $315,254 |
| Robert Shealy | |||
| Ed & Outreach Dir | $179,547 | $10,773 | $190,320 |
| Tim Hay | |||
| Coop Dev Dir | $152,852 | $24,342 | $177,194 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC HATTON | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SON | RelationshipDescriptionTxt |
| Transaction | $126,641 | TransactionAmt |
| Transaction | COMPENSATION | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (21 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company | NASPO OUTSOURCES SOME OPERATIONAL FUNCTIONS TO AMR MANAGEMENT SERVICES AND IN 2018 EMPLOYED A STAFF OF 29, INCLUDING LINDLE HATTON AS CEO. NASPO VALUEPOINT ALSO OUTSOURCES SOME OPERATIONAL FUNCTIONS TO AMR MANAGEMENT SERVICES AND EMPLOYS A STAFF OF 16, INCLUDING DOUG RICHINS AS CEO. AMR MANAGEMENT SERVICES IS A FULL-SERVICE ASSOCIATION MANAGEMENT COMPANY ACCREDITED BY THE AMC INSTITUTE. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | NASPO IS A NON-STOCK, NONPROFIT ASSOCIATION WITH DUES PAYING MEMBERS. |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | NASPO HOLDS AN ANNUAL ELECTION PROCESS WHEREBY MEMBERS OF THE ASSOCIATION ARE NOMINATED BY THEIR PEERS OR CAN NOMINATE THEMSELVES TO SERVE ON THE GOVERNING BODY BY THE MEMBERSHIP AT THE ANNUAL BUSINESS MEETING OF THE ASSOCIATION. |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | NASPO???S BYLAWS DEFINE DECISIONS WHICH REQUIRE APPROVAL BY MEMBERS. MEMBERS MAY APPROVE THESE DECISIONS AT THE ANNUAL BUSINESS MEETING, SPECIAL MEETINGS AND BY ELECTRONIC VOTING METHODS. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | UPON TAX PREPARER COMPLETION OF IRS FORM 990, THE FORM AND ACCOMPANYING SCHEDULES SHALL BE REVIEWED BY THE NASPO AND NASPO VALUEPOINT CHIEF EXECUTIVE OFFICERS. UPON THEIR APPROVAL, AN ELECTRONIC COPY OF THE FORM AND ACCOMPANYING SCHEDULES SHALL BE PROVIDED TO THE JOINT AUDIT COMMITTEE AND NASPO BOARD OF DIRECTORS, ALONG WITH INSTRUCTIONS FOR PROVIDING COMMENTS AND QUESTIONS, IF ANY. A TWO-WEEK TIMEFRAME SHALL BE PROVIDED FOR COMMENTS OR QUESTIONS. QUESTIONS OR OTHER MATTERS THAT ARISE DURING THE REVIEW PERIOD SHALL BE ADDRESSED PROMPTLY. FOLLOWING THE TWO-WEEK REVIEW PERIOD, IF NO ADDITIONAL, UNANSWERED CONCERNS ARE IDENTIFIED, THE FILING VERSION OF THE FORM 990 AND ACCOMPANYING SCHEDULES SHALL BE PROVIDED TO THE NASPO SECRETARY/TREASURER FOR AUTHORIZING SIGNATURE AND SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | ON AN ANNUAL BASIS, ALL INTERESTED PERSONS, WHICH INCLUDE ANY MEMBER OF THE BOARD OF DIRECTORS, A PRINCIPAL OFFICER, OR A MEMBER OF A COMMITTEE WITH GOVERNING BODY DELEGATED POWERS, ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO COMPLETE AND SIGN AN ACKNOWLEDGMENT AND DISCLOSURE OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. ALL COMPLETED FORMS ARE REVIEWED BY THE NASPO PRESIDENT AS DEFINED IN THE POLICY. A CONFLICT OF INTEREST IS A TRANSACTION OR RELATIONSHIP, WHICH PRESENTS OR MAY PRESENT A CONFLICT BETWEEN INTERESTED PERSON???S OBLIGATIONS TO NASPO AND THAT PERSON???S PERSONAL, BUSINESS, OR OTHER INTEREST. PROCEDURE FOR ADDRESSING A CONFLICT OF INTEREST: THE INTERESTED PERSON(S) MAY MAKE A PRESENTATION TO THE BOARD OF DIRECTORS, BUT, AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE OF THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE PRESIDENT SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILLIGENCE, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER NASPO CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THEN THE BOARD OF DIRECTORS SHALL DETERMINE BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN NASPO???S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE IN CONFORMITY WITH THIS DETERMINATION. THE BOARD OF DIRECTORS SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | NASPO HAS A TASKFORCE FOR THE RECRUITMENT, EVALUATION OF APPLICATIONS SUBMITTED, AND TO MAKE RECOMMENDATIONS TO THE BOARD FOR TOP MANAGEMENT POSITIONS. THE TASK FORCE PERFORMS A RESEARCH / ASSESSMENT PROCESS FOR MANAGEMENT SALARIES. THE TASK FORCE RECOMMENDATIONS ARE PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | NASPO VALUEPOINT???S EXECUTIVE COMMITTEE AND THE CEO SEARCH/COMPENSATION COMMITTEE APPOINTED BY THE BOARD, REVIEWED AND UPDATED A CEO COMPENSATION STUDY THAT WAS COMMISSIONED BY NASPO VALUEPOINT A FEW YEARS EARLIER WHEN NASPO VALUEPOINT HIRED A CEO. THE STUDY COMPARED SALARIES AND BENEFITS OF SIMILAR SIZED NONPROFIT ORGANIZATIONS IN TERMS OF NUMBER OF EMPLOYEES, REVENUE/MEMBER DUES, ORGANIZATIONAL STRUCTURE, DUTIES AND RESPONSIBILITIES OF THE CEO, ETC. THE CEO SEARCH/COMPENSATION COMMITTEE PRESENTED ITS RECOMMENDATIONS TO THE NASPO EXECUTIVE COMMITTEE WHERE IT WAS DISCUSSED AND DELIBERATED. THE EXECUTIVE COMMITTEE THEN MADE ITS RECOMMENDATION (INCLUDING THE CEO SEARCH COMMITTEE???S RECOMMENDATION) TO THE NASPO BOARD WHERE FURTHER DISCUSSION AND DELIBERATIONS OCCURRED AND THE FINAL HIRING AND COMPENSATION DECISION WAS MADE. FURTHER, DURING THE PRESENTATION OF NASPO VALUEPOINT???S 2018 BUDGET, A 3% COST OF LIVING INCREASE WAS INCLUDED IN THE BUDGET FOR ALL EMPLOYEES OF NASPO VALUEPOINT. THE BOARD VOTED TO APRPOVE AS PRESENTED. AS A KEY EMPLOYEE, THIS DID NOT INCLUDE THE CEO. A SEPARATE MOTION WAS MADE AND SECONDED TO APPROVE A 3% SALARY INCREASE IN THE CEO???S COMPENSATION. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | No documents available to the public. |
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | BEST PRACTICES, EDUCATION, PROFESSIONAL DEVELOPMENT, RESEARCH, AND INNOVATIVE PROCUREMENT STRATEGIES. |
| FORM 990, PART VI, SECTION A, LINE 3: | NASPO OUTSOURCES SOME OPERATIONAL FUNCTIONS TO AMR MANAGEMENT SERVICES AND IN 2017 EMPLOYED A STAFF OF 4, INCLUDING LINDLE HATTON AS CEO. NASPO VALUEPOINT ALSO OUTSOURCES SOME OPERATIONAL FUNCTIONS TO AMR MANAGEMENT SERVICES AND EMPLOYS A STAFF OF 16, INCLUDING DOUG RICHINS AS CEO. AMR MANAGEMENT SERVICES IS A FULL-SERVICE ASSOCIATION MANAGEMENT COMPANY ACCREDITED BY THE AMC INSTITUTE. |
| FORM 990, PART VI, SECTION A, LINE 4: | IN JUNE 2017, THE NASPO VALUEPOINT BOARD APPROVED INCREASING THE PERCENTAGE OF EXCESS REVENUE SHARED WITH NASPO FROM 50% TO 75%. THE PERCENTAGE CAN BE RE-EVALUATED BY THE MANAGEMENT WHENEVER THEY DEEM SO. THIS CHANGE WILL AFFECT THE PERCENTAGE OF EXCESS 2017 REVENUE TO BE SHARED WITH NASPO IN 2018; PAYABLE NO LATER THAN MARCH 30TH. |
| FORM 990, PART VI, SECTION A, LINE 6: | NASPO IS A NON-STOCK, NONPROFIT ASSOCIATION WITH DUES PAYING MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A: | NASPO HOLDS AN ANNUAL ELECTION PROCESS WHEREBY MEMBERS OF THE ASSOCIATION ARE NOMINATED BY THEIR PEERS OR CAN NOMINATE THEMSELVES TO SERVE ON THE GOVERNING BODY BY THE MEMBERSHIP AT THE ANNUAL BUSINESS MEETING OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 7B: | NASPO'S BYLAWS DEFINE DECISIONS WHICH REQUIRE APPROVAL BY MEMBERS. MEMBERS MAY APPROVE THESE DECISIONS AT THE ANNUAL BUSINESS MEETING, SPECIAL MEETINGS AND BY ELECTRONIC VOTING METHODS. |
| FORM 990, PART VI, SECTION B, LINE 11B: | UPON TAX PREPARER COMPLETION OF IRS FORM 990, THE FORM AND ACCOMPANYING SCHEDULES SHALL BE REVIEWED BY THE NASPO AND NASPO VALUEPOINT CHIEF EXECUTIVE OFFICERS. UPON THEIR APPROVAL, AN ELECTRONIC COPY OF THE FORM AND ACCOMPANYING SCHEDULES SHALL BE PROVIDED TO THE JOINT AUDIT COMMITTEE AND NASPO BOARD OF DIRECTORS, ALONG WITH INSTRUCTIONS FOR PROVIDING COMMENTS AND QUESTIONS, IF ANY. A TWO-WEEK TIMEFRAME SHALL BE PROVIDED FOR COMMENTS OR QUESTIONS. QUESTIONS OR OTHER MATTERS THAT ARISE DURING THE REVIEW PERIOD SHALL BE ADDRESSED PROMPTLY. FOLLOWING THE TWO-WEEK REVIEW PERIOD, IF NO ADDITIONAL, UNANSWERED CONCERNS ARE IDENTIFIED, THE FILING VERSION OF THE FORM 990 AND ACCOMPANYING SCHEDULES SHALL BE PROVIDED TO THE NASPO SECRETARY/TREASURER FOR AUTHORIZING SIGNATURE AND SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C: | ON AN ANNUAL BASIS, ALL INTERESTED PERSONS, WHICH INCLUDE ANY MEMBER OF THE BOARD OF DIRECTORS, A PRINCIPAL OFFICER, OR A MEMBER OF A COMMITTEE WITH GOVERNING BODY DELEGATED POWERS, ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO COMPLETE AND SIGN AN ACKNOWLEDGMENT AND DISCLOSURE OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. ALL COMPLETED FORMS ARE REVIEWED BY THE NASPO PRESIDENT AS DEFINED IN THE POLICY. A CONFLICT OF INTEREST IS A TRANSACTION OR RELATIONSHIP, WHICH PRESENTS OR MAY PRESENT A CONFLICT BETWEEN INTERESTED PERSON'S OBLIGATIONS TO NASPO AND THAT PERSON'S PERSONAL, BUSINESS, OR OTHER INTEREST. PROCEDURE FOR ADDRESSING A CONFLICT OF INTEREST: THE INTERESTED PERSON(S) MAY MAKE A PRESENTATION TO THE BOARD OF DIRECTORS, BUT, AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE OF THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE PRESIDENT SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILLIGENCE, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER NASPO CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THEN THE BOARD OF DIRECTORS SHALL DETERMINE BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN NASPO'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE IN CONFORMITY WITH THIS DETERMINATION. THE BOARD OF DIRECTORS SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15: | DURING 2017, NASPO CREATED A TASKFORCE FOR THE RECRUITMENT, EVALUATION OF APPLICATIONS SUBMITTED, AND TO MAKE RECOMMENDATIONS TO THE BOARD FOR THE NEW POSITIONS OF CHIEF EXECUTIVE OFFICER (CEO) AND CHIEF LEARNING OFFICER (CLO). THE TASK FORCE ALSO PERFORMED A RESEARCH / ASSESSMENT PROCESS FOR THE CEO AND CLO SALARIES. THE TASK FORCE RECOMMENDATION WAS PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL. DURING 2017, NASPO VALUEPOINT'S EXECUTIVE COMMITTEE AND THE CEO SEARCH/COMPENSATION COMMITTEE APPOINTED BY THE BOARD, REVIEWED AND UPDATED A CEO COMPENSATION STUDY THAT WAS COMMISSIONED BY NASPO VALUEPOINT A FEW YEARS EARLIER WHEN NASPO VALUEPOINT HIRED A CEO. THE STUDY COMPARED SALARIES AND BENEFITS OF SIMILAR SIZED NONPROFIT ORGANIZATIONS IN TERMS OF NUMBER OF EMPLOYEES, REVENUE/MEMBER DUES, ORGANIZATIONAL STRUCTURE, DUTIES AND RESPONSIBILITIES OF THE CEO, ETC. THE CEO SEARCH/COMPENSATION COMMITTEE PRESENTED ITS RECOMMENDATIONS TO THE NASPO EXECUTIVE COMMITTEE WHERE IT WAS DISCUSSED AND DELIBERATED. THE EXECUTIVE COMMITTEE THEN MADE ITS RECOMMENDATION (INCLUDING THE CEO SEARCH COMMITTEE'S RECOMMENDATION) TO THE NASPO BOARD WHERE FURTHER DISCUSSION AND DELIBERATIONS OCCURRED AND THE FINAL HIRING AND COMPENSATION DECISION WAS MADE. FURTHER, DURING THE PRESENTATION OF NASPO VALUEPOINT'S 2018 BUDGET, A 3% COST OF LIVING INCREASE WAS INCLUDED IN THE BUDGET FOR ALL EMPLOYEES OF NASPO VALUEPOINT. THE BOARD VOTED TO APRPOVE AS PRESENTED. AS A KEY EMPLOYEE, THIS DID NOT INCLUDE THE CEO. A SEPARATE MOTION WAS MADE AND SECONDED TO APPROVE A 3% SALARY INCREASE IN THE CEO'S COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19: | POSTS PAST THREE YEARS' FORM 990S TO THE ORGANIZATION'S WEBSITE, ALSO POSTS AN ACKNOWLEDGMENT OF THE ORGANIZATION'S COMPLIANCE WITH THE IRS CODE FOR PUBLIC INSPECTION REQUIREMENTS, WITH INSTRUCTIONS FOR CONTACTING THE ORGANIZATION'S HEADQUARTERS TO ARRANGE IN- PERSON INSPECTION AND/OR FURNISH COPIES ON REQUEST, INCLUDING FORM 1023, FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS. |
| FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: | CHANGE IN ACCOUNTING PRINCIPLE -355,102. |
| PART XII, LINE 1 | DURING THE YEAR ENDED DECEMBER 31, 2017, THE BOARD OF DIRECTORS ELECTED TO MODIFY NASPO'S ACCOUNTING FRAMEWORK TO BE MORE CONSISTENT WITH A CASH BASIS ENTITY. THE MODIFICATION REMOVED PREVIOUS ADJUSTMENTS FOR PREPAID EXPENSES, PAYROLL LIABILITIES, AND DEFERRED INCOME. NASPO ELECTED THIS MODIFICATION TO IMPROVE BUDGETING PROCESSES AND PERFORMANCE MONITORING. NET ASSETS AS OF THE BEGINNING OF THE YEAR HAVE BEEN RESTATED TO INCLUDE ONLY CASH AND INVESTMENTS. THE EFFECT OF THIS MODIFICATION WAS TO INCREASE THE BEGINNING NET ASSETS OF NASPO BY $28,110 AND TO DECREASE THE BEGINNING NET ASSETS OF NASPO VALUEPOINT BY $383,212. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASPO ValuePoint | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 W Vine St Ste 600 | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800881401 | EIN |
| Primary Activities | Manage national cooperative purchasing program | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Total Income | $19,044,522 | TotalIncomeAmt |
| End Of Year Assets | $53,224,497 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASPO | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASPO ValuePoint | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 W Vine St Ste 600 | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800881401 | EIN |
| Primary Activities | Manage national coop purch prog | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASPO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASPO ValuePoint | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionTypeTxt |
| Involved | $10,117,095 | InvolvedAmt |
| Method Of Amount Determination | 75% of net inc | MethodOfAmountDeterminationTxt |
Comments