2025-10-23T11:27:36-05:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 954020047 NATIONAL STRUCTURED SETTLEMENTS TRADE ASSOCIATION NATI 2022894004 601 PENNSYLVANIA AVENUE NW 900 S WASHINGTON DC 20005 ERIC VAUGHN EXECUTIVE DIRECTOR 2022894004 2025-10-23 1 1 ERIN CRANMER P01712644 2023319880 2025-10-23 2024 2025-03-06 01:10:19Z ERIC VAUGHN 601 PENNSYLVANIA AVENUE NW 900 S WASHINGTON DC 20005 1658520 0 X WWW.NSSTA.COM X 1985 CA THE NATIONAL STRUCTURED SETTLEMENTS TRADE ASSOCIATION WAS FORMED TO PROVIDE MEMBERS AND OTHER INTERESTED PARTIES OPPORTUNITIES FOR SELF-IMPROVEMENT, EDUCATION, DIALOGUE AND ADVANCEMENT IN THE STRUCTURED SETTLEMENT PROFESSION. 11 11 0 0 0 0 0 0 1478282 1658520 0 0 0 0 1478282 1658520 5500 0 0 0 0 0 0 0 0 1644538 1508268 1650038 1508268 -171756 150252 993258 1050909 773272 680671 219986 370238 X THE NATIONAL STRUCTURED SETTLEMENTS TRADE ASSOCIATION (THE "ASSOCIATION") IS A NON-PROFIT TRADE ASSOCIATION INCORPORATED IN THE STATE OF CALIFORNIA. THE ASSOCIATION'S PRINCIPLE OFFICE IS LOCATED IN WASHINGTON, DC. MEMBERSHIP IS COMPRISED OF PERSONS AND FIRMS ACTIVELY INVOLVED IN, ASSOCIATED WITH OR HAVING AN INTEREST IN, THE FURTHERANCE OF PERIODIC PAYMENT OF COMPENSATION ON ACCOUNT OF PERSONAL INJURIES AND OTHER CLAIMS UTILIZING PERIODIC PAYMENTS. THE ASSOCIATION WAS FORMED TO PROVIDE MEMBERS AND OTHER INTERESTED PARTIES OPPORTUNITIES FOR SELF-IMPROVEMENT, EDUCATION, DIALOGUE, AND ADVANCEMENT IN THE STRUCTURED SETTLEMENT PROFESSION. 0 0 THE HIGHEST GOAL AND RESPONSIBILITY OF THE NATIONAL STRUCTURED SETTLEMENTS TRADE ASSOCIATION IS THE ESTABLISHMENT AND PRESERVATION OF STRUCTURED SETTLEMENTS IN ORDER TO PROVIDE LONG-TERM FINANCIAL SECURITY TO PERSONAL INJURY CLAIMANTS AND THEIR FAMILIES THROUGH PERIODIC PAYMENT OF COMPENSATION. THE ASSOCIATION HAS ESTABLISHED THE NSSTA UNIVERSITY TO PROMOTE THE UTILIZATION OF PERIODIC PAYMENT ARRANGEMENTS GENERALLY AS A TOOL FOR RESOLVING CLAIMS BY PROVIDING STRUCTURED SETTLEMENT INDUSTRY PROFESSIONALS BY PROVIDING ASSOCIATION MEMBERS WITH THE HIGHEST QUALITY PROFESSIONAL EDUCATIONAL AND TRAINING PROGRAMS AT TWO INDUSTRY CONFERENCES EACH YEAR. THE NSSTA UNIVERSITY DEVELOPS AND MAINTAINS PROFESSIONAL EDUCATIONAL PROGRAMS FOR MEMBERS THAT PROVIDE IMPORTANT CONTINUING EDUCATION (CE) AND CONTINUING LEGAL EDUCATION (CLE) CREDITS AT THE NSSTA ANNUAL MEETING AND THE NSSTA FALL EDUCATIONAL MEETING. THE ASSOCIATION HAS ALSO DEVELOPED THE CERTIFIED STRUCTURED SETTLEMENT CONSULTANT PROFESSIONAL CERTIFICATION PROGRAM WHICH IS RECOGNIZED NATIONALLY AS THE STRUCTURED SETTLEMENT INDUSTRY PROFESSIONAL CERTIFICATION STANDARD OF EXCELLENCE. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 1 1 0 1 1 0 0 1 1 0 0 1 1 0 0 0 X BOOK HILL PARTNERS 2022894004 601 PENNSYLVANIA AVENUE NW 900S WASHINGTON DC 20004 X NOLAN ROBINSON DIRECTOR 1.00 X 0 0 0 LEN BLONDER DIRECTOR 1.00 X 0 0 0 BRIAN FARRELL DIRECTOR 1.00 X 0 0 0 PETER JACHYM DIRECTOR 1.00 X 0 0 0 GREG MICOLETTI TREASURER 1.00 X X 0 0 0 KERRI POE PRESIDENT 1.00 X X 0 0 0 HENRY STRONG DIRECTOR 1.00 X 0 0 0 BUSTER JOYNER DIRECTOR 1.00 X 0 0 0 STACY MCCALL DIRECTOR 1.00 X 0 0 0 PAULA ROBINSTEIN DIRECTOR 1.00 X 0 0 0 ERIC MIKULANINEC DIRECTOR 1.00 X 0 0 0 WILLIAM H ERIC VAUGHN EXECUTIVE DIRECTOR 1.00 X 0 0 0 MIKE MILLER GENERAL COUNSEL 1.00 X 0 0 0 0 0 0 0 0 0 0 BOOK HILL PARTNERS LLC 601 PENNSYLVANIA AVENUE NW 900S WASHINGTON DC 20004 MANAGEMENT AND GOVERNANCE 788000 COZEN O'CONNOR 1650 MARKET STREET SUITE 2800 PHILADELPHIA PA 19103 LEGAL SERVICES 189975 MCCOMBS SCHOOL OF BUSINESS 2110 SPEEDWAY STOP B6000 AUSTIN TX 78712 PROGRAM SERVICES 122655 3 MEMBERSHIP DUES 611710 1386159 1386159 REGISTRATION FEES 611430 114195 114195 MEETING REVENUE 611430 89000 89000 CERTIFICATION PROGRAM 611710 69166 69166 1658520 1658520 1658520 0 0 788000 170285 21000 10538 100 11377 27522 4879 26768 366969 6415 FILING FEE 40841 CONTINUING EDUCATION 16024 BANK AND CREDIT CARD FE 6506 DUES AND SUBSCRIPTION 4486 6558 1508268 762563 761416 222220 199037 5706 71706 6190 6190 0 0 2769 18750 993258 1050909 15797 12169 757475 668502 773272 680671 X 219986 370238 219986 370238 993258 1050909 150252 0 X X 0 1 X 1 0 0 1 0 6190 6190 0 0 X 1838380 179860 179860 1658520 0 1658520 1654176 145908 145908 1508268 0 1508268 PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THAT THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC). THE ASSOCIATION COMPLIES WITH THE AUTHORITATIVE GUIDANCE RELATING TO UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ASSOCIATION PERFORMED AN EVALUATION OF CERTAIN TAX POSITIONS FOR THE YEAR ENDING DECEMBER 31, 2023 AND 2024 AND DETERMINED THAT THERE WERE NO MATERIAL MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2023, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2021 THROUGH 2023 REMAINS OPEN WITH THE IRS. IT IS THE ASSOCIATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: PAC REVENUE 179,860. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES 145,908. ERIC VAUGHN EXECUTIVE DIRECTOR 788000 MANAGEMENT FEES 0 SCHEDULE L, PART IV ERIC VAUGHN, EXECUTIVE DIRECTOR OF THE ASSOCIATION IS A PARTNER WITH THE FIRM BOOK HILL PARTNERS (BHP). EFFECTIVE JULY 1, 2016, THE ASSOCIATION ENTERED INTO A NEW AGREEMENT WITH BHP. THE AGREEMENT CALLS FOR BHP TO PERFORM MANAGEMENT AND OTHER PROFESSIONAL SERVICES ON BEHALF OF THE ASSOCIATION. THE AGREEMENT IS RENEWED ANNUALLY WITH A FIXED MONTHLY FEE. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT COMPANY PROVIDED FACILITIES, STAFFING, AND ALL OTHER MANAGEMENT SERVICES TO THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION IS A 501(C)(6) TRADE ASSOCIATION WHICH HAS CORPORATE AND INDIVIDUAL MEMBERS WHOM ARE AFFILIATED WITH THE STRUCTURED SETTLEMENTS INDUSTRY. FORM 990, PART VI, SECTION A, LINE 7A NOMINATING COMMITTEE, WHICH INCLUDES THE CURRENT PRESIDENT, SUBMITS NOMINATIONS TO THE BOARD FOR RATIFICATION. MEMBERS OF THE NOMINATING COMMITTEE ARE NOT ELIGIBLE FOR NOMINATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND/OR THE TREASURER BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12 IT IS THE POLICY OF THE ASSOCIATION TO COMPLY FULLY WITH ALL APPLICABLE LAWS, INCLUDING THE ANTITRUST LAWS, AND ACCORDINGLY, ALL ACTIVITIES OF THE ASSOCIATION SHALL BE CONDUCTED IN ACCORDANCE WITH ITS ANTITRUST COMPLIANCE GUIDELINES, AS THEY MAY FROM TIME TO TIME BE ADOPTED OR MODIFIED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.