2025-11-04T17:08:24-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-01-01 752395176 NATIONAL ATHLETIC TRAINERS' ASSOCIATION RESEARCH AND EDUCATION FOUNDATION INC NATI 2146376282 1620 VALWOOD PARKWAY 115 CARROLLTON TX 75006 MARYBETH HORODYSKI PRESIDENT 2146376282 2025-11-03 1 1 TINA HENTON P00630282 4078021200 2025-10-21 2024 2025-03-06 01:10:19Z MARYBETH HORODYSKI 1620 VALWOOD PARKWAY 115 CARROLLTON TX 75006 1339462 0 X WWW.NATAFOUNDATION.ORG X 1991 TX CHAMPION RESEARCH, SUPPORT EDUCATION TO OPTIMIZE THE CLINICAL EXPERIENCE AND OUTCOMES. 18 18 0 125 1460 2185 1199529 474650 25629 24695 170267 531726 -9002 26987 1386423 1058058 312698 255814 0 0 206262 184545 0 0 96953 102961 114618 621921 554977 764502 503081 6672192 7095952 152493 96670 6519699 6999282 TO CHAMPION RESEARCH, SUPPORT EDUCATION AND ENHANCE KNOWLEDGE TO OPTIMIZE THE CLINICAL EXPERIENCE AND OUTCOMES WITHIN THE DIVERSE PATIENT POPULATIONS SERVED BY THE ATHLETIC TRAINING PROFESSION. 0 0 196919 170700 13600 SCHOLARSHIP PROGRAM-THE NATA FOUNDATION AWARDS UNDERGRADUATE, MASTER'S AND DOCTORAL SCHOLARSHIPS. THE NUMBER OF SCHOLARSHIPS VARIES ANNUALLY (FROM 50 TO 75) WITH THE CURRENT AWARD AMOUNT OF $2,300 PER SCHOLARSHIP. SCHOLARSHIP FUNDING IS SECURED THROUGH A VARIETY OF SOURCES, INCLUDING THE ORGANIZATION'S ENDOWMENT PROGRAM, AS WELL AS THROUGH CORPORATE AND INDIVIDUAL SUPPORT. 121107 85114 59131 RESEARCH AND GRANT PROGRAMS - THE NATA FOUNDATION PROVIDES A FORUM FOR RESEARCHERS AND CLINICIANS TO DISSEMINATE CASE STUDIES, BE PUBLISHED IN THE SUPPLEMENT TO THE JOURNAL OF ATHLETIC TRAINING, AND PRESENT AT THE NATA ANNUAL CONVENTION. THE NATA FOUNDATION RECEIVES SUBMISSIONS FOR AND AWARDS PROFESSIONAL, MASTER'S, AND DOCTORAL RESEARCH GRANTS. 318026 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 1 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA TN UT VA WA WV WI RI SC X CHERYL CAMPBELL 9725328809 1620 VALWOOD PARKWAY SUITE 115 CARROLLTON TX 75006 ROBERT CASMUS VP OPERATIONS 1.00 X X 0 0 0 MARYBETH HORODYSKI VP RESEARCH PROGRAMS 1.00 X X 0 0 0 JILL MANNERS VP DEVELOPMENT 1.00 X X 0 0 0 KAVIN TSANG VP OF EPD PROGRAMS (THRU 6/24) 1.00 X X 0 0 0 DAWN EMERSON VP, EPD PROGRAMS (AS OF 6/24) 1.00 X X 0 0 0 MICHAEL VAN BRUGGEN VP FINANCE 1.00 X X 0 0 0 JENNIFER STURTEVANT D1 DIRECTOR (THRU 6/24) 1.00 X 0 0 0 DIANE SARTANOWICZ D1 DIRECTOR (AS OF 6/24) 1.00 X 0 0 0 MICHAEL GOLDENBERG D2 DIRECTOR 1.00 X 0 0 0 MARTIN BAKER D3 DIRECTOR 1.00 X 0 0 0 MITSUE ALICE WILCOXSON D4 DIRECTOR 1.00 X 0 0 0 GREG GARDNER D5 DIRECTOR 1.00 X 0 0 0 KEITH JONES D6 DIRECTOR (THRU 12/24) 1.00 X 0 0 0 MICHELLE GONZALEZ D7 DIRECTOR 1.00 X 0 0 0 KY KUGLER D8 DIRECTOR 1.00 X 0 0 0 TAMERAH HUNT D9 DIRECTOR 1.00 X 0 0 0 BILL DRAKE D10 DIRECTOR (THRU 6/24) 1.00 X 0 0 0 SAMUEL JOHNSON D10 DIRECTOR (AS OF 6/24) 1.00 X 0 0 0 JOSEPH WHITSON D11 DIRECTOR 1.00 X 0 0 0 SCOTT SAILOR DIRECTOR AT-LARGE 1.00 X 0 0 0 CARI WOOD DIRECTOR AT-LARGE 1.00 X 0 0 0 LEIGH WEISS AT LARGE DIRECTOR (AS OF 6/24) 1.00 X 0 0 0 KATHRYN LALONDE DIRECTOR/SECRETARY 45.00 X 75109 0 24584 KATHY CRELLY DIRECTOR OF FINANCE 2.00 45.00 X 0 116448 47386 KENNETH CAMERON PRESIDENT 5.00 X 0 0 0 75109 116448 71970 0 0 1 0 0 70011 404639 32600 474650 SCHOLARSHIP MAINTENANC 900099 13600 13600 COMM ABSTRACT SUBMISSI 611620 11095 11095 24695 173095 173095 510 510 580713 222082 358631 358631 358631 37740 70011 59322 -21582 1460 -23042 GRANT REFUNDS 900099 48036 48036 OTHER INCOME 900099 23 23 48059 1058058 72731 1460 509217 87114 87114 168700 168700 99694 26917 31902 40875 42107 10913 13896 17298 3433 1365 880 1188 28770 7926 8618 12226 10541 2908 3162 4471 16361 16361 29576 29576 21313 657 5773 14883 5756 1175 4581 5 5 8846 1092 7754 16250 16250 SUPPLIES 16511 10434 4646 1431 554977 318026 139998 96953 188744 142031 820238 1124478 14798 100107 8189 8263 5584605 5671888 55618 49185 6672192 7095952 22710 7415 89241 34821 29455 34636 11087 19798 152493 96670 X 894996 1027285 5624703 5971997 6519699 6999282 6672192 7095952 X 503081 -23827 329 X 0 1 X 1 0 X 145698 343706 318146 1199529 474650 2481729 145698 343706 318146 1199529 474650 2481729 894165 1587564 51741 88435 96527 145157 173605 555465 1460 1460 11915 30 475 165 23 12608 3051262 172887 0.52030 0.51270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2021 AMOUNT: $ 30. 2022 AMOUNT: $ 475. 2023 AMOUNT: $ 165. 2024 AMOUNT: $ 23. RESEARCH - 2020 AMOUNT: $ 11,125. SCHOLARSHIP PROGRAM - GRANT REFUNDS - 2020 AMOUNT: $ 790. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5695042 47023 440781 129058 8000 6045788 4312432 849782 650028 109400 7800 5695042 5179587 68267 -742092 185530 7800 4312432 4031040 124152 1142916 117600 921 5179587 3900937 16618 113485 4031040 0.01372 0.05731 0.92897 0 0 0 DUE TO AFFILIATE 19798 19798 X 1214333 -23827 207704 1974 185851 1028482 29576 29576 1058058 734750 207704 1645 209349 525401 29576 29576 554977 PART V, LINE 4: ENDOWMENT FUNDS SUPPORT RESEARCH GRANTS AND STUDENT SCHOLARSHIPS, BOTH OF WHICH ARE AWARDED ANNUALLY. PART X, LINE 2: THE FOUNDATION IS CLASSIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL INCOME TAXES. AS SUCH, IT IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON NET UNRELATED BUSINESS INCOME. THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION, AND IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 1,645. CHANGE IN CASH VALUE OF LIFE INSURANCE 329. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 1,645. ONLINE/VIRTUAL SILENT AUCTION 38562 25900 12662 25900 1645 PICKLEBALL & PINTS 69189 44111 25078 6700 2646 16699 5732 107751 70011 37740 32600 2646 16699 7377 59322 -21582 1 UNIVERSITY OF NEW MEXICO 1700 LOMAS NE SUITE 2200 MSC01 1247 ALBUQUERQUE NM 87131 856000642 501(C)(3) 20000 0 RESEARCH GRANT ARIZONA STATE UNIVERSITY PO BOX 876011 TEMPE AZ 852876011 860196696 501(C)(3) 49256 0 RESEARCH GRANT 2 SCHOLARSHIPS 68 168700 PART I, LINE 2: WHEN A GRANT IS AWARDED, THE FUNDS ARE DISTRIBUTED TO THE PRINCIPAL INVESTIGATOR'S COLLEGE OR UNIVERSITY. THE INSTITUTION IS CHARGED WITH OVERSIGHT OF THE GRANT MONIES. THE PRINCIPAL INVESTIGATOR PROVIDES THE NATA FOUNDATION WITH A WRITTEN REPORT WHEN THE STUDY IS COMPLETE (OR ANNUALLY IF THE GRANT IS MULTI-YEAR). SHOULD ANY FUNDS REMAIN, THE INSTITUTION ISSUES THE FOUNDATION A REIMBURSEMENT CHECK FOR THE DIFFERENCE. STUDENTS INTERESTED IN RECEIVING A SCHOLARSHIP COMPLETE AN APPLICATION. A SECTION OF THE APPLICATION MUST BE COMPLETED BY A NOMINATING ATHLETIC TRAINER. STUDENTS ARE REQUIRED TO UPLOAD TRANSCRIPTS THAT INCLUDE THE STUDENT'S GPA. THE SCHOLARSHIP COMMITTEE REVIEWS ALL APPLICATIONS AND USES A SCORING SYSTEM FOR SELECTING RECIPIENTS. ONCE STUDENTS ARE SELECTED, THEY MUST COMPLETE AN ENROLLMENT FORM THAT INCLUDES THEIR SCHOOL STAMP OR SEAL, CONFIRMING THEY ARE REGISTERED AS FULL-TIME STUDENTS FOR THE UPCOMING SCHOOL YEAR. FOR STUDENTS GRADUATING, THEY MUST SUBMIT A FINAL TRANSCRIPT WHICH INCLUDES THE DATE OF DEGREE CONFERRAL. 0 0 0 0 0 0 0 0 0 KATHY CRELLY DIRECTOR OF FINANCE 0 116448 0 0 0 0 0 13173 0 34213 0 163834 0 0 X FUNDRAISING SUPPLIES 114 32600 FMV 0 0 0 0 PART I, COLUMN (B): AMOUNTS IN COLUMN (B) ARE THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE PRESIDENT AND THE FIVE (5) VICE PRESIDENTS OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE WHEN THE BOARD IS NOT IN SESSION ALL OF THE AUTHORITY AND POWERS OF THE BOARD IN THE AFFAIRS OF THE CORPORATION, EVEN THOUGH SUCH AUTHORITY AND POWERS BE HEREIN PROVIDED OR DIRECTED TO BE EXERCISED BY A DESIGNATED OFFICER OF THE CORPORATION; PROVIDED THAT THE FOREGOING SHALL NOT BE CONSTRUED AS AUTHORIZING ACTION BY THE EXECUTIVE COMMITTEE WITH RESPECT TO ANY ACTION WHICH BY STATUTE, THE ARTICLES OF INCORPORATION, OR BYLAWS IS FORBIDDEN TO THE EXECUTIVE COMMITTEE. THE SECRETARY AND ASSISTANT TREASURER SHALL BE A NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE ANNUAL AUDIT PROCESS IS COMPLETE, THE DIRECTOR OF FINANCE COMPILES AND SHARES INFORMATION WITH THE CPA FIRM SO THAT THE TAX RETURN CAN BE PREPARED. ONCE PREPARED, THE DIRECTOR OF FINANCE REVIEWS EACH SECTION AND COMPARES FINANCIALS TO AUDITED NUMBERS BEFORE SHARING THE TAX RETURN WITH THE FOUNDATION DIRECTOR. THE FOUNDATION DIRECTOR REVIEWS THE INFORMATION AND PROVIDES FEEDBACK PRIOR TO FORWARDING THE RETURN TO THE FULL BOARD OF DIRECTORS TO REVIEW AND APPROVE THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE FOUNDATION BOARD SIGN A NEW CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS, TYPICALLY AT THE IN-PERSON CONVENTION MEETING. THE DOCUMENT REQUIRES THAT, SHOULD A CONFLICT ARISE, THE MEMBER AGREES TO REPORT IT PROMPTLY IN ORDER TO REMAIN IN COMPLIANCE WITH THE SIGNED DOCUMENT. EACH FOUNDATION BOARD MEMBERS ALSO SIGNS AN ANNUAL COMMITMENT TO SERVE DOCUMENT. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTOR MEMBERS DO NOT RECEIVE COMPENSATION. THE FOUNDATION REVIEWS THE COMPENSATION LEVELS FOR EACH EMPLOYEE, TYPICALLY ON AN ANNUAL BASIS. PAY INCREASES ARE BASED ON JOB PERFORMANCE AS WELL AS INDICATORS FROM THE MARKETS AS TO WHAT THE SALARIES ARE FOR EMPLOYEES WITH SIMILAR BACKGROUNDS, SKILL SETS, EXPERIENCE, LOCATION, COMPANY SIZE, EDUCATION LEVEL, AND SIZE OF COMPANY BUDGET. MARKET RESEARCH DATA FROM SEVERAL DIFFERENCE RESOURCES INCLUDING HR/COMPENSATION WEBSITES, A LOCAL HR ASSOCIATION'S DATABASE, AND SALARY SURVEYS CONTAINING RESULTS FROM OTHER ASSOCIATIONS ARE USED FOR COMPARISON. EACH EMPLOYEE'S SUPERVISOR IS GIVEN THE OPPORTUNITY TO RECOMMEND A RAISE INCREASE PERCENTAGE (BASED ON A PRE-DETERMINED RANGE) AND BASED ON THE EMPLOYEE'S PERFORMANCE. RECOMMENDATIONS ARE REVIEWED BY NATA HR PERSONNEL, FOUNDATION DIRECTOR AND THE EXECUTIVE COMMITTEE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN CASH VALUE OF LIFE INSURANCE 329. NATIONAL ATHLETIC TRAINERS' ASSOCIATION 1620 VALWOOD PARKWAY 115 CARROLLTON TX 75006 752575595 MEMBER SVCS TX 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 NATIONAL ATHLETIC TRAINERS' ASSOCIATION M 36248 CASH TRANSFERRED NATIONAL ATHLETIC TRAINERS' ASSOCIATION N 2193 ESTIMATES BY SQ FT NATIONAL ATHLETIC TRAINERS' ASSOCIATION O 205512 ESTIMATES BY TIME NATIONAL ATHLETIC TRAINERS' ASSOCIATION P 232765 CASH TRANSFERRED