2016-08-12T16:40:53-05:00 2015-09-30 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2014-10-01 911568650 NATIONAL ALLIANCE OF STATE AND TERRITORIAL AIDS DIRECTORS NATI 2024348090 444 NORTH CAPITAL STREET NW NO 339 WASHINGTON DC 200011512 MURRAY PENNER EXECUTIVE DIRECTOR 2024348090 2016-08-12 1 WILLIAM E TURCO CPA P00369217 3012963600 2014 2016-09-27 15:27:22Z NASTAD MURRAY PENNER 444 NORTH CAPITAL STREET NW NO 339 WASHINGTON DC 200011512 11988439 0 X WWW.NASTAD.ORG X 1992 DC NASTAD STRENGTHENS STATE AND TERRITORY-BASED LEADERSHIP, EXPERTISE, AND ADVOCACY AND BRINGS THEM TO BEAR IN REDUCING THE INCIDENCE OF HIV AND VIRAL HEPATITIS INFECTIONS AND ON PROVIDING CARE AND SUPPORT TO ALL WHO LIVE WITH HIV/AIDS AND VIRAL HEPATITIS. 20 20 54 20 0 0 10118055 11130468 748486 805535 5397 6061 3449 46375 10875387 11988439 144801 543265 0 0 5547377 6250374 0 0 118271 5193102 5154873 10885280 11948512 -9893 39927 4046888 4289751 1365686 1568622 2681202 2721129 X NASTAD STRENGTHENS STATE AND TERRITORY-BASED LEADERSHIP, EXPERTISE, AND ADVOCACY AND BRINGS THEM TO BEAR IN REDUCING THE INCIDENCE OF HIV AND VIRAL HEPATITIS INFECTIONS AND ON PROVIDING CARE AND SUPPORT TO ALL WHO LIVE WITH HIV/AIDS AND VIRAL HEPATITIS. 0 0 5169733 91973 GLOBAL PROGRAMNASTAD HAS A GLOBAL PROGRAM SUPPORTED BY THE CENTER FOR DISEASE CONTROL'S (CDC) GLOBAL AIDS PROGRAM AND FROM SPECIFIC SUPPORTED COUNTRIES AS PART OF A UNIFIED RESPONSE TO THE GLOBAL AIDS PANDEMIC. NASTAD'S GLOBAL PROGRAM INCREASE THE CAPACITY OF RESOURCE-CONSTRAINED COUNTRIES TO PLAN AND DELIVER HIV PREVENTION AND CARE ACTIVITIES BY WORKING WITH GOVERNMENT ENTITIES AND PARTNER ORGANIZATIONS. NASTAD PROVIDED INTERNATIONAL PEER-BASED TECHNICAL ASSISTANCE (TA), WORKSHOPS, AND TRAININGS TO ADDRESS THE NEEDS OF THE COUNTRIES AROUND THE WORLD. 1704793 240168 HIV PREVENTION AND SURVEILLANCE:THIS PROGRAM IS FUNDED LARGELY THROUGH A CDC COOPERATIVE AGREEMENT TO CONDUCT COMMUNICATION AND TECHNICAL ASSISTANCE (TA) IN THE AREAS OF ADDRESSING RACIAL AND ETHNIC HEALTH DISPARITIES; HIV PREVENTION FOR GAY MEN AND PERSONS WHO INJECT DRUGS; HIV SURVEILLANCE; SOCIAL MARKETING; EFFECTIVE PREVENTION INTERVENTIONS; RAPID AND OTHER HIV TESTING; CORRECTIONS; INTEGRATION OF HIV, VIRAL HEPATITIS, STD, AND TUBERCULOSIS PROGRAMS; AND PREVENTION OF PERINATAL HIV TRANSMISSION. 1392168 211124 248290 HEALTH CARE ACCESS: NASTAD HAS A COOPERATIVE AGREEMENT WITH THE HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA) TO PROVIDE TA FOR AIDS DRUG ASSISTANCE PROGRAMS (ADAP) AND RYAN WHITE PART B PROGRAMS. PROGRAM ACTIVITIES INCLUDE A FOCUS ON ADAP CLINICAL QUALITY, AS WELL AS TA TO ADAPS ON VARIOUS ISSUES INCLUDING IMPLEMENTATION OF THE AFFORDABLE CARE ACT (ACA), INSURANCE PURCHASING, INTEGRATED PLANNING, FINANCIAL FORECASTING, IMPLEMENTING QUALITY MEASURES AND NEW DATA COLLECTION ACTIVITIES, DEVELOPING AND DISSEMINATING VARIOUS MATERIALS, AND IMPLEMENTING AND MONITORING DRUG PRICING AGREEMENTS.NASTAD HAS AN ONGOING PROJECT SUPPORTED BY CORPORATE DONORS TO MONITOR AND ASSESS THE STATUS OF STATE ADAPS AUTHORIZED UNDER PART B OF THE RYAN WHITE PROGRAM. IN ADDITION TO PRODUCING THE NATIONAL ADAP MONITORING PROJECT ANNUAL REPORT, THE PROGRAM PROVIDES TA TO STATE ADAPS REGARDING VARIOUS PROGRAMMATIC AND FISCAL ISSUES. NASTAD ALSO CONVENES AND SUPPORTS THE WORK OF AN ADAP CRISIS TASK FORCE, MADE UP OF STATE AIDS DIRECTORS AND ADAP COORDINATORS WORKING ON BEHALF OF ALL STATE HIV/AIDS PROGRAMS TO IMPROVE THE FISCAL STATUS OF STATE ADAP PROGRAMS. THIS PROGRAM IS SUPPORTED BY THE MEMBERSHIP. NASTAD CONDUCTS AN ADAP TECHNICAL ASSISTANCE MEETING EACH YEAR FOR ADAP COORDINATORS AND AIDS DIRECTORS. IT IS SUPPORTED THROUGH CORPORATE CONTRIBUTIONS SPECIFICALLY FOR THIS PURPOSE, AND EXPENDITURES INCLUDE STAFF TIME, TRAVEL AND HOTEL FOR PARTICIPANTS, AND OTHER GENERAL EXPENSES RELATED TO CONDUCTING THE MEETING. NASTAD ALSO HAS AN ONGOING PROJECT SUPPORTED PRIMARILY BY CORPORATE AND FOUNDATION DONORS AS WELL ANOTHER HRSA GRANTEE VIA A SUBCONTRACT TO PROVIDE TA TO HEALTH DEPARTMENTS AND TO MONITOR AND ASSESS THE STATUS OF IMPLEMENTATION OF THE ACA AT BOTH THE POLICY AND PROGRAMMATIC LEVELS. THIS INCLUDES FOUNDATION FUNDING TO SUPPORT TA AND IMPLEMENTATION OF ACA PROVISIONS FOR ADAPS, THE ACTIVITIES OF WHICH CONSISTED PRIMARILY OF A SERIES OF REGIONAL MEETINGS WITH HEALTH DEPARTMENT STAFF. 465384 171205 POLICY AND LEGISLATIVE AFFAIRS 496088 HEALTH EQUITY 253241 121450 VIRAL HEPATITIS 132938 65516 ANNUAL MEETING 396249 199074 OTHER GRANTS 1743900 557245 10010594 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 39 0 1 54 1 0 1 BC ET SF ZA HA TD 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 1 0 0 1 1 1 0 0 X MURRAY PENNER 2024348090 444 NORTH CAPITAL STREET NW NO 339 WASHINGTON DC 200011512 MARIA COUROGEN CHAIR 1.00 X X 0 0 0 DEANN GRUBER VICE CHAIR 1.00 X X 0 0 0 AIMEE SHIPMAN SECRETARY-TREASURER 1.00 X X 0 0 0 ANDREW GANS CHAIR ELECT 1.00 X X 0 0 0 DAWN FUKUDA PAST CHAIR 1.00 X 0 0 0 SUSAN JONES EXEC COMM MEMBER 1.00 X 0 0 0 RALPH WILMOTH EXEC COMM MEMBER 1.00 X 0 0 0 KAREN MARK EXEC COMM MEMBER 1.00 X 0 0 0 MELANIE MATTSON EXEC COMM MEMBER 1.00 X 0 0 0 WILLIAM LYONS EXEC COMM MEMBER 1.00 X 0 0 0 PETER WHITICAR EXEC COMM MEMBER 1.00 X 0 0 0 MILDRED WILLIAMSON EXEC COMM MEMBER 1.00 X 0 0 0 RANDY MAYER EXEC COMM MEMBER 1.00 X 0 0 0 DAN O'CONNELL EXEC COMM MEMBER 1.00 X 0 0 0 JACQUELYN CLYMORE EXEC COMM MEMBER 1.00 X 0 0 0 JANET TAPP EXEC COMM MEMBER 1.00 X 0 0 0 SHANELL MCGOY EXEC COMM MEMBER 1.00 X 0 0 0 DIANA JORDAN EXEC COMM MEMBER 1.00 X 0 0 0 JIM VERGERONT EXEC COMM MEMBER 1.00 X 0 0 0 CARLA CHEE EXEC COMM MEMBER 1.00 X 0 0 0 JULIE SCOFIELD EXECUTIVE DIRECTOR UNTIL 03/2015 40.00 X 212587 0 41534 MURRAY PENNER DEPUTY EX DIR/EXE. DIR FROM 04/2015 40.00 X 152800 0 28864 BRENT PARKER CONTROLLER UNTIL 02/2015 40.00 X 100703 0 6525 LUCY SLATER GLOBAL DIRECTOR 40.00 X 129642 0 23294 TERRANCE MOORE POLICY & HEALTH EQUITY DIRECTOR 40.00 X 117826 0 31145 KELLY CAMPAGNE HR & ADMIN DIRECTOR 40.00 X 115636 0 27705 829194 0 159067 6 0 1 0 0 8619062 2511406 11130468 MEMBERSHIP DUES 900099 718000 718000 REGISTRATION FEES 900099 87535 87535 805535 6061 6061 OTHER REVENUE 900099 46375 46375 46375 11988439 805535 0 52436 X 543265 543265 648157 543747 97445 6965 4379343 3661440 670548 47355 187098 160605 24569 1924 746048 640410 97968 7670 289728 248703 38046 2979 7301 7301 65804 21641 44163 1299026 1179659 98805 20562 290633 235560 52775 2298 855753 345302 507080 3371 1641405 1601286 15446 24673 763957 637079 126404 474 8492 8492 47697 42872 4825 OTHER EXPENSES 56161 53327 2834 FEES 54598 52983 1615 STAFF TRAINING/DEVELOPM 43377 16746 26631 DUES, PUBLICATIONS, SUB 20669 18668 2001 11948512 10010594 1819647 118271 1800071 1691747 1269828 1523812 526047 637365 115205 203203 93769 63196 39065 30573 296672 203051 4046888 4289751 1028687 1041037 113459 284172 223540 243413 1365686 1568622 X 2077758 1961875 603444 759254 2681202 2721129 4046888 4289751 39927 0 X 0 1 X 1 1 1 X 8181611 11229604 10360432 10118055 11130468 51020170 8181611 11229604 10360432 10118055 11130468 51020170 51020170 6422 5281 4013 5397 6061 27174 11751 3616 7334 3449 46375 72525 51119869 3666406 0.99800 0.99830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2010 AMOUNT: $ 11,751. 2011 AMOUNT: $ 3,616. 2012 AMOUNT: $ 7,334. 2013 AMOUNT: $ 3,449. 2014 AMOUNT: $ 46,375. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 1 2185 0 1 21655 1 11660 0 35500 0 PART II-B, LINE 1: PAID STAFF ENGAGED IN EDUCATION OF WASHINGTON, DC CAPITOL HILL ACTIVITIES STAFF ON HOW CURRENT AND PENDING LEGISLATION MAY AFFECT FUNDING FOR HIV AIDS PROGRAMS IN ALL STATES AND TERRITORIES. 1100000 100000 1200000 1050000 50000 1100000 1000000 50000 1050000 950000 50000 1000000 900000 50000 950000 1.00000 0 0 31426 16156 15270 34088 23312 10776 28255 23728 4527 30573 CAPITAL LEASE OBLIGATION 15696 DEFERRED RENT 158693 DEFERRED COMPENSATION PLAN 69024 243413 X 11988439 0 11988439 0 11988439 11948512 0 11948512 0 11948512 PART V, LINE 4: THE EXECUTIVE COMMITTEE OF NASTAD HAS DESIGNATED $1,200,000 OF NASTAD'S UNRESTRICTED NET ASSETS TO BE FINANCIAL RESERVES OF NASTAD AT SEPTEMBER 30, 2015. PART X, LINE 2: NASTAD IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, NASTAD QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. NASTAD DID NOT HAVE ANY NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED SEPTEMBER 30, 2015. MANAGEMENT EVALUATED NASTAD'S TAX POSITIONS AND CONCLUDED THAT NASTAD HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. GENERALLY, NASTAD IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2012. 0 CENTRAL AMERICA AND THE CARIBBEAN 1 29 PROGRAM SERVICE HIV CAPACITY BUILDING 2090332 SOUTH AMERICA 0 0 PROGRAM SERVICE HIV CAPACITY BUILDING 52853 SUB-SAHARAN AFRICA 4 49 PROGRAM SERVICE HIV CAPACITY BUILDING 2536713 5 78 0 0 5 78 4679898 0 4679898 0 0 0 0 0 0 1 DENVER HEALTH AND HOSPITAL AUTHORITY POBOX 17093 DENVER CO 802170093 841343242 GOVERMENTAL ENTITY 49098 TO ACHIEVE KEY DELIVERABLES AND TO EXPAND THE ORGANIZATION'S ABILITY TO IMPLEMENT A NATIONAL PROGRAM. NATIONAL COALITION OF STD DIRECTORS 1029 VERMONT AVENUE NW SUITE 500 WASHINGTON DC 20005 522065422 501(C)(3) 35367 TO ACHIEVE KEY DELIVERABLES AND TO EXPAND THE ORGANIZATION'S ABILITY TO IMPLEMENT A NATIONAL PROGRAM. HIV MEDICINE ASSOCIATION 1300 WILSON BLVD SUITE 300 ARLINGTON VA 22209 237045686 501(C)(6) 99097 TO ACHIEVE KEY DELIVERABLES AND TO EXPAND THE ORGANIZATION'S ABILITY TO IMPLEMENT A NATIONAL PROGRAM. URBAN COALITION FOR HIVAIDS PREVENTION SERVICES 300 NEW JERSEY AVE NW 900 WASHINGTON DC 20001 272560783 501(C)(3) 117646 TO ACHIEVE KEY DELIVERABLES AND TO EXPAND THE ORGANIZATION'S ABILITY TO IMPLEMENT A NATIONAL PROGRAM. IMPACT MARKETING & COMMUNICATIONS INC 1100 H STREET NW SUITE 1010 WASHINGTON DC 20005 161694206 106041 TO COLLABORATE WITH NASTAD IS ON KEY COMMUNICATIONS AND MARKETING DELIVERABLES FOR PROVIDER ENGAGEMENT TO SUPPORT THE DEVELOPMENT OF THE CENTER FOR ENGAGING BLACK MSM ACROSS THE CARE CONTINUUM. AMERICAN ACADEMY OF HIV MEDICINE INC 1705 DESALES STREET NO 700 WASHINGTON DC 20036 202721201 501(C)(6) 7566 TO ACHIEVE KEY DELIVERABLES AND TO EXPAND THE ORGANIZATION'S ABILITY TO IMPLEMENT A NATIONAL PROGRAM. ASSOCIATION OF NURSES IN AIDS CARE 6314 N 14TH STREET PHOENIX AZ 85014 453707808 501(C)(3) 32063 TO ACHIEVE KEY DELIVERABLES AND TO EXPAND THE ORGANIZATION'S ABILITY TO IMPLEMENT A NATIONAL PROGRAM. ICF MACRO INC 530 GAITHER ROAD SUITE 500 ROCKVILLE MD 20850 520955232 43271 TO CREATE A GUIDE FOR PROGRAM MANAGERS (HEREINAFTER REFERRED TO AS THE IMPLEMENTATION GUIDE) TO SUPPORT PLANNING, IMPLEMENTATION, AND EVALUATION OF HIV TESTING AND LINKAGE SERVICES IN NON-CLINICAL SETTINGS. 4 4 PART I, LINE 2: NASTAD ENSURES THE GRANT FUNDS ARE BEING USED FOR AUTHORIZED PURPOSES AND AS STIPULATED BY THE GRANT AGREEMENT/CONTRACT AND OR AS REQUIRED BY APPLICABLE REGULATIONS. THE MONITORING ACTIVITIES OCCUR THROUGHOUT THE LIFE OF THE GRANT. NASTAD REVIEWS DETAILED INVOICES SUBMITTED BY THE SUB RECIPIENT, VALIDATES AND CONFIRMS THAT CHARGES ARE ALIGNED WITH AGREEMENT/CONTRACT, AND MAINTAIN REGULAR CONTACT WITH THE GRANTEE AND INQUIRE ABOUT PROGRAM ACTIVITIES AND OTHER RELATED MATTERS AS NECESSARY. IN ADDITION NASTAD MADE SURE THAT INVOICES PASS THROUGH THE APPROPRIATE APPROVAL PROCESS INVOLVING BOTH PROGRAM AND FINANCE AND ACCOUNTING STAFFS BEFORE MAKING ANY PAYMENTS. X X 0 0 0 0 0 0 0 0 0 JULIE SCOFIELD EXECUTIVE DIRECTOR UNTIL 03/2015 211606 0 0 0 981 0 28678 0 13056 0 254321 0 0 0 MURRAY PENNER DEPUTY EX DIR/EXE. DIR FROM 04/2015 152276 0 0 0 524 0 9416 0 19748 0 181964 0 0 0 LUCY SLATER GLOBAL DIRECTOR 129053 0 0 0 589 0 7869 0 15425 0 152936 0 0 0 TERRANCE MOORE POLICY & HEALTH EQUITY DIRECTOR 117633 0 0 0 193 0 6919 0 28705 0 153450 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ACTIVE MEMBERSHIP IS LIMITED TO ONE INDIVIDUAL PER STATE OR TERRITORY DESIGNATED BY THE GOVERNMENT OF THAT STATE OR TERRITORY WHO IS CURRENTLY ACTIVELY ENGAGED IN DIRECTING THE AIDS PREVENTION AND CONTINUUM OF CARE PROGRAM EFFORT FOR THAT GOVERNMENT. IN THE EVENT THAT TWO INDIVIDUALS SHARE THIS RESPONSIBILITY ONLY ONE WILL BE AFFORDED VOTING PRIVILEGES, THE OTHER WILL BE DESIGNATED A NON-VOTING MEMBER. FORM 990, PART VI, SECTION A, LINE 7A ALL VOTING MEMBERS HAVE EQUAL VOTING PRIVILEGES TO ELECT OFFICERS AND MEMBERS OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B THE FULL MEMBERSHIP APPROVES MOTIONS FOR CHANGES TO THE BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11 IN PREPARING THE FORM 990, MANAGEMENT COLLECTS THE DATA AND INFORMATION, AND THE EXECUTIVE DIRECTOR REVIEWS AND SIGNS THE FORM PRIOR TO SUBMISSION. THE FULL EXECUTIVE COMMITTEE IS ALSO PROVIDED A COPY OF THE FORM 990 AND ACCOMPANYING SCHEDULES BY EMAIL PRIOR TO THE FINAL SUBMISSION. REVIEW COMMENTS BY THE EXECUTIVE COMMITTEE ARE NOT SPECIFICALLY SOLICITED, BUT ARE WELCOME SHOULD THERE BE ANY CONCERNS. THE FINAL VERSION OF THE FORM 990 FOLLOWING SUBMISSION IS AVAILABLE FOR THE FULL MEMBERSHIP UPON REQUEST, AND WILL ALSO BE AVAILABLE ON THE MEMBERS-ONLY PORTION OF THE NASTAD WEBSITE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS BASED ON AN ANNUAL PERFORMANCE REVIEW WITH THE CHAIR OF THE EXECUTIVE COMMITTEE. COMPENSATION IS ALSO COMPARED WITH DATA EXTRACTED FROM AN ANNUAL SALARY SURVEY FOR THE WASHINGTON, DC JOB MARKET. THE RECOMMENDATION AND FINAL APPROVAL OF COMPENSATION CHANGES ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 NASTAD MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND AS REASONABLE. COPIES ARE PROVIDED THROUGH THE MEDIA REQUESTED, WHETHER BY EMAIL, FAX, OR HARD COPY. FORM 990, PART IX, LINE 11G CONSULTANTS & TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 877,637. MANAGEMENT AND GENERAL EXPENSES 30,365. FUNDRAISING EXPENSES 20,100. TOTAL EXPENSES 928,102. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 201,081. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 151. TOTAL EXPENSES 201,232. WEBSITE SUPPORT: PROGRAM SERVICE EXPENSES 100,941. MANAGEMENT AND GENERAL EXPENSES 68,440. FUNDRAISING EXPENSES 311. TOTAL EXPENSES 169,692.