2014-08-11T16:23:27-05:00 2013-09-30 420714325 MCGLADREY LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2012-10-01 911568650 NATIONAL ALLIANCE OF STATE AND TERRITORIAL AIDS DIRECTORS NATI 2024348090 444 NORTH CAPITOL STREET NW NO 339 WASHINGTON DC 200011512 JULIE SCOFIELD 2024348090 2014-08-11 1 WILLIAM E TURCO CPA P00369217 3012963600 2012 2015-11-30 17:44:51Z NASTAD JULIE SCOFIELD 444 NORTH CAPITOL STREET NW NO 339 WASHINGTON DC 200011512 11092009 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 18 40 18 0 0 11229604 10360432 709455 720230 6232 4013 3616 7334 11948907 11092009 424409 138020 0 0 4335790 5173317 0 0 107077 6557578 5737006 11317777 11048343 631130 43666 3451573 3758172 804144 1067077 2647429 2691095 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 6804442 109879 GLOBAL PROGRAM:NASTAD HAS A GLOBAL PROGRAM SUPPORTED BY THE CENTERS 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 INCREASES THE CAPACITY OF RESOURCE-CONSTRAINED COUNTRIES TO PLAN AND DELIVER HIV PREVENTION AND CARE ACTIVITIES BY WORKING WITH GOVERNMENT ENTITIES AND PARTNER ORGANIZATIONS. NASTAD PROVIDES INTERNATIONAL PEER-BASED TECHNICAL ASSISTANCE (TA), WORKSHOPS, AND TRAININGS TO ADDRESS THE NEEDS OF COUNTRIES AROUND THE WORLD. 986668 HIV PREVENTION AND SURVEILLANCE:THIS PROGRAM IS FUNDED LARGELY THROUGH A CDC COOPERATIVE AGREEMENT TO CONDUCT COMMUNICATION AND TA ACTIVITIES IN SUPPORT OF STATE AND LOCAL HIV PREVENTION PROGRAMS. NASTAD'S WORK ALSO INCLUDES 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. 431034 184698 POLICY AND LEGISLATIVE AFFAIRS:THIS PROGRAM TRANSLATES STATE CONCERNS REGARDING HIV/AIDS AND VIRAL HEPATITIS CARE, TREATMENT, AND PREVENTION PROGRAMS INTO SOUND FEDERAL POLICY. STAFF MEMBERS DEVELOP STRATEGIES TO INCREASE AND AFFECT THE DIRECTION OF FUNDING FOR STATE PUBLIC HEALTH PROGRAMS RELATED TO ACCESS TO PREVENTION AND CARE PROGRAMS FOR PERSONS AT RISK FOR AND INFECTED WITH HIV AND VIRAL HEPATITIS. NASTAD ALSO PLAYS A KEY ROLE IN SHAPING POLICY THROUGH ITS LEADERSHIP IN NUMEROUS FEDERAL COALITIONS. THIS POLICY WORK INCLUDES A SPECIFIC FOCUS ON AFFORDABLE CARE ACT IMPLEMENTATION POLICIES WORKING PRIMARILY THROUGH THE FEDERAL COALITIONS. 422115 283213 AIDS DRUG ASSISTANCE PROGRAMS (ADAP) 395943 HEALTH CARE ACCESS 230136 28141 OTHER GRANTS 194528 164026 VIRAL HEPATITIS 103416 88293 ANNUAL MEETING 1346138 28141 535532 9568282 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 1 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 32 0 1 40 1 0 1 BC ET SF ZA HA TD 0 0 0 0 0 0 0 0 X 20 18 0 0 0 0 1 1 1 1 1 0 0 1 1 0 0 1 1 1 0 0 DC ME MN NY TX X JULIE SCOFIELD EXECUTIVE DIRECTOR 2024348090 444 NORTH CAPITOL STREET NW NO 339 WASHINGTON DC 200011512 DAWN FUKUDA 1.00 X X 0 0 0 MILDRED WILLIAMSON 1.00 X X 0 0 0 MARIA COUROGEN 1.00 X X 1050 0 0 JAMES MARKIEWICZ 1.00 X X 0 0 0 RANDY MAYER 1.00 X 0 0 0 SUSAN JONES 1.00 X 0 0 0 RALPH WILMOTH 1.00 X 0 0 0 KAREN MARK 1.00 X 0 0 0 CHRISTIAN ANDRESEN 1.00 X 0 0 0 SHERRY RILEY 1.00 X 0 0 0 WILLIAM LYONS 1.00 X 0 0 0 PETER WHITICAR 1.00 X 4580 0 0 AIMEE SHIPMAN 1.00 X 0 0 0 DEANN GRUBER 1.00 X 0 0 0 LAURIE KOPS 1.00 X 0 0 0 ANDREW GANS 1.00 X 0 0 0 JACQUELYN CLYMORE 1.00 X 0 0 0 JAN FOX 1.00 X 0 0 0 ANN ROBBINS 1.00 X 0 0 0 JIM VERGERONT 1.00 X 0 0 0 JULIE SCOFIELD 40.00 X 194789 0 42840 ERIC BOOTH 40.00 X 113782 0 11995 MURRAY PENNER 40.00 X 155235 0 31026 LUCY SLATER 40.00 X 122360 0 21338 KELLY CAMPAGNE 40.00 X 112006 0 23133 TERRANCE MOORE 40.00 X 113270 0 19654 817072 0 149986 6 0 1 0 0 9151586 1208846 10360432 MEMBERSHIP DUES 900099 683900 683900 REGISTRATION FEES 900099 36330 36330 720230 4013 4013 OTHER REVENUE 900099 7334 7334 7334 11092009 720230 0 11347 X 28141 28141 109879 109879 541561 460667 74818 6076 3676590 3129281 506102 41207 168881 143133 23841 1907 553626 469219 78155 6252 232659 197187 32845 2627 16296 15786 510 118110 77584 40526 1402776 1361372 6166 35238 830411 703746 125353 1312 46937 29973 16650 314 590864 213526 377338 1959029 1941478 6167 11384 573945 537864 35321 760 7235 7235 37016 17390 19626 OTHER EXPENSES 80960 77486 3474 STAFF DEVELOPMENT 31945 19265 12680 DUES & SUBSCRIPTIONS 20779 18385 2394 FEES 20703 16920 3783 11048343 9568282 1372984 107077 1399227 1230327 1175541 1561633 328056 414993 150596 137303 69157 53944 22448 15213 375705 398703 3451573 3758172 641752 716824 159800 162392 190453 804144 1067077 X 2038794 2151554 608635 539541 2647429 2691095 3451573 3758172 43666 0 X 0 1 X 1 1 1 X 7030659 6446658 8181611 11229604 10360432 43248964 7030659 6446658 8181611 11229604 10360432 43248964 43248964 27660 14595 6422 5281 4013 57971 10925 14896 11751 3616 7334 48522 43355457 3310060 0.99750 0.99570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 1 1369 0 1 22747 1 2321 1 26437 0 EXPLANATION OF LOBBYING ACTIVITIES: 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. THE AMOUNT PAID TO STAFF FOR THESE ACTIVITIES WAS $22,747. 1000000 50000 1050000 950000 50000 1000000 900000 50000 950000 850000 50000 900000 800000 50000 850000 1.00000 0 0 9597 10916 -1319 35639 28700 6939 23921 14328 9593 15213 DEPOSITS 45484 FOREIGN FIELD OFFICE ADVANCES 294260 DEFERRED COMPENSATION PLAN 58959 398703 CAPITAL LEASE OBLIGATION 12555 DEFERRED RENT 118939 DEFERRED COMPENSATION PLAN 58959 190453 X 11092009 0 11092009 0 11092009 11048343 0 11048343 0 11048343 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE EXECUTIVE COMMITTEE OF NASTAD HAS DESIGNATED $1,050,000 OF NASTAD'S UNRESTRICTED NET ASSETS TO BE FINANCIAL RESERVES OF NASTAD AT SEPTEMBER 30, 2013. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013. NASTAD FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, NASTAD MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED NASTAD'S TAX POSITIONS AND CONCLUDED THAT NASTAD HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, NASTAD IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. 1 CENTRAL AMERICA AND THE CARIBBEAN 1 14 PROGRAM SERVICE HIV CAPACITY BUILDING 1536234 SUB-SAHARAN AFRICA 4 34 PROGRAM SERVICE HIV CAPACITY BUILDING 5587464 SUB-SAHARAN AFRICA 0 0 GRANTS 109879 5 48 0 0 5 48 7233577 0 7233577 SUB-SAHARAN AFRICA STRENGTHEN HIV PROGRAMS 12567 WIRE PAYMENT SUB-SAHARAN AFRICA STRENGTHEN HIV PROGRAMS 9560 WIRE PAYMENT SUB-SAHARAN AFRICA STRENGTHEN HIV PROGRAMS 14349 WIRE PAYMENT SUB-SAHARAN AFRICA STRENGTHEN HIV PROGRAMS 6498 WIRE PAYMENT SUB-SAHARAN AFRICA STRENGTHEN HIV PROGRAMS 27530 WIRE PAYMENT SUB-SAHARAN AFRICA STRENGTHEN HIV PROGRAMS 9776 WIRE PAYMENT SUB-SAHARAN AFRICA STRENGTHEN HIV PROGRAMS 10767 WIRE PAYMENT SUB-SAHARAN AFRICA STRENGTHEN HIV PROGRAMS 10742 WIRE PAYMENT SUB-SAHARAN AFRICA STRENGTHEN HIV PROGRAMS 8090 WIRE PAYMENT 9 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: 1EACH INTERNATIONAL OFFICE HAS A FINANCE OR ACCOUNTING MANAGER WHO SUBMITS DETAILED M9ONTHLY REPORTS TO HQ RANGING FROM BANK STATEMENTS AND RECONCILIATIONS, TO A DETAILED GE9NERAL LEDGER. SUPPORTING DOCUMENTS AND RECEIPTS ARE ALSO SUBMITTED. FOR FUNDS GRANTED TO OTHER ORGANIZATIONS, THE INTERNATIONAL FINANCE OR ACCOUNTING MANAGER PERFORMS AN ON-SITE REVIEW OF THE RECIPIENT ORGANIZATION'S RECORDS AND ACCOUNTING SYSTEMS TO VERIFY THE ACCURACY OF REPORTS. 1 X X 0 0 0 0 0 0 0 0 0 JULIE SCOFIELD 194265 0 0 0 524 0 27722 0 15118 0 237629 0 0 0 MURRAY PENNER 154711 0 0 0 524 0 8982 0 22044 0 186261 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. OTHER FEES FORM 990, PART IX, LINE 11G CONSULTANTS & TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 753,917. MANAGEMENT AND GENERAL EXPENSES 6,166. FUNDRAISING EXPENSES 1,938. TOTAL EXPENSES 762,021. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 607,455. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 33,300. TOTAL EXPENSES 640,755.