2014-08-14T01:58:39-05:00 2013-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2013-01-01 362007481 NATIONAL COOPERATIVE BUSINESS ASSOCIATION NATI 2026386222 1401 NEW YORK AVENUE NW NO 1100 WASHINGTON DC 20005 ANTHONY LACRETA CHIEF FINANCIAL OFFICER 2026386222 2014-08-14 1 CRAIG A STEVENS CPA P01289490 2023319880 2013 2015-11-30 17:44:51Z MICHAEL BEALL 1401 NEW YORK AVENUE NW NO 1100 WASHINGTON DC 20005 34220028 0 X WWW.NCBA.COOP X 1916 DC THE ASSOCIATION IS A PROFESSIONAL TRADE ASSOCIATION SERVING THE NEEDS OF ITS MEMBERS FOR DOMESTIC AND INTERNATIONAL COOPERATIVE DEVELOPMENT, GOVERNMENTAL RELATIONS, COMMUNICATIONS, AND EDUCATION. 26 26 98 0 415 0 31654150 32598987 1418991 1614129 42002 6912 243090 0 33358233 34220028 1836650 2697073 0 0 10602186 10471571 0 0 0 21817157 20718947 34255993 33887591 -897760 332437 28817269 23433561 12809654 6890860 16007615 16542701 X THE ASSOCIATION IS A PROFESSIONAL TRADE ASSOCIATION SERVING THE NEEDS OF ITS MEMBERS FOR DOMESTIC AND INTERNATIONAL COOPERATIVE DEVELOPMENT, GOVERNMENTAL RELATIONS, COMMUNICATIONS, AND EDUCATION. 0 0 NCBA ACTED AS A CATALYST TO BUILD AND SUSTAIN PARTNERSHIPS AMONG COOPERATIVES, ORGANIZATIONS, AND INSTITUTIONS WHO SHARE COOPERATIVE PRINCIPLES AND VALUES, AND WHO PROMOTE ECONOMIC AND HUMAN DEVELOPMENT IN THE UNITED STATES AND OVERSEAS. COOPERATIVE EDUCATION - NCBA ORGANIZED, PRESENTED, AND SPONSORED EDUCATION SEMINARS AND CONFERENCES FOR MEMBER ORGANIZATIONS TO IMPROVE THE MANAGEMENT AND LEADERSHIP CAPABILITIES WITHIN THE COOPERATIVE SECTOR. DOT.COOP - NCBA SPONSORED THE INTERNET TOP LEVEL DOMAIN (TLD), ".COOP", A TLD DESIGNED FOR THE EXCLUSIVE USE BY COOPERATIVES WORLDWIDE. DOT.COOP HELPED NCBA MEET ITS MISSION OF ADVANCING COOPERATIVE ENTERPRISE BY DISTINGUISHING COOPERATIVES FROM OTHER TYPES OF ORGANIZATIONS AND BUSINESSES THAT USE TLDS SUCH AS .ORG, .COM, .NET, .GOV, AND .EDU.DOT.COOP AIDED NCBA'S MISSION TO INCREASE THE PUBLIC'S UNDERSTANDING OF THE COOPERATIVE SECTOR AND TO IDENTIFY COOPERATIVES AS A DISTINCT, STRONG SECTOR OF THE ECONOMY. COMMUNICATION - NCBA DISSEMINATED INFORMATION ABOUT COOPERATIVES TO THE GENERAL PUBLIC THROUGH THE MEDIA, PUBLICATIONS, BOOKS, AND ITS WEBSITE. 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 X 34 0 1 98 1 0 1 TT ID UG KE NG MZ SG UV ZA HA WA 0 0 1 1 0 X 26 26 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ANTHONY LACRETA 2023835483 1401 NEW YORK AVE NW SUITE 1100 WASHINGTON DC 20005 ANDREW JACOB 1ST VICE CHAIR 2.00 X X 0 0 0 WILLIAM J NELSON 2ND VICE CHAIR 2.00 X X 0 0 0 JERRY MCGEORGE CHAIR 2.00 X X 0 0 0 KURT ELY SECRETARY 2.00 X X 0 0 0 ERBIN CROWELL TREASURER 2.00 X X 0 0 0 JOSEPH G BERGERON BOARD MEMBER 2.00 X 0 0 0 CORNELIUS BLANDING BOARD MEMBER 2.00 X 0 0 0 MARY ANN ROTHMAN BOARD MEMBER 2.00 X 0 0 0 DAVE SWANSON BOARD MEMBER 2.00 X 0 0 0 CHARLES E SNYDER BOARD MEMBER 2.00 X 0 0 0 ESTEBAN KELLY BOARD MEMBER 2.00 X 0 0 0 WILSON H BEEBE JR BOARD MEMBER 2.00 X 0 0 0 ROSEMARY MAHONEY BOARD MEMBER 2.00 X 0 0 0 BRITTANY JABLONSKY BOARD MEMBER 2.00 X 0 0 0 RALPH PAIGE BOARD MEMBER 2.00 X 0 0 0 MICHELLE SCHRY BOARD MEMBER 2.00 X 0 0 0 ANN HOYT BOARD MEMBER 2.00 X 0 0 0 LANCE RANTALA BOARD MEMBER 2.00 X 0 0 0 DEBORAH TROCHA BOARD MEMBER 2.00 X 0 0 0 STEVE BROOKNER BOARD MEMBER 2.00 X 0 0 0 HOWARD BRODSKY BOARD MEMBER 2.00 X 0 0 0 STEVE KETTLER BOARD MEMBER 2.00 X 0 0 0 MARTIN LOWERY BOARD MEMBER 2.00 X 0 0 0 CHRISTOPHER ROE BOARD MEMBER 2.00 X 0 0 0 BILL CHENEY BOARD MEMBER 2.00 X 0 0 0 TERRY SIMONETTE BOARD MEMBER 2.00 X 0 0 0 MICHAEL BEALL PRESIDENT AND CHIEF EXECUTIVE OFFICER 40.00 X 306712 0 5467 ELIZABETH BAILEY CHIEF OPERATING OFFICER 40.00 X 201422 0 9743 ANTHONY LA CRETA CHIEF FINANCIAL OFFICER 40.00 X 208091 0 9674 PATRICIA STERNER CHIEF OPERATING OFFICER 40.00 X 161006 0 12748 AMY COUGHENOUR CHIEF OPERATING OFFICER, CLUSA 40.00 X 182690 0 19854 SAMUEL FILIACI REGIONAL DIRECTOR, SOUTHEAST ASIA 40.00 X 289284 0 12977 GRETCHEN VILLEGAS CHIEF OF PARTY, UGANDA 40.00 X 265157 0 9263 THOMAS GARDINER CHIEF OF PARTY, NIGER 40.00 X 211272 0 9931 JOHN DEEDS VICE PRESIDENT, FINANCE AND ACCOUNTING 40.00 X 145342 0 10560 MANUEL SERRANO VICE PRESIDENT, BUSINESS AND PROGRAM DEVELOPMENT 40.00 X 144076 0 12657 2115052 0 112874 19 0 1 0 AMERICAN TECHNOLOGY SERVICES 2751 PROSPERITY AVE 6TH FLOOR FAIRFAX VA 22031 IT SUPPORT 267358 PROFESSIONALS FOR NONPROFITS 515 MADISON AVENUE SUITE 1100 NEW YORK NY 10022 STAFFING 171226 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVE SUITE 1200W BETHESDA MD 20814 CPA SERVICE 145726 3 28062489 4536498 32598987 MEMBERSHIP DUES 900099 717114 717114 REGISTRATION FEES 900099 526766 526766 SERVICE REVENUE FEES 900099 340956 340956 OTHER PROGRAM REVENUE 900099 28878 28878 PUBLICATIONS 541800 415 415 1614129 6912 6912 34220028 1613714 415 6912 2697073 1117407 7756493 209884 1007031 380756 44352 128833 67703 2133280 571 982301 444820 1245463 1935937 973222 34484 165196 143306 IN-COUNTRY TRAINING 6017121 LOAN FUNDS 2724379 SUBAWARDS 1882974 VEHICLES AND EQUIPMENT 1339974 455031 33887591 15230576 6923084 3292458 1578010 481419 2187629 906271 7258753 9360229 546733 469964 2086277 1288426 897896 797851 1117672 1202285 28817269 23433561 2548779 2189121 608541 556131 850000 850000 8802334 3295608 12809654 6890860 X 948910 1287024 15058705 15255677 16007615 16542701 28817269 23433561 332437 202649 0 X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 1106237 471689 634548 750184 707851 42333 229856 108886 120970 797851 EQUITY INVESTMENT IN CBI 1126680 C INVESTMENTS IN COOPERATIVES 75605 C 1202285 REFUNDABLE ADVANCES 2792001 DEFERRED RENT 503607 3295608 X 34422677 202649 202649 34220028 0 34220028 33887591 0 33887591 0 33887591 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY NCBA AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN ANY UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY NCBA, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHICH WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 SUB-SAHARAN AFRICA 21 419 AGRICULTURAL DEVELOPMENT AND COOPERATIVE DEVELOPMENT. IMPROVE FARMER PRODUCTIVITY, ADULT LITERACY, COOPERATIVE MANAGEMENT. 26126282 EAST ASIA AND THE PACIFIC 11 250 AGRICULTURAL DEVELOPMENT AND COOPERATIVE DEVELOPMENT. AGRICULTURAL LENDING, CROP EXPORTS AND MARKETING AGRICULTURAL PRODUCTS. 3550101 CENTRAL AMERICA AND CARIBBEAN 0 0 AGRICULTURAL DEVELOPMENT AND COOPERATIVE DEVELOPMENT IMPROVE FARMER PRODUCTIVITY, ADULT LITERACY AND COOPERATIVE MANAGEMENT 242918 32 669 0 0 32 669 29919301 0 29919301 AFRICA - NIGER ORGANIZATIONAL DEVELOPMENT 230824 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - NIGER ORGANIZATIONAL DEVELOPMENT 97200 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - NIGER ORGANIZATIONAL DEVELOPMENT 36575 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 65861 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 15824 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 7287 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 9352 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 141213 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 14885 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 8563 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 9737 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 67292 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 8621 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 65578 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 7399 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 26712 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 5184 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 6377 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 67314 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 99943 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 6125 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 19372 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 22415 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATIONAL DEVELOPMENT 32160 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATION DEVELOPMENT 5314 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATION DEVELOPMENT 43451 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATION DEVELOPMENT 51012 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATION DEVELOPMENT 15283 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATION DEVELOPMENT 9109 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATION DEVELOPMENT 8996 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATION DEVELOPMENT 72874 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATION DEVELOPMENT 17935 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATION DEVELOPMENT 15486 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATION DEVELOPMENT 6002 CHECK AND ELECTRONIC FUND TRANSFER AFRICA - SENEGAL ORGANIZATION DEVELOPMENT 29909 CHECK AND ELECTRONIC FUND TRANSFER SOUTHEAST ASIA - TIMOR LESTE ORGANIZATION DEVELOPMENT 977631 CHECK AND ELECTRONIC FUND TRANSFER 36 0 0 0 0 0 0 PART I, LINE 2: NCBA HAS FIELD OFFICES IN EACH COUNTRY WHICH CONDUCT SITE VISITS TO GRANT RECIPIENTS; MEASUREMENT OF PROGRESS IN ACHIEVING GRANT OBJECTIVES THROUGH MILESTONES; REIMBURSEMENT OF COSTS BASED ON SUBMISSION OF FISCAL REPORTS WITH SUPPORTING DOCUMENTATION (RECEIPTS, TIMESHEETS, ETC.) X 1 1 X X X X X X 0 0 0 MICHAEL BEALL PRESIDENT AND CHIEF EXECUTIVE OFFICE 306712 0 0 0 0 0 2092 0 3375 0 312179 0 0 0 ELIZABETH BAILEY CHIEF OPERATING OFFICER 201422 0 0 0 0 0 0 0 9743 0 211165 0 0 0 ANTHONY LA CRETA CHIEF FINANCIAL OFFICER 208091 0 0 0 0 0 7385 0 2289 0 217765 0 0 0 PATRICIA STERNER CHIEF OPERATING OFFICER 161006 0 0 0 0 0 5077 0 7671 0 173754 0 0 0 AMY COUGHENOUR CHIEF OPERATING OFFICER, CLUSA 182690 0 0 0 0 0 9323 0 10531 0 202544 0 0 0 SAMUEL FILIACI REGIONAL DIRECTOR, SOUTHEAST ASIA 223059 0 0 0 66225 0 8359 0 4618 0 302261 0 0 0 GRETCHEN VILLEGAS CHIEF OF PARTY, UGANDA 162615 0 0 0 102542 0 4645 0 4618 0 274420 0 0 0 THOMAS GARDINER CHIEF OF PARTY, NIGER 157348 0 0 0 53924 0 5313 0 4618 0 221203 0 0 0 JOHN DEEDS VICE PRESIDENT, FINANCE AND ACCOUNTI 145342 0 0 0 0 0 5769 0 4791 0 155902 0 0 0 MANUEL SERRANO VICE PRESIDENT, BUSINESS AND PROGRAM 144076 0 0 0 0 0 7226 0 5431 0 156733 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE IS INCLUDED IN TAXABLE WAGES. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING DIRECTORS HAVE A BUSINESS RELATIONSHIP: ROSEMARY MAHONEY AND WILSON BEEBE ROSEMARY MAHONEY AND CHARLES E. SNYDER FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION OFFERS THREE TYPES OF MEMBERSHIP: INDIVIDUAL, ORGANIZATIONAL AND ASSOCIATE. MEMBERS HAVE THE RIGHT TO PROVIDE A REPRESENTATIVE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THERE IS AN ANNUAL ELECTION BY THE MEMBERS FOR THE OFFICERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE CEO, CFO, AND VP OF FINANCE AND ACCOUNTING REVIEW THE 990. FORM 990, PART VI, SECTION B, LINE 12C WHEN NEW MEMBERS ARE BROUGHT ON THE BOARD OF DIRECTORS, AND DURING THE ANNUAL MEETING, THE CONFLICT OF INTEREST POLICY AND STATEMENT IS EXPLAINED AND DISTRIBUTED TO THE BOARD OF DIRECTORS FOR THEIR SIGNATURE. THE BOARD MEMBERS ARE REQUIRED TO REPORT ANY INCIDENCE OF A CONFLICT OF INTEREST AS THEY OCCUR. THE SENIOR MANAGEMENT TEAM IS REQUIRED TO SIGN THE CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS AND REPORT ANY INCIDENCE OF A CONFLICT OF INTEREST AND REPORT ANY INCIDENCE OF A CONFLICT OF INTEREST AS IT OCCURS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S SALARY IS SET BY A BOARD OF DIRECTORS COMMITTEE, ON THE BASIS OF HIS/HER ANNUAL PERFORMANCE REVIEW, AND A COMPARISON OF CURRENT SALARIES FOR SIMILAR POSITIONS WITHIN THE WASHINGTON DC METROPOLITAN AREA. FOR THE CEO AS WELL AS ALL OTHER EMPLOYEES, THE SERVICES OF A CONSULTANT ARE RETAINED TO COMPARE OUR ORGANIZATION'S SALARY STRUCTURE TO THAT OF SIMILAR ORGANIZATIONS. THE CONSULTANT PROVIDES A SALARY RANGE FOR EACH POSITION ON THE BASIS OF CURRENT STATISTICAL DATA FROM SIMILAR ORGANIZATIONS. THE EMPLOYEE'S SALARY IS DETERMINED USING THIS INFORMATION. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST, THE ORGANIZATION MAKES ITS FORM 1024, 990, AND 990-T AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. DOTCOOPERATION LLC 1401 NEW YORK AVE NW STE 1100 WASHINGTON DC 20005 522325196 ADMINISTERING .COOP DOMAIN NAMES DC 439988 488986 NATIONAL COOPERATIVE BUSINESS ASSOCIATION COOPERATIVE DEVELOPMENT FOUNDATION 1401 NEW YORK AVENUE NW WASHINGTON DC 20005 237044533 FUNDRAISING-A CHARITABLE FAMILY OF FUNDS THAT ADVANCES ECONOMIC DEVELOPMENT IL 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0