2012-09-24T13:17:56-05:00 2011-12-31 521186096 RUBINO & MCGEEHIN CHARTERED 6903 ROCKLEDGE DRIVE SUITE 1200 BETHESDA MD 20817 990 2011-01-01 261909449 NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING INC NATI 7038362222 1050 N HIGHLAND STREET NO 400 ARLINGTON VA 22201 JOYCE E SMITH 7038362222 2012-09-19 1 JENNY E HERRERA CPA P00252755 3015643636 2011 2016-02-24 21:20:13Z JOYCE E SMITH 1050 N HIGHLAND STREET NO 400 ARLINGTON VA 22201 14464927 0 X WWW.NACACNET.ORG X 2007 DE TO SUPPORT AND ADVANCE THE WORK OF COUNSELING AND ENROLLMENT PROFESSIONALS AS THEY HELP ALL STUDENTS REALIZE THEIR FULL EDUCATIONAL POTENTIAL, WITH PARTICULAR EMPHASIS ON THE TRANSITION TO POST-SECONDARY EDUCATION. 13 13 59 450 175388 0 444634 572236 10413975 12032354 226391 264176 0 0 11085000 12868766 46942 47844 0 0 3960224 4466599 0 0 245802 6123284 7507753 10130450 12022196 954550 846570 20179495 21119988 9727225 10114753 10452270 11005235 X TO SUPPORT AND ADVANCE THE WORK OF COUNSELING AND ENROLLMENT PROFESSIONALS AS THEY HELP ALL STUDENTS REALIZE THEIR FULL EDUCATIONAL POTENTIAL, WITH PARTICULAR EMPHASIS ON THE TRANSITION TO POST-SECONDARY EDUCATION. 0 0 6156077 7875173 NATIONAL COLLEGE FAIRS:NATIONAL COLLEGE FAIRS ARE HELD IN CITIES ACROSS THE UNITED STATES TO BRING STUDENTS IN DIRECT CONTACT WITH ADMISSION PROFESSIONALS FROM PARTICIPATING POST-SECONDARY INSTITUTIONS. NACAC WORKS WITH LOCAL COUNSELORS AT EACH EVENT TO ENSURE ATTENDANCE BY STUDENTS FROM ALL SOCIAL, ECONOMIC, AND ETHNIC BACKGROUNDS. 2744175 2196896 THE NATIONAL CONFERENCE AND EDUCATIONAL SEMINARS:THE NATIONAL CONFERENCE AND EDUCATIONAL SEMINARS PROVIDE A FORUM FOR COUNSELING AND ADMISSION PROFESSIONALS TO NETWORK, RECEIVE PROFESSIONAL TRAINING, AND EXCHANGE INFORMATION TO ENHANCE THEIR OWN PROFESSIONAL DEVELOPMENT AND ADVANCE THE COUNSELING AND ADMISSION PROFESSIONS. 792537 2289 PUBLIC POLICY AND RESEARCH:THE PUBLIC POLICY AND RESEARCH DEPARTMENT FOLLOWS LEGISLATIVE ACTION RELATED TO COLLEGE ADMISSIONS AND KEEPS MEMBERS INFORMED OF POLICY ISSUES RELATED TO THE PROFESSION. THE DEPARTMENT ALSO PRODUCES RESEARCH MATERIALS AND BRIEFS ON TOPICS OF INTEREST TO MEMBERS. 383786 1462098 MEMBERSHIP SERVICES 374216 210866 PUBLICATIONS 48431 47844 55024 GRANTS AND GRANTS ADMINISTRATION 40360 OTHER REVENUE 806433 47844 1768348 10499222 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 59 1 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 0 0 VA AL AZ CA CO CT FL GA IL KS KY ME MD MI MS MO NH NJ MA MN NM NY NC ND OH OK OR PA RI SC TN UT WA WV WI AK AR DE IN LA X JOAN B BURDETTE 7038362222 1050 N HIGHLAND ST STE 400 ARLINGTON VA 22201 JEFFREY FULLER 10.00 X 0 0 0 PHIL KIMREY 10.00 X 0 0 0 MIKE PELLY 10.00 X 0 0 0 DEBORAH SANTIAGO 10.00 X 0 0 0 STEVE SYVERSON 10.00 X 0 0 0 DAVID ALLEN 10.00 X 0 0 0 FRAN CUBBERLEY 10.00 X 0 0 0 JIM MILLER 10.00 X X 0 0 0 EVELYN BOYD WHITE 20.00 X X 0 0 0 JIM RAWLINS 10.00 X X 0 0 0 MICHAEL WILLIS 10.00 X 0 0 0 KIM CHAFFER SCHROEDER 10.00 X 0 0 0 PHYLLIS GILL 10.00 X 0 0 0 JIM JUMP 1.00 X 0 0 0 LYNN SLAUGHTER 1.00 X 0 0 0 DEBI HUDSON 1.00 X 0 0 0 KRIS GETTING ROACH 1.00 X 0 0 0 MICHAEL GOLDBERGER 1.00 X 0 0 0 JOYCE E SMITH 35.00 X 286639 0 34066 JOAN B BURDETTE 35.00 X 115187 0 10734 ANITA S BOLLT 35.00 X 208879 0 23972 BETHANY BLUE CHIRICO 35.00 X 113627 0 13778 GREGORY A FERGUSON 35.00 X 144461 0 21512 JOEY J BRENTZEL 35.00 X 117255 0 25692 SHANDA T IVORY 35.00 X 116285 0 22647 DAVID HAWKINS 35.00 X 119927 0 18983 1222260 0 171384 10 0 1 0 TECHNOLOGY RESOURCE CORP 29 EMMONS DRIVE STE F-10 PRINCETON NJ 08540 LEAD RETRIEVAL MANAGEMENT 534587 FREEMAN PO BOX 650036 DALLAS TX 752650036 CONVENTION DECORATOR 204364 SUSQUEHANNA TECHNOLOGIES DBA SUSQTECH PO BOX 825 WINCHESTER VA 22604 TECHNOLOGY SHAREPOINT SERVICES 203884 REBER-FRIEL COMPANY PO BOX 1202 OAKS PA 19456 CONVENTION CONTRACTOR 172041 4 15000 557236 572236 NATIONAL COLLEGE FAIRS 611710 7875173 7875173 NATIONAL CONFERENCE 611430 2196896 2196896 MEMBERSHIP REVENUE 900099 1462098 1462098 PROFESSIONAL EDUCATION 611430 244048 244048 PUBLICATIONS & SUBS 541800 210866 52256 158610 43273 12235 16778 14260 12032354 226793 226793 1633544 1596161 37383 37383 37383 12868766 11842706 175388 278436 47844 47844 639598 625051 14547 3040941 1476377 1441923 122641 252019 122355 119500 10164 262109 127254 124284 10571 271932 132023 128942 10967 43896 43896 39457 39457 86123 86123 33145 33145 162072 146506 15566 54529 54529 1303138 819891 462550 20697 280667 40240 240427 468271 468271 444782 145606 299176 4148752 4039678 109074 7514 7514 306292 306292 52867 23613 29254 DUES AND FEES 34605 34605 BAD DEBT 30128 30128 PROFESSIONAL DEVELOPMEN 11515 11515 OVERHEAD ALLOCATION 0 3288701 -3344916 56215 12022196 10499222 1277172 245802 1739356 905172 462324 366922 385966 445049 7576766 1083288 6527156 6493478 10907935 12759004 156758 150363 20179495 21119988 639343 760121 3885721 4285182 5134983 5001113 67178 68337 9727225 10114753 X 10205170 10771089 207963 193247 39137 40899 10452270 11005235 20179495 21119988 X 846570 -293605 X X 0 1 1 X 0 X 7892695 444634 572236 8909565 10125773 10242799 11842706 32211278 18018468 10687433 12414942 41120843 7268665 7268665 0 7268665 7268665 33852178 205360 217980 226793 650133 205360 217980 226793 650133 18223828 10905413 12641735 41770976 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31067 55056 86123 10413100 10499223 674961 168740 0 0 591664 586650 674961 1853275 2779913 96167 67100 86123 249390 147916 146663 168740 463319 694979 67679 27125 31067 125871 414396 1762 -10346 405812 375704 1660 37032 414396 303603 72101 375704 0.89920 0.10080 0.00000 0 0 5186886 310133 4876753 1214499 106062 1108437 840434 407566 432868 334947 259527 75420 6493478 CAPITAL LEASE OBLIGATION 68337 68337 12868766 12022196 846570 -293605 -293605 552965 12575161 -293605 -293605 12868766 0 12868766 12022196 0 12022196 0 12022196 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: LONG TERM FINANCIAL SUPPORT OF GENERAL OPERATIONS. 1 PROFESSIONAL DEVELOPMENT 24 21214 SPECIAL PROJECTS 12 11564 SCHOLARSHIPS 8 15066 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANT FUNDING IS DISBURSED ON A REIMBURSEMENT BASIS. PRIOR TO DISBURSEMENT OF FUNDS RECIPIENTS ARE REQUIRED TO FILE A REPORT ABOUT THE SUPPORTED ACTIVITY AND PROVIDE DOCUMENTATION OF EXPENDITURES. A COMMITTEE OF NACAC MEMBERS WHO ARE SERVING AS PRESIDENT-ELECT OF THEIR AFFILIATE ORGANIZATIONS REVIEW GRANT REQUESTS AND DECIDE GRANT AWARDS BY CONSENSUS AFTER HAVING DISCUSSED EACH APPLICATION. X X X X 0 0 0 0 0 0 0 1 0 JOYCE E SMITH 279139 0 7500 0 0 0 24500 0 9566 0 320705 0 0 0 ANITA S BOLLT 204879 0 4000 0 0 0 20828 0 3144 0 232851 0 0 0 GREGORY A FERGUSON 141761 0 2700 0 0 0 14731 0 6781 0 165973 0 0 0 PART I, LINE 7 THE CHIEF EXECUTIVE OFFICER'S BONUSES ARE DETERMINED AND APPROVED BY THE BOARD. ALL OTHER BONUSES ARE AT THE DISCRETION OF THE CHIEF EXECUTIVE OFFICER UPON BOARD APPROVAL OF THE BUDGET. INDUSTRIAL DEVELOPMENT AUTHORITY OF ARLINGTON COUNTY VIRGINIA 521305410 2008-02-28 5470000 FINANCE THE ACQUISITION AND CERTAIN IMPROVEMENTS OF AN OFFICE CONDOMINIUM 0 0 0 5470000 159878 5310122 2009 0 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 NACAC'S MEMBERS ARE INSTITUTIONS, ORGANIZATIONS, AND INDIVIDUALS DEDICATED TO SERVING STUDENTS AS THE STUDENTS EXPLORE OPTIONS AND MAKE CHOICES ABOUT POSTSECONDARY EDUCATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE EITHER VOTING MEMBERS OR NON-VOTING MEMBERS DEPENDENT UPON ELIGIBILITY CRITERIA AS SET FORTH IN THE NACAC BYLAWS. VOTING NACAC MEMBERS ELECT DELEGATES FROM WITHIN THEIR AFFILIATE ORGANIZATIONS TO THE NACAC ASSEMBLY. FORM 990, PART VI, SECTION A, LINE 7B ELECTION OF ASSOCIATION OFFICERS/DIRECTORS AND AMENDMENTS TO THE MANDATORY AND BEST PRACTICES SECTIONS OF THE STATEMENT OF PRINCIPLES OF GOOD PRACTICE MUST BE APPROVED BY THE NACAC ASSEMBLY. CHANGES TO THE BYLAWS MUST BE APPROVED BY THE GENERAL MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND THE CEO BEFORE FILING. IT IS ALSO USED AS AN ORIENTATION TRAINING TOOL FOR THE BOARD OF DIRECTORS AT ITS NOVEMBER/DECEMBER BOARD MEETING. IT IS REVIEWED IN DETAIL AT THIS MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, EXECUTIVES, DIRECTORS AND ALL EMPLOYEES REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A CEO COMPENSATION IS SET ANNUALLY BY THE BOARD'S EXECUTIVE COMMITTEE BASED ON CONTRACTUAL PARAMETERS. THE EXECUTIVE COMMITTEE OF THE BOARD (PRESIDENT, PRESIDENT-ELECT, PAST PRESIDENT, AND CHAIR OF EACH BOARD COMMITTEE) IS INVOLVED IN THE CONTRACT REVIEW, SETTING EXPECTATIONS, ESTABLISHING SALARY PARAMETERS FOR THE DURATION OF THE CONTRACT AND TIME LINE FOR THE COMPENSATION OF THE CEO. THE LEVEL OF COMPENSATION FOR THE CEO IS AIDED BY AT LEAST THREE INDEPENDENT SALARY SURVEYS OF NOT FOR PROFIT/EDUCATION MEMBERSHIP ASSOCIATIONS. THE CEO'S CONTRACT OUTLINES PARAMETERS FOR ANNUAL COMPENSATION, RAISES, OR BONUSES. HUMAN RESOURCES STAFF HANDLES SALARY PAYMENTS AND RECEIVES A COMMUNICATION FROM THE ASSOCIATION PRESIDENT OUTLINING SPECIFIC CHANGES ANNUALLY FOR THE CEO'S COMPENSATION. THE CEO REVIEWS AND APPROVES THE COMPENSATION FOR THE OTHER COMPENSATED OFFICERS AND KEY EMPLOYEES. ANNUAL SALARY REVIEWS ARE CONDUCTED THAT CONSIDER PERFORMANCE, INTERNAL AND EXTERNAL PARITY, AND BUDGET. COMPENSATION DECISIONS ARE DOCUMENTED IN AN ANNUAL PERFORMANCE REVIEW THAT INCLUDES A SECTION FOR DOCUMENTING PRESENT SALARY AND ANY CHANGES TO THAT SALARY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND AVAILABLE BY REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE IN THE ANNUAL REPORT AND BY REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -293,605. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE PRESIDENT, IMMEDIATE PAST PRESIDENT, PRESIDENT ELECT, PERFORMANCE COMMITTEE CHAIR, PLANNING COMMITTEE CHAIR, COORDINATOR OF THE AFFILIATES' PRESIDENTS COUNCIL, CEO (EX-OFFICIO); ALL OF WHOM ARE MEMBERS OF THE BOARD, AND MAY EXERCISE THE AUTHORITY OF THE BOARD IN BETWEEN BOARD MEETINGS. ALL ACTIONS BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED IN FULL TO THE BOARD OF DIRECTORS AS SOON AS PRACTICABLE.