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← NATIONAL ASSOCIATION OF MEDICAID DIRECTORS

Form 990 for tax year 2023

Filed by NATIONAL ASSOCIATION OF MEDICAID DIRECTORS.

Totals

Total revenue
$5,042,366
Total expenses
$4,562,397
Contributions and grants received
$257,890
Grants paid
$0
Program service revenue
$4,649,642
Investment income
$128,789
Other revenue
$6,045
Total assets, end of year
$6,933,692
Total liabilities, end of year
$2,702,538
Net assets or fund balances, end of year
$4,231,154
Program services expenses (Part IX)
$3,912,239
Management and general expenses
$650,158
Fundraising expenses
$0
Program service expenses (Part III)
$3,912,239

Program services were 85.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $257,890

  • 2a · Program service revenue: Conferences and meetings

    total $3,447,878 · related or exempt $3,447,878

  • 2b · Program service revenue: Member dues

    total $712,629 · related or exempt $712,629

  • 2c · Program service revenue: Contract revenue

    total $487,935 · related or exempt $487,935

  • 2d · Program service revenue: Speaker fees

    total $1,200 · related or exempt $1,200

  • 3 · Investment income

    total $180,859 · excluded $180,859

  • 7a · Gross sales of assets other than inventory

    securities $656,416

  • 7b · Less cost or other basis and sales expenses

    securities $708,486

  • 7c · Gain or loss

    securities -$52,070

  • 7d · Net gain or loss

    total -$52,070 · excluded -$52,070

  • 11a · Other revenue: CC Cash Back Rewards

    total $6,045 · related or exempt $6,045

  • 11e · Other revenue, total

    $6,045

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $603,257 · program services $531,546 · management and general $71,711

  • 7 · Other salaries and wages

    total $1,060,546 · program services $940,433 · management and general $120,113

  • 8 · Pension plan contributions

    total $80,560 · program services $76,382 · management and general $4,178

  • 9 · Other employee benefits

    total $120,124 · program services $113,893 · management and general $6,231

  • 10 · Payroll taxes

    total $121,910 · program services $115,587 · management and general $6,323

  • 11b · Fees: legal

    total $1,309 · management and general $1,309

  • 11c · Fees: accounting

    total $127,468 · management and general $127,468

  • 11f · Fees: investment management

    total $15,958 · management and general $15,958

  • 11g · Fees: other

    total $420,931 · program services $253,249 · management and general $167,682

  • 13 · Office expenses

    total $83,745 · program services $79,406 · management and general $4,339

  • 16 · Occupancy

    total $210,595 · program services $199,672 · management and general $10,923

  • 17 · Travel

    total $306,793 · program services $300,572 · management and general $6,221

  • 19 · Conferences, conventions and meetings

    total $1,348,413 · program services $1,301,499 · management and general $46,914

  • 22 · Depreciation, depletion and amortization

    total $17,360 · management and general $17,360

  • 23 · Insurance

    total $9,138 · management and general $9,138

  • 24a · Other expenses: Staff development

    total $29,250 · management and general $29,250

  • 24b · Other expenses: Professional dues

    total $5,040 · management and general $5,040

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,353,564 · end of year $647,240

  • 2 · Savings and temporary cash investments

    beginning of year $61,541 · end of year $1,045,017

  • 3 · Pledges and grants receivable

    beginning of year $10,000 · end of year $10,391

  • 9 · Prepaid expenses and deferred charges

    beginning of year $93,975 · end of year $105,007

  • 10a · Land, buildings and equipment: cost or other basis

    $114,606

  • 10b · Land, buildings and equipment: accumulated depreciation

    $89,375

  • 10c · Land, buildings and equipment, net

    beginning of year $35,208 · end of year $25,231

  • 11 · Investments: publicly traded securities

    beginning of year $3,447,647 · end of year $3,849,132

  • 15 · Other assets

    beginning of year $1,413,039 · end of year $1,251,674

  • 17 · Accounts payable and accrued expenses

    beginning of year $407,359 · end of year $324,124

  • 19 · Deferred revenue

    beginning of year $960,219 · end of year $980,295

  • 25 · Other liabilities

    beginning of year $1,568,130 · end of year $1,398,119

  • 27 · Net assets without donor restrictions

    beginning of year $3,365,905 · end of year $3,979,446

  • 28 · Net assets with donor restrictions

    beginning of year $113,361 · end of year $251,708

Mission and programs · 2023

Mission

The mission of NAMD is to help millions of people served by Medicaid by representing, elevating, and supporting state and territorial Medicaid and CHIPleaders in connecting eligible people to coverage, promoting access to care, providing high value services, and controlling program costs for sustainability. NAMD elevates thought leadership on policy opportunities and operations of the Medicaid and CHIP programs, amplifies the diverse perspectives of Medicaid and CHIP directors, and optimizes federal-state/territory partnerships to help millions live their healthiest lives.

Activities or mission (Part I)

NAMD's mission is to support Medicaid Directors in administering the program in cost-effective, efficient and visionary ways that enable the over 80 million people served by Medicaid and consistently capitalize Medicaid throughout to achieve their best health and to thrive in their communities.

  • Technical Assistance:Conducted technical assistance calls and webinars, open to all members, for NAMD provided technical assistance through calls and webinars that were open to all members, enabling issue discussions and fostering connections with a broad network of partners and stakeholders. NAMD staff published a weekly newsletter that highlighted critical issues and daily news, and it developed detailed analysis and issue papers for exclusive distribution to NAMD members. Throughout the year, NAMD focused on leadership development and capacity building for Medicaid Directors, senior staff, and agency managers through targeted programs. NAMD engaged over 500 state and territorial Medicaid leaders through an active framework of affinity groups. Led by designated members of the NAMD team, these groups met monthly to discuss specialized topics and share insights. Consistent communication with members was achieved and maintained through weekly leadership calls, monthly Board meetings, and weekly federal update calls. Additionally, NAMD conducted individual check-in calls with each Medicaid Director to review their programs and priorities, ensuring tailored support and guidance.

    Expenses $2,065,686 · Revenue $1,207,809

  • Conferences: NAMD hosted its annual membership conference in Scottsdale, AZ, in June 2024, which brought together more than 225 attendees representing all 56 states and territories. In October 2023, approximately 1,400 members of the Medicaid community gathered in Washington, DC, for NAMD's signature Fall Conference, with several participants joining virtually. The NAMD team managed all aspects of planning, agenda development, and follow-up activities for key components of these events, including the state-only meeting for NAMD members and senior staff. Both conferences featured several meetings, including Board discussions focused on organizational strategy and planning.

    Expenses $1,846,553 · Revenue $3,447,878

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lisa Lee

    President

    Total calculated
    $0
    Hours/week
    2

  • Melisa Byrd

    President-Elect

    Total calculated
    $0
    Hours/week
    2

  • Cindy Beane

    Immediate Past President

    Total calculated
    $0
    Hours/week
    2

  • Henry Lipman

    Board Finance Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Cheryl J Roberts

    Board Governance Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Juliet Charron

    West Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Stacie Weeks

    West Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Sarah Aker

    Midwest Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Elizabeth Matney

    Midwest Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Stephanie Azar

    South Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Traylor Rains JD

    South Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Ryan Moran

    East Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Michelle Probert

    East Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Gary Smith

    U.S. Territories Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Kate McEvoy Esq

    Executive Director

    Total calculated
    $284,703
    From this org
    $269,415
    From related orgs
    $0
    Other
    $15,288
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $268,859
    Bonus
    $0
    Other
    $556
    Deferred
    $5,923
    Nontaxable benefits
    $9,365
    Filer's total
    $284,703

  • Dianne Hasselman

    Deputy Executive Director

    Total calculated
    $260,921
    From this org
    $236,176
    From related orgs
    $0
    Other
    $24,745
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $235,210
    Bonus
    $0
    Other
    $966
    Deferred
    $23,521
    Nontaxable benefits
    $1,224
    Filer's total
    $260,921

  • Lindsay Browning

    Director of Medicaid Programming

    Total calculated
    $180,991
    From this org
    $146,647
    From related orgs
    $0
    Other
    $34,344
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $146,377
    Bonus
    $0
    Other
    $270
    Deferred
    $14,968
    Nontaxable benefits
    $19,376
    Filer's total
    $180,991

  • William Rollins

    Director of Federal Policy

    Total calculated
    $161,083
    From this org
    $138,893
    From related orgs
    $0
    Other
    $22,190
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $138,644
    Bonus
    $0
    Other
    $249
    Deferred
    $13,420
    Nontaxable benefits
    $8,770
    Filer's total
    $161,083

  • Karen Seaver Hill

    Director of Member Engagement

    Total calculated
    $165,262
    From this org
    $149,393
    From related orgs
    $0
    Other
    $15,869
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $148,120
    Bonus
    $0
    Other
    $1,273
    Deferred
    $14,812
    Nontaxable benefits
    $1,057
    Filer's total
    $165,262

  • Mary Moore

    Operations Director

    Total calculated
    $206,044
    From this org
    $172,809
    From related orgs
    $0
    Other
    $33,235
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $171,483
    Bonus
    $0
    Other
    $1,326
    Deferred
    $15,350
    Nontaxable benefits
    $17,885
    Filer's total
    $206,044

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
7 March 2025
IRS schema version
2023v6.0
Source object
202520679349300402

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