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← NATIONAL WIC ASSOCIATION

Form 990 for tax year 2023

Filed by NATIONAL WIC ASSOCIATION.

Totals

Total revenue
$6,340,759
Total expenses
$6,584,776
Contributions and grants received
$2,239,724
Grants paid
$403,844
Program service revenue
$3,025,676
Investment income
$300,854
Other revenue
$774,505
Total assets, end of year
$9,725,924
Total liabilities, end of year
$2,737,770
Net assets or fund balances, end of year
$6,988,154
Program services expenses (Part IX)
$4,655,735
Management and general expenses
$1,755,497
Fundraising expenses
$173,544
Program service expenses (Part III)
$4,655,735

Program services were 70.7% 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.

  • 1b · Membership dues

    $763,363

  • 1f · All other contributions, gifts and grants

    $1,476,361

  • 2a · Program service revenue: RECRUITMENT & RET.

    total $1,433,642 · related or exempt $1,433,642

  • 2b · Program service revenue: CONFERENCE

    total $1,306,377 · related or exempt $1,144,147 · excluded $162,230

  • 2c · Program service revenue: BILLED SERVICES

    total $244,040 · related or exempt $244,040

  • 2d · Program service revenue: CONFERENCE SPONSORSHIPS

    total $19,075 · related or exempt $19,075

  • 2e · Program service revenue: HOST & IT SUPPORT

    total $18,943 · related or exempt $18,943

  • 2f · All other program service revenue

    total $3,599 · related or exempt $3,599

  • 3 · Investment income

    total $158,589 · excluded $158,589

  • 5 · Royalties

    total $172,698 · excluded $172,698

  • 7a · Gross sales of assets other than inventory

    securities $135,173

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

    securities -$7,092

  • 7c · Gain or loss

    securities $142,265

  • 7d · Net gain or loss

    total $142,265 · excluded $142,265

  • 10a · Gross sales of inventory

    $1,247,154

  • 10b · Cost of goods sold

    $645,347

  • 10c · Net income from sales of inventory

    total $601,807 · related or exempt $601,807

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $403,844 · program services $403,844

  • 5 · Compensation of officers, directors and key employees

    total $563,243 · management and general $563,243

  • 6 · Compensation of disqualified persons

    total $184,257 · management and general $184,257

  • 7 · Other salaries and wages

    total $1,365,497 · program services $1,196,309 · management and general $169,188

  • 8 · Pension plan contributions

    total $38,467 · program services $22,930 · management and general $15,537

  • 9 · Other employee benefits

    total $327,090 · program services $182,129 · management and general $144,961

  • 10 · Payroll taxes

    total $170,606 · program services $89,448 · management and general $81,158

  • 11b · Fees: legal

    total $41,936 · program services $15,980 · management and general $22,526 · fundraising $3,430

  • 11c · Fees: accounting

    total $98,195 · program services $38,139 · management and general $51,869 · fundraising $8,187

  • 11e · Fees: professional fundraising services

    total $120,000 · fundraising $120,000

  • 11f · Fees: investment management

    total $37,017 · management and general $37,017

  • 11g · Fees: other

    total $140,897 · program services $69,101 · management and general $56,962 · fundraising $14,834

  • 12 · Advertising and promotion

    total $1,298,921 · program services $1,296,569 · management and general $2,352

  • 13 · Office expenses

    total $230,700 · program services $133,999 · management and general $76,472 · fundraising $20,229

  • 14 · Information technology

    total $82,321 · program services $31,973 · management and general $43,484 · fundraising $6,864

  • 16 · Occupancy

    total $208,543 · program services $2,040 · management and general $206,503

  • 17 · Travel

    total $184,081 · program services $162,570 · management and general $21,511

  • 19 · Conferences, conventions and meetings

    total $923,108 · program services $896,274 · management and general $26,834

  • 20 · Interest

    total $3,044 · management and general $3,044

  • 22 · Depreciation, depletion and amortization

    total $17,397 · management and general $17,397

  • 23 · Insurance

    total $5,907 · management and general $5,907

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $99,888 · program services $90,948 · management and general $8,940

  • 24b · Other expenses: STAFF DEVELOPMENT

    total $14,351 · program services $10,834 · management and general $3,517

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $10,214 · management and general $10,214

  • 24d · Other expenses: OTHER

    total $5,832 · program services $4,725 · management and general $1,107

  • 24e · All other expenses

    total $9,420 · program services $7,923 · management and general $1,497

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $321,908 · end of year $380,781

  • 2 · Savings and temporary cash investments

    beginning of year $348,607 · end of year $1,000,535

  • 3 · Pledges and grants receivable

    beginning of year $2,228,100 · end of year $723,333

  • 4 · Accounts receivable

    beginning of year $2,326,609 · end of year $1,529,226

  • 9 · Prepaid expenses and deferred charges

    beginning of year $118,739 · end of year $54,907

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

    $493,889

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

    $298,050

  • 10c · Land, buildings and equipment, net

    beginning of year $31,168 · end of year $195,839

  • 11 · Investments: publicly traded securities

    beginning of year $5,002,432 · end of year $4,568,004

  • 15 · Other assets

    beginning of year $2,667 · end of year $1,273,299

  • 17 · Accounts payable and accrued expenses

    beginning of year $940,409 · end of year $695,517

  • 19 · Deferred revenue

    beginning of year $2,599,060 · end of year $775,135

  • 23 · Secured mortgages and notes payable

    beginning of year $28,412 · end of year $5,758

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,261,360

  • 27 · Net assets without donor restrictions

    beginning of year $3,959,067 · end of year $4,678,591

  • 28 · Net assets with donor restrictions

    beginning of year $2,853,282 · end of year $2,309,563

Mission and programs · 2023

Mission

THE NATIONAL WIC ASSOCIATION PROVIDES ITS MEMBERS WITH TOOLS AND LEADERSHIP TO EXPAND AND SUSTAIN EFFECTIVE NUTRITION SERVICES FOR MOTHERS AND YOUNG CHILDREN.

Activities or mission (Part I)

SEE PART III, LINE 1.

  • NWA COMMUNICATIONS: NWA COMMUNICATIONS CREATES RESOURCES AND TOOLS TO SUPPORT NWA MEMBERS IN THEIR OUTREACH EFFORTS TO RECRUIT AND RETAIN WIC PARTICIPANTS. THIS INCLUDES A RECRUITMENT AND RETENTION CAMPAIGN. THE CAMPAIGN INCLUDES CREATIVE ASSETS THAT NWA MEMBERS CAN LEVERAGE TO PROMOTE WIC PARTICIPATION. IN ADDITION, THE COMMUNICATIONS TEAM CREATES AND MARKETS A WIC RECIPE BOOK. THE RECIPE BOOK IS AN OUTREACH TOOL AND NUTRITION EDUCATION TOOL FOR WIC PROVIDERS. THIS COLLECTION OF RECIPES USES INGREDIENTS THAT CAN BE PURCHASED USING WIC AVAILABLE FOODS, IS PURCHASED BY STATE AND LOCAL WIC AGENCIES AND PROVIDED TO WIC PARTICIPANTS IN WIC CLINICS AND AT OUTREACH EVENTS, EMPOWERING FAMILIES TO PREPARE NUTRITIOUS MEALS WHILE MAXIMIZING THEIR WIC BENEFITS.

    Expenses $1,887,632 · Revenue $2,035,449

  • MEMBER SERVICES: NWA CONFERENCES OFFER AN EXCELLENT OPPORTUNITY FOR WIC AGENCY LEADERS AND STAFF, NWA PARTNERS AND OTHER WIC STAKEHOLDERS TO ACQUIRE NEW SKILLS AND TO NETWORK WITH AN ESTIMATED 1,000 PEERS, AND COLLEAGUES FROM ACROSS THE COUNTRY. IN ADDITION, EXHIBITORS WILL SHARE EXAMPLES AND INFORMATION ON THE NEWEST WIC-RELATED PRODUCTS AND SERVICES FOR WIC STAFF AND PARTICIPANTS. NWA OFFERS BOTH IN-PERSON AND VIRTUAL CONFERENCES. NWA CONFERENCES ALSO OFFER AN OPPORTUNITY FOR ATTENDEES TO HEAR FROM USDA OFFICIALS AND TO DIALOGUE ON RELEVANT UPDATES AND CHALLENGES THAT THE PROGRAM FACES. CONTENT FOR IS SOLICITED THROUGH A COMPETITIVE ABSTRACT PROCESS AND CURATED BY A CONFERENCE COMMITTEE AND NWA STAFF. (CONTINUED ON SCHEDULE O)(CONTINUED FROM FORM 990, PART III, LINE 4B) MOREOVER, NWA'S CONFERENCES SUPPORT ONGOING PROFESSIONAL DEVELOPMENT BY OFFERING CONTINUING EDUCATION CREDITS FOR REGISTERED DIETITIANS AND INTERNATIONAL BOARD CERTIFIED LACTATION CONSULTANTS. THE CORE FUNCTION OF MEMBER SERVICES REVENUE IS TO ENSURE A POSITIVE NWA MEMBER EXPERIENCE AND TO SUPPORT THE OPERATING EXPENSES OF NWA. THIS INCLUDES STAFFING EXPENSES ACROSS THE ORGANIZATION. THE NWA STAFF ARE ORGANIZED INTO FIVE TEAMS: MEMBER SERVICES, COMMUNICATIONS, THE CENTER FOR INNOVATIVE PRACTICES IN WIC, PUBLIC POLICY, AND OPERATIONS. THE NWA STAFF ARE CORE TO DELIVERING CRUCIAL WIC ADVOCACY, MEMBER ENGAGEMENT ACTIVITIES AND EDUCATION, TECHNICAL ASSISTANCE, AND DRIVING WIC RESEARCH AND INNOVATION. COLLECTIVELY THEY SUPPORT THE NWA MEMBERSHIP TO PROTECT AND PROMOTE WIC AND EFFECTIVELY AND EFFICIENTLY PROVIDE WIC SERVICES TO OVER 6-MILLION MOTHERS, BABIES, AND YOUNG CHILDREN.

    Expenses $1,416,329 · Revenue $1,426,205

  • CENTER FOR INNOVATIVE PRACTICES IN WIC + PUBLIC POLICY TEAMS: NWA RECEIVES GRANTS FROM CHARITABLE FOUNDATIONS THAT SUPPORT PROGRESS TOWARDS NWA'S MISSION. GRANT-FUNDED WORK AT NWA BUILDS CAPACITY FOR NWA MEMBERS TO REDUCE BARRIERS TO WIC PARTICIPATION, DRIVES WIC RESEARCH AND INNOVATION, AND ELEVATES WIC TO A RANGE OF STAKEHOLDERS THROUGH COMMUNICATIONS ACTIVITIES. SPECIFICALLY, THE GRANT-FUNDED PORTFOLIO ENABLES NWA TO PROVIDE SUBGRANTS TO PILOT INNOVATIVE PRACTICES IN WIC STATE AND LOCAL AGENCIES; BUILD GRASSROOTS ADVOCACY CAPACITY THROUGH EDUCATION, ADVOCACY PROGRAMMING, RESOURCE DEVELOPMENT, REPORTS, AND WEBINARS; (CONTINUED ON SCHEDULE O)(CONTINUED FROM FORM 990, PART III, LINE 4C) STORY COLLECTION CAMPAIGNS AND MORE RECENTLY, ELEVATING WIC PARTICIPANT VOICES THROUGH INITIATIVES SUCH AS THE PARTICIPANT ADVISORY COUNCIL AND A MULTISTATE PARTICIPANT SATISFACTION SURVEY. ADDITIONALLY, GRANT FUNDING HAS ENABLED NWA TO LEAD GROUNDBREAKING RESEARCH ON EQUITY, DIVERSITY, AND INCLUSION IN WIC AND BUILD A HEALTH EQUITY CHAMPION PROGRAM. ULTIMATELY, GRANT-FUNDED WORK AT NWA SUPPORTS THE ASSOCIATION TO PROVIDE ADDITIONAL SUPPORT AND RESOURCES TO MEMBERS AND BUILD INTERNAL CAPACITY TO ENHANCE CORE SERVICES. NWA ALSO DIRECTLY ADVOCATES FOR POLICY ENHANCEMENTS IN THE WIC PROGRAM, INCLUDING SCIENCE-BASED UPDATES TO THE WIC FOOD PACKAGE.

    Expenses $1,351,774 · Grants $403,844 · Revenue $3,599

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

Listed in Part VII

  • Paul Throne

    CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Sarah Flores-Sievers

    CHAIR-EMERITUS

    Total calculated
    $0
    Hours/week
    2
  • Kate Franken

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    2
  • Amanda Hovis

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Samar McGregor

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Filomena Ahlefeld

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Sarah Bennett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Lakeisha Davis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Tami Kepa'A

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Oanh Nyugen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jody Shriver

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Tecora Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Rebecca Gruenes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Angela Hammond-Damon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Stephanie Bender

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Samantha Blanchard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Lacy Little

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Melody Schrank

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Laura Spaulding

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Cheri Nemec

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Mary Anne Burghardt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Paula Garrett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Amanda Varriano

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Karen Mullen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jennifer Nicklas

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Lissa Sirois

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Kimberly Stanek

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jamila Taylor

    PRESIDENT & CEO (UNTIL 8/23)

    Total calculated
    $319,011
    From this org
    $300,249
    From related orgs
    $0
    Other
    $18,762
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,249
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,762
    Filer's total
    $319,011
  • Georgia Machell

    COO

    Total calculated
    $244,232
    From this org
    $210,304
    From related orgs
    $0
    Other
    $33,928
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,304
    Bonus
    $0
    Other
    $0
    Deferred
    $1,024
    Nontaxable benefits
    $32,904
    Filer's total
    $244,232
  • Lyncoln Dujon

    DIR. OF FINANCE AND ADMIN

    Total calculated
    $121,697
    From this org
    $121,697
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Tim Ward

    COMMUNICATIONS DIRECTOR

    Total calculated
    $118,505
    From this org
    $118,505
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Emily Gilcher

    DIRECTOR OF MEMBER SERVICES

    Total calculated
    $116,697
    From this org
    $116,697
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Brian Dittmeier

    DIRECTOR OF PUBLIC POLICY

    Total calculated
    $104,985
    From this org
    $104,985
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Cecilia Richardson

    FORMER OFFICER (THROUGH 08/22)

    Total calculated
    $184,257
    From this org
    $184,257
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $184,257
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $184,257

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 · Compensation survey or study
  • 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

  • ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM

  • ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM

  • ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM

  • MICHIGAN DEPT OF HEALTH & HUMAN SERVICES

    $20,400

    ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM

  • FLORIDA DEPARTMENT OF HEALTH (FDOH)

    $14,549

    ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM

  • EL PASO COUNTY PUBLIC HEALTH

    $12,620

    ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM

  • NORTH CENTRAL HEALTH DISTRICT

    $12,166

    ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM

  • ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM

  • HARFORD COUNTY HEALTH DEPT

    $9,040

    ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM

  • ASSIST WITH WIC STAFF WITH REGISTERED DIETITIAN EXAM

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202403209349322140

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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