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Nonprofiteer
← NATIONAL DEFENSE INDUSTRIAL ASSOCIATION

Form 990 for tax year 2023

Filed by NATIONAL DEFENSE INDUSTRIAL ASSOCIATION.

Totals

Total revenue
$36,041,082
Total expenses
$33,420,684
Contributions and grants received
$44,572
Grants paid
$837,537
Program service revenue
$28,178,847
Investment income
$7,565,186
Other revenue
$252,477
Total assets, end of year
$97,544,310
Total liabilities, end of year
$24,661,323
Net assets or fund balances, end of year
$72,882,987
Program services expenses (Part IX)
$22,029,154
Management and general expenses
$11,391,530
Fundraising expenses
$0
Program service expenses (Part III)
$22,029,154

Program services were 65.9% 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

    $44,572

  • 2a · Program service revenue: MEETING REGISTRATIONS

    total $8,369,948 · related or exempt $8,369,948

  • 2b · Program service revenue: EXHIBITS

    total $7,211,650 · related or exempt $7,211,650

  • 2c · Program service revenue: CHAPTER ACTIVITIES

    total $5,774,363 · related or exempt $5,774,363

  • 2d · Program service revenue: MEMBERSHIP DUES

    total $3,308,493 · related or exempt $3,308,493

  • 2e · Program service revenue: SPONSORSHIPS

    total $2,574,942 · related or exempt $2,574,942

  • 2f · All other program service revenue

    total $939,451 · related or exempt $176,745 · unrelated business $762,706

  • 3 · Investment income

    total $2,763,304 · excluded $2,763,304

  • 7a · Gross sales of assets other than inventory

    securities $28,295,743

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

    securities $23,493,861

  • 7c · Gain or loss

    securities $4,801,882

  • 7d · Net gain or loss

    total $4,801,882 · excluded $4,801,882

  • 11a · Other revenue: MISCELLANEOUS

    total $252,477 · excluded $252,477

  • 11e · Other revenue, total

    $252,477

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $361,571 · program services $361,571

  • 2 · Grants to domestic individuals

    total $475,966 · program services $475,966

  • 5 · Compensation of officers, directors and key employees

    total $3,506,281 · program services $1,328,588 · management and general $2,177,693

  • 6 · Compensation of disqualified persons

    total $744,923 · management and general $744,923

  • 7 · Other salaries and wages

    total $7,651,122 · program services $5,363,368 · management and general $2,287,754

  • 8 · Pension plan contributions

    total $161,142 · program services $105,622 · management and general $55,520

  • 9 · Other employee benefits

    total $1,057,955 · program services $635,567 · management and general $422,388

  • 10 · Payroll taxes

    total $764,657 · management and general $764,657

  • 11b · Fees: legal

    total $63,213 · program services $8,520 · management and general $54,693

  • 11c · Fees: accounting

    total $87,353 · management and general $87,353

  • 11f · Fees: investment management

    total $176,136 · management and general $176,136

  • 11g · Fees: other

    total $738,423 · program services $416,599 · management and general $321,824

  • 12 · Advertising and promotion

    total $112,013 · program services $112,013

  • 13 · Office expenses

    total $660,856 · program services $197,822 · management and general $463,034

  • 14 · Information technology

    total $1,569,504 · program services $193,676 · management and general $1,375,828

  • 15 · Royalties

    total $11,505 · program services $11,505

  • 16 · Occupancy

    total $1,101,464 · program services $30 · management and general $1,101,434

  • 17 · Travel

    total $599,194 · program services $508,152 · management and general $91,042

  • 19 · Conferences, conventions and meetings

    total $6,954,096 · program services $6,311,657 · management and general $642,439

  • 22 · Depreciation, depletion and amortization

    total $178,087 · management and general $178,087

  • 23 · Insurance

    total $151,365 · management and general $151,365

  • 24a · Other expenses: CHAPTER ACTIVITIES

    total $4,452,537 · program services $4,452,537

  • 24b · Other expenses: C.C. PROCESSING FEES

    total $746,139 · program services $678,424 · management and general $67,715

  • 24c · Other expenses: PUBLICATION COSTS

    total $417,096 · program services $417,096

  • 24d · Other expenses: SUBSCRIPTIONS & PUBS.

    total $54,671 · program services $43,873 · management and general $10,798

  • 24e · All other expenses

    total $623,415 · program services $406,568 · management and general $216,847

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,246,636 · end of year $5,776,394

  • 2 · Savings and temporary cash investments

    beginning of year $1,575,100 · end of year $743,710

  • 4 · Accounts receivable

    beginning of year $299,559 · end of year $269,377

  • 9 · Prepaid expenses and deferred charges

    beginning of year $717,745 · end of year $617,261

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

    $2,455,898

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

    $2,129,439

  • 10c · Land, buildings and equipment, net

    beginning of year $504,546 · end of year $326,459

  • 11 · Investments: publicly traded securities

    beginning of year $58,076,124 · end of year $70,757,455

  • 12 · Investments: other securities

    beginning of year $12,558,927 · end of year $10,275,462

  • 15 · Other assets

    beginning of year $9,680,865 · end of year $8,778,192

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,908,261 · end of year $3,840,002

  • 19 · Deferred revenue

    beginning of year $9,341,160 · end of year $9,384,637

  • 25 · Other liabilities

    beginning of year $12,276,183 · end of year $11,436,684

  • 27 · Net assets without donor restrictions

    beginning of year $61,216,645 · end of year $70,665,626

  • 28 · Net assets with donor restrictions

    beginning of year $1,917,253 · end of year $2,217,361

Mission and programs · 2023

Mission

AS THE WORLD'S TRUSTED LEADER IN PROFESSIONAL NATIONAL SECURITY AND DEFENSE ASSOCIATIONS, NDIA CONVENES THE MOST THOUGHTFUL AND INNOVATIVE LEADERS TO ADVANCE AND ADVOCATE FOR BEST PRACTICES, INITIATIVES, AND PRODUCTS IN DEFENSE, TO ENSURE THE SAFETY AND SECURITY OF OUR NATION, ITS ALLIES AND PARTNERS. NDIA PROVIDES TRUSTED LEADERSHIP THROUGH THE CONVENING AND COLLABORATION OF GLOBAL LEADERS TO SOLVE THE MOST COMPLEX CHALLENGES IN DEFENSE AND NATIONAL SECURITY.

Activities or mission (Part I)

TO PROMOTE THE SAFETY AND SECURITY OF THE NATION.

  • MEETINGS & EXHIBITS: THE NDIA PROMOTES ACTIVITIES AND FORUMS FOR THE INTERCHANGE BETWEEN INDUSTRY AND GOVERNMENT ON TECHNOLOGY AND ACQUISITION DEVELOPMENTS. IN ADDITION, IT PROVIDES STATE OF THE ART DEFENSE TECHNOLOGY UPDATES AND PROMOTES BETTER MANAGEMENT TECHNIQUES THROUGH SYMPOSIA. NDIA'S DIVISIONS COVER A WIDE SPECTRUM OF INTEREST AREAS THAT ARE IMPORTANT TO THE NATIONAL DEFENSE PREPAREDNESS EFFORT. THE DIVISIONS ARE ORGANIZED TO PROMOTE THE EXCHANGE OF TECHNICAL INFORMATION RELATED TO THE RESEARCH, DEVELOPMENT, PRODUCTION, LOGISTICS, AND MANAGEMENT OF WEAPONS SYSTEMS, POLICY, ASSOCIATED SUPPORT, AND TRAINING AMONG THE DEPARTMENT OF DEFENSE, OTHER FEDERAL GOVERNMENT AND STATE AGENCIES, INDUSTRY, ACADEMIA, AND SCIENTIFIC AGENCIES.

    Expenses $12,309,564 · Grants $442,335 · Revenue $21,465,033

  • ETI, MARKETING & OUTREACH: COSTS ASSOCIATED WITH MARKETING, COMMUNICATION, PUBLIC RELATIONS AND THE ASSOCIATION'S MAGAZINE. THE NATIONAL DEFENSE MAGAZINE IS A MONTHLY MAGAZINE THAT IS PUBLISHED TO HELP EDUCATE GOVERNMENT, INDUSTRY, AND THE PUBLIC REGARDING DEFENSE ISSUES AND RELATED TECHNOLOGY DEVELOPMENTS.

    Expenses $5,267,054 · Grants $25,750 · Revenue $939,451

  • CHAPTERS AND DIVISIONS: THE NDIA AND WID CHAPTERS ARE PART OF THE NDIA ENTITY AND ARE ORGANIZED GEOGRAPHICALLY FOR THE PURPOSE OF ENCOURAGING ACTIVITIES THAT SUPPORT THE ASSOCIATION'S VISION, MISSION, AND GOALS. MANY ARE LOCATED NEAR MAJOR MILITARY COMMANDS, RESEARCH CENTERS, AND DEFENSE AGENCIES AND CONDUCT PROGRAMS TO INFORM THEIR MEMBERS AND COMMUNITIES ABOUT NATIONAL SECURITY AND THE INDUSTRIAL BASE.

    Expenses $4,452,536 · Grants $369,452 · Revenue $5,774,363

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

Listed in Part VII

  • David Norquist

    CEO

    Total calculated
    $1,376,178
    From this org
    $1,366,181
    From related orgs
    $0
    Other
    $9,997
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $942,551
    Bonus
    $423,630
    Other
    $0
    Deferred
    $9,900
    Nontaxable benefits
    $97
    Filer's total
    $1,376,178

  • Lisa S Disbrow

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • John A Bonsell

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Michael J Bayer

    IMMEDIATE PAST BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Angela M Ambrose

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Arcangeli

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Beaver

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Curt Beckemeyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Bitterman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey W Bohling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Theresa Campobasso

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Caswell Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Chadbourne Usa Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Cherry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William Conley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Scott Cooper Usmc Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Cooper Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kenny Cushing

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Dellaneve

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joseph Devooght

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Dietz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paula Edwards

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pete Ford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard P Formica Usa Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ken Garber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert A Geckle Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pete Giambastiani

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bruce Gjovig

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Will Goodman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David D Halverson Usa Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tania Hanna

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sharon Hardie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stephen C Hedger Ltc Usar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dean Hoffman IV Usa Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Heather Hopkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas A Horlander Usa Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard W Hunt Usn Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gretchen Larsen Idsinga

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tamara Jack

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Daniel Jaworowski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Logan Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susannah Kerr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Kuiken

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matthew J Kuta

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brett B Lambert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Louis Lauter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lee K Levy II Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Meagan S Linn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Armando Lopez Jr Usa Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ml Mackey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Theresa Mayer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura McAleer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kris E McGuire

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Megan Milam

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jamie Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin S Mortensen Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amy Motko

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tara Murphy Dougherty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Jeb Nadaner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael A Niggel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Afolabi Ojumu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Debbie Opiekun

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Leigh Palmer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michele Pearce Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian E Perry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marisa Rhode

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Reginald Robinson Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Betsy Schmid

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jim Segelstrom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathryn Selbe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dan Sennott Usa Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jay B Silveria

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert L Simmons

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kraig Siracuse Usn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amy Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Springer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James M Stevison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Stewart

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peter B Trainer Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ally Veres

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Daniel Walsh Uscg Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patricia Ward

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Wason Usa Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Martin Whelan Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brent Wildasin Usa Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Stewart

    EVP STRATEGIC PROG & POLICY

    Total calculated
    $505,634
    From this org
    $497,334
    From related orgs
    $0
    Other
    $8,300
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $397,334
    Bonus
    $100,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,300
    Filer's total
    $505,634

  • James Robb

    PRESIDENT-NTSA (UNTIL 11/2023)

    Total calculated
    $378,347
    From this org
    $371,329
    From related orgs
    $0
    Other
    $7,018
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $305,247
    Bonus
    $66,082
    Other
    $0
    Deferred
    $7,018
    Nontaxable benefits
    $0
    Filer's total
    $378,347

  • Tony Lawrence

    CFO/DIRECTOR OF FINANCE

    Total calculated
    $265,498
    From this org
    $234,769
    From related orgs
    $0
    Other
    $30,729
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,080
    Bonus
    $28,689
    Other
    $0
    Deferred
    $6,300
    Nontaxable benefits
    $24,429
    Filer's total
    $265,498

  • Guy Walsh

    EXECUTIVE VICE PRES. (FROM 6/2023)

    Total calculated
    $210,389
    From this org
    $207,262
    From related orgs
    $0
    Other
    $3,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,512
    Bonus
    $18,750
    Other
    $0
    Deferred
    $2,769
    Nontaxable benefits
    $358
    Filer's total
    $210,389

  • Hugh Webster

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Arun Seraphin

    EXECUTIVE DIRECTOR - ETI

    Total calculated
    $365,832
    From this org
    $357,203
    From related orgs
    $0
    Other
    $8,629
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,290
    Bonus
    $71,913
    Other
    $0
    Deferred
    $8,629
    Nontaxable benefits
    $0
    Filer's total
    $365,832

  • Christine Klein

    SR. VP MEETINGS

    Total calculated
    $353,739
    From this org
    $337,336
    From related orgs
    $0
    Other
    $16,403
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $269,111
    Bonus
    $68,225
    Other
    $0
    Deferred
    $8,103
    Nontaxable benefits
    $8,300
    Filer's total
    $353,739

  • Rachel McCaffrey

    SR. VP MEMBERSHIP

    Total calculated
    $318,420
    From this org
    $310,281
    From related orgs
    $0
    Other
    $8,139
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,422
    Bonus
    $61,859
    Other
    $0
    Deferred
    $7,423
    Nontaxable benefits
    $716
    Filer's total
    $318,420

  • Scott Rekdal

    SR. VP MARKETING

    Total calculated
    $302,337
    From this org
    $271,473
    From related orgs
    $0
    Other
    $30,864
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,503
    Bonus
    $56,970
    Other
    $0
    Deferred
    $6,716
    Nontaxable benefits
    $24,148
    Filer's total
    $302,337

  • Rebecca Wostenberg

    RESEARCH FELLOW - ETI

    Total calculated
    $233,847
    From this org
    $205,949
    From related orgs
    $0
    Other
    $27,898
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,587
    Bonus
    $34,362
    Other
    $0
    Deferred
    $5,385
    Nontaxable benefits
    $22,513
    Filer's total
    $233,847

  • Deborah Dyson

    VP - NTSA

    Total calculated
    $221,590
    From this org
    $210,690
    From related orgs
    $0
    Other
    $10,900
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,180
    Bonus
    $40,510
    Other
    $0
    Deferred
    $2,600
    Nontaxable benefits
    $8,300
    Filer's total
    $221,590

  • Latosha Hill

    CONTROLLER

    Total calculated
    $213,908
    From this org
    $194,566
    From related orgs
    $0
    Other
    $19,342
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,943
    Bonus
    $31,623
    Other
    $0
    Deferred
    $5,040
    Nontaxable benefits
    $14,302
    Filer's total
    $213,908

  • Stewart Magnuson

    EDITOR - MAGAZINE

    Total calculated
    $186,949
    From this org
    $167,993
    From related orgs
    $0
    Other
    $18,956
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,581
    Bonus
    $23,412
    Other
    $0
    Deferred
    $4,482
    Nontaxable benefits
    $14,474
    Filer's total
    $186,949

  • Tammy Hoffman

    DIRECTOR IT

    Total calculated
    $179,315
    From this org
    $174,776
    From related orgs
    $0
    Other
    $4,539
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,100
    Bonus
    $25,676
    Other
    $0
    Deferred
    $4,459
    Nontaxable benefits
    $80
    Filer's total
    $179,315

  • James Boozer

    FORMER EXEC. V.P. (END 4/2023)

    Total calculated
    $278,446
    From this org
    $278,207
    From related orgs
    $0
    Other
    $239
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,648
    Bonus
    $0
    Other
    $103,559
    Deferred
    $0
    Nontaxable benefits
    $239
    Filer's total
    $278,446

  • Mark Lewis

    FORMER EXEC. DIR.-ETI (END 5/2023)

    Total calculated
    $220,443
    From this org
    $206,671
    From related orgs
    $0
    Other
    $13,772
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,671
    Bonus
    $0
    Other
    $0
    Deferred
    $4,519
    Nontaxable benefits
    $9,253
    Filer's total
    $220,443

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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE ASSOCIATION PURCHASED ONE FIRST CLASS TICKET FOR THE PRESIDENT & CEO.
PART I, LINE 7
THE ANNUAL INCENTIVE COMPENSATION PLAN IS PERFORMANCE BASED ON FISCAL YEAR ACTIVITIES AND ACCOMPLISHMENTS. BONUS COMPENSATION IS REFLECTED IN PART II, COLUMN (B)(II).

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

Provenance

Return type
form_990
Tax year
2023
Filed
13 August 2025
IRS schema version
2023v6.0
Source object
202542259349300124

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

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