Form 990 for tax year 2023

Filed by NATIONAL ASSOCIATION OF COUNTIES.

Totals

Total revenue: $26,756,644
Total expenses: $24,421,778
Contributions and grants received: $0
Grants paid: $2,500,000
Program services expenses (Part IX): $19,541,304
Management and general expenses: $4,880,474
Fundraising expenses: $0
Program service expenses (Part III): $19,541,304

Program services were 80.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

MATTHEW DAVID CHASE

CEO/EXECUTIVE DIRECTOR

Total calculated

$786,464

From this org

$342,177

From related orgs

$342,177

Other

$102,110

Hours/week

18.75 + 18.75 related

Schedule J breakdown matched by us

Base

$249,474 + $249,474 related

Bonus

$50,000 + $50,000 related

Other

$42,703 + $42,703 related

Deferred

$51,055 + $51,055 related

Nontaxable benefits

$0

Filer's total

$393,232 + $393,232 related
BRIAN NAMEY

CHIEF PUBLIC AFFAIRS OFFICER

Total calculated

$318,996

From this org

$284,342

From related orgs

$0

Other

$34,654

Hours/week

37.5

Schedule J breakdown matched by us

Base

$217,545

Bonus

$17,494

Other

$49,303

Deferred

$34,654

Nontaxable benefits

$0

Filer's total

$318,996
DANIEL MELGOZA

Chief of Operations

Total calculated

$309,110

From this org

$136,479

From related orgs

$136,479

Other

$36,152

Hours/week

18.75 + 18.75 related

Schedule J breakdown matched by us

Base

$117,360 + $117,360 related

Bonus

$17,206 + $17,206 related

Other

$1,913 + $1,913 related

Deferred

$18,076 + $18,076 related

Nontaxable benefits

$0

Filer's total

$154,555 + $154,555 related
TERYN ZMUDA

CHIEF ECONOMIST & DIRECTOR

Total calculated

$277,363

From this org

$0

From related orgs

$243,054

Other

$34,309

Hours/week

0 + 37.5 related

Schedule J breakdown matched by us

Base

$0 + $215,136 related

Bonus

$0 + $17,355 related

Other

$0 + $10,563 related

Deferred

$0 + $34,309 related

Nontaxable benefits

$0

Filer's total

$0 + $277,363 related
DEBORAH STOUTAMIRE

CHIEF ADMINISTRATIVE OFFICER

Total calculated

$276,558

From this org

$121,535

From related orgs

$121,535

Other

$33,488

Hours/week

18.75 + 18.75 related

Schedule J breakdown matched by us

Base

$104,700 + $104,700 related

Bonus

$8,513 + $8,513 related

Other

$8,322 + $8,322 related

Deferred

$16,744 + $16,744 related

Nontaxable benefits

$0

Filer's total

$138,279 + $138,279 related
ANNA AMSELLE THRU 42023

CHIEF FINANCIAL OFFICER

Total calculated

$274,490

From this org

$202,374

From related orgs

$41,086

Other

$31,030

Hours/week

18.75 + 18.75 related

Schedule J breakdown matched by us

Base

$41,086 + $41,086 related

Bonus

$0

Other

$161,288

Deferred

$15,515 + $15,515 related

Nontaxable benefits

$0

Filer's total

$217,889 + $56,601 related
MARK RITACCO

DIRECTOR OF GOVERNMENT AFFAIRS

Total calculated

$255,084

From this org

$221,804

From related orgs

$0

Other

$33,280

Hours/week

37.5

Schedule J breakdown matched by us

Base

$221,804

Bonus

not reported

Other

not reported

Deferred

$33,280

Nontaxable benefits

$0

Filer's total

$255,084
Ashleigh Holand

Director of County Future Labs

Total calculated

$212,931

From this org

$0

From related orgs

$186,655

Other

$26,276

Hours/week

0 + 37.5 related

Schedule J breakdown matched by us

Base

$0 + $158,634 related

Bonus

$0 + $14,101 related

Other

$0 + $13,920 related

Deferred

$0 + $26,276 related

Nontaxable benefits

$0

Filer's total

$0 + $212,931 related
MARY JO MCGUIRE

President

Total calculated

$3,325

From this org

$3,325

From related orgs

$0

Other

$0

Hours/week

1
DENISE WINFREY

Immediate Past President

Total calculated

$2,750

From this org

$2,750

From related orgs

$0

Other

$0

Hours/week

1
JD CLERK

Second Vice President

Total calculated

$676

From this org

$676

From related orgs

$0

Other

$0

Hours/week

1
JAMES GORE

First Vice President

Total calculated

$0

Hours/week

1
KATHY ACKERMAN

DIRECTOR

Total calculated

$0

Hours/week

1
ALLAN ANGEL

DIRECTOR

Total calculated

$0

Hours/week

1
JOHONATHAN ARAGON

DIRECTOR

Total calculated

$0

Hours/week

1
DEIRDRE ARAUJO

DIRECTOR

Total calculated

$0

Hours/week

1
SCOTT ARNDT

DIRECTOR

Total calculated

$0

Hours/week

1
JOHN AUBREY

DIRECTOR

Total calculated

$0

Hours/week

1
ORRIN BAILEY

DIRECTOR

Total calculated

$0

Hours/week

1
PETER BALDACCI

DIRECTOR

Total calculated

$0

Hours/week

1
KATHRYN BARGER

DIRECTOR

Total calculated

$0

Hours/week

1
KEITH BECKER

DIRECTOR

Total calculated

$0

Hours/week

1
JOHN BECKER

DIRECTOR

Total calculated

$0

Hours/week

1
JASON BELLOWS

DIRECTOR

Total calculated

$0

Hours/week

1
RON BERRY

DIRECTOR

Total calculated

$0

Hours/week

1
ED BOOTH

DIRECTOR

Total calculated

$0

Hours/week

1
MARY ANN BORGESON

DIRECTOR

Total calculated

$0

Hours/week

1
ARLYN BRADSHAW

DIRECTOR

Total calculated

$0

Hours/week

1
JOE BRIGGS

DIRECTOR

Total calculated

$0

Hours/week

1
ROY BROOKS

DIRECTOR

Total calculated

$0

Hours/week

1
RON BURROWS

DIRECTOR

Total calculated

$0

Hours/week

1
MARCUS CAMPBELL

DIRECTOR

Total calculated

$0

Hours/week

1
BRADLEY CARLYON

DIRECTOR

Total calculated

$0

Hours/week

1
KEITH CARSON

DIRECTOR

Total calculated

$0

Hours/week

1
DAVID CARTER

DIRECTOR

Total calculated

$0

Hours/week

1
TARRYL CLARK

DIRECTOR

Total calculated

$0

Hours/week

1
LEE CONSTANTINE

DIRECTOR

Total calculated

$0

Hours/week

1
RENEE COUCH

DIRECTOR

Total calculated

$0

Hours/week

1
NICHOLE COLEMAN

DIRECTOR

Total calculated

$0

Hours/week

1
CHRISTOPHER CONSTANCE

DIRECTOR

Total calculated

$0

Hours/week

1
DAVID CONNOR

DIRECTOR

Total calculated

$0

Hours/week

1
WILLIAM COX

DIRECTOR

Total calculated

$0

Hours/week

1
RICHARD CROUCH

DIRECTOR

Total calculated

$0

Hours/week

1
DAVID CROWLEY

DIRECTOR

Total calculated

$0

Hours/week

1
DERRICK DEGROOT

DIRECTOR

Total calculated

$0

Hours/week

1
JERRY DEMINGS

DIRECTOR

Total calculated

$0

Hours/week

1
BOB DIXON

DIRECTOR

Total calculated

$0

Hours/week

1
DAN EGGLESTON

DIRECTOR

Total calculated

$0

Hours/week

1
LENNY ELIASON

DIRECTOR

Total calculated

$0

Hours/week

1
RODNEY ELLIS

DIRECTOR

Total calculated

$0

Hours/week

1
BRANDON ELLISON

DIRECTOR

Total calculated

$0

Hours/week

1
JOHN ESPY

DIRECTOR

Total calculated

$0

Hours/week

1
LISA A FOBBE

DIRECTOR

Total calculated

$0

Hours/week

1
LENA FOWLER

DIRECTOR

Total calculated

$0

Hours/week

1
JUDSON FREED

DIRECTOR

Total calculated

$0

Hours/week

1
ZACH FRIEND

DIRECTOR

Total calculated

$0

Hours/week

1
JENNIFER FINCH

DIRECTOR

Total calculated

$0

Hours/week

1
KURT GIBBS

DIRECTOR

Total calculated

$0

Hours/week

1
TRACY GRAHAM

DIRECTOR

Total calculated

$0

Hours/week

1
SHARON GREEN MIDDLETON

DIRECTOR

Total calculated

$0

Hours/week

1
TONY GUILLORY

DIRECTOR

Total calculated

$0

Hours/week

1
KRISTI HARSHBARGER

DIRECTOR

Total calculated

$0

Hours/week

1
GEORGE HARTWICK

DIRECTOR

Total calculated

$0

Hours/week

1
RICKY HATCH

DIRECTOR

Total calculated

$0

Hours/week

1
VARLIN HIGBEE

DIRECTOR

Total calculated

$0

Hours/week

1
ROBERT HILL

DIRECTOR

Total calculated

$0

Hours/week

1
JEFFREY HUFFMAN

DIRECTOR

Total calculated

$0

Hours/week

1
LISA JANICKI

DIRECTOR

Total calculated

$0

Hours/week

1
LARRY JOHNSON

DIRECTOR

Total calculated

$0

Hours/week

1
MARY KEATING

DIRECTOR

Total calculated

$0

Hours/week

1
SUSAN KIEPKE

DIRECTOR

Total calculated

$0

Hours/week

1
ASHLEY KIERKIEWICZ

DIRECTOR

Total calculated

$0

Hours/week

1
KIPUKAI KUALII

DIRECTOR

Total calculated

$0

Hours/week

1
MARY KUNEY

DIRECTOR

Total calculated

$0

Hours/week

1
WILLIAM KYGER

DIRECTOR

Total calculated

$0

Hours/week

1
ANGELO KYLE

DIRECTOR

Total calculated

$0

Hours/week

1
MARCIA LAMB

DIRECTOR

Total calculated

$0

Hours/week

1
CHRISTIAN LEINBACH

DIRECTOR

Total calculated

$0

Hours/week

1
KEVIN LEONARD

DIRECTOR

Total calculated

$0

Hours/week

1
DEBBIE LIEBERMAN

DIRECTOR

Total calculated

$0

Hours/week

1
MICHAEL LOGSDON

DIRECTOR

Total calculated

$0

Hours/week

1
RAY LONG

DIRECTOR

Total calculated

$0

Hours/week

1
FELIX LOPEZ

DIRECTOR

Total calculated

$0

Hours/week

1
MERCERIA LUDGOOD

DIRECTOR

Total calculated

$0

Hours/week

1
CHRIS MCINTIRE

DIRECTOR

Total calculated

$0

Hours/week

1
DANIEL MCCOY

DIRECTOR

Total calculated

$0

Hours/week

1
MICHAEL MCGINLEY

DIRECTOR

Total calculated

$0

Hours/week

1
MILES MENETREY

DIRECTOR

Total calculated

$0

Hours/week

1
DAVID MEYER

DIRECTOR

Total calculated

$0

Hours/week

1
AMY MILLIKEN

DIRECTOR

Total calculated

$0

Hours/week

1
CINDY MILLS

DIRECTOR

Total calculated

$0

Hours/week

1
ALEXANDER MIRABELLA

DIRECTOR

Total calculated

$0

Hours/week

1
CAROL MOEHRLE

DIRECTOR

Total calculated

$0

Hours/week

1
RUDY MOLERA

DIRECTOR

Total calculated

$0

Hours/week

1
GARY MOORE

DIRECTOR

Total calculated

$0

Hours/week

1
WAYMON MUMFORD

DIRECTOR

Total calculated

$0

Hours/week

1
OZNESBITT SR

DIRECTOR

Total calculated

$0

Hours/week

1
DAVID NICHOLSON

DIRECTOR

Total calculated

$0

Hours/week

1
WILLIAM NOVOTNY

DIRECTOR

Total calculated

$0

Hours/week

1
JOHN O'GRADY

DIRECTOR

Total calculated

$0

Hours/week

1
DAVID PAINTER

DIRECTOR

Total calculated

$0

Hours/week

1
TODD PATZER

DIRECTOR

Total calculated

$0

Hours/week

1
WENDY PIPER

DIRECTOR

Total calculated

$0

Hours/week

1
CHARLES R PEARSON

DIRECTOR

Total calculated

$0

Hours/week

1
VIC PEARSON

DIRECTOR

Total calculated

$0

Hours/week

1
SHARYN POHLMAN

DIRECTOR

Total calculated

$0

Hours/week

1
MARK POLONCARZ

DIRECTOR

Total calculated

$0

Hours/week

1
GREG PUCKETT

DIRECTOR

Total calculated

$0

Hours/week

1
TONI PRECKWINKLE

DIRECTOR

Total calculated

$0

Hours/week

1
CHRISTOPHER RODGERS

DIRECTOR

Total calculated

$0

Hours/week

1
JAYNE SABAITIS

DIRECTOR

Total calculated

$0

Hours/week

1
RICHARD SANDERS

DIRECTOR

Total calculated

$0

Hours/week

1
JIM SCHMIDT

DIRECTOR

Total calculated

$0

Hours/week

1
MARTHA SCHRADER

DIRECTOR

Total calculated

$0

Hours/week

1
JOSHUA SKAVDAHL

DIRECTOR

Total calculated

$0

Hours/week

1
SCOTT SORREL

DIRECTOR

Total calculated

$0

Hours/week

1
CATHY STACEY

DIRECTOR

Total calculated

$0

Hours/week

1
KATHRYN STARKEY

DIRECTOR

Total calculated

$0

Hours/week

1
HELEN STONE

DIRECTOR

Total calculated

$0

Hours/week

1
JIM STOREY

DIRECTOR

Total calculated

$0

Hours/week

1
JASON STROUF

DIRECTOR

Total calculated

$0

Hours/week

1
VANCE STUEHRENBERG

DIRECTOR

Total calculated

$0

Hours/week

1
TOMA STALAMANTE

DIRECTOR

Total calculated

$0

Hours/week

1
JERRY TAYLOR

DIRECTOR

Total calculated

$0

Hours/week

1
SCOTT TERUYA

DIRECTOR

Total calculated

$0

Hours/week

1
TAMMY TINCHER

DIRECTOR

Total calculated

$0

Hours/week

1
MARY TINKLER

DIRECTOR

Total calculated

$0

Hours/week

1
PHILLIP TRUJILLO

DIRECTOR

Total calculated

$0

Hours/week

1
CLAUDIA TUCK

DIRECTOR

Total calculated

$0

Hours/week

1
GRANT VEEDER

DIRECTOR

Total calculated

$0

Hours/week

1
JONATHAN VLAMING

DIRECTOR

Total calculated

$0

Hours/week

1
CLAY WALKER

DIRECTOR

Total calculated

$0

Hours/week

1
KENTON WARD

DIRECTOR

Total calculated

$0

Hours/week

1
TOMMY WATERS

DIRECTOR

Total calculated

$0

Hours/week

1
DAVID WEDEN

DIRECTOR

Total calculated

$0

Hours/week

1
GLORIA WHISENHUNT

DIRECTOR

Total calculated

$0

Hours/week

1
DENISE WINFREY

DIRECTOR

Total calculated

$0

Hours/week

1
DEBBIE WISE

DIRECTOR

Total calculated

$0

Hours/week

1
ROBERT WILSON

DIRECTOR

Total calculated

$0

Hours/week

1
TERRY WOLF

DIRECTOR

Total calculated

$0

Hours/week

1
MICHAEL ZURLO

DIRECTOR

Total calculated

$0

Hours/week

1

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 — 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 · Travel for companions
1a · Health or social club dues or initiation fees
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
3 · Written employment contract
4a · Severance or change-of-control payment
7 · Other non-fixed payments

Answered no

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)

SCHEDULE J, PART I, LINE 1A:: COMPANION TRAVEL IS PAID FOR THE OFFICERS AND FOR THE EXECUTIVE DIRECTOR AS PART OF THE COSTS RELATED TO THEIR TRAVEL EXPENSE WHILE ON OFFICIAL BUSINESS REPRESENTING NACO. THESE AMOUNTS ARE REPORTED AS INCOME ON FORMS W-2 AND 1099, AS REQUIRED. NACO ALSO PAYS FOR AIRLINE CLUB MEMBERSHIPS FOR THE EXECUTIVE DIRECTOR AND ELECTED OFFICERS; FEES ARE SHOWN ON W-2 OR 1099, RESPECTIVELY. MEMBERSHIP DUES IN LOCAL SOCIAL CLUB ARE PAID BY NACO FOR THE USE OF NUMEROUS NACO EMPLOYEES, AND ARE CONSIDERED ONE OF THE COSTS OF NETWORKING AND EXPANDING BUSINESS RELATIONSHIPS FOR NACO.
SCHEDULE J, PART I, LINE 4A:: Anna Amselle-Chief Financial Officer $157,989.
SCHEDULE J, PART I, LINE 7:: THE NACO EXECUTIVE DIRECTOR HAS AN ANNUAL BONUS OPTION, WHICH IS TO BE BASED ON THE PERFORMANCE OBJECTIVES DETERMINED ANNUALLY BY THE NACO OFFICERS. THE OFFICERS WILL EVALUATE HIS PERFORMANCE EACH MAY AND DETERMINE HIS ANNUAL BONUS AMOUNT. ADDITIONALLY, DURING EMPLOYEE PERFORMANCE REVIEWS, SUPERVISORS CAN RECOMMEND THAT EMPLOYEES RECEIVE ABOVE STANDARD MERIT INCREASES AND/OR PERFORMANCE BONUSES. THOSE RECOMMENDATIONS MUST INCLUDE SPECIFIC JUSTIFICATION AND ARE SUBJECT TO REVIEW BY THE HR DIRECTOR AND ULTIMATELY THE EXECUTIVE DIRECTOR. THE BOARD DOES NOT APPROVE INDIVIDUAL GOALS OR BONUSES, WITH THE EXCEPTION OF THE EXECUTIVE DIRECTOR. HOWEVER, THE BOARD DOES APPROVE NACO'S STRATEGIC GOALS AND INITIATIVES, WHICH ARE THE BASIS FOR THE INDIVIDUAL BONUSES.

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

NACO RESEARCH FOUNDATION

$2,500,000

OPERATIONS

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

NACO RESEARCH FOUNDATION

501(C)(3) · IMPROV. GOV'T · DE · controlled entity

Directly controlled by NA

Provenance

Return type: form_990
Tax year: 2023
Filed: 9 November 2024
IRS schema version: 2023v5.1
Source object: 202403169349301305

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

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