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Nonprofiteer
← NATIONAL ACADEMY OF SOCIAL INSURANCE

Form 990 for tax year 2022

Filed by NATIONAL ACADEMY OF SOCIAL INSURANCE.

Totals

Total revenue
$1,010,730
Total expenses
$1,024,265
Contributions and grants received
$903,121
Grants paid
$0
Program service revenue
$174,391
Investment income
$18,062
Other revenue
-$84,844
Total assets, end of year
$1,507,801
Total liabilities, end of year
$813,843
Net assets or fund balances, end of year
$693,958
Program services expenses (Part IX)
$470,523
Management and general expenses
$501,021
Fundraising expenses
$52,721
Program service expenses (Part III)
$470,523

Program services were 45.9% 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.

  • 1b · Membership dues

    $199,603

  • 1c · Fundraising events

    $262,027

  • 1f · All other contributions, gifts and grants

    $441,491

  • 2a · Program service revenue: CONTRACT REVENUE

    total $174,391 · related or exempt $174,391

  • 3 · Investment income

    total $18,062 · excluded $18,062

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $262,027

  • 8b · Fundraising events: direct expenses

    $99,445

  • 8c · Net income from fundraising events

    total -$99,445 · excluded -$99,445

  • 11a · Other revenue: OTHER INCOME

    total $14,601 · excluded $14,601

  • 11e · Other revenue, total

    $14,601

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $112,500 · program services $79,898 · management and general $29,940 · fundraising $2,662

  • 7 · Other salaries and wages

    total $257,753 · program services $183,060 · management and general $68,595 · fundraising $6,098

  • 8 · Pension plan contributions

    total $28,183 · program services $20,016 · management and general $7,500 · fundraising $667

  • 9 · Other employee benefits

    total $36,410 · program services $25,858 · management and general $9,690 · fundraising $862

  • 10 · Payroll taxes

    total $35,184 · program services $24,987 · management and general $9,363 · fundraising $834

  • 11b · Fees: legal

    total $3,858 · program services $1,080 · management and general $2,149 · fundraising $629

  • 11c · Fees: accounting

    total $63,992 · program services $17,914 · management and general $35,644 · fundraising $10,434

  • 11g · Fees: other

    total $168,698 · program services $47,226 · management and general $93,965 · fundraising $27,507

  • 12 · Advertising and promotion

    total $11,617 · program services $3,252 · management and general $6,471 · fundraising $1,894

  • 13 · Office expenses

    total $2,515 · program services $2,420 · management and general $95

  • 14 · Information technology

    total $13,837 · program services $4,730 · management and general $8,962 · fundraising $145

  • 16 · Occupancy

    total $139,602 · management and general $139,602

  • 17 · Travel

    total $6,300 · program services $1,992 · management and general $3,480 · fundraising $828

  • 19 · Conferences, conventions and meetings

    total $1,316 · program services $832 · management and general $484

  • 22 · Depreciation, depletion and amortization

    total $54,211 · management and general $54,211

  • 24a · Other expenses: PROFESSIONAL FEES HONOR

    total $45,693 · program services $45,693

  • 24b · Other expenses: OTHER EXPENSES

    total $35,127 · program services $11,565 · management and general $23,401 · fundraising $161

  • 24c · Other expenses: EQUIPMENT MAINTENANCE A

    total $7,469 · management and general $7,469

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $31,555 · end of year $349,404

  • 4 · Accounts receivable

    beginning of year $318,150 · end of year $79,822

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,217 · end of year $15,766

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

    $205,021

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

    $184,062

  • 10c · Land, buildings and equipment, net

    beginning of year $52,867 · end of year $20,959

  • 11 · Investments: publicly traded securities

    beginning of year $624,610 · end of year $362,987

  • 15 · Other assets

    beginning of year $17,180 · end of year $678,863

  • 17 · Accounts payable and accrued expenses

    beginning of year $87,933 · end of year $39,470

  • 24 · Unsecured notes and loans payable

    beginning of year $46,606 · end of year $36,945

  • 25 · Other liabilities

    beginning of year $79,554 · end of year $737,428

  • 27 · Net assets without donor restrictions

    beginning of year $576,819 · end of year $693,958

  • 28 · Net assets with donor restrictions

    beginning of year $262,667 · end of year $0

Mission and programs · 2022

Mission

A NON-PARTISAN ORGANIZATION OF LEADING EXPERTS ON SOCIAL INSURANCE THAT ADVANCES SOLUTIONS TO CHALLENGES FACING THE NATION BY INCREASING PUBLIC UNDERSTANDING OF HOW SOCIAL INSURANCE CONTRIBUTES TO ECONOMIC SECURITY.

  • RESEARCH - THE ACADEMY IS A CONVENER OF EXPERT SCHOLARS (FROM OUR MEMBERSHIP AND BEYOND) TO ANALYZE KEY POLICY ISSUES AND OFFER POLICYMAKERS INDEPENDENT, MULTI-STAKEHOLDER ANALYSES AND OPTIONS. ACADEMY STAFF ANALYZES SOCIAL INSURANCE POLICY ISSUES BOTH AS INDIVIDUAL SCHOLARS AND BY SUPPORTING STUDY PANELS THAT ANALYZE INFORMATION AND ISSUE A CONSENSUS ON POLICY OPTIONS. THE ACADEMY COMMUNICATES ITS WORK TO ITS MEMBERS AND THE INTERESTED PUBLIC THROUGH A VARIETY OF EDUCATION FORUMS THAT THE STAFF OR OTHERS ORGANIZE, THROUGH WEBSITE AND PRINT INFORMATION, AND THROUGH PRESENTATIONS.

    Expenses $240,178 · Revenue $174,391

  • MEMBERSHIP - THE ACADEMY CONDUCTS AN ANNUAL NOMINATION PROCESS, HOLDS AN ANNUAL MEETING, MAINTAINS AN ONLINE DATABASE AND DIRECTORY OF MEMBERS, AND KEEPS MEMBERS INFORMED OF OTHER OPPORTUNITIES AND SERVICES AVAILABLE ONLY TO ACADEMY MEMBERS. THE ACADEMY HOLDS ONE ANNUAL POLICY RESEARCH CONFERENCE EACH JANUARY THAT CONVENES RESEARCHERS, POLICYMAKERS, ADVOCATES, AND OTHER STAKEHOLDERS ON AN ISSUE OF CURRENT IMPORTANCE.

    Expenses $96,795

  • LEADERSHIP DEVELOPMENT - THE ACADEMY PROVIDES OPPORTUNITIES FOR YOUNG PEOPLE TO ENTER THE FIELD OF SOCIAL INSURANCE. AS THE PRIMARY ORGANIZATION OF SOCIAL INSURANCE PROFESSIONALS, WE CONNECT TODAY'S LEADERS WITH THOSE WHO WILL TAKE THE REINS IN COMING YEARS. THE ACADEMY RUNS FIVE DISTINCT INTERNSHIP PROGRAMS THAT EACH RECRUIT TALENTED STUDENTS AND YOUNG PROFESSIONALS AND MATCHES THEM WITH INTERNSHIP PLACEMENTS WHERE THEY BEGIN TO MAKE SUBSTANTIVE CONTRIBUTIONS AT ORGANIZATIONS WORKING TO STRENGTHEN SOCIAL INSURANCE PROGRAMS. THE ACADEMY ALSO RECOGNIZES YOUNG SCHOLARS FOR THEIR RESEARCH AND WRITINGS ON SOCIAL INSURANCE WITH THE ANNUAL JOHN HEINZ DISSERTATION AWARD. THERE ARE NOW NEARLY 500 ASSOCIATE MEMBERS OF THE ACADEMY - YOUNG AND MID-CAREER PROFESSIONALS WHO SUCCESSFULLY COMPLETED ONE OF THE ACADEMY'S LEADERSHIP DEVELOPMENT PROGRAMS. PAST INTERNS AND HEINZ DISSERTATION AWARD WINNERS ARE NOW MAKING SIGNIFICANT CONTRIBUTIONS TO SOCIAL INSURANCE POLICY RESEARCH, ADVOCACY, AND IMPLEMENTATION.

    Expenses $133,550

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • RENEE M LANDERS

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    8

  • INDIVAR DUTTA-GUPTA

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • MERRILL FRIEDMAN

    TREASURER

    Total calculated
    $0
    Hours/week
    8

  • REBECCA VALLAS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JASON J FICHTNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HARRY J CONAWAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CECILIA CONRAD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM M RODGERS III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT ESPINOZA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HOWARD FLUHR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DOUGLAS J HOLTZ-EAKIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOSEPHINE KALIPENI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • APARNA MATHUR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHAUN C O'BRIEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALAINE PERRY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • EARL R POMEROY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAUL VAN DE WATER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEBRA WHITMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM J ARNONE

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $112,500
    From this org
    $112,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202421349349302812

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

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