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Nonprofiteer
← NCEES FOUNDATION

Form 990 for tax year 2023

Filed by NCEES FOUNDATION.

Totals

Total revenue
$6,598,629
Total expenses
$33,848
Contributions and grants received
$7,060,780
Grants paid
$0
Program service revenue
$0
Investment income
-$462,151
Other revenue
$0
Total assets, end of year
$7,922,495
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,922,495
Program services expenses (Part IX)
$0
Management and general expenses
$33,848
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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

    $7,060,780

  • 1g · Noncash contributions included above

    $7,043,654

  • 3 · Investment income

    total $126,714 · excluded $126,714

  • 7a · Gross sales of assets other than inventory

    securities $2,205,579

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

    securities $2,794,444

  • 7c · Gain or loss

    securities -$588,865

  • 7d · Net gain or loss

    total -$588,865 · excluded -$588,865

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $20,720 · management and general $20,720

  • 12 · Advertising and promotion

    total $1,084 · management and general $1,084

  • 13 · Office expenses

    total $81 · management and general $81

  • 17 · Travel

    total $11,963 · management and general $11,963

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $113,434

  • 3 · Pledges and grants receivable

    end of year $15,926

  • 11 · Investments: publicly traded securities

    end of year $7,793,135

  • 27 · Net assets without donor restrictions

    end of year $7,922,495

Mission and programs · 2023

Mission

THE NCEES FOUNDATION IS THE PHILANTHROPIC ARM OF THE NATIONAL COUNCIL OF EXAMINERS FOR ENGINEERING AND SURVEYING (NCEES). IT IS COMMITTED TO SUPPORTING PROGRAMS THAT FURTHER THE NCEES MISSION TO ADVANCE LICENSURE FOR ENGINEERS AND SURVEYORS IN ORDER TO SAFEGUARD THE HEALTH, SAFETY, AND WELFARE OF THE PUBLIC.

Activities or mission (Part I)

SUPPORT PROGRAMS THAT FURTHER THE NCEES MISSION TO ADVANCE LICENSURE FOR ENGINEERS AND SURVEYORS.

  • SUPPORT OF NCEES PROGRAMS THAT FURTHER THE ADVANCEMENT OF LICENSURE FOR ENGINEERS AND SURVEYORS TO SAFEGUARD THE HEALTH, SAFETY, AND WELFARE OF THE PUBLIC.

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

Listed in Part VII

  • Dale Jans PE

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Brian Hanson PE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Iarelis Hall Psm

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Paul Tyrell PE Pls

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Rita Perea Eds

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Sina Nejad PE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • David Cox

    SECRETARY

    Total calculated
    $441,314
    From this org
    $0
    From related orgs
    $389,545
    Other
    $51,769
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,482 related
    Bonus
    $0 + $54,835 related
    Other
    $0 + $1,228 related
    Deferred
    $0 + $39,850 related
    Nontaxable benefits
    $0 + $11,919 related
    Filer's total
    $0 + $441,314 related

  • Davy McDowell

    SECRETARY/CHAIR

    Total calculated
    $294,088
    From this org
    $0
    From related orgs
    $253,291
    Other
    $40,797
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $234,236 related
    Bonus
    $0 + $17,500 related
    Other
    $0 + $1,555 related
    Deferred
    $0 + $28,878 related
    Nontaxable benefits
    $0 + $11,919 related
    Filer's total
    $0 + $294,088 related

  • Joel Scheving

    VICE CHAIR

    Total calculated
    $207,112
    From this org
    $0
    From related orgs
    $174,139
    Other
    $32,973
    Hours/week
    1 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,074 related
    Bonus
    $0 + $13,000 related
    Other
    $0 + $1,065 related
    Deferred
    $0 + $21,054 related
    Nontaxable benefits
    $0 + $11,919 related
    Filer's total
    $0 + $207,112 related

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

PART I, LINE 4B
THE ORGANIZATION MAINTAINS A SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLAN FOR TOP EXECUTIVES AND SENIOR MANAGEMENT. THE PURPOSE OF THE PLAN IS TO CREATE AN INCENTIVE FOR KEY EMPLOYEES TO REMAIN EMPLOYED BY NCEES FOR A DESIRED LENGTH OF TIME, USUALLY SEVERAL YEARS. IN AUGUST 2021, THE BOARD OF DIRECTORS VOTED TO FREEZE THE DEFERRED COMPENSATION PLAN, EFFECTIVELY ENDING FURTHER ELECTIVE DEFERRALS. IN OCTOBER 2023, THE PLAN WAS TERMINATED.

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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 February 2025
IRS schema version
2023v6.0
Source object
202520489349300472

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

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