Form 990 for tax year 2023
Filed by NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING INC.
Totals
- Total revenue
- $15,546,327
- Total expenses
- $17,069,395
- Contributions and grants received
- $2,276,333
- Grants paid
- $132,925
- Program service revenue
- $13,248,600
- Investment income
- $59,284
- Other revenue
- -$37,890
- Total assets, end of year
- $18,840,712
- Total liabilities, end of year
- $5,430,612
- Net assets or fund balances, end of year
- $13,410,100
- Program services expenses (Part IX)
- $13,143,629
- Management and general expenses
- $2,855,373
- Fundraising expenses
- $1,070,393
- Program service expenses (Part III)
- $13,143,629
Program services were 77.0% 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
$2,276,333
-
2a · Program service revenue: NATIONAL COLLEGE FAIRS
total $5,905,625 · related or exempt $5,905,625
-
2b · Program service revenue: NATIONAL CONFERENCE
total $4,096,673 · related or exempt $4,096,673
-
2c · Program service revenue: MEMBERSHIP REVENUE
total $2,196,011 · related or exempt $2,196,011
-
2d · Program service revenue: EDUCATION AND TRAINING
total $760,514 · related or exempt $760,514
-
2e · Program service revenue: PUBLICATIONS AND SUBS
total $289,777 · related or exempt $6,199 · unrelated business $283,578
-
3 · Investment income
total $338,981 · excluded $338,981
-
7a · Gross sales of assets other than inventory
securities $9,395,800
-
7b · Less cost or other basis and sales expenses
securities $9,675,497
-
7c · Gain or loss
securities -$279,697
-
7d · Net gain or loss
total -$279,697 · excluded -$279,697
-
11a · Other revenue: MISCELLANEOUS
total -$37,890 · excluded -$37,890
-
11e · Other revenue, total
-$37,890
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $132,925 · program services $132,925
-
5 · Compensation of officers, directors and key employees
total $1,523,630 · program services $930,300 · management and general $442,386 · fundraising $150,944
-
7 · Other salaries and wages
total $3,096,354 · program services $2,445,827 · management and general $533,144 · fundraising $117,383
-
8 · Pension plan contributions
total $241,033 · program services $191,345 · management and general $40,386 · fundraising $9,302
-
9 · Other employee benefits
total $479,284 · program services $363,239 · management and general $90,887 · fundraising $25,158
-
10 · Payroll taxes
total $321,358 · program services $236,535 · management and general $66,603 · fundraising $18,220
-
11b · Fees: legal
total $35,333 · management and general $35,333
-
11c · Fees: accounting
total $71,059 · management and general $71,059
-
11f · Fees: investment management
total $52,319 · management and general $52,319
-
11g · Fees: other
total $2,138,352 · program services $1,139,014 · management and general $772,366 · fundraising $226,972
-
13 · Office expenses
total $778,409 · program services $493,802 · management and general $235,911 · fundraising $48,696
-
14 · Information technology
total $91,693 · program services $68,826 · management and general $17,998 · fundraising $4,869
-
16 · Occupancy
total $472,382 · program services $347,277 · management and general $98,380 · fundraising $26,725
-
17 · Travel
total $382,700 · program services $223,070 · management and general $98,887 · fundraising $60,743
-
19 · Conferences, conventions and meetings
total $6,503,335 · program services $6,034,444 · management and general $129,139 · fundraising $339,752
-
20 · Interest
total $2,295 · management and general $2,295
-
22 · Depreciation, depletion and amortization
total $189,725 · program services $139,478 · management and general $39,513 · fundraising $10,734
-
24a · Other expenses: REPAIRS AND MAINT.
total $371,610 · program services $278,936 · management and general $72,943 · fundraising $19,731
-
24b · Other expenses: TAXES
total $103,289 · program services $68,978 · management and general $29,105 · fundraising $5,206
-
24c · Other expenses: DUES AND SUBS.
total $42,157 · program services $28,153 · management and general $11,879 · fundraising $2,125
-
24d · Other expenses: PROFESSIONAL DEV'L
total $40,153 · program services $21,480 · management and general $14,840 · fundraising $3,833
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,112,299 · end of year $2,072,004
-
2 · Savings and temporary cash investments
beginning of year $1,175,689 · end of year $795,606
-
3 · Pledges and grants receivable
end of year $302,500
-
4 · Accounts receivable
beginning of year $631,885 · end of year $207,276
-
8 · Inventories for sale or use
beginning of year $9,797
-
9 · Prepaid expenses and deferred charges
beginning of year $799,642 · end of year $791,504
-
10a · Land, buildings and equipment: cost or other basis
$6,973,265
-
10b · Land, buildings and equipment: accumulated depreciation
$2,304,982
-
10c · Land, buildings and equipment, net
beginning of year $4,843,035 · end of year $4,668,283
-
11 · Investments: publicly traded securities
beginning of year $12,096,831 · end of year $9,947,845
-
15 · Other assets
beginning of year $34,674 · end of year $55,694
-
17 · Accounts payable and accrued expenses
beginning of year $1,167,923 · end of year $1,267,741
-
19 · Deferred revenue
beginning of year $3,021,223 · end of year $4,110,918
-
20 · Tax-exempt bond liabilities
beginning of year $2,981,449
-
25 · Other liabilities
beginning of year $31,453 · end of year $51,953
-
27 · Net assets without donor restrictions
beginning of year $13,446,735 · end of year $12,407,196
-
28 · Net assets with donor restrictions
beginning of year $55,069 · end of year $1,002,904
Mission and programs · 2023
Mission
EMPOWERING COLLEGE ADMISSION COUNSELING PROFESSIONALS THROUGH EDUCATION, ADVOCACY, AND COMMUNITY.
-
NATIONAL COLLEGE FAIRS: SECONDARY INSTITUTIONS. NACAC WORKS WITH LOCAL VOLUNTEERS AT EACH EVENT TO ENSURE ATTENDANCE BY STUDENTS FROM ALL SOCIAL, ECONOMIC, ETHNIC, AND NON-TRADITIONAL BACKGROUNDS, INCLUDING TRANSFER STUDENTS AND VETERANS. IN 2024, FAIRS EXPANDED GLOBALLY INCLUDING PLANNED EVENTS IN THE UNITED KINGDOM AND CHINA.
Expenses $5,245,304 · Revenue $5,905,625
-
NATIONAL CONFERENCE: THE NATIONAL CONFERENCE PROVIDES A FORUM FOR COUNSELING AND ADMISSION PROFESSIONALS TO NETWORK, RECEIVE CONTINUING EDUCATION, AND EXCHANGE INFORMATION TO ENHANCE AND INSPIRE ONE'S PROFESSIONAL PRACTICE AND ADVANCE THE COUNSELING AND ADMISSION PROFESSIONS.
Expenses $3,770,055 · Revenue $4,096,673
-
PUBLIC POLICY: AS THE VOICE OF THE COLLEGE ADMISSION COUNSELING PROFESSION, NACAC ADVOCATES FOR THE BEST INTERESTS OF STUDENTS AND MEMBERS. THE MEMBERS OF NACAC SUPPORT STUDENTS IN THE COLLEGE TRANSITION PROCESS FROM SECONDARY SCHOOL TO POSTSECONDARY EDUCATION AND IN THE TRANSFER PROCESS BETWEEN POSTSECONDARY INSTITUTIONS.
Expenses $1,353,727
-
EDUCATION & TRAINING
Expenses $1,206,317 · Revenue $760,514
-
MEMBERSHIP, GRANTS, & OTHER
Expenses $909,695 · Grants $132,925 · Revenue $2,196,011
-
PUBLICATIONS
Expenses $658,531 · Revenue $289,777
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Angel PerezANGEL PEREZ
CHIEF EXECUTIVE OFFICER
- Total calculated
- $458,530
- From this org
- $414,151
- From related orgs
- $0
- Other
- $44,379
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $414,151
- Bonus
- $0
- Other
- $0
- Deferred
- $26,400
- Nontaxable benefits
- $17,979
- Filer's total
- $458,530
-
Shantel Goodman-LuckettSHANTEL GOODMAN-LUCKETT
CHIEF EXPERIENCE OFFICER
- Total calculated
- $242,407
- From this org
- $205,864
- From related orgs
- $0
- Other
- $36,543
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $205,864
- Bonus
- $0
- Other
- $0
- Deferred
- $17,009
- Nontaxable benefits
- $19,534
- Filer's total
- $242,407
-
David HawkinsDAVID HAWKINS
CHIEF EDUCATION & POLICY OFFICER
- Total calculated
- $237,965
- From this org
- $210,634
- From related orgs
- $0
- Other
- $27,331
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $210,634
- Bonus
- $0
- Other
- $0
- Deferred
- $17,008
- Nontaxable benefits
- $10,323
- Filer's total
- $237,965
-
Ashley PerzynaASHLEY PERZYNA
CHIEF OPERATING OFFICER
- Total calculated
- $212,882
- From this org
- $186,537
- From related orgs
- $0
- Other
- $26,345
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $186,537
- Bonus
- $0
- Other
- $0
- Deferred
- $15,056
- Nontaxable benefits
- $11,289
- Filer's total
- $212,882
-
Michelle LucasMICHELLE LUCAS
DATABASE MGMT & INTEGRATIONS DIR.
- Total calculated
- $207,467
- From this org
- $150,541
- From related orgs
- $0
- Other
- $56,926
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $150,541
- Bonus
- $0
- Other
- $0
- Deferred
- $12,939
- Nontaxable benefits
- $43,987
- Filer's total
- $207,467
-
Melanie ParraMELANIE PARRA
CHIEF COMMUNICATIONS OFFICER
- Total calculated
- $198,100
- From this org
- $182,752
- From related orgs
- $0
- Other
- $15,348
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $182,752
- Bonus
- $0
- Other
- $0
- Deferred
- $14,606
- Nontaxable benefits
- $742
- Filer's total
- $198,100
-
Pia BrownPIA BROWN
DIRECTOR, EVENTS & MEETINGS
- Total calculated
- $197,355
- From this org
- $168,420
- From related orgs
- $0
- Other
- $28,935
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $168,420
- Bonus
- $0
- Other
- $0
- Deferred
- $13,965
- Nontaxable benefits
- $14,970
- Filer's total
- $197,355
-
Uzura GarvinUZURA GARVIN
CFO (UNTIL 8/2023)
- Total calculated
- $173,746
- From this org
- $151,617
- From related orgs
- $0
- Other
- $22,129
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $151,617
- Bonus
- $0
- Other
- $0
- Deferred
- $12,378
- Nontaxable benefits
- $9,751
- Filer's total
- $173,746
-
John HollemonJOHN HOLLEMON
DIR. OF DIV., EQUITY & INCL.
- Total calculated
- $175,813
- From this org
- $154,332
- From related orgs
- $0
- Other
- $21,481
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $154,332
- Bonus
- $0
- Other
- $0
- Deferred
- $12,800
- Nontaxable benefits
- $8,681
- Filer's total
- $175,813
-
Khurram BashirKHURRAM BASHIR
DIR. OF INFO. & TECH. SERVICES
- Total calculated
- $140,671
- From this org
- $127,559
- From related orgs
- $0
- Other
- $13,112
- Hours/week
- 35
-
Robert PurdyROBERT PURDY
DIRECTOR, SALES AND MARKETING
- Total calculated
- $135,676
- From this org
- $111,706
- From related orgs
- $0
- Other
- $23,970
- Hours/week
- 35
-
Vern GrangerVERN GRANGER
CHAIR (UNTIL 9/2023)
- Total calculated
- $0
- Hours/week
- 5
-
Angelica MelendezANGELICA MELENDEZ
DIR. THEN CHAIR (CHANGE 10/2023)
- Total calculated
- $0
- Hours/week
- 5
-
Phil MorenoPHIL MORENO
CHAIR-ELECT (FROM 10/2023)
- Total calculated
- $0
- Hours/week
- 5
-
Fiona ReesFIONA REES
IMMEDIATE PAST CHAIR (UNTIL 9/2023)
- Total calculated
- $0
- Hours/week
- 5
-
Eddie PickettEDDIE PICKETT
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Tahirah CrawfordTAHIRAH CRAWFORD
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Jeremy BranchJEREMY BRANCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Nolvia DelgadoNOLVIA DELGADO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Robyn LadyROBYN LADY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Christine LooCHRISTINE LOO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Beth MaglioneBETH MAGLIONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Sanjay MitchellSANJAY MITCHELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Joseph MontgomeryJOSEPH MONTGOMERY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Megan O'RourkeMEGAN O'ROURKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Myra SimpsonMYRA SIMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mark SteinlageMARK STEINLAGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Catie TaylorCATIE TAYLOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kasey UrquidezKASEY URQUIDEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Donnell WigginsDONNELL WIGGINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Don YuDON YU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
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 committee
- 3 · Independent compensation consultant
- 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
-
TRAVEL EXPENSES TO NACAC CONFERENCE. GRANT PROGRAM TO PROVIDE FREE MEMBERSHIP TO HIGH SCHOOLS AND INDIVIDUALS. PROFESSIONAL DEVELOPMENT OPPORTUNITIES AT THE MIDDLE MANAGEMENT INSTITUTE.
-
TRAVEL EXPENSES FOR PARTICIPANTS IN SCHOLARS PROGRAM TO ATTEND CONFERENCE. TRAVEL EXPENSES FOR BOARD MEMBERS TO ATTEND NACAC CONFERENCE.
-
TRAVEL EXPENSES TO NACAC EVENTS (CONFERENCE, GWI). BUS GRANTS TO HIGH SCHOOLS SO THEY COULD ATTEND KYACAC FAIRS. PROFESSIONAL DEVELOPMENT FOR KYACAC MEMBERS.
-
TRANSPORTATION FEES FOR STUDENTS TO CAMP COLLEGE. PROFESSIONAL DEVELOPMENT FOR MEMBERS, INCLUDING SPONSORED MEMBERSHIPS FOR PUBLIC HIGH SCHOOL COUNSELORS. SEED FUNDING FOR MICHIGAN COLLEGE FAIR COMMITTEE. SPEAKER FEES FOR KEYNOTE SPEAKER AT CONFERENCE.
-
TRANSPORTATION GRANTS TO HIGH SCHOOLS SO THEY COULD ATTEND THE MINNESOTA NATIONAL COLLLEGE FAIR.
-
FUNDING FOR THE BOSTON NATIONAL COLLEGE FAIR LOCAL ARRANGEMENTS COMMITTEE. TRAVEL EXPENSES FOR MEMBERS TRAVELING TO THE NACAC NATIONAL CONFERENCE.
-
PROFESSIONAL DEVELOPMENT, INCLUDING TRAINING FOR NEW DEI COMMITTEE. MEMBER ENGAGEMENT AT NACAC CONFERENCE. TRAVEL EXPENSES FOR MEMBER ATTENDING NACAC CONFERENCE AND NJACAC CONFERENCE.
-
SCHOLARSHIPS TOWARD TRAVEL EXPENSES FOR ATTENDEES AT EMERGING LEADERS RETREAT,GWI, AND NACAC NATIONAL CONFERENCE. FUNDING SUPPORT FOR VOLUNTEERS AT CAMP COLLEGE. FUNDING FOR A SCHOLARSHIP FOR A DESERVING HIGH SCHOOL STUDENT.
-
SPEAKER TRAVEL FEES TO PACAC ANNUAL CONFERENCE. TRAVEL EXPENSES FOR LEADERSHIP TO LEAD CONFERENCE AND NACAC CONFERENCE 2023. GRANT FUNDING GIVEN TO ATTENDEES TO ATTEND NACAC CONFERENCE 2023.
-
WISCONSIN ASSOCIATION FOR COLLEGE ADMISSION COUNSELING
$10,000
ANNUAL MEMBERSHIP FEES FOR UNDER-ENGAGED MEMBERSHIP SEGMENTS. TRAVEL EXPENSES FOR LEADERHIP TO ATTEND LEAD CONFERENCE AND NACAC CONFERENCE 2023. SPEAKER FEES FOR SPEAKERS AT WISCONSIN ACAC ANNUAL CONFERENCE.
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
- 202403209349307920
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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