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← NATIONAL ASSOCIATION OF COUNTIES RESEARCH FOUNDATION

Form 990 for tax year 2023

Filed by NATIONAL ASSOCIATION OF COUNTIES RESEARCH FOUNDATION.

Totals

Total revenue
$7,256,826
Total expenses
$9,180,294
Contributions and grants received
$5,933,623
Grants paid
$733,692
Program services expenses (Part IX)
$6,610,118
Management and general expenses
$2,570,176
Fundraising expenses
$0
Program service expenses (Part III)
$6,610,118

Program services were 72.0% 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

  • 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 AND DIRECTOR

    Total calculated
    $277,363
    From this org
    $243,054
    From related orgs
    $0
    Other
    $34,309
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $215,136
    Bonus
    $17,355
    Other
    $10,563
    Deferred
    $34,309
    Nontaxable benefits
    $0
    Filer's total
    $277,363

  • 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
    $41,086
    From related orgs
    $202,374
    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
    $0 + $161,288 related
    Deferred
    $15,515 + $15,515 related
    Nontaxable benefits
    $0
    Filer's total
    $56,601 + $217,889 related

  • ASHLEIGH HOLAND

    DIRECTOR OF COUNTY FUTURE LAB

    Total calculated
    $212,931
    From this org
    $186,655
    From related orgs
    $0
    Other
    $26,276
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $158,634
    Bonus
    $14,101
    Other
    $13,920
    Deferred
    $26,276
    Nontaxable benefits
    $0
    Filer's total
    $212,931

  • MARY JO McGUIRE

    PRESIDENT

    Total calculated
    $3,325
    From this org
    $0
    From related orgs
    $3,325
    Other
    $0
    Hours/week
    1 + 1 related

  • DENISE WINFREY

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $2,750
    From this org
    $0
    From related orgs
    $2,750
    Other
    $0
    Hours/week
    1 + 1 related

  • JD CLARK

    SECOND VICE PRESIDENT

    Total calculated
    $676
    From this org
    $0
    From related orgs
    $676
    Other
    $0
    Hours/week
    1 + 1 related

  • JAMES GORE

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RON BERRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOE BRIGGS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TRACY GRAHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARK POLONCARZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 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 — 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

  • 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 3:
NACORF DOES NOT ITSELF MAKE ANY COMPENSATION DECISIONS, AS THE EXECUTIVE DIRECTOR IS EMPLOYED BY NACO, A RELATED ORGANIZATION. NACO MAKES USE OF THE FOLLOWING IN SETTING EXECUTIVE COMPENSATION: - COMPENSATION COMMITTEE - FORMS 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - APPROVAL BY BOARD OR COMPENSATION COMMITTEE THE EXECUTIVE/COMPENSATION COMMITTEE RECOMMENDS THAT AMOUNT TO BE PAID, AND THE NACO BOARD OF DIRECTORS DECIDES AND APPROVES AT THE NACO ANNUAL BOARD MEETING.
SCHEDULE J, PART 1, LINE 4A:
Anna Amselle-Chief Financial Officer $157,989.
SCHEDULE J, PART 1, LINE 7:
THE NACORF EXECUTIVE DIRECTOR HAS AN ANNUAL BONUS OPTION, WHICH IS TO BE BASED ON THE PERFORMANCE OBJECTIVES DETERMINED ANNUALLY BY THE NACO/RF 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 MUCH 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

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
9 November 2024
IRS schema version
2023v5.1
Source object
202443179349307969

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