Form 990 for tax year 2022

Filed by NATIONAL ASSOCIATION OF COUNTIES.

Totals

Total revenue: $24,927,440
Total expenses: $24,465,963
Contributions and grants received: $0
Grants paid: $2,890,000
Program services expenses (Part IX): $19,359,009
Management and general expenses: $5,106,954
Fundraising expenses: $0
Program service expenses (Part III): $19,359,009

Program services were 79.1% 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

$682,426

From this org

$319,814

From related orgs

$319,814

Other

$42,798

Hours/week

18.75 + 18.75 related

Schedule J breakdown matched by us

Base

$268,914 + $268,914 related

Bonus

$50,000 + $50,000 related

Other

$900 + $900 related

Deferred

$21,399 + $21,399 related

Nontaxable benefits

$0

Filer's total

$341,213 + $341,213 related
DANIEL MELGOZA

CHIEF STRATEGY OFFICER

Total calculated

$305,303

From this org

$270,387

From related orgs

$0

Other

$34,916

Hours/week

37.5

Schedule J breakdown matched by us

Base

$237,664

Bonus

$30,923

Other

$1,800

Deferred

$34,916

Nontaxable benefits

$0

Filer's total

$305,303
MARK RITACCO

DIRECTOR OF GOVERNMENT AFFAIRS

Total calculated

$275,457

From this org

$244,730

From related orgs

$0

Other

$30,727

Hours/week

37.5

Schedule J breakdown matched by us

Base

$216,300

Bonus

$26,630

Other

$1,800

Deferred

$30,727

Nontaxable benefits

$0

Filer's total

$275,457
BRIAN NAMEY

CHIEF PUBLIC AFFAIRS OFFICER

Total calculated

$275,025

From this org

$242,990

From related orgs

$0

Other

$32,035

Hours/week

37.5

Schedule J breakdown matched by us

Base

$211,483

Bonus

$26,947

Other

$4,560

Deferred

$32,035

Nontaxable benefits

$0

Filer's total

$275,025
TERYN ZMUDA

CHIEF ECONOMIST & DIRECTOR

Total calculated

$274,616

From this org

$0

From related orgs

$243,230

Other

$31,386

Hours/week

0 + 37.5 related

Schedule J breakdown matched by us

Base

$0 + $212,670 related

Bonus

$0 + $28,760 related

Other

$0 + $1,800 related

Deferred

$0 + $31,386 related

Nontaxable benefits

$0

Filer's total

$0 + $274,616 related
DEBORAH STOUTAMIRE

CHIEF ADMINISTRATIVE OFFICER

Total calculated

$271,156

From this org

$120,084

From related orgs

$120,084

Other

$30,988

Hours/week

18.75 + 18.75 related

Schedule J breakdown matched by us

Base

$105,121 + $105,121 related

Bonus

$14,063 + $14,063 related

Other

$900 + $900 related

Deferred

$15,494 + $15,494 related

Nontaxable benefits

$0

Filer's total

$135,578 + $135,578 related
ANNA AMSELLE

CHIEF FINANCIAL OFFICER

Total calculated

$261,358

From this org

$115,801

From related orgs

$115,801

Other

$29,756

Hours/week

18.75 + 18.75 related

Schedule J breakdown matched by us

Base

$101,764 + $101,764 related

Bonus

$12,677 + $12,677 related

Other

$1,360 + $1,360 related

Deferred

$14,878 + $14,878 related

Nontaxable benefits

$0

Filer's total

$130,679 + $130,679 related
Ashleigh Holand

Director of County Future Lab

Total calculated

$220,179

From this org

$0

From related orgs

$195,263

Other

$24,916

Hours/week

0 + 37.5 related

Schedule J breakdown matched by us

Base

$0 + $169,524 related

Bonus

$0 + $22,139 related

Other

$0 + $3,600 related

Deferred

$0 + $24,916 related

Nontaxable benefits

$0

Filer's total

$0 + $220,179 related
LARRY JOHNSON

IMMEDIATE PAST PRESIDENT

Total calculated

$6,339

From this org

$6,339

From related orgs

$0

Other

$0

Hours/week

1
MARY JO MCGUIRE

FIRST VICE PRESIDENT

Total calculated

$1,065

From this org

$1,065

From related orgs

$0

Other

$0

Hours/week

1
DENISE WINFREY

PRESIDENT

Total calculated

$1,045

From this org

$1,045

From related orgs

$0

Other

$0

Hours/week

1
JAMES GORE

SECOND 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
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
HERMAN BREUER

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
JD 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
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
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
LISA AFOBBE

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
ROBERT GELDER

DIRECTOR

Total calculated

$0

Hours/week

1
KURT GIBBS

DIRECTOR

Total calculated

$0

Hours/week

1
CHRIS GOETZ

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
G RIKI HOKAMA

DIRECTOR

Total calculated

$0

Hours/week

1
BRENDA HOWERTON

DIRECTOR

Total calculated

$0

Hours/week

1
JEFFREY HUFFMAN

DIRECTOR

Total calculated

$0

Hours/week

1
DANIEL JOYCE

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
JOHN MARREN

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
RICK MOOREFIELD

DIRECTOR

Total calculated

$0

Hours/week

1
CRAGIN MOSTELLER

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
WENDY PIPER

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
STAN PONSTEIN

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
PHYLLIS RANDALL

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
JOSHUA TODD

DIRECTOR

Total calculated

$0

Hours/week

1
WILLIAM TRUEX

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
PERRY TURNER

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
RON WHITEHEAD

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
TERRY WOLF

DIRECTOR

Total calculated

$0

Hours/week

1
JOHNNIE WRIGHT

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
7 · Other non-fixed payments

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
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 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

$2,890,000

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: 2022
Filed: 8 November 2023
IRS schema version: 2022v5.0
Source object: 202333129349301438

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

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