Skip to content
Nonprofiteer
← NATIONAL ASSOCIATION OF COUNTIES RESEARCH FOUNDATION

Form 990 for tax year 2022

Filed by NATIONAL ASSOCIATION OF COUNTIES RESEARCH FOUNDATION.

Totals

Total revenue
$9,041,801
Total expenses
$8,691,272
Contributions and grants received
$7,611,668
Grants paid
$486,987
Program services expenses (Part IX)
$6,467,999
Management and general expenses
$2,223,273
Fundraising expenses
$0
Program service expenses (Part III)
$6,467,999

Program services were 74.4% 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
    $0
    From related orgs
    $270,387
    Other
    $34,916
    Hours/week
    0 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,664 related
    Bonus
    $0 + $30,923 related
    Other
    $0 + $1,800 related
    Deferred
    $0 + $34,916 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $305,303 related

  • MARK RITACCO

    DIRECTOR OF GOVERNMENT AFFAIRS

    Total calculated
    $275,457
    From this org
    $0
    From related orgs
    $244,730
    Other
    $30,727
    Hours/week
    0 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $216,300 related
    Bonus
    $0 + $26,630 related
    Other
    $0 + $1,800 related
    Deferred
    $0 + $30,727 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $275,457 related

  • BRIAN NAMEY

    CHIEF PUBLIC AFFAIRS OFFICER

    Total calculated
    $275,025
    From this org
    $0
    From related orgs
    $242,990
    Other
    $32,035
    Hours/week
    0 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $211,483 related
    Bonus
    $0 + $26,947 related
    Other
    $0 + $4,560 related
    Deferred
    $0 + $32,035 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $275,025 related

  • TERYN ZMUDA

    CHIEF ECONOMIST AND DIRECTOR

    Total calculated
    $274,616
    From this org
    $243,230
    From related orgs
    $0
    Other
    $31,386
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $212,670
    Bonus
    $28,760
    Other
    $1,800
    Deferred
    $31,386
    Nontaxable benefits
    $0
    Filer's total
    $274,616

  • 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
    $195,263
    From related orgs
    $0
    Other
    $24,916
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $169,524
    Bonus
    $22,139
    Other
    $3,600
    Deferred
    $24,916
    Nontaxable benefits
    $0
    Filer's total
    $220,179

  • LARRY JOHNSON

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $6,339
    From this org
    $0
    From related orgs
    $6,339
    Other
    $0
    Hours/week
    1 + 1 related

  • MARY JO McGUIRE

    FIRST VICE PRESIDENT

    Total calculated
    $1,065
    From this org
    $0
    From related orgs
    $1,065
    Other
    $0
    Hours/week
    1 + 1 related

  • DENISE WINFREY

    PRESIDENT

    Total calculated
    $1,045
    From this org
    $0
    From related orgs
    $1,045
    Other
    $0
    Hours/week
    1 + 1 related

  • JAMES GORE

    SECOND 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

  • 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 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 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

The 10 largest by cash amount. The API serves every itemized grant.

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
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202323069349301237

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

The source document this was parsed from is served over the API, which is where bulk and document access live.