Skip to content
Nonprofiteer
← NATIONAL DEFENSE INDUSTRIAL ASSOCIATION

Form 990 for tax year 2022

Filed by NATIONAL DEFENSE INDUSTRIAL ASSOCIATION.

Totals

Total revenue
$32,936,174
Total expenses
$31,164,389
Contributions and grants received
$286,994
Grants paid
$1,001,478
Program service revenue
$23,905,763
Investment income
$8,494,361
Other revenue
$249,056
Total assets, end of year
$88,659,502
Total liabilities, end of year
$25,525,604
Net assets or fund balances, end of year
$63,133,898
Program services expenses (Part IX)
$20,283,649
Management and general expenses
$10,880,740
Fundraising expenses
$0
Program service expenses (Part III)
$20,283,649

Program services were 65.1% 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

    $286,994

  • 2a · Program service revenue: MEETING REGISTRATIONS

    total $6,837,999 · related or exempt $6,837,999

  • 2b · Program service revenue: EXHIBITS

    total $6,309,745 · related or exempt $6,309,745

  • 2c · Program service revenue: CHAPTER ACTIVITIES

    total $4,759,587 · related or exempt $4,759,587

  • 2d · Program service revenue: MEMBERSHIP DUES

    total $3,334,458 · related or exempt $3,334,458

  • 2e · Program service revenue: SPONSORSHIPS

    total $1,830,626 · related or exempt $1,830,626

  • 2f · All other program service revenue

    total $833,348 · related or exempt $186,944 · unrelated business $646,404

  • 3 · Investment income

    total $797,104 · excluded $797,104

  • 7a · Gross sales of assets other than inventory

    securities $16,718,987

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

    securities $9,021,730

  • 7c · Gain or loss

    securities $7,697,257

  • 7d · Net gain or loss

    total $7,697,257 · excluded $7,697,257

  • 11a · Other revenue: MISCELLANEOUS

    total $249,056 · excluded $249,056

  • 11e · Other revenue, total

    $249,056

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $288,211 · program services $288,211

  • 2 · Grants to domestic individuals

    total $713,267 · program services $713,267

  • 5 · Compensation of officers, directors and key employees

    total $4,030,317 · program services $1,176,716 · management and general $2,853,601

  • 7 · Other salaries and wages

    total $7,675,612 · program services $5,628,318 · management and general $2,047,294

  • 8 · Pension plan contributions

    total $203,154 · program services $130,117 · management and general $73,037

  • 9 · Other employee benefits

    total $1,053,428 · program services $657,533 · management and general $395,895

  • 10 · Payroll taxes

    total $777,119 · management and general $777,119

  • 11b · Fees: legal

    total $195,343 · program services $8,520 · management and general $186,823

  • 11c · Fees: accounting

    total $57,895 · management and general $57,895

  • 11f · Fees: investment management

    total $168,347 · management and general $168,347

  • 11g · Fees: other

    total $835,927 · program services $431,333 · management and general $404,594

  • 12 · Advertising and promotion

    total $84,143 · program services $84,143

  • 13 · Office expenses

    total $779,978 · program services $231,336 · management and general $548,642

  • 14 · Information technology

    total $1,476,229 · program services $187,397 · management and general $1,288,832

  • 15 · Royalties

    total $8,244 · program services $8,244

  • 16 · Occupancy

    total $1,000,855 · management and general $1,000,855

  • 17 · Travel

    total $583,088 · program services $498,554 · management and general $84,534

  • 19 · Conferences, conventions and meetings

    total $4,831,461 · program services $4,541,526 · management and general $289,935

  • 20 · Interest

    total $103,572 · management and general $103,572

  • 22 · Depreciation, depletion and amortization

    total $320,035 · management and general $320,035

  • 23 · Insurance

    total $117,415 · management and general $117,415

  • 24a · Other expenses: CHAPTER ACTIVITIES

    total $4,228,990 · program services $4,228,990

  • 24b · Other expenses: C.C. PROCESSING FEES

    total $663,447 · program services $565,138 · management and general $98,309

  • 24c · Other expenses: PUBLICATION COSTS

    total $477,052 · program services $477,052

  • 24d · Other expenses: SUBSCRIPTIONS & PUBS.

    total $132,019 · program services $95,655 · management and general $36,364

  • 24e · All other expenses

    total $359,241 · program services $331,599 · management and general $27,642

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,726,646 · end of year $5,246,636

  • 2 · Savings and temporary cash investments

    beginning of year $858,436 · end of year $1,575,100

  • 4 · Accounts receivable

    beginning of year $385,897 · end of year $299,559

  • 9 · Prepaid expenses and deferred charges

    beginning of year $965,131 · end of year $717,745

  • 10a · Land, buildings and equipment: cost or other basis

    $2,455,898

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,951,352

  • 10c · Land, buildings and equipment, net

    beginning of year $761,517 · end of year $504,546

  • 11 · Investments: publicly traded securities

    beginning of year $54,951,121 · end of year $58,076,124

  • 12 · Investments: other securities

    beginning of year $13,747,929 · end of year $12,558,927

  • 15 · Other assets

    beginning of year $10,567,881 · end of year $9,680,865

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,797,430 · end of year $3,908,261

  • 19 · Deferred revenue

    beginning of year $8,739,817 · end of year $9,341,160

  • 23 · Secured mortgages and notes payable

    beginning of year $1,250,000

  • 25 · Other liabilities

    beginning of year $13,088,296 · end of year $12,276,183

  • 27 · Net assets without donor restrictions

    beginning of year $59,331,123 · end of year $61,216,645

  • 28 · Net assets with donor restrictions

    beginning of year $1,757,892 · end of year $1,917,253

Mission and programs · 2022

Mission

AS THE WORLD'S TRUSTED LEADER IN PROFESSIONAL NATIONAL SECURITY AND DEFENSE ASSOCIATIONS, NDIA CONVENES THE MOST THOUGHTFUL AND INNOVATIVE LEADERS TO ADVANCE AND ADVOCATE FOR BEST PRACTICES, INITIATIVES, AND PRODUCTS IN DEFENSE, TO ENSURE THE SAFETY AND SECURITY OF OUR NATION, ITS ALLIES AND PARTNERS. NDIA PROVIDES TRUSTED LEADERSHIP THROUGH THE CONVENING AND COLLABORATION OF GLOBAL LEADERS TO SOLVE THE MOST COMPLEX CHALLENGES IN DEFENSE AND NATIONAL SECURITY.

Activities or mission (Part I)

TO PROMOTE THE SAFETY AND SECURITY OF THE NATION.

  • MEETINGS & EXHIBITS: THE NDIA PROMOTES ACTIVITIES AND FORUMS FOR THE INTERCHANGE BETWEEN INDUSTRY AND GOVERNMENT ON TECHNOLOGY AND ACQUISITION DEVELOPMENTS. IN ADDITION, IT PROVIDES STATE OF THE ART DEFENSE TECHNOLOGY UPDATES AND PROMOTES BETTER MANAGEMENT TECHNIQUES THROUGH SYMPOSIA. NDIA'S DIVISIONS COVER A WIDE SPECTRUM OF INTEREST AREAS THAT ARE IMPORTANT TO THE NATIONAL DEFENSE PREPAREDNESS EFFORT. THE DIVISIONS ARE ORGANIZED TO PROMOTE THE EXCHANGE OF TECHNICAL INFORMATION RELATED TO THE RESEARCH, DEVELOPMENT, PRODUCTION, LOGISTICS, AND MANAGEMENT OF WEAPONS SYSTEMS, POLICY, ASSOCIATED SUPPORT, AND TRAINING AMONG THE DEPARTMENT OF DEFENSE, OTHER FEDERAL GOVERNMENT AND STATE AGENCIES, INDUSTRY, ACADEMIA, AND SCIENTIFIC AGENCIES.

    Expenses $10,826,585 · Grants $302,975 · Revenue $18,312,828

  • ETI, MARKETING & OUTREACH: COSTS ASSOCIATED WITH MARKETING, COMMUNICATION, PUBLIC RELATIONS AND THE ASSOCIATION'S MAGAZINE. THE NATIONAL DEFENSE MAGAZINE IS A MONTHLY MAGAZINE THAT IS PUBLISHED TO HELP EDUCATE GOVERNMENT, INDUSTRY, AND THE PUBLIC REGARDING DEFENSE ISSUES AND RELATED TECHNOLOGY DEVELOPMENTS.

    Expenses $5,228,074 · Grants $76,132 · Revenue $833,348

  • CHAPTERS AND DIVISIONS: THE NDIA AND WID CHAPTERS ARE PART OF THE NDIA ENTITY AND ARE ORGANIZED GEOGRAPHICALLY FOR THE PURPOSE OF ENCOURAGING ACTIVITIES THAT SUPPORT THE ASSOCIATION'S VISION, MISSION, AND GOALS. MANY ARE LOCATED NEAR MAJOR MILITARY COMMANDS, RESEARCH CENTERS, AND DEFENSE AGENCIES AND CONDUCT PROGRAMS TO INFORM THEIR MEMBERS AND COMMUNITIES ABOUT NATIONAL SECURITY AND THE INDUSTRIAL BASE.

    Expenses $4,228,990 · Grants $622,371 · Revenue $4,759,587

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Norquist

    CEO

    Total calculated
    $715,573
    From this org
    $706,816
    From related orgs
    $0
    Other
    $8,757
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $571,816
    Bonus
    $135,000
    Other
    $0
    Deferred
    $8,700
    Nontaxable benefits
    $57
    Filer's total
    $715,573

  • Michael J Bayer

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Lisa S Disbrow

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Arnold L Punaro Usmc Ret

    IMMEDIATE PAST BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Angela M Ambrose

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Armellino Usmc Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Valerie L Baldwin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey W Bohling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John A Bonsell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joseph Bravman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rodney D Bullard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Timothy Byers Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Caswell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christina Cook

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John B Cooper Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kenny Cushing Usafr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Dellaneve

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tomas Diaz De La Rubia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Dietz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jaymie A Durnan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paula Edwards

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard P Formica Usa Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Edward M Fortunato

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert A Geckle Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bruce Gjovig

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David D Halverson Usa Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deirdre Hanford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Hathaway

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stephen C Hedger Ltc Usar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas A Horlander Usa Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Raanan I Horowitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard W Hunt Usn Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gretchen Larsen Idsinga

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Illgen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tamara Jack

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Logan Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jim Kelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John M Kelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard H Klodnicki

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matthew J Kuta

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brett B Lambert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joanna T Lau

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anthony Lazarski Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Daniel A Lerner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lee K Levy II

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Meagan S Linn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Armando Lopez Jr Usa Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ellen M Lord

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ml Mackey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Leigh Madden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Madera

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Masson Usn Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anthony L Mathis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura McAleer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James McAleese Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kris E McGuire

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Megan Milam

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin S Mortensen Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mara A Motherway

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jana Murphy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael A Niggel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Afolabi Ojumu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Terrence O'Shaughnessy Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian E Perry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karen Plaut

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Reginald Robinson Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Betsy Schmid

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Raj Shah

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Edward J Sheehan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jay B Silveria

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert L Simmons

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Craig Siracuse Usn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Springer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James M Stevison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mac Thornberry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Omer C Tooley Usa Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peter B Trainer Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brett Ulander

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Martin Whelan Usaf Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brent Wildasin Usa Ret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael W Wynne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William Glenn Yarborough Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Harold L Yoh III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Boozer

    COS (UNTIL 5/2023)

    Total calculated
    $471,025
    From this org
    $461,184
    From related orgs
    $0
    Other
    $9,841
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $379,284
    Bonus
    $81,900
    Other
    $0
    Deferred
    $9,150
    Nontaxable benefits
    $691
    Filer's total
    $471,025

  • James Robb

    PRESIDENT - NTSA

    Total calculated
    $338,268
    From this org
    $330,338
    From related orgs
    $0
    Other
    $7,930
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,798
    Bonus
    $63,540
    Other
    $0
    Deferred
    $7,930
    Nontaxable benefits
    $0
    Filer's total
    $338,268

  • Tony Lawrence

    CFO/DIRECTOR OF FINANCE

    Total calculated
    $195,952
    From this org
    $167,627
    From related orgs
    $0
    Other
    $28,325
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,627
    Bonus
    $0
    Other
    $0
    Deferred
    $5,142
    Nontaxable benefits
    $23,183
    Filer's total
    $195,952

  • Jen Stewart

    EVP

    Total calculated
    $93,642
    From this org
    $91,674
    From related orgs
    $0
    Other
    $1,968
    Hours/week
    40

  • Hugh Webster

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Mark Lewis

    EXECUTIVE DIRECTOR - ETI

    Total calculated
    $492,363
    From this org
    $460,267
    From related orgs
    $0
    Other
    $32,096
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $366,667
    Bonus
    $93,600
    Other
    $0
    Deferred
    $8,700
    Nontaxable benefits
    $23,396
    Filer's total
    $492,363

  • Christine Klein

    SR. VP MEETINGS

    Total calculated
    $337,563
    From this org
    $321,943
    From related orgs
    $0
    Other
    $15,620
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,388
    Bonus
    $64,555
    Other
    $0
    Deferred
    $7,747
    Nontaxable benefits
    $7,873
    Filer's total
    $337,563

  • Rachel McCaffrey

    SR. VP MEMBERSHIP/WID

    Total calculated
    $305,168
    From this org
    $296,689
    From related orgs
    $0
    Other
    $8,479
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,550
    Bonus
    $59,139
    Other
    $0
    Deferred
    $7,788
    Nontaxable benefits
    $691
    Filer's total
    $305,168

  • Scott Rekdal

    SR. VP MARKETING/COMMUNICATIONS

    Total calculated
    $287,699
    From this org
    $258,388
    From related orgs
    $0
    Other
    $29,311
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,880
    Bonus
    $53,508
    Other
    $0
    Deferred
    $6,421
    Nontaxable benefits
    $22,890
    Filer's total
    $287,699

  • Deborah Dyson

    VP - NTSA

    Total calculated
    $206,396
    From this org
    $195,923
    From related orgs
    $0
    Other
    $10,473
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,915
    Bonus
    $38,008
    Other
    $0
    Deferred
    $2,600
    Nontaxable benefits
    $7,873
    Filer's total
    $206,396

  • Arun Seraphin

    DEPUTY DIRECTOR - ETI

    Total calculated
    $292,274
    From this org
    $284,659
    From related orgs
    $0
    Other
    $7,615
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,159
    Bonus
    $27,500
    Other
    $0
    Deferred
    $7,615
    Nontaxable benefits
    $0
    Filer's total
    $292,274

  • Mitchell Turner

    DIRECTOR OF IT

    Total calculated
    $221,006
    From this org
    $192,261
    From related orgs
    $0
    Other
    $28,745
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,713
    Bonus
    $26,548
    Other
    $0
    Deferred
    $5,310
    Nontaxable benefits
    $23,435
    Filer's total
    $221,006

  • Latosha Hill

    CONTROLLER

    Total calculated
    $190,182
    From this org
    $172,003
    From related orgs
    $0
    Other
    $18,179
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,940
    Bonus
    $23,063
    Other
    $0
    Deferred
    $4,613
    Nontaxable benefits
    $13,566
    Filer's total
    $190,182

  • Stewart Magnuson

    EDITOR - MAGAZINE

    Total calculated
    $177,692
    From this org
    $159,675
    From related orgs
    $0
    Other
    $18,017
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,248
    Bonus
    $21,427
    Other
    $0
    Deferred
    $4,285
    Nontaxable benefits
    $13,732
    Filer's total
    $177,692

  • Rebecca Wostenberg

    RESEARCH FELLOW - ETI

    Total calculated
    $176,627
    From this org
    $167,243
    From related orgs
    $0
    Other
    $9,384
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,503
    Bonus
    $25,740
    Other
    $0
    Deferred
    $4,297
    Nontaxable benefits
    $5,087
    Filer's total
    $176,627

  • Herbert Carlisle

    FORMER CEO

    Total calculated
    $375,691
    From this org
    $370,078
    From related orgs
    $0
    Other
    $5,613
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $76,277
    Bonus
    $190,133
    Other
    $103,668
    Deferred
    $5,383
    Nontaxable benefits
    $230
    Filer's total
    $375,691

  • Wesley Hallman

    FORMER SR. VP POLICY

    Total calculated
    $198,689
    From this org
    $193,999
    From related orgs
    $0
    Other
    $4,690
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $129,338
    Bonus
    $0
    Other
    $64,661
    Deferred
    $4,690
    Nontaxable benefits
    $0
    Filer's total
    $198,689

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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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)

PART I, LINE 1A
THE ASSOCIATION PURCHASED A FIRST CLASS TICKET FOR THE PRESIDENT & CEO.
PART I, LINE 4A
DURING THE YEAR THE FOLLOWING EMPLOYEES RECEIVED SEVERANCE: - HERBERT CARLISLE $103,668 - WESLEY HALLMAN $64,661
PART I, LINE 7
THE ANNUAL INCENTIVE COMPENSATION PLAN IS PERFORMANCE BASED ON FISCAL YEAR ACTIVITIES AND ACCOMPLISHMENTS. BONUS COMPENSATION IS REFLECTED IN PART II, COLUMN (B)(II).

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

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202412269349301311

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.