2024-09-23T08:52:40-05:00 2023-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-01-01 521721115 National Council of University Research Administrators NATI 2024663894 1015 18th Street NW 901 Washington DC 20036 Kathleen Larmett Executive Director 2024663894 2024-09-04 1 0 Yong Zhang CPA P01249785 7038930300 2024-09-03 2023 2024-08-08 14:25:15Z Kathleen Larmett 1015 18th Street NW 901 Washington DC 20036 7044442 0 X www.ncura.edu X 1959 DC To serve all members by advancing expertise in the profession of research administration. 20 20 17 1631 145075 0 7502 13994 4963453 6652740 98025 191224 156801 138325 5225781 6996283 23038 31960 0 0 2045026 1985382 0 0 0 3730440 4868818 5798504 6886160 -572723 110123 8853192 9644254 3145442 3516014 5707750 6128240 X See Schedule O 0 0 4392818 18000 5350142 Convention/Conferences and Workshops: Forum for members to get together and exchange, disseminate ideas and information related to research administration. 1192090 1154094 Membership Services: Magazine published to help members track development in the field of research administration. 212935 148504 Publications: Various publications to help members keep informed of developments in the field of research administration. The Peer Review Program is a service for members and is intended to assist their institutions in assessing the effectiveness of their sponsored programs operations. The review identifies areas for improvement, best practices, or alternatives that may improve an operation's effectiveness and services. The peer review process is designed to demonstrate accountability, apply consistent standards and expectations, educate program participants, and promote communication among stakeholders. The Council develops a detailed report providing program strengths and recommendations for improvement. The NCURA Research Program provides opportunities for NCURA members, faculty, and staff to innovate and pursue excellence in developing and sustaining critical partnerships and include but are not limited to: Supporting the data-driven needs of NCURA and the profession; identifying, developing and implementing innovative programs for research and education; and building resources for new partnership programs that support global efforts. Research activities include the collection/acquisition of new data and/or in-depth analysis of previously existing data. Topical areas include but are not limited to: Public policy issues and research administration; advancement of technology transfer in research administration and associated challenges and obstacles; analysis of research enterprise models both domestic and global. 13960 13960 Grantmaking - The association awards research and travel grants to individuals and universities. 13960 13960 5811803 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 80 0 1 17 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 1 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 0 0 DC X Kathleen Larmett 2024663894 1015 18th Street NW 901 Washington DC 20036 Bryony Wakefield President 10.00 X X 0 0 0 Kris Monahan Vice President 10.00 X X 0 0 0 Timothy Schailey Treasurer 10.00 X X 1800 0 0 Robyn Remotigue Secretary 10.00 X X 4200 0 0 Ara Tahmassian Immediate Past President 10.00 X X 0 0 0 Eva Bjorndal Board Member 5.00 X 0 0 0 Tolise Dailey Board Member 5.00 X 3600 0 0 Emily Devereux Board Member 5.00 X 0 0 0 Derick Jones Board Member 5.00 X 0 0 0 Laura Kingsley Board Member 5.00 X 0 0 0 Eric Morales Board Member 5.00 X 0 0 0 Kim Moreland Board Member 5.00 X 0 0 0 Jill Mortali Board Member 5.00 X 0 0 0 Dave Richardson Board Member 5.00 X 0 0 0 Matt Richter Board Member 5.00 X 0 0 0 Hollie Schreiber Board Member 5.00 X 1800 0 0 Thomas Spencer Board Member 5.00 X 0 0 0 Ashley Stahle Board Member 5.00 X 0 0 0 Lisa Wottrich Board Member 5.00 X 0 0 0 Susan Zipkin Board Member 5.00 X 0 0 0 Kathleen Larmett Executive Director 55.00 X 202249 0 24988 Tara Bishop Deputy Chief Executive 55.00 X 176134 0 17697 Kati Barber Associate Executive Director 55.00 X 120224 0 20118 Latasha Johnson Director of Operations, 55.00 X 113011 0 11385 Marc Schiffman Executive Editor, NCURA Magazine, 55.00 X 101448 0 10228 724466 0 84416 5 0 1 0 0 13994 13994 Conferences/Workshops 611430 3851980 3776870 75110 Annual meeting 541900 1498162 1498162 Membership dues 541900 1154094 1154094 Publications 541800 148504 101029 47475 6652740 178455 178455 60928 48159 12769 12769 12769 Career center ads 561300 97600 97600 Other income 900099 40725 40725 138325 6996283 6530155 145075 307059 11710 11710 18000 18000 2250 2250 432468 267732 164736 1166169 756278 409891 112884 71777 41107 162918 103589 59329 110943 70542 40401 3361 357 3004 28913 28913 43195 43195 263752 172875 90877 16483 7474 9009 260899 233027 27872 293983 129360 164623 181605 402 181203 300682 300516 166 3290774 3283102 7672 38014 38014 25332 2684 22648 Printing and graphic de 108160 107506 654 Membership dues 8959 8959 Taxes and licenses 4706 1735 2971 O.H. allocation 0 270887 -270887 6886160 5811803 1074357 0 200 200 4005706 4690017 77439 163051 523923 350464 440727 382540 69860 58187 3011341 3388546 1164723 993789 8853192 9644254 514427 425358 1354099 1990256 1276916 1100400 3145442 3516014 X 5549812 5979387 157938 148853 5707750 6128240 8853192 9644254 110123 310367 0 X X 0 1 X 1 0 X 102501 126889 476749 7502 13994 727635 6851761 3879320 3283682 4836737 6530155 25381655 10078 81826 75110 167014 6964340 4006209 3760431 4926065 6619259 26276304 0 0 0 26276304 89676 88915 79555 97384 178455 533985 89676 88915 79555 97384 178455 533985 8255 8255 42878 18083 20833 23101 40725 145620 7096894 4113207 3869074 5046550 6838439 26964164 0.97450 0.97850 0.01980 0.01630 X Schedule A, Part III, Line 12, Explanation of Other Income: Miscellaneous - 2019 Amount: $ 32,800. 2020 Amount: $ 18,083. 2021 Amount: $ 20,833. 2022 Amount: $ 23,101. 2023 Amount: $ 40,725. Fundraising income - 2019 Amount: $ 2,353. gaming income - 2019 Amount: $ 7,725. 16800 9002 7798 423927 373538 50389 58187 Right-of-use assets - operating lease 979407 Deposits 14382 993789 Lease Liabilities - operating lease 1100400 1100400 X 7263455 310367 310367 6953088 43195 43195 6996283 6842965 0 6842965 43195 43195 6886160 Part X, Line 2: The Organization is recognized as a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code and is exempt from income taxes except for taxes on unrelated business activities. No provision for income taxes has been made as there were no unrelated business activities during the years ended December 31, 2023 and 2022. Management has evaluated the Organization's tax positions and concluded that there are no uncertain tax positions that qualify for either recognition or disclosure in the accompanying financial statements. 1 University of Vermont and State Agricultural College 217 Waterman Bldg 85 South Prospect Street Burlington VT 054050160 8463 0 Grant Award - Leader Resilience and Leadership Styles of Director-level Leaders of Sponsored Program Offices: A Mixed Methods Study 1 0 NCURA - Education Fellowship 5 13000 2022 Spring - NCURA Eductaion Scholarhsip Fund 2 5000 Part I, Line 2: Semi-annual and annual reports must be submitted by grantees and reviewed by the association prior to disbursement of funds to the grantees. Individuals are required to submit a report describing their learning experience at the visiting institution before funds are disbursed. X X X X 0 0 0 0 0 0 0 0 0 Kathleen Larmett Executive Director 202249 0 0 0 0 0 20658 0 4330 0 227237 0 0 0 Tara Bishop Deputy Chief Executive 176134 0 0 0 0 0 17621 0 76 0 193831 0 0 0 Part I, Line 3 The National Council of University Research Administrators uses compensation surveys/studies and Form 990s of organizations of similar size and purpose to determine the reasonableness of the Executive Director's compensation. The process is completed by and independent compensation committee consisting of the Board President and Immediate Past President, and is documented in an official letter to the Executive Director which is kept on file. This process was last completed for the Executive Director in 2013. Form 990, Part III, Line 1 To promote the development of more effective policies and procedures relative to the administration of sponsored programs, provide a forum for the dissemination of information, the exchange of ideas and to promote the development of college and university research administration and the administration of other sponsored programs as a professional field. Form 990, Part VI, Section A, line 3 The Executive Committee is comprised of the elected officers (President, Vice-President/President-Elect, Immediate Past President, Secretary, and Treasurer) and the Executive Director of the Council. The Executive Committee has the authority of the full Board between meetings. Form 990, Part VI, Section A, line 6 National Council of University Research Administrators has three classes of members: Regular members - Any person engaged in the administration of sponsored programs in a college or university, a teaching or not for profit hospital, and independent not for profit research institute, or an organization wholly organized and administered by a college or university or a consortium of colleges and universities, or an association or society with individual or institutional members predominantly from colleges and universities, is eligible for membership. Associate members - Any person who is not qualified for membership under the definition of regular member, but whose activities are related to the administration of sponsored programs at colleges and universities, is eligible for associate membership. Emeritus members - Any person who has been an active member or associate member for five years prior to retirement may become an emeritus member or an emeritus associate member. Form 990, Part VI, Section A, line 7a All three classes of the Association's membership may vote to approve the election of the Board of Directors. Form 990, Part VI, Section A, line 7b All three class of the Association's membership may vote to approve amendments to the articles of incorporation or bylaws. Form 990, Part VI, Section B, line 11b The Form 990 is prepared by an independent accounting firm and the Association's management performs a detailed review of the Form 990 prior to filing with the IRS. Form 990, Part VI, Section B, line 12c All staff, Board, and committee members are required to review and sign the conflict of interest policy annually. Any person who notes a current or potential conflict must disclose, on the Association's COI/confidentiality form, to the Executive Director and a management plan is put in place. The Executive Director discloses any current or potential conflict they may have to the Board President. The Executive Director monitors the policy with respect to the Board members and employees, and the Board President monitors the policy with respect to the Executive Director. Any Board member with a conflict of interest would abstain from voting on the matter. Form 990, Part VI, Section B, line 15a National Council of University Research Administrators uses compensation surveys/studies and Form 990s or organizations of similar size and purpose to determine the reasonableness of the Executive Director's compensation. The process is completed by an independent compensation committee consisting of the Board President and Immediate Past President and documented in an official letter to the Executive Director which is also kept on file. This process was last completed for the Executive Director in 2013. Form 990, Part VI, Section C, line 19 The Association makes its governing documents, conflict of interest policy, and financial statements available to the public upon request and to members at the annual meeting. Form 990, Part XII, line 2c The organization's oversight process of audit has been consistent with prior years.