2024-05-09T16:21:40-05:00 2023-06-30 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2022-07-01 136128093 THE NASW FOUNDATION INC NASW 2024088600 750 FIRST ST NE 800 WASHINGTON DC 200028011 SEKOU MURPHY CHIEF FINANCIAL OFFICER 2024088600 2024-05-09 1 SEKOU MURPHY XXX-XX-XXXX 0 JULIA FLANNERY P00928918 4102469300 2024-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR ANTHONY ESTREET 750 FIRST ST NE 800 WASHINGTON DC 200028011 2862496 0 X WWW.NASWFOUNDATION.ORG X 1987 DC TO ENHANCE THE WELL-BEING OF INDIVIDUALS, FAMILIES, AND COMMUNITIES BY (SEE SCHEDULE O) STRENGTHENING THE SOCIAL WORK PROFESSION. 6 6 0 50 0 0 1367400 2359168 7670 7013 195368 166038 71019 750 1641457 2532969 450503 590060 0 0 533621 780971 0 0 32809 453056 601754 1437180 1972785 204277 560184 4034849 4811243 632173 682964 3402676 4128279 X TO ENHANCE THE WELL-BEING OF INDIVIDUALS, FAMILIES AND COMMUNITIES BY STRENGTHENING THE SOCIAL WORK PROFESSION. 0 0 915175 317500 ENGAGING SOCIAL WORKERS IN BOOSTING COVID-19 VACCINE UPTAKE SUPPORTS WORK TO PROMOTE MEMBER AWARENESS OF THE REASONS FOR COVID VACCINE HESITANCY AND TRAIN SOCIAL WORKERS IN BEST PRACTICES TO ADDRESS HESITANCY. DEVELOP RESOURCES, OUTREACH MESSAGING, PRACTICE GUIDELINES AND OTHER MATERIALS THAT ARE RESPONSIVE TO MEMBER NEEDS, INTERESTS, AND ISSUES RELEVANT TO VACCINE HESITANCY. 120088 THE NATIONAL SOCIAL WORK PUBLIC EDUCATION CAMPAIGN SUPPORTS EDUCATING KEY STAKEHOLDERS INCLUDING MEDIA, POLICYMAKERS, EMPLOYERS, SOCIAL WORKERS AND THE PUBLIC ABOUT THE IMPORTANCE OF THE SOCIAL WORK PROFESSION. 67500 67500 LEARNING SPRINGBOARD SUPPORTS SOCIAL WORK IN SAN FRANISCO PUBLIC SCHOOLS. 330632 205060 7013 VARIOUS ADDITIONAL PROGRAMS. 330632 205060 7013 1433395 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 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 1 0 1 0 1 6 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 AL AR CA CT FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM NY OR PA RI SC TN UT VA WI WV AZ CO X SEKOU MURPHY 2024088600 750 FIRST ST NE 800 WASHINGTON DC 200028011 MILDRED C JOYNER NASW PRESIDENT 1.00 4.00 X X 0 0 0 ELVIRA CRAIG DE SILVA CHAIR 1.00 X X 0 0 0 LORRAINE COLE VICE-CHAIR 1.00 X X 0 0 0 CONNIE COMMANDER SECRETARY/TREASURER 1.00 X X 0 0 0 BERNICE HARPER BOARD MEMBER 1.00 X 0 0 0 GLORIA RAMSEY BOARD MEMBER 1.00 X 0 0 0 ANTHONY MCCLAIN NASW FOUNDATION PRES (THRU 12/31/22) 1.50 36.00 X 0 458334 10250 SEKOU MURPHY CFO 3.75 33.75 X 0 134712 3900 ROBERT ARNOLD FOUNDATION DIRECTOR (THRU 8/31/22) 32.50 5.00 X 0 105202 13886 ANTHONY ESTREET NASW FOUNDATION PRES (BEG 2/6/23) 1.50 36.00 X 0 0 0 0 698248 28036 0 0 1 0 FOR THE RECORD PHOTOGRAPHY PUBLIC AFFAIR 5 ROSECROFT DRIVE FREDERICKSBURG VA 22407 COMMUNICATIONS 114648 1 1284968 1074200 2359168 CERTIFICATION 900099 7013 7013 7013 72820 72820 422745 329527 93218 93218 93218 OTHER INCOME 900099 750 750 750 2532969 7013 0 166788 X 513481 513481 76579 76579 605827 315249 275232 15346 12645 6580 5745 320 114717 59694 52117 2906 47782 24864 21707 1211 29075 29075 31306 31306 250229 248916 1313 134624 109624 25000 3297 785 2483 29 78000 38327 37689 1984 24502 2191 22311 29395 29395 STATE REGISTRATION FEES 10919 10919 SUPPLIES AND MATERIALS 5456 4937 519 BANK CHARGES 3701 1819 1788 94 OTHER EXPENSES 1250 954 296 1972785 1433395 506581 32809 292345 1162878 526846 25942 103400 408758 6710 357927 357927 0 0 529011 583231 2583247 2623724 4034849 4811243 391048 205844 393266 241125 83854 632173 682964 X -100593 104651 3503269 4023628 3402676 4128279 4034849 4811243 560184 165419 0 X 0 1 X 1 1 1 X X X 1 NATIONAL ASSOCIATION OF SOCIAL WORKERS 135643515 10 1 410981 0 1 410981 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 3B: DETERMINATION IS MADE ON A CONTINUAL BASIS THROUGH THE MONITORING OF SUPPORTED ORGANIZATION REVENUES AND INVESTMENT INCOME, IN ACCORDANCE WITH THE REQUIREMENTS OF THE IRC SECTION 509(A)(2) PUBLIC SUPPORT TEST. SCHEDULE A, PART IV, SECTION A, LINE 3C: SUPPORT PROVIDED BY THE NASW FOUNDATION TO THE SUPPORTED ORGANIZATION FUNDS THE SUPPORTED ORGANIZATION'S GRANT MAKING ACTIVITIES THAT PROVIDE FOR WORK STUDY PROGRAMS AND OTHER CHARITABLE INITIATIVES THAT ADVANCE THE CHARITABLE MISSION OF THE FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1407671 50000 158434 67500 14707 1533898 1723503 -221580 77202 17050 1407671 1404624 25000 382356 67500 15654 1728826 1480110 25000 -18065 67500 438 14483 1404624 1426277 50000 85898 67500 14565 1480110 1.00000 0 0 15996 15996 0 329215 329215 0 12716 12716 0 0 22305-AAM BAHL & GAYNOR (AFNIX) 509510 F 7942-EDGEWOOD GROWTH (EGFIX) 318074 F 12947-COLUMBIA DIVIDEND (GSFTX) 385569 F 20062-MADISON INVESTORS (MIVIX) 524409 F 32892-PIMCO INC (PONPX) 358513 F 49545-WESTERN ASSET (WATFX) 527649 F 2623724 DUE TO RELATED PARTY 83854 83854 X 2667082 165419 165419 2501663 31306 31306 2532969 1941479 0 1941479 31306 31306 1972785 PART V, LINE 4: THE FOUNDATIONS'S ENDOWMENT CONSISTS OF THREE DONOR RESTRICTED FUNDS, THE INTERNATIONAL RHODA G. SARNAT AWARD FUND ("SARNAT FUND"), THE LEARNING SPRINGBOARD ENDOWMENT FUND ("LEARNING SPRINGBOARD FUND") AND LAWANNA RENEE BARRON SCHOLARSHIP ENDOWMENT FUND. THE SARNAT FUND WAS ESTABLISHED TO PROVIDE A MONETARY PRIZE TO AN INDIVIDUAL, GROUP OR ORGANIZATION THAT HAS SIGNIFICANTLY ADVANCED THE PUBLIC IMAGE OF PROFESSIONAL SOCIAL WORK. THE LEARNING SPRINGBOARD FUND WAS ESTABLISHED FOR THE PURPOSE OF GENERATING EARNINGS TO SUPPORT THE POSITION OF ONE OR MORE SOCIAL WORKERS IN THE SAN FRANCISCO SCHOOL DISTRICT. THE LAWANNA BARRON FUND WAS ESTABLISHED FOR THE PURPOSE TO HELP FUND THE EDUCATION OF ONE BSW OR ONE MSW STUDENT WITH DEMONSTRATED INTEREST, OR EXPERIENCE WORKING IN, RURAL SETTINGS AND/OR HEALTH AND MENTAL HEALTH IN AFRICAN AMERICAN COMMUNITIES. PART X, LINE 2: MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. 1 SAN FRANCISCO UNIFIED SCHOOL DISTRICT 1515 QUINTARA STREET SAN FRANCISCO CA 94116 946000416 GOVT ENTITY 67500 0 SUPPORTS SOCIAL WORK IN SAN FRANCISCO PUBLIC SCHOOLS NATIONAL ASSOCIATION OF SOCIAL WORKERS INC 750 FIRST STREET NE SUITE 800 WASHINGTON DC 20002 135643515 501(C)(6) 410981 0 GRANT TO NASW TO SUPPORT WORK STUDY PROGRAMS AND OTHER CHARITABLE INITIATIVES NATIONAL ASSOCIATION OF BLACK SOCIAL WORKERS INC 2305 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 20020 132779773 501(C)(3) 12500 0 GRANT TO ENGAGE SOCIAL WORKERS IN BOOSTING COVID-19 VACCINE UPTAKE NATIONAL PERINATAL ASSOCIATION INC PO BOX 392 LONEDELL MO 63060 310918076 501(C)(3) 12500 0 GRANT TO ENGAGE SOCIAL WORKERS IN BOOSTING COVID-19 VACCINE UPTAKE 3 1 GOSNELL SCHOLARSHIPS 11 44000 LEADERSHIP SUMMIT 10 1250 HARRIET BLOOMFIELD SCHOLARSHIP 6 7000 FERN CHAMBERLAIN SCHOLARSHIP 1 1000 LYONS SCHOLARSHIP 8 23329 PART I, LINE 2: THE FOUNDATION ENTERS INTO AN AGREEMENT WITH GRANTEES THAT DOCUMENTS THE FOUNDATION'S EXPECTATIONS AND REQUIREMENTS OF GRANTEE PERFORMANCE. THE FOUNDATION DIRECTOR AND GRANT MANAGER ENSURES THAT COMPLIANCE REQUIREMENTS ARE MET BEFORE GRANT FUNDS ARE DISBURSED. THE GRANTEE MUST REPORT AT LEAST QUARTERLY ON THE USE OF GRANT FUNDS WHICH REPORT IS REVIEWED BY THE FOUNDATION AND ANY CORRECTIVE ACTION IS TAKEN. 0 0 0 0 0 0 0 0 0 ANTHONY MCCLAIN NASW FOUNDATION PRES (THRU 12/31/22) 0 453000 0 0 0 5334 0 10250 0 3303 0 471887 0 0 PART I, LINE 3 COMPENSATION SHOWN IN PART VII OF THE FORM 990, AND SCHEDULE J, PAGE 2, PART II, IS PAID BY A RELATED ORGANIZATION OF THE FOUNDATION, THE NATIONAL ASSOCIATION OF SOCIAL WORKERS. THE COMPENSATION DETERMINATION METHODOLOGY OF THE NATIONAL ASSOCIATION OF SOCIAL WORKERS, INC., IS AS FOLLOWS: NASW HAS A COMPENSATION POLICY THAT COVERS COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. FOR THE CHIEF EXECUTIVE OFFICER, THE NASW EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS REQUIRED TO REVIEW COMPARABILITY DATA, INCLUDING BUT NOT LIMITED TO: EXPERT COMPENSATION STUDIES BY INDEPENDENT FIRMS; AND INFORMATION OBTAINED FROM IRS FILINGS OF SIMILAR ORGANIZATIONS. THE BOARD MUST DOCUMENT HOW IT REACHED ITS DECISION REGARDING COMPENSATION. THE DOCUMENTATION MUST INCLUDE THE TERMS OF THE COMPENSATION AND THE DATE IT WAS APPROVED; THE MEMBERS OF THE BOARD WHO WERE PRESENT DURING THE DISCUSSIONS REGARDING COMPENSATION THAT WAS APPROVED AND THOSE WHO VOTED ON IT; THE COMPARABILITY DATA OBTAINED AND RELIED ON, AND HOW THE DATA WAS OBTAINED; AND ANY ACTIONS TAKEN WITH RESPECT TO CONSIDERATION ON THE COMPENSATION BY ANYONE ON THE BOARD WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE DECISION. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 RETURN IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT EXPERT IN THE FIELD OF TAX-EXEMPT ORGANIZATIONS. THE RETURN IS REVIEWED BY THE FINANCIAL AND EXECUTIVE MANAGEMENT OF THE FOUNDATION AND IS THEN REVIEWED BY THE FOUNDATION'S BOARD OF DIRECTORS. ANY CHANGES NOTED DURING THESE REVIEWS ARE MADE PRIOR TO THE RETURN BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE MEMBERS OF THE NASW FOUNDATION BOARD OF DIRECTORS ARE REQUIRED TO REVIEW THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND EXECUTE A STATEMENT AFFIRMING COMPLIANCE WITH THE POLICY. MEMBERS ARE ALSO RESPONSIBLE FOR RECUSING THEMSELVES FROM ANY FOUNDATION MATTERS THAT MAY POSE A CONFLICT WITH THEIR OTHER INTERESTS. MEMBERS ARE NOT ALLOWED TO ACT AS PAID CONSULTANTS TO THE NASW FOUNDATION OR ANY OF ITS AFFILIATES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND TAX RETURNS AVAILABLE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D), AT ITS NATIONAL OFFICE AT 750 FIRST STREET NE, SUITE 800, WASHINGTON, DC 20002. FORM 990, PART IX, LINE 11G WEBINAR CONSULTANT: PROGRAM SERVICE EXPENSES 28,965. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,965. COMMUNICATIONS CONSULTANT: PROGRAM SERVICE EXPENSES 219,951. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 219,951. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,313. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,313. NATIONAL ASSOCIATION OF SOCIAL WORKERS INC 750 FIRST STREET NE STE 800 WASHINGTON DC 20002 135643515 TRADE ASSOCIATION OF SOCIAL WORKERS DE 501(C)(6) N/A 0 NASW POLITICAL ACTION FOR CANDIDATE ELECTION 750 FIRST STREET NE STE 800 WASHINGTON DC 20002 521066364 ELECTION SUPPORT OF CANDIDATES DC 527 NATIONAL ASSOCIATION OF SOCIAL WORKERS INC 0 NASW ASSURANCE SERVICES INC 50 CITIZENS WAY SUITE 304 FREDERICK MD 21701 260401714 OVERSEE NASW'S INSURANCE RELATED PROGRAMS DE N/A C 0 NASW INSURANCE COMPANY 50 CITIZENS WAY SUITE 304 FREDERICK MD 21701 261689940 CAPTIVE INSURANCE COMPANY DC N/A C 0 NASW LEGAL DEFENSE FUND 750 FIRST STREET NE STE 800 WASHINGTON DC 20002 237370193 PROVIDES FINANCIAL SUPPORT FOR LEGAL DC N/A T 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 NATIONAL ASSOCIATION OF SOCIAL WORKERS INC B 410981 COST NATIONAL ASSOCIATION OF SOCIAL WORKERS INC M 488206 COST NATIONAL ASSOCIATION OF SOCIAL WORKERS INC N 78000 COST NATIONAL ASSOCIATION OF SOCIAL WORKERS INC O 777889 COST NATIONAL ASSOCIATION OF SOCIAL WORKERS INC P 902277 COST