2025-06-17T13:09:11-05:00 2024-12-31 201518594 RFH PLLC 300 WEST VINE STREET STE 800 LEXINGTON KY 405071812 990 2024-01-01 630734788 NATIONAL ASSOCIATION OF STATE RETIREMENT ADMINISTRATORS NATI 2026248462 449 LEWIS HARGETT CIR STE 290 LEXINGTON KY 40503 DANA BILYEU EXECUTIVE DIRECTOR 2026241419 2025-06-16 1 1 TYLER FALLIN CPA P01633182 8592311800 2024 2025-03-06 01:10:19Z DANA BILYEU 444 NORTH CAPITOL ST NW STE 234 WASHINGTON DC 20001 2259138 0 X WWW.NASRA.COM X 1955 KY TO EDUCATE STATE RETIREMENT ADMINISTRATORS. 11 11 6 0 0 0 1201100 1279928 827682 840010 67021 90552 47722 48648 2143525 2259138 0 0 0 0 1152170 1203247 0 0 0 866946 965278 2019116 2168525 124409 90613 2117746 2109835 882762 784237 1234984 1325598 X THE MISSION OF THE NATIONAL ASSOCIATION OF RETIREMENT ADMINISTRATORS IS TO ENGAGE IN RESEARCH AND EDUCATION ACTIVITIES THAT PROMOTE BEST PRACTICES AMONG ITS MEMBER SYSTEMS. NASRA ALSO ACTS AS A RESOURCE FOR PUBLIC POLICY MAKERS AT THE NATIONAL LEVEL RELATING TO LEGISLATION THAT MIGHT IMPACT THE PUBLIC PENSION INDUSTRY. 0 0 572524 886658 THE ASSOCIATION HOLDS AN ANNUAL NATIONAL CONVENTION OF ADMINISTRATORS, STAFF, AND BOARD MEMBERS OF STATE EMPLOYEES RETIREMENT SYSTEMS TO PROVIDE TRAINING AND UPDATES ON RECENT DEVELOPMENTS. 5414 2000 THE ASSOCIATION CONDUCTS RESEARCH ACTIVITIES AND PROVIDES REPORTS ON VARIOUS ISSUES RELATED TO STATE RETIREMENT SYSTEM ADMINISTRATION. 577938 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 6 1 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X LORI SLAGLE FINANCE MANAGER 8592761147 449 LEWIS HARGETT CIRCLE NO 290 LEXINGTON KY 40503 DAN ANDERSON PRESIDENT 8.00 X X 0 0 0 TRISH BISHOP IMMEDIATE PAST PRESIDENT 6.00 X X 0 0 0 BRIAN GUTHRIE PRESIDENT-ELECT 6.00 X X 0 0 0 KAREN CARRAHER FIRST VICE PRESIDENT 6.00 X X 0 0 0 ERIN LEONARD SECOND VICE PRESIDENT 4.00 X 0 0 0 TOM LEE REGION I VICE PRESIDENT 4.00 X 0 0 0 JEFF FLECK REGION II VICE PRESIDENT 4.00 X 0 0 0 KERRIE V BOSCH REGION III VICE PRESIDENT 4.00 X 0 0 0 ROBYN SMITH REGION IV VICE PRESIDENT 4.00 X 0 0 0 TRACY GUERIN REGION V VICE PRESIDENT 4.00 X 0 0 0 AKIO TAGAWA CHAIR ADVISORY COMMITTEE 4.00 X 0 0 0 TIM MCCLURE ASSOCIATE ADVISORY COMMITT 4.00 X 0 0 0 LARRY LANGER ASSOCIATE ADVISORY COMMITT 4.00 X 0 0 0 FRANK SPOSATO ASSOCIATE ADVISORY COMMITT 4.00 X 0 0 0 JULIE SKEDD ASSOCIATE ADVISORY COMMITT 4.00 X 0 0 0 LESLEY NETTLES ASSOCIATE ADVISORY COMMITT 4.00 X 0 0 0 SHAUNA HEWITT ASSOCIATE ADVISORY COMMITT 4.00 X 0 0 0 JOE NEWTON ASSOCIATE ADVISORY COMMITT 4.00 X 0 0 0 BOB KLAUSNER ASSOCIATE ADVISORY COMMITT 4.00 X 0 0 0 DANA BILYEU EXECUTIVE DIRECTOR 40.00 X 244396 0 36659 KEITH BRAINARD DIRECTOR OF RESEARCH 40.00 X 244332 0 36650 JEANNINE M RAYMOND DIRECTOR OF FEDERAL RELATI 40.00 X 265654 0 39848 ALEX BROWN RESEARCH MANAGER 40.00 X 155000 0 23250 909382 0 136407 4 0 1 0 0 1279928 1279928 CONFERENCE REGISTRATIO 541900 838010 838010 RESEARCH REVENUE 541700 2000 2000 840010 90552 90552 MISCELLANEOUS REVENUE 541610 48648 48648 48648 2259138 888658 0 90552 981162 981162 146457 146457 11449 11449 64179 64179 12500 12500 143892 2696 141196 7862 7862 16408 16408 10888 2718 8170 682412 572524 109888 EXECUTIVE COMMITTEE EXP 89364 89364 1952 1952 2168525 577938 1590587 0 121868 145018 1922946 1900788 13219 5513 12221 26854 47492 31662 2117746 2109835 63024 60114 762810 687428 56928 36695 882762 784237 X 1234984 1325598 1234984 1325598 2117746 2109835 90613 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 PAYROLL LIABILITIES 3182 LEASE LIABILITY 33513 36695 X PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM THE PAYMENT OF TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION AND FOUNDATION ARE NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2021. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT MAY NOT BE ALLOWED. THEREFORE, NO ADJUSTMENTS TO THESE FINANCIAL STATEMENTS HAVE BEEN INCLUDED FOR UNCERTAIN TAX PROVISIONS. X 0 0 0 JEANNINE M RAYMOND DIRECTOR OF FEDERAL RELATI 265654 0 0 0 0 0 39848 0 0 0 305502 0 0 0 DANA BILYEU EXECUTIVE DIRECTOR 244396 0 0 0 0 0 36659 0 0 0 281055 0 0 0 KEITH BRAINARD DIRECTOR OF RESEARCH 244332 0 0 0 0 0 36650 0 0 0 280982 0 0 0 ALEX BROWN RESEARCH MANAGER 155000 0 0 0 0 0 23250 0 0 0 178250 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ALL MEMBERS OF THE ASSOCIATION ARE ALLOWED TO VOTE IN THE ELECTION OF THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A AT EACH ANNUAL MEETING, THE ACTIVE MEMBERS FROM EACH OF THE REGIONS SHALL ELECT A REGIONAL VICE PRESIDENT FROM THEIR ACTIVE MEMBERS. THE NAME OF THE PERSON ELECTED FROM EACH REGION SHALL BE INCLUDED IN THE NOMINATIONS COMMITTEE REPORT TO THE ASSOCIATION. REGIONAL VICE PRESIDENTS SHALL SERVE A TWO-YEAR TERM. THE VICE PRESIDENT OF REGIONS I AND II SHALL BE ELECTED IN ODD NUMBERED YEARS. VICE PRESIDENTS OF REGIONS III, IV, AND V SHALL BE ELECTED IN EVEN NUMBERED YEARS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT AND THEN BY THE SECONDARY PRESIDENT/ ADMINISTRATION CHAIR. A FINAL COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PERSONS COVERED BY THE CONFLICT OF INTEREST POLICY INCLUDE THE ASSOCIATION'S OFFICERS, REGIONAL VICE PRESIDENTS, EXECUTIVE DIRECTOR, DIRECTOR OF FEDERAL RELATIONS, AND THE RESEARCH DIRECTOR. PERSONS COVERED BY THIS POLICY ARE REQUIRED TO ANNUALLY DISCLOSE OR UPDATE ANY INTERESTS ON A CONFLICT OF INTEREST DISCLOSURE FORM. THEY MUST DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES, OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS. THIS INFORMATION IS TO BE PROVIDED TO THE 2ND VICE PRESIDENT. FOR EACH INTEREST DISCLOSED TO THE 2ND VICE PRESIDENT, THE 2ND VICE PRESIDENT WILL DETERMINE WHETHER TO TAKE ACTION, ASSURE FULL DISCLOSURE TO THE EXECUTIVE COMMITTEE AND OTHER INDIVIDUALS COVERED BY THE POLICY OR TO ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ASSOCIATION, OR ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 15 MEMBERS OF THE PERFORMANCE, COMPENSATION & BENEFITS COMMITTEE ARE APPOINTED BY THE PRESIDENT FOR THE PURPOSE OF CONDUCTING AN ANNUAL REVIEW OF THE DUTIES, PERFORMANCE AND SALARY OF THE STAFF. INPUT ON PERFORMANCE AND COMPENSATION OF STAFF WILL BE SOLICITED FROM OTHER MEMBERS OF THE EXECUTIVE COMMITTEE. THE COMMITTEE WILL REVIEW COMPENSATION INFORMATION INCLUDING, BUT NOT LIMITED TO, COMPENSATION COMPARISONS WITH LIKE POSITIONS AND DEMOGRAPHIC DATA. THE COMMITTEE WILL MAKE A RECOMMENDATION TO THE EXECUTIVE COMMITTEE ON THE PERFORMANCE REVIEW AND ANY PROPOSED COMPENSATION ADJUSTMENTS. THE MEMBERS OF THE PERFORMANCE REVIEW COMMITTEE WIL MEET INDIVIDUALLY WITH THE EXECUTIVE DIRECTOR, DIRECTOR OF FEDERAL RELATIONS, AND DIRECTOR OF RESEARCH TO REVIEW THEIR PERFORMANCE AND INFORM THEM OF ANY COMPENSATION ADJUSTMENT. THE EXECUTIVE DIRECTOR WILL MEET WITH THE ADMINISTRATIVE ASSISTANT TO REVIEW HER PERFORMANCE AND INFORM HER OF ANY SALARY ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE RETAINED IN THE ORGANIZATION'S OFFICE AND MADE AVAILABLE UPON REQUEST TO MEMBERS OF THE GENERAL PUBLIC. PERSONS REQUESTING TO VIEW THE DOCUMENTS MAY COME TO THE OFFICE OR IF REQUESTED, THE INFORMATION WILL BE MAILED. FORM 990, PART VI, SECTION A, LINE 1A ACCORDING TO THE ORGANIZATION'S BYLAWS, ONLY THE CHAIRMAN OF THE ADVISORY COMMITTEE CAN VOTE. THEREFORE, THE BOARD MEMBERS WITH * NEXT TO THEIR NAMES ON LINE 1A OF PART VII ARE NOT VOTING MEMBERS OF THE GOVERNING BODY. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. NASRA EDUCATIONAL FOUNDATION 449 LEWIS HARGETT CIRCLE LEXINGTON KY 40503 473189715 TO IMPROVE THE ADMINISTRATION LA 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0