2026-08-28T15:20:50-05:00 2025-12-31 582676261 Rogers & Company PLLC 1775 Tysons Boulevard Suite 1200 McLean VA 22102 990 2025-01-01 521721115 National Council of University Research Administrators NATI 2024663894 1015 18th Street NW 901 Washington DC 20036 Shannon Sutton President 2024663894 2026-08-28 1 Yong Zhang CPA P01249785 7038930300 2026-08-25 2025 Shannon Sutton 1015 18th Street NW 901 Washington DC 20036 9630355 0 X www.ncura.edu X 1959 DC To serve all members by advancing expertise in the profession of research administration. 20 20 21 1806 79895 0 84850 256039 7862225 6928356 424653 300388 135039 111048 8506767 7595831 31590 26204 0 0 2256611 2514346 0 0 0 5804770 5837538 8092971 8378088 413796 -782257 9637296 8598512 3073632 2564862 6563664 6033650 X See Schedule O 0 0 5228181 5000 5286306 Convention/Conferences and Workshops: Forum for members to get together and exchange, disseminate ideas and information related to research administration. 1287962 1408551 Membership Services: Magazine published to help members track development in the field of research administration. 499991 153812 Publications: Various publications to help members keep informed of developments in the field of research administration. 21204 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. Grantmaking - The association awards research and travel grants to individuals and universities. 21204 7016134 1 1 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 83 0 1 21 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 Julio Hernandez-Ferrufino 2024663894 1015 18th Street NW 901 Washington DC 20036 Denise Moody President 0.50 X X 0 0 0 Shannon Sutton Vice President 0.50 X X 0 0 0 Kris Monahan Immediate Past President 0.50 X X 0 0 0 Kayron Clements Gilstrap Treasurer 0.50 X X 1800 0 0 Diane Hillebrand Secretary 0.50 X X 1800 0 0 Eva Bjrndal Board Member 0.50 X 0 0 0 Natalie Buys Board Member 0.50 X 0 0 0 Jennifer Cory Doeschot Board Member 0.50 X 7200 0 0 Jill Allane Frankenfield Board Member 0.50 X 3600 0 0 Katy Gathron Board Member 0.50 X 0 0 0 Melanie Hebl Board Member 0.50 X 0 0 0 Katherine Kissmann Board Member 0.50 X 0 0 0 Rosemary Madnick Board Member 0.50 X 2400 0 0 Danielle McElwain Board Member 0.50 X 0 0 0 Nicole Nichols Board Member 0.50 X 0 0 0 Scott Niles Board Member 0.50 X 0 0 0 Lamar Oglesby Board Member 0.50 X 0 0 0 Geraldine Pierre Board Member 0.50 X 0 0 0 Lori Ann Schultz Board Member 0.50 X 0 0 0 Thomas Spencer Board Member 0.50 X 0 0 0 Kathleen Larmett Executive Director 37.50 X 201447 0 25790 Tara Bishop Deputy Chief Executive 37.50 X 186837 0 18776 Kati Barber Associate Deputy Chief Executive 37.50 X 135441 0 22564 Latasha Johnson Senior Executive, Operations 37.50 X 121941 0 12508 Yuqi Chen Senior Executive, Global Initiatives 37.50 X 116543 0 17521 Emily Ainsworth Senior Director, Regional Membership Services 37.50 X 113587 0 11367 Julio Hernandez-Ferrufino Director of Finance 37.50 X 110000 0 11000 1002596 0 119526 9 0 1 0 0 256039 256039 Conferences/Workshops 611430 3775569 3729282 46287 Membership dues 541900 1408551 1408551 Annual meeting 541900 1329730 1329730 Peer Review 541900 227294 227294 Publications 541800 187212 153812 33400 6928356 247480 247480 2087432 2034524 52908 52908 52908 Other income 900099 64553 64553 Career center ads 561300 45300 45300 Web/e-mail/blast advertising 900099 1195 1195 111048 7595831 6848669 79895 411228 21204 21204 5000 5000 449649 279106 170543 1527080 1061759 465321 151565 97731 53834 246344 158847 87497 139708 90085 49623 28459 28459 28024 28024 39859 39859 441064 315372 125692 65292 44866 20426 284602 255395 29207 447134 155632 291502 191106 3806 187300 374582 374094 488 3689654 3688654 1000 37857 37857 30636 30636 Printing and graphic de 118274 116642 1632 Bad debt 10071 6720 3351 Dues and subscriptions 8262 5513 2749 O.H. allocation 0 307239 -307239 42662 28469 14193 8378088 7016134 1361954 0 200 200 4498105 3083365 173743 233776 402449 433987 471361 405487 37277 65874 3689658 4105998 835864 675312 9637296 8598512 475785 297058 1663937 1507495 933910 760309 3073632 2564862 X 6451284 5923140 112380 110510 6563664 6033650 9637296 8598512 -782257 252243 0 X X 0 1 X 1 0 X 476749 7502 13994 84850 256039 839134 3283682 4836737 6530155 7806781 6894956 29352311 81826 75110 21393 3955 182284 3760431 4926065 6619259 7913024 7154950 30373729 0 0 0 30373729 79555 97384 178455 227007 247480 829881 79555 97384 178455 227007 247480 829881 8255 8255 20833 23101 40725 36405 64553 185617 3869074 5046550 6838439 8176436 7466983 31397482 0.96740 0.97080 0.02640 0.02390 X Schedule A, Part III, Line 12, Explanation of Other Income: Miscellaneous - 2021 Amount: $ 20,833. 2022 Amount: $ 23,101. 2023 Amount: $ 40,725. 2024 Amount: $ 36,405. 2025 Amount: $ 64,553. Fundraising income - gaming income - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16800 11464 5336 454561 394023 60538 65874 Right-of-use assets - operating lease 660929 Deposits 14383 675312 Lease Liabilities - operating lease 760309 760309 X 7808215 252243 252243 7555972 39859 39859 7595831 8338229 0 8338229 39859 39859 8378088 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, 2025 and 2024. 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 Clemson Univerity PO box 931616 Atlanta GA 31193 576000254 501(c)3 9740 0 RAPIDS: Research Administrayion Professional Identity Values Scale University of Florida Board of Trustees 33 Toger Hall Gainsville FL 32611 596002052 501(c)3 6087 0 CRAVE - Cancer Research Administration Virtual Experience University of Missouri Kansas 5211 Rockhill Road Kansas City MO 64110 436003859 501(c)3 5377 0 NCURA Award - An Invest into the variables of research Administrtion Office Staff Size at R2 Institutions 3 0 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 201447 0 0 0 0 0 20658 0 5132 0 227237 0 0 0 Tara Bishop Deputy Chief Executive 186837 0 0 0 0 0 18692 0 84 0 205613 0 0 0 Kati Barber Associate Deputy Chief Executive 135441 0 0 0 0 0 14364 0 8200 0 158005 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.