2024-10-17T11:21:16-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 204205838 NATIONAL DISABILITY INSTITUTE INC NATI 2022962040 1701 K STREET NW 1000 WASHINGTON DC 20006 THOMAS E FOLEY EXECUTIVE DIRECTOR 2022962040 2024-10-17 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2024-10-15 13:58:12Z X THOMAS E FOLEY 1701 K STREET NW 1000 WASHINGTON DC 20006 10865128 0 X WWW.NATIONALDISABILITYINSTITUTE.ORG X 2006 MD SEE PART III, LINE 1. 12 11 53 12 0 0 9868579 6057155 1629883 4527857 18684 274946 13030 5170 11530176 10865128 0 0 0 0 3688247 4534218 0 0 325141 1830714 4841985 5518961 9376203 6011215 1488925 10367427 13489820 939468 2551923 9427959 10937897 X NDI IS DEDICATED TO BUILDING A BETTER ECONOMIC FUTURE FOR PEOPLE WITH DISABILITIES AND THEIR FAMILIES THROUGH FINANCIAL EDUCATION, ASSET DEVELOPMENT, PUBLIC EDUCATION, POLICY DEVELOPMENT TRAINING, TECHNICAL ASSISTANCE, AND INNOVATIVE COLLABORATIONS WITH GOVERNMENT, FINANCIAL INSTITUTIONS, EMPLOYERS, AND COMMUNITY ORGANIZATIONS. 0 0 3251856 1753000 ABLE DRRP: FINANCIAL ENGAGEMENT AS A GATEWAY TO COMMUNITY PARTICIPATION: A MULTI-LEVEL INTERVENTION STUDY - FUNDER: NATIONAL INSTITUTE ON DISABILITY, INDEPENDENT LIVING, AND REHABILITATION RESEARCH (NIDILRR); ADMINISTRATION FOR COMMUNITY LIVING (ACL); U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS)OVERVIEW: ABLE DRRP IS A MULTI-LEVEL INTERVENTION STUDY THAT WILL: A) SERVE 250 YOUNG ADULTS, AGE 18-24, WHO ARE IN RECEIPT OF VIRGINIA VOCATIONAL REHABILITATION SERVICES, RECEIVE SSI OR SSDI, AND ARE LIVING IN ONE OF THREE TARGETED COMMUNITIES - THROUGH A CONTROL GROUP (125 PARTICIPANTS) AND AN INTERVENTION GROUP (125 PARTICIPANTS). B) PROVIDE EACH PARTICIPATING YOUNG ADULT IN THE INTERVENTION GROUP WITH THE FOLLOWING INTERVENTION ACTIVITIES: I. TARGETED FUTURES PLANNING, II. FINANCIAL EDUCATION, III. ABLE ACCOUNT OPENING AND MANAGEMENT ASSISTANCE, IV. $100 IN ABLE ACCOUNT, AND V. FINANCIAL COACHING. C) SURVEY EACH PARTICIPATING YOUNG ADULT IN THE INTERVENTION GROUP TO UNDERSTAND THE IMPACT OF THE INTERVENTION ON THEIR LEVEL OF COMMUNITY PARTICIPATION AND LIVING. D) SURVEY EACH PARTICIPATING YOUNG ADULT IN THE CONTROL GROUP TO UNDERSTAND THEIR LEVEL OF COMMUNITY PARTICIPATION AND LIVING. E) ANALYZE FINDINGS TO PREPARE KNOWLEDGE TRANSLATION MATERIALS FOR USE BY THE FIELD. THIS WILL BE THE FIRST DATA OF ITS KIND DATA TO BETTER UNDERSTAND INFLUENCES ON THE USE OF ABLE ACCOUNTS AND THEIR IMPACT ON THE COMMUNITY PARTICIPATION OUTCOMES OF YOUNG ADULTS WITH DISABILITIES. 2405587 1296796 FINANCIAL EMPOWERMENT PROGRAMS - FUNDERS: PRIVATE SECTOR PARTNERSHIPS INCLUDING BANK OF AMERICA, CITI COMMUNITY DEVELOPMENT, JP MORGAN CHASE, PRUDENTIAL, TD BANK, AND WELLS FARGOOVERVIEW: FINANCIAL EMPOWERMENT PROGRAMS PROVIDE PROJECTS AND ACTIVITIES ACROSS THE COUNTRY THAT MEET THE INSTITUTE'S MISSION TO BUILD A BETTER ECONOMIC FUTURE FOR INDIVIDUALS WITH DISABILITIES. FINANCIAL EMPOWERMENT PROGRAMS USE TECHNOLOGY, CROSS-COLLABORATION STRATEGIES WITH DIVERSE PARTNERS, AND NDI'S MARKETING, COMMUNICATION, EDUCATION AND TRAINING AND TECHNICAL ASSISTANCE STRATEGIES TO BUILD DISABILITY INCLUSIVE PRACTICES AND ADVANCE ECONOMIC STABILITY AND MOBILITY FOR LOW-INCOME INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES. NDI INVITES ORGANIZATIONS AND INDIVIDUALS FROM THE FIELD (DISABILITY-FOCUSED AND FINANCIAL EMPOWERMENT-FOCUSED) TO RECEIVE FREE TRAINING AND TECHNICAL ASSISTANCE THROUGH OUR NDI WEBSITE, OUR FINANCIAL RESILIENCE CENTER PAGES, WEBINARS, NEWSLETTERS, AND OTHER MEDIA, AND THROUGH THE ABLE NATIONAL RESOURCE CENTER.FINANCIAL RESILIENCE CENTER - FUNDER: WELLS FARGOOVERVIEW: THE FINANCIAL RESILIENCE CENTER (FRC) PROVIDES RESOURCES TO HELP PEOPLE WITH DISABILITIES AND CHRONIC HEALTH CONDITIONS RESPOND TO THE FINANCIAL CHALLENGES OF THE COVID-19 PANDEMIC. THE FRC IS AN ONLINE HUB TO ANSWER FREQUENTLY ASKED QUESTIONS ABOUT: COVID-19 STIMULUS; EMPLOYMENT AND UNEMPLOYMENT; PUBLIC BENEFITS; MONEY MANAGEMENT; HOUSING, FOOD AND HEALTHCARE; SCAMS; AND MORE. THE FRC PROVIDES NEEDED INFORMATION AND RESOURCES TO HELP PEOPLE WITH DISABILITIES NAVIGATE FINANCIALLY THROUGH THE COVID-19 CRISIS.FINANCIAL WELLNESS INITIATIVE - FUNDER: ILLINOIS COUNCIL ON DEVELOPMENTAL DISABILITIESOVERVIEW: NDI-LED TRAINING OF DISABILITY SERVICE PROVIDERS WHO WILL IN TURN TRAIN INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES ON FINANCIAL WELLNESS STRATEGIES. CORE STRATEGIES INCLUDE TRAINING ON IMPROVED UTILIZATION OF PUBLIC BENEFITS, FAVORABLE TAX PROVISIONS, SOCIAL SECURITY WORK INCENTIVES AND MATCHED SAVINGS PLANS AND FINANCIAL EDUCATION AND COACHING TECHNIQUES. 1476385 795885 PROJECT E3 - VOCATIONAL REHABILITATION TECHNICAL ASSISTANCE CENTER - TARGETED COMMUNITIES (VRTAC-TC) - FUNDER: DEPARTMENT OF EDUCATION REHABILITATION SERVICES ADMINISTRATION THROUGH A SUBCONTRACT WITH SOUTHERN UNIVERSITYOVERVIEW: PROVIDE TECHNICAL ASSISTANCE (TA) TO STATE VOCATIONAL REHABILITATION AGENCIES (SVRAS) AND THEIR PARTNERS, ADDRESSING BARRIERS TO VR PARTICIPATION AND COMPETITIVE, INTEGRATED EMPLOYMENT OF HISTORICALLY UNDERSERVED GROUPS OF INDIVIDUALS WITH DISABILITIES. INTENSIVE TA IS PROVIDED ONSITE THROUGH LONG-TERM SERVICE DELIVERY RELATIONSHIPS WITH LOCAL VR AGENCY PERSONNEL AND COMMUNITY-BASED PARTNERS IN ECONOMICALLY DISADVANTAGED COMMUNITIES IDENTIFIED BY THE SVRAS.WORKFORCE INNOVATION TECHNICAL ASSISTANCE CENTER ON QUALITY MANAGEMENT (WINTAC-QM) - FUNDER: DEPARTMENT OF EDUCATION REHABILITATION SERVICES ADMINISTRATION THROUGH A SUBCONTRACT WITH THE INTERWORK INSTITUTE AT SAN DIEGO STATE UNIVERSITYOVERVIEW: WINTAC-QM IS A NEW ITERATION OF PREVIOUSLY FUNDED WORK CALLED WORKFORCE INNOVATION TECHNICAL ASSISTANCE CENTER (WINTAC) ESTABLISHED TO PROVIDE SUPPORT TO SVRA'S IN IMPLEMENTING THE WORKFORCE INNOVATION AND OPPORTUNITY ACT (WIOA) AND INCREASING AGENCY CAPACITY TO RESPOND TO POPULATIONS WITH SIGNIFICANT CHALLENGES.WINTAC-QM NARROWS THE FOCUS TO QUALITY MANAGEMENT OF SVRAS TO IMPROVE EMPLOYMENT OUTCOMES FOR PEOPLE WITH DISABILITIES IN PARTICIPATING STATES. OUR ROLE IN THE PROJECT IS TO ADVISE SVRAS ON THE OPPORTUNITIES AVAILABLE UNDER THE COMMUNITY REINVESTMENT ACT (CRA). CRA RULES PROMOTE PARTNERSHIPS THAT CREATE WORK OPPORTUNITIES AND IMPROVE EMPLOYMENT OUTCOMES FOR MARGINALIZED COMMUNITIES. 628835 338990 OTHER ECONOMIC EMPOWERMENT, EMPLOYMENT AND RESEARCH ACTIVITIES - FUNDER: VARIOUSTHROUGHOUT EACH CALENDAR YEAR, NDI COMPLETES ACTIVITIES THAT MEET OUR MISSION BUT ARE NOT LARGE ENOUGH TO BE CLASSIFIED AS A PROJECT. THESE ACTIVITIES ARE TYPICALLY COMPLETED OVER A SHORT PERIOD OF TIME AND FULFILL A SPECIFIC SET OF TASKS, DELIVERABLES OR SCOPE OF WORK. 497836 268372 LEAD CENTER - FUNDER: DEPARTMENT OF LABOR, OFFICE OF DISABILITY EMPLOYMENT POLICY THROUGH A SUBCONTRACT WITH SOCIAL POLICY RESEARCH ASSOCIATESOVERVIEW: THE LEAD CENTER - KNOWN FORMALLY AS THE NATIONAL CENTER ON LEADERSHIP FOR THE EMPLOYMENT AND ECONOMIC ADVANCEMENT OF PEOPLE WITH DISABILITIES (LEAD) - IS A COLLABORATIVE OF DISABILITY, WORKFORCE AND ECONOMIC EMPOWERMENT ORGANIZATIONS DEDICATED TO IMPROVING EMPLOYMENT AND ECONOMIC ADVANCEMENT OUTCOMES FOR ALL PEOPLE WITH DISABILITIES. THE LEAD CENTER IS CONTINUING ITS WORK (A) TO PROMOTE EQUAL OPPORTUNITY WITHIN THE BROADER WORKFORCE SYSTEM FOR YOUTH AND ADULTS WITH DISABILITIES; (B) TO ADVANCE THE DEVELOPMENT OF INCLUSIVE CAREER PATHWAYS USING THE INTERACTIVE ROAD TO INCLUSIVE CAREER PATHWAYS ON THE LEAD WEBSITE; (C) TO SUPPORT ECONOMIC ADVANCEMENT AND FINANCIAL LITERACY FOR YOUTH AND ADULTS WITH DISABILITIES; AND (D) TO PROVIDE UP-TO-DATE DATA TO THE FIELD ON EMPLOYMENT AND RELATED OUTCOMES FOR PEOPLE WITH DISABILITIES. 113484 61177 DISABILITY EMPLOYMENT TECHNICAL ASSISTANCE - FUNDER: US DEPARTMENT OF LABOR, EMPLOYMENT AND TRAINING ADMINISTRATION THROUGH A SUBCONTRACT WITH MAHER AND MAHEROVERVIEW: THE DISABILITY EMPLOYMENT PROJECT IMPROVES COORDINATION BETWEEN THE PUBLIC WORKFORCE SYSTEM AND INDUSTRY TO HELP BUSINESSES MEET THEIR WORKFORCE NEEDS BY RECRUITING, HIRING, AND TRAINING INDIVIDUALS WITH DISABILITIES. A KEY ASPECT OF THIS IS TO SHARE BEST AND PROMISING PRACTICES WITH THE WORKFORCE SYSTEM AND PARTNERS THROUGH THE WORKFORCE GPS TECHNICAL ASSISTANCE PLATFORM, TO ACCELERATE THE ADOPTION OF SUCH PRACTICES ACROSS THE COUNTRY. 25300 13639 AMERICAN DREAM EMPLOYMENT NETWORK - FUNDER: SOCIAL SECURITY ADMINISTRATIONOVERVIEW: ADEN IS A NATIONAL ADMINISTRATIVE EMPLOYMENT NETWORK PROVIDING FACE- TO-FACE EMPLOYMENT SERVICES TO TICKET HOLDERS THROUGH A NETWORK OF PROVIDERS ACROSS THE COUNTRY CALLED ADEN MEMBERS. ADEN PROVIDES SUPPORTS TO STATE AND LOCAL WORKFORCE INVESTMENT BOARDS (WIBS), COMMUNITY REHABILITATION PROVIDERS AND OTHER QUALIFIED AND INTERESTED COMMUNITY PARTNERS ACROSS THE COUNTRY, BY OFFERING ADMINISTRATIVE SOLUTIONS AND ONGOING TRAINING AND TECHNICAL ASSISTANCE TO ITS MEMBERS. 1265455 682178 8399283 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 111 0 1 53 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THOMAS E FOLEY 2022962040 1701 K STREET NW 1000 WASHINGTON DC 20006 MICHAEL JENSEN BOARD CHAIR 0.50 X X 0 0 0 PAULA KELLEY VICE CHAIR 0.50 X 0 0 0 JANET HAMER TREASURER 0.50 X X 0 0 0 DAN HARTNETT SECRETARY 0.50 X X 0 0 0 ALEXANDRA MCARTHUR BOARD MEMBER 0.50 X 0 0 0 JESSICA VANSCAVISH BOARD MEMBER 0.50 X 0 0 0 KAMILAH MARTIN-PROCTOR BOARD MEMBER 0.50 X 0 0 0 PAMELA OWENS BOARD MEMBER 0.50 X 0 0 0 WIL LEWIS BOARD MEMBER 0.50 X 0 0 0 SUSAN TACHAU BOARD MEMBER (UNTIL 08/23) 0.50 X 0 0 0 ANDREW MCCARTNEY BOARD MEMBER 0.50 X 0 0 0 OSCAR JIMENEZ-SOLOMON BOARD MEMBER 0.50 X 0 0 0 THOMAS FOLEY EXECUTIVE DIRECTOR 40.00 X 223157 0 22043 ELIZABETH JENNINGS DEPUTY DIRECTOR 40.00 X 185485 0 15775 LAURA GLENECK EMPLOYMENT DIVISION DIR. 40.00 X 134543 0 18649 KATHY BRANNIGAN DIRECTOR OF MARKETING 40.00 X 126577 0 17954 GAIL WATSON DIRECTOR OF FINANCE & HR 40.00 X 118189 0 13240 RAMONIA ROCHESTER DIRECTOR OF RESEARCH 40.00 X 109062 0 9017 MARIA JARAMILLO FINANCIAL EMPOWERMENT DIV. DIR 40.00 X 104804 0 12946 1001817 0 109624 12 0 1 0 0 2842494 3214661 6057155 CONTRACTS 900099 3378296 3378296 ADMIN. FEES 900099 1028489 1028489 CONSULTING FEES 900099 121072 121072 4527857 274946 274946 OTHER REVENUE 900099 5170 5170 5170 10865128 4533027 0 274946 X 446460 229664 110850 105946 3403144 3133863 210267 59014 133232 108290 18183 6759 260143 232078 20107 7958 291239 225730 43675 21834 45298 30200 15098 3875700 3848082 18414 9204 71764 58080 9123 4561 31528 21468 6706 3354 167902 146988 13943 6971 79706 9465 46830 23411 155961 128251 18474 9236 183 122 61 10739 7160 3579 9988 6659 3329 OTHER MISCELL. COSTS 143275 82841 40291 20143 DUES AND SUBSCRIPTIONS 83747 36691 31372 15684 DISABILITY ACCOMMODATIO 81869 81840 19 10 PROGRAM 47424 47212 141 71 36901 8740 19243 8918 9376203 8399283 651779 325141 310070 221127 8342968 11169080 1132921 1485717 171841 103593 54319 67031 227339 223592 14486 3747 328949 331278 11873 108247 10367427 13489820 838967 1052735 85234 1389237 15267 109951 939468 2551923 X 6121723 7182552 3306236 3755345 9427959 10937897 10367427 13489820 X 1488925 26079 -5066 X 0 1 X 1 1 1 X 2260048 3926869 2478285 9868579 6057155 24590936 2260048 3926869 2478285 9868579 6057155 24590936 5929092 18661844 36688 19160 7556 18684 274946 357034 793 16627 8611 13030 5170 44231 24992201 10514315 0.74670 0.72220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 157195 157195 0 70144 66397 3747 3747 LEASE LIABILITY 109951 109951 11298993 26079 407786 433865 10865128 0 10865128 9783989 407786 407786 9376203 0 9376203 X X X 0 0 0 0 0 0 0 1 0 THOMAS FOLEY EXECUTIVE DIRECTOR 213352 0 9805 0 0 0 11594 0 10449 0 245200 0 0 0 ELIZABETH JENNINGS DEPUTY DIRECTOR 185485 0 0 0 0 0 8375 0 7400 0 201260 0 0 0 LAURA GLENECK EMPLOYMENT DIVISION DIR. 134543 0 0 0 0 0 6468 0 12181 0 153192 0 0 0 PART I, LINE 7 THOMAS FOLEY, EXECUTIVE DIRECTOR, RECEIVED A PERFORMANCE BASED BONUS OF $9,805 DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. THE BOARD RECEIVED A COPY OF THE 990 BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO THE ANNUAL BOARD MEETING, A REQUEST IS FORWARDED TO EACH BOARD MEMBER REMINDING HIM/HER TO DISCLOSE ALL INTERESTS HE/SHE MAY HAVE THAT COULD POSSIBLY POSE A CONFLICT OF INTEREST WITH NDI. STAFF ALSO ANNUALLY SIGN A CONFLICT OF INTEREST CERTIFICATE. ANY POTENTIAL CONFLICTS MUST BE BROUGHT TO THE ATTENTION OF THE PRESIDENT OF THE BOARD. ANY BOARD MEMBER WITH A POTENTIAL CONFLICT MUST RECUSE HIMSELF/HERSELF FROM THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT OR POSITION STATEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE SALARY OF THE EXECUTIVE DIRECTOR AND COMPARES IT TO SALARY SURVEYS AND OTHER LIKE DOCUMENTATION. A PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR IS ALSO PERFORMED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE RECOMMENDATION OF THE COMMITTEE IS INCLUDED IN MINUTES OF THE ANNUAL BOARD OF DIRECTORS MEETING. THE MOST RECENT REVIEW WAS PERFORMED IN JANUARY 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTOR: PROGRAM SERVICE EXPENSES 648,176. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 648,176. CONSULTING: PROGRAM SERVICE EXPENSES 3,199,906. MANAGEMENT AND GENERAL EXPENSES 10,081. FUNDRAISING EXPENSES 5,039. TOTAL EXPENSES 3,215,026. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,333. FUNDRAISING EXPENSES 4,165. TOTAL EXPENSES 12,498. FORM 990, PART XI, LINE 9: ADOPTION OF ASU 2016-13 -5,066.