2024-05-14T07:08:21-05:00 2023-06-30 351476702 BRADY WARE & SCHOENFELD INC 11175 CICERO DRIVE SUITE 300 ALPHARETTA GA 30022 990 2022-07-01 430716086 NATIONAL ASSOCIATION OF ELEVATOR CONTRACTORS INC NATI 7707609660 1500 KLONDIKE ROAD SW A211 CONYERS GA 30094 RENA COZART EXECUTIVE DIRECTOR 7707609660 2024-05-09 1 RENA COZART 999009999 0 TERESA B SNYDER CPA P00166737 6783509500 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RENA COZART 1500 KLONDIKE ROAD SW A211 CONYERS GA 30094 3213271 0 X WWW.NAEC.ORG X 1952 GA TO SERVE THE INTERESTS OF THE ELEVATOR, ESCALATOR AND ACCESSIBILITY EQUIPMENT INDUSTRY BY PROMOTING SAFE AND RELIABLE VERTICAL TRANSPORTATION THROUGH EDUCATION, NETWORKING WITH PEERS AND EXPOSURE TO NEW TECHNOLOGIES. THE VISION OF NAEC IS TO BE THE PREMIER ASSOCIATION THAT PROVIDES SAFETY, TRAINING AND EDUCATION TO ALL FACETS OF THE ELEVATOR, ESCALATOR AND ACCESSIBILITY EQUIPMENT INDUSTRY. 13 0 17 111 0 0 0 0 2400115 3191018 230677 21687 0 566 2630792 3213271 0 0 0 0 1007392 1176102 0 0 0 1393857 1518904 2401249 2695006 229543 518265 3106868 3852377 1339137 1575656 1767731 2276721 X TO SERVE THE INTERESTS OF THE ELEVATOR, ESCALATOR AND ACCESSIBILITY EQUIPMENT INDUSTRY BY PROMOTING SAFE AND RELIABLE VERTICAL TRANSPORTATION THROUGH EDUCATION, NETWORKING WITH PEERS AND EXPOSURE TO NEW TECHNOLOGIES. THE VISION OF NAEC IS TO BE THE PREMIER ASSOCIATION THAT PROVIDES SAFETY, TRAINING AND EDUCATION TO ALL FACETS OF THE ELEVATOR, ESCALATOR AND ACCESSIBILITY EQUIPMENT INDUSTRY. 0 0 921589 1548375 NAEC HOLDS AN ANNUAL CONVENTION AND EXPO EACH FALL. THIS CONVENTION AND EXPOSITION IS THE LARGEST IN NORTH AMERICA AND PROVIDES ACCESS TO MAJOR SUPPLIERS AND ABUNDANT EDUCATIONAL OPPORTUNITIES. THE 2022 CONVENTION WAS HELD IN LOUISVILLE, KENTUCKY SEPTEMBER 18-21, 2022. THE EMPHASIS OF THE MEETING IS DEFINITELY ON ELEVATOR EDUCATION. THIS PROGRAM WAS THE FOCAL POINT FOR THE NORTH AMERICAN ELEVATOR INDUSTRY IN 2022. THE ATTENDEES BENEFITED FROM AN EXCEPTIONAL TRADE SHOW AND THE UNSURPASSED EDUCATIONAL PROGRAMS. THE EDUCATION DISCUSSIONS WERE HELD IN THE HOTEL PRIOR TO THE EXPO AND THERE WERE ALSO EDUCATIONAL PAVILIONS AVAILABLE ON THE EXPO FLOOR THAT WERE PROVIDING SIMULTANEOUS CLASSES. A TOTAL OF 1,997 INDIVIDUALS ATTENDED THIS MEETING. 201087 204567 IN EARLY SPRING THE NAEC ANNUAL SPRING EDUCATIONAL CONFERENCE WAS HELD, FOCUSING ON KEY MANAGEMENT SUBJECTS. THE 2023 SPRING EDUCATIONAL CONFERENCE WAS HELD APRIL 16-19, 2023, IN WAIKOLOA, HAWAII. A TOTAL OF 200 ATTENDEES PARTICIPATED IN THIS PROGRAM. 17561 40624 THE VERTICAL TRANSPORTATION MANAGEMENT PROGRAM (VTMP) HAS GROWN THIS YEAR, TO A TOTAL OF 101 PARTICIPANTS IN THE PROGRAM. UPON COMPLETION, THIS PROGRAM WILL CROSS-TRAIN EMPLOYEES FROM THE FIELD IN THE BUSINESS ASPECT OF THEIR COMPANY (IE: CONTRACTS, ACCOUNTING, MANAGEMENT, HR). LIKEWISE, THE COLLEGE GRAD, WITH A BUSINESS BACKGROUND, ENTERING THE INDUSTRY COULD ACCESS TECHNICAL COURSES GIVING THEM VALUABLE INSIGHT INTO THE MECHANICAL SIDE OF THE INDUSTRY. 1172620 1397452 1172620 1397452 2312857 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 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 1 0 0 1 17 1 1 1 0 0 0 0 0 0 0 X 13 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 1 1 0 GA X AMANDA SMITH 7707609660 1500 KLONDIKE RD SW STE A211 CONYERS GA 30094 RENA COZART EXECUTIVE DIRECTOR 40.00 X 177882 0 25327 AMANDA SMITH DEPUTY DIRECTOR 40.00 X 102982 0 18643 JOHN TOLAR PRESIDENT 1.00 X 0 0 0 SEAN MADDEN VICE PRESIDENT 1.00 X 0 0 0 MICHAEL JENNINGS II SECRETARY 1.00 X 0 0 0 KAREN KENNEDY DODDS TREASURER 1.00 X 0 0 0 TRAVIS CARLISLE DIRECTOR 0.25 X 0 0 0 STEPHEN GIELAROWSKI DIRECTOR 0.25 X 0 0 0 CHRIS HARRIS DIRECTOR 0.25 X 0 0 0 PHILLIP ISAAC DIRECTOR 0.25 X 0 0 0 WILLIAM D MCGRATH DIRECTOR 0.25 X 0 0 0 LANDON SCOTT VICE TREASURER/DIRECTOR 0.25 X X 0 0 0 ANITA SEYMOUR DIRECTOR 0.25 X 0 0 0 JAMES VARON DIRECTOR 0.25 X 0 0 0 MATTHEW R YELLAND DIRECTOR 0.25 X 0 0 0 DAVID E SMARTE KEY EMPLOYEE 40.00 X 179326 0 14410 LORI WOLKING KEY EMPLOYEE 40.00 X 121769 0 14651 581959 0 73031 4 0 1 0 0 ANNUAL CONVENTION 611600 1548375 1548375 SEMINARS 611600 1103437 1103437 MEMBERSHIP DUES 900099 539206 539206 3191018 21687 21687 OTHER INCOME 900099 566 566 566 3213271 3191018 0 22253 581959 581959 371879 300503 71376 20225 20225 132266 119707 12559 69773 67120 2653 10802 10802 16135 16135 23282 23282 73688 73688 44540 15361 29179 891185 891185 6919 6919 9938 9938 EDUCATION/CERTIFICATION 151894 151894 OTHER 137345 137345 BANK/MERCHANT FEES 73547 73547 RENT 41531 41531 38098 24501 13597 2695006 2312857 382149 0 1844199 2313085 829141 1039890 4949 10936 213635 116869 48374 19281 24109 29093 190835 187573 0 154931 3106868 3852377 83567 68252 1255570 1350023 0 157381 1339137 1575656 X 1767731 2276721 1767731 2276721 3106868 3852377 518265 -9275 0 X X 0 1 X 1 0 0 1 0 48374 19281 29093 29093 CURRENT MATURITIES 38635 OPERATING LEASE LIABILITIES 118746 157381 X 3203996 -9275 -9275 3213271 0 3213271 2695006 0 2695006 0 2695006 PART X, LINE 2: THE FOLLOWING FOOTNOTE RELATED TO UNCERTAINTY IN INCOME TAXES WAS INCLUDED IN THE ORGANIZATION'S FINANCIAL STATEMENTS: "THE ORGANIZATION EVALUATES ANY INCOME TAX BENEFITS GENERATED FROM UNCERTAIN TAX POSITIONS USING A MORE-LIKELY-THAN-NOT OF BEING SUSTAINED UPON EXAMINATION ANALYSIS. IF A TAX BENEFIT IS NOT MORE-LIKELY-THAN-NOT OF BEING SUSTAINED UPON EXAMINATION, THE ORGANIZATION RECORDS A LIABILITY FOR THE RECOGNIZED INCOME TAX BENEFIT. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF INTEREST EXPENSE AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF OTHER EXPENSES. FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, MANAGEMENT BELIEVES THERE ARE NO MATERIAL AMOUNTS OF UNCERTAIN TAX POSITIONS. ADDITIONALLY, THERE WERE NO AMOUNTS OF INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF FINANCIAL POSITION AS OF JUNE 30, 2023 OR 2022 OR THE STATEMENTS OF ACTIVITIES FOR THE YEARS THEN ENDED. FURTHER, ALL YEARS SUBSEQUENT TO JUNE 30, 2019 REMAIN SUBJECT TO EXAMINATION. 0 0 0 RENA COZART EXECUTIVE DIRECTOR 177882 0 0 0 0 0 0 0 25327 0 203209 0 0 0 DAVID E SMARTE KEY EMPLOYEE 179326 0 0 0 0 0 0 0 14410 0 193736 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS SEVERAL CLASSIFICATIONS OF NON-EQUITY MEMBERSHIP FOR WHICH AN ANNUAL MEMBERSHIP FEE IS PAID. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD ELECT THE NEW BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE EXECUTIVE DIRECTOR AND A COPY IS PROVIDED TO THE BOARD MEMBERS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THIS IS ACCOMPLISHED THROUGH MEETINGS WITH THE ORGANIZATION'S BOARD AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS SET BY THE ORGANIZATION'S FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILLINGLY SUPPLIES ITS GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS, AND TAX RETURNS TO INTERESTED PARTIES AS THEY ARE REQUESTED. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.