2024-05-15T18:23:07-05:00 2023-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2022-07-01 521737958 NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS EDUCATION & RESEARCH TRUST NATI 3016570270 4340 EAST WEST HIGHWAY 402 BETHESDA MD 20814 KATHLEEN MINKE NASP EXECUTIVE DIRECTOR 3016570270 2024-05-14 1 KATHLEEN MINKE XXX-XX-XXXX 1 FRANK H SMITH P00639053 2022274000 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREA WALSH 4340 EAST WEST HIGHWAY 402 BETHESDA MD 20814 207592 0 X WWW.NASPONLINE.ORG X 1991 MD SERVE MENTAL HEALTH/EDUCATION NEEDS OF YOUTH; ENCOURAGE SCHOOL PSYCHOLOGY PROFESSIONAL SPECIALTY. 5 5 0 11 0 0 64315 149300 0 0 37908 58292 0 0 102223 207592 27099 27343 0 0 0 0 0 0 0 4728 5222 31827 32565 70396 175027 1648804 1866531 0 0 1648804 1866531 X THE PRIMARY PURPOSE OF THE EDUCATIONAL AND RESEARCH TRUST IS TO SERVE THE MENTAL HEALTH AND EDUCATIONAL NEEDS OF ALL CHILDREN AND YOUTH AND TO ENCOURAGE AND PROVIDE OPPORTUNITIES FOR THE GROWTH OF SCHOOL PSYCHOLOGY AS A PROFESSIONAL SPECIALTY. THE TRUST ALSO ASSISTS WITH THE EDUCATIONAL ADVANCEMENT OF MINORITY INDIVIDUALS IN THE PROFESSION OF SCHOOL PSYCHOLOGY AND WORKS TO INFORM THE PUBLIC ABOUT THE SERVICES AND PRACTICE OF SCHOOL PSYCHOLOGY IN THE SCHOOLS. THE TRUST ALSO WORKS TO ADVANCE THE STANDARDS OF THE PROFESSION OF SCHOOL PSYCHOLOGY TO THE BENEFIT OF ALL CHILDREN AND YOUTH THROUGH ANNUAL SCHOLARSHIPS TO NASP MEMBERS WHO SUBMIT AWARD WINNING PROPOSALS. 0 0 25000 25000 MINORITY SCHOLARSHIP FUND: SCHOLARSHIP PAID TO MINORITY GRADUATE STUDENTS TO ENCOURAGE THEM TO ENTER THE FIELD OF PSYCHOLOGY AFTER GRADUATION IN ORDER TO INFUSE THE PROFESSION WITH DIVERSITY AND CULTURAL AWARENESS TO BENEFIT CHILDREN AND SCHOOL COMMUNITIES ACROSS THE COUNTRY. 4481 ERT GENERAL FUND: EXPENSES TO SUPPORT THE OPERATIONS OF THE NASP-ERT ENTITY. 1647 1647 SCHOOL PSYCHOLOGIST OF THE YEAR: MEMORIAL AWARD RECOGNIZING OUTSTANDING SCHOOL PSYCHOLOGISTS TO INCREASE THE PUBLIC AWARENESS OF THE PROFESSION. 696 696 HENKIN SCHOLARSHIP AWARD: MEMORIAL AWARD RECOGNIZING EXCELLENCE IN APPLIED RESEARCH OR PROGRAM DESIGN BY A SCHOOL PSYCHOLOGIST WHO HAS RECENTLY ENTERED THE PROFESSION OF SCHOOL PSYCHOLOGY. 696 696 31824 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X X PAVEL OBGOLZ 3016570270 4340 EAST WEST HIGHWAY SUITE 402 BETHESDA MD 20814 ANDREA WALSH PRESIDENT 1.00 3.00 X X 0 0 0 NIKKI SUTTON VICE PRESIDENT 1.00 3.00 X X 0 0 0 MEAGHAN GUINEY SECRETARY/TREASURER 1.00 3.00 X X 0 0 0 LOREN HOULE AT-LARGE DIRECTOR 1.00 3.00 X 0 0 0 ANDRIA AMADOR AT-LARGE DIRECTOR 1.00 3.00 X 0 0 0 PAVEL OBGOLZ STAFF LIAISON & NASP COO 1.00 36.50 X 0 223178 21788 LAURA BENSON FORMER STAFF LIAISON & NASP COO 0.00 0.00 X 0 165344 19644 0 388522 41432 0 1 1 0 0 111566 37734 149300 49402 49402 8890 0 8890 8890 8890 207592 0 0 58292 27343 27343 4481 4481 741 741 32565 31824 741 0 303202 432942 1338067 1427739 7535 5850 1648804 1866531 0 0 X 542694 653198 1106110 1213333 1648804 1866531 1648804 1866531 175027 42700 0 X 0 1 X 1 0 X X 1 NASP 237044121 10 1 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, LINE 3B NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS EDUCATION & RESEARCH TRUST (THE TRUST) IS THE SUPPORTING ORGANIZATION FOR THE NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS (THE ASSOCIATION), A 501(C)(6) ORGANIZATION. THE TRUST PERFORMED THE 509(A)(2) TEST FOR THE ASSOCIATION AND FOUND THAT THE ASSOCIATION'S SUPPORT PERCENTAGE EXCEEDS THE 33% MINIMUM OF PUBLIC SUPPORT THAT WOULD BE A REQUIREMENT IF NASP WERE DESCRIBED AS SUCH AN ENTITY. ACCORDINGLY, THE TRUST IS ELIGIBLE TO SUPPORT THE ASSOCIATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 538668 111566 -1196 2343 646695 537377 12000 -8610 2099 538668 525808 12000 -431 537377 509730 12000 5545 1467 525808 494236 12000 5551 2057 509730 0.85961 0.10397 0.03643 0 0 0 X PART V, LINE 4: THE TRUST'S ENDOWMENT FUNDS ARE UTILIZED TO HELP PROVIDE FUNDING FOR THE SCHOOL PSYCHOLOGIST OF THE YEAR FUND, MINORITY SCHOLARSHIP FUND, AND PAUL H. HENKIN, PH.D. SCHOLARSHIP FUND. PART X, LINE 2: THE TRUST EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 MSF SCHOLARSHIP 5 25000 SCHOOL PSYCHOLGIST OF THE YEAR 1 1647 PAUL HENKIN TRUST 1 696 PART I, LINE 2: THE SELECTION CRITERIA FOR STUDENTS ELIGIBLE TO RECEIVE SCHOLARSHIP FUNDS FROM NASP-ERT IS OVERSEEN BY THE MINORITY SCHOLARSHIP PROGRAM COMMITTEE. STUDENTS MUST MAINTAIN CERTAIN ACADEMIC STANDARDS TO CONTINUE TO BE ELIGIBLE FOR THEIR SCHOLARSHIP. IN ORDER TO MONITOR THE USE OF THE GRANT FUNDS, RECIPIENTS ARE REQUIRED TO PROVIDE PERIODIC UPDATES TO OUR EXECUTIVE DIRECTOR AND OTHER DIRECTORS AS NEEDED AND BASED ON WORK BEING DONE. 0 0 0 0 0 0 0 0 0 PAVEL OBGOLZ STAFF LIAISON & NASP COO 0 222987 0 0 0 191 0 0 0 21788 0 244966 0 0 LAURA BENSON FORMER STAFF LIAISON & NASP COO 0 164547 0 0 0 797 0 13164 0 6480 0 184988 0 0 PART I, LINE 3 THE TRUST DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF THE NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS (THE ASSOCIATION), A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(6). THE ASSOCIATION RETAINS THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. THE CONSULTANT PREPARES A COMPARATIVE COMPENSATION ANALYSIS OF APPROXIMATELY 21 ORGANIZATIONS THAT ARE SIMILAR IN SIZE AND MISSION AND BASED ON THAT ANALYSIS WILL MAKE A RECOMMENDATION TO THE PERSONNEL COMMITTEE (PC). THE PC IS CHARGED WITH THE ANNUAL PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR, AS WELL AS REVIEWING THE COMPENSATION ANALYSIS FROM THE CONSULTANT. BASED ON THE CONSULTANT'S ANALYSIS AND RECOMMENDATION, THE PC WILL RECOMMEND AN ANNUAL COMPENSATION PACKAGE TO THE BOARD FOR CONSIDERATION. THE BOARD IS THE GOVERNING BODY THAT FORMALLY APPROVES THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. THE ASSOCIATION ALSO HAS A WRITTEN EMPLOYMENT CONTRACT WITH THE EXECUTIVE DIRECTOR, WHICH ALSO PROVIDES GUIDANCE WITH RESPECT TO COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11B THE TRUST ENGAGES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FEDERAL FORM 990. AFTER THE RETURN IS PREPARED, THE NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS CHIEF OPERATING OFFICER (NASP COO) REVIEWS THE DRAFT FORM 990 FOR ANY CHANGES. ONCE THE RETURN IS REVIEWED AND APPROVED BY THE NASP COO, THE RETURN IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED TO SIGN AN ACKNOWLEDGMENT OF THE CONFLICT OF INTEREST POLICY UPON ELECTION TO THE BOARD OF DIRECTORS AND ON AN ANNUAL BASIS THEREAFTER. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 4340 EAST WEST HIGHWAY SUITE 402 BETHESDA MD 20814 237044121 EDUCATION OH 501(C)(6) N/A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS C 111566