2025-11-17T16:23:53-06:00 2024-12-31 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990 2024-01-01 730977884 NATIONAL ASSOCIATION OF LEGAL ASSISTANTS INC NATI 9185876828 6450 S LEWIS AVE SUITE 250 TULSA OK 74136 VANESSA E FINLEY CEO 9185876828 2025-11-17 1 0 ASHLEY M FOGLE P01258800 4058482020 2025-11-17 2024 2025-03-06 01:10:19Z VANESSA E FINLEY 6450 S LEWIS AVE SUITE 250 TULSA OK 74136 2292607 0 X WWW.NALA.ORG X 1975 OK THE ORGANIZATION SEEKS TO PROVIDE EXCEPTIONAL CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT DESIGNED SPECIFICALLY TO ADVANCE PARALEGALS AND OTHER LEGAL PROFESSIONALS IN THEIR CAREERS. NALA CONNECTS MEMBERS WITH THEIR PEERS ACROSS THE NATION AND OPENS DOORS OF KNOWLEDGE AND OPPORTUNITY. 13 13 17 76 44302 0 0 0 2117009 2072807 10174 18656 148508 172614 2275691 2264077 0 0 0 0 1123644 1055933 0 0 0 1235955 1303172 2359599 2359105 -83908 -95028 817323 703942 836864 805139 -19541 -101197 EQUIPPING PARALEGALS FOR THE CHALLENGES OF THE FUTURE THROUGH CERTIFICATION, PROFESSIONAL DEVELOPMENT, AND ADVOCACY. 0 0 ANNUAL MEETING & CONFERENCE SESSION FOR MEMBERS: 853 ATTENDED THE 2024 NALA CONFERENCE. MEETINGS & CONFERENCE SESSIONS ARE DESIGNED AS PROFESSIONAL DEVELOPMENT PROGRAMS AND TO PROVIDE CONTINUING EDUCATION TO PARALEGALS. CERTIFYING BOARD: 1,111 PARALEGALS PARTICIPATED IN THE CERTIFIED PARALEGAL PROGRAM IN 2024 AND 443 ENROLLED IN ADVANCED CERTIFICATION PROGRAMS. PROGRAMS ARE DESIGNED AS PROFESSIONAL DEVELOPMENT PROGRAMS AND TO PROVIDE CONTINUING EDUCATION. 0 0 0 1 0 0 0 0 0 1 0 0 1 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 1 12 0 1 17 1 1 1 0 0 0 1 1 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X X PAUL WATSON 9185876828 6450 S LEWIS AVE SUITE 250 TULSA OK 74136 CHERYL NODARSE PRESIDENT 20.00 X X 0 0 0 PEONCA GRIER VICE PRESIDENT 20.00 X X 0 0 0 VICKI KASPER TREASURER 20.00 X X 0 0 0 DEBBY SAWYER SECRETARY 10.00 X X 0 0 0 MELISSA KLIMPEL AFFILIATED ASSOCIATIONS DI 10.00 X 0 0 0 CLAIRE SMITH AREA 1 DIRECTOR 5.00 X 0 0 0 LISA STONE AREA 2 DIRECTOR 5.00 X 0 0 0 KRISTINE CUSTODIO SUERO AREA 3 DIRECTOR 5.00 X 0 0 0 JEANNE ELLIOTT AT LARGE DIRECTOR 5.00 X 0 0 0 BRIDGET STUHR AT LARGE DIRECTOR 5.00 X 0 0 0 JENNIFER DEVINE CERTIFYING BOARD CHAIR 5.00 X 0 0 0 JENNIFER SALISBURY CONTINUING EDUCATION COUNC 5.00 X 0 0 0 ADRIENNE BERRY PROFESSIONAL DEVELOPMENT C 5.00 X 0 0 0 TERRI WALTERS DIVERSITY, EQUITY, & INCLU 5.00 X 0 0 0 VANESSA FINLEY CEO 35.00 X 163156 0 8400 163156 0 8400 1 0 1 0 0 EXAMS & TRAINING 611430 870532 870532 MEMBER DUES 611430 696787 696787 CONFERENCE 611430 440063 440063 SEMINARS 611430 65425 65425 2072807 18656 18656 7065 7065 135099 28530 106569 106569 ADVERTISING INCOME 541800 44302 44302 OTHER INCOME 900099 14678 14678 58980 2264077 2194054 44302 25721 X 171556 636768 30313 154188 63108 975 358713 39457 128063 74693 176024 195202 32923 10948 DUES AND SUBSCRIPTIONS 128787 CREDIT CARD PROCESSING 63472 POSTAGE 29809 MEALS - MEETINGS 24798 39308 2359105 118683 60399 9839 9843 521 174 16115 11723 75367 65666 348883 334459 29155 14424 319604 351478 50930 78631 197109 111604 817323 703942 119667 124107 325895 305319 188904 102999 202398 272714 836864 805139 X -19541 -101197 -19541 -101197 817323 703942 -95028 13372 0 X 0 1 X 1 0 0 1 0 208355 208355 0 140528 126104 14424 14424 REFUNDABLE DEPOSITS 5460 OPERATING LEASE RIGHT-OF-USE ASSETS 106144 111604 CP EXAM DEPOSITS 201945 GIFT CERTIFICATE COMMITMENTS 42283 PSI TESTING FEES 28486 272714 2277449 13372 13372 2264077 0 2264077 2359105 0 2359105 0 2359105 X X 0 0 0 VANESSA FINLEY CEO 155156 0 8000 0 0 0 8400 0 0 0 171556 0 0 0 PART I, LINE 3 THE EMPLOYMENT CONTRACT FOR THE CEO IS REVIEWED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE AND IS APPROVED BY THE FULL BOARD OF DIRECTORS. REVIEW FOR THE COMPENSATION FOR THE CEO INCLUDES YEARS OF EXPERIENCE, LEVEL OF EDUCATION, AND PERFORMANCE. COMPENSATION SURVEYS OF THE AMERICAN SOCIETY OF ASSOCIATIONS EXECUTIVES ARE REVIEWED FOR BENCHMARKS. THE CEO IS ELIGIBLE FOR INCREASES AND BONUSES DURING THE TERM OF THE CONTRACT AND UNPON ITS RENEWAL. THERE ARE NO OTHER OFFICERS WHO RECEIVE COMPENSATION FROM THE ORGANIZATION. PART I, LINE 7 BONUSES ARE DECIDED BY THE BOARD AFTER AN ANNUAL PERFORMANCE REVIEW. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A TOTAL OF 5,822 MEMBERS AND OVER 4,359 ACTIVE MEMBERS. THESE ACTIVE MEMBERS ARE PARALEGALS WHO ARE QUALIFIED THROUGH EDUCATION OR EXPERIENCE. ASSOCIATE MEMBERS, STUDENT MEMBERS, AND SUSTAINING MEMBERS ARE NOT ELIGIBLE TO ELECT MEMBERS TO THE GOVERNING BODY NOR TO SERVE ON IT. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE MEMBERS OF THE ASSOCIATION ELECT DIRECTORS AND APPROVE ASSOCIATION BYLAWS AND AMENDMENTS TO THE BYLAWS. THROUGH THE BYLAWS, THE MEMBERS RESERVE SPECIFIC MANAGEMENT OF THE ASSOCIATION SUCH AS ELECTION OF BOARD MEMBERS, AND DELEGATE OTHER DUTIES SUCH AS THE MANAGEMENT OF THE ASSOCIATION. THE BOARD OF DIRECTORS CONDUCTS THE DAY TO DAY GOVERNANCE OF THE ASSOCIATION. THE BOARD MEETS AT LEAST FOUR TIMES PER YEAR, AND COMMUNICATES VIA CONFERENCE CALL AND EMAIL IN THE INTERIM. FORM 990, PART VI, SECTION B, LINE 11B THE FORM WAS ALREADY REVIEWED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C REVIEWED ANNUALLY DURING THE BOARD ORIENTATION. FORM 990, PART VI, SECTION B, LINE 15 THE EMPLOYMENT CONTRACT FOR THE CEO IS REVIEWED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE AND IS APPROVED BY THE FULL BOARD OF DIRECTORS. REVIEW FOR THE COMPENSATION FOR THE CEO INCLUDES YEARS OF EXPERIENCE, LEVEL OF EDUCATION, AND PERFORMANCE. COMPENSATION SURVEYS OF THE AMERICICAN SOCIETY OF ASSOCIATIONS EXECUTIVES ARE REVIEWED FOR BENCHMARKS. THE CEO IS ELIGIBLE FOR INCREASES AND BONUSES DURING THE TERM OF THE CONTRACT AND UNPON ITS RENEWAL. THERE ARE NO OTHER OFFICERS WHO RECEIVE COMPENSATION FROM THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE BYLAWS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. OTHER DOCUMENTS MAY BE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES 358,713.