2026-07-23T08:32:21-05:00 2025-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2025-01-01 760677933 NEXTUP INC NEXT 4434642460 1301 YORK ROAD 800 LUTHERVILLE MD 21093 LISA BAIRD PRESIDENT/CEO 4434642460 2026-07-23 1 ELIZABETH W HELLER P00397829 3019519090 2025 2025-03-06 01:10:19Z LISA BAIRD 1301 YORK ROAD 800 LUTHERVILLE MD 21093 9460580 0 X WWW.NEXTUPISNOW.ORG X 2001 MD SEE PART III, LINE 1. 18 18 32 16128 0 0 808344 767559 9632707 8100299 28210 14151 0 0 10469261 8882009 0 0 0 0 4491798 4243166 0 0 482482 6471042 5503715 10962840 9746881 -493579 -864872 1968813 1268075 1712896 1782806 255917 -514731 X OPEN TO ALL GENDERS, NEXTUP PROVIDES LEADERSHIP DEVELOPMENT, RESOURCES, AND PROGRAMMING DESIGNED TO CREATE EQUITABLE OPPORTUNITIES FOR EVERYONE, WHILE ACKNOWLEDGING THE UNIQUE BARRIERS WOMEN CONTINUE TO FACE. 0 0 7454087 8100299 AT NEXTUP, WE CONDUCT ALL PROGRAMS AND EMPLOYMENT PRACTICES IN FULL COMPLIANCE WITH FEDERAL, STATE, AND LOCAL LAWS. DECISIONS REGARDING TRAINING, HIRING, PROMOTION, AND COMPENSATION ARE MADE WITHOUT REGARD TO PROTECTED CHARACTERISTICS AND ARE BASED SOLELY ON MERIT AND QUALIFICATIONS. IN 2025, NEXTUP CONTINUED TO BUILD MOMENTUM IN ITS MISSION TO DEVELOP THE NEXT GENERATION OF LEADERS AND FOSTER INCLUSIVE WORKPLACE CULTURES THAT ADVANCE ALL PEOPLE, INCLUDING WOMEN, IN BUSINESS. OPEN TO ALL GENDERS, NEXTUP DELIVERS LEADERSHIP DEVELOPMENT, RESOURCES, AND PROGRAMMING DESIGNED TO CREATE EQUAL OPPORTUNITIES FOR EVERYONE, WHILE ACKNOWLEDGING THE UNIQUE BARRIERS WOMEN CONTINUE TO FACE. HIGHLIGHTS INCLUDED HOSTING THE NEXTUP LEADERSHIP SUMMIT--OUR LARGEST ANNUAL GATHERING--WHICH CONTINUED TO BRING TOGETHER MORE THAN 1,000 ATTENDEES FOR IMMERSIVE LEADERSHIP DEVELOPMENT, NETWORKING, AND CAREER ADVANCEMENT OPPORTUNITIES. NEXTUP ALSO ADVANCED ITS EXECUTIVE ENGAGEMENT THROUGH THE 2025 EXECUTIVE FORUM, CONVENING SENIOR LEADERS FOR A THREE-DAY EXPERIENCE FOCUSED ON "VISION + VELOCITY" --A CALL FOR LEADERS TO MOVE BOLDLY AND INCLUSIVELY TO CREATE LASTING IMPACT IN A RAPIDLY EVOLVING BUSINESS LANDSCAPE. ACROSS ITS NATIONAL AND REGIONAL PROGRAMMING, NEXTUP CONTINUED TO ACTIVATE A POWERFUL AND GROWING COMMUNITY OF THOUSANDS OF MEMBERS AND 300+ CORPORATE PARTNERS AND REGIONAL SPONSORS, STRENGTHENING LEADERSHIP PIPELINES AND EXPANDING ACCESS TO HIGH-IMPACT DEVELOPMENT OPPORTUNITIES. ENGAGEMENT REMAINED STRONG ACROSS THIS EXPANDING MEMBERSHIP, SUPPORTED BY A ROBUST CALENDAR OF NEARLY 400 EVENTS THAT FOSTERED CONNECTION, SKILL-BUILDING, AND COLLABORATION AMONG LEADERS AT EVERY CAREER STAGE. IN DECEMBER, NEXTUP AND PARADIGM FOR PARITY MERGED TO UNITE TWO LEADING NONPROFIT COMMUNITIES, EXPANDING COLLECTIVE REACH, RESOURCES, AND IMPACT TO ACCELERATE INCLUSIVE LEADERSHIP ACROSS INDUSTRIES AT SCALE. THROUGH THESE EFFORTS, NEXTUP REAFFIRMED ITS COMMITMENT TO CULTIVATING INCLUSIVE LEADERSHIP PIPELINES, ACCELERATING CAREER GROWTH, AND EQUIPPING LEADERS TO NAVIGATE THE FUTURE OF WORK WITH PURPOSE AND IMPACT. AS WE APPROACH OUR 25TH ANNIVERSARY IN 2026, NEXTUP REMAINS FOCUSED ON EMPOWERING LEADERS OF ALL GENDERS TO BUILD INCLUSIVE, THRIVING WORKPLACE CULTURES. THE FUTURE IS BRIGHT FOR NEXTUP AND FOR OUR MISSION: ADVANCING ALL PEOPLE, INCLUDING WOMEN, IN BUSINESS. 7454087 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 32 1 0 1 CA 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA IL MN X KRISTI ALLEN 4434642460 1301 YORK ROAD 800 LUTHERVILLE MD 21093 DAGMAR BOGGS CHAIR 5.00 X X 0 0 0 ELIZABETH MARION VICE CHAIR 5.00 X X 0 0 0 CHRISTINA BIENIEK CO-TREASURER 1.50 X X 0 0 0 TONYA HERRING CO-TREASURER 1.50 X X 0 0 0 MELODY RICHARDSON SECRETARY 5.00 X X 0 0 0 ABBE LUERSMANN DIRECTOR 1.50 X 0 0 0 AMBER JEFFERSON DIRECTOR 1.50 X 0 0 0 ANDREA FACCIO DIRECTOR 1.50 X 0 0 0 DAVE PEACOCK DIRECTOR 1.50 X 0 0 0 DIANA MARSHALL DIRECTOR 1.50 X 0 0 0 ENA WILLIAMS DIRECTOR 1.50 X 0 0 0 HELEN DRISKELL DIRECTOR 1.50 X 0 0 0 JOSH YATES DIRECTOR 1.50 X 0 0 0 KATE GARNER DIRECTOR 1.50 X 0 0 0 MARINA CHERNYAK DIRECTOR 1.50 X 0 0 0 MARLA DAUDELIN DIRECTOR 1.50 X 0 0 0 MIKE THEILMANN DIRECTOR 1.50 X 0 0 0 VALERIE JABBAR DIRECTOR 1.50 X 0 0 0 LISA BAIRD PRESIDENT AND CEO 40.00 X 256224 0 18935 KRISTI LEANN ALLEN VP FINANCE & ADMINISTRATION 40.00 X 215405 0 17342 KAREN A JONES VP OF LEARNING AND DEVELOPMENT 40.00 X 233021 0 29824 STUART CLAXTON VP OF MARKETING 40.00 X 199603 0 26970 KRYSTAL DAVIS SR. DIRECTOR OF HUMAN RESOURCES 40.00 X 146530 0 20574 VANESSA CULLERTON SR. DIRECTOR FINANCE 40.00 X 146361 0 18627 ALETHEA KIRKWOOD SR. DIRECTOR OF PARTNERSHIPS 40.00 X 141047 0 13018 1338191 0 145290 16 0 1 0 GAYLORD PALMS RESORT & CONVENTION CENTER 6000 OSCEOLA PKWY KISSIMMEE FL 34746 HOTEL VENUE 831889 LIVE TECHNOLOGIES HOLDINGS INC 3445 MILLENNIUM COURT COLUMBUS OH 43219 AUDIO/VISUAL SERVICES 439961 HYATT DEER VALLEY 1702 GLENCOE MOUNTAIN WY PARK CITY UT 84060 HOTEL VENUE 336777 EVENTS FORUM INC TWO OXFORD CROSSING SUITE 4 NEW HARTFORD NY 13413 EVENT MANAGEMENT 236667 HEARTWOOD HEALING LLC 10240 176TH STREET WEST LAKEVILLE MN 55044 EVENT MANAGEMENT 205221 9 767559 166724 767559 EDUCATIONAL/NETWORKING 900099 4560603 4560603 MEMBERSHIP DUES 900099 3537706 3537706 PROGRAM RELATED SALES 900099 1990 1990 8100299 14276 14276 578446 578571 -125 -125 -125 8882009 8100299 0 14151 507906 50791 355534 101581 3122194 2468513 568316 85365 90769 72145 16237 2387 248576 187162 52275 9139 273721 191605 68430 13686 17556 10534 5267 1755 221958 221958 8449 8449 244647 146788 73394 24465 392610 250032 140120 2458 494830 301180 146308 47342 109800 76860 27450 5490 3679057 3465389 29716 183952 118656 59328 59328 9077 6354 2269 454 CREDIT CARD FEES 109316 96695 12199 422 PAYROLL FEES 65637 45946 16409 3282 GIFTS & AWARDS 14923 14923 STATE REGISTRATION 5234 3664 1308 262 11965 6178 5345 442 9746881 7454087 1810312 482482 338057 381565 17445 26817 275642 204685 308907 104525 690751 208860 338011 341623 1968813 1268075 491078 676458 1221818 1106348 1712896 1782806 X 255917 -514731 255917 -514731 1968813 1268075 -864872 94224 0 X 0 1 X 1 0 X 3865962 604617 630927 808344 767559 6677409 3865962 604617 630927 808344 767559 6677409 2027059 4650350 29504 24708 36100 29074 14276 133662 1948 13617 15565 6826636 44792587 0.68120 0.68680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 9443397 94224 475613 569837 8873560 8449 8449 8882009 10214045 475613 475613 9738432 8449 8449 9746881 NORTH AMERICA 0 0 PROGRAM SERVICES REGIONAL GROUP ACTIVITIES INCLUDING LEARNING EVENTS AND OTHER ACTIVITIES TO BUILD LEADERSHIP SKILLS AND CREATE LASTING RELATIONSHIPS. 35559 0 0 0 0 0 0 35559 0 35559 0 0 0 0 0 0 X X X 0 0 0 0 0 0 0 1 0 LISA BAIRD PRESIDENT AND CEO 256224 0 0 0 0 0 7831 0 11104 0 275159 0 0 0 KAREN A JONES VP OF LEARNING AND DEVELOPMENT 227021 0 6000 0 0 0 7353 0 22471 0 262845 0 0 0 KRISTI LEANN ALLEN VP FINANCE & ADMINISTRATION 209405 0 6000 0 0 0 6514 0 10828 0 232747 0 0 0 STUART CLAXTON VP OF MARKETING 193603 0 6000 0 0 0 6144 0 20826 0 226573 0 0 0 KRYSTAL DAVIS SR. DIRECTOR OF HUMAN RESOURCES 140530 0 6000 0 0 0 4568 0 16006 0 167104 0 0 0 VANESSA CULLERTON SR. DIRECTOR FINANCE 142361 0 4000 0 0 0 4539 0 14088 0 164988 0 0 0 ALETHEA KIRKWOOD SR. DIRECTOR OF PARTNERSHIPS 135047 0 6000 0 0 0 4298 0 8720 0 154065 0 0 0 PART I, LINE 7 THE FOLLOWING EMPLOYEES RECEIVED MERIT-BASED BONUS PAYMENTS: - KAREN A. JONES $6,000 - KRISTI ALLEN $6,000 - ALETHEA KIRKWOOD $6,000 - STUART CLAXTON $6,000 - VANESSA CULLERTON $4,000 - KRYSTAL DAVIS $6,000 X REGIONAL PRODUCTS 104 166724 FMV 0 0 0 0 PART I, COLUMN (B): THIS COLUMN REPORTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 NEXTUP HAS 16,128 INDIVIDUAL MEMBERS WHO ARE ABLE TO PARTICIPATE IN THE EDUCATIONAL AND LEADERSHIP DEVELOPMENT ACTIVITIES OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY MANAGEMENT. PRIOR TO FILING THE FORM 990, THE NEXTUP GOVERNING BOARD RECEIVED A COPY OF THE FILING. FORM 990, PART VI, SECTION B, LINE 12C 1. IF THE BOARD DETERMINES THAT A PARTICULAR RELATIONSHIP OR TRANSACTION REPRESENTS AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST, IT SHALL RESOLVE SUCH ACTUAL, POTENTIAL OR APPARENT CONFLICT IN ONE OF THE FOLLOWING MANNERS: A. WAIVE THE ACTUAL, POTENTIAL OR APPARENT CONFLICT AS UNLIKELY TO AFFECT THE DIRECTOR'S ABILITY TO ACT IN THE BEST INTERESTS OF NEXTUP. B. DETERMINE THAT THE DIRECTOR SHOULD BE RECUSED FROM ALL DELIBERATIONS AND DECISION-MAKING RELATED TO THE PARTICULAR TRANSACTION WHICH GIVES RISE TO THE ACTUAL, POTENTIAL OR APPARENT CONFLICT. C. DETERMINE THAT THE DIRECTOR MUST RESIGN FROM HIS/HER SERVICE TO NEXTUP BECAUSE THE ACTUAL, POTENTIAL OR APPARENT CONFLICT IS SO PERVASIVE THAT THE DIRECTOR WOULD SELDOM, IF EVER, LIKELY BE ABLE TO ACT IN THE BEST INTERESTS OF NEXTUP. 2. THE FOLLOWING PROCEDURE IS APPLICABLE TO ALL INSTANCES IN WHICH A DIRECTOR (OR THE DIRECTOR'S COMPANY, ORGANIZATION OR ANOTHER ENTITY FOR WHICH THE DIRECTOR SERVES IN A LEADERSHIP, EMPLOYMENT OR OWNERSHIP CAPACITY, OR A MEMBER OF THE DIRECTOR'S FAMILY) SEEKS TO PROVIDE GOODS OR SERVICES TO NEXTUP AS A PAID VENDOR, OR SEEKS TO RECEIVE A SIGNIFICANT GRANT OR CONTRACT FOR ONE OF THE THREE ORGANIZATIONS. A. THE DIRECTOR MUST DISCLOSE TO THE BOARD IN ADVANCE OF ANY RELATED ACTION TO BE TAKEN BY THE BOARD HIS/HER INTENT TO SEEK TO PROVIDE GOODS OR SERVICES AS A PAID VENDOR TO NEXTUP, OR RECEIVE A GRANT OR CONTRACT FROM NEXTUP; B. AFTER DISCLOSURE, THE DIRECTOR MAY MAKE A PRESENTATION TO THE BOARD REGARDING THE PROPOSED TRANSACTION OR ARRANGEMENT, BUT AFTER SUCH PRESENTATION, THE DIRECTOR MUST RECUSE HIMSELF/HERSELF FROM ALL DELIBERATIONS AND VOTING RELATED TO THE CONTEMPLATED ACTION; C. IF THE VALUE OF THE TRANSACTION EXCEEDS $5,000, NEXTUP MUST, THROUGH A REQUEST FOR PROPOSAL PROCESS, HAVE SOLICITED PROPOSALS BROADLY FROM OTHER QUALIFIED VENDORS/ PROSPECTIVE GRANT OR CONTRACT RECIPIENTS AND RECEIVED (OR ATTEMPTED TO RECEIVE) WRITTEN BIDS FROM AT LEAST THREE SUCH INDIVIDUALS/ ENTITIES (INCLUDING THE DIRECTOR); D. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL EXERCISE ITS BEST EFFORTS TO DETERMINE WHETHER NEXTUP CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST; E. THE BOARD MUST DETERMINE (WITHOUT THE PRESENCE OR PARTICIPATION OF THE DIRECTOR), UPON ADVICE OF ITS COUNSEL AND BY A MAJORITY VOTE OF THEDISINTERESTED MEMBERS OF THE BOARD, THAT THE TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE AND IN NEXTUP'S BEST INTEREST BASED ON ALL OF THE FACTS AND CIRCUMSTANCES, AND SUCH DETERMINATION (INCLUDING THE FACT THAT IS WAS MADE IN THE ABSENCE OF THE DIRECTOR) SHALL BE DOCUMENTED AS PART OF THE RELEVANT MEETING MINUTES (ALL COMPETING BIDS RECEIVED SHOULD BE RETAINED AS WELL); AND F. IF SELECTED, THE DIRECTOR MAY NOT PARTICIPATE IN ANY PROCESS BY WHICH HIS/HER PERFORMANCE AS A VENDOR/GRANT OR CONTRACT RECIPIENT IS EVALUATED. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CHIEF EXECUTIVE OFFICER'S COMPENSATION IS REVIEWED ANNUALLY WORKING WITH A COMPENSATION CONSULTING GROUP AND A COMPENSATION COMMITTEE WHICH IS ESTABLISHED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ARE INDEPENDENT. EXTERNAL DATA IS RECEIVED FROM THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES AND PRM TO SUBSTANTIATE AND SUPPORT THE COMPENSATION LEVEL. THE COMPENSATION COMMITTEE CHAIR MAKES CHANGE RECOMMENDATIONS TO THE FIVE OFFICERS OF THE BOARD. THE APPROVED INCREASES/CHANGES ARE PRESENTED TO THE BOARD. COMPENSATION CHANGES FOR OTHER EMPLOYEES IS BASED ON THEIR LEVEL. FOR THE TOP THREE EXECUTIVES REPORTED ON THE FORM 990 BELOW THE CEO/PRESIDENT, THE COMPENSATION COMMITTEE CHAIR WITH INPUT FROM THE CEO/PRESIDENT MAKES CHANGE RECOMMENDATIONS TO THE FIVE OFFICERS OF THE BOARD. THE APPROVED INCREASES ARE PRESENTED TO THE BOARD. FOR OTHER VICE PRESIDENTS AND ABOVE THE CEO/PRESIDENT WITH THE FIVE OFFICERS OF THE BOARD APPROVE ANY CHANGES. THE LAST COMPENSATION REVIEW TOOK PLACE IN MARCH 2025. FORM 990, PART VI, SECTION C, LINE 19 NEXTUP MAKES ITS GOVERNING DOCUMENTS AND ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC ON THEIR WEBSITE. THE FINANCIAL STATEMENTS ARE NOT AVAILABLE FOR PUBLIC INSPECTION.