2026-08-18T13:10:10-05:00 2025-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2025-01-01 050373312 NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS NATI 2026245465 444 N CAPITOL STREET NW 342 WASHINGTON DC 20001 ERIK HEIN EXECUTIVE DIRECTOR 2026245465 2026-08-18 1 FRANK SMITH P00639053 2022274000 2026-08-18 2025 2025-03-06 01:10:19Z ERIK HEIN 444 N CAPITOL STREET NW 342 WASHINGTON DC 20001 3479332 0 X WWW.NCSHPO.ORG X 1976 DC TO REPRESENT THE STATE HISTORIC PRESERVATION OFFICERS WHO CARRY OUT THE NHPA FOR DEPT OF INTERIOR. 16 16 12 58 0 0 410721 394650 1805373 1971053 261801 299932 0 0 2477895 2665635 23000 20000 0 0 963613 1134746 0 0 0 1335544 1419571 2322157 2574317 155738 91318 5457874 5798431 673615 620114 4784259 5178317 X THE NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS (NCSHPO) FOSTERS COMMUNICATION AMONG THE STATE HISTORIC PRESERVATION OFFICERS (SHPO) AND REPRESENTS THEM AND THEIR VIEWS AT THE NATIONAL LEVEL. NCSHPO IS THE ASSOCIATION OF THE GUBERNATORIALLY APPOINTED OFFICIALS WHO CARRY OUT THE NATIONAL HISTORIC PRESERVATION ACT (16 USC 470) FOR THE SECRETARY OF THE INTERIOR AND THE ADVISORY COUNCIL ON HISTORIC PRESERVATION. NCSHPO FACILITATES COMMUNICATION AMONG THE SHPOS AND REPRESENTS THEM AT THE NATIONAL LEVEL WITH CONGRESS, THE ADMINISTRATION AND THE PRIVATE SECTOR. 0 0 1764584 1726221 NPS COOPERATIVE AGREEMENT - THESE EXPENDITURES RELATE TO THE COOPERATIVE AGREEMENT WITH THE NATIONAL PARK SERVICE FINANCIALLY ADMINISTERED BY THE NCSHPO STAFF IN WHICH THE NPS, THE NCSHPO, AND SHPOS ACCOMPLISH HISTORIC PRESERVATION PROJECTS, DESIGNED BY THE NPS, IN FURTHERANCE OF THE GOALS OF THE NATIONAL HISTORIC PRESERVATION ACT. 455213 20000 244832 MEMBERSHIP AND REPRESENTATION - THE NCSHPO WORKS AND HAS WORKED WITH CONGRESS AND THE ADMINISTRATION TO SECURE APPROPRIATE LEVELS OF WITHDRAWALS FROM THE HISTORIC PRESERVATION FUND WHICH COVERS HALF THE COST OF THE STATES' OPERATION OF THE NATIONAL HISTORIC PRESERVATION PROGRAM. OTHER LEGISLATIVE ISSUES INCLUDE FEDERAL REHABILITATION TAX CREDITS, TRANSPORTATION POLICY, PERMANENT WITHDRAWAL FROM THE HISTORIC PRESERVATION FUND, NATIONAL PARK POLICY. THE LOBBYING DISCLOSURE ACT OF 1995 EXEMPTS THE COMMUNICATIONS OF STATE GOVERNMENT OFFICIALS AND THEIR ORGANIZATIONS ON OFFICIAL BUSINESS TO CONGRESS AND THE ADMINISTRATION FROM THE DEFINITION OF "LOBBYING".THE NCSHPO STAFF ASSISTS SHPOS IN COMMUNICATING THEIR HISTORIC PRESERVATION ACCOMPLISHMENTS AT THE FEDERAL LEVEL, MONITORS FEDERAL LEGISLATION AND WORKS WITH FEDERAL AGENCIES ON NATIONAL POLICY RELATING TO HISTORIC PRESERVATION. 2219797 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SHARON SMITH 2026245465 444 N CAPITOL ST NW 342 WASHINGTON DC 20001 ANNE RAINES PRESIDENT - AS OF 3/2025 1.00 X X 0 0 0 RAMONA BARTOS PAST PRESIDENT 1.00 X X 0 0 0 ALLYSON BROOKS VICE-PRESIDENT - AS OF 3/2025 1.00 X X 0 0 0 CRAIG POTTS VICE PRESIDENT - UNTIL 3/2025 1.00 X X 0 0 0 HEATHER GIBB SECRETARY - AS OF 3/2025 1.00 X X 0 0 0 CHRISSY CURRAN SECRETARY - UNTIL 3/2025 1.00 X X 0 0 0 KATE MARCOPUL TREASURER - AS OF 3/2025 1.00 X X 0 0 0 DAINA PENKIUNAS TREASURER - UNTIL 3/2025 1.00 X X 0 0 0 BRIAN BEADLES BOARD MEMBER 1.00 X 0 0 0 JOSEPH BELL BOARD MEMBER 1.00 X 0 0 0 TRICIA CANADAY BOARD MEMBER 1.00 X 0 0 0 DAWN DIPRINCE BOARD MEMBER 1.00 X 0 0 0 PATRICK EIDMAN BOARD MEMBER - UNTIL 3/2025 1.00 X 0 0 0 JENNIFER FLOOD BOARD MEMBER 1.00 X 0 0 0 LEE ANNE HEWETT BOARD MEMBER 1.00 X 0 0 0 NICOLE HOBSON-MORRIS BOARD MEMBER 1.00 X 0 0 0 MARTHA MACFARLANE-FAES BOARD MEMBER 1.00 X 0 0 0 ASHLEY MEREDITH BOARD MEMBER - UNTIL 3/2025 0.00 X 0 0 0 BILL PETERSON BOARD MEMBER 0.00 X 0 0 0 CARLOS RUBIO CANCELA BOARD MEMBER 0.00 X 0 0 0 AMY SPONG BOARD MEMBER 0.00 X 0 0 0 ERIK HEIN EXECUTIVE DIRECTOR 40.00 X 142917 0 31280 CHRISTINA HINGLE DIRECTOR OF GOVERNMENT & EXTERNAL AFFAIRS 40.00 X 111035 0 10384 253952 0 41664 2 0 1 0 QUINN EVANS ARCHITECTS PO BOX 30516 LANSING MI 48909 PRESERVATION CONSULTING 624710 CHRISTOPHER GOODWIN & ASSOC INC 5300 WESTVIEW DRIVE SUITE 400 FREDERICK MD 21703 PRESERVATION CONSULTING 176693 EA ENGINEERING SCIENCE & TECHNOLOGY 225 SCHILLING CIRCLE SUITE 400 HUNT VALLEY MD 21031 PRESERVATION CONSULTING 149397 3 394650 394650 COOPERATIVE AGREEMENT 900099 1726221 1726221 ADMINISTRATIVE FEES 900099 193474 193474 MEETINGS 900099 51358 51358 1971053 160483 160483 953146 813697 139449 139449 139449 2665635 1971053 0 299932 X 20000 20000 174197 106260 67937 740532 605069 135463 41045 34456 6589 98059 79363 18696 80913 63113 17800 263 263 58318 18662 39656 12800 12800 32878 24658 8220 1109417 1109417 9576 5009 4567 16600 11454 5146 69590 23661 45929 44223 44204 19 48359 48359 57 57 4817 2602 2215 7180 4954 2226 MEMBER DUES & SUBSCR. 5493 5493 2574317 2219797 354520 0 93295 142211 77253 78801 323793 291370 980 750 22512 6638 167939 143594 21362 24345 4786159 5169404 132520 84912 5457874 5798431 356640 398552 184841 146034 132134 75528 673615 620114 X -1900 8913 4786159 5169404 4784259 5178317 5457874 5798431 91318 302740 0 X 0 1 X 1 1 1 X 471694 386930 382601 410721 394650 2046596 471694 386930 382601 410721 394650 2046596 2046596 182034 134200 119592 169775 160483 766084 2812680 5592504 0.72760 0.73310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 36689 36689 2537629 2574318 278716 69679 0 0 163040 204960 266108 278716 912824 1369236 2265 18877 1749 36689 59580 40760 51240 66527 69679 228206 342309 4786159 601122 185000 32878 5169403 4504941 281218 4786159 4139548 365393 4504941 4951749 -812201 4139548 4530884 420865 4951749 1.00000 0 0 24895 550 24345 94360 94360 0 48684 48684 0 24345 LEASE LIABILITY 71989 PENSION LIABILITY 3539 75528 X 2935497 302740 302740 2632757 32878 32878 2665635 2541439 0 2541439 32878 32878 2574317 PART V, LINE 4: THE FUND WAS ESTABLISHED FOR THE PURPOSE OF GENERATING A STEADY SOURCE OF INCOME FOR THE SUPPORT OF NCSHPO'S OPERATIONS TO ENABLE IT TO MAINTAIN ITS CURRENT LEVEL OF SERVICE TO STATE HISTORIC PRESERVATION OFFICERS WITHOUT INCREASING THE MEMBER STATES AND TERRITORIES' CURRENT DUES. PART X, LINE 2: NCSHPO PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS, AND THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS. 1 PRESERVATION ACTION 2020 PENNSYLVANIA AVENUE NW 313 WASHINGTON DC 20006 237437445 501(C)(4) 20000 0 SUPPORT TOWARD EDUCATIONAL OUTREACH MATERIALS 0 1 PART I, LINE 2: NCSHPO PROVIDES SUPPORT TO PRESERVATION ACTION FOR VARIOUS EDUCATIONAL OUTREACH MATERIALS AND ACTIVITIES THAT EXPLAIN THE WORK OF STATE HISTORIC PRESERVATION OFFICERS, THE MECHANICS OF THE FEDERAL HISTORIC PRESERVATION PROGRAM, AND THE FUNCTION OF THE HISTORIC PRESERVATION FUND (HPF). WE WORK CLOSELY WITH PRESERVATION ACTION ON THE DEVELOPMENT OF THOSE MATERIALS AND EVENTS, PROVIDING ONGOING FEEDBACK ON THEIR PERFORMANCE. X 0 0 0 0 0 0 0 0 0 ERIK HEIN EXECUTIVE DIRECTOR 142658 0 0 0 259 0 14357 0 16923 0 174197 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE NATIONAL CONFERENCE SHALL BE (1) THE OFFICIALLY DESIGNATED STATE HISTORIC PRESERVATION OFFICER IN EACH OF THE QUALIFIED STATES, DISTRICTS, COMMONWEALTHS AND TERRITORIES OF THE UNITED STATES AND (2) AN OFFICER OR EMPLOYEE DESIGNATED BY THE STATE HISTORIC PRESERVATION OFFICER FOR EACH. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS IN GOOD STANDING ARE STATES WHO HAVE PAID THEIR DUES AND ARE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO THE MEMBERSHIP. ONLY MEMBERS IN GOOD STANDING MAY VOTE, HOLD OFFICE OR MEMBERSHIP ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B NCSHPO HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FEDERAL FORM 990. AFTER THE DRAFT IS PROVIDED, THE EXECUTIVE DIRECTOR REVIEWS THE COPY BEFORE IT IS DISTRIBUTED TO THE EXECUTIVE COMMITTEE. A COPY OF THE FEDERAL FORM 990 IS ALSO DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS APPLICABLE TO STAFF, OFFICERS AND BOARD OF DIRECTORS. EVERY OFFICER, BOARD OF DIRECTOR AND EMPLOYEE AGREES TO THE POLICY. EVERYONE IS RESPONSIBLE TO REPORT A CONFLICT. OFFICERS, BOARD OF DIRECTORS, AND THE EXECUTIVE DIRECTOR REPORT TO THE PRESIDENT; STAFF REPORT TO THE EXECUTIVE DIRECTOR. ANY INDIVIDUAL WITH A POTENTIAL CONFLICT OF INTEREST SHALL TAKE APPROPRIATE ACTION INCLUDING RECUSAL FROM THE DECISION MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE USED COMPENSATION STUDIES TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE LAST COMPENSATION STUDY WAS REVIEWED IN 2013. IT WAS ALSO DETERMINED THAT ALL STAFF SALARIES WERE WITHIN THE NORMS FOR THIS REGION. ON AN ANNUAL BASIS THE BOARD OF DIRECTORS MEET TO DISCUSS EACH YEARS' BUDGET WHICH IS DOCUMENTED IN THE BOARD MINUTES; THIS MEETING INCLUDES THE REVIEW OF COMPENSATION FOR EACH EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 CERTAIN ORGANIZATIONAL DOCUMENTS ARE AVAILABLE AT THE PRESERVATION ARCHIVES AT THE UNIVERSITY OF MARYLAND. OTHER DOCUMENTS, SUCH AS THE FINANCIAL RECORDS, ARE AVAILABLE IN NCSHPO'S OFFICE. NCSHPO'S BYLAWS, CONFLICT OF INTEREST POLICY, THE FEDERAL FORM 990, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,109,417. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,109,417.