2026-01-15T15:15:52-06:00 2025-09-30 541342298 Kositzka Wicks and Company 5270 Shawnee Road Suite 250 Alexandria VA 22312 990 2024-10-01 521260579 National Association of Development Companies NATI 2023490070 10319 Westlake Drive Unit 197 Bethesda MD 20817 Rhonda Pointon President & CEO 2023490070 2026-01-15 1 1 Kristen P Baietti CPA P03245768 7036422700 2024 2025-03-06 01:10:19Z Rhonda Pointon 10319 Westlake Drive Unit 197 Bethesda MD 20817 3362533 0 X www.nadco.org X 1981 DC To provide a medium where members consult with governmental agencies to solve problems. 19 18 6 0 0 0 30000 64830 2371490 2542006 137952 220010 68966 66687 2608408 2893533 15781 17505 0 0 1196378 1381571 0 0 0 1192211 1327654 2404370 2726730 204038 166803 3947004 3957538 843287 912293 3103717 3045245 NADCO provides a medium through which members can confer, consult, and cooperate with governmental or other agencies in solving problems affecting members. 0 0 Meetings: NADCO organizes industry meetings as forums for all CDC and affiliate members to come together to learn about many topics of interest to members - such as updates on congressional actions that may impact the SBA 504 program, actions or proposals by SBA, other financial or technical program issues, and items of general interest to members. NADCO generally holds one mid-year annual meeting and may offer one symposium per year. Professional Education: NADCO provides the only education for CDC staff and attorneys which focuses solely on the SBA 504 loan program. These courses are delivered in-person twice a year - once in conjunction with the annual meeting and once in the winter/early spring. These courses are generally two or three days, many of which require either industry and 504 experience, or prerequisites of certain NADCO courses. The courses focus on all aspects of 504 loan packaging, closing, servicing, and liquidation. NADCO also offers more limited on-line courses. Government Relations: One of NADCO's primary missions is to represent the CDC membership at various governmental levels. This includes both the Congress and the Small Business Administration. NADCO advises the staff of the House and Senate small business committees on industry and 504 concerns and recommends courses of action as needed when Congress is considering legislation affecting either the SBA or the 504 loan programs. NADCO also works closely with management and field staff of the SBA in developing and managing loan policies, regulations, and practices. Our objective is to ensure that reasonable policies are developed which do not hinder CDC abilities to deliver 504 to small businesses. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 16 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X The Organization 2023490070 10319 Westlake Drive Unit 197 Bethesda MD 20817 John Evans Chair of the Board 1.00 X X 0 0 0 Sara Vanhala Vice Chair 5.00 X X 0 0 0 Ann Munroe Treasurer 3.00 X X 0 0 0 Elaine Fairman Secretary 2.00 X X 0 0 0 Todd Buchanan Chair of Legislative and PAC Committee 1.00 X 0 0 0 Bill Habermeyer Chair of Regulatory Commit 3.00 X 0 0 0 Hilda Kennedy Chair of Governance Committee 1.00 X 0 0 0 Laurel Walk Chair of the Economic Deve 1.00 X 0 0 0 Sherwood Robbins Chair of CSA Committee 1.00 X 0 0 0 Chris Topping Chair of the Audit Committee 1.00 X 0 0 0 William Pazmino Director 1.00 X 0 0 0 Brooke Mirenda Director 1.00 X 0 0 0 Caryl Eriksson Director 1.00 X 0 0 0 Gregg Swanson Director 1.00 X 0 0 0 Ron Lien Director 1.00 X 0 0 0 Mark Williams Director 1.00 X 0 0 0 Wes Darnell Director 1.00 X 0 0 0 Erik Adams Director 1.00 X 0 0 0 Rhonda Pointon President and CEO 50.00 X X 339328 0 48553 Renee Bender VP, Government Relations 40.00 X 142278 0 14169 Mandy Robertson SVP, Conferences & Operati 40.00 X 154689 0 16797 Wayne Williams EVP, Regulatory Affairs an 40.00 X 228415 0 31967 Denise Ripley VP, Regulatory Affairs, Training & Support 40.00 X 107286 0 11982 971996 0 123468 5 0 1 0 Studio Pearl LLC 3651 Caminito Cielo Del Mar San Diego CA 92130 Marketing Services 178020 1 64830 64830 Membership dues 900099 969344 969344 Registration fees 900099 689925 689925 Tuition and training f 900099 418074 418074 Event sponsorships 900099 227214 227214 DCF contract income 900099 134267 134267 103182 103182 2542006 220010 220010 64177 64177 469000 469000 0 0 Other income 900099 2510 2510 2510 2893533 2544516 0 284187 X 17505 371310 812135 52520 66454 79152 96746 22116 304025 3861 49893 696332 11260 Bank and credit card fe 74288 PAC expenses 26942 Telephone and internet 19541 Dues and subscriptions 9984 12666 2726730 238514 258767 813451 841810 31000 30869 150357 156846 41990 41990 0 0 2713682 2669246 3947004 3957538 104630 51121 658121 760280 80536 100892 843287 912293 X 3094498 3018701 9219 26544 3103717 3045245 3947004 3957538 166803 -225275 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10000 10000 10000 0 Committee to Re-elect Nydia M Velazquez 315 Inspiration Lane Gaithersburg MD 20878 113129710 5000 Joni for Iowa PO Box 93441 Des Moine IA 50393 463043726 5000 0 0 0 969344 170706 170706 242336 -71630 Part I-A, Line 1: National Association of Development Companies-504PAC is under the same employer identification number as the organization. The 504PAC provided support for a political candidate during the fiscal year ended September 30, 2025. 36809 36809 0 5181 5181 0 0 Funds held for others 100892 100892 X 2646142 -225275 -225275 2871417 22116 22116 2893533 2704614 0 2704614 22116 22116 2726730 Part X, Line 2: The following was disclosed related to uncertain tax positions in the financial statements. NADCO is exempt from federal income tax as a nonprofit organization described in Section 501(c)(6) of the Internal Revenue Code and is classified as an organization other than a private foundation. NADCO has adopted the provisions in FASB ASC 740-10. 0 Conference Scholarships 19 17505 Fair Value Reduction in registration or fees for events, meetings, or trainings 1 X X X X X 0 0 0 Rhonda Pointon President and CEO 307233 0 32095 0 0 0 19844 0 28709 0 387881 0 0 0 Wayne Williams EVP, Regulatory Affairs an 206825 0 21590 0 0 0 13349 0 18618 0 260382 0 0 0 Mandy Robertson SVP, Conferences & Operati 139943 0 14746 0 0 0 8985 0 7812 0 171486 0 0 0 Renee Bender VP, Government Relations 135221 0 7057 0 0 0 8428 0 5741 0 156447 0 0 0 Form 990, Part VI, Section A, line 6 Membership consists of two classes of members: (1) active membership open to any certified development company certified by the SBA, and (2) affiliate membership open to others, private sector and government, who are interested in the 504 program and in receiving industry information. Form 990, Part VI, Section A, line 7a Active members are allowed to vote. Affiliated members have no right to vote. Form 990, Part VI, Section B, line 11b A draft Form 990 is provided to the president and the board prior to filing. A copy of the final 990 is provided to the board at a future board meeting. Form 990, Part VI, Section B, line 12c On or before June 1 of each year, directors and employees are required to disclose in writing any interests that could give rise to a conflict of interest and the names of all associates and close relatives. Directors and employees are required to promptly update the disclosures whenever there is a change. The secretary of the Board of Directors, the Organization's general counsel, and the president enforce this policy. Form 990, Part VI, Section B, line 15a The compensation committee reviews and approves the salary of the president. Various resources are used in determining the compensation. This was last performed during the tax year. Form 990, Part VI, Section C, line 18 Federal Form 990 is available on Guidestar's website and is also available upon request. Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy, and financial statements are made available upon request. Form 990, Part IX, line 11g IT professional services 39,006. Other professional fees 235,979. Payroll fees 29,040. Form 990, Part XII, Line 2c The Organization has an audit committee that is responsible for reviewing the financial information including financial statements and related footnotes prior to issuance of the audit report. Development Company Funding Corporation 10319 Westlake Drive Unit 197 Bethesda MD 20817 521484169 Support sale of certificates for Certified Development Companies DC 501(c)(4) 0 Development Company Finance LLC 10319 Westlake Drive Unit 197 Bethesda MD 20817 900509963 Support to fiscal agent for the sale of certificates for Certified Dev. Comp DC Development Company Funding Corporation C 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 Development Company Finance LLC L 134267 Actual Development Company Finance LLC S 32500 Actual