2026-09-16T16:31:38-05:00 2025-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2025-01-01 160999454 ASSOCIATION OF COLLEGE AUXILIARY SERVICES INC ASSO 4342458425 1428 TOWNSHIP ROAD 1596 ASHLAND OH 44805 MATTHEW PORTNER SENIOR DIRECTOR OF FINANCE 4342458425 2026-09-16 1 ADAM KUCZYNSKI CPA P01560606 7035190990 2026-09-16 2025 MATTHEW PORTNER 1428 TOWNSHIP ROAD 1596 ASHLAND OH 44805 3318705 0 X NACAS.ORG X 1972 VA THE ORGANIZATION PROVIDES PROFESSIONAL DEVELOPMENT AND LEADERSHIP OPPORTUNITIES TO ITS MEMBERS WHO SUPPORT HIGHER EDUCATION THROUGH AUXILIARY/CAMPUS SERVICES. IT OFFERS A VARIETY OF CONFERENCES, CASP CERTIFICATION, CLASSES, WEB CONFERENCES AND EXTENSIVE ONLINE RESOURCES TO ITS MEMBERS. 12 12 14 12 0 0 80000 50000 2548808 2962214 21930 40342 267107 196890 2917845 3249446 0 0 0 0 1254289 1219395 0 0 0 1672478 1592311 2926767 2811706 -8922 437740 472734 887543 516010 482428 -43276 405115 X TO ADVANCE CAMPUS EXPERIENCES THAT ENRICH THE QUALITY OF LIFE FOR STUDENTS, AND THAT PROVIDE SUSTAINABLE INSTITUTIONAL RESOURCES TO SUPPORT STUDENT SUCCESS AND THE ACADEMIC MISSION OF OUR MEMBERS' INSTITUTIONS. 0 0 HOSTED ANNUALLY, C3X CONVENES LEADERS FROM HIGHER EDUCATION INSTITUTIONS AND NACAS BUSINESS PARTNERS TO SHOWCASE THE MOST INCLUSIVE AND MODERN PERSPECTIVE OF HOW AUXILIARY SERVICES ENRICH THE CAMPUS EXPERIENCE. ATTENDEES CONNECT WITH OTHER STRATEGIC LEADERS AND BENEFIT FROM THE MUST-ATTEND EVENT OF HIGH-LEVEL LEARNING, IDEA GENERATION, COLLABORATION, AND RELATIONSHIP BUILDING. 2025'S EVENT WAS ATTENDED BY 494 HIGHER EDUCATION INSTITUTIONAL MEMBERS AND 658 BUSINESS PARTNERS. NACAS PROFESSIONAL DEVELOPMENT SEEKS TO PROVIDE AUXILIARY SERVICE PROFESSIONALS WITH TAILOR-MADE PROGRAMS TO BOOST THEM INTO THE NEXT LEVEL OF THEIR LEARNING JOURNEY. THESE INCLUDE APPROXIMATELY 41 WEBINARS ANNUALLY AND LEADERSHIP INSTITUTES SUCH AS THE SENIOR EXECUTIVE SUMMIT. 2025'S PROFESSIONAL DEVELOPMENT PROGRAMS SERVED APPROXIMATELY 2,400 INDIVIDUALS. THE ASSOCIATION ADMINISTERS A CERTIFICATION PROGRAM THAT HELPS FURTHER ITS MISSION AND PREPARE ITS MEMBERS FOR ROLES IN HIGHER EDUCATION AUXILIARY SERVICES. THE PROGRAM INCLUDES AN EXAM AND CONTINUING EDUCATION REQUIREMENTS ONCE CERTIFIED. THERE ARE 138 CERTIFIED AUXILIARY SERVICES PROFESSIONALS. DIAL SCHOLARS. IN TODAY'S COMPETITIVE LANDSCAPE, INSTITUTIONS MUST ATTRACT LEADERS WHO BRING A WIDE VARIETY OF PROFESSIONAL AND PERSONAL EXPERIENCES TO THE TABLE. THERE IS NO COST FOR DIAL SCHOLARS WHO ARE ACCEPTED INTO THE PROGRAM. DIAL IS UNDERWRITTEN THROUGH GENEROUS DONATIONS PROVIDED BY THE NACAS FOUNDATION. THE PROGRAM GOAL IS TO PROVIDE THE HIGHER EDUCATION INDUSTRY WITH INCREASED ACCESS TO A VARIEGATED POOL OF TALENTED LEADERS. 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 5 0 14 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 0 1 1 0 X MATTHEW PORTNER 4342458425 1428 TOWNSHIP ROAD 1596 ASHLAND OH 44805 LANIECE TYREE PRESIDENT 2.00 X X 0 0 0 SCOTT SEAGREN PRESIDENT-ELECT 2.00 2.00 X X 0 0 0 JARED CEJA VICE PRESIDENT 2.00 X X 0 0 0 BRETT JACKSON IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 NEIL MARKLEY TREASURER 2.00 X X 0 0 0 ANDY LACHMAN WEST REGIONAL REPRESENTATION 2.00 X 0 0 0 KIM RADEMACHER CENTRAL REGIONAL REPRESENT 2.00 X 0 0 0 ESMERALDA VALDEZ SOUTH REGIONAL REPRESENTATION 2.00 X 0 0 0 JONATHAN KUKTA EAST REGIONAL REPRESENTATI 2.00 X 0 0 0 EMILY MESSA NACAS FOUNDATION PRESIDENT 2.00 2.00 X 0 0 0 KRISTY VIENNE DIRECTOR 2.00 X 0 0 0 JAMES DWYER DIRECTOR 2.00 2.00 X 0 0 0 RICH STEELE CHIEF EXECUTIVE OFFICER & SECRETARY 38.00 2.00 X 184668 0 9128 MATTHEW PORTNER SENIOR DIRECTOR OF FINANCE 38.00 2.00 X 94107 0 20044 ARTEM MULISTA CHIEF SALES AND MARKETING 38.00 2.00 X 107858 0 7780 WILLIAM HURLEY CHIEF STRATEGY OFFICER 38.00 2.00 X 101126 0 13741 487759 0 50693 3 0 1 0 VISION GLOBAL EVENT STRATEGIES INC 1319 STRATFORD COURT DEL MAR CA 92014 NACAS C3X CONFERENCE & EXPO 277680 GREENWORKS INC 1651 PITT RIVER RD PORT CQUITLAM BRITISH COLUMBIA CA T3C1P5 NACAS C3X EXPO 272500 2 50000 50000 CONFERENCES 900099 1890624 1890624 MEMBERSHIP DUES 900099 877231 877231 PROFESSIONAL DEVELOPME 900099 179509 179509 CERTIFICATION 900099 14850 14850 2962214 9601 9601 93125 93125 100000 69259 30741 30741 30741 MANAGEMENT FEES 900099 75500 75500 28265 28265 103765 3249446 2962214 0 237232 307947 711632 40479 63613 95724 81976 54370 117116 85039 158946 2064 90453 980599 9768 11580 DUES AND SUBSCRIPTIONS 400 2811706 47671 332552 14881 3045 402033 349469 102 202477 8047 0 472734 887543 16010 3824 500000 475035 0 3569 516010 482428 X -43276 5115 0 400000 -43276 405115 472734 887543 437740 10651 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 GOVERNMENT MONEY MARKET 102545 F CASH MANAGEMENT ACCOUNT 99932 F 202477 DUE TO NACAS 3569 3569 X X 0 0 0 RICH STEELE CHIEF EXECUTIVE OFFICER & SECRETARY 184668 0 0 0 0 0 8112 0 1016 0 193796 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FOUR CLASSES OF MEMBERS: REGULAR MEMBERS, INDIVIDUAL MEMBERS, HONORARY MEMBERS, AND BUSINESS PARTNER MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A A PROPOSED SLATE OF OFFICERS AND DIRECTORS IS PRESENTED TO MEMBERS AT THE ANNUAL CONFERENCE. THE SLATE IS PRESENTED BY THE BOARD BY NOMINATION, AFTER WHICH ANY OTHER NOMINATIONS FROM THE MEMBERS ARE SOLICITED. AFTER CLOSING OF THE NOMINATION PROCESS, A MOTION IS CALLED FOR AND THE VOTE OF ALL MEMBERS PRESENT IS THEN CALLED. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS APPROVE OF THE BUDGET, OFFICERS, BOARD OF DIRECTORS, CHANGES TO BY-LAWS, AND SIGNIFICANT DECISIONS REGARDING THE ASSOCIATION'S ABILITY TO CONTINUE AS A GOING CONCERN. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE DISTRIBUTED TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE TO ENSURE COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS REVIEWED ANNUALLY BY REPRESENTATIVES OF THE BOARD, AND HIS OR HER COMPENSATION IS ESTABLISHED AT SUCH TIME. SALARIES ARE COMPARED TO ASAE SURVEYS AND AVAILABLE LOCAL SALARY SURVEYS. AN EXECUTIVE COMMITTEE COMPARES OTHER OFFICER'S SALARIES TO ASAE SURVEYS AND AVAILABLE LOCAL SALARY SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE GOVERNING DOCUMENTS ARE ALSO PARTIALLY AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 1: NACAS'S POLICY IS TO PREPARE ITS FINANCIAL STATEMENTS ON THE MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. MODIFICATIONS TO THE CASH BASIS OF ACCOUNTING INCLUDE RECORDING CASH PURCHASES OF INVESTMENTS IN MARKETABLE SECURITIES AS ASSETS AND ADJUSTING THE INVESTMENTS' CARRYING AMOUNTS TO FAIR VALUE, RECOGNIZING AMOUNTS DUE TO OR FROM NACAS REGIONAL CHAPTERS, AND RECORDING LONG-TERM DEBT OBLIGATIONS ON THE STATEMENT OF ASSETS, LIABILITIES, AND NET ASSETS - MODIFIED CASH BASIS. NATIONAL ASSOCIATION OF COLLEGE AUXILIARY SERVICES EDUCATION FNDTN 1428 TOWNSHIP ROAD 1596 ASHLAND OH 44805 542010331 SUPPORT VA 501C3 LINE 10 ASSOCIATION OF COLLEGE AUXILIARY SERVICES INC 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 NATIONAL ASSOCIATION OF COLLEGE AUXILIARY SERVICES FOUNDATION C 50000 CASH PAID