Nonprofit · EIN 04-2104741
NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC
Tax-exempt · WASHINGTON, DC 20006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $27,311,841 | $25,029,905 | $2,281,936 | $77,120,729 | $18,843,285 | $58,277,444 |
| June 30, 2024 | 990 | $25,550,387 | $22,745,430 | $2,804,957 | $69,707,569 | $17,635,501 | $52,072,068 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,102,104
- of which government grants
- $1,002,104
- Program service revenue
- $24,063,873
- Investment income
- $2,145,289
- Royalties
- $575
- Net gain from sales of assets
- -$1,740
- Other revenue
- $575
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,980,205
- Other salaries and wages
- $6,547,328
- Salaries, compensation and benefits (total)
- $10,371,632
- Professional fundraising fees
- $0
- Legal fees
- $148,107
- Accounting fees
- $67,935
- Occupancy
- $625,103
- Travel
- $813,783
- Depreciation
- $382,414
- Program services (functional)
- $20,839,509
- Management and general (functional)
- $3,986,501
- Fundraising (functional)
- $203,895
Balance sheet and other
- Total assets, start of year
- $69,707,569
- Total assets, end of year
- $77,120,729
- Total liabilities, end of year
- $18,843,285
- Net assets, end of year
- $58,277,444
- Land, buildings and equipment
- $1,425,491
- Publicly traded securities
- $57,253,654
- Net assets without donor restrictions
- $58,277,444
- Gross unrelated business income
- $319,642
- Gross receipts
- $27,313,581
- Employees
- 64
- Volunteers
- 150
- Year formed
- 1959
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEBRA WILSON | PRESIDENT Officer | 50 | $621,394 | $65,818 |
| MEGAN HOPE MANN | LEGAL COUNSEL Highest-paid employee | 50 | $358,679 | $36,968 |
| COREY R MCINTYRE | CHIEF FINANCIAL OFFICER Officer | 50 | $304,356 | $50,144 |
| KIRSTEN Z SHERLICK | CHIEF OPERATING OFFICER Officer | 50 | $316,208 | $32,383 |
| MORVA ANN MCDONALD | VICE PRESIDENT, LEADERSHIP Key employee | 50 | $244,740 | $38,240 |
| MARK J MITCHELL | VP, ACCESS & AFFORDABILITY Highest-paid employee | 50 | $221,316 | $46,316 |
| HILARY D LAMONTE | VP, DASL Highest-paid employee | 50 | $218,574 | $43,855 |
| WILLIAM JARRED | VICE PRESIDENT, MARKETING, Highest-paid employee | 50 | $225,223 | $35,496 |
| CAROLINE BLACKWELL | VICE PRESIDENT, EQUITY AND Key employee | 50 | $188,180 | $43,059 |
| AMADA TORRES | VICE PRESIDENT, RESEARCH Highest-paid employee | 50 | $206,896 | $22,245 |
| TIMOTHY JAMES FISH | CHIEF INNOVATION OFFICER Officer | 50 | $163,072 | $27,554 |
| MONIQUE L DEVANE | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RONNIE E CODRINGTON-CAZEAU | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PENNY EVINS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TEKAKWITHA M PERNAMBUCO-WISE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRISSY CACERES | TRUSTEE Trustee or director | 2 | $0 |
| JOSH CLARK | TRUSTEE Trustee or director | 2 | $0 |
| ANGEL GONZALEZ | TRUSTEE Trustee or director | 2 | $0 |
| MADELEINE HEWITT | TRUSTEE Trustee or director | 2 | $0 |
| NONI THOMAS LOPEZ | TRUSTEE Trustee or director | 2 | $0 |
| ADRIANA MURPHY | TRUSTEE Trustee or director | 2 | $0 |
| SCOTT K PARKER | TRUSTEE Trustee or director | 2 | $0 |
| J ROSS PETERS | TRUSTEE Trustee or director | 2 | $0 |
| AMANI REED | TRUSTEE Trustee or director | 2 | $0 |
| JEFFREY SELINGO | TRUSTEE Trustee or director | 2 | $0 |
| ADAM WEINBERG | TRUSTEE Trustee or director | 2 | $0 |
| JAMES CALLEROZ WHITE | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DONNA M OREM | PRESIDENT UNTIL 8/7/23 Officer | 50 | $525,477 | $35,859 |
| COREY R MCINTYRE | CHIEF FINANCIAL OFFICER Officer | 50 | $291,496 | $57,094 |
| TIMOTHY JAMES FISH | CHIEF INNOVATION OFFICER Officer | 50 | $282,747 | $57,464 |
| KIRSTEN Z SHERLICK | CHIEF OPERATING OFFICER Officer | 50 | $308,088 | $31,219 |
| JEFFERSON G BURNETT | SENIOR VICE PRESIDENT UNTIL 7/31/23 Highest-paid employee | 50 | $269,041 | $19,873 |
| MEGAN HOPE MANN | LEGAL COUNSEL Highest-paid employee | 50 | $226,210 | $54,641 |
| DEBRA WILSON | PRESIDENT AS OF 8/8/23 Officer | 50 | $256,367 | $24,299 |
| MORVA ANN MCDONALD | VICE PRESIDENT, LEADERSHIP & GOVERNANCE Key employee | 50 | $233,162 | $41,585 |
| MARK J MITCHELL | VP, ACCESS & AFFORDABILITY Highest-paid employee | 50 | $214,268 | $46,441 |
| HILARY D LAMONTE | VP, DASL Highest-paid employee | 50 | $211,704 | $42,862 |
| WILLIAM JARRED | VICE PRESIDENT, MARKETING, COMMUNICATIONS Highest-paid employee | 50 | $214,978 | $34,558 |
| CAROLINE BLACKWELL | VICE PRESIDENT, EQUITY AND Key employee | 50 | $179,658 | $44,840 |
| RONNIE E CODRINGTON-CAZEAU | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| TEKAKWITHA M PERNAMBUCO-WISE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MONIQUE L DEVANE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RANDALL C DUNN | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PENNY EVINS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL NACHBAR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| J ROSS PETERS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MADELEINE HEWITT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ADAM WEINBERG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN AUSTIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NONI THOMAS LOPEZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMES P HONAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMES CALLEROZ WHITE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CRISSY CACERES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SCOTT K PARKER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JEFFREY SELINGO | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2001 K ST NW STE 1150, WASHINGTON, DC 20006-1021
- Principal officer (990 for 2024)
- LISA SCHWARTZ, 2001 K STREET NW SUITE 1150, WASHINGTON, DC 20006
- Signed the 990
- LISA SCHWARTZ, CHIEF FINANCIAL OFFICER (INTERIM)
- Phone
- (202) 973-9700
- Website
- WWW.NAIS.ORG
- Return prepared by
- THOMPSON GREENSPON
Mission
AS THE LARGEST ASSOCIATION OF INDEPENDENT SCHOOLS, NAIS CO-CREATES THE FUTURE OF EDUCATION BY UNITING AND EMPOWERING OUR COMMUNITY. WE DO THIS THROUGH THOUGHT LEADERSHIP, RESEARCH, CREATION AND CURATION OF RESOURCES, AND DIRECT COLLABORATION WITH EDUCATION LEADERS.
Program accomplishments
- INFORMATION, DATA AND RESEARCH: NAIS ADVANCES THE EFFECTIVENESS AND SUSTAINABILITY OF INDEPENDENT SCHOOLS BY PROVIDING DATA, RESEARCH, AND THOUGHT LEADERSHIP THAT INFORM INSTITUTIONAL AND SECTOR WIDE DECISION MAKING. THROUGH SURVEYS, RESEARCH REPORTS, BENCHMARKS, AND CURATED INSIGHTS, NAIS HELPS SCHOOL LEADERS UNDERSTAND TRENDS RELATED TO ENROLLMENT, STAFFING, GOVERNANCE, FINANCES, AND SCHOOL CLIMATE. THESE RESOURCES SUPPORT EVIDENCE BASED PLANNING AND CONTINUOUS IMPROVEMENT AND ARE USED BY THOUSANDS OF SCHOOL LEADERS, BOARDS, AND ADMINISTRATORS ACROSS NAIS'S MEMBERSHIP OF MORE THAN 2,000 SCHOOLS.Expenses $8,189,434 · revenue $13,817,985
- COMMUNITY ENGAGEMENT, INCLUSION, AND THRIVING SCHOOLS: NAIS SUPPORTS INDEPENDENT SCHOOLS IN CULTIVATING HEALTHY, INCLUSIVE, AND CONNECTED COMMUNITIES THAT ENABLE STUDENTS, EDUCATORS, AND SCHOOL LEADERS TO THRIVE. THROUGH PROFESSIONAL LEARNING EXPERIENCES, CONFERENCES, INSTITUTES, AND DIAGNOSTIC RESOURCES, NAIS HELPS SCHOOLS STRENGTHEN BELONGING, FOSTER MEANINGFUL COMMUNITY ENGAGEMENT, AND ASSESS SCHOOL CLIMATE AND WELL BEING ACROSS STAKEHOLDER GROUPS. THESE PROGRAMS SUPPORT SCHOOL LEADERS AND BOARDS IN UNDERSTANDING COMMUNITY EXPERIENCES AND STRENGTHENING INSTITUTIONAL CULTURE. DURING THE RELEVANT PERIOD, COMMUNITY FOCUSED PROGRAMMING ENGAGED THOUSANDS OF PARTICIPANTS NATIONWIDE. IN ADDITION, DIAGNOSTIC RESOURCES SUPPORTING SCHOOL CLIMATE AND COMMUNITY ENGAGEMENT WERE USED BY NINE NAIS MEMBER SCHOOLS, GENERATING MORE THAN 3,000 INDIVIDUAL RESPONSES FROM STUDENTS, EDUCATORS, AND OTHER SCHOOL COMMUNITY MEMBERS. THIS WORK SUPPORTS THE DEVELOPMENT OF CRITICAL THINKING AND INTERPERSONAL SKILLS STUDENTS NEED FOR SUCCESS IN SCHOOL, WORK AND LIFE.Expenses $6,368,514 · revenue $6,373,999
- LEADERSHIP DEVELOPMENT AND PROFESSIONAL LEARNING: THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) ADVANCES EFFECTIVE LEADERSHIP ACROSS INDEPENDENT SCHOOLS BY PROVIDING PROFESSIONAL LEARNING OPPORTUNITIES FOR TRUSTEES, HEADS OF SCHOOL, ADMINISTRATORS, EDUCATORS, AND STAFF. THROUGH LARGE NATIONAL CONFERENCES, LEADERSHIP INSTITUTES, AND COHORT BASED PROGRAMS, NAIS STRENGTHENS GOVERNANCE, MANAGEMENT, AND EDUCATIONAL LEADERSHIP. DURING THE RELEVANT PERIOD, NAIS'S LARGEST MULTI DAY CONFERENCES SERVED THOUSANDS OF EDUCATORS AND SCHOOL LEADERS NATIONWIDE, WITH INDIVIDUAL EVENTS DRAWING MORE THAN 2,000 AND MORE THAN 6,000 PARTICIPANTS. IN ADDITION, HUNDREDS OF SCHOOL LEADERS PARTICIPATED IN LEADERSHIP INSTITUTES AND COHORT BASED LEARNING EXPERIENCES THAT SUPPORT LEADERSHIP DEVELOPMENT ACROSS ROLES, CAREER STAGES, AND INSTITUTIONAL CONTEXTS.Expenses $6,281,561 · revenue $3,872,464
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2104741
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1963
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $77,120,729
- Income (IRS master file)
- $27,313,581
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $27,311,841 | $25,029,905 | $77,120,729 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $25,550,387 | $22,745,430 | $69,707,569 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $23,037,438 | $22,548,084 | $59,244,151 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $18,301,841 | $16,719,005 | $55,691,288 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2104741).
Questions about NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC
- What is the EIN of NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC is 04-2104741.
- Is NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC?
- The 990 for the year ended June 30, 2025 names LISA SCHWARTZ.
- Who are the officers and directors of NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC?
- The 990 for the year ended June 30, 2025 lists 27 people; 11 received compensation from the organization, the highest $621,394 (DEBRA WILSON, PRESIDENT).
- How much revenue does NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $27,311,841, expenses of $25,029,905 and total assets of $77,120,729 at year end.
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