Organizations Filed Purposes:
THE USUAL PUBLIC ACTIVITIES OF THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO) ARE TO DEVELOP, PROMOTE, AND IMPROVE BUSINESS AND FINANCIAL PRINCIPLES AND PRACTICES IN THE ADMINISTRATION OF INSTITUTIONS OF HIGHER EDUCATION AND TO FOSTER AMONG MEMBER INSTITUTIONS PROFESSIONAL IDEALS AND STANDARDS IN BUSINESS AND FINANCIAL ADMINISTRATION.NACUBO'S CORE MISSION IS TO IMPROVE FINANCIAL AND ADMINISTRATIVE MANAGEMENT AT INSTITUTIONS OF HIGHER EDUCATION. TO THIS END, NACUBO MARSHALS EXPERTISE, SHARES KNOWLEDGE, PROVIDES TECHNICAL ASSISTANCE, AND ENCOURAGES INNOVATION IN BUSINESS PRACTICES. AREAS OF FOCUS INCLUDE ACCOUNTING AND FINANCIAL MANAGEMENT INCLUDING ENDOWMENTS AND DEBT, TAXATION, STUDENT FINANCIAL SERVICES, AND BUSINESS OPERATIONS INCLUDING INFORMATION TECHNOLOGY AND FACILITIES MANAGEMENT.
TO IMPROVE FINANCIAL AND ADMINISTRATIVE MANAGEMENT AT INSTITUTIONS OF HIGHER EDUCATION.
MEMBER SERVICES:UNIVERSITIES - THE ASSOCIATION KEEPS MEMBERS INFORMED OF FEDERAL ACTIONS, SOLICITS MEMBER OPINIONS AND CONCERNS, AND ADVOCATES FOR THE BEST INTERESTS OF COLLEGES AND UNIVERSITIES WITH CONGRESS AND FEDERAL AGENCIES. THE ASSOCIATION'S ADVOCACY EFFORTS WERE COORDINATED WITH A NUMBER OF OTHER ASSOCIATION'S REPRESENTING VARIOUS HIGHER EDUCATION CONSTITUENCIES. IN ADDITION, NACUBO IS THE VOICE FOR HIGHER EDUCATION WITH THE VARIOUS BODIES THAT SET STANDARDS FOR ACCOUNTING PRACTICES, SUCH AS THE FINANCIAL ACCOUNTING STANDARDS BOARD, THE ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS, AND THE U.S. GENERAL ACCOUNTING OFFICE. (CONTINUE ON SCHEDULE O)RESEARCH - NACUBO UNDERTAKES BOTH ON-GOING LONGITUDINAL STUDIES IMPORTANT TO THE HIGHER EDUCATION INDUSTRY SUCH AS THE ASSOCIATION'S ANNUAL STUDY OF COLLEGE AND UNIVERSITY ENDOWMENTS AND SHORT SURVEYS OR RESEARCH ON SPECIFIC ISSUES OF CONCERN.REGIONAL ASSOCIATIONS AND PARTNERSHIPS - NACUBO MANAGES AN ASSOCIATION MANAGEMENT SYSTEM THAT SERVES THE JOINT MEMBERSHIP OF THE NATIONAL ASSOCIATION AND ITS FOUR REGIONAL AFFILIATED ASSOCIATIONS (CACUBO, EACUBO, SACUBO AND WACUBO). THE SYSTEM CAPTURES A VARIETY OF DATA POINTS THAT ENABLE IMPROVED TRACKING OF INDIVIDUAL MEMBER ACTIVITY AND DUES BILLING AND COLLECTION PROCESSES. THIS DATABASE IS LINKED TO BOTH A CONTENT MANAGEMENT SYSTEM AND THE ASSOCIATION WEBSITE IMPROVING MEMBER SERVICE.AWARDS PROGRAM - NACUBO RECOGNIZES INSTITUTIONAL AND INDIVIDUAL EXCELLENCE THROUGH ITS AWARDS PROGRAM. THESE AWARDS WERE PRESENTED TO INDIVIDUALS WHO SHOWED OUTSTANDING ACHIEVEMENT AND EXEMPLARY PERFORMANCE IN THE AREAS OF FINANCIAL MANAGEMENT, ENDOWMENT MANAGEMENT, PROFESSIONAL DEVELOPMENT AND MORE. INSTITUTIONS WERE RECOGNIZED THAT DEMONSTRATED INNOVATION IN THE AREAS OF PROCESS IMPROVEMENT AND RESOURCE ENHANCEMENT.
CONFERENCES, WORKSHOPS, AND SEMINARS:THE NACUBO ANNUAL MEETING IS THE MOST IMPORTANT PROFESSIONAL DEVELOPMENT EVENT OF THE YEAR FOR COLLEGE AND UNIVERSITY BUSINESS OFFICERS AND THEIR STAFF. THE CONFERENCE WAS HELD IN AUSTIN, TX FOR THE 2020 FISCAL YEAR. SESSION TOPICS INCLUDED ADVANCING TECHNOLOGY, ENHANCING THE BUILT ENVIRONMENT, FINANCING THE ENTERPRISE, IMPLEMENTING AND LEADING CHANGE, IMPROVING THE STUDENT EXPERIENCE, PLANNING & BUDGETING, AND MANY OTHER TECHNICAL, MANAGERIAL AND LEADRSHIP ISSUES. (CONTINUE ON SCHEDULE O).NACUBO PRESENTS WEB CASTS FROM THE ASSOCIATION'S STUDIO DURING THE YEAR.THE WEB CASTS COVERED "HOT TOPICS" IN HIGHER EDUCATION BUSINESS AND ADMINISTRATION. THIS DEPARTMENT ADMINISTERS A CONTINUING PROFESSIONAL EDUCATION (CPE) CREDIT PROGRAM FOR CERTIFIED PUBLIC ACCOUNTANTS. NACUBO IS REGISTERED WITH THE NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY (NASBA) AS A SPONSOR OF CONTINUING PROFESSIONAL EDUCATION ON THE NATIONAL REGISTRY OF CPE SPONSORS. PROFESSIONAL DEVELOPMENT (PDC) -NACUBO CREATES AND DELIVERS A BROAD RANGE OF PROGRAMS, SERVICES, AND PRODUCTS THAT ARE DESIGNED TO STRENGTHEN THE ABILITIES AND KNOWLEDGE OF CAMPUS ADMINISTRATORS AT ALL LEVELS. TO MEET THE CHANGING NEEDS OF HIGHER EDUCATION, NACUBO HAS DEVELOPED A VARIETY OF WORKSHOPS AND MATERIALS COVERING TOPICS IN THE FIELDS OF ACCOUNTING, HIGHER EDUCATION FINANCE, LEADERSHIP AND MANAGEMENT, TAX, STUDENT FINANCIAL SERVICES, CAMPUS OPERATIONS, AND TECHNOLOGY.
CONSULTING:NACUBO CONSULTING PROVIDES PRACTICAL GUIDANCE TO HIGHER EDUCATION INSTITUTIONS. OUR AIM IS TO BE AN INSTITUTION'S PARTNER IN PRACTICE. NACUBO CONSULTANTS BRING EXPERTISE, EXPERIENCE, AND LEADERSHIP ABILITIES TO EVERY ENGAGEMENT SEEKING TO SUPPORT INSTITUTIONS IN CRITICAL AREAS. ALL OF THE CONSULTING ENGAGEMENTS ARE CUSTOMIZED WITH DEFINED SCOPES OF WORK TO SUPPORT MEMBERS WORK THROUGH COMPLEX PROBLEMS OR IMPROVE OPERATIONS.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Susan Johnston | PRESIDENT/CEO | 50 | $472,794 |
| Matt Hamill | SR. VP, ADVOCACY & ISSUE ANALYSIS | 50 | $256,793 |
| Marta Perez-Drake | SR. VP, PROFESSIONAL DEVELOPEMENT | 50 | $221,822 |
| Elizabeth Clark | VP. POLICY AND RESEARCH | 35 | $185,104 |
| Susan Menditto | SR. DIRECTOR, ACCOUNTING POLICY | 35 | $162,151 |
| Jacalyn Askin | SR. FELLOW, FINANCE & CAMPUS MGMT | 35 | $150,865 |
| Laura Wamsted | SR. DIRECTOR, BUSINESS DEVELOPMENT | 35 | $146,738 |
| Timothy Roberson | VP. LEADERSHIP DEVELOPMENT | 35 | $145,014 |
| Mitchell Wein | DIRECTOR | 1 | $0 |
| Matthew Ward | DIRECTOR | 1 | $0 |
| Michael D Volna | DIRECTOR | 1 | $0 |
| Nicole Trufant | DIRECTOR | 1 | $0 |
| Susan Scroggis | DIRECTOR | 1 | $0 |
| Elizabeth L Paul | DIRECTOR | 1 | $0 |
| Keith Mcintosh | DIRECTOR | 1 | $0 |
| Maryfrances Mccourt | DIRECTOR | 1 | $0 |
| Susan A Maddux | DIRECTOR | 1 | $0 |
| Mary Lagrange | DIRECTOR | 1 | $0 |
| Diana Kuhlmann | DIRECTOR | 1 | $0 |
| Ruth A Johnston | DIRECTOR | 1 | $0 |
| Laura Hubbard | DIRECTOR | 1 | $0 |
| Russ Hannah | DIRECTOR | 1 | $0 |
| Teresa Costantinidis | DIRECTOR | 1 | $0 |
| Corey S Bradford | DIRECTOR | 1 | $0 |
| David Bea | DIRECTOR | 1 | $0 |
| Arch Asawa | DIRECTOR | 1 | $0 |
| Wilma Phillips | SECRETARY | 1 | $0 |
| Lynne Schaefer | IMMEDIATE PAST CHAIR | 1 | $0 |
| Robert G Moore | VICE CHAIR | 1 | $0 |
| Lynn Valenter | CHAIR | 1 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202111039349301216_public.xml