Civic Intelligence

National Surgical Assistant Association

990 • Fiscal year 2023 • EIN 54-1123342

Nov 01, 2022 to Oct 31, 2023 • Filed on Mar 12, 2024

Organization ProfileWWW.NSSAA.NET

View Organization Page

1775 Eye Street NW Suite 1150Washington, DC 20006

(855) 270-6722

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.05x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.01x

Higher debt load relative to revenue than 17% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

50%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$135,742

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Asset Growth

90th percentile

35%

Faster asset growth than 90% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

93%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$150,845

Flat from 2023

Net Assets

Flat

$143,428

Flat from 2023

Liabilities

Flat

$7,417

Flat from 2023

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Flat

$1,185,993

Flat from 2023

Expenses

Flat

$592,559

Flat from 2023

Net Income

Flat

$593,434

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0-$100KAssets 2011: $1,455Liabilities 2011: $1Net Assets 2011: $1,4542011Assets 2012: $13,173Liabilities 2012: $41,376Net Assets 2012: -$28,2032012Assets 2013: $33,980Liabilities 2013: $0Net Assets 2013: $33,9802013Assets 2014: $21,469Liabilities 2014: $29,827Net Assets 2014: -$8,3582014Assets 2015: $28,233Liabilities 2015: $4,395Net Assets 2015: $23,8382015Assets 2016: $66,307Liabilities 2016: $0Net Assets 2016: $66,3072016Assets 2017: $130,697Liabilities 2017: $209Net Assets 2017: $130,4882017Assets 2018: $88,730Liabilities 2018: $709Net Assets 2018: $88,0212018Assets 2019: $147,359Liabilities 2019: $709Net Assets 2019: $146,6502019Assets 2020: $184,330Liabilities 2020: $709Net Assets 2020: $183,6212020Assets 2021: $215,421Liabilities 2021: $4,167Net Assets 2021: $211,2542021Assets 2022: $112,067Liabilities 2022: $6,167Net Assets 2022: $105,9002022Assets 2023: $150,845Liabilities 2023: $7,417Net Assets 2023: $143,4282023Assets 2023: $150,845Liabilities 2023: $7,417Net Assets 2023: $143,4282023

Highlighted filing

2023

Assets$150,845
Liabilities$7,417
Net Assets$143,428
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $367,383Expenses 2011: $354,808Net Income 2011: $12,5752011Expenses 2012: $403,3362012Revenue 2013: $517,168Expenses 2013: $454,985Net Income 2013: $62,1832013Revenue 2014: $469,167Expenses 2014: $511,505Net Income 2014: -$42,3382014Revenue 2015: $493,500Expenses 2015: $461,304Net Income 2015: $32,1962015Revenue 2016: $533,916Expenses 2016: $491,447Net Income 2016: $42,4692016Revenue 2017: $632,586Expenses 2017: $568,247Net Income 2017: $64,3392017Revenue 2018: $597,547Expenses 2018: $586,650Net Income 2018: $10,8972018Revenue 2019: $647,378Expenses 2019: $588,749Net Income 2019: $58,6292019Revenue 2020: $609,304Expenses 2020: $572,333Net Income 2020: $36,9712020Revenue 2021: $584,852Expenses 2021: $557,219Net Income 2021: $27,6332021Revenue 2022: $613,801Expenses 2022: $565,963Net Income 2022: $47,8382022Revenue 2023: $1,185,993Expenses 2023: $592,559Net Income 2023: $593,4342023Revenue 2023: $1,185,993Expenses 2023: $592,559Net Income 2023: $593,4342023

Highlighted filing

2023

Revenue$1,185,993
Expenses$592,559
Net Income$593,434
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Mar 12, 2024
Return Version
2022v5.0
Gross Receipts
$1,185,993
Mission and Program Overview

Mission

To provide professional standards for surgical assistants and to promote excellence, education, training & professional certification for surgical assistants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$81,408$137,068▲ $55,660
Cash and Non-Interest-Bearing Accounts$30,660$13,777▼ $16,883
Total Assets$112,068$150,845▲ $38,777
Liabilities
Accounts Payable and Accrued Expenses$6,168$7,417▲ $1,249
Total Liabilities$6,168$7,417▲ $1,249
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$105,900$143,428▲ $37,528
Total Net Assets Fund Balance$105,900$143,428▲ $37,528
Total Liabilities and Net Assets / Fund Balance$112,068$150,845▲ $38,777

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$1,757$1,757
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David B Jennette Chief AdminCAOFT$135,742$135,742

Board Members and Trustees

NameTitle
Daniel BairdChairman of
James PressleyPresident
Paul Friedmen MdMedical Dire
William Dickhoner MdMedical Dire
Deborah RedmondMember at La
Heidi DaviesMember at La
Jackie JulianMember at La
Karen RiversMember at La
Brandon KingSecretary
William BarrisTreasurer
Helga OlsenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,111,942
Program Service Revenue
$74,051
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$593,434
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$339,405
Salaries, Compensation, and Employee Benefits$253,154
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$108,593$27,149-$135,742
Fees for Services Lobbying-$90,840-$90,840
Other Salaries and Wages$27,541$58,870-$86,411
Conferences and Meetings$46,434$11,150-$57,584
Office Expenses-$27,898-$27,898
Payroll Taxes-$17,175-$17,175
Other Expenses$19,150$16,374-$16,374
Information Technology-$14,578-$14,578
Other Employee Benefits-$13,826-$13,826
Occupancy-$7,403-$7,403
All Other Expenses$3,050$1,950-$5,000
Fees for Services Other$2,786$1,760-$4,546
Insurance-$3,328-$3,328
Travel-$2,004-$2,004
Total Functional Expenses$281,004$311,555$0$592,559
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Nccsa LLC Owned by Dan BairdVendor/chairmanCertification FeesNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Form 990, Part VII

“Governing body the president, vice-president, treasurer, secretary, immediate past president and chairperson of the board of directors of the association shall constitute the executive committee. The executive committee shall have the authority to act on behalf of the association between regular meetings of the directors. The board of directors must validate the actions of the executive committee at its next regular or special meeting. Any such action not so validated willl not be legally binding on the association. The chairperson of the board of directors shall act as chairperson of the executive committee. A majority of the executive committee shall be by majority of those present unless otherwise requested by the chairperson of the board of directors. Availability of governing documents all governing documents, conflict of interest policy, and financial statements are available to the attendees of the annual general meeting held during the national conference. Additionally, requests for this information can be made directly to the national office in writing via u.s. Mail, e-mail or fax. Review of tax return the tax return is presented to the board of directors for review at a quarterly meeting prior to the due date of the return.”

Filing and Contact Details

Filer

Filer Name
National Surgical Assistant
EIN
54-1123342
Phone
8552706722
Address
1775 EYE STREET NW SUITE 1150, WASHINGTON, DC 20006

Signing Officer

Name
David B Jennette Chief Admin
Title
CAO
Phone
8552706722
Signed
2024-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David B Jennette Chief Admin
Formed
2012
Legal Domicile
Dc
Voting Board Members
11
Independent Board Members
11
Employees
3

Preparer

Firm
Wade & Company Llp
Address
770 S POST OAK LANE SUITE 101, HOUSTON, TX 77056
Preparer
John P Wade
Phone
7136223900
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“MAINTAINING OPERATIONS”

Raw XML Appendix385 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt025496
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MAINTAINING OPERATIONS
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IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0750
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IRS990/PYRevenuesLessExpensesAmt047838
IRS990/PYSalariesCompEmpBnftPaidAmt0240326
IRS990/PYTotalExpensesAmt0565963
IRS990/PYTotalRevenueAmt0613801
IRS990/ReconcilationRevenueExpnssAmt0593434
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/RevenueAmt047805
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01757
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0NCCSA LLC OWNED BY DAN BAIRD
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CERTIFICATION FEES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MAINTAINING OPERATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING BODY THE PRESIDENT, VICE-PRESIDENT, TREASURER, SECRETARY, IMMEDIATE PAST PRESIDENT AND CHAIRPERSON OF THE BOARD OF DIRECTORS OF THE ASSOCIATION SHALL CONSTITUTE THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO ACT ON BEHALF OF THE ASSOCIATION BETWEEN REGULAR MEETINGS OF THE DIRECTORS. THE BOARD OF DIRECTORS MUST VALIDATE THE ACTIONS OF THE EXECUTIVE COMMITTEE AT ITS NEXT REGULAR OR SPECIAL MEETING. ANY SUCH ACTION NOT SO VALIDATED WILLL NOT BE LEGALLY BINDING ON THE ASSOCIATION. THE CHAIRPERSON OF THE BOARD OF DIRECTORS SHALL ACT AS CHAIRPERSON OF THE EXECUTIVE COMMITTEE. A MAJORITY OF THE EXECUTIVE COMMITTEE SHALL BE BY MAJORITY OF THOSE PRESENT UNLESS OTHERWISE REQUESTED BY THE CHAIRPERSON OF THE BOARD OF DIRECTORS. AVAILABILITY OF GOVERNING DOCUMENTS ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE ATTENDEES OF THE ANNUAL GENERAL MEETING HELD DURING THE NATIONAL CONFERENCE. ADDITIONALLY, REQUESTS FOR THIS INFORMATION CAN BE MADE DIRECTLY TO THE NATIONAL OFFICE IN WRITING VIA U.S. MAIL, E-MAIL OR FAX. REVIEW OF TAX RETURN THE TAX RETURN IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AT A QUARTERLY MEETING PRIOR TO THE DUE DATE OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0112068
IRS990/TotalAssetsEOYAmt0150845
IRS990/TotalAssetsGrp/BOYAmt0112068
IRS990/TotalAssetsGrp/EOYAmt0150845
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01111942
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0311555
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0281004
IRS990/TotalFunctionalExpensesGrp/TotalAmt0592559
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06168
IRS990/TotalLiabilitiesEOYAmt07417
IRS990/TotalLiabilitiesGrp/BOYAmt06168
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0105900
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IRS990/TotalOtherProgSrvcExpenseAmt0158070
IRS990/TotalOtherProgSrvcRevenueAmt0750
IRS990/TotalProgramServiceExpensesAmt0281004
IRS990/TotalProgramServiceRevenueAmt074051
IRS990/TotalReportableCompFromOrgAmt0135742
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt074051
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01185993
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0112068
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0150845
IRS990/TravelGrp/ManagementAndGeneralAmt02004
IRS990/TravelGrp/TotalAmt02004
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IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.NSSAA.NET
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID B JENNETTE CHIEF ADMIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CAO
ReturnHeader/BusinessOfficerGrp/PhoneNum08552706722
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL SURGICAL ASSISTANT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0541123342
ReturnHeader/Filer/PhoneNum08552706722
ReturnHeader/Filer/USAddress/AddressLine1Txt01775 EYE STREET NW SUITE 1150
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200578681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WADE & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0770 S POST OAK LANE SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077056
ReturnHeader/PreparerPersonGrp/PhoneNum07136223900
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P WADE
ReturnHeader/ReturnTs02024-03-12T15:57:28-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JENNETTE
ReturnHeader/TaxPeriodBeginDt02022-11-01
ReturnHeader/TaxPeriodEndDt02023-10-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,845
Liabilities
$7,417
Net assets
$143,428
Revenue
$1,185,993
Expenses
$592,559
Net income
$593,434
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.01$0.14$1.19$0.59$0.59
2023Summary only. Only limited summary data is available for this year.$0.15$0.01$0.14$1.19$0.59$0.59
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.01$0.11$0.61$0.57$0.05
2021Summary only. Only limited summary data is available for this year.$0.22$0.00$0.21$0.58$0.56$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.18$0.61$0.57$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.65$0.59$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.60$0.59$0.01
2017Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$0.63$0.57$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.53$0.49$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.02$0.49$0.46$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.03$0.01$0.47$0.51$0.04
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$0.52$0.45$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.04$0.03$0.40
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.37$0.35$0.01