2025-05-13T13:28:37-05:00 2024-06-30 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2023-07-01 541999773 AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS INC AMER 7035280700 1615 DUKE ST ALEXANDRIA VA 223143406 DAVID SCHULER EXECUTIVE DIRECTOR 7035280700 2025-05-12 1 0 KRISTEN BARNETT P01234578 8133162300 2025-05-12 2023 2025-03-06 01:10:19Z AASA DAVID SCHULER 1615 DUKE ST ALEXANDRIA VA 223143406 23868416 0 X WWW.AASA.ORG X 2001 VA AASA, THE SCHOOL SUPERINTENDENTS ASSOCIATION ADVOCATES FOR EQUITABLE ACCESS FOR ALL STUDENTS TO THE HIGHEST QUALITY PUBLIC EDUCATION AND DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS. 154 154 50 154 1135139 32602 5469708 4986689 13068856 13542832 421016 807014 1228042 962184 20187622 20298719 525000 70000 0 0 6131914 7175961 0 0 370480 11028173 11305540 17685087 18551501 2502535 1747218 29759241 31724711 9199785 8304628 20559456 23420083 X AASA ADVOCATES FOR THE HIGHEST QUALITY PUBLIC EDUCATION FOR ALL STUDENTS, AND DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS. 0 0 5365913 3919678 LEADERSHIP SERVICES:PROVIDES SPECIALIZED SERVICES TO OUR MEMBERS IN A WIDE ARRAY OF CERTIFICATION AND CONSORTIA GROUP PROGRAMS. THE PROGRAMS PROVIDE SCHOOL SYSTEM LEADERS WITH 21ST CENTURY LEARNING THROUGH THE USE OF RESEARCH DRIVEN BEST PRACTICES TO PROVIDE KNOWLEDGE ON CRITICAL ISSUES FACING THE EDUCATION COMMUNITY AND BUILD LEADERSHIP SKILLS, DISPOSITIONS AND EXPERTISE TO ADDRESS THEM THAT WILL BENEFIT ALL STUDENTS. 2907337 4346728 NATIONAL CONFERENCE ON EDUCATION:THE ASSOCIATION HOSTS THE NATIONAL CONFERENCE ON EDUCATION ANNUALLY. THIS CONFERENCE FEATURES NATIONALLY RECOGNIZED SPEAKERS, HOW-TO SESSIONS FOR SCHOOL ADMINISTRATORS, A NATIONAL EXHIBIT OF EDUCATIONAL PRODUCTS, SMALL-GROUP MEETINGS AND PRE-SESSIONS. 1589182 3867294 MEMBERSHIP:A PROFESSIONAL COMMUNITY OF MORE THAN 10,000 EDUCATIONAL LEADERS, AASA AND ITS MEMBERS ARE COMMITTED TO PROVIDING HIGH-QUALITY PUBLIC EDUCATION TO ALL STUDENTS.AASA DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS THROUGH THE NATIONAL EXCHANGE OF IDEAS:- ACCESS TO PROFESSIONAL LEARNING- NETWORKING, PUBLICATIONS AND RESOURCES; AND- OPPORTUNITIES TO CHAMPION INITIATIVES TO HELP TRANSFORM THE FUTURE OF PUBLIC EDUCATION. 1215265 COMMUNICATIONS 1194836 219408 PUBLIC POLICY AND ADVOCACY 459013 70000 CHILDREN'S INITIATIVE 874137 GOVERNANCE 309562 AWARDS 259568 12084 EDUCATIONAL MEETINGS 7669 10155 OTHER SERVICES 4320050 70000 241647 14182482 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 383 0 1 50 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 154 154 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 1 0 0 VA X BRANDON GLOTFELTY 7035280700 1615 DUKE ST ALEXANDRIA VA 223143406 GLADYS CRUZ PRESIDENT 2.00 X X 0 0 0 GUSTAVO BALDERAS PRESIDENT ELECT 2.00 X X 0 0 0 SHARI CAMHI IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 JON BALES EXECUTIVE COMMITTEE 2.00 X 0 0 0 MATTHEW BURROWS EXECUTIVE COMMITTEE 2.00 X 0 0 0 JESSICA DAIN EXECUTIVE COMMITTEE 2.00 X 0 0 0 LATONYA GOFFNEY EXECUTIVE COMMITTEE 2.00 X 0 0 0 MARTHA GROUP EXECUTIVE COMMITTEE 2.00 X 0 0 0 CORRINA GUARDIPEE-HALL EXECUTIVE COMMITTEE 2.00 X 0 0 0 SCOTT HANBACK EXECUTIVE COMMITTEE 2.00 X 0 0 0 DAVID LAW EXECUTIVE COMMITTEE 2.00 X 0 0 0 TOBIN NOVASIO EXECUTIVE COMMITTEE 2.00 X 0 0 0 HEATHER PERRY EXECUTIVE COMMITTEE 2.00 X 0 0 0 MARTHA SALAZAR-ZAMORA EXECUTIVE COMMITTEE 2.00 X 0 0 0 HEIDI SIPE EXECUTIVE COMMITTEE 2.00 X 0 0 0 DERON STENDER EXECUTIVE COMMITTEE 2.00 X 0 0 0 COSIMO TANGORRA EXECUTIVE COMMITTEE 2.00 X 0 0 0 MICHELE TAYLOR EXECUTIVE COMMITTEE 2.00 X 0 0 0 WAYNE VICKERS EXECUTIVE COMMITTEE 2.00 X 0 0 0 STEVE WEBB EXECUTIVE COMMITTEE 2.00 X 0 0 0 LEE ANN WENTZEL EXECUTIVE COMMITTEE 2.00 X 0 0 0 JAY CURTIS GOVERNING BOARD 2.00 X 0 0 0 MATTHEW AKIN GOVERNING BOARD 2.00 X 0 0 0 SHANE HOTCHKISS GOVERNING BOARD 2.00 X 0 0 0 WINFRIED FENEBERG GOVERNING BOARD 2.00 X 0 0 0 MIKE SHEPPARD GOVERNING BOARD 2.00 X 0 0 0 DAVID SOVINE GOVERNING BOARD 2.00 X 0 0 0 CINDY FINN GOVERNING BOARD 2.00 X 0 0 0 ALAN ADDLEY GOVERNING BOARD 2.00 X 0 0 0 JENNIFER KELSALL GOVERNING BOARD 2.00 X 0 0 0 KRESTIN BAHR GOVERNING BOARD 2.00 X 0 0 0 GILLIAN CHAPMAN GOVERNING BOARD 2.00 X 0 0 0 BRANDT DICK GOVERNING BOARD 2.00 X 0 0 0 NICHOLAS GUARENTE GOVERNING BOARD 2.00 X 0 0 0 DAVID JENSEN GOVERNING BOARD 2.00 X 0 0 0 STEVE MATTHEWS GOVERNING BOARD 2.00 X 0 0 0 NICHOLAS OUELLETTE GOVERNING BOARD 2.00 X 0 0 0 MICHELLE PRICE GOVERNING BOARD 2.00 X 0 0 0 DAVEDA COLBERT GOVERNING BOARD 2.00 X 0 0 0 MARIE AHERN GOVERNING BOARD 2.00 X 0 0 0 JOHN HUDSON GOVERNING BOARD 2.00 X 0 0 0 CRAIG OFTEDAHL GOVERNING BOARD 2.00 X 0 0 0 GLENN ROBBINS GOVERNING BOARD 2.00 X 0 0 0 AARON SPENCE GOVERNING BOARD 2.00 X 0 0 0 RANDALL SQUIER GOVERNING BOARD 2.00 X 0 0 0 PATRICIA SHEFFER GOVERNING BOARD 2.00 X 0 0 0 LAURIE BARRON GOVERNING BOARD 2.00 X 0 0 0 LUVELLE BROWN GOVERNING BOARD 2.00 X 0 0 0 JEFFREY BROWN GOVERNING BOARD 2.00 X 0 0 0 ROB CLAYTON GOVERNING BOARD 2.00 X 0 0 0 RICHARD COLPITTS GOVERNING BOARD 2.00 X 0 0 0 ERIC CONTI GOVERNING BOARD 2.00 X 0 0 0 CLAY CORLEY GOVERNING BOARD 2.00 X 0 0 0 RUSSELL DYER GOVERNING BOARD 2.00 X 0 0 0 KRISTIN HUMPHRIES GOVERNING BOARD 2.00 X 0 0 0 KELLI JOSEPH GOVERNING BOARD 2.00 X 0 0 0 NATHAN MCCANN GOVERNING BOARD (THROUGH 10/15/2023) 2.00 X 0 0 0 KEVIN MCGOWAN GOVERNING BOARD 2.00 X 0 0 0 BRIDGET O'CONNELL GOVERNING BOARD 2.00 X 0 0 0 MIKE PERRY GOVERNING BOARD 2.00 X 0 0 0 DAVID STYLER GOVERNING BOARD 2.00 X 0 0 0 ROBERT FULTON GOVERNING BOARD 2.00 X 0 0 0 SCOTT ROCCO GOVERNING BOARD 2.00 X 0 0 0 JASON ANDREWS GOVERNING BOARD 2.00 X 0 0 0 DAWN APODACA GOVERNING BOARD 2.00 X 0 0 0 WAYNE BARKER GOVERNING BOARD 2.00 X 0 0 0 SCOTT DOERR GOVERNING BOARD 2.00 X 0 0 0 DREW EICHELBERGER GOVERNING BOARD 2.00 X 0 0 0 JOHN FRENCH GOVERNING BOARD 2.00 X 0 0 0 J HARRISON GOODWIN GOVERNING BOARD 2.00 X 0 0 0 BECKY GUFFIN GOVERNING BOARD 2.00 X 0 0 0 DAN HILE GOVERNING BOARD 2.00 X 0 0 0 MORRIS LEIS GOVERNING BOARD 2.00 X 0 0 0 BRYAN LUIZZI GOVERNING BOARD 2.00 X 0 0 0 SHAUN NELMS GOVERNING BOARD (THROUGH 12/30/2023) 2.00 X 0 0 0 GENNARO PIRAINO GOVERNING BOARD 2.00 X 0 0 0 MELISSA POLONCIC GOVERNING BOARD 2.00 X 0 0 0 SUSAN RIEKE-SMITH GOVERNING BOARD 2.00 X 0 0 0 KENNY RODREQUEZ GOVERNING BOARD 2.00 X 0 0 0 WILLIAM ROYSTER GOVERNING BOARD 2.00 X 0 0 0 MELISSA SADORF GOVERNING BOARD 2.00 X 0 0 0 RAYMOND SANCHEZ GOVERNING BOARD 2.00 X 0 0 0 DIANE SANNA GOVERNING BOARD 2.00 X 0 0 0 BHAVNA SHARMA-LEWIS GOVERNING BOARD 2.00 X 0 0 0 KUSUM SINHA GOVERNING BOARD 2.00 X 0 0 0 LOUIS STEIGERWALD GOVERNING BOARD 2.00 X 0 0 0 KRISTY SOMERVILLE-MIDGETTE GOVERNING BOARD 2.00 X 0 0 0 BRIAN BLAKE GOVERNING BOARD 2.00 X 0 0 0 BRIAN CAPISTRAN GOVERNING BOARD 2.00 X 0 0 0 SEAN BULSON GOVERNING BOARD 2.00 X 0 0 0 MICHAEL BARNES GOVERNING BOARD 2.00 X 0 0 0 WENDY BIRHANZEL GOVERNING BOARD 2.00 X 0 0 0 DAVID BUCK GOVERNING BOARD 2.00 X 0 0 0 MICHAEL CONNOLLY GOVERNING BOARD 2.00 X 0 0 0 TRACI DAVIS GOVERNING BOARD 2.00 X 0 0 0 JEFF ELSTAD GOVERNING BOARD 2.00 X 0 0 0 LANCE EVANS GOVERNING BOARD 2.00 X 0 0 0 RUPAK GANDHI GOVERNING BOARD 2.00 X 0 0 0 SHARONICA HARDIN-BARTLEY GOVERNING BOARD 2.00 X 0 0 0 CLAYTON HOLLAND GOVERNING BOARD 2.00 X 0 0 0 MICHELLE HUBBARD GOVERNING BOARD 2.00 X 0 0 0 GERALD HUDSON GOVERNING BOARD 2.00 X 0 0 0 DONNA LEWIS GOVERNING BOARD 2.00 X 0 0 0 RANDAL LUTZ GOVERNING BOARD 2.00 X 0 0 0 BECKY MEYER GOVERNING BOARD 2.00 X 0 0 0 COREY MIKLUS GOVERNING BOARD 2.00 X 0 0 0 CHRISTOPHER MILLS GOVERNING BOARD 2.00 X 0 0 0 BRAD MOORE GOVERNING BOARD 2.00 X 0 0 0 MEREDITH NADEAU GOVERNING BOARD 2.00 X 0 0 0 CHRISTOPHER NAIL GOVERNING BOARD 2.00 X 0 0 0 MARK NAUGLE GOVERNING BOARD 2.00 X 0 0 0 BROOKE OLSEN-FARRELL GOVERNING BOARD 2.00 X 0 0 0 DON PHIPPS GOVERNING BOARD 2.00 X 0 0 0 JEREMY RAY GOVERNING BOARD 2.00 X 0 0 0 PAUL SCHLEY GOVERNING BOARD 2.00 X 0 0 0 QUINTIN SHEPHERD GOVERNING BOARD 2.00 X 0 0 0 MISCHELLE SIMCOX GOVERNING BOARD 2.00 X 0 0 0 JOSEPH STUTTING GOVERNING BOARD 2.00 X 0 0 0 PAUL SWEAT GOVERNING BOARD 2.00 X 0 0 0 CHRIS TIMMIS GOVERNING BOARD 2.00 X 0 0 0 MICHAEL WELLS GOVERNING BOARD 2.00 X 0 0 0 WILLIAM WILSON GOVERNING BOARD 2.00 X 0 0 0 WAYNE WORKMAN GOVERNING BOARD 2.00 X 0 0 0 CHRIS COFFELT GOVERNING BOARD 2.00 X 0 0 0 FRANK HAUSER GOVERNING BOARD 2.00 X 0 0 0 JOHN MALLOY GOVERNING BOARD 2.00 X 0 0 0 SHERRY DURKEE GOVERNING BOARD 2.00 X 0 0 0 RON BANNER GOVERNING BOARD 2.00 X 0 0 0 KAREN BARBER GOVERNING BOARD 2.00 X 0 0 0 STEPHEN BIGELOW GOVERNING BOARD 2.00 X 0 0 0 CHERYL CHAMP GOVERNING BOARD 2.00 X 0 0 0 JARED CLEVELAND GOVERNING BOARD 2.00 X 0 0 0 MARVIN CONNELLY GOVERNING BOARD 2.00 X 0 0 0 TIM DILG GOVERNING BOARD 2.00 X 0 0 0 KENNETH DYER GOVERNING BOARD 2.00 X 0 0 0 CATHERINE GALLAGHER GOVERNING BOARD 2.00 X 0 0 0 KEVIN GARINGER GOVERNING BOARD 2.00 X 0 0 0 KATHY GREIDER GOVERNING BOARD 2.00 X 0 0 0 ADRIAN HOWIE GOVERNING BOARD 2.00 X 0 0 0 WALTER JACKSON GOVERNING BOARD 2.00 X 0 0 0 TREVOR MILLER GOVERNING BOARD 2.00 X 0 0 0 MITZI MORILLO GOVERNING BOARD 2.00 X 0 0 0 RYAN NOSS GOVERNING BOARD 2.00 X 0 0 0 TONYA OLSON GOVERNING BOARD 2.00 X 0 0 0 NORIS PRICE GOVERNING BOARD 2.00 X 0 0 0 LESLIE RICCIARDELLI GOVERNING BOARD 2.00 X 0 0 0 LISA SAYLES-ADAMS GOVERNING BOARD 2.00 X 0 0 0 STACEY SCHMIDT GOVERNING BOARD 2.00 X 0 0 0 DAN SCHNOES GOVERNING BOARD 2.00 X 0 0 0 WADE SMITH GOVERNING BOARD 2.00 X 0 0 0 CHRESAL THREADGILL GOVERNING BOARD 2.00 X 0 0 0 JULIE VITALE GOVERNING BOARD 2.00 X 0 0 0 MIKE VUCKOVICH GOVERNING BOARD 2.00 X 0 0 0 LEE WHITE GOVERNING BOARD 2.00 X 0 0 0 JAMES EVERETT GOVERNING BOARD 2.00 X 0 0 0 ANIBAL SOLER GOVERNING BOARD 2.00 X 0 0 0 DAVID SCHULER EXECUTIVE DIRECTOR 40.00 X 511431 0 42271 ANTHONY J SCHLORFF AED, FINANCE, TECH, AND OPS 40.00 X 92830 0 4311 BRANDON GLOTFELTY DIRECTOR OF FINANCE 40.00 X 115550 0 17529 MORTON SHERMAN SR AED, LEADERSHIP NETWORK 40.00 X 235622 0 18064 CHRISTOPHER DAW AED, ASSOC. SVCS & CHIEF OF STAFF 40.00 X 196262 0 45463 TAMMY BARBARA AED & CHIEF PARTNERSHIP OFFICER 40.00 X 188077 0 13987 NOELLE ELLERSON NG AED, GOVERNANCE & ADVOCACY 40.00 X 184744 0 36944 GAYANE MINASYAN ONLINE TECHNOLOGIES DIRECTOR 40.00 X 130137 0 20852 VALERIE TRUESDALE SR. ASSISTANT EXECUTIVE DIRECTOR 40.00 X 181400 0 29912 AMELIA VANCE CHIEF COUNSEL, STUD. & CHILD PRIVACY PROJECT 40.00 X 145450 0 26659 JAY GOLDMAN EDITOR 40.00 X 137145 0 50042 MEGAN MORAN SR DIR, MARKETING & COMMUNICATIONS 40.00 X 125897 0 9660 DANIEL DOMENECH FORMER EXECUTIVE DIRECTOR 0.00 X 345104 0 19637 HARRY C WOODRUFF II FORMER COO 0.00 X 193375 0 9990 2783024 0 345321 22 1 1 0 FREEMAN PO BOX 734596 DALLAS TX 75373 LOGISTICS SUPPORT SERVICE 894515 FORREST T JONES & CO 13800 COPPERMINE ROAD HERNDON VA 20171 LEGAL SUPPORT SERVICES 510661 SMITHBUCKLIN CORPORATION 8318 SOLUTIONS CENTER CHICAGO IL 60677 ASSOCIATION MGMT & AGENCY SVCS 423627 CSG CREATIVE 313 S PATRICK ST ALEXANDRIA VA 22314 ADVERTISING & GRAPHIC DESIGN SVCS 382251 THE HANOVER RESEARCH COUNCIL LLC 4401 WILSON BLVD 9TH FL ARLINGTON VA 22203 SUBSCRIPTION-BASED RESEARCH SVCS 164662 11 4986689 4986689 CONVENTION REVENUE 900099 4346728 4346728 LEADERSHIP SERVICES 900099 3919678 3919678 MEMBERSHIP DUES 900099 3867294 3867294 ADVERTISING REVENUE 541800 1177641 1177641 PUBLIC POLICY & ADVOC. 900099 219407 219407 12084 12084 13542832 609623 609623 1012890 1012890 143985 235379 -91394 -91394 -42502 -48892 3526873 3329482 197391 197391 197391 10155 4836 5319 5319 OTHER INCOME 900099 35369 35369 35369 20298719 12370510 1135139 1806381 X 70000 70000 2061477 1379559 630686 51232 3223354 1929814 1221874 71666 199153 145270 48488 5395 1305351 952176 317815 35360 386626 282021 94132 10473 37157 30111 5636 1410 60715 49201 9209 2305 62135 62135 3736086 3027577 566687 141822 23932 19394 3630 908 1118197 930564 185292 2341 369922 299770 56110 14042 47976 31779 15017 1180 1291279 1046086 230479 14714 3152044 3056102 89501 6441 32374 32374 106072 70261 33202 2609 SUBCONTRACTS 568868 568868 DUES, SUBSCRIPTIONS 289694 201193 80951 7550 OTHER COSTS 186857 59231 126594 1032 CREDIT CARD DISCOUNTS 124408 124408 97824 33505 64319 18551501 14182482 3998539 370480 296 296 6157365 6310361 1271558 1128897 629225 817161 25509 433101 552539 4801753 1927681 2993081 2874072 17752700 5099001 14310340 521915 606535 29759241 31724711 2129974 2207251 4390326 3834381 1061985 816567 1617500 1446429 9199785 8304628 X 19949327 22831965 610129 588118 20559456 23420083 29759241 31724711 X 1747218 1142406 -28997 X 0 1 X 1 0 X 2859404 2665727 3949315 5469708 4986689 19930843 8354586 6622438 11751924 11789922 12375347 50894217 210643 266380 477023 11424633 9554545 15701239 17259630 17362036 71302083 0 0 0 71302083 1743307 2038655 1536305 1306624 1688975 8313866 1743307 2038655 1536305 1306624 1688975 8313866 1831 40448 42279 157695 272958 233451 378880 35369 1078353 13325635 11866158 17470995 18946965 19126828 80736581 0.88310 0.87140 0.10300 0.11410 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: RECOVERY - 2019 AMOUNT: $ 157,695. OTHER INCOME - 2020 AMOUNT: $ 272,958. 2021 AMOUNT: $ 233,451. 2022 AMOUNT: $ 378,880. 2023 AMOUNT: $ 35,369. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23855 23855 17669531 17693386 1000000 250000 0 0 692235 920190 992123 1000000 3604548 5406822 48964 34009 26268 23855 133096 173059 230048 248031 250000 901138 1351707 1197424 73704 23454 1294582 1197092 50359 16474 66500 1197425 1314864 -25440 92333 1197091 1248203 27318 39343 1314864 1214512 33728 37 1248203 0.83548 0.11252 0.05200 0 0 1120555 1120555 2826367 1271729 1554638 3500 3500 0 851331 652452 198879 2874072 26427-ISHARES RUSSELL TOP 200 VALUE ETF (IWX) 1977268 F 15634-ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) 3353806 F 92503-VANGUARD REAL ESTATE ETF (VNQ) 8979266 F 14310340 ACCRUED POSTRETIREMENT MEDICAL BENEFITS 968294 DEFERRED COMPENSATION 470022 DEFERRED RENT DEPOSIT 8113 1446429 X 21590208 1142406 -28997 1113409 20476799 62135 -240215 -178080 20298719 18729581 240215 240215 18489366 62135 62135 18551501 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS ARE BASED ON THE DONORS INSTRUCTIONS. EARNINGS ARE USED TO SUPPORT A GENERAL SESSION OR LECTURE AT THE ANNUAL NATIONAL CONFERENCE. PART X, LINE 2: THE ASSOCIATION IS ORGANIZED AS A NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTION 509(A)(1). THE ASSOCIATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FORM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ASSOCIATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. UNDER CURRENT IRS REGULATIONS, RENTAL INCOME AND ADVERTISING EARNED IN THE PUBLICATION OF THE ASSOCIATION'S MAGAZINES ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX. DEFERRED TAXES ARISE DUE TO THE TIMING DIFFERENCE IN RECOGNITION OF RENTAL REVENUE. WE HAVE DETERMINED THAT THE ASSOCIATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT -28,997. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B -235,379. COST OF SALES REPORTED ON LINE 10B -4,836. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B 235,379. COST OF SALES REPORTED ON LINE 10B 4,836. 1 THE GAULT CENTER 1800 M STREET NW FT1 BOX 33604 WASHINGTON DC 20033 020620456 501(C)(3) 30000 0 SUBGRANT SUPPORT FOR THE ANNIE E. CASEY FUNDED EFFORT FOCUSED ON THE COLLATERAL CONSEQUENCES OF JUVENILE JUSTICE INVOLVEMENT. COLLABORATIVE COMMUNICATIONS GROUP 1110 VERMONT AVE NW 9TH FLOOR WASHINGTON DC 20005 522279378 20000 0 SUBGRANT SUPPORT FOR THE MOTT FOUNDATION ENGAGE EVERY STUDENT INITIATIVE. 1 1 PART I, LINE 2: AASA MONITORED USE OF GRANT FUNDS BY MEETING WITH GRANTEES MONTHLY AND INQUIRING ABOUT THEIR USE OF FUNDS FOR THE PROGRAMS PURPOSE. X X 1 1 X X 1 0 0 0 0 0 0 0 0 DAVID SCHULER EXECUTIVE DIRECTOR 483651 0 0 0 27780 0 17597 0 26221 0 555249 0 0 0 DANIEL DOMENECH FORMER EXECUTIVE DIRECTOR 170019 0 0 0 175085 0 15250 0 4608 0 364962 0 0 0 MORTON SHERMAN SR AED, LEADERSHIP NETWORK 231914 0 0 0 3708 0 13160 0 6692 0 255474 0 0 0 CHRISTOPHER DAW AED, ASSOC. SVCS & CHIEF OF STAFF 195300 0 0 0 962 0 11428 0 36317 0 244007 0 0 0 NOELLE ELLERSON NG AED, GOVERNANCE & ADVOCACY 184338 0 0 0 406 0 11040 0 32709 0 228493 0 0 0 VALERIE TRUESDALE SR. ASSISTANT EXECUTIVE DIRECTOR 178453 0 0 0 2947 0 10242 0 21130 0 212772 0 0 0 HARRY C WOODRUFF II FORMER COO 191378 0 0 0 1997 0 9660 0 994 0 204029 0 0 0 TAMMY BARBARA AED & CHIEF PARTNERSHIP OFFICER 186410 0 0 0 1667 0 10665 0 5061 0 203803 0 0 0 JAY GOLDMAN EDITOR 112431 0 0 0 24714 0 8208 0 42950 0 188303 0 0 0 AMELIA VANCE CHIEF COUNSEL, STUD. & CHILD PRIVACY 145173 0 0 0 277 0 6669 0 21416 0 173535 0 0 0 GAYANE MINASYAN ONLINE TECHNOLOGIES DIRECTOR 115884 0 0 0 14253 0 7333 0 14570 0 152040 0 0 0 PART I, LINE 1A AASA COVERS SPOUSAL TRAVEL COSTS FOR OUR EXECUTIVE DIRECTOR, PRESIDENT ELECT, PRESIDENT, AND IMMEDIATE PAST PRESIDENT. THESE AMOUNTS ARE CONSIDERED TAXABLE AND ARE PROPERLY REPORTED ON THE FORM W-2 AND FORM 990, SCHEDULE J, PART II, COLUMN B(III). DAVID SCHULER RECEIVED A TAXABLE HOUSING IN THE AMOUNT OF $27,000. PART I, LINE 4A GAYANE MINASYAN RECEIVED SEVERANCE PAYMENT IN THE AMOUNT OF $13,788. THIS WAS PROPERLY REPORTED AND IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). FORM 990, PART VI, SECTION A, LINE 6 SINCE 1865, SCHOOL SYSTEM LEADERS HAVE JOINED THE AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS (AASA) FOR PROFESSIONAL SUPPORT AND DEVELOPMENT, INFORMATION AND NEWS, NETWORKING, AND REPRESENTATION AT THE FEDERAL LEVEL AND TO SUPPORT THE AASA MISSION TO ADVANCE PUBLIC EDUCATION FOR ALL CHILDREN. AASA REPRESENTS SCHOOL DISTRICT ADMINISTRATORS AT BOTH THE BUILDING AND CENTRAL OFFICE LEVEL. AASA'S PRIMARY MEMBERS ARE PUBLIC SCHOOL DISTRICT SUPERINTENDENTS AND THOSE WHO ASPIRE TO THAT POSITION. AASA ALSO INCLUDES COLLEGE PROFESSORS WHO ARE PREPARING SCHOOL ADMINISTRATORS. FORM 990, PART VI, SECTION A, LINE 7A FOR EXECUTIVE COMMITTEE: ANY ELIGIBLE AASA VOTING MEMBER MAY SERVE ON THE EXECUTIVE COMMITTEE AS AN ELECTED REGIONAL EXECUTIVE COMMITTEE MEMBER. THE INDIVIDUAL MAY NOT BE AN EMPLOYEE OF AASA OR AN AASA CHARTERED AFFILIATE ASSOCIATION; OR AN EMPLOYEE OR REPRESENTATIVE OF A COMPANY THAT SELLS PRODUCTS OR SERVICES TO SCHOOLS. IN THE CASE OF INVOLUNTARY SUSPENSION OF EMPLOYMENT, A PERSON MAY SERVE THE REMAINDER OF HIS OR HER TERM AS LONG AS SHE OR HE IS NOT AN EMPLOYEE OR REPRESENTATIVE OF A COMPANY THAT SELLS PRODUCTS OR SERVICES TO SCHOOLS. A CANDIDATE CANNOT BE A RETIREE; HOWEVER, HE OR SHE COULD CONTINUE TO SERVE, IF RETIREMENT COMMENCED DURING HIS OR HER TERM OF OFFICE AS A REGIONAL EXECUTIVE COMMITTEE MEMBER, AS LONG AS SHE OR HE IS NOT AN EMPLOYEE OR REPRESENTATIVE OF A COMPANY THAT SELLS PRODUCTS OR SERVICES TO SCHOOLS. IN ADDITION, TO BE A CANDIDATE FOR REGIONAL EXECUTIVE COMMITTEE MEMBER, A MEMBER MUST HAVE BEEN AN ELIGIBLE AASA VOTING MEMBER FOR AT LEAST THE THREE (3) IMMEDIATELY PRECEDING YEARS, A MEMBER IN GOOD STANDING OF A CHARTERED AFFILIATE FOR AT LEAST THREE (3) IMMEDIATELY PRECEDING YEARS AND BE A CURRENT MEMBER OF THE GOVERNING BOARD, OR A FORMER MEMBER HAVING SERVED AT LEAST ONE OF THE THREE (3) IMMEDIATELY PRECEDING YEARS, FROM A CHARTERED AFFILIATE WITHIN THE REGION. FOR GOVERNING BOARD: MEMBERS OF THE GOVERNING BOARD SHALL BE ELIGIBLE AASA VOTING MEMBERS FOR AT LEAST THREE (3) YEARS AND MEMBERS IN GOOD STANDING IN THE CHARTERED AFFILIATE FOR AT LEAST THREE (3) YEARS AT THE TIME OF ELECTION. EMPLOYEES OF AASA AND/OR A CHARTERED AFFILIATE ARE NOT ELIGIBLE TO SERVE AS MEMBERS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 WILL BE UPLOADED TO DILIGENT FOR BOARD TO VIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AASA EXECUTIVE COMMITTEE MEMBERS RECEIVE, REVIEW AND SUBMIT A CONFLICT OF INTEREST FORM AT THE TOP OF EACH FISCAL YEAR. AASA BYLAWS DO NOT REQUIRE ANY SUCH FORM FROM THE GOVERNING BOARD. IN THE EVENT OF A REAL, APPARENT OR POTENTIAL CONFLICT INVOLVING A STAFF MEMBER, CHIEF OF STAFF, SHALL DETERMINE IF, NEEDED, A CONFLICT DOES EXIST AND WILL TAKE RESPONSIBILITY TO MANAGE, REDUCE OR ELIMINATE THE CONFLICT. THE CHIEF OF STAFF, SHALL INFORM THE EMPLOYEE OF THE RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15A THE AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS (AASA) USES OUTSIDE INDEPENDENT CONSULTANTS TO REVIEW ITS SALARIES ON REGULAR BASIS. THIS REVIEW PROVIDES INFORMATION ABOUT THE ASSOCIATION'S COMPETITIVE POSITION RELATIVE TO PUBLISHED SURVEY DATA AND ASSURES THAT THE PAY OF EXECUTIVES AND OTHER EMPLOYEES IS REASONABLE. THE SALARY OF THE ASSOCIATION'S EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE BY MARKET COMPARISONS. OTHER STAFF COMPENSATION ARE APPROVED BY THE EXECUTIVE DIRECTOR. THE ANNUAL REVIEW OF SALARIES PERIODICALLY DETERMINES IF COST OF LIVING SALARY INCREASES ARE APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 19 THE POLICIES AND PROCEDURES (WHICH INCLUDES CONFLICT OF INTEREST POLICES) WILL BE POSTED ON THE ORGANIZATION'S WEBSITE. ALL MEMBERS WILL HAVE ACCESS TO THESE DOCUMENTS. FINANCIAL INFORMATION IS RECORDED IN THE ANNUAL REPORT AND APPROVED BUDGET DOCUMENT WHICH IS DISTRIBUTED IN JULY OF EACH YEAR. FORM 990, PART IX, LINE 11G BROKERAGE & COMMISSION: PROGRAM SERVICE EXPENSES 91,104. MANAGEMENT AND GENERAL EXPENSES 17,052. FUNDRAISING EXPENSES 4,268. TOTAL EXPENSES 112,424. CONSULTANT FEE: PROGRAM SERVICE EXPENSES 1,058,797. MANAGEMENT AND GENERAL EXPENSES 198,180. FUNDRAISING EXPENSES 49,599. TOTAL EXPENSES 1,306,576. CRISIS HOTLINE SUPPORT: PROGRAM SERVICE EXPENSES 11,397. MANAGEMENT AND GENERAL EXPENSES 2,133. FUNDRAISING EXPENSES 534. TOTAL EXPENSES 14,064. HONORARIUM: PROGRAM SERVICE EXPENSES 47,018. MANAGEMENT AND GENERAL EXPENSES 8,801. FUNDRAISING EXPENSES 2,202. TOTAL EXPENSES 58,021. LEAD TEACHERS: PROGRAM SERVICE EXPENSES 232,090. MANAGEMENT AND GENERAL EXPENSES 43,442. FUNDRAISING EXPENSES 10,872. TOTAL EXPENSES 286,404. LIST RENTAL: PROGRAM SERVICE EXPENSES 22,887. MANAGEMENT AND GENERAL EXPENSES 4,284. FUNDRAISING EXPENSES 1,072. TOTAL EXPENSES 28,243. MENTORS: PROGRAM SERVICE EXPENSES 295,996. MANAGEMENT AND GENERAL EXPENSES 55,403. FUNDRAISING EXPENSES 13,865. TOTAL EXPENSES 365,264. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,025,167. MANAGEMENT AND GENERAL EXPENSES 191,886. FUNDRAISING EXPENSES 48,022. TOTAL EXPENSES 1,265,075. PRESIDENT'S SUBSIDY: PROGRAM SERVICE EXPENSES 69,597. MANAGEMENT AND GENERAL EXPENSES 13,027. FUNDRAISING EXPENSES 3,260. TOTAL EXPENSES 85,884. PUBLICATION SERVICES: PROGRAM SERVICE EXPENSES 1,621. MANAGEMENT AND GENERAL EXPENSES 303. FUNDRAISING EXPENSES 76. TOTAL EXPENSES 2,000. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 171,903. MANAGEMENT AND GENERAL EXPENSES 32,176. FUNDRAISING EXPENSES 8,052. TOTAL EXPENSES 212,131. FORM 990, PART XI, LINE 9: MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT -28,997.