2026-05-13T08:08:28-05:00 2025-06-30 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2024-07-01 521012307 COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION COUN 2023285900 1201 EYE STREET NW 300 WASHINGTON DC 200055905 DIANE YOUNG CHIEF FINANCIAL OFFICER 2023285900 2026-05-12 1 1 MEREDITH BELL P01696827 8042822121 2026-05-12 2024 2025-03-06 01:10:19Z CASE SUE CUNNINGHAM 1201 EYE STREET NW 300 WASHINGTON DC 200055905 43291606 0 X WWW.CASE.ORG X 1974 DC ADVANCING EDUCATION TO TRANSFORM LIVES AND SOCIETY. 22 22 105 4800 32201 0 85787 132789 29956211 28538110 1533114 2190984 429948 126429 32005060 30988312 147600 93456 0 0 16481825 16745381 0 0 537367 18040298 18007793 34669723 34846630 -2664663 -3858318 38059422 33002172 21870190 20391867 16189232 12610305 X AS A CATALYST FOR ADVANCING EDUCATION WORLDWIDE, WE INSPIRE, CHALLENGE AND EQUIP COMMUNITIES OF PROFESSIONALS TO ACT EFFECTIVELY AND WITH INTEGRITY TO CHAMPION THE SUCCESS OF THEIR INSTITUTIONS. 0 0 21272776 13965597 CONFERENCES AND WORKSHOPS - THE COUNCIL OFFERS OVER 49 CONFERENCES AND 103 WEBINARS; 10 WORKSHOPS; 5 ONLINE CONFERENCES; AND 19 ONLINE COURSES AS OPPORTUNITIES TO NETWORK WITH COLLEAGUES AND LEARN ABOUT INSTITUTIONAL ADVANCEMENT. 2973770 INFORMATION AND RESEARCH - THE COUNCIL PROVIDES UP-TO-DATE INFORMATION ON A VARIETY OF TOPICS RELATED TO ALL AREAS OF INSTITUTIONAL ADVANCEMENT. 2920905 EXTERNAL AFFAIRS - THE EXTERNAL AFFAIRS PROGRAM INCLUDES COMMUNICATIONS, GOVERNMENT RELATIONS, PUBLIC RELATIONS, MEDIA RELATIONS, AND INSTITUTIONAL RELATED FOUNDATIONS. 93456 93456 4333727 AWARDS AND SERVICES 9789253 MEMBERSHIP 543761 PUBLICATIONS - THE COUNCIL'S PUBLICATIONS FOCUS ON ISSUES AND TRENDS IN ADVANCEMENT, AND THEY RANGE FROM BOOKLETS TO COMPREHENSIVE TRAINING MANUALS, VIDEOS AND A MAGAZINE. 93456 93456 14666741 27260907 1 0 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 176 0 1 105 1 1 1 1 CA SN MX UK 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 DC X X THE COUNCIL 2023285900 1201 EYE STREET NW 300 WASHINGTON DC 200055905 FRITZ SCHROEDER CHAIR 2.00 X X 0 0 0 RACHEL SANDISON CHAIR-ELECT 2.00 X X 0 0 0 MATTHEW T LAMBERT TREASURER 2.00 X X 0 0 0 MONTIQUE MO COTTON KELLY SECRETARY 2.00 X X 0 0 0 ARMIN AFSAHI MEMBER 2.00 X 0 0 0 BARBARA K ALTMANN MEMBER 2.00 X 0 0 0 MICHAEL BARZACCHINI MEMBER 2.00 X 0 0 0 EDUARDO BEHRENTZ MEMBER 2.00 X 0 0 0 BARBARA DICK MEMBER 2.00 X 0 0 0 LEE FERTIG MEMBER 2.00 X 0 0 0 MARY GRESCH MEMBER 2.00 X 0 0 0 BINTI HARVEY MEMBER 2.00 X 0 0 0 ANDREW ANDY HAMILTON MEMBER 2.00 X 0 0 0 BRIAN HASTINGS MEMBER 2.00 X 0 0 0 JENNIFER KARLSON MEMBER 2.00 X 0 0 0 OVIDIA LIM-RAJARAM MEMBER 2.00 X 0 0 0 SCOTT MORY MEMBER 2.00 X 0 0 0 ANGEL PEREZ MEMBER 2.00 X 0 0 0 HELEN PIKE MEMBER 2.00 X 0 0 0 TONY PROUDFOOT MEMBER 2.00 X 0 0 0 MARC WEINSTEIN MEMBER 2.00 X 0 0 0 SERGIO M GONZALEZ SPECIAL APPOINTEE 2.00 X 0 0 0 SUE CUNNINGHAM PRESIDENT/CEO 36.00 4.00 X 678487 0 152423 DIANE YOUNG CFO 35.00 2.00 X 260401 0 59987 TERESA M FLANNERY COO & EXECUTIVE VP 35.00 X 356175 0 76990 ROBERT HENRY VP PEOPLE TALENT & CULTURE 35.00 X 380615 0 44595 BRETT CHAMBERS VP VOLUNTEER & MEMBER 35.00 2.00 X 218995 0 49756 BRIAN FLAHAVEN VP STRATEGIC PARTNERSHIP 35.00 X 229445 0 51782 CARA GIACOMINI VP DATA, RESEARCH 35.00 2.00 X 260698 0 72378 CATHERINE ZAIC SR. DIRECTOR 35.00 X 188025 0 41242 ANNE KAPLAN SR. DIRECTOR 35.00 X 179214 0 30586 JENNIFER COOK-SMITH SR. DIRECTOR 35.00 X 174852 0 30148 CLIFFIE TURNER SR. DIRECTOR 35.00 X 170858 0 30269 AMANDA ADOLPH-FORE CHIEF OF STAFF 35.00 X 210372 0 34435 3308137 0 674591 43 0 1 0 NEW YORK HILTON MIDTOWN 1335 SIXTH STREET NEW YORK NY 10013 EVENT SERVICES 879142 MARRIOTT MARQUIS DC 901 MASS AV NW WASHINGTON DC 20001 EVENT SERVICES 507474 DESIGNDATA SYSTEMS INC 610 PROFESSIONAL DRIVE SUITE 102 GAITHERSBURG MD 20879 IT SERVICES 440408 MEMBERJUNCTION 6221 S CLAIBORNE AVE SUITE 587 NEW ORLEANS LA 70125 IT SERVICES 416500 INSPIRE EVENT TECHNOLOGIES PO BOX 671170 DALLAS TX 752671170 AUDIO VISUAL 361331 10 132789 132789 CONFERENCES & WORKSHOP 900099 13839168 13839168 MEMBERSHIP DUES 900099 9789253 9789253 AWARDS 900099 4333727 4333727 PUBLICATIONS 541800 575962 543761 32201 28538110 481116 481116 13974569 12262774 1927 1711795 -1927 1709868 1709868 165022 38593 126429 126429 30988312 28632338 32201 2190984 70200 70200 23256 23256 2892730 2261094 586498 45138 10509385 8214640 2130759 163986 882140 689523 178852 13765 1561765 1220750 316645 24370 899361 702983 182344 14034 183006 143046 37104 2856 135445 105871 27461 2113 150100 150100 56130 56130 968856 724530 226866 17460 63004 49247 12774 983 1073301 838943 217610 16748 2060441 1610539 417751 32151 11965 9352 2426 187 124697 97469 25282 1946 2456968 1920484 498146 38338 8349625 6526467 1692871 130287 541503 423264 109789 8450 1116260 872522 226320 17418 90294 70578 18307 1409 STAFF EXPENSE 175668 137311 35616 2741 PUBLICATION & SUBSCRIPT 62426 48795 12657 974 PHOTOGRAPHY 13053 10203 2646 204 375051 339740 33502 1809 34846630 27260907 7048356 537367 1364249 382163 503050 274215 1112534 1089911 149806 197554 1641802 1885105 8031875 5088639 2847318 2943236 20763913 17784301 3301858 2735064 815982 652785 5558910 5057838 38059422 33002172 4216396 3855503 7586230 7366377 2218600 1733726 7848964 7436261 21870190 20391867 X 15628597 12332065 560635 278240 16189232 12610305 38059422 33002172 X -3858318 406022 -25767 -100864 X 0 1 X 1 0 X 10984923 12471000 9488428 85787 132789 33162927 7000693 10881270 17679716 29977965 28670931 94210575 17985616 23352270 27168144 30063752 28803720 127373502 13970 15425 7034 28894 21307 86630 0 13970 15425 7034 28894 21307 86630 127286872 794200 432340 427853 380267 481116 2515776 794200 432340 427853 380267 481116 2515776 84188 43153 244129 336104 707574 18864004 23827763 27840126 30780123 29284836 130596852 0.97470 0.97280 0.01930 0.01910 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME 150100 150100 34654218 34804318 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 44970 79260 120660 150100 394990 250000 250000 250000 250000 1000000 1500000 44970 79260 120660 244890 0 340774 34873 305901 5277356 4351119 926237 2413745 702647 1711098 2943236 VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW 2735064 F 2735064 DEPOSITS 361491 ROU ASSET 4265924 DEFERRED COMPENSATION PLAN INVESTMENTS 430423 5057838 ACCRUED POSTRETIREMENT BENEFITS & SWAP AGREEMENTS 174627 LEASE LIABILITY 6774955 DEFERRED COMPENSATION 438009 INTERCOMPANY PAYABLE 48670 7436261 32355794 406022 1015663 1421685 30934109 56130 -1927 54203 30988312 36021684 1241179 1241179 34780505 56130 9995 66125 34846630 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 38,593. REVENUE ELIMINATED DURING CONSOLIDATION 987,065. MISCELLANEOUS REVENUE NETTED WITH EXPENSES -9,995. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS REPORTED ON PART VIII -1,927. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 38,593. LOSS ON FOREIGN EXCHANGE RATE 100,864. LOSS ON DISPOSAL OF ASSETS NOT REPORTED ON PART XI 1,927. EXPENSES ELIMINATED DURING CONSOLIDATION 1,099,795. PART XII, LINE 4B - OTHER ADJUSTMENTS: MISCELLANEOUS REVENUE NETTED WITH EXPENSES 9,995. 1 SOUTH AMERICA 1 5 PROGRAM SERVICES CONFERENCES AND EDUCATIONAL PROGRAMS 12534 EAST ASIA AND THE PACIFIC 2 5 PROGRAM SERVICES CONFERENCES AND EDUCATIONAL PROGRAMS 186088 EUROPE (INCLUDING ICELAND & GREENLAND) 1 20 PROGRAM SERVICES CONFERENCES AND EDUCATIONAL PROGRAMS 18394 NORTH AMERICA 0 0 GRANTMAKING 11345 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 11911 4 30 0 0 4 30 240272 0 240272 SCHOLARSHIPS AND AWARDS EUROPE (INCLUDING ICELAND & GREENLAND) 9 11911 WIRE SCHOLARSHIPS AND AWARDS NORTH AMERICA 11 11345 WIRE 0 0 0 0 0 0 PART I, LINE 2: CASE MONITORS THE USE OF GRANT FUNDS USING CONFERENCE ATTENDANCE LISTS TO CONFIRM GRANTEE ATTENDANCE AND PARTICIPATION AT DESIGNATED CONFERENCES ASSOCIATED WITH THE GRANT. GRANTEE/VOLUNTEER TRAVEL AND EXPENSE REIMBURSEMENT FORMS ARE USED TO DOCUMENT THE COSTS ASSOCIATED WITH CONFERENCE ATTENDANCE. 1 CRD LEGACY SCHOLARSHIP FUND 2 1610 DISTRICT CONFERENCE SCHOLARSHIP 64 50240 VIRGINIA CARTER SMITH 17 18350 PART I, LINE 2: CASE MONITORS THE USE OF GRANT FUNDS USING CONFERENCE ATTENDANCE LISTS TO CONFIRM GRANTEE ATTENDANCE AND PARTICIPATION AT DESIGNATED CONFERENCES ASSOCIATED WITH THE GRANT. GRANTEE/VOLUNTEER TRAVEL AND EXPENSE REIMBURSEMENT FORMS ARE USED TO DOCUMENT THE COSTS ASSOCIATED WITH CONFERENCE ATTENDANCE. 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DIRECTOR 167770 0 0 0 3088 0 17793 0 12476 0 201127 0 0 0 PART I, LINE 3 CASE USES QUATT ASSOCIATES TO COMPLETE SALARY ANALYSIS FOR ALL POSITIONS. PART I, LINE 4B CONTRIBUTIONS TO 457(F) PLAN: TERESA FLANNERY - $32,435 BRIAN FLAHAVEN - $21,085 SUE CUNNINGHAM - $100,500 FORM 990, PART VI, SECTION A, LINE 6 CASE SHALL HAVE ONE CLASS OF VOTING MEMBERS, KNOWN AS INSTITUTIONAL MEMBERS. INSTITUTIONAL MEMBERSHIP SHALL BE LIMITED TO: (1) NONPROFIT EDUCATIONAL INSTITUTIONS THAT ARE ACCREDITED BY AN AGENCY RECOGNIZED BY THE COUNCIL ON HIGHER EDUCATION ACCREDITATION OR A SUBSTANTIALLY EQUIVALENT ACCREDITATION AGENCY IN THE CASE OF INSTITUTIONS LOCATED OUTSIDE THE U.S.; (2) NONPROFIT INDEPENDENT SCHOOLS AND NON-U.S. INSTITUTIONS OF EDUCATION THAT HAVE BEEN APPROPRIATELY ACCREDITED; AND (3) NONPROFIT EDUCATIONAL ORGANIZATIONS CLOSELY ASSOCIATED WITH INSTITUTIONS DESCRIBED IN SUBSECTIONS (1) AND (2); PROVIDED, HOWEVER, THAT NO INSTITUTION SHALL BE ELIGIBLE FOR MEMBERSHIP AS AN INSTITUTIONAL MEMBER UNLESS SUCH INSTITUTION IS DESCRIBED IN SECTION 501(C)(3) OR 511(A)(2)(B) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR ANY SUCCESSOR STATUTE ("CODE"), OR IN THE CASE OF AN EDUCATIONAL INSTITUTION LOCATED OUTSIDE OF THE U.S., IS ORGANIZED AND OPERATED IN A MANNER SUBSTANTIALLY EQUIVALENT TO THAT OF AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OR 511(A)(2)(B) OF THE CODE. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE ELECTED BY THE VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS POSTED ON THE BOARD WEBSITE PRIOR TO FILING. THE FINANCE AND INVESTMENT COMMITTEE REVIEW THE 990 AT THE NOVEMBER MEETING. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED ANNUALLY TO EACH MEMBER OF THE GOVERNING BODY AS WELL AS TO ALL OFFICERS AND KEY EMPLOYEES; EACH IS REMINDED TO REVIEW THE POLICY AND TO REPORT ANY CONFLICTS OF INTEREST. THE AUDIT AND ENTERPRISE RISK MANAGEMENT COMMITTEE REVIEWS THE QUESTIONNAIRE RESPONSES AT THE NOVEMBER MEETING. AT EACH BOARD BUSINESS MEETING THE BOARD CHAIR VERBALLY ASKS IF ANYONE HAS A CONFLICT REGARDING ANY OF THE TOPICS THAT THE BOARD IS SCHEDULED TO DISCUSS. FORM 990, PART VI, SECTION B, LINE 15 CASE HAS A COMPENSATION COMMITTEE COMPRISED OF MEMBERS OF THE BOARD WHO REVIEW THE CEO'S AND EXECUTIVE LEADERSHIP COMPENSATION AND MAKE RECOMMENDATIONS TO THE BOARD FOR ANY CHANGES. CASE PROVIDES AN INDEPENDENT 3RD PARTY ANALYSIS TO THE COMPENSATION COMMITTEE FROM QUATT ASSOCIATES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY AVAILABLE FOR REVIEW, BY WRITTEN REQUEST TO THE PUBLIC. FORM 990, PART XI, LINE 9: LOSS ON EXCHANGE RATE -100,864. 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