2024-05-06T07:45:18-05:00 2023-06-30 440160260 FORVIS LLP 1410 SPRING HILL ROAD SUITE 500 TYSONS VA 221023056 990 2022-07-01 530198090 COUNCIL OF CHIEF STATE SCHOOL OFFICERS COUN 2023367000 ONE MASSACHUSETTS AVENUE NW 800 WASHINGTON DC 20001 BRUCE BUTERBAUGH CHIEF FINANCIAL OFFICER 2023367000 2024-04-30 1 BRUCE BUTERBAUGH 999009999 1 AMY BIBBY P00445891 7039700400 2024-04-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X CARISSA MILLER ONE MASSACHUSETTS AVENUE NW 800 WASHINGTON DC 20001 31178070 0 X WWW.CCSSO.ORG X 1948 MD CCSSO THROUGH LEADERSHIP, ADVOCACY AND SERVICE, ASSISTS CHIEF STATE SCHOOL OFFICERS AND THEIR ORGANIZATIONS IN ACHIEVING THE VISION OF AN AMERICAN EDUCATION SYSTEM THAT ENABLES ALL CHILDREN TO SUCCEED IN SCHOOL, WORK, AND LIFE. 9 9 79 0 0 0 0 50000 25268578 30097640 814410 578037 0 -15207 26082988 30710470 0 0 0 0 9379273 10429054 0 0 1386696 15350181 18898299 24729454 29327353 1353534 1383117 36934151 45936591 19042279 26064826 17891872 19871765 X CCSSO THROUGH LEADERSHIP, ADVOCACY AND SERVICE, ASSISTS CHIEF STATE SCHOOL OFFICERS AND THEIR ORGANIZATIONS IN ACHIEVING THE VISION OF AN AMERICAN EDUCATION SYSTEM THAT ENABLES ALL CHILDREN TO SUCCEED IN SCHOOL, WORK, AND LIFE. 0 0 24273543 30097640 CCSSO ACTIVELY SUPPORTED CHIEF STATE SCHOOL OFFICERS AND THEIR AGENCIES TO SERVE STUDENTS AND EDUCATORS. WE ENGAGE LEADERS THROUGH CONVENINGS, REGULAR CALLS FOCUSED ON THEIR PROFESSIONAL GROWTH, AND ONE-TO-ONE OUTREACH. ON OUR ANNUAL MEMBER SURVEY THIS YEAR, 95 PERCENT OF CHIEFS AND DEPUTIES INDICATED THEY ARE SATISFIED WITH THEIR MEMBERSHIP. IN 2023, CCSSO FOCUSED ON SUPPORTING STATES IN ADMINISTERING ELEMENTARY AND SECONDARY SCHOOL EMERGENCY RELIEF (ESSER) AND OTHER FEDERAL EDUCATION FUNDS, INCLUDING IN EVALUATING ESSER-FUNDED INVESTMENTS TO DETERMINE HOW TO SUSTAIN HIGH-IMPACT PROGRAMS AND SUPPORTS AFTER ESSER FUNDS SUNSET IN SEPTEMBER 2024. CCSSO'S COVID RELIEF DATA PROJECT CONTINUED TO DOCUMENT HOW STATES ARE INVESTING AND MEASURING THE IMPACT OF FEDERAL ONE-TIME FUNDING APPROPRIATED TO STATE EDUCATION AGENCIES THROUGH ESSER. IN MARCH 2023, CCSSO HOSTED AN EVENT SHOWCASING HOW STATE ESSER INVESTMENTS ARE IMPROVING ACADEMICS, WELLBEING, TEACHER RETENTION AND DIGITAL LEARNING. THE EVENT BROUGHT TOGETHER NEARLY 400 PARTICIPANTS IN-PERSON AND ONLINE. OVER THE YEAR, CCSSO ALSO PUBLISHED SIX REPORTS TO HIGHLIGHT PROMISING STATE RECOVERY INVESTMENTS IN HIGH-IMPACT TUTORING, TEACHER RECRUITMENT, OUT-OF-SCHOOL TIME LEARNING AND MORE. FOR THE SECOND YEAR, CCSSO FACILITATED THE COALITION TO ADVANCE FUTURE STUDENT SUCCESS, A GROUP OF 12 LEADING EDUCATION ORGANIZATIONS THAT CONTINUED WORKING TOGETHER TO ENSURE THE EFFECTIVE AND EQUITABLE USE OF COVID RELIEF FUNDS AND TELLING STORIES OF IMPACT. IN MARCH, THE COALITION PUBLISHED A RESOURCE TO SHARE GUIDANCE ABOUT HOW STATES CAN UTILIZE FEDERAL RELIEF FUNDING TO EXPAND SCHOOL MEDICAID TO SUPPORT STUDENT MENTAL HEALTH. IN MAY 2023, THE COALITION HOSTED A VIRTUAL EVENT TITLED THE ESSER IMPACT SHOWCASE THAT WAS ATTENDED BY OVER 175 PEOPLE. IN 2023, CCSSO RELEASED THE REPORT IMAGINING MORE: HOW STATE EDUCATION AGENCIES CAN MODERNIZE THE K-12 EDUCATION SYSTEM TO PUT STUDENT LEARNING AT THE CENTER, WHICH OUTLINED ACTIONS STATE EDUCATION AGENCIES CAN TAKE TO MODERNIZE K-12 EDUCATION SYSTEMS TO CENTER STUDENT LEARNING.THE REPORTFOLLOWED A SUMMIT CONVENED BY CCSSO IN APRIL 2023TO ELEVATE THE URGENCY AND MOMENTUM FOR PURSUING INNOVATIVE, STUDENT-CENTERED EDUCATION MODELS. 24273543 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 177 0 1 79 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 0 0 0 1 1 1 0 1 1 1 0 0 MD X BRUCE BUTERBAUGH CPA CFO 2023367037 ONE MASSACHUSETTS AVENUE NW 800 WASHINGTON DC 20001 KIRSTEN BAESLER PRESIDENT 0.00 X 0 0 0 MARGIE VANDEVEN PRESIDENT-ELECT 0.00 X 0 0 0 JILL UNDERLY DIRECTOR 0.00 X 0 0 0 SYDNEE DICKSON DIRECTOR 0.00 X 0 0 0 ERIN MACKEY DIRECTOR 0.00 X 0 0 0 CHRISTINA GRANT DIRECTOR 0.00 X 0 0 0 RICHARD WOODS DIRECTOR 0.00 X 0 0 0 ANGELICA INFANTE-GREEN DIRECTOR 0.00 X 0 0 0 CHRIS REYKDAL DIRECTOR 0.00 X 0 0 0 CARISSA MILLER CHIEF EXECUTIVE OFFICER 37.50 X 343830 0 34203 BRUCE BUTERBAUGH CHIEF FINANCIAL OFFICER 37.50 X 234730 0 73649 SCOTT NORTON DEPUTY EXECUTIVE DIRECTOR 37.50 X 247775 0 24597 MELISSA MANDATO MCGRATH CHIEF OF STAFF 37.50 X 228726 0 63188 PETER ZAMORA DIRECTOR OF FEDERAL RELATIONS 37.50 X 190190 0 18839 BRYAN BOESKIN MANAGING DIRECTOR, FOUNDATION & CORPORATE RELATION 37.50 X 198455 0 36415 FEN CHOU PROGRAM DIRECTOR 37.50 X 164974 0 16317 DEAN FOLKERS PROGRAM DIRECTOR 37.50 X 147515 0 63751 ROSLYN RICE SENIOR DIRECTOR 37.50 X 144632 0 14238 STEPHEN BOWEN FORMER DEPUTY EXECUTIVE DIRECTOR 37.50 X 163703 0 47623 2064530 0 392820 30 1 1 0 EDUCATION FIRST PO BOX 22871 SEATTLE WA 98122 CONSULTING 439900 FEDERAL EDUCATION GROUP 1455 PENNSYLVANIA AVE 400 WASHINGTON DC 20004 CONSULTING 380780 STRATEGIC LEADERSHIP PARTNERS IN EDUCATI ONE TOWER HILL DRIVE BOW NH 03304 CONSULTING 248050 ACHIEVEMENT NETWORK PO BOX 843444 BOSTON MA 02284 CONSULTING 210000 JOANNE WEISS 2100 11TH STREET NW PH6 WASHINGTON DC 20001 CONSULTING 170697 14 50000 50000 GRANTS & CONTRACTS 541900 14805306 14805306 CONSORTIUM FEES 541900 7293259 7293259 SPONSORSHIP REVENUE 541900 4549167 4549167 MEMBERSHIP DUES 900099 2697000 2697000 REGISTRATION FEES 541900 640671 640671 112237 112237 30097640 312945 312945 36000 51207 -15207 -15207 -15207 681485 416393 265092 265092 265092 30710470 30097640 0 562830 X 1009135 245642 763493 6916794 4366950 1707261 842583 821004 477793 255932 87279 1123552 653797 350326 119429 558569 325066 174123 59380 79275 79275 120820 120820 8859636 8083806 616623 159207 765472 227551 482926 54995 820703 820703 7807419 7602175 141421 63823 306360 306360 138614 6059 132555 INDIRECT COST ALLOCATIO 0 2284704 -2284704 29327353 24273543 3667114 1386696 18026692 17413551 1061307 1386345 701323 477156 555772 584749 4044877 1482367 2535134 2562510 14053923 15177197 0 8335083 36934151 45936591 7810958 4888469 11231321 10328327 0 10848030 19042279 26064826 X 17752568 19679172 139304 192593 17891872 19871765 36934151 45936591 1383117 596776 0 X 0 1 X 0 1 1 X 1736360 50000 1786360 44786140 24922371 18294023 25268578 30097640 143368752 44786140 24922371 20030383 25268578 30147640 145155112 0 0 0 145155112 494440 117106 190792 209518 348945 1360801 494440 117106 190792 209518 348945 1360801 45280580 25039477 20221175 25478096 30496585 146515913 0.99070 0.99240 0.00930 0.00760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 747994 747994 28579359 29327353 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 512870 610727 849543 747994 2721134 250000 250000 250000 250000 1000000 1500000 139304 50000 3289 192593 143382 -4078 139304 165618 5764 28000 143382 162707 2911 165618 159204 3503 162707 0.00000 1.00000 0.00000 0 0 2121758 318264 1803494 1923119 1164103 759016 2562510 OPERATING LEASE RIGHT OF USE ASSET 8335083 8335083 OPERATING LEASE LIABILITIES 10848030 10848030 X 31237633 596776 596776 30640857 120820 -51207 69613 30710470 29257740 51207 51207 29206533 120820 120820 29327353 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO PROVIDE A STIPEND TO THE ANNUALLY RECOGNIZED NATIONAL TEACHER OF THE YEAR. PART X, LINE 2: THE COUNCIL IS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE COUNCIL QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE COUNCIL DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR FISCAL YEARS 2023 AND 2022. THE COUNCIL HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2023 AND JUNE 30, 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -51,207. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 51,207. X X X X 0 0 0 0 0 0 0 0 0 CARISSA MILLER CHIEF EXECUTIVE OFFICER 342030 0 0 0 1800 0 34203 0 0 0 378033 0 0 0 BRUCE BUTERBAUGH CHIEF FINANCIAL OFFICER 220430 0 12500 0 1800 0 23293 0 50356 0 308379 0 0 0 MELISSA MANDATO MCGRATH CHIEF OF STAFF 214426 0 12500 0 1800 0 22693 0 40495 0 291914 0 0 0 SCOTT NORTON DEPUTY EXECUTIVE DIRECTOR 245975 0 0 0 1800 0 24597 0 0 0 272372 0 0 0 BRYAN BOESKIN MANAGING DIRECTOR, FOUNDATION & CORP 196655 0 0 0 1800 0 19666 0 16749 0 234870 0 0 0 STEPHEN BOWEN FORMER DEPUTY EXECUTIVE DIRECTOR 161903 0 0 0 1800 0 16190 0 31433 0 211326 0 0 0 DEAN FOLKERS PROGRAM DIRECTOR 145715 0 0 0 1800 0 14571 0 49180 0 211266 0 0 0 PETER ZAMORA DIRECTOR OF FEDERAL RELATIONS 188390 0 0 0 1800 0 18839 0 0 0 209029 0 0 0 FEN CHOU PROGRAM DIRECTOR 158174 0 5000 0 1800 0 16317 0 0 0 181291 0 0 0 ROSLYN RICE SENIOR DIRECTOR 132832 0 10000 0 1800 0 14238 0 0 0 158870 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CHIEF STATE SCHOOL OFFICERS OF THE SEVERAL STATES, THE DISTRICT OF COLUMBIA, THE DEPARTMENT OF DEFENSE DEPENDENTS SCHOOLS AND THE EXTRA-STATE JURISDICTIONS OF THE UNITED STATES OF AMERICA SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE CORPORATION AS PROVIDED IN THE CERTIFICATE OF INCORPORATION. FORM 990, PART VI, SECTION A, LINE 7A ELECTION PROCEDURES: THE INTERNAL OPERATIONS COMMITTEE SHALL NOMINATE TO THE MEMBERSHIP ONE CANDIDATE FOR EACH OFFICE TO BE FILLED AT THE ANNUAL POLICY FORUM SELECTING FROM THOSE MEMBERS WHO EXPRESS INTEREST IN SERVING. THE NOMINATIONS SHALL BE TRANSMITTED TO COUNCIL MEMBERS AT LEAST ONE WEEK BEFORE THE DATE OF ELECTION. UPON RECEIPT OF THE REPORT OF THE INTERNAL OPERATIONS COMMITTEE AT THE MEETING, THE PRESIDING OFFICER SHALL GIVE THE OPPORTUNITY FOR ADDITIONAL NOMINATIONS TO BE MADE FROM THE FLOOR, PROVIDED THAT ANY NOMINATIONS MADE FROM THE FLOOR ARE MADE WITH CONSENT OF THE NOMINEE. UPON CLOSE OF NOMINATIONS BY MOTION FROM THE FLOOR, THE ELECTION OF EACH OFFICER SHALL PROCEED BY SECRET BALLOT, AND THE CANDIDATE RECEIVING THE PLURALITY OF VOTES CAST FOR EACH OFFICE SHALL BE DECLARED ELECTED. FORM 990, PART VI, SECTION A, LINE 7B PERSONS ENTITLED TO VOTE: EXCEPT AS THE ARTICLES OR AN AMENDMENT OR AMENDMENTS THERETO OTHERWISE PROVIDE, EACH MEMBER OF THIS CORPORATION SHALL, AT EVERY MEETING OF THE MEMBERS, BE ENTITLED TO ONE VOTE IN PERSON OR BY PROXY UPON EACH SUBJECT PROPERLY SUBMITTED TO VOTE. IF AND WHEN NOT LESS THEM THREE-FOURTHS (3/4) OF THE MEMBERS SHALL CONSENT IN WRITING TO ANY ACTION TO BE TAKEN BY THE CORPORATION, SUCH ACTION SHALL BE VALID ACTION OF THE CORPORATION AND SHALL SUPERSEDE ANY ACTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE THAT ACTS ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS. THE CHIEF FINANCIAL OFFICER REVIEWS THE 990 WITH THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE POLICY ON THE PROCESS FOR DETERMINING COMPENSATION OF THE COUNCIL OF CHIEF STATE SCHOOL OFFICERS APPLIES ONLY TO THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE COUNCIL. THIS PROCESS WAS LAST UNDERTAKEN IN 2021. 1. REVIEW AND APPROVAL. THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE OF THE COUNCIL, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 2. USE OF DATA AS TO COMPARABLE COMPENSATION. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT REFLECTING: (A) THE COMPENSATION ARRANGEMENT THAT WAS APPROVED AND THE DATE IT WAS APPROVED; (B) THE MEMBERS OF THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE WHO WERE PRESENT DURING DISCUSSION OF THE COMPENSATION ARRANGEMENT AND THOSE WHO VOTED ON IT; (C) THE COMPARABILITY DATA OBTAINED AND RELIED UPON AND HOW THAT DATA WAS OBTAINED; AND (D) ANY ACTIONS TAKEN DURING THE REVIEW BY ANY MEMBER OF THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE POSTED ON THE COUNCIL'S WEBSITE; A COPY IS AVAILABLE FOR REVIEW IN THE COUNCIL RECEPTION AREA AND IS PROVIDED UPON REQUEST. GOVERNING DOCUMENTS WOULD ALSO BE PROVIDED UPON REQUEST. CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTANTS & SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 8,083,806. MANAGEMENT AND GENERAL EXPENSES 616,623. FUNDRAISING EXPENSES 159,207. TOTAL EXPENSES 8,859,636. CCSSO LLC ONE MASSACHUSETTS AVENUE NW 800 WASHINGTON DC 20001 HOLDING COMPANY DC 0 0 COUNCIL OF CHIEF STATE SCHOOL OFFICERS