2024-10-03T10:09:17-05:00 2023-05-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-06-01 520953609 INTERNATIONAL DYSLEXIA ASSOCIATION INC INTE 4102960232 1829 REISTERSTOWN ROAD SUITE 350 PIKESVILLE MD 21208 GINA SCHUH CHIEF OPERATING OFFICER 4102960232 2024-10-03 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2022 2024-10-15 13:58:12Z X SONJA BANKS 1829 REISTERSTOWN ROAD SUITE 350 PIKESVILLE MD 21208 2210980 0 X HTTPS://WWW.DYSLEXIAIDA.ORG/ X 1957 CT SEE PART III, LINE 1. 17 17 7 500 35996 0 441157 120525 1533985 2066586 -583377 4776 55988 16015 1447753 2207902 0 0 0 0 697798 589172 0 0 73629 1225087 1384370 1922885 1973542 -475132 234360 1219684 1019438 642792 309691 576892 709747 X OUR MISSION IS SIMPLE: TO CREATE A FUTURE FOR ALL INDIVIDUALS WHO STRUGGLE WITH DYSLEXIA AND OTHER RELATED READING DIFFERENCES SO THAT THEY MAY HAVE RICHER, MORE ROBUST LIVES AND ACCESS TO THE TOOLS AND RESOURCES THEY NEED. WE WILL NOT STOP "UNTIL EVERYONE CAN READ!" 0 0 514380 1238198 EDUCATIONAL CONFERENCE - IDA'S ANNUAL INTERNATIONAL CONFERENCE IS THE PREMIER PROFESSIONAL DEVELOPMENT PROGRAM DEDICATED TO READING, LITERACY, AND LEARNING. THE CONFERENCE BRINGS IN EXPERTS FROM ALL THE WORLD TO EDUCATE ATTENDEES ON THE LATEST RESEARCH, REMEDIATION, AND MORE. THE ANNUAL CONFERENCE IS FULLY ACCREDITED AND ATTENDED BY MORE THAN 3000 TEACHERS, EDUCATORS, ADMINISTRATORS, READING SPECIALISTS, RESEARCHERS, UNIVERSITY FACULTY AND FAMILIES. IN ADDITIONS TO EDUCATIONAL SESSIONS, THE CONFERENCE HOSTS AN ARRAY OF PROFESSIONAL TRAINING OPPORTUNITIES, AN EXHIBIT HALL WITH MORE THAN 100 EXHIBITORS SPECIALIZING IN EDUCATION PRODUCTS AND SERVICES, VISITS TO SPECIALTY SCHOOLS, AND RECOGNITION OF TOP LEADERS THAT WORK TO IMPROVE THE LIVES OF STRUGGLING READERS AND PEOPLE LIVING WITH DYSLEXIA. 485804 504485 MEMBER AND BRANCH/GLOBAL PARTNER SERVICES - 1) MEMBER SERVICES - THROUGH MEMBER SERVICES IDA PROVIDES COMMUNITY AND PROFESSIONAL ENGAGEMENT OPPORTUNITIES AND RIGHTS TO SOME ORGANIZATIONAL DECISION-MAKING PROCESSES. MEMBERSHIP IN IDA PROVIDES INDIVIDUALS WITH RESOURCES, INVALUABLE NETWORKING AND CONNECTIONS WITH COMMUNITY-BASED BRANCHES AND GLOBAL PARTNERS. MEMBERS ALSO RECEIVE FREE RESOURCES, DISCOUNTS ON PUBLICATIONS, PROFESSIONAL DEVELOPMENT OPPORTUNITIES, AND NATIONAL, GLOBAL AND BRANCH EVENTS. 2) BRANCH AND GLOBAL PARTNER SERVICES - BRANCH DEVELOPMENT AND SUPPORT PROVIDE THE TOOLS, TRAININGS, AND SUPPORT FOR IDA BRANCHES AND GLOBAL PARTNERS TO DELIVER MISSION RELATED RESOURCES AND PROGRAM ACTIVITIES THAT SERVE INDIVIDUALS WITH DYSLEXIA, THEIR FAMILIES AND TEACHING PROFESSIONALS. 300055 92607 PUBLICATIONS AND COMMUNITY RESOURCES AND PROGRAMS 1) PUBLICATIONS - IDA PUBLICATIONS PROVIDE AND DISSEMINATE RELEVANT AND ACTIONABLE EVIDENCE-BASED INFORMATION REGARDING DYSLEXIA, LITERACY, LEARNING, AND OTHER RELATED DISORDERS TO INFORM INSTRUCTION AND IMPLEMENTATION OF STRUCTURE LITERACY IN ALL CLASSROOMS. PUBLICATIONS INCLUDE: THE BIANNUAL PUBLICATION OF IDA'S RESEARCH-TO-PRACTICE JOURNAL, PERSPECTIVES ON LANGUAGE AND LITERACY, THE TRI-ANNUAL PUBLICATION OF IDA'S PEER-REVIEWED SCIENTIFIC JOURNAL, ANNALS OF DYSLEXIA, THE BIANNUAL PUBLICATION OF THE EXAMINER, A MAGAZINE FOR FAMILIES AND TEACHERS ABOUT HOT TOPICS IN THE SCIENCE OF READING AND STRUCTURED LITERACY, AND FREQUENT PUBLICATION OF FACT SHEETS FOR A VARIETY OF AUDIENCES. 2) COMMUNITY RESOURCES - IDA'S DYSLEXIALIBRARY.ORG IS A FREE DIGITAL LIBRARY DESIGNED TO EDUCATE FAMILIES AND PROFESSIONALS AND INFORM POLICY MAKERS AND EDUCATORS REGARDING THE BEST PRACTICES FOR LITERACY AND LEARNING. 3) COMMUNITY PROGRAMS - IDA OFFERS SELECT COMMUNITY OUTREACH PROGRAMS THAT PROVIDE SERVICES THAT HELP INDIVIDUALS WITH DYSLEXIA AND THEIR FAMILIES NAVIGATE CHALLENGING ENVIRONMENTS AND SUCCESSFULLY INTEGRATE INTO SOCIETY. THESE PROGRAMS RANGE FROM PROVIDING SCHOLARSHIPS FOR TUTORIAL SERVICES, ASSISTIVE TECHNOLOGY, COMPUTER EQUIPMENT AND ADVOCACY ASSISTANCE TO OFFERING MENTORSHIP, WORKFORCE & TRANSITION RESOURCES, AND EDUCATIONAL TRAINING. IDA PROGRAMS ARE CHARITY BASED AND FUNDED. 128595 195300 EDUCATION AND TRAINING - EDUCATION AND TRAINING ARE DESIGNED TO ENHANCE KNOWLEDGE AND SKILLS AT THE LEVELS OF CLASSROOM TEACHERS, DYSLEXIA INTERVENTIONIST AND SPECIALISTS WHO ARE RECOGNIZED AS ESSENTIAL FOR THE EFFECTIVENESS OF READING INSTRUCTION WITH OUR PRIVATE AND PUBLIC EDUCATIONAL SYSTEMS. THE OVERALL RATIONALE FOR IDA'S EDUCATION AND TRAINING PROGRAMS IS TO IMPROVE AWARENESS OF SCIENCE OF READING, TO EXPAND KNOWLEDGE STRUCTURED LITERACY AND TO PROMOTE THE IMPLEMENTATION OF EFFECTIVE READING INSTRUCTION.INTERNATIONAL PROGRAM ACCREDITATION - THE IDA PROGRAM REVIEW AND ACCREDITATION INITIATIVE IS UNIQUE TO OTHER ACCREDITING MODELS IN THAT IT PROMOTES THE SYSTEMATIC EVALUATION AND REFINEMENT OF EDUCATOR PREPARATION PROGRAMS AGAINST IDA'S RESEARCH-BASED KNOWLEDGE AND INC. 52-0953609 THE INTERNATIONAL DYSLEXIA ASSOCIATION, PRACTICE STANDARDS (KPS) FOR TEACHERS OF READING. WHEN AN EDUCATOR PREPARATION PROGRAM DISPLAYS THE IDA ACCREDITED PROGRAM SEAL AND ADVERTISES ITSELF AS AN IDA ACCREDITED PROGRAM, THE PUBLIC IS ASSURED THAT PROGRAM COMPLETERS HAVE ENGAGED A RIGOROUS, STANDARDS-BASED PREPARATION PROGRAM DESIGNED TO PROMOTE CANDIDATE MASTERY OF THE PRINCIPLES AND PRACTICES OF STRUCTURED LITERACY.IDA TV - DESIGNED TO GROW KNOWLEDGE AND SHARPEN PRACTICE, IDA TV IS THE PREMIER ON-DEMAND, E-LEARNING PLATFORM FOR LITERACY PROFESSIONALS. THE PLATFORM PROVIDES THE BEST LEARNING EXPERIENCES FOR EDUCATORS AND ADULTS, STUDENTS, AND CHILDREN WHO STRUGGLE TO READ. EMBODYING THE GOAL TO CREATE VALUABLE PROFESSIONAL DEVELOPMENT LEARNING EXPERIENCES IDA TV HAS BROUGHT TOGETHER LEADING EXPERTS IN THE PRACTICE AND RESEARCH OF DYSLEXIA, STRUCTURED LITERACY, AND RELATED AREAS, TO SHARE THE SCIENCE OF READING. THESE PRESENTERS SUPPORT SUBSCRIBERS WITH KNOWLEDGE, INSTRUCTION, METHODS, AND TOOLS TO MEET THE NEEDS OF ALL INDIVIDUALS WITH LANGUAGE LEARNING DISABILITIES. ADDITIONALLY, THE PLATFORM OFFERS PRESENTATION RESOURCES, CONTINUING EDUCATION CREDITS AND LEARNING TOOLS TO ENHANCE THE LEARNING EXPERIENCE. 128595 195300 1428834 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 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 0 1 1 1 0 0 1 13 0 1 7 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X SONJA BANKS 4102960232 1829 REISTERSTOWN ROAD 350 PIKESVILLE MD 21208 JOSH CLARK CHAIR 1.00 X 0 0 0 MARY WENNERSTEN VICE CHAIR 1.00 X 0 0 0 DEAN CONKLIN SECRETARY 1.00 X 0 0 0 GEOFFREY SEEGMILLER TREASURER 1.00 X 0 0 0 JANET THIBEAU VICE CHAIR 1.00 X 0 0 0 CAROLYN COWEN DIRECTOR AT LARGE 1.00 X 0 0 0 GAD ELBEHERI DIRECTOR AT LARGE 1.00 X 0 0 0 ANGUS HEIG DIRECTOR AT LARGE 1.00 X 0 0 0 MICHAEL WRIGHT BCEC TREASURER 1.00 X 0 0 0 ADI RUBIN DIRECTOR AT LARGE 1.00 X 0 0 0 HERVE WILCZYNSKI DIRECTOR AT LARGE 1.00 X 0 0 0 STEPHANIE AL OTAIBA DIRECTOR AT LARGE 1.00 X 0 0 0 JOANNA PRICE DIRECTOR AT LARGE 1.00 X 0 0 0 ELENA GRIGORENKO SAB CHAIR 1.00 X 0 0 0 JENNIFER LINDSTROM DIRECTOR AT LARGE 1.00 X 0 0 0 DAVID CHARD DIRECTOR AT LARGE 1.00 X 0 0 0 STEVEN O'BRIEN DIRECTOR AT LARGE 1.00 X 0 0 0 SONJA BANKS CHIEF EXECUTIVE OFFICER 55.00 X 165851 0 11898 GINA SCHUH CHIEF OPERATING OFFICER 55.00 X 100652 0 6753 DAVID HOLSTE CHIEF FINANCIAL OFFICER, (UNTIL 07/18/2022) 40.00 X 68741 0 9346 335244 0 27997 2 0 1 0 AUDIO VISUAL ONE LLC 9695 DELEGATES DR SUITE 501 ORLANDO FL 32837 AUDIO/VISUAL SERVICES FOR ANNUAL CONFERE 165625 1 120525 120525 CONFERENCES AND EVENTS 900099 1238198 1238198 MEMBERSHIPS 900099 504485 504485 EDUCATORS TRAINING 900099 195300 195300 PUBLICATIONS 900099 128603 92607 35996 2066586 3509 3509 4345 3078 1267 1267 1267 OTHER INCOME 900099 16015 16015 16015 2207902 2030590 35996 20791 X 297495 199541 96148 1806 236873 179219 2007 55647 15720 12725 128 2867 39084 27499 7180 4405 16598 16598 77508 54863 22645 987 987 336147 237937 98210 400 400 47186 46000 1186 17186 12165 5021 399533 399533 10383 10383 60161 60161 EQUIPMENT AND FACILITIE 181416 119212 62204 BANK, CREDIT CARD, AND 67399 1489 65910 BRANCH DUES AND OTHER B 56890 56890 PUBLICATIONS AND EDUCAT 46546 46546 66030 34815 22311 8904 1973542 1428834 471079 73629 808880 639252 199476 29351 11044 13434 33373 218126 10980 5813 15125 25235 26547 22488 4871 4059 105962 98995 12955 2191 1219684 1019438 159845 187550 98905 70134 96000 52007 288042 642792 309691 X 334947 628703 241945 81044 576892 709747 1219684 1019438 234360 -5597 -95908 0 X 0 1 X 1 0 X 242828 316517 410242 441157 120525 1531269 2203571 2191455 1593257 1569456 2030590 9588329 2446399 2507972 2003499 2010613 2151115 11119598 25421 40600 12875 400 1100 80396 0 25421 40600 12875 400 1100 80396 11039202 49271 37801 33293 29392 3509 153266 49271 37801 33293 29392 3509 153266 1445 17760 306 10275 16015 45801 2497115 2563533 2037098 2050280 2170639 11318665 0.97530 0.96810 0.01350 0.01630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 0.00000 1.00000 0.00000 0 0 26547 22488 4059 4059 2201318 -5597 -5597 2206915 987 987 2207902 1972555 0 1972555 987 987 1973542 PART V, LINE 4: THE ORGANIZATION USES THE ENDOWMENT FUNDS FOR EDUCATIONAL SCHOLARSHIPS FOR ATTENDANCE TO THE INTERNATIONAL DYSLEXIA ASSOCIATION ANNUAL CONFERENCE AND/OR COMPARABLE SEMINARS TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. X X X X X 0 0 0 0 0 0 0 0 0 SONJA BANKS CHIEF EXECUTIVE OFFICER 165851 0 0 0 0 0 0 0 11898 0 177749 0 0 0 FORM 990, PAGE 1 HEADER, BOX B - AMENDED RETURN AFTER FILING THE ORIGINAL RETURN IN APRIL, 2024 FOR TAX YEAR MAY 31, 2023, THE ORGANIZATION'S FINANCIAL STATEMENT AUDIT WAS COMPLETED. THE FORM 990 IS BEING FILED TO REPORT THE FINAL AUDITED BALANCES. THE FOLLOWING SECTIONS OF THE FORM 990 HAVE BEEN REVISED AS A RESULT: PART I, SUMMARY CURRENT YEAR COLUMN CHANGED TO REFLECT THE CHANGES MADE AS A RESULT OF THE AUDIT FINAL. PART III ALLOCATION OF EXPENSES AND REVENUES TO LINES 4A 4D. PART VII REVISIONS MADE TO ADD DAVID HOLSTE TO THE LIST OF OFFICERS. PART VIII REVISIONS MADE TO REFLECT CHANGES ON THE AUDIT FINAL. PART IX REVISIONS MADE TO REFLECT CHANGES ON THE AUDIT FINAL. PART X REVISIONS MADE TO REFLECT CHANGES ON THE AUDIT FINAL. PART XI REVISIONS MADE TO REFLECT CHANGES ON THE AUDIT FINAL. PART XII REVISIONS MADE TO REFLECT CHANGES ON THE AUDIT FINAL. SCHEDULE A, PART III REVISIONS MADE TO REFLECT CHANGES ON THE AUDIT FINAL. SCHEDULE D, PART XI AND PART XII III REVISIONS MADE TO REFLECT CHANGES ON THE AUDIT FINAL. SCHEDULE J, PART II REVISIONS MADE TO ADD DAVID HOLSTE'S COMPENSATION. SCHEDULE O REVISIONS MADE TO REFLECT CHANGES ON THE AUDIT FINAL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM WAS DISTRIBUTED TO THE GOVERNING BODY PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS ANNUALLY DISTRIBUTED TO THE BOARD OF DIRECTORS AND STAFF. ALL BOARD MEMBERS ARE PROVIDED A DISCLOSURE STATEMENT TO SIGN AT THE SPRING BOARD MEETING. IF THE BOARD MEMBERS DO NOT TURN IT INC. 52-0953609 THE INTERNATIONAL DYSLEXIA ASSOCIATION, IN BY THE END OF THE MEETING, THE CHIEF EXECUTIVE OFFICER WILL FOLLOW-UP WITH THE MEMBER VIA EMAIL TO REQUEST THE DOCUMENTATION. THE DISCLOSURES ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER FOR ANY CONFLICTS OR CONCERNS. ALL CONFLICTS ARE PRESENTED TO THE BOARD CHAIR FOR DISCUSSION TO DETERMINE IF FURTHER ACTION IS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY OF THE CHIEF EXECUTIVE OFFICER IS DETERMINED BY THE EXECUTIVE COMMITTEE, WHO USES AN INDEPENDENT SEARCH STUDY WHICH COMPARES SIMILAR POSITIONS AND ORGANIZATIONS. THE EXECUTIVE COMMITTEE UTILIZES A WRITTEN EMPLOYMENT CONTRACT WITH THE CHIEF EXECUTIVE OFFICER AND REVIEWS THE CHIEF EXECUTIVE OFFICER'S COMPENSATION DURING ITS ANNUAL REVIEW PROCESS. THE CHIEF EXECUTIVE OFFICER IS NOT PRESENT DURING THE EXECUTIVE COMMITTEE'S COMPENSATION DISCUSSIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. A COPY OF THE FORM 990 IS ALSO AVAILABLE ONLINE VIA WWW.GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G EDUCATOR TRAINING: PROGRAM SERVICE EXPENSES 117,313. MANAGEMENT AND GENERAL EXPENSES 48,422. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 165,735. FIELD SERVICES: PROGRAM SERVICE EXPENSES 50,454. MANAGEMENT AND GENERAL EXPENSES 20,825. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,279. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 70,170. MANAGEMENT AND GENERAL EXPENSES 28,963. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,133. CENTER FOR EFFECTIVE READING INSTRUCTION INC 1829 REISTERSTOWN RD STE 350 PIKESVILLE MD 21208 475005293 CERTIFICATION MD 501(C)6 INTERNATIONAL DYSLEXIA ASSOCIATION 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CENTER FOR EFFECTIVE READING INSTRUCTION D 214219 COST