2023-02-23T11:49:36-06:00 2022-06-30 440160260 FORVIS LLP 1410 SPRING HILL ROAD SUITE 500 TYSONS VA 221023056 990 2021-07-01 530198090 COUNCIL OF CHIEF STATE SCHOOL OFFICERS COUN 2023367000 ONE MASSACHUSETTS AVENUE NW 700 WASHINGTON DC 20001 BRUCE BUTERBAUGH CHIEF FINANCIAL OFFICER 2023367000 2023-02-22 1 BRUCE BUTERBAUGH 999009999 AMY BIBBY P00445891 7039700400 2023-02-22 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z CARISSA MILLER ONE MASSACHUSETTS AVENUE NW 700 WASHINGTON DC 20001 26466833 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 75 0 0 0 1736360 0 18294023 25268578 629071 814410 0 0 20659454 26082988 0 0 0 0 9567317 9379273 0 0 1101559 10930320 15350181 20497637 24729454 161817 1353534 33266398 36934151 14561546 19042279 18704852 17891872 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 19763113 25268578 CCSSO WORKED WITH URGENCY THROUGHOUT 2021-22 TO SUPPORT STATES AS THEY WORKED TO ACCELERATE LEARNING FOR STUDENTS AND FOCUS ON THEIR WELLBEING AND MENTAL HEALTH. WE CONNECTED STATE EDUCATION LEADERS TO SHARE PROMISING PRACTICES AND HELPED AS THEY CAST VISIONS FOR THE LONG ROAD TO RECOVERY AHEAD. CCSSO LAUNCHED THE COVID RELIEF DATA PROJECT IN SUMMER 2022 TO ANALYZE HOW STATES ARE USING FEDERAL FUNDING APPROPRIATED TO STATE EDUCATION AGENCIES THROUGH THE ELEMENTARY AND SECONDARY SCHOOL EMERGENCY RELIEF (ESSER) FUND. WE SHARED THE FINDINGS OF THIS ANALYSIS ON A PUBLIC WEBSITE WITH DASHBOARDS, GRAPHICS AND STATE EXAMPLES AND WE LED OR SUPPORTED 29 BRIEFINGS AND PRESENTATIONS SINCE MAY 2022 TO INFORM THE FIELD. WE COMPILED VIDEOS OF STATE CHIEFS DESCRIBING THE IMPACT THEY ARE SEEING FROM THE INVESTMENTS. THIS YEAR, THE COALITION TO ADVANCE FUTURE STUDENT SUCCESS, A GROUP OF 12 LEADING EDUCATION ORGANIZATIONS WORKING TOGETHER TO ENSURE THE EFFECTIVE AND EQUITABLE USE OF COVID RELIEF FUNDS, RAMPED UP TELLING THE STORIES OF HOW THEIR MEMBERS ARE WORKING TOWARD THIS GOAL. THE COALITION IN ACTION NEWSLETTER, LAUNCHED IN THE SPRING 2022, HIGHLIGHTS THE IMPACT COVID RELIEF FUNDS ARE MAKING IN SCHOOLS. IN AUGUST, THE COALITION LAUNCHED A WEBSITE FEATURING A RESOURCE LIBRARY OF BEST PRACTICES AND EXEMPLARY WORK ACROSS ITS MEMBERSHIPS. THE WEBSITE ALSO HOUSES THE COALITION PERSPECTIVES BLOG, WHICH OFFERS CONTEXT INTO INITIATIVES AND FEATURES CONTENT SUCH AS A THREE-PART SERIES TO ACKNOWLEDGE HOW STATES AND DISTRICTS HAVE OBLIGATED ESSER I FUNDS. CCSSO'S ADVOCACY WORK FOCUSED ON PROVIDING SUSTAINED, INTENSIVE SUPPORTS TO STATES ON ADMINISTERING ESSER AND OTHER FEDERAL EDUCATION FUNDS, ON ISSUES INCLUDING ALLOWABLE USES OF FUNDS, FEDERAL REPORTING AND OVERSIGHT, AND PROGRAM EVALUATION. IN CONGRESS, THE TEAM SUPPORTED COMMISSIONERS FROM NEBRASKA AND TENNESSEE WITH TESTIMONY AT A SEPTEMBER 2022 U.S. HOUSE EDUCATION AND LABOR SUBCOMMITTEE HEARING. THE CHIEFS DISCUSSED HOW THEIR STATES WERE USING FEDERAL RELIEF DOLLARS TOWARD PANDEMIC RECOVERY. CCSSO ALSO SUPPORTED CONNECTICUT EDUCATION COMMISSIONER CHARLENE RUSSELL-TUCKER AND 2022 NATIONAL TEACHER OF THE YEAR KURT RUSSELL WHEN THEY TESTIFIED ON THE HEALTH, EDUCATION, LABOR, AND PENSIONS COMMITTEE IN JUNE ON SUPPORTING STUDENTS IN RECOVERING FROM THE PANDEMIC. WE WERE PROUD TO SEE A 2021 SURVEY BY THE RAND CORPORATION FIND THAT IN STATES IN CCSSO'S HIGH QUALITY INSTRUCTIONAL MATERIALS AND PROFESSIONAL DEVELOPMENT (IMPD) NETWORK, A GREATER PROPORTION OF TEACHERS USE AT LEAST ONE FULLY ALIGNED CURRICULUM, COMPARED TO THE NATIONAL AVERAGE. THE NETWORK IN 2022 CONTINUED TO HIGHLIGHT THE PROGRESS STATES ARE MAKING IN SUPPORTING DISTRICTS TO ENSURE TEACHERS HAVE THE RESOURCES THEY NEED TO PROVIDE HIGH-QUALITY INSTRUCTION, AND WE RELEASED A BRIEF ON HOW STATES ARE LEVERAGING ESSER FUNDING TO PROMOTE THE USE OF HIGH-QUALITY INSTRUCTIONAL MATERIALS AND ALIGNED PROFESSIONAL DEVELOPMENT.STATES HAD AN OPPORTUNITY TO THINK DIFFERENTLY ABOUT SUMMER PROGRAMMING WITH ESSER FUNDING AND CCSSO THIS YEAR CONTINUED ITS SUPPORT OF THE NINE-STATE STATE SUMMER LEARNING NETWORK. THIS NETWORK, A PARTNERSHIP BETWEEN CCSSO AND THE NATIONAL SUMMER LEARNING ASSOCIATION WITH SUPPORT FROM THE WALLACE FOUNDATION, THIS YEAR RELEASED THREE STATE SPOTLIGHTS TO SHARE HOW THE STATES APPROACHED THEIR WORK. KURT RUSSELL, A VETERAN HIGH SCHOOL HISTORY TEACHER FROM OHIO, IS THE 2022 NATIONAL TEACHER OF THE YEAR. IN HIS YEAR OF SERVICE, RUSSELL IS SHARING HIS MESSAGE THAT CLASSROOMS SHOULD BETTER REFLECT THE STUDENTS IN THEM, HIGHLIGHTING MEMBERS OF THE STATE TEACHER OF THE YEAR COHORT THROUGH A LIVE CONVERSATION SERIES, AND ATTENDING NUMEROUS EVENTS, INCLUDING A WHITE HOUSE STATE DINNER. STATE TEACHERS OF THE YEAR IN 2022 SHARED THE LESSONS THAT ARE THE BIGGEST HIT WITH THEIR STUDENTS IN THIS PODCAST SERIES AND OFFERED TIPS FOR TEACHERS IN A SERIES FOR FIRST LADY JILL BIDEN'S PINTEREST BOARD. CCSSO'S COLLABORATIVES, OFFERING PREMIER LEARNING WITH PURPOSE FOR STATE EDUCATION AGENCY LEADERS, SERVED MORE THAN 1,155 MEMBERS IN 2021-22. WE ARE PROUD THAT A RECENT SURVEY SHOWED 91% OF COLLABORATIVE MEMBERS SAID THEY WERE SATISFIED WITH THEIR MEMBERSHIP'S RELEVANCE TO THEIR JOB. CCSSO'S TEAM PRODUCED 16 PUBLICATIONS BETWEEN JULY 2021-JUNE 2022, RANGING FROM ADDRESSING STATE ACCOUNTABILITY SYSTEMS: MEASURING AND REPORTING ACADEMIC GROWTH FOR STUDENTS WITH SIGNIFICANT COGNITIVE DISABILITIES TO ADVANCING COMPREHENSIVE MENTAL HEALTH SYSTEMS. WE ALSO RECENTLY RELEASED (DECEMBER 2022) THE SUPPORTING LEAS TO USE ESSER AND OTHER ED FUNDS TO IMPROVE STUDENT OUTCOMES: A STATE SYSTEM WORKBOOK AND FIVE TEMPLATES COVERING KEY TOPICS SUCH AS STUDENT WELLBEING AND TEACHER RECRUITMENT. CCSSO'S WORK TO ENHANCE STATE LEADERSHIP SUPPORTING TECHNOLOGY AND DATA REVOLVED AROUND FOUR PRIMARY INITIATIVES DURING THE FY 21-22 YEAR INCLUDING ITS WORK AROUND A COMMUNITY OF INNOVATION TO SUPPORT THE ACCELERATION OF MODERNIZING P20W STATEWIDE LONGITUDINAL DATA SYSTEMS. THE COMMUNITY OF INNOVATION IS CREATING ARTIFACTS THAT CAN BE USED BY ANY STATE. 19763113 1 0 0 1 0 0 0 0 0 1 1 0 0 0 0 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 1 107 0 1 75 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 700 WASHINGTON DC 20001 MOLLY SPEARMAN PRESIDENT 0.00 X 0 0 0 KIRSTEN BAESLER PRESIDENT-ELECT 0.00 X 0 0 0 MATTHEW BLOMSTEDT PAST-PRESIDENT 0.00 X 0 0 0 DAN FRENCH DIRECTOR 0.00 X 0 0 0 JOHNNY KEY DIRECTOR 0.00 X 0 0 0 KATHY ANTHES DIRECTOR 0.00 X 0 0 0 MARGIE VANDEVEN DIRECTOR 0.00 X 0 0 0 SYDNEE DICKSON DIRECTOR 0.00 X 0 0 0 PENNY SCHWINN DIRECTOR 0.00 X 0 0 0 CARISSA MILLER CHIEF EXECUTIVE OFFICER 37.50 X 325569 0 33757 BRUCE BUTERBAUGH CHIEF FINANCIAL OFFICER 37.50 X 231743 0 71855 STEVE BOWEN DEPUTY EXECUTIVE DIRECTOR 37.50 X 232990 0 70230 SCOTT NORTON DEPUTY EXECUTIVE DIRECTOR 37.50 X 248071 0 26007 MELISSA MANDATO MCGRATH CHIEF OF STAFF 37.50 X 210122 0 61195 ANNIE HOLMES CHIEF EQUITY OFFICER 37.50 X 206787 0 24629 PETER ZAMORA DIRECTOR OF FEDERAL RELATIONS 37.50 X 185057 0 19706 BRYAN BOESKIN INTERIM CHIEF DEVELOPMENT OFFICER 37.50 X 180436 0 34130 FEN CHOU PROGRAM DIRECTOR 37.50 X 159264 0 17126 KIRSTEN CARR SENIOR DIRECTOR 37.50 X 151646 0 21365 SIMINTHA ESSON FORMER HIGHEST COMPENSATED EMPLOYEE 37.50 X 104267 0 14932 2235952 0 394932 30 1 1 0 EDUCATION FIRST PO BOX 22871 SEATTLE WA 98122 CONSULTING 653950 RIVET EDUCATION LLC 12181 INDIGO DRIVE ST FRANCISVILLE LA 70775 CONSULTING 345250 VFAIRS LLC 1510 RANDOLPH ST 208 CARROLLTON TX 75006 CONSULTING 291635 INSTRUCTION PARTNERS 604 GALLATIN AVE 202 NASHVILLE TN 37206 CONSULTING 281500 FEDERAL EDUCATION GROUP 1455 PENNSYLVANIA AVE 400 WASHINGTON DC 20004 CONSULTING 265325 10 GRANTS & CONTRACTS 541900 11977653 11977653 CONSORTIUM FEES 541900 6133815 6133815 SPONSORSHIP REVENUE 541900 4125550 4125550 MEMBERSHIP DUES 900099 2566000 2566000 REGISTRATION FEES 541900 403306 403306 62254 62254 25268578 209518 209518 988737 383845 604892 604892 604892 26082988 25268578 0 814410 X 1271510 501061 770449 5863771 3950694 1327275 585802 781181 487385 229662 64134 923387 576195 271382 75810 539424 336551 158587 44286 116307 116307 137905 137905 9272382 8413386 679918 179078 888386 275998 476912 135476 706193 706193 45838 28865 16973 3755901 3755901 292711 292711 134558 134558 INDIRECT COST ALLOCATIO 0 1465942 -1465942 24729454 19763113 3864782 1101559 18411391 18026692 331570 1061307 88537 701323 584555 555772 3711141 1176007 2616199 2535134 11234146 14053923 33266398 36934151 4617156 7810958 9944390 11231321 14561546 19042279 X 18561470 17752568 143382 139304 18704852 17891872 33266398 36934151 1353534 -2166514 0 X 0 1 X 0 1 1 X 1736360 1736360 40211919 44786140 24922371 18294023 25268578 153483031 40211919 44786140 24922371 20030383 25268578 155219391 0 0 0 155219391 176320 494440 117106 190792 209518 1188176 176320 494440 117106 190792 209518 1188176 40388239 45280580 25039477 20221175 25478096 156407567 0.99240 0.99350 0.00760 0.00650 X 849543 849543 23879911 24729454 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 585211 512870 610727 849543 2558351 250000 250000 250000 250000 1000000 1500000 0 0 0 0 143382 -4078 139304 165618 5764 28000 143382 162707 2911 165618 159204 3503 162707 155926 3278 159204 1.00000 0 0 2121758 176813 1944945 1589383 999194 590189 2535134 X 23778569 -2166514 -2166514 25945083 137905 137905 26082988 24591549 0 24591549 137905 137905 24729454 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 2022 AND 2021. THE COUNCIL HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2022 AND JUNE 30, 2021. X X X X 0 0 0 0 0 0 0 0 0 CARISSA MILLER CHIEF EXECUTIVE OFFICER 325569 0 0 0 0 0 32557 0 1200 0 359326 0 0 0 BRUCE BUTERBAUGH CHIEF FINANCIAL OFFICER 231743 0 0 0 0 0 23174 0 48681 0 303598 0 0 0 STEVE BOWEN DEPUTY EXECUTIVE DIRECTOR 232990 0 0 0 0 0 23299 0 46931 0 303220 0 0 0 SCOTT NORTON DEPUTY EXECUTIVE DIRECTOR 248071 0 0 0 0 0 24807 0 1200 0 274078 0 0 0 MELISSA MANDATO MCGRATH CHIEF OF STAFF 210122 0 0 0 0 0 21012 0 40183 0 271317 0 0 0 ANNIE HOLMES CHIEF EQUITY OFFICER 206787 0 0 0 0 0 20679 0 3950 0 231416 0 0 0 BRYAN BOESKIN INTERIM CHIEF DEVELOPMENT OFFICER 180436 0 0 0 0 0 18044 0 16086 0 214566 0 0 0 PETER ZAMORA DIRECTOR OF FEDERAL RELATIONS 185057 0 0 0 0 0 18506 0 1200 0 204763 0 0 0 FEN CHOU PROGRAM DIRECTOR 159264 0 0 0 0 0 15926 0 1200 0 176390 0 0 0 KIRSTEN CARR SENIOR DIRECTOR 151646 0 0 0 0 0 15165 0 6200 0 173011 0 0 0 SIMINTHA ESSON FORMER HIGHEST COMPENSATED EMPLOYEE 104267 0 0 0 0 0 10427 0 4505 0 119199 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 8,413,386. MANAGEMENT AND GENERAL EXPENSES 679,918. FUNDRAISING EXPENSES 179,078. TOTAL EXPENSES 9,272,382. CCSSO LLC ONE MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 HOLDING COMPANY DC 0 0 COUNCIL OF CHIEF STATE SCHOOL OFFICERS