2025-05-13T17:13:09-05:00 2024-06-30 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2023-07-01 521012307 COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION COUN 2023285900 1201 EYE STREET NW 300 WASHINGTON DC 200055905 DIANE YOUNG CHIEF FINANCIAL OFFICER 2023285900 2025-05-09 1 0 MEREDITH BELL P01696827 8042822121 2025-05-09 2023 2025-03-06 01:10:19Z CASE SUE CUNNINGHAM 1201 EYE STREET NW 300 WASHINGTON DC 200055905 35485463 0 X WWW.CASE.ORG X 1974 DC ADVANCING EDUCATION TO TRANSFORM LIVES AND SOCIETY. 21 21 105 4800 150563 0 240554 85787 26829818 29956211 1259 1533114 444988 429948 27516619 32005060 70227 147600 0 0 14302786 16481825 0 0 464387 17284723 18040298 31657736 34669723 -4141117 -2664663 41616913 38059422 23858383 21870190 17758530 16189232 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 19400762 15452349 CONFERENCES AND WORKSHOPS - THE COUNCIL OFFERS OVER 80 CONFERENCES AND 20 ONLINE SPEAKER SERIES PER YEAR AS OPPORTUNITIES TO NETWORK WITH COLLEAGUES AND LEARN ABOUT INSTITUTIONAL ADVANCEMENT. 5411557 EXTERNAL AFFAIRS - THE EXTERNAL AFFAIRS PROGRAM INCLUDES COMMUNICATIONS, GOVERNMENT RELATIONS, PUBLIC RELATIONS, MEDIA RELATIONS, AND INSTITUTIONAL RELATED FOUNDATIONS. 3350774 INFORMATION AND RESEARCH - THE COUNCIL PROVIDES UP-TO-DATE INFORMATION ON A VARIETY OF TOPICS RELATED TO ALL AREAS OF INSTITUTIONAL ADVANCEMENT. 147600 147600 4005515 AWARDS AND SERVICES 9599831 MEMBERSHIP 898516 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. 147600 147600 14503862 28310693 1 1 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 192 0 1 105 1 1 1 1 CA SN MX UK 0 0 0 0 0 0 0 0 0 0 X 21 21 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 SERGIO M GONZALEZ CHAIR 2.00 0.00 X X 0 0 0 FRITZ SCHROEDER CHAIR-ELECT 2.00 0.00 X X 0 0 0 MATTHEW T LAMBERT SECRETARY 2.00 0.00 X X 0 0 0 RACHEL SANDISON TREASURER 2.00 0.00 X X 0 0 0 ARMIN AFSAHI MEMBER 2.00 0.00 X 0 0 0 BARBARA K ALTMANN MEMBER 2.00 0.00 X 0 0 0 MICHAEL BARZACCHINI MEMBER 2.00 0.00 X 0 0 0 EDUARDO BEHRENTZ MEMBER 2.00 0.00 X 0 0 0 MONTIQUE MO COTTON KELLY MEMBER 2.00 0.00 X 0 0 0 BARBARA DICK MEMBER 2.00 0.00 X 0 0 0 LEE FERTIG MEMBER 2.00 0.00 X 0 0 0 BINTI HARVEY MEMBER 2.00 0.00 X 0 0 0 SHELLEY GREENWOOD MEMBER 2.00 0.00 X 0 0 0 ANDREW ANDY HAMILTON MEMBER 2.00 0.00 X 0 0 0 MONIQUE HARPET-RICHARDSON MEMBER 2.00 0.00 X 0 0 0 BRIAN HASTINGS MEMBER 2.00 0.00 X 0 0 0 OVIDIA LIM-RAJARAM MEMBER 2.00 0.00 X 0 0 0 SCOTT MORY MEMBER 2.00 0.00 X 0 0 0 ANGEL PEREZ MEMBER 2.00 0.00 X 0 0 0 HELEN PIKE MEMBER 2.00 0.00 X 0 0 0 TONY PROUDFOOT MEMBER 2.00 0.00 X 0 0 0 SUE CUNNINGHAM PRESIDENT/CEO 36.00 4.00 X 678487 0 155423 TERESA M FLANNERY COO & EXECUTIVE VP 35.00 0.00 X 356175 0 47571 DIANE YOUNG CFO 35.00 2.00 X 260401 0 83507 ROBERT HENRY VP PEOPLE TALENT & CULTURE 35.00 0.00 X 380615 0 70142 BRETT CHAMBERS VP VOLUNTEER & MEMBER 35.00 2.00 X 218995 0 63537 BRIAN FLAHAVEN VP STRATEGIC PARTNERSHIP 35.00 0.00 X 229445 0 48745 CARA GIACOMINI VP DATA, RESEARCH 35.00 2.00 X 260698 0 71524 AMANDA ADOLPH-FORE CHIEF OF STAFF 35.00 0.00 X 210372 0 41720 CATHERINE ZAIC SR. 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REVENUE ELIMINATED DURING CONSOLIDATION 868,243. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS REPORTED ON PART VIII -9,345. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 81,018. LOSS ON FOREIGN EXCHANGE RATE 7,963. LOSS ON DISPOSAL OF ASSETS NOT REPORTED ON PART XI 9,345. EXPENSES ELIMINATED DURING CONSOLIDATION 932,218. 1 SOUTH AMERICA 1 5 PROGRAM SERVICES CONFERENCES AND EDUCATIONAL PROGRAMS 36298 EAST ASIA AND THE PACIFIC 2 6 PROGRAM SERVICES CONFERENCES AND EDUCATIONAL PROGRAMS 163716 EUROPE (INCLUDING ICELAND & GREENLAND) 1 17 PROGRAM SERVICES CONFERENCES AND EDUCATIONAL PROGRAMS 45953 NORTH AMERICA 0 0 GRANTMAKING 9518 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 6805 4 28 0 0 4 28 262290 0 262290 SCHOLARSHIPS AND AWARDS EUROPE (INCLUDING ICELAND & GREENLAND) 8 6805 WIRE SCHOLARSHIPS AND AWARDS NORTH AMERICA 9 9518 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 4 1100 DISTRICT CONFERENCE SCHOLARSHIP 125 104617 VIRGINIA CARTER SMITH 24 25560 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 167972 0 0 0 2886 0 16740 0 14508 0 202106 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 - $31,824 BRIAN FLAHAVEN - $20,808 ROBERT HENRY - $24,329 SUE CUNNINGHAM - $95,833 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 TOP MANAGEMENT OFFICIAL: A REVIEW OF COMPENSATION WAS PERFORMED IN ADDITION TO CONSIDERATION OF ORGANIZATIONAL AND PERSONNEL REQUIREMENTS IN DETERMINING EXECUTIVE MANAGEMENT COMPENSATION. KEY EMPLOYEES: A SIMILAR REVIEW OF THE COMPENSATION OF KEY EMPLOYEES AND OTHER STAFF WAS PERFORMED IN ADDITION TO CONSIDERATION OF ORGANIZATIONAL AND PERSONNEL REQUIREMENTS IN DETERMINING MANAGEMENT COMPENSATION. 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 -7,963. 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