2023-05-04T10:32:03-05:00 2022-06-30 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2021-07-01 541999773 AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS INC AMER 7035280700 1615 DUKE ST ALEXANDRIA VA 223143406 DAVID SCHULER EXECUTIVE DIRECTOR 7035280700 2023-05-02 1 DAVID SCHULER XXX-XX-XXXX ELIZABETH W HELLER P00397829 2022932200 2023-05-02 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z AASA DAVID SCHULER 1615 DUKE ST ALEXANDRIA VA 223143406 18699122 0 X WWW.AASA.ORG X 2001 VA AASA, THE SCHOOL SUPERINTENDENTS ASSOCIATION ADVOCATES FOR EQUITABLE ACCESS FOR ALL STUDENTS TO THE HIGHEST QUALITY PUBLIC EDUCATION, AND DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS. 150 150 44 150 1156223 0 2665727 3949315 7186237 12889381 268172 256271 2670927 1481819 12791063 18576786 80000 125500 0 0 5118705 5809160 0 0 332743 5517616 9332033 10716321 15266693 2074742 3310093 25509249 25887343 11543769 9715990 13965480 16171353 X AASA ADVOCATES FOR THE HIGHEST QUALITY PUBLIC EDUCATION FOR ALL STUDENTS, AND DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS. 0 0 4994052 125500 4452435 LEADERSHIP SERVICES:PROVIDES SPECIALIZED SERVICES TO OUR MEMBERS IN A WIDE ARRAY OF CERTIFICATION AND CONSORTIA GROUP PROGRAMS. THE PROGRAMS PROVIDE SCHOOL SYSTEM LEADERS WITH 21ST CENTURY LEARNING THROUGH THE USE OF RESEARCH DRIVEN BEST PRACTICES TO PROVIDE KNOWLEDGE ON CRITICAL ISSUES FACING THE EDUCATION COMMUNITY AND BUILD LEADERSHIP SKILLS, DISPOSITIONS AND EXPERTISE TO ADDRESS THEM THAT WILL BENEFIT ALL STUDENTS. 1844267 3413954 NATIONAL CONFERENCE ON EDUCATION:THE ASSOCIATION HOSTS THE NATIONAL CONFERENCE ON EDUCATION ANNUALLY. THIS CONFERENCE FEATURES NATIONALLY RECOGNIZED SPEAKERS, HOW-TO SESSIONS FOR SCHOOL ADMINISTRATORS, A NATIONAL EXHIBIT OF EDUCATIONAL PRODUCTS, SMALL-GROUP MEETINGS AND PRE-SESSIONS. 1257934 COMMUNICATIONS: MEMBERS OF THE ASSOCIATION RECEIVE THE FOLLOWING PUBLICATIONS: THE SCHOOL ADMINISTRATOR, PUBLISHED 11 TIMES ANNUALLY; THE LEADER'S EDGE, PUBLISHED BI-MONTHLY ONLINE; NEWS OF THE NATION, PUBLISHED WEEKLY ONLINE; A SUPERINTENDENT'S E-JOURNAL; AND SEVERAL OCCASIONAL MEMBERSHIP SERVICE PUBLICATIONS. 991484 3566467 MEMBER/AFFILIATE 664874 PUBLIC POLICY 641242 GOVERNANCE 382117 353962 CHILDREN'S 287579 AWARDS 55083 9586 EDUCATIONAL MEETINGS 7984 OTHER PROGRAMS 3030363 3930015 11126616 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 185 0 1 44 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 150 150 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 1 0 0 VA X H CHARLES WOODRUFF 7035280700 1615 DUKE ST ALEXANDRIA VA 223143406 PAUL IMHOFF PRESIDENT 2.00 X X 0 0 0 SHARI CAMHI PRESIDENT ELECT 2.00 X X 0 0 0 KRISTI WILSON IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 GUSTAVO BALDERAS EXECUTIVE COMMITTEE 2.00 X 0 0 0 MATT BURROWS EXECUTIVE COMMITTEE 2.00 X 0 0 0 GLADYS CRUZ EXECUTIVE COMMITTEE 2.00 X 0 0 0 MARTHA GROUP EXECUTIVE COMMITTEE 2.00 X 0 0 0 SCOTT HANBACK EXECUTIVE COMMITTEE 2.00 X 0 0 0 DAVID LAW EXECUTIVE COMMITTEE 2.00 X 0 0 0 TOBIN NOVASIO EXECUTIVE COMMITTEE 2.00 X 0 0 0 LISA PARADY EXECUTIVE COMMITTEE 2.00 X 0 0 0 HEATHER PERRY EXECUTIVE COMMITTEE 2.00 X 0 0 0 RANDY RUSSELL EXECUTIVE COMMITTEE 2.00 X 0 0 0 MARTHA SALAZAR-ZAMORA EXECUTIVE COMMITTEE 2.00 X 0 0 0 RODNEY SHOTWELL EXECUTIVE COMMITTEE 2.00 X 0 0 0 DERON STENDER EXECUTIVE COMMITTEE 2.00 X 0 0 0 COSIMO TANGORRA EXECUTIVE COMMITTEE 2.00 X 0 0 0 MICHELE TAYLOR EXECUTIVE COMMITTEE 2.00 X 0 0 0 LILLIAN TORREZ EXECUTIVE COMMITTEE 2.00 X 0 0 0 JULIE VITALE EXECUTIVE COMMITTEE 2.00 X 0 0 0 STEVE WEBB EXECUTIVE COMMITTEE 2.00 X 0 0 0 LEE ANN WENTZEL EXECUTIVE COMMITTEE 2.00 X 0 0 0 MICHAEL BORGFJORD GOVERNING BOARD 2.00 X 0 0 0 CLAYTON HOLLAND GOVERNING BOARD 2.00 X 0 0 0 FRANK HAUSER GOVERNING BOARD 2.00 X 0 0 0 MATTHEW AKIN GOVERNING BOARD 2.00 X 0 0 0 WAYNE VICKERS GOVERNING BOARD 2.00 X 0 0 0 CHRISTOPHER NAIL GOVERNING BOARD 2.00 X 0 0 0 TONY THURMAN GOVERNING BOARD 2.00 X 0 0 0 MELISSA SADORF GOVERNING BOARD 2.00 X 0 0 0 BRIAN CAPISTRAN GOVERNING BOARD 2.00 X 0 0 0 DONNA LEWIS GOVERNING BOARD 2.00 X 0 0 0 JOHN MALLOY GOVERNING BOARD 2.00 X 0 0 0 CHRIS EVANS GOVERNING BOARD 2.00 X 0 0 0 WILLIAM WILSON GOVERNING BOARD 2.00 X 0 0 0 WENDY BIRHANZEL GOVERNING BOARD 2.00 X 0 0 0 PAUL FREEMAN GOVERNING BOARD 2.00 X 0 0 0 ALAN ADDLEY GOVERNING BOARD 2.00 X 0 0 0 BRYAN LUIZZI GOVERNING BOARD 2.00 X 0 0 0 COREY MIKLUS GOVERNING BOARD 2.00 X 0 0 0 ROBERT FULTON GOVERNING BOARD 2.00 X 0 0 0 DEBRA PACE GOVERNING BOARD 2.00 X 0 0 0 MICHAEL DUNCAN GOVERNING BOARD 2.00 X 0 0 0 MORRIS LEIS GOVERNING BOARD 2.00 X 0 0 0 JOSEPH STUTTING GOVERNING BOARD 2.00 X 0 0 0 DAN PETERSON GOVERNING BOARD 2.00 X 0 0 0 CHRIS COFFELT GOVERNING BOARD 2.00 X 0 0 0 BECKY MEYER GOVERNING BOARD 2.00 X 0 0 0 BHAVNA SHARMA-LEWIS GOVERNING BOARD 2.00 X 0 0 0 SCOTT DOERR GOVERNING BOARD 2.00 X 0 0 0 KRISTIN HUMPHRIES GOVERNING BOARD 2.00 X 0 0 0 MICHAEL CONNOLLY GOVERNING BOARD 2.00 X 0 0 0 JENNIFER KELSALL GOVERNING BOARD 2.00 X 0 0 0 WAYNE BARKER GOVERNING BOARD 2.00 X 0 0 0 DAN HILE GOVERNING BOARD 2.00 X 0 0 0 JESSICA DAIN GOVERNING BOARD 2.00 X 0 0 0 MICHELLE HUBBARD GOVERNING BOARD 2.00 X 0 0 0 PATRICIA SHEFFER GOVERNING BOARD 2.00 X 0 0 0 ROB CLAYTON GOVERNING BOARD 2.00 X 0 0 0 CLAY CORLEY GOVERNING BOARD 2.00 X 0 0 0 KELLI JOSEPH GOVERNING BOARD 2.00 X 0 0 0 BRIAN BLAKE GOVERNING BOARD 2.00 X 0 0 0 ERIC CONTI GOVERNING BOARD 2.00 X 0 0 0 KAREN COUCH GOVERNING BOARD 2.00 X 0 0 0 SEAN BULSON GOVERNING BOARD 2.00 X 0 0 0 JEREMY RAY GOVERNING BOARD 2.00 X 0 0 0 RICHARD COLPITTS GOVERNING BOARD 2.00 X 0 0 0 DAVEDA COLBERT GOVERNING BOARD 2.00 X 0 0 0 CHRIS TIMMIS GOVERNING BOARD 2.00 X 0 0 0 STEVE MATTHEWS GOVERNING BOARD 2.00 X 0 0 0 LOUIS STEIGERWALD GOVERNING BOARD 2.00 X 0 0 0 CHRISTOPHER MILLS GOVERNING BOARD 2.00 X 0 0 0 CRAIG OFTEDAHL GOVERNING BOARD 2.00 X 0 0 0 DANIEL BITTMAN GOVERNING BOARD 2.00 X 0 0 0 JEFF ELSTAD GOVERNING BOARD 2.00 X 0 0 0 ANTHONY ROSSETTI GOVERNING BOARD 2.00 X 0 0 0 JOHN FRENCH GOVERNING BOARD 2.00 X 0 0 0 DAVID BUCK GOVERNING BOARD 2.00 X 0 0 0 KENNY RODREQUEZ GOVERNING BOARD 2.00 X 0 0 0 SHARONICA HARDIN-BARTLEY GOVERNING BOARD 2.00 X 0 0 0 LANCE EVANS GOVERNING BOARD 2.00 X 0 0 0 LUNDY BRANTLEY GOVERNING BOARD 2.00 X 0 0 0 MIKE PERRY GOVERNING BOARD 2.00 X 0 0 0 BRAD MOORE GOVERNING BOARD 2.00 X 0 0 0 LAURIE BARRON GOVERNING BOARD 2.00 X 0 0 0 DON PHIPPS GOVERNING BOARD 2.00 X 0 0 0 CATTY MOORE GOVERNING BOARD 2.00 X 0 0 0 BRANDT DICK GOVERNING BOARD 2.00 X 0 0 0 RUPAK GANDHI GOVERNING BOARD 2.00 X 0 0 0 KEVIN WINGARD GOVERNING BOARD 2.00 X 0 0 0 MELISSA POLONCIC GOVERNING BOARD 2.00 X 0 0 0 WINFRIED FENEBERG GOVERNING BOARD 2.00 X 0 0 0 MEREDITH NADEAU GOVERNING BOARD 2.00 X 0 0 0 DAVID DERUOSI GOVERNING BOARD 2.00 X 0 0 0 DEBORAH HARVEST GOVERNING BOARD 2.00 X 0 0 0 SCOTT ROCCO GOVERNING BOARD 2.00 X 0 0 0 GLENN ROBBINS GOVERNING BOARD 2.00 X 0 0 0 KENNETH MOORE GOVERNING BOARD 2.00 X 0 0 0 DAWN APODACA GOVERNING BOARD 2.00 X 0 0 0 DAVID JENSEN GOVERNING BOARD 2.00 X 0 0 0 WAYNE WORKMAN GOVERNING BOARD 2.00 X 0 0 0 RAYMOND SANCHEZ GOVERNING BOARD 2.00 X 0 0 0 RANDALL SQUIER GOVERNING BOARD 2.00 X 0 0 0 JASON ANDREWS GOVERNING BOARD 2.00 X 0 0 0 KEVIN MCGOWAN GOVERNING BOARD 2.00 X 0 0 0 LUVELLE BROWN GOVERNING BOARD 2.00 X 0 0 0 SHAUN NELMS GOVERNING BOARD 2.00 X 0 0 0 KUSUM SINHA GOVERNING BOARD 2.00 X 0 0 0 MIKE SHEPPARD GOVERNING BOARD 2.00 X 0 0 0 JEFFREY BROWN GOVERNING BOARD 2.00 X 0 0 0 MICHAEL BARNES GOVERNING BOARD 2.00 X 0 0 0 MELONIE HAU GOVERNING BOARD 2.00 X 0 0 0 DREW EICHELBERGER GOVERNING BOARD 2.00 X 0 0 0 HEIDI SIPE GOVERNING BOARD 2.00 X 0 0 0 SUSAN RIEKE-SMITH GOVERNING BOARD 2.00 X 0 0 0 GENNARO PIRAINO GOVERNING BOARD 2.00 X 0 0 0 BRIDGET O'CONNELL GOVERNING BOARD 2.00 X 0 0 0 SHANE HOTCHKISS GOVERNING BOARD 2.00 X 0 0 0 RANDAL LUTZ GOVERNING BOARD 2.00 X 0 0 0 NICHOLAS GUARENTE GOVERNING BOARD 2.00 X 0 0 0 CINDY FINN GOVERNING BOARD 2.00 X 0 0 0 DIANE SANNA GOVERNING BOARD 2.00 X 0 0 0 MARIE AHERN GOVERNING BOARD 2.00 X 0 0 0 WILLIAM ROYSTER GOVERNING BOARD 2.00 X 0 0 0 J HARRISON GOODWIN GOVERNING BOARD 2.00 X 0 0 0 MARK NAUGLE GOVERNING BOARD 2.00 X 0 0 0 BECKY GUFFIN GOVERNING BOARD 2.00 X 0 0 0 RUSSELL DYER GOVERNING BOARD 2.00 X 0 0 0 MISCHELLE SIMCOX GOVERNING BOARD 2.00 X 0 0 0 GERALD HUDSON GOVERNING BOARD 2.00 X 0 0 0 QUINTIN SHEPHERD GOVERNING BOARD 2.00 X 0 0 0 KIM ALEXANDER GOVERNING BOARD 2.00 X 0 0 0 DAVID STYLER GOVERNING BOARD 2.00 X 0 0 0 PAUL SWEAT GOVERNING BOARD 2.00 X 0 0 0 AARON SPENCE GOVERNING BOARD 2.00 X 0 0 0 KRISTY SOMERVILLE-MIDGETTE GOVERNING BOARD 2.00 X 0 0 0 PETER BURROWS GOVERNING BOARD 2.00 X 0 0 0 BROOKE OLSEN-FARRELL GOVERNING BOARD 2.00 X 0 0 0 MICHELLE PRICE GOVERNING BOARD 2.00 X 0 0 0 NATHAN MCCANN GOVERNING BOARD 2.00 X 0 0 0 KRESTIN BAHR GOVERNING BOARD 2.00 X 0 0 0 KEVIN MCKAY GOVERNING BOARD 2.00 X 0 0 0 JIM SEBERT GOVERNING BOARD 2.00 X 0 0 0 PAUL SCHLEY GOVERNING BOARD 2.00 X 0 0 0 MARK HANSEN GOVERNING BOARD 2.00 X 0 0 0 TRACI DAVIS GOVERNING BOARD 2.00 X 0 0 0 JOHN HUDSON GOVERNING BOARD 2.00 X 0 0 0 MICHAEL WELLS GOVERNING BOARD 2.00 X 0 0 0 DAVE BARKER GOVERNING BOARD 2.00 X 0 0 0 GILLIAN CHAPMAN GOVERNING BOARD 2.00 X 0 0 0 DANIEL DOMENECH EXECUTIVE DIRECTOR 40.00 X 499427 0 18241 H CHARLES WOODRUFF COO 40.00 X 243019 0 13215 MIKE PIOTROWSKI CFO 40.00 X 130652 0 26537 MORT SHERMAN ASSOC EXEC DIR 40.00 X 190462 0 14283 SHARON ADAMS-TAYLOR ASSOC EXEC DIR 40.00 X 184716 0 13143 CHRIS DAW ASSOC EXEC DIR 40.00 X 173632 0 36425 NOELLE ELLERSON NG ASSOC EXEC DIR 40.00 X 160517 0 36827 JAY GOLDMAN EDITOR, SA 40.00 X 125929 0 43250 HEIDI SCHMIDT DIR, CORPORATE & STRATEGIC ALLIANCES 40.00 X 187367 0 16864 VALERIE TRUESDALE ASST EXECUTIVE DIRECTOR 40.00 X 161810 0 26621 TAMMY BARBARA CHIEF OF STAFF 40.00 X 113861 0 7507 MEGHAN MORAN SR DIR, MEMBERSHIP & MARKETING 40.00 X 106031 0 8205 2277423 0 261118 15 0 1 0 SUCCESSFUL PRACTICES NETWORK 20 PROSPECT STREET SUITE 312 BALLSTON NY 12020 SUPPORT THE LEARNING 2025 INITIATIVE 747015 FREEMAN PO BOX 734596 DALLAS TX 75373 NCE CONFERENCE MANAGEMENT 581936 FORREST T JONES 13800 COPPERMINE ROAD HERNDON VA 20171 MEMBER INSURANCE 497027 SMITH BUCKLIN CORPORATION 8318 SOLUTIONS CENTER CHICAGO IL 60677 ADVERTISING SALES AND ACCOUNTING SUPPORT 445744 EDUCATION COUNSEL LLC 101 CONSTITUTION AVE NW SUITE 900 WASHINGTON DC 20001 SUPPORT THE LCSDC CONSORTIUM 307226 20 720900 3228415 3949315 LEADERSHIP SERVICES 900099 4452435 4452435 MEMBERSHIP DUES 900099 3566467 3566467 CONVENTION REVENUE 900099 3413954 3413954 ADVERTISING REVENUE 541800 1137457 1137457 CHILDREN'S PROGRAM 900099 309482 309482 9586 9586 12889381 256271 256271 1216636 1216636 154068 122336 31732 31732 18766 12966 OTHER INCOME 900099 233451 233451 233451 18576786 11751924 1156223 1719324 X 45000 45000 80500 80500 1790319 966279 723037 101003 2143671 1160840 861491 121340 217165 107778 98121 11266 1354791 672380 612130 70281 303214 150484 137000 15730 39784 39784 54000 54000 53785 53785 3075331 2715236 360095 60657 21795 38862 725876 711836 11737 2303 482010 139058 342952 13988 13988 210158 210158 610078 564282 43704 2092 1532998 1486931 41298 4769 46379 46379 91685 91685 SUBCONTRACTS 1653936 1653936 OTHER COSTS 262019 157037 104982 DUES, SUBSCRIPTIONS 210431 160747 45725 3959 CREDIT CARD DISCOUNTS 160079 160079 48839 16666 32173 15266693 11126616 3807334 332743 380 196 10466836 5871440 612618 893890 276717 406382 246931 315300 4679211 1596646 3052018 3082565 10094882 14625209 758867 692361 25509249 25887343 1445684 1925949 3839442 3558456 1511573 1298414 4747070 2933171 11543769 9715990 X 13634030 15757927 331450 413426 13965480 16171353 25509249 25887343 X 3310093 -2199097 1094877 X 0 1 X 1 0 X 6549183 5811984 6208665 6071061 7515782 32156675 4229585 4332893 5030325 3217104 8185457 24995364 156078 205829 210643 266380 0 838930 10934846 10350706 11449633 9554545 15701239 57990969 0 0 0 57990969 1750907 1799288 1743307 2038655 1536305 8868462 1750907 1799288 1743307 2038655 1536305 8868462 157695 272958 233451 664104 12685753 12149994 13350635 11866158 17470995 67523535 0.85880 0.84570 0.13130 0.14710 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: RECOVERY - 2019 AMOUNT: $ 157,695. OTHER INCOME - 2020 AMOUNT: $ 272,958. 2021 AMOUNT: $ 233,451. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34009 34009 15369786 15403795 920190 230048 0 0 772627 754288 692235 920190 3139340 4709010 76806 87224 48964 34009 247003 193157 188572 173059 230048 784836 1177254 1314864 -25440 92333 1197091 1248203 27318 39343 1314864 1214512 33728 37 1248203 1178698 28605 9124 1915 1214512 1195869 26754 75 44000 1178698 0.85018 0.13037 0.01945 0 0 1120555 1120555 2826367 1081110 1745257 3500 3500 0 646089 512036 134053 82700 82700 3082565 ACCRUED POSTRETIREMENT MEDICAL BENEFITS 2304603 DEFERRED COMPENSATION 620455 DEFERRED RENT DEPOSIT 8113 2933171 17541117 -2199097 -2199097 19740214 53785 -1217213 -1163428 18576786 15335244 122336 122336 15212908 53785 53785 15266693 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS ARE BASED ON THE DONORS INSTRUCTIONS. EARNINGS ARE USED TO SUPPORT A GENERAL SESSION OR LECTURE AT THE ANNUAL NATIONAL CONFERENCE. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B -122,336. MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT -1,094,877. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B 122,336. 1 BUCKEYE ASSOCIATION OF SCHOOL ADMINISTRATORS 8050 NORTH HIGH STSUITE 150 COLUMBUS OH 43235 310780583 501(C)6 9000 0 THE GRANT WAS TO THE AASA STATE ASSOCIATIONS FOR THE EXPRESS PURPOSE OF THEIR CONVENING AND BUILDING OUT A NETWORK OF SUPERINTENDENTS IN THEIR STATE. FLORIDA ASSOCIATION OF SCHOOL ADMINISTRATORS 206-B SOUTH MONROE STREET TALLAHASSEE FL 32301 591558806 501(C)6 9000 0 THE GRANT WAS TO THE AASA STATE ASSOCIATIONS FOR THE EXPRESS PURPOSE OF THEIR CONVENING AND BUILDING OUT A NETWORK OF SUPERINTENDENTS IN THEIR STATE. MICHIGAN ASSOCIATION OF SCHOOL ADMINISTRATORS 1001 CENTENNIAL WAY SUITE 300 LANSING MI 48917 381613620 501(C)3 9000 0 THE GRANT WAS TO THE AASA STATE ASSOCIATIONS FOR THE EXPRESS PURPOSE OF THEIR CONVENING AND BUILDING OUT A NETWORK OF SUPERINTENDENTS IN THEIR STATE. TENNESSEE ORGANIZATION OF SCHOOL SUPERINTENDENTS 401 CHURCH STREET SUITE 2710 NASHVILLE TN 37219 621151625 501(C)6 9000 0 THE GRANT WAS TO THE AASA STATE ASSOCIATIONS FOR THE EXPRESS PURPOSE OF THEIR CONVENING AND BUILDING OUT A NETWORK OF SUPERINTENDENTS IN THEIR STATE. TEXAS ASSOCIATION OF SCHOOL ADMINISTRATORS 406 EAST 11TH STREET AUSTIN TX 78701 741540525 501(C)6 9000 0 THE GRANT WAS TO THE AASA STATE ASSOCIATIONS FOR THE EXPRESS PURPOSE OF THEIR CONVENING AND BUILDING OUT A NETWORK OF SUPERINTENDENTS IN THEIR STATE. 1 4 MINI GRANT 23 80500 0 PART I, LINE 2: AASA MONITORED USE OF GRANT FUNDS BY MEETING WITH GRANTEES MONTHLY AND INQUIRING ABOUT THEIR USE OF FUNDS FOR THE PROGRAMS PURPOSE. X X 1 0 0 0 0 0 0 0 0 DANIEL DOMENECH EXECUTIVE DIRECTOR 476219 0 0 0 23208 0 14250 0 5319 0 518996 0 0 0 H CHARLES WOODRUFF COO 239311 0 0 0 3708 0 12591 0 1952 0 257562 0 0 0 CHRIS DAW ASSOC EXEC DIR 173040 0 0 0 592 0 9472 0 29148 0 212252 0 0 0 MORT SHERMAN ASSOC EXEC DIR 186787 0 0 0 3675 0 9992 0 5609 0 206063 0 0 0 HEIDI SCHMIDT DIR, CORPORATE & STRATEGIC ALLIANCES 171529 0 0 0 15838 0 9923 0 8716 0 206006 0 0 0 SHARON ADAMS-TAYLOR ASSOC EXEC DIR 135326 0 0 0 49390 0 9769 0 6500 0 200985 0 0 0 NOELLE ELLERSON NG ASSOC EXEC DIR 160143 0 0 0 374 0 9029 0 29475 0 199021 0 0 0 VALERIE TRUESDALE ASST EXECUTIVE DIRECTOR 159158 0 0 0 2652 0 8607 0 19328 0 189745 0 0 0 JAY GOLDMAN EDITOR, SA 123910 0 0 0 2019 0 7003 0 37289 0 170221 0 0 0 MIKE PIOTROWSKI CFO 129992 0 0 0 660 0 4700 0 23176 0 158528 0 0 0 PART I, LINE 4A EMPLOYEES LISTED BELOW RECEIVED SEVERANCE PAYMENTS: SHARON ADAMS-TAYLOR $45,792 HEIDI SCHMIDT $15,506 FORM 990, PART I, ITEM C DBA: AASA, THE SUPERINTENDENTS ASSOCIATION FORM 990, PART VI, SECTION A, LINE 6 SINCE 1865, SCHOOL SYSTEM LEADERS HAVE JOINED THE AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS (AASA) FOR PROFESSIONAL SUPPORT AND DEVELOPMENT, INFORMATION AND NEWS, NETWORKING, AND REPRESENTATION AT THE FEDERAL LEVEL AND TO SUPPORT THE AASA MISSION TO ADVANCE PUBLIC EDUCATION FOR ALL CHILDREN. AASA REPRESENTS SCHOOL DISTRICT ADMINISTRATORS AT BOTH THE BUILDING AND CENTRAL OFFICE LEVEL. AASA'S PRIMARY MEMBERS ARE PUBLIC SCHOOL DISTRICT SUPERINTENDENTS AND THOSE WHO ASPIRE TO THAT POSITION. AASA ALSO INCLUDES COLLEGE PROFESSORS WHO ARE PREPARING SCHOOL ADMINISTRATORS. FORM 990, PART VI, SECTION A, LINE 7A FOR EXECUTIVE COMMITTEE: ANY ELIGIBLE AASA VOTING MEMBER MAY SERVE ON THE EXECUTIVE COMMITTEE AS AN ELECTED REGIONAL EXECUTIVE COMMITTEE MEMBER. THE INDIVIDUAL MAY NOT BE AN EMPLOYEE OF AASA OR AN AASA CHARTERED AFFILIATE ASSOCIATION; OR AN EMPLOYEE OR REPRESENTATIVE OF A COMPANY THAT SELLS PRODUCTS OR SERVICES TO SCHOOLS. IN THE CASE OF INVOLUNTARY SUSPENSION OF EMPLOYMENT, A PERSON MAY SERVE THE REMAINDER OF HIS OR HER TERM AS LONG AS SHE OR HE IS NOT AN EMPLOYEE OR REPRESENTATIVE OF A COMPANY THAT SELLS PRODUCTS OR SERVICES TO SCHOOLS. A CANDIDATE CANNOT BE A RETIREE; HOWEVER, HE OR SHE COULD CONTINUE TO SERVE, IF RETIREMENT COMMENCED DURING HIS OR HER TERM OF OFFICE AS A REGIONAL EXECUTIVE COMMITTEE MEMBER, AS LONG AS SHE OR HE IS NOT AN EMPLOYEE OR REPRESENTATIVE OF A COMPANY THAT SELLS PRODUCTS OR SERVICES TO SCHOOLS. IN ADDITION, TO BE A CANDIDATE FOR REGIONAL EXECUTIVE COMMITTEE MEMBER, A MEMBER MUST HAVE BEEN AN ELIGIBLE AASA VOTING MEMBER FOR AT LEAST THE THREE (3) IMMEDIATELY PRECEDING YEARS, A MEMBER IN GOOD STANDING OF A CHARTERED AFFILIATE FOR AT LEAST THREE (3) IMMEDIATELY PRECEDING YEARS AND BE A CURRENT MEMBER OF THE GOVERNING BOARD, OR A FORMER MEMBER HAVING SERVED AT LEAST ONE OF THE THREE (3) IMMEDIATELY PRECEDING YEARS, FROM A CHARTERED AFFILIATE WITHIN THE REGION. FOR GOVERNING BOARD: MEMBERS OF THE GOVERNING BOARD SHALL BE ELIGIBLE AASA VOTING MEMBERS FOR AT LEAST THREE (3) YEARS AND MEMBERS IN GOOD STANDING IN THE CHARTERED AFFILIATE FOR AT LEAST THREE (3) YEARS AT THE TIME OF ELECTION. EMPLOYEES OF AASA AND/OR A CHARTERED AFFILIATE ARE NOT ELIGIBLE TO SERVE AS MEMBERS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B AASA REVIEW OF THE 990 IS IN COMPLIANCE WITH AASA GOVERNANCE PROCESSES AS OUTLINED IN GOVERNANCE DOCUMENTS INCLUDING AASA'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 12C AASA EXECUTIVE COMMITTEE MEMBERS RECEIVE, REVIEW AND SUBMIT A CONFLICT OF INTEREST FORM AT THE TOP OF EACH FISCAL YEAR. AASA BYLAWS DO NOT REQUIRE ANY SUCH FORM FROM THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS (AASA) USES OUTSIDE INDEPENDENT CONSULTANTS TO REVIEW ITS SALARIES ON REGULAR BASIS. THIS REVIEW PROVIDES INFORMATION ABOUT THE ASSOCIATION'S COMPETITIVE POSITION RELATIVE TO PUBLISHED SURVEY DATA AND ASSURES THAT THE PAY OF EXECUTIVES AND OTHER EMPLOYEES IS REASONABLE. THE SALARY OF THE ASSOCIATION'S EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE BY MARKET COMPARISONS. OTHER STAFF COMPENSATION ARE APPROVED BY EXECUTIVE DIRECTOR OR CHIEF OPERATING OFFICER. THE ANNUAL REVIEW OF SALARIES PERIODICALLY DETERMINES IF COST OF LIVING SALARY INCREASES ARE APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 19 THE POLICIES AND PROCEDURES (WHICH INCLUDES CONFLICT OF INTEREST POLICES) WILL BE POSTED ON THE ORGANIZATION'S WEBSITE. ALL MEMBERS WILL HAVE ACCESS TO THESE DOCUMENTS. FINANCIAL INFORMATION IS RECORDED IN THE ANNUAL REPORT AND APPROVED BUDGET DOCUMENT WHICH IS DISTRIBUTED IN JULY OF EACH YEAR. FORM 990, PART IX, LINE 11G TEMPORARY HELP: PROGRAM SERVICE EXPENSES 177,928. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 177,928. RECRUITMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 37,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,000. PUBLICATION SERVICES: PROGRAM SERVICE EXPENSES 17,330. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,330. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 750. PRESIDENT'S SUBSIDY: PROGRAM SERVICE EXPENSES 51,182. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,182. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 802,679. MANAGEMENT AND GENERAL EXPENSES 61,489. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 864,168. MENTORS: PROGRAM SERVICE EXPENSES 259,523. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 259,523. LIST RENTAL: PROGRAM SERVICE EXPENSES 17,412. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,412. LEAD TEACHERS: PROGRAM SERVICE EXPENSES 320,638. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 320,638. HONORARIUM: PROGRAM SERVICE EXPENSES 79,591. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,591. CRISIS HOTLINE SUPPORT: PROGRAM SERVICE EXPENSES 4,550. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,550. CONSULTANT: PROGRAM SERVICE EXPENSES 792,240. MANAGEMENT AND GENERAL EXPENSES 249,611. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,041,851. BROKERAGE & COMMISSION: PROGRAM SERVICE EXPENSES 191,413. MANAGEMENT AND GENERAL EXPENSES 11,995. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 203,408. FORM 990, PART XI, LINE 9: MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT 1,094,877.