2022-07-15T13:24:42-05:00 2021-08-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2020-09-01 526078980 ASSOCIATION FOR SUPERVISION & CURRICULUM DEVELOPMENT ASSO 7035789600 2800 SHIRLINGTON ROAD NO 1001 ARLINGTON VA 22206 SANDY HUSK INTERIM CHIEF EXECUTIVE OFFICER 7035789600 2022-07-14 1 SANDY HUSK 999009999 MICHAELA J CROMAR CPA P00895728 5712279500 2022-07-14 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X SANDY HUSK 2800 SHIRLINGTON ROAD NO 1001 ARLINGTON VA 22206 47577168 0 X WWW.ASCD.ORG X 1943 VA ASCD IS DEDICATED TO LEARNING, TEACHING AND LEADING TO PROMOTE THE SUCCESS OF EACH CHILD 11 11 149 15 441754 0 145000 2022362 14778625 13194678 1360177 3254385 10345691 15084079 26629493 33555504 0 0 0 0 15426432 14833475 0 0 0 15873310 15051627 31299742 29885102 -4670249 3670402 74879436 89116605 24947895 28571018 49931541 60545587 X ASCD IS A PASSIONATE COMMUNITY OF LIFE-CHANGING EDUCATORS. WE EMPOWER EDUCATORS TO ACHIEVE EXCELLENCE IN LEARNING, TEACHING, AND LEADING SO THAT EVERY CHILD IS HEALTHY, SAFE, ENGAGED, SUPPORTED, AND CHALLENGED. FOR 75 YEARS WE HAVE WORKED SIDE BY SIDE WITH EDUCATORS FROM EVERY LEVEL IN ALL 50 STATES AND MORE THAN 200 COUNTRIES TO HELP THEM FIND THEIR PEOPLE AND AMPLIFY THEIR VOICE TO REACH MANY. OUR PROFESSIONAL LEARNING SERVICES LET EDUCATORS CHART THEIR OWN LEARNING JOURNEY, AS EDUCATORS, AS LEADERS, SO THEY AND THEIR STUDENTS CAN FLOURISH. 0 0 9001765 0 10395618 PUBLICATION OF BOOKS, MAGAZINES, JOURNALS, MULTI-MEDIA: PROVIDE INFORMATION TO 134,000 MEMBERS, NON-MEMBER EDUCATORS AND THE PUBLIC ON THE BEST EDUCATIONAL PRACTICES AND PROGRAMS PLUS TRENDS AND ANALYSIS. 3747047 0 5218447 PROFESSIONAL DEVELOPMENT: TRAIN AND INFORM OVER 8,400 EDUCATORS ON THE LATEST AND BEST PRACTICES IN EDUCATION. 3648563 0 6949305 MEMBER SERVICES: REVIEW AND DISSEMINATE INFORMATION ABOUT EDUCATIONAL PRACTICE, MEDIA, RESEARCH AND MATERIALS FOR IMPROVING INSTRUCTION 688507 0 ANNUAL CONFERENCE AND EXHIBIT SHOW: INFORMS AND TRAINS MEMBER AND NONMEMBER EDUCATORS IN THE LATEST AND BEST EDUCATIONAL PRACTICES. ALSO PROVIDES A FORUM TO EXCHANGE IDEAS AND FOR OVER 9,000 PARTICIPANTS. THE FY2021 CONFERENCE WAS PRESENTED VIRTUALLY DUE TO THE COVID 19 PANDEMIC. 326474 PUBLIC POLICY: EDUCATES, ENGAGES AND EMPOWERS MEMBERS IN THE AREA OF ADVOCACY AND INFLUENCE. 681512 0 197900 OTHER PROGRAMS SERVICES INCLUDING CONSTITUENT PARTNERSHIPS. 1696493 0 197900 18093868 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 1 0 0 0 1 583 0 149 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X STEVEN MILLER 7035789600 2800 SHIRLINGTON ROAD STE 1001 ALEXANDRIA VA 22206 RANJIT SIDJU CEO/EXECUTIVE DIRECTOR 40.00 X 444300 0 21405 RONN NOZOE SR. ADVISOR, COMMUNITY ENGAGEMENT 40.00 X 334098 0 56811 NOAH RASKIN CHIEF FINANCIAL OFFICER 40.00 X 272810 0 66383 CHARLOTTE FRANCIS CHIEF INFORMATION OFFICER 40.00 X 262153 0 28760 HISHAM KHALID GENERAL COUNCIL 40.00 X 242488 0 28190 MATT MONJAN MANAGING DIR, PARTNERSHIPS 40.00 X 183646 0 57644 DANA SHANKS-WILLIAMS CHIEF FINANCIAL OFFICER 40.00 X 158056 0 60976 STEFANI ROTH PUBLISHER, MANAGING DIR OF CONTENT 40.00 X 158962 0 50241 JUDY-ANN MCKENZIE MANAGING DIR, HUMAN RESOURCES 40.00 X 157890 0 33815 ROBERT WEBB MANAGING DIR, CONFERENCE & EVENTS 40.00 X 164996 0 8222 KEN PRATT CHIEF ENGAGEMENT OFFICER 40.00 X 126032 0 10778 PENNY REINART CHIEF IMPACT OFFICER 40.00 X 36062 0 701 STEPHEN FEDORE CHIEF DIGITAL OFFICER 40.00 X 0 0 0 DOLORES CORMIER-ZENON PRESIDENT (UNTIL 6/21) 1.00 X X 0 0 0 NEIL GUPTA VICE PRESIDENT (9/2020-6/2021) 1.00 X X 0 0 0 AVIS WILLIAMS VICE PRESIDENT (7/2021-8/2021) 1.00 X X 0 0 0 KAREN BAPTISTE DIRECTOR 1.00 X 0 0 0 ALINA DAVIS DIRECTOR - (UNTIL 6/21) 1.00 X 0 0 0 PATRICE DAWKINS-JACKSON DIRECTOR 1.00 X 0 0 0 BART EPSTEIN DIRECTOR 1.00 X 0 0 0 SANDY HUSK DIRECTOR 1.00 X 0 0 0 PHYLLIS LOCKETT DIRECTOR 1.00 X 0 0 0 MATTHEW MINGLE DIRECTOR 1.00 X 0 0 0 CHARLES BADU YEBOAH DIRECTOR 1.00 X 0 0 0 CHRISTOPHER A KOCH DIRECTOR 1.00 X 0 0 0 JEREMY OWOH DIRECTOR 1.00 X 0 0 0 NORIS PRICE DIRECTOR 1.00 X 0 0 0 AARON THOMPSON JR DIRECTOR 1.00 X 0 0 0 2541493 0 423926 33 0 1 0 PBD WORLDWIDE 1650 BLUEGRASS LAKES PKWY ALPHARETTA GA 30004 STORAGE/FULFILLMENT 1324198 DM GROUP INC 5540 KETCH ROAD PRINCE FREDERICK MD 20678 MEMBERSHIP MARKETING 344759 DENNISON & ASSOCIATES 2230 NW 59TH ST 306 SEATTLE WA 98107 IT CONSULTING 191720 SMART SYNERGIES 20130 LAKEVIEW CENTER PLAZA ASHBURN VA 20147 IT CONSULTING 180336 WHITEBOARD ADVISORS 4005 WISCONSIN AVE NW BOX 9535 WASHINGTON DC 20016 CONSULTING SERVICES 171107 30 1622362 400000 2022362 MEMBERSHIP DUES 611710 6949305 6949305 PROFESSIONAL DEVELOPMENT 611430 5218447 5218447 JOURNAL ADC/CIRC INCOME 611430 646626 204872 441754 EXHIBIT BOOTH FEES 611430 182400 182400 197900 197900 13194678 1308771 1308771 737469 737469 1111731 864088 247643 247643 247643 14317787 12335122 37051 1982665 -37051 1945614 1945614 10976149 785403 10190746 10190746 INSURANCE CLAIM 900099 3828099 3828099 MISCELLANEOUS INCOME 900099 46128 46128 GIFT CERTIFICATES 900099 28944 28944 5050 5050 3908221 33555504 22761270 441754 8330118 X 2027347 2027347 9979814 6653358 3326456 389050 229423 159627 1610361 1142126 468235 826903 479816 347087 116007 116007 121211 121211 59339 59339 210644 210644 4525168 2620652 1904516 982384 297289 685095 14457 7459 6998 729714 52032 677682 416720 318417 98303 37858 35869 1989 362430 227349 135081 368975 200643 168332 540881 562196 -21315 PRINTING & PUBLICATIONS 6098001 5169849 928152 467838 38051 429787 29885102 18093868 11791234 0 139851 488342 9332217 8517490 5038472 8874563 1111416 870127 628962 1122371 32270145 21874533 9104648 10395612 47881817 57379590 1461028 1382784 181025 85726 74879436 89116605 4710013 8205141 7095844 6778216 9472413 11541935 3528600 2000000 141025 45726 24947895 28571018 X 49786541 60391132 145000 154455 49931541 60545587 74879436 89116605 X 3670402 6557935 385709 X 0 1 X 1 0 X 515000 75000 75000 145000 2022362 2832362 35895287 34528496 34450084 24011740 23546673 152432280 904546 930487 943615 74900 182400 3035948 37314833 35533983 35468699 24231640 25751435 158300590 0 0 0 158300590 2780500 2486955 4727642 2263228 3157971 15416296 2780500 2486955 4727642 2263228 3157971 15416296 555628 403173 824248 237259 3908221 5928529 40650961 38424111 41020589 26732127 32817627 179645415 0.88120 0.90730 0.08580 0.07930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29964 29964 59928 30098838 30158766 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 48552 64062 59339 59928 231881 250000 250000 250000 250000 1000000 1500000 38512 30648 28896 29964 128020 1173000 1173000 16253345 8785244 7468101 739914 281330 458584 9052837 8872878 179959 5051049 3935081 1115968 10395612 457 PLAN LIABILITY 45726 45726 X PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES, ON ITS EXEMPT ACTIVITIES, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, UNRELATED BUSINESS INCOME IS SUBJECT TO INCOME TAXES. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. X X X 0 1 0 0 0 0 0 0 0 RANJIT SIDJU CEO/EXECUTIVE DIRECTOR 398800 0 0 0 45500 0 0 0 21405 0 465705 0 0 0 RONN NOZOE SR. ADVISOR, COMMUNITY ENGAGEMENT 327398 0 0 0 6700 0 0 0 56811 0 390909 0 0 0 NOAH RASKIN CHIEF FINANCIAL OFFICER 233810 0 0 0 39000 0 10364 0 56019 0 339193 0 0 0 CHARLOTTE FRANCIS CHIEF INFORMATION OFFICER 242653 0 0 0 19500 0 4534 0 24226 0 290913 0 0 0 HISHAM KHALID GENERAL COUNCIL 205230 0 0 0 37258 0 6347 0 21843 0 270678 0 0 0 MATT MONJAN MANAGING DIR, PARTNERSHIPS 179093 0 0 0 4553 0 0 0 57644 0 241290 0 0 0 DANA SHANKS-WILLIAMS CHIEF FINANCIAL OFFICER 141557 0 0 0 16499 0 6111 0 54865 0 219032 0 0 0 STEFANI ROTH PUBLISHER, MANAGING DIR OF CONTENT 145763 0 0 0 13199 0 6111 0 44130 0 209203 0 0 0 JUDY-ANN MCKENZIE MANAGING DIR, HUMAN RESOURCES 135991 0 0 0 21899 0 6111 0 27704 0 191705 0 0 0 ROBERT WEBB MANAGING DIR, CONFERENCE & EVENTS 145496 0 0 0 19500 0 6111 0 2111 0 173218 0 0 0 PART I, LINE 4B THESE INDIVIDUALS CONTRIBUTED TO THE 457(B) PLAN FOR THE CALENDAR YEAR 2020: RANJIT SIDHU $19,500 NOAH A. RASKIN $19,500 HISHAM KHALID $17,758 FORM 990, PART VI, SECTION A, LINE 1 THE PRESIDENT, VICE PRESIDENT AND CEO COMPRISE THE EXECUTIVE COMMITTEE. THERE ARE NO MEMBERS OF THE EXECUTIVE COMMITTEE THAT ARE NOT ON THE GOVERNING BODY. THE EXECUTIVE COMMITTEE MEETS AS DEEMED NECESSARY OUTSIDE THE SCHEDULED BOARD MEETINGS TO ADDRESS PRESSING ISSUES. THE EXECUTIVE COMMITTEE ACTS ON BEHALF OF THE FULL BOARD OF DIRECTORS. FOR EXAMPLE, THE EXECUTIVE COMMITTEE ENGAGED SEARCH FIRM TO IDENTIFY, VET AND RECOMMEND A NEW CEO. FORM 990, PART VI, SECTION A, LINE 6 THERE SHALL BE TWO CATEGORIES OF MEMBERSHIP: INDIVIDUAL AND INSTITUTIONAL. THE PERIOD OF MEMBERSHIP SHALL BE 12 CALENDAR MONTHS FROM THE DATE THE MEMBERSHIP IS PROCESSED. ANY PERSON WHO WISHES TO SUPPORT THE PURPOSE OF ASCD AND TO SHARE IN ITS WORK SHALL BE ELIGIBLE FOR MEMBERSHIP AND MAY BECOME AN INDIVIDUAL MEMBER BY PAYING THE REQUIRED ANNUAL FEES. AN INDIVIDUAL MEMBER SHALL BE ENTITLED TO VOTE, TO HOLD OFCES FOR WHICH ELIGIBLE, TO PARTICIPATE IN AFFAIRS OF ASCD, AND TO RECEIVE BENETS AS PROVIDED FOR THE FEES PAID. AN ORGANIZATION MAY BECOME AN INSTITUTIONAL MEMBER ON PAYMENT OF THE ANNUAL FEES. SUCH INSTITUTIONAL MEMBERS SHALL BE ENTITLED TO RECEIVE THE BENETS AS PROVIDED FOR THE FEES PAID. FORM 990, PART VI, SECTION A, LINE 7A ASCD'S NOMINATIONS COMMITTEE DEVELOPS THE SLATE OF CANDIDATES FOR THE BOARD OF DIRECTORS ELECTION. THE GENERAL MEMBERSHIP THEN VOTES TO ELECT MOST OF THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE GOVERNANCE OF THE ORGANIZATION ARE SUBJECT TO APPROVAL BY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVEIWS THE 990 AFTER IT IS PREPARED BY AN OUTSIDE CPA FIRM BUT BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AT THE START OF THEIR TERM IS REQUIRED TO READ AND AGREE BY SIGNING THE CONFLICT OF INTEREST POLICY. THE POLICY STATES THE FOLLOWING: THERE MAY BE TIMES IN YOUR ROLE AS A BOARD MEMBER THAT YOU COULD ENCOUNTER A CONFLICT OF INTEREST. THE FOLLOWING GUIDELINE ARE AVAILABLE TO HELP YOU IN SUCH A SITUATION. TO AVOID A CONFLICT OF INTEREST, AT THE TIME AN ACTION OR POLICY IS UNDER CONSIDERATION, EACH OFFICER AND ALL ELECTED OR APPOINTED OFFICIALS AND STAFF MEMBERS INFORM THE LEADERSHIP COUNCIL OR BOARD OF DIRECTORS MEMBERS OF ANY POSITION CURRENTLY HELD OR HELD IN THE PAST, OF ANY INVESTMENT, AND OF ANY BUSINESS OR A VOCATIONAL ACTIVITY THAT MAY RESULT IN A POSSIBLE CONFLICT OF INTEREST OR BIAS FOR OR AGAINST THE PARTICULAR ACTION OR POLICY. OFFICERS, DIRECTORS, OR STAFF MEMBERS ABSTAIN FROM PARTICIPATION IN THE REVIEW OF OR FROM VOTING ON ANY ACTION IN WHICH THEY HAVE A DIRECT OR INDIRECT INTEREST. THE PERSON HAVING THE CONFLICT RETIRES FROM THE ROOM IN WHICH THE LEADERSHIP COUNCIL OR BOARD OF DIRECTORS IS MEETING BUT PROVIDES ANY AND ALL RELEVANT INFORMATION. THE MINUTES OF THE MEETING REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED AND THAT THE INTERESTED PERSON WAS NOT PRESENT DURING THE FINAL DISCUSSION AND DID NOT VOTE. I AGREE THAT I WILL FOLLOW THE ABOVE GUIDELINES AND IF IN DOUBT ABOUT A SITUATION, I WILL BRING IT TO THE ATTENTION OF THE OTHER OFFICERS FOR CLARIFICATION. THE INDIVIDUAL BARES THE RESPONSIBLITY FOR DISCLOSING A CONFLICT OF INTEREST. THE SUPERVISORS AND HR MONITOR THE EMPLOYEES CONFLICT OF INTEREST AND THE BOARD OF DIRECTORS MONITORS THE CONFLICT OF INTEREST FOR OTHER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE TERMS OF ANY CONTRACT WITH THE EXECUTIVE DIRECTOR, AND THE COMPENSATION TO BE PAID THE EXECUTIVE DIRECTOR, SHALL BE REVIEWED PERIODICALLY BY THE EXECUTIVE COMMITTEE OR ITS DESIGNEE, WHICH MAY ENGAGE COUNSEL AND COMPENSATION SPECIALISTS AS THE COMMITTEE DEEMS ADVISABLE TO ASSURE THAT THE COMPENSATION PAID IS APPROPRIATE IN RELATION TO THAT PAID BY COMPARABLE INSTITUTIONS FOR SIMILAR SERVICES, AS WELL AS OTHER RELEVANT CONSIDERATIONS INCLUDING PERFORMANCE. TO BE EFFECTIVE, ANY REPORT, RECOMMENDATION OR FINDING OF THE COMMITTEE, OR ANY OTHER COMMITTEE, REGARDING THE EXECUTIVE DIRECTOR'S COMPENSATION, MUST BE APPROVED BY THE BOARD AND RECORDED IN THE MINUTES OF THE BOARD MEETING AT WHICH SUCH VOTE OCCURRED. THE SENIOR DIRECTOR, HUMAN RESOURCES ANNUALLY REVIEWS THE ASSOCIATE EXECUTIVE DIRECTOR'S, CHIEF OFFICERS', AND KEY STAFF'S COMPENSATION USING COMPENSATION SURVEYS AS A BENCHMARK. THE SENIOR DIRECTOR, HUMAN RESOURCES MAY OR MAY NOT MAKE A RECOMMENDATION FOR EQUITY ADJUSTMENTS BASED ON THE SURVEY DATA. ANCHORED WITH THE ANNUAL SALARY BUDGET AND INFORMATION FROM THE SENIOR DIRECTOR, HUMAN RESOURCES, THE EXECUTIVE DIRECTOR DETERMINES AND APPROVES ANNUAL INCREASES FOR THE ASSOCIATE EXECUTIVE DIRECTOR, CHIEF OFFICERS. AND KEY STAFF. 2017 WAS THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSOURCED SERVICES: PROGRAM SERVICE EXPENSES 1,440,919. MANAGEMENT AND GENERAL EXPENSES 1,047,164. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,488,083. CONSULTING FEES: PROGRAM SERVICE EXPENSES 624,483. MANAGEMENT AND GENERAL EXPENSES 453,832. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,078,315. DESIGN SERVICES: PROGRAM SERVICE EXPENSES 21,636. MANAGEMENT AND GENERAL EXPENSES 15,724. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,360. OTHER FEES: PROGRAM SERVICE EXPENSES 533,614. MANAGEMENT AND GENERAL EXPENSES 387,796. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 921,410. FORM 990, PART XI, LINE 9: GAIN ON INTEREST RATE SWAP 385,236. INVESTMENT LOSS FROM SGC, LLC 473. NBHQ LLC 2800 SHIRLINGTON ROAD SUITE 1001 ARLINGTON VA 22206 833201712 TO ACQUIRE A LEASEHOLD INTEREST IN CERTAIN LAND OWNED BY ITS INITIAL MEMBER VA 2547251 2895426 ASSOCIATION FOR SUPERVISION AND CURRICULUM DEVELOPMENT ASCD STUDENT GROWTH CENTER LLC 1703 N BEAUREGARD ST ALEXANDRIA VA 22311 815332840 INACTIVE - PREVIOUSLY PROVIDED PROF. DEVELOPMENTS SERVICES FOR EDUCATORS KY N/A RELATED 5920 0 1 0.60000 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0