2022-04-21T14:25:20-05:00 2021-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2020-07-01 521539258 The National Center on Education and the Economy NATI 2023791800 2121 K Street NW No 700 Washington DC 200371800 Anthony D Mackay Chief Executive Officer 2023791800 2022-04-20 1 Anthony Mackay XXX-XX-XXXX Lori A Collingsworth P00639819 7038930300 2022-04-20 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z Anthony D Mackay 2121 K Street NW No 700 Washington DC 200371800 69833826 0 X https://ncee.org/ X 1987 DC Providing tools the nation needs to lead the world in education & training in a world economy. 13 11 59 11 0 0 1845278 2225298 10960978 8969983 -3412465 759363 4620 53688 9398411 12008332 28000 30000 0 0 11306511 10545943 0 0 0 5866853 2799735 17201364 13375678 -7802953 -1367346 65429105 72771895 5342451 4407141 60086654 68364754 X The Center is dedicated to providing tools the nation needs to lead the world in education & training in a swiftly globalizing world economy. 0 0 5915057 8925283 Professional Learning: The Professional Learning program oversees NCEE's client-facing engagements -- from the initial sales strategy to the launch and support of work with partners, and the evaluation of the effectiveness of that work. The program provides a cohesive, aligned system of supports across all levels of U.S. education based on a shared research foundation. More than three decades of research by NCEE on the top-performing education systems in the world has been embedded into each of these supports. NCEE's flagship NISL program, formerly the Executive Development Program for School Leaders, has several studies demonstrating its effectiveness at improving student achievement. Thousands of school leaders have completed the program since it was launched in 2005. See Schedule O for continuation. 2180183 Research and Development: The Research and Development (R&D) program area translates NCEE's research on high-performing educational systems from the Policy Analysis and Development program to leadership development and implementation support. The R&D program area benchmarks NCEE's leadership offerings against trends in leadership development across a wide range of sectors, including corporate universities of global companies, leading business schools, and the growing number of entrepreneurial online programs. The program also researches trends in leadership, systems design, organizational behavior, and change theory. See Schedule O for continuation. 1142126 30000 44700 Policy Analysis and Development: The Policy Analysis and Development (Policy) program benchmarks top-performing education systems globally to deeply understand how they designed and built their systems, how their systems are working now in detail, what challenges they face, and what their reform agendas are. The Policy program identifies these jurisdictions by their performance on the OECD's PISA assessment and looks, not only for excellent performance, but for the equity of performance and efficiency of the system in achieving it. From that information, NCEE distills common principles, features and reform directions of these top-performing systems and provides examples and models of policies in practice. See Schedule O for continuation. 792172 Communications and Advocacy: The Communications and Advocacy program supports the adoption of NCEE policies and programs. This support includes the design and maintenance of the public-facing website, the development of videos and white papers promoting NCEE's work, branding, and other promotional efforts that inspire target audiences to partner with NCEE. 792172 10029538 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 39 0 1 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X Susan Sullivan Secretary 2023791800 2121 K Street NW No 700 Washington DC 200371800 Joyce Elliott Board Trustee 1.00 0.00 X 0 0 0 Peggy Brookins Board Trustee 1.00 0.00 X 0 0 0 Robert L Joss Board Trustee 1.00 0.00 X 0 0 0 James W Pellegrino Board Trustee 1.00 0.00 X 0 0 0 Lewis H Spence Board Trustee 1.00 0.00 X 0 0 0 Vivien Stewart Board Trustee 1.00 0.00 X 0 0 0 Aaron Thompson Board Trustee 1.00 0.00 X 0 0 0 Joanne Weiss Board Trustee 1.00 0.00 X 0 0 0 John C White Board Trustee 1.00 0.00 X 0 0 0 Sue S Stewart Board Chair & Trustee 1.00 0.00 X 0 0 0 Betsy Brown Ruzzi Board Trustee / Staff Member 25.00 0.00 X 322837 0 27406 Anthony D Mackay President & CEO 33.00 0.00 X X 271382 0 1662 Marc S Tucker Board Trustee / Staff Member 30.00 0.00 X 194920 0 47259 Jason S Dougal Executive Vice President 50.00 0.00 X 386495 0 65439 Kelli W Polon Treasurer & CFO 50.00 0.00 X 212334 0 56135 Susan Sullivan Secretary of Corp 40.00 0.00 X 154250 0 28352 Lawrence Molinaro Dir, Research & Dev 50.00 0.00 X 262117 0 63874 Eric Jones Dir, Professional Learning 50.00 0.00 X 214800 0 34630 Susan Rucker Dir, Mississippi & NC 50.00 0.00 X 233148 0 49642 Ann Borthwick Learning Systems Architect 50.00 0.00 X 218195 0 35286 Annette O'Boyce Sr National Facilitator 50.00 0.00 X 196479 0 32923 Mischelle Handley Natl Dir Of Strategic Ptship 50.00 0.00 X 193967 0 45649 Janice Case Dir, California 50.00 0.00 X 173573 0 51432 3034497 0 539689 41 0 1 0 The Rand Corporation 1776 Main Street PO Box 2138 Santa Monica CA 90407 Evaluation Services 819917 Tru-Learning LLC 1037 CR 302 Durango CA 81303 Product Development 136750 Capital Group PCS 399 Park Avenue New York NY 10022 Investment Mgmt Fees 133698 Madisonfilm Inc 113 North Henry Street Alexandria VA 22314 Product Development 129900 Regency Commercial Construction 6901 Muirkirk Meadows Dr Ste D Beltsville MD 20705 Construction/ Tenant Improvements 129363 5 2033734 191564 2225298 Professional Learning Fees 611600 8925283 8925283 Policy Consulting Fees 611600 44700 44700 8969983 578572 578572 2688 2688 58006285 57825494 180791 180791 180791 Equity in income of subsidiary 900099 51000 51000 51000 12008332 8969983 0 813051 30000 30000 2231735 877185 1354550 232818 170692 62126 6114690 5098453 1016237 415207 346261 68946 1001630 836106 165524 549863 403136 146727 4743 4743 110954 110954 183889 183889 1261788 1239643 22145 13676 13676 141572 108111 33461 106056 85000 21056 594322 476328 117994 26429 6734 19695 15116 12115 3001 76018 60926 15092 Training materials 265172 265172 13375678 10029538 3346140 0 3253205 2504013 507128 0 3046450 2713095 97579 45718 320907 313822 607283 582493 34779 24790 53669661 60694979 4140443 6065525 358953 409953 65429105 72771895 1086304 570141 585000 292500 1254353 1261405 1562600 1503360 854194 779735 5342451 4407141 X 60086654 68364754 0 0 60086654 68364754 65429105 72771895 -1367346 9645446 0 X X 0 1 X 1 0 X 8135444 5502102 3168283 1845278 2225298 20876405 8135444 5502102 3168283 1845278 2225298 20876405 330667 20545738 649914 1179893 1492066 1227363 581260 5130496 26006901 46924713 0.79000 0.79830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 337862 337862 0 250131 225341 24790 19290 19290 0 24790 TIFF Keystone Fund, L.P. 6065525 F 6065525 Deferred rent 779735 779735 X 21469889 9645446 9645446 11824443 183889 183889 12008332 13191789 0 13191789 183889 183889 13375678 Part X, Line 2: Management has evaluated the Organization's tax positions and concluded that the Organization's financial statements do not include any uncertain tax positions. 1 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Grantmaking Policy 30000 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 1 Program Services Policy 110000 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 2 Program Services R&D 75000 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 3 Program Services R&D 198898 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 1 Program Services and Administration Employee working in region due to pandemic 288291 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Investments Investments 409953 0 7 0 0 0 7 1112142 0 1112142 Europe (Including Iceland & Greenland) Knowledge mobilization 30000 Wire transfer 0 N/A N/A 1 0 0 0 1 0 0 0 Part I, Line 2: The Organization enters into a written grant agreement with the grantee that includes specific financial and programmatic accomplishment reporting requirements. These reports are reviewed by both program and administrative staff. Part I, line 3: Foreign expenses are directly tracked and accounted for on the accrual method of accounting. Part III Accounting Method: X X X X X 1 0 0 0 0 0 0 0 0 Jason S Dougal Executive Vice President 386405 0 0 0 90 0 28500 0 36939 0 451934 0 0 0 Betsy Brown Ruzzi Board Trustee / Staff Member 90809 0 0 0 232028 0 9433 0 17973 0 350243 0 0 0 Lawrence Molinaro Dir, Research & Dev 261859 0 0 0 258 0 26935 0 36939 0 325991 0 0 0 Susan Rucker Dir, Mississippi & NC 232752 0 0 0 396 0 23907 0 25735 0 282790 0 0 0 Anthony D Mackay President & CEO 271011 0 0 0 371 0 0 0 1662 0 273044 0 0 0 Kelli W Polon Treasurer & CFO 212274 0 0 0 60 0 21500 0 34635 0 268469 0 0 0 Ann Borthwick Learning Systems Architect 217433 0 0 0 762 0 22173 0 13113 0 253481 0 0 0 Eric Jones Dir, Professional Learning 214740 0 0 0 60 0 21500 0 13130 0 249430 0 0 0 Marc S Tucker Board Trustee / Staff Member 193684 0 0 0 1236 0 20000 0 27259 0 242179 0 0 0 Mischelle Handley Natl Dir Of Strategic Ptship 193571 0 0 0 396 0 19914 0 25735 0 239616 0 0 0 Annette O'Boyce Sr National Facilitator 196221 0 0 0 258 0 20000 0 12923 0 229402 0 0 0 Janice Case Dir, California 173483 0 0 0 90 0 17424 0 34008 0 225005 0 0 0 Susan Sullivan Secretary of Corp 153014 0 0 0 1236 0 15515 0 12837 0 182602 0 0 0 Part I, Line 4a Betsy Brown Ruzzi, Vice President through June 2020, received severance pay in the amount of $231,888, equivalent to 26 weeks pay and 18 months of continuing health-care coverage, during calendar year 2020. Josh Tucker Son of Trustee 232818 Employment 0 Form 990, Schedule L, Part IV, Line 1: Mr. Josh Tucker, son of Board Trustee, is employed with NCEE as the Director of the Communications and Advocacy Program. The amount in column (c) represents the total fiscal year compensation, retirement and other fringe benefits. Form 990, Part III, Line 4a, Professional Learning: (continued) In 2016, NCEE expanded its reach by introducing the Superintendent Academy, a leadership program designed to prepare district leaders to meet the challenges of creating and running world-class school districts. Since then, NCEE has developed and delivered a variety of new offerings, including its System Design Benchmarking offering to support district leadership teams, the School Leadership Coaching Program, which prepares school leaders to support instructional staff, and the Teaching for Effective Learning Program (TEL), a professional development program to enhance the effectiveness of teachers. In 2020, the program group launched the NCEE Superintendents Alliance, a professional membership organization intended to support and build networks of superintendents across the country. Form 990, Part III, Line 4b, Research and Development: (continued) Within NISL, development focuses on creating the curriculum and digital tools that build an individual's conceptual understanding of the leadership competencies needed to design educational systems focused on student learning. Within the Organization's district work, development consists of designing the experiences, curriculum materials, and tools to build the knowledge and understanding of change strategies needed by leadership teams to apply systems design within their organizations. Form 990, Part III, Line 4c, Policy Analysis and Development: (continued) This is translated into reports, materials and tools to inform the Organization's policy advice, systems design and implementation work, and advocacy in the U.S. Form 990, Part VI, Section B, line 11b Federal Form 990 is reviewed by the Board with the CEO and CFO as part of its formal meeting. The Board is provided with a copy of the draft form 990 prior to the Board meeting and given an opportunity to raise any issues and ask any questions regarding the draft form 990 at that time. Form 990, Part VI, Section B, line 12c NCEE annually distributes the Conflict of Interest Policy to all new employees and the Board. All new employees and trustees are required to sign the Conflict of Interest Policy upon starting with the organization and Board members and officers are required annually to sign the Conflict of Interest Policy. All Board members and key employees are required to disclose annually interests that could give rise to conflicts. Form 990, Part VI, Section B, line 15 NCEE's compensation review process includes approval by independent persons, use of comparability data provided by a third-party valuation/compensation expert and documentation of the review/approval process for all of its disqualified individuals. The compensation and supporting documentation is reviewed and approved by the independent members of the Board of Trustees. Form 990, Part VI, Section C, line 19 NCEE makes its governing documents, Conflict of Interest Policy and audited financial statements available to the public upon request. Form 990, Part XII, Line 2c: The Board of Trustees is responsible for the for oversight of the audit and selection of the independent accountant. The process is consistent with prior years.