2021-05-14T15:39:08-05:00 2020-06-30 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2019-07-01 541999773 AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS AMER 7035280700 1615 DUKE ST ALEXANDRIA VA 223143406 DANIEL A DOMENECH EXECUTIVE DIRECTOR 7035280700 2021-05-13 1 WILLIAM E TURCO CPA P00369217 3012963600 2021-05-13 2019 2022-09-23 18:48:47Z AASA DANIEL A DOMENECH 1615 DUKE ST ALEXANDRIA VA 223143406 14100138 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. 144 144 40 144 651942 0 2593370 2859404 7907238 8827593 220495 215429 1901478 2049705 12622581 13952131 0 0 0 0 5043371 5088369 0 0 271826 7204337 6997394 12247708 12085763 374873 1866368 18665370 21016604 10171145 10313336 8494225 10703268 X AASA ADVOCATES FOR THE HIGHEST QUALITY PUBLIC EDUCATION FOR ALL STUDENTS, AND DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS. 0 0 3109052 3588796 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. 1608244 2725654 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. 826932 3324261 MEMBER/AFFILIATE SERVICES: THE PURPOSE OF THIS PROGRAM IS TO COORDINATE THE ASSOCIATION'S WORK WITH THE WORK OF THE 51 STATE/CHARTERED AFFILIATES ASSOCIATIONS. THIS PROGRAM FOCUSES ON MAINTAINING THE ONGOING RELATIONSHIPS WITH OUR STATE/CHARTERED AFFILIATES AND COORDINATING MEMBER PROGRAMS AND SERVICES, AS WELL AS PROVIDING PROFESSIONAL DEVELOPMENT FOR THE STATE LEADERS. EACH AFFILIATE IS A SEPARATE LEGAL ENTITY AND IS NOT CONTROLLED BY THE ASSOCIATION. 1048633 766745 COMMUNICATIONS 864286 921242 CHILDREN'S INITIATIVES AND PROGRAM DEVELOPMENT DEPARTMENT 687542 GOVERNANCE 524122 PUBLIC POLICY 235449 264640 AWARDS 78543 270399 EDUCATIONAL MEETINGS 64005 OTHER PROGRAM SERVICES 3502580 2223026 9046808 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 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 0 0 0 0 0 1 129 0 1 40 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 144 144 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 DANIEL DOMENECH EXECUTIVE DIRECTOR 40.00 X 469728 0 16219 CHUCK WOODRUFF COO 40.00 X 228860 0 12484 HEIDI SCHMIDT DIR, CORPORATE & STRATEGIC ALLIANCES 40.00 X 205176 0 17331 MORT SHERMAN ASSOC EXEC DIR 40.00 X 179444 0 13923 SHARON ADAMS-TAYLOR ASSOC EXEC DIR 40.00 X 173366 0 13130 CHRIS DAW ASSOC EXEC DIR 40.00 X 156289 0 26147 EVELYN GILLIAM DIRECTOR OF FINANCE 40.00 X 165463 0 13666 NOELLE ELLERSON ASSOC EXEC DIR 40.00 X 144575 0 26025 VALERIE TRUESDALE ASST EXECUTIVE DIRECTOR 40.00 X 146075 0 23331 CJ REID ASSOC EXEC DIR 40.00 X 145342 0 14773 JAY GOLDMAN EDITOR, SA 40.00 X 123366 0 34295 DEBORAH KERR PRESIDENT 2.00 X X 0 0 0 KRISTI A SANDVIK PRESIDENT-ELECT 2.00 X X 0 0 0 CHRISTOPHER O GAINES IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 NICHOLAS CEGLAREK EXECUTIVE COMMITTEE 2.00 X 0 0 0 GLADYS CRUZ EXECUTIVE COMMITTEE 2.00 X 0 0 0 JAY CURTIS EXECUTIVE COMMITTEE 2.00 X 0 0 0 TRACI DAVIS EXECUTIVE COMMITTEE 2.00 X 0 0 0 BRIAN HARRIS EXECUTIVE COMMITTEE 2.00 X 0 0 0 BLAINE HESS EXECUTIVE COMMITTEE 2.00 X 0 0 0 SHANE HOTCHKISS EXECUTIVE COMMITTEE 2.00 X 0 0 0 PAUL IMHOFF EXECUTIVE COMMITTEE 2.00 X 0 0 0 RALPH MARINO JR EXECUTIVE COMMITTEE 2.00 X 0 0 0 JOSEPH MARUSZCZAK EXECUTIVE COMMITTEE 2.00 X 0 0 0 RAYMOND C MORGIGNO EXECUTIVE COMMITTEE 2.00 X 0 0 0 RODNEY SHOTWELL EXECUTIVE COMMITTEE 2.00 X 0 0 0 CANDACE SINGH EXECUTIVE COMMITTEE 2.00 X 0 0 0 MAX R TANNER EXECUTIVE COMMITTEE 2.00 X 0 0 0 SCOTT THIELMAN EXECUTIVE COMMITTEE 2.00 X 0 0 0 TOM J TURRELL EXECUTIVE COMMITTEE 2.00 X 0 0 0 RONALD C WHITMOYER EXECUTIVE COMMITTEE 2.00 X 0 0 0 ALAN ADDLEY GOVERNING BOARD 2.00 X 0 0 0 MARK L ADLER GOVERNING BOARD 2.00 X 0 0 0 MARIE AHERN GOVERNING BOARD 2.00 X 0 0 0 THERESA ALBAN GOVERNING BOARD 2.00 X 0 0 0 KIM ALEXANDER GOVERNING BOARD 2.00 X 0 0 0 GEORGE P ARLOTTO GOVERNING BOARD 2.00 X 0 0 0 KRESTIN BAHR GOVERNING BOARD 2.00 X 0 0 0 DAVE BARKER GOVERNING BOARD 2.00 X 0 0 0 DANIEL T BITTMAN GOVERNING BOARD 2.00 X 0 0 0 DOLAN D BLAKEY GOVERNING BOARD 2.00 X 0 0 0 RUSSELL W BOOKER GOVERNING BOARD 2.00 X 0 0 0 MICHAEL BORGFJORD GOVERNING BOARD 2.00 X 0 0 0 JASON BRANCH GOVERNING BOARD 2.00 X 0 0 0 JACQUELINE BROOKS GOVERNING BOARD 2.00 X 0 0 0 BRADLEY A BUCK GOVERNING BOARD 2.00 X 0 0 0 DEBBI BURDICK GOVERNING BOARD 2.00 X 0 0 0 WAYNE BURKE GOVERNING BOARD 2.00 X 0 0 0 JAY BURKHART GOVERNING BOARD 2.00 X 0 0 0 MATTHEW BURROWS GOVERNING BOARD 2.00 X 0 0 0 PETER BURROWS GOVERNING BOARD 2.00 X 0 0 0 SHARI CAMHI GOVERNING BOARD 2.00 X 0 0 0 GILLIAN CHAPMAN GOVERNING BOARD 2.00 X 0 0 0 DAVEDA J COLBERT GOVERNING BOARD 2.00 X 0 0 0 STEVE COOK GOVERNING BOARD 2.00 X 0 0 0 RODNEY J COX GOVERNING BOARD 2.00 X 0 0 0 JOHN CSELOVSZKI GOVERNING BOARD 2.00 X 0 0 0 ALEXA CUNNINGHAM GOVERNING BOARD 2.00 X 0 0 0 DOMINIC A DEPATSY GOVERNING BOARD 2.00 X 0 0 0 DAVID J DERUOSI JR GOVERNING BOARD 2.00 X 0 0 0 BRANDT DICK GOVERNING BOARD 2.00 X 0 0 0 MATTHEW L DILLON GOVERNING BOARD 2.00 X 0 0 0 PHILIP DOWNS GOVERNING BOARD 2.00 X 0 0 0 DARIN DRILL GOVERNING BOARD 2.00 X 0 0 0 ELLIOTT DUCHON GOVERNING BOARD 2.00 X 0 0 0 SEAN DUSEK GOVERNING BOARD 2.00 X 0 0 0 JEFF E EDWARDS GOVERNING BOARD 2.00 X 0 0 0 CEDERICK ELLIS GOVERNING BOARD 2.00 X 0 0 0 LAURA FEIJOO GOVERNING BOARD 2.00 X 0 0 0 WINFRIED FENEBERG GOVERNING BOARD 2.00 X 0 0 0 ART FESSLER GOVERNING BOARD 2.00 X 0 0 0 CINDY FINN GOVERNING BOARD 2.00 X 0 0 0 PAUL FREEMAN GOVERNING BOARD 2.00 X 0 0 0 RUTH C GILBERT-WHITNER GOVERNING BOARD 2.00 X 0 0 0 KRISTINE GILMORE GOVERNING BOARD 2.00 X 0 0 0 CLARK J GODSHALL GOVERNING BOARD 2.00 X 0 0 0 LATONYA M GOFFNEY GOVERNING BOARD 2.00 X 0 0 0 MICHAEL GREGO GOVERNING BOARD 2.00 X 0 0 0 MARTHA GROUP GOVERNING BOARD 2.00 X 0 0 0 NICHOLAS GUARENTE GOVERNING BOARD 2.00 X 0 0 0 JUDITH HACKETT GOVERNING BOARD 2.00 X 0 0 0 MARY J HAINSTOCK GOVERNING BOARD 2.00 X 0 0 0 SCOTT D HANBACK GOVERNING BOARD 2.00 X 0 0 0 DEBORAH HARVEST GOVERNING BOARD 2.00 X 0 0 0 MELONIE R HAU GOVERNING BOARD 2.00 X 0 0 0 JUSTIN B HENRY GOVERNING BOARD 2.00 X 0 0 0 JOHN G HUDSON GOVERNING BOARD 2.00 X 0 0 0 DAVID JENSEN GOVERNING BOARD 2.00 X 0 0 0 JOHN JUNGMANN GOVERNING BOARD 2.00 X 0 0 0 JENNIFER KELSALL GOVERNING BOARD 2.00 X 0 0 0 DOUGLAS S LAMBERT GOVERNING BOARD 2.00 X 0 0 0 DARWAN LAZARD GOVERNING BOARD 2.00 X 0 0 0 ROBERT LECH GOVERNING BOARD 2.00 X 0 0 0 DANIEL M LEIKVOLD GOVERNING BOARD 2.00 X 0 0 0 GARY LILLY GOVERNING BOARD 2.00 X 0 0 0 MARK T MACLEAN GOVERNING BOARD 2.00 X 0 0 0 DAVID M MATHIS GOVERNING BOARD 2.00 X 0 0 0 STEVE M MATTHEWS GOVERNING BOARD 2.00 X 0 0 0 MICHAEL D MAYELL GOVERNING BOARD 2.00 X 0 0 0 PATRICK V MAYER GOVERNING BOARD 2.00 X 0 0 0 MELANIE MILLER GOVERNING BOARD 2.00 X 0 0 0 PATRICK C MILLER GOVERNING BOARD 2.00 X 0 0 0 SCOTT MONSON GOVERNING BOARD 2.00 X 0 0 0 WENDY J MOORE GOVERNING BOARD 2.00 X 0 0 0 LORY D MORROW GOVERNING BOARD 2.00 X 0 0 0 KELLI A MOULTON GOVERNING BOARD 2.00 X 0 0 0 THOMAS MUZZEY GOVERNING BOARD 2.00 X 0 0 0 REID P NEWEY GOVERNING BOARD 2.00 X 0 0 0 DALE A NORTON GOVERNING BOARD 2.00 X 0 0 0 TOBIN NOVASIO GOVERNING BOARD 2.00 X 0 0 0 CRAIG OFTEDAHL GOVERNING BOARD 2.00 X 0 0 0 NICHOLAS OUELLETTE GOVERNING BOARD 2.00 X 0 0 0 KEITH E OWEN GOVERNING BOARD 2.00 X 0 0 0 DEBRA P PACE GOVERNING BOARD 2.00 X 0 0 0 RUTH PEREZ GOVERNING BOARD 2.00 X 0 0 0 SUSAN A PRATT GOVERNING BOARD 2.00 X 0 0 0 MICHELLE R PRICE GOVERNING BOARD 2.00 X 0 0 0 JEROME M PUYAU GOVERNING BOARD 2.00 X 0 0 0 FRANK REEVES GOVERNING BOARD 2.00 X 0 0 0 JEFFREY N REHLANDER GOVERNING BOARD 2.00 X 0 0 0 SEAN RICKERT GOVERNING BOARD 2.00 X 0 0 0 ANA RILEY GOVERNING BOARD 2.00 X 0 0 0 GLENN ROBBINS GOVERNING BOARD 2.00 X 0 0 0 JANET M ROBINSON GOVERNING BOARD 2.00 X 0 0 0 JIM D ROLLINS GOVERNING BOARD 2.00 X 0 0 0 ERIC RUNEZ GOVERNING BOARD 2.00 X 0 0 0 RANDY L RUSSELL GOVERNING BOARD 2.00 X 0 0 0 AARON SADOFF GOVERNING BOARD 2.00 X 0 0 0 MICHAEL SALVATORE GOVERNING BOARD 2.00 X 0 0 0 THERON J SCHUTTE GOVERNING BOARD 2.00 X 0 0 0 PATRICIA SHEFFER GOVERNING BOARD 2.00 X 0 0 0 MIKE SHEPPARD GOVERNING BOARD 2.00 X 0 0 0 HEIDI SIPE GOVERNING BOARD 2.00 X 0 0 0 ROBERT SITTIG GOVERNING BOARD 2.00 X 0 0 0 ANTHONY L SMITH GOVERNING BOARD 2.00 X 0 0 0 DAVID T SOVINE GOVERNING BOARD 2.00 X 0 0 0 AARON C SPENCE GOVERNING BOARD 2.00 X 0 0 0 RANDALL W SQUIER GOVERNING BOARD 2.00 X 0 0 0 KURT STEINHAUS GOVERNING BOARD 2.00 X 0 0 0 COSIMO TANGORRA JR GOVERNING BOARD 2.00 X 0 0 0 MICHELE TAYLOR GOVERNING BOARD 2.00 X 0 0 0 DAVID TEBO GOVERNING BOARD 2.00 X 0 0 0 TONY THURMAN GOVERNING BOARD 2.00 X 0 0 0 LILLIAN M TORREZ GOVERNING BOARD 2.00 X 0 0 0 G BRIAN TOTH GOVERNING BOARD 2.00 X 0 0 0 BRIAN TROOP GOVERNING BOARD 2.00 X 0 0 0 ANDREW UNDERWOOD GOVERNING BOARD 2.00 X 0 0 0 WAYNE VICKERS GOVERNING BOARD 2.00 X 0 0 0 JULE J WALKER GOVERNING BOARD 2.00 X 0 0 0 HENRY L WEBB JR GOVERNING BOARD 2.00 X 0 0 0 STEVE WEBB GOVERNING BOARD 2.00 X 0 0 0 LEE ANN WENTZEL GOVERNING BOARD 2.00 X 0 0 0 CHRIS WILSON GOVERNING BOARD 2.00 X 0 0 0 ANDREW S WISE GOVERNING BOARD 2.00 X 0 0 0 DAVID S YOUNCE GOVERNING BOARD 2.00 X 0 0 0 2137684 0 211324 12 0 1 0 FORREST T JONES 13800 COPPERMINE RD 1ST 2ND AND 3 HERNDON VA 20171 AASA PROFESSIONAL LIABILITY IN DUES PROG 380861 FREEMAN AUDIO VISUAL PO BOX 734596 DALLAS TX 753734596 PROVIDE AUDIO, VIDEO, SIGNAGE, GEN. DECO 378852 MARRIOTT BUSINESS SERVICES PO BOX 403003 ATLANTA GA 30384 PROVIDE ROOMS, CATERING, AUDIO VISUAL FO 323215 CSG CREATIVE 313 S PATRICK STREET ALEXANDRIA VA 22314 PROVIDE MEMBERSHIP, CONFERENCE MARKETING 290043 EDUCATION COUNSEL LLC 101 CONSTITUTION AVE NW STE 900 WASHINGTON DC 20001 PROVIDE POLICY, STRATEGIC ADVOCACY TO SU 267302 16 2859404 2859404 MEMBERSHIP DUES 900099 3324261 3324261 LEADERSHIP SERVICES 900099 2635924 2635924 CONVENTION REVENUE 900099 2379227 2374002 5225 ADVERTISING REVENUE 541800 467782 467782 EDUCATIONAL MEETINGS 900099 20399 20399 8827593 215429 215429 1527878 1527878 133873 129113 4760 4760 4760 26652 18894 7758 7758 OTHER INCOME 900099 177439 177439 WEBSITE ADVERTISING 541800 174175 174175 BAD DEBT RECOVERY 900099 157695 157695 509309 13952131 8354586 651942 2086199 X 1575051 871796 623469 79786 2037718 1126998 807578 103142 118569 67121 45305 6143 1100213 602917 442116 55180 256818 145384 98129 13305 33141 21475 7402 4264 51840 51840 39838 39838 2103170 2034277 68893 15017 13191 1826 907211 893206 13889 116 266161 24602 241559 205202 205202 897725 849149 41265 7311 1531718 1504646 27072 169774 169774 SUBCONTRACTS 323512 323512 OTHER COSTS 206875 104455 101413 1007 DUES, SUBSCRIPTIONS 146427 89103 55752 1572 CREDIT CARD DISCOUNTS 97583 97583 2200 2200 12085763 9046808 2767129 271826 400 400 5486342 7439373 656636 362782 167433 371963 243288 260910 5798135 2614643 3308567 3183492 5887503 4298352 2336754 4479717 578447 619615 18665370 21016604 1203443 1431276 3197606 2673942 1953728 1740178 3816368 4467940 10171145 10313336 X 8334850 10211449 159375 491819 8494225 10703268 18665370 21016604 X 1866368 306645 36030 X 0 1 X 1 0 X 4739729 5858333 6549183 5811984 6208665 29167894 4268913 3764745 4229585 4332893 5030325 21626461 144279 116014 156078 205829 210643 832843 9152921 9739092 10934846 10350706 11449633 51627198 0 0 0 51627198 1463436 1716156 1750907 1799288 1743307 8473094 1463436 1716156 1750907 1799288 1743307 8473094 12324 157695 170019 10616357 11467572 12685753 12149994 13350635 60270311 0.85660 0.84480 0.14060 0.15500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87224 87224 11998539 12085763 754288 188572 0 0 700953 769949 772627 754288 2997817 4496726 333064 46378 76806 87224 543472 175238 192487 193157 188572 749454 1124181 1214512 33728 37 1248203 1178698 28605 9124 1915 1214512 1195869 26754 75 44000 1178698 1168651 27143 75 1195869 1142545 26031 75 1168651 0.86750 0.12500 0.00750 0 0 1120555 1120555 2826367 865357 1961010 18102 18102 0 1833111 1731184 101927 3183492 6774-VANGAURD 500 INDEX FUND (VFIAX) 1938063 F 88694-WELLS FARGO CORE BOND FUND - R6 (WTRIX) 1235506 F 110878-BAIRD AGGREGATE BOND FUND (BAGIX) 1306148 F 4479717 ACCRUED POSTRETIREMENT MEDICAL BENEFITS 3267649 DEFERRED COMPENSATION 547091 DEFERRED RENT DEPOSIT 6300 REFUNDABLE ADVANCES 646900 4467940 X 14209250 306645 306645 13902605 39838 9688 49526 13952131 12000207 -45718 -45718 12045925 39838 39838 12085763 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 X, LINE 2: THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). IN ADDITION, THE ASSOCIATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT-A-PRIVATE FOUNDATION. UNDER CURRENT INTERNAL REVENUE SERVICE REGULATIONS, RENTAL INCOME, ADVERTISING EARNED IN THE PUBLICATION OF THE ASSOCIATIONS MAGAZINES AND QUALIFIED PRETAX TRANSPORTATION FRINGE BENEFITS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX. DEFERRED TAXES ARISE DUE TO THE TIMING DIFFERENCE IN RECOGNITION OF RENTAL REVENUE. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ASSOCIATIONS TAX POSITION AND IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS; THEREFORE, NO TAX LIABILITIES HAVE BEEN RECORDED AS OF JUNE 30, 2020, OR ANY RELATED INTEREST AND PENALTIES INCLUDED IN THE BALANCE SHEET OR STATEMENT OF ACTIVITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON LINE 10B -18,894. RENTAL EXPENSES REPORTED ON LINE 6B -129,113. BAD DEBT RECOVERY TO REVENUE 157,695. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON LINE 10B 18,894. MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT -36,030. RENTAL EXPENSES REPORTED ON LINE 6B 129,113. BAD DEBT RECOVERY TO REVENUE -157,695. X 1 1 X X 0 0 0 0 0 0 0 1 0 DANIEL DOMENECH EXECUTIVE DIRECTOR 444092 0 203 0 25433 0 14000 0 3547 0 487275 0 0 0 CHUCK WOODRUFF COO 225457 0 203 0 3200 0 11872 0 2099 0 242831 0 0 0 HEIDI SCHMIDT DIR, CORPORATE & STRATEGIC ALLIANCES 204698 0 203 0 275 0 10849 0 8245 0 224270 0 0 0 MORT SHERMAN ASSOC EXEC DIR 175816 0 203 0 3425 0 9422 0 5923 0 194789 0 0 0 SHARON ADAMS-TAYLOR ASSOC EXEC DIR 170269 0 203 0 2894 0 9211 0 5310 0 187887 0 0 0 CHRIS DAW ASSOC EXEC DIR 155581 0 203 0 505 0 8254 0 19447 0 183990 0 0 0 EVELYN GILLIAM DIRECTOR OF FINANCE 144722 0 203 0 20538 0 8693 0 6610 0 180766 0 0 0 NOELLE ELLERSON ASSOC EXEC DIR 144087 0 203 0 285 0 7837 0 19664 0 172076 0 0 0 VALERIE TRUESDALE ASST EXECUTIVE DIRECTOR 143779 0 203 0 2093 0 5654 0 19208 0 170937 0 0 0 CJ REID ASSOC EXEC DIR 142492 0 203 0 2647 0 7851 0 7981 0 161174 0 0 0 JAY GOLDMAN EDITOR, SA 102463 0 203 0 20700 0 6603 0 29972 0 159941 0 0 0 PART I, LINE 1A DANIEL A. DOMENECH RECEIVED TRAVEL FOR COMPANION BENEFITS IN THE AMOUNT OF $2,725 WHICH WERE REPORTED AS TAXABLE COMPENSATION. PART I, LINE 7 EMPLOYEES WERE PAID CHRISTMAS BONUSES. 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 ANY MEMBER IN THE ACTIVE MEMBERSHIP CATEGORY WHO IS SERVING ON, OR HAS SERVED ON WITHIN THE LAST 3 YEARS, EITHER THE GOVERNING BOARD OR THE EXECUTIVE COMMITTEE AND IS A MEMBER OF THEIR STATE ASSOCIATION IS ELIGIBLE TO RUN FOR PRESIDENT-ELECT OF AASA. THE PRESIDENT-ELECT SERVES A ONE YEAR TERM BEFORE BECOMING PRESIDENT FOR ONE YEAR. FOLLOWING HIS/HER PRESIDENTIAL TERM HE/SHE BECOMES THE IMMEDIATE PAST PRESIDENT FOR ONE YEAR. INTERESTED CANDIDATES FILE APPROPRIATE MATERIALS AND A $500 FILING WITH AASA NO LATER THAN THE 1ST FRIDAY IN DECEMBER. THE ELECTION COMMITTEE MEETS VIA CONFERENCE CALL TO REVIEW THE MATERIALS AND TO DECLARE THE CANDIDATE(S) ELIGIBLE. THE GOVERNING BOARD AT ITS WINTER MEETING NOMINATES THE CANDIDATE(S) FOR PRESIDENT-ELECT. IF MORE THAN 3 CANDIDATES ARE VYING FOR THE NOMINATION, THE GOVERNING BOARD MUST REDUCE THAT NUMBER TO NO MORE THAN 3. THE GOVERNING BOARD CANNOT ADD CANDIDATES. ELIGIBLE VOTING MEMBERS RECEIVE VOTING MATERIALS EITHER ELECTRONICALLY OR VIA US MAIL. THE CANDIDATE RECEIVING A PLURALITY OF THE VOTES CAST IS ELECTED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE AUDIT COMMITTEE. THE AUDIT COMMITTEE CHAIR WILL DISCUSS THE 990 WITH THE FULL EXECUTIVE COMMITTEE AT ITS NEXT MEETING FOLLOWING THE REVIEW. ALL MEMBERS WILL HAVE THE OPPORTUNITY TO REVIEW THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY AT THE FIRST BOARD MEETING OF THE YEAR, THE POLICY MANUAL IS AN AGENDA ITEM OF THE MEETING. THE POLICY MANUAL, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY, IS REVIEWED WITH THE EXECUTIVE COMMITTEE. A CONFLICT OF INTEREST STATEMENT IS SIGNED BY EACH COMMITTEE MEMBER AT THIS MEETING. COMMITTEE MEMBERS ABSENT FROM THIS MEETING ARE SENT THE POLICY MANUAL AND A STATEMENT TO SIGN AND RETURN, OR THIS INFORMATION IS REVIEWED AND COLLECTED AT THE SECOND MEETING OF THE YEAR. 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 WAS CONDUCTED IN 2018 WITH EMPLOYEES BEING GIVEN A COST OF LIVING SALARY INCREASE OF 3%. 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 CONSULTANT: PROGRAM SERVICE EXPENSES 470,659. MANAGEMENT AND GENERAL EXPENSES 59,307. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 529,966. LEAD TEACHERS: PROGRAM SERVICE EXPENSES 272,722. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 272,722. MENTORS: PROGRAM SERVICE EXPENSES 153,688. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 153,688. BROKERAGE & COMMISSION: PROGRAM SERVICE EXPENSES 72,532. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,532. HONORARIUM: PROGRAM SERVICE EXPENSES 71,050. MANAGEMENT AND GENERAL EXPENSES 9,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,050. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 68,822. MANAGEMENT AND GENERAL EXPENSES 261. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,083. PRESIDENT'S SUBSIDY: PROGRAM SERVICE EXPENSES 50,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,000. LIST RENTAL: PROGRAM SERVICE EXPENSES 24,179. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,179. CRISIS HOTLINE SUPPORT: PROGRAM SERVICE EXPENSES 5,851. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,851. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 844,774. MANAGEMENT AND GENERAL EXPENSES 325. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 845,099. FORM 990, PART XI, LINE 9: MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT 36,030.