2020-11-13T10:02:56-06:00 2020-05-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2019-06-01 526057004 NATIONAL COUNCIL OF TEACHERS OF MATHEMATICS NATI 7036209840 1906 ASSOCIATION DR RESTON VA 201911502 KENNETH L KREHBIEL EXECUTIVE DIRECTOR 7036209840 2020-11-13 1 ELIZABETH W HELLER P00397829 2022932200 2020-11-13 173.79.22.96 2020-11-13 10:00:47 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 907A16943A5AE6BD468F5755AE9454C37C362E74 2019 2021-01-29 14:40:06Z KENNETH L KREHBIEL 1906 ASSOCIATION DR RESTON VA 201911502 13757721 0 X WWW.NCTM.ORG X 1920 IL THE NATIONAL COUNCIL OF TEACHERS OF MATHEMATICS ADVOCATES FOR HIGH-QUALITY MATHEMATICS TEACHING AND LEARNING FOR EACH AND EVERY STUDENT. 14 12 46 200 276566 0 301126 236902 9868071 6105063 330147 577427 2102001 1440878 12601345 8360270 109372 145213 0 0 4908022 5214084 0 0 85177 8490203 6751431 13507597 12110728 -906252 -3750458 19914512 18496410 5428585 7154850 14485927 11341560 X THE NATIONAL COUNCIL OF TEACHERS OF MATHEMATICS SUPPORTS AND ADVOCATES FOR THE HIGHEST-QUALITY MATHEMATICS TEACHING AND LEARNING FOR EACH AND EVERY STUDENT. 0 0 4292380 0 3733224 MEMBERSHIP - FOUNDED IN 1920, NCTM IS THE WORLD'S LARGEST MATHEMATICS EDUCATION ORGANIZATION WITH 31,000 MEMBERS AND MORE THAN 200 AFFILIATES THROUGHOUT THE UNITED STATES AND CANADA. NCTM MEMBERS RECEIVE A WIDE RANGE OF RESOURCES RELATED TO THE TEACHING AND LEARNING OF MATHEMATICS FROM PREKINDERGARTEN THROUGH HIGHER EDUCATION. 2153531 145213 2043287 CONFERENCES AND PROFESSIONAL DEVELOPMENT - NCTM TYPICALLY HOLDS AN ANNUAL MEETING AND EXPOSITION ALONG WITH THREE SMALLER REGIONAL CONFERENCES EACH YEAR, WITH AN AVERAGE COMBINED ATTENDANCE OF 15,000. TEACHERS OF MATHEMATICS AND OTHERS ATTEND PRESENTATIONS, LECTURES, PANEL DISCUSSIONS AND WORKSHOPS AND VIEW EXHIBITS OF THE LATEST MATHEMATICS EDUCATIONAL MATERIALS AND INNOVATIONS. NCTM OFFERS A DIVERSE ARRAY OF PROFESSIONAL DEVELOPMENT EVENTS, SERVICES, AND ONLINE RESOURCES. DUE TO THE OUTBREAK OF CORONAVIRUS, THE ANNUAL MEETING SCHEDULED FOR APRIL 2020 WAS CANCELLED. 1752850 0 1975128 PUBLICATIONS AND STANDARDS - PRINCIPLES AND STANDARDS FOR SCHOOL MATHEMATICS (2000) OUTLINES THE ESSENTIAL COMPONENTS OF A HIGH-QUALITY SCHOOL MATHEMATICS PROGRAM AND CALLS FOR ALL STUDENTS TO ENGAGE IN MORE CHALLENGING MATHEMATICS. CURRICULUM FOCAL POINTS (2006) IDENTIFIES THREE IMPORTANT TOPICS AT EACH GRADE LEVEL FROM PRE-K-I AND IS THE NEXT STEP IN IMPLEMENTING THE STANDARDS. FOCUS IN HIGH SCHOOL MATHEMATICS: REASONING AND SENSE MAKING (2009) SETS FORTH A VISION OF HIGH SCHOOL MATHEMATICS PUTTING REASONING AND SENSE MAKING AT THE CORE OF LEARNING. PRINCIPLES TO ACTIONS: ENSURING M MATHEMATICAL SUCCESS FOR ALL (2015) DESCRIBES THE PRINCIPLES AND ACTIONS THAT ARE ESSENTIAL FOR A HIGH-QUALITY MATHEMATICS EDUCATION FOR ALL STUDENTS. NCTM'S NEW THREE-BOOK SERIES, CATALYZING CHANGE, IDENTIFIES THE VEXING ISSUES THAT HAVE LONG PLAGUED MATHEMATICS EDUCATION IN PRE-K AND ELEMENTARY GRADES, MIDDLE SCHOOL, AND HIGH SCHOOL. NCTM ALSO PUBLISHES THREE PEER REVIEWED JOURNALS. 250275 0 0 OTHER PROGRAMS AND SPECIAL PROJECTS 250275 0 0 8449036 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 1 235 0 1 46 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X THE COUNCIL 7036209840 1906 ASSOCIATION DRIVE RESTON VA 201911502 TRENA L WILKERSON PRESIDENT 37.50 X X 46698 0 0 ROBERT Q BERRY III PAST-PRESIDENT 18.80 X X 187923 0 0 MATTHEW LARSON PAST-PRESIDENT 18.80 X X 4345 0 0 MELISSA BOSTON DIRECTOR 2.00 X 0 0 0 SARAH BUSH DIRECTOR 2.00 X 47 0 0 DEWEY GOTTLIEB DIRECTOR 2.00 X 0 0 0 DESIREE HARRISON DIRECTOR 2.00 X 0 0 0 LORIE HUFF DIRECTOR 2.00 X 0 0 0 DEANN HUINKER DIRECTOR 2.00 X 12317 0 0 BETH KOBETT DIRECTOR 2.00 X 1534 0 0 CAROL MATSUMOTO DIRECTOR 2.00 X 0 0 0 JENNIFER OUTZS DIRECTOR 2.00 X 0 0 0 JEFF SHIH DIRECTOR 2.00 X 0 0 0 JASON SLOWBE DIRECTOR 2.00 X 0 0 0 JENNIFER SUH DIRECTOR 2.00 X 0 0 0 DENISE WALSTON DIRECTOR 2.00 X 0 0 0 KENNETH L KREHBIEL EXECUTIVE DIRECTOR 37.50 X 301417 0 56670 DAVID M SHAYKA COO & CFO 37.50 X 219472 0 49295 RICHARD H ALDRIDGE DIRECTOR OF INFORMATION TECHNOLOGY & ADMINISTRATIV 37.50 X 170451 0 54013 DAVID E BARNES ASSOC EXEC DIRECTOR RESEARCH, LEARNING, & PROF DEV 37.50 X 163800 0 19158 ELEANORE TAPSCOTT DIRECTOR OF PUBLICATIONS 37.50 X 130105 0 32698 EILEEN MURPHY DIRECTOR OF MEMBERSHIP 37.50 X 114012 0 47446 JOANN WOLFE DIRECTOR OF FINANCE 37.50 X 109726 0 33756 1461847 0 293036 10 0 1 0 IMAGINATION PUBLISHING LLC 600 WEST FULTON ST SUITE 600 CHICAGO IL 60661 JOURNAL PUBLISHING 128453 HIGHER LOGIC LLC 1600 WILSON BLVD SUITE 400 ARLINGTON VA 22209 ONLINE COMMUNITY & COMMUNICATIONS SOFTWA 107264 2 3505 233397 236902 MEMBERSHIP DUES 900099 3733224 3733224 CONVENTION/EXHIBITS 900099 2043287 2043287 ADVERTISING 541800 328552 266816 61736 6105063 333264 333264 19503 19503 5416413 5172250 244163 244163 244163 1646576 225201 1421375 1411625 9750 8360270 7188136 276566 658666 X 36819 36819 108394 108394 798754 568969 229785 3099500 1981895 1055162 62443 409294 257764 144508 7022 906536 570915 320067 15554 165104 19000 146104 59104 59104 42000 42000 126238 126238 2113582 1411206 702218 158 223941 215204 8737 783399 649974 133425 437420 266150 171270 105881 105881 19728 19728 386275 280417 105858 1518991 1518871 120 172115 172115 65706 19775 45931 BANK CHARGES 197514 160915 36599 MISCELLANEOUS 173092 133487 39605 MEMBERSHIP RETENTION 96974 96974 ELECTION 34299 34299 30068 4426 25642 12110728 8449036 3576515 85177 975379 660243 503391 539327 1123 1123 699824 240653 534382 437707 279712 377544 9684154 8217567 1628100 1466587 15292601 14773226 19914512 18496410 2506565 4320163 2442645 2306286 479375 528401 5428585 7154850 X 13053453 9898572 1432474 1442988 14485927 11341560 19914512 18496410 -3750458 606091 0 X 0 1 X 1 0 X 5178928 4753582 4683188 4618397 3970126 23204221 8319449 7712046 8507222 7685363 3741849 35965929 13498377 12465628 13190410 12303760 7711975 59170150 0 0 0 59170150 532536 438536 410941 423263 352767 2158043 532536 438536 410941 423263 352767 2158043 8900 4800 5150 7200 26050 14039813 12908964 13606501 12734223 8064742 61354243 0.96440 0.96490 0.03520 0.03470 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42469 0 42469 12100562 12143031 757152 189288 0 0 972089 895929 834686 757152 3459856 5189784 34336 33677 45607 42469 156089 243022 223982 208672 189288 864964 1297446 45607 42469 88076 840687 2373 59048 24121 877987 847548 3516 14572 24949 840687 797164 35423 91172 76211 847548 748280 883 69663 21662 797164 773550 4905 -6370 23805 748280 0.68010 0.31990 0 0 129109 129109 5061816 3747380 1314436 4493229 4470187 23042 1466587 POSTRETIREMENT BENEFITS OBLIGATION 528401 528401 9065324 606091 225201 831292 8234032 126238 126238 8360270 12209691 225201 225201 11984490 126238 126238 12110728 PART V, LINE 4: THE COUNCIL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR IMPROVING MATHEMATICS EDUCATION THROUGH GRANTS AND AWARDS PROGRAMS. THE ENDOWMENT IS DONOR-RESTRICTED TO BE HELD IN PERPETUITY TO GENERATE RETURNS TO HELP FUND THE COUNCIL'S PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 225,201. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 225,201. 1 MICHIGAN STATE UNIVERSITY 426 AUDITORIUM RD RM 2 EAST LANSING MI 48824 386005984 115 6000 7-12 CLASSROOM RESEARCH GRANT RHODE ISLAND COLLEGE 600 MOUNT PLEASANT AVE UNIT 1 PROVIDENCE RI 02908 056016315 115 5996 PK-6 CLASSROOM RESEARCH GRANT 2 0 PROGRAM OF MATHEMATICS STUDY AND ACTIVE PROFESSIONALISM GRANT, PREK-6 2 30182 FUTURE LEADER INITIAL NCTM ANNUAL CONFERENCE ATTENDANCE AWARD 7 10500 2485 FMV CONFERENCE ATTENDANCE PROSPECTIVE 7-12 SECONDARY TEACHER COURSE WORK SCHOLARSHIP 1 10000 EQUITY IN MATHEMATICS GRANT 6-12 1 8000 MATHEMATICS GRADUATE COURSEWORK SCHOLARSHIP 6-8 2 6400 EMERGING TEACHER LEADERS IN ELEMENTARY SCHOOL MATHEMATICS GRANT PREK - 5 1 6000 ENHANCING STUDENT LEARNING THROUGH THE USE OF TOOLS AND TECHNOLOGY GRANT, PREK-12 2 5712 DESIGNING INNOVATIVE LESSONS AND ACTIVITIES FOR MATHEMATICS TEACHING (K-8) 1 5000 PROSPECTIVE TEACHER NCTM ANNUAL CONFERENCE ATTENDANCE AWARD (PRE-K12) 3 4500 609 FMV CONFERENCE ATTENDANCE IMPROVING STUDENTS' UNDERSTANDING OF GEOMETRY GRANT 1 3907 MATHEMATICS GRADUATE COURSEWORK SCHOLARSHIP PREK-5 1 3200 ADVANCED MATHEMATICS EDUCATION COURSE WORK SCHOLARSHIP 9-12 1 3000 TEACHER PROFESSIONAL DEVELOPMENT GRANT (68) 1 3000 PREK-8 PRESERVICE TEACHER ACTION RESEARCH GRANT 1 3000 TEACHER PROFESSIONAL DEVELOPMENT GRANT (PK5) 1 3000 TEACHER PROFESSIONAL DEVELOPMENT GRANT (9-12) 1 2665 PROFESSIONAL DEVELOPMENT SCHOLARSHIP EMPHASIZING THE HISTORY OF MATHEMATICS, 6-12 1 2283 PART I, LINE 2: NCTM REQUIRES WRITTEN REPORTS AND DOCUMENTATION TO FINALIZE THE GRANT AWARD. X X X 0 0 0 0 0 0 0 0 0 ROBERT Q BERRY III PAST-PRESIDENT 187923 0 0 0 0 0 0 0 0 0 187923 0 0 0 KENNETH L KREHBIEL EXECUTIVE DIRECTOR 297834 0 0 0 3583 0 34407 0 23212 0 359036 0 0 0 DAVID M SHAYKA COO & CFO 218115 0 0 0 1357 0 27032 0 23219 0 269723 0 0 0 RICHARD H ALDRIDGE DIRECTOR OF INFORMATION TECHNOLOGY & 169852 0 0 0 599 0 21154 0 34549 0 226154 0 0 0 DAVID E BARNES ASSOC EXEC DIRECTOR RESEARCH, LEARNI 162706 0 0 0 1094 0 19158 0 827 0 183785 0 0 0 ELEANORE TAPSCOTT DIRECTOR OF PUBLICATIONS 128882 0 0 0 1223 0 15543 0 20243 0 165891 0 0 0 EILEEN MURPHY DIRECTOR OF MEMBERSHIP 113581 0 0 0 431 0 14543 0 37687 0 166242 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 NCTM HAS TWO MAJOR MEMBERSHIP CATEGORIES. INDIVIDUAL MEMBERS INCLUDE TEACHERS, ADMINISTRATORS, SPECIALISTS, COACHES, TEACHER-EDUCATORS, AND STUDENTS. INSTITUTIONAL MEMBERS INCLUDE SCHOOLS, SCHOOL DISTRICTS, UNIVERSITIES, STATE OR LOCAL EDUCATION AGENCIES, LIBRARIES, AND RESOURCE CENTERS. FORM 990, PART VI, SECTION A, LINE 7A EVERY INDIVIDUAL MEMBER IS ELIGIBLE TO VOTE FOR THE BOARD MEMBERS AT AN ELECTION WHERE 1/3 OF THE BOARD MEMBERS ARE ELECTED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW, PRIOR TO FINAL IRS SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE NCTM CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS, WITH A SIGNED CONFLICT DISCLOSURE STATEMENT REQUIRED EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD IS RESPONSIBLE FOR REVIEWING AND APPROVING THE SALARY OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. THIS PROCESS WILL BE INDEPENDENT OF THE INFLUENCE OF THE EXECUTIVE, AND MAY INVOLVE INPUT FROM SOURCES BOTH INTERNAL AND EXTERNAL TO THE COUNCIL, INCLUDING REGIONAL SALARY SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 NCTM PROVIDES COPIES OF THE ORGANIZATIONAL BYLAWS, CONFLICT OF INTEREST POLICY, AND FORM 990 TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 1,411,206. MANAGEMENT AND GENERAL EXPENSES 702,218. FUNDRAISING EXPENSES 158. TOTAL EXPENSES 2,113,582. FORM 990, PART VI, LINE 1A: THE EXECUTIVE COMMITTEE SHALL ACT FOR THE BOARD OF DIRECTORS WHEN THE BOARD IS NOT IN SESSION AND SHALL REPORT ALL SUCH ACTIONS AT THE NEXT MEETING OF THE BOARD. IT SHALL ALSO ACT IN AN ADVISORY CAPACITY TO THE PRESIDENT.