2020-04-20T16:04:38-05:00 2019-06-30 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2018-07-01 521012307 COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION COUN 2023285900 1307 NEW YORK AVENUE NW NO 1000 WASHINGTON DC 200054701 DIANE YOUNG CHIEF FINANCIAL OFFICER 2023285900 2020-04-20 1 ELIZABETH HELLER P00397829 2022932200 100.15.78.171 2020-04-20 16:04:34 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 907A16943A5AE6BD468F5755AE9454C37C362E74 2018 2020-09-22 18:59:49Z CASE SUE CUNNINGHAM 1307 NEW YORK AVENUE NW NO 1000 WASHINGTON DC 200054701 32199417 0 X WWW.CASE.ORG X 1974 DC ADVANCING EDUCATION TO TRANSFORM LIVES AND SOCIETY. 30 30 104 4800 209746 -3990 188000 180356 21341681 22960726 1165216 650135 496013 703627 23190910 24494844 395798 386105 0 0 10824230 13244321 0 0 372955 13256659 13343598 24476687 26974024 -1285777 -2479180 31463164 31031263 15515001 17246990 15948163 13784273 X AS A CATALYST FOR ADVANCING EDUCATION WORLDWIDE, WE INSPIRE, CHALLENGE AND EQUIP COMMUNITIES OF PROFESSIONALS TO ACT EFFECTIVELY AND WITH INTEGRITY TO CHAMPION THE SUCCESS OF THEIR INSTITUTIONS. 0 0 9164564 11443226 CONFERENCES AND WORKSHOPS - THE COUNCIL OFFERS OVER 80 CONFERENCES AND 20 ONLINE SPEAKER SERIES PER YEAR AS OPPORTUNITIES TO NETWORK WITH COLLEAGUES AND LEARN ABOUT INSTITUTIONAL ADVANCEMENT. 3109654 INFORMATION AND RESEARCH - THE COUNCIL PROVIDES UP-TO-DATE INFORMATION ON A VARIETY OF TOPICS RELATED TO ALL AREAS OF INSTITUTIONAL ADVANCEMENT. 2854443 EXTERNAL AFFAIRS - THE EXTERNAL AFFAIRS PROGRAM INCLUDES COMMUNICATIONS, GOVERNMENT RELATIONS, PUBLIC RELATIONS, MEDIA RELATIONS, AND INSTITUTIONAL RELATED FOUNDATIONS. 1306614 1160582 PUBLICATIONS - THE COUNCIL'S PUBLICATIONS FOCUS ON ISSUES AND TRENDS IN ADVANCEMENT, AND THEY RANGE FROM BOOKLETS TO COMPREHENSIVE TRAINING MANUALS, VIDEOS AND A MAGAZINE. 734206 DISTRICT SERVICES 499632 386105 2435624 AWARDS AND SERVICES 0 7985536 MEMBERSHIP 2540452 386105 11581742 17669113 1 0 0 1 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 222 0 1 104 1 1 1 1 CA SN MX 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X THE COUNCIL 2023285900 1307 NEW YORK AVE NW 1000 WASHINGTON DC 20005 JAMES T HARRIS III CHAIR 2.00 0.00 X X 0 0 0 JAMES H MOORE JR CHAIR ELECT 2.00 0.00 X X 0 0 0 J MICHAEL GOODWIN IMMEDIATE PAST CHAIR 2.00 0.00 X X 0 0 0 SERGIO M GONZALEZ SECRETARY 2.00 0.00 X X 0 0 0 TERESA M FLANNERY TREASURER 2.00 0.00 X X 0 0 0 JO AGNEW MEMBER 2.00 0.00 X 0 0 0 GORDON J ARBEAU MEMBER 2.00 0.00 X 0 0 0 PAULA BONNER MEMBER 2.00 0.00 X 0 0 0 MARGARET BRADLEY MEMBER 2.00 0.00 X 0 0 0 LAUREN F BROOKEY MEMBER 2.00 0.00 X 0 0 0 ANDREW P CAREAGA MEMBER 2.00 0.00 X 0 0 0 MELANIE HARMON MEMBER 2.00 0.00 X 0 0 0 LORI HOULIHAN MEMBER 2.00 0.00 X 0 0 0 TONJANITA L JOHNSON MEMBER 2.00 0.00 X 0 0 0 TINA M KAUFFMANN MEMBER 2.00 0.00 X 0 0 0 MICHAEL LAVERY MEMBER 2.00 0.00 X 0 0 0 FERNANDO LEON GARCIA MEMBER 2.00 0.00 X 0 0 0 JAMES C LEWIS MEMBER 2.00 0.00 X 0 0 0 LISA R LEWIS MEMBER 2.00 0.00 X 0 0 0 MARGENE MASTIN-SCHEPPS MEMBER 2.00 0.00 X 0 0 0 PETER MATHIESON MEMBER 2.00 0.00 X 0 0 0 RICKEY N MCCURRY MEMBER 2.00 0.00 X 0 0 0 THOMAS J MITCHELL MEMBER 2.00 0.00 X 0 0 0 DAVID PALMER MEMBER 2.00 0.00 X 0 0 0 VITA PICKRUM MEMBER 2.00 0.00 X 0 0 0 CHRISTINE M PINA MEMBER 2.00 0.00 X 0 0 0 CHRISTOPHER N PIPKINS MEMBER 2.00 0.00 X 0 0 0 PAUL RUCKER MEMBER 2.00 0.00 X 0 0 0 KATHLEEN CURRY SANTORA MEMBER 2.00 0.00 X 0 0 0 FRITZ SCHROEDER MEMBER 2.00 0.00 X 0 0 0 CHRISTINE TEMPESTA MEMBER 2.00 0.00 X 0 0 0 SUE CUNNINGHAM PRESIDENT/CEO 36.00 4.00 X 551296 0 52893 MYRON MATTOCKS COO 35.00 0.00 X 262832 0 26199 DIANE YOUNG CFO 35.00 0.00 X 225269 0 33806 BRETT CHAMBERS VP VOLUNTEER & MEMBER 35.00 0.00 X 209612 0 29737 LINDA DURANT VP DEVELOPMENT 35.00 0.00 X 248849 0 30501 ROBERT HENRY VP EDUCATION 35.00 0.00 X 230115 0 29486 ROBERT MOORE VP MARKETING & COMMUNICATION 35.00 0.00 X 263743 0 30038 FRED WEISS CIO 35.00 0.00 X 251932 0 35046 DAVID BASS SR. DIRECTOR 35.00 0.00 X 141300 0 21592 BRIAN FLAHAVEN SR. DIRECTOR ADVOCACY 35.00 0.00 X 160381 0 19127 ANNE KAPLIN SR. DIRECTOR 35.00 0.00 X 159097 0 17553 DENISE TURNER SR. DIRECTOR FINANCE 35.00 0.00 X 146755 0 23026 CATHERINE ZAIC SR. DIRECTOR MEMBERSHIP DEVEL. 35.00 0.00 X 166728 0 25070 3017909 0 374074 26 0 1 0 FORUM ONE 15954 JACKSON CREEK PARKWAY STE 37 MONUMENT CO 80132 WEB DESIGN 1041038 DESIGN DATA SYSTEMS INC 610 PROFESSIONAL DRIVE SUITE 102 GAITHERSBURG MD 20879 INFORMATION TECHNOLOGY CONSULTING 865925 PERSONIFY INC PO BOX 759470 BALTIMORE MD 212759470 SOFTWARE 566821 BAV SERVICES 10 SONWIL DRIVE BUFFALO NY 14225 AUDIO VISUAL SERVICES 343908 MASTER PRINT INC 8401 TERMINAL ROAD NEWINGTON VA 22122 PRINTING 298642 9 180356 180356 CONFERENCES & WORKSHOPS 900099 11443226 11443226 MEMBERSHIP DUES 900099 7985536 7985536 AWARDS 900099 2435624 2435624 PUBLICATIONS 541800 1096340 886594 209746 22960726 377497 377497 253 253 7977211 7704488 85 272723 -85 272638 272638 273988 0 273988 273988 OTHER REVENUE 900099 429386 429386 429386 24494844 23024968 209746 1079774 386105 386105 2511353 1645042 831589 34722 8066267 5283744 2670999 111524 793137 519538 262633 10966 1216781 797042 402915 16824 656783 430220 217482 9081 524017 343253 173519 7245 140615 92109 46562 1944 42029 27531 13917 581 1065016 697630 352661 14725 218895 143386 72483 3026 951343 623170 315020 13153 1235272 809155 409038 17079 17040 11162 5642 236 56758 37179 18794 785 2058759 1237955 787906 32898 5028174 3293665 1664989 69520 115402 75593 38213 1596 676665 443244 224065 9356 53785 35231 17810 744 MISCELLANEOUS 447243 270386 169759 7098 BANK SERVICE CHARGES 443075 290233 146716 6126 PRINTING AND DISTRIBUTI 148774 97453 49264 2057 PHOTOGRAPHY 120736 79087 39980 1669 26974024 17669113 8931956 372955 1524191 1118592 490861 738158 171029 265922 519185 949323 13258611 6134075 6413443 7124536 22124691 19061124 1631963 219764 141645 31463164 31031263 2640455 2930379 5692433 6199577 4065903 3915777 2635997 2180150 1600000 480213 421107 15515001 17246990 X 15550954 13306145 397209 478128 15948163 13784273 31463164 31031263 X -2479180 335770 19562 -40042 X 0 1 X 1 0 X 6748021 6821005 7454184 7929950 8165892 37119052 11555114 12015317 12482391 13456391 15039432 64548645 18303135 18836322 19936575 21386341 23205324 101667697 1150 14354 18725 34229 0 1150 14354 18725 34229 101633468 364082 361003 394186 400230 377750 1897251 364082 361003 394186 400230 377750 1897251 265791 406565 333651 395712 429386 1831105 18933008 19603890 20664412 22182283 24012460 105396053 0.96430 0.96620 0.01800 0.01870 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME 10000 41000 51000 26695042 26746042 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 42345 35500 39495 51000 168340 250000 250000 250000 250000 1000000 1500000 10000 10000 0 1 X 2304603 2304603 5243082 2718497 2524585 1055236 474377 580859 742990 703125 39865 3912700 2238076 1674624 7124536 ACCRUED POSTRETIREMENT BENEFITS & SWAP AGREEMENTS 421107 421107 24777648 335770 85 335855 24441793 42030 11021 53051 24494844 26961100 40127 40127 26920973 42030 11021 53051 26974024 PART IV, LINE 2B: DISTRICT ESCROW ACCOUNTS PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 85. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD 11,021. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSET 85. LOSS ON FOREIGN EXCHANGE RATE 40,042. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD 11,021. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 3 PROGRAM SERVICES CONFERENCES AND EDUCATIONAL PROGRAMS 131232 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 1 8 PROGRAM SERVICES CONFERENCES AND EDUCATIONAL PROGRAMS 22240 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 1 18 PROGRAM SERVICES CONFERENCES AND EDUCATIONAL PROGRAMS 17291 3 29 0 0 3 29 170763 0 170763 0 0 0 0 0 0 1 ADVANCEMENT INTERN PROGRAM 136 375420 MICHAEL KISER SCHOLARSHIP 1 1395 RESEARCH AWARD 3 9290 PART I, LINE 2: CASE MONITORS THE USE OF GRANT FUNDS USING CONFERENCE ATTENDANCE LISTS TO CONFIRM GRANTEE ATTENDANCE AND PARTICIPATION AT DESIGNATED CONFERENCES ASSOCIATED WITH THE GRANT. GRANTEE/VOLUNTEER TRAVEL AND EXPENSE REIMBURSEMENT FORMS ARE USED TO DOCUMENT THE COSTS ASSOCIATED WITH CONFERENCE ATTENDANCE. X X X X 0 0 0 0 0 0 0 0 0 SUE CUNNINGHAM PRESIDENT/CEO 549991 0 0 0 1305 0 44928 0 7965 0 604189 0 0 0 MYRON MATTOCKS COO 259821 0 0 0 3011 0 26199 0 0 0 289031 0 0 0 DIANE YOUNG CFO 224200 0 0 0 1069 0 21929 0 11876 0 259074 0 0 0 BRETT CHAMBERS VP VOLUNTEER & MEMBER 208856 0 0 0 756 0 20622 0 9115 0 239349 0 0 0 LINDA DURANT VP DEVELOPMENT 245557 0 0 0 3292 0 21886 0 8615 0 279350 0 0 0 ROBERT HENRY VP EDUCATION 229530 0 0 0 585 0 22541 0 6945 0 259601 0 0 0 ROBERT MOORE VP MARKETING & COMMUNICATION 258414 0 0 0 5329 0 22049 0 7989 0 293781 0 0 0 FRED WEISS CIO 250673 0 0 0 1259 0 28431 0 6615 0 286978 0 0 0 DAVID BASS SR. DIRECTOR 140727 0 0 0 573 0 14227 0 7365 0 162892 0 0 0 BRIAN FLAHAVEN SR. DIRECTOR ADVOCACY 160217 0 0 0 164 0 16452 0 3875 0 180708 0 0 0 ANNE KAPLIN SR. DIRECTOR 158543 0 0 0 554 0 10938 0 6615 0 176650 0 0 0 DENISE TURNER SR. DIRECTOR FINANCE 145813 0 0 0 942 0 16411 0 6615 0 169781 0 0 0 CATHERINE ZAIC SR. DIRECTOR MEMBERSHIP DEVEL. 165564 0 0 0 1164 0 18455 0 6615 0 191798 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE GOVERNING COMMITTEE MINUTES ARE DOCUMENTED. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES NOMINATES A SLATE OF TRUSTEES THAT IS APPROVED ON-LINE BY THE INSTITUTIONAL MEMBERSHIP PRIOR TO THE ANNUAL MEMBERSHIP MEETING. APPROXIMATELY A THIRD OF THE BOARD OF TRUSTEES IS ROTATED IN THIS PROCESS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES AT THEIR ANNUAL MEETING HELD EACH NOVEMBER. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED ANNUALLY TO EACH MEMBER OF THE GOVERNING BODY AS WELL AS TO ALL OFFICERS AND KEY EMPLOYEES; EACH IS REMINDED TO REVIEW THE POLICY AND TO REPORT ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 TOP MANAGEMENT OFFICIAL: A REVIEW OF COMPENSATION WAS PERFORMED IN ADDITION TO CONSIDERATION OF ORGANIZATIONAL AND PERSONNEL REQUIREMENTS IN DETERMINING EXECUTIVE MANAGEMENT COMPENSATION. KEY EMPLOYEES: A SIMILIAR REVIEW OF THE COMPENSATION OF KEY EMPLOYEES AND OTHER STAFF WAS PERFORMED IN ADDITION TO CONSIDERATION OF ORGANIZATIONAL AND PERSONNEL REQUIREMENTS IN DETERMINING MANAGEMENT COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY AVAILABLE FOR REVIEW, BY WRITTEN REQUEST TO THE PUBLIC. FORM 990, PART XI, LINE 9: GAIN ON EXCHANGE RATE -40,042. 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