2020-05-07T13:48:19-05:00 2019-06-30 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2018-07-01 541999773 AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS AMER 7035280700 1615 DUKE STREET ALEXANDRIA VA 22314 DANIEL A DOMENECH EXECUTIVE DIRECTOR 7035280700 2020-04-26 1 WILLIAM E TURCO CPA P00369217 3012963600 66.98.98.2 2020-04-26 21:51:15 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2020-09-23 17:36:50Z AASA DANIEL A DOMENECH 1615 DUKE STREET ALEXANDRIA VA 22314 12750605 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. 142 142 41 142 491726 0 3443398 2593370 7662835 7907238 204126 220495 1822466 1901478 13132825 12622581 0 0 0 0 4914030 5043371 0 0 270377 7352845 7204337 12266875 12247708 865950 374873 18178498 18665370 10388580 10171145 7789918 8494225 X AASA ADVOCATES FOR THE HIGHEST QUALITY PUBLIC EDUCATION FOR ALL STUDENTS, AND DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS. 0 0 2944260 2225496 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. 1393713 1973651 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. 974020 3218614 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. 895420 COMMUNICATIONS 495159 CHILDREN'S INITIATIVES AND PROGRAM DEVELOPMENT DEPARTMENT 353911 90999 LEADERSHIP DEVELOPMENT 719597 GOVERNANCE 517915 PUBLIC POLICY 229834 AWARDS 248854 42747 EDUCATIONAL MEETINGS 130553 OTHER PROGRAM SERVICES 3591243 133746 8903236 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 1 144 0 1 41 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 142 142 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 1 0 0 VA X EVELYN GILLIAM 7035280700 1615 DUKE STREET ALEXANDRIA VA 22314 CHRISTOPHER O GAINES PRESIDENT 2.00 X X 0 0 0 DEBORAH KERR PRESIDENT-ELECT 2.00 X X 0 0 0 GAIL PLETNICK IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 JON R BALES EXECUTIVE COMMITTEE 2.00 X 0 0 0 JOSEPH C BARROW JR EXECUTIVE COMMITTEE 2.00 X 0 0 0 MARK R BEZEK EXECUTIVE COMMITTEE 2.00 X 0 0 0 NICHOLAS CEGLAREK EXECUTIVE COMMITTEE 2.00 X 0 0 0 DAVID A COX 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 LUPITA L HIGHTOWER 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 JANET MASON EXECUTIVE COMMITTEE 2.00 X 0 0 0 KRISTI A SANDVIK EXECUTIVE COMMITTEE 2.00 X 0 0 0 CANDACE SINGH EXECUTIVE COMMITTEE 2.00 X 0 0 0 TOM J TURRELL EXECUTIVE COMMITTEE 2.00 X 0 0 0 BETSY M WEBB 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 JOHN AITKEN 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 PAUL S ANDERSON GOVERNING BOARD 2.00 X 0 0 0 GEORGE P ARLOTTO GOVERNING BOARD 2.00 X 0 0 0 PHILLIP AUGER 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 RUSSELL W BOOKER GOVERNING BOARD 2.00 X 0 0 0 MICHAEL BORGFJORD GOVERNING BOARD 2.00 X 0 0 0 NICHOLAS BRAKE GOVERNING BOARD 2.00 X 0 0 0 JASON BRANCH GOVERNING BOARD 2.00 X 0 0 0 DEBBI BURDICK 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 CRIT D CATON GOVERNING BOARD 2.00 X 0 0 0 GILLIAN CHAPMAN GOVERNING BOARD 2.00 X 0 0 0 DANIEL D COX GOVERNING BOARD 2.00 X 0 0 0 MARK R CROSS 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 TERRY E DAVIDSON GOVERNING BOARD 2.00 X 0 0 0 DOMINIC A DEPATSY GOVERNING BOARD 2.00 X 0 0 0 BRANDT DICK 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 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 MARC GEE 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 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 JOHN HEARD III GOVERNING BOARD 2.00 X 0 0 0 JUSTIN B HENRY GOVERNING BOARD 2.00 X 0 0 0 BLAINE HESS GOVERNING BOARD 2.00 X 0 0 0 TODD HOADLEY 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 SCOTT R KIZNER 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 JOSEPH MARUSZCZAK 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 PATRICK V MAYER GOVERNING BOARD 2.00 X 0 0 0 MARK B 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 RAYMOND C MORGIGNO GOVERNING BOARD 2.00 X 0 0 0 KELLI A MOULTON GOVERNING BOARD 2.00 X 0 0 0 MATTHEW MURPHY 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 TOBIN NOVASIO 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 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 MIKE SHEPPARD GOVERNING BOARD 2.00 X 0 0 0 RODNEY SHOTWELL 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 GREG D SJUTS 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 KATHY STEWART GOVERNING BOARD 2.00 X 0 0 0 GLEN J SUPPES GOVERNING BOARD 2.00 X 0 0 0 COSIMO TANGORRA JR GOVERNING BOARD 2.00 X 0 0 0 MAX R TANNER 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 SCOTT THIELMAN 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 MARIE WILES GOVERNING BOARD 2.00 X 0 0 0 CHRIS WILSON GOVERNING BOARD 2.00 X 0 0 0 DAVID S YOUNCE GOVERNING BOARD 2.00 X 0 0 0 DANIEL DOMENECH EXECUTIVE DIRECTOR 40.00 X 451664 0 17767 CHUCK WOODRUFF COO 40.00 X 222801 0 12104 EVELYN GILLIAM DIRECTOR OF FINANCE 40.00 X 158018 0 13113 MORT SHERMAN ASSOC EXEC DIR 40.00 X 173729 0 13376 SHARON ADAMS-TAYLOR ASSOC EXEC DIR 40.00 X 168218 0 12741 CHRIS DAW ASSOC EXEC DIR 40.00 X 150381 0 16916 CJ REID ASSOC EXEC DIR 40.00 X 140743 0 27940 NOELLE ELLERSON ASSOC EXEC DIR 40.00 X 140648 0 24017 JAY GOLDMAN EDITOR, SA 40.00 X 116505 0 24166 HEIDI SCHMIDT DIR, CORPORATE & STRATEGIC 40.00 X 192604 0 13001 MARYANN JOBE DIR, LEADERSHIP DEVELOPMENT 40.00 X 128862 0 6644 2044173 0 181785 12 0 1 0 NATIONAL TRADE PRODUCTIONS INCCREATIVE PO BOX 744812 ATLANTA GA 303744534 MEMBERSHIP AND NATIONAL CONFERENCE MARKE 327259 VALERIA SILVA 2740 CHISHOLM AVENUE NORTH ST PAUL MN 55109 CONSULTING SERVICES FOR AGREEMENT WITH D 146635 2 2593370 2593370 MEMBERSHIP DUES 900099 3218614 3218614 LEADERSHIP SERVICES 900099 2225496 2225496 CONVENTION REVENUE 900099 1980336 1973651 6685 ADVERTISING REVENUE 541800 349046 349046 LEADERSHIP DEVELOPMENT 900099 90999 90999 42747 42747 7907238 220495 220495 1578793 1578793 129603 115437 14166 14166 14166 21566 12587 8979 8979 OTHER INCOME 900099 177711 177711 WEBSITE ADVERTISING 541800 121143 121143 LIST RENTAL 541860 686 686 299540 12622581 7551507 491726 1985978 X 1480497 797823 607431 75243 2101660 1132562 862287 106811 118924 64087 48793 6044 1084155 584239 444816 55100 258135 139106 105910 13119 21837 10621 11216 50100 50100 37237 37237 2142655 2045517 97138 61701 60621 630 450 630792 616036 14670 86 323835 13215 310620 251084 251084 1052603 988409 51743 12451 1548675 1527416 20186 1073 161154 161154 OTHER COSTS 337796 174926 162870 SUBCONTRACTS 336420 336420 BAD DEBT 166526 166526 CREDIT CARD DISCOUNTS 81922 81922 12247708 8903236 3074095 270377 400 400 5630501 5486342 524694 656636 156672 167433 200129 243288 5753436 2444869 3459388 3308567 5197595 5887503 2472929 2336754 536190 578447 18178498 18665370 1216979 1203443 3176001 3197606 2156226 1953728 3839374 3816368 10388580 10171145 X 7639667 8334850 251 9375 150000 150000 7789918 8494225 18178498 18665370 X 374873 264185 65249 X 0 1 X 1 0 X 184263 4739729 5858333 6549183 5811984 23143492 3389760 4268913 3764745 4229585 4332893 19985896 280971 144279 116014 156078 205829 903171 3854994 9152921 9739092 10934846 10350706 44032559 0 0 0 44032559 1224792 1463436 1716156 1750907 1922339 8077630 1224792 1463436 1716156 1750907 1922339 8077630 12324 12324 5079786 10616357 11467572 12685753 12273045 52122513 0.84480 0.86860 0.15500 0.13120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76806 76806 12375732 12452538 772627 193157 0 0 684059 700953 769949 772627 2927588 4391382 411046 333064 46378 76806 867294 171015 175238 192487 193157 731897 1097846 1178698 28605 9124 1915 1214512 1195869 26754 75 44000 1178698 1168651 27143 75 1195869 1142545 26031 75 1168651 1121142 27016 78 5691 1142545 0.86880 0.12350 0.00770 0 0 1120555 1120555 2826367 754200 2072167 18102 18102 0 1788412 1672567 115845 3308567 93092.97-VG FIXED INC SECS F STRM INGRA AD FD #539 (VFSUX) 999561 F 4927.02-VANGAURD 500 INDEX FUND (VFIAX) 1337193 F 2336754 ACCRUED POSTRETIREMENT MEDICAL BENEFITS 3303679 DEFERRED COMPENSATION 506389 DEFERRED RENT DEPOSIT 6300 3816368 X 12977553 264185 264185 12713368 37237 -128024 -90787 12622581 12273246 62775 62775 12210471 37237 37237 12247708 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 (IRS) REGULATIONS, RENTAL INCOME, ADVERTISING EARNED IN THE PUBLICATION OF THE ASSOCIATION'S MAGAZINES, AND QUALIFIED PRE-TAX 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 ASSOCIATION'S TAX POSITION AND IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS; THEREFORE, NO TAX LIABILITIES HAVE BEEN RECORDED AS OF JUNE 30, 2019, 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 -12,587. RENTAL EXPENSES REPORTED ON LINE 6B -115,437. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON LINE 10B 12,587. MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT -65,249. RENTAL EXPENSES REPORTED ON LINE 6B 115,437. X 1 1 X X 0 0 0 1 0 0 0 0 0 DANIEL DOMENECH EXECUTIVE DIRECTOR 420311 0 0 0 31353 0 13750 0 5315 0 470729 0 0 0 CHUCK WOODRUFF COO 219601 0 0 0 3200 0 11526 0 2014 0 236341 0 0 0 EVELYN GILLIAM DIRECTOR OF FINANCE 140434 0 0 0 17584 0 8440 0 6199 0 172657 0 0 0 MORT SHERMAN ASSOC EXEC DIR 170865 0 0 0 2864 0 9148 0 5544 0 188421 0 0 0 SHARON ADAMS-TAYLOR ASSOC EXEC DIR 165433 0 0 0 2785 0 8943 0 5084 0 182245 0 0 0 CHRIS DAW ASSOC EXEC DIR 149894 0 0 0 487 0 8014 0 10366 0 168761 0 0 0 CJ REID ASSOC EXEC DIR 138207 0 0 0 2536 0 7622 0 21293 0 169658 0 0 0 NOELLE ELLERSON ASSOC EXEC DIR 140374 0 0 0 274 0 7608 0 17783 0 166039 0 0 0 HEIDI SCHMIDT DIR, CORPORATE & STRATEGIC 123776 0 68623 0 205 0 6594 0 7599 0 206797 0 0 0 PART I, LINE 1A DANIEL A. DOMENECH RECEIVED TRAVEL FOR COMPANION BENEFITS IN THE AMOUNT OF $9,145.15 WHICH WERE REPORTED AS TAXABLE COMPENSATION. PART I, LINE 5 A BONUS PLAN WAS AVAILABLE TO EMPLOYEES WHO WERE DIRECTLY RESPONSIBLE FOR GENERATING REVENUE THROUGH CORPORATE AND STRATEGIC PARTNERSHIPS. THE BONUS WAS AWARDED WHEN REVENUE EXCEEDED THE APPROVED BUDGET CATEGORY FOR THE FISCAL YEAR BY THIRTY PERCENT. ONCE THE REVENUE GOAL WAS ACHIEVED, A BONUS WAS PAID REPRESENTING FIFTY PERCENT OF THE EMPLOYEE'S BASE SALARY. 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 429,960. MANAGEMENT AND GENERAL EXPENSES 93,892. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 523,852. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 49,048. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,048. HONORARIUM: PROGRAM SERVICE EXPENSES 80,125. MANAGEMENT AND GENERAL EXPENSES 3,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,125. BROKERAGE & COMMISSION: PROGRAM SERVICE EXPENSES 53,028. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,028. ROYALTY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21. LIST RENTAL: PROGRAM SERVICE EXPENSES 23,869. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,869. PUBLICATION SERVICES: PROGRAM SERVICE EXPENSES 9,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,250. PRESIDENT'S SUBSIDY: PROGRAM SERVICE EXPENSES 50,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,000. LEAD TEACHERS: PROGRAM SERVICE EXPENSES 310,567. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 310,567. MENTORS: PROGRAM SERVICE EXPENSES 231,725. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 231,725. CRISIS HOTLINE SUPPORT: PROGRAM SERVICE EXPENSES 4,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,850. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 803,095. MANAGEMENT AND GENERAL EXPENSES 225. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 803,320. FORM 990, PART XI, LINE 9: MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT 65,249.