2019-03-21T09:58:12-05:00 2018-05-31 205991824 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2017-06-01 520953609 THE INTERNATIONAL DYSLEXIA ASSOCIATION INC INTE 4102960232 40 YORK ROAD 4TH FLOOR TOWSON MD 21204 DAVID HOLSTE CFO 4102960232 2019-02-22 1 MIKE YOUNG P00236952 4104031500 2019-02-22 76.100.76.148 2019-02-22 07:14:16 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0D4461F916D513B3B03BFB10511425154532CAA7 2017 2019-02-21 02:37:17Z RICK SMITH 40 YORK ROAD 4TH FLOOR TOWSON MD 21204 2947557 0 X HTTP://DYSLEXIAIDA.ORG/ X 1957 CT THE ORGANIZATION IS DEDICATED TO THE STUDY AND TREATMENT OF THE LEARNING DISABILITY DYSLEXIA AS WELL AS RELATED LANGUAGE-BASED LEARNING DIFFERENCES. 20 20 23 900 63601 0 244779 364202 2114880 2277138 17818 40417 68090 85468 2445567 2767225 0 0 0 0 1204512 1432753 0 0 383660 1542386 1830019 2746898 3262772 -301331 -495547 3626881 3279233 1532013 1667441 2094868 1611792 X THE ORGANIZATION IS DEDICATED TO THE STUDY AND TREATMENT OF THE LEARNING DISABILITY DYSLEXIA AS WELL AS RELATED LANGUAGE-BASED LEARNING DIFFERENCES. 0 0 1026916 1200410 CONFERENCE-IDA'S ANNUAL INTERNATIONAL CONFERENCE IS THE PREMIER PROFESSIONAL DEVELOPMENT CONFERENCE DEDICATED TO READING, LITERACY AND LEARNING. THE CONFERENCE BRINGS IN EXPERTS FROM ALL OVER THE WORLD TO EDUCATE ATTENDEES ON THE LATEST RESEARCH, REMEDIATION, AND MORE. THE ANNUAL CONFERENCE IS ATTENDED BY MORE THAN 2,000 TEACHERS, EDUCATORS, ADMINISTRATORS, READING SPECIALISTS, RESEARCHERS, UNIVERSITY FACULTY, PSYCHOLOGISTS, PHYSICIANS, TUTORS, AND PARENTS. IN ADDITION TO SESSIONS, THE CONFERENCE HOSTS MANY NETWORKING AND SOCIAL EVENTS, AN EXHIBIT HALL WITH MORE THAN 80 EXHIBITORS SPECIALIZING IN EDUCATIONAL PRODUCTS AND SERVICES, VISITS TO SPECIALTY SCHOOLS, AND RECOGNITION OF INDIVIDUALS AND GROUPS THAT WORK TO IMPROVE THE LIVES OF PEOPLE LIVING WITH DYSLEXIA. 716619 639728 MEMBER AND BRANCH SERVICES-MEMBERSHIP IN IDA PROVIDES INDIVIDUALS WITH RESOURCES, NETWORKING OPPORTUNITIES AND CONNECTIONS WITH COMMUNITY-BASED BRANCHES. MEMBERS ALSO RECEIVE DISCOUNTS ON PUBLICATIONS, NATIONAL EVENTS AND BRANCH EVENTS. BRANCH DEVELOPMENT AND SUPPORT PROVIDES THE TOOLS, TRAININGS, AND SUPPORT FOR IDA BRANCHES TO DELIVER MISSION RELATED INFORMATION AND ACTIVITIES. 284338 54590 PUBLICATION AND INFORMATION-PUBLICATION, INFORMATION AND REFERRAL, AND COMMUNICATION SERVICES PROVIDED RELEVANT TO DYSLEXIA AND OTHER LEARNING DISABILITIES THROUGHOUT THE UNITED STATES AND INTERNATIONALLY. PUBLICATIONS INCLUDE BOOKS; FACT SHEETS; A PEER-REVIEWED JOURNAL FOR RESEARCHERS; A RESEARCH-TO-PRACTICE QUARTERLY JOURNAL FOR PROFESSIONALS AND FAMILIES; TWO E-NEWSLETTERS FOR PROFESSIONAL, PARENT, AND INTERNATIONAL AUDIENCES; HANDBOOKS FOR PARENT, TEACHERS, AND GLOBAL PARTNERS; AND ADDITIONAL CONTENT PROVIDED VIA WEB AND SOCIAL MEDIA POSTINGS. 566045 373399 EDUCATOR TRAINING:-ARTICULATES AN EDUCATOR PREPRARTION PROGRAM ACCREDITATION MODEL ALIGNED WITH THE PRINCIPLES AND PRACTICES OF STRUCTURED LITERACY AND: -REVIEW PROGRAM APPLICATIONS; ACCREDITS PROGRAMS; MONITORS ACCREDITED PROGRAMS; REACCREDITS PROGRAMS ACCORDING TO THIS ARTICULATED MODEL -PREPARES GUIDANCE DOCUMENTS AND RESOURCES FOR PROGRAMS INTERESTED IN SEEKING ACCREDITATION AND THOSE HOLDING ACCREDITATION 566045 373399 2593918 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 2 0 23 1 1 1 0 0 0 0 1 1 0 0 0 1 0 X 20 20 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 MD CT NY X X RICK SMITH 4102960232 40 YORK ROAD 4TH FLOOR TOWSON MD 21204 JENNIFER TOPPLE CHAIRMAN OF THE BOARD 15.00 X X 0 0 0 ELSA CARDENAS-HAGAN EDD VICE CHAIR 2.00 X X 0 0 0 MARY WENNERSTEN MED VICE CHAIR 1.00 X X 0 0 0 LARRY ORRACH MED TREASURER 6.00 X X 0 0 0 SUZANNE CARREKER PHD SECRETARY 7.00 X X 0 0 0 MARY JO O'NEILL MED BRANCH COUNCIL CHAIR 10.00 X 0 0 0 STEPHANIE AL OTAIBA PHD DIRECTOR 1.00 X 0 0 0 C WILSON ANDERSON DIRECTOR (PART YEAR) 1.00 X 0 0 0 DEAN BRAGONIER DIRECTOR 1.00 X 0 0 0 TOM BRENNAN DIRECTOR 1.00 X 0 0 0 PAUL CARBONNEAU DIRECTOR 5.00 X 0 0 0 NANCY COFFMAN MS CALT-QI DIRECTOR 1.00 X 0 0 0 ANGUS HAIG DIRECTOR 1.00 X 0 0 0 FUMIKO HOEFT DIRECTOR 1.00 X 0 0 0 MERVYN JONES DIRECTOR 1.00 X 0 0 0 MONICA MCHALE-SMALL DIRECTOR (PART YEAR) 1.00 X 0 0 0 LIZ REMINGTON MED DIRECTOR 1.00 X 0 0 0 SHAWN ROBINSON PHD DIRECTOR 1.00 X 0 0 0 VIVECA SERAFY DIRECTOR 1.00 X 0 0 0 JOAQUIN SERRA DIRECTOR 1.00 X 0 0 0 LEE SIANG DIRECTOR 1.00 X 0 0 0 THOMAS STREWLER DIRECTOR 1.00 X 0 0 0 RICK SMITH CHIEF EXECUTIVE OFFICER 50.00 X 163754 0 11190 NEWTON GUERIN CHIEF OPERATING OFFICER 50.00 X 108949 0 1549 DAVID HOLSTE CHIEF FINANCIAL OFFICER 60.00 X 96730 0 1138 JULE MCCOMBES-TOLIS CHIEF ACADEMIC OFFICER 40.00 X 43514 0 476 412947 0 14353 2 0 1 0 AUDIO VISUAL ONE PO BOX 1115 BEDFORD PARK IL 604991115 INFORMATION TECHNOLOGY 128679 1 24385 339817 2630 364202 PROGRAM FEES 900099 1200410 1200410 MEMBERSHIP DUES 900099 609208 609208 EDUCATION TRAINING 900099 373399 373399 ADVERTISING 541800 63601 63601 BRANCH FEES 900099 30520 30520 2277138 12015 12015 32687 32687 111288 82886 28402 28402 28402 0 24385 1813 -1813 -1813 150223 95633 54590 54590 MISCELLANEOUS 900099 4 4 4 2767225 2268127 63601 71295 496199 368913 56920 70366 776911 577616 89121 110174 57603 42827 6608 8168 102040 75865 11705 14470 9659 7938 889 832 42205 42205 534 534 166170 163652 2518 1869 1839 30 147215 96435 11765 39015 45647 37581 7117 949 106300 83977 10630 11693 123408 116522 3385 3501 346448 283082 15711 47655 130300 108256 6543 15501 32980 26054 3298 3628 EQUIPMENT AND FACILITIE 361327 328546 18325 14456 BRANCH DUES AND OTHER S 189223 189223 MISCELLANEOUS EXPENSE 64482 56073 330 8079 PRINTING 62252 29519 108 32625 3262772 2593918 285194 383660 4890 48001 204975 123898 41679 6036 220103 220821 17267 9469 83178 73984 2405189 594422 1861921 1810767 922515 759565 266561 224650 3792 2042 3626881 3279233 181510 349170 184910 175506 983593 942765 182000 200000 1532013 1667441 X 1780256 1378257 294612 213535 20000 20000 2094868 1611792 3626881 3279233 X -495547 -2822 -998 16291 X X 0 1 X 1 0 X 298676 213003 349632 244779 364202 1470292 1731627 1694306 2161664 2165682 2363760 10117039 2030303 1907309 2511296 2410461 2727962 11587331 78500 85350 85985 52700 91339 393874 0 78500 85350 85985 52700 91339 393874 11193457 45530 67271 46829 48882 44702 253214 45530 67271 46829 48882 44702 253214 1379 535 571 4 2489 2075833 1975959 2558660 2459914 2772668 11843034 0.94520 0.94550 0.02140 0.01930 X 20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 1.00000 0 0 408908 408908 1932427 567745 1364682 43135 15743 27392 20719 10934 9785 1810767 X 2896326 -2822 132457 129635 2766691 534 534 2767225 3380155 117917 117917 3262238 534 534 3262772 PART V, LINE 4: THE ORGANIZATION USES THE ENDOWMENT FUNDS FOR RESEARCH IN DYSLEXIA TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. PART X, LINE 2: ASC 740, INCOME TAXES (ASC 740), PRESCRIBES A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AS WELL AS GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES AND CONSOLIDATED FINANCIAL STATEMENT REPORTING DISCLOSURES. FOR THESE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AMOUNT RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT. IDA RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURE AS A COMPONENT OF INCOME TAX EXPENSE. IDA DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF MAY 31, 2018 AND 2017. IDA IS SUBJECT TO TAXATION IN VARIOUS JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INVENTORY 95,633. REVENUE FROM CENTER FOR EFFECTIVE READING INSTRUCTION, INC. 18,720. CHANGE IN PRESENT VALUE OF CHARITABLE LEAD ANNUNITY TRUSTS 16,291. FUNDRAISING EXPENSES FOR SPECIAL EVENTS 1,813. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INVENTORY 95,633. EXPENSES FROM CENTER FOR EFFECTIVE READING INSTRUCTION, INC. 20,471. FUNDRAISING EXPENSES FOR SPECIAL EVENTS 1,813. OTHER EXPENSES SILENT AUCTION 24385 24385 1813 24385 24385 1813 1813 -1813 X X X X X 0 0 0 0 0 0 0 0 0 RICK SMITH CHIEF EXECUTIVE OFFICER 163754 0 0 0 0 0 0 0 11190 0 174944 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE GOVERNING BODY PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS ANNUALLY DISTRIBUTED TO THE BOARD OF DIRECTORS AND STAFF. ALL BOARD MEMBERS ARE PROVIDED A DISCLOSURE STATEMENT TO SIGN AT THE SPRING BOARD MEETING. IF THE BOARD MEMBERS DO NOT TURN IT IN BY THE END OF THE MEETING, THE CHIEF EXECUTIVE OFFICER WILL FOLLOW-UP WITH THE MEMBER VIA EMAIL TO REQUEST THE DOCUMENTATION. THE DISCLOSURES ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER FOR ANY CONFLICTS OR CONCERNS. ALL CONFLICTS ARE PRESENTED TO THE BOARD PRESIDENT FOR DISCUSSION TO DETERMINE IF FURTHER ACTION IS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY OF THE CHIEF EXECUTIVE OFFICER IS DETERMINED BY THE EXECUTIVE COMMITTEE, WHO USES AN INDEPENDENT SEARCH STUDY WHICH COMPARES SIMILAR POSITIONS AND ORGANIZATIONS. THE EXECUTIVE COMMITTEE UTILIZES A WRITTEN EMPLOYMENT CONTRACT WITH THE CHIEF EXECUTIVE OFFICER AND REVIEWS THE CHIEF EXECUTIVE OFFICER'S COMPENSATION DURING ITS ANNUAL REVIEW PROCESS. THE CHIEF EXECUTIVE OFFICER IS NOT PRESENT DURING THE EXECUTIVE COMMITTEE'S COMPENSATION DISCUSSIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. A COPY OF THE FORM 990 IS ALSO AVAILABLE ONLINE VIA WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: CHANGE IN PRESENT VALUE OF CHARITABLE LEAD ANNUITY TRUSTS 16,291. FORM 990, PAGE 12, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CENTER FOR EFFECTIVE READING INSTRUCTION INC 40 YORK RD 4TH FLOOR BALTIMORE MD 21204 475005293 CERTIFICATION MD 501(C)(6) INTERNATIONAL DYSLEXIA ASSOCIATION 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 CENTER FOR EFFECTIVE READING INSTRUCTION D 220821