2019-10-11T09:29:35-05:00 2019-05-31 521855942 TATE & TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2018-06-01 526057004 NATIONAL COUNCIL OF TEACHERS OF MATHEMATICS NATI 7036209840 1906 ASSOCIATION DRIVE RESTON VA 201911502 KENNETH L KREHBIEL EXECUTIVE DIRECTOR 7036209840 2019-10-11 1 ELIZABETH HELLER P00397829 2022932200 216.59.105.130 2019-10-11 09:29:30 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8B6C6DF7A8E3B84B5AE7D1943EC3750B5C691B8F 2018 2019-02-21 02:37:17Z KENNETH L KREHBIEL 1906 ASSOCIATION DRIVE RESTON VA 201911502 18274225 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 54 200 366885 0 134779 301126 10790250 9868071 797742 330147 2429390 2102001 14152161 12601345 112690 109372 0 0 5522562 4908022 0 0 40653 9206508 8490203 14841760 13507597 -689599 -906252 20181025 19914512 4904692 5428585 15276333 14485927 X THE NATIONAL COUNCIL OF TEACHERS OF MATHEMATICS SUPPORTS AND ADVOCATES FOR THE HIGHEST-QUALITY MATHEMATICS TEACHING AND LEARNING FOR EACH AND EVERY STUDENT. 1 0 4109437 0 4317271 MEMBERSHIP - FOUNDED IN 1920, NCTM IS THE WORLD'S LARGEST MATHEMATICS EDUCATION ORGANIZATION WITH 38,000 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. 3695067 109372 5152051 CONFERENCES AND PROFESSIONAL DEVELOPMENT - NCTM HOLDS AN ANNUAL MEETING AND EXPOSITION ALONG WITH THREE REGIONAL MEETINGS EACH YEAR, WITH A 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. 1964312 0 2881141 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 PUBLICATION, CATALYZING CHANGE IN HIGH SCHOOL MATHEMATICS: INITIATING CRITICAL CONVERSATIONS (2018), DEVELOPED BY HIGH SCHOOL TEACHERS, DISTRICT LEADERS, UNIVERSITY FACULTY, AND MATHEMATICIANS, IDENTIFIES THE VEXING ISSUES THAT HAVE LONG PLAGUED HIGH SCHOOL MATHEMATICS EDUCATION. NCTM PUBLISHES FIVE PEER REVIEWED JOURNALS. 243148 0 0 OTHER PROGRAMS AND SPECIAL PROJECTS 243148 0 0 10011964 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 1 237 0 1 54 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 ROBERT Q BERRY III PRESIDENT 37.50 0.00 X X 143909 0 0 MATTHEW LARSON PAST-PRESIDENT 18.80 0.00 X X 105482 0 0 TRENA L WILKERSON PRESIDENT-ELECT 18.80 0.00 X X 0 0 0 SARAH BUSH DIRECTOR 2.00 0.00 X 0 0 0 LINDA DAVENPORT DIRECTOR 2.00 0.00 X 0 0 0 DAVID EBERT DIRECTOR 2.00 0.00 X 0 0 0 LORIE HUFF DIRECTOR 2.00 0.00 X 0 0 0 DEANN HUINKER DIRECTOR 2.00 0.00 X 6646 0 0 BETH KOBETT DIRECTOR 2.00 0.00 X 0 0 0 CAROL MATSUMOTO DIRECTOR 2.00 0.00 X 0 0 0 JENNIFER OUTZS DIRECTOR 2.00 0.00 X 0 0 0 JOHN SANGIOVANNI DIRECTOR 2.00 0.00 X 1500 0 0 JEFF SHIH DIRECTOR 2.00 0.00 X 0 0 0 JASON SLOWBE DIRECTOR 2.00 0.00 X 0 0 0 DENISE SPANGLER DIRECTOR 2.00 0.00 X 1193 0 0 DANIEL J TEAGUE DIRECTOR 2.00 0.00 X 0 0 0 DENISE WALSTON DIRECTOR 2.00 0.00 X 0 0 0 KENNETH L KREHBIEL EXECUTIVE DIRECTOR 37.50 0.00 X 294571 0 54436 DAVID M SHAYKA COO & CFO 37.50 0.00 X 212043 0 53465 RICHARD H ALDRIDGE DIRECTOR OF INFORMATION TECHNOLOGY 37.50 0.00 X 166006 0 50573 DAVID E BARNES ASSOC EXEC DIRECTOR RESEARCH, LEARNING & PROF DEVE 37.50 0.00 X 159284 0 18903 ELEANORE TAPSCOTT DIRECTOR OF PUBLICATIONS 37.50 0.00 X 125876 0 33068 EILEEN MURPHY DIRECTOR OF MEMBERSHIP 37.50 0.00 X 112959 0 21944 ALBERT J GOETZ SENIOR MATHEMATICS EDITOR 37.50 0.00 X 124205 0 27811 1453674 0 260200 10 0 1 0 BRIGHT KEY 60 WEST STREET ANNAPOLIS MD 21401 CALL CENTER AND WAREHOUSE OUTSOURCING 536669 FREEMAN COMPANIES PO BOX 650036 DALLAS TX 75265 CONFERENCE PLANNING 416310 IMAGINATION PUBLISHING LLC 600 WEST FULTON CHICAGO IL 60661 JOURNAL DESIGN 299723 FREEMAN AUDIO VISUAL PO BOX 650519 DALLAS TX 75265 CONFERENCE AV AND OUTSOURCED LABOR 292507 SHOWCARE EVENT SOLUTIONS CORP 550-5524 ST PATRICK STREET MONTREAL QC CA H4E 1A8 CONFERENCE REGISTRATION OUTSOURCING 280694 18 21798 279328 301126 CONVENTION/EXHIBITS 900099 5152051 5152051 MEMBERSHIP DUES 900099 4317271 4317271 ADVERTISING 541800 398749 347829 50920 9868071 356609 356609 66654 66654 5192173 5218635 -26462 -26462 -26462 2482392 454245 2028147 2009091 19056 OTHER INCOME 900099 7200 7200 7200 12601345 11478413 366885 454921 X 17000 17000 92372 92372 761695 398463 363232 2997599 1834392 1163207 404052 228662 175390 744676 421428 323248 33471 33471 66465 66465 33000 33000 140415 140415 2022337 1438384 570903 13050 394996 393847 1149 1223821 1168420 46383 9018 40647 40647 150321 150321 100968 100968 632349 597364 27472 7513 2446406 2421058 25348 172346 172346 65012 19718 45294 MEMBERSHIP RETENTION 390092 390092 BANK CHARGES 235560 198321 37239 MISCELLANEOUS 228963 190645 38318 DUES & SUBSCRIPTIONS 30232 903 18257 11072 82802 17574 65228 13507597 10011964 3454980 40653 830102 975379 423374 503391 1123 1123 751863 699824 640750 534382 149190 279712 9673551 8045451 1786329 1628100 15598294 15292601 20181025 19914512 1485547 2506565 2928387 2442645 490758 479375 4904692 5428585 X 13874829 13053453 810249 837703 591255 594771 15276333 14485927 20181025 19914512 -906252 115846 0 X X 0 1 X 1 0 X 5391534 5178928 4753582 4683188 4618397 24625629 9488947 8319449 7712046 8507222 7685363 41713027 14880481 13498377 12465628 13190410 12303760 66338656 0 0 0 66338656 577303 532536 438536 410941 423263 2382579 577303 532536 438536 410941 423263 2382579 3120 8900 4800 5150 7200 29170 15460904 14039813 12908964 13606501 12734223 68750405 0.96490 0.96300 0.03470 0.03660 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON 45607 45607 13648121 13693728 834686 208672 0 0 1000000 972089 895929 834686 3702704 5554056 47597 34336 33677 45607 161217 250000 243022 223982 208672 925676 1388514 45607 45607 847548 3516 14572 24949 840687 797164 35423 91172 76211 847548 748280 883 69663 21662 797164 773550 4905 -6370 23805 748280 714307 47237 30645 18639 773550 0.70750 0.29250 0 0 129109 129109 5061816 3592674 1469142 4482626 4452777 29849 1628100 POSTRETIREMENT BENEFITS OBLIGATION 479375 479375 13031021 115846 454245 570091 12460930 140415 140415 12601345 13821427 454245 454245 13367182 140415 140415 13507597 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 454,245. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 454,245. 1 ROWAN UNIVERSITY 1 JARELL FARM DRIVE NEWARK NJ 19711 222764819 115 6000 7-12 CLASSROOM RESEARCH GRANT GEORGIA STATE UNIVERSITY 58 EDGEWOOD AVENUE NE 3RD FLOOR ATLANTA GA 30312 581845423 115 6000 CLASSROOM RESEARCH GRANT 2 0 PROGRAM OF MATHEMATICS STUDY AND ACTIVE PROFESSIONALISM GRANTS, PREK-6(MAY-FRYE) 2 33644 DESIGNING INNOVATIVE LESSONS AND ACTIVITIES FOR MATHEMATICS TEACHING (K-8) 3 12762 PROSPECTIVE 7-12 SECONDARY TEACHER COURSE WORK SCHOLARSHIPS (DEMANA-WAITS) 1 10000 FUTURE LEADER INITIAL NCTM ANNUAL CONFERENCE ATTENDANCE AWARD 5 7500 1825 FMV ATTENDANCE AT CONFERENCES PROSPECTIVE TEACHER NCTM ANNUAL CONFERENCE ATTENDANCE AWARD (PRE-K12) 4 6000 1060 FMV ATTENDANCE AT CONFERENCES EMERGING TEACHER LEADERS IN ELEMENTARY SCHOOL MATHEMATICS GRANT PREK - 5 1 6000 EQUITY IN MATHEMATICS GRANT 6-12 1 5330 ENHANCING STUDENT LEARNING THROUGH THE USE OF TOOLS AND TECHNOLOGY GRANTS, PREK-12 (ISABELLE RUCKER/NCTM) 2 4642 MATHEMATICS GRADUATE COURSEWORK PREK-5 1 3200 MATHEMATICS GRADUATE COURSEWORK 9-12 1 3200 MATHEMATICS GRADUATE COURSEWORK 6-8 1 3200 TEACHER PROFESSIONAL DEVELOPMENT (PREK-5) 1 3000 PROSPECTIVE MIDDLE SCHOOL COURSE WORK SCHOLARSHIPS, 6-8 (BRENNAN), 1 3000 ADVANCED MATHEMATICS EDUCATION COURSE WORK SCHOLARSHIP 9-12 1 3000 PREK-8 PRESERVICE TEACHER ACTION RESEARCH GRANT (DUNCAN/NCTM), AWARDED TO 1 2348 PROFESSIONAL DEVELOPMENT SCHOLARSHIP EMPHASIZING THE HISTORY OF MATHEMATICS, 6-12 (BEZUSZKA/NCTM) AWARDED TO 1 1538 PART I, LINE 2: NCTM REQUIRES WRITTEN REPORTS AND DOCUMENTATION TO FINALIZE THE GRANT AWARD. X X X 1 0 0 0 0 0 0 0 0 KENNETH L KREHBIEL EXECUTIVE DIRECTOR 290619 0 0 0 3952 0 33824 0 21532 0 349927 0 0 0 DAVID M SHAYKA COO & CFO 210663 0 0 0 1380 0 26368 0 28017 0 266428 0 0 0 RICHARD H ALDRIDGE DIRECTOR OF INFORMATION TECHNOLOGY 165425 0 0 0 581 0 20639 0 30768 0 217413 0 0 0 DAVID E BARNES ASSOC EXEC DIRECTOR RESEARCH, LEARNI 158222 0 0 0 1062 0 18903 0 2763 0 180950 0 0 0 ELEANORE TAPSCOTT DIRECTOR OF PUBLICATIONS 124680 0 0 0 1196 0 15169 0 20935 0 161980 0 0 0 ALBERT J GOETZ SENIOR MATHEMATICS EDITOR 89310 0 0 0 34895 0 10800 0 18090 0 153095 0 0 0 PART I, LINE 4A ALBERT J. GOETZ RECEIVED A SEVERANCE PAYMENT OF $24,951 FORM 990, PART III, LINE 2 PROFESSIONAL LEARNING SERVICES PROGRAM: CONDUCTS SMALL SEMINAR BASED TRAININGS. 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 1,438,384. MANAGEMENT AND GENERAL EXPENSES 570,903. FUNDRAISING EXPENSES 13,050. TOTAL EXPENSES 2,022,337. FORM 990, PART XI, LINE 2C THE AUDIT REVIEW PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. 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.