2018-04-12T12:31:12-05:00 2017-05-31 205991824 SC&H Tax & Advisory Services LLC 910 Ridgebrook Road Sparks MD 21152 990 2016-06-01 520953609 The International Dyslexia Association Inc INTE 4102960232 40 York Road 4th Floor Towson MD 21204 David Holste CFO 4102960232 2018-04-10 1 Mike Young P00236952 4104031500 2018-04-10 50.206.141.66 2018-04-10 10:18:59 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F046CECD41032A94B50A0BCB1B86B7140E445274 2016 2021-01-29 14:40:06Z Rick Smith 40 York Road 4th Floor Towson MD 21204 2548041 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. 17 17 18 910 66690 0 349632 244779 2114551 2114880 17714 17818 85924 68090 2567821 2445567 0 0 0 0 816481 1204512 0 0 304234 1477254 1542386 2293735 2746898 274086 -301331 3755564 3626881 1388527 1532013 2367037 2094868 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 755403 886688 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. 708754 637577 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. 308887 32642 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. 354796 523925 Educator Training: - Designs, and makes available to parents and professionals, training materials related to the principles and practices of Structured Literacy, including: o Information fact sheets o Online webinars o Articles and readings o Newsletters- Program provides credentials to educators who are qualified to teach individuals with dyslexia to read- Articulates an educator preparation program Accreditation model aligned with the principles and practices of Structured Literacy and: o Reviews program applications; accredits programs; monitors accredited programs; reaccredits programs according to this articulated model; o Prepares guidance documents and resources for programs interested in seeking accreditation and those holding accreditation 354796 523925 2127840 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 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 9 0 18 1 1 1 0 0 0 0 1 1 0 0 0 1 0 X 17 17 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 HAL MALCHOW Immediate Past-Chair (PT YR) 15.00 X X 0 0 0 MARY WENNERSTEN MEd Vice Chair 1.00 X X 0 0 0 ELSA CARDENAS-HAGAN EDD Vice Chair (Part Year) 2.00 X X 0 0 0 Ben Shifrin MEd Vice Chair (Part Year) 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 X 0 0 0 STEPHANIE AL OTAIBA PHD Director 1.00 X 0 0 0 C Wilson Anderson Director 1.00 X 0 0 0 CAROLYN BLACKWOOD Director (Part Year) 1.00 X 0 0 0 PAUL CARBONNEAU Director 1.00 X 0 0 0 Nancy Coffman MSCALTQl Director 1.00 X 0 0 0 JOE FULD 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 HOWARD KURMAN Director (Part Year) 1.00 X 0 0 0 MONICA MCHALE-SMALL Director 1.00 X 0 0 0 LEE SIANG Director 1.00 X 0 0 0 LARRY SIMPSON Director (Part Year) 1.00 X 0 0 0 THOMAS STEWLER Director 1.00 X 0 0 0 EDWARD C TAYLOR PHD Director 1.00 X 0 0 0 CAROLE WILLS Director (Part Year) 1.00 X 0 0 0 LIZ WOODY Director 1.00 X 0 0 0 Rick Smith Chief Executive Officer 50.00 X 164126 0 9838 Newton Guerin Chief Operating Officer 50.00 X 101854 0 1662 David Holste Chief Financial Officer 55.00 X 82930 0 1000 348910 0 12500 2 0 1 0 0 22707 222072 1610 244779 Program Fees 900099 886688 886688 Membership Dues 900099 596207 596207 Education Training 900099 523925 523925 Advertising 541800 66690 66690 Branch Fees 900099 41370 41370 2114880 11420 11420 37462 37462 21437 15039 6398 6398 6398 0 22707 2585 -2585 -2585 117492 84850 32642 32642 Miscellaneous 900099 571 571 571 2445567 2080832 66690 53266 383761 293743 56499 33519 680442 494797 101986 83659 59030 43056 9226 6748 81279 60176 12136 8967 12163 12163 31012 31012 1154 1154 136247 131320 2191 2736 3927 3458 469 117614 82577 14026 21011 49142 39432 9319 391 103280 77460 15492 10328 102095 91314 6137 4644 274133 184763 10538 78832 92390 69292 13859 9239 30457 22843 4568 3046 Equipment and Facilitie 279761 244736 19927 15098 Branch Dues and Other S 181030 181030 Miscellaneous Expense 67713 57127 5656 4930 Printing 60268 38553 1098 20617 2746898 2127840 314824 304234 208960 4890 533564 224956 204975 43858 41679 182754 220103 27179 17267 64016 83178 2392337 530416 1886874 1861921 343328 922515 234533 266561 5542 3792 3755564 3626881 195976 181510 169431 184910 1023120 983593 182000 1388527 1532013 X 2032444 1780256 314593 294612 20000 20000 2367037 2094868 3755564 3626881 X -301331 28950 212 X X 0 1 X 1 0 X 558587 298676 213003 349632 244779 1664677 1653761 1731627 1694306 2161664 2165682 9407040 2212348 2030303 1907309 2511296 2410461 11071717 36000 78500 85350 85985 52700 338535 0 36000 78500 85350 85985 52700 338535 10733182 10665 45530 67271 46829 48882 219177 10665 45530 67271 46829 48882 219177 58530 1379 535 571 61015 2281543 2075833 1975959 2558660 2459914 11351909 0.94550 0.94540 0.01930 0.01610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20000 20000 20000 20000 20000 20000 20000 20000 20000 20000 1.00000 0 0 408908 408908 1932427 516942 1415485 30975 4922 26053 20027 8552 11475 1861921 X 2589631 28950 116268 145218 2444413 1154 1154 2445567 2894728 148984 148984 2745744 1154 1154 2746898 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 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 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 ultimate 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, 2017 and 2016. IDA is subject to taxation in various jurisdictions. IDA remains subject to examination by U.S. Federal and various state authorities for the years ended May 31, 2014 through 2017. Part XI, Line 2d - Other Adjustments: Cost of Goods Sold Inventory 84,850. Revenue from Center for Effective Reading Instruction, Inc. 28,621. CHANGE IN PRESENT VALUE OF CHARITABLE LEAD ANNUNITY TRUSTS 212. Fundraising Expenses for Special Events 2,585. Part XI, Line 4b - Other Adjustments: Investment Management Fees 1,154. Part XII, Line 2d - Other Adjustments: Cost of Goods Sold Inventory 84,850. Expenses from Center for Effective Reading Instruction, Inc. 62,933. Fundraising Expenses for Special Events 2,585. Other Expenses -1,384. Part XII, Line 4b - Other Adjustments: Investment Management Fees 1,154. Silent Auction 21520 21520 1748 Silent Auction - Spring 1187 1187 837 22707 22707 2585 2585 -2585 X X X X X 0 0 0 0 0 0 0 0 0 Rick Smith Chief Executive Officer 163730 0 0 0 396 0 0 0 9838 0 173964 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 212. FORM 990, PAGE 12, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. Center for Effective Reading Instruction 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 220103