2018-10-15T08:21:20-05:00 2018-05-31 521855942 TATE & TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2017-06-01 526057004 NATIONAL COUNCIL OF TEACHERS OF MATHEMATICS NATI 7036209840 1906 ASSOCIATION DRIVE RESTON VA 201911502 KENNETH L KREHBIEL EXECUTIVE DIRECTOR 7036209840 2018-10-15 1 ELIZABETH HELLER P00397829 2022932200 216.59.105.130 2018-10-15 08:21:18 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8B6C6DF7A8E3B84B5AE7D1943EC3750B5C691B8F 2017 2018-06-14 16:35:46Z KENNETH L KREHBIEL 1906 ASSOCIATION DRIVE RESTON VA 201911502 26566827 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 59 200 524253 -3639 134627 134779 10584704 10790250 547496 797742 2017915 2429390 13284742 14152161 112114 112690 0 0 6930649 5522562 0 0 50095 9363404 9206508 16406167 14841760 -3121425 -689599 19944427 20181025 4662667 4904692 15281760 15276333 X THE NATIONAL COUNCIL OF TEACHERS OF MATHEMATICS SUPPORTS AND ADVOCATES FOR THE HIGHEST-QUALITY MATHEMATICS TEACHING AND LEARNING FOR EACH AND EVERY STUDENT. 0 1 4635380 4548409 MEMBERSHIP - FOUNDED IN 1920, NCTM IS THE WORLD'S LARGEST MATHEMATICS EDUCATION ORGANIZATION WITH 45,000 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. 4315702 112690 5695389 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. 1891866 2331110 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. 117461 OTHER PROGRAMS AND SPECIAL PROJECTS 117461 10960409 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 1 244 0 1 59 1 1 1 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 X X 58859 0 0 MATTHEW LARSON PAST-PRESIDENT 18.80 X X 156739 0 0 DIANE BRIARS PAST-PRESIDENT 18.80 X X 27747 0 0 JENNIFER BAY-WILLIAMS DIRECTOR 2.00 X 513 0 0 JOHN SANGIOVANNI DIRECTOR 2.00 X 2500 0 0 OLIVE CHAPMAN DIRECTOR 2.00 X 0 0 0 KEVIN DYKEMA DIRECTOR 2.00 X 0 0 0 GINA KILDAY DIRECTOR 2.00 X 0 0 0 KAY WOHLHUTER DIRECTOR 2.00 X 0 0 0 LINDA DAVENPORT DIRECTOR 2.00 X 0 0 0 DAVID EBERT DIRECTOR 2.00 X 0 0 0 DEANN HUINKER DIRECTOR 2.00 X 0 0 0 DANIEL J TEAGUE DIRECTOR 2.00 X 0 0 0 BETH KOBETT DIRECTOR 2.00 X 0 0 0 JEFF SHIH DIRECTOR 2.00 X 0 0 0 JASON SLOWBE DIRECTOR 2.00 X 0 0 0 DENISE WALSTON DIRECTOR 2.00 X 0 0 0 KENNETH L KREHBIEL EXECUTIVE DIRECTOR 37.50 X 277704 0 53126 BRIAN S VAN DEN BERG ASSOC EXEC DIRECTOR FINANCE AND ADMINISTRATION (TE 37.50 X 87754 0 5109 DAVID M SHAYKA COO & CFO 37.50 X 205936 0 57584 RICHARD H ALDRIDGE DIRECTOR OF INFORMATION TECHNOLOGY & ADMINISTRATIV 37.50 X 159787 0 51967 DAVID E BARNES ASSOC EXEC DIRECTOR RESEARCH, LEARNING, & PROF DEV 37.50 X 155289 0 18476 CHRISTINA E TRUS DIRECTOR OF MARKETING AND MEMBER COMMUNICATIONS 37.50 X 104558 0 45797 STEPHEN A WEIMAR DIRECTOR OF THE MATH FORUM 37.50 X 128443 0 25453 JOANN R WOLFE DIRECTOR OF FINANCE 37.50 X 106019 0 24228 1471848 0 281740 8 0 1 0 FREEMAN AUDIO VISUAL PO BOX 650519 DALLAS TX 75265 CONFERENCE AV 714608 BRIGHT KEY 60 WEST STREET ANNAPOLIS MD 21401 CUSTOMER SERVICE AND WAREHOUSING 530332 CHERNOFF NEWMAN LLC 1411 GERVAIS STREET COLUMBIA SC 29201 MARKETING SERVICES 525400 IMAGINATION PUBLISHING LLC 600 WEST FULTON CHICAGO IL 60661 JOURNAL DESIGN 305550 FREEMAN COMPANIES PO BOX 650036 DALLAS TX 75265 CONFERENCE DECORATING/LABOR 199603 16 57573 77206 134779 CONVENTION/EXHIBITS 900099 5695389 5695389 MEMBERSHIP DUES 900099 4548409 4548409 ADVERTISING 541800 546452 496700 49752 10790250 317811 317811 93130 93130 12463626 11983695 479931 479931 479931 2762081 430971 2331110 2303557 27553 OTHER INCOME 900099 5150 5150 5150 14152161 12547355 524253 945774 X 42224 42224 70466 70466 753018 515019 237999 3442758 2118178 1324580 468249 282977 185272 583952 352900 231052 274585 165940 108645 85239 85239 67615 67615 33000 33000 141220 141220 1718154 1266258 451896 445284 445284 1293876 1210680 62926 20270 150792 150792 194438 194438 243995 11526 232469 604938 590988 7232 6718 2660299 2631223 29076 317771 317771 73135 12637 45807 14691 MEMBERSHIP RETENTION 621065 621065 BANK CHARGES 258711 219026 39610 75 MISCELLANEOUS 103821 73003 30818 TEMPORARY HELP 103278 101705 1573 89877 1872 79664 8341 14841760 10960409 3831256 50095 571496 830102 60395 423374 30505 1123 700587 751863 699088 640750 353373 149190 9659435 7873106 2101600 1786329 15427383 15598294 19944427 20181025 1172799 1485547 2979748 2928387 510120 490758 4662667 4904692 X 13936640 13874829 755575 810249 589545 591255 15281760 15276333 19944427 20181025 -689599 684172 0 X X 0 1 X 1 0 X 5732959 5391534 5178928 4753582 4683188 25740191 8385496 9488947 8319449 7712046 8507222 42413160 14118455 14880481 13498377 12465628 13190410 68153351 0 0 0 68153351 630797 577303 532536 438536 410941 2590113 630797 577303 532536 438536 410941 2590113 3375 3120 8900 4800 5150 25345 14752627 15460904 14039813 12908964 13606501 70768809 0.96300 0.95980 0.03660 0.03990 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON 33677 33677 14884901 14918578 895929 223982 0 0 986751 1000000 972089 895929 3854769 5782154 33151 47597 34336 33677 148761 246688 250000 243022 223982 963692 1445538 797164 35423 91172 76211 847548 748280 883 69663 21662 797164 773550 4905 -6370 23805 748280 714307 47237 30645 18639 773550 653379 26360 67496 32928 714307 0.69760 0.30240 0 0 129109 129109 5061816 3437969 1623847 4468510 4435137 33373 1786329 POSTRETIREMENT BENEFITS OBLIGATION 490758 490758 15126084 684172 684172 14441912 141220 -430971 -289751 14152161 15131511 430971 430971 14700540 141220 141220 14841760 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 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -430,971. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 430,971. 1 UNIVERSITY AT BUFFALO - SUNY 211 UB COMMONS BUFFALO NY 14228 141368361 115 6000 CLASSROOM RESEARCH RUTGERSTHE STATE UNIVERSITY 65 DAVIDSON ROAD PISCATAWAY NJ 08854 226001086 115 5969 CLASSROOM RESEARCH 2 0 EMERGING TEACHER-LEADERS IN ELEMENTARY SCHOOL MATHEMATICS GRANT (IRENE EIZEN/NCTM) 1 6000 ENHANCING STUDENT LEARNING THROUGH THE USE OF TOOLS AND TECHNOLOGY GRANTS, PREK-12 (ISABELLE RUCKER/NCTM) 2 6000 FUTURE LEADERS INITIAL NCTM ANNUAL MEETING ATTENDANCE AWARDS 5 7095 2340 FMV ATTENDANCE AT CONFERENCES HALLORAN AWARDS 1 5000 IMPROVING STUDENTS UNDERSTANDING OF GEOMETRY GRANT (JOHN & STACEY WAHL) 1 3052 MATHEMATICS COURSE WORK SCHOLARSHIP (DALE SEYMOUR/NCTM), 6-8 1 3200 MATHEMATICS GRADUATE COURSE WORK SCHOLARSHIP (DALE SEYMOUR/NCTM), 1 3200 PREK-8 PRESERVICE TEACHER ACTION RESEARCH GRANT (DUNCAN/NCTM) 1 2324 PROFESSIONAL DEVELOPMENT SCHOLARSHIP EMPHASIZING THE HISTORY OF MATHEMATICS, 6-12 (BEZUSZKA/NCTM) 1 1999 PROGRAM OF MATHEMATICS STUDY AND ACTIVE PROFESSIONALISM GRANTS, PREK-6(MAY-FRYE) 1 23550 PROSPECTIVE 7-12 SECONDARY TEACHER COURSE WORK SCHOLARSHIPS (DEMANA-WAITS) 1 10000 PROSPECTIVE TEACHER NCTM CONFERENCE ATTENDANCE AWARDS (JULIUS HLAVATY/NCTM) 3 4500 609 FMV ATTENDANCE AT CONFERENCES TEACHER PROFESSIONAL DEVELOPMENT GRANT (MARY DOLCIANI/NCTM), 6-8, 1 2038 RETURN OF UNUSED GRANTS -7511 PART I, LINE 2: NCTM REQUIRES WRITTEN REPORTS AND DOCUMENTATION TO FINALIZE THE GRANT AWARD. 1 X X X 1 0 0 0 0 0 0 0 0 MATTHEW LARSON PAST-PRESIDENT 156739 0 0 0 0 0 0 0 0 0 156739 0 0 0 KENNETH L KREHBIEL EXECUTIVE DIRECTOR 275655 0 0 0 2049 0 33192 0 20811 0 331707 0 0 0 DAVID M SHAYKA COO & CFO 204554 0 0 0 1382 0 25705 0 32700 0 264341 0 0 0 RICHARD H ALDRIDGE DIRECTOR OF INFORMATION TECHNOLOGY & 159227 0 0 0 560 0 20043 0 33645 0 213475 0 0 0 DAVID E BARNES ASSOC EXEC DIRECTOR RESEARCH, LEARNI 154242 0 0 0 1047 0 18476 0 3303 0 177068 0 0 0 CHRISTINA E TRUS DIRECTOR OF MARKETING AND MEMBER COM 104401 0 0 0 157 0 13874 0 40093 0 158525 0 0 0 STEPHEN A WEIMAR DIRECTOR OF THE MATH FORUM 127308 0 0 0 1135 0 14850 0 11258 0 154551 0 0 0 PART I, LINE 4A BRIAN S. VAN DEN BERG RECEIVED A SEVERANCE PAYMENT OF $38,714 FORM 990, PART III, LINE 3 NCTM INSTITUTES WERE REDUCED IN FY 18. (NCTM HELD FIVE INSTITUTES IN FY17 AND ONLY HELD TWO IN FY 18.) THEY HAVE BEEN DISCONTINUED IN FY19 AND REPLACED WITH A PROFESSIONAL LEARNING SERVICES PROGRAM. 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 1,266,258. MANAGEMENT AND GENERAL EXPENSES 451,896. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,718,154. 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.