2017-05-01T12:16:17-05:00 2016-06-30 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2015-07-01 541999773 AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS AMER 7035280700 1615 DUKE STREET ALEXANDRIA VA 22314 DANIEL A DOMENECH EXECUTIVE DIRECTOR 7035280700 2017-05-01 1 WILLIAM E TURCO CPA P00369217 3012963600 2015 2021-01-29 14:40:06Z AASA DANIEL A DOMENECH 1615 DUKE STREET ALEXANDRIA VA 22314 10949402 0 X WWW.AASA.ORG X 2001 VA SEE SCHEDULE OAASA ADVOCATES FOR THE HIGHEST QUALITY PUBLIC EDUCATION FOR ALL STUDENTS, AND DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS. 141 141 40 0 290715 -140422 2728409 1760512 6548454 7436639 268095 186231 1485842 1499104 11030800 10882486 0 10000 0 0 4134436 4451956 0 0 144996 6480127 6219230 10614563 10681186 416237 201300 16146628 16461750 11104463 11542165 5042165 4919585 X AASA ADVOCATES FOR THE HIGHEST QUALITY PUBLIC EDUCATION FOR ALL STUDENTS, AND DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS. 0 0 1720472 1535159 LEADERSHIP SERVICES:IN AN EFFORT TO PROVIDE SPECIALIZED SERVICES TO OUR MEMBERS, A WIDE ARRAY OF CERTIFICATION AND CONSORTIA GROUP PROGRAMS WERE IMPLEMENTED. THE PROGRAMS WERE DESIGNED TO PROVIDE SCHOOL SYSTEMS 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. 1390700 CHILDREN'S INITIATIVES AND PROGRAM DEVELOPMENT DEPARTMENT:THE ASSOCIATION IS AN ORGANIZATION OF PROFESSIONALS, WHO PROVIDE LEADERSHIP TO SCHOOL SYSTEMS AND AID SCHOOL LEADERS IN ENSURING THAT ALL CHILDREN RECEIVE A QUALITY EDUCATION. THE ASSOCIATION RECOGNIZES THERE ARE MANY BARRIERS TO LEARNING AND WORKS WITH ITS MEMBERSHIP TO OVERCOME THEM THROUGH THE CHILDREN'S DEPARTMENT. THE ASSOCIATION DEPENDS ON EXTERNALLY FUNDED GRANTS AND CONTRACTS TO UNDERWRITE A PORTION OF THIS INITIATIVE. 1295072 2079249 NATIONAL CONFERENCE ON EDUCATION:THE ASSOCIATION HOSTS THE NATIONAL CONFERENCE ON EDUCATION ANNUALLY. THIS CONFERENCE FEATURES NATIONALLY RECOGNIXED SPEAKERS, HOW-TO SESSIONS FOR SCHOOL ADMINISTRATORS, A NATIONAL EXHIBIT OF EDUCATIONAL PRODUCTS, SMALL-GROUP MEETINGS AND PRE-SESSIONS. 814658 11294 COMMUNICATIONS 783376 2979217 MEMBER/AFFILIATE SERVICES 616049 26500 GOVERNANCE 591477 489753 LEADERSHIP DEVELOPMENT 381558 PUBLIC POLICY 251898 AWARDS 138880 10000 OTHER 63952 110227 EDUCATIONAL MEETINGS 3641848 10000 3616991 8048092 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 86 0 1 40 1 1 1 0 0 0 0 0 0 0 0 0 X 141 141 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 1 1 0 VA X EVELYN GILLIAM 7038750779 1615 DUKE STREET ALEXANDRIA VA 22314 DAVID R SCHULER PRESIDENT 2.00 X X 0 0 0 ALTON L FRAILEY PRESIDENT-ELECT 2.00 X X 0 0 0 DAVID K PENNINGTON IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 LYLE C AILSHIE EXECUTIVE COMMITTEE 2.00 X 0 0 0 DEBORAH S AKERS EXECUTIVE COMMITTEE 2.00 X 0 0 0 RICHARD A CARRANZA EXECUTIVE COMMITTEE 2.00 X 0 0 0 STEVEN P CRAWFORD EXECUTIVE COMMITTEE 2.00 X 0 0 0 S DALLAS DANCE EXECUTIVE COMMITTEE 2.00 X 0 0 0 CHARLES S DEDRICK EXECUTIVE COMMITTEE 2.00 X 0 0 0 JOSEPH V ERARDI JR EXECUTIVE COMMITTEE 2.00 X 0 0 0 ERIC C ESHBACH EXECUTIVE COMMITTEE 2.00 X 0 0 0 CHRISTOPHER O GAINES EXECUTIVE COMMITTEE 2.00 X 0 0 0 GARY L KELLY EXECUTIVE COMMITTEE 2.00 X 0 0 0 TIMOTHY M MITCHELL EXECUTIVE COMMITTEE 2.00 X 0 0 0 GAIL K PLETNICK EXECUTIVE COMMITTEE 2.00 X 0 0 0 MICHELLE R PRICE EXECUTIVE COMMITTEE 2.00 X 0 0 0 THERON J SCHUTTE EXECUTIVE COMMITTEE 2.00 X 0 0 0 VALERIA S SILVA EXECUTIVE COMMITTEE 2.00 X 0 0 0 TOM J TURRELL EXECUTIVE COMMITTEE 2.00 X 0 0 0 JULE J WALKER EXECUTIVE COMMITTEE 2.00 X 0 0 0 M BROCK WOMBLE EXECUTIVE COMMITTEE 2.00 X 0 0 0 MATTHEW AKIN GOVERNING BOARD 2.00 X 0 0 0 RUBEN ALEJANDRO GOVERNING BOARD 2.00 X 0 0 0 JOSEPH C BARROW JR GOVERNING BOARD 2.00 X 0 0 0 MARK R BEZEK GOVERNING BOARD 2.00 X 0 0 0 BRIAN J BLAKE GOVERNING BOARD 2.00 X 0 0 0 RUSSELL W BOOKER GOVERNING BOARD 2.00 X 0 0 0 SUSAN BORDEN GOVERNING BOARD 2.00 X 0 0 0 JOHN E BOURQUE GOVERNING BOARD 2.00 X 0 0 0 JASON BRANCH GOVERNING BOARD 2.00 X 0 0 0 DANIEL L BROOKS GOVERNING BOARD 2.00 X 0 0 0 SUSAN S BUNTING GOVERNING BOARD 2.00 X 0 0 0 HOWARD CARLSON GOVERNING BOARD 2.00 X 0 0 0 CRIT CATON GOVERNING BOARD 2.00 X 0 0 0 NICHOLAS CEGLAREK GOVERNING BOARD 2.00 X 0 0 0 PATRICIA COSENTINO GOVERNING BOARD 2.00 X 0 0 0 DAVID A COX GOVERNING BOARD 2.00 X 0 0 0 JAY CURTIS GOVERNING BOARD 2.00 X 0 0 0 DAVID DAIGNEAULT GOVERNING BOARD 2.00 X 0 0 0 MERVIN DAUGHERTY GOVERNING BOARD 2.00 X 0 0 0 TERRY E DAVIDSON GOVERNING BOARD 2.00 X 0 0 0 FRANK D DEVONO GOVERNING BOARD 2.00 X 0 0 0 DAVID L DISTEL 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 ALAN V DUNN GOVERNING BOARD 2.00 X 0 0 0 MICHAEL W FAULK GOVERNING BOARD 2.00 X 0 0 0 ART FESSLER GOVERNING BOARD 2.00 X 0 0 0 CURT E FINCH JR GOVERNING BOARD 2.00 X 0 0 0 MICHAEL F FITZPATRICK GOVERNING BOARD 2.00 X 0 0 0 PAUL FREEMAN GOVERNING BOARD 2.00 X 0 0 0 RICHARD W FRY GOVERNING BOARD 2.00 X 0 0 0 MICHAEL FULTON GOVERNING BOARD 2.00 X 0 0 0 RUTH C GILBERT-WHITNER GOVERNING BOARD 2.00 X 0 0 0 CLARK J GODSHALL GOVERNING BOARD 2.00 X 0 0 0 MICHAEL GREGO GOVERNING BOARD 2.00 X 0 0 0 MARY J HAINSTOCK GOVERNING BOARD 2.00 X 0 0 0 STEVE HALL GOVERNING BOARD 2.00 X 0 0 0 BRIAN HANES GOVERNING BOARD 2.00 X 0 0 0 BRIAN HARRIS GOVERNING BOARD 2.00 X 0 0 0 TIMOTHY C HAYES GOVERNING BOARD 2.00 X 0 0 0 JOHN HEARD III GOVERNING BOARD 2.00 X 0 0 0 BILL HEATH GOVERNING BOARD 2.00 X 0 0 0 LUTHER L HELLER GOVERNING BOARD 2.00 X 0 0 0 JUSTIN B HENRY GOVERNING BOARD 2.00 X 0 0 0 VERNON M HENSHAW GOVERNING BOARD 2.00 X 0 0 0 BLAINE HESS GOVERNING BOARD 2.00 X 0 0 0 FRANK F HEWINS GOVERNING BOARD 2.00 X 0 0 0 TODD HOADLEY GOVERNING BOARD 2.00 X 0 0 0 PAUL IMHOFF GOVERNING BOARD 2.00 X 0 0 0 CURTIS L JONES JR GOVERNING BOARD 2.00 X 0 0 0 JOHN JUNGMANN GOVERNING BOARD 2.00 X 0 0 0 SCOTT R KIZNER GOVERNING BOARD 2.00 X 0 0 0 ED KLAMFOTH GOVERNING BOARD 2.00 X 0 0 0 TIM G KUEHL GOVERNING BOARD 2.00 X 0 0 0 ALVIN L LEBER GOVERNING BOARD 2.00 X 0 0 0 GARY LILLY GOVERNING BOARD 2.00 X 0 0 0 JEFF LIND GOVERNING BOARD 2.00 X 0 0 0 THOMAS J LITTLE JR GOVERNING BOARD 2.00 X 0 0 0 DONNA LITTLE-KAUMO GOVERNING BOARD 2.00 X 0 0 0 EMILIE M LONARDI GOVERNING BOARD 2.00 X 0 0 0 ROB MANAHAN GOVERNING BOARD 2.00 X 0 0 0 DANIEL F MARENDA GOVERNING BOARD 2.00 X 0 0 0 RALPH MARINO JR GOVERNING BOARD 2.00 X 0 0 0 MICHAEL J MARTIN GOVERNING BOARD 2.00 X 0 0 0 JANET MASON GOVERNING BOARD 2.00 X 0 0 0 DAVID M MATHIS GOVERNING BOARD 2.00 X 0 0 0 KEVIN MAXWELL GOVERNING BOARD 2.00 X 0 0 0 SCOTT P MCCARTNEY GOVERNING BOARD 2.00 X 0 0 0 RONNIE MCGEHEE GOVERNING BOARD 2.00 X 0 0 0 KYLE MCGOWAN GOVERNING BOARD 2.00 X 0 0 0 BRAD MEEKS GOVERNING BOARD 2.00 X 0 0 0 KELLI A MOULTON GOVERNING BOARD 2.00 X 0 0 0 SUSAN MOXLEY GOVERNING BOARD 2.00 X 0 0 0 MATTHEW MURPHY GOVERNING BOARD 2.00 X 0 0 0 PATRICK K MURPHY GOVERNING BOARD 2.00 X 0 0 0 ANNMARIE O'BRIEN GOVERNING BOARD 2.00 X 0 0 0 DANIEL W OLSON GOVERNING BOARD 2.00 X 0 0 0 KEITH E OWEN GOVERNING BOARD 2.00 X 0 0 0 DEENA PARAMO GOVERNING BOARD 2.00 X 0 0 0 RUTH PEREZ GOVERNING BOARD 2.00 X 0 0 0 ELAINE PINCKNEY GOVERNING BOARD 2.00 X 0 0 0 JUDITH RATTNER GOVERNING BOARD 2.00 X 0 0 0 JEFFREY N REHLANDER GOVERNING BOARD 2.00 X 0 0 0 L OLIVER ROBINSON GOVERNING BOARD 2.00 X 0 0 0 JIM D ROLLINS GOVERNING BOARD 2.00 X 0 0 0 SIMONE ROSE-OLIVER GOVERNING BOARD 2.00 X 0 0 0 MARYALICE RUSSELL GOVERNING BOARD 2.00 X 0 0 0 AARON SADOFF GOVERNING BOARD 2.00 X 0 0 0 KRISTI A SANDVIK GOVERNING BOARD 2.00 X 0 0 0 OWENS G SAYLOR GOVERNING BOARD 2.00 X 0 0 0 JEFFREY SCHUMANN GOVERNING BOARD 2.00 X 0 0 0 GUY M SCONZO GOVERNING BOARD 2.00 X 0 0 0 ROY M SEITSINGER GOVERNING BOARD 2.00 X 0 0 0 SANDRA SHELDON GOVERNING BOARD 2.00 X 0 0 0 KENT A SHELLENBERGER GOVERNING BOARD 2.00 X 0 0 0 RODNEY SHOTWELL GOVERNING BOARD 2.00 X 0 0 0 MICHAEL J SIEH GOVERNING BOARD 2.00 X 0 0 0 KATHERINE E SIPALA GOVERNING BOARD 2.00 X 0 0 0 ROBERT SITTIG GOVERNING BOARD 2.00 X 0 0 0 LARRY SMITH GOVERNING BOARD 2.00 X 0 0 0 SHERRI L SMITH GOVERNING BOARD 2.00 X 0 0 0 GAYLEN SMYER GOVERNING BOARD 2.00 X 0 0 0 RYAN A SNODDY GOVERNING BOARD 2.00 X 0 0 0 LELAND STOCKER GOVERNING BOARD 2.00 X 0 0 0 GLEN J SUPPES GOVERNING BOARD 2.00 X 0 0 0 DAVID TEBO GOVERNING BOARD 2.00 X 0 0 0 NANCY THOMAS 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 CURT TRYGGESTAD GOVERNING BOARD 2.00 X 0 0 0 ANDREW UNDERWOOD GOVERNING BOARD 2.00 X 0 0 0 BETSY M WEBB 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 SHANNON L WELSH GOVERNING BOARD 2.00 X 0 0 0 JANE L WESTERHOLD GOVERNING BOARD 2.00 X 0 0 0 RONALD C WHITMOYER 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 MCKELL WITHERS GOVERNING BOARD 2.00 X 0 0 0 BARRY WOWK GOVERNING BOARD 2.00 X 0 0 0 JEFF ZANDER GOVERNING BOARD 2.00 X 0 0 0 DANIEL A DOMENECH EXECUTIVE DIRECTOR, BOARD SEC/TREAS. 40.00 X 403506 0 17569 H CHARLES WOODRUFF CHIEF OPERATING OFFICER 40.00 X 214482 0 11512 EVELYN GILLIAM DIRECTOR, FINANCE & ADMIN 40.00 X 147499 0 12262 SHARON ADAMS-TAYLOR ASSOC EXE DIR, CHILDREN'S 40.00 X 161940 0 12859 C J REID ASSOC EXE DIR, GOVERNANCE 40.00 X 141013 0 17149 NOELLE ELLERSON ASSOC EXEC DIR, POLICY & ADVOCACY 40.00 X 122708 0 13707 CHRIS DAW DIRECTOR, MEETINGS 40.00 X 131979 0 14186 JAY GOLDMAN EDITOR, SA 40.00 X 110726 0 35785 MARYANN JOBE DIRECTOR, LEADERSHIP DEVELOPMENT 40.00 X 123582 0 6345 1557435 0 141374 9 0 1 0 NATIONAL TRADE PRODUCTION INC CREATIVE 313 SOUTH PATRICK STREET ALEXANDRIA VA 22314 MARKETING SERVICES FOR MEMBERSHIP & CONF 204462 1 1760512 1760512 MEMBERSHIP DUES 900099 2979217 2979217 CONVENTION REVENUE 900099 2089695 2079249 10446 LEADERSHIP COMMUNITIES 900099 1535159 1535159 LEADERSHIP 900099 489753 489753 ADVERTISING REVENUE 541800 206088 206088 136727 136727 7436639 194086 194086 1178830 1178830 90520 0 90520 90520 90520 42330 50185 -7855 -7855 -7855 28025 16731 11294 11294 OTHER INCOME 900099 144279 144279 WEBSITE ADVERTISING 541800 74181 74181 218460 10882486 7231399 290715 1599860 X 10000 10000 992324 562335 402279 27710 2081068 1179309 843647 58112 128044 72561 51908 3575 1025406 581082 415690 28634 225114 127569 91259 6286 37330 33815 3515 50000 2000 48000 1619832 1503849 106983 9000 44952 44522 430 671741 571467 97726 2548 209055 28129 180576 350 376238 376238 869614 818759 44012 6843 1205240 1188158 15144 1938 158644 158644 SUBCONTRACTS 684432 684432 OTHER COSTS 152885 57404 95481 DUES & SUBSCRIPTIONS 89167 47819 41348 LEADERSHIP SERVICES 50100 50100 10681186 8048092 2488098 144996 400 400 5246731 5442490 158304 334600 195751 156242 155811 172729 5555356 1921490 3755509 3633866 5279150 3344502 1029044 3028839 325928 348082 16146628 16461750 924147 1095605 3359605 3399416 2722253 2539631 4098458 4507513 11104463 11542165 X 4892139 4769484 26 101 150000 150000 5042165 4919585 16146628 16461750 X 201300 81571 -405451 X 0 1 X 1 0 X 6563629 6276148 4881432 5658671 4739729 28119609 2526838 2269717 3279865 3389760 4268913 15735093 491448 585419 93653 280971 144279 1595770 9581915 9131284 8254950 9329402 9152921 45450472 0 0 0 45450472 394754 361923 1005597 1224792 1463436 4450502 93811 79352 173163 488565 441275 1005597 1224792 1463436 4623665 10070480 9572559 9260547 10554194 10616357 50074137 0.90770 0.92990 0.09230 0.07010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 411046 411046 10270140 10681186 684059 171015 0 0 655730 619914 680728 684059 2640431 3960647 401443 385378 382454 411046 1580321 163933 154979 170182 171015 660109 990164 1142545 26031 75 1168651 1121142 27016 78 5691 1142545 1093403 27625 114 1121142 1066998 28248 322 2165 1093403 1037935 28584 479 1066998 0.87160 0.00010 0.12830 0 0 1120555 1120555 2793562 427408 2366154 18102 15735 2367 1623137 1478347 144790 3633866 4,999-SPDR S&P 500 ETF TRUST 1047166 F 10,650-ISHARES TR 908232 F 96,880.958-BAIRD AGGREGATE BOND FUND 1073441 F 3028839 ACCRUED POSTRETIREMENT MEDICAL BENEFITS 4180536 DEFERRED COMPENSATION 318824 DEFERRED RENT LIABILITY 8153 4507513 X 10980788 81571 81571 10899217 -16731 -16731 10882486 11103368 422182 422182 10681186 0 10681186 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. 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 REGULATIONS, RENTAL INCOME AND ADVERTISING EARNED IN THE PUBLICATION OF THE ASSOCIATION'S MAGAZINES 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, 2015, OR ANY RELATED INTEREST AND PENALTIES INCLUDED IN THE BALANCE SHEET OR STATEMENT OF ACTIVITIES. GENERALLY, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2012. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON LINE 10B -16,731. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON LINE 10B 16,731. MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT 405,451. 0 SPECIAL COLLECTIONS RESEARCH CENTER GEORGE WASHINGTON UNIVERSITY LIBRARIES 2130 H STREET NW WASHINGTON DC 20052 530196584 501(C)(3) 10000 PLEDGE TO SUPPORT THE PROCESSING AND MAINTENANCE OF THE AASA COLLECTION IN THE GW LIBRARIES'S SPECIAL COLLECTIONS RESEARCH CENTER 1 X 1 1 X X X 0 0 0 0 0 0 0 0 0 DANIEL A DOMENECH EXECUTIVE DIRECTOR, BOARD SEC/TREAS. 369997 0 0 0 33509 0 13250 0 5667 0 422423 0 0 0 H CHARLES WOODRUFF CHIEF OPERATING OFFICER 209041 0 0 0 5441 0 11007 0 1993 0 227482 0 0 0 EVELYN GILLIAM DIRECTOR, FINANCE & ADMIN 146202 0 0 0 1297 0 7942 0 7514 0 162955 0 0 0 SHARON ADAMS-TAYLOR ASSOC EXE DIR, CHILDREN'S 159644 0 0 0 2296 0 8540 0 7694 0 178174 0 0 0 C J REID ASSOC EXE DIR, GOVERNANCE 135092 0 0 0 5921 0 7278 0 11104 0 159395 0 0 0 PART I, LINE 1A DANIEL A. DOMENECH RECEIVED TRAVEL FOR COMPANION BENEFITS IN THE AMOUNT OF $8,405 WHICH REPORTED AS TAXABLE COMPENSATION. 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 11 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 15 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. THE ANNUAL REVIEW OF SALARIES WAS CONDUCTED IN 2016 WITH EMPLOYEES BEING GIVEN A COST OF LIVING SALARY INCREASE OF 3%. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISIONS ARE DOCUMENTED. 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 FEE: PROGRAM SERVICE EXPENSES 718,121. MANAGEMENT AND GENERAL EXPENSES 101,696. FUNDRAISING EXPENSES 9,000. TOTAL EXPENSES 828,817. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 9,933. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,933. HONORARIUM: PROGRAM SERVICE EXPENSES 110,037. MANAGEMENT AND GENERAL EXPENSES 5,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 115,037. BROKERAGE & COMMISSION: PROGRAM SERVICE EXPENSES 36,263. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,263. LIST RENTAL: PROGRAM SERVICE EXPENSES 16,444. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,444. PRESIDENT'S SUBSIDY: PROGRAM SERVICE EXPENSES 50,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,000. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 563,051. MANAGEMENT AND GENERAL EXPENSES 287. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 563,338. FORM 990, PART XI, LINE 9: MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT -405,451.