2017-10-27T13:01:07-05:00 2016-12-31 134008324 PricewaterhouseCoopers LLP 600 13th Street NW Suite 1000 Washington DC 20005 990 2016-01-01 131623965 College Entrance Examination Board COLL 2127138000 250 Vesey Street New York NY 10281 Martha Stratis CAO & Treasurer 2017-10-27 true Travis Patton P00369623 2024141000 2015-04-22 2016 2021-01-29 14:40:06Z The College Board David Coleman 250 Vesey Street New York NY 10281 1520435187 false X www.collegeboard.org X 1900 NY Founded in 1900, the College Board was created to expand access to higher education. We are a mission-driven, not-for-profit membership organization made up of over 6,000 of the world's leading colleges, schools, and other educational organizations. Through our programs and initiatives, we expand opportunities for students and help them clear a path to own their future. We serve more than 7 million students and parents, 23,000 high schools, and 3,900 colleges and universities in over 180 countries, as well as policymakers on the national and state levels. Our primary goals are to improve college and career readiness and increase access to opportunity for all students through focused assessments, rigorous instruction, personalized practice, breaking barriers to college entry, and access to better planning tools and skills needed most for tomorrow's jobs. 31 30 1736 417 524830 186419 5646784 3963935 879427216 900870083 30702813 37787954 0 915776813 942621972 838143 1196680 0 220047373 239315333 0 0 617532262 664542365 838417778 905054378 77359035 37567594 1087190480 1134642155 253406217 246519590 833784263 888122565 X Our mission is to serve over 6,000 members and connect more than 7 million students to college success and career opportunity. Through our programs and initiatives, we expand opportunities for students and challenge them to own their future by practicing hard and taking advantage of every opportunity they earn. false false 386533611 338272000 Focused Assessments The College Board's SAT Suite of Assessments makes it easier for students to show their best work. The tests measure what students are learning in class and what they'll need to succeed in college and career. The Suite also connects students with fee waivers, scholarship opportunities, free personalized practice and college and career planning tools. College Board assessments provide benchmarks and consistent feedback for measuring student progress over time, allowing teachers to accelerate students who are ahead and help those who are behind. Fee waivers and discounts of more than $92 million were provided to underrepresented students during 2016. Redesigned SAT + PSAT/NMSQT: These exams focus on the skills and knowledge that evidence shows is necessary for college and career success: SAT: 1.68 million students in the class of 2016 took the SAT - either the new or old - at least once through June 2016. Nearly 40 percent of all test takers reported using Official SAT Practice, making it the number one tool for SAT preparation. PSAT/NMSQT: Over 4.24 million students took either the PSAT/NMSQT or PSAT 10 in the 2015-16 school year; this represents 50.6% of all U.S. sophomores and 46.1% of all U.S. juniors taking either assessment in 2015-16. The College Board also offers the College-Level Examination Program (CLEP) to help students of all ages and backgrounds to earn college credit by demonstrating their mastery of college-level material. CLEP is the most widely accepted credit-by-examination program, available at 2,900 colleges and universities. 301716762 997059 446462875 AP, Instruction and Personalized Practice The College Board's unique instruction offerings play a key role in preparing students for success in college and career. SpringBoard: SpringBoard reaches 1.2 million English Language Arts students and approximately 600,000 math students in over 700 districts across the country. The curricula are designed to prepare students for success in Advanced Placement courses, college, and career. Advanced Placement Program: Founded in 1955, AP gives students the opportunity to perform college-level work in high school; students who succeed in AP are more likely to succeed in college and can potentially save time and money through placement and credit-granting policies. The number of public high school students taking at least one AP Exam has almost doubled in 10 years from 645,000 for the class of 2006, to 1.1 million students in the class of 2016. Since 2006, the percentage of U.S. students taking AP classes and then earning a score of 3 or higher on at least one AP Exam has grown by 7.6 points from 14.3% to 21.9% of public high school graduates. Free Personalized Practice: Through a partnership with Khan Academy, we are committed to leveling the playing field by providing all students with free, personalized PSAT/NMSQT and SAT practice resources. Since its launch in June 2015, more than 4 million students have used Official SAT Practice on Khan Academy. Students are able to access a personalized study plan and of interactive questions with instant feedback, video lessons, full-length practice tests, and more. AP Potential: A free web-based tool that helps educators increase access to AP by using PSAT/NMSQT score data to identify students with the potential to succeed in AP. Last year, more than 5,400 unique users accessed this tool to find more AP-ready students. 42122670 199621 94183018 College & Career Opportunities & Enrollment The College Board is increasing opportunities and breaking down barriers to college through expanded access to AP courses and scholarships, and fee waivers for all who need them. All In: This campaign is designed to ensure that 100 percent of African American, Latino, and Native American students enroll in at least one AP class for which they've shown potential to succeed. Realize Your College Potential mailing: In September 2016, the College Board created customized mailings for approximately 100,000 low-to moderate-income, college ready students in the class of 2017 with information on how to create a college list, apply to college, learn about financial aid and scholarship opportunities, and use the College Board's BigFuture resources. The same students received a follow-up mailing in November 2016. Expanded scholarship opportunities: The College Board has partnered with the American Indian Graduate Center (AIGC), the Asian & Pacific Islander American Scholarship Fund (APIASF), the Cobell Scholarship administered by Indigenous Education, Inc., the Hispanic Scholarship Fund (HSF), the Jack Kent Cooke Foundation (JKCF), and the United Negro College Fund (UNCF) to expand access to more than $160 million in scholarship dollars to low-income and underrepresented students. By using information from the PSAT/NMSQT and PSAT 10 to enhance recruitment efforts, AIGC, APIASF, Cobell, HSF, JKCF, and UNCF will have access to a better representation of eligible students from high schools across the country. College Application Fee Waivers: Every eligible senior gets four college application fee waivers, which may be used to apply to 2,000 participating colleges. Since 2014, nearly 5.4 million college application fee waivers have been distributed to students across the United States. Student Search Service: introduces students to higher education and financial aid opportunities by providing a way for them to give personal and preferential information to colleges and scholarship programs that are looking for students like them - all at no cost to the student. 80.44% of eligible students in the graduating class of 2016 opted into Student Search Service at least once while in high school. CSS/Financial Aid PROFILE is used by nearly 400 organizations to help manage the financial aid process efficiently and equitably and to award need-based aid to the students who need it most. The College Board is expanding career opportunity by giving students better planning tools and helping them develop the skills that matter most for jobs of the future, including science, technology, engineering, and math (STEM), and coding. Focus on STEM Disciplines: STEM disciplines are essential to our nation's ability to compete in the global marketplace. The redesigned SAT's math and analysis questions are grounded in science, social science, career scenarios, and other real-world contexts. AP Computer Science Principles: The College Board launched a new course in the fall of 2016, AP Computer Science Principles (AP CSP), with the goal of creating leaders in computer science and giving those who are traditionally underrepresented in the computer science field tools and opportunities to pursue careers in STEM (science, technology, engineering, and math). AP CSP was offered at more than 2,500 schools in its first year, making this the largest AP course launch ever. Over 45,000 students signed up to take the AP CSP exam in May 2017. 50973763 21952190 Research & Advocacy - The College Board's Research and Advocacy efforts are related primarily to the areas of college preparation and access, college affordability and financial aid, college admission and completion, and the importance of teachers and school counselors. Membership - The College Board works to strengthen relationships among members to achieve our shared goals through programs, services and large-scale conferences, the College Board seeks to foster community, expand knowledge and enhance the profession. Puerto Rico and Latin America - Assessment and educational services. 50973763 21952190 781346806 true true false true false false false false false false true true false false true true true false false false true false false false false false false true true true false false false false false false false false false false false false false false false false false true 1743 0 true 1736 true true true true VI CA CJ MP UK BF false false false false false false false false X 31 30 false false false false true true true true true false false true true true true true true true true false CA DC OR X Martha Stratis 2127138000 250 Vesey Street New York NY 10281 SHIRLEY A ORT TRUSTEE 2.0 X X 0 0 0 DAVID COLEMAN PRESIDENT & CEO/TRUSTEE 40.0 X X 1455613 0 255518 DOUGLAS L CHRISTIANSEN TRUSTEE 2.0 X X 0 0 0 NATHAN BROSTROM TRUSTEE 2.0 X 0 0 0 BARBARA A GILL TRUSTEE 2.0 X 0 0 0 WILLIAM M SCHILLING TRUSTEE 2.0 X 0 0 0 JAMES TILTON TRUSTEE 2.0 X 0 0 0 PAM PAULSON TRUSTEE 2.0 X 0 0 0 PHILIP A BALLINGER TRUSTEE 2.0 X 0 0 0 KAREN COOPER TRUSTEE 2.0 X 0 0 0 VON MANSFIELD TRUSTEE 2.0 X 0 0 0 DANIEL R PORTERFIELD PH D TRUSTEE 2.0 X 0 0 0 MICHAEL J SORRELL TRUSTEE 2.0 X 0 0 0 CAESAR T STORLAZZI TRUSTEE 2.0 X 0 0 0 SCOTT VERZYL TRUSTEE 2.0 X 0 0 0 CHIO FLORES TRUSTEE 2.0 X 0 0 0 KENNETH L ENDER TRUSTEE 2.0 X 0 0 0 KAYA HENDERSON TRUSTEE 2.0 X 0 0 0 MAGHAN KEITA TRUSTEE 2.0 X 0 0 0 MARYBETH GASMAN TRUSTEE 2.0 X 0 0 0 LEWIS D FEREBEE TRUSTEE 2.0 X 0 0 0 KAINE OSBURN TRUSTEE 2.0 X 0 0 0 RONNE P TURNER TRUSTEE 2.0 X 0 0 0 AL MIJARES TRUSTEE 2.0 X 0 0 0 MICHAEL J MCDONOUGH TRUSTEE 2.0 X 0 0 0 JON D MCGEE TRUSTEE 2.0 X 0 0 0 NAN M DAVIS TRUSTEE 2.0 X 0 0 0 PAMELA AGOYO TRUSTEE 2.0 X 0 0 0 CRAIG BECKER TRUSTEE 2.0 X 0 0 0 JOSEPH DRAGONE TRUSTEE 2.0 X 0 0 0 JUDY WHITE TRUSTEE 2.0 X 0 0 0 GREGG FLEISHER Trustee 2.0 X 0 0 0 MARCIA HUNT Trustee 2.0 X 0 0 0 CHAT LEONARD Trustee 2.0 X 0 0 0 NANCY MCCALLIN Trustee 2.0 X 0 0 0 GERALD POPE Trustee 2.0 X 0 0 0 STEFANIE SANFORD CHIEF OF GLOBAL POLICY, ADVOCACY & COMMUNICATIONS 40.0 X 430063 0 166557 JAMES MONTOYA SEC'Y & CHIEF OF MEMBERSHIP, GOVERNANCE, & GLOBAL HIGHER ED 7/25/16-12/31/16 40.0 X 391513 0 44035 THERESA SHAW SENIOR VICE PRESIDENT AND CHIEF INFORMATION OFFICER 40.0 X 421205 0 55518 CYNDIE SCHMEISER CHIEF OF ASSESSMENT 40.0 X 432680 0 58068 JEREMY SINGER CHIEF OPERATING OFFICER 40.0 X 684880 0 185858 STEVEN TITAN VICE PRESIDENT, TREASURER 1/1/16-3/16/16 40.0 X 475517 0 36866 PETER SCHWARTZ GENERAL COUNSEL & CHIEF ADMINISTRATIVE OFFICER 40.0 X 399265 0 42760 ROBERT GORDON SENIOR VP, FINANCE & GLOBAL STRATEGY 40.0 X 398684 0 34452 MARTHA STRATIS CHIEF ACCOUNTING OFFICER AND TREASURER 3/17/16-12/31/16 40.0 X 275721 0 36309 ERICKA MILLER SEC'Y & CHIEF OF MEMBERSHIP, GOVERNANCE & GLOBAL HIGHER ED 1/8/16-7/24/16 40.0 X 189395 0 10204 DOROTHY SEXTON VP, SECRETARY 1/1/16-1/7/16 40.0 X 242656 0 41359 TREVOR PACKER SVP, AP PROGRAMS 40.0 X 437361 0 41485 STEVE BUMBAUGH SVP, COLLEGE AND CAREER ACCESS 40.0 X 345556 0 28976 John McGrath SVP,Communications & Marketing Communications 40.0 X 363961 0 172763 CONNIE BETTERTON VICE PRESIDENT, HIGHER EDUCATION ACCESS AND STRATEGY 40.0 X 333451 0 35641 MATTHEW COSTELLO VICE PRESIDENT, ASSESSMENT OPERATIONS 40.0 X 315123 0 57920 GREGORY WALKER VICE PRESIDENT, MIDWEST REGIONAL OFFICE 40.0 X 320224 0 55518 SEAN BUCKLEY SENIOR VICE PRESIDENT, RESEARCH 40.0 X 356132 0 55518 TODD HUSTON SR. VP, STATE AND DISTRICT PARTNERS RECLASSIFIED AS NON-OFFICER 40.0 X 396592 0 58018 NEIL LANE GENERAL COUNSEL 40.0 X 420827 0 55428 PAUL SECHRIST FORMER TRUSTEE 2.0 X 51668 0 0 9138087 0 1528771 890 true true false EDUCATIONAL TESTING SERVICES 4897 COLLECTION CENTER DRIVE CHICAGO IL 60693 TESTING SERVICES 359100138 EXPERIS IT SERVICES US LLC 4400 POST OAK PARKWAY HOUSTON TX 77027 IT CONSULTING 45909180 NCS PEARSON 21866 NETWORK PLACE CHICAGO IL 60673 TESTING SERVICES 30215145 ALORICA INC 8151 PETERS ROAD PLANTATION FL 33324 CALL CENTER SERVICES 15538004 NATIONAL MERIT SCHOLARSHIP 1560 Sherman Avenue Suite 200 Evanston IL 60201 COSPONSORSHIP SERVICES 8109261 256 3311143 652792 3963935 AP AND INSTRUCTION 611710 446462875 446462875 ASSESSMENTS 611710 338272000 338272000 COLLEGE OPPORTUNITIES & ENROLLMENT 611710 94183018 94183018 OTHER SERVICES 611710 21952190 21952190 0 0 0 0 900870083 13970625 524830 13445795 0 0 534676694 66953850 523292260 54520955 11384434 12432895 23817329 23817329 0 0 0 0 0 942621972 900870083 524830 37263124 491371 491371 705309 705309 6695116 1295871 5399245 180595417 121894638 58700779 0 20880305 13986563 6893742 0 17777399 11769678 6007721 0 13367096 8825289 4541807 0 874937 620879 254058 445065 445065 2263187 2263187 6882289 6882289 57940534 57940534 0 0 3166347 3166347 8245369 4370644 3874725 0 29406688 20398461 9008227 23766188 15621011 8145177 0 17330329 14934006 2396323 0 10449693 9312700 1136993 0 33003857 27409632 5594225 1288450 1288450 ASSESSMENT ADMINISTRATION & DEVELOPMENT 439216918 439216918 PRINTING AND PUBLICATIONS 18166857 18111833 55024 RESEARCH 7235943 7235943 MARKETING 3662230 3215980 446250 1197484 823199 374285 0 905054378 781346806 123707572 0 33237660 32986577 124811146 193426635 2561974 2120442 98639957 100268281 0 0 0 12376127 12862837 183220838 56435052 122160324 126785786 445130653 232270731 239870064 426378014 0 8402575 7542852 1087190480 1134642155 78111550 67704047 89800656 96202955 85494011 82612588 253406217 246519590 X 832345136 886703744 1439127 1418821 833784263 888122565 1087190480 1134642155 X 37567594 10993762 5776946 X false true X true true true X 7570 8058 3923 5646 3964 29161 771896 813419 261946 879427 900870 3627558 0 0 0 779466 821477 265869 885073 904834 3656719 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3656719 9584 11825 5360 14462 13404 54635 0 9584 11825 5360 14462 13404 54635 170 170 0 0 0 0 0 0 789050 833302 271229 899535 918408 3711524 0.9852 0.9875 0.0147 0.0125 X Schedule A, Part III SUPPORT SCHEDULE FOR ORGANIZATIONS DESCRIBED IN SECTION 509 (A)(2) PART III SCHEDULE A WAS COMPLETED IN THOUSANDS. PLEASE NOTE THAT THERE WAS NO IMPACT TO THE RESULTING PERCENTAGE COMPUTED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true false false true 2263187 false false 2263187 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY The College Board contacts legislators and their staff to provide data and statistics on K-12 education and college admissions and to encourage them to support appropriations for education. Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY The College Board contacts legislators and their staff to provide data and statistics on K-12 education and college admissions and to encourage them to support appropriations for education. 57884009 15969253 41914756 111541832 38878240 72663592 13794997 1587559 12207438 126785786 NONPUBLICLY TRADED SECURITIES 70379198 F PARTNERSHIPS 355998816 F 426378014 DEFERRED RENT 34073272 457 (B) PLAN LIABILITY 4528919 ACCRUED POST-RETIREMENT BENEFITS 43335397 DEFERRED COMPENSATION 675000 Capital Lease Payable Security Deposit 82612588 X 946733445 10993762 0 10993762 935739683 6882289 0 6882289 942621972 898172089 0 0 898172089 6882289 0 6882289 905054378 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which the temporary differences are expected to be recovered or settled. The effect on deferred tax assets and liabilities of a change in tax rates is recognized in income in the period that includes the enactment date. The Board recognizes in the financial statements only those tax positions determined to be more likely than not of being sustained upon examination, based on the technical merits of the positions under the presumption that the taxing authorities have full knowledge of all relevant facts. The determination of which tax positions are more likely than not of being sustained requires the use of significant judgments and estimates by management, which may or may not be borne out by actual results. As of December 31, 2016, the Board had no reserves for uncertain tax provisions. Central America and the Caribbean Program Services WORKSHOPS 3579 Central America and the Caribbean Program Services TESTING 215685 Central America and the Caribbean Program Services EDUCATIONAL CONFERENCES 409 East Asia and the Pacific Program Services TESTING 2513158 East Asia and the Pacific Program Services EDUCATIONAL CONFERENCES 133288 East Asia and the Pacific Program Services WORKSHOPS 96507 Europe (Including Iceland and Greenland) Program Services TESTING 1545987 Europe (Including Iceland and Greenland) Program Services EDUCATIONAL CONFERENCES 116930 Europe (Including Iceland and Greenland) Program Services WORKSHOPS 71450 Middle East and North Africa Program Services TESTING 2248602 Middle East and North Africa Program Services EDUCATIONAL CONFERENCES 58513 North America (Canada & Mexico only) Program Services TESTING 1124840 North America (Canada & Mexico only) Program Services EDUCATIONAL CONFERENCES 142920 Russia and Neighboring States Program Services TESTING 57809 South America Program Services WORKSHOPS 15821 South America Program Services TESTING 31887 South America Program Services EDUCATIONAL CONFERENCES 8536 South Asia Program Services EDUCATIONAL CONFERENCES 14327 South Asia Program Services WORKSHOPS 147600 Sub-Saharan Africa Program Services EDUCATIONAL CONFERENCES 4834 Sub-Saharan Africa 0 0 Investments 419781 North America (Canada & Mexico only) Program Services WORKSHOPS 1348889 Central America and the Caribbean 0 0 Investments 146692453 Europe (Including Iceland and Greenland) 0 0 Investments 679113 North America (Canada & Mexico only) 0 0 Investments 4406755 0 0 0 0 0 0 8377385 153722288 162099673 true false true true true false true HARVARD UNIVERSITY 104 MOUNT AUBURN STREET CAMBRIDGE MA 02138 042108580 501(C)(3) 25455 RESEARCH THE FUND FOR PUBLIC SCHOOLS 52 CHAMBERS STREET NEW YORK NY 10007 112656137 501(C)(3) 152500 STEM EDUCATION SMART HISTORY INC 10 WOODBROOK ROAD PLEASANTVILLE NY 10570 272115614 501(C)(3) 100000 EDUCATION WESTERN INTERSTATE COMMISSION FOR HIGHER EDUCATION 3035 CENTER GREEN DRIVE SUITE 200 BOULDER CO 803012204 846008945 501(C)(3) 116666 EDUCATION LEADERSHIP ENTERPRISE FOR A DIVERSE AMERICA 501 SEVENTH AVENUE NEW YORK NY 10018 331071771 501(C)(3) 10000 EDUCATION NATIONAL COLLEGE ADVISING CORP 301 W BARBEE CHAPEL ROAD SUITE 210 CHAPEL HILL NC 27517 461192687 501(C)(3) 25000 EDUCATION URBAN DEBATE LEAGUES 200 S MICHIGAN AVENUE SUITE 1040 CHICAGO IL 60604 204323096 501(C)(3) 10000 EDUCATION BRAVEN INC 1046 WEST KIZIE STREET SUITE 301 CHICAGO IL 60642 464340594 501(C)(3) 10000 RESEARCH MISSISSIPPI DEPARTMENT OF EDUCATION PO BOX 771 JACKSON MS 39205 646000758 IRC 115 20000 Teacher training 9 AP Fellowships 1127 705309 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE COLLEGE BOARD MAINTAINS ACCURATE RECORDS OF THE AMOUNTS OF GRANTS IN ACCORDANCE WITH GAAP, DOCUMENTS SELECTION CRITERIA AND ELIGIBILITY, AND MONITORS USE OF GRANT FUNDS. X true true X X X X X X true true false false false false false false false DAVID COLEMAN PRESIDENT & CEO/TRUSTEE 804245 0 512369 0 138999 0 234450 0 21068 0 1711131 0 0 0 STEFANIE SANFORD CHIEF OF GLOBAL POLICY, ADVOCACY & COMMUNICATIONS 393915 0 15631 0 20517 0 159450 0 7107 0 596620 0 0 0 JAMES MONTOYA SEC'Y & CHIEF OF MEMBERSHIP, GOVERNANCE, & GLOBAL HIGHER ED 7/25/16-12/31/16 345741 0 27416 0 18356 0 34450 0 9585 0 435548 0 0 0 THERESA SHAW SENIOR VICE PRESIDENT AND CHIEF INFORMATION OFFICER 382476 0 17669 0 21060 0 34450 0 21068 0 476723 0 0 0 CYNDIE SCHMEISER CHIEF OF ASSESSMENT 379925 0 25338 0 27417 0 34450 0 23618 0 490748 0 0 0 JEREMY SINGER CHIEF OPERATING OFFICER 609567 0 24520 0 50793 0 159450 0 26408 0 870738 0 0 0 STEVEN TITAN VICE PRESIDENT, TREASURER 1/1/16-3/16/16 161354 0 9778 0 304385 0 25976 0 10890 0 512383 0 0 0 PETER SCHWARTZ GENERAL COUNSEL & CHIEF ADMINISTRATIVE OFFICER 366314 0 15733 0 17218 0 34450 0 8310 0 442025 0 0 0 ROBERT GORDON SENIOR VP, FINANCE & GLOBAL STRATEGY 374623 0 7866 0 16195 0 34450 0 2 0 433136 0 0 0 MARTHA STRATIS CHIEF ACCOUNTING OFFICER AND TREASURER 3/17/16-12/31/16 235829 0 25150 0 14742 0 34201 0 2108 0 312030 0 0 0 ERICKA MILLER SEC'Y & CHIEF OF MEMBERSHIP, GOVERNANCE & GLOBAL HIGHER ED 1/8/16-7/24/16 182400 0 0 0 6995 0 4799 0 5405 0 199599 0 0 0 DOROTHY SEXTON VP, SECRETARY 1/1/16-1/7/16 236626 0 3568 0 2462 0 31774 0 9585 0 284015 0 0 0 TREVOR PACKER SVP, AP PROGRAMS 386557 0 49847 0 957 0 34450 0 7035 0 478846 0 0 0 STEVE BUMBAUGH SVP, COLLEGE AND CAREER ACCESS 344245 0 0 0 1311 0 7908 0 21068 0 374532 0 0 0 John McGrath SVP,Communications & Marketing Communications 325500 0 25984 0 12477 0 159450 0 13313 0 536724 0 0 0 CONNIE BETTERTON VICE PRESIDENT, HIGHER EDUCATION ACCESS AND STRATEGY 280329 0 44295 0 8827 0 34450 0 1191 0 369092 0 0 0 MATTHEW COSTELLO VICE PRESIDENT, ASSESSMENT OPERATIONS 281767 0 25712 0 7644 0 34450 0 23470 0 373043 0 0 0 GREGORY WALKER VICE PRESIDENT, MIDWEST REGIONAL OFFICE 253066 0 48344 0 18814 0 34450 0 21068 0 375742 0 0 0 SEAN BUCKLEY SENIOR VICE PRESIDENT, RESEARCH 305960 0 15296 0 34876 0 34450 0 21068 0 411650 0 0 0 TODD HUSTON SR. VP, STATE AND DISTRICT PARTNERS RECLASSIFIED AS NON-OFFICER 335830 0 44179 0 16583 0 34450 0 23568 0 454610 0 0 0 NEIL LANE GENERAL COUNSEL 400881 0 0 0 19946 0 34450 0 20978 0 476255 0 0 0 PAUL SECHRIST FORMER TRUSTEE 51668 0 0 0 0 0 0 0 0 0 51668 0 0 0 Schedule J, Part II, Column (B)(i) Paul Sechrist occupied an apartment in New York City paid for by the College Board as compensation for his services of developing a handbook for use by the Board of Trustees. Schedule J, Part I, Line 1a First-class or charter travel FIRST CLASS TRAVEL IS SOMETIMES USED BY 3 STAFF MEMBERS OF THE OFFICE OF THE PRESIDENT AND IS EXCLUDED FROM TAXABLE COMPENSATION IN ACCORDANCE WITH IRC SEC. 274. Schedule J, Part I, Line 4a Severance or change-of-control payment Steve Titan $277,369 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Deferred compensation was accrued but not paid to the following: David Coleman $200,000 Jeremy Singer $125,000 Stephanie Sanford $125,000 John McGrath $125,000 Form 990, Part III, Line 4d Description of other program services (Expenses $ 50,973,763 including grants of $)(Revenue $ 21,952,190) Research & Advocacy - The College Board's Research and Advocacy efforts are related primarily to the areas of college preparation and access, college affordability and financial aid, college admission and completion, and the importance of teachers and school counselors. Membership - The College Board works to strengthen relationships among members to achieve our shared goals through programs, services and large-scale conferences, the College Board seeks to foster community, expand knowledge and enhance the profession. Puerto Rico and Latin America - Assessment and educational services. Form 990, Part VI, Line 6 Classes of members or stockholders The College Board is a membership corporation chartered by the NYS Board of Regents whose members are institutions, systems, organizations and agencies engaged in or serving post-secondary/higher and secondary education and working to support preparation for and transition to post-secondary /higher education. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Members elect 30 of the 31 members of the governing body, the Board of Trustees, by appointing delegates who represent them at meetings of the College Board, Regional Assemblies, and National Assemblies as follows: 9 Trustees are elected by 6 Regional Assemblies, 6 Trustees are elected by 3 National Assemblies, and 15 Trustees are elected at-large nationally. The President is appointed by the Trustees. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders If the governing board proposes an amendment of the corporate Charter or bylaws, a two-thirds vote of the members is required to approve the proposed amendment. Members may also suspend the Bylaws with a unanimous vote when a quorum is present at a meeting. Form 990, Part VI, Line 11b Review of form 990 by governing body The 990 is reviewed by the Tax Director, the College Board's public accounting firm, the Chief Accounting Officer & Treasurer, members of the senior management team, and the Audit Committee of the Board of Trustees before it is provided to the Board of Trustees for approval. Form 990, Part VI, Line 12c Conflict of interest policy Annual Disclosure Statement - Each year, the College Board Office provides the Trustees, Officers, and Executive Directors "Guidelines for Avoiding Conflicts of Interest, Maintaining Confidentiality, and Barring Insider Trading" and requires them to sign annual disclosure statements, which are reviewed by the College Board Offices of the Secretary and General Counsel. The College Board Employee Handbook ("Handbook") sets forth the College Board policies on conflicts, which require employees to report actual and potential conflicts in writing. A violation will result in immediate discipline, up to and including immediate termination. Ethics and Compliance Reporting System is an additional mechanism for both employees and non-employees to raise concerns in an anonymous and confidential manner through an internet based ethics and compliance reporting system and call center. Reports submitted are reviewed by the College Board Office of the General Counsel. Form 990, Part VI, Line 15a Process to establish compensation of top management official The process for determining compensation for the organization's officers and top management is modeled after the requirements in the IRS Code Section 4958 to establish the presumption of reasonable compensation. Compensation was reviewed and recommended in advance of being paid by the Trustee Committee on Human Resources and Compensation and then approved by the Trustee Executive Committee. Both Committees are comprised of individuals who have no conflict of interest. The Trustee Committee on Human Resources and Compensation engages an independent third-party executive compensation consultant who provides comparable market data. The compensation of the officers and top management is determined based on the market data. The Trustee Committee on Human Resources and Compensation conducted a review of the comparability data and documented its discussion and decisions in minutes that are retained with the organization's other governance materials. Form 990, Part VI, Line 15b Process to establish compensation of other employees The process for determining compensation for the organization's officers and top management is modeled after the requirements in the IRS Code Section 4958 to establish the presumption of reasonable compensation. Compensation was reviewed and recommended in advance of being paid by the Trustee Committee on Human Resources and Compensation and then approved by the Trustee Executive Committee. Both Committees are comprised of individuals who have no conflict of interest. The Trustee Committee on Human Resources and Compensation engages an independent third-party executive compensation consultant who provides comparable market data. The compensation of the officers and top management is determined based on the market data. The Trustee Committee on Human Resources and Compensation conducted a review of the comparability data and documented its discussion and decisions in minutes that are retained with the organization's other governance materials. Form 990, Part VI, Line 19 Required documents available to the public The College Board complies with all laws requiring public disclosure of governing documents, conflict of interest policies, and financial statement reporting. The College Board's Bylaws, Charter, and Assembly Governance Plans are available at collegeboard.org. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Release of Temporarily Restricted Net Assets - -20225; Post Retirement Benefits - 5797171;