2017-03-03T08:29:08-06:00 2016-08-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2015-09-01 366009499 NATIONAL ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN NATI 2022328777 1313 L STREET NW NO 500 WASHINGTON DC 20005 RHIAN EVANS ALLVIN CHIEF EXECUTIVE OFFICER 2022328777 2017-03-03 1 SUBRINA WOOD CPA P00365899 2023319880 2015 2021-01-29 14:40:06Z RHIAN EVANS ALLVIN 1313 L STREET NW NO 500 WASHINGTON DC 20005 33848760 0 X WWW.NAEYC.ORG X 1959 IL NAEYC PROMOTES HIGH-QUALITY EARLY LEARNING FOR ALL CHILDREN, BIRTH THROUGH AGE 8, BY CONNECTING PRACTICE, POLICY, AND RESEARCH. WE ADVANCE A DIVERSE, DYNAMIC EARLY CHILDHOOD PROFESSION AND SUPPORT ALL WHO CARE FOR, EDUCATE, AND WORK ON BEHALF OF YOUNG CHILDREN. 17 17 131 40 339295 0 305957 1510365 15841181 14396148 78501 50581 3287655 3038391 19513294 18995485 0 0 0 0 8743911 8330720 0 0 70234 10909784 9725933 19653695 18056653 -140401 938832 36980070 37212649 22459851 22149281 14520219 15063368 X NAEYC PROMOTES HIGH-QUALITY EARLY LEARNING FOR ALL CHILDREN, BIRTH THROUGH AGE 8, BY CONNECTING PRACTICE, POLICY, AND RESEARCH. WE ADVANCE A DIVERSE, DYNAMIC EARLY CHILDHOOD PROFESSION AND SUPPORT ALL WHO CARE FOR, EDUCATE, AND WORK ON BEHALF OF YOUNG CHILDREN. 0 0 5372571 5874458 ACCREDITATION - AS AN ACCREDITATION SYSTEM, NAEYC IS COMMITTED TO CONTINUOUS QUALITY IMPROVEMENT AND THE USE OF FEEDBACK FROM STAKEHOLDERS TO ENHANCE THE PRACTICE. THROUGHOUT FISCAL YEAR 2016, WE COMPILED DATA FROM PROGRAM RECORDS, EARLY CHILDHOOD EDUCATORS, PROGRAM ADMINISTRATORS, COACHES, ASSESSORS, STATE ADMINISTRATORS, AND OTHER STAKEHOLDERS TO IDENTIFY AND PRIORITIZE ENHANCEMENTS THAT BUILD ON ITS 30-YEAR EXPERIENCE AND STREAMLINE THE ACCREDITATION PROCESS. FURTHER, THIS YEAR MARKED THE 10TH ANNIVERSARY OF NAEYC'S EARLY CHILDHOOD ASSOCIATE DEGREE ACCREDITATION SYSTEM - A SYSTEM THAT HAS GROWN TO 177 ACCREDITED ASSOCIATE DEGREE PROGRAMS AND IS POSITIONED FOR STRONG GROWTH IN THE COMING YEAR. AS PART OF A GRANT FROM THE W.K. KELLOGG FOUNDATION, 25 EARLY CHILDHOOD DEGREE PROGRAMS RECEIVED SCHOLARSHIPS THIS YEAR TO SUPPORT THEIR EFFORTS TO SEEK ACCREDITATION THROUGH NAEYC'S EARLY CHILDHOOD ASSOCIATE DEGREE ACCREDITATION SYSTEM. ALMOST HALF OF THESE SCHOLARSHIPS ARE SUPPORTING PROGRAMS AT THE BACCALAUREATE AND MASTER'S DEGREE LEVELS THAT ARE PARTICIPATING IN THE ACCREDITATION SYSTEM'S EXPANSION PILOT. 1897261 3279287 NAEYC CONTENT AND RESOURCES - NAEYC OFFERS THE EARLY CHILDHOOD FIELD CURRENT, RELEVANT, RESEARCH-BASED GUIDANCE ON PROVIDING HIGH-QUALITY EDUCATIONAL OPPORTUNITIES FOR CHILDREN FROM BIRTH THROUGH AGE 8. NAEYC PUBLISHED THREE BOOKS IN FY16 - SPOTLIGHT ON YOUNG CHILDREN: TEACHING AND LEARNING IN THE PRIMARY GRADES; TEACHING THE NAEYC CODE; AND COACHING WITH POWERFUL INTERACTIONS - PLUS 1 CO-PUBLICATION - THE NEW EARLY CHILDHOOD PROFESSIONAL. YOUNG CHILDREN, NAEYC'S FLAGSHIP PEER-REVIEWED JOURNAL, RECEIVED THREE EXCEL AWARDS, AND TIMELY CLUSTER TOPICS FOR 2016 DELVED INTO SUPPORTING LITERACY IN THE PRIMARY GRADES, COLLABORATING WITH COLLEAGUES, TEACHING AND LEARNING WITH CHILDREN'S BOOKS, AND 21ST CENTURY TEACHING AND LEARNING. TEACHING YOUNG CHILDREN (TYC) WAS ONE OF THREE FINALISTS NOMINATED FOR A REVERE AWARD FOR BEST OVERALL PUBLICATION. THE FIVE ISSUES OF TYC THIS YEAR INCLUDED A RANGE OF ARTICLES ON TIMELY RESEARCH-BASED TOPICS INCLUDING A SERIES ON BLOOM'S TAXONOMY AND HIGHER LEVEL THINKING. NEW FEATURES IN THE MAGAZINE THIS YEAR INCLUDED A SERIES ON MAKING AND A STEAM COLUMN. 2705121 5180591 CONFERENCES AND EVENTS - NAEYC'S ANNUAL EVENTS ARE INTEGRAL TO THE IMPACT IT HAS ON THE EARLY CHILDHOOD PROFESSION. IN FISCAL YEAR 2016, WE HOSTED SUCCESSFUL MEETINGS IN ORLANDO, WASHINGTON, D.C., AND BALTIMORE. NAEYC'S ANNUAL CONFERENCE AND EXPO (NOVEMBER) DREW NEARLY 10,000 EARLY LEARNING PROFESSIONALS TO ORLANDO, FLORIDA, AS THEY GATHERED TO CELEBRATE THE "POWER OF THE PROFESSION." THE CONFERENCE FEATURED OVER 500 SESSIONS COVERING TOPICS SUCH AS PROFESSIONAL DEVELOPMENT AND PREPARATION SYSTEMS, STEAM, WAGES AND COMPENSATION, AND LANGUAGE AND LITERACY. THE 2015 CONFERENCE ALSO SAW THE EXPANSION OF THE GRANDES COMIENZOS DUAL-LANGUAGE LEARNING TRACK. NAEYC'S PUBLIC POLICY FORUM TOOK PLACE IN EARLY MARCH WITH A RECORD NUMBER OF MEMBERS FROM ACROSS THE COUNTRY CONVENING FOR THREE DAYS OF INFORMATIVE SESSIONS WITH EARLY CHILDHOOD POLICY EXPERTS, A PUBLIC POLICY "BOOT CAMP, AND PHONE-BANKING VOLUNTEER OPPORTUNITIES. FINALLY, THE NATIONAL INSTITUTE FOR EARLY CHILDHOOD PROFESSIONAL DEVELOPMENT (JUNE) EXCEEDED ITS REGISTRATION REVENUE AND ATTENDANCE GOALS. MORE THAN 2,400 HIGHER EDUCATION FACULTY, TRAINERS, RESEARCHERS, AND ADVOCATES GATHERED IN BALTIMORE, MARYLAND TO ADVOCATE FOR "EARLY LEARNING AT THE TOP OF THE TICKET," A THEME THAT WAS A MAJOR FOCUS OF OUR EVENTS AND ADVOCACY WORK THIS YEAR. 5591684 2870908 OTHER PROGRAM SERVICES ARE: OFFICE OF THE EXECUTIVE DIRECTOR, AFFILIATES, CONTRACTS AND CONSULTING, PROFESSIONAL DEVELOPMENT, MEMBERSHIP, PUBLIC ADVOCACY/PUBLIC INFORMATION, PROGRAM SUPPORT SERVICES. 5591684 2870908 15566637 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 167 0 1 131 1 1 1 0 0 0 0 0 0 0 0 0 X 17 17 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AZ CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT WV WA WI WY VA AR X X X RICHARD HOLLY 2022328777 1313 L STREET NW STE 500 WASHINGTON DC 20005 DEB CASSIDY 6116 THROUGH 72416 PRESIDENT 3.60 X X 0 0 0 IDA ROSE FLOREZ VICE PRESIDENT 3.60 X X 0 0 0 WILLIAM H ISLER TREASURER 3.60 X X 0 0 0 SUSAN PERRY-MANNING SECRETARY 3.60 X X 0 0 0 LORRAINE COOKE UNTIL 53116 BOARD MEMBER 2.60 X 0 0 0 CRISTINA GILLANDERS BOARD MEMBER 2.60 X 0 0 0 KELLY HANTAK BOARD MEMBER 2.60 X 0 0 0 TAMMY MANN FROM 72416 PRESIDENT 3.60 X X 0 0 0 CARL MACK BOARD MEMBER 2.60 X 0 0 0 JAN STEVENSON BOARD MEMBER 2.60 X 0 0 0 CHAD DUNKLEY BOARD MEMBER 2.60 X 0 0 0 NILI LUO BOARD MEMBER 2.60 X 0 0 0 ANNE MCCLAIN TERRELL BOARD MEMBER 2.60 X 0 0 0 KRISTA MURPHY BOARD MEMBER 2.60 X 0 0 0 ILIANA ALANIS BOARD MEMBER 2.60 X 0 0 0 VINCENT COSTANZA BOARD MEMBER 2.60 X 0 0 0 ELISA HUSS-HAGE FROM 6116 BOARD MEMBER 2.60 X 0 0 0 CAROL BRUNSON DAY UNTIL 53116 PRESIDENT 3.60 X X 0 0 0 ISAURO ESCAMILLA CALAN FROM 6116 BOARD MEMBER 2.60 X 0 0 0 SEBREANA DOMINGUE FROM 6116 BOARD MEMBER 2.60 X 0 0 0 RHIAN EVANS ALLVIN CHIEF EXECUTIVE OFFICER 40.00 X 254571 0 23665 RICHARD HOLLY DEPUTY DIRECTOR FINANCE & OPERATIONS 40.00 X 167037 0 16860 LAKSHMI SARMA RAMANI GENERAL COUNSEL 40.00 X 159682 0 19274 STEPHANIE MORRIS DEPUTY EXEC DIRECTOR BRAND 40.00 X 177342 0 36264 MARICA MITCHELL DEPUTY EXEC. DIRECTOR EARLY LEARNING 40.00 X 154303 0 26209 BARBARA A WILLER SENIOR ADVISOR STRATEGIC INITIATIVES 40.00 X 154218 0 11798 KYLE L SNOW SR SCHOLA & DIR, NAEYC'S CENTER 40.00 X 145108 0 37933 PETER PIZZOLONGO ASSOCIAT EXECUTIVE DIRECTOR 40.00 X 120511 0 23200 STEPHANIE OLMORE SENIOR DIRECTOR GLOBAL ENGAGEMENT 40.00 X 102822 0 14499 KATHLEEN CHARNER EDITOR-IN-CHIEF OF BOOKS 40.00 X 101720 0 6276 1537314 0 215978 11 0 1 0 EXECUTIVE AUDITO VISUAL SERVICES INC 100 PARK AVENUE 16TH FLOOR NEW YORK NY 10017 AUDIO VISUAL SERVICES 494219 QUAD GRAPHICS PO BOX 842858 BOSTON MA 022842858 COMMERCIAL PRINTING 310641 PBD WORLDWIDE FULFILLMENT SERVICES PO BOX 930108 ATLANTA GA 31193 FULFILLMENT SERVICES 310271 THE YGS GROUP 3650 WEST MARKET STREET YORK PA 17404 COMMERCIAL PRINTING 303988 KUSHNER & ASSOCIATES 24003A VENTURA BLVD SUITE 100 CALABASAS CA 91302 TRANSPORTATION 238085 35 1510365 1510365 ACCREDITATION 900099 5874458 5874458 CONFERENCES AND SEMINA 900099 5180591 5071296 109295 MEMBERSHIP DUES 900099 2839310 2839310 JOURNAL 900099 470191 215426 254765 CONTRACTS AND CONSULTI 900099 31598 31598 14396148 93935 93935 66717 66717 1187266 1065744 121522 121522 84530 36992 13418653 13462007 -43354 -43354 -43354 3134620 325524 2809096 2809096 OTHER INCOME 900099 41056 41056 41056 18995485 16841184 339295 304641 X 873028 428444 377534 67050 5933261 4747560 1185701 230154 190884 39270 823156 593752 229404 471121 444772 23165 3184 54404 11252 43152 47557 2748 44809 2559678 2043798 515880 1735650 1613464 122186 389778 38631 351147 398730 43940 354790 1240614 1157980 82634 1378715 1358590 20125 766246 766246 638991 71609 567382 175947 55265 120682 REAL ESTATE TAXES 564765 564765 AUDIO VISUAL 501980 413816 88164 MISCELLANEOUS 90371 74499 15872 MANAGEMENT 76976 63457 13519 -894469 2212176 -3106645 18056653 15566637 2419782 70234 1462361 1113595 4359018 5083669 119228 428765 509793 777175 671247 595470 596852 880176 28290104 8954855 19638087 19335249 9538961 8994814 84523 3736 36980070 37212649 1599999 1475336 3587618 3012274 12760000 12489000 4512234 5172671 22459851 22149281 X 13881213 13702232 639006 1361136 14520219 15063368 36980070 37212649 X 938832 411991 -807674 X 0 1 X 1 0 X 1316868 1664225 2243018 305957 1510365 7040433 14964852 16208177 17518232 18759905 17166708 84617874 16281720 17872402 19761250 19065862 18677073 91658307 0 0 0 91658307 505592 62079 96153 155589 160652 980065 505592 62079 96153 155589 160652 980065 335 241032 241367 16787647 17934481 19857403 19221451 19078757 92879739 0.98680 0.98180 0.01060 0.01820 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2011 AMOUNT: $ 335. 2015 AMOUNT: $ 194,278. MAILING LIST INCOME - 2015 AMOUNT: $ 46,754. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34231 67738 101969 17839277 17941246 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 96269 93658 24114 101969 316010 250000 250000 250000 250000 1000000 1500000 7044 10567 13291 34231 65133 8829620 8829620 13918482 4934970 8983512 253536 172360 81176 3052412 2820300 232112 2236054 1027225 1208829 19335249 REFUNDABLE ADVANCES 259970 DEPOSITS PAYABLE 56277 INTEREST RATE SWAP OBLIGATION 4725858 DUE TO AFFILIATES 130566 5172671 X 19873308 411991 140308 325524 877823 18995485 0 18995485 18522485 140308 325524 465832 18056653 0 18056653 PART X, LINE 2: NAEYC ACCOUNTS FOR INCOME TAX UNCERTAINTIES IN ACCORDANCE WITH THE ASC TOPIC INCOME TAXES. FOR THE YEAR ENDED AUGUST 31, 2016, NAEYC PERFORMED AN EVALUATION OF ALL TAX POSITIONS TAKEN AND DETERMINED THERE WERE NO MATTERS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED IN PART VIII 325,524. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED IN PART VIII 325,524. 1 EUROPE 0 0 PROGRAM SERVICES CONTRACTS AND CONSULTING SERVICES 12000 0 0 0 0 0 0 12000 0 12000 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION USES DEPARTMENT AND PROJECT CODES TO MONITOR THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATES. X X X X 0 0 0 0 0 0 0 0 0 RHIAN EVANS ALLVIN CHIEF EXECUTIVE OFFICER 254571 0 0 0 0 0 11093 0 12572 0 278236 0 0 0 RICHARD HOLLY DEPUTY DIRECTOR FINANCE & OPERATIONS 167037 0 0 0 0 0 8750 0 8110 0 183897 0 0 0 LAKSHMI SARMA RAMANI GENERAL COUNSEL 159682 0 0 0 0 0 7923 0 11351 0 178956 0 0 0 STEPHANIE MORRIS DEPUTY EXEC DIRECTOR BRAND 177342 0 0 0 0 0 5705 0 30559 0 213606 0 0 0 MARICA MITCHELL DEPUTY EXEC. DIRECTOR EARLY LEARNING 154303 0 0 0 0 0 8000 0 18209 0 180512 0 0 0 BARBARA A WILLER SENIOR ADVISOR STRATEGIC INITIATIVES 154218 0 0 0 0 0 7817 0 3981 0 166016 0 0 0 KYLE L SNOW SR SCHOLA & DIR, NAEYC'S CENTER 145108 0 0 0 0 0 7848 0 30085 0 183041 0 0 0 A DISTRICT OF COLUMBIA 536001131 254839K69 2006-09-14 15000000 PURCHASE AND RENOVATE OFFICE BUILDING FOR USE AS NAEYC'S HEADQUARTERS 0 0 0 A 15000000 33000 15000000 2006 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 1 1 WELLS FARGO 30.000000000000 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 4 MEMBERS APPROVED NEW BYLAWS DURING THE SPRING MEETING. FORM 990, PART VI, SECTION A, LINE 6 NAEYC HAS STUDENT, REGULAR, AND COMPREHENSIVE MEMBERS. EACH GROUP RECEIVES A DIFFERENT LEVEL OF BENEFITS BUT ALL MEMBERS HAVE THE SAME VOTING RIGHTS TO VOTE FOR GOVERNING BOARD CANDIDATES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE GOVERNING BOARD ARE ELECTED BY A VOTE OF THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B CHANGES IN THE BYLAWS REQUIRE APPROVAL BY MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE CFO, CONTROLLER, AUDIT COMMITTEE, AND GENERAL COUNSEL REVIEW THE 990 BEFORE SENDING TO ALL GOVERNING BOARD MEMBERS WHO ARE GIVEN ONE WEEK TO REVIEW. AUDIT COMMITTEE GUIDANCE IS PROVIDED TO GOVERNING BOARD MEMBERS TO CAREFULLY REVIEW ANSWERS TO GOVERNANCE QUESTIONS AND THE CHECKLIST QUESTIONS OF REQUIRED SCHEDULES. FORM 990, PART VI, SECTION B, LINE 12C NAEYC REQUIRES OFFICERS, DIRECTORS AND COMMITTEE MEMBERS TO REVIEW AND SIGN THE CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. IF A BOARD MEMBER DISCLOSES A CONFLICT THAT IS MATERIAL, THE AUDIT COMMITTEE REVIEWS THE CONFLICT TO DETERMINE APPROPRIATE ACTIONS, SUCH AS THE BOARD MEMBER RECUSE HIMSELF OR HERSELF FROM DELIBERATIONS AND VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE SERVES AS THE PERSONNEL COMMITTEE OF THE BOARD. THE COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY AND RELIES ON SALARY SURVEYS OF OTHER CEOS OF SIMILAR ORGANIZATIONS. NAEYC REVIEWS INDEPENDENT MARKET DATA IN MAKING DECISIONS RELATED TO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON NAEYC'S WEBSITE. FORM 990, PART IX, LINE 11G CONSULTANTS AND CONTRACTORS: PROGRAM SERVICE EXPENSES 2,087,278. MANAGEMENT AND GENERAL EXPENSES 472,400. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,559,678. FORM 990, PART XI, LINE 9: UNREALIZED LOSS ON INTEREST RATE SWAP -807,674.