2016-05-12T13:38:17-05:00 2015-06-30 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2014-07-01 541999773 AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS AMER 7035280700 1615 DUKE STREET ARLINGTON VA 22314 DANIEL A DOMENECH EXECUTIVE DIRECTOR 7035280700 2016-05-11 1 WILLIAM E TURCO CPA P00369217 3012963600 2014 2016-08-17 19:52:53Z AASA DANIEL A DOMENECH 1615 DUKE STREET ARLINGTON VA 22314 11157286 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. 147 147 40 126 385451 -65849 1938502 2728409 6456228 6548454 156823 268095 1058495 1485842 9610048 11030800 100 0 0 0 4161711 4134436 0 0 226048 5236472 6480127 9398283 10614563 211765 416237 14123518 16146628 8678749 11104463 5444769 5042165 X AASA ADVOCATES FOR THE HIGHEST QUALITY PUBLIC EDUCATION FOR ALL STUDENTS, AND DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS. 0 0 2305363 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. 1233104 2069580 NATIONAL CONFERENCE ON EDUCATION:THE ASSOCIATION HOSTS THE NATIONAL CONFERENCE ON EDUCATION ANNUALLY. THIS CONFERENCE FEATURES NATIONALLY RECOGNIZED SPEAKERS, HOW-TO SESSIONS FOR SCHOOL ADMINISTRATORS, AND A NATIONAL EXHIBIT OF EDUCATIONAL PRODUCTS, SMALL-GROUP MEETINGS AND PRE-SESSIONS. 1163108 791300 LEADERSHIP COMMUNITIES: IN AN EFFORT TO PROVIDE SPECIALIZED SERVICES TO ITS MEMBERS, THE FOLLOWING PROGRAMS WERE INITIATED:- NATIONAL SUPERINTENDENT CERTIFICATION PROGRAM: A COMPREHENSIVE PROFESSIONAL DEVELOPMENT INITIATIVE DESIGNED TO SHARPEN THE SKILLS OF THE 21ST CENTURY SUPERINTENDENT.- LARGE COUNTYWIDE AND SUBURBAN DISTRICT CONSORTIUM: ESTABLISHED TO SUPPORT LARGE COUNTYWIDE AND SUBURBAN DISTRICTS IN THEIR EFFORTS TO ACHIEVE, SUSTAIN AND SCALE EDUCATIONAL EXCELLENCE FOR ALL STUDENTS.- AASA COLLABORATIVE: ESTABLISHED FOR SMALL AND MEDIUM SIZED DISTRICTS FOR COLLABORATING, SHARING IDEAS, BUILDING CRITICAL FRIENDS RELATIONSHIPS, AND STUDY GROUPS FOR ADDRESSING COMMON ISSUES. 833681 7665 COMMUNICATIONS 703423 2955755 MEMBER/AFFILIATE SERVICES 609203 42000 GOVERNANCE 423726 340349 LEADERSHIP DEVELOPMENT 404160 PUBLIC POLICY 272525 AWARDS 111330 OTHER 83953 127526 EDUCATIONAL MEETINGS 3442001 3473295 8143576 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 1 40 1 1 1 0 0 0 0 0 0 0 0 0 X 147 147 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 ARLINGTON 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 X 0 0 0 AMY F SICHEL EXECUTIVE COMMITTEE 2.00 X 0 0 0 BARTON L GOERING EXECUTIVE COMMITTEE 2.00 X 0 0 0 BENNY L GOODEN EXECUTIVE COMMITTEE 2.00 X 0 0 0 BROCK WOMBLE EXECUTIVE COMMITTEE 2.00 X 0 0 0 CHARLES S DEDRICK EXECUTIVE COMMITTEE 2.00 X 0 0 0 DANIEL D CURRY EXECUTIVE COMMITTEE 2.00 X 0 0 0 DEBORAH S AKERS EXECUTIVE COMMITTEE 2.00 X 0 0 0 GAIL PLETNICK EXECUTIVE COMMITTEE 2.00 X 0 0 0 GARN CHRISTENSEN EXECUTIVE COMMITTEE 2.00 X 0 0 0 JEFFREY D FRANCIS EXECUTIVE COMMITTEE 2.00 X 0 0 0 LYLE C AILSHIE EXECUTIVE COMMITTEE 2.00 X 0 0 0 MICHAEL F FITZPATRICK EXECUTIVE COMMITTEE 2.00 X 0 0 0 RICHARD CARRANZA EXECUTIVE COMMITTEE 2.00 X 0 0 0 ROBERT M SLABY EXECUTIVE COMMITTEE 2.00 X 0 0 0 ROBERT T MILLS EXECUTIVE COMMITTEE 2.00 X 0 0 0 TIMOTHY M MITCHELL EXECUTIVE COMMITTEE 2.00 X 0 0 0 WAYNE R ANDERSON EXECUTIVE COMMITTEE 2.00 X 0 0 0 YVONNE W BRANDON EXECUTIVE COMMITTEE 2.00 X 0 0 0 ALAN T LEE GOVERNING BOARD 2.00 X 0 0 0 ALVIN L LEBER GOVERNING BOARD 2.00 X 0 0 0 ANDREW GROVER GOVERNING BOARD 2.00 X 0 0 0 BARRY WOWK GOVERNING BOARD 2.00 X 0 0 0 BETSY M WEBB GOVERNING BOARD 2.00 X 0 0 0 BRAD MEEKS GOVERNING BOARD 2.00 X 0 0 0 BRENDA DIETRICH GOVERNING BOARD 2.00 X 0 0 0 BRIAN J WHISTON GOVERNING BOARD 2.00 X 0 0 0 BRIAN RECHT GOVERNING BOARD 2.00 X 0 0 0 CATHERINE M FINGER GOVERNING BOARD 2.00 X 0 0 0 CHRIS GAINES GOVERNING BOARD 2.00 X 0 0 0 CLARK J GODSHALL GOVERNING BOARD 2.00 X 0 0 0 CURT E FINCH JR GOVERNING BOARD 2.00 X 0 0 0 CURT TRYGGESTAD GOVERNING BOARD 2.00 X 0 0 0 CURTIS L JONES JR GOVERNING BOARD 2.00 X 0 0 0 D SCOTT ELLIFF GOVERNING BOARD 2.00 X 0 0 0 DANIEL F MARENDA GOVERNING BOARD 2.00 X 0 0 0 DANIEL L BROOKS GOVERNING BOARD 2.00 X 0 0 0 DANIEL W OLSON GOVERNING BOARD 2.00 X 0 0 0 DARIN DRILL GOVERNING BOARD 2.00 X 0 0 0 DAVID A COX GOVERNING BOARD 2.00 X 0 0 0 DAVID DAIGNEAULT GOVERNING BOARD 2.00 X 0 0 0 DAVID L DISTEL GOVERNING BOARD 2.00 X 0 0 0 DAVID MCGEHEE GOVERNING BOARD 2.00 X 0 0 0 DOROTHY LINN GOVERNING BOARD 2.00 X 0 0 0 DOUG HAYTER GOVERNING BOARD 2.00 X 0 0 0 ED KLAMFOTH GOVERNING BOARD 2.00 X 0 0 0 ELAINE PINCKNEY GOVERNING BOARD 2.00 X 0 0 0 ELEANOR S CRUZ GOVERNING BOARD 2.00 X 0 0 0 ERIC C ESHBACH GOVERNING BOARD 2.00 X 0 0 0 FRANK D DEVONO GOVERNING BOARD 2.00 X 0 0 0 FRANK F HEWINS GOVERNING BOARD 2.00 X 0 0 0 GARY L KELLY GOVERNING BOARD 2.00 X 0 0 0 GUY M SCONZO GOVERNING BOARD 2.00 X 0 0 0 HENRY L GRISHMAN GOVERNING BOARD 2.00 X 0 0 0 ISABELINA RODRIGUEZ GOVERNING BOARD 2.00 X 0 0 0 JACK WALSH GOVERNING BOARD 2.00 X 0 0 0 JANE L WESTERHOLD GOVERNING BOARD 2.00 X 0 0 0 JANET MASON GOVERNING BOARD 2.00 X 0 0 0 JAY CURTIS GOVERNING BOARD 2.00 X 0 0 0 JEANNE COLLINS GOVERNING BOARD 2.00 X 0 0 0 JEFF LIND GOVERNING BOARD 2.00 X 0 0 0 JEFF ZANDER GOVERNING BOARD 2.00 X 0 0 0 JERRY FREW GOVERNING BOARD 2.00 X 0 0 0 JERRY N NEEDHAM GOVERNING BOARD 2.00 X 0 0 0 JIMMY CUNNINGHAM GOVERNING BOARD 2.00 X 0 0 0 JOHN E BOURQUE GOVERNING BOARD 2.00 X 0 0 0 JOSEPH C BARROW JR GOVERNING BOARD 2.00 X 0 0 0 JOSEPH V ERARDI JR GOVERNING BOARD 2.00 X 0 0 0 JUDITH RATTNER GOVERNING BOARD 2.00 X 0 0 0 JULE WALKER GOVERNING BOARD 2.00 X 0 0 0 KATHERINE E SIPALA GOVERNING BOARD 2.00 X 0 0 0 KAY WAGGONER GOVERNING BOARD 2.00 X 0 0 0 KEN BATES GOVERNING BOARD 2.00 X 0 0 0 KENT A SHELLENBERGER GOVERNING BOARD 2.00 X 0 0 0 KEVIN MAXWELL GOVERNING BOARD 2.00 X 0 0 0 KEVIN W AHEARN GOVERNING BOARD 2.00 X 0 0 0 KIMBERLEY A HART GOVERNING BOARD 2.00 X 0 0 0 KRISTI SANDVIK GOVERNING BOARD 2.00 X 0 0 0 L OLIVER ROBINSON GOVERNING BOARD 2.00 X 0 0 0 LARRY E PARSONS GOVERNING BOARD 2.00 X 0 0 0 LARRY SMITH GOVERNING BOARD 2.00 X 0 0 0 LAWRENCE T WALTERS GOVERNING BOARD 2.00 X 0 0 0 LISA SKILES PARADY GOVERNING BOARD 2.00 X 0 0 0 LU S YOUNG GOVERNING BOARD 2.00 X 0 0 0 LUTHER L HELLER GOVERNING BOARD 2.00 X 0 0 0 MARC S JACKSON GOVERNING BOARD 2.00 X 0 0 0 MARGARET A SMITH GOVERNING BOARD 2.00 X 0 0 0 MARGARET FRIESWYK GOVERNING BOARD 2.00 X 0 0 0 MARIE WILES GOVERNING BOARD 2.00 X 0 0 0 MARK BEZEK GOVERNING BOARD 2.00 X 0 0 0 MARK D BENIGNI GOVERNING BOARD 2.00 X 0 0 0 MARYALICE RUSSELL GOVERNING BOARD 2.00 X 0 0 0 MATTHEW AKIN GOVERNING BOARD 2.00 X 0 0 0 MATTHEW MURPHY GOVERNING BOARD 2.00 X 0 0 0 MCKELL WITHERS GOVERNING BOARD 2.00 X 0 0 0 MERVIN DAUGHERTY GOVERNING BOARD 2.00 X 0 0 0 MICHAEL APPLE GOVERNING BOARD 2.00 X 0 0 0 MICHAEL CHAMBERS GOVERNING BOARD 2.00 X 0 0 0 MICHAEL FULTON GOVERNING BOARD 2.00 X 0 0 0 MICHAEL J MARTIN GOVERNING BOARD 2.00 X 0 0 0 MICHAEL TEAHON GOVERNING BOARD 2.00 X 0 0 0 MICHELLE PRICE GOVERNING BOARD 2.00 X 0 0 0 NICHOLAS CEGLAREK GOVERNING BOARD 2.00 X 0 0 0 NICK J MILANETTI GOVERNING BOARD 2.00 X 0 0 0 NYKKI HOLTON GOVERNING BOARD 2.00 X 0 0 0 PATRICIA GILLESPIE GOVERNING BOARD 2.00 X 0 0 0 PATRICK J SWEENEY GOVERNING BOARD 2.00 X 0 0 0 PATRICK K MURPHY GOVERNING BOARD 2.00 X 0 0 0 PAUL IMHOFF GOVERNING BOARD 2.00 X 0 0 0 PEDRO A RIVERA GOVERNING BOARD 2.00 X 0 0 0 RALPH MARINO JR GOVERNING BOARD 2.00 X 0 0 0 RANDY FRAZIER GOVERNING BOARD 2.00 X 0 0 0 REBECCA LADNER GOVERNING BOARD 2.00 X 0 0 0 RICHARD W FRY GOVERNING BOARD 2.00 X 0 0 0 ROBERT O'BRIEN GOVERNING BOARD 2.00 X 0 0 0 ROBERT W CHRISTMANN GOVERNING BOARD 2.00 X 0 0 0 RODNEY SHOTWELL GOVERNING BOARD 2.00 X 0 0 0 ROGER DEGROOT GOVERNING BOARD 2.00 X 0 0 0 RONALD C WHITMOYER GOVERNING BOARD 2.00 X 0 0 0 RUSSELL W BOOKER GOVERNING BOARD 2.00 X 0 0 0 RUTH PEREZ GOVERNING BOARD 2.00 X 0 0 0 RYAN SNODDY GOVERNING BOARD 2.00 X 0 0 0 SCOTT C TURNER GOVERNING BOARD 2.00 X 0 0 0 SCOTT P MCCARTNEY GOVERNING BOARD 2.00 X 0 0 0 SCOTT R KIZNER GOVERNING BOARD 2.00 X 0 0 0 SHANNON L WELSH GOVERNING BOARD 2.00 X 0 0 0 SHEILA HARRISON-WILLIAMS GOVERNING BOARD 2.00 X 0 0 0 SHERRI L SMITH GOVERNING BOARD 2.00 X 0 0 0 STEVE HALL GOVERNING BOARD 2.00 X 0 0 0 SUSAN MOXLEY GOVERNING BOARD 2.00 X 0 0 0 TERRY E DAVIDSON GOVERNING BOARD 2.00 X 0 0 0 THERON J SCHUTTE GOVERNING BOARD 2.00 X 0 0 0 THOMAS C TRIGG GOVERNING BOARD 2.00 X 0 0 0 THOMAS J LITTLE JR GOVERNING BOARD 2.00 X 0 0 0 TIM G KUEHL GOVERNING BOARD 2.00 X 0 0 0 TIMOTHY J DEWAARD GOVERNING BOARD 2.00 X 0 0 0 TODD HOADLEY GOVERNING BOARD 2.00 X 0 0 0 TOM BENSON GOVERNING BOARD 2.00 X 0 0 0 TOM J TURRELL GOVERNING BOARD 2.00 X 0 0 0 TOM SHELTON GOVERNING BOARD 2.00 X 0 0 0 V SUE CLEVELAND GOVERNING BOARD 2.00 X 0 0 0 VERNON M HENSHAW GOVERNING BOARD 2.00 X 0 0 0 WANDA SHELTON GOVERNING BOARD 2.00 X 0 0 0 WAYNE SAVOY GOVERNING BOARD 2.00 X 0 0 0 WENDY MOORE GOVERNING BOARD 2.00 X 0 0 0 DANIEL A DOMENECH EXECUTIVE DIRECTOR 40.00 X 377374 0 15486 H CHARLES WOODRUFF CHIEF OPERATING OFFICER 40.00 X 184105 0 9201 SHARON ADAMS-TAYLOR ASSOC EXE DIR, CHILDREN'S 40.00 X 150615 0 11718 DENNIS DEARDEN ASSOC EXEC DIR 40.00 X 153634 0 29772 EVELYN GILLIAM DIRECTOR, FINANCE & ADMIN 40.00 X 138025 0 9603 C J REID ASSOC EXE DIR, GOVERNANCE 40.00 X 131371 0 18828 NOELLE ELLERSON ASSOC EXEC DIR 40.00 X 114216 0 13276 CHRIS DAW DIRECTOR, MEETINGS 40.00 X 125185 0 13757 MARYANN JOBE DIRECTOR, LEADERSHIP DEV 40.00 X 115287 0 5349 1489812 0 126990 10 0 1 0 NATIONAL TRADE PRODUCTION INC CREATIVE 313 SOUTH PATRICK STREET ALEXANDRIA VA 22314 MARKETING SERVICES FOR MEMBERSHIP & CONF 221742 1 2728409 2728409 MEMBERSHIP DUES 900099 2955755 2955755 CONVENTION REVENUE 900099 2072270 2069580 2690 LEADERSHIP COMMUNITIES 900099 791300 791300 LEADERSHIP 900099 340349 340349 ADVERTISING REVENUE 541800 219254 219254 169526 169526 6548454 191093 191093 1005574 1005574 28125 0 28125 28125 28125 192148 115146 77002 77002 77002 19005 11340 7665 7665 OTHER INCOME 900099 280971 280971 WEBSITE ADVERTISING 541800 163507 163507 444478 11030800 6334175 385451 1582765 X 998520 558793 410194 29533 1879044 1051553 771915 55576 99287 55563 40787 2937 941700 526995 386852 27853 215885 120814 88686 6385 5606 2900 2706 49050 49050 1510984 1334574 85910 90500 8734 8484 250 670682 580807 86751 3124 160487 5841 154601 45 315018 315018 772259 709905 55474 6880 1154855 1139204 12521 3130 155468 155468 SUBCONTRACTS 1453251 1453251 DUES, SUBSCRIPTIONS 73351 36910 36356 85 BAD DEBT 9009 9009 INCOME TAXES -4324 -4324 145697 87496 58201 10614563 8143576 2244939 226048 400 400 3645715 5246731 259608 158304 184375 195751 176560 155811 5518356 1762847 3141471 3755509 3382811 5279150 3029059 1029044 303519 325928 14123518 16146628 848214 924147 1409284 1696133 2164761 2722253 4256490 5761930 8678749 11104463 X 5289130 4892139 5639 26 150000 150000 5444769 5042165 14123518 16146628 X 416237 -111402 -707439 X 0 1 X 1 0 X 4800556 6563629 6276148 4881432 5658671 28180436 2541746 2526838 2269717 6222795 6334175 19895271 113849 491448 585419 93653 280971 1565340 7456151 9581915 9131284 11197880 12273817 49641047 0 0 0 49641047 503098 394754 361923 1005597 1224792 3490164 78175 93811 79352 251338 581273 488565 441275 1005597 1224792 3741502 8037424 10070480 9572559 12203477 13498609 53382549 0.92990 0.94000 0.07010 0.06000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 382454 382454 10232109 10614563 680728 170182 0 0 670221 655730 619914 680728 2626593 3939890 386502 401443 385378 382454 1555777 167555 163933 154979 170182 656649 984974 1121142 27016 78 5691 1142545 1093403 27625 114 1121142 1066998 28248 322 2165 1093403 1037935 28584 479 1066998 1023369 31726 3251 20411 1037935 0.86870 0.13130 0.00000 0 0 1120555 1120555 2793562 321663 2471899 18102 12391 5711 1586137 1428793 157344 3755509 5,257.74-SPDR S&P 500 ETF TRUST 1029044 F 1029044 REFUNDABLE ADVANCES 1663472 ACCRUED POSTRETIREMENT MEDICAL BENEFITS 3775085 DEFERRED COMPENSATION 318188 DEFERRED RENT LIABILITY 5185 5761930 X 10930738 -111402 -111402 11042140 -11340 -11340 11030800 11333342 718779 718779 10614563 0 10614563 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 -11,340. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON LINE 10B 11,340. MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT 707,439. X 1 1 X X X 0 0 0 0 0 0 0 0 0 DANIEL A DOMENECH EXECUTIVE DIRECTOR 348171 0 0 0 29203 0 10968 0 6290 0 394632 0 0 0 H CHARLES WOODRUFF CHIEF OPERATING OFFICER 181542 0 0 0 2563 0 8618 0 2320 0 195043 0 0 0 SHARON ADAMS-TAYLOR ASSOC EXE DIR, CHILDREN'S 148455 0 0 0 2160 0 7200 0 7841 0 165656 0 0 0 DENNIS DEARDEN ASSOC EXEC DIR 151418 0 0 0 2216 0 7357 0 23944 0 184935 0 0 0 EVELYN GILLIAM DIRECTOR, FINANCE & ADMIN 137349 0 0 0 676 0 6585 0 6172 0 150782 0 0 0 C J REID ASSOC EXE DIR, GOVERNANCE 125801 0 0 0 5570 0 6136 0 13915 0 151422 0 0 0 PART I, LINE 1A DANIEL A. DOMENECH RECEIVED TRAVEL FOR COMPANION BENEFITS IN THE AMOUNT OF $14,204 WHICH REPORTED AS TAXABLE INCOME TO HIS SPOUSE. 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 2013 WITH EMPLOYEES BEING GIVEN A COST OF LIVING SALARY INCREASE OF 2% AND A 1.4% BONUS. 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 WHICH IS ALSO POSTED ON THE WEBSITE. FORM 990, PART IX, LINE 11G CONSULTANT FEE: PROGRAM SERVICE EXPENSES 471,241. MANAGEMENT AND GENERAL EXPENSES 83,479. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 554,720. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 6,887. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,887. HONORARIUM: PROGRAM SERVICE EXPENSES 31,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,700. BROKERAGE & COMMISSION: PROGRAM SERVICE EXPENSES 44,937. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,937. LIST RENTAL: PROGRAM SERVICE EXPENSES 18,469. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,469. PUBLICATION SERVICES: PROGRAM SERVICE EXPENSES 6,000. MANAGEMENT AND GENERAL EXPENSES 2,431. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,431. 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 705,340. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 705,340. STAFF TRAINING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 90,500. TOTAL EXPENSES 90,500. FORM 990, PART XI, LINE 9: MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT -707,439.