2015-03-16T10:23:50-05:00 2014-06-30 420714325 MCGLADREY LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2013-07-01 541999773 AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS AMER 7035280700 1615 DUKE STREET ARLINGTON VA 22314 DANIEL DOMENECH EXECUTIVE DIRECTOR 7035280700 2015-03-16 1 WILLIAM E TURCO CPA P00369217 3012963600 2013 2016-02-25 16:41:14Z AASA DANIEL A DOMENECH 1615 DUKE STREET ARLINGTON VA 22314 14334940 0 X WWW.AASA.ORG X 2001 VA AASA ADVOCATES FOR THE HIGHEST QUALITY PUBLIC EDUCATION FOR ALL STUDENTS, AND DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS. 142 142 42 142 381330 -18408 3064128 1938502 6012861 6456228 322313 156823 985988 1058495 10385290 9610048 0 100 0 0 4045372 4161711 0 0 201309 6069220 5236472 10114592 9398283 270698 211765 13400704 14123518 8264680 8678749 5136024 5444769 X AASA ADVOCATES FOR THE HIGHEST QUALITY PUBLIC EDUCATION FOR ALL STUDENTS, AND DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS. 1 0 1542952 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. 1136797 1867602 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, A NATIONAL EXHIBIT OF EDUCATIONAL PRODUCTS, SMALL-GROUP MEETINGS AND PRE-SESSIONS. 791841 16553 COMMUNICATIONS: AASA PUBLISHES AN AWARD-WINNING MAGAZINE, THE SCHOOL ADMINISTRATOR, FOR OUR MEMBERS. THE ASSOCIATION ALSO PRODUCES THE LEADER'S EDGE, THE NEW SUPERINTENDENT'S E JOURNAL AND SEVERAL OCCASIONAL MEMBERSHIP SERVICE PUBLICATIONS. 721241 827400 LEADERSHIP COMMUNITIES 673311 2942930 MEMBER/AFFILIATE SERVICES 603148 46000 GOVERNANCE 446793 PUBLIC POLICY 409117 389574 LEADERSHIP DEVELOPMENT 239734 AWARDS 140481 118245 EDUCATIONAL MEETINGS 60275 100 OTHER 3294100 100 4324149 6765690 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 41 0 1 42 1 1 1 0 0 0 0 0 0 0 0 0 X 142 142 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 K PENNINGTON PRESIDENT 2.00 X X 0 0 0 DAVID R SCHULER PRESIDENT-ELECT 2.00 X X 0 0 0 AMY F SICHEL IMMEDIATE PAST PRESIDENT 2.00 X 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 WAYNE R ANDERSON EXECUTIVE COMMITTEE 2.00 X 0 0 0 YVONNE W BRANDON EXECUTIVE COMMITTEE 2.00 X 0 0 0 RICHARD CARRANZA EXECUTIVE COMMITTEE 2.00 X 0 0 0 GARN CHRISTENSEN EXECUTIVE COMMITTEE 2.00 X 0 0 0 DANIEL D CURRY EXECUTIVE COMMITTEE 2.00 X 0 0 0 CHARLES S DEDRICK EXECUTIVE COMMITTEE 2.00 X 0 0 0 S DALLAS DANCE EXECUTIVE COMMITTEE 2.00 X 0 0 0 MICHAEL F FITZPATRICK EXECUTIVE COMMITTEE 2.00 X 0 0 0 ALTON L FRAILEY EXECUTIVE COMMITTEE 2.00 X 0 0 0 CHRIS GAINES 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 GAIL PLETNICK EXECUTIVE COMMITTEE 2.00 X 0 0 0 JULE WALKER EXECUTIVE COMMITTEE 2.00 X 0 0 0 BROCK WOMBLE EXECUTIVE COMMITTEE 2.00 X 0 0 0 ROGER KURTZ EXECUTIVE COMMITTEE 2.00 X 0 0 0 AARON SADOFF 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 HANES GOVERNING BOARD 2.00 X 0 0 0 BRIAN HARRIS GOVERNING BOARD 2.00 X 0 0 0 BRIAN J WHISTON GOVERNING BOARD 2.00 X 0 0 0 CATHERINE M FINGER GOVERNING BOARD 2.00 X 0 0 0 CHRIS WILSON GOVERNING BOARD 2.00 X 0 0 0 CLARK J GODSHALL GOVERNING BOARD 2.00 X 0 0 0 CRIT CATON 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 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 M MATHIS GOVERNING BOARD 2.00 X 0 0 0 DAVID MCGEHEE GOVERNING BOARD 2.00 X 0 0 0 DONNA LITTLE-KAUMO 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 ELLIOTT DUCHON 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 GARY LILLY GOVERNING BOARD 2.00 X 0 0 0 GUY M SCONZO 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 JEFF LIND GOVERNING BOARD 2.00 X 0 0 0 JEFF ZANDER GOVERNING BOARD 2.00 X 0 0 0 JEFFREY N REHLANDER GOVERNING BOARD 2.00 X 0 0 0 JERRY FREW GOVERNING BOARD 2.00 X 0 0 0 JIM D ROLLINS GOVERNING BOARD 2.00 X 0 0 0 JOHN E BOURQUE GOVERNING BOARD 2.00 X 0 0 0 JOHN HEARD III 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 KATHERINE E SIPALA 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 KRISTI SANDVIK GOVERNING BOARD 2.00 X 0 0 0 KYLE MCGOWAN 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 LELAND STOCKER 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 MARGARET A SMITH 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 MICHELLE PRICE GOVERNING BOARD 2.00 X 0 0 0 NANCY THOMAS 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 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 REECE BLINCOE GOVERNING BOARD 2.00 X 0 0 0 RICHARD W FRY 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 ROY M SEITSINGER GOVERNING BOARD 2.00 X 0 0 0 RUBEN ALEJANDRO GOVERNING BOARD 2.00 X 0 0 0 RUSSELL W BOOKER GOVERNING BOARD 2.00 X 0 0 0 RUTH C GILBERT-WHITNER GOVERNING BOARD 2.00 X 0 0 0 RUTH PEREZ GOVERNING BOARD 2.00 X 0 0 0 RYAN A SNODDY GOVERNING BOARD 2.00 X 0 0 0 SANDRA SHELDON 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 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 SUSAN S BUNTING 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 TODD HOADLEY 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 VERNON M HENSHAW GOVERNING BOARD 2.00 X 0 0 0 WAYNE SAVOY GOVERNING BOARD 2.00 X 0 0 0 WENDY J MOORE GOVERNING BOARD 2.00 X 0 0 0 DANIEL A DOMENECH EXECUTIVE DIRECTOR 40.00 X 373841 0 12696 H CHARLES WOODRUFF CHIEF OPERATING OFFICER 40.00 X 168529 0 6552 EVELYN GILLIAM DIRECTOR, FINANCE & ADMIN 40.00 X 133187 0 8527 DENNIS DEARDEN ASSOC EXEC DIR 40.00 X 152990 0 27032 SHARON ADAMS-TAYLOR ASSOC EXE DIR, CHILDREN'S 40.00 X 149809 0 9956 C J REID ASSOC EXE DIR, GOVERNANCE 40.00 X 130914 0 17808 BRUCE HUNTER ASSOC EXE DIR, POLICY & AD 40.00 X 132192 0 14723 1241462 0 97294 10 0 1 0 NATIONAL TRADE PRODUCTION INC CREATIVE 313 SOUTH PATRICK STREET ALEXANDRIA VA 22314 MARKETING SERVICES FOR MEMBERSHIP & CONF 278836 1 1938502 1938502 MEMBERSHIP DUES 900099 2942930 2942930 CONVENTION REVENUE 900099 1874246 1867602 6644 LEADERSHIP COMMUNITIES 900099 827400 827400 LEADERSHIP 900099 389574 389574 ADVERTISING REVENUE 541800 257833 257833 164245 164245 6456228 174161 174161 805338 805338 26098 0 26098 26098 26098 4693063 4710401 -17338 -17338 -17338 31044 14491 16553 16553 WEBSITE ADVERTISING 541800 116853 116853 OTHER INCOME 900099 93653 93653 210506 9610048 6208304 381330 1081912 X 100 100 590018 322306 252529 15183 2266003 1237838 969855 58310 99885 54564 42751 2570 982185 536533 420378 25274 223620 122156 95710 5754 38314 27640 10674 49000 49000 1274151 1109166 92485 72500 14975 14200 775 687491 591089 83356 13046 151510 7880 143570 60 225482 225482 641517 585562 50342 5613 945795 934271 9329 2195 85044 85044 163447 163447 INCOME TAXES 5247 5247 SUBCONTRACTS 665001 665001 OTHER COSTS 177195 134472 41919 804 DUES, SUBSCRIPTIONS 72681 33983 38698 39622 39622 9398283 6765690 2431284 201309 400 400 3796225 3645715 219522 259608 193859 184375 179047 176560 4748851 1607380 3227552 3141471 2967319 3382811 2565007 3029059 251773 303519 13400704 14123518 837393 848214 1441981 1409284 2298762 2164761 3686544 4256490 8264680 8678749 X 4980499 5289130 5525 5639 150000 150000 5136024 5444769 13400704 14123518 X 211765 450093 -353113 X 0 1 X 1 0 X 4822793 4800556 6563629 6276148 4881432 27344558 2654507 2541746 2526838 2269717 6222795 16215603 86231 113849 491448 585419 93653 1370600 7563531 7456151 9581915 9131284 11197880 44930761 0 0 0 44930761 338217 503098 394754 361923 1005597 2603589 12084 78175 93811 79352 263422 350301 581273 488565 441275 1005597 2867011 7913832 8037424 10070480 9572559 12203477 47797772 0.94000 0.94900 0.06000 0.05100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 385378 385378 9012904 9398282 619914 154979 0 0 670221 655730 619914 1945865 2918798 386502 401443 385378 1173323 167555 163933 154979 486467 729701 1093403 27625 114 1121142 1066998 28248 322 2165 1093403 1037935 28584 479 1066998 1023369 31726 3251 20411 1037935 1022853 36655 36139 1023369 0.86120 0.13380 0.00500 0 0 907539 907539 2296524 226570 2069954 18102 7874 10228 1526686 1372936 153750 3141471 13,100 - ISHARES TR 1008438 F 6,484 - SPDR S&P 500 ETF TRUST 1269048 F 71,374.413 - VANGUART ST BOND INDEX FUND 751573 F 3029059 REFUNDABLE ADVANCES 899304 ACCRUED POST RETIREMENT MEDICAL BENEFITS 3067646 DEFERRED COMPENSATION 281761 DEFERRED RENT LIABILITY 7779 4256490 X 10074632 450093 450093 9624539 -14491 -14491 9610048 9765887 367604 367604 9398283 0 9398283 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 CONTRIBUTIONS 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, 2014, 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 2011. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON LINE 10B -14,491. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON LINE 10B 14,491. MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT 353,113. X 1 1 X X X 0 0 0 0 0 0 0 0 0 DANIEL A DOMENECH EXECUTIVE DIRECTOR 344407 0 0 0 29434 0 8218 0 5982 0 388041 0 0 0 H CHARLES WOODRUFF CHIEF OPERATING OFFICER 166192 0 0 0 2337 0 5979 0 2226 0 176734 0 0 0 DENNIS DEARDEN ASSOC EXEC DIR 150826 0 0 0 2164 0 5598 0 23030 0 181618 0 0 0 SHARON ADAMS-TAYLOR ASSOC EXE DIR, CHILDREN'S 147696 0 0 0 2113 0 5479 0 5992 0 161280 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 III, LINE 2 LEADERSHIP COMMUNITIES: THIS AREA WAS INITIATED IN AN EFFORT TO PROVIDE SPECIALIZED SERVICES TO OUR MEMBERS. IT INCLUDES THE FOLLOWING PROGRAMS: NATIONAL SUPERINTENDENT CERTIFICATION PROGRAM, LARGE COUNTYWIDE AND SUBURBAN DISTRICT CONSORTIUM AND AASA COLLABORATIVE. THE CONSORTIUM WAS PREVIOUSLY INCLUDED IN MEMBERSHIP & AFFILIATE SERVICES. 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 235,272. MANAGEMENT AND GENERAL EXPENSES 84,003. FUNDRAISING EXPENSES 72,500. TOTAL EXPENSES 391,775. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 13,276. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,276. HONORARIUM: PROGRAM SERVICE EXPENSES 85,192. MANAGEMENT AND GENERAL EXPENSES 2,150. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,342. BROKERAGE & COMMISSION: PROGRAM SERVICE EXPENSES 45,313. MANAGEMENT AND GENERAL EXPENSES 1,800. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,113. LIST RENTAL: PROGRAM SERVICE EXPENSES 21,037. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,037. PUBLICATION SERVICES: PROGRAM SERVICE EXPENSES 194. MANAGEMENT AND GENERAL EXPENSES 3,072. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,266. 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 658,882. MANAGEMENT AND GENERAL EXPENSES 1,460. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 660,342. FORM 990, PART XI, LINE 9: MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT -353,113.