2013-05-20T07:54:29-05:00 2012-06-30 WATKINS MEEGAN LLC 6720-B ROCKLEDGE DRIVE SUITE 750 BETHESDA MD 20817 990 2011-07-01 520885532 National Association of Elementary School Principals % PATRICK MURPHY NATI 7036843345 1615 DUKE STREET ALEXANDRIA VA 22314 PATRICIA GAIL CONNELLY 2013-05-10 true DANIEL D O'SHEA 3016547555 2011 2016-02-25 16:41:14Z PATRICIA G CONNELLY 1615 DUKE STREET ALEXANDRIA VA 22314 10519436 false X www.NAESP.org X 1969 DC SEE PART III, LINE 1 13 13 46 284444 439442 83058 6012050 5944104 2182 2099217 170223 1216707 6623897 9343086 0 0 0 0 3137496 2677775 0 0 0 4036609 5121037 7174105 7798812 -550208 1544274 4029506 4427725 5667162 3275611 -1637656 1152114 THE MISSION OF THE NATIONAL ASSOCIATION OF ELEMENTARY SCHOOL PRINCIPALS IS TO LEAD IN THE ADVOCACY AND SUPPORT FOR ELEMENTARY AND MIDDLE-LEVEL PRINCIPALS AND OTHER EDUCATION LEADERS IN THEIR COMMITMENT FOR ALL CHILDREN. false false PUBLICATIONS-VARIOUS PUBLICATIONS TO SUPPORT AND ASSIST PRINCIPALS IN THEIR ROLE AS SCHOOL LEADERS AND THEIR COMMITMENT TO ELEMENTARY AND MIDDLE-LEVEL EDUCATION. NATIONAL CONVENTION-THE CONVENTION PROVIDED A FORUM FOR THE EXCHANGE OF INFORMATION AND EXPERIENCE IN EDUCATION. PROFESSIONAL DEVELOPMENT-SEMINARS ARE SPONSORED BY THE ASSOCIATION TO PROMOTE LEARNING, INTERACTION AND EXCHANGE OF INFORMATION ON EDUCATION. false true false true false false false false false true false false true true true true true false false false false false false false false false false false true false false false false false false false false false false false true false false false true 32 0 true 46 true true true false false false false false X 13 13 false false false false true true false true true false false false true true true true true true true false X PATRICK MURPHY 7036843345 1615 DUKE STREET ALEXANDRIA VA 22314 X ROB MONSON 10.0 X X 0 0 0 NANCY FLATT MEADOR 0.2 X X 0 0 0 BARBARA CHESTER 10.0 X X 0 0 0 JILLAYNE T FLANDERS 0.2 X 0 0 0 JOHN E STIMMEL 0.2 X 0 0 0 DEAN WARRENFELTZ 0.2 X 0 0 0 JOHN ANSMAN 0.2 X 0 0 0 MARK WHITE 0.2 X 0 0 0 KENNY JONES 0.2 X 0 0 0 MARK TERRY 2.0 X 0 0 0 DWIGHT LIDDIARD 0.2 X 0 0 0 SHARON PITTS 0.2 X 0 0 0 CYNTHIA TALES-WOODS 0.2 X 0 0 0 TANYA JONES 0.2 X 0 0 0 PATRICIA GAIL CONNELLY 37.5 X 228867 0 104156 MICHAEL SCHOOLEY 37.5 X 175299 0 57442 DEBORAH BONGIORNO 37.5 X 145439 0 24052 ERNEST MANNINO 10.0 X 162584 0 41276 PATRICK MURPHY 37.5 X 119170 0 33821 831359 0 260747 5 false true false ABDI 16 AVENUE A LEETSDALE PA 15056 PRODUCT FULFILLMENT 476646 PAGE CREATIONS 17 ROBINCREST COURT SEEKONK MA 02771 PIN PRODUCTION 190738 PSAV 23918 NETWORK PLACE CHICAGO IL 60673 CONFERENCE A/V 171890 MDR PO BOX 75174 CHICAGO IL 60675 MAILING LIST 111872 4 43058 40000 83058 MEMBERSHIP DUES 900099 4388713 4388713 CONVENTION REVENUE 900099 1270947 1270947 ADVERTISING 541800 284444 284444 5944104 3871 3871 0 146752 146752 2975000 879654 2095346 2095346 2095346 0 0 1363767 296696 1067071 1067071 MISCELLANEOUS REVENUE 900099 2884 2884 2884 9343086 6726731 284444 2248853 0 0 0 0 432592 0 1617065 136845 349495 141778 0 418711 57822 0 0 0 1402902 128125 1047148 79671 0 56742 594358 0 326514 60878 0 87642 34246 REBATES TO AFFILIATES 238501 BAD DEBT EXPENSE 329154 CREATIVE/DESIGN 119826 MISCELLANEOUS 138797 7798812 126929 49588 28759 54015 0 0 418945 356478 0 0 0 0 573500 402856 211546 213724 64495 40692 2230928 1161998 1875607 1068930 121637 1479623 0 0 0 0 0 0 608091 761819 4029506 4427725 655017 961764 0 0 1517152 1516435 0 0 0 0 0 0 1423544 0 0 0 2071449 797412 5667162 3275611 X -1637656 1152114 0 0 0 0 -1637656 1152114 4029506 4427725 X 1544274 1245496 X false true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 4388713 351097 -33566 317531 307210 10321 410000 410000 1259389 834262 425127 25553 24824 729 535986 302912 233074 1068930 DUE FROM RELATED PARTY 369611 DEFERRED COMPENSATION 317208 CONDOMINIUM DEPOSIT 75000 761819 0 DEFERRED COMPENSATION 374892 NEA RETIREMENT LIABILITY 364597 POSTRETIREMENT LIABILITY 57923 797412 9343086 7798812 1544274 1245496 1245496 2789770 10885278 1245496 296696 1542192 9343086 9343086 8095508 296696 296696 7798812 7798812 UNCERTAIN TAX POSITIONS SCHEDULE D, PART X, LINE 2 THE ORGANIZATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES INTEREST EXPENSE AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN GENERAL AND ADMINISTRATIVE EXPENSES ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS. THERE IS NO PROVISION IN THESE CONSOLIDATED FINANCIAL STATEMENTS FOR PENALTIES AND INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED JUNE 30, 2012 AND 2011. TAX YEARS PRIOR TO 2008 ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS AND THE TAX JURISDICTION OF THE COMMONWEALTH OF VIRGINIA. SCHEDULE D, PART XII, LINE 2D COST OF GOODS SOLD $296,696 SCHEDULE D, PART XIII, LINE 2D COST OF GOODS SOLD $296,696 X true true X X X X false true false PATRICIA GAIL CONNELLY 228867 0 0 0 0 0 88970 0 15186 0 333023 0 0 0 MICHAEL SCHOOLEY 175299 0 0 0 0 0 49280 0 8162 0 232741 0 0 0 DEBORAH BONGIORNO 145439 0 0 0 0 0 22034 0 2018 0 169491 0 0 0 ERNEST MANNINO 162584 0 0 0 0 0 7072 16706 17498 0 187154 16706 0 0 PATRICK MURPHY 119170 0 0 0 0 0 16323 0 17498 0 152991 0 0 0 NONQUALIFIED RETIREMENT PLAN PART I, LINE 4B CONTRIBUTIONS WERE MADE INTO 457F BY NAESP ON BEHALF OF PATRICIA GAIL CONNELLY FOR $26,125 AND BY NAESP FOUNDATION ON BEHALF OF ERNEST MANNINO FOR $16,706. SOCIAL CLUB DUES PART I, LINE 1A COUNTRY CLUB DUES OF $7,284 WERE PAID ON BEHALF OF PATRICIA GAIL CONNELLY. MEMBERSHIP CATEGORIES PART VI, SECTION A, LINE 6 MEMBERSHIP CATEGORIES INCLUDE: ACTIVE MEMBERS, INSTITUTIONAL ACTIVE MEMBERS, EMERITUS, RETIRED, ASPIRING, ASSOCIATE, INTERNATIONAL ASSOCIATE, AND INSTITUTIONAL SUBSCRIPTION. MEMBER ELECTIONS PART VI, SECTION A, LINE 7A MEMBERS ELECT REGIONAL ZONE DIRECTORS (9) AND THE INCOMING PRESIDENT. REVIEW OF FORM 990 PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS. IT IS REVIEWED BY THE SENIOR ASSOCIATE EXECUTIVE DIRECTOR, ADMINISTRATION AND FINANCE. IT IS GIVEN TO THE EXECUTIVE DIRECTOR FOR SIGNATURE. COPIES ARE SENT TO THE FINANCE COMMITTEE UPON SUBMISSION TO THE IRS. CONFLICT OF INTEREST POLICY PART VI, SECTION B, LINE 12C Persons covered by this policy will annually disclose or update the President of the Board on a form provided by the Association, their interests that could give rise to conflicts of interest, such as a list of family members, substantial business or investment holdings, and other transactions or affiliations with business and other associations or those family members. For each interest disclosed to the President of the Board of Directors, the President will determine whether to: (A) Take no action; (B) Assure full disclosure to the Board of Directors and other individuals covered by this policy; (C) Ask the person to recuse himself or herself from participation in related discussions or decisions within the association; or (D) ask the person to resign from his or her position in the association or, if the person refuses to resign, become subject to possible removal in accordance with the associations removal procedures. The associations chief employed executive (Executive Director) and chief employed finance executive will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the President of the Board of Directors in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred. GOVERNING DOCUMENTS PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILIBLE TO THE PUBLIC UPON REQUEST. OTHER CHANGES IN NET ASSETS PART XI, LINE 5 POST RETIREMENT ACTUARIAL GAIN DUE TO PLAN AMENDMENT $1,240,680 UNREALIZED GAIN ON INVESTMENTS 4,816 ----------- $1,245,496 EXECUTIVE COMPENSATION PART VI, SECTION B, LINES 15A & 15B The Organization's attorney works with the Finance Committee to review and provide comparative data for compensation of top-level executives. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROB MONSON TITLE:PRESIDENT HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARK TERRY TITLE:PRESIDENT-ELECT HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PATRICIA GAIL CONNELLY TITLE:EX-OFFICIO/EXECUTIVE DIRECTOR HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ERNEST MANNINO TITLE:NAESP FOUNDATION CEO HOURS:28 NAESP FOUNDATION 1615 DUKE STREET ALEXANDRIA VA 22314 541223334 K-9 EDUCATION VA 501(C)(3) LINE 11A, 1 NAESP false false false false false false false false false false false false false true true true true false false