2013-04-12T10:47:36-05:00 2012-05-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2011-06-01 526055229 NATIONAL SCIENCE TEACHERS ASSOCIATION NATI 7032437100 1840 WILSON BOULEVARD ARLINGTON VA 222013092 DAVID L EVANS 7032437100 2013-04-12 1 TERRI MCKNIGHT CPA 3019519090 2011 2016-03-07 17:11:31Z DAVID L EVANS 1840 WILSON BOULEVARD ARLINGTON VA 222013092 32565981 0 X WWW.NSTA.ORG X 1960 DC TO PROMOTE EXCELLENCE AND INNOVATION IN SCIENCE TEACHING AND LEARNING FOR ALL. 13 11 123 726 1272111 0 3475042 14877495 16358426 11795991 1308961 103338 1791703 2177513 22934132 28954337 797906 3162372 0 0 10002483 10243685 0 0 430981 13276146 11851114 24076535 25257171 -1142403 3697166 32874039 34157699 15254512 14942698 17619527 19215001 X THE NATIONAL SCIENCE TEACHERS ASSOCIATION'S (NSTA) MISSION IS TO PROMOTE EXCELLENCE AND INNOVATION IN SCIENCE TEACHING AND LEARNING FOR ALL. NSTA WAS ESTABLISHED TO STIMULATE, IMPROVE, AND COORDINATE SCIENCE TEACHING AT ALL LEVELS OF INSTRUCTION AND TO ENGAGE IN ANY AND ALL ACTIVITIES IN FURTHERANCE THEREOF, TO PROMOTE THE IMPROVEMENT OF EDUCATIONAL SYSTEMS AND PROCESSES IN THE SCHOOLS IN ANY MANNER TO ASSIST SUCH STIMULATION AND COORDINATION OF SCIENCE TEACHING, TO APPRISE THE GENERAL PUBLIC OF POSSIBLE MEANS OF IMPROVING SCIENCE TEACHING WITH THE SCHOOLS, AND GENERALLY TO DO ANY AND ALL ACTS AND THINGS WHICH MAY INCREASE, THROUGH EDUCATION, THE KNOWLEDGE OF SCIENCE DEVOLVING UPON THE GENERAL PUBLIC THROUGH KNOWLEDGE OF SUCH SCIENCE. 0 0 8652236 3064625 50000 CONTRACTS AND GRANTS: NATIONAL INITIATIVES RELATED TO SCIENCE EDUCATION:PROFESSIONAL DEVELOPMENT (PD) PROGRAMS - NSTA DEVELOPED AND/OR ADMINISTERED PD OPPORTUNITIES FOR SCIENCE EDUCATORS. THE INITIATIVES UNDERTAKEN INCLUDE AN INTENSE FIVE-DAY PROGRAM FOR ELEMENTARY SCHOOL TEACHERS, A YEAR-LONG PROGRAM PROVIDING PD AND MENTORING SUPPORT TO EARLY CAREER SCIENCE TEACHERS, MADE AVAILABLE FOR NSTA LEARNING CENTER (NLC) SELECTED SUPPORT MATERIALS WHICH ARE ALLIGNED WITH NASA EARTH AND SPACE SCIENCE CURRICULA, DESIGNED AND MAINTAINED NASA EXPLORER SCHOOL (NES) DATABASES, INCL HELP DESK FOR TEACHER PARTICIPANTS, PROVIDED STUDENT SYMPOSIA, SCIENCE ADVISORY TO OBJECTIVELY ANALYZE THE QUALITY OF EXISTING SCIENCE PROGRAMS IDENTIFYING AREAS OF IMPROVEMENT FOR PARTICIPATING SCHOOL DISTRICTS COMPETITIONS - HOSTED AND ADMINISTERED 8 LARGE-SCALE, NATIONALLY-KNOWN COMPETITIONS AND GRANT PROGRAMS FOR SCIENCE EDUCATORS AND STUDENTS INCLUDING STUDENT TEAMS THAT DESIGNED AND COMMUNICATED INNOVATIVE TECHNOLOGIES THAT COULD EXIST IN 20 YEARS, INNOVVATED PROJECTS DEVELOPED BY SCIENCE TEACHERS THAT ENHANCE SCIENCE EDUCATION IN THEIR SCHOOLS OR SCHOOL DISTRICTS, GRANTS TO SCHOOLS FOR INNOVATE PROJECTS THAT ENHANCE SCIENCE EDUCATION, ENVIRONMENTAL COMPETITION EMPOWERED STUDENTS TO DEVELOP POSITIVE WAYS TO IMPACT THE PLANET FOCUSED ON THEIR LOCAL COMMUNITIES, STUDENT TEAMS DEVELOPED ACTIONABLE SOLUTIONS FOR SUSTAINABILITY, A STUDENT ESSAY COMPETITION, A TEACHER'S SCIENCE LAB CHALLENGE, STUDENT CLEAN TECHNOLOGY COMPETITION, AND HOME ENERGY EDUCATION CHALLENGE COMPETITIONS ARE OFFERED TO VARIOUS AGE GROUPS WITHIN THE K-12 CONSTITUENCY AND TO STUDENTS, TEACHERS, AND SCHOOLS NSTA LEARNING CENTER (NLC) AN E-PROFESSIONAL DEVELOPMENT (EPD) PORTAL TO HELP TEACHERS ADDRESS CLASSROOM NEEDS, OFFERING OVER 8,500 RESOURCES, INCLUDING A SUITE OF PRACTICAL TOOLS TO HELP ORGANIZE AND DOCUMENT PD GROWTH, OFFERED HIGH QUALITY, STANDARDS-BASED, SYMPOSIA AND WEB PRESENTED BY SCIENCE AND EDUCATION EXPERTS AT NSTA CONFERENCES, PARTNERED TO DEVELOP NATIONAL MODEL FOR SCALABLE, SUSTAINABLE E-PD. 3362901 4182146 CONFERENCES AND MEETINGS OPEN TO MEMBER AND NONMEMBER SCIENCE EDUCATORS, NSTA CONFERENCES OFFER THE LATEST IN SCIENCE CONTENT, TEACHING STRATEGY, AND RESEARCH TO ENHANCE AND EXPAND THE INDIVIDUAL'S PROFESSIONAL GROWTH. EACH YEAR NSTA HOSTS A NATIONAL CONFERENCE ON SCIENCE EDUCATION AND THREE AREA CONFERENCES ON SCIENCE EDUCATION. NSTA CONFERENCES ARE DESIGNED WITH INNOVATIVE PRESENTATIONS AND HANDS-ON WORKSHOPS AS WELL AS SPECIAL INVITED SPEAKERS, EDUCATIONAL FIELD TRIPS, SHORT COURSES, NSTA SYMPOSIA (WHICH PROVIDE ONLINE FOLLOW-UP AFTER THE CONFERENCE ONLINE), AND THE EXHIBITION OF SCIENCE EDUCATION MATERIALS IS THE LARGEST EXHIBITION OF ITS KIND AND IS AN INVALUABLE SOURCE OF CURRICULUM AND OTHER PRODUCTS. AS AN IMPORTANT ADDITION TO THE NATIONAL CONFERENCE AGENDA (AND SELECTED AREA CONFERENCES), NSTA PRESENTS PROFESSIONAL DEVELOPMENT INSTITUTES-FOCUSED, CONTENT-BASED, PARTNERED PROGRAMS THAT EXPLORE KEY TOPICS IN SIGNIFICANT DEPTH. THESE DAY-LONG PROGRAMS OFFER PARTICIPANTS A UNIQUE LEARNING OPPORTUNITY THAT INCLUDES A PERSONALIZED PATHWAY THROUGH THE FULL CONFERENCE AGENDA. NSTA NATIONAL AND AREA CONFERENCES MAY ALSO FEATURE ONE-DAY TOPICAL RESEARCH DISSEMINATION CONFERENCES ON FOCUSED TOPICS IN PLENARY SESSIONS AND MULTIPLE SMALL-GROUP WORKSHOPS, SPEAKERS PRESENT FINDINGS FROM THEIR NSF-FUNDED RESEARCH. 2818198 1810000 PUBLISHING AND SALES: THE NSTA PUBLICATIONS GROUP (PUBLICATIONS) PRODUCES FOUR PEER-REVIEWED MEMBER JOURNALS - ONE FOR EACH MAJOR GRADE BAND FROM PRE-KINDERGARTEN THROUGH COLLEGE - BOTH IN PRINT AND ONLINE. IT HAS BUILD AN ONLINE JOURNAL ARCHIVE THAT INCLUDES ALL PUBLISHED CONTENT FROM 2000 TO THE PRESENT. EACH YEAR, THAT ARCHIVE IS ACCESSED BY NSTA MEMBERS, AS WELL AS BY TENS OF THOUSANDS OF ADDITIONAL EDUCATORS ACROSS THE UNITED STATES AND, INCREASINGLY, WORLDWIDE. PUBLICATIONS ENCOMPASSES NSTA PRESS, WHICH PRODUCES MORE THAN 20 NEW BOOKS ANNUALLY, IN BOTH PRINT AND ELECTRONIC FORM PROVIDING RESOURCES USED BY THE SCIENCE EDUCATION COMMUNITY. THE PRESS DEVELOPS AWARD-WINNING CONTENT ACROSS ALL SCIENCE DISCIPLINES, FOR EVERY GRADE. BAND PUBLICATIONS CREATE THE NSTA REPORTS MONTHLY NEWSPAPER AND A SUBSTANTIAL AMOUNT OF DAILY NEWS ONLINE. 1516023 869677 PERIODICALS 996267 47252 445969 PROFESSIONAL DEVELOPMENT 721778 3475759 MEMBERSHIP SERVICES 575797 74848 JOURNAL ADVERTISING 543720 232028 OTHER PUBLICATIONS 172731 50495 AWARDS 261177 LEGISLATIVE AFFAIRS 241817 359090 SCILINKS 59477 U.S. REGISTRY OF TEACHERS 5088787 97747 5457371 19922122 1 1 0 1 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 1 472 0 1 123 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X MOIRA FATHY BAKER 7032437100 1840 WILSON BOULEVARD ARLINGTON VA 222013092 PATRICIA SIMMONS 5.00 X X 0 0 0 ALAN MCCORMACK 4.00 X X 33058 0 0 KAREN OSTLUND 4.00 X X 12172 0 0 MELVINA JONES 2.00 X 750 0 0 LINDA LACEY 2.00 X 0 0 0 THOMAS LORD 2.00 X 109 0 0 MICHAEL LOWRY 2.00 X 400 0 0 ELIZABETH MULKERRIN 2.00 X 0 0 0 LISA NYBERG 2.00 X 0 0 0 KATHY PROPHET 2.00 X 800 0 0 CHRISTINE ROYCE 2.00 X 3550 0 0 KATHRYN SCANTLEBURY 2.00 X 0 0 0 KATHY WRIGHT 2.00 X 300 0 0 LEROY LEE 3.00 X 12000 0 0 FRANCIS Q EBERLE 37.50 X 225671 0 41359 MOIRA FATHY BAKER 37.50 X 190648 0 33224 DAVID BEACOM 37.50 X 173514 0 24892 ZIPPORAH MILLER 37.50 X 146013 0 17209 EDWARD ROCK 37.50 X 145854 0 26595 ANN KORANDO 37.50 X 138777 0 25269 DAMARIES BLONDONVILLE 37.50 X 119091 0 24529 TODD WALLACE 37.50 X 118946 0 30544 1321653 0 223621 11 0 1 0 IPC PRINT SERVICES 9122 EAGLE WAY SUITE 100 ARLINGTON VA 22201 PRINTING SERVICES 797495 APTIFY 7900 WESTPARK DR 5TH FL TYSONS CORNER VA 22102 IT CONSULTING 424634 TASCO INC 9 JAY GOULD COURT WALDORF MD 20602 PUB. FULFILLMENT & STORAGE 422666 WOODLANDS RESORT & CONF 2301 N MILLBEND DR WOODLANDS TX 77380 MEETING SPACE & CATERING 421515 SMG MOSCONE CENTER 747 HOWARD STREET 5TH FL SAN FRANCISCO CA 94103 MEETING & EXHIBITION FACILITY 215740 17 1375348 13502147 16168 14877495 CONFERENCES/MEETINGS 900099 6288620 3950716 231430 2106474 MEMBERSHIP DUES 900099 3440857 3440857 ADVERTISING 900099 1211455 232027 979428 PROF. DEVELOPMENT 900099 445969 445969 SCILINKS 900099 359090 359090 50000 50000 11795991 210001 210001 165019 11704 153315 530766 368643 162123 162123 49549 112574 1083584 1190247 -106663 -106663 -106663 3886668 2052754 1833914 1810000 23914 MISCELLANEOUS 900099 16457 16457 16457 28954337 10288659 1272111 2516072 234764 234764 2919608 2919608 8000 8000 786305 200007 580813 5485 6770173 5027417 1521739 221017 629059 462062 149219 17778 1511186 806482 674194 30510 546962 378787 153783 14392 31202 11668 16701 2833 94780 23915 70865 36478 36478 2654896 2131395 499921 23580 700236 672872 12511 14853 1527902 1426334 99652 1916 342540 132406 207003 3131 202416 369023 -176922 10315 1289359 874474 371028 43857 2243953 2182383 50150 11420 220131 220131 308270 155012 153258 120214 51669 68545 PRINTING & PUBLICATIONS 1134257 1124644 9489 124 EQUIP. RENTAL & MAINT. 638476 574567 47909 16000 DUES & SUBSCRIPTIONS 117754 111255 6102 397 TAXES 107241 1150 95009 11082 81009 42228 36490 2291 25257171 19922122 4904068 430981 1721576 6431168 10403719 4639330 4595577 6235161 755116 635686 1721014 1701668 243200 206475 11988829 5351435 6356599 6637394 6413158 7490742 490641 88233 173439 91842 32874039 34157699 1886667 2098724 6948228 5994687 1785000 1610000 1140000 1040000 3494617 4199287 15254512 14942698 X 9304206 7429113 8315321 11785888 17619527 19215001 32874039 34157699 X 3697166 -2101692 X 0 1 1 X 1 1 X 5740433 6333789 7225523 3475042 14877495 37652282 5740433 6333789 7225523 3475042 14877495 37652282 16366941 21285341 1084184 950201 837751 877833 905786 4655755 48234 72350 154749 39850 315183 14608 138 5004 12369 16457 48576 42671796 89970751 0.49880 0.60980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 138881 138881 24600331 24739212 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 107924 70393 109805 138881 427003 250000 250000 250000 250000 1000000 1500000 1 1500 26986 1 1 1889697 1889697 7839614 3647342 4192272 1027198 906935 120263 1232320 797158 435162 6637394 POSTRETIREMENT BENEFIT OBLIGATION 4199287 4199287 28954337 25257171 3697166 -419102 -1682590 -2101692 1595474 27296607 -419102 -1202150 -1621252 28917859 36478 36478 28954337 25220693 0 25220693 36478 36478 25257171 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) RELEASED FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES. FOR THE YEAR ENDED MAY 31, 2012, THE ASSOCIATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10 AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER IT IS FILED. PART XI, LINE 8 - OTHER ADJUSTMENTS: DEOBLIGATION OF PRIOR YEAR CONTRIBUTIONS -1,202,150. ACTUARIAL LOSS IN NET ASSETS -480,440. TOTAL TO SCHEDULE D, PART XI, LINE 8: -1,682,590. PART XII, LINE 2D - OTHER ADJUSTMENTS: DEOBLIGATION OF PRIOR YEAR CONTRIBUTIONS INCLUDED -1,202,150. IN REVENUE ON THE AUDITED FINANCIAL STATEMENTS EXCLUDED FROM CURRENT YEAR REVENUE FOR 990 REPORTING PURPOSES. 1 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CLEAN TECH PROGRAM 20120 NORTH AMERICA 0 0 GRANT TO RECIPIENT LOCATED IN REGION 8000 0 0 0 0 0 0 28120 0 28120 NORTH AMERICA SHELL AWARD 8000 1 0 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: NSTA GRANTEES ARE SELECTED BASED ON A VARIETY OF CRITERION DEPENDING ON INDIVIDUAL PROGRAM REQUIREMENTS. ALL RECIPIENTS OF NSTA GRANT FUNDS MUST SUBMIT A PROPOSAL AND/OR BUDGET TO SUPPORT AND EXPLAIN THE NEED AND USE OF FUNDS. GRANTEE SUBMISSIONS ARE REVIEWED AND EVALUATED BY THE APPROPRIATE PROGRAM DIRECTOR, DESIGNEE OR COMMITTEE. FOR THOSE PROGRAMS THAT OFFER AWARDS, EACH PROGRAM HAS A SET OF CRITERIA FOR DETERMINING THE AWARD WINNER APPROPRIATE TO THEIR AWARD PROGRAM. NSTA BUSINESS OFFICE STAFF IS RESPONSIBLE FOR MONITORING THE FOLLOWING GRANTEE ACTIVITIES - VERIFY THE DEVELOPMENT OF THE SUBGRANT DOCUMENTS TO ENSURE INCLUSION OF ALL APPROPRIATE REGULATIONS, REQUIREMENTS, AND DISCLOSURES - REVIEW ALL CERTIFICATIONS, REPORTS AND CORRESPONDENCE CONCERNING AUDIT COMPLIANCE - MONITOR PERIODIC PROGRESS REPORTS AND INVOICES (IF APPLICABLE) FROM SUBGRANTEES FOR COMPLIANCE WITH THE TERMS OF THE AGREEMENT - DISSATISFACTION WITH SUBGRANTEE PROGRESS OR INVOICING METHODS IS REPORTED TO APPROPRIATE NSTA ASSOCIATE DIRECTOR FOR DISCIPLINARY ACTION - MONITORING SUBGRANTEE BUDGETS, WHICH INCLUDES REQUESTING SUPPORTING DOCUMENTATION TO DETERMINE WHETHER EXPENSES ARE ALLOWABLE AND WITHIN THE SCOPE OF THE PROJECT. 1 CHRISTA MCAULIFFE SCHOOL 167 HANCOCK AVE JERSEY CITY NJ 07307 690220683 GOVERNMENT 10000 DISNEY AWARD COVENTRY LOCAL SCHOOLS 3257 CORMANY ROAD AKRON OH 44319 346000791 GOVERNMENT 8000 DISNEY AWARD LYNN PUBLIC SCHOOLS 90 COMMERCIAL ST LYNN MA 01905 046001397 GOVERNMENT 10000 DISNEY AWARD SOLDAN INTERNATIONAL STUDIES HIGH SCHOOL 918 UNION BLVD ST LOUIS MO 63108 436003220 GOVERNMENT 8000 SHELL AWARD COLD SPRING ELEMENTARY SCHOOL 9201 FALLS CHAPEL WAY POTOMAC MD 20854 526000999 GOVERNMENT 5000 AHEEC AWARD JEFFERSON COUNTY PUBLIC SCHOOLS 1829 DENVER WEST DRIVE BLDG 27 GOLDEN CO 80401 846002817 GOVERNMENT 5000 AHEEC AWARD CARTER COUNTY BOARD OF EDUCATION 150 WARRIOR DRIVE OLIVE HILL KY 41164 616001284 GOVERNMENT 5500 AHEEC AWARD EKALAKA SCHOOL DISTRICT PO BOX 458 EKALAKA MT 59324 816000107 GOVERNMENT 15000 AHEEC AWARD WARREN CONSOLIDATED SCHOOLS 31300 ANITA DRIVE WARREN MI 48093 386002567 GOVERNMENT 5000 AHEEC AWARD EDVANTIA 500 VIRGINIA ST E STE 500 CHARLESTON WV 25325 550484812 501(C)(3) 12500 NSTA AWARD 10 0 EXPLORAVISION AWARDS 112 82500 13066 FMV HD CAMCORDERS DUPONT AWARDS 47 16900 DISNEY AWARDS 63 76000 CLEANTEACH AWARDS 35 21188 CORP AWARDS 26 10420 PARTICIPANT SUPPORT 2448 2699534 FMV TRAVEL AND REGISTRATION FEES FOR INDIVIDUALS TO ATTEND NSTA CONFERENCE PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: NSTA GRANTEES ARE SELECTED BASED ON A VARIETY OF CRITERION DEPENDING ON INDIVIDUAL PROGRAM REQUIREMENTS. ALL RECIPIENTS OF NSTA GRANT FUNDS MUST SUBMIT A PROPOSAL AND/OR BUDGET TO SUPPORT AND EXPLAIN THE NEED AND USE OF FUNDS. GRANTEE SUBMISSIONS ARE REVIEWED AND EVALUATED BY THE APPROPRIATE PROGRAM DIRECTOR, DESIGNEE OR COMMITTEE. FOR THOSE PROGRAMS THAT OFFER AWARDS, EACH PROGRAM HAS A SET OF CRITERIA FOR DETERMINING THE AWARD WINNER APPROPRIATE TO THEIR AWARD PROGRAM. NSTA BUSINESS OFFICE STAFF IS RESPONSIBLE FOR MONITORING THE FOLLOWING GRANTEE ACTIVITIES -VERIFY THE DEVELOPMENT OF THE SUBGRANT DOCUMENTS TO ENSURE INCLUSION OF ALL APPROPRIATE REGULATIONS, REQUIREMENTS, AND DISCLOSURES - REVIEW ALL CERTIFICATIONS, REPORTS AND CORRESPONDENCE CONCERNING AUDIT COMPLIANCE - MONITOR PERIODIC PROGRESS REPORTS AND INVOICES (IF APPLICABLE) FROM SUBGRANTEES FOR COMPLIANCE WITH THE TERMS OF THE AGREEMENT - DISSATISFACTION WITH SUBGRANTEE PROGRESS OR INVOICING METHODS IS REPORTED TO APPROPRIATE NSTA ASSOCIATE DIRECTOR FOR DISCIPLINARY ACTION - MONITORING SUBGRANTEE BUDGETS, WHICH INCLUDES REQUESTING SUPPORTING DOCUMENTATION TO DETERMINE WHETHER EXPENSES ARE ALLOWABLE AND WITHIN THE SCOPE OF THE PROJECT. X X X 0 0 0 0 0 0 0 1 0 FRANCIS Q EBERLE 223239 0 0 0 2432 0 24895 0 16464 0 267030 0 0 0 MOIRA FATHY BAKER 187568 0 0 0 3080 0 21030 0 12194 0 223872 0 0 0 DAVID BEACOM 172234 0 0 0 1280 0 19345 0 5547 0 198406 0 0 0 ZIPPORAH MILLER 144019 0 0 0 1994 0 15842 0 1367 0 163222 0 0 0 EDWARD ROCK 145408 0 0 0 446 0 16114 0 10481 0 172449 0 0 0 ANN KORANDO 108396 0 30000 0 381 0 12177 0 13092 0 164046 0 0 0 PART I, LINE 7 ANN KORANDO RECEIVED BONUS COMPENSATION OF $30,000. THIS AMOUNT HAS BEEN REFLECTED IN PART II, LINE 6(B)(II). PAGE KEELEY FORMER BOARD PRESIDENT 37234 ROYALTIES 0 LINDA FROSCHAUER FORMER BOARD PRESIDENT 31302 CONSULTING 0 BAKER COMMUNICATIONS MARTIN BAKER, OWNER OF BAKER COMMUNICATIONS, IS MARRIED TO NSTA'S CFO 12264 VIDEO & AUDIO SERVICES 0 FORM 990, PART VI, SECTION A, LINE 6 NSTA HAS INDIVIDUAL, INSTITUTIONAL, AND OTHER DESIGNATED MEMBERSHIP CATEGORIES. ALL INDIVIDUAL MEMBERS IN GOOD STANDING IN ANY ESTABLISHED CATEGORY ARE ELIGIBLE TO VOTE. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE ELECTED BY ELECTRONIC BALLOTS. BALLOTS ARE EMAILED TO EACH VOTING MEMBER OF NSTA AT LEAST THIRTY DAYS PRIOR TO THE LAST DATE FOR RETURN OF BALLOTS. FORM 990, PART VI, SECTION A, LINE 7B BYLAW CHANGES MUST BE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE DIRECTOR OF ACCOUNTING/CONTROLLER COMPILED THE NECESSARY DATA TO PREPARE THE FEDERAL FORM 990 WHICH WAS REVIEWED BY THE COO/CFO. NSTA THEN ENGAGED AN INDEPENDENT CPA FIRM TO PREPARE THE 990. THE DRAFT FORM 990 WAS FIRST REVIEWED BY THE DIRECTOR OF ACCOUNTING/CONTROLLER AND THE COO/CFO. THE NEXT LEVEL OF REVIEW CONTINUED TO NSTA'S AUDIT COMMITTEE. FINALLY, THE DRAFT 990 WAS PROVIDED TO THE BOARD. ONCE REVIEWED AND APPROVED, THE DRAFT 990 WAS SENT BACK TO THE CPA FIRM IN ORDER TO BE FINALIZED AND SUBMITTED TO TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C FOR NSTA EMPLOYEES ALL NEW EMPLOYEES AND EXISTING EMPLOYEES ARE ASKED TO READ THE POLICY AND SIGN AN ACKNOWLEDGMENT THAT THEY HAVE READ THE POLICY AND AGREE TO ABIDE BY ITS TERMS, AND TO FILL OUT A DISCLOSURE STATEMENT EITHER AFFIRMING NO CONFLICTS OR LISTING CONFLICTS OF INTEREST. THESE TASKS ARE COMPLETED BY EACH EMPLOYEE INITIALLY AT THE TIME OF HIRE. WHEN OTHER DOCUMENTS ARE COMPLETED IN THE FALL EACH YEAR, HUMAN RESOURCES (HR) SENDS OUT THE POLICY AND STATEMENT AGAIN TO EACH EMPLOYEE REQUESTING THAT THEY UPDATE THEIR FILES BY LISTING ON THE STATEMENT ANY NEW POTENTIAL CONFLICTS OR TO AFFIRM THEY HAVE NO CONFLICTS AND ALSO BY RESIGNING THE ACKNOWLEDGMENT AND RETURNING TO HR. HR FORWARDS ANY COMPLETED DISCLOSURE STATEMENTS WHICH LIST CONFLICTS TO THE EXECUTIVE DIRECTOR FOR HIS REVIEW AND APPROPRIATE ACTION. FOR NSTA BOARD AND RELEVANT COMMITIEE MEMBERS, THE BOARD MEMBERS ARE GIVEN THE CONFLICT OF INTEREST POLICY DURING THE SUMMER BOARD MEETING. THEY ARE ASKED TO READ AND PRINT THE SIGNATURE PAGE AND RETURN THE FORM DURING THE MEETING THIS MEETING IS THE FIRST OPPORTUNITY FOR THE ENTIRE GROUP TO VIEW, SIGN AND THEN RETURN IT. THE SIGNED FORMS ARE FILED IN THE EXECUTIVE OFFICE. COMMITIEES ARE PROVIDED THE POLICY AT THEIR FIRST MEETING OF EACH FISCAL YEAR OR AT THE BEGINNING OF THE FISCAL YEAR BY MAIL OR E-MAIL. FORM 990, PART VI, SECTION B, LINE 15A FOR EQUITABLE SALARY ADJUSTMENTS AT HIGHER TIER LEVELS OF MANAGEMENT, THE HR DIRECTOR PROVIDES SALARY COMPARISONS OF SIMILAR POSITIONS, USUALLY DRAWN FROM THE MOST RECENTLY PUBLISHED NON-PROFIT SURVEYS, AND/OR COMPARISONS WITH SIMILAR EXECUTIVE POSITIONS' COMPENSATION INFORMATION AS DRAWN FROM PUBLICLY ACCESSIBLE 990 FORMS FILED BY SIMILAR NONPROFITS. THESE COMPARISONS ARE PRODUCED IN SPREADSHEET FORM AND ARE PROVIDED TO THE EXECUTIVE DIRECTOR AND EXECUTIVE STAFF AT NSTA FOR INTERNAL SALARY DECISIONS AND TO THE BOARD FOR EXECUTIVE DIRECTOR SALARY DECISIONS. CURRENTLY THE BOARD ONLY APPROVES THE EXECUTIVE DIRECTOR SALARY, IN CLOSED SESSION. THE PRESIDENT THEN PROVIDES THE HR DIRECTOR WITH A LETTER AUTHORIZING ANY CHANGE TO THE EXECUTIVE DIRECTOR SALARY. THE EXECUTIVE DIRECTOR HAS APPROVED THE SALARIES OF THE CFO AND OTHER EXECUTIVE STAFF. THE SALARY COMPARISONS FOR THE CFO AND THE OTHER ASSOCIATE EXECUTIVE DIRECTOR POSITIONS ARE PROVIDED TO THE EXECUTIVE DIRECTOR FOR REVIEW PRIOR TO ANY COMPENSATION REVISIONS OTHER THAN ORGANIZATION-WIDE COST OF LIVING ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 NSTA'S BYLAWS, OPERATING CONFLICT OF INTEREST, WHISTLEBLOWER POLICIES AND FEDERAL FORM 990 ARE AVAILABLE TO THE PUBLIC ON ITS MAIN WEBSITE. ALL GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. THE FEDERAL FORM 990 CAN ALSO BE VIEWED AT WWW.GUIDESTAR.ORG. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -419,102. DEOBLIGATION OF PRIOR YEAR CONTRIBUTIONS -1,202,150. ACTUARIAL LOSS IN NET ASSETS -480,440. TOTAL TO FORM 990, PART XI, LINE 5: -2,101,692. FORM 990, PART VII, SECTION A: SOME BOARD MEMBERS RECEIVE STIPENDS FROM NSTA FOR THEIR WORK RELATED TO STUDENT COMPETITIONS. THIS COMPENSATION IS NOT RELATED TO EITHER INDIVIDUAL'S POSITION ON THE BOARD. THE PRESIDENT, HOWEVER, DOES RECEIVE COMPENSATION RELATED TO HIS/HER POSITION ON THE BOARD. THIS COMPENSATION HAS BEEN REFLECTED ON PART VII, SECTION A. 1836 WILSON LLC 1836 WILSON BLVD ARLINGTON VA 22201 526055229 MANAGING THE CONSTRUCTION OF A POTENTIAL NEW OFFICE BUILDING VA 0 0 N/A