2011-02-10T11:22:15-06:00 2010-06-30 RSM MCGLADREY INC 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2009-07-01 541999773 AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS AMER 7035280700 801 NORTH QUINCY STREET No 700 ARLINGTON VA 22203 DANIEL DOMENECH 7035280700 2011-02-09 1 Bill Turco 3012963600 2009 2016-02-24 21:20:13Z DANIEL DOMENECH 801 NORTH QUINCY STREET No 700 ARLINGTON VA 22203 18936707 0 X www.aasa.org X 2001 VA THE ASSOCIATION PROMOTES EDUCATIONAL PROGRAMS AND SUPPORT FOR ITS MEMBERSHIP BY OFFERING A WIDE RANGE OF EDUCATIONAL ACTIVITIES, AUDIOVISUAL MATERIALS, AND PUBLICATIONS ON A WIDE RANGE OF EDUCATIONAL SUBJECTS. 137 137 48 0 942770 14217 4863626 4822793 3843408 3230424 265576 122384 408082 454559 9380692 8630160 0 0 4326028 3788536 0 161007 5562343 4804698 9888371 8593234 -507679 36926 8636190 8741797 6047836 5935599 2588354 2806198 The mission of the American Association of School Administrators is to support and develop effective school system leaders who are dedicated to the highest quality public education for all children. 0 0 1558073 2272735 NATIONAL CONFERENCE ON EDUCATION - THE ASSOCIATION HOSTS THE nATIONAL cONFERENCE ON EDUCATION ANNAULLY. THIS CONFERENCE FEATURES NATIONALLY RECOGNIZED SPEAKERS, "HOW TO" SESSIONS FOR SCHOOL ADMINISTRATORS, A NATIONAL EXHIBIT OF EDUCATIONAL PRODUCTS, SMALL GROUP MEETINGS, AND PRE-SESSIONS 1021836 1062722 PROGRAMS - PROVIDING LEADERSHIP TO SCHOOL SYSTEMS AND AID TO 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 PROGRAMS DEPARTMENT. THE ASSOCIATION DEPENDS ON EXTERNALLY FUNDED GRANTS AND CONTRACTS TO UNDERWRITE A PORTION OF THIS INITIATIVE. 998307 942770 COMMUNICATIONS: THE ASSOCIATION PROVIDES IT MEMBERS WITH PRINT AS WELL AS ON-LINE RESOURCES. MEMBERS OF THE ORGANIZATION RECEIVES THE FOLLOWING PUBLICATION: THE SCHOOL ADMINISTRATOR MAGAZINE, THE LEADERS EDGE, A SUPERINTENDENT'S E-JOURNAL AND SEVERAL OCCASIONAL MEMBERSHIP SERVICE PUBLICATIONS. 965293 Member/affiliate services - AASA IS A PORFESSIONAL ASSOCIATION FOR NEARLY 13,000 EDUCATION LEADERS. THE ASSOCIATION COORDINATE RELATIONS WITH STATE/CHARTERED ASSOCIATIONS AND INDIVIDUALS TO PROMOTE MEMBERSHIP IN THE ASSOCIATION. 642203 public policy 596241 27500 GOVERNANCE 236363 198681 Leadership development 126655 155591 education meetings 2566755 381772 6144971 1 1 0 1 0 0 0 1 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 40 0 1 48 1 1 1 0 0 0 0 0 0 0 0 137 137 0 0 0 0 1 1 0 1 1 0 0 1 1 1 0 0 1 1 1 0 VA X EVELYN GILLIAM 7038750779 801 N Quincy Street Suite 700 Arlington VA 22203 Edgar B Hatrick III 2.00 X X 0 0 0 Patricia E Neudecker 2.00 X X 0 0 0 Mark T Bielang 2.00 X X 0 0 0 Jean-Claude Brizard 2.00 X 0 0 0 Jerome E Colonna 2.00 X 0 0 0 Chris B Erwin 2.00 X 0 0 0 Joseph J Gertsema 2.00 X 0 0 0 Robert E Gillum 2.00 X 0 0 0 Clark J Godshall 2.00 X 0 0 0 Benny L Gooden 2.00 X 0 0 0 Rodney P Green 2.00 X 0 0 0 Beverly L Hall 2.00 X 0 0 0 Kathleen R Kelley 2.00 X 0 0 0 Ronald L Lankford 2.00 X 0 0 0 Jack L McCulley 2.00 X 0 0 0 Frederick S Morton IV 2.00 X 0 0 0 David K Pennington 2.00 X 0 0 0 Molly S Ringo 2.00 X 0 0 0 Darline P Robles 2.00 X 0 0 0 Frank H Sippy 2.00 X 0 0 0 Herbert W Garrett 2.00 X 0 0 0 David E Abbey 2.00 X 0 0 0 Terry R Adams 2.00 X 0 0 0 Deborah S Akers 2.00 X 0 0 0 Jack O Almos 2.00 X 0 0 0 Bart Anderson 2.00 X 0 0 0 Wayne R Anderson 2.00 X 0 0 0 Greg A Barnes 2.00 X 0 0 0 Jerome F Bartley 2.00 X 0 0 0 Richard H Bauscher 2.00 X 0 0 0 Christine M Benson 2.00 X 0 0 0 Tim Bleyer 2.00 X 0 0 0 Richard Bray 2.00 X 0 0 0 Raymond J Brosel 2.00 X 0 0 0 David Burgess 2.00 X 0 0 0 Nicholas Ceglarek 2.00 X 0 0 0 Gary M Chesley 2.00 X 0 0 0 Garn Christensen 2.00 X 0 0 0 Robert W Christmann 2.00 X 0 0 0 Wendell W Chu 2.00 X 0 0 0 William A Clark 2.00 X 0 0 0 Nicholas Clement 2.00 X 0 0 0 V Sue Cleveland 2.00 X 0 0 0 Dennis R Coe 2.00 X 0 0 0 Jeanne Collins 2.00 X 0 0 0 John T Coopman 2.00 X 0 0 0 Michael R Cormier 2.00 X 0 0 0 Karen M Couch 2.00 X 0 0 0 Jimmy Cunningham 2.00 X 0 0 0 Frank Davidson 2.00 X 0 0 0 Everette M Dean Jr 2.00 X 0 0 0 Stanley Dejarnett 2.00 X 0 0 0 William Draa 2.00 X 0 0 0 T Dale Edwards 2.00 X 0 0 0 Joseph V Erardi Jr 2.00 X 0 0 0 Eric C Eshbach 2.00 X 0 0 0 Ronald S Fielder 2.00 X 0 0 0 Curt Finch Jr 2.00 X 0 0 0 Michael F Fitzpatrick 2.00 X 0 0 0 Alton L Frailey 2.00 X 0 0 0 Jerry Frew 2.00 X 0 0 0 Margaret Frieswyk 2.00 X 0 0 0 Chris Gaines 2.00 X 0 0 0 James Germann 2.00 X 0 0 0 Jim Gibbons 2.00 X 0 0 0 Henry A Gmitro 2.00 X 0 0 0 Barton L Goering 2.00 X 0 0 0 Henry L Grishman 2.00 X 0 0 0 Lyn G Guy 2.00 X 0 0 0 Steve Hall 2.00 X 0 0 0 Kimberley A Hart 2.00 X 0 0 0 Luther L Heller 2.00 X 0 0 0 Vernon M Henshaw 2.00 X 0 0 0 James A Hess 2.00 X 0 0 0 Shon Hocker 2.00 X 0 0 0 Donald L Hopper 2.00 X 0 0 0 David J Horine 2.00 X 0 0 0 Roark R Horn 2.00 X 0 0 0 Ronald H Hutchings 2.00 X 0 0 0 Zona Jefferson 2.00 X 0 0 0 Kay Johnson 2.00 X 0 0 0 Richard M Kaplan 2.00 X 0 0 0 Gary L Kelly 2.00 X 0 0 0 Jan D Kennedy 2.00 X 0 0 0 Howard B Kiser 2.00 X 0 0 0 Russell H Knorr 2.00 X 0 0 0 Rodney R Lafon 2.00 X 0 0 0 James T Langlois 2.00 X 0 0 0 Michael J Lannon 2.00 X 0 0 0 Martin M Laster 2.00 X 0 0 0 Richard Lavergne 2.00 X 0 0 0 Alvin L Leber 2.00 X 0 0 0 James L Long 2.00 X 0 0 0 David M Looysen 2.00 X 0 0 0 Susan F Lusi 2.00 X 0 0 0 Richard A Lyons 2.00 X 0 0 0 Michael J Martin 2.00 X 0 0 0 John J McCarthy 2.00 X 0 0 0 David McGehee 2.00 X 0 0 0 Timothy F McNamee 2.00 X 0 0 0 Demond A Means 2.00 X 0 0 0 David W Messersmith 2.00 X 0 0 0 Robert T Mills 2.00 X 0 0 0 Kevin Mitchell 2.00 X 0 0 0 Timothy M Mitchell 2.00 X 0 0 0 Jack D Moles 2.00 X 0 0 0 Pamela R Moran 2.00 X 0 0 0 Anthony L Morris 2.00 X 0 0 0 J Thomas Morton 2.00 X 0 0 0 John R Morton 2.00 X 0 0 0 Clifford A Moses 2.00 X 0 0 0 William L Mowinkel 2.00 X 0 0 0 Daniel A Nerad 2.00 X 0 0 0 Robert O'Brien 2.00 X 0 0 0 Keith E Owen 2.00 X 0 0 0 Krista Parent 2.00 X 0 0 0 Brian K Patrick 2.00 X 0 0 0 Dennis Patzer 2.00 X 0 0 0 Patty Phillips 2.00 X 0 0 0 Gail Pletnick 2.00 X 0 0 0 Lynn M Plunkett 2.00 X 0 0 0 Larry E Price 2.00 X 0 0 0 Phil J Quon 2.00 X 0 0 0 Mike Reed 2.00 X 0 0 0 John Retchless 2.00 X 0 0 0 L Oliver Robinson 2.00 X 0 0 0 Carolyn S Ross 2.00 X 0 0 0 George H Russell 2.00 X 0 0 0 Karen B Salmon 2.00 X 0 0 0 David R Schuler 2.00 X 0 0 0 Paul A Shaw 2.00 X 0 0 0 Kent A Shellenberger 2.00 X 0 0 0 Tom Shelton 2.00 X 0 0 0 Ryan C Sherman 2.00 X 0 0 0 Mike Shimshak 2.00 X 0 0 0 Amy F Sichel 2.00 X 0 0 0 Robert M Slaby 2.00 X 0 0 0 Jack Smith 2.00 X 0 0 0 Margaret A Smith 2.00 X 0 0 0 Dianne G Sole 2.00 X 0 0 0 Kathy Spencer 2.00 X 0 0 0 Kimberly Stasny 2.00 X 0 0 0 Mikel A Stewart 2.00 X 0 0 0 Geoffrey Thomas 2.00 X 0 0 0 Tom Turrell 2.00 X 0 0 0 David C Verducci 2.00 X 0 0 0 David J Verdugo 2.00 X 0 0 0 Jere M Vyverberg 2.00 X 0 0 0 Kay Waggoner 2.00 X 0 0 0 Jack Walsh 2.00 X 0 0 0 James E Wilcox 2.00 X 0 0 0 McKell Withers 2.00 X 0 0 0 Julie Wood 2.00 X 0 0 0 Philip L Worrell 2.00 X 0 0 0 Lu Young 2.00 X 0 0 0 Brian A Zychowski 2.00 X 0 0 0 Daniel A Domenech 40.00 X 331646 0 13996 charles woodruff 40.00 X 143703 0 8084 Ellen Schoetzau 40.00 X 142077 0 8271 Bruce Hunter 40.00 X 163565 0 15626 Sharon Adams-Taylor 40.00 X 119199 0 7884 C J Reid 40.00 X 119238 0 13083 Evelyn Gilliam 40.00 X 119665 0 7854 Chris Daw 40.00 X 102479 0 12141 1241572 0 86939 11 0 1 0 Freeman Audio Visual Solutions inc PO Box 650519 dallas TX 72265 Audio visual services at national confer 334629 FORREST T JONES & COMPANY INC 1760 RESTON PARKWAY SUITE 303 RESTON VA 20190 PROFESSIONAL LIABILITY INSURANCE 208933 creative solutions for you 313 SOUTH PATRICK STREET ALEXANDRIA VA 22314 cONFERENCE mKTG & pROMOTIONS 167561 UNITED LITHO INC 21800 Beaumeade Circle ashburn VA 20147 Printing and Mail Services for the Schoo 148278 freeman po box 650036 dallas TX 75265 Conference Show Decorator 104936 5 3533953 1288840 4822793 CONVENTION REVENUE 900099 2217384 2211509 5875 ADVERTISING REVENUE 541800 631268 631268 LEADERSHIP 900099 198681 198681 EDUCATIONAL MEETINGS 900099 155591 155591 governance 900099 27500 27500 3230424 291279 291279 46938 46938 46938 46938 10092189 10261084 -168895 -168895 -168895 61226 45463 15763 15763 job bank revenue 900099 179476 179476 website advertising 900099 126151 126151 OTHER INCOME 900099 86231 86231 391858 8630160 2609044 942770 255553 651784 348777 278541 24466 2009687 1075407 858844 75436 80255 42945 34297 3013 830645 444488 354977 31180 216165 115673 92378 8114 10478 10478 44204 44204 1072278 814854 257424 778372 642539 122574 13259 712571 709330 3241 551519 490510 57843 3166 1146939 1084889 59724 2326 2676 2676 176222 176222 OTHER COSTS 135813 78170 57596 47 subcontracts 80680 80680 Dues, Subscriptions 77246 40487 36759 Income taxes 15700 15700 8593234 6144971 2287256 161007 400 400 2687157 1983741 119966 139805 164475 219411 55000 298701 298339 1848302 1541014 397940 307288 4912551 5792813 8636190 8741797 1124095 810243 1470628 1655362 41433 109896 3411680 3360098 6047836 5935599 X 2430467 2652560 7887 3638 150000 150000 2588354 2806198 8636190 8741797 X 0 1 1 X 1 1 X 4581860 4195334 4561589 4863626 4822793 23025202 3602761 3330920 4582882 3257878 2654507 17428948 157138 39772 86231 283141 8341759 7526254 9144471 8161276 7563531 40737291 0 0 0 40737291 415267 596203 424913 341994 338217 2116594 415267 596203 424913 341994 338217 2116594 8757026 8122457 9569384 8503270 7901748 42853885 0.95060 0.95020 0.04940 0.04980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 261913 0 0 261913 0 0 41433 308535 240072 109896 1 1014966 36655 31890 1019731 983951 35515 4500 1014966 0.85000 0.15000 0 0 135400 97219 38181 1712902 1443795 269107 307288 refundable advances 168246 deferred rent 163457 ACCRUED POST RETIREMENT MEDICAL BENEFITS 3018362 capiital lease 10033 3360098 8630160 8593234 36926 209024 -28106 180918 217844 8884647 209024 209024 8675623 -45463 -45463 8630160 8638697 45463 45463 8593234 0 8593234 Part IV, Line 2b: AASA ACTS AS A FISCAL AGENT FOR THE LATINO AASA ORGANIZATION. DEPOSITS ARE MADE WHEN RECEIVED AND CHECKS ARE WRITTEN WHEN REQUESTED WITH PROPER AUTHORIZATION. Part V, Line 4: Description of Intended Use of Endowment Funds: 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: Description of Uncertain Tax Positions Under FIN 48: On July 1, 2009, the Association adopted the accounting standard on accounting for uncertainty in income taxes, which 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. The Association had no such positions recorded in the financial statements at June 30, 2010. With few exceptions, the Association is no longer subject to U.S. federal income tax positions by tax authorities for years before 2007. Part XI, Line 8 - Other Adjustments: post retirement benefits under sfas 158: -28106. Part XII, Line 4b - Other Adjustments: COST OF GOODS SOLD: -45463. Part XIII, Line 2d - Other Adjustments: COST OF GOODS SOLD: 45463. X 0 0 0 0 0 0 0 0 0 Daniel A Domenech 331646 0 0 0 0 0 12785 0 2863 0 347294 0 0 0 charles woodruff 143703 0 0 0 0 0 7731 0 1592 0 153026 0 0 0 Ellen Schoetzau 142077 0 0 0 0 0 7568 0 1818 0 151463 0 0 0 Bruce Hunter 163565 0 0 0 0 0 8669 0 8111 0 180345 0 0 0 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 15 The American Association of School Administrators (AASA) uses outside independent consultants to review its salaries on an annual 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 on market comparisons. The salaries of other executives and staff were reviewed by Cantrill & Moyer, L.L.C., of Bethesda, Maryland, in June 2008. At that time, the consultant reported that the salaries of the five highest paid executives, excluding the executive director, averaged 101% of the median salary practice reported by other associations and not-for-profit organizations in the 2008 compensation survey of the Human Resource Association of the National Capital Area. The salaries of other staff averaged 97% of the median salary practice in that survey. The consultant, Cantrill & Moyer, L.L.C., assisted the Association at that time to calculate salary increases for employees based on their assigned performance ratings. A letter was sent to each employee by the executive director in July 2008 to communicate the amount of the salary increase and the amount of the salary to be paid in fiscal year 2009. The annual review of salaries was not conducted in 2009 due to a salary freeze at the Association. 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.