2024-05-12T19:17:46-05:00 2023-06-30 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2022-07-01 541999773 AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS INC AMER 7035280700 1615 DUKE ST ALEXANDRIA VA 223143406 DAVID SCHULER EXECUTIVE DIRECTOR 7035280700 2024-05-09 1 DAVID SCHULER XXX-XX-XXXX 0 MEREDITH BELL P01696827 8042822121 2024-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z AASA DAVID SCHULER 1615 DUKE ST ALEXANDRIA VA 223143406 20308139 0 X WWW.AASA.ORG X 2001 VA AASA, THE SCHOOL SUPERINTENDENTS ASSOCIATION ADVOCATES FOR EQUITABLE ACCESS FOR ALL STUDENTS TO THE HIGHEST QUALITY PUBLIC EDUCATION, AND DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS. 149 149 44 151 1299422 687 3949315 5469708 12889381 13068856 256271 421016 1481819 1228042 18576786 20187622 125500 525000 0 0 5809160 6131914 0 0 464304 9332033 11028173 15266693 17685087 3310093 2502535 25887343 29759241 9715990 9199785 16171353 20559456 X AASA ADVOCATES FOR THE HIGHEST QUALITY PUBLIC EDUCATION FOR ALL STUDENTS, AND DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS. 0 0 5370745 4320977 LEADERSHIP SERVICES:PROVIDES SPECIALIZED SERVICES TO OUR MEMBERS IN A WIDE ARRAY OF CERTIFICATION AND CONSORTIA GROUP PROGRAMS. THE PROGRAMS PROVIDE SCHOOL SYSTEM LEADERS WITH 21ST CENTURY LEARNING THROUGH THE USE OF RESEARCH DRIVEN BEST PRACTICES TO PROVIDE KNOWLEDGE ON CRITICAL ISSUES FACING THE EDUCATION COMMUNITY AND BUILD LEADERSHIP SKILLS, DISPOSITIONS AND EXPERTISE TO ADDRESS THEM THAT WILL BENEFIT ALL STUDENTS. 2203597 3711922 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. 1386957 1046892 COMMUNICATIONS:MEMBERS OF THE ASSOCIATION RECEIVE THE FOLLOWING PUBLICATIONS: THE SCHOOL ADMINISTRATOR, PUBLISHED 11 TIMES ANNUALLY; THE LEADER'S EDGE, PUBLISHED BI-MONTHLY ONLINE; NEWS OF THE NATION, PUBLISHED WEEKLY ONLINE; A SUPERINTENDENT'S E-JOURNAL; AND SEVERAL OCCASIONAL MEMBERSHIP SERVICE PUBLICATIONS. 1233825 3745709 MEMBER/AFFILIATE 938266 PUBLIC POLICY 665752 GOVERNANCE 871914 525000 CHILDREN'S INITIATIVES 175654 11314 EDUCATIONAL MEETINGS 9030 232042 OTHER PROGRAMS 280206 AWARDS 4174647 525000 3989065 13135946 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 257 0 1 44 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 149 149 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 1 0 0 VA X H CHARLES WOODRUFF 7035280700 1615 DUKE ST ALEXANDRIA VA 223143406 SHARI CAMHI PRESIDENT 2.00 X X 0 0 0 GLADYS CRUZ PRESIDENT ELECT 2.00 X X 0 0 0 PAUL IMHOFF IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 MARTHA GROUP EXECUTIVE COMMITTEE 2.00 X 0 0 0 SCOTT HANBACK EXECUTIVE COMMITTEE 2.00 X 0 0 0 GUSTAVO BALDERAS EXECUTIVE COMMITTEE 2.00 X 0 0 0 MATTHEW BURROWS EXECUTIVE COMMITTEE 2.00 X 0 0 0 DAVID LAW EXECUTIVE COMMITTEE 2.00 X 0 0 0 TOBIN NOVASIO EXECUTIVE COMMITTEE 2.00 X 0 0 0 LISA PARADY EXECUTIVE COMMITTEE 2.00 X 0 0 0 HEATHER PERRY EXECUTIVE COMMITTEE 2.00 X 0 0 0 RANDY RUSSELL EXECUTIVE COMMITTEE 2.00 X 0 0 0 MARTHA SALAZAR-ZAMORA EXECUTIVE COMMITTEE 2.00 X 0 0 0 RODNEY SHOTWELL EXECUTIVE COMMITTEE 2.00 X 0 0 0 DERON STENDER EXECUTIVE COMMITTEE 2.00 X 0 0 0 COSIMO TANGORRA EXECUTIVE COMMITTEE 2.00 X 0 0 0 MICHELE TAYLOR EXECUTIVE COMMITTEE 2.00 X 0 0 0 LILLIAN TORREZ EXECUTIVE COMMITTEE 2.00 X 0 0 0 JULIE VITALE EXECUTIVE COMMITTEE 2.00 X 0 0 0 STEVE WEBB EXECUTIVE COMMITTEE 2.00 X 0 0 0 LEE ANN WENTZEL EXECUTIVE COMMITTEE 2.00 X 0 0 0 ROBERT FULTON GOVERNING BOARD 2.00 X 0 0 0 CATTY MOORE GOVERNING BOARD 2.00 X 0 0 0 BRIAN BLAKE GOVERNING BOARD 2.00 X 0 0 0 PAUL FREEMAN GOVERNING BOARD 2.00 X 0 0 0 DAN PETERSON GOVERNING BOARD 2.00 X 0 0 0 SCOTT ROCCO GOVERNING BOARD 2.00 X 0 0 0 JENNIFER KELSALL GOVERNING BOARD 2.00 X 0 0 0 DANIEL BITTMAN GOVERNING BOARD 2.00 X 0 0 0 MICHAEL BORGFJORD GOVERNING BOARD 2.00 X 0 0 0 WINFRIED FENEBERG GOVERNING BOARD 2.00 X 0 0 0 HEIDI SIPE GOVERNING BOARD 2.00 X 0 0 0 KIM ALEXANDER GOVERNING BOARD 2.00 X 0 0 0 DAVE BARKER GOVERNING BOARD 2.00 X 0 0 0 CRAIG OFTEDAHL GOVERNING BOARD 2.00 X 0 0 0 DAVID DERUOSI GOVERNING BOARD 2.00 X 0 0 0 CHRIS EVANS GOVERNING BOARD 2.00 X 0 0 0 MICHAEL DUNCAN GOVERNING BOARD 2.00 X 0 0 0 KRISTIN HUMPHRIES GOVERNING BOARD 2.00 X 0 0 0 ROB CLAYTON GOVERNING BOARD 2.00 X 0 0 0 CLAY CORLEY GOVERNING BOARD 2.00 X 0 0 0 KELLI JOSEPH GOVERNING BOARD 2.00 X 0 0 0 ERIC CONTI GOVERNING BOARD 2.00 X 0 0 0 RICHARD COLPITTS GOVERNING BOARD 2.00 X 0 0 0 ANTHONY ROSSETTI GOVERNING BOARD 2.00 X 0 0 0 LAURIE BARRON GOVERNING BOARD 2.00 X 0 0 0 MIKE PERRY GOVERNING BOARD 2.00 X 0 0 0 LUVELLE BROWN GOVERNING BOARD 2.00 X 0 0 0 KEVIN MCGOWAN GOVERNING BOARD 2.00 X 0 0 0 JEFFREY BROWN GOVERNING BOARD 2.00 X 0 0 0 BRIDGET O'CONNELL GOVERNING BOARD 2.00 X 0 0 0 DAVID STYLER GOVERNING BOARD 2.00 X 0 0 0 NATHAN MCCANN GOVERNING BOARD 2.00 X 0 0 0 KEVIN MCKAY GOVERNING BOARD 2.00 X 0 0 0 MARK HANSEN GOVERNING BOARD 2.00 X 0 0 0 JIM SEBERT GOVERNING BOARD 2.00 X 0 0 0 MELISSA SADORF GOVERNING BOARD 2.00 X 0 0 0 MORRIS LEIS GOVERNING BOARD 2.00 X 0 0 0 WAYNE BARKER GOVERNING BOARD 2.00 X 0 0 0 CLAYTON HOLLAND GOVERNING BOARD 2.00 X 0 0 0 CHRISTOPHER NAIL GOVERNING BOARD 2.00 X 0 0 0 KAREN COUCH GOVERNING BOARD 2.00 X 0 0 0 LANCE EVANS GOVERNING BOARD 2.00 X 0 0 0 DON PHIPPS GOVERNING BOARD 2.00 X 0 0 0 WAYNE WORKMAN GOVERNING BOARD 2.00 X 0 0 0 RANDAL LUTZ GOVERNING BOARD 2.00 X 0 0 0 BROOKE OLSEN-FARRELL GOVERNING BOARD 2.00 X 0 0 0 KEVIN WINGARD GOVERNING BOARD 2.00 X 0 0 0 KRISTY SOMERVILLE-MIDGETTE GOVERNING BOARD 2.00 X 0 0 0 PATRICIA SHEFFER GOVERNING BOARD 2.00 X 0 0 0 DAVEDA COLBERT GOVERNING BOARD 2.00 X 0 0 0 SHANE HOTCHKISS GOVERNING BOARD 2.00 X 0 0 0 MIKE SHEPPARD GOVERNING BOARD 2.00 X 0 0 0 WAYNE VICKERS GOVERNING BOARD 2.00 X 0 0 0 BRANDT DICK GOVERNING BOARD 2.00 X 0 0 0 DAVID JENSEN GOVERNING BOARD 2.00 X 0 0 0 PETER BURROWS GOVERNING BOARD 2.00 X 0 0 0 KRESTIN BAHR GOVERNING BOARD 2.00 X 0 0 0 MICHELLE PRICE GOVERNING BOARD 2.00 X 0 0 0 TONY THURMAN GOVERNING BOARD 2.00 X 0 0 0 JOHN HUDSON GOVERNING BOARD 2.00 X 0 0 0 BRYAN LUIZZI GOVERNING BOARD 2.00 X 0 0 0 BHAVNA SHARMA-LEWIS GOVERNING BOARD 2.00 X 0 0 0 JOHN FRENCH GOVERNING BOARD 2.00 X 0 0 0 KENNY RODREQUEZ GOVERNING BOARD 2.00 X 0 0 0 MELISSA POLONCIC GOVERNING BOARD 2.00 X 0 0 0 DAWN APODACA GOVERNING BOARD 2.00 X 0 0 0 JASON ANDREWS GOVERNING BOARD 2.00 X 0 0 0 RAYMOND SANCHEZ GOVERNING BOARD 2.00 X 0 0 0 KUSUM SINHA GOVERNING BOARD 2.00 X 0 0 0 DREW EICHELBERGER GOVERNING BOARD 2.00 X 0 0 0 SUSAN RIEKE-SMITH GOVERNING BOARD 2.00 X 0 0 0 GENNARO PIRAINO GOVERNING BOARD 2.00 X 0 0 0 DIANE SANNA GOVERNING BOARD 2.00 X 0 0 0 J HARRISON GOODWIN GOVERNING BOARD 2.00 X 0 0 0 WILLIAM ROYSTER GOVERNING BOARD 2.00 X 0 0 0 BECKY GUFFIN GOVERNING BOARD 2.00 X 0 0 0 MICHELLE HUBBARD GOVERNING BOARD 2.00 X 0 0 0 JEREMY RAY GOVERNING BOARD 2.00 X 0 0 0 CHRIS TIMMIS GOVERNING BOARD 2.00 X 0 0 0 CHRISTOPHER MILLS GOVERNING BOARD 2.00 X 0 0 0 DAVID BUCK GOVERNING BOARD 2.00 X 0 0 0 LUNDY BRANTLEY GOVERNING BOARD 2.00 X 0 0 0 BRAD MOORE GOVERNING BOARD 2.00 X 0 0 0 KENNETH MOORE GOVERNING BOARD 2.00 X 0 0 0 GERALD HUDSON GOVERNING BOARD 2.00 X 0 0 0 TRACI DAVIS GOVERNING BOARD 2.00 X 0 0 0 CINDY FINN GOVERNING BOARD 2.00 X 0 0 0 ALAN ADDLEY GOVERNING BOARD 2.00 X 0 0 0 MATTHEW AKIN GOVERNING BOARD 2.00 X 0 0 0 BRIAN CAPISTRAN GOVERNING BOARD 2.00 X 0 0 0 SEAN BULSON GOVERNING BOARD 2.00 X 0 0 0 DEBRA PACE GOVERNING BOARD 2.00 X 0 0 0 STEVE MATTHEWS GOVERNING BOARD 2.00 X 0 0 0 NICHOLAS GUARENTE GOVERNING BOARD 2.00 X 0 0 0 GILLIAN CHAPMAN GOVERNING BOARD 2.00 X 0 0 0 DEBORAH HARVEST GOVERNING BOARD 2.00 X 0 0 0 GLENN ROBBINS GOVERNING BOARD 2.00 X 0 0 0 RANDALL SQUIER GOVERNING BOARD 2.00 X 0 0 0 MELONIE HAU GOVERNING BOARD 2.00 X 0 0 0 MARIE AHERN GOVERNING BOARD 2.00 X 0 0 0 AARON SPENCE GOVERNING BOARD 2.00 X 0 0 0 RUSSELL DYER GOVERNING BOARD 2.00 X 0 0 0 SCOTT DOERR GOVERNING BOARD 2.00 X 0 0 0 DAN HILE GOVERNING BOARD 2.00 X 0 0 0 LOUIS STEIGERWALD GOVERNING BOARD 2.00 X 0 0 0 SHAUN NELMS GOVERNING BOARD 2.00 X 0 0 0 DONNA LEWIS GOVERNING BOARD 2.00 X 0 0 0 WENDY BIRHANZEL GOVERNING BOARD 2.00 X 0 0 0 WILLIAM WILSON GOVERNING BOARD 2.00 X 0 0 0 COREY MIKLUS GOVERNING BOARD 2.00 X 0 0 0 JOSEPH STUTTING GOVERNING BOARD 2.00 X 0 0 0 BECKY MEYER GOVERNING BOARD 2.00 X 0 0 0 MICHAEL CONNOLLY GOVERNING BOARD 2.00 X 0 0 0 JESSICA DAIN GOVERNING BOARD 2.00 X 0 0 0 JEFF ELSTAD GOVERNING BOARD 2.00 X 0 0 0 SHARONICA HARDIN-BARTLEY GOVERNING BOARD 2.00 X 0 0 0 RUPAK GANDHI GOVERNING BOARD 2.00 X 0 0 0 MEREDITH NADEAU GOVERNING BOARD 2.00 X 0 0 0 MICHAEL BARNES GOVERNING BOARD 2.00 X 0 0 0 MARK NAUGLE GOVERNING BOARD 2.00 X 0 0 0 MISCHELLE SIMCOX GOVERNING BOARD 2.00 X 0 0 0 QUINTIN SHEPHERD GOVERNING BOARD 2.00 X 0 0 0 PAUL SWEAT GOVERNING BOARD 2.00 X 0 0 0 PAUL SCHLEY GOVERNING BOARD 2.00 X 0 0 0 MICHAEL WELLS GOVERNING BOARD 2.00 X 0 0 0 ROY GETCHELL GOVERNING BOARD (UNTIL 1/1/23) 2.00 X 0 0 0 MARY SIEU GOVERNING BOARD (UNTIL 2/1/23) 2.00 X 0 0 0 CHRIS COFFELT GOVERNING BOARD 2.00 X 0 0 0 FRANK HAUSER GOVERNING BOARD 2.00 X 0 0 0 JOHN MALLOY GOVERNING BOARD 2.00 X 0 0 0 DANIEL DOMENECH EXECUTIVE DIRECTOR (UNTIL 2/24/23) 40.00 X 550636 0 19379 DAVID SCHULER EXECUTIVE DIRECTOR (AS OF 1/1/2023) 40.00 X 0 0 0 CHUCK WOODRUFF COO 40.00 X 257885 0 13640 MIKE PIOTROWSKI CFO (UNTIL 5/26/2023) 40.00 X 167529 0 38734 MORT SHERMAN ASSOC EXEC DIR 40.00 X 213745 0 15322 CHRIS DAW ASSOC EXEC DIR 40.00 X 184297 0 39934 NOELLE ELLERSON NG ASSOC EXEC DIR 40.00 X 172000 0 32986 TAMMY BARBARA CHIEF ADMINISTRATIVE OFFICER 40.00 X 138298 0 9130 JAY GOLDMAN EDITOR, SA 40.00 X 134262 0 44089 HEIDI SCHMIDT DIR CORPORATE & STRATEGIC ALLIANCES 40.00 X 166522 0 10716 VALERIE TRUESDALE ASST EXECUTIVE DIRECTOR 40.00 X 172155 0 27155 MEGHAN MORAN SR DIR, MEMBERSHIP & MARKETING 40.00 X 119102 0 8752 2276431 0 259837 20 0 1 0 SUCCESSFUL PRACTICES NETWORK 20 PROSPECT STREET SUITE 312 BALLSTON SPA NY 12020 LEADERSHIP NETWORK LEARNING 2025 COHORT 630776 FREEMAN PO BOX 734596 DALLAS TX 75373 NAT'L CONF ON EDUCATION LOGISTICS SUPPOR 581936 SMITHBUCKLIN CORPORATION 8318 SOLUTIONS CENTER CHICAGO IL 60677 SALES & A/R SUPPORT FOR ADVERTISING & NC 469543 FORREST T JONES & CO 13800 COPPERMINE ROAD HERNDON VA 20171 LEGAL SUPPORT SVCS INSURANCE FOR AASA ME 414420 EDUCATIONCOUNSEL LLC 101 CONSTITUTION AVE NW SUITE 900 WASHINGTON DC 20001 LEADERSHIP NETWORK LARGE COUNTY CONSORTI 360449 22 5469708 5469708 LEADERSHIP SERVICES 900099 4320977 4320977 MEMBERSHIP DUES 900099 3745709 3745709 CONVENTION REVENUE 900099 3711922 3711922 ADVERTISING REVENUE 541800 1278934 1278934 EDUCATIONAL MEETINGS 900099 11314 11314 13068856 421016 421016 816047 816047 153632 120517 33115 33115 20488 12627 OTHER INCOME 900099 378880 378880 378880 20187622 11789922 1299422 1628570 X 525000 525000 1846783 1094008 751180 1595 2383486 1409413 972019 2054 151400 91812 59454 134 1425304 864331 559715 1258 324941 197050 127603 288 87382 49986 37396 60994 60994 58281 58281 3715703 3154467 483279 77957 122463 10806 22757 88900 929642 881126 44973 3543 147336 147024 312 1109251 872609 226483 10159 2397041 2172901 224140 41363 41363 92684 92684 SUBCONTRACTS 1401798 1401798 OTHER COSTS 409772 208776 200996 CREDIT CARD DISCOUNTS 199407 199407 DUES, SUBSCRIPTIONS 171122 98657 67180 5285 83934 10522 73412 17685087 13135946 4084837 464304 196 296 5871440 6157365 893890 1271558 406382 629225 315300 433101 4749645 1756564 3082565 2993081 14625209 17752700 692361 521915 25887343 29759241 1925949 2129974 3558456 4390326 1298414 1061985 2933171 1617500 9715990 9199785 X 15757927 19949327 413426 610129 16171353 20559456 25887343 29759241 X 2502535 784828 1100740 X 0 1 X 1 0 X 5811984 6208665 6071061 7515782 9215417 34822909 4332893 5030325 3217104 8185457 8044213 28809992 205829 210643 266380 682852 10350706 11449633 9554545 15701239 17259630 64315753 0 0 0 64315753 1799288 1743307 2038655 1536305 1306624 8424179 1799288 1743307 2038655 1536305 1306624 8424179 20699 20699 157695 272958 233451 378880 1042984 12149994 13350635 11866158 17470995 18965833 73803615 0.87140 0.85880 0.11410 0.13130 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: RECOVERY - 2019 AMOUNT: $ 157,695. OTHER INCOME - 2020 AMOUNT: $ 272,958. 2021 AMOUNT: $ 233,451. 2022 AMOUNT: $ 378,880. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26268 26268 16816201 16842469 992123 248031 0 0 754288 692235 920190 992123 3358836 5038254 87224 48964 34009 26268 196465 188572 173059 230048 248031 839710 1259565 1197092 50359 16474 66500 1197425 1314864 -25440 92333 1197091 1248203 27318 39343 1314864 1214512 33728 37 1248203 1178698 28605 9124 1915 1214512 0.83647 0.13033 0.03320 0 0 1120555 1120555 2826367 1177054 1649313 3500 3500 0 799223 576010 223213 2993081 ACCRUED POSTRETIREMENT MEDICAL BENEFITS 1151972 DEFERRED COMPENSATION 457415 DEFERRED RENT DEPOSIT 8113 1617500 22135426 784828 784828 21350598 58281 -1221257 -1162976 20187622 17747323 120517 120517 17626806 58281 58281 17685087 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 XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B -120,517. MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT -1,100,740. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B 120,517. 1 THE NATIONAL SUMMER LEARNING ASSOCIATION 1701 PENNSYLVANIA AVE NW STE 200 WASHINTON DC 20006 263356271 501(C)(3) 150000 0 FOR PARTICIPATION IN THE NATIONAL ENGAGE EVERY STUDENT TECHNICAL ASSISTANCE CONSORTIUM. THE AFTERSCHOOL ALLIANCE 1101 14TH ST NW SUITE 700 WASHINTON DC 20005 522275123 501(C)(3) 150000 0 FOR PARTICIPATION IN THE NATIONAL ENGAGE EVERY STUDENT TECHNICAL ASSISTANCE CONSORTIUM. BURNESS COMMUNICATIONS 7910 WOODMONT AVE 700 BETHESDA MD 20814 521807766 FOR PROFIT 120000 0 FOR PROMOTIONAL WORK OF THE ENGAGE EVERY STUDENT LOGO, WEBSITE AND PROGRAM. NATIONAL LEAGUE OF CITIES INSTITUTE 1301 PENNSYLVANIA AVE SE STE 6 WASHINGTON DC 20003 530226780 501(C)(4) 80000 0 FOR PARTICIPATION IN THE NATIONAL ENGAGE EVERY STUDENT TECHNICAL ASSISTANCE CONSORTIUM. 2 2 PART I, LINE 2: AASA MONITORED USE OF GRANT FUNDS BY MEETING WITH GRANTEES MONTHLY AND INQUIRING ABOUT THEIR USE OF FUNDS FOR THE PROGRAMS PURPOSE. X 1 1 X X 1 0 0 0 0 0 0 0 0 DANIEL DOMENECH EXECUTIVE DIRECTOR (UNTIL 2/24/23) 526428 0 0 0 24208 0 15250 0 5457 0 571343 0 0 0 CHUCK WOODRUFF COO 254177 0 0 0 3708 0 12997 0 1971 0 272853 0 0 0 MORT SHERMAN ASSOC EXEC DIR 210037 0 0 0 3708 0 10894 0 5756 0 230395 0 0 0 CHRIS DAW ASSOC EXEC DIR 183357 0 0 0 940 0 9755 0 32426 0 226478 0 0 0 NOELLE ELLERSON NG ASSOC EXEC DIR 171613 0 0 0 387 0 9299 0 30415 0 211714 0 0 0 MIKE PIOTROWSKI CFO (UNTIL 5/26/2023) 166686 0 0 0 843 0 8877 0 31506 0 207912 0 0 0 VALERIE TRUESDALE ASST EXECUTIVE DIRECTOR 169400 0 0 0 2755 0 8864 0 19644 0 200663 0 0 0 JAY GOLDMAN EDITOR, SA 111660 0 0 0 22602 0 7212 0 37950 0 179424 0 0 0 HEIDI SCHMIDT DIR CORPORATE & STRATEGIC ALLIANCES 150812 0 0 0 15710 0 6706 0 4938 0 178166 0 0 0 PART I, LINE 1A DURING FY23, OUR EXECUTIVE DIRECTOR OF 15 YEARS RETIRED. AASA HOSTED A RETIREMENT CELEBRATION AT OUR NATIONAL CONFERENCE ON EDUCATION IN SAN ANTONIO, TX. AS PART OF THIS CELEBRATION, AASA INVITED AND COVERED THE TRAVEL COSTS FOR FAMILY MEMBERS TO BE A PART OF THE EXPERIENCE. ADDITIONALLY, AASA COVERS SPOUSAL TRAVEL COSTS FOR OUR EXECUTIVE DIRECTOR, PRESIDENT ELECT, PRESIDENT, AND IMMEDIATE PAST PRESIDENT. PART I, LINE 4A EMPLOYEE LISTED BELOW RECEIVED SEVERANCE PAYMENTS DURING THE CALENDAR YEAR 2022: HEIDI SCHMIDT - $15,506 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 FOR EXECUTIVE COMMITTEE: ANY ELIGIBLE AASA VOTING MEMBER MAY SERVE ON THE EXECUTIVE COMMITTEE AS AN ELECTED REGIONAL EXECUTIVE COMMITTEE MEMBER. THE INDIVIDUAL MAY NOT BE AN EMPLOYEE OF AASA OR AN AASA CHARTERED AFFILIATE ASSOCIATION; OR AN EMPLOYEE OR REPRESENTATIVE OF A COMPANY THAT SELLS PRODUCTS OR SERVICES TO SCHOOLS. IN THE CASE OF INVOLUNTARY SUSPENSION OF EMPLOYMENT, A PERSON MAY SERVE THE REMAINDER OF HIS OR HER TERM AS LONG AS SHE OR HE IS NOT AN EMPLOYEE OR REPRESENTATIVE OF A COMPANY THAT SELLS PRODUCTS OR SERVICES TO SCHOOLS. A CANDIDATE CANNOT BE A RETIREE; HOWEVER, HE OR SHE COULD CONTINUE TO SERVE, IF RETIREMENT COMMENCED DURING HIS OR HER TERM OF OFFICE AS A REGIONAL EXECUTIVE COMMITTEE MEMBER, AS LONG AS SHE OR HE IS NOT AN EMPLOYEE OR REPRESENTATIVE OF A COMPANY THAT SELLS PRODUCTS OR SERVICES TO SCHOOLS. IN ADDITION, TO BE A CANDIDATE FOR REGIONAL EXECUTIVE COMMITTEE MEMBER, A MEMBER MUST HAVE BEEN AN ELIGIBLE AASA VOTING MEMBER FOR AT LEAST THE THREE (3) IMMEDIATELY PRECEDING YEARS, A MEMBER IN GOOD STANDING OF A CHARTERED AFFILIATE FOR AT LEAST THREE (3) IMMEDIATELY PRECEDING YEARS AND BE A CURRENT MEMBER OF THE GOVERNING BOARD, OR A FORMER MEMBER HAVING SERVED AT LEAST ONE OF THE THREE (3) IMMEDIATELY PRECEDING YEARS, FROM A CHARTERED AFFILIATE WITHIN THE REGION. FOR GOVERNING BOARD: MEMBERS OF THE GOVERNING BOARD SHALL BE ELIGIBLE AASA VOTING MEMBERS FOR AT LEAST THREE (3) YEARS AND MEMBERS IN GOOD STANDING IN THE CHARTERED AFFILIATE FOR AT LEAST THREE (3) YEARS AT THE TIME OF ELECTION. EMPLOYEES OF AASA AND/OR A CHARTERED AFFILIATE ARE NOT ELIGIBLE TO SERVE AS MEMBERS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B AASA REVIEW OF THE 990 IS IN COMPLIANCE WITH AASA GOVERNANCE PROCESSES AS OUTLINED IN GOVERNANCE DOCUMENTS INCLUDING AASA'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 12C AASA EXECUTIVE COMMITTEE MEMBERS RECEIVE, REVIEW AND SUBMIT A CONFLICT OF INTEREST FORM AT THE TOP OF EACH FISCAL YEAR. AASA BYLAWS DO NOT REQUIRE ANY SUCH FORM FROM THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 15A 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. OTHER STAFF COMPENSATION ARE APPROVED BY EXECUTIVE DIRECTOR OR CHIEF OPERATING OFFICER. THE ANNUAL REVIEW OF SALARIES PERIODICALLY DETERMINES IF COST OF LIVING SALARY INCREASES ARE APPROPRIATE. 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 AND APPROVED BUDGET DOCUMENT WHICH IS DISTRIBUTED IN JULY OF EACH YEAR. FORM 990, PART IX, LINE 11G BROKERAGE & COMMISSION: PROGRAM SERVICE EXPENSES 88,312. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,312. CONSULTANT FEE: PROGRAM SERVICE EXPENSES 910,397. MANAGEMENT AND GENERAL EXPENSES 93,561. FUNDRAISING EXPENSES 61,131. TOTAL EXPENSES 1,065,089. CRISIS HOTLINE SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 14,676. TOTAL EXPENSES 14,676. HONORARIUM: PROGRAM SERVICE EXPENSES 76,160. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,150. TOTAL EXPENSES 78,310. LEAD TEACHERS: PROGRAM SERVICE EXPENSES 401,175. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 401,175. LIST RENTAL: PROGRAM SERVICE EXPENSES 23,071. MANAGEMENT AND GENERAL EXPENSES 2,700. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,771. MENTORS: PROGRAM SERVICE EXPENSES 258,210. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 258,210. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,132,455. MANAGEMENT AND GENERAL EXPENSES 11,149. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,143,604. PRESIDENT'S SUBSIDY: PROGRAM SERVICE EXPENSES 8,929. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,929. PUBLICATION SERVICES: PROGRAM SERVICE EXPENSES 2,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,000. RECRUITMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 28,436. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,436. TECHNICAL SUPPORT SERVICE: PROGRAM SERVICE EXPENSES 96,603. MANAGEMENT AND GENERAL EXPENSES 341,691. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 438,294. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 157,155. MANAGEMENT AND GENERAL EXPENSES 5,742. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,897. FORM 990, PART XI, LINE 9: MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT 1,100,740.