2024-07-08T13:26:13-05:00 2023-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-10-01 510237968 AMERICAN SCHOOL COUNSELOR ASSOCIATION AMER 7036832722 277 S WASHINGTON ST 390 ALEXANDRIA VA 223143646 JILL COOK EXECUTIVE DIRECTOR 7036832722 2024-07-08 1 JILL COOK 999009999 0 ELIZABETH W HELLER P00397829 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JILL COOK 277 S WASHINGTON ST 390 ALEXANDRIA VA 223143646 16025455 0 X WWW.SCHOOLCOUNSELOR.ORG X 1969 DC TO SUPPORT SCHOOL COUNSELOR'S EFFORTS TO HELP STUDENTS FOCUS ON ACADEMICS. 9 9 16 305 261423 13802 0 35063 10607271 10989918 263873 155816 6540 -45289 10877684 11135508 40844 6950 0 0 2689732 2982980 0 0 0 6779483 7961317 9510059 10951247 1367625 184261 8543371 10302965 2977068 4153740 5566303 6149225 X THE MISSION OF THE AMERICAN SCHOOL COUNSELOR ASSOCIATION (ASCA) IS TO REPRESENT THE SCHOOL COUNSELING PROFESSION AND EQUIP SCHOOL COUNSELORS TO CREATE EQUITABLE OPPORTUNITIES AND INCLUSIVE ENVIRONMENTS THAT ENABLE ALL STUDENTS TO SUCCEED. 0 0 3856480 3063464 CONFERENCES: PROVIDES A FORUM FOR THE EXCHANGE OF METHODS AND INFORMATION RELATED TO SCHOOL COUNSELORS. 1130695 1776509 TRAINING AND EDUCATION: INCLUDES ALL PROFESSIONAL DEVELOPMENT FOR ASCA INCLUDING ASCA ON-SITE TRAINING, ONLINE ASCA WEBINARS AND ASCA ANNUAL CONFERENCE PRESENTATIONS. 1119522 4487240 MEMBERSHIP: OFFERS MEMBERS PERIODICALS, PROFESSIONAL DEVELOPMENT, PEER NETWORKING AND TOOLS TO FURTHER THE NEEDS AND MISSION OF SCHOOL COUNSELORS TO HELP MEMBERS GROW PROFESSIONALLY AS WELL AS PERSONALLY. 1080951 6950 1044736 PUBLICATIONS: ASCA SERVES THE SCHOOL COUNSELING PROFESSION BY SELLING PUBLICATIONS RELEVANT TO THE INDUSTRY. ASCA PUBLISHES TWO AWARD-WINNING PERIODICALS: THE ASCA SCHOOL COUNSELOR MAGAZINE AND THE PEER-REVIEWED, PROFESSIONAL SCHOOL COUNSELING JOURNAL. OUR BOOKS ARE AVAILABLE TO MEMBERS AT A MEMBER RATE. OUR MAGAZINE AND JOURNAL ARE INCLUDED AS A MEMBERSHIP BENEFIT. 732600 RECOGNITION 649339 SCA 360166 GOVERNANCE 308392 STANDARDS AND ADVOCACY 3131448 6950 1044736 9238145 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 65 0 1 16 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X JILL COOK 7036832722 277 S WASHINGTON ST 390 ALEXANDRIA VA 223143646 GEOFF HECKMAN BOD CHAIRMAN 1.00 X X 0 0 0 LISA FULTON BOD ASSISTANT CHAIR 1.00 X X 0 0 0 SUE ARVIDSON BOAD OF DIRECTORS 1.00 X 0 0 0 EVA GIBSON BOAD OF DIRECTORS 1.00 X 0 0 0 PRISCILLA A GRIJALVA BOAD OF DIRECTORS 1.00 X 0 0 0 REBECCA PIANTA BOAD OF DIRECTORS 1.00 X 0 0 0 STEPHEN SHARP BOAD OF DIRECTORS 1.00 X 0 0 0 RICHARD TENCH BOAD OF DIRECTORS 1.00 X 0 0 0 CHRISTY WELCH BOAD OF DIRECTORS 1.00 X 0 0 0 JILL COOK EXECUTIVE DIRECTOR 40.00 X 323931 0 66846 HAROLD E SPARKS DEPUTY EXECUTIVE DIRECTOR 40.00 X 285221 0 30591 AMANDA FITZGERALD ASSISTANT DEPUTY EXEC DIR 40.00 X 224551 0 21819 KATHLEEN RAKESTRAW DIRECTOR OF COMMUNICATIONS 40.00 X 184972 0 32538 BRIAN LEVY DIRECTOR OF SALES & PARTNERSHIPS 40.00 X 184972 0 31184 LEISL MORIARTY DIRECTOR OF AFFILIATE RELATIONS 40.00 X 158264 0 19666 ANGELA HICKMAN DIRECTOR OF RESEARCH & MARKETING 40.00 X 131921 0 24417 DEIRDRA HAWKES DIRECTOR OF PROGRAMS & ADVOCACY 40.00 X 131921 0 22278 1625753 0 249339 11 0 1 0 CONCEPT MARKETING INC 25457 BERESFORD DRIVE CHANTILLY VA 20152 DESIGN/PRODUCTION 1191440 PROJECTION PRESENTATION PO BOX 890472 CHARLOTTE NC 28289 AUDIO/VISUAL SERVICES 297026 CHAZIN & COMPANY 12774 WISTERIA DRIVE 790 GERMANTOWN MD 20875 ACCOUNTING SERVICES 215318 THE EXPO GROUP INC 5931 CAMPUS CIRCLE DR IRVING TX 75063 CONFERENCE SERVICES 202610 BRIGHTKEY INC 60 WEST STREET ANNAPOLIS MD 21401 PROFESSIONAL FEES & POSTAGE 194534 15 35063 35063 MEMBERSHIP DUES 900099 4487240 4487240 CONFERENCE 900099 3603856 3063464 540392 TRAINING & EDUCATION 900099 1854086 1854086 PUBLICATIONS 900099 1044736 783313 261423 10989918 193754 193754 32277 32277 4696298 4734236 -37938 -37938 -37938 78134 155711 -77577 -77577 MISCELLANEOUS 900099 11 11 11 11135508 10110526 261423 728496 X 6950 6950 994500 317507 676993 1626109 1294499 331610 82087 67639 14448 118439 100075 18364 161845 102100 59745 16616 9516 7100 515193 346579 168614 28365 28365 2413295 2359341 53954 358689 314149 44540 370752 278057 92695 650 650 56122 32045 24077 597199 580286 16913 2584896 2570109 14787 11644 11644 79148 49899 29249 587783 572556 15227 UBIT TAXES 5798 5753 45 MERCHANT ACCOUNT FEES 208716 157192 51524 PUBS., DUES & SUBS. 77006 32689 44317 REGISTRATION FEES 22331 7605 14726 27114 21305 5809 10951247 9238145 1713102 0 2467111 719109 255443 991379 173471 234498 247921 352586 294162 358186 383408 236115 141195 147293 4955464 6434014 8604 1065900 8543371 10302965 795313 926495 2088495 2056627 63358 51520 29902 1119098 2977068 4153740 X 5566303 6149225 5566303 6149225 8543371 10302965 X 184261 452080 -53419 X 0 1 X 1 0 X 10346 10 80 35063 45499 6641881 7218583 8824383 10431145 10806629 43922621 6652227 7218593 8824463 10431145 10841692 43968120 956 1537 831 2246 1362 6932 126578 126578 956 1537 831 128824 1362 133510 43834610 401749 168162 166996 212838 226031 1175776 401749 168162 166996 212838 226031 1175776 57915 28989 13802 100706 25075 18820 118 11 44024 7136966 7434564 8991577 10643983 11081536 45288626 0.96790 0.95380 0.02600 0.03590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 150235 49837 100398 233173 186278 46895 147293 DEPOSITS 20198 RIGHT-OF-USE ASSET 1045702 1065900 OPERATING LEASE LIABILITY 1119098 1119098 X 11714934 452080 155711 607791 11107143 28365 28365 11135508 11078593 155711 155711 10922882 28365 28365 10951247 PART IV, LINE 2B: AS A BENEFIT TO OUR STATE ASSOCIATIONS, WE HAVE OFFERED THEM THE OPPORTUNITY FOR US TO COLLECT DUES FOR THEM FREE OF CHARGE WHEN OUR MEMBERS ARE JOINING OR RENEWING THEIR MEMBERSHIP WITH ASCA. MEMBERS CAN CHOOSE TO ALSO JOIN THEIR STATE ASSOCIATION AT THE SAME TIME. WE COLLECT THESE DUES FOR THE PARTICIPATING STATES (APPROXIMATELY 45 STATES PARTICIPATE), AND THEN APPROXIMATELY ONCE A MONTH, WE GENERATE A REPORT AND FORWARD THE DUES COLLECTED IN THE FORM OF A CHECK ALONG WITH A REPORT AS TO WHO THE DUES ARE FOR. PART X, LINE 2: FOR THE YEAR ENDED SEPTEMBER 30, 2023, ASCA HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED AS AN EXPENSE ON THE 155,711. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON THE FORM 990, PART VIII, LINE 10B. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED AS AN EXPENSE ON THE 155,711. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON THE FORM 990, PART VIII, LINE 10B. 1 RESEARCH GRANTS 2 6950 PART I, LINE 2: GRANTEES ARE REQUIRED TO PROVIDE A REPORT MIDWAY THROUGH THE PROJECT AND A FINAL REPORT WITH HOW FUNDS WERE USED TO VERIFY APPROPRIATE USE. X X X 0 0 0 0 0 0 0 1 0 JILL COOK EXECUTIVE DIRECTOR 323931 0 0 0 0 0 19436 0 47410 0 390777 0 0 0 HAROLD E SPARKS DEPUTY EXECUTIVE DIRECTOR 275221 0 10000 0 0 0 16513 0 14078 0 315812 0 0 0 AMANDA FITZGERALD ASSISTANT DEPUTY EXEC DIR 214551 0 10000 0 0 0 12873 0 8946 0 246370 0 0 0 KATHLEEN RAKESTRAW DIRECTOR OF COMMUNICATIONS 177472 0 7500 0 0 0 10648 0 21890 0 217510 0 0 0 BRIAN LEVY DIRECTOR OF SALES & PARTNERSHIPS 177472 0 7500 0 0 0 10648 0 20536 0 216156 0 0 0 LEISL MORIARTY DIRECTOR OF AFFILIATE RELATIONS 150764 0 7500 0 0 0 9046 0 10620 0 177930 0 0 0 ANGELA HICKMAN DIRECTOR OF RESEARCH & MARKETING 124421 0 7500 0 0 0 7465 0 16952 0 156338 0 0 0 DEIRDRA HAWKES DIRECTOR OF PROGRAMS & ADVOCACY 124421 0 7500 0 0 0 7465 0 14813 0 154199 0 0 0 PART I, LINE 7 THE FOLLOWING BONUSES ARE REPORTED ON PART VII: HAROLD E. SPARKS $10,000 AMANDA FITZGERALD $10,000 KATHLEEN RAKESTRAW $7,500 BRIAN LEVY $7,500 LEISL MORIARTY $7,500 ANGELA HICKMAN $7,500 DEIRDRA HAWKES $7,500 BONUSES ARE BASED ON OVERALL ASSOCIATION PERFORMANCE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO TYPES OF ELIGIBLE MEMBERS. PROFESSIONAL MEMBERSHIP: SCHOOL COUNSELING PROFESSIONALS WHO HOLD A MASTER'S DEGREE OR HIGHER IN SCHOOL COUNSELING OR THE SUBSTANTIAL EQUIVALENT AND ARE EMPLOYED AS SCHOOL COUNSELORS, SUPERVISORS OF SCHOOL COUNSELORS OR PROFESSORS OF COUNSELING IN A GRADUATE PROGRAM THAT PREPARES SCHOOL COUNSELORS ARE ELIGIBLE FOR PROFESSIONAL MEMBERSHIP. RETIRED MEMBERSHIP: PROFESSIONAL MEMBERS IN RETIREMENT ARE ELIGIBLE FOR RETIRED MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS ARE ELECTED ANNUALLY THROUGH A GENERAL ELECTION BY THE ASSOCIATION'S PROFESSIONAL AND RETIRED MEMBERS HELD IN ACCORDANCE WITH THE ASSOCIATION'S POLICIES AND PROCEDURES THAT ADDRESS NOMINATIONS AND ELECTIONS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO OTHER COMMITTEES THAT MAY ACT ON BEHALF OF THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY OUR OUTSIDE PUBLIC ACCOUNTING FIRM AND THEN REVIEWED BY THE DEPUTY EXECUTIVE DIRECTOR AND THE SECRETARY/EXECUTIVE DIRECTOR. IF CHANGES ARE REQUIRED, THESE ARE PROCESSED BEFORE PROVIDING A COPY TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW. A COPY OF THE FORM IS PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND DISCLOSES ANY POTENTIAL CONFLICT OF INTEREST AT THE TIME THE CONFLICT IS IDENTIFIED. ALL ASCA STAFF AND BOARD OF DIRECTORS SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE SIGNED DOCUMENTS ARE REVIEWED BY THE CEO & GENERAL COUNSEL. THE CONFLICT OF INTEREST POLICY IS ALWAYS TAKEN INTO CONSIDERATION WHEN THERE IS THE POTENTIAL FOR CONFLICT, PARTICULARLY WHEN SIGNING NEW CONTRACTS OR BEGINNING NEW RELATIONSHIPS. ANY POSSIBLE APPEARANCE OF CONFLICT OF INTEREST THAT ARISES IN THE COURSE OF BUSINESS IS RESEARCHED TO DETERMINE THE EXISTENCE OF A CONFLICT. IF A CONTRACT IS TO BE MADE WITH A RELATED PARTY, IT IS DISCLOSED TO THE BOARD OF DIRECTORS. IF ASCA STAFF MEMBERS IDENTIFY A CONFLICT OF INTEREST, THE CEO OR DEPUTY EXECUTIVE DIRECTORS SHARE THIS INFORMATION WITH THE BOARD OF DIRECTORS FOR ITS AWARENESS AND POTENTIAL ACTION. BOARD MEMBERS ARE PRECLUDED FROM VOTING ON MATTERS FOR WHICH A CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE SECRETARY/EXECUTIVE DIRECTOR IS DETERMINED ON AN ANNUAL BASIS DURING A BOARD OF DIRECTORS MEETING PRIOR TO OCTOBER 1ST. THE FULL BOARD OF DIRECTORS MEETS TO DISCUSS COMPENSATION BASED ON DATA FROM THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES. THE BOARD OF DIRECTORS' DECISION IS CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,054,664. MANAGEMENT AND GENERAL EXPENSES 50,433. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,105,097. DESIGN/PRODUCTION: PROGRAM SERVICE EXPENSES 288,277. MANAGEMENT AND GENERAL EXPENSES 2,021. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 290,298. ELECTIONS: PROGRAM SERVICE EXPENSES 8,950. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,950. EVENT PLANNING: PROGRAM SERVICE EXPENSES 7,450. MANAGEMENT AND GENERAL EXPENSES 1,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,950. FORM 990, PART XI, LINE 9: LOSS OF TERMINATION OF LEASE -53,419.