2022-05-10T13:33:50-05:00 2021-06-30 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-07-01 541999773 AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS INC AMER 7035280700 1615 DUKE ST ALEXANDRIA VA 223143406 DANIEL A DOMENECH EXECUTIVE DIRECTOR 7035280700 2022-05-09 1 DANIEL DOMENECH XXX-XX-XXXX SARA SMITH P01332734 2022932200 2022-05-09 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z AASA DANIEL A DOMENECH 1615 DUKE ST ALEXANDRIA VA 223143406 12911478 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. 141 141 39 146 1234652 0 2859404 2665727 8827593 7186237 215429 268172 2049705 2670927 13952131 12791063 0 80000 0 0 5088369 5118705 0 0 262226 6997394 5517616 12085763 10716321 1866368 2074742 21016604 25509249 10313336 11543769 10703268 13965480 X AASA ADVOCATES FOR THE HIGHEST QUALITY PUBLIC EDUCATION FOR ALL STUDENTS, AND DEVELOPS AND SUPPORTS SCHOOL SYSTEM LEADERS. 0 0 3088622 80000 2325571 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. 1242929 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. 958017 749250 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. 894431 3405334 MEMBER/AFFILIATE 531645 PUBLIC POLICY 249844 139555 CHILDREN'S 147753 GOVERNANCE 85506 AWARDS 31892 OTHER PROGRAMS 9137 2700 EDUCATIONAL MTGS 1950208 3547589 7239776 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 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 1 113 0 1 39 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 141 141 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 KRISTI WILSON PRESIDENT 2.00 X X 0 0 0 PAUL IMHOFF PRESIDENT ELECT 2.00 X X 0 0 0 DEBORAH KERR IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 BLAINE HESS EXECUTIVE COMMITTEE 2.00 X 0 0 0 BRIAN HARRIS EXECUTIVE COMMITTEE 2.00 X 0 0 0 COSIMO TANGORRA EXECUTIVE COMMITTEE 2.00 X 0 0 0 ERIC RUNEZ EXECUTIVE COMMITTEE 2.00 X 0 0 0 GLADYS CRUZ EXECUTIVE COMMITTEE 2.00 X 0 0 0 JAY CURTIS EXECUTIVE COMMITTEE 2.00 X 0 0 0 JOHN JUNGMANN EXECUTIVE COMMITTEE 2.00 X 0 0 0 JOSEPH MARUSZCZAK EXECUTIVE COMMITTEE 2.00 X 0 0 0 JULIE VITALE EXECUTIVE COMMITTEE 2.00 X 0 0 0 KIRK MILLER EXECUTIVE COMMITTEE 2.00 X 0 0 0 LILLIAN TORREZ EXECUTIVE COMMITTEE 2.00 X 0 0 0 M ANN LEVETT EXECUTIVE COMMITTEE 2.00 X 0 0 0 MARTHA GROUP EXECUTIVE COMMITTEE 2.00 X 0 0 0 MATTHEW BURROWS EXECUTIVE COMMITTEE 2.00 X 0 0 0 NICHOLAS CEGLAREK EXECUTIVE COMMITTEE 2.00 X 0 0 0 RALPH MARINO JR EXECUTIVE COMMITTEE 2.00 X 0 0 0 RANDY RUSSELL EXECUTIVE COMMITTEE 2.00 X 0 0 0 RAYMOND MORGIGNO EXECUTIVE COMMITTEE 2.00 X 0 0 0 RICHARD ABERNATHY EXECUTIVE COMMITTEE 2.00 X 0 0 0 RODNEY SHOTWELL EXECUTIVE COMMITTEE 2.00 X 0 0 0 SCOTT THIELMAN EXECUTIVE COMMITTEE 2.00 X 0 0 0 SCOTT HANBACK EXECUTIVE COMMITTEE 2.00 X 0 0 0 SEAN RICKERT EXECUTIVE COMMITTEE 2.00 X 0 0 0 SHANE HOTCHKISS EXECUTIVE COMMITTEE 2.00 X 0 0 0 SHARI CAMHI EXECUTIVE COMMITTEE 2.00 X 0 0 0 STEVE WEBB EXECUTIVE COMMITTEE 2.00 X 0 0 0 TOBIN NOVASIO EXECUTIVE COMMITTEE 2.00 X 0 0 0 KAREN GABORIK GOVERNING BOARD 2.00 X 0 0 0 PATRICK V MAYER GOVERNING BOARD 2.00 X 0 0 0 JACQUELINE BROOKS GOVERNING BOARD 2.00 X 0 0 0 WAYNE VICKERS GOVERNING BOARD 2.00 X 0 0 0 JON COLLINS GOVERNING BOARD 2.00 X 0 0 0 TONY THURMAN GOVERNING BOARD 2.00 X 0 0 0 DEBBI BURDICK GOVERNING BOARD 2.00 X 0 0 0 CHRIS EVANS GOVERNING BOARD 2.00 X 0 0 0 MARY SIEU GOVERNING BOARD 2.00 X 0 0 0 CINDY FINN GOVERNING BOARD 2.00 X 0 0 0 FRANK REEVES GOVERNING BOARD 2.00 X 0 0 0 KEITH E OWEN GOVERNING BOARD 2.00 X 0 0 0 ALAN ADDLEY GOVERNING BOARD 2.00 X 0 0 0 JANET M ROBINSON GOVERNING BOARD 2.00 X 0 0 0 MATT CONWAY GOVERNING BOARD 2.00 X 0 0 0 PAUL FREEMAN GOVERNING BOARD 2.00 X 0 0 0 ROBERT FULTON GOVERNING BOARD 2.00 X 0 0 0 DEBRA P PACE GOVERNING BOARD 2.00 X 0 0 0 MICHAEL GREGO GOVERNING BOARD 2.00 X 0 0 0 JASON BRANCH GOVERNING BOARD 2.00 X 0 0 0 MICHAEL DUNCAN GOVERNING BOARD 2.00 X 0 0 0 MICHELE TAYLOR GOVERNING BOARD 2.00 X 0 0 0 BRADLEY A BUCK GOVERNING BOARD 2.00 X 0 0 0 LISA REMY GOVERNING BOARD 2.00 X 0 0 0 THERON J SCHUTTE GOVERNING BOARD 2.00 X 0 0 0 STEVE COOK GOVERNING BOARD 2.00 X 0 0 0 WENDY J MOORE GOVERNING BOARD 2.00 X 0 0 0 ART FESSLER GOVERNING BOARD 2.00 X 0 0 0 JENNIFER KELSALL GOVERNING BOARD 2.00 X 0 0 0 JUDITH HACKETT GOVERNING BOARD 2.00 X 0 0 0 KRISTIN M HUMPHRIES GOVERNING BOARD 2.00 X 0 0 0 PHILIP DOWNS GOVERNING BOARD 2.00 X 0 0 0 JUSTIN B HENRY GOVERNING BOARD 2.00 X 0 0 0 WAYNE BURKE GOVERNING BOARD 2.00 X 0 0 0 PATRICIA SHEFFER 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 DAVID J DERUOSI JR GOVERNING BOARD 2.00 X 0 0 0 ERIC CONTI GOVERNING BOARD 2.00 X 0 0 0 GEORGE P ARLOTTO GOVERNING BOARD 2.00 X 0 0 0 THERESA ALBAN GOVERNING BOARD 2.00 X 0 0 0 DOMINIC A DEPATSY GOVERNING BOARD 2.00 X 0 0 0 RICHARD PAUL COLPITTS GOVERNING BOARD 2.00 X 0 0 0 DAVEDA J COLBERT GOVERNING BOARD 2.00 X 0 0 0 DAVID TEBO GOVERNING BOARD 2.00 X 0 0 0 JEFFREY N REHLANDER GOVERNING BOARD 2.00 X 0 0 0 STEVE M MATTHEWS GOVERNING BOARD 2.00 X 0 0 0 BRANDON LUNAK GOVERNING BOARD 2.00 X 0 0 0 CRAIG OFTEDAHL GOVERNING BOARD 2.00 X 0 0 0 DANIEL T BITTMAN GOVERNING BOARD 2.00 X 0 0 0 JOHN C SELOVSZKI GOVERNING BOARD 2.00 X 0 0 0 ANDREW UNDERWOOD GOVERNING BOARD 2.00 X 0 0 0 ANTHONY ROSSETTI GOVERNING BOARD 2.00 X 0 0 0 CHRIS WILSON GOVERNING BOARD 2.00 X 0 0 0 THOMAS MUZZEY GOVERNING BOARD 2.00 X 0 0 0 CORY USELTON 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 PATRICK C MILLER GOVERNING BOARD 2.00 X 0 0 0 BRANDT DICK GOVERNING BOARD 2.00 X 0 0 0 ROBERT LECH GOVERNING BOARD 2.00 X 0 0 0 JEFF E EDWARDS GOVERNING BOARD 2.00 X 0 0 0 KEVIN W WINGARD GOVERNING BOARD 2.00 X 0 0 0 MARK L ADLER GOVERNING BOARD 2.00 X 0 0 0 MARK T MACLEAN GOVERNING BOARD 2.00 X 0 0 0 WINFRIED FENEBERG GOVERNING BOARD 2.00 X 0 0 0 DEBORAH HARVEST GOVERNING BOARD 2.00 X 0 0 0 GLENN 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ROBERT SITTIG GOVERNING BOARD 2.00 X 0 0 0 GARY LILLY GOVERNING BOARD 2.00 X 0 0 0 RUSSELL T DYER GOVERNING BOARD 2.00 X 0 0 0 KELLI A MOULTON GOVERNING BOARD 2.00 X 0 0 0 KIM ALEXANDER GOVERNING BOARD 2.00 X 0 0 0 DAVID V STYLER GOVERNING BOARD 2.00 X 0 0 0 REID P NEWEY GOVERNING BOARD 2.00 X 0 0 0 AARON C SPENCE GOVERNING BOARD 2.00 X 0 0 0 ROSA S ATKINS GOVERNING BOARD 2.00 X 0 0 0 PETER BURROWS GOVERNING BOARD 2.00 X 0 0 0 KEVIN MCKAY GOVERNING BOARD 2.00 X 0 0 0 KRESTIN BAHR GOVERNING BOARD 2.00 X 0 0 0 MICHELLE R PRICE GOVERNING BOARD 2.00 X 0 0 0 NATHAN MCCANN GOVERNING BOARD 2.00 X 0 0 0 JIM SEBERT GOVERNING BOARD 2.00 X 0 0 0 MARK HANSEN GOVERNING BOARD 2.00 X 0 0 0 DOUGLAS S LAMBERT GOVERNING BOARD 2.00 X 0 0 0 JOHN G HUDSON GOVERNING BOARD 2.00 X 0 0 0 DAVE BARKER GOVERNING BOARD 2.00 X 0 0 0 GILLIAN CHAPMAN GOVERNING BOARD 2.00 X 0 0 0 MAX R TANNER EXECUTIVE COMMITTEE TIL 1/20/2021 2.00 X 0 0 0 DAVID S YOUNCE GOVERNING BOARD TIL 1/20/2021 2.00 X 0 0 0 LORY D MORROW GOVERNING BOARD TIL 1/20/2021 2.00 X 0 0 0 MATTHEW L DILLON GOVERNING BOARD TIL 1/20/2021 2.00 X 0 0 0 RUSSELL W BOOKER GOVERNING BOARD TIL 1/20/2021 2.00 X 0 0 0 DANIEL DOMENECH EXECUTIVE DIRECTOR 40.00 X 484254 0 18239 H CHARLES WOODRUFF COO 40.00 X 236281 0 12848 EVELYN GILLIAM DIRECTOR, FINANCE (TIL 2/2021) 40.00 X 169801 0 13883 MIKE PIOTROWSKI CFO SINCE 2/2021 40.00 X 0 0 0 CHRIS DAW ASSOC EXEC DIR 40.00 X 168920 0 33646 MORT SHERMAN ASSOC EXEC DIR 40.00 X 185266 0 13990 SHARON ADAMS-TAYLOR ASSOC EXEC DIR 40.00 X 181582 0 13218 NOELLE ELLERSON ASSOC EXEC DIR 40.00 X 155754 0 30343 HEIDI SCHMIDT DIR, CORPORATE & STRATEGIC ALLIANCES 40.00 X 182368 0 16375 VALERIE TRUESDALE ASST EXECUTIVE DIRECTOR 40.00 X 157538 0 25627 JAY GOLDMAN EDITOR, SA 40.00 X 121379 0 41446 LORI VINES ASSISTANT DIR, MEMBERSHIP 40.00 X 102152 0 22467 TAMMY BARBARA CHIEF OF STAFF 40.00 X 110537 0 6821 2255832 0 248903 17 0 1 0 FORREST T JONES 13800 COPPERMINE RD 1ST 2ND 3RD HERNDON VA 20171 AASA PROFESSIONAL LIABILITY IN DUES PROG 477426 SMITHBUCKLIN CORPORATION 8318 SOLUTIONS CENTER CHICAGO IL 60677 ADVERTISING SALES AND ACCOUNTING SUPPORT 355361 EDUCATION COUNSEL LLC 101 CONSTITUTION AVE NW STE 900 WASHINGTON DC 20001 PROVIDE POLICY, STRATEGIC ADVOCACY TO SU 271944 SUCCESSFUL PRACTICE NETWORK 1587 ROUTE 146 REXFORD NY 12148 LEADERSHIP NETWORK PROGRAM SUPPORT SERVI 254875 UW COLLEGE OF EDUCATION CAMPUS BOX 353600 222 MILLER HALL SEATTLE WA 98195 LEADERSHIP NETWORK PROGRAM SUPPORT SERVI 252503 13 646900 2018827 2665727 MEMBERSHIP DUES 900099 3405334 3405334 LEADERSHIP SERVICES 900099 2325571 2325571 CONVENTION REVENUE 900099 761250 749250 12000 ADVERTISING REVENUE 541800 551827 551827 CHILDREN'S PROGRAM 900099 139555 139555 2700 2700 7186237 268172 268172 1715280 1715280 143251 120415 22836 22836 11000 11836 28 0 28 28 WEBSITE ADVERTISING 541800 659825 659825 OTHER INCOME 900099 272958 272958 932783 12791063 6622410 1234652 2268274 X 80000 80000 1935532 1001858 835231 98443 1992853 1027834 864024 100995 34385 17734 14908 1743 892406 485351 359365 47690 263529 135918 114256 13355 39165 16680 22485 54000 54000 47631 47631 2550537 2304640 245897 14635 14075 560 726825 660572 66253 726278 395767 330511 197811 197811 16317 12395 3922 226314 226048 266 146237 146237 SUBCONTRACTS 343100 343100 OTHER COSTS 200532 61255 139277 DUES, SUBSCRIPTIONS 161281 112501 48780 CREDIT CARD DISCOUNTS 61934 61934 5019 5019 10716321 7239776 3214319 262226 400 380 7439373 10466836 362782 612618 371963 276717 260910 246931 5812898 2760880 3183492 3052018 4298352 6280156 4479717 3814726 619615 758867 21016604 25509249 1431276 1445684 2673942 3839442 1740178 1511573 4467940 4747070 10313336 11543769 X 10211449 13634030 491819 331450 10703268 13965480 21016604 25509249 X 2074742 1243060 -55590 X 0 1 X 1 0 X 5858333 6549183 5811984 6208665 6071061 30499226 3764745 4229585 4332893 5030325 3217104 20574652 116014 156078 205829 210643 266380 954944 9739092 10934846 10350706 11449633 9554545 52028822 0 0 0 52028822 1716156 1750907 1799288 1743307 2038655 9048313 1716156 1750907 1799288 1743307 2038655 9048313 12324 157695 272958 442977 11467572 12685753 12149994 13350635 11866158 61520112 0.84570 0.85660 0.14710 0.14060 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: REFUND FROM IRS - 2016 AMOUNT: $ 12,324. RECOVERY - 2019 AMOUNT: $ 157,695. OTHER INCOME - 2020 AMOUNT: $ 272,958. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48964 48964 10795731 10844695 692235 173059 0 0 769949 772627 754288 692235 2989099 4483649 46378 76806 87224 48964 259372 192487 193157 188572 173059 747275 1120913 1248203 27318 39343 1314864 1214512 33728 37 1248203 1178698 28605 9124 1915 1214512 1195869 26754 75 44000 1178698 1168651 27143 75 1195869 0.97627 0.01466 0.00907 0 0 1120555 1120555 2826367 976512 1849855 18102 18102 0 1847874 1766266 81608 3052018 5062-VANGAURD 500 INDEX FD (VFIAX) 2007849 F 157120-BAIRD INTERMEDIATE BOND (BIMIX) 1806877 F 3814726 ACCRUED POSTRETIREMENT MEDICAL BENEFITS 3323239 DEFERRED COMPENSATION 694818 DEFERRED RENT DEPOSIT 8113 PAYCHECK PROTECTION PROGRAM LOAN 720900 4747070 X 14106907 1243060 1243060 12863847 47631 -120415 -72784 12791063 10844695 176005 176005 10668690 47631 47631 10716321 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 X, LINE 2: THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). IN ADDITION, THE ASSOCIATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. UNDER CURRENT INTERNAL REVENUE SERVICE REGULATIONS, RENTAL INCOME, ADVERTISING EARNED IN THE PUBLICATION OF THE ASSOCIATION'S MAGAZINES AND QUALIFIED PRETAX TRANSPORTATION FRINGE BENEFITS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX. DEFERRED TAXES ARISE DUE TO THE TIMING DIFFERENCE IN RECOGNITION OF RENTAL REVENUE. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES 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. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITION AND IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS; THEREFORE, NO TAX LIABILITIES HAVE BEEN RECORDED AS OF JUNE 30, 2021, OR ANY RELATED INTEREST AND PENALTIES INCLUDED IN THE BALANCE SHEET OR STATEMENT OF ACTIVITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B -120,415. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B 120,415. MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT 55,590. 1 BUCKEYE ASSOCIATION OF SCHOOL ADMINISTRATORS 8050 NORTH HIGH STSUITE 150 COLUMBUS OH 43235 310780583 501(C)6 16000 THE GRANT WAS TO THE AASA STATE ASSOCIATIONS FOR THE EXPRESS PURPOSE OF THEIR CONVENING AND BUILDING OUT A NETWORK OF SUPERINTENDENTS IN THEIR STATE. FLORIDA ASSOCIATION OF SCHOOL ADMINISTRATORS 206-B SOUTH MONROE STREET TALLAHASSEE FL 32301 591558806 501(C)6 16000 THE GRANT WAS TO THE AASA STATE ASSOCIATIONS FOR THE EXPRESS PURPOSE OF THEIR CONVENING AND BUILDING OUT A NETWORK OF SUPERINTENDENTS IN THEIR STATE. MICHIGAN ASSOCIATION OF SCHOOL ADMINISTRATORS 1001 CENTENNIAL WAY SUITE 300 LANSING MI 48917 381613620 501(C)3 16000 THE GRANT WAS TO THE AASA STATE ASSOCIATIONS FOR THE EXPRESS PURPOSE OF THEIR CONVENING AND BUILDING OUT A NETWORK OF SUPERINTENDENTS IN THEIR STATE. TENNESSEE ORGANIZATION OF SCHOOL SUPERINTENDENTS 401 CHURCH STREET SUITE 2710 NASHVILLE TN 37219 621151625 501(C)6 16000 THE GRANT WAS TO THE AASA STATE ASSOCIATIONS FOR THE EXPRESS PURPOSE OF THEIR CONVENING AND BUILDING OUT A NETWORK OF SUPERINTENDENTS IN THEIR STATE. TEXAS ASSOCIATION OF SCHOOL ADMINISTRATORS 406 EAST 11TH STREET AUSTIN TX 78701 741540525 501(C)6 16000 THE GRANT WAS TO THE AASA STATE ASSOCIATIONS FOR THE EXPRESS PURPOSE OF THEIR CONVENING AND BUILDING OUT A NETWORK OF SUPERINTENDENTS IN THEIR STATE. 1 4 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 X 0 0 0 0 0 0 0 0 0 DANIEL DOMENECH EXECUTIVE DIRECTOR 461046 0 0 0 23208 0 14250 0 5317 0 503821 0 0 0 H CHARLES WOODRUFF COO 232573 0 0 0 3708 0 12225 0 1964 0 250470 0 0 0 CHRIS DAW ASSOC EXEC DIR 168349 0 0 0 571 0 9179 0 26615 0 204714 0 0 0 MORT SHERMAN ASSOC EXEC DIR 181700 0 0 0 3566 0 9703 0 5593 0 200562 0 0 0 HEIDI SCHMIDT DIR, CORPORATE & STRATEGIC ALLIANCES 182046 0 0 0 322 0 9635 0 8525 0 200528 0 0 0 SHARON ADAMS-TAYLOR ASSOC EXEC DIR 178579 0 0 0 3003 0 9485 0 6988 0 198055 0 0 0 NOELLE ELLERSON ASSOC EXEC DIR 155430 0 0 0 324 0 8748 0 28227 0 192729 0 0 0 EVELYN GILLIAM DIRECTOR, FINANCE (TIL 2/2021) 147857 0 0 0 21944 0 8952 0 6581 0 185334 0 0 0 VALERIE TRUESDALE ASST EXECUTIVE DIRECTOR 154985 0 0 0 2553 0 8357 0 18580 0 184475 0 0 0 JAY GOLDMAN EDITOR, SA 100115 0 0 0 21264 0 6800 0 36071 0 164250 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 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 WAS CONDUCTED IN 2018 WITH EMPLOYEES BEING GIVEN A COST OF LIVING SALARY INCREASE OF 3%. 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 CONSULTANT: PROGRAM SERVICE EXPENSES 732,812. MANAGEMENT AND GENERAL EXPENSES 55,387. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 788,199. LEAD TEACHERS: PROGRAM SERVICE EXPENSES 313,180. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 313,180. MENTORS: PROGRAM SERVICE EXPENSES 209,353. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 209,353. BROKERAGE & COMMISSION: PROGRAM SERVICE EXPENSES 100,494. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,494. HONORARIUM: PROGRAM SERVICE EXPENSES 43,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,250. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 97,948. MANAGEMENT AND GENERAL EXPENSES 63,510. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 161,458. PRESIDENT'S SUBSIDY: PROGRAM SERVICE EXPENSES 50,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,000. LIST RENTAL: PROGRAM SERVICE EXPENSES 23,279. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,279. CRISIS HOTLINE SUPPORT: PROGRAM SERVICE EXPENSES 325. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 325. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 718,003. MANAGEMENT AND GENERAL EXPENSES 127,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 845,003. PUBLICATION SERVICES: PROGRAM SERVICE EXPENSES 15,996. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,996. FORM 990, PART XI, LINE 9: MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT -55,590.