2022-06-23T14:33:59-05:00 2021-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-10-01 510237968 AMERICAN SCHOOL COUNSELOR ASSOCIATION AMER 7036832722 1101 KING STREET NO 310 ALEXANDRIA VA 22314 JILL COOK EXECUTIVE DIRECTOR 7036832722 2022-06-23 1 JILL COOK 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z JILL COOK 1101 KING STREET NO 310 ALEXANDRIA VA 22314 10581257 0 X WWW.SCHOOLCOUNSELOR.ORG X 1969 DC TO SUPPORT SCHOOL COUNSELOR'S EFFORTS TO HELP STUDENTS FOCUS ON ACADEMICS. 9 9 15 280 341357 0 10 80 6286282 9120424 286414 494929 949584 -97595 7522290 9517838 17000 0 0 0 2488385 2504557 0 0 0 3863972 5889478 6369357 8394035 1152933 1123803 7066172 8292034 3179852 3017614 3886320 5274420 X THE MISSION OF THE AMERICAN SCHOOL COUNSELOR ASSOCIATION (ASCA) IS TO REPRESENT PROFESSIONAL SCHOOL COUNSELORS AND TO PROMOTE PROFESSIONALISM AND ETHICAL PRACTICES. 0 0 2292751 2068333 CONFERENCES: PROVIDES A FORUM FOR THE EXCHANGE OF METHODS AND INFORMATION RELATED TO SCHOOL COUNSELORS. 1784766 4203768 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. 1207875 1475032 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. 622313 984939 TRAINING AND EDUCATION 347123 RECOGNITION 306376 GOVERNANCE 278138 STANDARDS AND ADVOCACY 1553950 984939 6839342 1 0 0 0 0 0 0 0 1 0 1 0 0 0 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 38 0 1 15 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 1101 KING STREET NO 310 ALEXANDRIA VA 22314 TINISHA PARKER CHAIRMAN 1.00 X X 0 0 0 KATHERINE PASTOR ASSISTANT CHAIR 1.00 X X 0 0 0 SUE CAPONI ARVIDSON BOAD OF DIRECTORS 1.00 X 0 0 0 CRYSTAL BREWER BOAD OF DIRECTORS 1.00 X 0 0 0 LISA FULTON BOAD OF DIRECTORS 1.00 X 0 0 0 JEREMY GOLDMAN BOAD OF DIRECTORS 1.00 X 0 0 0 GEOFF HECKMAN BOAD OF DIRECTORS 1.00 X 0 0 0 SARAH KIRK BOAD OF DIRECTORS 1.00 X 0 0 0 RICHARD TENCH BOAD OF DIRECTORS 1.00 X 0 0 0 JILL COOK EXECUTIVE DIRECTOR 40.00 X 266031 0 55191 AMANDA FITZGERALD ASSISTANT DEPUTY EXEC DIR 40.00 X 185675 0 18194 HAROLD E SPARKS DEPUTY EXECUTIVE DIRECTOR 40.00 X 256362 0 27025 KELLY FREY DIRECTOR OF MEETINGS & CONFERENCES 40.00 X 125540 0 15814 LEISL MORIARTY DIRECTOR OF AFFILIATE RELATIONS 40.00 X 149782 0 18074 KATHLEEN RAKESTRAW DIRECTOR OF COMMUNICATIONS 40.00 X 177062 0 29554 BRIAN LEVY DIRECTOR OF SALES & PARTNERSHIPS 40.00 X 175891 0 16803 ANGELA HICKMAN DIRECTOR OF RESEARCH & MARKETING 40.00 X 113971 0 20662 RICHARD WONG FORMER OFFICER 40.00 X 798712 0 24717 2249026 0 226034 10 1 1 0 CONCEPT MARKETING 25457 BERESFORD DRIVE CHANTILLY VA 20152 DESIGN/PRODUCTION SERVICES 873667 BRIGHTKEY 60 WEST STREET ANNAPOLIS MD 21401 PROFESSIONAL FEES & POSTAGE 321622 CHAZIN & COMPANY 9211 CORPORATE BLVD ROCKVILLE MD 20850 ACCOUNTING SERVICES 176175 HUBB INC 911 MAIN ST SUITE 330 VANCOUVER WA 98660 HOSTING VIRTUAL CONF. SESSIONS 170500 GTR HOLDING COMPANY INC 1150 CREWS RD SUITE H MATTHEWS NC 28105 HOSTING VIRTUAL CONF. SESSIONS 159175 9 80 80 MEMBERSHIP DUES 900099 4203768 4203768 CONFERENCE 900099 2336110 2068333 267777 PUBLICATIONS 900099 1475032 1133675 341357 TRAINING & EDUCATION 900099 1105514 1105514 9120424 144134 144134 22862 22862 1248323 897528 350795 350795 350795 45316 165891 -120575 -120575 MISCELLANEOUS 900099 118 118 118 9517838 8390715 341357 785686 X 921828 564199 357629 434083 130225 303858 811432 702942 108490 47363 43666 3697 145385 51533 93852 144466 85539 58927 31390 22316 9074 430750 256451 174299 45356 45356 1738993 1674983 64010 370512 320693 49819 638652 540659 97993 95282 56588 38694 97069 94742 2327 1552433 1545560 6873 10578 10578 66444 21954 44490 537256 528783 8473 UBIT TAXES 8887 5777 3110 MERCHANT ACCOUNT FEES 178636 147333 31303 PUBS., DUES & SUBS. 65670 19334 46336 GIFTS 12209 11150 1059 9361 4337 5024 8394035 6839342 1554693 0 1879729 2323197 430526 315707 94373 105484 175552 154989 256796 302398 414964 178891 253701 236073 3966891 4845582 8604 8604 7066172 8292034 1003942 942323 2088951 1990780 42945 46290 44014 38221 3179852 3017614 X 3886320 5274420 3886320 5274420 7066172 8292034 1123803 264297 0 X 0 1 X 1 0 X 1000 3290 10346 10 80 14726 5980936 6215513 6641881 7218583 8556606 34613519 5981936 6218803 6652227 7218593 8556686 34628245 3997 956 1537 831 7321 0 3997 956 1537 831 7321 34620924 336058 511113 401749 168162 434773 1851855 336058 511113 401749 168162 434773 1851855 31819 60486 57915 28989 0 179209 47655 92964 25075 18820 118 184632 6397468 6883366 7136966 7434564 8991577 36843941 0.93970 0.96610 0.05030 0.03230 X 0 1 X 96451 17806 78645 90197 71338 18859 228316 89747 138569 236073 DEFERRED RENT 38221 38221 X 9902670 264297 165891 430188 9472482 45356 45356 9517838 8514570 165891 165891 8348679 45356 45356 8394035 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 37 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, 2021, 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 165,891. 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 165,891. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON THE FORM 990, PART VIII, LINE 10B. X X X 1 0 0 0 0 0 0 1 0 RICHARD WONG FORMER OFFICER 336878 0 77188 0 384646 0 20213 0 4504 0 823429 0 0 0 JILL COOK EXECUTIVE DIRECTOR 251031 0 15000 0 0 0 15062 0 40129 0 321222 0 0 0 HAROLD E SPARKS DEPUTY EXECUTIVE DIRECTOR 240362 0 16000 0 0 0 14422 0 12603 0 283387 0 0 0 KATHLEEN RAKESTRAW DIRECTOR OF COMMUNICATIONS 166062 0 11000 0 0 0 9964 0 19590 0 206616 0 0 0 AMANDA FITZGERALD ASSISTANT DEPUTY EXEC DIR 174675 0 11000 0 0 0 10480 0 7714 0 203869 0 0 0 BRIAN LEVY DIRECTOR OF SALES & PARTNERSHIPS 166391 0 9500 0 0 0 386 0 16417 0 192694 0 0 0 LEISL MORIARTY DIRECTOR OF AFFILIATE RELATIONS 138782 0 11000 0 0 0 8546 0 9528 0 167856 0 0 0 PART I, LINE 4A KWOK-SZE WONG RECEIVED SEVERANCE IN THE AMOUNT OF $384,646. PART I, LINE 7 THE FOLLOWING BONUSES ARE REPORTED ON PART VII: RICHARD WONG $77,188 JILL COOK $15,000 HAROLD E. SPARKS $16,000 KATHLEEN RAKESTRAW $11,000 AMANDA FITZGERALD $11,000 BRIAN LEVY $9,500 LEISL MORIARTY $11,000 KELLY FREY $11,000 ANGELA HICKMAN $11,000 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 ASSISTANT 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 ASSISTANT 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 1,081,838. MANAGEMENT AND GENERAL EXPENSES 58,893. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,140,731. DESIGN/PRODUCTION: PROGRAM SERVICE EXPENSES 584,882. MANAGEMENT AND GENERAL EXPENSES 5,117. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 589,999. ELECTIONS: PROGRAM SERVICE EXPENSES 8,263. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,263.