2022-11-03T13:44:49-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2021-01-01 526041929 AMERICAN ASSOCIATION OF COLLEGES FOR TEACHER EDUCATION AMER 2022932450 1602 L STREET NW 601 WASHINGTON DC 20036 LYNN M GANGONE PRESIDENT AND CEO 2022932450 2022-10-28 1 LYNN GANGONE XXX-XX-XXXX J ANDREW SMITH P00635175 5712279500 2022-10-25 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z LYNN M GANGONE 1602 L STREET NW 601 WASHINGTON DC 20036 35034934 0 X WWW.AACTE.ORG X 1948 DC AACTE LEADS IN ADVOCATING FOR AND BUILDING HIGH-QUALITY EDUCATOR PREPARATION PROGRAMS. 23 23 21 45 19500 0 381108 546560 4594867 3687398 4295221 1210860 48061 61079 9319257 5505897 0 0 0 0 2237481 2379191 0 0 0 3357864 2646154 5595345 5025345 3723912 480552 13742734 13782203 2882523 2983459 10860211 10798744 X AACTE ELEVATES EDUCATION AND EDUCATOR PREPARATION THROUGH RESEARCH, PROFESSIONAL PRACTICE, ADVOCACY, AND COLLABORATION. 0 0 1068914 0 233794 POLICY AND PROGRAMS: THE ASSOCIATION DEVELOPS AND PRODUCES PUBLICATIONS AND OTHER TYPES OF LITERATURE RELATING TO TEACHER EDUCATION. ALSO, UPON REQUEST, THE ASSOCIATION COLLECTS AND PROVIDES INFORMATION OF SPECIAL INTEREST TO THE MEMBERSHIP AND THOSE IN THE PROFESSION. 904977 0 426193 EVENTS: CONTAINS ANNUAL MEETING, MEETING & EVENTS, WASHINGTON WEEK, AND LEADERSHIP ACADEMY. PROVIDES SUPPORT FOR VARIOUS PROGRAMS DESIGNED TO ENHANCE THE DEVELOPMENT AND MAINTENANCE OF LEADERSHIP CAPABILITIES OF THOSE IN THE PROFESSION, PROMOTE TEACHER EDUCATION AS A PROFESSION, AND PROMOTE AND MAINTAIN EDUCATIONAL STANDARDS WITHIN THE MEMBERSHIP. THESE ACTIVITIES ARE CARRIED OUT THROUGH SPECIAL MEETINGS, CONFERENCES AND SEMINARS. 465840 0 9654 GOVERNMENT RELATIONS: THE ASSOCIATION COLLECTS AND COMMUNICATES TO ITS MEMBERS, INFORMATION ON THE ACTIVITIES OF THE FEDERAL AND STATE GOVERNMENTS, WHICH WILL HAVE AN IMPACT ON TEACHER EDUCATION AND BE OF COMMON INTEREST TO THE COLLEGES AND UNIVERSITIES. 264956 0 3027411 MEMBERSHIPS: AACTE MEMBERSHIP HELPS MEMBERS BROADEN THEIR KNOWLEDGE TO ADDRESS CURRENT CHALLENGES AND PROVIDES OPPORTUNITIES TO NETWORK WITH PROFESSIONALS WITH COMMON INTERESTS AND GOALS TO ENRICH THEIR DEVELOPMENT. MEMBERS RECEIVE EXCLUSIVE ACCESS TO FREE OR DISCOUNTED FEES FOR A RANGE OF PROGRAMS, EVENTS, PRODUCTS, AND SERVICES: INCLUDING JOURNAL SUBSCRIPTIONS, A MEMBERSHIP DIRECTORY, PROFESSIONAL DEVELOPMENT TRAININGS AND WEBINARS, ADVOCACY RESOURCES, LEADERSHIP OPPORTUNITIES, AND DOZENS OF TOOLKITS, GUIDES, AND ASSESSMENT MATERIALS. 264956 0 3027411 2704687 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 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 63 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 DC X LYNN GANGONE 2024784514 1602 L STREET NW 601 WASHINGTON DC 20036 LYNN GANGONE PRESIDENT & CEO 37.50 0.00 X 354616 0 80403 MATTHEW WALES VP, MEMBERSHIP & EVENTS 37.50 0.00 X 150894 0 21455 JACQUELINE RODRIQUEZ ASSISTANT VICE PRESIDENT 37.50 0.00 X 147193 0 27158 ROWENA WILLIAMS VP, FINANCE AND BUSINESS ADMIN (THRU 2/21) 37.50 0.00 X 27573 0 4024 ROBERT FLODEN CHAIR, BOARD OF DIRECTORS 1.00 0.00 X X 0 0 0 MICHAEL DANTLEY CHAIR-ELECT, BOARD OF DIRECTORS 1.00 0.00 X X 0 0 0 MONIKA WILLIAMS SHEALEY SECRETARY, BOARD OF DIRECTORS 1.00 0.00 X X 0 0 0 ANN LARSON IMMEDIATE PAST CHAIR, BOARD OF DIRECTORS 1.00 0.00 X X 0 0 0 PATRICIA ALVAREZ-MCHATTON AT-LARGE MEMBER, EXECUTIVE 1.00 0.00 X 0 0 0 JOHN BLACKWELL MEMBER 1.00 0.00 X 0 0 0 JENNIE CARR MEMBER 1.00 0.00 X 0 0 0 KATHLEEN DABOLL-LAVOIE MEMBER 1.00 0.00 X 0 0 0 JACOB EASLEY II MEMBER 1.00 0.00 X 0 0 0 STACY EDMONSON MEMBER 1.00 0.00 X 0 0 0 CARINE FEYTEN MEMBER 1.00 0.00 X 0 0 0 MARQUITA GRENOT-SCHEYER MEMBER 1.00 0.00 X 0 0 0 JOHN HENNING MEMBER 1.00 0.00 X 0 0 0 GAETANE JEAN-MARIE MEMBER 1.00 0.00 X 0 0 0 GLADIS KERSAINT MEMBER 1.00 0.00 X 0 0 0 STEPHANIE KNIGHT MEMBER 1.00 0.00 X 0 0 0 MARVIN LYNN MEMBER 1.00 0.00 X 0 0 0 JESSE PEREZ MENDEZ MEMBER 1.00 0.00 X 0 0 0 LAURIE MULLEN MEMBER 1.00 0.00 X 0 0 0 DALE-ELIZABETH PEHRSSON MEMBER 1.00 0.00 X 0 0 0 KENT J SMITH JR MEMBER 1.00 0.00 X 0 0 0 ANNE TAPP MEMBER 1.00 0.00 X 0 0 0 KIMBERLY WHITE SMITH AT-LARGE MEMBER, EXECUTIVE 1.00 0.00 X 0 0 0 680276 0 133040 3 0 1 0 MARCUM LLP 1899 L STREET NW - SUITE 850 WASHINGTON DC 20036 ACCOUNTING/HR OUTSOURCING 396305 JACQUELINE E KING 4506 WEST VIRGINIA AVE BETHESDA MD 20814 CONSULTING SERVICES 157130 JANE WEST 4425 WALSH STREET CHEVY CHASE MD 20815 CONSULTING SERVICES 124120 LESLIE FENWICK 12612 PLEASANT PROSPECT ROAD MITCHELLVILLE MD 20721 CONSULTING SERVICES 110000 VERASOLVE LLC 9916 LOGAN DRIVE POTOMAC MD 20854 MARKETING SERVICES 101750 5 412200 134360 546560 MEMBERSHIP DUES 900099 2813971 2813971 MEETINGS AND CONFERENCES 900099 371549 371549 PUBLICATIONS 519130 233794 233794 CONTRACT REVENUE 900099 213440 213440 SPONSORSHIP REVENUE 900099 54644 54644 3687398 433970 433970 30305927 29529037 776890 776890 776890 INSURANCE REIMBURSEMENT 900099 31657 31657 WEBSITE ADVERTISING 541800 19500 19500 STATE CHAPTER FUNDS 900099 9654 9654 268 268 61079 5505897 3697052 19500 1242785 X 444079 226067 218012 1590828 853207 737621 93407 56982 36425 127383 77250 50133 123494 71557 51937 57602 423 57179 408830 3000 405830 41599 41599 733850 385045 348805 16563 8013 8550 100497 36122 64375 261387 155089 106298 54006 29309 24697 28708 20409 8299 454664 429600 25064 5475 2971 2504 35213 20301 14912 DUES & SUBSCRIPTIONS 319539 184930 134609 HONORARIA 104603 104352 251 PROFESSIONAL DEVELOPMEN 23618 11062 12556 EXPENSE ALLOCATION 0 28998 -28998 5025345 2704687 2320658 0 1388131 1243201 38999 72999 163570 200150 287055 232962 1061079 1050489 16066 10590 11842094 12015176 6819 7125 13742734 13782203 404234 475528 2171789 2507931 306500 2882523 2983459 X 9297697 9508079 1562514 1290665 10860211 10798744 13742734 13782203 480552 -542019 0 X 0 1 X 1 0 X 4345993 4272315 396329 381108 546560 9942305 1398486 1296858 4947733 4594867 3687398 15925342 5744479 5569173 5344062 4975975 4233958 25867647 0 55082 55082 55082 55082 25812565 222775 220430 224131 235873 433970 1337179 222775 220430 224131 235873 433970 1337179 26975 42995 19500 89470 4794 57518 2419 5066 41579 111376 5972048 5847121 5597587 5259909 4729007 27405672 0.94190 0.83740 0.04880 0.15710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 790 790 2703899 2704689 285234 71309 0 0 410287 279593 286657 285234 1261771 1892657 12277 676 2179 790 15922 102572 69898 71664 71309 315443 473165 1302744 114415 200000 1217159 1187557 115187 1302744 1129464 58093 1187557 1102150 27314 1129464 1042917 132233 73000 1102150 0.00000 0.82159 0.17841 0 0 1061079 1050489 10590 10590 X 4922279 -542019 -542019 5464298 41599 41599 5505897 4983746 0 4983746 41599 41599 5025345 PART X, LINE 2: THE ASSOCIATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ASSOCIATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE ASSOCIATION DID NOT HAVE ANY SIGNIFICANT NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020. THE ASSOCIATION FOLLOWS THE ACCOUNTING STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ASSOCIATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. X 0 0 0 0 0 0 0 0 0 LYNN GANGONE PRESIDENT & CEO 334122 0 15855 0 4639 0 40600 0 39803 0 435019 0 0 0 MATTHEW WALES VP, MEMBERSHIP & EVENTS 142321 0 7213 0 1360 0 11304 0 10151 0 172349 0 0 0 JACQUELINE RODRIQUEZ ASSISTANT VICE PRESIDENT 138488 0 7213 0 1492 0 11416 0 15742 0 174351 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO TYPES OF MEMBERS: 1) REGULAR MEMBERS - 4 YEARS HIGHER EDUCATIONAL INSTITUTIONS OR SCHOOLS - INTERESTED IN EDUCATIONAL PROGRAMS. 2) AFFILIATE MEMBERS - ANY OTHER INSTITUTIONS WITH AN INTEREST IN EDUCATIONAL PROGRAMS. FORM 990, PART VI, SECTION A, LINE 7A EACH INSTITUTIONAL REPRESENTATIVE FROM A REGULAR MEMBER INSTITUTION SHALL BE ENTITLED TO CAST ONE VOTE WHEN ELECTING THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B EACH INSTITUTIONAL REPRESENTATIVE FROM A REGULAR MEMBER INSTITUTION (OR A DULY AUTHORIZED SUBSTITUTE FROM THAT MEMBER INSTITUTION) SHALL BE ENTITLED TO CAST ONE VOTE ON EVERY ISSUE (EXCEPT FOR AMENDMENTS TO THE ASSOCIATION'S BYLAWS) CONSIDERED BY THE MEMBERSHIP. IN THE CASE OF BYLAW AMENDMENTS, EACH CHIEF REPRESENTATIVE FROM A REGULAR MEMBER INSTITUTION (OR A DULY AUTHORIZED SUBSTITUTE FROM THAT MEMBER INSTITUTION) SHALL BE ENTITLED TO CASE ONE VOTE. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE 990 WAS COMPLETED BY AN INDEPENDENT ACCOUNTANTS, IT WAS SENT TO THE OUTSOURCED CHIEF FINANCIAL OFFICER AND LYNN GANGONE (PRESIDENT AND CEO) FOR REVIEW. LYNN FORWARDED THE 990 TO THE BOARD OF DIRECTORS ELECTRONICALLY AND ASKED IF THERE WERE ANY QUESTIONS OR CONCERNS TO CONTACT HER DIRECTLY. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS INCLUDED AS A PART OF THE CONSENT AGENDA PACKAGE (WHICH IS DISTRIBUTED AT THE FEBRUARY ANNUAL MEETING). THE SIGNED FORMS ARE RETURNED DURING THAT MEETING. THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEES MUST SIGN AND DATE THE CONFLICT OF INTEREST POLICY. ONCE THE FORMS ARE SIGNED AND DATED, THEY ARE MAINTAINED AT 1602 L STREET, NW #601, WASHINGTON, DC 20036 IN THE OFFICAL GOVERNANCE FILES. A CONFLICT OF INTEREST TRANSACTION IS A TRANSACTION OR ARRANGEMENT WITH AACTE IN WHICH A DIRECTOR OR OFFICER, OR A MEMBER OF HIS OR HER IMMEDIATE FAMILY, HAS A DIRECT OR INDIRECT INTEREST. A CONFLICT-OF-INTEREST SITUATION MAY ARISE IN A VARIETY OF WAYS, BUT MOST OFTEN ARISES WHERE ONE OF THE FOREGOING PERSONS (1) HAS A FINANCIAL INTEREST IN AN ENTITY WITH WHICH AACTE HAS A TRANSACTION OR ARRANGEMENT; (2) SERVES AS AN OFFICER, DIRECTOR, GENERAL PARTNER, OR HAS SOME OTHER SIGNIFICANT INFLUENCE OVER AN ENTITY WITH WHICH AACTE HAS A TRANSACTION OR ARRANGEMENT; OR (3) USES INFORMATION RELATING TO AACTE FOR PERSONAL PROFIT OR ADVANTAGE. WHEN THERE IS A DOUBT AS TO WHETHER ANY CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS, EXCLUDING THE PERSON WHO IS THE SUBJECT OF THE POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWED AND DETERMINED THE COMPENSATION. THE TERMS ARE DOCUMENTED IN A CONTRACTUAL AGREEMENT THAT IS DONE IN CONJUNCTION WITH COUNSEL. AN INTERNAL COMPENSATION STRUCTURE BASED ON MARKET INDICES FOR COMPARABLE NON-PROFITS WITH LESS THAN 25 EMPLOYEES AND AN OPERATING BUDGET UNDER $10M. THE SALARY RANGE IS DETERMINED PRIOR TO HIRING BASED ON THE POSITION DESCRIPTION IN CONJUNCTION WITH HR. THIS PROCESS WAS LAST CONDUCTED IN 2019. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE LOCATED ON THE ORGANIZATION'S WEBSITE: AACTE.ORG. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE MAIN OFFICE: 1602 L STREET, NW #601, WASHINGTON, DC 20036. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 384,156. MANAGEMENT AND GENERAL EXPENSES 228,512. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 612,668. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 35. MANAGEMENT AND GENERAL EXPENSES 4,772. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,807. HR AND RECRUITING: PROGRAM SERVICE EXPENSES 854. MANAGEMENT AND GENERAL EXPENSES 115,521. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 116,375.