2021-05-03T16:19:08-05:00 2020-06-30 BDO USA LLP 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2019-07-01 521539258 NATIONAL CENTER ON EDUCATION AND THE ECONOMY % SUSAN SULLIVAN NATI 2023791800 2121 K Street NW Suite 700 WASHINGTON DC 20037 JASON S DOUGAL EXECUTIVE VP 2023791800 2021-04-30 true Jacob Cook P01240455 7038930600 2019 2022-09-23 18:48:47Z ANTHONY D MACKAY 2121 K Street NW Suite 700 WASHINGTON DC 20037 84721086 false X WWW.NCEE.ORG X 1987 DC THE CENTER IS DEDICATED TO PROVIDING TOOLS THE NATION NEEDS TO LEAD THE WORLD IN EDUCATION & TRAINING IN A SWIFTLY GLOBALIZING WORLD ECONOMY. 16 13 65 13 0 3168283 1845278 9448204 10960978 2242993 -3412465 2042 4620 14861522 9398411 1350000 28000 0 0 11143160 11306511 0 0 0 7304069 5866853 19797229 17201364 -4935707 -7802953 74088743 65429105 3845192 5342451 70243551 60086654 X THE CENTER IS DEDICATED TO PROVIDING TOOLS THE NATION NEEDS TO LEAD THE WORLD IN EDUCATION & TRAINING IN A SWIFTLY GLOBALIZING WORLD ECONOMY. false false 8849583 0 10892478 Professional Learning: The Professional Learning program oversees NCEE's client-facing engagements -- from the initial sales strategy to the launch and support of work with partners, and the evaluation of the effectiveness of that work. The program provides a cohesive, aligned system of supports across all levels of U.S. education based on a shared research foundation. More than three decades of research by NCEE on the top-performing education systems in the world has been embedded into each of these supports. NCEEs flagship NISL program, formerly the Executive Development Program for School Leaders, has several studies demonstrating its effectiveness at improving student achievement. Thousands of school leaders have completed the program since it was launched in 2005. In 2016, NCEE expanded its reach by introducing the Superintendent Academy, a leadership program designed to prepare district leaders to meet the challenges of creating and running world-class school districts. Since then, NCEE has developed and delivered a variety of new offerings, including its System Design Benchmarking offering to support district leadership teams, the School Leadership Coaching Program, which prepares school leaders to support instructional staff, and the Teaching for Effective Learning Program (TEL), a professional development program to enhance the effectiveness of teachers. In 2020, the program group launched the NCEE Superintendents Alliance, a professional membership organization intended to support and build networks of superintendents across the country. 2071749 0 0 Research and Development: The Research and Development (R&D) program area translates NCEEs research on high-performing educational systems from the Policy Analysis and Development program to leadership development and implementation support. The R&D program area benchmarks NCEEs leadership offerings against trends in leadership development across a wide range of sectors, including corporate universities of global companies, leading business schools, and the growing number of entrepreneurial online programs. The program also researches trends in leadership, systems design, organizational behavior, and change theory. Within NISL, development focuses on creating the curriculum and digital tools that build an individuals conceptual understanding of the leadership competencies needed to design educational systems focused on student learning. Within the Organizations district work, development consists of designing the experiences, curriculum materials, and tools to build the knowledge and understanding of change strategies needed by leadership teams to apply systems design within their organizations. 1710641 28000 68500 Policy Analysis and Development: The Policy Analysis and Development (Policy) program benchmarks top performing education systems globally to deeply understand how they designed and built their systems, how their systems are working now in detail, what challenges they face, and what their reform agendas are. The Policy program identifies these jurisdictions by their performance on the OECDs PISA assessment and looks, not only for excellent performance, but the equity of performance and efficiency of the system in achieving it. From that information, NCEE distills common principles, features and reform directions of these top performing systems and provides examples and models of policies in practice. This is translated into reports, materials and tools to inform the Organizations policy advice, systems design and implementation work, and advocacy in the U.S. 903506 0 0 13535479 true true false false false false false false false false true false false false true true true false false true true true false false false false false false false true false false false false false false true false false false false false true false false false false true 69 0 true 65 true false false false false false false false false false false false false X 16 13 false false false false false false false true true false false true true true true true true true true false NY X SUSAN SULLIVAN 2023791800 2121 K STREET NW SUITE 700 WASHINGTON DC 20037 X Jason S Dougal EXECUTIVE VICE PRESIDENT 50.0 0.0 X 416414 0 61003 Marc S Tucker BOARD TRUSTEE / STAFF MEMBER 30.0 0.0 X 366223 0 50867 Lawrence Molinaro DIR, RESEARCH & DEV 50.0 0.0 X 270896 0 59482 Anthony D Mackay PRESIDENT & CEO 33.0 0.0 X X 280229 0 1704 Susan Rucker DIR, MISSISSIPPI & NC 50.0 0.0 X 233217 0 46896 Thomas Shelton DIR, EXTERNAL RELATIONS 50.0 0.0 X 206007 0 53541 Ann Borthwick LEARNING SYSTEMS ARCHITECT 50.0 0.0 X 214440 0 33556 Kelli W Polon TREASURER & CFO 50.0 0.0 X 186130 0 48775 Betsy Brown Ruzzi BOARD TRUSTEE / STAFF MEMBER 25.0 0.0 X 180302 0 50390 Richard Moglia-Cannon TREASURER & CFO 50.0 0.0 X 189799 0 33612 DAVID OSBORNE AD, PROFESSIONAL LEARNING 50.0 0.0 X 169696 0 50485 Mischelle Handley NATL DIR OF STRATEGIC PTSHIP 50.0 0.0 X 173841 0 40778 Susan Sullivan SECRETARY OF CORP 40.0 0.0 X 157096 0 26744 Ray Marshall BOARD CO-CHAIR & TRUSTEE 1.0 0.0 X 0 0 0 Sue S Stewart BOARD CO-CHAIR & TRUSTEE 1.0 0.0 X 0 0 0 David J Barram BOARD TRUSTEE 1.0 0.0 X 0 0 0 Peggy Brookins BOARD TRUSTEE 1.0 0.0 X 0 0 0 Joyce Elliott BOARD TRUSTEE 1.0 0.0 X 0 0 0 VanBuren N Hansford Jr BOARD TRUSTEE 1.0 0.0 X 0 0 0 Robert L Joss BOARD TRUSTEE 1.0 0.0 X 0 0 0 Lewis H Spence BOARD TRUSTEE 1.0 0.0 X 0 0 0 Vivien Stewart BOARD TRUSTEE 1.0 0.0 X 0 0 0 Joanne Weiss BOARD TRUSTEE 1.0 0.0 X 0 0 0 James W Pellegrino BOARD TRUSTEE 1.0 0.0 X 0 0 0 Aaron Thompson BOARD TRUSTEE 1.0 0.0 X 0 0 0 John C White BOARD TRUSTEE 1.0 0.0 X 0 0 0 3044290 0 557833 40 false true false RAND CORPORATION 1776 MAIN STREET PO BOX 2138 SANTA MONICA CA 90407 EVALUATION SERVICES 1376992 REGENCY COMMERCIAL CONSTRUCTION 6901 MUIRKIRK MEADOWS DR STE D BELTSVILLE MD 20705 TENANT IMPROVEMENTS 188404 TRU-LEARNING LLC 1037 CR 302 DURANGO CO 81303 PRODUCT DEVELOPMENT 169500 GIBSON DUNN CRUTCHER LLP PO BOX 840723 LOS ANGELES CA 90084 LEGAL SERVICES 169266 MANNING NAPIER ADVISORS LLC 290 WOODCLIFF DRIVE FAIRPORT NY 14450 INVESTMENT MGMT FEES 144956 7 1710185 135093 1845278 PROFESSIONAL LEARNING FEES 611600 10892478 10892478 0 0 POLICY CONSULTING FEES 611600 68500 68500 0 0 10960978 1222743 0 0 1222743 0 4620 0 0 4620 0 0 0 70687467 75322675 -4635208 -4635208 -4635208 0 0 0 0 0 0 0 0 0 0 9398411 10960978 0 -3407845 X 0 0 28000 28000 0 2022386 527455 1494931 0 0 6879100 5970575 908525 0 631762 548325 83437 0 1248432 1083551 164881 0 524831 455516 69315 0 0 0 0 0 90402 0 90402 0 137235 0 137235 0 0 0 215989 0 215989 0 2119373 2099385 19988 0 148103 148103 0 0 0 114818 95085 19733 0 0 609656 507514 102142 0 1189704 1015210 174494 0 0 242452 123756 118696 0 0 0 30839 25539 5300 0 80921 67014 13907 0 TRAINING MATERIALS 440757 440757 0 0 BAD DEBT EXPENSE 303750 303750 0 0 MISCELLANEOUS EXPENSES 142854 95944 46910 0 17201364 13535479 3665885 0 0 0 3172983 3253205 132155 507128 2817515 3046450 0 0 0 0 0 0 95167 97579 260142 320907 602156 567377 25621 34779 67585160 57810104 0 0 0 0 0 0 0 358953 74088743 65429105 1040467 1086304 1225000 585000 1046417 1254353 0 0 0 0 0 0 0 0 0 1562600 533308 854194 3845192 5342451 X 70243551 60086654 0 0 70243551 60086654 74088743 65429105 -7802953 -2353944 X X false true X true true true X 5258060 8135444 5502102 3168283 1845278 23909167 0 0 5258060 8135444 5502102 3168283 1845278 23909167 494546 23414621 862160 649914 1179893 1492066 1227363 5411396 0 2503 8559 0 123 0 11185 29331748 45290827 0.79827 0.79375 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 337862 337862 0 199341 164562 34779 64953 64953 0 34779 0 DEFERRED RENT 854194 854194 X 6828478 -2353944 -2353944 9182422 215989 215989 9398411 16985375 16985375 215989 215989 17201364 FORM 990, SCHEDULE D, PART X, LINE 2: In accordance with U.S. GAAP, management has evaluated the Organizations tax positions and has concluded that the Organization has taken no uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions of this guidance. The Organization is generally no longer subject to income tax examinations by the U.S. federal, state or local tax authorities for the years ended June 30, 2017 and prior. true East Asia and the Pacific 0 0 Program Services Cross-Org 5829 East Asia and the Pacific 0 0 Program Services policy 38674 East Asia and the Pacific 0 0 Grantmaking policy 28000 Europe (Including Iceland and Greenland) 0 0 Program Services Cross-Org 16704 Europe (Including Iceland and Greenland) 0 1 Program Services policy 171742 Europe (Including Iceland and Greenland) 0 2 Program Services R&D 113409 South America 0 2 Program Services R&D 194445 North America 0 0 Program Services policy 2056 Europe (Including Iceland and Greenland) 0 0 Investments INVESTMENTS 358953 0 5 0 5 929812 929812 East Asia and the Pacific KNOWLEDGE MOBILIZATION 28000 1 true false true false false false FORM 990, SCHEDULE F, PART I, LINE 2: The Organization enters into a written grant agreement with the grantee that includes specific financial and programmatic accomplishment reporting requirements. These reports are reviewed by both Program and Administrative staff. X X X X X false false false false false false false false false Anthony D Mackay PRESIDENT & CEO 266667 0 13333 0 229 0 0 1704 0 281933 0 0 0 Betsy Brown Ruzzi BOARD TRUSTEE / STAFF MEMBER 167709 0 12335 0 258 0 17398 0 32992 0 230692 0 0 0 Marc S Tucker BOARD TRUSTEE / STAFF MEMBER 354987 0 10000 0 1236 0 28000 0 22867 0 417090 0 0 0 Jason S Dougal EXECUTIVE VICE PRESIDENT 377316 0 39008 0 90 0 28000 0 33003 0 477417 0 0 0 Richard Moglia-Cannon TREASURER & CFO 189616 0 0 0 183 0 19161 0 14451 0 223411 0 0 0 Susan Sullivan SECRETARY OF CORP 148227 0 7633 0 1236 0 15252 0 11492 0 183840 0 0 0 Kelli W Polon TREASURER & CFO 175326 0 10750 0 54 0 18052 0 30723 0 234905 0 0 0 Lawrence Molinaro DIR, RESEARCH & DEV 257386 0 13252 0 258 0 26479 0 33003 0 330378 0 0 0 Susan Rucker DIR, MISSISSIPPI & NC 232821 0 0 0 396 0 23907 0 22989 0 280113 0 0 0 Ann Borthwick LEARNING SYSTEMS ARCHITECT 213678 0 0 0 762 0 21797 0 11759 0 247996 0 0 0 Thomas Shelton DIR, EXTERNAL RELATIONS 205749 0 0 0 258 0 21052 0 32489 0 259548 0 0 0 Mischelle Handley NATL DIR OF STRATEGIC PTSHIP 173583 0 0 0 258 0 17913 0 22865 0 214619 0 0 0 DAVID OSBORNE AD, PROFESSIONAL LEARNING 169558 0 0 0 138 0 17622 0 32863 0 220181 0 0 0 JOSH TUCKER SON OF TRUSTEE 169521 NCEE COMPENSATION false MODERN SIGNAL ADAM POLON SPOUSE OF TREASURER 17813 WEB DEVELOPMENT SERVICES false FORM 990, SCHEDULE L, PART IV, LINE 1: Mr. Josh Tucker is the Director of the Communications and Advocacy Program, which is described on Schedule O. FORM 990, SCHEDULE L, PART IV, LINE 2: Modern Signal is a website design and development company of which Adam Polon is a founding partner and technical lead. Modern Signal has contracts with NCEE for work related to Product Development, including a diagnostic project and a data warehouse project. NCEEs Treasurer, Kelli W. Polon, is independent of the execution and management of these projects, and her relationship to Modern Signal has been fully disclosed to the Board of Trustees. FORM 990, PART III, LINE 4D: Communications and Advocacy: The Communications and Advocacy program supports the adoption of NCEE policies and programs. This support includes the design and maintenance of the public-facing website, the development of videos and white papers promoting NCEEs work, branding, and other promotional efforts that inspire target audiences to partner with NCEE. FORM 990, PART VI, SECTION B, LINE 11B: FORM 990 IS REVIEWED BY THE BOARD WITH THE CEO AND CFO AS PART OF ITS FORMAL MEETING. THE BOARD IS PROVIDED WITH A COPY OF THE DRAFT FORM 990 PRIOR TO THE BOARD MEETING AND GIVEN AN OPPORTUNITY TO RAISE ANY ISSUES AND ASK ANY QUESTIONS REGARDING THE DRAFT FORM 990 DURING THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C: NCEE ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO ALL NEW EMPLOYEES AND THE BOARD. ALL NEW EMPLOYEES AND TRUSTEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY UPON STARTING WITH THE ORGANIZATION AND BOARD MEMBERS AND OFFICERS ARE REQUIRED ANNUALLY TO SIGN THE CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION'S COMPENSATION REVIEW PROCESS INCLUDES APPROVAL BY INDEPENDENT PERSONS, USE OF COMPARABILITY DATA PROVIDED BY A THIRD-PARTY VALUATION/COMPENSATION EXPERT AND DOCUMENTATION OF THE REVIEW/APPROVAL PROCESS FOR ALL OF ITS DISQUALIFIED INDIVIDUALS. THE COMPENSATION AND SUPPORTING DOCUMENTATION IS REVIEWED AND APPROVED BY THE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. 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 DESCRIPTION:FACILITATION & COACHING TOTAL FEES:390279 FORM 990 PART IX LINE 11G DESCRIPTION:RESEARCH & DEVELOPMENT TOTAL FEES:638406 FORM 990 PART IX LINE 11G DESCRIPTION:EVALUATION SERVICES TOTAL FEES:838022 FORM 990 PART IX LINE 11G DESCRIPTION:ADMINISTRATIVE SUPPORT TOTAL FEES:142666 FORM 990 PART IX LINE 11G DESCRIPTION:RESEARCH & ANALYSIS TOTAL FEES:110000 CRITERION EDUCATION LLC 2121 K STREET NW WASHINGTON DC 20037 251918647 EDUCAT REFORM DE 0 0 NCEE