2021-05-06T14:20:16-05:00 2020-06-30 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2019-07-01 521012307 COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION COUN 2023285900 1307 NEW YORK AVENUE NW NO 1000 WASHINGTON DC 200054701 DIANE YOUNG CHIEF FINANCIAL OFFICER 2023285900 2021-05-06 1 ELIZABETH W HELLER P00397829 2022932200 2021-05-05 2019 2022-09-23 18:48:47Z CASE SUE CUNNINGHAM 1307 NEW YORK AVENUE NW NO 1000 WASHINGTON DC 200054701 46154282 0 X WWW.CASE.ORG X 1974 DC ADVANCING EDUCATION TO TRANSFORM LIVES AND SOCIETY. 19 19 103 4800 164369 -2170 180356 122966 22960726 20700890 650135 8194102 703627 3895195 24494844 32913153 386105 164145 0 0 13244321 13105215 0 0 417669 13343598 13364692 26974024 26634052 -2479180 6279101 31031263 33602600 17246990 13472775 13784273 20129825 X AS A CATALYST FOR ADVANCING EDUCATION WORLDWIDE, WE INSPIRE, CHALLENGE AND EQUIP COMMUNITIES OF PROFESSIONALS TO ACT EFFECTIVELY AND WITH INTEGRITY TO CHAMPION THE SUCCESS OF THEIR INSTITUTIONS. 0 0 8305394 9488374 CONFERENCES AND WORKSHOPS - THE COUNCIL OFFERS OVER 80 CONFERENCES AND 20 ONLINE SPEAKER SERIES PER YEAR AS OPPORTUNITIES TO NETWORK WITH COLLEAGUES AND LEARN ABOUT INSTITUTIONAL ADVANCEMENT. 3739901 INFORMATION AND RESEARCH - THE COUNCIL PROVIDES UP-TO-DATE INFORMATION ON A VARIETY OF TOPICS RELATED TO ALL AREAS OF INSTITUTIONAL ADVANCEMENT. 3078278 EXTERNAL AFFAIRS - THE EXTERNAL AFFAIRS PROGRAM INCLUDES COMMUNICATIONS, GOVERNMENT RELATIONS, PUBLIC RELATIONS, MEDIA RELATIONS, AND INSTITUTIONAL RELATED FOUNDATIONS. 1652473 841890 PUBLICATIONS - THE COUNCIL'S PUBLICATIONS FOCUS ON ISSUES AND TRENDS IN ADVANCEMENT, AND THEY RANGE FROM BOOKLETS TO COMPREHENSIVE TRAINING MANUALS, VIDEOS AND A MAGAZINE. 895885 DISTRICT SERVICES 411750 164145 1805759 AWARDS AND SERVICES 8657255 MEMBERSHIP 2960108 164145 11304904 18083681 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 214 0 1 103 1 1 1 1 CA SN MX 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X THE COUNCIL 2023285900 1307 NEW YORK AVENUE NW NO 1000 WASHINGTON DC 200054701 JAMES H MOORE JR CHAIR 2.00 0.00 X X 0 0 0 TERESA M FLANNERY CHAIR ELECT 2.00 0.00 X X 0 0 0 FRITZ SCHROEDER SECRETARY 2.00 0.00 X X 0 0 0 SERGIO M GONZALEZ TREASURER 2.00 0.00 X X 0 0 0 JO AGNEW MEMBER 2.00 0.00 X 0 0 0 EDUARDO BEHRENTZ MEMBER 2.00 0.00 X 0 0 0 LEE FERTIG MEMBER 2.00 0.00 X 0 0 0 J THOMAS FORBES MEMBER 2.00 0.00 X 0 0 0 JULIE HOOPER MEMBER 2.00 0.00 X 0 0 0 DR TONJANITA L JOHNSON MEMBER 2.00 0.00 X 0 0 0 DR MATTHEW T LAMBERT MEMBER 2.00 0.00 X 0 0 0 MICHAEL LAVERY MEMBER 2.00 0.00 X 0 0 0 PETER MATHIESON MEMBER 2.00 0.00 X 0 0 0 JACQUELINE R MENENDEZ MEMBER 2.00 0.00 X 0 0 0 DAVID PALMER MEMBER 2.00 0.00 X 0 0 0 CHRISTINE M PINA MEMBER 2.00 0.00 X 0 0 0 DEEP SAINI MEMBER 2.00 0.00 X 0 0 0 RACHEL SANDISON MEMBER 2.00 0.00 X 0 0 0 RHEA TURTELTAUB MEMBER 2.00 0.00 X 0 0 0 SUE CUNNINGHAM PRESIDENT/CEO 36.00 4.00 X 615168 0 64699 MYRON MATTOCKS COO 35.00 0.00 X 263800 0 57407 DIANE YOUNG CFO 35.00 0.00 X 228036 0 44320 ROBERT HENRY VP EDUCATION 35.00 0.00 X 234150 0 35904 ROBERT MOORE VP MARKETING & COMMUNICATION 35.00 0.00 X 224300 0 51204 BRETT CHAMBERS VP VOLUNTEER & MEMBER 35.00 0.00 X 213310 0 41455 LINDA DURANT VP DEVELOPMENT 35.00 0.00 X 268063 0 42134 FRED WEISS CIO 35.00 0.00 X 256547 0 29014 BRIAN FLAHAVEN SR. DIRECTOR ADVOCACY 35.00 0.00 X 161784 0 17589 CATHERINE ZAIC SR. DIRECTOR MEMBERSHIP DEV 35.00 0.00 X 166780 0 34250 DENISE TURNER SR. DIRECTOR FINANCE 35.00 0.00 X 149548 0 25683 ELIZABETH SMITH EXECUTIVE DIRECTOR 35.00 0.00 X 160438 0 26378 ANNE KAPLIN SR. DIRECTOR 35.00 0.00 X 160479 0 26698 3102403 0 496735 30 0 1 0 BENEFITMALL PO BOX 418742 BOSTON MA 022418742 BENEFIT MANAGEMENT 941963 DESIGN DATA SYSTEMS INC 610 PROFESSIONAL DRIVE SUITE 102 GAITHERSBURG MD 20879 INFORMATION TECHNOLOGY CONSULTING 452229 PERSONIFY INC PO BOX 759470 BALTIMORE MD 212759470 SOFTWARE 383348 ASSOCIATION ANALYTICS 1560 WILSON BLVD SUITE 825 ARLINGTON VA 22209 DATA ANALYTICS 283259 BAV SERVICES 10 SONWIL DRIVE BUFFALO NY 14225 AUDIO VISUAL SERVICES 271345 11 122966 122966 CONFERENCES & WORKSHOPS 900099 9488374 9488374 MEMBERSHIP DUES 900099 8657255 8657255 AWARDS 900099 1805759 1805759 PUBLICATIONS 541800 749502 585133 164369 20700890 312568 312568 358 358 8289800 12812189 7755244 5465211 534556 7346978 7881534 7881534 227798 20674 207124 207124 GAIN ON ACQUISITION OF DISTRICTS 900099 3485064 3485064 OTHER REVENUE 900099 202649 202649 3687713 32913153 20743645 164369 11882173 164145 164145 2669510 1812514 815135 41861 8268623 5614139 2524824 129660 608731 413310 185876 9545 869318 590240 265446 13632 689033 467832 210396 10805 408748 277527 124811 6410 194462 132034 59379 3049 35429 24055 10818 556 1326661 900762 405096 20803 106268 72153 32449 1666 1255990 852778 383517 19695 1329129 902437 405850 20842 275297 186918 84062 4317 1523665 1002415 495789 25461 3969344 2695062 1212039 62243 104045 70643 31770 1632 825674 560607 252120 12947 59578 40452 18192 934 MISCELLANEOUS 1365713 906679 436602 22432 STAFF EXPENSE 378853 257229 115683 5941 PHOTOGRAPHY 102768 69776 31380 1612 PUBLICATION AND SUBSCRI 95284 64695 29095 1494 7784 5279 2373 132 26634052 18083681 8132702 417669 1118592 11739909 738158 621486 265922 273404 949323 1128479 5495140 3683996 7124536 1811144 19061124 15510288 1631963 1468767 141645 1049123 31031263 33602600 2930379 1851142 6199577 5770668 3915777 0 2180150 0 1600000 5406500 421107 444465 17246990 13472775 X 13306145 19708746 478128 421079 13784273 20129825 31031263 33602600 X 6279101 -556041 29773 592719 X 0 1 X 1 0 X 6821005 7454184 7929950 8165892 8780221 39151252 12015317 12482391 13456391 15039432 12107064 65100595 18836322 19936575 21386341 23205324 20887285 104251847 1150 14354 18725 15057 49286 0 1150 14354 18725 15057 49286 104202561 361003 394186 400230 377750 312926 1846095 361003 394186 400230 377750 312926 1846095 406565 333651 395712 429386 202649 1767963 19603890 20664412 22182283 24012460 21402860 107865905 0.96600 0.96430 0.01710 0.01800 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58400 41000 99400 26385108 26484508 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 35500 39495 51000 99400 225395 250000 250000 250000 250000 1000000 1500000 10000 58400 68400 0 1 X 4264 4264 744896 711440 33456 4745980 2972556 1773424 1811144 ACCRUED POSTRETIREMENT BENEFITS & SWAP AGREEMENTS 444465 444465 32342358 -556041 20674 -535367 32877725 35428 35428 32913153 26668522 69898 69898 26598624 35428 35428 26634052 PART IV, LINE 2B: DISTRICT ESCROW ACCOUNTS PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 20,674. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON FOREIGN EXCHANGE RATE 49,224. COST OF GOODS SOLD 20,674. NORTH AMERICA 1 3 PROGRAM SERVICES CONFERENCES AND EDUCATIONAL PROGRAMS 158758 EAST ASIA AND THE PACIFIC 1 8 PROGRAM SERVICES CONFERENCES AND EDUCATIONAL PROGRAMS 25598 EUROPE (INCLUDING ICELAND & GREENLAND) 1 18 PROGRAM SERVICES CONFERENCES AND EDUCATIONAL PROGRAMS 8079 3 29 0 0 3 29 192435 0 192435 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 ADVANCEMENT INTERN PROGRAM 30 144866 MICHAEL KISER SCHOLARSHIP 1 3290 SIMPSON SCARBOROUGH 3 9921 VIRGINIA CARTER SMITH 8 6068 PART I, LINE 2: CASE MONITORS THE USE OF GRANT FUNDS USING CONFERENCE ATTENDANCE LISTS TO CONFIRM GRANTEE ATTENDANCE AND PARTICIPATION AT DESIGNATED CONFERENCES ASSOCIATED WITH THE GRANT. GRANTEE/VOLUNTEER TRAVEL AND EXPENSE REIMBURSEMENT FORMS ARE USED TO DOCUMENT THE COSTS ASSOCIATED WITH CONFERENCE ATTENDANCE. X X X X 0 1 0 0 0 0 0 0 0 SUE CUNNINGHAM PRESIDENT/CEO 613842 0 0 0 1326 0 55385 0 9314 0 679867 0 0 0 MYRON MATTOCKS COO 259733 0 0 0 4067 0 54069 0 3338 0 321207 0 0 0 DIANE YOUNG CFO 226828 0 0 0 1208 0 25632 0 18688 0 272356 0 0 0 ROBERT HENRY VP EDUCATION 233502 0 0 0 648 0 25889 0 10014 0 270053 0 0 0 ROBERT MOORE VP MARKETING & COMMUNICATION 220511 0 0 0 3789 0 32785 0 18419 0 275504 0 0 0 BRETT CHAMBERS VP VOLUNTEER & MEMBER 212196 0 0 0 1114 0 25799 0 15656 0 254765 0 0 0 LINDA DURANT VP DEVELOPMENT 264443 0 0 0 3620 0 32185 0 9949 0 310197 0 0 0 FRED WEISS CIO 255222 0 0 0 1325 0 19000 0 10014 0 285561 0 0 0 BRIAN FLAHAVEN SR. DIRECTOR ADVOCACY 161588 0 0 0 196 0 17589 0 0 0 179373 0 0 0 CATHERINE ZAIC SR. DIRECTOR MEMBERSHIP DEV 165409 0 0 0 1371 0 18594 0 15656 0 201030 0 0 0 DENISE TURNER SR. DIRECTOR FINANCE 148398 0 0 0 1150 0 15668 0 10014 0 175230 0 0 0 ELIZABETH SMITH EXECUTIVE DIRECTOR 159617 0 0 0 821 0 17064 0 9314 0 186816 0 0 0 ANNE KAPLIN SR. DIRECTOR 159292 0 0 0 1187 0 17384 0 9314 0 187177 0 0 0 PART I, LINE 4B 457(F) CONTRIBUTIONS: ROBERT HENRY: $21,630 MYRON MATTOCKS: $24,720 SUE CUNNINGHAM: $50,000 FORM 990, PART VI, SECTION A, LINE 6 THE GOVERNING COMMITTEE MINUTES ARE DOCUMENTED. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES NOMINATES A SLATE OF TRUSTEES THAT IS APPROVED ON-LINE BY THE INSTITUTIONAL MEMBERSHIP PRIOR TO THE ANNUAL MEMBERSHIP MEETING. APPROXIMATELY A THIRD OF THE BOARD OF TRUSTEES IS ROTATED IN THIS PROCESS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES AT THEIR ANNUAL MEETING HELD EACH NOVEMBER. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED ANNUALLY TO EACH MEMBER OF THE GOVERNING BODY AS WELL AS TO ALL OFFICERS AND KEY EMPLOYEES; EACH IS REMINDED TO REVIEW THE POLICY AND TO REPORT ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 TOP MANAGEMENT OFFICIAL: A REVIEW OF COMPENSATION WAS PERFORMED IN ADDITION TO CONSIDERATION OF ORGANIZATIONAL AND PERSONNEL REQUIREMENTS IN DETERMINING EXECUTIVE MANAGEMENT COMPENSATION. KEY EMPLOYEES: A SIMILAR REVIEW OF THE COMPENSATION OF KEY EMPLOYEES AND OTHER STAFF WAS PERFORMED IN ADDITION TO CONSIDERATION OF ORGANIZATIONAL AND PERSONNEL REQUIREMENTS IN DETERMINING MANAGEMENT COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY AVAILABLE FOR REVIEW, BY WRITTEN REQUEST TO THE PUBLIC. FORM 990, PART XI, LINE 9: GAIN ON EXCHANGE RATE -49,224. CASE EU NET ASSETS TRANSFERRED 658,169. EXCHANGE RATE AUDIT ADJUSTMENT -16,226. CASE INTERNATIONAL LLC 1307 NEW YORK AVE SUITE 1000 WASHINGTON DC 20005 843330864 PROGRAM SERVICES DC 806697 772580 CASE COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION EUROPE 5-11 WORSHIP STREET LONDON UK 986047959 CASE(EUROPE) CONDUCTS ACTIVITIES IN SUPPORT OF CHARITABLE FUND RAISERS UK 501(C)(3) LINE 10 CASE 0 COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION ASIA-PACIFIC 11 KENT RIDGE DRIVE SINGAPORE SN 980638414 CASE(A/P) CONDUCTS ACTIVITIES IN SUPPORT OF CHARITABLE FUND RAISERS SN 501(C)(3) LINE 7 CASE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0