2020-05-12T06:22:49-05:00 2019-06-30 BDO USA LLP 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2018-07-01 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 2020-04-30 true Jacob Cook P01240455 7038930600 173.79.216.230 54621820201335000005 2020-05-12 P 368DAC767300C917309A1065AAAF2394A888D225 651D255A1A915A1FDEE8CC96D476D00223E3EE33 2018 2021-01-29 14:40:06Z ANTHONY MACKAY 2121 K Street NW Suite 700 WASHINGTON DC 20037 95291364 false X WWW.NCEE.ORG X 1987 DC THE CENTER IS DEDICATED TO PROVIDING TOOLS THE NATION NEEDS TO LEAD THE NATION NEEDS TO LEAD THE WORLD IN EDUCATION & TRAINING IN A SWIFTLY GLOBALIZING WORLD ECONOMY. 16 14 68 14 0 5502102 3168283 9777928 9448204 4691068 2242993 1883 2042 19972981 14861522 344197 1350000 0 0 11573052 11143160 0 0 0 9766361 7304069 21683610 19797229 -1710629 -4935707 77235892 74088743 3054017 3845192 74181875 70243551 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 3855690 1350000 30000 CENTER ON INTERNATIONAL EDUCATION BENCHMARKING: THE CENTER'S GOAL IS TO HELP FEDERAL, STATE, AND LOCAL SCHOOL LEADERS TO IMPROVE THEIR EDUCATION SYSTEMS BY ADOPTING AND IMPLEMENTING THE PRINCIPLES, POLICIES, AND PRACTICES THAT TOP-PERFORMING COUNTRIES USE TO DRIVE THEIR EDUCATION SYSTEMS TO HIGH PERFORMANCE. CIEB STRIVES TO DO THIS THROUGH A MULTI-YEAR RESEARCH PROGRAM INVOLVING SCHOLARS FROM MANY COUNTRIES IN RESEARCH ON THOSE COUNTRIES WHOSE STUDENTS REGULARLY TOP THE PISA LEAGUE TABLES. RESEARCH PERFORMED BY CIEB AIMS TO DESCRIBE THEIR POLICIES AND PRACTICES, IDENTIFY THE STRATEGIES THOSE COUNTRIES HAVE USED TO PRODUCE THEIR SUPERIOR PERFORMANCE, AND ANALYZE THE COMMON PRINCIPLES THAT UNDERLIE THOSE STRATEGIES. CIEB'S GOAL IS TO DESIGN HIGH PERFORMING EDUCATION SYSTEMS FOR IMPLEMENTATION AT THE NATIONAL, STATE, AND LOCAL LEVELS. 12837290 0 9418204 National Institute for School Leadership: NISL provides leadership programs for K-12 school leaders, preparing them to meet the challenges of creating and running a world-class school. NISL's flagship program, the executive development program for school leaders, has several studies demonstrating its effectiveness at improving student achievement. Over 15,000 school leaders have completed the program since it was launched in 2005. In 2016, NISL expanded its reach by introducing the superintendent academy, a new leadership program designed to prepare district leaders to meet the challenges of creating and running world-class school districts. In 2017, NISL once again expanded its reach by introducing the teaching for effective learning program (TEL), A new professional development program to enhance the effectiveness of teachers. Government grant revenue for the NISL program totaled $2,600,370. 16692980 true true false false false false false false false false true false false false true true false true 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 73 0 true 68 true false false false false false false false false false false false false X 16 14 false false true 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 Marc S Tucker PRESIDENT & CEO 50.0 0.0 X X 549577 0 48778 Anthony D Mackay PRESIDENT & CEO 33.0 0.0 X X 54579 0 0 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 Andres Antonio Alonso BOARD 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 Michael J Dolan 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 Robert L King BOARD TRUSTEE 1.0 0.0 X 0 0 0 Robert Schwartz 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 Jason S Dougal COO/CEO (CRITERION) 50.0 0.0 X 388309 0 58100 Betsy Brown Ruzzi VICE PRESIDENT 50.0 0.0 X 361139 0 58100 Richard Moglia-Cannon TREASURER & CFO 50.0 0.0 X 275260 0 44115 Susan Sullivan SECRETARY OF CORP 40.0 0.0 X 162142 0 25043 Kelli W Polon TREASURER 50.0 0.0 X 157730 0 40205 Lawrence Molinaro DIR, CURRICULUM & OPS 50.0 0.0 X 278224 0 56485 Susan Rucker MISSISSIPPI STATE COORDINATOR 50.0 0.0 X 241232 0 44189 Ann Borthwick INSTRUCT'L SYSTEMS ARCHITECT 50.0 0.0 X 225223 0 31441 Mischelle Handley NATL DIR OF STRATEGIC PTSHIP 50.0 0.0 X 188247 0 38789 David Osborne DIRECTOR OF BUSINESS OPS 50.0 0.0 X 183271 0 47827 3064933 0 493072 42 false true false RAND CORPORATION 1776 MAIN STREET PO BOX 2138 SANTA MONICA CA 90407 EVALUATION SERVICES 608540 LEARNING IN MOTION INC 113 COOPER STREET 2ND FLOOR SANTA CRUZ CA 95060 PRODUCT DEVELOPMENT 428150 KENTUCKY ASSOC OF SCHOOL SUPERINTEN 2331 FORTUNE DRIVE STE 285 LEXINGTON KY 40509 COACHING SERVICES 228800 MANNING NAPIER ADVISORS LLC 290 WOODCLIFF DRIVE FAIRPORT NY 14450 INVESTMENT MGMT FEES 174772 MADISONFILM INC 113 NORTH HENRY STREET ALEXANDRIA VA 22314 PRODUCT DEVELOPMENT 159773 7 2600370 567913 3168283 NISL TRAINING FEES 611600 9418204 9418204 CIEB CONSULTING FEES 611600 30000 30000 9448204 1490147 1490147 0 1919 1919 0 0 0 81182688 80429842 752846 752846 752846 0 0 0 0 0 0 0 0 0 OTHER REVENUE 900099 123 123 123 14861522 9448204 2245035 X 0 0 1350000 1350000 0 2648781 1222778 1426003 0 0 6523459 6018422 505037 0 610745 572282 38463 0 934644 875783 58861 0 425531 398732 26799 0 0 0 138447 138447 0 140566 140566 0 0 0 0 0 189925 189925 0 2823324 2710419 112905 0 135893 135893 0 133157 111646 21511 0 0 0 0 0 772016 659864 112152 0 1761902 1609924 151978 0 0 0 357589 242309 115280 0 0 0 0 0 72757 61948 10809 0 75848 65781 10067 0 TRAINING MATERIALS 494885 494885 0 0 MISCELLANEOUS EXPENSES 207760 162314 45446 0 19797229 16692980 3104249 0 0 0 2966491 3172983 555266 132155 2076163 2817515 0 0 0 0 0 0 195210 95167 409147 260142 562159 536538 96975 25621 70933086 67585160 0 0 0 0 0 0 3554 0 77235892 74088743 1622786 1040467 215100 1225000 1216131 1046417 0 0 0 0 0 0 0 0 0 0 0 533308 3054017 3845192 X 74181875 70243551 0 0 0 0 74181875 70243551 77235892 74088743 X -4935707 984966 12417 X X false true X true true true X 804915 5258060 8135444 5502102 3168283 22868804 0 0 804915 5258060 8135444 5502102 3168283 22868804 591557 22277247 984679 862160 649914 1179893 1492066 5168712 0 17038 2503 8559 0 123 28223 28065739 39946128 0.79375 0.78433 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 337862 337862 0 153119 127498 25621 71178 71178 0 25621 0 DEFERRED RENT 533308 533308 X 15656563 984966 984966 14671597 189925 189925 14861522 19594887 -12417 -12417 19607304 189925 189925 19797229 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, 2016 and prior. FORM 990, SCHEDULE D, PART XII, LINE 2D: CANCELED GRANTS: $(12,417) true East Asia and the Pacific 0 1 Program Services CIEB 10892 Europe (Including Iceland and Greenland) 0 0 Program Services CIEB 26039 North America 0 0 Program Services CIEB 6065 South America 0 2 Program Services NISL 160641 Europe (Including Iceland and Greenland) 0 2 Program Services NISL 114129 East Asia and the Pacific 0 1 Program Services CIEB/NISL 7500 North America 0 0 Program Services NISL 1828 East Asia and the Pacific 0 0 Program Services NISL 76359 Europe (Including Iceland and Greenland) 0 0 Grantmaking 30000 East Asia and the Pacific 0 0 Grantmaking 1320000 0 6 0 6 1753453 1753453 Europe (Including Iceland and Greenland) KNOWLEDGE MOBILIZATION 30000 East Asia and the Pacific COMPARATIVE STUDY 1320000 2 0 false false false 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 true true X X X X X false false false false false false false false false Marc S Tucker PRESIDENT & CEO 481109 0 48732 0 19736 0 27500 0 21278 0 598355 0 0 0 Jason S Dougal COO/CEO (CRITERION) 369183 0 19066 0 60 0 27500 0 30600 0 446409 0 0 0 Betsy Brown Ruzzi VICE PRESIDENT 326835 0 34046 0 258 0 27500 0 30600 0 419239 0 0 0 Richard Moglia-Cannon TREASURER & CFO 261763 0 13239 0 258 0 26454 0 17661 0 319375 0 0 0 Susan Sullivan SECRETARY OF CORP 145983 0 14923 0 1236 0 14910 0 10133 0 187185 0 0 0 Kelli W Polon TREASURER 142857 0 14819 0 54 0 14806 0 25399 0 197935 0 0 0 Lawrence Molinaro DIR, CURRICULUM & OPS 252058 0 25908 0 258 0 25885 0 30600 0 334709 0 0 0 Susan Rucker MISSISSIPPI STATE COORDINATOR 223336 0 17500 0 396 0 22911 0 21278 0 285421 0 0 0 Ann Borthwick INSTRUCT'L SYSTEMS ARCHITECT 209461 0 15000 0 762 0 21308 0 10133 0 256664 0 0 0 Mischelle Handley NATL DIR OF STRATEGIC PTSHIP 170489 0 17500 0 258 0 17511 0 21278 0 227036 0 0 0 David Osborne DIRECTOR OF BUSINESS OPS 165681 0 17500 0 90 0 17227 0 30600 0 231098 0 0 0 JOSH TUCKER SON OF PRESIDENT 166203 CRITERION COMPENSATION false MODERN SIGNAL ADAM POLON SPOUSE OF TREASURER 25393 WEB DEVELOPMENT SERVICES false FORM 990, SCHEDULE L, PART IV, LINE 1: MR. JOSH TUCKER IS RESPONSIBLE FOR DESIGNING AND EXECUTING MARKETING CAMPAIGNS THAT GENERATE PROSPECTS INTERESTED IN SCHOOL LEADERSHIP. HE IS ALSO RESPONSIBLE FOR FINDING COMPETITIVE GRANT OPPORTUNITIES AND LEADING THE EFFORT TO SUBMIT HIGH QUALITY PROPOSALS. IN ADDITION, HE IS RESPONSIBLE FOR CREATING AND MAINTAINING MARKETING "COLLATERAL" FOR NISL, INCLUDING BROCHURES, TECHNICAL MATERIALS, AND THE NISL WEBSITE. WHEN NEEDED, MR. JOSH TUCKER ALSO CONTACTS PROSPECTIVE CLIENTS, MAKES SALES PRESENTATIONS, AND WORKS TO CREATE CONTRACTS WITH NEW CLIENTS. JOSH TUCKER WORKS FULL TIME FOR CRITERION. 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 Criterion for work related to Product Development, including a diagnostic project and a data warehouse project. NCEE/Criterions 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 VI, SECTION A, LINE 4: NCEEs Bylaws were amended to divide the Board into 3 classes of up to 4 Trustees each with a term of 3 years per class. The requirements for a quorum were increased to 50% of the Board and a provision for Emeritus Trustees was added. NCEE also updated certain provisions with respect to Washington, DCs law regarding nonprofit corporations to bring them into compliance. 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 XI, LINE 9: CANCELED GRANTS: $12,417 FORM 990 PART IX LINE 11G DESCRIPTION:FACILITATION & COACHING TOTAL FEES:474375 FORM 990 PART IX LINE 11G DESCRIPTION:PRODUCT DEVELOPMENT TOTAL FEES:656326 FORM 990 PART IX LINE 11G DESCRIPTION:RESEARCH & ANALYSIS TOTAL FEES:65710 FORM 990 PART IX LINE 11G DESCRIPTION:EVALUATION SERVICES TOTAL FEES:1399072 FORM 990 PART IX LINE 11G DESCRIPTION:PUBLIC RELATIONS TOTAL FEES:96000 FORM 990 PART IX LINE 11G DESCRIPTION:ADMINISTRATIVE SUPPORT TOTAL FEES:131841 CRITERION EDUCATION LLC 2121 K STREET NW WASHINGTON DC 20037 251918647 EDUCAT REFORM DE 12606374 5213469 NCEE