2019-03-01T17:27:13-06:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 301 N NEIL ST SUITE 205 CHAMPAIGN IL 61820 990 2017-07-01 370715886 THE NATIONAL COUNCIL OF TEACHERS OF ENGLISH NATI 2173283870 1111 WEST KENYON ROAD URBANA IL 61801 FRANKI SIBBERSON PRESIDENT 2173283870 2019-02-25 1 PHIL MUEHL P00622760 2173517400 2019-02-22 67.137.57.251 2019-02-25 17:52:38 CS P 1B5C3D789EA1CAB95545BA7E5C79790E16AB9CAF 87475E1862DD8A2075D3A23AFE02BA1781434062 2017 2019-02-21 02:37:17Z FRANKI SIBBERSON 1111 WEST KENYON ROAD URBANA IL 61801 8854579 0 9516 X WWW.NCTE.ORG X 1911 IL PROMOTE THE DEVELOPMENT OF LITERACY AND THE USE OF LANGUAGE THROUGH TEACHING AND LEARNING. 16 16 42 1000 179762 37499 1552517 1276013 3947788 3163164 3179147 3243771 563696 683011 9243148 8365959 152601 152838 0 0 2498381 2100235 0 0 0 5048106 5182272 7699088 7435345 1544060 930614 42065435 43062135 3663756 3525468 38401679 39536667 THE COUNCIL PROMOTES THE DEVELOPMENT OF LITERACY, THE USE OF LANGUAGE TO CONSTRUCT PERSONAL AND PUBLIC WORLDS AND TO ACHIEVE FULL PARTICIPATION IN SOCIETY, THROUGH THE LEARNING AND TEACHING OF ENGLISH AND THE RELATED ARTS AND SCIENCES OF LANGUAGE. 0 0 2581776 5750 2359335 PROFESSIONAL MEETINGS AND SEMINARS - NCTE PRODUCED BOTH IN-PERSON AND ONLINE EVENTS TO SUPPORT SCHOLARSHIP IN LITERACY, COMPOSITION, AND LANGUAGE STUDIES. FOUR IN-PERSON CONVENTIONS/CONFERENCES TOOK PLACE IN LOCATIONS ACROSS THE COUNTRY. THE LARGEST WAS THE 107TH NCTE CONVENTION, HELD IN ST. LOUIS, MO. THE SECOND LARGEST WAS THE CCCC CONVENTION, HELD IN KANSAS CITY, MO. BOTH EVENTS WERE SIGNIFICANTLY CHALLENGED BY LOCAL AND STATE ISSUES WHICH DETERRED ATTENDANCE. OVERALL, OUR CONVENTIONS/CONFERENCES AND ONLINE EDUCATION EVENTS CONTINUE TO PERFORM WELL AND CONTINUE TO CREATE IMPORTANT OPPORTUNITIES FOR TEACHERS AND RESEARCHERS. 1115126 1024522 PROFESSIONAL JOURNAL AND PERIODICAL PUBLICATIONS - THE COUNCIL CONTINUED ITS RICH TRADITION OF PUBLISHING ORIGINAL, PEER-REVIEWED RESEARCH ON LITERACY EDUCATION AND PERSPECTIVES ON CURRENT ISSUES IN TEACHING AND LEARNING THROUGH ITS PERIODICAL PUBLICATIONS PROGRAM. THROUGH TEN PEER-REVIEWED JOURNALS AND ONE QUARTERLY MAGAZINE, NCTE RELEASED 48 ISSUES DURING FY18 COVERING A RANGE OF CRITICAL ISSUES IN LITERACY EDUCATION-FROM EARLY LITERACY ACQUISITION PRACTICES, THROUGH ENGAGEMENT OF ADOLESCENT LITERACY LEARNERS, TO IN-DEPTH ANALYSES OF SYSTEMIC REFORMS AND COMMENTARY AND ANALYSIS OF THE COMMON CORE STATE STANDARDS. PERIODICAL PUBLISHING EARNED $1,024,522 IN REVENUE, AND WE HAVE A LOSS OF ($90,604). 645420 310329 NONPERIODICAL PUBLICATIONS/BOOKS - NCTE PUBLISHED OR COPUBLISHED 16 PEER-REVIEWED BOOKS THIS YEAR, AN INCREASE OF TWO BOOKS OVER THE PRIOR YEAR. AS BOOK SALES REVENUE DIPPED FROM APPROXIMATELY $396,000 IN FY16 TO $296,547 IN FY17, THE NET LOSS ON THE PROGRAM DECREASED FROM APPROXIMATELY $383,000 IN FY16 TO A LOSS OF $365,689 IN FY17. NCTE INITIATED A NUMBER OF MANAGEMENT DECISIONS AT THE CLOSE OF FY18 AIMED AT REVERSING TRENDS. WE INCREASED REVENUE BY $13,782 AND REDUCED EXPENSES BY $16,816 FROM FY17 TO FY18. THE NONPERIODICAL PUBLICATIONS PROGRAM CONTINUES TO PROVIDE AN IMPORTANT PUBLISHING OUTLET FOR NCTE MEMBERS AND THE FIELD AT LARGE. 891776 147088 0 891776 147088 5234098 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 188 0 1 42 1 1 1 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IL X X EMILY KIRKPATRICK 2173283870 1111 KENYON ROAD URBANA IL 61801 JOCELYN A CHADWICK PAST-PRESIDENT 5.00 X X 0 0 0 LEAH ZUIDEMA VICE PRESIDENT 5.00 X X 0 0 0 JESSICA MARTELL REP-AT-LARGE 3.00 X 0 0 0 AURELIA DAVILA DE SILVA REP-AT-LARGE 3.00 X 0 0 0 ROXANNE HENKIN WLU PRESIDENT 5.00 X 0 0 0 SHEKEMA SILVERI CHAIR-SECONDARY 5.00 X 0 0 0 KATHRYN WHITMORE CHAIR-ELEMENTARY 5.00 X 0 0 0 CHRISTOPHER LEHMAN CHAIR-MIDDLE 5.00 X 0 0 0 ASAO INOUE ASSOCIATE CHAIR-CCCC 5.00 X 0 0 0 MOLLIE V BLACKBURN CHAIR-ELATE 5.00 X 0 0 0 HEATHER ROCCO CHAIR-CEL 5.00 X 0 0 0 JEFFREY ANDELORA CHAIR-TYCA 5.00 X 0 0 0 FRANKI SIBBERSON PRESIDENT 5.00 X X 0 0 0 SHELLEY RODRIGO CHAIR-COLLEGE 5.00 X 0 0 0 VALERIE TAYLOR REP-AT-LARGE 5.00 X 0 0 0 CAROLYN CALHOON-DILLAHUNT CHAIR-CCCC 5.00 X 0 0 0 EMILY KIRKPATRICK EXECUTIVE DIRECTOR 60.00 X 215934 0 15232 LYNN NEAL PROJECT DIRECTOR 40.00 X 109594 0 14711 JENNIFER FOURNEL COMMUNICATIONS DIRECTOR 40.00 X 127618 0 8598 453146 0 38541 3 0 1 0 BRAINS ON FIRE INC 1263 PENDLETON ST GREENVILLE SC 29611 GRAPHIC & WEBSITE DESIGN 335067 MARLENE KNIGHT SPECIAL EVENTS INC 1220 HIGHWAY 279 SOUTH OWENSBORO KY 42301 EVENT PLANNING 180000 CLIFTONLARSONALLEN LLP 301 N NEIL ST STE 205 CHAMPAIGN IL 61820 ACCOUNTING 167886 TOWNSEND GROUP 2025 M STREET NW STE 800 WASHINGTON DC DC 20036 ADVERTISING SALES 155064 FOUNDATION TECHNOLOGIES 2006 RUCK LANE JEFFERSONVILLE IN 47130 INFORMATION TECHNOLOGY 133354 5 1233207 42806 1276013 CONVENTIONS 611710 2273363 2273363 PERIODICAL SUBSCRIPTIONS 611710 733289 733289 SPONSORSHIP INCOME 611710 102500 102500 REIMBURSEMENT INCOME 611710 54012 54012 3163164 882804 882804 140950 140950 2200000 353305 192338 0 2007662 353305 2360967 353305 2007662 333049 296282 36767 36767 MISCELLANEOUS 611710 289905 289905 PERIODICAL INCOME 541800 179762 179762 MAILING LIST INCOME 611710 35627 35627 505294 8365959 3694186 179762 3215998 X 139338 139338 13500 13500 453146 297276 155870 1384234 908096 476138 262855 152139 110716 166526 54883 111643 175848 175848 183850 165226 18624 75818 75818 127931 127931 466971 423694 43277 511320 511320 155845 5143 150702 29502 14548 14954 INCOME TAXES 10120 9990 130 PROFESSIONAL SERVICES 1679760 1051823 627937 EMPLOYEE INSURANCE 303934 174823 129111 POSTAGE AND FREIGHT 228471 223648 4823 1066376 836985 229391 7435345 5234098 2201247 0 684177 722535 171793 262396 110164 128198 282672 186172 5670295 4397310 1410861 1272985 39397819 40472896 7949 16953 42065435 43062135 629432 607852 1080561 1026053 1953763 1891563 3663756 3525468 X 38028221 39144319 185812 204702 187646 187646 38401679 39536667 42065435 43062135 X 930614 -5584 209958 X X 0 1 X 1 0 X 2948382 2559733 2118440 1552517 1276013 10455085 4592980 4682446 4406838 4103924 3496213 21282401 7541362 7242179 6525278 5656441 4772226 31737486 0 755582 539620 115441 1410643 755582 539620 115441 1410643 30326843 953500 862100 908685 848790 1023754 4596829 953500 862100 908685 848790 1023754 4596829 111124 107680 65151 179762 463717 437620 130029 124462 226108 325532 1243751 8932482 8345432 7666105 6796490 6301274 38041783 0.79720 0.81350 0.12080 0.11090 X 67177 526 67703 7367642 7435345 521767 130442 0 0 588944 587217 534954 521767 2232882 3349323 41782 44963 29949 67703 184397 147236 146804 133739 130442 558221 837332 25138 33287 23944 67177 149546 251136 12279 10853 252562 348681 2663 23314 1200 373458 334304 21146 9945 16714 348681 320837 19082 11124 16739 334304 293703 16271 23430 12567 320837 0.74300 0.25700 0 0 904228 904228 2438576 2438576 0 2327491 1958734 368757 1272985 CONFERENCE EXHIBITS/PROJECTS 938908 POST RETIREMENT BENEFIT OBLIGATION 952655 1891563 8656657 -5584 296282 290698 8365959 0 8365959 7731627 296282 296282 7435345 0 7435345 PART V, LINE 4: PROVIDE SCHOLARSHIPS AND AWARDS TO TEACHERS OF ENGLISH LANGUAGE ARTS AND TO CHILDREN'S POETS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 296,282. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 296,282. 1 UNIVERSITY OF COLORADO BOULDER PO BOX 910220 DENVER CO 80291 846000555 501(C)(3) 7500 RESEARCH GRANT IOWA STATE UNIVERSITY 2221 WANDA DALEY DRIVE ASB ROOM 1810 AMES IA 50011 426004224 501(C)(3) 7500 RESEARCH GRANT WEBER STATE UNIVERSITY 3850 DIXON PARKWAY DEPT 1013 OGDEN UT 84408 876000535 501(C)(3) 7500 RESEARCH GRANT TRANSYLVANIA UNIVERSITY 300 NORTH BROADWAY LEXINGTON KY 40508 610444825 501(C)(3) 7500 RESEARCH GRANT THE UNIVERSITY OF TEXAS AT EL PASO 500 WEST UNIVERSITY AVE EL PASO TX 79968 746000813 501(C)(3) 7500 RESEARCH GRANT THE UNIVERSITY OF CENTRAL FLORIDA BOARD OF TRUSTEES 12424 RESEARCH PARKWAY SUITE 300 ORLANDO FL 32826 592924021 501(C)(3) 7500 RESEARCH GRANT THE REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET ANN ARBOR MI 48109 386006309 501(C)(3) 7500 RESEARCH GRANT IUP REASERCH INSTITUE 1179 GRANT STREEET SUITE 1 INDIANA PA 15701 571175778 501(C)(3) 7500 RESEARCH GRANT 8 CCCC-EMERGENT RESEARCH AWARD 2 13500 PART I, LINE 2: GRANT PAYMENTS ARE ISSUED TO GRANTEES WHEN FINAL REPORTS OF THEIR GRANT WORK ARE RECEIVED AND APPROVED. PAYMENTS ARE ISSUED TO THE RESPECTIVE VENDOR PROVIDING THE WORK. SCHOLARSHIPS FOR TUITION ARE ISSUED TO THE STUDENT OR THE STUDENT'S SCHOOL. 1 X X X 0 0 0 0 0 0 0 0 0 EMILY KIRKPATRICK EXECUTIVE DIRECTOR 215934 0 0 0 0 0 10947 0 4285 0 231166 0 0 0 FORM 990, PART IV, LINE 11F: AS PART OF THE AUDIT CONDUCTED FOR THE ORGANIZATION A FIN 48 (ASC 740) ANALYSIS IS COMPLETED. IT WAS DETERMINED THAT NO UNCERTAIN TAX POSITION EXISTED AND AS SUCH THERE IS NO FOOTNOTE IN THE FINANCIAL STATEMENTS THAT DISCUSSES FIN 48 (ASC 740). FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE IS COMPRISED OF THE COUNCIL PRESIDENT, PRESIDENT-ELECT, VICE-PRESIDENT, THE PAST PRESIDENT, CHAIRS OF THE SECTIONS, REPRESENTATIVES AT LARGE, AND THE CHAIRS AND ASSOCIATE CHAIRS OF THE NCTE CONFERENCES. THE EXECUTIVE COMMITTEE MAY FORMULATE POSITION STATEMENTS ON EDUCATIONAL ISSUES, EXERCISE BUDGETARY RESPONSIBILITY IN IMPLEMENTING SUCH ACTIONS. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO APPROVE BUDGETS, REVIEW ANNUAL AUDITS, TO ENTER INTO CONTRACTS, TO INCUR DEBTS, TO INVEST FUNDS, AND TO SELL AND ACQUIRE PROPERTY IN THE BEST INTERESTS OF THE COUNCIL. SUCH ACTIVITIES SHALL BE REPORTED ANNUALLY TO THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE COUNCIL OFFERS THREE TYPES OF MEMBERSHIP: INDIVIDUAL VOTING MEMBERSHIP, EMERITUS VOTING MEMBERSHIP, AND STUDENT NON-VOTING MEMBERSHIP. INDIVIDUAL VOTING MEMBERSHIP IN ONE SECTION OF THE COUNCIL SHALL BE AVAILABLE TO ALL PERSONS ENGAGED IN THE TEACHING OR SUPERVISION OF ENGLISH AT ANY SCHOOL LEVEL AND TO ALL OTHERS INTERESTED IN THE IMPROVEMENT OF SUCH TEACHING. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE GOVERNING BOARD FORM 990, PART VI, SECTION A, LINE 7B THE EXECUTIVE COMMITTEE SHARES PUBLIC POLICY MAKING RESPONSIBILITY WITH THE VOTING MEMBERSHIP FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM. THE FORM 990 WILL BE SHARED WITH THE EXECUTIVE COMMITTEE VIA ONLINE MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EXECUTIVE COMMITTEE MEMBERS REVIEW THE POLICY EACH YEAR AND FILL OUT NEW CONFLICT OF INTEREST DISCLOSURES EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS COMPARABLE SALARY DATA IN ESTABLISHING THE EXECUTIVE DIRECTOR'S SALARY AND THEY APPROVE THE COMPENSATION POLICY WHICH IS COMPILED USING COMPARABLE DATA FROM ASAE AND LOCAL DATA. THE PROCESS IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES AND DONE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 AND FINANCIAL DATA ARE PUBLISHED ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 WE MAKE OUR GOVERNING DOCUMENTS AVAILABLE THROUGH OUR WEBSITE. THE CONSTITUTION AND BY-LAWS ARE FEATURED THERE, AS ARE ALL COUNCIL POLICIES ON PROFESSIONAL MATTERS. OUR GOVERNANCE BODY WILL HAVE AN OPPORTUNITY TO REVIEW OUR 990 PRIOR TO SUBMISSION OF OUR TAX DOCUMENTS AND DISCUSS WITH STAFF. OUR 990 AND FINANCIAL DATA ARE PUBLISHED ON GUIDESTAR.ORG. FORM 990, PART IX, LINE 24E FOOD & BEVERAGE : PROGRAM SERVICE EXPENSES 227,939. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 227,939. SALES COMMISSION: PROGRAM SERVICE EXPENSES 166,449. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 166,449. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 149,390. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 149,390. PRINTING AND COPYING: PROGRAM SERVICE EXPENSES 128,481. MANAGEMENT AND GENERAL EXPENSES 1,130. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 129,611. EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 80,506. MANAGEMENT AND GENERAL EXPENSES 18,492. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,998. BANK & CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 90,949. MANAGEMENT AND GENERAL EXPENSES -795. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,154. MAIL SERVICES: PROGRAM SERVICE EXPENSES 64,717. MANAGEMENT AND GENERAL EXPENSES 2,852. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,569. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 42,770. MANAGEMENT AND GENERAL EXPENSES 14,760. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,530. TELEPHONE: PROGRAM SERVICE EXPENSES 14,979. MANAGEMENT AND GENERAL EXPENSES 20,675. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,654. JANITORIAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,285. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,285. REBATES: PROGRAM SERVICE EXPENSES 11,374. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,374. EMPLOYEE RELATED EXPENSES: PROGRAM SERVICE EXPENSES 254. MANAGEMENT AND GENERAL EXPENSES 9,783. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,037. IN HOUSE CHARGES: PROGRAM SERVICE EXPENSES 8,222. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,222. RECRUITMENT: PROGRAM SERVICE EXPENSES 345. MANAGEMENT AND GENERAL EXPENSES 819. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,164. FORM 990, PART XI, LINE 9: CHANGE IN ACCUMULATED POSTRETIREMENT BENEFIT 209,958. FORM 990, PART XII, LINE 2C: NCTE HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR. NEITHER PROCESS HAS CHANGED FROM THE PRIOR YEAR.