2018-08-21T13:06:11-05:00 2017-12-31 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 20878 990 2017-01-01 526041929 AMERICAN ASSOCIATION OF COLLEGES FOR TEACHER EDUCATION AMER 2022932450 1307 NEW YORK AVE NW NO 300 WASHINGTON DC 200054701 LYNN M GANGONE PRESIDENT AND CEO 2022932450 2018-08-16 1 WILLIAM E TURCO CPA P00369217 3012963600 2017 2022-09-23 18:48:47Z LYNN M GANGONE 1307 NEW YORK AVE NW NO 300 WASHINGTON DC 200054701 5992487 0 X WWW.AACTE.ORG X 1948 DC AACTE LEADS THE FIELD IN ADVOCATING FOR AND BUILDING CAPACITY FOR HIGH-QUALITY EDUCATOR PREPARATION PROGRAMS IN A DYNAMIC LANDSCAPE. 26 26 31 26 20439 -250 341196 238890 5106378 5186559 171370 222775 380703 338645 5999647 5986869 0 52427 0 0 3439958 3604217 0 0 0 2751688 2931686 6191646 6588330 -191999 -601461 11986028 11580500 5901808 5764902 6084220 5815598 X AACTE LEADS THE FIELD IN ADVOCATING FOR AND BUILDING CAPACITY FOR HIGH-QUALITY EDUCATOR PREPARATION PROGRAMS IN A DYNAMIC LANDSCAPE. 0 0 1659435 5394465 ANNUAL MEETING, PROFESSIONAL DEVELOPMENT AND ISSUES: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. 1371550 49927 FEDERAL AND STATE 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. 514569 CONTRACTS AND GRANTS:THE ASSOCIATION CONDUCTS SPECIAL STUDIES AND OTHER PROGRAMS RELATIVE TO THE GENERAL PURPOSE OF THE ASSOCIATION, WHICH ARE FUNDED BY SPECIFICALLY DESIGNATED FUNDS. 208791 INFORMATION SERVICES:THE ASSOCIATION COLLECTS AND COMMUNICATES TO ITS MEMBERS, INFORMATION RELATIVE TO THE PROFESSION OF TEACHER EDUCATION. 246082 2500 COMMUNICATIONS DEVELOPMENT: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. 454873 2500 4000427 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 31 1 1 1 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 DC X ROWENA WILLIAMS 2024784570 1307 NEW YORK AVE NW NO 300 WASHINGTON DC 200054701 RENEE MIDDLETON CHAIR 1.00 X X 0 0 0 WANDA BLANCHETT CHAIR-ELECT 1.00 X X 0 0 0 CAROL VUKELICH SECRETARY 1.00 X X 0 0 0 JANE BRAY PAST-CHAIR 1.00 X X 0 0 0 ANN LARSON AT- LARGE 1.00 X 0 0 0 DIANNE MARK AT- LARGE 1.00 X 0 0 0 JO ALLEN BOARD MEMBER 1.00 X 0 0 0 M CHRISTOPHER BROWN II BOARD MEMBER 1.00 X 0 0 0 ELAINE CHIN BOARD MEMBER 1.00 X 0 0 0 MICHAEL DANTLEY BOARD MEMBER 1.00 X 0 0 0 DONALD EASTON-BROOKS BOARD MEMBER 1.00 X 0 0 0 PAMELA CARROLL BOARD MEMBER 1.00 X 0 0 0 JACKIE CRAWFORD BOARD MEMBER 1.00 X 0 0 0 NADENE DAVIDSON BOARD MEMBER 1.00 X 0 0 0 ARLINDA EATON BOARD MEMBER 1.00 X 0 0 0 CYNTHIA JACKSON HAMMOND BOARD MEMBER 1.00 X 0 0 0 KIM METCALF BOARD MEMBER 1.00 X 0 0 0 RHONDA PORTER BOARD MEMBER 1.00 X 0 0 0 ROBERT FLODEN BOARD MEMBER 1.00 X 0 0 0 SUSAN HENDERSON BOARD MEMBER 1.00 X 0 0 0 MARY MURRAY BOARD MEMBER 1.00 X 0 0 0 REYES QUEZADA BOARD MEMBER 1.00 X 0 0 0 BETH QUICK BOARD MEMBER 1.00 X 0 0 0 MONIKA WILLIAMS SHEALEY BOARD MEMBER 1.00 X 0 0 0 ALBERTO RUIZ BOARD MEMBER 1.00 X 0 0 0 ENA SHELLEY BOARD MEMBER 1.00 X 0 0 0 SHARON P ROBINSON PRESIDENT/CEO UNTIL 12/2017 37.50 X 304146 0 39012 LYNN M GANGONE PRESIDENT/CEO FROM 06/2017 37.50 X 233311 0 4874 JERALD D WIRTH CFO UNTIL 12/2017 37.50 X 211098 0 33412 GAIL BOZEMAN CHIEF OF STAFF 37.50 X 212574 0 24289 RODRICK S LUCERO VICE PRESIDENT 37.50 X 148372 0 19389 ALEXANDR GUMBAR IT DIRECTOR 37.50 X 124343 0 19338 MARK L PETERSON SR. VICE PRESIDENT 37.50 X 115871 0 13250 MATTHEW WALES SR. DIRECTOR 37.50 X 106241 0 16101 RONDA HETTERSON DR. HUMAN RESOURCE 37.50 X 103129 0 7865 1559085 0 177530 9 0 1 0 ARAMARK SPORTS & ENTERTAINMENT 333 SOUTH FRANKLIN STREET TAMPA FL 33602 ANNUAL MEETING CATERING 196850 COUNCIL FOR THE ACCREDITATION OF EDUCATO 1140 19TH ST NW SUITE 400 WASHINGTON DC 20036 ORGANIZATIONAL DUES 185921 SPECTRUM GROUP PRODUCTIONS 4401-A CONNECTICUT AVENUE NW 17 WASHINGTON DC 20008 ANNUAL MEETING PRODUCTION 154600 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 303842642 ANNUAL MEETING HOTEL 140115 RPK GROUP 3 CHURCH CIRCLE SUITE 164 ANNAPOLIS MD 21401 CONSULTANTS 101250 8 238890 238890 MEMBERSHIP DUES 900099 4107103 4107103 MEETINGS & CONFERENCES 900099 1079456 973950 105506 5186559 222775 222775 319030 5618 313412 313412 WEBSITE ADVERTISING 900004 20439 20439 OTHER INCOME 900099 4794 4794 25233 5986869 5394465 20439 333075 X 49927 49927 2500 2500 1075322 527588 547734 1997083 971737 1025346 134337 78291 56046 208174 93518 114656 189301 122861 66440 50837 21567 29270 38299 38299 19906 19906 668734 481226 187508 132125 46061 86064 153282 10164 143118 271668 245588 26080 882315 781020 101295 38080 38080 97303 97303 50989 3821 47168 DUES, BOOKS & SUBSCRIPT 275638 235382 40256 RECRUITING EXPENSES 103985 103985 OTHER EXPENSE 79125 57239 21886 BAD DEBTS EXPENSE 66857 66857 2543 271937 -269394 6588330 4000427 2587903 0 300 300 4000974 3124816 94576 74565 205101 204814 348219 267817 5505809 2944424 2652371 2561385 3555514 4043141 1128973 1303662 11986028 11580500 372979 549190 3994802 3885523 1534027 1330189 5901808 5764902 X 4796454 4629552 287766 186046 1000000 1000000 6084220 5815598 11986028 11580500 -601461 332839 0 X 0 1 X 1 0 X 4180401 5401128 5037776 4427537 4345993 23392835 1508583 1328516 1354917 1341248 1398486 6931750 5688984 6729644 6392693 5768785 5744479 30324585 0 0 0 30324585 122800 181566 187804 171370 222775 886315 122800 181566 187804 171370 222775 886315 10580 39769 22950 38656 4794 116749 5822364 6950979 6603447 5978811 5972048 31327649 0.96800 0.97150 0.02830 0.02440 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2013 AMOUNT: $ 10,580. 2014 AMOUNT: $ 39,769. 2015 AMOUNT: $ 22,950. 2016 AMOUNT: $ 38,656. 2017 AMOUNT: $ 4,794. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34447 34447 6559501 6593948 479697 119924 0 0 415525 464146 459582 479697 1818950 2728425 1039 7882 20188 34447 63556 103881 116037 114896 119924 454738 682107 1042917 132233 73000 1102150 1010697 58382 26162 1042917 1077997 -52056 15244 1010697 23000 1000000 54997 1077997 23000 23000 0.90730 0.09270 0 0 1065420 1065420 2802627 1352732 1449895 1038819 1017234 21585 598943 574458 24485 2561385 48017-AMER BALANCED FD CL A (ABALX) 1303662 F 1303662 X 5972581 0 5972581 19906 -5618 14288 5986869 6574042 5618 5618 6568424 19906 19906 6588330 PART V, LINE 4: ALL EARNINGS FROM PERMANENTLY RESTRICTED FUNDS ARE REFLECTED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL APPROPRIATED FOR PROGRAM EXPENDITURES. 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, 2017 AND 2016. THE ASSOCIATION FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ASSOCIATIONS TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2014. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF SALES REPORTED ON PART VIII, LINE 10B -5,618. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES REPORTED ON PART VIII, LINE 10B 5,618. 1 KENTUCKY ASSOCIATION OF COLLEGES FOR TEACHER EDU 521 LANCASTER AVENUE RICHMOND KY 40475 371500750 501(C)(3) 8300 TO DEVELOP EPP DISPOSITIONAL MEASURES FOR USE BY EPP'S WITH DATA AGGREGATED AT THE STATE LEVEL MCPHERSON COLLEGE 1000 E EUCLID STREET MCPHERSON KS 67460 900797647 501(C)(3) 8850 STATEWIDE TEACHER OBSERVATION/ ASSESSMENT TOOL. TENNESSEE ASSOCIATION FOR COLLEGES OF TEACHER EDU BELMONT UNIVERSITY 1900 BELMONT BLVD NASHVILLE TN 37212 621863571 501(C)(3) 8700 TO CREATE TN TEACH, THE TN EPP ASSISTIVE AND COLLABORATIVE HELP NETWORK. WASHINGTON ASSOCIATION OF COLLEGES FOR TEACHER EDUGONZAGA UNIVERSITY 502 BOONE AVENUE SPOKANE WA 99258 455180123 501(C)(3) 8000 TO HOLD A WASHINGTON STATE DAY ON THE HILL EVENT TO ADVOCATE FOR WACTE'S AGENDA AND PRESENT EPP LEADERS AS RESOURCES TO STATE LEGISLATORS. MID AMERICA CHRISTIAN UNIVERSITY 3500 SW 119TH STREE OKLAHOMA CITY OK 73170 562521870 501(C)(3) 7327 TO SUPPORT DIALOGUE BETWEEN EPP'S AND OKLAHOMA P-12 SCHOOL DISTRICT ADMINISTRATORS CONCERNING DATA THAT ARE AVAILABLE ORCOULD BE PRODUCED TO FULFILL THE EXPECTATIONS OF CAEP STANDARD 4: PROGRAM IMPACT 5 PART I, LINE 2: THE GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A FINAL REPORT TO AACTE THAT INCLUDES A DESCRIPTION OF HOW THE FUNDS WERE USED, PROJECT OUTCOMES, ANY CHALLENGES TO ACCOMPLISHING THEIR GOALS, AND HOW THE GRANT BENEFITTED THE CHAPTER AND RELATIONSHIP WITH AACTE. X 0 0 0 0 0 0 0 0 0 SHARON P ROBINSON PRESIDENT/CEO UNTIL 12/2017 300153 0 0 0 3993 0 30000 0 17976 0 352122 0 0 0 LYNN M GANGONE PRESIDENT/CEO FROM 06/2017 232625 0 0 0 686 0 0 0 5212 0 238523 0 0 0 JERALD D WIRTH CFO UNTIL 12/2017 207390 0 0 0 3708 0 14889 0 19335 0 245322 0 0 0 GAIL BOZEMAN CHIEF OF STAFF 211386 0 0 0 1188 0 15977 0 10804 0 239355 0 0 0 RODRICK S LUCERO VICE PRESIDENT 147538 0 0 0 834 0 11078 0 9235 0 168685 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO TYPES OF MEMBERS: A) REGULAR MEMBERS - 4 YEAR HIGHER EDUCATIONAL INSTITUTIONS OR SCHOOLS - INTERESTED IN EDUCATIONAL PROGRAMS. (B) 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 (OR A DULY AUTHORIZED SUBSTITUTE FROM THAT 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 SET FORTH IN SECTION 5 (BYLAWS)) CONSIDERED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B IN 2018 ONCE THE 990 WAS COMPLETED BY AN INDEPENDENT ACCOUNTANTS - IT WAS SENT TO ROWENA WILLIAMS (VP OF FINANCE & ADMINISTRATION) FOR REVIEW, ROWENA FORWARDED THE 990 TO LYNN GANGONE (PRESIDENT) ELECTRONICALLY AND ASKED IF THERE WERE ANY QUESTIONS OR CONCERNS TO CONTACT HER DIRECTLY. THERE WERE NOT ANY QUESTIONS. 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. THE SIGNED AND DATED FORMS ARE REVIEWED BY GAIL BOZEMAN. ONCE THE FORMS ARE SIGNED AND DATED THEY ARE MAINTAINED AT 1307 NEW YORK AVENUE, NW, SUITE 300, WASHINGTON, DC 20005-4701 IN THE OFFICIAL GOVERNANCE FILES. 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: 1307 NEW YORK AVENUE, NW, SUITE 300, WASHINGTON, DC 20005-4701. FORM 990, PART IX, LINE 11G CONSULTANTS & HONORARIA: PROGRAM SERVICE EXPENSES 481,226. MANAGEMENT AND GENERAL EXPENSES 162,380. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 643,606. COMMISSION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,590. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,590. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21,538. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,538.