2017-01-09T11:38:23-06:00 2016-06-30 521855942 Tate and Tryon 2021 L Street NW Suite 400 Washington DC 20036 990 2015-07-01 521012307 COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION COUN 2023285900 1307 NEW YORK AVENUE No 1000 WASHINGTON DC 200054701 DONALD L FALKENSTEIN VP Business & Finance 2023285900 2017-01-09 1 Elizabeth Heller P00397829 2022932200 2015 2021-01-29 14:40:06Z CASE SUE CUNNINGHAM 1307 NEW YORK AVENUE No 1000 WASHINGTON DC 200054701 37974079 0 X www.case.org X 1974 DC PROVIDE A STRONG FORCE FOR THE ADVANCEMENT AND SUPPORT OF EDUCATION WORLDWIDE. 31 31 83 4900 456300 -3650 29884 16730 17891409 18925912 1006998 1216488 500865 610163 19429156 20769293 16688 17577 0 0 8478836 9112909 0 0 31136 9626343 11093643 18121867 20224129 1307289 545164 32163293 31818791 15232446 15616330 16930847 16202461 X THE PURPOSES OF CASE ARE TO DEVELOP AND FOSTER SOUND RELATIONSHIPS BETWEEN MEMBER EDUCATIONAL INSTITUTIONS AND THEIR CONSTITUENCIES; TO PROVIDE TRAINING PROGRAMS, PRODUCTS AND SERVICES IN THE AREAS OF ALUMNI RELATIONS, COMMUNICATIONS, AND PHILANTHROPY; TO PROMOTE DIVERSITY WITHIN THESE PROFESSIONS; AND TO PROVIDE A STRONG FORCE FOR THE ADVANCEMENT AND SUPPORT OF EDUCATION WORLDWIDE. 0 0 7085717 9230886 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. 2384802 INFORMATION AND RESEARCH - THE COUNCIL PROVIDES UP-TO-DATE INFORMATION ON A VARIETY OF TOPICS RELATED TO ALL AREAS OF INSTITUTIONAL ADVANCEMENT. 1794765 EXTERNAL AFFAIRS - The external affairs program includes Communications, Government Relations, Public Relations, Media Relations, and Institutional Related Foundations. 1702823 1151626 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. 397249 DISTRICT SERVICES 418542 17577 1282825 AWARDS AND SERVICES 2518614 17577 2434451 13783898 1 0 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 1 190 0 1 83 1 1 1 1 CA SN 0 0 0 0 0 0 0 0 X 31 31 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 AVE NW 1000 WASHINGTON DC 20005 J Michael Goodwin Chair 2.00 0.00 X X 0 0 0 James T Harris III Chair Elect 2.00 0.00 X X 0 0 0 James H Moore Jr Treasurer 2.00 0.00 X X 0 0 0 Tracy W Barlok Secretary 2.00 0.00 X X 0 0 0 Brian K Lee Past Chair 2.00 0.00 X X 0 0 0 Donna A Arbide Member 2.00 0.00 X 0 0 0 Susannah Baker Member 2.00 0.00 X 0 0 0 Diane Binney Member 2.00 0.00 X 0 0 0 Robert M Caldwell Member 2.00 0.00 X 0 0 0 Virginia B Clark Member 2.00 0.00 X 0 0 0 Matthew Eynon Member 2.00 0.00 X 0 0 0 Laurie Fenlason Member 2.00 0.00 X 0 0 0 Teresa M Flannery Member 2.00 0.00 X 0 0 0 Sergio M Gonzalez Member 2.00 0.00 X 0 0 0 Sir David Greenaway Member 2.00 0.00 X 0 0 0 John A Gyllin Member 2.00 0.00 X 0 0 0 Peter A Hayashida Member 2.00 0.00 X 0 0 0 Jeffery W Johnson Member 2.00 0.00 X 0 0 0 Robbee Baker Kosak Member 2.00 0.00 X 0 0 0 Fernando Leon Garcia Member 2.00 0.00 X 0 0 0 Monica Taylor Lotty Member 2.00 0.00 X 0 0 0 Catherine McGlinch Member 2.00 0.00 X 0 0 0 Barbara Miles Member 2.00 0.00 X 0 0 0 O'Neil A S Outar Member 2.00 0.00 X 0 0 0 Amy Button Renz Member 2.00 0.00 X 0 0 0 Peter A Rooney Member 2.00 0.00 X 0 0 0 Kathleen Curry Santora Member 2.00 0.00 X 0 0 0 Martin Shell Member 2.00 0.00 X 0 0 0 Beth A Smith Member 2.00 0.00 X 0 0 0 Tracy Syler-Jones Member 2.00 0.00 X 0 0 0 Nancy Treser-Osgood Member 2.00 0.00 X 0 0 0 Sue Cunningham President 40.00 0.00 X 385177 0 40863 Donald Falkenstein VP Business and Finance 35.00 0.00 X 170648 0 26049 Myron Mattocks VP Membership, Marketing, Ext Relations 35.00 0.00 X 179939 0 27508 Norma Walker VP Advancement Programs 35.00 0.00 X 152880 0 23260 Brett Chambers VP Volunteer and Member Engagement 35.00 0.00 X 142596 0 22049 Robert Henry Exec. Dir. of Emerging Constituents & Online Prog 35.00 0.00 X 150936 0 22954 Robert Sullivan Senior Director of Membership Development 35.00 0.00 X 144627 0 21964 Brian Flahaven Direc. Legislative, Foundation & Recognition Prog. 35.00 0.00 X 137578 0 20503 Daniel Woltman Senior Director of Marketing and Member Support 35.00 0.00 X 135002 0 20453 John Lippincott Former President 0.00 0.00 X 564923 0 14700 2164306 0 240303 18 1 1 0 Benefit Mall 501 Fairmount Avenue Suite 400 Towson MD 21286 Employee Benefits 601907 Personify Inc PO Box 759470 Baltimore MD 21275 Information Technology Consulting 575519 Master Print Inc 8401 Terminal Road Newington VA 22122 Printing 419885 Design Data Systems Inc 610 Professional Drive Suite 102 Gaithersburg MD 20879 Information Technology Consulting 307899 BAV Services 10 Sonwil Drive Buffalo NY 14225 Audio Visual Services 300695 9 16730 16730 CONFERENCES & WORKSHOPS 900099 9330786 9230886 99900 MEMBERSHIP DUES 900099 6804275 6804275 PUBLICATIONS 541800 1508026 1151626 356400 AWARDS 900099 1282825 1282825 18925912 360986 360986 17 17 17913889 17032943 25444 880946 -25444 855502 855502 349980 146399 203581 203581 other REVENUE 900099 406565 406565 406565 20769293 18673193 456300 1623070 17577 17577 1592545 1085410 504682 2453 5650126 3850883 1790542 8701 613118 417875 194299 944 795376 542094 252057 1225 461744 314705 146328 711 81359 55451 25783 125 112450 76641 35636 173 38110 25974 12077 59 817578 557226 259093 1259 219941 149902 69700 339 1017404 693419 322418 1567 881369 600703 279309 1357 8362 5699 2650 13 54879 37403 17391 85 1610308 1097517 510311 2480 4794758 3267901 1519473 7384 83110 56644 26338 128 428136 291799 135678 659 54973 37467 17421 85 BANK SERVICE CHARGES 373588 254622 118391 575 MISCELLANEOUS 274300 181355 92505 440 PHOTOGRAPHY 171011 116554 54194 263 printing and distributi 72007 49077 22819 111 20224129 13783898 6409095 31136 2704214 2609869 171806 -4304 96691 117192 224400 221721 504931 784263 10893794 4428333 6728459 6465461 21633553 21293046 99239 331543 32163293 31818791 2004275 2158578 4449292 5242633 4061286 3861245 3944450 3518041 773143 835833 15232446 15616330 X 16556865 15756171 373982 446290 16930847 16202461 32163293 31818791 X 545164 -1320256 23589 23117 X X 0 1 X 1 0 X 7031363 6796246 7060745 6748021 6821005 34457380 8513746 10512008 10839946 11555114 12015317 53436131 15545109 17308254 17900691 18303135 18836322 87893511 450000 450000 0 450000 450000 87443511 347631 401875 342410 364082 361003 1817001 -3150 -3150 -6300 344481 398725 342410 364082 361003 1810701 -3150 -3150 -6300 225 49411 92243 265791 406565 814235 15886665 17753240 18335344 18933008 19603890 90512147 0.96610 0.96740 0.02000 0.02260 X 42345 42345 19900654 19942999 1000000 250000 0 0 965508 1000000 1000000 1000000 3965508 5948262 37760 22260 31080 42345 133445 241377 250000 250000 250000 991377 1487066 0 1 X 2304603 2304603 5238818 2302000 2936818 910933 401944 508989 726870 681964 44906 1712570 1042425 670145 6465461 ACCRUED POSTRETIREMENT BENEFITS & Swap AgrEEmEntS 835833 835833 19620880 -1320256 -1320256 20941136 -171843 -171843 20769293 20433679 209550 209550 20224129 0 20224129 Part IV, Line 2b: district escrow accounts Part XI, Line 4b - Other Adjustments: COST OF GOODS SOLD -146,399. LOSS ON DISPOSAL OF ASSET -25,444. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD 146,399. LOSS ON DISPOSAL OF ASSET 25,444. LOSS ON FOREIGN EXCHANGE RATE 37,707. North America 1 2 PROGRAM SERVICES Conferences and Educational Programs 204517 East Asia and the Pacific 1 7 PROGRAM SERVICES Conferences and Educational Programs 88840 Europe (Including Iceland & Greenland) 1 20 PROGRAM SERVICES Conferences and Educational Programs 206380 3 29 0 0 3 29 499737 0 499737 0 0 0 0 0 0 Part I, Line 2: THE COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION MONITORS THE USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES BY MONITORING GRANTS THROUGH THE FOREIGN AFFILIATES OF THE COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION EUROPE AND THE COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION-ASIA. THERE IS ONE GRANT FROM THE CARNEGIE FOUNDATION FOR AFRICAN ASSISTANCE WHICH IS MANAGED BY THE COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION. 1 Peter Buchanan Scholarship to attend the annual ASAP Conference 4 1600 CASE Research Awards 3 3000 Carnegie CASE Africa Conference Awards 16 12479 Foundation Award Recognition Gifts 1 498 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 384631 0 0 0 546 0 34851 0 6400 0 426428 0 0 0 Donald Falkenstein VP Business and Finance 164048 0 5000 0 1600 0 20037 0 8950 0 199635 0 0 0 Myron Mattocks VP Membership, Marketing, Ext Relati 173236 0 5000 0 1703 0 21496 0 6400 0 207835 0 0 0 Norma Walker VP Advancement Programs 146256 0 5000 0 1624 0 17248 0 8800 0 178928 0 0 0 Brett Chambers VP Volunteer and Member Engagement 137220 0 5000 0 376 0 16037 0 7900 0 166533 0 0 0 Robert Henry Exec. Dir. of Emerging Constituents 150461 0 0 0 475 0 16942 0 6400 0 174278 0 0 0 Robert Sullivan Senior Director of Membership Develo 143328 0 0 0 1299 0 15952 0 6400 0 166979 0 0 0 Brian Flahaven Direc. Legislative, Foundation & Rec 137430 0 0 0 148 0 14491 0 6400 0 158469 0 0 0 Daniel Woltman Senior Director of Marketing and Mem 134734 0 0 0 268 0 14441 0 11400 0 160843 0 0 0 John Lippincott Former President 95510 0 0 0 469413 0 13197 0 1600 0 579720 0 0 0 Part I, Line 4b tHE COUNCIL has a 457(f) plan and CONTRIBUTED $3,646 for John Lippincott for the tax year 2015. IN ADDITION, MR. LIPPINCOTT RECEIVED PAYMENTS FROM THE 457(F) PLAN TOTALING $469,413. 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 11 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 similiar 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: LOSS ON EXCHANGE RATE -37,707. Adjustment in OCI 60,824. FORM 990 PART XII, LINE 2C: THE AUDIT REVIEW PROCESS HAS REMAINed UNCHANGED FROM THE PRIOR YEAR. COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION EUROPE 5-11 WORSHIP STREET LONDON UK 986047959 case(EUROPE) CONDUCTS ACTIVITIES IN SURPPORT OF CHARITABLE FUND RAISERS UK 501(c)(3) Line 9 COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 0 COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION ASIA-PACIFIC 11 KENT RIDGE DRIVE SINGAPORE SN 980638414 case(A/P) CONDUCTS ACTIVITIES IN SURPPORT OF CHARITABLE FUND RAISERS SN 501(c)(3) Line 7 COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0