NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS INC (EIN 52-1512323)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201303179349300215
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T07:11:42-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1 |
| City | SOUTHFIELD | City |
| State | MI | State |
| ZIP Code | 480370307 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521512323 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Board for Professional Teaching | BusinessNameLine1 |
| Business Name Line2 | Standards Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 7034652700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 Wilson Blvd No 500 | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22209 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID M GESSNER | Name |
| Title | Interim CFO | Title |
| Phone | 7034652700 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John R Bebes | Name |
| PTIN | P00053776 | PTIN |
| Phone | 2483522500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Ronald Thorpe | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 Wilson Blvd No 500 | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 55596459 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.nbpts.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | The National Board for Professional Teaching Standards, Inc. is the gold standard for defining, developing, and assessing accomplished teaching practice to advance student learning and achievement. The National Board's process provides a proven framework for school improvement through job-embedded, integrated, and collaborative professional development across all developmental and content areas. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 102 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 30298 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 26118 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5935800 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4984632 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30416671 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25396422 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 70241 | InvestmentIncomePriorYear |
| Investment Income Current Year | 38995 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 64872 | OtherRevenuePriorYear |
| Other Revenue Current Year | 78059 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 36487584 | TotalRevenuePriorYear |
| Total Revenue Current Year | 30498108 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 549515 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 30000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10954926 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9609042 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 317681 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 28871509 | OtherExpensePriorYear |
| Other Expenses Current Year | 27185064 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 40375950 | TotalExpensesPriorYear |
| Total Expenses Current Year | 36824106 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3888366 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -6325998 | RevenuesLessExpensesCY |
| Total Assets BOY | 56308443 | TotalAssetsBOY |
| Total Assets EOY | 45662722 | TotalAssetsEOY |
| Total Liabilities BOY | 27436065 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23129336 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28872378 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22533386 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The mission of NBPTS is to advance student learning and achievement by establishing the definitive standards and systems for certifying accomplished educators, providing programs and advocating policies that support excellence in teaching and leading, and engaging National Board certified teachers and leaders in that process. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19863683 | Expense |
| Grants | 30000 | Grants |
| Revenue | 25396422 | Revenue |
| Description | Assessment and DeliveryThis program represents the core of National Board's operation, National Board Certification. Similar to Board certification in fields such as medicine, this rigorous, performance-based, peer-review process enables teachers to demonstrate that they meet the profession's highest standards of accomplished practice. Coinciding with the 25th anniversary of the National Board in 2012, the organization celebrated the significant milestone of surpassing 100,000 National Board Certified Teachers (NBCTs). These accomplished educators are advancing student learning and achievement across the country, representing all 50 states and 25 certificate areas, from Pre-K through 12th grade. The certification process is managed by staff in the National Board's Arlington, Virginia, headquarters, with all operational support (customer service, fee processing, materials management, etc.) carried out at the Board's San Antonio, Texas, Operations Center. Scoring of portfolio entries is performed under contract with a major international testing company. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7158246 | Expense |
| Description | Policy, Mobilization & OutreachUnder a new organizational structure, all external relations and policy development activities were merged with outreach efforts. This organizational shift reflected cross-cutting work toward a major strategic priority: Engaging National Board Certified Teachers (NBCTs) as advocates and leaders in elevating the profession. The National Board is active in education policy discussions in many states and in the federal government, working with both consultants and NBCTs to engage policy makers in Boards of Education, state legislatures, Congress and nonprofits working to promote excellence in teaching and learning. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4342648 | Expense |
| Description | Educator EffectivenessThis program focuses on the development and revision of National Board Standards, which are created by teachers, for teachers; the development of products and services aligned to the National Board's mission; and research to assess the impact of National Board Certification on student learning, achievement and the profession.Included in this program is the ongoing review and updating of the National Boards Standards. During 2012, the Certification Council recommended, and the Board of Directors adopted the revised Science standards.In 2012, the National Board began the development of ATLAS (Accomplished Teaching, Learning and Schools), a major new resource designed to help spread accomplished teaching throughout the profession. ATLAS is a unique online library of videos showing NBCTs at work in their classrooms, paired with their own written commentary on their instruction and students' learning. The National Board initiated partnerships with states and districts to pilot the development of ATLAS to support teachers across the educator career continuum, with work beginning in 2013 to pilot ATLAS in teacher preparation programs. This product is scheduled to be introduced to the broad market in 2014. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 31364577 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 120 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 102 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7034652700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 Wilson Blvd Suite 500 | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22209 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Gov Bob Wise | ||||||||
| Chair | 10.00 | X | X | 0 | 0 | 0 | ||
| Christy Levings | ||||||||
| Vice Chair | 10.00 | X | X | 0 | 0 | 0 | ||
| Catherine Anderson | ||||||||
| Director | 2.00 | X | 0 | 0 | 0 | |||
| Mary-Dean Barringer | ||||||||
| Director | 4.00 | X | 0 | 0 | 0 | |||
| Peggy Brookins | ||||||||
| Director | 4.00 | X | 0 | 0 | 0 | |||
| Kimberly Oliver Burnim | ||||||||
| Director | 3.50 | X | 0 | 0 | 0 | |||
| Liane Cismowski | ||||||||
| Director | 4.50 | X | 0 | 0 | 0 | |||
| Michael de la Torre | ||||||||
| Director | 3.50 | X | 0 | 0 | 0 | |||
| Daniel Domenech | ||||||||
| Director | 4.00 | X | 0 | 0 | 0 | |||
| Tammy Dunn | ||||||||
| Director | 4.00 | X | 0 | 0 | 0 | |||
| Cedrick Gray | ||||||||
| Director | 4.50 | X | 0 | 0 | 0 | |||
| Daniel Montgomery | ||||||||
| Director | 5.00 | X | 0 | 0 | 0 | |||
| Renee Moore | ||||||||
| Director | 5.50 | X | 0 | 0 | 0 | |||
| Maria Neira | ||||||||
| Director | 6.00 | X | 0 | 0 | 0 | |||
| Glenda Ritz | ||||||||
| Director | 5.50 | X | 0 | 0 | 0 | |||
| Haydee Rodriguez | ||||||||
| Director | 3.00 | X | 0 | 0 | 0 | |||
| Clarence Savoie | ||||||||
| Director | 4.50 | X | 0 | 0 | 0 | |||
| Susanne Silk | ||||||||
| Director | 2.00 | X | 0 | 0 | 0 | |||
| Ruth Ann Sweazy | ||||||||
| Director | 4.50 | X | 0 | 0 | 0 | |||
| Roger Tilles | ||||||||
| Director | 3.50 | X | 0 | 0 | 0 | |||
| Thomas Trang | ||||||||
| Director | 3.00 | X | 0 | 0 | 0 | |||
| Kimberly Ursetta | ||||||||
| Director | 3.50 | X | 0 | 0 | 0 | |||
| Dennis Van Roekel | ||||||||
| Director | 3.50 | X | 0 | 0 | 0 | |||
| Terri Vest | ||||||||
| Director | 3.00 | X | 0 | 0 | 0 | |||
| Lynette Wayne | ||||||||
| Director | 3.50 | X | 0 | 0 | 0 | |||
| Randi Weingarten | ||||||||
| Director | 2.00 | X | 0 | 0 | 0 | |||
| Kathleen Wiebke | ||||||||
| Director | 6.00 | X | 0 | 0 | 0 | |||
| Andy Coons | ||||||||
| Chief Operating Officer | 49.60 | X | X | 102530 | 0 | 20708 | ||
| Ronald Thorpe | ||||||||
| President & CEO | 52.50 | X | 361750 | 0 | 42190 | |||
| Niesa Brateman Halpern | ||||||||
| VP & Chief Financial Officer | 55.60 | X | 174062 | 0 | 21691 | |||
| Joan Auchter | ||||||||
| VP & Chief Innovation Officer | 49.00 | X | 36024 | 0 | 1072 | |||
| Mark Stephen Helgeson | ||||||||
| VP for New Business Development | 56.50 | X | 156397 | 0 | 37013 | |||
| Edward Trey Clifton | ||||||||
| Vice President Assessment | 45.70 | X | 167079 | 0 | 38325 | |||
| Marc D'Anjou | ||||||||
| Corporate Secretary | 38.50 | X | 76920 | 0 | 18681 | |||
| David Haselkorn | ||||||||
| Sr. VP for Institutional Advancement | 50.80 | X | 81211 | 0 | 17332 | |||
| Lisa Hill Stooksberry | ||||||||
| Sr. VP for Standards & Assessment | 48.10 | X | 195599 | 0 | 33885 | |||
| Amber Parker | ||||||||
| Sr. VP for Service & Delivery | 48.80 | X | 157452 | 0 | 44801 | |||
| David Gessner | ||||||||
| Interim Chief Financial Officer | 40.60 | X | 124416 | 0 | 33722 | |||
| Craig Thibaudeau | ||||||||
| Executive Director for Partnerships | 52.90 | 129448 | 0 | 27986 | X | |||
| Brian Lewis | ||||||||
| Chief Strategy Officer | 36.50 | 142570 | 0 | 22827 | X | |||
| Nancy Schwartz | ||||||||
| Regional Outreach Director | 34.20 | 168510 | 0 | 8011 | X | |||
| Joanne McKinney | ||||||||
| Chief Administrative Officer | 43.00 | 154443 | 0 | 37506 | X | |||
| Hubert Villareal | ||||||||
| Director Information Technology | 53.20 | 139386 | 0 | 8783 | X | |||
| Joseph Aguerrebere | ||||||||
| Former President & CEO | 0.00 | 165000 | 0 | 14494 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2532797 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 429027 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NCS Pearson Inc | |||||
| 5601 Green Valley Drive | Bloomington | MN | 55437 | Assessment & delivery services | 16122911 |
| Maine Department of Education | |||||
| 22 State House Station | Augusta | ME | 04333 | Program contractor | 1538158 |
| Glenborough Fund IX LLC | |||||
| 1525 Wilson Blvd | Arlington | VA | 22209 | Office rent | 661007 |
| SunTrust Bank | |||||
| PO Box 791250 | Baltimore | MD | 21279 | Credit card services | 562535 |
| PricewaterhouseCoopers LLP | |||||
| 2001 Ross Avenue Suite 1800 | Dallas | TX | 75201 | Consulting services | 458618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 4160858 | GovernmentGrants |
| All Other Contributions | 823774 | AllOtherContributions |
| Total Contributions | 4984632 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Candidate fees | 611710 | 25227657 | 25227657 |
| Atlas | 611710 | 108769 | 108769 |
| ACE/GMU Processing | 611710 | 44097 | 44097 |
| NBCT programs | 611710 | 15750 | 15750 |
| NBPTS Conference | 611710 | 149 | 149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25396422 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38995 | TotalRevenueColumn |
| Exclusion | $38,995 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 43764 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 43764 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25054587 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25054587 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Smart Brief | Description |
| Business Code | 519100 | BusinessCode |
| Total Revenue Column | 30298 | TotalRevenueColumn |
| Unrelated Business Revenue | 30298 | UnrelatedBusinessRevenue |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47761 | TotalRevenueColumn |
| Exclusion | $47,761 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 78059 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30498108 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25396422 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 30298 | UnrelatedBusinessRevenue |
| Exclusion | $86,756 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Program Services | 30000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2479699 | Total |
| Program Services | 911910 | ProgramServices |
| Management And General | 1507832 | ManagementAndGeneral |
| Fundraising | 59957 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4893417 | Total |
| Program Services | 3800718 | ProgramServices |
| Management And General | 958586 | ManagementAndGeneral |
| Fundraising | 134113 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375339 | Total |
| Program Services | 287424 | ProgramServices |
| Management And General | 81155 | ManagementAndGeneral |
| Fundraising | 6760 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1317776 | Total |
| Program Services | 1031337 | ProgramServices |
| Management And General | 266759 | ManagementAndGeneral |
| Fundraising | 19680 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 542811 | Total |
| Program Services | 367882 | ProgramServices |
| Management And General | 162935 | ManagementAndGeneral |
| Fundraising | 11994 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145446 | Total |
| Program Services | 38329 | ProgramServices |
| Management And General | 107117 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92075 | Total |
| Management And General | 92075 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333168 | Total |
| Program Services | 333168 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25301 | Total |
| Management And General | 25301 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4034539 | Total |
| Program Services | 3450154 | ProgramServices |
| Management And General | 584385 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21647 | Total |
| Program Services | 21647 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864255 | Total |
| Program Services | 732930 | ProgramServices |
| Management And General | 121247 | ManagementAndGeneral |
| Fundraising | 10078 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208358 | Total |
| Program Services | 137895 | ProgramServices |
| Management And General | 65954 | ManagementAndGeneral |
| Fundraising | 4509 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1040844 | Total |
| Program Services | 717813 | ProgramServices |
| Management And General | 299558 | ManagementAndGeneral |
| Fundraising | 23473 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 689847 | Total |
| Program Services | 520618 | ProgramServices |
| Management And General | 164364 | ManagementAndGeneral |
| Fundraising | 4865 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40 | Total |
| Management And General | 40 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376077 | Total |
| Program Services | 280227 | ProgramServices |
| Management And General | 95785 | ManagementAndGeneral |
| Fundraising | 65 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1196515 | Total |
| Program Services | 791875 | ProgramServices |
| Management And General | 378745 | ManagementAndGeneral |
| Fundraising | 25895 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59614 | Total |
| Program Services | 22908 | ProgramServices |
| Management And General | 35957 | ManagementAndGeneral |
| Fundraising | 749 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Assessment and delivery | 16121144 | 16121144 | |
| Performance based compe | 1559481 | 1559481 | |
| Temporary employees | 109698 | 107078 | 2620 |
| Teachers-in-Residence | 61134 | 61134 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245881 | Total |
| Program Services | 38905 | ProgramServices |
| Management And General | 191433 | ManagementAndGeneral |
| Fundraising | 15543 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36824106 | Total |
| Program Services | 31364577 | ProgramServices |
| Management And General | 5141848 | ManagementAndGeneral |
| Fundraising | 317681 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6061655 | BOY |
| EOY | 4593087 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40480861 | BOY |
| EOY | 32161558 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1454006 | BOY |
| EOY | 1518872 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675711 | BOY |
| EOY | 840594 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 13360 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110729 | BOY |
| EOY | 134761 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10055838 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4068882 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7124374 | BOY |
| EOY | 5986956 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 401107 | BOY |
| EOY | 413534 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56308443 | BOY |
| EOY | 45662722 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12010136 | BOY |
| EOY | 10484102 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15425929 | BOY |
| EOY | 12645234 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27436065 | BOY |
| EOY | 23129336 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27049228 | BOY |
| EOY | 20542935 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 773150 | BOY |
| EOY | 940451 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1050000 | BOY |
| EOY | 1050000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28872378 | BOY |
| EOY | 22533386 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56308443 | BOY |
| EOY | 45662722 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -6325998 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -12811 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -183 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1864852 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5258532 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6314424 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5935800 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4919317 | CurrentTaxYear |
| Total | 24292925 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1864852 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5258532 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6314424 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5935800 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4919317 | CurrentTaxYear |
| Total | 24292925 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1181560 | AmountsSubstContributorsTotal |
| Public Support Total170 | 23111365 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1386922 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 414341 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 125243 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 71786 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82759 | CurrentTaxYear |
| Total | 2081051 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 41571 | CurrentTaxYearMinus1Year |
| Current Tax Year | 108769 | CurrentTaxYear |
| Total | 150340 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55437 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38130 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45367 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22760 | CurrentTaxYearMinus1Year |
| Current Tax Year | 78059 | CurrentTaxYear |
| Total | 239753 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 26764069 | TotalSupport |
| Gross Receipts From Admissions Etc | 189673778 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.86350 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75680 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 665 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 625290 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 625955 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 36241915 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 36867870 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 815191 | CurrentYearMinus3 |
| Current Year Minus2 | 782388 | CurrentYearMinus2 |
| Current Year Minus1 | 772413 | CurrentYearMinus1 |
| Current Year | 625955 | CurrentYear |
| Total | 2995947 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 67560 | CurrentYearMinus3 |
| Current Year Minus2 | 27271 | CurrentYearMinus2 |
| Current Year Minus1 | 38864 | CurrentYearMinus1 |
| Current Year | 665 | CurrentYear |
| Total | 134360 | Total |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Organizations Direct and Indirect Political Campaign Activities: | Identifier |
| Return Reference | Part I-A, Line 1: | ReturnReference |
| Explanation | National Board conducts lobbying at both the state and federal levels. National Board does not engage in political or campaign activity. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1050000 | BeginningOfYearBalance |
| End Of Year Balance | 1050000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1050000 | BeginningOfYearBalance |
| End Of Year Balance | 1050000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1050000 | BeginningOfYearBalance |
| End Of Year Balance | 1050000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1050000 | BeginningOfYearBalance |
| End Of Year Balance | 1050000 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1050000 | BeginningOfYearBalance |
| End Of Year Balance | 1050000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 229641 | OtherCostOrOtherBasis |
| Depreciation | 221569 | Depreciation |
| Book Value | 8072 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2269301 | OtherCostOrOtherBasis |
| Depreciation | 2098427 | Depreciation |
| Book Value | 170874 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7556896 | OtherCostOrOtherBasis |
| Depreciation | 1748886 | Depreciation |
| Book Value | 5808010 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5986956 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 30505573 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -12811 | NetUnrealizedGainsInvestments |
| Other Revenues | 45584 | OtherRevenues |
| Revenue Not Rptd F990 | 32773 | RevenueNotRptdF990 |
| Revenue Subtotal | 30472800 | RevenueSubtotal |
| Investment Expenses Not Included | 25308 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 25308 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 30498108 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 36842562 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 43764 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 43764 | ExpensesNotRptdF990 |
| Expenses Subtotal | 36798798 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 25308 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 25308 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 36824106 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | To provide scholarships. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Organization and recognize a tax liability if the Organization has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS or other applicable taxing authorities. Management has analyzed the tax positions taken by the Organization and has concluded that as of December 31, 2012, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years prior to 2009. |
| Part XI, Line 2d - Other Adjustments: | Book/tax difference on disposition of assets. 1,820. Sublease income netted with expenses on Form 990 43,764. | |
| Part XII, Line 2d - Other Adjustments: | Sublease expenses netted with income on Form 990 43,764. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Allocation of scholarship funds to candidates for National Board Certification | TypeOfGrant |
| Number Of Recipients | 40 | NumberOfRecipients |
| Amount Of Cash Grant | 30000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Scholarships averaging $750 have been or will be allocated to approximately 40 candidates from various state jurisdictions in order to assist them in pursuing National Board Certification. Actual allocations to candidates' accounts will be done in a subsequent period. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ronald Thorpe | ||||||||||||||
| President & CEO | 324750 | 0 | 32000 | 0 | 5000 | 0 | 26796 | 0 | 15394 | 0 | 403940 | 0 | 0 | 0 |
| Niesa Brateman Halpern | ||||||||||||||
| VP & Chief Financial Officer | 101596 | 0 | 0 | 0 | 72466 | 0 | 8323 | 0 | 13368 | 0 | 195753 | 0 | 0 | 0 |
| Mark Stephen Helgeson | ||||||||||||||
| VP for New Business Development | 154397 | 0 | 2000 | 0 | 0 | 0 | 14698 | 0 | 22315 | 0 | 193410 | 0 | 0 | 0 |
| Edward Trey Clifton | ||||||||||||||
| Vice President Assessment | 165079 | 0 | 2000 | 0 | 0 | 0 | 15694 | 0 | 22631 | 0 | 205404 | 0 | 0 | 0 |
| Lisa Hill Stooksberry | ||||||||||||||
| Sr. VP for Standards & Assessment | 193599 | 0 | 2000 | 0 | 0 | 0 | 19236 | 0 | 14649 | 0 | 229484 | 0 | 0 | 0 |
| Amber Parker | ||||||||||||||
| Sr. VP for Service & Delivery | 155452 | 0 | 2000 | 0 | 0 | 0 | 14833 | 0 | 29968 | 0 | 202253 | 0 | 0 | 0 |
| David Gessner | ||||||||||||||
| Interim Chief Financial Officer | 122416 | 0 | 2000 | 0 | 0 | 0 | 11134 | 0 | 22588 | 0 | 158138 | 0 | 0 | 0 |
| Craig Thibaudeau | ||||||||||||||
| Executive Director for Partnerships | 113260 | 0 | 0 | 0 | 16188 | 0 | 9674 | 0 | 18312 | 0 | 157434 | 0 | 0 | 0 |
| Brian Lewis | ||||||||||||||
| Chief Strategy Officer | 130570 | 0 | 0 | 0 | 12000 | 0 | 12636 | 0 | 10191 | 0 | 165397 | 0 | 0 | 0 |
| Nancy Schwartz | ||||||||||||||
| Regional Outreach Director | 95412 | 0 | 2000 | 0 | 71098 | 0 | 7727 | 0 | 284 | 0 | 176521 | 0 | 0 | 0 |
| Joanne McKinney | ||||||||||||||
| Chief Administrative Officer | 154443 | 0 | 0 | 0 | 0 | 0 | 14796 | 0 | 22710 | 0 | 191949 | 0 | 0 | 0 |
| Joseph Aguerrebere | ||||||||||||||
| Former President & CEO | 0 | 0 | 0 | 0 | 165000 | 0 | 0 | 0 | 14494 | 0 | 179494 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | Under its "Wellness Benefits" program, organization provides reimbursement of a portion of eligible gym or health club membership for employees up to $150 annually. |
| Part I, Lines 4a-b | Joseph Aguerrebere, Former President & CEO - No contributions in 2012 Supplemental retirement plan Niesa Halpern, Nancy Schwartz, Hubert Villareal and Joseph Aguerrebere - Received severance payments in 2012 |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Andy Coons | NamePerson |
| Relationship With Organization | Andy Coons is the Chief Operating Officer | RelationshipWithOrganization |
| Purpose Of Loan | To assist in relocation | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $20,000 | OriginalPrincipalAmount |
| Balance Due | 13360 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 13360 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The 990 is prepared by the National Board's accounting firm, with close coordination of the Finance & Accounting Department. The draft Return is thoroughly reviewed by the Interim Chief Financial Officer and the President & CEO before acceptance for electronic filing. At the point at which the Return can be filed, a copy is posted on a secure web site for members of the Board of Directors to view. Comments may be addressed to NBPTS staff by members of the Board of Directors. After the comment period, the Return is electronically filed. | |
| Form 990, Part VI, Section B, line 12c | Board of Director members annually receive a list of substantial vendors and disclose any dealings with or interests in those vendors. Board members are expected to recuse themselves from any deliberations or votes where a conflict of interest may occur. Staff, including those whose positions are as corporate officers, are not required to make annual disclosures. Executive Committee of the Board is required to approve all contracts in excess of $250,000. | |
| Form 990, Part VI, Section B, line 15 | The CEO is a contract position whose duties and responsibilities are determined, supervised, and measured by the Executive Committee of the Board of Directors. Typically, an executive search firm is engaged to manage and oversee the selection process of the CEO position. The Executive Committee of the Board engages an independent compensation consultant to make recommendations as to appropriate compensation levels for the CEO, based on compensation of CEOs in similarly sized and located organizations. Deliberations and minutes of the Executive Committee are kept in the organization's records. NBPTS hires employees, including those at an officer or executive level, at market rates and provides salary increases based on equity adjustments and/or cost of living. NBPTS periodically compares salaries for its positions to external sources and uses the results of this review to make adjustments to correct market imbalances. Salary information for all levels of employees is provided annually to the Finance Committee. | |
| Form 990, Part VI, Section C, line 18 | The form 1023 and 990 may be obtained from the Director, Finance & Accounting. Form 990s are available on guidestar.org. | |
| Form 990, Part VI, Section C, line 19 | NBPTS included its revised bylaws with its 2006 Form 990, which is available to the public on guidestar.org. Individuals seeking a copy of the bylaws may contact NBPTS and a copy will be sent free of charge. The Conflict of Interest policy is an internal Board document and is not made available to the public. Financial statements are made available to entities who have a valid purpose for obtaining such information. | |
| Form 990, Part IX, line 11g | Consulting: Program service expenses 3,450,154. Management and general expenses 584,385. Fundraising expenses 0. Total expenses 4,034,539. | Other Fees |
| Form 990, Part XI, line 9: | Part XI Line 2d - Realized loss on investments -183. | Changes in Net Assets or Fund Balances: |