2013-11-13T07:11:42-06:00 2012-12-31 381357951 PLANTE & MORAN PLLC PO BOX 307 SOUTHFIELD MI 480370307 990 2012-01-01 521512323 National Board for Professional Teaching Standards Inc NATI 7034652700 1525 Wilson Blvd No 500 Arlington VA 22209 DAVID M GESSNER 7034652700 2013-11-12 1 John R Bebes P00053776 2483522500 2012 2016-02-24 21:20:13Z Ronald Thorpe 1525 Wilson Blvd No 500 Arlington VA 22209 55596459 0 X www.nbpts.org X 1987 DE 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. 27 27 102 0 30298 26118 5935800 4984632 30416671 25396422 70241 38995 64872 78059 36487584 30498108 549515 30000 0 0 10954926 9609042 0 0 317681 28871509 27185064 40375950 36824106 -3888366 -6325998 56308443 45662722 27436065 23129336 28872378 22533386 X 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. 0 0 19863683 30000 25396422 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. 7158246 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. 4342648 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. 31364577 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 120 0 1 102 1 1 1 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 AL AL AR AK CA CO FL GA HI IL KS KY ME MA MD MI MN MI MO NH NJ NY NM NC ND OH OK OR PA RI SC TN UT VI WA WV WI X The Organization 7034652700 1525 Wilson Blvd Suite 500 Arlington VA 22209 Gov Bob Wise 10.00 X X 0 0 0 Christy Levings 10.00 X X 0 0 0 Catherine Anderson 2.00 X 0 0 0 Mary-Dean Barringer 4.00 X 0 0 0 Peggy Brookins 4.00 X 0 0 0 Kimberly Oliver Burnim 3.50 X 0 0 0 Liane Cismowski 4.50 X 0 0 0 Michael de la Torre 3.50 X 0 0 0 Daniel Domenech 4.00 X 0 0 0 Tammy Dunn 4.00 X 0 0 0 Cedrick Gray 4.50 X 0 0 0 Daniel Montgomery 5.00 X 0 0 0 Renee Moore 5.50 X 0 0 0 Maria Neira 6.00 X 0 0 0 Glenda Ritz 5.50 X 0 0 0 Haydee Rodriguez 3.00 X 0 0 0 Clarence Savoie 4.50 X 0 0 0 Susanne Silk 2.00 X 0 0 0 Ruth Ann Sweazy 4.50 X 0 0 0 Roger Tilles 3.50 X 0 0 0 Thomas Trang 3.00 X 0 0 0 Kimberly Ursetta 3.50 X 0 0 0 Dennis Van Roekel 3.50 X 0 0 0 Terri Vest 3.00 X 0 0 0 Lynette Wayne 3.50 X 0 0 0 Randi Weingarten 2.00 X 0 0 0 Kathleen Wiebke 6.00 X 0 0 0 Andy Coons 49.60 X X 102530 0 20708 Ronald Thorpe 52.50 X 361750 0 42190 Niesa Brateman Halpern 55.60 X 174062 0 21691 Joan Auchter 49.00 X 36024 0 1072 Mark Stephen Helgeson 56.50 X 156397 0 37013 Edward Trey Clifton 45.70 X 167079 0 38325 Marc D'Anjou 38.50 X 76920 0 18681 David Haselkorn 50.80 X 81211 0 17332 Lisa Hill Stooksberry 48.10 X 195599 0 33885 Amber Parker 48.80 X 157452 0 44801 David Gessner 40.60 X 124416 0 33722 Craig Thibaudeau 52.90 X 129448 0 27986 Brian Lewis 36.50 X 142570 0 22827 Nancy Schwartz 34.20 X 168510 0 8011 Joanne McKinney 43.00 X 154443 0 37506 Hubert Villareal 53.20 X 139386 0 8783 Joseph Aguerrebere 0.00 X 165000 0 14494 2532797 0 429027 14 1 1 0 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 5 4160858 823774 4984632 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 25396422 38995 38995 43764 43764 0 25054587 25054587 0 Smart Brief 519100 30298 30298 47761 47761 78059 30498108 25396422 30298 86756 X 30000 30000 2479699 911910 1507832 59957 4893417 3800718 958586 134113 375339 287424 81155 6760 1317776 1031337 266759 19680 542811 367882 162935 11994 145446 38329 107117 92075 92075 333168 333168 25301 25301 4034539 3450154 584385 21647 21647 864255 732930 121247 10078 208358 137895 65954 4509 1040844 717813 299558 23473 689847 520618 164364 4865 40 40 376077 280227 95785 65 1196515 791875 378745 25895 59614 22908 35957 749 Assessment and delivery 16121144 16121144 Performance based compe 1559481 1559481 Temporary employees 109698 107078 2620 Teachers-in-Residence 61134 61134 245881 38905 191433 15543 36824106 31364577 5141848 317681 6061655 4593087 40480861 32161558 1454006 1518872 675711 840594 13360 110729 134761 10055838 4068882 7124374 5986956 401107 413534 56308443 45662722 12010136 10484102 15425929 12645234 27436065 23129336 X 27049228 20542935 773150 940451 1050000 1050000 28872378 22533386 56308443 45662722 X -6325998 -12811 -183 X 0 1 X 1 1 1 X 1864852 5258532 6314424 5935800 4919317 24292925 1864852 5258532 6314424 5935800 4919317 24292925 1181560 23111365 1386922 414341 125243 71786 82759 2081051 41571 108769 150340 55437 38130 45367 22760 78059 239753 26764069 189673778 0.86350 0.75680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 665 625290 625955 36241915 36867870 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 815191 782388 772413 625955 2995947 250000 250000 250000 250000 1000000 1500000 67560 27271 38864 665 134360 Organizations Direct and Indirect Political Campaign Activities: Part I-A, Line 1: National Board conducts lobbying at both the state and federal levels. National Board does not engage in political or campaign activity. 1050000 1050000 1050000 1050000 1050000 1050000 1050000 1050000 1050000 1050000 0.00000 1.00000 0.00000 1 0 229641 221569 8072 2269301 2098427 170874 7556896 1748886 5808010 5986956 X 30505573 -12811 45584 32773 30472800 25308 25308 30498108 36842562 43764 43764 36798798 25308 25308 36824106 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. 1 Allocation of scholarship funds to candidates for National Board Certification 40 30000 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 Ronald Thorpe 324750 0 32000 0 5000 0 26796 0 15394 0 403940 0 0 0 Niesa Brateman Halpern 101596 0 0 0 72466 0 8323 0 13368 0 195753 0 0 0 Mark Stephen Helgeson 154397 0 2000 0 0 0 14698 0 22315 0 193410 0 0 0 Edward Trey Clifton 165079 0 2000 0 0 0 15694 0 22631 0 205404 0 0 0 Lisa Hill Stooksberry 193599 0 2000 0 0 0 19236 0 14649 0 229484 0 0 0 Amber Parker 155452 0 2000 0 0 0 14833 0 29968 0 202253 0 0 0 David Gessner 122416 0 2000 0 0 0 11134 0 22588 0 158138 0 0 0 Craig Thibaudeau 113260 0 0 0 16188 0 9674 0 18312 0 157434 0 0 0 Brian Lewis 130570 0 0 0 12000 0 12636 0 10191 0 165397 0 0 0 Nancy Schwartz 95412 0 2000 0 71098 0 7727 0 284 0 176521 0 0 0 Joanne McKinney 154443 0 0 0 0 0 14796 0 22710 0 191949 0 0 0 Joseph Aguerrebere 0 0 0 0 165000 0 0 0 14494 0 179494 0 0 0 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 Andy Coons Andy Coons is the Chief Operating Officer To assist in relocation X 20000 13360 0 1 1 13360 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. Other Fees 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: Part XI Line 2d - Realized loss on investments -183.