NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL BOARD FOR PROFESSIONAL TEACHING STANDARDS INC (EIN 52-1512323)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-11
- IRS object ID
- 201242859349300919
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-11T20:41:37-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 | 2012-10-11 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 82277233 | 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 | 112 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 41571 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 9529 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6314424 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5935800 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 44721213 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30416671 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 123207 | InvestmentIncomePriorYear |
| Investment Income Current Year | 70241 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 45367 | OtherRevenuePriorYear |
| Other Revenue Current Year | 64872 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 51204211 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36487584 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1531573 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 549515 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9894909 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10954926 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 394885 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32090779 | OtherExpensePriorYear |
| Other Expenses Current Year | 28871509 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 43517261 | TotalExpensesPriorYear |
| Total Expenses Current Year | 40375950 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7686950 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3888366 | RevenuesLessExpensesCY |
| Total Assets BOY | 66126763 | TotalAssetsBOY |
| Total Assets EOY | 56308443 | TotalAssetsEOY |
| Total Liabilities BOY | 33329054 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27436065 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 32797709 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 28872378 | 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 | 26560641 | Expense |
| Grants | 549515 | Grants |
| Revenue | 30416671 | Revenue |
| Description | Program Operations, Assessment, and DeliveryThe National Board for Professional Teaching Standards (National Board) develops rigorous standards for what accomplished teachers and other school-site leaders should know and be able to do, and develops and administers assessments against those standards in 25 preK-12 subject and developmental areas (e.g., literacy, English, math, science - ranging from early childhood through young adults). The National Board is the authoritative source for professional standards, practices and procedures that lead to improved teaching, leadership and student achievement.Since 1987, the National Board has established standards and provided the framework associated with accomplished practice as determined through a peer-developed and -reviewed performance-based process, similar to what exists in other professions. National Board Certification requires candidates to demonstrate, analyze, and reflect upon their teaching performances as captured on video and in comprehensive reflective analyses, in student work samples, and through assessments of content knowledge. Research shows that Board-certified teachers advance student achievement and that the certification process supports teacher retention and professional growth and teacher retention.The majority of the National Board's revenues and expenses pertain to its voluntary certification and recertification programs, where teachers must demonstrate content knowledge, strong pedagogical skills, and evidence of student learning in order to receive or maintain National Board Certification. Like board-certified professionals in other disciplines such as medicine or accounting, teachers who achieve National Board Certification have met high standards through study, expert evaluation, self-assessment and peer review. Additionally, Board Certified teachers must demonstrate that they have the skills to be recognized as education professionals. The National Board also offers Take One!(R)(TM), a professional development program that fosters improvement in teaching practices based on the National Board's high and rigorous teaching standards. Take One! requires the educator to learn the core propositions and standards associated with his/her certification area and to submit a rigorous portfolio entry, which is one of the entries required for submission for full certification. While full National Board Certification is generally pursued by teachers on an individual basis, the National Board encourages school-wide participation in Take One!, stimulating development of professional learning communities organized around accomplished teaching standards.The National Board performs ongoing activities to keep its standards up-to-date and ensure that its testing process is valid and efficient, in addition to administering the ongoing delivery and assessment process. The operations of the certification, recertification, and Take One! programs are performed by the National Board staff located in the National Board's headquarters office in Arlington, Virginia, in its customer support center in San Antonio, Texas, and by a professional testing contractor. Payments to the testing contractor constitute the majority of expenses in this program.Funded by a grant from a major corporation, the National Board created a professional development program for math teachers in the United States, based on the National Board's architecture of accomplished teaching, which is a key component of the National Board's certification process. The program, Accomplished Mathematics Instruction, was launched in 2010 and provides online education for middle and high school math teachers, including pre-service teachers. Over the series of courses, teachers identify learning goals for math lessons, determine how different types of goals connect, and define how students show evidence of achieving those goals. By identifying aspects that are most difficult in the teaching of mathematics and promoting the high standards of National Board Certification, the National Board is providing educators with the tools they need to educate and inspire the next generation of engineers, mathematicians, scientists and world leaders.In a course similar to that taken with the Accomplished Math Instruction program, the National Board received funding from a large corporation for the development of an online professional development program for middle and high school science teachers. In 2010, the National Board began an in-depth analysis of nationwide student science test scores and student achievement. A committee to establish rigorous standards for the science training curriculum was also created. Work commenced on the development of this program in 2011.In 2010, the National Board completed development of the standards for, and began preparations to pilot test, a new certification for school principals. The Principal Certification Program defines and validates the standards that identify an accomplished, effective and results-oriented school principal. The National Board's analysis shows that principals support the prospect of advanced certification that recognizes the importance of instructional leadership, organizational change and community involvement, as well as the principal's essential role in school management. In a recent National Board survey, 83 percent of school leader respondents and 69 percent of district leader respondents expressed interest in advanced principal certification. Both school- and district-level leaders were most interested in a certification that would better prepare principals to lead systemic instructional improvement. The program was field-tested commencing in 2010 and pilot tested commencing in 2011. The Student Learning, Student Achievement Task Force, a group made up of American scholars, was established in 2010 to explore how teachers should be assessed in the areas of school improvement - specifically to tease out and research the definitions of student learning or progress over time, versus student achievement or results of standardized testing. The report from the group provided principles for selecting and using large-scale assessments to evaluate instruction. The report also addressed how the National Board Certification Process can be used more effectively to measure accomplished teachers' contributions to student learning, and how those lessons can best be shared with the field. The final report from the task force was shared in a webcast in early 2011.The National Board also continues to offer candidate support provider training to National Board Certified Teachers (and others) who are new or experienced providers of support to candidates for National Board Certification and Take One!. The curriculum serves as a foundation for all candidate and Take One! support efforts and programs.With funding from a major foundation, The National Board has been engaged for the past three years with a large urban county to transform seven schools feeding into a chronically low performing high school, along with the high school itself. This transformation program leverages the core programs and services of the National Board in a scalable model that drives sustainable change. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5846695 | Expense |
| Description | Strategy, Recruitment and PolicyThe National Board relies on its employees, consultants, and National Board Certified Teachers (NBCTs) to inform teachers, schools, and school districts about the services offered by the National Board to enhance student learning. The National Board, its consultants, and NBCTs meet with teachers, principals and superintendents at conferences, meetings, and in-person to share information about the National Board and National Board Certification. Included in these expenses are not only salary and consulting costs, but also the cost of travel associated with reaching the stakeholders. As of December 2011, close to 100,000 teachers have successfully achieved National Board Certification.A central focus for the National Board is increasing the numbers of National Board Certified Teachers in high-need schools. Currently, over half of all NBCTs are teaching in schools eligible for Title I funding. In addition, over half of NBCTs teach in schools where 40 percent of students receive free and reduced lunch. In recent years, approximately half of all new NBCTs teach in these schools. Using funding from the federal government, The National Board created a Targeted High Need Initiative (THNI) program to increase teacher quality and student achievement in high-need schools through the recruitment and support of new and experienced teachers pursuing National Board Certification. THNI accelerates the development of an infrastructure for National Board Certification in high-need communities that can serve as a model of best practices and cost effectiveness. In 2011 and earlier years, The National Board worked with schools, state and local education agencies, institutions of higher education and other professional education organizations, as appropriate, to create the Comprehensive Candidate Support Centers that support the THNI initiative. THNI, when combined with the National Board program Take One!, is proving particularly effective in developing professional learning communities and improving student learning in high-need schools. For example, a study commissioned by the National Board found that a large majority of teachers in high-need schools report that Take One! improved the quality of their instructional planning and implementation.The National Board DREAM Team (Direct Recruiting Efforts to Attract Minorities) is another high-need school-focused initiative that is designed to heighten awareness of, and interest in, what National Board Certification means for teachers and students of color. The National Board has partnered with several major national corporations and foundations to develop specialized programs for recruitment and support of both minority and geographically-segmented target groups for National Board Certification.The National Board works closely with state legislatures and key stakeholders to ensure funding of the National Board's programs. These efforts are accomplished by a combination of The National Board staff and consultants/lobbyists working at the state level. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1179875 | Expense |
| Description | CommunicationsThe National Board's mission is to increase awareness among key stakeholders about National Board Certification and its role in improving teacher effectiveness, student learning/achievement, education leadership, and teacher retention. Since National Board Certification is voluntary, the National Board works closely with the business and education communities, administrators and others to increase awareness of the positive impact of National Board Certified Teachers on student learning and achievement - as well as to educate and inform teachers about the benefits of becoming a National Board Certified Teacher. The National Board develops and distributes communications materials; presents and exhibits at national education conferences; and develops and implements effective communications outreach strategies targeting state, local, regional and national audiences. During 2011, a major rebranding of the National Boards printed material was enacted, as well as the commencement of a redesign of the National Board's Website. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 907523 | Expense |
| Revenue | 0 | Revenue |
| Description | Other Program ServicesThrough research partnerships, the National Board investigates and enhances the implementation, efficacy, and impact of our programs and services for effective teaching, leading, and learning. In 2010, the National Board's research focused on the level of implementation of Take One! programs using methods including case studies. The National Board is presently conducting research on how the National Board Certification process improves practice using multiple measures to gauge effects.Higher Education initiatives work with strategic partners such as Schools, Colleges, and Departments of Education (SCDEs) and higher education organizations to imbed National Board Standards and assessments in the initial and continuing preparation of teachers, so that all institutions of higher education will look toward the National Board as the expert in accomplished teaching. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 907523 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 34494734 | 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 189 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 112 | 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 (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| 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 | 3.50 | 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 | |||
| J Andrew Coons | ||||||||
| Director | 3.50 | 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 | |||
| Kimberyl 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 | |||
| Ronald Thorpe | ||||||||
| President & CEO | 42.00 | X | 39442 | 0 | 2028 | |||
| Joseph Aguerrebere | ||||||||
| President & CEO | 47.00 | X | 385077 | 0 | 48344 | |||
| Niesa Brateman Halpern | ||||||||
| VP & Chief Financial Officer | 56.00 | X | 218791 | 0 | 46247 | |||
| Joan Auchter | ||||||||
| VP & Chief Innovation Officer | 60.00 | X | 215399 | 0 | 44556 | |||
| Mark Stephen Helgeson | ||||||||
| VP for New Business Development | 47.00 | X | 157781 | 0 | 38025 | |||
| Mary Dilworth | ||||||||
| VP for Research & Higher Ed | 42.00 | X | 154959 | 0 | 18482 | |||
| Treopia Washington | ||||||||
| VP for Partnerships | 25.00 | X | 96644 | 0 | 3385 | |||
| Marc D'Anjou | ||||||||
| Corporate Secretary | 40.00 | X | 76790 | 0 | 19020 | |||
| Brian Lewis | ||||||||
| Chief Strategy Officer | 50.00 | 229904 | 0 | 39368 | X | |||
| Michael Farley | ||||||||
| Chief Development Officer | 38.00 | 171038 | 0 | 40213 | X | |||
| Lisa Hill Stooksberry | ||||||||
| Chief Standards & Assessment Officer | 46.00 | 133214 | 0 | 26636 | X | |||
| Anna Davis | ||||||||
| Executive Director for Policy | 45.00 | 162997 | 0 | 21127 | X | |||
| Amber Parker | ||||||||
| Chief Customer Officer | 44.00 | 130473 | 0 | 42625 | X | |||
| Craig Thibaudeau | ||||||||
| Executive Director for Partnerships | 51.00 | 140019 | 0 | 35676 | X | |||
| James Minichello | ||||||||
| Director of Media Relations | 41.00 | 140275 | 0 | 31253 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2452803 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 456985 | TotalOtherCompensation |
| Number Individuals GT100 K | 22 | NumberIndividualsGT100K |
| Formers Listed | 0 | 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 | 19243070 |
| CIGNA Healthcare | |||||
| PO Box 644546 | Pittsburgh | PA | 15264 | Medical insurance | 1151349 |
| Glenborough Fund IX LLC | |||||
| 1525 Wilson Blvd | Arlington | VA | 22209 | Office rent | 632373 |
| Leibman Associates Inc | |||||
| 4316 Windom Place NW | Washington | DC | 20016 | Consulting services | 352046 |
| Maine Department of Education | |||||
| 22 State House Station | Augusta | ME | 04333 | Program contractor | 342052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 5051045 | GovernmentGrants |
| All Other Contributions | 884755 | AllOtherContributions |
| Total Contributions | 5935800 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Candidate fees | 611710 | 30109035 | 30109035 |
| NBPTS Conference | 611710 | 165164 | 165164 |
| NBCT programs | 611710 | 79771 | 79771 |
| ACE/GMU Processing | 611710 | 59280 | 59280 |
| JSU-NSF Contract | 611710 | 3421 | 3421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30416671 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 71786 | TotalRevenueColumn |
| Exclusion | $71,786 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 45788104 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 45789649 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1545 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1545 | TotalRevenueColumn |
| Exclusion | -$1,545 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| SnartBrief | 519100 | 41571 | 41571 | |
| Publications & Product | 900099 | 6625 | $6,625 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16676 | TotalRevenueColumn |
| Exclusion | $16,676 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 64872 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36487584 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30416671 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 41571 | UnrelatedBusinessRevenue |
| Exclusion | $93,542 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 549515 | Total |
| Program Services | 549515 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1978101 | Total |
| Program Services | 963239 | ProgramServices |
| Management And General | 831941 | ManagementAndGeneral |
| Fundraising | 182921 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6026974 | Total |
| Program Services | 4715506 | ProgramServices |
| Management And General | 1255876 | ManagementAndGeneral |
| Fundraising | 55592 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 474796 | Total |
| Program Services | 363988 | ProgramServices |
| Management And General | 106225 | ManagementAndGeneral |
| Fundraising | 4583 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2030495 | Total |
| Program Services | 1564957 | ProgramServices |
| Management And General | 446293 | ManagementAndGeneral |
| Fundraising | 19245 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 444560 | Total |
| Program Services | 323096 | ProgramServices |
| Management And General | 111818 | ManagementAndGeneral |
| Fundraising | 9646 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107399 | Total |
| Program Services | 60540 | ProgramServices |
| Management And General | 46859 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92595 | Total |
| Management And General | 92595 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 474625 | Total |
| Program Services | 474625 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13181 | Total |
| Management And General | 13181 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4016504 | Total |
| Program Services | 3098003 | ProgramServices |
| Management And General | 899001 | ManagementAndGeneral |
| Fundraising | 19500 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6301 | Total |
| Program Services | 6301 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1057397 | Total |
| Program Services | 882746 | ProgramServices |
| Management And General | 162600 | ManagementAndGeneral |
| Fundraising | 12051 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211410 | Total |
| Program Services | 152804 | ProgramServices |
| Management And General | 52745 | ManagementAndGeneral |
| Fundraising | 5861 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1149543 | Total |
| Program Services | 830874 | ProgramServices |
| Management And General | 286302 | ManagementAndGeneral |
| Fundraising | 32367 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 907721 | Total |
| Program Services | 674933 | ProgramServices |
| Management And General | 232788 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 878471 | Total |
| Program Services | 733653 | ProgramServices |
| Management And General | 144818 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 743464 | Total |
| Program Services | 537365 | ProgramServices |
| Management And General | 185489 | ManagementAndGeneral |
| Fundraising | 20610 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63980 | Total |
| Program Services | 29897 | ProgramServices |
| Management And General | 32936 | ManagementAndGeneral |
| Fundraising | 1147 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Assessment and Delivery | 17817077 | 17817077 | ||
| Payroll accruals and ad | 346859 | 47509 | 278499 | 20851 |
| Temporary employees | 253627 | 243985 | 9642 | |
| Teachers-In-Residence | 211072 | 211072 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 520283 | Total |
| Program Services | 213049 | ProgramServices |
| Management And General | 296723 | ManagementAndGeneral |
| Fundraising | 10511 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40375950 | Total |
| Program Services | 34494734 | ProgramServices |
| Management And General | 5486331 | ManagementAndGeneral |
| Fundraising | 394885 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6440785 | BOY |
| EOY | 6061655 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43957447 | BOY |
| EOY | 40480861 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6495305 | BOY |
| EOY | 1454006 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 714375 | BOY |
| EOY | 675711 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331122 | BOY |
| EOY | 110729 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9996743 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2872369 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7671636 | BOY |
| EOY | 7124374 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 516093 | BOY |
| EOY | 401107 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66126763 | BOY |
| EOY | 56308443 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14096361 | BOY |
| EOY | 12010136 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19232693 | BOY |
| EOY | 15425929 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33329054 | BOY |
| EOY | 27436065 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29988531 | BOY |
| EOY | 27049228 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1759178 | BOY |
| EOY | 773150 | 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 | 32797709 | BOY |
| EOY | 28872378 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66126763 | BOY |
| EOY | 56308443 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3888366 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -36965 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 2186400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1864852 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5258532 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6314424 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5935800 | CurrentTaxYear |
| Total | 21560008 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2186400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1864852 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5258532 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6314424 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5935800 | CurrentTaxYear |
| Total | 21560008 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1857908 | AmountsSubstContributorsTotal |
| Public Support Total170 | 19702100 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2229011 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1386922 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 414341 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 125243 | CurrentTaxYearMinus1Year |
| Current Tax Year | 71786 | CurrentTaxYear |
| Total | 4227303 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 41571 | CurrentTaxYear |
| Total | 41571 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43596 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 55437 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38130 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 45367 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22760 | CurrentTaxYear |
| Total | 205290 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 26034172 | TotalSupport |
| Gross Receipts From Admissions Etc | 204946865 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.75680 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69100 | 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 | 38864 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 733549 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 772413 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 39603537 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 40375950 | 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 | 712308 | CurrentYearMinus3 |
| Current Year Minus2 | 815191 | CurrentYearMinus2 |
| Current Year Minus1 | 782388 | CurrentYearMinus1 |
| Current Year | 772413 | CurrentYear |
| Total | 3082300 | 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 | 91682 | CurrentYearMinus3 |
| Current Year Minus2 | 67560 | CurrentYearMinus2 |
| Current Year Minus1 | 27271 | CurrentYearMinus1 |
| Current Year | 38864 | CurrentYear |
| Total | 225377 | 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 |
| 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 | 218445 | Depreciation |
| Book Value | 11196 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2225707 | OtherCostOrOtherBasis |
| Depreciation | 1965604 | Depreciation |
| Book Value | 260103 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7541395 | OtherCostOrOtherBasis |
| Depreciation | 688320 | Depreciation |
| Book Value | 6853075 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7124374 | TotalOfBookValueLandBuildings |
| Total Revenue | 36487584 | TotalRevenue |
| Total Expenses | 40375950 | TotalExpenses |
| Excess Or Deficit For Year | -3888366 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -19988 | NetUnrealizedGLOnInvestments |
| Other | -$16,977 | OtherAmount |
| Total Adjustments | -36965 | TotalAdjustments |
| Excess Or Deficit Per FS | -3925331 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 36437438 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -19988 | NetUnrealizedGainsInvestments |
| Other Revenues | -16977 | OtherRevenues |
| Revenue Not Rptd F990 | -36965 | RevenueNotRptdF990 |
| Revenue Subtotal | 36474403 | RevenueSubtotal |
| Investment Expenses Not Included | 13181 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 13181 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 36487584 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 40362769 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 40362769 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 13181 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 13181 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 40375950 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (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: | 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, 2011, 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 2008. |
| Part XI, Line 8 - Other Adjustments: | Part XI, Line 2d - Book/tax difference on disposition of assets. -16,977. | |
| Part XII, Line 2d - Other Adjustments: | Book/tax difference on disposition of assets. -16,977. |
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 | 733 | NumberOfRecipients |
| Amount Of Cash Grant | 549515 | 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 733 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 (15 entries)
| 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 | |||||||||||||
| 24205 | 0 | 0 | 0 | 15237 | 0 | 1936 | 0 | 92 | 0 | 41470 | 0 | 0 | 0 |
| Joseph Aguerrebere | |||||||||||||
| 164465 | 0 | 0 | 0 | 220612 | 0 | 15557 | 0 | 32787 | 0 | 433421 | 0 | 0 | 0 |
| Niesa Brateman Halpern | |||||||||||||
| 195315 | 0 | 20000 | 0 | 3476 | 0 | 22523 | 0 | 23724 | 0 | 265038 | 0 | 0 | 0 |
| Joan Auchter | |||||||||||||
| 192690 | 0 | 20000 | 0 | 2709 | 0 | 22187 | 0 | 22369 | 0 | 259955 | 0 | 0 | 0 |
| Mark Stephen Helgeson | |||||||||||||
| 155704 | 0 | 0 | 0 | 2077 | 0 | 15059 | 0 | 22966 | 0 | 195806 | 0 | 0 | 0 |
| Mary Dilworth | |||||||||||||
| 81751 | 0 | 0 | 0 | 73208 | 0 | 6709 | 0 | 11773 | 0 | 173441 | 0 | 0 | 0 |
| Treopia Washington | |||||||||||||
| 39530 | 0 | 0 | 0 | 57114 | 0 | 3231 | 0 | 154 | 0 | 100029 | 0 | 0 | 0 |
| Marc D'Anjou | |||||||||||||
| 76670 | 0 | 0 | 0 | 120 | 0 | 6134 | 0 | 12886 | 0 | 95810 | 0 | 0 | 0 |
| Brian Lewis | |||||||||||||
| 229048 | 0 | 0 | 0 | 856 | 0 | 23214 | 0 | 16154 | 0 | 269272 | 0 | 0 | 0 |
| Michael Farley | |||||||||||||
| 158900 | 0 | 10000 | 0 | 2138 | 0 | 16608 | 0 | 23605 | 0 | 211251 | 0 | 0 | 0 |
| Lisa Hill Stooksberry | |||||||||||||
| 132827 | 0 | 0 | 0 | 387 | 0 | 11890 | 0 | 14746 | 0 | 159850 | 0 | 0 | 0 |
| Anna Davis | |||||||||||||
| 162230 | 0 | 0 | 0 | 767 | 0 | 15851 | 0 | 5276 | 0 | 184124 | 0 | 0 | 0 |
| Amber Parker | |||||||||||||
| 129314 | 0 | 0 | 0 | 1159 | 0 | 11606 | 0 | 31019 | 0 | 173098 | 0 | 0 | 0 |
| Craig Thibaudeau | |||||||||||||
| 138347 | 0 | 0 | 0 | 1672 | 0 | 13043 | 0 | 22633 | 0 | 175695 | 0 | 0 | 0 |
| James Minichello | |||||||||||||
| 69980 | 0 | 0 | 0 | 70295 | 0 | 5900 | 0 | 25353 | 0 | 171528 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | Organization paid for social club fees on behalf of prior CEO to be used for business meetings at convenient downtown location. 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, Line 1b | Allowable social club fees were delineated in prior CEO's employment contract. |
| Part I, Lines 4a-b | Joseph Aguerrebere, Former President & CEO - No contributions in 2011 Supplemental retirement plan |
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 Accounting Department staff. The final work is reviewed by the Interim Chief Financial Officer. The Return is reviewed next by the President & CEO before forwarding to NBPTS' accounting firm for electronic filing analysis. At this stage, NBPTS' accountants review the Return for any discrepancies that may cause errors in electronic filing and perform an overall review of the content. 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, suspervised, 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 VII | Gov. Bob Wise - 1525 Wilson Blvd, #500, Arlington, VA 22209. Christy Levings - 1525 Wilson Blvd, #500, Arlington, VA 22209. Catherine Anderson - 1525 Wilson Blvd, #500, Arlington, VA 22209. Mary-Dean Barringer - 1525 Wilson Blvd, #500, Arlington, VA 22209. Peggy Brookins - 1525 Wilson Blvd, #500, Arlington, VA 22209. Kimberly Oliver Burnim - 1525 Wilson Blvd, #500, Arlington, VA 22209. Liane Cismowski - 1525 Wilson Blvd, #500, Arlington, VA 22209. J. Andrew Coons - 1525 Wilson Blvd, #500, Arlington, VA 22209. Michael de la Torre - 1525 Wilson Blvd, #500, Arlington, VA 22209. Daniel Domenech - 1525 Wilson Blvd, #500, Arlington, VA 22209. Tammy Dunn - 1525 Wilson Blvd, #500, Arlington, VA 22209. Cedrick Gray - 1525 Wilson Blvd, #500, Arlington, VA 22209. Daniel Montgomery - 1525 Wilson Blvd, #500, Arlington, VA 22209. Renee Moore - 1525 Wilson Blvd, #500, Arlington, VA 22209. Maria Neira - 1525 Wilson Blvd, #500, Arlington, VA 22209. Glenda Ritz - 1525 Wilson Blvd, #500, Arlington, VA 22209. Haydee Rodriguez - 1525 Wilson Blvd, #500, Arlington, VA 22209. Clarence Savoie - 1525 Wilson Blvd, #500, Arlington, VA 22209. Susanne Silk - 1525 Wilson Blvd, #500, Arlington, VA 22209. Ruth Ann Sweazy - 1525 Wilson Blvd, #500, Arlington, VA 22209. Roger Tilles - 1525 Wilson Blvd, #500, Arlington, VA 22209. Thomas Trang - 1525 Wilson Blvd, #500, Arlington, VA 22209. Kimberyl Ursetta - 1525 Wilson Blvd, #500, Arlington, VA 22209. Dennis Van Roekel - 1525 Wilson Blvd, #500, Arlington, VA 22209. Terri Vest - 1525 Wilson Blvd, #500, Arlington, VA 22209. Lynette Wayne - 1525 Wilson Blvd, #500, Arlington, VA 22209. Randi Weingarten - 1525 Wilson Blvd, #500, Arlington, VA 22209. Kathleen Wiebke - 1525 Wilson Blvd, #500, Arlington, VA 22209. Ronald Thorpe - 1525 Wilson Blvd, #500, Arlington, VA 22209. Joseph Aguerrebere - 1525 Wilson Blvd, #500, Arlington, VA 22209. Niesa Brateman Halpern - 1525 Wilson Blvd, #500, Arlington, VA 22209. Joan Auchter - 1525 Wilson Blvd, #500, Arlington, VA 22209. Mark Stephen Helgeson - 1525 Wilson Blvd #500, Arlington, VA 22209. Mary Dilworth - 1525 Wilson Blvd #500, Arlington, VA 22209. Treopia Washington - 1525 Wilson Blvd #500, Arlington, VA 22209. Marc D'Anjou - 1525 Wilson Blvd #500, Arlington, VA 22209. Brian Lewis - 1525 Wilson Blvd #500, Arlington, VA 22209. Michael Farley - 1525 Wilson Blvd #500, Arlington, VA 22209. Lisa Hill Stooksberry - 1525 Wilson Blvd, #500, Arlington, VA 22209. Anna Davis - 1525 Wilson Blvd, #500, Arlington, VA 22209. Amber Parker - 1525 Wilson Blvd, #500, Arlington, VA 22209. Craig Thibaudeau - 1525 Wilson Blvd #500, arlington, VA 22209. James Minichello - 1525 Wilson Blvd #500, Arlington, VA 22209. | Contact Addresses for Officers, Directors, Etc |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -19,988. Part XI, Line 2d - Book/tax difference on disposition of assets. -16,977. Total to Form 990, Part XI, Line 5: -36,965. | Changes in Net Assets or Fund Balances: |