2011-10-24T08:34:20-05:00 2010-12-31 990 2010-01-01 521512323 National Board for Professional Teaching Standards Inc NATI 7034652700 1525 Wilson Blvd No 500 Arlington VA 22209 NIESA BRATEMAN HALPERN 7034652700 2011-10-20 2010 2016-03-07 17:11:31Z Brian LewisInterim CEO 1525 Wilson Blvd No 500 Arlington VA 22209 121510794 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 27 116 0 0 0 5258532 6314424 45389693 44721213 379051 123207 38130 45367 51065406 51204211 2950135 1531573 0 0 10940337 9894909 0 0 246094 31521462 32090779 45411934 43517261 5653472 7686950 72684037 66126763 47534330 33329054 25149707 32797709 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 30709976 44715193 Program Operations, Assessment, and DeliveryThe National Board for Professional Teaching Standards, Inc. (NBPTS) 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). NBPTS is the national source for professional standards, practices and procedures that lead to improved teaching, leadership and student achievement.For the past 25 years, NBPTS has provided evidence-based, meaningful programs to American schools in order to transform education on a school-by-school basis. In addition to providing teacher certification programs and systems to address total school transformation, NBPTS participates and influences the national debate on education policies and practices. 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 law, 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), 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 teacher/school counselor 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.NBPTS 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 NBPTS 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 foundation, NBPTS 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, NBPTS 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, NBPTS submitted a funding proposal to a large corporation seeking funding for the development of an online professional development program for middle and high school science teachers. In 2010, NBPTS 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. In 2010, NBPTS 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. An analysis by the National Board 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 essential role of the principal in school management. In a recent NBPTS 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 will be 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. A report from the group will provide principles for selecting and using large-scale assessments to evaluate instruction. The report will also address 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 will be shared in a webcast in early 2011.NBPTS 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. 4106372 Candidate RecruitmentNBPTS 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. NBPTS, 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 2010, more than 91,000 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 at least 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, NBPTS 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. NBPTS works 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 NBPTS 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 NBPTS 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. NBPTS 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.NBPTS and consultants also work with states regarding the funding of the National Board's programs. These costs are not included in this program. 1377073 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, NBPTS 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. NBPTS 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. At the direction of the board of directors, fiscal year 2010 included the development of an updated business plan designed to reposition the organization in the public domain. 801077 51387 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 Boards 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. 801077 51387 36994498 1 1 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 229 116 1 116 1 0 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 AR CA CO CT FL GA IL MD MI MN MS NJ NY NC OH OK PA SC VA WA 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 Mary-Dean Barringer 3.50 X 0 0 0 Peggy Brookins 3.00 X 0 0 0 Kimberly Burnim Oliver 3.50 X 0 0 0 Liane Cismowski 4.50 X 0 0 0 J Andrew Coons 3.50 X 0 0 0 Michael de la Torre 3.50 X 0 0 0 Daniel Domenech 3.00 X 0 0 0 Tammy Dunn 3.00 X 0 0 0 Cedrick Gray 4.00 X 0 0 0 Ruth Larson 5.50 X 0 0 0 C Kent McGuire 4.50 X 0 0 0 Daniel Montgomery 5.00 X 0 0 0 Renee Moore 5.50 X 0 0 0 Lori Nazareno 3.00 X 0 0 0 Maria Neira 6.00 X 0 0 0 Glenda Ritz 3.50 X 0 0 0 Haydee Rodriguez 2.00 X 0 0 0 Clarence Savoie 4.50 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 Lynette Wayne 2.00 X 0 0 0 Randi Weingarten 2.00 X 0 0 0 Kathleen Wiebke 6.00 X 0 0 0 Mary Dilworth 38.50 X 167250 0 41533 Marc Stephen Helgeson 49.30 X 152299 0 39608 Treopia Washington 24.60 X 83446 0 8856 Marc D'Anjou 39.50 X 73818 0 19924 Joseph Aguerrebere 44.30 X 370967 0 82036 Niesa Brateman Halpern 63.60 X 206552 0 47486 Joan Auchter 65.90 X 203094 0 45814 Anna Davis 44.20 X 157139 0 22926 Barbara Gleason 48.20 X 134333 0 44976 Craig Thibaudeau 52.90 X 135324 0 37288 Amber Parker 40.80 X 125690 0 43931 Nancy Schwartz 48.30 X 118747 0 43502 H Edward Clifton III 41.10 X 121599 0 35493 Joni Henderson 41.40 X 91039 0 18618 2050258 0 513373 22 0 1 0 NCS Pearson Inc 5601 Green Valley Drive Bloomington MN 55437 Assessment & delivery services 23940983 Guardian Insurance PO Box 95101 Chicago IL 60694 Medical insurance 1485692 Washington State Department of Education 600 Washington St SE Olympia WA 98504 Candidate recruitment 830000 Leibman Associates Inc 4316 Windom Place NW Washington DC 20016 Consulting services 653581 Glenborough Fund IX LLC 1525 Wilson Blvd Arlington VA 22209 Office rent 565555 21 4253809 2060615 6314424 Candidate fees 611710 44583694 44583694 ACE/GMU Processing 611710 72491 72491 NBCT programs 611710 59008 59008 NBPTS Conference 611710 6020 6020 44721213 125243 125243 70304547 70306583 -2036 -2036 -2036 Publications & Product 900099 11083 11083 34284 34284 45367 51204211 44766580 0 123207 1531573 1531573 2020865 895538 1014405 110922 5578913 3998221 1529353 51339 423745 305727 113765 4253 1343603 1008379 320773 14451 527783 359899 156980 10904 142388 45067 97321 95190 95190 624529 624529 374 374 4199450 2789994 1409456 71416 66416 5000 1263828 1011896 243292 8640 332004 220368 105198 6438 13320 13320 1250377 829940 396191 24246 877971 613792 264179 695505 505707 189798 204130 135492 64680 3958 52945 17885 34537 523 Assessment and Delivery 21135678 21135678 0 0 Temporary employees 487991 359714 128277 0 Teachers-In-Residence 210506 210506 0 0 Training and education 25096 17083 8013 0 Filing fees 4712 0 0 4712 403369 297774 99887 5708 43517261 36994498 6276669 246094 4041870 6440785 57184656 43957447 4356572 6495305 1009952 714375 380033 331122 11467261 3795625 5310159 7671636 400795 516093 72684037 66126763 13981122 14096361 33553208 19232693 47534330 33329054 X 22537563 29988531 1562144 1759178 1050000 1050000 25149707 32797709 72684037 66126763 X 7686950 -38948 X X 0 1 1 X 1 1 X 5753132 2186400 1864852 5258532 6314424 21377340 5753132 2186400 1864852 5258532 6314424 21377340 2171025 19206315 1787498 2229011 1386922 414341 125243 5943015 110768 99896 109797 109950 45367 475778 27796133 208957628 0.69100 X Schedule A, Part II, Line 10, Explanation of Other Income: Publications ACE/GMU Program Miscellaneous RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 27271 755117 782388 42762144 43544532 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 401281 712308 815191 782388 2711168 250000 250000 250000 250000 1000000 1500000 8222 91682 67560 27271 194735 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 0.00000 1.00000 0.00000 1 0 0 229641 197429 32212 2573889 2236818 337071 8663731 1361378 7302353 7671636 51204211 43517261 7686950 -15861 -23087 -38948 7648002 51164888 -15861 -23088 -38949 51203837 374 374 51204211 43516887 0 43516887 374 374 43517261 Description of Intended Use of Endowment Funds: Part V, Line 4: To provide scholarships. Part XI, Line 8 - Other Adjustments: Part XII, Line 2d. Book/tax difference on disposition of assets. Part XII, Line 2d - Other Adjustments: Book/tax difference on disposition of assets. -23,088. 1 Allocation of scholarship funds to candidates for National Board Certification 2042 1531573 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 2,042 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 0 1 0 0 0 0 0 0 0 Mary Dilworth 164265 0 0 0 2985 0 15924 0 25609 0 208783 0 0 0 Marc Stephen Helgeson 150865 0 0 0 1434 0 14316 0 25292 0 191907 0 0 0 Joseph Aguerrebere 327010 0 19080 0 24877 0 39994 0 42042 0 453003 0 0 0 Niesa Brateman Halpern 191552 0 15000 0 0 0 21131 0 26355 0 254038 0 0 0 Joan Auchter 185432 0 15000 0 2662 0 20656 0 25158 0 248908 0 0 0 Anna Davis 156385 0 0 0 754 0 15072 0 7854 0 180065 0 0 0 Barbara Gleason 132535 0 0 0 1798 0 12318 0 32658 0 179309 0 0 0 Craig Thibaudeau 133675 0 0 0 1649 0 12376 0 24912 0 172612 0 0 0 Amber Parker 124535 0 0 0 1155 0 10996 0 32935 0 169621 0 0 0 Nancy Schwartz 116310 0 0 0 2437 0 10009 0 33493 0 162249 0 0 0 H Edward Clifton III 120105 0 0 0 1494 0 10537 0 24956 0 157092 0 0 0 Part I, Line 1a Organization pays for social club fees on behalf of CEO to be used for business meetings at convenient downtown location. Under its "Wellness Benefits" program, organization provides reimbursement of a portion of gym or health club membership for all employees up to $150 annually. Part I, Line 1b Allowable social club fees are delineated in CEO's employment contract. Part I, Line 4b Joseph Aguerrebere, President & CEO - $12,576 Supplemental retirement plan Form 990, Part VI, Section B, line 11 The 990 is prepared by the Director, Finance & Accounting. The final work is reviewed by the Chief Financial Officer. The Return is reviewed next by the President & CEO (if applicable, Acting 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 director 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. This process has been in place since 2006. 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. Contact Addresses for Officers, Directors, Etc Form 990, Part VII Gov. Bob Wise - 1525 Wilson Blvd, #500, Arlington, VA 22209. Christy Levings - 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 Burnim Oliver - 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. Ruth Larson - 1525 Wilson Blvd, #500, Arlington, VA 22209. C. Kent McGuire - 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. Lori Nazareno - 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. 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. Kimberly Ursetta - 1525 Wilson Blvd, #500, Arlington, VA 22209. Dennis Van Roekel - 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. Mary Dilworth - 1525 Wilson Blvd, #500, Arlington, VA 22209. Marc Stephen Helgeson - 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. Anna Davis - 1525 Wilson Blvd #500, Arlington, VA 22209. Barbara Gleason - 1525 Wilson Blvd #500, Arlington, VA 22209. Craig Thibaudeau - 1525 Wilson Blvd #500, Arlington, VA 22209. Amber Parker - 1525 Wilson Blvd #500, Arlington, VA 22209. Nancy Schwartz - 1525 Wilson Blvd #500, Arlington, VA 22209. H. Edward Clifton III - 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -15,861. Book/tax difference on disposition of assets. -23,087. Total to Form 990, Part XI, Line 5: -38,948. Role of the Finance and Audit Committees: The NBPTS Finance Committee periodically reviews internal financial reports and reviews year-end closing reports and statements. This Committee is also responsible for the review and approval of the Budget and its recommendation to the Board of Directors for final adoption. The Audit Committee meets with the independent auditors both prior to and after the annual audit. At the post-audit meeting, a complete review of the financial statements is presented by the auditors. The Audit Committee is charged with recommending the appointment of the independent auditors to the Board of Directors for approval.