AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS INC (EIN 54-1999773)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202611339349307986
- Schema version
- 2024v5.5
- 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) |
|---|---|---|
| Return | 2026-05-13T16:07:27-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541999773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Association of School | BusinessNameLine1Txt |
| Business Name Line2 | Administrators Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 7035280700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 Ballenger Ave Suite 200 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David R Schuler | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7035280700 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amanda E Waterhouse | PreparerPersonNm |
| PTIN | P02014004 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AASA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | David R Schuler | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 Ballenger Ave Suite 200 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,770,139 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.aasa.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | AASA advocates for equitable access for all students to the highest quality public education, and develops and supports school system leaders. | ActivityOrMissionDesc |
| Voting Members Governing Body | 162 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 162 | VotingMembersIndependentCnt |
| Total Employee | 55 | TotalEmployeeCnt |
| Total Volunteers | 162 | TotalVolunteersCnt |
| Total Gross UBI | $1,141,885 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $210,840 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,986,689 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,246,084 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,542,832 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,670,981 | CYProgramServiceRevenueAmt |
| PY Investment Income | $807,014 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,267,775 | CYInvestmentIncomeAmt |
| PY Other Revenue | $962,184 | PYOtherRevenueAmt |
| CY Other Revenue | $674,986 | CYOtherRevenueAmt |
| PY Total Revenue | $20,298,719 | PYTotalRevenueAmt |
| CY Total Revenue | $20,859,826 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $70,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,175,961 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,023,279 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $404,688 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,305,540 | PYOtherExpensesAmt |
| CY Other Expenses | $11,750,679 | CYOtherExpensesAmt |
| PY Total Expenses | $18,551,501 | PYTotalExpensesAmt |
| CY Total Expenses | $18,788,958 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,747,218 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,070,868 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,724,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,796,025 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,304,628 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,396,642 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,420,083 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,399,383 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AASA, The School Superintendents Association advocates for equitable access for all students to the highest quality public education, and develops and supports school system leaders. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,740,878 | ExpenseAmt |
| Revenue | $3,481,400 | RevenueAmt |
| Desc | Leadership Services: AASA offers leadership training and professional development to education leaders through a wide array of virtual and in-person programs. The programs provide current and aspiring school system leaders with the knowledge, skills, and competencies needed to thrive in their roles, while preparing students for real life in the real world. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,573,241 | ExpenseAmt |
| Revenue | $5,349,586 | RevenueAmt |
| Desc | Membership: A professional community of more than 10,000 educational leaders, AASA and its members are committed to providing high-quality public education to all students. AAASA develops and supports school system leaders through: - the national exchange of ideas- access to professional learning- networking, publications and resources- opportunities to champion initiatives to help transform the future of public education; and - advocating for school system leaders. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,846,439 | ExpenseAmt |
| Revenue | $4,726,582 | RevenueAmt |
| Desc | The Association hosts the national conference on education annually. This conference features nationally recognized speakers, how-to sessions for school administrators, a national exhibit of educational products, small-group meetings and pre-sessions. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,495,159 | ExpenseAmt |
| Grant | $15,000 | GrantAmt |
| Revenue | $103,191 | RevenueAmt |
| Desc | Other Program Services, such as Children's initiaves, Awards, and Meetings. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,495,159 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $15,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $103,191 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,655,717 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 242 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 55 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 162 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 162 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthony Schlorff | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7035280700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 Ballenger Ave Suite 200 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (175 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Gustavo Balderas | |||||||||
| President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Law | |||||||||
| President Elect | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gladys Cruz | |||||||||
| Immediate Past President | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Krestin Bahr | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Barnes | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sean Bulson | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jessica Dain | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LaTonya Goffney | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Corrina Guardipee-Hall | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Hanback | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jennifer Kelsall | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Eileen King | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rob Monson | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Nicholas Ouellette | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Heather Perry | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Martha Salazar-Zamora | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Heidi Sipe | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Randall Squier | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Deron Stender | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michele Taylor | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Wayne Vickers | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lee Ann Wentzel | |||||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Frank Hauser | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Clayton Holland | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Patrick Mayer | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Matthew Akin | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Chresal Threadgill | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jared Cleveland | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher Nail | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brian Capistran | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Donna Lewis | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Melissa Sadorf | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Julie Vitale | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gina Zietlow | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Wendy Birhanzel | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| William Wilson | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Alan Addley | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kathy Greider | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bryan Luizzi | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Fulton | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Corey Miklus | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Karen Barber | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Leslie Ricciardelli | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kenneth Dyer | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Morris Leis | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Noris Price | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Chris Coffelt | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brent Jorth | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Trevor Miller | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph Stutting | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Becky Meyer | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin Blankenship | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Connolly | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Doerr | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kristin Humphries | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Timothy Schurman | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bhavna Sharma-Lewis | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Wayne Barker | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dan Hile | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Stacey Schmidt | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Adrian Howie | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tonya Merrigan | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Nick Carter | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rob Clayton | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Clay Corley | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kelli Joseph | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brian Blake | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Eric Conti | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sharon Pepukayi | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Sovine | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Colpitts | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jeremy Ray | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen Bigelow | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Daveda Colbert | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Stephanie Long | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Glenn Maleyko | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Steve Matthews | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Louis Steigerwald | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jeff Elstad | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher Mills | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Craig Oftedahl | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lisa Sayles-Adams | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Buck | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tim Dilg | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| John French | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sharonica Hardin-Bartley | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kenny Rodrequez | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Toriano Holloway | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Rimes | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Laurie Barron | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Casey Klasna | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brad Moore | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mike Perry | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Marvin Connelly | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Don Phipps | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jeff Fastnacht | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rupak Gandhi | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dawn Lewis | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dan Schnoes | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sarah Marandos | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Meredith Nadeau | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mitzi Morillo | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Glenn Robbins | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Rocco | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Martin Madrid | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lee White | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Clayton Anderson | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Russell Klein | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jason Andrews | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Luvelle Brown | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Cheryl Champ | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin McGowan | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kristine Orr | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Raymond Sanchez | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kusum Sinha | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Anibal Soler | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey Brown | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Danielle Prohaska | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin Smith | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Philip Wagner | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sherry Durkee | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Aaron Espolt | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Alisha McBride | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ryan Noss | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| George Fiore | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Nicholas Guarente | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Randal Lutz | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bridget O'Connell | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| John Sanville | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mike Vuckovich | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Anna Villalta | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Marie Ahern | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dawn Bartz | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kandace Bethea | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| William Royster | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Becky Guffin | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Naugle | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin Garinger | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Russell Dyer | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Leah Watkins | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gerald Hudson | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Walter Jackson | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Quintin Shepherd | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Styler | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Paul Sweat | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kristy Somerville-Midgette | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Aaron Spence | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Catherine Gallagher | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brooke Olsen-Farrell | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ron Banner | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| James Everett | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Erin Prince | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Wade Smith | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michelle Whitney | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bryan Davis | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jeff Nelson | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tonya Olson | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Paul Schley | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| John Hudson | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Wells | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gillian Chapman | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jay Curtis | |||||||||
| Governing Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Schuler | |||||||||
| Executive Director | 40.00 | $549,730 | $0 | $70,539 | Yes (X) | ||||
| Anthony Schlorff | |||||||||
| AED, Finance and IT | 40.00 | $217,380 | $0 | $54,976 | Yes (X) | ||||
| Kristine Gilmore | |||||||||
| AED, Leadership Network | 33.00 | $177,540 | $0 | $57,002 | Yes (X) | ||||
| Christopher Daw | |||||||||
| AED, Association Services | 40.00 | $234,695 | $0 | $42,489 | Yes (X) | ||||
| Tammy Barbara | |||||||||
| AED, Sponsorship and Partnership | 40.00 | $230,479 | $0 | $18,972 | Yes (X) | ||||
| Erin McCallum | |||||||||
| AED, Strategy and Communications | 40.00 | $208,340 | $0 | $50,847 | Yes (X) | ||||
| Noelle Ellerson Ng | |||||||||
| AED, Governance and Advocacy | 40.00 | $218,034 | $0 | $56,108 | Yes (X) | ||||
| Valerie Truesdale | |||||||||
| Sr. Assist. Executive Director, Leadership Network | 40.00 | $207,367 | $0 | $41,099 | Yes (X) | ||||
| Marie Ann Levett | |||||||||
| Assistant Executive Director, Leadership Network | 40.00 | $189,648 | $0 | $12,050 | Yes (X) | ||||
| Jay Goldman | |||||||||
| Editor, School Administrator Magazine | 40.00 | $157,427 | $0 | $54,685 | Yes (X) | ||||
| Amelia Vance | |||||||||
| Chief Counsel, Student & Child Privacy Project | 37.00 | $153,481 | $0 | $29,615 | Yes (X) | ||||
| Brandon Glotfelty | |||||||||
| Director of Finance | 40.00 | $151,621 | $0 | $18,943 | Yes (X) | ||||
| Morton Sherman | |||||||||
| Former AED, Leadership Network | 20.00 | $227,288 | $0 | $11,538 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,923,030 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $518,863 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Freeman | |||||
| PO Box 734596 | Dallas | TX | 72373 | Logistics Support Service | $971,354 |
| Dwatts Construction LLC | |||||
| 4875 Eisenhower Ave Suite 250 | Alexandria | VA | 22304 | General Construction Contractor | $838,161 |
| Smithbucklin Corporation | |||||
| 330 N Wabash Ave Suite 2000 | Chicago | IL | 60677 | Association Management & Agency Svcs | $784,707 |
| Educationcounsel LLC | |||||
| 1320 Main St 17th Fl | Columbia | SC | 29201 | Program Support Services | $426,418 |
| UW College of Education | |||||
| Campus Box 353600 222 Miller Hall | Seattle | WA | 98195 | Program Support Services | $416,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $270,612 | GovernmentGrantsAmt |
| All Other Contributions | $4,975,472 | AllOtherContributionsAmt |
| Noncash Contributions | $44,982 | NoncashContributionsAmt |
| Total Contributions | $5,246,084 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Convention revenue | 900099 | $4,736,804 | $4,736,804 | |
| Membership dues | 900099 | $3,892,597 | $3,892,597 | |
| Leadership services | 900099 | $3,481,400 | $3,481,400 | |
| Publications revenue | 541800 | $1,278,337 | $19,321 | $1,259,016 |
| Public Policy & Advoc | 900099 | $178,652 | $178,652 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,191 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $103,191 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,670,981 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $733,782 | TotalRevenueColumnAmt |
| Exclusion | $733,782 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $914,974 | TotalRevenueColumnAmt |
| Exclusion | $914,974 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $137,669 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $382,046 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$244,377 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$244,377 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$117,131 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$127,246 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,041,876 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,507,883 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $533,993 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $533,993 | TotalRevenueColumnAmt |
| Exclusion | $533,993 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $10,162 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $20,384 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,222 | TotalRevenueColumnAmt |
| Exclusion | -$10,222 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,611 | TotalRevenueColumnAmt |
| Exclusion | $14,611 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,611 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,859,826 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,411,965 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,141,885 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,059,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $15,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,485,671 | TotalAmt |
| Program Services | $1,441,845 | ProgramServicesAmt |
| Management And General | $969,944 | ManagementAndGeneralAmt |
| Fundraising | $73,882 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,730,964 | TotalAmt |
| Program Services | $1,562,900 | ProgramServicesAmt |
| Management And General | $1,087,979 | ManagementAndGeneralAmt |
| Fundraising | $80,085 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,496 | TotalAmt |
| Program Services | $135,480 | ProgramServicesAmt |
| Management And General | $72,074 | ManagementAndGeneralAmt |
| Fundraising | $6,942 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,189,357 | TotalAmt |
| Program Services | $751,219 | ProgramServicesAmt |
| Management And General | $399,645 | ManagementAndGeneralAmt |
| Fundraising | $38,493 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,791 | TotalAmt |
| Program Services | $254,410 | ProgramServicesAmt |
| Management And General | $135,345 | ManagementAndGeneralAmt |
| Fundraising | $13,036 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,454 | TotalAmt |
| Program Services | $9,167 | ProgramServicesAmt |
| Management And General | $1,858 | ManagementAndGeneralAmt |
| Fundraising | $429 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,888 | TotalAmt |
| Management And General | $52,888 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,692 | TotalAmt |
| Management And General | $67,692 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,129,536 | TotalAmt |
| Program Services | $3,305,101 | ProgramServicesAmt |
| Management And General | $669,861 | ManagementAndGeneralAmt |
| Fundraising | $154,574 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,623 | TotalAmt |
| Program Services | $8,265 | ProgramServicesAmt |
| Management And General | $32,321 | ManagementAndGeneralAmt |
| Fundraising | $37 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,095,928 | TotalAmt |
| Program Services | $936,268 | ProgramServicesAmt |
| Management And General | $159,188 | ManagementAndGeneralAmt |
| Fundraising | $472 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,006 | TotalAmt |
| Program Services | $30,111 | ProgramServicesAmt |
| Management And General | $117,760 | ManagementAndGeneralAmt |
| Fundraising | $135 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,483 | TotalAmt |
| Program Services | $340,058 | ProgramServicesAmt |
| Fundraising | $17,425 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,264,031 | TotalAmt |
| Program Services | $1,050,656 | ProgramServicesAmt |
| Management And General | $198,244 | ManagementAndGeneralAmt |
| Fundraising | $15,131 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,223,845 | TotalAmt |
| Program Services | $3,084,431 | ProgramServicesAmt |
| Management And General | $135,851 | ManagementAndGeneralAmt |
| Fundraising | $3,563 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,729 | TotalAmt |
| Management And General | $23,729 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,337 | TotalAmt |
| Program Services | $49,303 | ProgramServicesAmt |
| Management And General | $192,813 | ManagementAndGeneralAmt |
| Fundraising | $221 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Subcontracts | $500,791 | $500,791 | ||
| Credit card discounts | $208,695 | $208,695 | ||
| Dues and subscriptions | $200,716 | $97,501 | $103,167 | $48 |
| Other costs | $91,649 | $48,211 | $43,223 | $215 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,276 | TotalAmt |
| Program Services | $35,000 | ProgramServicesAmt |
| Management And General | $56,276 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,788,958 | TotalAmt |
| Program Services | $13,655,717 | ProgramServicesAmt |
| Management And General | $4,728,553 | ManagementAndGeneralAmt |
| Fundraising | $404,688 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296 | BOYAmt |
| EOY | $193 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,310,361 | BOYAmt |
| EOY | $5,159,972 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,128,897 | BOYAmt |
| EOY | $1,206,947 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,161 | BOYAmt |
| EOY | $740,182 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,509 | BOYAmt |
| EOY | $22,469 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $552,539 | BOYAmt |
| EOY | $661,166 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,031,658 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,170,016 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,874,072 | BOYAmt |
| EOY | $4,861,642 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,099,001 | BOYAmt |
| EOY | $8,974,660 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,310,340 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $12,642,249 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $606,535 | BOYAmt |
| EOY | $1,526,545 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,724,711 | BOYAmt |
| EOY | $35,796,025 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,207,251 | BOYAmt |
| EOY | $2,014,531 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,834,381 | BOYAmt |
| EOY | $3,341,284 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $816,567 | BOYAmt |
| EOY | $562,503 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,446,429 | BOYAmt |
| EOY | $3,478,324 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,304,628 | BOYAmt |
| EOY | $9,396,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,831,965 | BOYAmt |
| EOY | $25,327,454 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588,118 | BOYAmt |
| EOY | $1,071,929 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,420,083 | BOYAmt |
| EOY | $26,399,383 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,724,711 | BOYAmt |
| EOY | $35,796,025 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,070,868 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,114,167 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$205,735 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,665,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,949,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,469,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,986,689 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,246,084 | CurrentTaxYearAmt |
| Total | $22,317,523 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,622,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,751,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,789,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,375,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,422,127 | CurrentTaxYearAmt |
| Total | $54,961,758 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $266,380 | CurrentTaxYearMinus4YearsAmt |
| Total | $266,380 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,554,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,701,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,259,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,362,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,668,211 | CurrentTaxYearAmt |
| Total | $77,545,661 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $78,570 | CurrentTaxYearAmt |
| Total | $78,570 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $78,570 | CurrentTaxYearAmt |
| Total | $78,570 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $77,467,091 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,038,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,536,305 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,306,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,688,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,648,756 | CurrentTaxYearAmt |
| Total | $8,219,315 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,038,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,536,305 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,306,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,688,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,648,756 | CurrentTaxYearAmt |
| Total | $8,219,315 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,831 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $370,000 | CurrentTaxYearAmt |
| Total | $412,279 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $272,958 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $233,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $378,880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,611 | CurrentTaxYearAmt |
| Total | $935,269 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,866,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,470,995 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,946,965 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,126,828 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,701,578 | CurrentTaxYearAmt |
| Total | $87,112,524 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88310 | PublicSupportPY509Pct |
| Investment Income CY | 0.09440 | InvestmentIncomeCYPct |
| Investment Income PY | 0.10300 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Other income - 2020 Amount: $ 272,958. 2021 Amount: $ 233,451. 2022 Amount: $ 378,880. 2023 Amount: $ 35,369. 2024 Amount: $ 14,611. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,370 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,370 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,805,016 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,851,386 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $920,190 | CurrentYearMinus3Amt |
| Current Year Minus2 | $992,123 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,912,313 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,868,470 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $34,009 | CurrentYearMinus3Amt |
| Current Year Minus2 | $26,268 | CurrentYearMinus2Amt |
| Current Year Minus1 | $23,855 | CurrentYearMinus1Amt |
| Current Year | $46,370 | CurrentYearAmt |
| Total | $130,502 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $230,048 | CurrentYearMinus3Amt |
| Current Year Minus2 | $248,031 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $978,079 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,467,119 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,294,582 | BeginningYearBalanceAmt |
| Contributions | $70,023 | ContributionsAmt |
| Investment Earnings Or Losses | $26,216 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,390,821 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,197,424 | BeginningYearBalanceAmt |
| Contributions | $73,704 | ContributionsAmt |
| Investment Earnings Or Losses | $23,454 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,294,582 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,179,092 | BeginningYearBalanceAmt |
| Contributions | $50,359 | ContributionsAmt |
| Investment Earnings Or Losses | $16,474 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $66,500 | OtherExpendituresAmt |
| End Year Balance | $1,179,425 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,314,864 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$25,440 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $92,333 | OtherExpendituresAmt |
| End Year Balance | $1,197,091 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,248,203 | BeginningYearBalanceAmt |
| Contributions | $27,318 | ContributionsAmt |
| Investment Earnings Or Losses | $39,343 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,314,864 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.82349 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10785 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06866 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,120,555 | InvestmentCostOrOtherBasisAmt |
| Book Value | $1,120,555 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,855,367 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,370,536 | DepreciationAmt |
| Book Value | $1,484,831 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,031,260 | OtherCostOrOtherBasisAmt |
| Depreciation | $84,610 | DepreciationAmt |
| Book Value | $1,946,650 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,024,476 | OtherCostOrOtherBasisAmt |
| Depreciation | $714,870 | DepreciationAmt |
| Book Value | $309,606 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,861,642 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Ishares Aggregate Bond Fund | $1,839,962 | F |
| Ishares Russell Top 200 Growth ETF | $3,101,589 | F |
| Ishares Core US Aggregate Bond ETF | $7,700,698 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $12,642,249 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Postretirement medical benefits | $952,970 |
| Deferred compensation | $499,894 |
| Lease liabilities - operating lease | $2,025,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,478,324 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,102,996 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,114,167 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$205,735 | OtherRevenueAmt |
| Revenue Not Reported | $908,432 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,194,564 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $67,692 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$402,430 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$334,738 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,859,826 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,123,696 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $402,430 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $402,430 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,721,266 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $67,692 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $67,692 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,788,958 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The intended use of the endowment funds is based on the donors' instructions. Earnings are used to support a general session or lecture at the annual national conference. |
| Part X, Line 2: | AASA is organized as a nonprofit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under IRC Section 501(a) as an organization described in IRC Section 501(c)(3) that qualifies for the charitable contribution deduction under IRC Section 509(a)(1). AASA is annually required to file a Return of Organization Exempt Form Income Tax (Form 990) with the IRS. In addition, AASA is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. Under current IRS regulations, rental income and advertising income earned through the publication of AASA's magazines are subject to unrelated business income tax. Deferred taxes arise due to the timing difference in recognition of rental revenue. Management has determined that AASA is subject to unrelated business income taxes and has filed an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS. |
| Part XI, Line 2d - Other Adjustments: | Minimum postretirement liability adjustment -205,735. |
| Part XI, Line 4b - Other Adjustments: | Cost of goods sold -20,384. Facilities rental expense -382,046. |
| Part XII, Line 2d - Other Adjustments: | Cost of goods sold 20,384. Facilities rental expense 382,046. |
| Part XII, Line 4b - Other Adjustments: | Cost of goods sold |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Schuler | ||||||||||||||
| Executive Director | $519,705 | $0 | $25,932 | $0 | $4,093 | $0 | $20,700 | $0 | $49,839 | $0 | $620,269 | $0 | $0 | $0 |
| Christopher Daw | ||||||||||||||
| AED, Association Services | $220,128 | $0 | $14,567 | $0 | $0 | $0 | $13,505 | $0 | $28,984 | $0 | $277,184 | $0 | $0 | $0 |
| Noelle Ellerson Ng | ||||||||||||||
| AED, Governance and Advocacy | $206,777 | $0 | $11,257 | $0 | $0 | $0 | $13,198 | $0 | $42,910 | $0 | $274,142 | $0 | $0 | $0 |
| Anthony Schlorff | ||||||||||||||
| AED, Finance and IT | $206,123 | $0 | $11,257 | $0 | $0 | $0 | $13,198 | $0 | $41,778 | $0 | $272,356 | $0 | $0 | $0 |
| Erin McCallum | ||||||||||||||
| AED, Strategy and Communications | $197,083 | $0 | $11,257 | $0 | $0 | $0 | $9,229 | $0 | $41,618 | $0 | $259,187 | $0 | $0 | $0 |
| Tammy Barbara | ||||||||||||||
| AED, Sponsorship and Partnership | $219,222 | $0 | $11,257 | $0 | $0 | $0 | $13,198 | $0 | $5,774 | $0 | $249,451 | $0 | $0 | $0 |
| Valerie Truesdale | ||||||||||||||
| Sr. Assist. Executive Director, Lead | $196,815 | $0 | $10,552 | $0 | $0 | $0 | $11,957 | $0 | $29,142 | $0 | $248,466 | $0 | $0 | $0 |
| Morton Sherman | ||||||||||||||
| Former AED, Leadership Network | $153,262 | $0 | $12,338 | $0 | $61,688 | $0 | $7,972 | $0 | $3,566 | $0 | $238,826 | $0 | $0 | $0 |
| Kristine Gilmore | ||||||||||||||
| AED, Leadership Network | $166,249 | $0 | $11,291 | $0 | $0 | $0 | $7,244 | $0 | $49,758 | $0 | $234,542 | $0 | $0 | $0 |
| Jay Goldman | ||||||||||||||
| Editor, School Administrator Magazin | $146,129 | $0 | $11,298 | $0 | $0 | $0 | $9,449 | $0 | $45,236 | $0 | $212,112 | $0 | $0 | $0 |
| Marie Ann Levett | ||||||||||||||
| Assistant Executive Director, Leader | $180,591 | $0 | $9,057 | $0 | $0 | $0 | $10,648 | $0 | $1,402 | $0 | $201,698 | $0 | $0 | $0 |
| Amelia Vance | ||||||||||||||
| Chief Counsel, Student & Child Priva | $145,606 | $0 | $7,875 | $0 | $0 | $0 | $9,287 | $0 | $20,328 | $0 | $183,096 | $0 | $0 | $0 |
| Brandon Glotfelty | ||||||||||||||
| Director of Finance | $143,119 | $0 | $8,502 | $0 | $0 | $0 | $8,901 | $0 | $10,042 | $0 | $170,564 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | AASA covers spousal travel costs for our Executive Director, President Elect, President, and Immediate Past President. These amounts are considered taxable and are reported on the Form W-2 and Form 990, Sch J, Part II, Column (B)(iii). |
| Part I, Line 4a | Morton Sherman received severance in the amount of $61,687.50. This amount are considered taxable and are reported on the Form W-2 and Form 990, Sch J, Part II, Column (B)(iii). |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Technology Equipment | Desc |
| Contribution | 4090 | ContributionCnt |
| Noncash Contributions Rpt F990 | $44,982 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number of contributions listed is number of items contributed. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | Since 1865, school system leaders have joined the American Association of School Administrators (AASA) for professional support and development, information and news, networking, and representation at the federal level and to support the AASA mission to advance public education for all children. Aasa represents school district administrators at both the building and central office level. AASA's primary members are public school district superintendents and those who aspire to that position. AASA also includes college professors who are preparing school administrators. |
| Form 990, Part VI, Section A, line 7a | For Executive Committee: Any eligible AASA voting member may serve on the Executive Committee as an elected regional Executive Committee member. The individual may not be an employee of AASA or an AASA Chartered Affiliate Association; or an employee or representative of a company that sells products or services to schools. In the case of involuntary suspension of employment, a person may serve the remainder of his or her term as long as she or he is not an employee or representative of a company that sells products or services to schools. A candidate cannot be a retiree; however, he or she could continue to serve, if retirement commenced during his or her term of office as a regional Executive Committee member, as long as she or he is not an employee or representative of a company that sells products or services to schools. In addition, to be a candidate for regional Executive Committee member, a member must have been an eligible AASA voting member for at least the three (3) immediately preceding years, a member in good standing of a chartered affiliate for at least three (3) immediately preceding years and be a current member of the governing Board, or a former member having served at least one of the three (3) immediately preceding years, from a chartered affiliate within the region. For governing board: members of the governing board shall be eligible AASA voting members for at least three (3) years and members in good standing in the chartered affiliate for at least three (3) years at the time of election. Employees of AASA and/or a chartered affiliate are not eligible to serve as members of the governing board. |
| Form 990, Part VI, Section B, line 11b | A draft copy of the form 990 will be uploaded to Diligent for Board to view prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | AASA Executive Committee members receive, review and submit a conflict of interest form at the top of each fiscal year. AASA bylaws do not require any such form from the governing Board. In the event of a real, apparent or potential conflict involving a staff member, the Chief of Staff, shall determine if, indeed, a conflict does exist and will take responsibility to manage, reduce or eliminate the conflict. The Chief of Staff, shall inform the employee of the resolution. |
| Form 990, Part VI, Section B, line 15a | The American Association of School Administrators (AASA) uses outside independent consultants to review its salaries on regular basis. This review provides information about the Association's competitive position relative to published survey data and assures that the pay of Executives and other employees is reasonable. The salary of the Association's Executive Director is determined by the Executive Committee by market comparisons. Other staff compensations are approved by the Executive Director. The annual review of salaries periodically determines if cost of living salary increases are appropriate. |
| Form 990, Part VI, Section C, line 19 | The policies and procedures (which includes conflict of interest polices) will be posted on the Organization's website. All members will have access to these documents. Financial information is recorded in the annual report and approved budget document which is distributed in July of each year. |
| Form 990, Part IX, line 11g | Brokerage and commission: Program service expenses 428,344. Management and general expenses 86,814. Fundraising expenses 20,033. Total expenses 535,191. Consultant fee: Program service expenses 926,770. Management and general expenses 187,833. Fundraising expenses 43,344. Total expenses 1,157,947. Honorarium: Program service expenses 51,223. Management and general expenses 10,382. Fundraising expenses 2,396. Total expenses 64,001. Lead teachers: Program service expenses 330,603. Management and general expenses 67,005. Fundraising expenses 15,462. Total expenses 413,070. List rental: Program service expenses 10,954. Management and general expenses 2,220. Fundraising expenses 512. Total expenses 13,686. Mentors: Program service expenses 240,708. Management and general expenses 48,785. Fundraising expenses 11,258. Total expenses 300,751. Other professional services: Program service expenses 1,145,534. Management and general expenses 232,172. Fundraising expenses 53,573. Total expenses 1,431,279. President's subsidy : Program service expenses 16,575. Management and general expenses 3,359. Fundraising expenses 775. Total expenses 20,709. Publication services: Program service expenses 534. Management and general expenses 108. Fundraising expenses 25. Total expenses 667. Temporary help: Program service expenses 153,856. Management and general expenses 31,183. Fundraising expenses 7,196. Total expenses 192,235. |
| Form 990, Part XI, line 9: | Postretirement liability adjustment -205,735. |