2026-05-13T16:07:27-05:00 2025-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-07-01 541999773 American Association of School Administrators Inc AMER 7035280700 1925 Ballenger Ave Suite 200 Alexandria VA 22314 David R Schuler Executive Director 7035280700 2026-05-13 1 1 Amanda E Waterhouse P02014004 7038930300 2026-05-11 2024 2025-03-06 01:10:19Z X AASA David R Schuler 1925 Ballenger Ave Suite 200 Alexandria VA 22314 26770139 0 X www.aasa.org X 2001 VA AASA advocates for equitable access for all students to the highest quality public education, and develops and supports school system leaders. 162 162 55 162 1141885 210840 4986689 5246084 13542832 13670981 807014 1267775 962184 674986 20298719 20859826 70000 15000 0 0 7175961 7023279 0 0 404688 11305540 11750679 18551501 18788958 1747218 2070868 31724711 35796025 8304628 9396642 23420083 26399383 X 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. 0 0 4740878 3481400 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. 3573241 5349586 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. 2846439 4726582 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. 2495159 15000 103191 Other Program Services, such as Children's initiaves, Awards, and Meetings. 2495159 15000 103191 13655717 1 1 0 1 0 0 0 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 242 0 1 55 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 162 162 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 1 0 0 VA X Anthony Schlorff 7035280700 1925 Ballenger Ave Suite 200 Alexandria VA 22314 Gustavo Balderas President 2.00 X 0 0 0 David Law President Elect 2.00 X 0 0 0 Gladys Cruz Immediate Past President 2.00 X 0 0 0 Krestin Bahr Executive Committee Member 2.00 X 0 0 0 Michael Barnes Executive Committee Member 2.00 X 0 0 0 Sean Bulson Executive Committee Member 2.00 X 0 0 0 Jessica Dain Executive Committee Member 2.00 X 0 0 0 LaTonya Goffney Executive Committee Member 2.00 X 0 0 0 Corrina Guardipee-Hall Executive Committee Member 2.00 X 0 0 0 Scott Hanback Executive Committee Member 2.00 X 0 0 0 Jennifer Kelsall Executive Committee Member 2.00 X 0 0 0 Eileen King Executive Committee Member 2.00 X 0 0 0 Rob Monson Executive Committee Member 2.00 X 0 0 0 Nicholas Ouellette Executive Committee Member 2.00 X 0 0 0 Heather Perry Executive Committee Member 2.00 X 0 0 0 Martha Salazar-Zamora Executive Committee Member 2.00 X 0 0 0 Heidi Sipe Executive Committee Member 2.00 X 0 0 0 Randall Squier Executive Committee Member 2.00 X 0 0 0 Deron Stender Executive Committee Member 2.00 X 0 0 0 Michele Taylor Executive Committee Member 2.00 X 0 0 0 Wayne Vickers Executive Committee Member 2.00 X 0 0 0 Lee Ann Wentzel Executive Committee Member 2.00 X 0 0 0 Frank Hauser Governing Board Member 2.00 X 0 0 0 Clayton Holland Governing Board Member 2.00 X 0 0 0 Patrick Mayer Governing Board Member 2.00 X 0 0 0 Matthew Akin Governing Board Member 2.00 X 0 0 0 Chresal Threadgill Governing Board Member 2.00 X 0 0 0 Jared Cleveland Governing Board Member 2.00 X 0 0 0 Christopher Nail Governing Board Member 2.00 X 0 0 0 Brian Capistran Governing Board Member 2.00 X 0 0 0 Donna Lewis Governing Board Member 2.00 X 0 0 0 Melissa Sadorf Governing Board Member 2.00 X 0 0 0 Julie Vitale Governing Board Member 2.00 X 0 0 0 Gina Zietlow Governing Board Member 2.00 X 0 0 0 Wendy Birhanzel Governing Board Member 2.00 X 0 0 0 William Wilson Governing Board Member 2.00 X 0 0 0 Alan Addley Governing Board Member 2.00 X 0 0 0 Kathy Greider Governing Board Member 2.00 X 0 0 0 Bryan Luizzi Governing Board Member 2.00 X 0 0 0 Robert Fulton Governing Board Member 2.00 X 0 0 0 Corey Miklus Governing Board Member 2.00 X 0 0 0 Karen Barber Governing Board Member 2.00 X 0 0 0 Leslie Ricciardelli Governing Board Member 2.00 X 0 0 0 Kenneth Dyer Governing Board Member 2.00 X 0 0 0 Morris Leis Governing Board Member 2.00 X 0 0 0 Noris Price Governing Board Member 2.00 X 0 0 0 Chris Coffelt Governing Board Member 2.00 X 0 0 0 Brent Jorth Governing Board Member 2.00 X 0 0 0 Trevor Miller Governing Board Member 2.00 X 0 0 0 Joseph Stutting Governing Board Member 2.00 X 0 0 0 Becky Meyer Governing Board Member 2.00 X 0 0 0 Kevin Blankenship Governing Board Member 2.00 X 0 0 0 Michael Connolly Governing Board Member 2.00 X 0 0 0 Scott Doerr Governing Board Member 2.00 X 0 0 0 Kristin Humphries Governing Board Member 2.00 X 0 0 0 Timothy Schurman Governing Board Member 2.00 X 0 0 0 Bhavna Sharma-Lewis Governing Board Member 2.00 X 0 0 0 Wayne Barker Governing Board Member 2.00 X 0 0 0 Dan Hile Governing Board Member 2.00 X 0 0 0 Stacey Schmidt Governing Board Member 2.00 X 0 0 0 Adrian Howie Governing Board Member 2.00 X 0 0 0 Tonya Merrigan Governing Board Member 2.00 X 0 0 0 Nick Carter Governing Board Member 2.00 X 0 0 0 Rob Clayton Governing Board Member 2.00 X 0 0 0 Clay Corley Governing Board Member 2.00 X 0 0 0 Kelli Joseph Governing Board Member 2.00 X 0 0 0 Brian Blake Governing Board Member 2.00 X 0 0 0 Eric Conti Governing Board Member 2.00 X 0 0 0 Sharon Pepukayi Governing Board Member 2.00 X 0 0 0 David Sovine Governing Board Member 2.00 X 0 0 0 Richard Colpitts Governing Board Member 2.00 X 0 0 0 Jeremy Ray Governing Board Member 2.00 X 0 0 0 Stephen Bigelow Governing Board Member 2.00 X 0 0 0 Daveda Colbert Governing Board Member 2.00 X 0 0 0 Stephanie Long Governing Board Member 2.00 X 0 0 0 Glenn Maleyko Governing Board Member 2.00 X 0 0 0 Steve Matthews Governing Board Member 2.00 X 0 0 0 Louis Steigerwald Governing Board Member 2.00 X 0 0 0 Jeff Elstad Governing Board Member 2.00 X 0 0 0 Christopher Mills Governing Board Member 2.00 X 0 0 0 Craig Oftedahl Governing Board Member 2.00 X 0 0 0 Lisa Sayles-Adams Governing Board Member 2.00 X 0 0 0 David Buck Governing Board Member 2.00 X 0 0 0 Tim Dilg Governing Board Member 2.00 X 0 0 0 John French Governing Board Member 2.00 X 0 0 0 Sharonica Hardin-Bartley Governing Board Member 2.00 X 0 0 0 Kenny Rodrequez Governing Board Member 2.00 X 0 0 0 Toriano Holloway Governing Board Member 2.00 X 0 0 0 Scott Rimes Governing Board Member 2.00 X 0 0 0 Laurie Barron Governing Board Member 2.00 X 0 0 0 Casey Klasna Governing Board Member 2.00 X 0 0 0 Brad Moore Governing Board Member 2.00 X 0 0 0 Mike Perry Governing Board Member 2.00 X 0 0 0 Marvin Connelly Governing Board Member 2.00 X 0 0 0 Don Phipps Governing Board Member 2.00 X 0 0 0 Jeff Fastnacht Governing Board Member 2.00 X 0 0 0 Rupak Gandhi Governing Board Member 2.00 X 0 0 0 Dawn Lewis Governing Board Member 2.00 X 0 0 0 Dan Schnoes Governing Board Member 2.00 X 0 0 0 Sarah Marandos Governing Board Member 2.00 X 0 0 0 Meredith Nadeau Governing Board Member 2.00 X 0 0 0 Mitzi Morillo Governing Board Member 2.00 X 0 0 0 Glenn Robbins Governing Board Member 2.00 X 0 0 0 Scott Rocco Governing Board Member 2.00 X 0 0 0 Martin Madrid Governing Board Member 2.00 X 0 0 0 Lee White Governing Board Member 2.00 X 0 0 0 Clayton Anderson Governing Board Member 2.00 X 0 0 0 Russell Klein Governing Board Member 2.00 X 0 0 0 Jason Andrews Governing Board Member 2.00 X 0 0 0 Luvelle Brown Governing Board Member 2.00 X 0 0 0 Cheryl Champ Governing Board Member 2.00 X 0 0 0 Kevin McGowan Governing Board Member 2.00 X 0 0 0 Kristine Orr Governing Board Member 2.00 X 0 0 0 Raymond Sanchez Governing Board Member 2.00 X 0 0 0 Kusum Sinha Governing Board Member 2.00 X 0 0 0 Anibal Soler Governing Board Member 2.00 X 0 0 0 Jeffrey Brown Governing Board Member 2.00 X 0 0 0 Danielle Prohaska Governing Board Member 2.00 X 0 0 0 Kevin Smith Governing Board Member 2.00 X 0 0 0 Philip Wagner Governing Board Member 2.00 X 0 0 0 Sherry Durkee Governing Board Member 2.00 X 0 0 0 Aaron Espolt Governing Board Member 2.00 X 0 0 0 Alisha McBride Governing Board Member 2.00 X 0 0 0 Ryan Noss Governing Board Member 2.00 X 0 0 0 George Fiore Governing Board Member 2.00 X 0 0 0 Nicholas Guarente Governing Board Member 2.00 X 0 0 0 Randal Lutz Governing Board Member 2.00 X 0 0 0 Bridget O'Connell Governing Board Member 2.00 X 0 0 0 John Sanville Governing Board Member 2.00 X 0 0 0 Mike Vuckovich Governing Board Member 2.00 X 0 0 0 Anna Villalta Governing Board Member 2.00 X 0 0 0 Marie Ahern Governing Board Member 2.00 X 0 0 0 Dawn Bartz Governing Board Member 2.00 X 0 0 0 Kandace Bethea Governing Board Member 2.00 X 0 0 0 William Royster Governing Board Member 2.00 X 0 0 0 Becky Guffin Governing Board Member 2.00 X 0 0 0 Mark Naugle Governing Board Member 2.00 X 0 0 0 Kevin Garinger Governing Board Member 2.00 X 0 0 0 Russell Dyer Governing Board Member 2.00 X 0 0 0 Leah Watkins Governing Board Member 2.00 X 0 0 0 Gerald Hudson Governing Board Member 2.00 X 0 0 0 Walter Jackson Governing Board Member 2.00 X 0 0 0 Quintin Shepherd Governing Board Member 2.00 X 0 0 0 David Styler Governing Board Member 2.00 X 0 0 0 Paul Sweat Governing Board Member 2.00 X 0 0 0 Kristy Somerville-Midgette Governing Board Member 2.00 X 0 0 0 Aaron Spence Governing Board Member 2.00 X 0 0 0 Catherine Gallagher Governing Board Member 2.00 X 0 0 0 Brooke Olsen-Farrell Governing Board Member 2.00 X 0 0 0 Ron Banner Governing Board Member 2.00 X 0 0 0 James Everett Governing Board Member 2.00 X 0 0 0 Erin Prince Governing Board Member 2.00 X 0 0 0 Wade Smith Governing Board Member 2.00 X 0 0 0 Michelle Whitney Governing Board Member 2.00 X 0 0 0 Bryan Davis Governing Board Member 2.00 X 0 0 0 Jeff Nelson Governing Board Member 2.00 X 0 0 0 Tonya Olson Governing Board Member 2.00 X 0 0 0 Paul Schley Governing Board Member 2.00 X 0 0 0 John Hudson Governing Board Member 2.00 X 0 0 0 Michael Wells Governing Board Member 2.00 X 0 0 0 Gillian Chapman Governing Board Member 2.00 X 0 0 0 Jay Curtis Governing Board Member 2.00 X 0 0 0 David Schuler Executive Director 40.00 X 549730 0 70539 Anthony Schlorff AED, Finance and IT 40.00 X 217380 0 54976 Kristine Gilmore AED, Leadership Network 33.00 X 177540 0 57002 Christopher Daw AED, Association Services 40.00 X 234695 0 42489 Tammy Barbara AED, Sponsorship and Partnership 40.00 X 230479 0 18972 Erin McCallum AED, Strategy and Communications 40.00 X 208340 0 50847 Noelle Ellerson Ng AED, Governance and Advocacy 40.00 X 218034 0 56108 Valerie Truesdale Sr. Assist. Executive Director, Leadership Network 40.00 X 207367 0 41099 Marie Ann Levett Assistant Executive Director, Leadership Network 40.00 X 189648 0 12050 Jay Goldman Editor, School Administrator Magazine 40.00 X 157427 0 54685 Amelia Vance Chief Counsel, Student & Child Privacy Project 37.00 X 153481 0 29615 Brandon Glotfelty Director of Finance 40.00 X 151621 0 18943 Morton Sherman Former AED, Leadership Network 20.00 X 227288 0 11538 2923030 0 518863 17 1 1 0 Freeman PO Box 734596 Dallas TX 72373 Logistics Support Service 971354 Dwatts Construction LLC 4875 Eisenhower Ave Suite 250 Alexandria VA 22304 General Construction Contractor 838161 Smithbucklin Corporation 330 N Wabash Ave Suite 2000 Chicago IL 60677 Association Management & Agency Svcs 784707 Educationcounsel LLC 1320 Main St 17th Fl Columbia SC 29201 Program Support Services 426418 UW College of Education Campus Box 353600 222 Miller Hall Seattle WA 98195 Program Support Services 416500 15 270612 4975472 44982 5246084 Convention revenue 900099 4736804 4736804 Membership dues 900099 3892597 3892597 Leadership services 900099 3481400 3481400 Publications revenue 541800 1278337 19321 1259016 Public Policy & Advoc 900099 178652 178652 103191 103191 13670981 733782 733782 914974 914974 137669 382046 -244377 -244377 -117131 -127246 6041876 5507883 533993 533993 533993 10162 20384 -10222 -10222 Other income 900099 14611 14611 14611 20859826 12411965 1141885 2059892 X 15000 15000 2485671 1441845 969944 73882 2730964 1562900 1087979 80085 214496 135480 72074 6942 1189357 751219 399645 38493 402791 254410 135345 13036 11454 9167 1858 429 52888 52888 67692 67692 4129536 3305101 669861 154574 40623 8265 32321 37 1095928 936268 159188 472 148006 30111 117760 135 357483 340058 17425 1264031 1050656 198244 15131 3223845 3084431 135851 3563 23729 23729 242337 49303 192813 221 Subcontracts 500791 500791 Credit card discounts 208695 208695 Dues and subscriptions 200716 97501 103167 48 Other costs 91649 48211 43223 215 91276 35000 56276 18788958 13655717 4728553 404688 296 193 6310361 5159972 1128897 1206947 817161 740182 25509 22469 552539 661166 7031658 2170016 2874072 4861642 5099001 8974660 14310340 12642249 606535 1526545 31724711 35796025 2207251 2014531 3834381 3341284 816567 562503 1446429 3478324 8304628 9396642 X 22831965 25327454 588118 1071929 23420083 26399383 31724711 35796025 X 2070868 1114167 -205735 X 0 1 X 1 0 X 2665727 3949315 5469708 4986689 5246084 22317523 6622438 11751924 11789922 12375347 12422127 54961758 266380 266380 9554545 15701239 17259630 17362036 17668211 77545661 78570 78570 0 78570 78570 77467091 2038655 1536305 1306624 1688975 1648756 8219315 2038655 1536305 1306624 1688975 1648756 8219315 1831 40448 370000 412279 272958 233451 378880 35369 14611 935269 11866158 17470995 18946965 19126828 19701578 87112524 0.88930 0.88310 0.09440 0.10300 X Schedule A, Part III, Line 12, Explanation of Other Income: Other income - 2020 Amount: $ 272,958. 2021 Amount: $ 233,451. 2022 Amount: $ 378,880. 2023 Amount: $ 35,369. 2024 Amount: $ 14,611. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 46370 46370 17805016 17851386 1000000 250000 0 0 920190 992123 1000000 1000000 3912313 5868470 34009 26268 23855 46370 130502 230048 248031 250000 250000 978079 1467119 1294582 70023 26216 1390821 1197424 73704 23454 1294582 1179092 50359 16474 66500 1179425 1314864 -25440 92333 1197091 1248203 27318 39343 1314864 0.82349 0.10785 0.06866 0 0 1120555 1120555 2855367 1370536 1484831 2031260 84610 1946650 1024476 714870 309606 4861642 Ishares Aggregate Bond Fund 1839962 F Ishares Russell Top 200 Growth ETF 3101589 F Ishares Core US Aggregate Bond ETF 7700698 F 12642249 Accrued Postretirement medical benefits 952970 Deferred compensation 499894 Lease liabilities - operating lease 2025460 3478324 X 22102996 1114167 -205735 908432 21194564 67692 -402430 -334738 20859826 19123696 402430 402430 18721266 67692 67692 18788958 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 X 1 1 X X 1 0 0 0 0 0 0 0 0 David Schuler Executive Director 519705 0 25932 0 4093 0 20700 0 49839 0 620269 0 0 0 Christopher Daw AED, Association Services 220128 0 14567 0 0 0 13505 0 28984 0 277184 0 0 0 Noelle Ellerson Ng AED, Governance and Advocacy 206777 0 11257 0 0 0 13198 0 42910 0 274142 0 0 0 Anthony Schlorff AED, Finance and IT 206123 0 11257 0 0 0 13198 0 41778 0 272356 0 0 0 Erin McCallum AED, Strategy and Communications 197083 0 11257 0 0 0 9229 0 41618 0 259187 0 0 0 Tammy Barbara AED, Sponsorship and Partnership 219222 0 11257 0 0 0 13198 0 5774 0 249451 0 0 0 Valerie Truesdale Sr. Assist. Executive Director, Lead 196815 0 10552 0 0 0 11957 0 29142 0 248466 0 0 0 Morton Sherman Former AED, Leadership Network 153262 0 12338 0 61688 0 7972 0 3566 0 238826 0 0 0 Kristine Gilmore AED, Leadership Network 166249 0 11291 0 0 0 7244 0 49758 0 234542 0 0 0 Jay Goldman Editor, School Administrator Magazin 146129 0 11298 0 0 0 9449 0 45236 0 212112 0 0 0 Marie Ann Levett Assistant Executive Director, Leader 180591 0 9057 0 0 0 10648 0 1402 0 201698 0 0 0 Amelia Vance Chief Counsel, Student & Child Priva 145606 0 7875 0 0 0 9287 0 20328 0 183096 0 0 0 Brandon Glotfelty Director of Finance 143119 0 8502 0 0 0 8901 0 10042 0 170564 0 0 0 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). X Technology Equipment 4090 44982 FMV 0 0 0 0 Part I, Column (b): The number of contributions listed is number of items contributed. 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.