Civic Intelligence

Association for Supervision & Curriculum Development

990 • Fiscal year 2014 • EIN 52-6078980

Sep 01, 2013 to Aug 31, 2014 • Filed on Dec 29, 2014

1703 Nbeaureagard St22311

(703) 578-9600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.25x

Higher debt load relative to assets than 43% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

54th percentile

0.49x

Higher debt load relative to revenue than 54% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

8th percentile

-16%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

86th percentile

$844,363

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

10th percentile

-4.8%

Faster asset growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-3.9%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2012 to 2014

Assets

Down

$92,580,675

Down $4,637,567 (-4.8%) from 2013

Net Assets

Down

$69,689,633

Down $4,109,519 (-5.6%) from 2013

Liabilities

Down

$22,891,042

Down $528,048 (-2.3%) from 2013

Revenue

$46,770,900

No earlier filing loaded for comparison.

Expenses

Up

$54,304,406

Up $670,307 (+1.2%) from 2013

Net Income

-$7,533,506

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $97,765,410Liabilities 2010: $26,053,950Net Assets 2010: $71,711,4602010Assets 2011: $104,923,053Liabilities 2011: $25,995,172Net Assets 2011: $78,927,8812011Assets 2012: $100,598,519Liabilities 2012: $23,612,558Net Assets 2012: $76,985,9612012Assets 2013: $97,218,242Liabilities 2013: $23,419,090Net Assets 2013: $73,799,1522013Assets 2014: $92,580,675Liabilities 2014: $22,891,042Net Assets 2014: $69,689,6332014Assets 2015: $84,201,026Liabilities 2015: $21,409,317Net Assets 2015: $62,791,7092015Assets 2016: $83,734,958Liabilities 2016: $26,226,150Net Assets 2016: $57,508,8082016Assets 2017: $84,784,596Liabilities 2017: $30,468,829Net Assets 2017: $54,315,7672017Assets 2018: $79,718,625Liabilities 2018: $24,623,667Net Assets 2018: $55,094,9582018Assets 2019: $76,185,803Liabilities 2019: $23,755,630Net Assets 2019: $52,430,1732019Assets 2020: $74,879,436Liabilities 2020: $24,947,895Net Assets 2020: $49,931,5412020Assets 2021: $89,116,605Liabilities 2021: $28,571,018Net Assets 2021: $60,545,5872021Assets 2022: $67,223,894Liabilities 2022: $10,262,062Net Assets 2022: $56,961,8322022Assets 2023: $69,861,875Liabilities 2023: $25,951,991Net Assets 2023: $43,909,8842023Assets 2024: $67,994,049Liabilities 2024: $26,965,046Net Assets 2024: $41,029,0032024

Highlighted filing

2014

Assets$92,580,675
Liabilities$22,891,042
Net Assets$69,689,633

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MExpenses 2010: $50,348,4692010Expenses 2011: $53,194,4852011Revenue 2012: $50,645,717Expenses 2012: $53,567,016Net Income 2012: -$2,921,2992012Expenses 2013: $53,634,0992013Revenue 2014: $46,770,900Expenses 2014: $54,304,406Net Income 2014: -$7,533,5062014Revenue 2015: $42,974,491Expenses 2015: $47,750,689Net Income 2015: -$4,776,1982015Revenue 2016: $40,110,174Expenses 2016: $46,651,083Net Income 2016: -$6,540,9092016Revenue 2017: $41,519,373Expenses 2017: $46,381,578Net Income 2017: -$4,862,2052017Revenue 2018: $40,122,726Expenses 2018: $39,791,657Net Income 2018: $331,0692018Revenue 2019: $48,760,285Expenses 2019: $38,700,466Net Income 2019: $10,059,8192019Revenue 2020: $26,629,493Expenses 2020: $31,299,742Net Income 2020: -$4,670,2492020Revenue 2021: $33,555,504Expenses 2021: $29,885,102Net Income 2021: $3,670,4022021Revenue 2022: $39,968,095Expenses 2022: $34,292,952Net Income 2022: $5,675,1432022Revenue 2023: $49,379,624Expenses 2023: $72,374,176Net Income 2023: -$22,994,5522023Revenue 2024: $46,004,090Expenses 2024: $54,652,420Net Income 2024: -$8,648,3302024

Highlighted filing

2014

Revenue$46,770,900
Expenses$54,304,406
Net Income-$7,533,506
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Dec 29, 2014
Return Version
2013v4.0
Gross Receipts
$75,816,894
Mission and Program Overview

Mission

The purpose of ascd is the general improvement of education through the promotion of programs and practices that will facilitate the wholesome development of all persons involved in educational efforts. Specifically, the association will:

The purpose of ascd is the general improvement of education through the promotion of programs and practices that will facilitate the wholesome development of all persons involved in educational efforts. Specifically, the association will: 1. Provide human resource development experiences to promote professional leadership and cooperative curriculum planning and development by all persons involved in and affected by education at all levels. 2. Provide human resource development experiences to improve supervisory skills and leader behavior that focus directly on assisting instructional personnel in achieving instructional goals. 3. Review and disseminate information about educational practice, media, research, and materials for improving education. 4. Develop and sustain communication among all of the groups of professionals directly involved in the improvement of curriculum and instruction. 5. Identify, study and evaluate issues in supervision, curriculum and instruction and express the

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$51,536,963$57,592,985▲ $6,056,022
Land, Buildings, and Equipment, Net$14,317,081$14,526,649▲ $209,568
Savings and Temporary Cash Investments$19,658,115$8,936,349▼ $10,721,766
Accounts Receivable$4,707,615$6,194,939▲ $1,487,324
Inventories for Sale or Use$2,064,603$1,727,292▼ $337,311
Prepaid Expenses and Deferred Charges$1,981,923$1,640,754▼ $341,169
Intangible Assets$1,049,955$912,736▼ $137,219
Pledges and Grants Receivable$955,818$119,297▼ $836,521
Total Assets$97,218,242$92,580,675▼ $4,637,567
Other Assets Total$946,169$929,674▼ $16,495
Liabilities
Deferred Revenue$9,861,279$9,756,353▼ $104,926
Accounts Payable and Accrued Expenses$6,072,866$6,311,527▲ $238,661
Mortgage Notes Payable Secured by Investment Property$6,380,000$5,850,000▼ $530,000
Other Liabilities$1,104,945$973,162▼ $131,783
Total Liabilities$23,419,090$22,891,042▼ $528,048
Net Assets / Fund Balance
Unrestricted Net Assets$72,657,527$69,552,429▼ $3,105,098
Temporarily Rstr Net Assets$1,141,625$137,204▼ $1,004,421
Total Net Assets Fund Balance$73,799,152$69,689,633▼ $4,109,519
Total Liabilities and Net Assets / Fund Balance$97,218,242$92,580,675▼ $4,637,567

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,629,626$6,177,873$15,807,499
Equipment$713,260$7,621,013$8,334,273
Other Land Buildings$2,983,361$4,383,520$7,366,881
Land$1,173,000-$1,173,000
Leasehold Improvements$27,402$228,344$255,746
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gene Carter-FT$791,163$53,200$844,363
Gene CarterCEO-$439,941$404,422$844,363
Eric Bellamy-FT$261,689$51,304$312,993
Eric BellamyCFO-$218,417$94,576$312,993
Deborah Hall-FT$225,758$48,700$274,458
Deborah HallChief Org Svcs Offic-$200,952$52,276$274,458
Judith Seltz-FT$230,194$40,306$270,500
Judith SeltzCEO-$186,175$84,325$270,500
Mary Catherine Desrosiers-FT$240,660$9,956$250,616
Mary Catherine DesrosiersChief Prog Dev Offic-$222,524$54,948$250,616
Ron Miletta-FT$168,848$30,580$199,428
Ron MilettaAssoc Exec Director-$133,333$64,559$199,428
Lori Schulman-FT$152,651$31,251$183,902
Lori SchulmanGeneral Counsel-$136,630$45,514$183,902
Pamela Taylor-FT$140,373$37,722$178,095
Pamela TaylorActing CFO-$127,021$54,106$178,095
Edward Bloom-FT$138,402$35,900$174,302
Edward BloomSr Creative Director-$119,970$54,264$174,302
Jeffry Collins-FT$137,835$35,785$173,620
Jeffry CollinsSr Dir, Digital Solu-$130,241$26,839$173,620
Melody Ridgeway-FT$144,889$25,677$170,566
Melody RidgewayDirector, It-$127,390$42,922$170,566
Richard Papale-FT$154,330$15,050$169,380
Richard PapaleActing Chief Pd Offi-$135,403$45,475$169,380
Theresa Lewallen-FT$119,600$26,339$145,939
Becky BergPresident-$8,143-$8,143
Debra HillImmed Past P-$2,108-$2,108

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Royle Printing CompanyConsultant/auth-$273,204
Pbd WorldwideConsultant-$265,100
Jeff BryantConsultant-$258,288
-Printing-$257,487
-Storage/fulfill-$242,589
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$24,677,991
Investment Income
$2,626,092
Other Revenue
$19,466,817
Change in Net Assets
$-7,533,506

Audited Revenue Reconciliation

Revenue per Audited Statements
$47,668,308
Revenue Not Reported on Financial Statements
$-897,408
Revenue Not Reported on Form 990
$3,776,556
Other Revenue Adjustments
$-897,408
Total Revenue per Audited Statements
$51,444,864
Total Revenue per Form 990
$46,770,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,983,791
Salaries, Compensation, and Employee Benefits$23,228,400
Grants and Similar Amounts Paid$92,215
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,783,336$6,338,050-$15,121,386
Fees for Services Other$4,459,064$1,374,290-$5,833,354
Office Expenses$2,813,690$1,009,375-$3,823,065
Conferences and Meetings$2,383,867$473,719-$2,857,586
Other Employee Benefits$1,529,793$1,304,756-$2,834,549
Current Officers, Directors, Trustees, and Key Employees$762,099$2,057,551-$2,819,650
Royalties$2,612,512--$2,612,512
Travel$1,702,799$420,577-$2,123,376
Depreciation Depletion$1,181,347$840,253-$2,021,600
Occupancy$706,709$685,948-$1,392,657
Pension Plan Contributions$670,474$569,076-$1,239,550
Payroll Taxes$691,864$521,401-$1,213,265
Information Technology$9,816$701,591-$711,407
Advertising$131,302$546,881-$678,183
Fees for Service Investment Mgmnt Fees-$193,338-$193,338
Fees for Services Legal-$179,400-$179,400
Other Expenses$98,000$770,189-$98,000
Grants to Domestic Orgs$77,784--$77,784
Fees for Services Accounting-$63,088-$63,088
Fees for Services Lobbying$37,120--$37,120
Grants to Domestic Individuals$14,431--$14,431
All Other Expenses$-1,655,143--$-1,655,143
Total Functional Expenses$35,158,316$19,146,090$0$54,304,406

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$55,554,383
Expenses per Audited Statements$54,304,406
Total Expenses per Form 990$54,304,406
Expenses Not Reported on Form 990$1,249,977
International Activity

International Summary

Employees
1
Spending
$120,000

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia & the PacificProgram ServicesBusiness Development-1$120,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Interest Swap - Mortgage$973,162
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Ascd offers several membership opportunities sure to meet the needs of every educator. Each membership category comes in either print/online or online-only format. The online-only membership categories offer the same valuable benefits and deep discounts on ascd professional development resources as their print/online counterparts. Where the print/online and online-only membership categories differ is with the delivery method of benefits. Educational leadership and education update are delivered only electronically for online-only members. Additionally, the member books are provided as downloads in e-book format for premium online and select online members.

Form 990, Page 6, Part VI, Line 7A

Ascd's nominations committee develops the slate of candidates for the board of directors election. The general membership then votes to elect the members of the board of directors.

Form 990, Page 6, Part VI, Line 7B

Changes to the governance of the organization are subject to approval by members.

Form 990, Page 6, Part VI, Line 10B

Requirements to become an affiliate: for a group to affiliate with ascd, a completed application is submitted to constituent services. The ascd executive director reviews and recommends applications to the ascd board of directors, which acts on applications for affiliation. Maintaining affiliation: to maintain active affiliate status, the following conditions must be met: the affiliate signs and fulfills an affiliation agreement with ascd. The affiliate maintains a current constitution, which is consistent with the ascd constitution. The affiliate and ascd create and implement plans biennially for working together to support common goals and evidence of progress. The affiliate provides regular mechanisms for member participation in affiliate governance. The affiliate participates actively in ascd governance and constituent activities and meetings on an annual basis. The affiliate has a plan that correlates with ascd vision and goals. The affiliate strives to have its membership reflect the diversity of educators in its geographic area. The affiliate includes "ascd" in its name and clearly indicates affiliate status with ascd. Withdrawal of affiliate status: withdrawal of affiliate status is a serious matter which will be recommended only after attempts have been made to work with the affiliate leadership to avert such action. Withdrawal of affiliate status may be initiated in the event that the affiliate has not signed an affiliation agreement, has not met the requirements to maintain their status as an affiliate, or fails to respond to attempts by ascd to work with the affiliate leadership. Once an affiliate has been identified as having met the threshold for withdrawal of status, the following procedures will be employed: a written notice is sent to the affiliate president, if known, by the ascd executive director or designee to outline concerns. Ascd staff and affiliate leadership will develop in concert a plan of action to address the concerns. The affiliate may request a period of up to a year to address the concerns or to explore becoming a connected community. Staff and the affiliate will assess progress at the six- and twelve- month marks. If no leadership exists, staff will arrange a meeting among ascd members in the affiliate region to determine interest in revitalizing or reforming the group as an affiliate or as a connected community. Ascd staff will assess the removal of the affiliate from the joint dues program and take the proper internal steps to do so. If sufficient interest exists, staff will convene an ad hoc group from among members in the region to explore further the revitalization of the affiliate. If probationary status is not requested by the affiliate president, if practices are not made consistent with the conditions to maintain affiliation, or if staff and members determine that there is insufficient interest to revitalize the affiliate, disaffiliation is recommended by the ascd executive director or designee to the ascd board of directors.

Form 990, Page 6, Part VI, Line 11B

A copy of form 990 is provided to the board of directors after it is filed with the internal revenue service due to the incompatability between the timing of the completion and due date of the return with the board of directors regular meeting schedule.

Form 990, Page 6, Part VI, Line 12C

Each board member at the start of their term is required to read and agree by signing the conflict of interest policy. The policy states the following: there may be times in your role as a board member that you could encounter a conflict of interest. The following guidelines are available to help you in such a situation. "to avoid a conflict of interest, at the time an action or policy is under consideration, each officer and all elected or appointed officials and staff members inform the leadership council or board of directors members of any position currently held or held in the past, of any investment, and of any business or a vocational activity that may result in a possible conflict of interest or bias for or against the particular action or policy. "officers, directors, or staff members abstain from participation in the review of or from voting on any action in which they have a direct or indirect interest. The person having the conflict retires from the room in which the leadership council or board of directors is meeting but provides any and all relevant information. The minutes of the meeting reflect that the conflict of interest was disclosed and that the interested person was not present during the final discussion and did not vote. I agree that i will follow the above guidelines and if in doubt about a situation, i will bring it to the attention of the other officers for clarification."

Form 990, Page 6, Part VI, Line 15A

The ascd board of directors' compensation committee (comprised of the board officers) is responsible for reviewing compensation survey data annually. The compensation committee makes a recommendation to the full board of directors. The full board approves the executive director's compensation at the annual board meeting, march 14, 2014.

Form 990, Page 6, Part VI, Line 15B

The chief human resources and organizational services officer annually reviews the deputy executive directors' and key staff's compensation using compensation surveys as a benchmark. The chief human resources and organizational services officer may or may not make a recommendation for equity adjustments based on the survey data. Anchored with the annual salary budget and information from the chief human resources and organizational services officer, the executive director determines and approves annual increases for deputy executive directors and key staff.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon written request or by telephone. Ascd provides copies to the requestor within thirty days of receiving the request.

Filing and Contact Details

Filer

EIN
52-6078980
Phone
7035789600

Signing Officer

Name
Pamela Taylor
Title
Acting CFO
Phone
7035789600
Signed
2014-12-29

Organization Details

Principal Officer
Judith Seltz
Formed
1943
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
253
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The purpose of ascd is the general improvement of education through the promotion of programs and practices that will facilitate the wholesome development of all persons involved in educational efforts. Specifically, the association will: 1. Provide human resource development experiences to promote professional leadership and cooperative curriculum planning and development by all persons involved in and affected by education at all levels. 2. Provide human resource development experiences to improve supervisory skills and leader behavior that focus directly on assisting instructional personnel in achieving instructional goals. 3. Review and disseminate information about educational practice, media, research, and materials for improving education. 4. Develop and sustain communication among all of the groups of professionals directly involved in the improvement of curriculum and instruction. 5. Identify, study and evaluate issues in supervision, curriculum and instruction and express the association's position on them, including the impact that forces outside of the school have on the learner. 6. Encourage research, evaluation and theory development in the areas of curriculum, supervision and instruction. 7. Strive for balance in the curriculum and maintain a perspective of the total education program. 8. Demonstrate leadership in dealing with the current and emerging education issues in order to ensure equal and quality educational opportunities for all students. 9. Ensure all children get a world class education that prepares them to participate fully in a global economy and a global society.

Form 990, Page 2, Part III, Line 4D

Annual conference and exhibit show - informs and trains member and non- member educators in the latest and best educational practices. Also provides a forum to exchange ideas for over 7,600 participants. 1,768,240 constituent services - provides services to members through 56 affiliated locations within the us, puerto rico, canada, the caribbean, and east asia. 2,647,881 public policy - educates, engages and empowers members in the area of advocacy and influence. 767,876 common core state standards - the bill & melinda gates foundation awarded ascd a grant in the amount of 3,024,695 on february 28,2011. The grant period ended december 31, 2013, with the association returning 352,569 of unspent funds from the original grant amount to the bill & melinda gates foundation. The charitable purpose of the grant is to provide both teachers and school leaders with specific information about the common core standards, to develop a tool for the gates foundation that will deliver technical assistance for purposes of successful implementation of the standards at the district, school, and classroom levels. The bill & melinda gates foundation awarded ascd an additional grant on july 24, 2013 in the amount of 244,733. The grant period extends to june 30, 2015. The charitable purpose of this grant is to support implementation of the common core state standards. 653,124

Form 990, Part IX, Line 11G

Consulting & professional fee 714,240 0 0 consulting & professional fee 323,227 0 0 consulting & professional fee 2,606,040 0 0 consulting & professional fee 815,557 0 0 consulting & professional fee 0 1,374,290 0

Form 990, Part XI, Line 9

Cost of goods sold 1,200,625 rental expenses 49,352 grant refund to donor -352,569 cost of goods sold -1,200,625 rental expenses -49,352

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

Cost of goods sold -1,200,625 rental expenses -49,352 grant refund to donor 352,569

Schedule D, Page 4, Part XII, Line 2D

Cost of goods sold 1,200,625 rental expenses 49,352

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.0$27.0$41.0$46.0$54.7$8.65
2023Detailed filing. Detailed filing data is available for this year.$69.9$26.0$43.9$49.4$72.4$23.0
2022Detailed filing. Detailed filing data is available for this year.$67.2$10.3$57.0$40.0$34.3$5.68
2021Detailed filing. Detailed filing data is available for this year.$89.1$28.6$60.5$33.6$29.9$3.67
2020Detailed filing. Detailed filing data is available for this year.$74.9$24.9$49.9$26.6$31.3$4.67
2019Detailed filing. Detailed filing data is available for this year.$76.2$23.8$52.4$48.8$38.7$10.1
2018Detailed filing. Detailed filing data is available for this year.$79.7$24.6$55.1$40.1$39.8$0.33
2017Detailed filing. Detailed filing data is available for this year.$84.8$30.5$54.3$41.5$46.4$4.86
2016Detailed filing. Detailed filing data is available for this year.$83.7$26.2$57.5$40.1$46.7$6.54
2015Detailed filing. Detailed filing data is available for this year.$84.2$21.4$62.8$43.0$47.8$4.78
2014Detailed filing. Detailed filing data is available for this year.$92.6$22.9$69.7$46.8$54.3$7.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.2$23.4$73.8$53.6
2012Summary only. Only limited summary data is available for this year.$101$23.6$77.0$50.6$53.6$2.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$105$26.0$78.9$53.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.8$26.1$71.7$50.3