Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
National Board for Professional Teaching Standards Inc
Employer identification number
52-1512323
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
5,753,132
2,186,400
1,864,852
5,258,532
6,314,424
21,377,340
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5,753,132
2,186,400
1,864,852
5,258,532
6,314,424
21,377,340
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
2,171,025
6
Public Support. Subtract line 5 from line 4.
19,206,315
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
5,753,132
2,186,400
1,864,852
5,258,532
6,314,424
21,377,340
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
1,787,498
2,229,011
1,386,922
414,341
125,243
5,943,015
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
110,768
99,896
109,797
109,950
45,367
475,778
11
Total support (Add lines 7 through 10).
27,796,133
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
208,957,628
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
69.100 %
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A, Part II, Line 10, Explanation of Other Income: Publications ACE/GMU Program Miscellaneous
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
National Board for Professional Teaching Standards Inc
Employer identification number
52-1512323
Identifier
Return Reference
Explanation
Form 990, Part VI, Section B, line 11
The 990 is prepared by the Director, Finance & Accounting. The final work is reviewed by the Chief Financial Officer. The Return is reviewed next by the President & CEO (if applicable, Acting CEO) before forwarding to NBPTS' accounting firm for electronic filing analysis. At this stage, NBPTS' accountants review the Return for any discrepancies that may cause errors in electronic filing and perform an overall review of the content. At the point at which the Return can be filed, a copy is posted on a secure web site for members of the Board of Directors to view. Comments may be addressed to NBPTS staff by members of the Board of Directors. After the comment period, the Return is electronically filed.
Form 990, Part VI, Section B, line 12c
Board of Director members annually receive a list of substantial vendors and disclose any dealings with or interests in those vendors. Board members are expected to recuse themselves from any deliberations or votes where a conflict of interest may occur. Staff, including those whose positions are as corporate officers, are not required to make annual disclosures. Executive Committee of the Board is required to approve all contracts in excess of $250,000.
Form 990, Part VI, Section B, line 15
The CEO is a contract position whose duties and responsibilities are determined, suspervised, and measured by the Executive Committee of the Board of Directors. Typically, an executive search firm is engaged to manage and oversee the selection process of the CEO position. The Executive Committee of the Board engages an independent compensation consultant to make recommendations as to appropriate compensation levels for the CEO, based on compensation of CEOs in similarly sized and located organizations. Deliberations and minutes of the Executive Committee are kept in the organization's records. NBPTS hires employees, including those at an officer or executive director level, at market rates and provides salary increases based on equity adjustments and/or cost of living. NBPTS periodically compares salaries for its positions to external sources and uses the results of this review to make adjustments to correct market imbalances. Salary information for all levels of employees is provided annually to the Finance Committee. This process has been in place since 2006.
Form 990, Part VI, Section C, line 18
The form 1023 and 990 may be obtained from the Director, Finance & Accounting. Form 990s are available on guidestar.org.
Form 990, Part VI, Section C, line 19
NBPTS included its revised bylaws with its 2006 Form 990, which is available to the public on guidestar.org. Individuals seeking a copy of the bylaws may contact NBPTS and a copy will be sent free of charge. The Conflict of Interest policy is an internal Board document and is not made available to the public. Financial statements are made available to entities who have a valid purpose for obtaining such information.
Contact Addresses for Officers, Directors, Etc
Form 990, Part VII
Gov. Bob Wise - 1525 Wilson Blvd, #500, Arlington, VA 22209. Christy Levings - 1525 Wilson Blvd, #500, Arlington, VA 22209. Mary-Dean Barringer - 1525 Wilson Blvd, #500, Arlington, VA 22209. Peggy Brookins - 1525 Wilson Blvd, #500, Arlington, VA 22209. Kimberly Burnim Oliver - 1525 Wilson Blvd, #500, Arlington, VA 22209. Liane Cismowski - 1525 Wilson Blvd, #500, Arlington, VA 22209. J Andrew Coons - 1525 Wilson Blvd, #500, Arlington, VA 22209. Michael de la Torre - 1525 Wilson Blvd, #500, Arlington, VA 22209. Daniel Domenech - 1525 Wilson Blvd, #500, Arlington, VA 22209. Tammy Dunn - 1525 Wilson Blvd, #500, Arlington, VA 22209. Cedrick Gray - 1525 Wilson Blvd, #500, Arlington, VA 22209. Ruth Larson - 1525 Wilson Blvd, #500, Arlington, VA 22209. C. Kent McGuire - 1525 Wilson Blvd, #500, Arlington, VA 22209. Daniel Montgomery - 1525 Wilson Blvd, #500, Arlington, VA 22209. Renee Moore - 1525 Wilson Blvd, #500, Arlington, VA 22209. Lori Nazareno - 1525 Wilson Blvd, #500, Arlington, VA 22209. Maria Neira - 1525 Wilson Blvd, #500, Arlington, VA 22209. Glenda Ritz - 1525 Wilson Blvd, #500, Arlington, VA 22209. Haydee Rodriguez - 1525 Wilson Blvd, #500, Arlington, VA 22209. Clarence Savoie - 1525 Wilson Blvd, #500, Arlington, VA 22209. Ruth Ann Sweazy - 1525 Wilson Blvd, #500, Arlington, VA 22209. Roger Tilles - 1525 Wilson Blvd, #500, Arlington, VA 22209. Thomas Trang - 1525 Wilson Blvd, #500, Arlington, VA 22209. Kimberly Ursetta - 1525 Wilson Blvd, #500, Arlington, VA 22209. Dennis Van Roekel - 1525 Wilson Blvd, #500, Arlington, VA 22209. Lynette Wayne - 1525 Wilson Blvd, #500, Arlington, VA 22209. Randi Weingarten - 1525 Wilson Blvd, #500, Arlington, VA 22209. Kathleen Wiebke - 1525 Wilson Blvd, #500, Arlington, VA 22209. Mary Dilworth - 1525 Wilson Blvd, #500, Arlington, VA 22209. Marc Stephen Helgeson - 1525 Wilson Blvd, #500, Arlington, VA 22209. Treopia Washington - 1525 Wilson Blvd, #500, Arlington, VA 22209. Marc D'Anjou - 1525 Wilson Blvd #500, Arlington, VA 22209. Anna Davis - 1525 Wilson Blvd #500, Arlington, VA 22209. Barbara Gleason - 1525 Wilson Blvd #500, Arlington, VA 22209. Craig Thibaudeau - 1525 Wilson Blvd #500, Arlington, VA 22209. Amber Parker - 1525 Wilson Blvd #500, Arlington, VA 22209. Nancy Schwartz - 1525 Wilson Blvd #500, Arlington, VA 22209. H. Edward Clifton III - 1525 Wilson Blvd #500, Arlington, VA 22209. Joseph Aguerrebere - 1525 Wilson Blvd, #500, Arlington, VA 22209. Niesa Brateman Halpern - 1525 Wilson Blvd, #500, Arlington, VA 22209. Joan Auchter - 1525 Wilson Blvd, #500, Arlington, VA 22209.
Changes in Net Assets or Fund Balances:
Form 990, Part XI, line 5:
Net unrealized losses on investments: -15,861. Book/tax difference on disposition of assets. -23,087. Total to Form 990, Part XI, Line 5: -38,948.
Role of the Finance and Audit Committees:
The NBPTS Finance Committee periodically reviews internal financial reports and reviews year-end closing reports and statements. This Committee is also responsible for the review and approval of the Budget and its recommendation to the Board of Directors for final adoption. The Audit Committee meets with the independent auditors both prior to and after the annual audit. At the post-audit meeting, a complete review of the financial statements is presented by the auditors. The Audit Committee is charged with recommending the appointment of the independent auditors to the Board of Directors for approval.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.