Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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 | 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).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 515,000 | 75,000 | 590,000 | |||
| 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 | 40,988,748 | 38,841,489 | 36,729,759 | 35,895,287 | 34,528,496 | 186,983,779 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | 864,288 | 859,100 | 943,124 | 904,546 | 930,487 | 4,501,545 |
| 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 | 41,853,036 | 39,700,589 | 37,672,883 | 37,314,833 | 35,533,983 | 192,075,324 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 0 | |||||
| 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. | 0 | |||||
| c | Add lines 7a and 7b.. | 0 | |||||
| 8 | Public support. (Subtract line 7c from line 6.) | 192,075,324 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 41,853,036 | 39,700,589 | 37,672,883 | 37,314,833 | 35,533,983 | 192,075,324 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 2,482,645 | 2,310,762 | 2,613,971 | 2,780,500 | 2,486,955 | 12,674,833 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 2,482,645 | 2,310,762 | 2,613,971 | 2,780,500 | 2,486,955 | 12,674,833 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | 40,339 | 6,092 | 46,431 | |||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 1,078,055 | 580,785 | 492,358 | 555,628 | 403,173 | 3,109,999 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 45,454,075 | 42,598,228 | 40,779,212 | 40,650,961 | 38,424,111 | 207,906,587 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 1 | 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, PART VI, SECTION A, LINE 6 | CLASSES OF MEMBERS OR STOCKHOLDERS 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, PART VI, SECTION A, LINE 7A | ELECTION OF MEMBERS AND THEIR RIGHTS 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, PART VI, SECTION A, LINE 7B | DECISIONS SUBJECT TO APPROVAL OF MEMBERS. CHANGES TO THE GOVERNANCE OF THE ORGANIZATION ARE SUBJECT TO APPROVAL BY MEMBERS. |
| FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, 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 GUIDELINE 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 ANDSTAFF 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, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMING COMPENSATION OF THE CEO, EXECUTIVE DIRECTOR, AND TOP MANAGEMENT OFFICIALS: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 IN APRIL 2016. PROCESS FOR DETERMING COMPENSATION FOR KEY EMPLOYEES: THE SENIOR DIRECTOR, HUMAN RESOURCES ANNUALLY REVIEWS THE ASSOCIATE EXECUTIVE DIRECTOR'S, CHIEF OFFICERS', AND KEY STAFF'S COMPENSATION USING COMPENSATION SURVEYS AS A BENCHMARK. THE SENIOR DIRECTOR, HUMAN RESOURCES 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 SENIOR DIRECTOR, HUMAN RESOURCES, THE EXECUTIVE DIRECTOR DETERMINES AND APPROVES ANNUAL INCREASES FOR THE ASSOCIATE EXECUTIVE DIRECTOR, CHIEF OFFICERS. AND KEY STAFF. 2017 WAS THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE PROCESS LAST TOOK PLACE IN 2017. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST OR BY TELEPHONE. ASCD PROVIDES COPIES TO THE REQUESTER WITHIN THIRTY DAYS OF RECEIVING THE REQUEST. |
| FORM 990, PART IX, LINE 11G | EDITORS, TECHNOLOGY SERVICES, CONSULTANTS, AND PRESENTER: PROGRAM SERVICE EXPENSES 4,031,269. MANAGEMENT AND GENERAL EXPENSES 1,042,035. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,073,304. |
| FORM 990, PART XI, LINE 9: | GAIN ON INTEREST RATE SWAP 42,796. INVESTMENT LOSS FROM SGC, LLC -946,761. |
| Software ID: | |
| Software Version: |