Form990
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Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2021 , and ending 06-30-2022
BCheck if applicable:
CName of organization
BOARD OF CONTROL FOR SOUTHERN
REGIONAL EDUCATION
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
592 TENTH STREET NW
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA303185776
D Employer identification number

58-0566141
E Telephone number

G Gross receipts $ 19,850,098
F Name and address of principal officer:
STEPHEN PRUITT
592 TENTH STREET NW
ATLANTA,GA303185776
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.SREB.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization: COMPACT
L Year of formation: 1948
M State of legal domicile: GA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE BOARD OF CONTROL FOR SOUTHERN REGIONAL EDUCATION SHALL BE DEVOTED TO THE TASK OF ASSISTING STATES, INSTITUTIONS AND AGENCIES CONCERNED WITH HIGHER EDUCATION IN THEIR EFFORTS TO ADVANCE KNOWLEDGE AND TO IMPROVE THE SOCIAL AND ECONOMIC LEVEL OF THE SOUTHERN REGION. IN AIDING SUCH STATES, INSTITUTIONS AND AGENCIES, THE BOARD SHALL EXPLORE FULLY, RECOMMEND WHERE DESIRABLE, AND DEVELOP WHERE NEEDED, INTERSTATE COLLABORATION IN THE SUPPORT, EXPANSION OR ESTABLISHMENT OF REGIONAL SERVICES OR SCHOOLS FOR GRADUATE, PROFESSIONAL AND TECHNICAL EDUCATION.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 80
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 80
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 134
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,120,414 305,357
9 Program service revenue (Part VIII, line 2g) ......... 15,764,225 18,433,353
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 448,942 485,287
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 18,333,581 19,223,997
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 547,454 965,605
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 13,007,984 12,792,485
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,912,823 4,701,934
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 16,468,261 18,460,024
19 Revenue less expenses. Subtract line 18 from line 12....... 1,865,320 763,973
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 37,016,900 37,266,722
21 Total liabilities (Part X, line 26)............. 8,887,868 9,835,883
22 Net assets or fund balances. Subtract line 21 from line 20..... 28,129,032 27,430,839
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
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Firm's name MediumBullet

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May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE BOARD OF CONTROL FOR SOUTHERN REGIONAL EDUCATION SHALL BE DEVOTED TO THE TASK OF ASSISTING STATES, INSTITUTIONS AND AGENCIES CONCERNED WITH HIGHER EDUCATION IN THEIR EFFORTS TO ADVANCE KNOWLEDGE AND TO IMPROVE THE SOCIAL AND ECONOMIC LEVEL OF THE SOUTHERN REGION. IN AIDING SUCH STATES, INSTITUTIONS AND AGENCIES, THE BOARD SHALL EXPLORE FULLY, RECOMMEND WHERE DESIRABLE, AND DEVELOP WHERE NEEDED, INTERSTATE COLLABORATION IN THE SUPPORT, EXPANSION OR ESTABLISHMENT OF REGIONAL SERVICES OR SCHOOLS FOR GRADUATE, PROFESSIONAL AND TECHNICAL EDUCATION.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,075,919 including grants of $ 965,605 ) (Revenue $ 1,075,919 )
TQP:IN OCTOBER OF 2019, SREB BEGAN A FIVE-YEAR PROJECT FUNDED BY A TEACHER QUALITY PARTNERSHIP (TQP) GRANT FROM THE U.S. DEPARTMENT OF EDUCATION, OFFICE OF ELEMENTARY AND SECONDARY EDUCATION. THE PURPOSE OF THE GEORGIA RESIDENCY EDUCATING AMAZING (GREAT) PROGRAM IS TO INCREASE THE SUPPLY OF CERTIFIED MIDDLE SCHOOL MATH AND/OR SCIENCE TEACHERS IN HIGH-NEED DISTRICTS THROUGHOUT GEORGIA. THE PROJECT HAS THREE OVERARCHING GOALS: 1) DEVELOP AND IMPLEMENT THE GREAT TEACHER RESIDENCY MODEL, INCREASING THE CAPACITY OF PROJECT PARTNERS TO SELECT AND PREPARE HIGHLY QUALIFIED STEM TEACHERS WHILE USING A CONTINUOUS IMPROVEMENT PROCESS TO MAKE RECOMMENDATIONS FOR REVISIONS TO IMPLEMENTATION TO MAXIMIZE EFFECTIVENESS; 2) INCREASE THE SUPPLY OF WELL-PREPARED NOVICE TEACHERS WITH A BACKGROUND IN STEM FIELDS ENTERING THE TEACHING WORKFORCE IN HIGH-NEEDS DISTRICTS IN GEORGIA; AND 3) IMPROVE MIDDLE GRADES STUDENT ACHIEVEMENT IN SCIENCE, MATHEMATICS, AND INCREASE STUDENTS' AWARENESS OF AND INTEREST IN STEM CAREERS AND COMPUTER SCIENCE.THE GREAT PROJECT INVOLVES A PARTNERSHIP AMONG SREB, GEORGIA COLLEGE AND STATE UNIVERSITY, AND HIGH-NEED SCHOOL DISTRICTS. THROUGH THIS PARTNERSHIP, THE PROJECT STAFF RECRUIT INDIVIDUALS WITH BACHELOR'S DEGREES IN SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS (STEM) FIELDS TO PARTICIPATE IN THE PROGRAM AS RESIDENTS. SELECTED RESIDENTS EARN A MASTER OF ARTS IN TEACHING (M.A.T.) DEGREE FROM GCSU BY COMPLETING A 15-MONTH, 36-CREDIT ONLINE PROGRAM. WHILE EARNING THEIR DEGREE, THE PARTICIPANTS COMPLETE A FULL-YEAR RESIDENCY AT A GEORGIA MIDDLE SCHOOL IN THEIR SPONSORING DISTRICT AND RECEIVE A STIPEND OF $42,000. THE RESIDENCY PROVIDES RESIDENTS WITH FIELD EXPERIENCE UNDER THE GUIDANCE OF A HIGHLY-SKILLED PARTNER TEACHER FROM THEIR SCHOOL AND AN INSTRUCTIONAL COACH FROM SREB WHO SPECIALIZES IN MATH OR SCIENCE. UPON SUCCESSFUL COMPLETION OF THE RESIDENCY, GRADUATES ARE EMPLOYED AS CERTIFIED MATH AND/OR SCIENCE TEACHERS IN MIDDLE SCHOOLS WHERE THE DISTRICTS AND SREB INSTRUCTIONAL COACHES PROVIDE TWO YEARS OF INDUCTION SUPPORT, INCLUDING MENTORING AND ONGOING FACE-TO-FACE INSTRUCTIONAL COACHING. WHEN RESIDENTS ENTER THE PROGRAM THEY COMMIT TO REMAINING IN THEIR ROLE AS TEACHER OF RECORD FOR AT LEAST THREE YEARS AFTER COMPLETING THE RESIDENCY. THREE COHORTS OF RESIDENTS HAVE BEEN RECRUITED FOR THIS PROJECT, WITH COHORTS BEGINNING IN THE SUMMERS OF 2020, 2021 AND 2022.ACCOMPLISHMENTSDURING THE 2021-22 FISCAL YEAR THE GREAT PROJECT TEAM PROVIDED COACHING SUPPORT TO COHORT I AS THEY COMPLETED THEIR MAT AND FIRST YEAR OF INDUCTION. THE PROJECT TEAM ALSO SUPPORTED COHORT II AS THEY BEGAN THEIR MAT AND THEIR RESIDENCY EXPERIENCE. IN ADDITION, THE GREAT PROJECT TEAM RECRUITED COHORT III AND GOT THEM STARTED ON THEIR FIRST SUMMER OF CLASSES AT GEORGIA COLLEGE. IN JULY OF 2021, THE FIRST TWO COHORTS CONVENED ON JEKYLL ISLAND IN GEORGIA FOR A WEEK OF INTENSIVE PROFESSIONAL LEARNING. ALL RESIDENTS WHO COMPLETED THE 2021 PROGRAM EVALUATION SURVEY REPORTED THAT THE SREB INSTRUCTIONAL COACHES AND THEIR PARTNER TEACHERS HAVE BEEN EFFECTIVE OR VERY EFFECTIVE IN THEIR DEVELOPMENT AS MIDDLE SCHOOL STEM TEACHERS.ACROSS THE THREE COHORTS, 42 RESIDENTS WERE RECRUITED AND BEGAN TRAINING TO BECOME STEM MIDDLE SCHOOL TEACHERS IN GEORGIA. ELEVEN WERE RECRUITED AS PART OF COHORT I, 16 AS PART OF COHORT II, AND 15 AS PART OF COHORT III.SIX COHORT I RESIDENTS COMPLETED THEIR MAT AT GEORGIA COLLEGE, AND ONE MORE HAS CONTINUED TO WORK TOWARDS COMPLETING ALL REQUIREMENTS FOR GRADUATION. SEVEN MEMBERS OF COHORT I WERE HIRED BY THEIR DISTRICTS AND ARE NOW CONTINUING INTO THEIR SECOND YEAR OF TEACHING.FIFTEEN MEMBERS OF COHORT II HAVE BEEN HIRED AS TEACHERS FOR THE 2022-23 SCHOOL YEAR, AND 14 ARE ON TRACK TO COMPLETE ALL CLASSES AND REQUIREMENTS FOR THEIR MAT IN AUGUST OF 2022. ONE HAS BEEN HIRED BY THEIR DISTRICT BUT IS STILL WORKING ON GRADUATION REQUIREMENTS AT GEORGIA COLLEGE. GEORGIA COLLEGE FACULTY DETERMINED THAT THE GREAT RESIDENT PERFORMANCE IN THE RESIDENCY WAS SUPERIOR TO THAT OF THEIR TYPICAL MAT COHORT PERFORMANCE, WITH THREE GREAT RESIDENTS PASSING WITH HONORS ON THEIR EXIT PORTFOLIOS AND SIX PASSING WITH DISTINCTION.ACROSS THE THREE COHORTS, 22 OF 33 RESIDENTS (67%) HAVE BEEN PLACED IN COUNTIES IDENTIFIED BY THE NATIONAL CENTER FOR EDUCATION STATISTICS AS RURAL COUNTIES. RESIDENTS HAVE BEEN PLACED IN A TOTAL OF 16 SCHOOL SYSTEMS (COUNTY EXCEPT WHERE SPECIFIED): BALDWIN; BARROW; CLARKE; DADE; GAINESVILLE CITY; GRIFFIN-SPALDING; GWINNETT; HOUSTON; JASPER; JONES; LAMAR; MERIWETHER; PUTNAM; SAVANNAH-CHATHAM; TALIAFERRO; AND WASHINGTON.GREAT PROGRAM'S DEMONSTRATED SUCCESS IN RECRUITING NEW TEACHERS AND HELPING THEM COMPLETE THEIR MAT PROGRAMS IS IMPORTANT GIVEN THE 27.4% DECREASE IN THE NUMBER OF PEOPLE COMPLETING TEACHER PREPARATION PROGRAMS IN RECENT YEARS (GARCIA AND WEISS, 2019).ACROSS ALL THREE COHORTS THE GREAT PROGRAM CURRENTLY HAS A 79% PERSISTENCE RATE. ONE OF THE INTENDED ACCOMPLISHMENTS OF THE PROJECT IS TO IMPROVE THE LIKELIHOOD THAT RESIDENTS ARE PLACED IN THE DISTRICTS WHERE THEY COMPLETE STUDENT TEACHING. CURRENTLY 95% (21 OF 22) OF RESIDENTS HIRED AS TEACHERS HAVE BEEN HIRED BY THE DISTRICTS WHERE THEY COMPLETED THEIR RESIDENCY (AS COMPARED WITH 40% OF FIRST-TIME TEACHERS HIRED BY THEIR STUDENT TEACHING DISTRICT IN A NATIONAL SAMPLE (GOLDHABER, KRIEG, NAITO, THEOBALD, 2019)). WHILE THERE HAS BEEN HIGHER THAN EXPECTED ATTRITION DURING THE RESIDENCY, ALL SEVEN COHORT I RESIDENTS WHO COMPLETED THE RESIDENCY ARE CONTINUING TO TEACH INTO THEIR SECOND YEAR IN THEIR HIRING DISTRICTS. THIS IS NOTEWORTHY GIVEN THAT NATIONWIDE, 9.5% OF FIRST YEAR TEACHERS DO NOT RETURN FOR A SECOND YEAR. FURTHERMORE, A RECENT STUDY FOCUSING ON TEACHER TURNOVER IN GEORGIA CALCULATED THAT ANNUAL TURNOVER AT LOW-INCOME RURAL SCHOOLS IN THE STATE THE SCHOOLS WE ARE ESPECIALLY ATTEMPTING TO SERVE IS AT 20% ANNUALLY (WILLIAMS, SWAIN AND GRAHAM, 2021).OF THE 33 GREAT RESIDENTS IN THE PROGRAM IN AUGUST, 2022, 11 (33%) ARE BLACK AND 14 (42%) ARE PEOPLE OF COLOR. THE DIVERSITY OF THE GREAT PROGRAM RESIDENTS WILL HELP TO MAKE GEORGIA'S TEACHER WORKFORCE MORE REFLECTIVE OF STUDENT DEMOGRAPHICS, AS CURRENTLY ONLY 12% OF GEORGIA'S RURAL TEACHERS ARE BLACK, WHILE 26% OF ITS RURAL STUDENTS ARE. THIRTY PERCENT (10/33) OF GREAT RESIDENTS ARE MALE, SLIGHTLY HIGHER THAN THE 26% OF ALL U.S. K12 TEACHERS WHO ARE MALE.IMPACTFROM THE FIRST TWO COHORTS OF THE GREAT PROGRAM, THERE ARE NOW SIX NEW MIDDLE SCHOOL MATH TEACHERS, 14 NEW MIDDLE SCHOOL SCIENCE TEACHERS, ONE MIDDLE SCHOOL TEACHER TEACHING BOTH MATH AND SCIENCE, AND A RESIDENT WHO HAS BEEN HIRED AT THE HIGH SCHOOL LEVEL TO TEACH ECOLOGY. THE GREAT RESIDENTS HAVE INCLUDED CAREER CHANGERS WHO MIGHT NOT OTHERWISE HAVE BEEN RECRUITED INTO TEACHING. SEVERAL RESIDENTS ALREADY HAD MASTERS OR DOCTORAL DEGREES IN STEM FIELDS WHEN RECRUITED INTO THE PROGRAM.RESIDENTS HAVE ALSO HAD HIGHLY POSITIVE IMPACTS ON STUDENT LEARNING IN THEIR SCHOOLS. FOR EXAMPLE, A COHORT I RESIDENT WHO IS NOW A FIRST-YEAR 8TH GRADE MATH TEACHER, HAS OUT-PACED THE VETERAN TEACHERS IN HIS SCHOOL WITH AN AVERAGE GROWTH PERCENTILE ABOVE THE 60TH PERCENTILE FOR HIS ALGEBRA 1 STUDENTS, AND ABOVE THE 57TH PERCENTILE FOR HIS 8TH GRADE MATH STUDENTS.
4b (Code:   ) (Expenses $ 1,007,553 including grants of $   ) (Revenue $ 1,232,099 )
ALCON:OVERVIEWSREB OFFICE OF SCHOOL IMPROVEMENT PROVIDES SERVICES TO 10 DISTRICTS AND/OR ORGANIZATIONS IN ALABAMA THROUGH THE ALCON COST CENTER. THESE DISTRICTS ARE PRIMARILY SMALL URBAN AND RURAL DISTRICT DIRECT SERVICE CONTRACTS. ALL CONTRACTS PROVIDE A CUSTOMIZED SUPPORT PLAN THAT IS BASED ON THE MAKING SCHOOL WORK (MSW) FRAMEWORK, THE MSW KEY PRACTICES AND THE MSW FIVE FOCUS AREAS FOR IMPROVEMENT. SREB COACHES SUPPORT SCHOOL AND DISTRICT LEADERS, TEACHERS, TEACHER TEAMS AND CAREER PATHWAY DEVELOPMENT. THE FOLLOWING DISTRICTS RECEIVE THIS SUPPORT:- ALEXANDER CITY SCHOOLS - BOAZ CITY SCHOOL SYSTEM- BIBB COUNTY SCHOOLS- COUNCIL FOR SCHOOL LEADERS OF ALABAMA- DECATUR CITY SCHOOLS - FAIRFIELD CITY SCHOOLS- HALE COUNTY SCHOOLS- PERRY COUNTY SCHOOLS - SYLACAUGA CITY SCHOOLS- TUSCALOOSA CITY SCHOOLSALEXANDER CITY SCHOOLS IS ENDING YEAR THREE OF A THREE-YEAR CONTRACT THAT SUPPORTED A DISTRICT WIDE FOCUS ON DEVELOPING AND LEADING PLCS AROUND HIGH-QUALITY INSTRUCTIONAL PRACTICES THAT IMPROVE STUDENT LEARNING EXPERIENCES. SREB CONDUCTED CURRICULUM AND INSTRUCTIONAL REVIEWS AT ALL SCHOOL IN THE ALEX CITY DISTRICT ESTABLISHING PROMISING PRACTICES AND OPPORTUNITIES TO GROW. FROM THIS DATA, PROFESSIONAL DEVELOPMENT AND COACHING WAS PROVIDED TO SECONDARY TEACHERS ON LITERACY AND MATH POWERFUL PRACTICES AND TO DISTRICT LEADERS, PRINCIPALS AND ASSISTANCE PRINCIPALS ON HOW TO SUPPORT TEACHERS AS THEY IMPLEMENT THE POWERFUL PRACTICES. ADDITIONALLY, TECHNICAL ASSISTANCE AND COACHING WAS PROVIDED TO THE CAREER TECHNICAL DIRECTOR AS SHE WORKED TO DEVELOP A K-12 WORK BASED LEARNING CONTINUUM FOR THE DISTRICT. ALEX CITY RECEIVES QUARTERLY PROFESSIONAL DEVELOPMENT FOR LEADERS THROUGH PLCS, MONTHLY COACHING FOR TEACHERS WITH EMBEDDED PROFESSIONAL DEVELOPMENT AND MONTHLY DISTRICT SUPPORT. BOAZ CITY SCHOOLS IS IN THE MIDST OF A LONG-TERM PARTNERSHIP THAT BEGAN WITH SUPPORTING THE DEVELOPMENT OF ROBUST CAREER PATHWAYS THAT ALIGN WITH REGIONAL WORKFORCE OPPORTUNITIES. A NEED TO SUPPORT LEADERS AND TEACHERS ON HIGH QUALITY INSTRUCTIONAL PRACTICES GREW OUT OF THIS WORK AND SUPPORT WAS EXTENDED TO INCLUDE POWERFUL LITERACY STRATEGIES, POWERFUL MATH STRATEGIES AND MORE IN-DEPTH SUPPORT FOR CAREER PATHWAYS. DISTRICT LEADERS ARE AN INTEGRAL PART OF THIS WORK AS THEY PARTNER WITH SREB COACHES TO ALIGN INITIATIVES TO SREB SERVICES. BOAZ RECEIVES QUARTERLY PROFESSIONAL DEVELOPMENT FOR LEADERS THROUGH PLCS, MONTHLY COACHING FOR TEACHERS WITH EMBEDDED PROFESSIONAL DEVELOPMENT AND MONTHLY DISTRICT SUPPORT. BIBB COUNTY SCHOOLS AND SREB HAVE PARTNERED FOR 6 YEARS AS THEY WORK TOWARD IMPLEMENTING A CONTINUOUS IMPROVEMENT MODEL FOR THE DISTRICT. THE CONTRACT BEGAN WITH DISTRICT LEADER TECHNICAL ASSISTANCE AND COACHING ON BUILDING COHERENCE THROUGHOUT THE DISTRICT AND HAS GROWN TO INCLUDE LEADERSHIP PROFESSIONAL DEVELOPMENT AND COACHING FOR PRINCIPALS, POWERFUL MATH PRACTICES, AND DISTRICT WIDE CURRICULUM MAPPING. BIBB COUNTY RECEIVES QUARTERLY PROFESSIONAL DEVELOPMENT FOR LEADERS THROUGH PLCS, MONTHLY COACHING FOR TEACHERS WITH EMBEDDED PROFESSIONAL DEVELOPMENT AND MONTHLY DISTRICT SUPPORT. SREB HAD A UNIQUE OPPORTUNITY TO PARTNER WITH COUNCIL FOR LEADERS OF ALABAMA SCHOOLS (CLAS) TO PRESENT A WEBINAR SERIES FOR MEMBERS ON ATTACKING EQUITY WITHIN SCHOOLS. THIS FIVE-SESSION SERIES WAS CONDUCTED VIRTUALLY WITH A FINAL FACE-TO-FACE MEETING WHERE PARTICIPANTS PRESENTED THEIR EQUITY PLANS. ADDITIONALLY, THE SERIES PROVIDED NETWORKING OPPORTUNITIES FOR SCHOOL LEADERS ACROSS ALABAMA. IN DECATUR CITY SCHOOLS, PERRY COUNTY SCHOOLS AND SYLACAUGA CITY SCHOOLS SREB COACHES ARE SUPPORTING COMPREHENSIVE REFORM INITIATIVES THAT TARGET LEADERS, TEACHERS AND STUDENT SUPPORT THROUGH PROFESSIONAL DEVELOPMENT, NETWORK IMPROVEMENT COMMUNITIES AND JOB EMBEDDED COACHING. SREB COACHES WORKED WITH EACH DISTRICT TO DEVELOP A CUSTOMIZED PLAN BASED ON THE DISTRICTS STRATEGIC PLAN AND CURRENT SCHOOL IMPROVEMENT PRIORITIES. EACH DISTRICT RECEIVES MONTHLY COACHING, QUARTERLY PROFESSIONAL DEVELOPMENT AND VIRTUAL FOLLOW UP TECHNICAL ASSISTANCE AS NEEDED. FAIRFIELD CITY SCHOOLS, HALE COUNTY SCHOOLS AND TUSCALOOSA CITY SCHOOLS PARTNERED WITH SREB AS THEY DESIGN AND IMPLEMENT A PRINCIPAL PIPELINE PROGRAM. SREB SUPPORTS EACH DISTRICT TO DEVELOP A CUSTOMIZED PLAN FOR GROWING THEIR OWN LEADERS THAT INCLUDES STRANDS FOR ASPIRING LEADERS, ASSISTANCE PRINCIPALS AND NEW PRINCIPALS. QUARTERLY MEETINGS PROVIDE PROFESSIONAL LEARNING AND NETWORKING OPPORTUNITIES FOR SPECIFIC GROUPS AND ARE FACILITATED BY SREB COACHES. FOLLOW UP JOB EMBEDDED COACHING IS PROVIDED IN TUSCALOOSA CITY SCHOOLS. ACCOMPLISHMENTSPROGRESS IS EVIDENT IN ALL TEN CONTRACTS THAT MAKE UP THE ALCON COST CENTER. LEADING INDICATORS SHOW PROGRAMMATIC AND OPERATIONAL IMPLEMENTATION OF SREB'S KEY PRACTICES AND PROBLEM-SOLVING PROCESS. ALL DISTRICTS SEND PARTICIPANTS TO THE MSW SUMMER CONFERENCE AS PRESENTERS AND AS LEARNERS OF BEST PRACTICES. BOAZ CITY SCHOOLS WON THE GENE BOTTOM'S DISTRICT PACESETTER AWARD IN 2022. IMPACTOVERALL, THE TEN DISTRICTS IN ALCON HAVE BEEN SUCCESSFUL AT IMPLEMENTING PROCESSES AND STRATEGIES LEARNED THROUGH COACHING AND PROFESSIONAL DEVELOPMENT. EACH DISTRICT IS AT VARYING STAGES OF IMPLEMENTATION BASED ON THE CONTRACT YEAR AND CUSTOMIZATION OF THE SUPPORTS. AT THE END OF EACH SCHOOL YEAR, AN IMPLEMENTATION EVALUATION IS PROVIDED TO EACH DISTRICT PROGRESS NOTED AND WITH NEXT STEPS SUGGESTED. EACH YEAR THE LEVELS OF SUPPORT HAS INCREASED AS DISTRICTS REALIZE THE NEED TO SUPPORT MORE TEACHERS AND LEADERS. IN TWO DISTRICTS, PRELIMINARY STATE PROFICIENCY DATA SHOWS INCREASES IN STUDENT ACHIEVEMENT. AS EXPECTED THERE HAVE BEEN SOME CHALLENGES, INCLUDING CHANGE OF LEADERSHIP AND TEACHER TURNOVER. THESE CHALLENGES ARE ADDRESSED, AND A PLAN IS MADE TO PROVIDE "CATCH UP" SUPPORTS TO NEW STAFF. IN ALL BUT ONE DISTRICT, ALEXANDER CITY, SREB HAS BEEN RETAINED TO CONTINUE PROVIDING SUPPORTS THROUGH THE 22-23 YEAR.
4c (Code:   ) (Expenses $ 825,171 including grants of $   ) (Revenue $ 999,185 )
NMCON:OVERVIEWIN 2021-2022 SREB PARTNERED WITH MULTIPLE DISTRICTS IN NEW MEXICO TO PROVIDE SCHOOL IMPROVEMENT SERVICES. CONTRACTED DISTRICTS INCLUDED GADSDEN, LAS CRUCES, ROSWELL, CARLSBAD AND GALLUP-MCKINLEY. GADSDEN SUPPORT INCLUDED K-12 SERVICES WITH CURRICULUM AND INSTRUCTION REVIEWS AND SUPPORT FOR FOCUS TEAMS FOR ALL 16 OF THEIR ELEMENTARY SCHOOL CAMPUSES. IN ADDITION, A CAREER PATHWAY REVIEW WAS PROVIDED FOR THE MIDDLE AND HIGH SCHOOLS. THIS PROCESS PROVIDED THE DISTRICT A K-12 VIEW OF THEIR PROMISING PRACTICES AND THEIR AREAS OF OPPORTUNITY. GADSDEN ALSO BEGAN PROFESSIONAL LEARNING COMMUNITIES (PLC). SREB PROVIDED TRAINING AND SUPPORT FOR ALL SCHOOLS TO ASSIST IN THE UNDERSTANDING AND IMPLEMENTATION OF PLCS. IN LAS CRUCES, WE ALSO CONDUCTED A CAREER PATHWAY REVIEW FOR THE MIDDLE AND HIGH SCHOOLS, PROVIDED INSTRUCTIONAL SUPPORT TO THEIR CAREER TECHNICAL EDUCATION (CTE) TEACHERS AND ONE MIDDLE SCHOOL (ZIA MIDDLE). IN CARLSBAD SUPPORT WAS PROVIDED TO CREATE AND IMPLEMENT CAREER THEMED ACADEMIES FOR THE HIGH SCHOOL. LEADERSHIP TRAINING, COUNSELING TRAINING AND COACHING SUPPORT WERE PROVIDED. INSTRUCTIONAL SUPPORT WAS ALSO PROVIDED TO INCREASE THE USE OF PROJECT BASED LEARNING. IN ROSWELL, SUPPORT FOR THE DIRECTOR OF CTE AND CTE STAFF WAS PROVIDED AS WELL AS PROFESSIONAL LEARNING AND COACHING FOR THE COUNSELORS' DISTRICT WIDE. CAREER PATHWAY AND BUSINESS PARTNER SECTOR MEETINGS WERE FACILITATED TO HELP BUILD STRONGER PATHWAYS AND PARTNERSHIPS FOR THE DISTRICT. ROSWELL HAS ADOPTED CURRICULUM FOR SEVERAL OF SREB'S ADVANCE CAREER PATHWAYS AND WE PROVIDED COACHING SUPPORT TO THOSE TEACHERS AS WELL. IN GALLUP-MCKINLEY SREB PROVIDED SIX PROFESSIONAL DEVELOPMENT SESSIONS FOR CTE TEACHERS FOCUSED ON BUILDING HIGH QUALITY ASSIGNMENTS, INCREASING RIGOR, INTEGRATING ACADEMIC AND CTE STANDARDS AND ALIGNED ASSESSMENTS. ONLINE SESSIONS WERE PROVIDED FOR ADMINISTRATORS SO THEY COULD BE TRAINED ON HOW TO PROVIDE ONGOING SUPPORT FOR TEACHERS AND PROVIDE QUALITY FEEDBACK BASED ON OBSERVATIONS AND WALKTHROUGHS. IN ADDITION, SREB PROVIDED ONLINE PROFESSIONAL LEARNING SERIES DURING THE SUMMER ON SIX TOPICS FOR THE NEW MEXICO PUBLIC EDUCATION DEPARTMENT. TEACHERS FROM ACROSS THE STATE PARTICIPATED.ACCOMPLISHMENTSIN GADSDEN BOTH ELEMENTARY AND SECONDARY TEACHERS AND LEADERS BEGAN THE PROCESS OF DEVELOPING A DISTRICT PLAN FOR IMPROVEMENT BASED ON THE OUTCOMES OF THE CURRICULUM AND INSTRUCTION REVIEWS AND CAREER PATHWAY REVIEW. TEACHERS WERE TRAINED ON A PROBLEM-SOLVING PROCESS AND EACH CAMPUS REVIEWED THEIR FINDINGS AND BEGAN THE PROCESS OF ADDRESSING THEIR AREAS OF OPPORTUNITY WITH RESEARCH-BASED PLANS BASED ON TEACHER INPUT. LAS CRUCES IS USING THE RESULTS OF THE CAREER PATHWAY REVIEW TO PLAN A DISTRICT WIDE UNPACKING WORKSHOP TO ENGAGE BUSINESS AND INDUSTRY LEADERS IN COLLABORATION IN THE PLANNING FOR THE FUTURE OF LAS CRUCES STUDENT CAREER PATHWAYS. THE WORK AT ZIA MIDDLE SCHOOL IS BEING USED AS A MODEL FOR OTHER MIDDLE SCHOOLS IN THE DISTRICT AS THEY PLAN TO PUSH OUT PROJECT BASED LEARNING IN MULTIPLE CAMPUSES IN THE FUTURE. CARLSBAD HIGH SCHOOL IMPLEMENTED THREE CAREER THEMED ACADEMIES THAT EACH INCLUDE MULTIPLE PATHWAYS THAT ARE ALIGNED WITH FUTURE WORKFORCE DEMAND BOTH REGIONALLY AND STATEWIDE IN NEW MEXICO. TRIAD LEADERSHIP TEAMS (ASSISTANT PRINCIPAL, COUNSELOR, TEACHER LEADER) WERE CREATED FOR EACH CAREER ACADEMY AND A DISTRIBUTED LEADERSHIP MODEL WAS EMPOWERED. INSTRUCTIONAL PRACTICES REFLECTED THE GROWING USE OF PROJECT BASED, HANDS ON ASSIGNMENTS. IN ROSWELL, ALIGNMENT OF BUSINESS, INDUSTRY AND MIDDLE AND HIGH SCHOOL PROGRAMS OF STUDY ENSURED A BETTER TRAINED FUTURE WORKFORCE. ROSWELL ALSO BEGAN THE PROCESS OF CREATING A DISTRICT WIDE COUNSELING PROGRAM THAT IS ALIGNED TO THE AMERICAN SCHOOL COUNSELING ASSOCIATION STANDARDS. GALLUP-MCKINLEY TEACHERS GAVE HIGH MARKS TO THEIR TRAINING AND INDICATED A DEEPER UNDERSTANDING OF BEST PRACTICES ASSOCIATED WITH HIGH QUALITY ASSIGNMENTS AND ASSESSMENTS.IMPACTHOLISTICALLY, THE WORK IN NEW MEXICO HELPED MOVE THE STATE FORWARD BY INCREASING THE SKILLS AND TOOLSETS OF EACH TEACHER THAT PARTICIPATED IN SREB TRAINING. EACH DISTRICT SAW VALUE IN THE PARTNERSHIP WITH SREB BY REQUESTING A CONTINUING PARTNERSHIP IN THE 22-23 SCHOOL YEAR. ALL DISTRICTS HAVE AGREED TO CONTINUING CONTRACTS THAT WILL PROVIDE ADDITIONAL SREB SUPPORT IN THE FORM OF COACHING AND PROFESSIONAL LEARNING FOR THEIR STAFF. NEW DISTRICT CONTRACTS ARE IN THE WORKS FOR ALBUQUERQUE SCHOOLS AND LOVINGTON AS A RESULT OF THE REPUTATION SREB ENJOYS IN THE STATE.
(Code:   ) (Expenses $ 11,724,393 including grants of $   ) (Revenue $ 15,126,150 )
4d Other program services (Describe in Schedule O.)
(Expenses $ 11,724,393 including grants of $   ) (Revenue $ 15,126,150 )
4e Total program service expensesMediumBullet14,633,036
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
91
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
134
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
80
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
80
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
GA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletBARBARA CHANNELL592 TENTH STREET NW   ATLANTA,GA30318 (404) 875-9211
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ADAM PUGH......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(2) ALAN BAKER......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(3) ALEX RIZO......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(4) ALLISON GARRETT......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(5) ANDY BESHEAR......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(6) ARTHUR KEISER......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(7) ASA HUTCHINSON......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(8) BILL GOSSAGE......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(9) BILL LEE......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(10) BLAKE TILLERY......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(11) BRIAN KEMP......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(12) CAREY WRIGHT......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(13) CHAD CALDWELL......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(14) DAVID P SOKOLA......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(15) DENNIS DEBAR......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(16) DIETRA Y TRENT......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
(17) EDDIE SMITH......................................................................
BOARD MEMBER
 0.00
.................
  		X           0 0 0
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) ELEASE FREDERICK........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(19) ERIC MACKEY........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(20) FELICIA CUMINGS SMITH........................................................................
VICE CHAIR
 0.00
.......................   		X   X       0 0 0
(21) G DEVIN STEPHENSON........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(22) GAIL H BATES........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(23) GLADYS A ROBINSON........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(24) GRAIG R MEYER........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(25) GREG ABBOTT........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(26) GRAG DOZIER........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(27) HARRISON KELLER........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(28) HENRY MCMASTER........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(29) HOLLY SPIVEY........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(30) JAMES D FIELDER........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(31) JANET D HOWELL........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(32) JASON HUGHES........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(33) JAVAID SIDDIQI........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(34) JAY PERMAN........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(35) JENNIFER MONIES........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(36) JIM JUSTICE........................................................................
BOARD CHAIR
 0.00
.......................   		X   X       0 0 0
(37) JOHN BEL EDWARDS........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(38) JOHN C CARNEY JR........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(39) JOHN D JACK BAILEY........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(40) JOYCE ELLIOTT........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(41) KAY IVEY........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(42) KEESHA JACKSON-MUIR........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(43) KEVIN STITT........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(44) KIM HUNTER REED........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(45) KIMBERLY WILLIAMS........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(46) L ANTHONY WISE........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(47) LARRY HOGAN........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(48) LARRY TAYLOR........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(49) LAURA ARNOLD........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(50) LORI GRIFFIN........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(51) MARK DIXON........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(52) MARK A HOLODICK........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(53) MARK WHITE........................................................................
TREASURER
 0.00
.......................   		X   X       0 0 0
(54) MATT ARTHUR........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(55) MEGAN CROMBIE........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(56) MELANIE BARTON........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(57) MIKE MORATH........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(58) MOLLY SPEARMAN........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(59) MONTY SULLIVAN........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(60) NANCY TATE........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(61) NIKKI G SETZLER........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(62) PRESTON CADE BRUMLEY........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(63) RALPH NORTHAM........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(64) RANDY DOWELL........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(65) RICHARD BENNETT........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(66) RITA ALLISON........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(67) ROBERT H PLYMALE........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(68) ROBERT W RESCIGNO........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(69) ROMAN W PREZIOSO JR........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(70) RON DESANTIS........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(71) ROY COOPER........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(72) RUTH ANN PALUMBO........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(73) SARAH ARMSTRONG TUCKER........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(74) SHIRLEY PRINCE........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(75) TATE REEVES........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(76) TERESA INMAN........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(77) TERRI COLLINS........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(78) TERRY ENGLAND........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(79) THOMAS W CAMPBELL........................................................................
BOARD MEMBER
 0.00
.......................   		X           0 0 0
(80) STEPHEN L PRUITT........................................................................
PRESIDENT
 36.25
.......................   		    X       303,166 0 43,076
(81) HARRY D WINKLER........................................................................
SENIOR VICE PRESIDENT
 36.25
.......................   		    X       162,843 0 21,573
(82) JOHN MICHAEL LEE JR........................................................................
VP - DEVELOPMENT AND POLICY RESEARCH
 36.25
.......................   		    X       144,200 0 19,948
(83) LEE POSEY........................................................................
VP-STATE STRATEGIES
 36.25
.......................   		    X       128,593 0 23,561
(84) BARBARA CHANNELL........................................................................
CFO
 36.25
.......................   		    X       127,886 0 23,591
(85) LAUREN BAUS........................................................................
HR DIRECTOR
 36.25
.......................   		    X       99,475 0 20,781
(86) STEVIE L LAWRENCE II........................................................................
VP-POSTSECONDARY EDUCATION
 36.25
.......................   		    X       144,200 0 19,948
(87) BETH DAY........................................................................
VP-COMMUNICATIONS
 36.25
.......................   		    X       120,369 0 26,524
(88) STEVE K BROOME........................................................................
DRIECTOR, SCHOOL IMPROVEMENT
 36.25
.......................   		        X   178,602 0 23,345
(89) ROBERT SCOTT WARREN........................................................................
DIRECTOR, STATE INITIATIVES
 36.25
.......................   		        X   166,100 0 13,947
(90) JAMES SILER........................................................................
DIRECTOR, STATE & DISTRICT PARTNERSHIPS
 36.25
.......................   		        X   147,347 0 14,970
(91) AIMEE WYATT........................................................................
DIRECTOR, STATE & DISTRICT PARTNERSHIPS
 36.25
.......................   		        X   139,845 0 16,752
(92) MARY ALLYSON MORGAN........................................................................
DIRECTOR, STATE & DISTRICT PARTNERSHIPS
 36.25
.......................   		        X   136,578 0 14,257
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,999,204 0 282,273
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet12
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
ECKEL AND VAUGHN LLC

706 HILLSBOROUGH STREET STE 102
RALEIGH,NC27603 		CONSULTING 187,859
MAGNOLIA CONSULTING LLC

5135 BLENHEIM ROAD
CHARLOTTESVILLE,VA22902 		CONSULTING 113,445
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet2
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 305,357
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 305,357
Program Service RevenueAmt Business Code
2a CONTRACT REVENUE 611710 13,435,551 13,435,551    
b APPROPRIATIONS BY STATES 611710 3,336,128 3,336,128    
c REGISTRATION FEES 611710 794,466 794,466    
d MEMBERSHIP DUES 611710 629,600 629,600    
e ASSESSMENTS 611710 165,108 165,108    
f All other program service revenue. 72,500 72,500    
g Total. Add lines 2a–2f .....MediumBullet 18,433,353
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 482,014     482,014
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   629,374 7a
b Less: cost or other basis and sales expenses   626,101 7b
c Gain or (loss)   3,273 7c
d Net gain or (loss).........MediumBullet 3,273     3,273
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 19,223,997 18,433,353 0 485,287
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 965,605 965,605
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 1,481,595 415,121 1,066,474  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 9,091,817 7,849,235 1,242,582  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 828,275 700,865 127,410  
9 Other employee benefits ....... 629,389 537,878 91,511  
10 Payroll taxes ........... 761,409 590,016 171,393  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 57,175 57,175    
c Accounting ........... 12,200 12,200    
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 37,043   37,043  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 1,317,761 1,099,568 218,193  
12 Advertising and promotion ....        
13 Office expenses ....... 193,232 72,967 120,265  
14 Information technology ...... 296,062 170,307 125,755  
15 Royalties ..        
16 Occupancy ........... 245,546 89,658 155,888  
17 Travel ............ 1,802,542 1,466,534 336,008  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 374,252 374,252    
20 Interest ........... 7,072   7,072  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 70,193   70,193  
23 Insurance ... 75,985 75,985    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DUES & SUBSCRIPTIONS, A 155,670 155,670    
b OTHER ADMIN EXPENSES 57,201   57,201  
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 18,460,024 14,633,036 3,826,988 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 4,588,427 1 5,099,189
2 Savings and temporary cash investments ......... 11,439,185 2 13,065,816
3 Pledges and grants receivable, net ...... 1,604,363 3 2,187,723
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 653,903 9 787,624
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,466,452
b Less: accumulated depreciation 10b 2,819,707 716,938 10c 646,745
11 Investments—publicly traded securities . 18,014,084 11 15,479,625
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 33)... 37,016,900 16 37,266,722
Liabilities 17 Accounts payable and accrued expenses ..... 2,786,026 17 2,533,393
18 Grants payable ... 2,940,747 18 3,075,489
19 Deferred revenue ......... 3,161,095 19 4,227,001
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D   25  
26 Total liabilities. Add lines 17 through 25.. 8,887,868 26 9,835,883
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 8,509,902 27 6,342,364
28 Net assets with donor restrictions ........... 19,619,130 28 21,088,475
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 28,129,032 32 27,430,839
33 Total liabilities and net assets/fund balances ........ 37,016,900 33 37,266,722
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
19,223,997
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
18,460,024
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
763,973
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
28,129,032
5
Net unrealized gains (losses) on investments ...............
5
-1,462,166
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
27,430,839
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
BOARD OF CONTROL FOR SOUTHERN
REGIONAL EDUCATION
Employer identification number

58-0566141
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(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
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 2
Part II
Support Schedule for Organizations Described in Sections 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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (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.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (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  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
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 ..................................................... right arrow
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 3,687,814 3,927,665 4,025,560 5,881,158 4,436,193 21,958,390
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 23,199,208 20,091,387 13,025,771 12,003,481 14,302,517 82,622,364
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 26,887,022 24,019,052 17,051,331 17,884,639 18,738,710 104,580,754
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. 13,440,598 9,789,920 4,533,178 5,969,849 3,021,916 36,755,461
c Add lines 7a and 7b.. 13,440,598 9,789,920 4,533,178 5,969,849 3,021,916 36,755,461
8 Public support. (Subtract line 7c from line 6.) 67,825,293
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
9 Amounts from line 6... 26,887,022 24,019,052 17,051,331 17,884,639 18,738,710 104,580,754
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 502,553 771,732 688,980 448,566 482,014 2,893,845
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 502,553 771,732 688,980 448,566 482,014 2,893,845
11 Net income from unrelated business activities not included on 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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.).. 27,389,575 24,790,784 17,740,311 18,333,205 19,220,724 107,474,599
14
Section C. Computation of Public Support Percentage
15
15
63.110 %
16
16
54.780 %
Section D. Computation of Investment Income Percentage
17
17
2.690 %
18
18
2.340 %
19a
b
20
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
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)
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):  
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 0.015 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 0.035 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  
7
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2021 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2021 		(iii)
Distributable
Amount for 2021
1 Distributable amount for 2021 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2021:
a From 2016.......  
b From 2017.......  
c From 2018.......  
d From 2019.......  
e From 2020.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2021 distributable amount  
i Carryover from 2016 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2021 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2021 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2021, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2021. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2022. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2017.....  
b Excess from 2018.....  
c Excess from 2019.....  
d Excess from 2020.....  
e Excess from 2021.....  
Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2021


Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
BOARD OF CONTROL FOR SOUTHERN
REGIONAL EDUCATION
Employer identification number

58-0566141
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 25,166 25,164 25,154 25,143 25,133
b Contributions ...          
c Net investment earnings, gains, and losses 2 2 10 11 10
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ...... 25,168 25,166 25,164 25,154 25,143
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet16.570 %
b
Permanent endowment SchDMd Bullet83.430 %
c
Term endowment SchDMd Bullet0 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....   1,625,000 1,170,000 455,000
c Leasehold improvements   1,043,987 862,381 181,606
d Equipment ....   797,465 787,326 10,139
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 646,745
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 17,724,788
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -1,462,166
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e -1,462,166
3 Subtract line 2e from line 1.................. 3 19,186,954
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 37,043
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 37,043
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 19,223,997
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 18,422,981
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 18,422,981
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 37,043
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 37,043
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 18,460,024
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: THE INCOME EARNED FROM THE ENDOWMENT FUNDS ARE USED TO AWARD OUTSTANDING EDUCATORS IN THE SREB MEMBER STATES.
Schedule D (Form 990) 2021


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
BOARD OF CONTROL FOR SOUTHERN
REGIONAL EDUCATION
Employer identification number

58-0566141
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1STEPHEN L PRUITT
PRESIDENT 		(i)

(ii)		 303,166
-------------
0 		0
-------------
0 		0
-------------
0 		27,550
-------------
0 		15,526
-------------
0 		346,242
-------------
0 		0
-------------
0
2STEVE K BROOME
DRIECTOR, SCHOOL IMPROVEMENT 		(i)

(ii)		 178,602
-------------
0 		0
-------------
0 		0
-------------
0 		16,967
-------------
0 		6,378
-------------
0 		201,947
-------------
0 		0
-------------
0
3HARRY D WINKLER
SENIOR VICE PRESIDENT 		(i)

(ii)		 162,843
-------------
0 		0
-------------
0 		0
-------------
0 		15,470
-------------
0 		6,103
-------------
0 		184,416
-------------
0 		0
-------------
0
4ROBERT SCOTT WARREN
DIRECTOR, STATE INITIATIVES 		(i)

(ii)		 166,100
-------------
0 		0
-------------
0 		0
-------------
0 		12,975
-------------
0 		972
-------------
0 		180,047
-------------
0 		0
-------------
0
5JOHN MICHAEL LEE JR
VP - DEVELOPMENT AND POLICY RESEARCH 		(i)

(ii)		 144,200
-------------
0 		0
-------------
0 		0
-------------
0 		13,699
-------------
0 		6,249
-------------
0 		164,148
-------------
0 		0
-------------
0
6STEVIE L LAWRENCE II
VP-POSTSECONDARY EDUCATION 		(i)

(ii)		 144,200
-------------
0 		0
-------------
0 		0
-------------
0 		13,699
-------------
0 		6,249
-------------
0 		164,148
-------------
0 		0
-------------
0
7JAMES SILER
DIRECTOR, STATE & DISTRICT PARTNERSH 		(i)

(ii)		 147,347
-------------
0 		0
-------------
0 		0
-------------
0 		13,998
-------------
0 		972
-------------
0 		162,317
-------------
0 		0
-------------
0
8AIMEE WYATT
DIRECTOR, STATE & DISTRICT PARTNERSH 		(i)

(ii)		 139,845
-------------
0 		0
-------------
0 		0
-------------
0 		15,780
-------------
0 		972
-------------
0 		156,597
-------------
0 		0
-------------
0
9LEE POSEY
VP-STATE STRATEGIES 		(i)

(ii)		 128,593
-------------
0 		0
-------------
0 		0
-------------
0 		12,216
-------------
0 		11,345
-------------
0 		152,154
-------------
0 		0
-------------
0
10BARBARA CHANNELL
CFO 		(i)

(ii)		 127,886
-------------
0 		0
-------------
0 		0
-------------
0 		12,149
-------------
0 		11,442
-------------
0 		151,477
-------------
0 		0
-------------
0
11MARY ALLYSON MORGAN
DIRECTOR, STATE & DISTRICT PARTNERSH 		(i)

(ii)		 136,578
-------------
0 		0
-------------
0 		0
-------------
0 		13,285
-------------
0 		972
-------------
0 		150,835
-------------
0 		0
-------------
0
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2021

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SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
BOARD OF CONTROL FOR SOUTHERN
REGIONAL EDUCATION
Employer identification number

58-0566141
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 1A THE GOVERNING BOARD OF THE SOUTHERN REGIONAL EDUCATION BOARD IS MADE UP OF 80 INDEPENDENT MEMBERS. TO EXPEDITE DECISION-MAKING, THE BOARD HAS ASSIGNED AUTHORITY TO AN EXECUTIVE COMMITTEE COMPOSED OF 18-20 MEMBERS, ALL OF WHOM ARE GOVERNING BOARD MEMBERS, TO ACT FULLY ON ITS BEHALF DURING THE FISCAL YEAR. THE FULL BOARD DOES, HOWEVER, MEETING ANNUALLY AND IS RESPONSIBLE FOR COMPLIANCE WITH ALL SREB POLICIES.
FORM 990, PART VI, SECTION A, LINE 6 THE BOARD OF CONTROL FOR SOUTHERN REGIONAL EDUCATION WAS CREATED IN 1948 AS AN INTERSTATE COMPACT COMPRISED OF MEMBER STATES. CURRENTLY THERE ARE SIXTEEN STATES WHOSE GOVERNORS SERVE AS MEMBERS OF THE GOVERNING BOARD. EACH GOVERNOR APPOINTS FOUR ADDITIONAL MEMBERS OF THE GOVERNING BOARD. ALL BOARD MEMBERS HAVE EQUAL VOTING RIGHTS.
FORM 990, PART VI, SECTION A, LINE 7A GOVERNORS OF EACH MEMBER STATE APPOINT FOUR MEMBERS OF THE GOVERNING BOARD. THE GOVERNORS AND THEIR APPOINTEES HAVE EQUAL VOTING RIGHTS.
FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS THE FORM 990 AND ANY ISSUES ARE DISCUSSED AND RESOLVED WITH APPROPRIATE PERSONNEL. ONCE ALL ISSUES ARE RESOLVED, A COPY OF THE 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE WHO ARE EMPOWERED TO ACT ON BEHALF OF THE ENTIRE BOARD. THE EXECUTIVE COMMITTEE MAY DIRECT ANY QUESTIONS/ISSUES TO THE PRESIDENT/CFO FOR RESOLUTION. ONCE THE EXECUTIVE COMMITTEE APPROVES THE 990, A COPY OF THE FINAL TAX FORM IS SENT TO ALL BOARD MEMBERS BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE PROVIDED COPIES OF THE CONFLICT OF INTEREST POLICY AND A DISCLOSURE QUESTIONNAIRE WHICH THEY COMPLETE AND SIGN, INDICATING THAT THEY HAVE READ AND UNDERSTAND THE POLICY AND THAT THEIR ANSWERS ARE COMPLETE AND ACCURATE. QUESTIONNAIRES ARE COMPLETED AND SUBMITTED ANNUALLY; HOWEVER, SREB REQUIRES DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST ON A CONTINUOUS BASIS. THE BOARD/EXECUTIVE COMMITTEE DECIDES IF A CONFLICT OF INTEREST EXISTS AND, IF SO, APPOINTS A DISINTERESTED PERSON/COMMITTEE TO INVESTIGATE ALTERNATIVES. THE BOARD DETERMINES APPROPRIATE DISCIPLINARY/CORRECTIVE ACTION FOR ANY VIOLATIONS OF THE POLICY. A WHISTLEBLOWER POLICY PROVIDES A MECHANISM FOR REPORTING OF ANY SUSPECTED VIOLATIONS.
FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE PRESIDENT. THE EXECUTIVE COMMITTEE, ACTING ON BEHALF OF THE BOARD, REVIEWS COMPENSATION BENCHMARKING ANALYSES (INCLUDING GOVERNMENT, EDUCATION TESTING, COMPETITIVE NONPROFITS AND OTHER LIKE ORGANIZATIONS) FOR SIMILAR POSITIONS AND MAKES RECOMMENDATIONS AS APPROPRIATE, ENSURING THEY ARE WELL JUSTIFIED, REASONABLE AND DOCUMENTED. THE PRESIDENT HAS NOT RECEIVED A PAY RAISE SINCE 2005. COMPENSATION FOR EXECUTIVE STAFF/KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE COMMITTEE BASED ON AN ANNUAL PERFORMANCE REVIEW AND RECOMMENDATIONS BY THE PRESIDENT, INCLUDING ATTAINMENT OF PERFORMANCE GOALS AND EXPECTATIONS. LAST DATE OF PAY RAISES ARE: SENIOR VP (2016); VP FOR POST-SECONDARY EDUCATION (2016); VP FOR EDUCATIONAL POLICIES (9/2017); VP FOR EDUCATOR EFFECTIVENESS (2016); CFO (9/2017); VP FOR STATE SERVICES (3/2017); DIRECTOR OF HUMAN RESOURCES (9/2017); VP OF COMMUNICATIONS (9/2017).
FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE ON AN AS REQUESTED BASIS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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