2024-05-14T10:53:46-05:00 2023-06-30 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2022-07-01 521012307 COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION COUN 2023285900 1201 EYE STREET NW 300 WASHINGTON DC 200055905 DIANE YOUNG CHIEF FINANCIAL OFFICER 2023285900 2024-05-10 1 DIANE YOUNG 999009999 0 MEREDITH BELL P01696827 8042822121 2024-05-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CASE SUE CUNNINGHAM 1201 EYE STREET NW 300 WASHINGTON DC 200055905 30845629 0 X WWW.CASE.ORG X 1974 DC ADVANCING EDUCATION TO TRANSFORM LIVES AND SOCIETY. 19 18 111 4800 230585 0 3633250 240554 19569510 26829818 2026265 1259 259000 444988 25488025 27516619 20335 70227 0 0 13147232 14302786 0 0 489649 11885480 17284723 25053047 31657736 434978 -4141117 41761252 41616913 21606171 23858383 20155081 17758530 X AS A CATALYST FOR ADVANCING EDUCATION WORLDWIDE, WE INSPIRE, CHALLENGE AND EQUIP COMMUNITIES OF PROFESSIONALS TO ACT EFFECTIVELY AND WITH INTEGRITY TO CHAMPION THE SUCCESS OF THEIR INSTITUTIONS. 0 0 17818523 13206936 CONFERENCES AND WORKSHOPS - THE COUNCIL OFFERS OVER 80 CONFERENCES AND 20 ONLINE SPEAKER SERIES PER YEAR AS OPPORTUNITIES TO NETWORK WITH COLLEAGUES AND LEARN ABOUT INSTITUTIONAL ADVANCEMENT. 4228399 EXTERNAL AFFAIRS - THE EXTERNAL AFFAIRS PROGRAM INCLUDES COMMUNICATIONS, GOVERNMENT RELATIONS, PUBLIC RELATIONS, MEDIA RELATIONS, AND INSTITUTIONAL RELATED FOUNDATIONS. 2995988 INFORMATION AND RESEARCH - THE COUNCIL PROVIDES UP-TO-DATE INFORMATION ON A VARIETY OF TOPICS RELATED TO ALL AREAS OF INSTITUTIONAL ADVANCEMENT. 70227 70227 3287653 AWARDS AND SERVICES 9247874 MEMBERSHIP 1287350 PUBLICATIONS - THE COUNCIL'S PUBLICATIONS FOCUS ON ISSUES AND TRENDS IN ADVANCEMENT, AND THEY RANGE FROM BOOKLETS TO COMPREHENSIVE TRAINING MANUALS, VIDEOS AND A MAGAZINE. 70227 70227 13822877 25113137 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 203 0 1 111 1 1 1 1 CA SN MX 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 DC X X THE COUNCIL 2023285900 1201 EYE STREET NW 300 WASHINGTON DC 200055905 SERGIO M GONZALEZ CHAIR 2.00 0.00 X X 0 0 0 FRITZ SCHROEDER CHAIR-ELECT 2.00 0.00 X X 0 0 0 DR MATTHEW T LAMBERT SECRETARY 2.00 0.00 X X 0 0 0 RACHEL SANDISON TREASURER 2.00 0.00 X X 0 0 0 SUE CUNNINGHAM PRESIDENT/CEO 36.00 4.00 X X 862961 0 54397 BARBARA K ALTMANN MEMBER 2.00 0.00 X 0 0 0 EDUARDO BEHRENTZ MEMBER 2.00 0.00 X 0 0 0 MONTIQUE MO COTTON KELLY MEMBER 2.00 0.00 X 0 0 0 LEE FERTIG MEMBER 2.00 0.00 X 0 0 0 J THOMAS J T FORBES MEMBER 2.00 0.00 X 0 0 0 SHELLEY GREENWOOD MEMBER 2.00 0.00 X 0 0 0 ANDREW ANDY HAMILTON MEMBER 2.00 0.00 X 0 0 0 MONIQUE HARPET-RICHARDSON MEMER 2.00 0.00 X 0 0 0 BRIAN HASTINGS MEMBER 2.00 0.00 X 0 0 0 JULIE HOOPER MEMBER 2.00 0.00 X 0 0 0 SCOTT MORY MEMBER 2.00 0.00 X 0 0 0 TONY PROUDFOOT MEMBER 2.00 0.00 X 0 0 0 DEEP SAINI MEMBER 2.00 0.00 X 0 0 0 RHEA TURTELTAUB MEMBER 2.00 0.00 X 0 0 0 TERESA M FLANNERY COO & EXECUTIVE VP 35.00 0.00 X 155055 0 15747 DIANE YOUNG CFO 35.00 2.00 X 243829 0 64292 ROBERT HENRY VP PEOPLE TALENT & CULTURE 35.00 0.00 X 253959 0 44521 BRETT CHAMBERS VP VOLUNTEER & MEMBER 35.00 2.00 X 221975 0 47880 BRIAN FLAHAVEN VP STRATEGIC PARTNERSHIP 35.00 0.00 X 215822 0 29099 CARA GIACOMINI VP DATA, RESEARCH 35.00 2.00 X 255396 0 46850 EMILY DEYOUNG VP EDUCATION PROGRAMS 35.00 0.00 X 208573 0 37143 ROBERT MOORE VP MARKETING & COMMUNICATIONS 35.00 0.00 X 152466 0 36622 AMANDA ADOLPH-FORE CHIEF OF STAFF 35.00 0.00 X 195684 0 27688 CATHERINE ZAIC SR. 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REVENUE ELIMINATED DURING CONSOLIDATION 980,070. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS REPORTED ON PART VIII -1,937. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 128,362. LOSS ON FOREIGN EXCHANGE RATE 55,974. LOSS ON DISPOSAL OF ASSETS NOT REPORTED ON PART XI 1,937. EXPENSES ELIMINATED DURING CONSOLIDATION 964,366. 1 SOUTH AMERICA 1 4 PROGRAM SERVICES CONFERENCES AND EDUCATIONAL PROGRAMS 63018 EAST ASIA AND THE PACIFIC 2 7 PROGRAM SERVICES CONFERENCES AND EDUCATIONAL PROGRAMS 76193 EUROPE (INCLUDING ICELAND & GREENLAND) 1 9 PROGRAM SERVICES CONFERENCES AND EDUCATIONAL PROGRAMS 8750 NORTH AMERICA 0 0 GRANTMAKING 3775 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 8075 4 20 0 0 4 20 159811 0 159811 SCHOLARSHIPS AND AWARDS EUROPE (INCLUDING ICELAND & GREENLAND) 9 8075 0 SCHOLARSHIPS AND AWARDS NORTH AMERICA 5 3775 0 0 0 0 0 0 0 PART I, LINE 2: CASE MONITORS THE USE OF GRANT FUNDS USING CONFERENCE ATTENDANCE LISTS TO CONFIRM GRANTEE ATTENDANCE AND PARTICIPATION AT DESIGNATED CONFERENCES ASSOCIATED WITH THE GRANT. GRANTEE/VOLUNTEER TRAVEL AND EXPENSE REIMBURSEMENT FORMS ARE USED TO DOCUMENT THE COSTS ASSOCIATED WITH CONFERENCE ATTENDANCE. PART III ACCOUNTING METHOD: 1 VIRGINIA CARTER SMITH 9 9520 DISTRICT CONFERENCE SCHOLARSHIP 66 48857 PART I, LINE 2: CASE MONITORS THE USE OF GRANT FUNDS USING CONFERENCE ATTENDANCE LISTS TO CONFIRM GRANTEE ATTENDANCE AND PARTICIPATION AT DESIGNATED CONFERENCES ASSOCIATED WITH THE GRANT. GRANTEE/VOLUNTEER TRAVEL AND EXPENSE REIMBURSEMENT FORMS ARE USED TO DOCUMENT THE COSTS ASSOCIATED WITH CONFERENCE ATTENDANCE. 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DIRECTOR 157515 0 0 0 1449 0 16740 0 13453 0 189157 0 0 0 ROBERT MOORE VP MARKETING & COMMUNICATIONS 151807 0 0 0 659 0 16402 0 20220 0 189088 0 0 0 JENNIFER AHN SR. DIRECTOR 136459 0 0 0 198 0 15976 0 31818 0 184451 0 0 0 TERESA M FLANNERY COO & EXECUTIVE VP 153669 0 0 0 1386 0 15747 0 0 0 170802 0 0 0 PART I, LINE 3 CASE QUATT ASSOCIATES TO COMPLETE SALARY ANALYSIS FOR ALL POSITIONS. PART I, LINE 4B SUSAN CUNNINGHAM 457(F) WITHDRAWAL $243,615 FORM 990, PART I, ITEM C DBA: CASE FORM 990, PART VI, SECTION A, LINE 6 THE GOVERNING COMMITTEE MINUTES ARE DOCUMENTED. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES NOMINATES A SLATE OF TRUSTEES THAT IS APPROVED ON-LINE BY THE INSTITUTIONAL MEMBERSHIP PRIOR TO THE ANNUAL MEMBERSHIP MEETING. APPROXIMATELY A THIRD OF THE BOARD OF TRUSTEES IS ROTATED IN THIS PROCESS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES AT THEIR ANNUAL MEETING HELD EACH NOVEMBER. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED ANNUALLY TO EACH MEMBER OF THE GOVERNING BODY AS WELL AS TO ALL OFFICERS AND KEY EMPLOYEES; EACH IS REMINDED TO REVIEW THE POLICY AND TO REPORT ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 TOP MANAGEMENT OFFICIAL: A REVIEW OF COMPENSATION WAS PERFORMED IN ADDITION TO CONSIDERATION OF ORGANIZATIONAL AND PERSONNEL REQUIREMENTS IN DETERMINING EXECUTIVE MANAGEMENT COMPENSATION. KEY EMPLOYEES: A SIMILAR REVIEW OF THE COMPENSATION OF KEY EMPLOYEES AND OTHER STAFF WAS PERFORMED IN ADDITION TO CONSIDERATION OF ORGANIZATIONAL AND PERSONNEL REQUIREMENTS IN DETERMINING MANAGEMENT COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY AVAILABLE FOR REVIEW, BY WRITTEN REQUEST TO THE PUBLIC. FORM 990, PART XI, LINE 9: LOSS ON EXCHANGE RATE -55,974. 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