2024-05-14T09:35:24-05:00 2023-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-07-01 521539258 The National Center on Education and the Economy NATI 2023791800 2121 K Street NW Suite 700 Washington DC 200371800 Vicki Phillips CEO 2023791800 2024-05-10 1 Vicki Phillips XXX-XX-XXXX 0 Amanda E Waterhouse P02014004 7038930300 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Vicki Phillips 2121 K Street NW Suite 700 Washington DC 200371800 23549944 0 X https://ncee.org/ X 1987 DC Providing tools the nation needs to lead the world in education & training in a global economy. 9 7 58 10 26205 23705 1694280 288686 10410014 8030366 343128 1120942 809 1094 12448231 9441088 0 42597 0 0 10829998 10200540 0 0 0 2808168 3133300 13638166 13376437 -1189935 -3935349 62583083 62883796 2828229 3052770 59754854 59831026 X The Center is dedicated to providing tools the nation needs to lead the world in education & training in a swiftly globalizing world economy. 0 0 6400423 6532441 Professional Learning: The Professional Learning program oversees NCEE's client-facing engagements -- from the initial sales strategy to the launch and support of work with partners, and the evaluation of the effectiveness of that work. The program provides a cohesive, aligned system of supports across all levels of U.S. education based on a shared research foundation. More than three decades of research by NCEE on the top-performing education systems in the world has been embedded into each of these supports. NCEE's flagship NISL program, formerly the Executive Development Program for School Leaders, has several studies demonstrating its effectiveness at improving student achievement. Thousands of school leaders have completed the program since it was launched in 2005. See Schedule O for continuation. 1388655 Research and Development: The Research and Development (R&D) program area translates NCEE's research on high-performing educational systems from the Policy Analysis and Development program to leadership development and implementation support. The R&D program area benchmarks NCEE's leadership offerings against trends in leadership development across a wide range of sectors, including corporate universities of global companies, leading business schools, and the growing number of entrepreneurial online programs. The program also researches trends in leadership, systems design, organizational behavior, and change theory. See Schedule O for continuation. 1287399 42597 1497925 Policy Analysis and Development: The Policy Analysis and Development (Policy) program benchmarks top-performing education systems globally to deeply understand how they designed and built their systems, how their systems are working now in detail, what challenges they face, and what their reform agendas are. The Policy program identifies these jurisdictions by their performance on the OECD's PISA assessment and looks, not only for excellent performance, but for the equity of performance and efficiency of the system in achieving it. From that information, NCEE distills common principles, features and reform directions of these top-performing systems and provides examples and models of policies in practice. See Schedule O for continuation. 772237 Communications and Advocacy: The Communications and Advocacy program supports the adoption of NCEE policies and programs. This support includes the design and maintenance of the public-facing website, the development of videos and white papers promoting NCEE's work, branding, and other promotional efforts that inspire target audiences to partner with NCEE. 533991 Cross-Org projects: The Organization engages in a variety of programmatic activities that span multiple program areas or otherwise do not fit within an established program. These activities include internal capacity building, professional development, all-staff convenings, and special projects. 1306228 10382705 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 19 0 1 58 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY CA DC X Jessie Zheng Controller 2023791800 2121 K Street NW Suite 700 Washington DC 200371800 Joyce Elliott Board Co-Chair 1.00 X 0 0 0 Peggy Brookins Board Trustee 1.00 X 0 0 0 Robert L Joss Board Trustee 1.00 X 0 0 0 James W Pellegrino Board Trustee 1.00 X 0 0 0 Vivien Stewart Board Trustee 1.00 X 0 0 0 Aaron Thompson Board Trustee 1.00 X 0 0 0 Joanne Weiss Board Trustee 1.00 X 0 0 0 Vicki Phillips CEO 50.00 X X 233062 0 25134 Anthony D Mackay Board Co-Chair & Former CEO 40.00 X X 156582 0 1727 Jason S Dougal President & COO 50.00 X 420065 0 69843 Ann Borthwick Learning Systems Architect 50.00 X 233381 0 38461 Kelli W Polon Treasurer & CFO 50.00 X 229163 0 63617 Susan Sullivan Secretary of Corp 40.00 X 105791 0 20702 Susan Rucker Dir, Mississippi 50.00 X 233139 0 39863 Eric Jones Dir, Professional Learning 50.00 X 228992 0 36437 Lawrence Molinaro Dir, Research & Development 50.00 X 219611 0 52487 Mischelle Handley Natl Dir of Strategic Ptsh 50.00 X 207816 0 36902 Janice Case Dir, West Region 50.00 X 198438 0 61179 2466040 0 446352 46 0 1 0 Peter J Gross 1019 Manley Lane E Brentwood TN 37027 Consulting Services 141525 Georgetown Public Affairs LLC 1220 19th Street NW Suite 520 Washington DC 20036 Consulting Services 104000 2 288686 288686 Professional Learning Fees 611600 6394773 6394773 Policy Consulting Fees 611600 1497925 1497925 Membership Dues 900099 137668 137668 8030366 1310379 26205 1284174 1094 1094 13919419 14108856 -189437 -189437 -189437 9441088 8030366 26205 1095831 42597 42597 1576947 1238231 338716 227678 178775 48903 6218859 4883097 1335762 398492 312899 85593 1232526 967790 264736 546038 428753 117285 18362 18362 63619 63619 214885 214885 602224 527539 74685 208537 78854 129683 72453 56891 15562 727226 571022 156204 515484 450193 65291 305655 266941 38714 19165 15049 4116 100638 79022 21616 Training materials 236102 236102 Communication and outre 48950 48950 13376437 10382705 2993732 0 1065558 870865 2309487 1627300 26016 0 386858 183050 625649 599941 25475 25708 52946893 54064095 5412843 4982437 409953 1130341 62583083 62883796 574385 613149 146250 0 1419021 1122567 688573 1317054 2828229 3052770 X 59754854 59831026 59754854 59831026 62583083 62883796 -3935349 4011521 0 X X 0 1 X 1 0 X 3168283 1845278 2225298 1694280 288686 9221825 3168283 1845278 2225298 1694280 288686 9221825 275406 8946419 1492066 1227363 581260 818756 1285268 5404713 12397 23705 36102 14662640 47819668 0.61020 0.72070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 13376437 13376437 818822 204706 0 0 1000000 818784 831908 818822 3469514 5204271 0 0 0 0 250000 204696 207977 204706 867379 1301069 0 0 0 0 337862 337862 0 287787 262079 25708 25708 TIFF Keystone Fund, L.P. 4982437 F 4982437 Deferred lease incentive 721543 Operating lease liability 595511 1317054 X 13237724 4011521 4011521 9226203 214885 214885 9441088 13161552 0 13161552 214885 214885 13376437 Part X, Line 2: The Organization is exempt from payment of taxes on income other than net unrelated business income under IRC Section 501(c)(3). For the years ended June 30, 2023 and 2022, there was no unrelated business income and, accordingly, no federal or state income taxes have been recorded. Contributions to the Organization are deductible as provided in IRC Section 170(b)(1)(A)(vi). Management has evaluated the Organization's tax positions and concluded that the Organization's financial statements do not include any uncertain tax positions. 0 Europe (Including Iceland & Greenland) 0 0 Program Services R&D 100000 Europe (Including Iceland & Greenland) 0 0 Program Services Support International Events 20618 South America 0 0 Program Services R&D 75206 East Asia and the Pacific 0 0 Program Services Support International Events 194746 Europe (Including Iceland & Greenland) 0 0 Investments Investments 94506 Europe (Including Iceland & Greenland) Grantmaking 42597 0 0 0 0 0 0 527673 0 527673 Europe (Including Iceland & Greenland) Programmatic funding. 42597 Wire 0 1 0 1 0 1 1 0 0 Part I, Line 2: The Organization enters into a written grant agreement with the grantee that includes specific financial and programmatic accomplishment reporting requirements. These reports are reviewed by both program and administrative staff. Part I, line 3: Foreign expenses are directly tracked and accounted for on the accrual method of accounting. Part III Accounting Method: X X X X 0 0 0 0 0 0 0 0 0 Jason S Dougal President & COO 420065 0 0 0 0 0 25925 0 43918 0 489908 0 0 0 Kelli W Polon Treasurer & CFO 229163 0 0 0 0 0 19770 0 43847 0 292780 0 0 0 Susan Rucker Dir, Mississippi 233139 0 0 0 0 0 20620 0 19243 0 273002 0 0 0 Lawrence Molinaro Dir, Research & Development 219611 0 0 0 0 0 1139 0 51348 0 272098 0 0 0 Ann Borthwick Learning Systems Architect 233381 0 0 0 0 0 20402 0 18059 0 271842 0 0 0 Eric Jones Dir, Professional Learning 228992 0 0 0 0 0 19770 0 16667 0 265429 0 0 0 Janice Case Dir, West Region 198438 0 0 0 0 0 17156 0 44023 0 259617 0 0 0 Vicki Phillips CEO 233062 0 0 0 0 0 16363 0 8771 0 258196 0 0 0 Mischelle Handley Natl Dir of Strategic Ptsh 207816 0 0 0 0 0 845 0 36057 0 244718 0 0 0 Anthony D Mackay Board Co-Chair & Former CEO 156582 0 0 0 0 0 0 0 1727 0 158309 0 0 0 Josh Tucker See Part V 227678 Employment 0 Form 990, Schedule L, Part IV, Line 1: Mr. Josh Tucker, son of former Board Trustee, was employed by NCEE as the Director of the Communications and Advocay Program. Now he is serving as the regional director of Mid-Atlantic region. The amount in column (c) represents the total fiscal year compensation, retirement and other fringe benefits. Form 990, Part III, Line 4a, Professional Learning: (continued) NCEE has developed and delivered a variety of new offerings, including its System Design Benchmarking offering to support district leadership teams, the School Leadership Coaching Program, which prepares school leaders to support instructional staff, and the Teaching for Effective Learning Program (TEL), a professional development program to enhance the effectiveness of teachers. In 2020, the program group launched the NCEE Superintendents Alliance, a professional membership organization intended to support and build networks of superintendents across the country. Form 990, Part III, Line 4b, Research and Development: (continued) Within NISL, development focuses on creating the curriculum and digital tools that build an individual's conceptual understanding of the leadership competencies needed to design educational systems focused on student learning. Within the Organization's district work, development consists of designing the experiences, curriculum materials, and tools to build the knowledge and understanding of change strategies needed by leadership teams to apply systems design within their organizations. Form 990, Part III, Line 4c, Policy Analysis and Development: (continued) This is translated into reports, materials and tools to inform the Organization's policy advice, systems design and implementation work, and advocacy in the U.S. Form 990, Part VI, Section B, line 11b The Board is provided a copy of the draft form 990 and given the opportunity to review and raise any issues and questions to the Executive team prior to the final filing. Form 990, Part VI, Section B, line 12c NCEE annually distributes the Conflict of Interest Policy to all new employees and the Board. All new employees and trustees are required to sign the Conflict of Interest Policy upon starting with the organization and Board members and officers are required annually to sign the Conflict of Interest Policy. All Board members and key employees are required to disclose annually interests that could give rise to conflicts. Form 990, Part VI, Section B, line 15 NCEE's compensation review process includes approval by independent persons, use of comparability data provided by a third-party valuation/compensation expert and documentation of the review/approval process for all of its disqualified individuals. The compensation and supporting documentation is reviewed and approved by the independent members of the Board of Trustees. Form 990, Part VI, Section C, line 19 NCEE makes its governing documents, Conflict of Interest Policy and audited financial statements available to the public upon request. Form 990, Part XII, Line 2c: The Board of Trustees is responsible for the for oversight of the audit and selection of the independent accountant. The process is consistent with prior years.