SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 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
2017
Open to Public
Inspection
Name of the organization
AMERICAN ASSOCIATION OF SCHOOL
ADMINISTRATORS
Employer identification number

54-1999773
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 6 SINCE 1865, SCHOOL SYSTEM LEADERS HAVE JOINED THE AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS (AASA) FOR PROFESSIONAL SUPPORT AND DEVELOPMENT, INFORMATION AND NEWS, NETWORKING, AND REPRESENTATION AT THE FEDERAL LEVEL AND TO SUPPORT THE AASA MISSION TO ADVANCE PUBLIC EDUCATION FOR ALL CHILDREN. AASA REPRESENTS SCHOOL DISTRICT ADMINISTRATORS AT BOTH THE BUILDING AND CENTRAL OFFICE LEVEL. AASA'S PRIMARY MEMBERS ARE PUBLIC SCHOOL DISTRICT SUPERINTENDENTS AND THOSE WHO ASPIRE TO THAT POSITION. AASA ALSO INCLUDES COLLEGE PROFESSORS WHO ARE PREPARING SCHOOL ADMINISTRATORS.
FORM 990, PART VI, SECTION A, LINE 7A ANY MEMBER IN THE ACTIVE MEMBERSHIP CATEGORY WHO IS SERVING ON, OR HAS SERVED ON WITHIN THE LAST 3 YEARS, EITHER THE GOVERNING BOARD OR THE EXECUTIVE COMMITTEE AND IS A MEMBER OF THEIR STATE ASSOCIATION IS ELIGIBLE TO RUN FOR PRESIDENT-ELECT OF AASA. THE PRESIDENT-ELECT SERVES A ONE YEAR TERM BEFORE BECOMING PRESIDENT FOR ONE YEAR. FOLLOWING HIS/HER PRESIDENTIAL TERM HE/SHE BECOMES THE IMMEDIATE PAST PRESIDENT FOR ONE YEAR. INTERESTED CANDIDATES FILE APPROPRIATE MATERIALS AND A $500 FILING WITH AASA NO LATER THAN THE 1ST FRIDAY IN DECEMBER. THE ELECTION COMMITTEE MEETS VIA CONFERENCE CALL TO REVIEW THE MATERIALS AND TO DECLARE THE CANDIDATE(S) ELIGIBLE. THE GOVERNING BOARD AT ITS WINTER MEETING NOMINATES THE CANDIDATE(S) FOR PRESIDENT-ELECT. IF MORE THAN 3 CANDIDATES ARE VYING FOR THE NOMINATION, THE GOVERNING BOARD MUST REDUCE THAT NUMBER TO NO MORE THAN 3. THE GOVERNING BOARD CANNOT ADD CANDIDATES. ELIGIBLE VOTING MEMBERS RECEIVE VOTING MATERIALS EITHER ELECTRONICALLY OR VIA US MAIL. THE CANDIDATE RECEIVING A PLURALITY OF THE VOTES CAST IS ELECTED.
FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE AUDIT COMMITTEE. THE AUDIT COMMITTEE CHAIR WILL DISCUSS THE 990 WITH THE FULL EXECUTIVE COMMITTEE AT ITS NEXT MEETING FOLLOWING THE REVIEW. ALL MEMBERS WILL HAVE THE OPPORTUNITY TO REVIEW THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY AT THE FIRST BOARD MEETING OF THE YEAR, THE POLICY MANUAL IS AN AGENDA ITEM OF THE MEETING. THE POLICY MANUAL, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY, IS REVIEWED WITH THE EXECUTIVE COMMITTEE. A CONFLICT OF INTEREST STATEMENT IS SIGNED BY EACH COMMITTEE MEMBER AT THIS MEETING. COMMITTEE MEMBERS ABSENT FROM THIS MEETING ARE SENT THE POLICY MANUAL AND A STATEMENT TO SIGN AND RETURN, OR THIS INFORMATION IS REVIEWED AND COLLECTED AT THE SECOND MEETING OF THE YEAR.
FORM 990, PART VI, SECTION B, LINE 15A THE AMERICAN ASSOCIATION OF SCHOOL ADMINISTRATORS (AASA) USES OUTSIDE INDEPENDENT CONSULTANTS TO REVIEW ITS SALARIES ON REGULAR BASIS. THIS REVIEW PROVIDES INFORMATION ABOUT THE ASSOCIATION'S COMPETITIVE POSITION RELATIVE TO PUBLISHED SURVEY DATA AND ASSURES THAT THE PAY OF EXECUTIVES AND OTHER EMPLOYEES IS REASONABLE. THE SALARY OF THE ASSOCIATION'S EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE BY MARKET COMPARISONS. OTHER STAFF COMPENSATION ARE APPROVIDED BY EXECUTIVE DIRECTOR OR CHIEF OPERATING OFFICER. THE ANNUAL REVIEW OF SALARIES WAS CONDUCTED IN 2016 WITH EMPLOYEES BEING GIVEN A COST OF LIVING SALARY INCREASE OF 3%. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISIONS ARE DOCUMENTED.
FORM 990, PART VI, SECTION C, LINE 19 THE POLICIES AND PROCEDURES (WHICH INCLUDES CONFLICT OF INTEREST POLICES) WILL BE POSTED ON THE ORGANIZATION'S WEBSITE. ALL MEMBERS WILL HAVE ACCESS TO THESE DOCUMENTS. FINANCIAL INFORMATION IS RECORDED IN THE ANNUAL REPORT AND APPROVED BUDGET DOCUMENT WHICH IS DISTRIBUTED IN JULY OF EACH YEAR.
FORM 990, PART IX, LINE 11G CONSULTANT: PROGRAM SERVICE EXPENSES 845,035. MANAGEMENT AND GENERAL EXPENSES 67,677. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 912,712. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 53,548. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,548. HONORARIUM: PROGRAM SERVICE EXPENSES 145,774. MANAGEMENT AND GENERAL EXPENSES 1,322. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 147,096. BROKERAGE & COMMISSION: PROGRAM SERVICE EXPENSES 57,727. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,727. LIST RENTAL: PROGRAM SERVICE EXPENSES 13,816. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,816. PUBLICATION SERVICES: PROGRAM SERVICE EXPENSES 394. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 394. PRESIDENT'S SUBSIDY: PROGRAM SERVICE EXPENSES 50,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,000. LEAD TEACHERS: PROGRAM SERVICE EXPENSES 170,624. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 170,624. MENTORS: PROGRAM SERVICE EXPENSES 137,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 137,800. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 551,730. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 551,730.
FORM 990, PART XI, LINE 9: MINIMUM POSTRETIREMENT LIABILITY ADJUSTMENT 586,741.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2017


Additional Data


Software ID:  
Software Version: