2025-04-03T08:40:16-05:00 2024-05-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-06-01 526057004 NATIONAL COUNCIL OF TEACHERS OF MATHEMATICS NATI 7036209840 1906 ASSOCIATION DRIVE RESTON VA 20191 KENNETH KREHBIEL EXECUTIVE DIRECTOR 7036209840 2025-04-03 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2025-03-06 01:10:19Z KENNETH KREHBIEL 1906 ASSOCIATION DRIVE RESTON VA 20191 14974924 0 X WWW.NCTM.ORG. X 1920 IL SEE PART III, LINE 1 15 13 29 200 149923 0 1276857 1107158 6912377 7596877 759254 925982 850600 1536303 9799088 11166320 124836 159819 0 0 3283517 3526057 0 0 154863 7464042 8149003 10872395 11834879 -1073307 -668559 15716992 16569261 3459900 3763278 12257092 12805983 X THE NATIONAL COUNCIL OF TEACHERS OF MATHEMATICS ADVOCATES FOR HIGH-QUALITY MATHEMATICS TEACHING AND LEARNING FOR EACH AND EVERY STUDENT. 0 0 4964510 159819 3647775 CONFERENCES AND PROFESSIONAL DEVELOPMENT - NCTM TYPICALLY HOLDS AN ANNUAL MEETING AND EXPOSITION ALONG WITH SOME SMALLER REGIONAL AND VIRTUAL CONFERENCES EACH YEAR, WITH AN AVERAGE COMBINED ATTENDANCE OF 10,000. TEACHERS OF MATHEMATICS AND OTHERS ATTEND PRESENTATIONS, LECTURES, PANEL DISCUSSIONS AND WORKSHOPS AND VIEW EXHIBITS OF THE LATEST MATHEMATICS EDUCATIONAL MATERIALS AND INNOVATIONS. NCTM OFFERS A DIVERSE ARRAY OF PROFESSIONAL DEVELOPMENT EVENTS, SERVICES, AND ONLINE RESOURCES. 2248285 2766497 MEMBERSHIP - FOUNDED IN 1920, NCTM IS THE WORLD'S LARGEST MATHEMATICS EDUCATION ORGANIZATION WITH 25,000 MEMBERS AND MORE THAN 200 AFFILIATES THROUGHOUT THE UNITED STATES AND CANADA. NCTM MEMBERS RECEIVE A WIDE RANGE OF RESOURCES RELATED TO THE TEACHING AND LEARNING OF MATHEMATICS FROM PREKINDERGARTEN THROUGH HIGHER EDUCATION. 1256761 2718908 PUBLICATIONS AND STANDARDS - PRINCIPLES AND STANDARDS FOR SCHOOL MATHEMATICS (2000) OUTLINES THE ESSENTIAL COMPONENTS OF A HIGH-QUALITY SCHOOL MATHEMATICS PROGRAM AND CALLS FOR ALL STUDENTS TO ENGAGE IN MORE CHALLENGING MATHEMATICS. CURRICULUM FOCAL POINTS (2006) IDENTIFIES THREE IMPORTANT TOPICS AT EACH GRADE LEVEL FROM PRE-K12 AND IS THE NEXT STEP IN IMPLEMENTING THE STANDARDS. PRINCIPLES TO ACTIONS: ENSURING MATHEMATICAL SUCCESS FOR ALL (2015) DESCRIBES THE PRINCIPLES AND ACTIONS THAT ARE ESSENTIAL FOR A HIGH-QUALITY MATHEMATICS EDUCATION FOR ALL STUDENTS. NCTM'S THREE-BOOK SERIES, CATALYZING CHANGE, IDENTIFIES THE VEXING ISSUES THAT HAVE LONG PLAGUED MATHEMATICS EDUCATION IN PRE-K AND ELEMENTARY GRADES, MIDDLE SCHOOL, AND HIGH SCHOOL. HIGH SCHOOL MATHEMATICS REIMAGINED, REVITALIZED, AND RELEVANT (2024) PROVIDES A THOUGHTFUL AND PRACTICAL GUIDE FOR EDUCATORS, SCHOOL DISTRICT LEADERS, AND POLICYMAKERS TO RETHINK AND RESTRUCTURE HIGH SCHOOL MATHEMATICS BY EMPHASIZING THE DEVELOPMENT OF MATHEMATICAL AND STATISTICAL PROCESSES. NCTM ALSO PUBLISHES THREE PEER-REVIEWED JOURNALS COVERING ALL GRADE BANDS. 8469556 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 152 0 1 29 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MICHAEL SHIFFLETT 7036209840 1906 ASSOCIATION DRIVE RESTON VA 20191 X KEVIN DYKEMA PRESIDENT (SEE SCHED O) 37.50 X X 28592 0 0 TRENA L WILKERSON PAST PRES. (TO 10/23) 18.75 X X 0 0 0 LATRENDA KNIGHTEN DIRECTOR, PRES. ELECT (FROM 11/23) 1.00 X X 0 0 0 COMFORT AKWAJI-ANDERSON DIRECTOR 1.00 X 0 0 0 KYNDALL BROWN DIRECTOR 1.00 X 0 0 0 CHERYL CANTIN DIRECTOR 1.00 X 0 0 0 SCOT ACRE DIRECTOR 1.00 X 0 0 0 TONYA CLARKE DIRECTOR 1.00 X 0 0 0 DAVID DAI DIRECTOR 1.00 X 0 0 0 MIKE STEELE DIRECTOR 1.00 X 0 0 0 ZANDRA DE ARAUJO DIRECTOR 1.00 X 0 0 0 CATHERY YEH DIRECTOR 1.00 X 0 0 0 JOLEIGH HONEY DIRECTOR 1.00 X 0 0 0 GRACE KELEMANIK DIRECTOR 1.00 X 0 0 0 STACIE KAICHI-IMAMURA DIRECTOR 1.00 X 0 0 0 KENNETH KREHBIEL EXECUTIVE DIRECTOR 37.50 X 302375 0 40243 MICHAEL SHIFFLETT CFO 37.50 X 200137 0 25186 RICHARD ALDRIDGE DIR OF IT & ADMIN SERVICES 37.50 X 188908 0 42193 DAVID BARNES ASSOC. EXECUTIVE DIRECTOR 37.50 X 192254 0 13164 CHONDA LONG AED CONTENT & PROF. LEARNING 37.50 X 169442 0 31738 SCOTT RODGERSON DIR OF PUB. & CREATIVE SRVS. 37.50 X 122822 0 37787 DELILAH PEYTON DIR OF CONFERENCE SVCS 37.50 X 118473 0 20076 1323003 0 210387 10 0 1 0 FREEMAN AUDIO-DECO PO BOX 734596 DALLAS TX 75373 DECORATIVE AND AUDIO CONFERENCE SUPPORT 1132360 BRIGHT KEY INC 60 WEST STREET SUITE 300 ANNAPOLIS MD 21401 SUPPORT SERVICES 420118 REMOTE TECHNOLOGY SERVICES INC 18 BARTOL STREET SAN FRANCISCO CA 94133 PAYROLL SERVICES 314563 QUAD GRAPHICS 700 BLACK HAWK DR BURLINGTON WI 53105 JOURNAL SERVICE FEES 287431 SHOWCARE 1200 G STREET NW SUITE 800 WASHINGTON DC 20005 REGISTRATION/CONFERENCE SUPPORT 274319 18 1107158 1107158 CONVENTIONS 900099 3497852 3497852 MEMBERSHIP DUES 900099 2766497 2766497 CONTRACTS FOR SERVICES 900099 1182605 1182605 ADVERTISING 541800 149923 149923 7596877 137878 137878 4267445 3479341 788104 788104 788104 1865566 329263 1536303 1536303 11166320 8983257 149923 925982 X 159819 159819 574050 574050 2280561 1322482 894320 63759 131006 75806 51545 3655 338614 162851 167912 7851 201826 94782 102474 4570 150391 150391 64235 64235 42000 42000 112647 112647 4186742 3769395 356962 60385 580654 580654 545415 407724 136768 923 125101 125101 690567 562130 128437 856921 661524 194862 535 167276 79927 87349 60997 29145 31852 PRODUCTS AND PUBLICATIO 318324 316359 1965 SUBSCRIPTIONS AND REGIS 238482 121857 103440 13185 GIFTS 9251 9251 11834879 8469556 3210460 154863 546227 234656 244623 571732 218569 388763 178578 366578 333910 348030 493867 9722337 8878334 1011279 844003 12811492 13693946 15716992 16569261 1153680 976222 2306220 2787056 3459900 3763278 X 10633389 10570091 1623703 2235892 12257092 12805983 15716992 16569261 X -668559 1196183 21267 X 0 1 X 1 0 X 236902 939123 1308727 1276857 1107158 4868767 7423087 8562578 6596529 7769941 9312520 39664655 7659989 9501701 7905256 9046798 10419678 44533422 0 0 0 44533422 352767 283037 290421 211163 137878 1275266 352767 283037 290421 211163 137878 1275266 8012756 9784738 8195677 9257961 10557556 45808688 0.97220 0.96740 0.02780 0.03260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42000 42000 11649285 11691285 734564 183641 0 0 597371 576299 691258 734564 2599492 3899238 42000 42000 38500 42000 164500 149343 144075 172815 183641 649874 974811 42000 42000 38500 42000 164500 876017 100 133562 25667 5456 978556 923000 250 -4492 42741 876017 1058867 -123224 935643 877987 1656 210556 28521 1061678 840687 2373 59048 24121 877987 0.61230 0.38770 0 0 129109 129109 5061816 4366202 695614 4531412 4512132 19280 844003 12579119 1196183 329263 1525446 11053673 112647 112647 11166320 12030228 307996 307996 11722232 112647 112647 11834879 PART V, LINE 4: THE COUNCIL'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR IMPROVING MATHEMATICS EDUCATION THROUGH GRANTS AND AWARDS PROGRAMS. THE ENDOWMENT IS DONOR-RESTRICTED TO BE HELD IN PERPETUITY TO GENERATE RETURNS TO HELP FUND THE COUNCIL'S PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 329,263. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 329,263. BAD DEBT EXPENSE ADJUSTMENT - REPORTED AS AN EXPENSE ON THE FINANCIAL STATEMENTS AND REPORTED AS AN OTHER ITEM ON FORM 990, PART XI, LINE 9 -21,267. 1 ADVANCED MATHEMATICS EDUCATION COURSE WORK SCHOLARSHIP FOR GRADES 9-12 1 3000 CLASSROOM RESEARCH GRANTS PREK-6 1 6000 EARLY CAREER RESEARCH GRANT 3 30000 EMERGING TEACHER-LEADERS IN ELEMENTARY SCHOOL MATHEMATICS GRANTS 1 6000 ENGAGING STUDENTS IN LEARNING MATHEMATICS GRANT (6-8) 1 2857 EQUITY IN MATHEMATICS GRANTS (PK-6) 1 7990 PROFL DVPMT SCHOLARSHIP EMPHASIZING HISTORY, NUMBER THEORY, OR DISCRETE MATHEMATICS (612) 1 3000 MATHEMATICS COURSE WORK SCHOLARSHIPS FOR GRADES PK-5 TEACHERS 1 1800 MATHEMATICS COURSE WORK SCHOLARSHIPS FOR GRADES 9-12 TEACHERS 1 3200 ENHANCING STUDENT MATHEMATICS LEARNING THROUGH THE USE OF TOOLS AND TECHNOLOGY GRANTS (PRE-K-12) 2 6000 FOSTERING SUPPORT OF MATHEMATICS LEARNING FOR MULTILINGUAL LEARNERS (PK-12) 1 4000 FOSTERING SUPPORT OF MATHEMATICS LEARNING FOR MULTILINGUAL LEARNERS (PK-12) 1 2460 FUTURE LEADER INITIAL NCTM ANNUAL MEETING ATTENDANCE AWARDS 1 1500 FUTURE LEADER INITIAL NCTM ANNUAL MEETING ATTENDANCE AWARDS 1 926 ACTION RESEARCH ON MATHEMATICS TEACHING PRACTICES GRANT 1 5991 OPENING GATES FOR PROSPECTIVE TEACHERS 2 980 PROSPECTIVE PK-6 ELEMENTARY TEACHER COURSE WORK SCHOLARSHIP 1 10000 PROSPECTIVE 712 SECONDARY TEACHER COURSE WORK SCHOLARSHIPS 1 10000 PROSPECTIVE TEACHER NCTM ANNUAL CONFERENCE ATTENDANCE AWARD 1 1320 GRADES 7-12 PRESERVICE TEACHER COURSEWORK SCHOLARSHIP 1 8327 SCHOOL IN-SERVICE TRAINING GRANTS (68) 1 4000 SCHOOL IN-SERVICE TRAINING GRANTS (PRE-K5) 3 12000 MATHEMATICS GRADES 6-12 PRE-SERVICE TEACHER COURSE WORK SCHOLARSHIP 5 20000 TEACHER PROFESSIONAL DEVELOPMENT GRANTS (6-8) 1 3000 AFFILIATE GRANT - KENNETH B. CUMMINS PARTNER AFFILIATE 1 3500 AFFILIATE GRANT - STUDENT AFFILIATE 1 1968 PART I, LINE 2: NCTM REQUIRES WRITTEN REPORTS AND DOCUMENTATION TO FINALIZE THE GRANT AWARD. X X 0 0 0 0 0 0 0 0 0 KENNETH KREHBIEL EXECUTIVE DIRECTOR 302375 0 0 0 0 0 18282 0 21961 0 342618 0 0 0 RICHARD ALDRIDGE DIR OF IT & ADMIN SERVICES 188908 0 0 0 0 0 11897 0 30296 0 231101 0 0 0 MICHAEL SHIFFLETT CFO 200137 0 0 0 0 0 12131 0 13055 0 225323 0 0 0 DAVID BARNES ASSOC. EXECUTIVE DIRECTOR 192254 0 0 0 0 0 11417 0 1747 0 205418 0 0 0 CHONDA LONG AED CONTENT & PROF. LEARNING 169442 0 0 0 0 0 10682 0 21056 0 201180 0 0 0 SCOTT RODGERSON DIR OF PUB. & CREATIVE SRVS. 122822 0 0 0 0 0 7958 0 29829 0 160609 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 NCTM HAS TWO MAJOR MEMBERSHIP CATEGORIES. INDIVIDUAL MEMBERS INCLUDE TEACHERS, ADMINISTRATORS, SPECIALISTS, COACHES, TEACHER-EDUCATORS, AND STUDENTS. INSTITUTIONAL MEMBERS INCLUDE SCHOOLS, SCHOOL DISTRICTS, UNIVERSITIES, STATE OR LOCAL EDUCATION AGENCIES, LIBRARIES, AND RESOURCE CENTERS. FORM 990, PART VI, SECTION A, LINE 7A EVERY INDIVIDUAL MEMBER IS ELIGIBLE TO VOTE FOR THE BOARD MEMBERS AT AN ELECTION WHERE 1/3 OF THE BOARD MEMBERS ARE ELECTED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND WILL BE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW, PRIOR TO FINAL IRS SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE NCTM CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS, WITH A SIGNED CONFLICT DISCLOSURE STATEMENT REQUIRED EACH YEAR. WHEN A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED, THE FOLLOWING PROCEDURES WILL ALLOW A TRANSACTION TO BE TREATED AS VALID AND BINDING EVEN THOUGH A DIRECTOR, OFFICER, OR EMPLOYEE HAS OR MAY HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION: 1. BEFORE BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING DISCLOSES ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE DISCLOSURES ARE REFLECTED IN THE MINUTES OF THE MEETING. 2. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST DISCLOSES TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR REPORTS THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE IS REFLECTED IN THE MINUTES OF THE MEETING. 3. A PERSON WHO HAS A CONFLICT OF INTEREST DOES NOT PARTICIPATE IN THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. THE INDIVIDUAL WILL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. 4. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT IS VOTED ON AT A MEETING WLL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR THE PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION, AND THE PERSON'S INELIGIBILITY TO VOTE IS REFLECTED IN THE MINUTES OF THE MEETING. 5. RESPONSIBLE PERSONS WHO ARE NOT MEMBERS OF THE BOARD OF DIRECTORS OF NCTM, OR WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT IS NOT SUBJECT OF OR COMMITTEE ACTION, DISCLOSES TO THE CHAIR OR THE CHAIR'S DESIGNEE ANY CONFLICT OF INTEREST THAT THE RESPONSIBLE PERSON HAS WITH RESPECT TO A CONTRACT OR TRANSACTION. THE DISCLOSURE IS MADE AS SOON AS THE CONFLICT OF INTEREST IS KNOWN TO THE RESPONSIBLE PERSON. THE RESPONSIBLE PERSON REFRAINS FROM ANY ACTION THAT MAY AFFECT NCTM'S PARTICIPATION IN THE CONTRACT OR TRANSACTION. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT DISCLOSES THE CIRCUMSTANCES TO THE PRESIDENT OR THE PRESIDENT'S DESIGNEE, WHO DETERMINES WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD IS RESPONSIBLE FOR REVIEWING AND APPROVING THE SALARY OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. THIS PROCESS WILL BE INDEPENDENT OF THE INFLUENCE OF THE EXECUTIVE, AND MAY INVOLVE INPUT FROM SOURCES BOTH INTERNAL AND EXTERNAL TO THE COUNCIL, INCLUDING REGIONAL SALARY SURVEYS. THIS PROCESS IS DOCUMENTED IN THE ORGANIZATION'S PROCEDURES MANUAL. THE LAST COMPENSATION REVIEW WAS NOVEMBER 2022. FORM 990, PART VI, SECTION C, LINE 19 NCTM PROVIDES COPIES OF THE ORGANIZATIONAL BYLAWS, CONFLICT OF INTEREST POLICY, AND FORM 990 TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART VII ONE MEMBER OF THE BOARD, KEVIN DYKEMA, RECEIVED PAYMENT FROM THE ORGANIZATION TO HELP OFFSET MISSING WORK FROM HIS FULLTIME JOBS IN ORDER TO FULFILL HIS ROLE ON THE ORGANIZATION'S BOARD. KEVIN DYKEMA RECEIVED $28,592. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,473,939. MANAGEMENT AND GENERAL EXPENSES 356,962. FUNDRAISING EXPENSES 60,385. TOTAL EXPENSES 3,891,286. OUTSOURCED CUSTOMER CARE: PROGRAM SERVICE EXPENSES 295,456. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 295,456. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE ADJUSTMENT 21,267.