Return of Organization Exempt From Income Tax UMLjNO 1545-004 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black loop 2004 benefit trust or private foundation) Open to Public 1 The organization may have to use a copy of this return to satisfy state reporting requirements . Inspection Department of the Treasury Internal Revenue Service o A For the 2004 calendar year, or tax year beginning JUN 1 2004 and ending MAY 31 2005 r B Check if Please C Name of organization D Employer identification number applicable use IRS HE INTERNATIONAL DYSLEXIA ASSOCIATION Address label or Ocn .9a Print orFOUNDED IN MEMORY OF SAMUEL T ORTON INC 52-0953609 o ~Cha~nge s~ Number and street (or P.O. box if mail is not delivered to street address) Room/suite E Telephone number return Initial SPecifc g 6 0 0 LASALLE ROAD CHESTER BUILDING 1 382 410 296-0232 Final Instruc- w = Final t,o , City or town, state or country, and ZIP + 4 F nccounena memos 0 can ~ n~~ ''" ° ~Ameded BALTIMORE MD 21286 D o a'' " .. .. =retur n Application " Section 501(c)(3) organizations and 4947(x)(1) nonexempt charitable trusts H and I are not applicable to section 527 organizations . p pending must attach a completed Schedule A (Form 990 or 990-EZ) . H(a) Is this a group return for affiliates? ~ Yes [K] No G Website : WWW . INTERDYS . ORG H(b) If "Yes,' enter number of affiliates J Organization type (cneckonly ane) t E2] 501(c) ( 3 ) " cnsercno) = 4947(x)(1) or 0 527 H(c) Are all affiliates included? N/A 0 Yes 0 No K Check here 10 if the organization's gross receipts are normally not more than $25,000. The (If'No; attach a list) H(d) Is this a separate return filed by an or- organization need not file a return with the IRS ; but if the organization received a Form 990 Package ganization covered b a grou p ruling? 0 Yes EKI No in the mad, it should file a return without financial data . Some states require a complete return . I Grou p Exem p tion Number M Check Jo- 0 if the organization is not required to attach L Gross receipts : Add lines 6b, 8b, 9b, and 10b to line 121 2 , 27 4 , 9 4 3 . Sch . B (Form 990, 990-EZ, or 990-PF) . Part I Revenue, Expenses, and Changes in Net Assets or Fund Balances 1 contributions, gifts, grants, and similar amounts received : a Direct public support is 416 571 . b Indirect public support 1b 1 , 616 . c Government contributions (grants) 1c 24 , 000 . d Total (add lines is through ic) (cash $ 4 41,161 . noncash $ 1, 026 . ) i d 442 , 187 . 2 Program service revenue including government fees and contracts (from Part VII, line 93) 2 817 , 591 . 3 Membership dues and assessments 3 669 , 345 . 4 Interest on savings and temporary cash investments 4 27 , 177 . 5 Dividends and interest f ;A, Idles 5 6 a Grass rents 6a b Less : rental expe ses-6b c Net rental incom~pc a6c 7 Other investment~i~sn7 B a Gross amount fr sale A Securities B Other n than inventory 87 , 952 . ea b Less: cost or othe 94 , 443 . 8b c Gain or (loss) (attach schedule) < 6 491 . 8c d Net gain or (loss) (combine line 8c, columns (A) and (B)) STMT 1 8d < 6 491 . 9 Special events and activities (attach schedule). If any amount is from gaming, check here 1 0 a Gross revenue (not including $ 0 . of contributions reported on line ia) 9a 55 , 933 . b Less: direct expenses other than fundraising expenses 9b 24 , 425 . c Net income or (loss) from special events (subtract line 9b from line 9a) SEE STATEMENT 2 9c 31 , 508 . 10 a Gross sales of inventory, less returns and allowances 10a 102 , 4741 b Less: cost of goods sold 10b 41 , 850 . c Gross profit or (loss) from sales of inventory (attach schedule) (subtract line 10b from line 10x) STMT 3 10c 6 0 624 . 11 Other revenue (from Part VII, line 103) 11 7 2 28 4 . 12 Total revenue add lines 1d 2 3 4 5 6c 7 8d 9c 10c and 11 12 2 , 114 225 . 13 Program services (from line 44, column (B)) 13 1 4 35 69 4 . 14 Management and general (from line 44, column (C)) 14 232 162 . 15 Fundraising (from line 44, column (D)) 15 172 476 . 16 Payments to affiliates (attach schedule) SEE STATEMENT 4 16 242 , 752 . 17 Total exp enses add lines 16 and 44 column A 17 2 083 084 . 18 Excess or (deficit) for the year (subtract line 17 from line 12) 18 31 141 . 19 Net assets or fund balances at beginning of year (from line 73, column (A)) 19 1 828 073 . 20 Other changes in net assets or fund balances (attach explanation) SEE STATEMENT 5 20 6 871 . 21 Net assets or fund balances at end of year (combine lines 18, 19, and 20) 1 21 ~ 1 , 866 , 085 . N 7 c i d Cy1 H G1 rJ O . pW Cr c..'+ o1-1a-os LHA For PnvacyAct and Paperwork Reduction Act notice, see the separate instructions . RCVD (N NOV 02 990 (2004) . .,~,,~~~lLC~t ~~~lLC~t~ 2~~~ 12231005 791909 16-0003 2004 .05002 THE INTERNATIONAL DYSLEXIA 16-00031 Form 990 7 G
Transcript
Return of Organization Exempt From Income Tax UMLjNO 1545-004
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black loop 2004 benefit trust or private foundation) Open to Public
1 The organization may have to use a copy of this return to satisfy state reporting requirements . Inspection Department of the Treasury Internal Revenue Service
o A For the 2004 calendar year, or tax year beginning JUN 1 2004 and ending MAY 31 2005 r B Check if Please C Name of organization D Employer identification number
applicable use IRS HE INTERNATIONAL DYSLEXIA ASSOCIATION Address label or
Ocn.9a Print orFOUNDED IN MEMORY OF SAMUEL T ORTON INC 52-0953609 o ~Cha~nge s~ Number and street (or P.O. box if mail is not delivered to street address) Room/suite E Telephone number
return Initial SPecifc g 6 0 0 LASALLE ROAD CHESTER BUILDING 1382 410 296-0232 Final Instruc-
w =Final t,o� , City or town, state or country, and ZIP + 4 F nccounena memos 0 can ~ n~~
''" ° ~Ameded BALTIMORE MD 21286 D o
a'' ".... =return
Application " Section 501(c)(3) organizations and 4947(x)(1) nonexempt charitable trusts H and I are not applicable to section 527 organizations . p pending must attach a completed Schedule A (Form 990 or 990-EZ) .
H(a) Is this a group return for affiliates? ~ Yes [K] No G Website : WWW . INTERDYS . ORG H(b) If "Yes,' enter number of affiliates J Organization type (cneckonly ane) t E2] 501(c) ( 3 )" cnsercno) = 4947(x)(1) or 0 527 H(c) Are all affiliates included? N/A 0 Yes 0 No K Check here 10 if the organization's gross receipts are normally not more than $25,000. The (If'No; attach a list)
H(d) Is this a separate return filed by an or- organization need not file a return with the IRS ; but if the organization received a Form 990 Package ganization covered b a g roup ruling? 0 Yes EKI No in the mad, it should file a return without financial data . Some states require a complete return . I Group Exemp tion Number
M Check Jo- 0 if the organization is not required to attach L Gross receipts : Add lines 6b, 8b, 9b, and 10b to line 121 2 , 27 4 , 9 4 3 . Sch . B (Form 990, 990-EZ, or 990-PF).
Part I Revenue, Expenses, and Changes in Net Assets or Fund Balances 1 contributions, gifts, grants, and similar amounts received :
a Direct public support is 416 571 . b Indirect public support 1b 1 , 616 . c Government contributions (grants) 1c 24 , 000 . d Total (add lines is through ic) (cash $ 4 41,161 . noncash $ 1, 026 . ) i d 442 , 187 .
2 Program service revenue including government fees and contracts (from Part VII, line 93) 2 817 , 591 . 3 Membership dues and assessments 3 669 , 345 . 4 Interest on savings and temporary cash investments 4 27 , 177 . 5 Dividends and interest f
;A,
Idles 5 6 a Grass rents 6a
b Less : rental expe ses-6b c Net rental incom~pc a6c
7 Other investment~i~sn7 B a Gross amount fr sale A Securities B Other n
than inventory 87 , 952 . ea b Less: cost or othe 94 , 443 . 8b c Gain or (loss) (attach schedule) < 6 491 . 8c d Net gain or (loss) (combine line 8c, columns (A) and (B)) STMT 1 8d < 6 491 .
9 Special events and activities (attach schedule). If any amount is from gaming, check here 1 0 a Gross revenue (not including $ 0 . of contributions
reported on line ia) 9a 55 , 933 . b Less: direct expenses other than fundraising expenses 9b 24 , 425 . c Net income or (loss) from special events (subtract line 9b from line 9a) SEE STATEMENT 2 9c 31 , 508 .
10 a Gross sales of inventory, less returns and allowances 10a 102 , 4741 b Less: cost of goods sold 10b 41 , 850 . c Gross profit or (loss) from sales of inventory (attach schedule) (subtract line 10b from line 10x) STMT 3 10c 6 0 624 .
11 Other revenue (from Part VII, line 103) 11 7 2 2 8 4 . 12 Total revenue add lines 1d 2 3 4 5 6c 7 8d 9c 10c and 11 12 2 , 114 225 . 13 Program services (from line 44, column (B)) 13 1 4 35 6 9 4 . 14 Management and general (from line 44, column (C)) 14 232 162 . 15 Fundraising (from line 44, column (D)) 15 172 476 . 16 Payments to affiliates (attach schedule) SEE STATEMENT 4 16 242 , 752 . 17 Total expenses add lines 16 and 44 column A 17 2 083 084 . 18 Excess or (deficit) for the year (subtract line 17 from line 12) 18 31 141 . 19 Net assets or fund balances at beginning of year (from line 73, column (A)) 19 1 828 073 . 20 Other changes in net assets or fund balances (attach explanation) SEE STATEMENT 5 20 6 871 . 21 Net assets or fund balances at end of year (combine lines 18, 19, and 20) 1 21 ~ 1 , 866 , 085 .
N 7 c i d
Cy1 H
G1 rJ O.
pW Cr c..'+
o1-1a-os LHA For PnvacyAct and Paperwork Reduction Act notice, see the separate instructions . RCVD (N NOV 02
990 (2004)
..,~,,~~~lLC~t ~~~lLC~t~ 2~~~ 12231005 791909 16-0003 2004 .05002 THE INTERNATIONAL DYSLEXIA 16-00031
Form 990
7
G
THE INTERNATIONAL DYSLEXIA ASSOCIATION FOUNDED IN MEMORY OF SAMUEL T ORTON INC 52-0953609
~'P~e'rt ~~ Statement o All organizations must complete column (A). Columns (B), (C), and (D) are required for section 501(c)(3) Page 2 Functional Expenses and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others.
Do not include amounts reported on Ime A Total (B) Program (C) Management (D) Fundraising 6b 8b 9b 10b or 16 0/ Part I ~ ~ servires and general 22 Grants and allocations (attach schedule)
(cash $ 18 ,110 . noncas, s 23 Specific assistance to individuals (attach schedule) 24 Benefits paid to or for members (attach schedule) 25 Compensation of officers, directors, etc . 26 Other salaries and wages 27 Pension plan contributions 28 Other employee benefits 29 Payroll taxes 30 Professional fundraising fees 31 Accounting fees 32 Legal fees 33 Supplies 34 Telephone 35 Postage and shipping 36 Occupancy 37 Equipment rental and maintenance 38 Printing and publications 39 Travel 40 Conferences, conventions, and meetings 41 Interest 42 Depreciation, depletion, etc. (attach schedule) 43 Other expenses not covered above (itemize) : a b c d e SEE STATEMENT 6
4 .1 24 .829 .1 2,857 .1 4,658 .
b
0 .)l 306 and allocations
d - SALE OF PUBLICATIONS RELEVANT TO DYSLEXIA
e Other program services (attach schedule) STATEMENT 9 (Grants and allocations $ 18,110 .)l 6 2 0 3 0 . f Total of Program Service Expenses (should equal line 44, column (B), Program services) " 1,435 :694 . oii3 as Form 990 (2004)
2 12231005 791909 16-0003 2004 .05002 THE INTERNATIONAL DYSLEXIA 16-00031
44 Oipadira6ons compieenp so~omhs I~Ii~1, ~~n Uese tdta~s fdlines 13-t5 144 I 1 , ti 4 U . .i .i ;d .I 1 , 4 3 5 ~ b y 4 .I L i ;& , 1 b L .I 17 L , 4 7 b Joint Costs . Check 1 0 if you are following SOP 98-2 . Are any point costs from a combined educational campaign and fundraising solicitation reported m (B) Program services? " 0 Yes Ell No If 'Yes,' enter (i) the aggregate amount of these joint costs $ ; (ii) the amount allocated to Program services $ ; iii the amount allocated to Maria ement and eneral $ ' and iv the amount allocated to Fundraisin Part III Statement of Program Service Accomplishments What is the organization's primary exempt purpose? " SEE STATEMENT 7
Program Service All organizations must describe then exempt purpose achievements m a clear and concise manner State the number of clients served, publications issued, etc Discuss
Expenses (Required for 501(cx3) and
achievements that are not measurable (Section 501(cx3) and (4) organizations and 4947(aX1) nonexempt charitable trusts must also enter the amount of grants and (4) orgs , and 4947(ax1) allocations to others ) trusts, but optional for others
a MEMBERSHIP AND BRANCH DEVELOPMENT - PROCESSING MEMBERSHIPS BRANCH COUNCIL MEETINGS, MEMBERSHIP PUBLICATIONS
C LiLVL tCnr ztCtttiL - L10
IC THROUGH MAILING
423021 01-13-OS
3 12231005 791909 16-0003 2004 .05002 THE INTERNATIONAL DYSLEXIA 16-00031
THE INTERNATIONAL DYSLEXIA ASSOCIATION Fo~m 990 (2004) FOUNDED IN MEMORY OF SAMUEL T ORTON, INC 52-0953609 Page 3
Part N Balance Sheets
Note : Where required, attached schedules and amounts within the description column (A) (B) should be forend-of-yearamounts only. Beginning of year End of year
b Less: accumulated depreciation 55b 55c 56 Investments - other 56
- 57 a Land, buildings, and equipment basis 57a 155 , 187 . b Less: accumulated depreciation 57b 128 , 197a 52 , 172 . 57c 26 , 990 .
58 other assets (describe t SEE STATEMENT 11 ) 640 , 965 . 58 572 , 314 .
59 Total assets add lines 45 throu g h 58 must eq ual line 74 2 , 419 , 13 9 . 59 2 5 47 , 331 . 60 Accounts payable and accrued expenses 194 , 406 . 60 227 , 342 . 61 Grants payable 61 62 Deferred revenue 396 , 660 . 62 453 , 904 . 63 Loans from officers, directors, trustees, and key employees 63
a 64 a Tax-exempt bond liabilities 64a 20 b Mortgages and other notes payable 64b
65 Other liabilities (describe " ) 65
66 Total liabilities add lines so throu g h 65 591 , 066 . ss 681 , 246 . Organizations that follow SFAS 117, check here " ~ and complete lines 67 through
69 and lines 73 and 74 . <83 999 . s7 <113 167 . : 67 Unrestricted
Organizations that do not follow SFAS 117, check here " D and complete lines ILL 70 through 74 . ~°, 70 Capital stock, trust principal, or current funds 70 r+ y 71 Paid-in or capital surplus, or land, building, and equipment fund 71 a 72 Retained earnings, endowment, accumulated income, or other funds 72 Z 73 Total net assets or fund balances (add lines 67 through 69 or lines 70 through 72 ;
column (A) must equal line 19 ; column (B) must equal line 21) 1 , 828 , 073 . 73 1 , 866 085 . 74 Total liabilities and net assets /fund balances (add lines 66 and 73) 2 , 419 , 13 9 . 1 74 2 5 4 7 3 31 .
Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization. How the public perceives an organization m such cases may be determined by the information presented on its return . Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization's programs and accomplishments .
t 1 11111.1 For.'m 990 (2
THE INTERNATIONAL DYSLEXIA ASSOCIATION
Pad rt IV"A ~ Reconciliation of Revenue per Audited Financial Statements with Revenue per Return
a Total revenue, gains, and other support per audited financial statements " a 2 187 , 371 .
b Amounts included on line a but not on line 12, Form 990:
(1) Net unrealized gains on investments $ 6,871 .
(2) Donated services and use of facilities
(3) Recoveries of prior year grants $
(4) Other (specify):
Add amounts on lines (1) through (4) 1 b 6 , 871 . c Line a minus line b " c 2 , 180 , 500 . d Amounts included on line 12, Form
990 but not on line a:
(1) Investment expenses not included on line 6b, Form 990 $
(2) Other (specify) : STMT 14 a <66,275 .
Add amounts on lines (1) and (2) 1 d <66 , 275 . e Total revenue per line 12, Form 990
(line c plus line d) 10, e 2 114 2 2 5 . _ ~ Part V I List of Officers, Directors, Trustees, and Key f
(A) Name and address
J . THOMAS VIALL ---------------------------------
SEE ATTACHED -LISTING-OF -BOARD ------ OF -DIRECTORS -AND OFFICERS
rare iv-a ~ rseconcuiaiion or rcpenses per Auaitea Financial Statements with Expenses per Return
a Total expenses and losses per audited financial statements
b Amounts included on line a but not on line 17, Form 990 :
(1) Donated services and use of facilities $
(2) Prior year adjustments reported on line 20, Form 990 $
(3) Losses reported on line 20, Form 990 $
(4) Other (specify): STMT 13 $ 66,275 .
Add amounts on lines (1) through (4) 1 c Line a minus line b 1 d Amounts included on line 17, Form
990 but not on line a :
(1) Investment expenses not included an line 6b, Form 990 $
(2) Other (specify) :
> Add amounts on lines (1) and (2) 1 e Total expenses per line 17, Form 990
(line c plus line d) 00, mployeeS (List each one even if not compensated .)
75 Did any officer, director, trustee, or key employee receive aggregate compensation of more than $100,000 from your organization and all related organizations, of which more than $10,000 was provided by the related organizations? If 'Yes,' attach schedule. " [--1 Yes [R] No
423031 01-13-05 Form 990 (2004)
-0953609 Page 4
(B) Title and average hours (C) Compensation (D~Contributions to (E) Expense per week devoted to employee benefit P (If not poi account and -0_1 , enter plans & deferred p osition com p ensation other allowances
'sXECUTIVE DI C
5 12231005 791909 16-0003 2004 .05002 THE INTERNATIONAL DYSLEXIA 16-00031
'%. THE INTERNATIONAL DYSLEXIA ASSOCIATION Form 990 (2004) FOUNDED IN MEMORY OF SAMUEL T ORTON INC 52-0953609 Page s
Part VI Other Information Yes No
76 Did the organization engage in any activity not previously reported to the IRS? If "Yes ; attach a detailed description of each activity 76 X 77 Were any changes made in the organizing or governing documents but not reported to the IRS? 77 X
If 'Yes,' attach a conformed copy of the changes . 78 a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? 78a X
b If 'Yes," has it filed a tax return on Form 990-T for this year? 78b X 79 Was there a liquidation, dissolution, termination, or substantial contraction during the year? 79 X
If 'Yes," attach a statement 80 a Is the organization related (other than by association with a statewide or nationwide organization) through common membership,
governing bodies, trustees, officers, etc ., to any other exempt or nonexempt organization? SOa X b If 'Yes,' enter the name of the organization
and check whether it is 0 exempt or D nonexempt 81 a Enter direct or indirect political expenditures. See line 81 instructions 81a 0 .
b Did the organization file Form 1120-POL for this year? 81b X 82 a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than
fair rental value? 82a b If 'Yes,' you may indicate the value of these items here. Do not include this amount as revenue in Part I or as an
expense m Part II. (See instructions in Part III.) 826 N /A 83 a Did the organization comply with the public inspection requirements for returns and exemption applications? 83a X
b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? 83b X 84 a Did the organization solicit any contributions or gifts that were not tax deductible? 84a
b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? N/A 84b
85 501(c)(4), (5), or (6) organizations. a Were substantially all dues nondeductible by members? N/A 85a b Did the organization make only in-house lobbying expenditures of $2,000 or less? N/A 85b
If 'Yes' was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a waiver far proxy tax owed for the prior year .
c Dues, assessments, and similar amounts from members 85c N/A d Section 162(e) lobbying and political expenditures 85d N/ A e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices 85e N/A f Taxable amount of lobbying and political expenditures (line 85d less 85e) 85f N/A p Does the organization elect to pay the section 6033(e) tax on the amount on line 85i? N/A 85 h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to its reasonable estimate of dues
allocable to nondeductible lobbying and political expenditures for the following tax year? N/A SSh 86 501(c)(7) organizations . Enter: a Initiation fees and capital contributions included on line 12 86a N/A
b Gross receipts, included on line 12, for public use of club facilities 86b N/A 87 501(c)(12) organizations. Enter: a Gross income from members or shareholders 87a N/A
b Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them .) 87b N/A
88 At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 301 .7701-2 and 301.7701-3? If'Yes; complete Part IX 88 X
89 a 501(c)(3) organizations . Enter: Amount of tax imposed on the organization during the year under: section 4911 Blo- 0 . ; section 49121 0 . ; section 49551 0 .
b 501(c)(3) and 501(c)(4) organizations . Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year? If "Yes ; attach a statement explaining each transaction 89b X
c Enter: Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 . 0 .
d Enter: Amount of tax on line 89c, above, reimbursed by the organization 1 0 . 90 a List the states with which a copy of this return is filed " VARIOUS STATES
b Number of employees employed in the pay period that includes March 12, 2004 90b 15 91 The books are in care of " MANAGEMENT Telephone no . " ( 410 ) 296 - 0232
Located at " 8600 LASALLE ROAD, SUITE 382, BALTIMORE, MD ZIP + 4 . 21286
92 Section 4947(a)(1) nonexempt charitable trusts filing Form 990 in lieu of Form 1041- Check here " D
and enter the amount of tax-exempt interest received or accrued during, the tax year " 1 92 ~ 0 . 423041 01-13-05 Form 990 (2004)
b .BRANCH COUNCIL MEETINGS 33 , 789 . c d e f Medicare/Medicaid payments p Fees and contracts from government agencies
94 Membership dues and assessments 669 , 345 . 95 Interest on savings and temporary cash investments 14 27 , 177 . 96 Dividends and interest from securities 97 Net rental income or (loss) from real estate: a debt-financed property b not debt-financed property
98 Net rental income or (loss) from personal property 99 Other investment income 100 Gain or (loss) from sales of assets
other than inventory 18 < 6 4 91 . 101 Net income or (loss) from special events 01 31 , 508 . 102 Gross profit or (loss) from sales of inventory 0 3 60 , 624 . 103 Other revenue :
a MISCELLANEOUS 01 18 , 520 . b ADVERTISING 541800 53 , 764 . c d e
104 Subtotal (add columns (B), (o), and (E)) 92,869 . - 131, 3 3 8 . 1,447,831 . 105 Total (add line 104, columns (B), (D), and (E)) 1 1,672,038 . Note : Line 105 plus line 1d, Part l, should equal the amount on line 12, Part l. Part VIII Relationship of Activities to the Accomplishment of Exempt Purposes (See page 34 of the instructions .) Line No . Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment of the organization's
exempt purposes (other than by providing funds for such purposes).
4 I AFFILIATES IN
Income I E Name, address, arid~EIN of corporation, I Percentage of I Nature of activities
N/A
(-Part X Information Regarding Transfers Associated (a) Did the organization, during the year, receive any funds, directly or indirectly, l (b) Did the organization, during the year, pay premiums, directly or indirectly, on Note : I/ "Yes" to ( b ) , file Form 8870 and Form 4720 see mstructions) .
Under penalties of penury, I declare that I have led thi return, including accorr Please correct, and complete Declaration of prep oth hen o cer) is based on all infori
Sign i c Here ' Signature of o er Date
Paid Preparer's' signature e"ZeA__ Prepare ,s Firm's �a�,a~o~ Kp,HLE & ASSOCIATES, PC Use Only you- 11
self-employed), ' 3 0 E .UPADONIA RD ., SUIT 423101 address, and 0,_,3_o5 ziP+a TIMONILTM MD 21093
12231005 791909 16-0003 2004 .05002
" THE INTERNATIONAL DYSLEXIA ASSOCIATION For' 990 (2004) FOUNDED IN MEMORY OF SAMUEL T ORTON INC 52-0953609 Page 6 Part VII Analysis of Income-Producing Activities (See page 33 of the instructions.) Note : Enter gross amounts unless otherwise Unrelated business income Excluded by section sit. 513, « spa
indicated. (A) (8) (C) (D) Related or exempt Business Ex°'°' 93 Program service revenue : code Amount oae Amount function income a NATIONAL CONFERENCE 541800 39 105 . 744 697 .
Part IX (See page 34 of the instructions .)
r ~ r. SCHEDULE A Organization Exempt Under Section 501(c)(3) (Form 990 or 990-EZ) (Except Private Foundation) and Section 501(e), 501((), 501(k),
501(n), or Section 4947(a)(1) Nonexempt Charitable Trust Department oltheTreasury Supplementary Information-(See separate instructions.) Internal Revenue Service jo,- MUST be completed by the above organizations and attached to their Form 990 or 990-EZ
OMB No 1545-0047
2004 Name of the organization THE INTERNATIONAL DYSLEXIA ASSOCIATION Employer identification number
FOUNDED IN MEMORY OF SAMUEL T ORTON INC 52 0953609 Part I Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees
(See page 1 of the instructions. List each one. If there are none, enter 'None.') (a) Name and address of each employee paid (b) Title and average hours (demployee benefit (e) Expensf
more than $50,000 per week devoted to (c) Compensation p,~�, ~ de~~�~ account and o1
position compensation allowances
PT DIREC
2,348 .1 0 .
---------------------------------
Total number of other employees paid
Part II Compensation of the Five Highest Paid Independent Contractors for Professional Services (See page 2 of the instructions . List each one (whether individuals or firms). If there are none, enter "None.')
(b) Type of service I (c) Compensation
NONE
--------------------------------------------
Total number of others receiving over $50,000 for professional services t Q 423101/11-24-04 LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-EZ . Schedule A (Form 990 or 990-EZ) 2004
12231005 791909 16-0003 2004 .05002 THE INTERNATIONAL DYSLEXIA 16-00031
LIN STRICKER
NOREEN FROHME
PT DI
(a) Name and address of each independent contractor paid more than $50,000
No
a Sale, exchange, or leasing of property?
4 a Did you maintain any separate account for participating donors where donors have the right to provide advice on the use or distribution of funds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Do you provide credit counselma. debt management, credit repair, or debt negotiation services?
13 D An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in: (1) fines 5 through 12 above ; or (2) section 501(c)(4), (5), or (6), if they meet the test of section 509(a)(2). (See section 509(a)(3) .)
Provide the following information about the supported organizations. (See page 5 of the instructions .)
Line (a) Name(s) of supported organization(s) (b) from abover
14 [-] An organization organized and operated to test for public safety. Section 509(a)(4) . (See page 5 of the instructions.)
iz3a's oa Schedule A (Form 990 or 990-EZ) 2004 8
12231005 791909 16-0003 2004 .05002 THE INTERNATIONAL DYSLEXIA 16-00031
't. THE INTERNATIONAL DYSLEXIA ASSOCIATION Schedule A (Form 990 or 990-EZ) 2004 FOUNDED IN MEMORY OF SAMUEL T ORTON, INC 52-09!
Part 111 Statements About Activities (See page 2 of the instructions .)
1 During the year, has the organization attempted to influence national, state, or local legislation, including any attempt to influence public opinion on a legislative matter or referendum? If 'Yes,' enter the total expenses paid or incurred m connection with the lobbying activities " $ $ (Must equal amounts on line 38, Part VI-A, or line i of Part VI-B.) Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A. Other organizations checking 'Yes; must complete Part VI-B AND attach a statement giving a detailed description of the lobbying activities. During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any such person is affiliated as an officer, director, trustee, majority owner, or principal beneficiary? (If the answer to any question is "Yes," attach a detailed statement explaining the transactions)
b Lending of money or other extension of credit? I 2b I I X
c Furnishing of goods, services, or facilities? I 2c I I X
d Payment of compensation (or payment or reimbursement of expenses if mare than $1,000)? SEE PART V, FORM 9 9 0
e Transfer of any part of its income or assets?
3 a Do you make grants for scholarships, fellowships, student loans, etc .? (If '1'es; attach an explanation of hov§EE STATEMENT 15 you determine that recipients qualify to receive payments .)
b Do you have a section 403(b) annuity plan for your employees?
Part IV Reason for Non-Private Foundation Status (See pages 3 through s of the instructions.)
The organization is not a private foundation because it is: (Please check only ONE applicable box) 5 0 A church, convention of churches, or association of churches. Section 170(b)(1)(A)(i) . 6 D A school. Section 170(b)(1)(A)(u). (Also complete Part V.) 7 D A hospital or a cooperative hospital service organization . Section 170(b)(1)(A)(ui) . S D A Federal, state, or local government or governmental unit Section 170(b)(1)(A)(v). 9 D A medical research organization operated in conjunction with a hospital . Section 170(b)(1)(A)(ui) . Enter the hospital's name, city,
and state 10 D An organization operated for the benefit of a college or university owned or operated by a governmental unit Section 170(b)(1)(A)(iv) .
(Also complete the Support Schedule in Part IV-A.) 11a 0 An organization that normally receives a substantial part of its support from a governmental unit or from the general public .
Section 170(b)(1)(A)(vi) . (Also complete the Support Schedule in Part IV-A .) 11b D A community trust Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV-A) 12 FXI An organization that normally receives: (1) more than 33 1/3°.6 of its support from contributions, membership fees, and gross
receipts from activities related to its charitable, etc., functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Also complete the Support Schedule in Part IV-A)
'y " THE INTERNATIONAL DYSLEXIA ASSOCIATION Schedule A (Form 990 or 990-EZ) 2004 FOiJNDED IN MEMORY OF SAMUEL T ORTON INC 52-0953609 Page 3 P8rt IV-A Support Schedule (Complete only if you checked a box on line 10, 11, or 12 .) Use cash method of accounting.
Note: You ma use the worksheet m the instructions for converting from the accrual to the cash method of accounting. Calendar year (or fiscal year beginning in) " (a) 2003 (b) 2002 (c) 2001 (d) 2000 (e) Total
17 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc ., purpose
18 Gross income from interest, dividends, amounts received from payments on securities loans (sec- tion 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975
19 Net income from unrelated business activities not included in line 18
.1 26 .224 .1 96,596 .
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf The value of services or facilities furnished to the organization by a governmental unit without charge . Do not include the value of services or facilities generally furnished to the public without charge
2 Other income. Attach a schedule. SEE STATEMENT 16 Do not include gain or (loss) from sage of capital assets 30 , 488 . 18 , 566 . 4 , 562 . 13 , 620 . 67 , 236 . 3 Total oflines l5through 22 1 , 795 , 01 3 . 1 680 708 . 1 , 801 , 907 . 1 , 860 , 786 . 7 , 138 , 414 . 4 Line 23minus line l7 1 , 005 , 930 . 882 070 . 1 , 036 , 907 . 1 , 069 , 549 . 3 , 994 , 456 . 5 Enter s°oofline e23 17 950 . 16 807 . 18 019 . 18 , 608 .
Organizations described on lines 10 or 11 : a Enter 2% of amount in column (e), line 24 . 26a N /A 6 b Prepare a list far your records to show the name of and amount contributed by each person (other than a governmental
unit or publicly supported organization) whose total gifts for 2000 through 2003 exceeded the amount shown in line 26a. Do not file this list with your return . Enter the total of all these excess amounts " 26b N /A
c Total support for section 509(a)(1) test Enter line 24, column (e) 1 26c N /A d Add: Amounts from column (e) for lines: 18 19
22 26b 1110- 26d N /A e Public support (line 26c minus line 26d total) " 26e N /A i Public support percentage (line 26e (numerator) divided by line 26c (denominator)) 1 26f N/A
Organizations described on line 12 : a For amounts included m lines 15, 16, and 17 that were received from a 'disqualified person; prepare a list for your records to show the name of, and total amounts received in each year from, each "disqualified person.' Do not file this list with your return . Enter the sum of such amounts for each year. (2003) 4 3 , 0 0 0 . (2002) 116 ., 2 5 0 . (2001) 158 , 7 0 0 . (2000) 169,200 .
b For any amount included m line 17 that was received from each person (other than 'disqualified persons'), prepare a list for your records to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000. (Include m the list organizations described in lines 5 through 11, as well as individuals.) Do not file this list with your return . After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year: (2003) 0 . (2002) 0 . (2001) 0 . (2000) 0 .
c Add: Amounts from column (e) for lines : 15 2,379,012 . 16 1,451,612 . 17 3,143,958 . 20 21 . 27c 6 , 974 , 582 .
d Add: Line 27a total 487,150 . and line 27b total 0 . " 27d 487 , 150 . e Public support (line 27c total minus line 27d total) 1 27e 6 487 , 432 . f Total support for section 509(a)(2) test Enter amount on line 23, column (e) " 27f 7 , 138 , 414 . q Public support percentage (line 27e (numerator) divided by line 27f (denominator)) 1 27 9 0 . 88 0 6% h Investment income oercentaae (line 18. column (e) (numerator) divided by line 27f (denominator)) 1 27h 1 . 3532%
20
21
. 2
2
2 2
27
28 Unusual Grants : For an organization described in line 10, 11, or 12 that received any unusual grants during 2000 through 2003, prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant Do not file this list with your return . Do not include these grants in line 15 .
423121 12-03-04 Schedule A (Form 990 w 990-EZ) 2004
9 12231005 791909 16-0003 2004 .05002 THE INTERNATIONAL DYSLEXIA 16-00031
15 Gifts, grants, and contributions received . (Do not include unusual
THE INTERNATIONAL DYSLEXIA ASSOCIATION Schedule A (Form 990 or 990-EZ) 2004 FOUNDED IN MEMORY OF SAMUEL T ORTON INC 52-0953609 Page 4 Part V Private School Questionnaire (See page 7 of the instructions .) N/A
(To be completed ONLY by schools that checked the box on line 6 in Part IV)
Yesl No
34 a Does the organization receive any financial aid or assistance from a governmental agency? 34a b Has the organization's right to such aid ever been revoked or suspended? 34b
If you answered "Yes' to either 34a or b, please explain using an attached statement 35 Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4 .05 of Rev. Proc . 75-50,
1975-2 C.B . 587, covering racial nondiscrimination? If 'No,' attach an explanation 35
423131 11-24-04
10 12231005 791909 16-0003 2004 .05002 THE INTERNATIONAL DYSLEXIA 16-00031
29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, other governing instrument, or m a resolution of its governing body? pg
30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures, catalogues, and other written communications with the public dealing with student admissions, programs, and scholarships? 30
31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no solicitation program, in a way that makes the policy known to all parts of the general community it serves? 31 If "Yes,' please describe ; if "No; please explain. (If you need mare space, attach a separate statement.)
32 Does the organization maintain the following : a Records indicating the racial composition of the student body, faculty, and administrative staff? 32a b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis? 32b c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student
admissions, programs, and scholarships? 32c d Copies of all material used by the organization or on its behalf to solicit contributions? 32d
If you answered "No' to any of the above, please explain . (If you need more space, attach a separate statement)
33 Does the organization discriminate by race in any way with respect to: a Students' rights or privileges? 33a b Admissions policies? 33b c Employment of faculty or administrative staff? 33c d Scholarships or other financial assistance? 33d e Educational policies? 33e f Use of facilities? . 33t p Athletic programs? 33 h Other extracurricular activities? 33h
If you answered 'Yes' to any of the above, please explain . (If you need more space, attach a separate statement)
Schedule A (Form 990 or 990-EZ) 2004
THE INTERNATIONAL DYSLEXIA ASSOCIATION Schedule A (Form 990 or 990-EZ) 2004 FOUNDED IN MEMORY OF SAMUEL T ORTON INC 52-0953609 Page s Part VI-A Lobbying Expenditures by Electing Public Charities (See page 9 of the instructions .)
(To be completed ONLY by an eligible organization that filed Form 5768) Check 1 a D if the organization belongs to an affiliated arouo. Check t b n if you checked " a " and limited control' nrnvieinnc anniv
(a) Affiliated group
totals
N/A
(b) To be completed for ALL electing organizations
D U
a 2,083,084 . 2 .083,084 .
36 Total lobbying expenditures to influence public opinion (grassroots lobbying) 37 Total lobbying expenditures to influence a legislative body (direct lobbying) 38 Total lobbying expenditures (add lines 36 and 37) 39 Other exempt purpose expenditures 40 Total exempt purpose expenditures (add lines 38 and 39) 41 Lobbying nontaxable amount Enter the amount from the following table -
If the amount on line 40 is - The lobbying nontaxable amount is - Not over $500,000 2096 of the amount on line 40
Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000
Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000
Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000
Over $17,000,000 $1,000,000
42 Grassroots nontaxable amount (enter 25% of line 41) 43 Subtract line 42 from line 36. Enter -0- if line 42 is more than line 36 44 Subtract line 41 from line 38. Enter -0- if line 41 is more than line 38
41
If there is an amount on ether line 43 or line 44, you must file Form 4720.
4-Year Averaging Period Under Section 501(h) " (Some organizations that made a section 501(h) election do not have to complete all of the five columns
below . See the instructions for lines 45 through 50 on page 11 of the instructions .)
- Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or (a) (b) (c) (d) (e) fiscal year beginning in) No. 2004 2003 2002 2001 Total 45 Lobbying nontaxable
150% of line 48( e )) 375 , 897 . 50 Grassroots lobbying
ex penditures -0 Part VI-B Lobbying Activity by Nonelecting Public Charities
(Far reporting only by organizations that did not complete Part VI-A) (See page 11 of the instructions .) N/A During the year, did the organization attempt to influence national, state or local legislation, including any attempt to
Yes No Amount influence public opinion on a legislative matter or referendum, through the use of a Volunteers b Paid staff or management (Include compensation in expenses reported on lines c through h .) c Media advertisements d Mailings to members, legislators, or the public e Publications, or published or broadcast statements t Grants to other organizations for lobbying purposes y Direct contact with legislators, their staffs, government officials, or a legislative body h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means i Total lobbying expenditures (Add lines c through h .) ~ ~ 0 ,
If 'Yes' to any of the above, also attach a statement giving a detailed description of the lobbying activities .
ii3ia oa Schedule A (Form 990 or 990-EZ) 2004 11
12231005 791909 16-0003 2004 .05002 THE INTERNATIONAL DYSLEXIA 16-00031
Limits on Lobbying Expenditures
(The term 'expenditures' means amounts paid or incurre
(i) Cash 51a(i) X (ii) Other assets a(ii) g
b Other transactions : (i) Sales or exchanges of assets with a nonchantable exempt organization b(i) X (ii) Purchases of assets from a nonchantable exempt organization b(ii)
(iii) Rental of facilities, equipment, or other assets b(iii)
(iv) Reimbursement arrangements b(iv) g
(v) Loans or loan guarantees b(v) X (vi) Performance of services or membership or fundraising solicitations b(fl X
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees c X d If the answer to any of the above is "Yes ; complete the following schedule . Column (b) should always show the fair market value of the
goods, other assets, or services given by the reporting organization. If the organization received less than fair market value m any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received: N /A
(a) (b) M I (d) Line no . Amount involved Name of noncharitable exempt organization Description of transfers, transactions, and sharing arrangements
52 a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527? 1 D Yes [f] No
ii a oa Schedule A (Form 990 or 990-EZ) 2004 12
12231005 791909 16-0003 2004 .05002 THE INTERNATIONAL DYSLEXIA 16-00031
' 'V " THE INTERNATIONAL DYSLEXIA ASSOCIATION Scriedule A (Form 990 or 990-EZ) 2004 FOiTNUED IN MEMORY OF SAMUEL T ORTON INC 52-0953609 Page s Part VII Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations (See page 11 of the instructions .)
51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
a Transfers from the reporting organization to a noncharitable exempt organization of Yes No
THE INTERNATIONAL DYSLEXIA ASSOCIATION F 52-0953609
FORM 990 GAIN (LOSS) FROM PUBLICLY TRADED SECURITIES STATEMENT 1
GROSS COST OR EXPENSE NET GAIN SALES PRICE OTHER BASIS OF SALE OR (LOSS)
TOTAL TO FM 990, LN 43 439,858 . 363,404 . 39,714 . 36,740 .
18 STATEMENT S) 4, 5, 6 12231005 791909 16-0003 2004 .05002 THE INTERNATIONAL DYSLEXIA 16-00031
THE INTERNATIONAL DYSLEXIA ASSOCIATION F 52-0953609
FORM 990 PAYMENTS TO AFFILIATES STATEMENT 4
AFFILIATE'S NAME AFFILIATE'S ADDRESS
$ OF DUES PAID TO BRANCHES SEE ATTACHED LIST OF BRANCHES
PURPOSE OF PAYMENT AMOUNT
SUPPORT OF BRANCHES 242,752 .
TOTAL TO FORM 990, PART 2, LINE 16 242,752 .
DESCRIPTION
UNREALIZED GAINS ON INVESTMENTS
AMOUNT
DESCRIPTION
(C) MANAGEMENT AND GENERAL
(D)
FUNDRAISING
FORM 990 CASH GRANTS AND ALLOCATIONS STATEMENT 8
DONEE'S CLASSIFICATION DONEE'S NAME DONEE'S ADDRESS RELATIONSHIP
RESEARCH GRANT TRUSTEES OF BOSTON 25 BUICK STREET, NONE COLLEGE BOSTON, MA 02215
18,110 .
TOTAL TO FORM 990, PART III, LINE E 18,110 . 62,030 .
19 STATEMENT S) 7, 8, 9 12231005 791909 16-0003 2004 .05002 THE INTERNATIONAL DYSLEXIA 16-00031
THE'INTERNATIONAL DYSLEXIA ASSOCIATION F 52-0953609
FORM 990 STATEMENT OF ORGANIZATION'S PRIMARY EXEMPT PURPOSE STATEMENT 7 PART III
EXPLANATION
"IDA" WAS FORMED FOR THE STUDY AND TREATMENT OF INDIVIDUALS WITH, AND FOR THE DISSEMINATION OF KNOWLEDGE ABOUT, SPECIFIC LANGUAGE DISABILITIES . THE PURPOSE OF THE ASSOCIATION IS TO PROMOTE EFFECTIVE TEACHING APPROACHES AND RELATED CLINICAL EDUCATION INTERVENTION STRATEGIES FOR DYSLEXICS, TO SUPPORT INTERDISCIPLINARY STUDY AND RESEARCH, AND TO FACILITATE THE EXPLORATION OF THE CAUSES AND EARLY IDENTIFICATION OF DYSLEXIA .
AMOUNT
18,110 .
TOTAL INCLUDED ON FORM 990, PART II, LINE 22
FORM 990 OTHER PROGRAM SERVICES
GRANTS AND DESCRIPTION ALLOCATIONS
RESEARCH 18,110 . GOVERNMENT ADVOCACY 0 .
STATEMENT 9
EXPENSES
31,727 . 30,303 .
THE'INTERNATIONAL DYSLEXIA ASSOCIATION F 52-0953609
THE 'INTERNATIONAL DYSLEXIA ASSOCIATION F 52-0953609 . ,
FORM 990 OTHER REVENUE INCLUDED ON FORM 990 STATEMENT 14
<66,275 .> TOTAL TO FORM 990, PART IV-A
21 STATEMENT S) 14, 15, 16 12231005 791909 16-0003 2004 .05002 THE INTERNATIONAL DYSLEXIA 16-00031
DESCRIPTION
SPECIAL EVENTS COSTS COST OF GOODS SOLD
AMOUNT
<24,425 .> <41,850 .>
SCHEDULE A EXPLANATION OF QUALIFICATIONS TO RECEIVE PAYMENTS STATEMENT 15 PART III, LINE 3
SCHOLARSHIPS TO THE ANNUAL CONFERENCE - UNDERGRADUATE OR GRADUATE STUDENTS INTERESTED IN DYSLEXIA ARE ASKED TO COMPLETE A QUESTIONNAIRE REGARDING THEIR FIELD OF STUDY AND INTEREST IN ATTENDING THE NATIONAL CONFERENCE . SPONSORSHIP BY THEIR PROFESSOR IS REQUIRED . RESEARCH AND EDUCATIONAL GRANTS - A STANDING COMMITTEE OF THE BOARD OF DIRECTORS SOLICITS AND REVIEWS GRANT PROPOSALS RELATING TO THE MEDICAL OR EDUCATIONAL ASPECTS OF DYSLEXIA . GRANTS ARE AWARDED IN THE AMOUNT S) OF THE BUDGETED FUNDS FOR THAT FISCAL YEAR .
TOTAL TO SCHEDULE A, LINE 22 30,488 . 18,566 . 4,562 . 13,620 .
The International Dyslexia Association - 52-0953609 Support Schedule - 2004 Form 990 - Lines 42, 57a, and 57b Year Ended May 31, 2005
Land, Building Land, Building and Equipment -
Depreciation and Equipment - Accumulated Expense Basis Depreciation
Data processing equipment 29,883 72,699 46,381 Furniture and other office equipment 2,461 82,488 81,816
32,344 155,187 128,197
Line 42 Line 57a Line 57b
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BOARD OF DIRECTORS Effective January 1, 2005
(revised fi/16/05) ~~55ocic~~ :o :i
Jeffrey W. Gilger . Ph.D. Purdue University Associate Dean Beering Hall of Liberal Arts & Educ . 100 N. University Street, Rm. 6114 West Lafayette, IN 47907-2098 (V1) (765) 494-6542 Fax: (765) 494-5832 Emad (W) : jgilger@purdue edu Email (H): jefFg565@excite com
Vice President Guinevere Eden, D. Phil . Georgetown University Medical Center Center for the Study of Learning, Bldg . D, Suite 150 4000 Reservoir Rd . NW Washington, DC 20007-2197 (VV) (202) 687-6893 Fax: (202) 784-2414 Email: edeng@georgetown edu
Secretary R. Malatesha Joshi, Ph.D. Texas A & M University Reading Educ, MS 4232 College of Educ . & Human Development 308 Harrington Towers College Station, TX 77843-4232 (V1) (979) 862-8118 Fax: (979) 845-9663 Email [email protected]
Treasurer Robert Mauro 316 Mawman Ave Lake Bluff, IL 60044 (H) (847) 735-1249 (Cell) (312) 933-1143 (F) (847) 615-0464 Email. [email protected]
Vice President Charles W . Haynes, Ed.D . 57 Main Street Boxford, MA 01921 (H) (978) 887-2496 (VV) (617) 724-6311 Fax: (617) 726-8022 Email . chaynes@mghihp .edu
Vice President Sandra Soper 1625 Prospect Street Sarasota, FL 34239-2125 (W) (941) 927-9000 Fax (941) 927-4014 Email: sand i soper@sarasota .k12 fl .us
Branch Council Chair Diane Newton 1910 Wanda Way Arlington, TX 76001-7034 (H) (817) 467-6388 (F) (817) 467-6354 (Cell) (817) 366-1521 Email: dnewton220@aol .com
AT LARGE MEMBERS Karen Dakin, M.Ed . Dir. of Learning Resources, Hathaway Brown School 19600 North Park Blvd Shaker Heights, OH 44122 (V1) (216) 320-8094 Emad : (V1/) [email protected] (during school year)
F/H) : (513) 231-1079 (Please call first to fax) Maureen Lovett, Ph.D. e-mail : [email protected] Brain & Behaviour Program The Hospital for Sick Children Eric Q. Tridas, M.D. 555 University Avenue Medical Director, Tampa Children's Hospital Toronto, ON M5G 1X8 Canada 4144 N. Amenia Avenue (V11) (416) 813-6329 Suite 375 (F) (416) 813-6126 Tampa, FL 33607 email~ [email protected] (V11) (813) 876-8316
Fax: (813) 875-4011 Louisa Moats, Ed.D. email : [email protected] 411 Mother Lode Loop P 0. Box 3941 Valerie Tucker Hailey, ID 83333 Director, LEAD (H) (208) 788-0074 PO Box 262 (F) (720) 352-2474 Argyle, TX 76226 (Cell) (720) 652-2474 (W) (940) 464-3752 Email. LouisaM@sopriswest .com Fax (940) 464-7293
emad : lead1234@gte .net William D. Noel, J.D. 8200 Wednesbury Lane, Ste 420 Nancy Cushen White, Ed .D. Houston, TX 77074-2925 300 Frederick Street (VV) (713) 571-8614 San Francisco, CA 94117 Fax (713) 651-1620 (H) (415) 661-8132
BRANCHES & GLOBAL PARTNERS Contact One of IDA's Branches or Affiliates for Resources in Your Area
April 2005
hamohn0 10--r tho-ok --h d-1- ..d .6-y
MICHIGAN Michigan Branch Sally Burden, President 4050 Waverly Place Ann Arbor, MI 48105 (Br) 734-663-9884 E-mail . [email protected]
HAWAII Hawaii Branch Sue Voit, co-President P O. Box 61610 Honolulu, HI 96839-1610 (Br) (808) 538-7007 (F) (808) 566-837 E-mail : info@hibida org
CANADA British Columbia Branch Thomas Stnngham, Acting Pres 4918 55B Street Delta, B C. V4K 3139 Canada (Br) (604) 940-0045 Toll Free (866) 669-5811 E-mail : [email protected]
Western New York Branch Denise Lawton, President Buffalo Branch c/o Gow School Emery Road South Wales, NY 14139 (Br) 716-687-2030
MASSACHUSETTS Massachusetts Branch Isabel Wesley, President PO Box 662 Lincoln, MA 01773 (Br) (617) 650-0011 E-mail : MABIDA@comcast net
ALABAMA Alabama Branch Denise Gibbs, President 818 Mountain Gap Ct ., SE Huntsvdle, AL 35803 E-mail : [email protected]
ARIZONA Arizona Branch Kay Byrd, President 2600 Old Miner Rd . Prescott, AZ 86301 (Br) (480) 941-0308 E-mail : [email protected]
CALIFORNIA Central California Branch Rita Humphreys, President 619 Vermont Avenue Dinuba, CA 93618 (Br) (559) 435-5402
Inland Empire Branch Pam Kehler, President P O. Box 6701 San Bernardino CA 92412 (Br) (909) 686-9837
Los Angeles Branch Jennifer Zvi, President P.O . Box 1808 Studio City, CA 91614 (Br) (818) 506-8866
Northern California Branch Barb Langeloh, President 505 Beach St ., Ste. 130 San Francisco, CA 94133 (Br) (650) 328-7667 (F) (415) 674-4539 Email : office@dyslexia-ncbida org www.dyslexia-ncbida .org
San Diego Branch Linda M. Altes, President 8950 Villa La Jolla Dr., Ste. B La Jolla, CA 92037 (W) 858-824-1914 Email. laltes@adnc corn
Ontario Branch (In-Formation)
Sally Shearman, President 104 Loraview Ln . Aurora, ON L4G 6N5 Canada (Br) (416) 716-9296 E-mail : info@iclaontario corn
COLORADO Rocky Mountain Branch (CO, UT, WY) Lynn Kuhn, President PO Box 461010 Glendale, CO 80246 (Br) (303) 721-9425
NEBRASKA Nebraska Branch Carolyn Brandle, President 5921 Sunrise Rd . Lincoln NE 68510 (Br) (402) 434-6434 E-mail cbrandle@ps org
NEW HAMPSHIRE New Hampshire Branch
(In-Formation) (ME, Vr) Mike Angwin, co-President PO Box 3724 Concord, NH 03302 (Br) (603) 229-7355
NEW JERSEY New Jersey Branch Francie Matthews, President P O. Box 32 Long Valley, NJ 07853 (Br& F) (908) 876-1179 E-mail [email protected]
NEW YORK Suffolk Branch Kerry Leo, President 1239 N . Country Rd , Ste. 2 Stony Brook, NY 11790 (Br) (631) 261-7441 E-mail : kleo@landmmultisensory corn
New York Branch Eileen Marzola, President 71 West 23rd St ., Ste 1527 New York, NY 10010 (Br) (212) 691-1930 (F) (212) 633-1620 E-mail . [email protected]
. . ` . List off- ,Brands " ~ a ~~
Branches 8 National Affiliates of The International Dyslexia Association g
WISCONSIN Wisconsin Branch Contact IDA HQ for more information . (HQ) (410) 296-0232 (Br) (414) 299-0551
Brazil Dyslexia Association Maria Angela Nico,
Coordinator Avendia Angelica, 2318 9° andar Higienopolism San Paulo -SP 01228-200 BRAZIL (5511) 3231-3296 (5511) 3258-7568 E-mail
Abdislexia@uol corn br www dislexia org br
Note: Annually, IDA Branches publish at least one newsletter and hold at least four public events, such as conferences, work-shops, support group meetings.
RHODE ISLAND Rhode Island Branch Donna Flynn, Co-President PO Box 16294 Rumford, RI 02916 (401) 521-0020 E-mail' [email protected] UPPER MIDWEST
Upper Midwest Branch Trish Vickman, President 880 Hickory Lane Winona, MN 55987 (Br) (651) 450-7589 04/20/05
NORTH CAROLINA North Carolina Branch Diane Milner, President 70 Whispering Oak Court Fletcher, NC 28732 (Br) (800) 284-1990 E-mail : dmilner@cdschool org
OHIO Central Ohio Branch Cyndi Schultz, President PO Box 16216 Columbus, OH 43216-6216 (Br) (614) 899-5711
Northern Ohio Branch Barbara Marsh, President 4421 W. Ranchview North Olmsted, OH 44070 (Br) (216) 556-0883
Ohio Valley Branch Carol Duke, President 317 East Fifth St . Cincinnati, OH 45202 (Br) (513) 651-4747 E-mail : Dukece@one net www.cincmnatidyslexia org
OREGON Oregon Branch Karen Brown, President P .O . Box 3677 Portland, OR 97208-3677 (Br) (503) 228-4455 (Br) (800) 530-2234 E-mail : [email protected]
PENNSYLVANIA Pennsylvania Branch John Kruidenier, President PO Box 251 Bryn Mawr, PA 19010 (Br) (610) 527-1548 (F) (610) 527-5011 Dys E-mail : [email protected] www.pbida.org
SOUTH CAROLINA South Carolina Branch Johnnie C Pearce, Pres 810 Hampton Hill Rd . Columbia, SC 29209 (VM) (803) 772-8065 E-mail . jcpearce@bellsouth net
Jane Rich, President 98 South 1200 East Lindon, UT 84042 (Br) (801) 785-0662
VIRGINIA Virginia Branch MaryAnne Dukas, Pres . Chesapeake Bay Academy 821 Baker Rd . Virginia Beach, VA 23462 (VM) (800) 988-8336 E-mail : [email protected]
WASHINGTON Washington State Branch (AK, ID, MT, WA) Stacy Turner, President P.O . Box 1247 Mercer Island, WA 98040-1247 (Br) (206) 382-1020
GLOBAL PARTNERS Israel David Finkelstein President P O . Box 6304 Hod Hasharon, Israel 45241 Fax : 1-972-2-740-3160 E-mail davidzvi@netvision net d
Philippine Dyslexia Fnd. Wynna Medma, President #28 7th Street New Manila Quezon City, Philippines (632) 724-3871 (F)(632)416-9285 E-mail . Wymedma@axti corn
Czech Dyslexia Association Olga Zelinkova, President Svatoslavvova 17 140 00 Prague 4-Nusle Czech Republic E-mail zelinkova@mymad cz
The Intema6onal Dyslexia Association (IDA) supports efforts to provide individuals with dyslexia with appropriate instruction and to identify these individuals at an early age IDA, however, does not endorse any specific program, speaker, product, or instructional material, noting that there are a number of such which present the cntical components of instruction as defined by IDA
The International Dyslexia Association 8600 LaSalle Road
Bylaws of The International Dyslexia Association (Approved by the Membership -1998, Amended by the Delegate Assembly - 2002 and 2003)
ARTICLE I NAME
1 .1 . The name of this corporation, hereinafter referred to as The Association, shall be The International Dyslexia Association, Founded in Memory of Samuel T. Orton. The Association, a non-profit corporation, is organized exclusively for charitable, educational, and scientific purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986, or corresponding section of any future tax code, including, for such purposes, the making of distributions to organizations that qualify as exempt, or corresponding section of any future tax code. Notwithstanding any other provisions of these articles, this corporation shall not carry on any activities not permitted to be carried on by any organization exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code of 1986, or corresponding section of any future tax code.
ARTICLE II PURPOSE
11 .1 . The purpose of The Association shall be to promote knowledge of dyslexia and related disorders and of literacy acquisition, as originally espoused by the late Samuel T. Orton and others, and as enhanced by ongoing theory, research, and application. In particular, The Association shall:
a) Be a non-profit, scientific and educational organization for the multidisciplinary study and treatment of individuals with dyslexia and related disorders;
b) Consist of members, branches, a Branch Council, a Board of Directors, officers, an Executive Committee, a Delegate Assembly, an Executive Director, a Council of Advisors, and an International Office ;
c) Support and encourage study and research into the nature of dyslexia and related disorders as well as all aspects of the acquisition and mastery of written language, including, but not limited to, reading, spelling, and writing;
d) Promote the appropriate diagnosis and treatment of dyslexia and related disorders ;
e) Promote, encourage, and support the preparation and continued education of professionals and other personnel to ameliorate the impact of dyslexia and related disorders, and to promote optimal methods of reading and language instruction for all individuals ; and
Promote public awareness and understanding of dyslexia and related disorders, as well as knowledge of factors important to learning to read and write, through responsible dissemination of research-based knowledge .
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Bylaws of The International Dyslexia Association (Approved by the Membership - 1998, Amended by the Delegate Assembly - 2002 and 2003)
11 .2 . The fiscal year shall be from June 1 to May 31 .
11.3 . The Association shall receive, hold, and invest funds and make disbursements in payment of lawful indebtedness. These transactions shall be carried out in accordance with and as directed by the Bylaws of The Association, and as directed or authorized by the Board of Directors, hereinafter referred to as the Board.
ARTICLE III MEMBERSHIP AND DUES
111 .1 . Membership shall be open to any individual who supports the purposes of The Association as set forth in these Bylaws, without regard to place of residence, degree of personal involvement, professional development, age, sex, creed, color, disability, national or ethnic background or marital status .
a) To be a member, dues must be current.
b) In order to be a member of a branch, an individual must hold membership in The Association.
c) An individual may be a member at-large of The Association without being a member of a branch.
d) Members may be affiliated with the branch of their choice .
e) Membership in The Association may be terminated by the affirmative votes of 15 members of the Board when the actions of an individual are judged detrimental to The Association .
fl Honorary membership in The Association may be granted by vote of the Board.
111 .2 . CATEGORIES OF MEMBERSHIP
a) Individual Membership : An individual member shall be a person enrolled in The Association, and shall possess membership rights described in this article, except those membership categories otherwise specified .
b) Individual Membership-Retired : An Individual Member-Retired shall be a person enrolled in The Association, at least 65 years of age, and not engaged in full time employment . This category shall possess membership rights described in this article, and those membership categories otherwise specified .
c) Student Membership : A student member shall be a person enrolled in The Association who is a full-time or part-time student as defined by an accredited
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institution of higher education, and shall possess membership rights described in this article, except those membership categories otherwise specified. The part-time student shall not be engaged in full-time employment .
d) Life Membership : A life member shall be a person enrolled in The Association on a lifetime basis, and shall possess all rights available to individual members .
e) Family Membership : A family membership shall be any adult(s) and minor children under 18 years of age who, together, reside in a household unit, who shall be enrolled in The Association, and shall possess membership rights described in this article, except those membership categories otherwise specified .
Institutional Membership : An institutional member shall be an educational institution, public or private school, institution of higher education, governmental agency, or a non-profit corporation that is enrolled in The Association, and shall possess membership rights described in this article, except those membership categories otherwise specified .
g) Corporate Membership : A Corporate Member shall be a for-profit corporation that is enrolled in The Association . Such members shall possess membership rights described in this article, except those membership categories otherwise specified .
h) College Affiliate Membership : A college affiliate member shall be a group of students, attending one institution of higher education enrolled in The Association with privileges as delineated in the Guidelines for College Affiliates and these Bylaws .
i) .Honorary Membership : Honorary members shall be those persons granted membership by the Board, and shall be exempt from paying dues .
111.3 . RIGHTS OF MEMBERSHIP
a) Except as otherwise provided in the Articles of Incorporation or the Bylaws, all membership categories shall have the right to a vote, to have membership in the branch of his/her choice, to petition, to receive The Association's official journals, and to benefit from such other privileges as may be authorized from time to time .
b) Only individual, student, life and family memberships shall have the right to hold branch and international office, and serve on appointive bodies .
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Bylaws of The International Dyslexia Association (Approved by the Membership - 1998, Amended by the Delegate Assembly - 2002 and 2003)
111 .4 . DUES
a) Membership dues shall be proposed by the Board and voted upon by the Delegate Assembly.
b) Dues shall be paid to the International Office unless otherwise determined by the Board.
c) A portion of each branch member's dues, as determined by the Board, shall be sent to the member's branch.
d) When dues are submitted with an application for initial membership or to reactivate a lapsed membership, dues remain current for one year from the date of payment. When submitted with a renewal of membership, dues remain current from the annual anniversary date .
ARTICLE IV OFFICERS
IV.I . OFFICERS
a) The officers of The Association shall be : a President, three Vice-presidents, a Secretary, a Treasurer, a President-elect, and an Immediate Past-president . These officers shall perform the duties prescribed by these Bylaws and the parliamentary authority adopted by The Association .
b) No member of The Association shall hold more than one position at a time on the Board .
c) Officers of The Association, with the exception of the President-elect and President, shall each be elected for one three-year term or until a successor is elected . The President-elect shall be elected for a one-year term . An officer shall be ineligible for re-election to the same office for a period of one year unless otherwise stated in these Bylaws .
1V.2 . PRESIDENT
a) On the January 1 following the completion of his/her term, the President-elect shall assume the office of President for one three-year term or until a successor assumes the office of President .
b) The President shall preside at all meetings of the Delegate Assembly, the Board, and the Executive Committee.
c) The President shall be an ex-officio member of all committees, except the Nominating Committee, shall conduct such official business as may necessary,
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by any method of communication determined by the Board, and shall perform such other duties as are incidental to this office, or as may be properly required by the actions of the Delegate Assembly or of the Board .
d) The powers, duties, authority, and limitations of the position of the President shall devolve temporarily to the President-elect during any absence or disability of the President, or upon the most senior Vice-president if there is no President-elect. The Executive Committee shall resolve any question about the existence or nonexistence of disability on the part of the President .
1V.3 . PRESIDENT-ELECT
a) In the annual election in 1998, and every three years thereafter, one individual, chosen from present or former Board members, shall be elected by the Delegate Assembly as the President-elect for a one-year term .
b) On the January 1 following the conclusion of his/her term, the President-elect shall assume the office of President .
1V.4 . VICE-PRESIDENTS
There shall be three Vice-presidents, one of whom shall be elected annually to replace the most senior Vice-President .
1V.5 . SECRETARY
a) In the annual election in 1998 and every three years thereafter, the Delegate Assembly shall elect a Secretary .
b) The Secretary, or in his/her absence, a secretary pro tem appointed by the President, shall take attendance at all Executive Committee, Board and Delegate Assembly meetings, report the presence or absence of a quorum at said meetings, cause minutes to be taken at said meetings, see to the timely distribution of same, and ensure the maintenance of all official records.
c) Not less than 90 days prior to the meeting of the Delegate Assembly, the Secretary of The Association shall cause to be distributed to the President of each recognized branch and chartered branch ; the slate of nominees for directors, officers, and nominating committee members to be elected at the Delegate Assembly .
d) The Secretary shall cause to be received ; ballots, coordinate the counting of same, and report the results of all elections and votes of the Delegate Assembly to the membership of The Association.
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e) The Secretary shall ensure that all amendments of the Articles of Incorporation and of the Bylaws of The Association, and other corporate documents are properly recorded and distributed .
The Secretary shall ensure that any new policies enacted by the Board are added to the Policy manual .
g) The Secretary shall perform such other duties as are necessary or assigned by the President or the Board.
1V.6 . TREASURER
a) In the annual election in 1998 and every three years thereafter, the Delegate Assembly shall elect a Treasurer. The Treasurer is eligible to serve two consecutive terms without a one-year period of ineligibility unless otherwise specified in these Bylaws.
b) The Treasurer, as chief financial officer, shall serve as chair of the Finance Committee . He/she shall perform such other duties as required by the Board .
c) The Treasurer and every officer, agent or employee of The Association authorized by the Board to have check-signing privileges or other access to Association funds, shall be suitably bonded at The Association's expense.
1V.7 . IMMEDIATE PAST-PRESIDENT
At the conclusion of his/her term, the President shall serve a one-year term as a member of the Board in the position of Immediate Past- president . Thereafter, for a period of one year, the individual shall be ineligible for election to the Board .
1V.8 . REPLACEMENTS
a) In the event of the removal, resignation, or death of the President, the President-elect, shall assume the office of President, finishing the remainder of that term, and then continue with his/her regular three-year term. If there is no President-elect, the most senior Vice-president shall assume the duties of the President until such time as the Nominating Committee can meet and nominate a replacement, subject to election by the affirmative votes of 15 members of the Board .
b) In the event of the removal, resignation, or death of the President-elect, the Nominating Committee shall nominate a replacement, subject to election by affirmative votes of 15 members of the Board. The replacement shall serve out the balance of the un-expired term, at which time he/she will assume the office of President .
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c) In the event of the removal, resignation, or death of a Vice-president, the Secretary, or the Treasurer, the President shall nominate a replacement, subject to election by the affirmative votes of 15 members of the Board. Consideration should be given to recommendations from the Nominating Committee. The replacement shall serve out the balance of the un-expired term. If the term is less than a one-half term, the replacement is eligible to be elected to one full term in his/her own right, unless otherwise stated in these Bylaws . If the remainder of the term is longer than a one-half term, the replacement is not eligible to be elected to a further successive term in that same office .
1V.9 . DETRIMENTAL ACTIONS
An elected officer may be removed from office by the affirmative votes of 15 members of the Board when the actions of the officer are judged detrimental to The Association .
IV . 10 . ASSUMPTION OF OFFICE
The Officers, Directors-at-Large, and members of the Nominating Committee shall assume office on the January 1 following their election by the Delegate Assembly .
ARTICLE V BOARD OF DIRECTORS
V.1 . There shall be a Board vested with the authority and responsibility for establishing policy, managing all affairs of The Association, and advancing the interests of The Association in accordance with the Articles of Incorporation and the Bylaws of The Association .
V.2 . The Board shall consist of 15 Directors-at-Large, six Officers, the Branch Council Chair, and, when in effect, the Immediate Past-president and the President-elect. The Executive Director shall be an ex-officio, non-voting member of the Board. All voting members of the Board must be members of The Association.
V.3 . No employee of The Association or one of its branches shall be elected to the Board, or appointed to any of its committees or subcommittees.
V.4 . Annually, the Delegate Assembly shall elect five Directors-at-Large, each for a three-year term, or until their successor is elected . The names of those elected shall be announced at the annual meeting of the Delegate Assembly . Following completion of two full consecutive terms as a Director-at-Large, an individual shall be ineligible for re-election as such for a period of one year . The terms of Directors-at-Large shall commence on the January 1 following their election by the Delegate Assembly .
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V.S . There shall be at least two meetings of the Board per year . In addition, the Board may meet as many times and in such places as it shall deem necessary for the fulfillment of its duties . All members of the Board are expected to attend all meetings . Absence from two consecutive regularly scheduled meetings may be cause for removal from the Board ; affirmative votes of 15 members of the Board shall prevail.
V.6 . Special meetings of the Board may be called by the President upon concurrence of a majority of the Board, or upon petition signed by 15 members of the Board. Any member of the Board may submit a petition, which must state the reason for requesting such a meeting.
V.7 . Notification of any meeting of the Board, including the date, time, location, and purpose of said meeting, shall be provided to all Board members not less than 21 calendar days prior to the meeting .
V.8 . Twelve members of the Board, among who must be included, the President or a Vice-president, shall constitute a quorum.
V.9 . A Director may be removed from the Board by the affirmative votes of 15 members of the Board when the actions of the Director are judged to be detrimental to The Association.
V.10 . In the event of the removal, resignation, or death of a Director-at-Large, the President, shall nominate a replacement, subject to election by affirmative votes of 15 members of the Board . Consideration should be given to recommendations from the Nominating Committee. The replacement shall serve out the balance of the un-expired term. If the term is less than a one-half term, the replacement is eligible to be elected to two full terms in his/her own right . If the remainder of the term is longer than a one-half term, the replacement is eligible to be elected to one further successive term .
V.11 . All voting members of the Board shall serve without compensation .
V.12. Each Board member, present or past, shall be indemnified to the extent of The Association's insurance coverage against liabilities, and reasonable costs and expenses incurred as a result of any suit or proceeding in which he/she may be involved because of such office . Such indemnification shall exclude liability or expense incurred by action known at the time by such person to be unlawful, or arising from willful malfeasance, bad faith, gross negligence or reckless disregard of the duties of such office .
V.13 . No member of The Association can be elected or re-elected to a Board position after having served ten consecutive years in any combination of positions on the Board . Such member may be eligible for election to the Board after having been off the Board of The Association for a period of one year . In the event that an
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individual's term extends beyond the ten-year period, that individual may serve out his/her complete term .
V.14. Any money raising activity or solicitation of gifts or grants by The Association or any branch shall conform strictly to policies approved by the Board of The Association.
V.15. All financial records of The Association shall be subject to an annual audit by a certified public accountant selected by the Executive Committee. The auditor's report shall be promptly submitted directly to the Board .
V.16. Upon dissolution of the corporation, the Board shall, after paying or making provisions for the payment of all of the liabilities of the corporation, dispose of all assets for one or more exempt purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986, or corresponding section of any future federal tax code, or shall distribute assets to the federal, state, or local government for a public purpose. Any remaining assets not so disposed of shall be disposed of by a court of competent jurisdiction in the county in which the principle office of the organization is then located, exclusively for public purposes .
ARTICLE VI EXECUTIVE COMMITTEE
VI . 1 . The Executive Committee shall consist, at least, of the President, the three Vice-presidents, the Treasurer, the Secretary, the Chair of Branch Council, and the President-elect and the Immediate Past-President in years when those positions exist, and when appropriate, the Executive Director as an ex-officio non-voting member.
V1 .2 . Between Board Meetings, the Executive Committee shall act in lieu of the Board . In such circumstances, any reference to the Board in these Bylaws shall apply to the Executive Committee .
V1 .3 . The Executive Committee shall carry out directives of the Board.
VIA. The Executive Committee shall review and evaluate the duties, performance and compensation of the Executive Director at least annually . If the Executive Committee determines that the Executive Director shall continue in the employ of The Association, it shall make a recommendation for compensation to the Finance Committee, which shall accept the recommendation for inclusion in the annual budget.
V1 .5 . Meetings of the Executive Committee shall be called at the direction of the President .
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VI .6 . A quorum of the Executive Committee shall consist of a majority of the members of the committee .
ARTICLE VII COUNCIL OF ADVISORS
VI1.1 . There shall be a Council of Advisors composed of Samuel T. Orton Award recipients, recognized scholars in the fields of dyslexia, and individuals eminent in other fields pertinent to the affairs and concerns of The Association.
V11 .2 . During any regularly scheduled meeting of the Board, any member of the Board may nominate an individual to the Council of Advisors . A vote to elect that individual to the Council of Advisors shall be held at the next regularly scheduled Board meeting. Upon election, the individual will be contacted by The Association's President to determine his/her willingness to accept election . All recipients of the Samuel T. Orton Award will be automatically nominated to the Council of Advisors at the regular scheduled meeting of the Board following the receipt of their award .
V11 .3 . Each member of the Council of Advisors shall have the following privileges :
a) Honorary membership in The Association ;
b) Notification of all meetings of the Board, routine receipt of the minutes of such meetings, and freedom to attend and participate without the right to vote ; and
c) To provide advice at the request of the Board .
ARTICLE VIII EXECUTIVE DIRECTOR
VI11 .1 . The Executive Director is hired by the Executive Committee to be the chief executive officer of The Association in charge of its day-to-day administration . The Executive Director acts under the immediate direction of the President and is responsible to the full Board and its Executive Committee .
V111 .2 . The responsibilities of the Executive Director shall be :
a) To serve on the Board and on all committees, except for the Nominating and Ethical Standards and Practices Committees, as an ex-officio non-voting member;
b) To carry out policies approved by the Board and administer all programs of The Association ;
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c) To employ, maintain, and ensure the effective operation of an international office staff by the establishment of personnel policies deemed necessary or required by law, and which shall assist in the administration of The Association's programs ;
d) Under the direction of the Treasurer and the Finance Committee, to prepare an annual budget in timely fashion, and to prudently manage the finances of the organization within the constraints of the budget;
e) To collect, compile, and maintain all records of The Association, and to prepare an annual financial report for dissemination to the membership, which, among other things, indicates significant Association activities ;
fl To take a leadership role in understanding and serving the constituencies of The Association, and assist in the long-range planning for The Association;
g) To perform such other duties as are common to this position or as properly charged by the Board, or, in an emergency, as he/she deems to be in the best interests of The Association.
ARTICLE IX COMMITTEES
IX.1 . COMMITTEES
The standing committees of the Board shall be the Ethical Standards and Practices, the Finance, and the Nominating committees, and any other such standing committees as determined by the Board which are required to conduct the purposes and goals of The Association . The Board may create subcommittees to each standing committee as it deems necessary. Ad hoc committees may be established by the President with the approval of the Board .
1X .2 . APPOINTMENT TO COMMITTEES
The chair and members of each committee and subcommittee, unless otherwise specified in these Bylaws or Board policies, shall be appointed by and serve at the pleasure of the President . Each committee chair shall be accountable to the Board as a whole and each subcommittee chair shall be accountable to his/her respective committee chair.
1X .3 . BUDGET RESPONSIBILITIES
Annually, and in a timely fashion, each chair, in conjunction with the Executive Director, shall submit a budget request to the Treasurer covering the proposed activities of that committee or subcommittee for the ensuing fiscal year .
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Bylaws of The International Dyslexia Association (Approved by the Membership - 1998, Amended by the Delegate Assembly - 2002 and 2003)
IX.4 . LIMITATIONS ON EXPENSES
No chair or member of a committee or subcommittee shall, beyond the limits of the approved budget, expend or commit money without prior approval of the Board .
1X.5 . THE ETHICAL STANDARDS AND PRACTICES COMMITTEE
This committee shall consist of the Chair of the Branch Development & Relations Subcommittee, the Chair of the Branch Council, and not less than three other members elected by the Board for terms of three years . When it convenes, the committee shall elect its chair from among its members .
In accordance with policies and guidelines established by the Board, the committee shall review claims of action or inaction detrimental to The Association by any member, director, or branch of The Association . Any member of this committee shall disqualify himself/herself from considering any matter in which he/she may have a conflict of interest .
1X.6 . THE FINANCE COMMITTEE
This Committee shall consist of the Treasurer as chair, and at least five members. It shall :
a) Annually review the budget of The Association ;
b) Establish and monitor investment and financial policies ; and
c) Make recommendations to the Board regarding the aforementioned .
1X .7 . THE NOMINATING COMMITTEE
a) Composition of the Committee:
There shall be nine members of The Association in total on the Nominating Committee.
1) The Delegate Assembly shall elect six members, two each year . Two members of the committee shall be elected annually for three-year terms or until a successor is elected from an alternating two out of six geographic regions. Said regions shall be determined by majority vote of the Board. The following schedule shall govern elections and terms of office :
i) In 1998 and every three years thereafter, the Delegate Assembly shall elect one member each from Regions 1 and 3 to the Nominating Committee ;
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ii) In 1999 and every three years thereafter, the Delegate Assembly shall elect one member from Regions 2 and 5 to the Nominating Committee;
iii) In 1998, the Delegate Assembly shall elect one member from Region 4 to the Nominating Committee for a two-year term . Beginning in the year 2000 and every three years thereafter, the Delegate Assembly shall elect one member from Region 4 to the Nominating Committee;
iv) In 1997, the Delegate Assembly shall elect one member from Region 6 to the Nominating Committee for a two-year term . That term shall be extended for one additional year . Beginning in 2000 and every three years thereafter, the Delegate Assembly shall elect one member from Region 6 to the Nominating Committee.
2) The President shall nominate and the Board shall elect three members to the Nominating Committee, one each year for a three year term or until a successor is elected .
i) In 1999, the Board shall elect one member to the Nominating Committee for a 2-year term . In 2001, and every third year thereafter, the Board shall elect one member to the Nominating Committee.
ii) In 1999, and every three years thereafter, the Board shall elect one member to the Nominating Committee.
iii) In 2000, and every three years thereafter, the Board shall elect one member to the Nominating Committee.
3) Annually, the President shall appoint for a one-year term, the Chair of the Nominating Committee from among the current members of that committee who have served at least one year on the Nominating Committee . The chair may be re-appointed until the end of his/her term .
4) Each member of the Nominating Committee is limited to one three-year term .
5) Each year the presidents of two of the six geographical regions shall meet to select at least two candidates from their respective regions for the Nominating Committee. Not less than 120 days prior to the meeting of the Delegate Assembly, the Secretary of The Association shall receive the slate of Nominating Committee candidates . Said candidates must be members of The Association.
6) No employee of The Association or one of its branches shall serve on the Nominating Committee.
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7) In the event of resignation, death or removal of any member of the Nominating Committee, that individual shall be promptly replaced by the Board from within the membership of the region vacated. Said individuals will serve the remainder of the vacated term and will be ineligible for re-election .
b) Duties of the Committee
The Committee shall :
1) Not less than 120 days prior to the meeting of the Delegate Assembly, have submitted to the Secretary of The Association a slate of candidates who are members of The Association, for all vacancies of Officers and Directors-at-Large that the Delegate Assembly is authorized to fill at that time ;
2) Accept and place on the slate, nominations by petition of all eligible candidates for a particular vacancy. The Nominating Committee must include in the slate of candidates submitted to the Delegate Assembly those nominations as long as they are supported by at least 75 members of The Association, 20 of whom must be from at least two other branches than the branch of the sponsoring member. Each petition must include the signature, typed or legibly written name, address, and branch affiliation of each supporter of the petition .
Attached to said petition shall be all information about the candidate as may be required by the Nominating Committee.
The Secretary of The Association shall cause to be verified that the petition has met all requirements as stated in these Bylaws. Said petitions must be received by The Association's international office not less than 240 days prior to the meeting of the Delegate Assembly. Thus, the two methods by which nominations will be accepted shall be :
i) nominations by the Nominating Committee, and ii) nominations by valid petition submitted to the Nominating Committee;
3) Encourage all members of The Association to suggest candidates ; and
4) Serve as a resource for the President for filling vacancies occurring between elections and for suggesting appropriate committee names when requested .
c) Duties of the Committee Chair
The Committee Chair shall :
Members Vote 775-1024 5 1025-1299 6 1300-1599 7 1600+ 8
Members Vote 35-174 1
175-349 2 350-549 3 550-774 4
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1) Keep current a roster of past and present Board and committee members as well as other members of The Association who might be considered as possible future candidates ;
2) With the committee, prepare a slate of candidates to the Board of Directors to be elected by the Delegate Assembly ; and
3) Provide information about the nominated candidates to the Secretary not less than 120 days prior to the meeting of the Delegate Assembly, who shall cause said information to be forwarded to the Branch Presidents not less than 90 days prior to the meeting of the Delegate Assembly .
ARTICLE X DELEGATE ASSEMBLY
X.1 . The membership shall be represented through the meeting of a Delegate Assembly, which shall meet at least once a year .
X.2 . The members of the Delegate Assembly shall consist of The Association's President, Secretary, Executive Director, and validated delegates . A validated delegate is a current member of a recognized branch or chartered branch which he/she represents, has been certified as a delegate by that Branch's Board of Directors in writing to The Association's Secretary, and has registered in person with The Association's Secretary, or designee, at the Delegate Assembly meeting . The voting members of the Delegate Assembly are the Association's President and validated delegates . Such validated delegates shall not be members of the Board of The Association or its Nominating Committee.
X.3 . The President of The Association shall possess one vote . The number of votes allocated to a branch shall be based on the membership of the branch on file at The Association's international office not less than 120 days prior to the Delegate Assembly meeting. Each recognized branch and chartered branch, that is in compliance with current requirements as defined by these Bylaws and the Board, shall be allocated votes according to the following schedule:
X.4 . The branches shall file a list of their authorized delegates, one or more, up to the number of votes to be cast, in writing, with The Association's Secretary, which
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must be received not less than 30 days prior to the Delegate Assembly meeting . Delegates are permitted to cast the total votes allocated to their respective branch. Branches may not allocate their proxy to any other branch.
X.5 . A branch may certify to the Secretary of The Association that due to extraordinary circumstances, it will not be able to send a representative to the Delegate Assembly meeting . In such case, a branch may cast its votes only for the election of members to the Board and the Nominating Committee by certified mail, to be received not less than ten calendar days prior to the Delegate Assembly meeting . In the event of an emergency, ballots may be received by the Secretary of The Association, not less than 24 hours prior to the start of the Delegate Assembly meeting. The Secretary of The Association shall record such votes into the record .
X.6 . The Delegate Assembly is empowered to :
a) Adopt Bylaws and amendments as proposed by the Board ;
b) Elect, by majority vote, the members of The Association's Board and Nominating Committee;
c) Vote on membership dues as proposed by the Board ;
d) Receive The Association President's and Executive Director's annual reports, and reports of standing committees ; and
e) Act on other items that may appear on the meeting agenda .
X.7 . Assembly Meetings
a) The Delegate Assembly shall meet during The Association's conference or when otherwise authorized .
b) The President of The Association shall preside over the Delegate Assembly.
c) A quorum is constituted by a majority of the total allocated votes.
d) Items for the agenda must be submitted by the Board of a chartered branch or recognized branch of The Association and received by The Association's international office not less than 120 days prior to the meeting of the Delegate Assembly . The finalized agenda shall be mailed to the president of each recognized branch and chartered branch not less than 90 days prior to the meeting of the Delegate Assembly .
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e) Only The Association's President and validated delegates may participate in making, supporting, and voting on motions or items that are before the Delegate Assembly .
fl Members and invited guests may attend as observers only .
g) A special meeting of the Delegate Assembly may be authorized by the Board, either on the recommendation of the President, or upon petition signed by Presidents of two-thirds of recognized and chartered branches .
h) A certified parliamentarian shall be designated by the President of The Association and shall be present at all meetings of the Delegate Assembly to advise on parliamentary procedures .
ARTICLE XI BRANCHES
X1 .1 . The establishment, orderly growth, and sustained effectiveness of branches shall be encouraged by members and the Board as a vital means of fulfilling the purposes of The Association.
X1 .2 . A recognized branch and chartered branch of The Association is a group of not less than 35 members of The Association in a given geographical area that is recognized and formed to advance the purposes of The Association . The procedures and requirements for creating a branch-in-formation or maintaining recognized or chartered branch status in The Association shall be determined by the Board, and shall be found within The Association's manual of policies and procedures .
X1 .3 . The obligations of The Association with respect to each branch shall include, but are not limited to :
a) Respecting, in all ways, the territory for which the branch is recognized ;
b) Forwarding promptly to the branch, the appropriate share of dues paid to The Association by members of such branch; and
c) Sending to the President or presiding officer of the branch, promptly, all information and documents as required by The Association's policy .
X1 .4 . The determination of the continued recognition and association of a branch within The Association is solely within the purview of The Association's Board.
Any change of said status shall require the affirmative votes of seventeen members of the Board .
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X1 .5 . A branch may voluntarily relinquish its status within The Association, all rights within The Association, and all rights pertaining thereto . To do so, all members of the branch must be notified by The Association's international office of the proposed action . In the event that at least 75% of the members of that branch so vote, that branch shall then be disassociated .
X1 .6 . If a branch is disassociated by a vote of its members or a vote of The Association's Directors, that branch shall immediately cease using in any way, any name, likeness, logo or logotype of The Association, or inferring a relationship to The Association. Further, that branch may not engage in any activity whatsoever that continues to infer a relationship to The Association ; including, but not limited to, publicizing or otherwise communicating the past relationship of the branch to The Association .
X1 .7 . The Secretary shall cause to be promptly notified, each member of a branch that has been disassociated. Said members shall have the option of affiliation with any other branch, or to continue as a member at large.
ARTICLE XII BRANCH COUNCIL
X11 .1 . There shall be a Branch Council, which shall function as an advisory body to The Association's Board. Said council shall consist of one voting representative from each recognized branch and chartered branch of The Association, and the elected officers of that council .
Xll .2 . Such voting representatives from each branch shall be either the President, chief elected officer, or designee from the Board of Directors of the branch . In the event that a designee represents a branch, the branch's Board of Directors shall provide written authorization of said status to the Branch Council Chair through The Association's international office . The voting representative of any branch shall not be employed by that Branch.
X11 .3 . The Branch Council shall:
a) Serve as a clearinghouse among branches on all affairs of mutual interest ;
b) Provide leadership, guidance and assistance in branch concerns ;
c) Offer observations, suggestions, and advice to the Board of The Association;
d) Respond to requests received from The Board of The Association ;
e) Establish guidelines to govern its own activities, which shall at least provide for the election of a Chair of the Branch Council; and
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Take such other action as the Board of The Association deems appropriate for fulfilling the purposes of The Association.
X11 .4 . The Chair of the Branch Council, during his/her term of office, shall be an ex-officio member of The Association's Board as the recognized representative of the Branch Council, the Executive Committee, the Branch Development and Relations Subcommittee, and the Ethical Standards and Practices Committee.
XIII AMENDMENTS
X111 .1 . These Bylaws may be amended or repealed by the following methods:
a) The proposed amendment may be submitted by any member, in writing, to the Board . If the proposed amendment receives affirmative votes of 15 members of the Board, it shall be placed on the agenda of the Delegate Assembly in accordance with these Bylaws. A two-thirds approval of the votes cast at the Delegate Assembly shall carry the proposed amendment;
b) The proposed amendment may originate with the Board, in which case the same procedure shall be followed .
ARTICLE XIV PARLIAMENTARY AUTHORITY
XIV.1 . The rules contained in the most current edition of Robert's Rules of Order Newly Revised shall govern .
XIV.2 . A certified parliamentarian may be designated by the President of The Association to advise upon the propriety of procedure during meetings of The Association's Board. The Branch Council Chair may designate a certified parliamentarian to advise upon the propriety of procedure during meetings of the Branch Council .
