ASSOCIATION OF BOARDING SCHOOLS: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF BOARDING SCHOOLS (EIN 52-2206491)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-18
- IRS object ID
- 202341089349300234
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-18T09:12:37-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521446779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4242 SIX FORKS RD STE 1500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522206491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION OF BOARDING SCHOOLS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 8282585354 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH PACK SQUARE 301 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT FUHRMAN | PersonNm |
| Person Title | VP, FINANCE & OPERATIONS | PersonTitleTxt |
| Phone | 8282585354 | PhoneNum |
| Signature | 2023-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRETT | PersonFirstNm |
| Person Last | FUHRMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J CALVIN MARKS | PreparerPersonNm |
| PTIN | P01226973 | PTIN |
| Phone | 9197196400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRETT FUHRMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH PACK SQUARE 301 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,457,681 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BOARDINGSCHOOLS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTING AWARENESS OF BOARDING SCHOOLS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $195,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $396,603 | PYContributionsGrantsAmt |
| CY Contributions Grants | $541,111 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,927,789 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,558,872 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,783 | PYInvestmentIncomeAmt |
| CY Investment Income | -$695 | CYInvestmentIncomeAmt |
| PY Other Revenue | $188,085 | PYOtherRevenueAmt |
| CY Other Revenue | $205,869 | CYOtherRevenueAmt |
| PY Total Revenue | $3,515,260 | PYTotalRevenueAmt |
| CY Total Revenue | $3,305,157 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,019,704 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,793,946 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,214,897 | PYOtherExpensesAmt |
| CY Other Expenses | $1,163,739 | CYOtherExpensesAmt |
| PY Total Expenses | $3,234,601 | PYTotalExpensesAmt |
| CY Total Expenses | $2,960,285 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $280,659 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $344,872 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,562,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,223,734 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $946,051 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,387,048 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $616,097 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $836,686 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE AWARENESS AND UNDERSTANDING OF BOARDING SCHOOLS, EXPAND THE APPLICANT POOL FOR MEMBER INSTITUTIONS, AND OFFER TRAINING, RESEARCH, GUIDANCE, AND SUPPORT ON ALL ISSUES PERTAINING TO THE RESIDENTIAL SCHOOL EXPERIENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $690,269 | ExpenseAmt |
| Grant | $2,600 | GrantAmt |
| Revenue | $1,595,916 | RevenueAmt |
| Desc | THE ASSOCIATION OF BOARDING SCHOOLS ("TABS") PROVIDED A VARIETY OF MARKETING SUPPORT FOR MEMBER SCHOOLS IN ITS EFFORTS TO REACH FAMILIES CONSIDERING BOARDING SCHOOLS. TO THIS END, THE ORGANIZATION MAINTAINS A WEBSITE, BOARDINGSCHOOLS.COM, WHICH IS THE ESSENTIAL ONLINE RESOURCE FOR INFORMATION ABOUT BOARDING SCHOOLS AND BOARDING SCHOOL LIFE, WITH EXCLUSIVE VIDEO CONTENT, NARRATIVE INSIGHTS ON BOARDING SCHOOLS AND WHAT TO EXPECT, AND GUIDANCE ON SCHOOL SELECTION AND THE APPLICATION PROCESS FOR BOTH PARENTS AND STUDENTS. THE WEBSITE ALSO FEATURES A SCHOOL BROWSER THAT ALLOWS VISITORS TO CONDUCT CUSTOM SEARCHES OF BOARDING SCHOOLS BY GEOGRAPHIC DISTANCE, LEAST TO MOST POPULOUS, GENDER RATIO, AND OLDEST TO NEWEST. AN ADDITIONAL GUIDED SEARCH FEATURE ALLOWS USERS TO TARGET MORE CRITERIA SUCH AS COURSES, ARTS, AND ATHLETIC INTERESTS, AND AN ONLINE LIBRARY FEATURES A VARIETY OF RELEVANT RESEARCH AND TIMELY NEWS RELATED TO TABS AND THE BOARDING SCHOOL COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $399,211 | ExpenseAmt |
| Revenue | $121,695 | RevenueAmt |
| Desc | THE ORGANIZATION HOSTS A 3-DAY GLOBAL SYMPOSIUM FOCUSING ON THE INTERNATIONALIZATION OF CURRICULUM AND THE BOARDING COMMUNITY. OTHER WORKSHOPS INCLUDE THE 3-DAY "SCHOOL IN THE BALANCE - RISK MANAGEMENT" FOR BOARDING SCHOOL ADMINISTRATORS, A 3-DAY "THIS IS THE LIFE" BOOT CAMP TO HELP ORIENT BOARDING SCHOOL FACULTY, ADMINISTRATORS, AND STAFF TO THE BOARDING SCHOOL WORKPLACE AND ENVIRONMENT, A 3-DAY "NEW TEACHER ACADEMY", A PRACTICAL HANDS-ON ACADEMY DESIGNED FOR NEW TEACHERS AND THOSE NEW TO BOARDING, TWO COMPREHENSIVE 3-DAY RESIDENTIAL LIFE WORKSHOPS (SUMMER AND WINTER), AND A 3-DAY ADMISSION ACADEMY FOR THOSE NEW TO THE ADMISSION DEPARTMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $372,830 | ExpenseAmt |
| Revenue | $304,549 | RevenueAmt |
| Desc | THE ANNUAL CONFERENCE CONTINUES TO BE THE SINGULAR EDUCATION EVENT FOCUSING EXCLUSIVELY ON THE NEEDS OF BOARDING SCHOOLS ADMINISTRATORS, ADDRESSING LEADERSHIP, ENROLLMENT MANAGEMENT, RESIDENTIAL LIFE PROGRAMMING AND SUPERVISION, ACADEMIC ADMINISTRATION, AND OTHER SELECTED AREAS. THE CONFERENCE OFFERED AN ENVIRONMENT TO LEARN BEST PRACTICES IN FORMAL SETIINGS THROUGH WORKSHOPS, CONCURRENT SESSIONS, AND NATIONALLY RENOWNED KEYNOTE SPEAKERS, AND INFORMALLY THROUGH RECEPTIONS, LUNCHEONS, AND BREAKS, ADDRESSING ISSUES AFFECTING BOARDING SCHOOLS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $302,013 | ExpenseAmt |
| Revenue | $42,850 | RevenueAmt |
| Desc | INTERNATIONAL PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $302,013 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $42,850 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,764,323 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERONICA EDWARDS | PersonNm |
| Phone | 8282585354 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH PACK SQUARE STE 301 | AddressLine1Txt |
| City | ASHVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PETER UPHAM | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 3.00 | Yes (X) | Yes (X) | $277,165 | $0 | $39,325 | |
| BRETT FUHRMAN | ||||||||
| VP, FINANCE & OPERATIONS (FROM 8/2020) | 40.00 | Yes (X) | $175,059 | $0 | $34,279 | |||
| EMILY BREITE | ||||||||
| SR. VP, MEMBER LEARNING & ENGAGEMENT | 40.00 | $167,650 | $0 | $32,259 | Yes (X) | |||
| ANNE LUNDAHL | ||||||||
| VP OF BRAND COMMUNICATIONS | 40.00 | $139,775 | $0 | $28,702 | Yes (X) | |||
| SHEILA MITCHELL | ||||||||
| VP OF MARKET GROWTH/DEPUTY MANAGING DIRECTORY OF N | 40.00 | $135,415 | $0 | $20,767 | Yes (X) | |||
| DANIEL GENTLE | ||||||||
| DIRECTOR OF MEMBER RELATIONS & ASSOCIATION ADVANCE | 40.00 | $108,560 | $0 | $31,041 | Yes (X) | |||
| MICHAEL SHAVER | ||||||||
| DIRECTOR OF INTERNATIONAL RECRUITMENT & PROGRAMS | 40.00 | $120,815 | $0 | $18,421 | Yes (X) | |||
| BEN WILLIAMS | ||||||||
| CHAIR | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE BUCK | ||||||||
| VICE-CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER SEELEY | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HEIDI VANDERBILT-BROWN | ||||||||
| TREASURER | 3.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER BECKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BERGIN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET BRADLEY | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG BUCKLES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX CURTIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE FAULSTICH | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JILL HUTCHINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA JORDAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF LEAHY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERBY MITCHELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| INNES VAN NOSTRAND | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIKA PRAHL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE SAMPLETON | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY SGRO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JODY REILLY SOJA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,124,439 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $204,794 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARRIOTT INTERNATIONAL | |||||
| PO BOX 402642 | ATLANTA | GA | 30384 | CONFERENCE SERVICES | $182,726 |
| ST JOHN & PARTNERS ADVERTISING AND PUBL | |||||
| 1301 RIVERPLACE BLVD SUITE 200 | JACKSONVILLE | FL | 32207 | ADVERTISING | $169,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $541,111 | GovernmentGrantsAmt |
| Total Contributions | $541,111 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| DUES & REGISTRATIONS | 900099 | $1,595,916 | $1,595,916 | |
| CONFERENCE REGISTRATIO | 900099 | $798,411 | $304,549 | $493,862 |
| WORKSHOPS & SEMINARS | 900099 | $121,695 | $121,695 | |
| INTERNATIONAL TRAVEL | 900099 | $42,850 | $42,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,558,872 | TotalProgramServiceRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $151,829 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $152,524 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$695 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$695 | TotalRevenueColumnAmt |
| Exclusion | -$695 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $195,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $195,000 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,869 | TotalRevenueColumnAmt |
| Exclusion | $10,869 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $205,869 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,305,157 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,065,010 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $195,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $504,036 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,600 | TotalAmt |
| Program Services | $2,600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,254 | TotalAmt |
| Program Services | $370,473 | ProgramServicesAmt |
| Management And General | $208,781 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937,780 | TotalAmt |
| Program Services | $615,246 | ProgramServicesAmt |
| Management And General | $322,534 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,467 | TotalAmt |
| Program Services | $28,747 | ProgramServicesAmt |
| Management And General | $22,720 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,859 | TotalAmt |
| Program Services | $73,651 | ProgramServicesAmt |
| Management And General | $58,208 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,586 | TotalAmt |
| Program Services | $64,493 | ProgramServicesAmt |
| Management And General | $29,093 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,793 | TotalAmt |
| Program Services | $575 | ProgramServicesAmt |
| Management And General | $21,218 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,882 | TotalAmt |
| Program Services | $894 | ProgramServicesAmt |
| Management And General | $32,988 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,052 | TotalAmt |
| Program Services | $276,827 | ProgramServicesAmt |
| Management And General | $55,225 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,726 | TotalAmt |
| Program Services | $169,846 | ProgramServicesAmt |
| Management And General | $17,880 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,642 | TotalAmt |
| Program Services | $14,526 | ProgramServicesAmt |
| Management And General | $51,116 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,632 | TotalAmt |
| Program Services | $52,717 | ProgramServicesAmt |
| Management And General | $89,915 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,241 | TotalAmt |
| Program Services | $9,802 | ProgramServicesAmt |
| Management And General | $40,439 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,666 | TotalAmt |
| Program Services | $25,491 | ProgramServicesAmt |
| Management And General | $31,175 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,025 | TotalAmt |
| Program Services | $5,964 | ProgramServicesAmt |
| Management And General | $141,061 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,300 | TotalAmt |
| Program Services | $2,338 | ProgramServicesAmt |
| Management And General | $35,962 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,533 | TotalAmt |
| Program Services | $2,499 | ProgramServicesAmt |
| Management And General | $13,034 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HONORARIUM | $44,800 | $44,800 | |
| DUES & SUBSCRIPTIONS | $12,283 | $890 | $11,393 |
| PROTOCOL | $1,385 | $1,385 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,779 | TotalAmt |
| Program Services | $559 | ProgramServicesAmt |
| Management And General | $13,220 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,960,285 | TotalAmt |
| Program Services | $1,764,323 | ProgramServicesAmt |
| Management And General | $1,195,962 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647,142 | BOYAmt |
| EOY | $1,597,602 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,946 | BOYAmt |
| EOY | $1,989 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,617 | BOYAmt |
| EOY | $90,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $103,393 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,373 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,641 | BOYAmt |
| EOY | $6,020 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,828 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $619,827 | BOYAmt |
| EOY | $495,543 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,842 | BOYAmt |
| EOY | $27,563 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,202 | BOYAmt |
| EOY | $4,202 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,562,148 | BOYAmt |
| EOY | $2,223,734 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,620 | BOYAmt |
| EOY | $60,714 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,828 | BOYAmt |
| EOY | $1,326,334 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $379,603 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $946,051 | BOYAmt |
| EOY | $1,387,048 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,097 | BOYAmt |
| EOY | $836,686 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,097 | BOYAmt |
| EOY | $836,686 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,562,148 | BOYAmt |
| EOY | $2,223,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $344,872 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$124,283 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $396,603 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $541,111 | CurrentTaxYearAmt |
| Total | $949,814 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,024,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,116,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,545,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,585,224 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,065,010 | CurrentTaxYearAmt |
| Total | $19,337,295 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $396,591 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $346,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $541,482 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $342,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $493,862 | CurrentTaxYearAmt |
| Total | $2,121,187 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,421,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,475,068 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,087,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,324,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,099,983 | CurrentTaxYearAmt |
| Total | $22,408,296 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $12,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $17,000 | CurrentTaxYearMinus1YearAmt |
| Total | $29,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,887 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,887 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $17,000 | CurrentTaxYearMinus1YearAmt |
| Total | $30,887 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $22,377,409 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,160 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,098 | CurrentTaxYearMinus2YearsAmt |
| Total | $129,804 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,160 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,098 | CurrentTaxYearMinus2YearsAmt |
| Total | $129,804 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $86,032 | CurrentTaxYearMinus1YearAmt |
| Total | $86,032 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,944 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,869 | CurrentTaxYearAmt |
| Total | $59,018 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,514,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,527,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,111,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,418,447 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,110,852 | CurrentTaxYearAmt |
| Total | $22,683,150 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98650 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98520 | PublicSupportPY509Pct |
| Investment Income CY | 0.00570 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00780 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,260 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,260 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,133 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,113 | DepreciationAmt |
| Book Value | $6,020 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,020 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN TABS INSURANCE, INC. | Desc |
| Book Value | $495,543 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $495,543 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION BELIEVES THAT ITS FEDERAL INCOME TAX FILING POSITIONS AND DEDUCTIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE TO ITS FINANCIAL POSITION. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 6 | PROGRAM SERVICVES | VIRTUAL TOURS TO PROMOTE AWARENESS AND UNDERSTANDING OF BOARDING SCHOOLS AND EXPAND THE APPLICANT POOL FOR MEMBER INSTITUITIONS. | $82,000 |
| NORTH AMERICA | 0 | 1 | PROGRAM SERVICES | VIRTUAL TOURS TO PROMOTE AWARENESS AND UNDERSTANDING OF BOARDING SCHOOLS AND EXPAND THE APPLICANT POOL FOR MEMBER INSTITUITIONS. | $40,000 |
| SOUTH ASIA | 0 | 1 | PROGRAM SERVICES | REMOTE EMPLOYEE LOCATION TO PROMOTE AWARENESS AND UNDERSTANDING OF BOARDING SCHOOLS AND EXPAND THE APPLICANT POOL FOR MEMBER INSTITUITIONS. | $183,000 |
| SUB-SAHARAN AFRICA | 0 | 1 | PROGRAM SERVICES | ADVERTISING & MARKETING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 9 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Subtotal Spent | $310,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $310,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER UPHAM | ||||||||||||||
| EXECUTIVE DIRECTOR | $277,165 | $0 | $0 | $0 | $0 | $0 | $13,024 | $0 | $26,301 | $0 | $316,490 | $0 | $0 | $0 |
| BRETT FUHRMAN | ||||||||||||||
| VP, FINANCE & OPERATIONS (FROM 8/202 | $170,934 | $0 | $4,125 | $0 | $0 | $0 | $8,128 | $0 | $26,151 | $0 | $209,338 | $0 | $0 | $0 |
| EMILY BREITE | ||||||||||||||
| SR. VP, MEMBER LEARNING & ENGAGEMENT | $166,850 | $0 | $800 | $0 | $0 | $0 | $7,514 | $0 | $24,745 | $0 | $199,909 | $0 | $0 | $0 |
| ANNE LUNDAHL | ||||||||||||||
| VP OF BRAND COMMUNICATIONS | $135,475 | $0 | $4,300 | $0 | $0 | $0 | $6,324 | $0 | $22,378 | $0 | $168,477 | $0 | $0 | $0 |
| SHEILA MITCHELL | ||||||||||||||
| VP OF MARKET GROWTH/DEPUTY MANAGING | $120,415 | $0 | $15,000 | $0 | $0 | $0 | $5,096 | $0 | $15,671 | $0 | $156,182 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS COMPILED IN DRAFT FORM AND SUBMITTED TO THE VICE PRESIDENT, FINANCE AND OPERATIONS FORINITIAL REVIEW AND COMMENT PERIOD. ONCE REVIEWED IT IS PROVIDED TO THE EXECUTIVE DIRECTOR FOR REVIEWAND COMMENT. ONCE IT IS APPROVED INTERNALLY, IT IS PROVIDED TO THE FULL BOARD OF DIRECTORS ANDSCHEDULED ON THE AGENDA OF THE AUDIT COMMITTEE FOR REVIEW, DISCUSSION AND APPROVAL. ONCE APPROVEDIN FINAL FORM BY THE AUDIT COMMITTEE IT IS SIGNED AND FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS AND DIRECTORS ARE REQUIRED TO COMPLETE AND SIGN A FORM INDICATING ANY POSSIBLE CONFLICTS OF INTEREST TO WHICH THEY ARE AWARE THE ORGANIZATION ANNUALLY MONITORS AND RE VIEWS ITS BUSINESS RELATIONSHIPS TO IDENTIFY POSSIBLE CONFLICTS OF INTEREST ON THE PART OF OFFICERS AND DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE SALARY OF THE EXECUTIVE DIRECTOR OF THE ORGANIZATION IS SET IN LIGHT OF COMPARABILITY DATA, ESTABLISHED THROUGH WRITTEN CONTRACT, AND APPROVED BY THE FULL BOARD IN EXECUTIVE SESSION. THE ONLY COMPENSATED OFFICER IS THE EXECUTIVE DIRECTOR. OTHER SENIOR MANAGERS WORK UNDER ANNUAL CONTRACTS AT THE PLEASURE OF THE EXECUTIVE DIRECTOR, TO WHICH THE EXECUTIVE DIRECTOR ESTABLISHES THEIR COMPENSATION ON THE BASIS OF THE PREVAILING MARKET AND INDIVDIUAL JOB PERFORMANCE. THE EXECUTIVE DIRECTOR'S COMPENSATION WAS LAST REVIEWED IN OCTOBER 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEME NTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATIONS ADMINISTRATIVE OFFICE OR BY MAIL, FAX, OR EMAIL REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TABS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH PACK SQUARE SUITE 301 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202619394 | EIN |
| Primary Activities | RENTAL REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION OF BOARDING SCHOOLS | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TABS INSURANCE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH PACK SQUARE SUITE 301 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814551728 | EIN |
| Primary Activities | CAPTIVE INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION OF BOARDING SCHOOLS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $2,217,658 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $495,543 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TABS INSURANCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $195,000 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |