2023-04-18T09:12:37-05:00 2022-06-30 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS RD STE 1500 RALEIGH NC 27609 990 2021-07-01 522206491 THE ASSOCIATION OF BOARDING SCHOOLS ASSO 8282585354 1 NORTH PACK SQUARE 301 ASHEVILLE NC 28801 BRETT FUHRMAN VP, FINANCE & OPERATIONS 8282585354 2023-04-17 1 BRETT FUHRMAN 999009999 J CALVIN MARKS P01226973 9197196400 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BRETT FUHRMAN 1 NORTH PACK SQUARE 301 ASHEVILLE NC 28801 3457681 0 X WWW.BOARDINGSCHOOLS.COM X 1999 VA PROMOTING AWARENESS OF BOARDING SCHOOLS. 20 19 13 70 195000 0 396603 541111 2927789 2558872 2783 -695 188085 205869 3515260 3305157 0 2600 0 0 2019704 1793946 0 0 0 1214897 1163739 3234601 2960285 280659 344872 1562148 2223734 946051 1387048 616097 836686 X 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. 0 0 690269 2600 1595916 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. 399211 121695 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. 372830 304549 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. 302013 42850 INTERNATIONAL PROGRAMS 302013 42850 1764323 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 23 0 1 13 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X VERONICA EDWARDS 8282585354 1 NORTH PACK SQUARE STE 301 ASHVILLE NC 28801 PETER UPHAM EXECUTIVE DIRECTOR 40.00 3.00 X X 277165 0 39325 BRETT FUHRMAN VP, FINANCE & OPERATIONS (FROM 8/2020) 40.00 X 175059 0 34279 EMILY BREITE SR. VP, MEMBER LEARNING & ENGAGEMENT 40.00 X 167650 0 32259 ANNE LUNDAHL VP OF BRAND COMMUNICATIONS 40.00 X 139775 0 28702 SHEILA MITCHELL VP OF MARKET GROWTH/DEPUTY MANAGING DIRECTORY OF N 40.00 X 135415 0 20767 DANIEL GENTLE DIRECTOR OF MEMBER RELATIONS & ASSOCIATION ADVANCE 40.00 X 108560 0 31041 MICHAEL SHAVER DIRECTOR OF INTERNATIONAL RECRUITMENT & PROGRAMS 40.00 X 120815 0 18421 BEN WILLIAMS CHAIR 6.00 X X 0 0 0 SUZANNE BUCK VICE-CHAIR 3.00 X X 0 0 0 CHRISTOPHER SEELEY SECRETARY 3.00 X X 0 0 0 HEIDI VANDERBILT-BROWN TREASURER 3.00 1.00 X X 0 0 0 PETER BECKER DIRECTOR 1.00 X 0 0 0 MICHAEL BERGIN DIRECTOR 3.00 X 0 0 0 MARGARET BRADLEY DIRECTOR 3.00 X 0 0 0 GREG BUCKLES DIRECTOR 1.00 X 0 0 0 ALEX CURTIS DIRECTOR 1.00 X 0 0 0 JULIE FAULSTICH DIRECTOR 3.00 X 0 0 0 JILL HUTCHINS DIRECTOR 1.00 X 0 0 0 PAMELA JORDAN DIRECTOR 1.00 X 0 0 0 JEFF LEAHY DIRECTOR 1.00 X 0 0 0 ERBY MITCHELL DIRECTOR 1.00 X 0 0 0 INNES VAN NOSTRAND DIRECTOR 1.00 X 0 0 0 ERIKA PRAHL DIRECTOR 1.00 X 0 0 0 LAWRENCE SAMPLETON DIRECTOR 3.00 X 0 0 0 ANTHONY SGRO DIRECTOR 1.00 X 0 0 0 JODY REILLY SOJA DIRECTOR 1.00 X 0 0 0 1124439 0 204794 7 0 1 0 MARRIOTT INTERNATIONAL PO BOX 402642 ATLANTA GA 30384 CONFERENCE SERVICES 182726 ST JOHN & PARTNERS ADVERTISING AND PUBL 1301 RIVERPLACE BLVD SUITE 200 JACKSONVILLE FL 32207 ADVERTISING 169395 2 541111 541111 DUES & REGISTRATIONS 900099 1595916 1595916 CONFERENCE REGISTRATIO 900099 798411 304549 493862 WORKSHOPS & SEMINARS 900099 121695 121695 INTERNATIONAL TRAVEL 900099 42850 42850 2558872 151829 152524 -695 -695 -695 MANAGEMENT FEES 900099 195000 195000 10869 10869 205869 3305157 2065010 195000 504036 2600 2600 579254 370473 208781 937780 615246 322534 51467 28747 22720 131859 73651 58208 93586 64493 29093 21793 575 21218 33882 894 32988 332052 276827 55225 187726 169846 17880 65642 14526 51116 142632 52717 89915 50241 9802 40439 56666 25491 31175 147025 5964 141061 38300 2338 35962 15533 2499 13034 HONORARIUM 44800 44800 DUES & SUBSCRIPTIONS 12283 890 11393 PROTOCOL 1385 1385 13779 559 13220 2960285 1764323 1195962 0 647142 1597602 103 90946 1989 72617 90815 103393 97373 13641 6020 52828 619827 495543 60842 27563 4202 4202 1562148 2223734 66620 60714 499828 1326334 379603 946051 1387048 X 616097 836686 616097 836686 1562148 2223734 344872 -124283 0 X 0 1 X 1 0 X 100 12000 396603 541111 949814 5024942 5116381 4545738 2585224 2065010 19337295 396591 346687 541482 342565 493862 2121187 5421633 5475068 5087220 3324392 3099983 22408296 12000 17000 29000 1887 1887 1887 12000 17000 30887 22377409 61160 50546 18098 129804 61160 50546 18098 129804 86032 86032 31944 2107 6075 8023 10869 59018 5514737 5527721 5111393 3418447 3110852 22683150 0.98650 0.98520 0.00570 0.00780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5260 5260 0 98133 92113 6020 6020 INVESTMENT IN TABS INSURANCE, INC. 495543 F 495543 X PART X, LINE 2: 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. 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. 82000 NORTH AMERICA 0 1 PROGRAM SERVICES VIRTUAL TOURS TO PROMOTE AWARENESS AND UNDERSTANDING OF BOARDING SCHOOLS AND EXPAND THE APPLICANT POOL FOR MEMBER INSTITUITIONS. 40000 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. 183000 SUB-SAHARAN AFRICA 0 1 PROGRAM SERVICES ADVERTISING & MARKETING 5000 0 9 0 0 0 9 310000 0 310000 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X 0 0 0 0 0 0 0 0 0 PETER UPHAM EXECUTIVE DIRECTOR 277165 0 0 0 0 0 13024 0 26301 0 316490 0 0 0 BRETT FUHRMAN VP, FINANCE & OPERATIONS (FROM 8/202 170934 0 4125 0 0 0 8128 0 26151 0 209338 0 0 0 EMILY BREITE SR. VP, MEMBER LEARNING & ENGAGEMENT 166850 0 800 0 0 0 7514 0 24745 0 199909 0 0 0 ANNE LUNDAHL VP OF BRAND COMMUNICATIONS 135475 0 4300 0 0 0 6324 0 22378 0 168477 0 0 0 SHEILA MITCHELL VP OF MARKET GROWTH/DEPUTY MANAGING 120415 0 15000 0 0 0 5096 0 15671 0 156182 0 0 0 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. TABS LLC 1 NORTH PACK SQUARE SUITE 301 ASHEVILLE NC 28801 202619394 RENTAL REAL ESTATE VA 0 0 THE ASSOCIATION OF BOARDING SCHOOLS TABS INSURANCE INC 1 NORTH PACK SQUARE SUITE 301 ASHEVILLE NC 28801 814551728 CAPTIVE INSURANCE NC THE ASSOCIATION OF BOARDING SCHOOLS C 2217658 495543 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 TABS INSURANCE INC L 195000 FAIR MARKET VALUE