TEXAS ASSOCIATION OF SCHOOL BOARDS INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: TEXAS ASSOCIATION OF SCHOOL BOARDS INC (EIN 74-2275519)
Tax period: 2020-09-01 to 2021-08-31
Filed: 2022-07-15
IRS object ID: 202211969349301751
Schema version: 2020v4.2
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-07-15T10:01:42-05:00	ReturnTs
Tax Period End	2021-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	910189318	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MOSS ADAMS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	14555 DALLAS PARKWAY STE 300	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75254	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	742275519	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TEXAS ASSOCIATION OF SCHOOL BOARDS INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TEXA	BusinessNameControlTxt
Phone	5124670222	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 400	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	787670400	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAN TROXELL PHD	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	5124670222	PhoneNum
Signature	2022-07-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DAN	PersonFirstNm
Person Last	TROXELL PHD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAMELA ALEXANDERSON	PreparerPersonNm
PTIN	P01218925	PTIN
Phone	9724582296	PhoneNum
Preparation	2022-07-14	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DAN TROXELL PHD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12007 RESEARCH BLVD	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78759	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$91,165,126	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.TASB.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1999	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	TASB'S MISSION IS TO PROMOTE EDUCATIONAL EXCELLENCE FOR TEXAS SCHOOL CHILDREN THROUGH ADVOCACY, VISIONARY LEADERSHIP, AND HIGH QUALITY SERVICES TO SCHOOL DISTRICTS. TASB'S WIDE ARRAY OF SERVICES LESSENS THE BURDENS OF GOVERNMENT FOR SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES LOCATED IN TEXAS AND OTHER STATES.	ActivityOrMissionDesc
Voting Members Governing Body	41	VotingMembersGoverningBodyCnt
Voting Members Independent	41	VotingMembersIndependentCnt
Total Employee	526	TotalEmployeeCnt
Total Volunteers	52	TotalVolunteersCnt
Total Gross UBI	$1,420,160	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$259,827	PYContributionsGrantsAmt
CY Contributions Grants	$170,506	CYContributionsGrantsAmt
PY Program Service Revenue	$70,764,160	PYProgramServiceRevenueAmt
CY Program Service Revenue	$70,366,850	CYProgramServiceRevenueAmt
PY Investment Income	$2,751,513	PYInvestmentIncomeAmt
CY Investment Income	$3,804,763	CYInvestmentIncomeAmt
PY Other Revenue	$4,501,870	PYOtherRevenueAmt
CY Other Revenue	$4,411,465	CYOtherRevenueAmt
PY Total Revenue	$78,277,370	PYTotalRevenueAmt
CY Total Revenue	$78,753,584	CYTotalRevenueAmt
PY Grants And Similar Paid	$58,500	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$65,500	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$52,091,765	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$54,407,929	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$19,681,004	PYOtherExpensesAmt
CY Other Expenses	$21,193,354	CYOtherExpensesAmt
PY Total Expenses	$71,831,269	PYTotalExpensesAmt
CY Total Expenses	$75,666,783	CYTotalExpensesAmt
PY Revenues Less Expenses	$6,446,101	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$3,086,801	CYRevenuesLessExpensesAmt
Total Assets BOY	$83,712,345	TotalAssetsBOYAmt
Total Assets EOY	$90,920,389	TotalAssetsEOYAmt
Total Liabilities BOY	$19,019,358	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$20,223,092	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$64,692,987	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$70,697,297	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TASB'S MISSION IS TO PROMOTE EDUCATIONAL EXCELLENCE FOR TEXAS SCHOOL CHILDREN THROUGH ADVOCACY, VISIONARY LEADERSHIP, AND HIGH QUALITY SERVICES TO SCHOOL DISTRICTS. TASB'S WIDE ARRAY OF SERVICES LESSENS THE BURDENS OF GOVERNMENT FOR SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES LOCATED IN TEXAS AND OTHER STATES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$26,099,654	ExpenseAmt
Revenue	$30,197,407	RevenueAmt
Desc	TASB RISK MANAGEMENT FUND - THROUGH A SERVICE AGREEMENT, TASB PROVIDES OVERALL MANAGEMENT AND PROGRAM ADMINISTRATION TO THE TASB RISK MANAGEMENT FUND (FUND), AN INTERGOVERNMENTAL RISK SHARING POOL FOR TEXAS SCHOOL DISTRICTS AND OTHER EDUCATIONAL-RELATED GOVERNMENTAL ENTITIES. THE FUND OFFERS WORKERS' COMPENSATION, UNEMPLOYMENT COMPENSATION, PROPERTY, SCHOOL LIABILITY, AUTO PHYSICAL DAMAGE, AND AUTO LIABILITY COVERAGE TO ITS MEMBERS. TASB'S PROGRAM ADMINISTRATION ACTIVITIES INCLUDE UNDERWRITING, MARKETING, CLAIMS ADMINISTRATION, LOSS PREVENTION, FINANCIAL MANAGEMENT AND OTHER MANAGEMENT AND OVERSIGHT SERVICES. THE COVERAGE PROVIDED BY THE FUND AND SERVICES PROVIDED BY TASB ON THE FUND'S BEHALF ARE DESIGNED TO REDUCE AND MINIMIZE THE RISK OF LOSS BY THE FUND'S MEMBERS THROUGH EFFECTIVE LOSS PREVENTION, CLAIMS ADMINISTRATION AND OTHER ACTIVITIES, THEREBY LESSENING THE BURDENS OF GOVERNMENT. THE FUND PROVIDED COVERAGE TO 1,039 MEMBERS DURING THE 2020-21 FISCAL YEAR.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$6,116,764	ExpenseAmt
Revenue	$4,337,015	RevenueAmt
Desc	TASB OFFERS SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES THE OPPORTUNITY TO PARTICIPATE IN A WIDE ARRAY OF PROGRAMS AND SERVICES THAT LESSEN THE BURDENS OF GOVERNMENT. BASIC MEMBER SERVICES TO BOARDS OF TEXAS SCHOOL DISTRICTS INCLUDE, BUT ARE NOT LIMITED TO, GOVERNMENTAL RELATIONS, REPRESENTING THE INTERESTS OF MEMBERS AT THE TEXAS LEGISLATURE; BOARD TRAINING CREDIT AND TRACKING; AND A SUBSCRIPTION TO TASB'S FLAGSHIP PUBLICATION, TEXAS LONE STAR. IN ADDITION, TASB PROVIDES LEGAL ADVICE AND SUPPORT TO MEMBERS. TASB ATTORNEYS ARE KNOWLEDGEABLE ABOUT PUBLIC SCHOOL ISSUES AND PROVIDE COUNSEL TO SCHOOL BOARD TRUSTEES AND THEIR ADMINISTRATORS AND ATTORNEYS DAILY. THROUGH TASB MEMBERSHIP, OTHER SERVICES AND PROGRAMS ARE AVAILABLE TO MEMBERS ON AN ADDITIONAL FEE BASIS. TASB SERVICES WERE MADE AVAILABLE TO 1,044 ACTIVE, 200 ASSOCIATE, AND 84 AFFILIATE MEMBERS DURING THE 2020-21 FISCAL YEAR.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$6,805,782	ExpenseAmt
Revenue	$10,352,808	RevenueAmt
Desc	COOPERATIVE PURCHASING - THROUGH A SERVICE AGREEMENT WITH THE LOCAL GOVERNMENT PURCHASING COOPERATIVE (PURCHASING COOPERATIVE), TASB PROVIDES ADMINISTRATIVE SERVICES RELATING TO COMPETITIVE PROCUREMENT FOR GOVERNMENTAL ENTITIES, SUCH AS SCHOOL DISTRICTS, COUNTIES, MUNICIPALITIES, AND SPECIAL DISTRICTS. THE PURCHASING COOPERATIVE SERVED ALMOST 1,700 GOVERNMENTAL ENTITIES THAT PURCHASED OVER $1.41 BILLION IN GOODS AND SERVICES DURING THE 2020-21 FISCAL YEAR. THROUGH A SERVICE AND LICENSE AGREEMENT AND A SALES AGREEMENT, TASB ALSO PROVIDES PROCUREMENT-RELATED ADMINISTRATIVE SERVICES AND SALES/MARKETING SUPPORT, RESPECTIVELY, TO THE NATIONAL PURCHASING COOPERATIVE (NATIONAL COOPERATIVE).TASB HAS ALSO MADE ONLINE COOPERATIVE PURCHASING AVAILABLE TO NON-PROFIT ORGANIZATIONS. REVENUE GENERATED FROM THESE NON-PROFITS HAS BEEN REPORTED AS UNRELATED BUSINESS INCOME ON THIS FORM 990, AND THE FORM 990-T HAS BEEN FILED AS REQUIRED. THESE THREE PURCHASING INSTRUMENTALITIES OPERATE AS, AND ARE KNOWN AS, BUYBOARD, A TASB-TRADEMARKED NAME.PROGRAM REVENUE ALSO INCLUDES ADMINISTRATIVE FEES EARNED THROUGH A SERVICE AGREEMENT BETWEEN TASB AND THE TASB ENERGY COOPERATIVE (ENERGY COOPERATIVE). THE ENERGY COOPERATIVE OFFERS ENERGY AGGREGATION SERVICES THAT SATISFY COMPETITIVE PROCUREMENT REQUIREMENTS FOR SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES AND ALLOWS THEM TO OBTAIN A COMPETITIVE RATE. THERE WERE 206 ENTITIES PARTICIPATING IN THE ELECTRICITY PROGRAM DURING FISCAL YEAR 2020-21, WITH 1.17 BILLION KILOWATT-HOURS OF ELECTRICITY PURCHASED. THE ENERGY COOPERATIVE ALSO OFFERS A TRANSPORTATION FUEL PROGRAM THAT PROVIDES FIXED-RATE PRICING FOR FUEL COMMODITIES, INCLUDING GASOLINE AND DIESEL, OVER PRE-SET PERIODS OF TIME, OR TERMS. THERE WERE 74 ENTITIES PARTICIPATING IN THE FUEL PROGRAM DURING FISCAL YEAR 2020-21, WITH OVER 9.8 MILLION GALLONS OF TRANSPORTATION FUEL DELIVERED.THE PURCHASING COOPERATIVE, NATIONAL COOPERATIVE, AND ENERGY COOPERATIVE ASSIST THEIR RESPECTIVE MEMBERS BY FACILITATING COMPLIANCE WITH GOVERNMENTAL PROCUREMENT REQUIREMENTS AND PROVIDING MEMBERS WITH ECONOMIES OF SCALE IN PURCHASING SERVICES AND PRODUCTS. AS A RESULT, SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES CAN OPERATE MORE EFFICIENTLY AND EFFECTIVELY, THEREBY LESSENING THE BURDENS OF GOVERNMENT.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$20,939,919	ExpenseAmt
Grant	$65,500	GrantAmt
Revenue	$23,251,152	RevenueAmt
Desc	I. BOARD DEVELOPMENT SERVICES IS COMMITTED TO ENHANCING THE EFFECTIVENESS OF TEXAS PUBLIC SCHOOL LEADERSHIP TEAMS THROUGH TRAINING, PUBLICATIONS, PLANNING AND CONSULTING, AND FACILITATION SERVICES CREATED SPECIFICALLY FOR SCHOOL BOARDS. TRAINING OPPORTUNITIES INCLUDE IN-DISTRICT TRAINING, TEAM BUILDING SESSIONS, LEADERSHIP TASB (INCLUDING SUBSIDIZED TRAINING FOR A LIMITED NUMBER OF PARTICIPANTS), TASB ISD AND THE ONLINE LEARNING CENTER. MAJOR CONFERENCES HELD INCLUDE THE ANNUAL CONVENTION, HOSTED JOINTLY WITH ANOTHER NON-PROFIT ASSOCIATION, AND SUMMER LEADERSHIP INSTITUTE. THESE SERVICES, PRODUCTS, AND TRAINING OPPORTUNITIES SUPPORT PUBLIC SCHOOLS AND RELATED ENTITIES, AND LESSEN THE BURDENS OF GOVERNMENT. DURING FISCAL YEAR 2020-21, BOARD DEVELOPMENT SERVICES PERFORMED 121 CONSULTING ENGAGEMENTS, SOLD OVER 600 PUBLICATIONS, HAD OVER 6,100 ONLINE TRAINING COURSES VIEWED, AND PROVIDED TRAINING TO OVER 3,800 CONFERENCE ATTENDEES. BOARD DEVELOPMENT SERVICES HAS ALSO MADE CONSULTING SERVICES AVAILABLE TO OTHER NON-PROFIT ORGANIZATIONS. REVENUE GENERATED FROM THESE ORGANIZATIONS HAS BEEN REPORTED AS UNRELATED BUSINESS INCOME ON THIS FORM 990, AND THE FORM 990-T HAS BEEN FILED AS REQUIRED. II. FIRST PUBLIC, LLC (FIRST PUBLIC) - DIRECTLY AND THROUGH A SERVICE AGREEMENT WITH LONE STAR INVESTMENT POOL, FIRST PUBLIC PROVIDES INVESTMENT SERVICES TO LOCAL GOVERNMENTS, SUCH AS SCHOOL DISTRICTS, CITIES, AND COUNTIES, AS WELL AS OTHER GOVERNMENTAL ENTITIES. FIRST PUBLIC ASSISTS THESE ENTITIES IN MANAGING AND OFFERING INVESTMENT PROGRAMS. THESE SERVICES HELP GOVERNMENTAL ENTITIES REDUCE THE TIME AND EXPENSE OF MANAGING THEIR INVESTMENTS, AND PROVIDE FOR INVESTMENT DIVERSIFICATION. THESE SERVICES ENABLE GOVERNMENTAL ENTITIES TO OPERATE MORE EFFICIENTLY AND EFFECTIVELY, THEREBY LESSENING THE BURDENS OF GOVERNMENT. DURING THE 2020-21 FISCAL YEAR, THERE WERE 652 PARTICIPATING LOCAL GOVERNMENTS IN THE LONE STAR INVESTMENT POOL. THROUGH A SERVICE AGREEMENT, FIRST PUBLIC ALSO PROVIDES OVERALL MANAGEMENT AND PROGRAM ADMINISTRATION TO THE TASB BENEFITS COOPERATIVE (BENEFITS COOPERATIVE). THE BENEFITS COOPERATIVE WAS CREATED IN AN EFFORT TO ASSIST TEXAS SCHOOL DISTRICTS WITH ATTRACTING AND RETAINING GOOD EMPLOYEES BY PROVIDING GROUP BENEFITS COVERAGE AND ADMINISTRATION TO DISTRICT EMPLOYEES AND THEIR FAMILY MEMBERS, THEREBY LESSENING THE BURDENS OF GOVERNMENT. FIRST PUBLIC'S PROGRAM ADMINISTRATION ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO, PROCUREMENT ASSISTANCE IN THE SELECTION OF PROVIDERS, MARKETING, PARTICIPANT ENROLLMENT, AND IMPLEMENTATION OF BENEFITS COOPERATIVE INITIATIVES. THERE WERE 31 PARTICIPATING TEXAS SCHOOL DISTRICTS IN THE BENEFITS COOPERATIVE DURING FISCAL YEAR 2020-21. (SEE PART IV LINE 33 STATEMENT IN SCHEDULE O.)III. FACILITY SERVICES PROVIDES ITS PARTICIPANTS WITH ASSISTANCE ON ENVIRONMENTAL REGULATORY COMPLIANCE ISSUES, ACCESS TO PROFESSIONAL TRAINING, AND ACCESS TO FEE-BASED SERVICES SUCH AS ASBESTOS SAMPLING, INTEGRATED PEST MANAGEMENT, INDOOR AIR QUALITY, ASBESTOS MANAGEMENT PLANNING, MAINTENANCE AND OPERATIONS STAFFING ANALYSIS, BOND ELECTION ASSISTANCE, AND FACILITY ASSESSMENTS. FROM APRIL 2019 THROUGH JANUARY 2021, FACILITY SERVICES HAD A SERVICE AGREEMENT WITH AN OUTSIDE PROVIDER THAT OFFERED AN EFFICIENT BUILDINGS PROGRAM SERVING PARTICIPANTS THROUGH ENERGY UPGRADES, ENERGY MANAGEMENT SOLUTIONS, AND FACILITY IMPROVEMENTS THAT INCREASED OPERATIONAL EFFICIENCY. THE SERVICE AGREEMENT ENDED JANUARY 31, 2021.FACILITY SERVICES ALSO OFFERS FACILITY PLANNING, DEMOGRAPHICS, A CONSTRUCTION PROGRAM MANAGEMENT SERVICE AND OTHER FACILITY CONSULTING SERVICES IN CONJUNCTION WITH OR SOLELY THROUGH AN OUTSIDE FIRM. IN ADDITION, AS PART OF THE TASB ENVIRONMENTAL SERVICES PROGRAM, FACILITY SERVICES OFFERS EXPANDED ENVIRONMENTAL SERVICES THROUGH AN OUTSIDE FIRM. THE SERVICES OFFERED BY THE OUTSIDE FIRMS ARE BOTH COMPLEMENTARY AND SUPPLEMENTARY TO THE SERVICES PROVIDED BY TASB FACILITY SERVICES.THESE SERVICES AND PROGRAMS ALLOW GOVERNMENTAL ENTITIES TO OPERATE MORE EFFICIENTLY AND EFFECTIVELY, THEREBY LESSENING THE BURDENS OF GOVERNMENT. DURING THE 2020-21 FISCAL YEAR, FACILITY SERVICES HAD 638 PARTICIPANTS AND PERFORMED 344 CONSULTING ENGAGEMENTS. APPLICABLE REVENUE EARNED FROM THE OUTSIDE FIRMS, AS WELL AS REVENUE EARNED BY MAKING FACILITY SERVICES SUBSCRIPTION AND CONTRACT SERVICES AVAILABLE TO OTHER NONPROFIT ORGANIZATIONS, HAS BEEN REPORTED AS UNRELATED BUSINESS INCOME ON THIS FORM 990, AND THE FORM 990-T HAS BEEN FILED AS REQUIRED. IV. HR SERVICES PARTICIPANTS HAVE ACCESS TO PUBLICATIONS, TRAINING, AND EXPERT CONSULTING SERVICES IN THE AREA OF HUMAN RESOURCE MANAGEMENT. SERVICES INCLUDE SALARY SURVEY REPORTS, IN-DISTRICT TRAINING, MODEL JOB DESCRIPTIONS, MODEL EMPLOYEE HANDBOOKS, AND A HUMAN RESOURCES LIBRARY. THESE SERVICES AND PRODUCTS SUPPORT PUBLIC SCHOOLS AND RELATED ENTITIES, AND LESSEN THE BURDENS OF GOVERNMENT. DURING THE 2020-21 FISCAL YEAR, HR SERVICES HAD 1,053 PARTICIPANTS, PERFORMED 233 CONSULTING ENGAGEMENTS, AND SOLD ALMOST 1,700 PUBLICATIONS. HR SERVICES HAS ALSO MADE SUBSCRIPTION AND CONSULTING SERVICES AVAILABLE TO OTHER NON-PROFIT ORGANIZATIONS. REVENUE GENERATED FROM THESE ORGANIZATIONS HAS BEEN REPORTED AS UNRELATED BUSINESS INCOME ON THIS FORM 990, AND THE FORM 990-T HAS BEEN FILED AS REQUIRED. V. POLICY SERVICE PROVIDES SUBSCRIBERS WITH SERVICES AND RESOURCES THAT HELP SCHOOL DISTRICT TRUSTEES AND SUPERINTENDENTS MASTER THEIR RESPECTIVE ROLES IN PROVIDING EXCELLENT LOCAL GOVERNANCE. SERVICES INCLUDE LEGAL REFERENCE POLICIES AND UPDATES, LOCALIZED POLICY MANUALS, POLICY REVIEW SESSIONS, AND ACCESS TO AN INTERNET-BASED TOOL FOR HOSTING DISTRICT POLICIES. THESE SERVICES SUPPORT PUBLIC SCHOOLS AND RELATED ENTITIES, AND LESSEN THE BURDENS OF GOVERNMENT. THERE WERE 1,054 SUBSCRIBERS TO POLICY SERVICE AND 75 CONSULTING JOBS CONDUCTED DURING FISCAL YEAR 2020-21.VI. SCHOOL SERVICE SOLUTIONS OFFERS A SPECIAL EDUCATION SOLUTIONS PROGRAM THAT HELPS TEXAS SCHOOL DISTRICTS SEEK REIMBURSEMENT FOR SERVICES ELIGIBLE UNDER THE SCHOOL HEALTH AND RELATED SERVICES PROGRAM. PARTICIPATING DISTRICTS HAVE THE ABILITY TO FILE MEDICAID CLAIMS ELECTRONICALLY, UTILIZING SMART (SITE-BASED MEDICAID ADMINISTRATION, REIMBURSEMENT AND TRACKING) TECHNOLOGY. ELECTRONIC FILING IS COST EFFECTIVE AND IS AN EFFICIENT WAY TO MAXIMIZE DISTRICT REIMBURSEMENTS WHILE MAINTAINING CONTROL OVER MEDICAID CLAIMS. DURING FISCAL YEAR 2020-21, THERE WERE 52 DISTRICT PARTICIPANTS THAT SUBMITTED APPROXIMATELY $171 MILLION IN MEDICAID CLAIMS. SCHOOL SERVICE SOLUTIONS ALSO OFFERS A STUDENT SOLUTIONS PROGRAM THAT IS DESIGNED TO HELP PARTICIPATING DISTRICTS STAY ON TOP OF BEST PRACTICES, MAINTAIN COMPLIANCE, AND PROVIDE THE SKILLS, PROGRAMS, AND ENVIRONMENT STUDENTS NEED IN ORDER TO THRIVE. DURING FISCAL YEAR 2020-21, THERE WERE 78 DISTRICTS PARTICIPATING. BOTH SCHOOL SERVICE SOLUTIONS PROGRAMS ALLOW PARTICIPANTING TEXAS SCHOOL DISTRICTS TO OPERATE MORE EFFECTIVELY AND EFFICIENTLY, THEREBY LESSENING THE BURDENS OF GOVERNMENT. VII. LEGAL SERVICES- IN ADDITION TO SUPPORTING MEMBERSHIP ACTIVITIES, LEGAL SERVICES OFFERS IN-SERVICE TRAINING, SEMINARS, AND PUBLICATIONS ON LEGAL TOPICS FOR EDUCATIONAL AND INFORMATIONAL PURPOSES. IN SUPPORT OF BASIC MEMBER SERVICES, LEGAL SERVICES RESPONDED TO OVER 4,000 LEGAL INQUIRIES FROM MEMBERS DURING THE FISCAL YEAR. THROUGH A COMMUNITY COLLEGE SERVICES PROGRAM, TASB PROVIDES LEGAL EXPERTISE AND COMPREHENSIVE POLICY DEVELOPMENT AND MAINTENANCE RESPONSIVE TO THE NEEDS OF TEXAS COMMUNITY COLLEGES THAT ARE MEMBERS OF TASB. SERVICES INCLUDE A LOCAL POLICY MAINTENANCE PROGRAM AND ACCESS TO AN INTERNET-BASED TOOL FOR HOSTING COMMUNITY COLLEGE POLICIES. UNDER A SERVICE AGREEMENT WITH THE TASB LEGAL ASSISTANCE FUND (LAF), A 501(C)(4) TAX-EXEMPT ENTITY, TASB PROVIDES ADMINISTRATIVE SERVICES TO LAF, PRIMARILY THROUGH THE LEGAL SERVICES DIVISION. LAF'S MISSION IS TO ASSIST PARTICIPATING TEXAS SCHOOL DISTRICTS BY ADVOCATING ON ISSUES OR CAUSES THAT GENERALLY AFFECT, OR WILL AFFECT, THE PUBLIC SCHOOLS OF THE STATE OF TEXAS. AS OF AUGUST 31, 2021, LAF HAD 752 MEMBERS. THESE SERVICES SUPPORT PUBLIC SCHOOLS AND RELATED ENTITIES, AND LESSEN THE BURDENS OF GOVERNMENT.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$20,939,919	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$65,500	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$23,251,152	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$59,962,119	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	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	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	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	0	ForeignOfficeInd
Foreign Activities	0	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	Yes (1)	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	0	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	103	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	526	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	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
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	41	GoverningBodyVotingMembersCnt
Independent Voting Member	41	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	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	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	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DAN TROXELL PHD EXECUTIVE DIRECTOR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5124670222	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12007 RESEARCH BLVD	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	787592439	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
JIM RICE
PRESIDENT	3.00	Yes (X)	Yes (X)	$0	$0	$0
THEODORE BEARD III
PRESIDENT ELECT	3.00	Yes (X)	Yes (X)	$0	$0	$0
DEBBIE GILLESPIE
FIRST VICE PRESIDENT	3.00	Yes (X)	Yes (X)	$0	$0	$0
BOB COVEY
SECOND VICE PRESIDENT	3.00	Yes (X)	Yes (X)	$0	$0	$0
ARMANDO RODRIGUEZ
SECRETARY-TREASURER	3.00	Yes (X)	Yes (X)	$0	$0	$0
LEE LENTZ-EDWARDS
IMMEDIATE PAST PRESIDENT	3.00	Yes (X)	Yes (X)	$0	$0	$0
MOISES ALFARO
DIRECTOR	1.00	Yes (X)		$0	$0	$0
KAY ALLEY
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JESUS AMAYA
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ROSE AVALOS
DIRECTOR	1.00	Yes (X)		$0	$0	$0
KAMLESH BHIKHA
DIRECTOR	1.00	Yes (X)		$0	$0	$0
STEVE BROWN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
KEVIN CARBO
DIRECTOR	1.00	Yes (X)		$0	$0	$0
DAWN CHAMPAGNE
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JUSTIN CHAPA
DIRECTOR	1.00	Yes (X)		$0	$0	$0
YOLANDA CUELLAR
DIRECTOR (THROUGH 11/4/20)	1.00	Yes (X)		$0	$0	$0
THOMAS DARDEN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JASON DOHNALIK
DIRECTOR	1.00	Yes (X)		$0	$0	$0
KAREN FREEMAN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
CORINNE FRENCH
DIRECTOR	1.00	Yes (X)		$0	$0	$0
DEMETRIO GARCIA
DIRECTOR	1.00	Yes (X)		$0	$0	$0
LINDA GOOCH
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MARY JANE HETRICK
DIRECTOR	1.00	Yes (X)		$0	$0	$0
TONY HOPKINS
DIRECTOR	1.00	Yes (X)		$0	$0	$0
SANDY HUGHEY
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MARK LUKERT
DIRECTOR	1.00	Yes (X)		$0	$0	$0
RAYMOND MEZA
DIRECTOR	1.00	Yes (X)		$0	$0	$0
DAN MICCICHE
DIRECTOR	1.00	Yes (X)		$0	$0	$0
VERNAGENE MOTT
DIRECTOR	1.00	Yes (X)		$0	$0	$0
NICHOLAS PHILLIPS
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JACINTO RAMOS
DIRECTOR	1.00	Yes (X)		$0	$0	$0
PAGE RANDER
DIRECTOR (THROUGH 5/1/2021)	1.00	Yes (X)		$0	$0	$0
TONY RAYMOND
DIRECTOR	1.00	Yes (X)		$0	$0	$0
GEORGAN REITMEIER
DIRECTOR	1.00	Yes (X)		$0	$0	$0
BECKY ST JOHN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
SYLVIA SANCHEZ GARZA
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ROLINDA SCHMIDT
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ANNE SUNG
DIRECTOR	1.00	Yes (X)		$0	$0	$0
CINDY SPANEL
DIRECTOR	1.00	Yes (X)		$0	$0	$0
YASMIN WAGNER
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MILDRED WATKINS
DIRECTOR	1.00	Yes (X)		$0	$0	$0
GREG WELCH
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ROBERT WESTBROOK
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JAMES DE GARAVILLA PRIOR IMMEDIATE
PAST PRESIDENT (THROUGH 10/3/20)	1.00	Yes (X)		$250	$0	$0
BILL LACY
DIRECTOR (THROUGH 11/4/20)	1.00	Yes (X)		$0	$0	$0
JAYME MATHIAS
DIRECTOR (THROUGH 11/4/20)	1.00	Yes (X)		$0	$0	$0
PATRICIA O'CANA-OLIVAREZ
DIRECTOR (THROUGH 11/4/20)	1.00	Yes (X)		$0	$0	$0
JAMES CROW
EXECUTIVE DIRECTOR (THROUGH 8/31/21)	40.00		Yes (X)	$566,283	$0	$53,468
STEVEN MC ARTHUR
CHIEF FINANCIAL OFFICER	40.00		Yes (X)	$275,312	$0	$47,350
WILLIAM MASTRODICASA
FIRST PUBLIC MANAGING DIRECTOR	40.00			$324,520	$0	$96,263	Yes (X)
DUBRAVKA ROMANO
ASSOC EXECUTIVE DIRECTOR	40.00			$356,401	$0	$70,763	Yes (X)
SEDORA JEFFERSON
ASSOC EXECUTIVE DIRECTOR	40.00			$276,183	$0	$32,895	Yes (X)
GROVER CAMPBELL
ASSOC EXECUTIVE DIRECTOR	40.00			$272,135	$0	$35,912	Yes (X)
KATHRYN WETZEL
ASSOC EXECUTIVE DIRECTOR	40.00			$236,017	$0	$57,481	Yes (X)
ROBERT DURON
ASSOC EXECUTIVE DIRECTOR	40.00			$224,289	$0	$44,044	Yes (X)
KAREN STRONG
ASSOC EXECUTIVE DIRECTOR	40.00			$191,554	$0	$27,706	Yes (X)
DAN TROXELL PHD
DEPUTY EXECUTIVE DIRECTOR	40.00			$297,342	$0	$40,870	Yes (X)
BRIAN BOLINGER
ASSOC EXECUTIVE DIRECTOR	40.00			$218,035	$0	$55,122	Yes (X)
MARY BARRETT
STRATEGY & RISK OFFICER	40.00			$219,410	$0	$62,678		Yes (X)
HIAWATHA FRANKS
DIRECTOR - WC CLAIMS ADMIN	40.00			$192,861	$0	$41,752		Yes (X)
TRENT TOON
FIRST PUBLIC SALES DIRECTOR	40.00			$190,935	$0	$40,502		Yes (X)
CAROLYN COUNCE
DIRECTOR - POLICY SERVICE	40.00			$182,587	$0	$52,960		Yes (X)
JOY BASKIN
DIRECTOR - LEGAL SERVICES	40.00			$181,775	$0	$54,086		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,205,889	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$813,852	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	97	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
NEXUS COGNITIVE TECHNOLOGY SERVICES
15455 DALLAS PKWY 600	ADDISON	TX	75001	TECHNOLOGY CONSULTANTS	$2,671,690
VSION TECHNOLOGIES INC
507 DENALI PASS SUITE 602	CEDAR PARK	TX	78613	TECHNOLOGY CONSULTANTS	$1,225,250
GENESIS CORP
PO BOX 412936	BOSTON	MA	02241	TECHNOLOGY CONSULTANTS	$1,168,511
HUMMEL CONSTRUCTION INC
1502 ASHWOOD UNIT C	AUSTIN	TX	78722	CONSTRUCTION/GENERAL CONTRACTING	$735,069
BKD LLP
910 E ST LOUIS STREET SUITE 200	SPRINGFIELD	MO	65806	TECHNOLOGY CONSULTANTS	$587,135

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	18	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Fundraising	$2,835	FundraisingAmt
All Other Contributions	$167,671	AllOtherContributionsAmt
Total Contributions	$170,506	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TASB RISK MGMT FUND	524292	$30,197,407	$30,197,407
COOPERATIVE PURCHASING	561000	$10,505,160	$10,352,808	$152,352
FIRST PUBLIC	523000	$7,392,514	$7,392,514
POLICY SERVICE	900099	$4,356,673	$4,356,673
TASB MEMBERSHIP	900099	$4,337,015	$4,337,015

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,578,081	TotalRevenueColumnAmt
Related Or Exempt Func Income	$11,501,965	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,233,698	UnrelatedBusinessRevenueAmt
Exclusion	$842,418	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$70,366,850	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,492,492	TotalRevenueColumnAmt
Exclusion	$1,492,492	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,850,157	TotalRevenueColumnAmt
Exclusion	$3,850,157	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$397,249	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$242,883	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$154,366	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$154,366	TotalRevenueColumnAmt
Exclusion	$154,366	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$14,479,739	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$12,040,279	SecuritiesAmt
Other	$127,189	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,439,460	SecuritiesAmt
Other	-$127,189	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,312,271	TotalRevenueColumnAmt
Exclusion	$2,312,271	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$2,835	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$1,156	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$1,191	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$35	TotalRevenueColumnAmt
Unrelated Business Revenue	-$35	UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
CHILD CARE SERVICES	624410	$372,832	$372,832
ADVERTISING	541800	$34,145		$34,145

Field	Value	IRS element (for citing)
Other Revenue Total	$406,977	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$78,753,584	TotalRevenueColumnAmt
Related Or Exempt Func Income	$68,138,382	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,420,160	UnrelatedBusinessRevenueAmt
Exclusion	$9,024,536	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$65,500	TotalAmt
Program Services	$65,500	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,400,280	TotalAmt
Program Services	$1,620,042	ProgramServicesAmt
Management And General	$1,780,238	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$37,942,064	TotalAmt
Program Services	$30,953,102	ProgramServicesAmt
Management And General	$6,988,962	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,409,562	TotalAmt
Program Services	$2,781,518	ProgramServicesAmt
Management And General	$628,044	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$6,603,747	TotalAmt
Program Services	$5,387,331	ProgramServicesAmt
Management And General	$1,216,416	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,052,276	TotalAmt
Program Services	$2,490,044	ProgramServicesAmt
Management And General	$562,232	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$327,651	TotalAmt
Management And General	$327,651	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$162,904	TotalAmt
Management And General	$162,904	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$137,000	TotalAmt
Program Services	$137,000	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$13,000	TotalAmt
Management And General	$13,000	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,570,559	TotalAmt
Program Services	$1,281,261	ProgramServicesAmt
Management And General	$289,298	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$615,538	TotalAmt
Program Services	$502,155	ProgramServicesAmt
Management And General	$113,383	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$834,349	TotalAmt
Program Services	$680,661	ProgramServicesAmt
Management And General	$153,688	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$7,912,740	TotalAmt
Program Services	$6,455,206	ProgramServicesAmt
Management And General	$1,457,534	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$442,033	TotalAmt
Program Services	$442,033	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,501,734	TotalAmt
Program Services	$2,040,912	ProgramServicesAmt
Management And General	$460,822	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$577,867	TotalAmt
Program Services	$471,423	ProgramServicesAmt
Management And General	$106,444	ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$1,995	TotalAmt
Program Services	$1,995	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,568,179	TotalAmt
Program Services	$1,279,319	ProgramServicesAmt
Management And General	$288,860	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,246	TotalAmt
Management And General	$2,246	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$3,500,971	TotalAmt
Program Services	$2,856,089	ProgramServicesAmt
Management And General	$644,882	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$392,885	TotalAmt
Management And General	$392,885	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MEMBERSHIP DUES	$190,707	$155,579	$35,128
PUBLICATIONS/SUBSCRIPTI	$146,315	$119,364	$26,951
MAINTENANCE/REPAIRS	$44,727	$36,488	$8,239
INCOME TAXES	$8,814	$8,814

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$241,140	TotalAmt
Program Services	$196,283	ProgramServicesAmt
Management And General	$44,857	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$75,666,783	TotalAmt
Program Services	$59,962,119	ProgramServicesAmt
Management And General	$15,704,664	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$650	BOYAmt
EOY	$746	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$4,572,258	BOYAmt
EOY	$8,170,713	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$5,220,183	BOYAmt
EOY	$5,482,293	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$39,081	BOYAmt
EOY	$32,460	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$6,202,971	BOYAmt
EOY	$7,384,833	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$50,911,178	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$25,118,148	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$22,365,515	BOYAmt
EOY	$25,793,030	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$45,311,687	BOYAmt
EOY	$44,056,314	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$83,712,345	BOYAmt
EOY	$90,920,389	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$8,829,353	BOYAmt
EOY	$9,827,733	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$3,697,930	BOYAmt
EOY	$4,958,523	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$6,492,075	BOYAmt
EOY	$5,388,712	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$48,124	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$19,019,358	BOYAmt
EOY	$20,223,092	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	$64,692,987	BOYAmt
EOY	$70,697,297	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$64,692,987	BOYAmt
EOY	$70,697,297	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$83,712,345	BOYAmt
EOY	$90,920,389	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$3,086,801	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,917,509	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
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	$165,905	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$253,990	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$340,728	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$259,827	CurrentTaxYearMinus1YearAmt
Current Tax Year	$170,506	CurrentTaxYearAmt
Total	$1,190,956	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$61,459,767	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$64,893,214	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$66,273,310	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$68,254,256	CurrentTaxYearMinus1YearAmt
Current Tax Year	$68,138,382	CurrentTaxYearAmt
Total	$329,018,929	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,102,009	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,237,928	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,177,358	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,010,906	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,215,250	CurrentTaxYearAmt
Total	$5,743,451	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$62,727,681	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$66,385,132	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$67,791,396	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$69,524,989	CurrentTaxYearMinus1YearAmt
Current Tax Year	$69,524,138	CurrentTaxYearAmt
Total	$335,953,336	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$590	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$380	CurrentTaxYearAmt
Total	$970	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$11,757,835	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,551,824	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,940,621	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,294,558	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,215,417	CurrentTaxYearAmt
Total	$65,760,255	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$11,757,835	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,551,824	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,941,211	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,294,558	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,215,797	CurrentTaxYearAmt
Total	$65,761,225	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$270,192,111	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,365,769	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,719,669	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,381,456	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,813,661	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,739,898	CurrentTaxYearAmt
Total	$26,020,453	TotalAmt

Post1975 UBTI Post1975UBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$199,508	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$384,404	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$413,029	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$184,885	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$1,181,826	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,565,277	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,104,073	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,794,485	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,998,546	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,739,898	CurrentTaxYearAmt
Total	$27,202,279	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$67,292,958	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$71,489,205	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$73,585,881	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$75,523,535	CurrentTaxYearMinus1YearAmt
Current Tax Year	$75,264,036	CurrentTaxYearAmt
Total	$363,155,615	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.74400	PublicSupportCY509Pct
Public Support PY509	0.74840	PublicSupportPY509Pct
Investment Income CY	0.07490	InvestmentIncomeCYPct
Investment Income PY	0.07440	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 C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	Yes (1)	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	Yes (1)	MailingsMembersInd
Mailings Members	$194,059	MailingsMembersAmt
Publications Or Broadcast	Yes (1)	PublicationsOrBroadcastInd
Publications Or Broadcast	$9,250	PublicationsOrBroadcastAmt
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$297,557	DirectContactLegislatorsAmt
Rallies Demonstrations	Yes (1)	RalliesDemonstrationsInd
Rallies Demonstrations	$133,479	RalliesDemonstrationsAmt
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$634,345	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	LOBBYING ACTIVITIES CONSIST OF COMMUNICATING THE NEEDS OF SCHOOL DISTRICTS TO LEGISLATIVE AND EXECUTIVE OFFICIALS AND STAFF, AND COMMUNICATING WITH THE MEMBERSHIP TO ENCOURAGE THEM TO INFLUENCE LEGISLATION. SINCE STAFF INVOLVED IN LOBBYING ACTIVITIES IS ALSO INVOLVED IN NON-LOBBYING ACTIVITIES, COSTS HAVE BEEN ALLOCATED TO LOBBYING ACTIVITIES BASED UPON A SYSTEMATIC APPLICATION OF ESTIMATED PERCENTAGES OF INVOLVEMENT IN LOBBYING, IN BOTH LEGISLATIVE AND NON-LEGISLATIVE PERIODS THROUGHOUT THE YEAR, AS WELL AS SPECIFIC IDENTIFICATION OF SOME OF THE COSTS. NO AMOUNTS ARE EXPENDED FOR POLITICAL CAMPAIGN ACTIVITY.	ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,045,650	OtherCostOrOtherBasisAmt
Book Value	$2,045,650	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$21,286,173	OtherCostOrOtherBasisAmt
Depreciation	$8,536,977	DepreciationAmt
Book Value	$12,749,196	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,244,242	OtherCostOrOtherBasisAmt
Depreciation	$4,463,248	DepreciationAmt
Book Value	$1,780,994	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$21,335,113	OtherCostOrOtherBasisAmt
Depreciation	$12,117,923	DepreciationAmt
Book Value	$9,217,190	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$25,793,030	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	CAPITAL LEASE OBLIGATIONS	Desc
Amt	$48,124	Amt

Field	Value	IRS element (for citing)
Total Liability	$48,124	TotalLiabilityAmt
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	BASED UPON A DETERMINATION LETTER OBTAINED FROM THE INTERNAL REVENUE SERVICE (IRS), TASB CLAIMS EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TASB CONTINUES TO OPERATE IN ACCORDANCE WITH ITS ORIGINAL EXEMPT PURPOSE. AS TASB CONSIDERS NEW PROGRAMS AND SERVICES, EACH OPPORTUNITY IS EVALUATED TO ASSURE IT IS IN KEEPING WITH THAT ORIGINAL EXEMPT PURPOSE. ANNUALLY, TASB FILES A FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND A FORM 990-T - EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN, IN THE UNITED STATES FEDERAL JURISDICTION. FIRST PUBLIC IS INCLUDED IN THE CONSOLIDATED FEDERAL INCOME TAX RETURN FILED BY TASB. NEW PROGRAMS CREATED AND ACTIVITIES CONDUCTED ARE DISCLOSED TO THE IRS ON THE FORM 990. IN ADDITION, UNRELATED BUSINESS INCOME DERIVED FROM TASB ACTIVITIES IS REPORTED TO THE IRS ON THE FORM 990-T, AS REQUIRED. TASB SERVICES PROVIDED THAT GENERATED UNRELATED BUSINESS INCOME DURING THE YEARS ENDED AUGUST 31, 2021 AND 2020, INCLUDE, BUT ARE NOT LIMITED TO, COOPERATIVE PURCHASING TO PRIVATE NONPROFIT ENTITIES; ONLINE DISTRIBUTION AND MANAGEMENT OF MEETING MATERIALS TO NON-GOVERNMENTAL SUBSCRIBERS; AND OTHER ANNUAL SERVICE SUBSCRIPTIONS FROM NON-GOVERNMENTAL ENTITIES. TASB RECORDED $8,814 AND ($925) IN INCOME TAX EXPENSE ON NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED AUGUST 31, 2021 AND 2020, RESPECTIVELY, WHICH IS INCLUDED WITH OTHER OPERATING EXPENSES IN THE STATEMENTS OF ACTIVITIES. TASB FOLLOWS FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, ACCOUNTING FOR INCOME TAX UNCERTAINTY. ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DE-RECOGNITION, INTEREST, PENALTIES, AND DISCLOSURES REQUIRED. TASB DOES NOT HAVE ANY ENTITY-LEVEL UNCERTAIN TAX POSITIONS IN CONNECTION WITH THESE CONSOLIDATED FINANCIAL STATEMENTS. SCHEDULE D, PART X, LINE 2 FOOTNOTE: WHILE TASB RECORDED INCOME TAX EXPENSE OF $8,814 FOR THE 2020-21 FISCAL YEAR, ESTIMATED TAX PAYMENTS MADE TO THE IRS RELATED TO 2020-21 NET INCOME FROM UNRELATED BUSINESS ACTIVITIES TOTALED $27,570. ACTUAL INCOME TAX REPORTED ON THE 2020 990-T TOTALED $0.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
TEXAS CAUCUS OF BLACK SCHOOL BOARD MEMBERS
PO BOX 15136	HOUSTON	TX	77220	760481213	501(C)(3)	$25,000	CONTRIBUTION TO SCHOLARSHIP PROGRAM
MEXICAN AMERICAN SCHOOL BOARD ASSOCIATION
PO BOX 474	AUSTIN	TX	78767	741781068	501(C)(3)	$25,000	CONTRIBUTION TO SCHOLARSHIP PROGRAM
TA BROWN ELEMENTARY SCHOOL
505 WEST ANDERSON LN	AUSTIN	TX	78752		115	$15,500	GENERAL SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	3	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	TASB PROVIDED ASSISTANCE TO THREE ORGANIZATIONS DURING FISCAL YEAR 2020-21 IN THE FORM OF A CONTRIBUTION. (1) TASB MADE CONTRIBUTIONS TO TWO ORGANIZATIONS IN SUPPORT OF THEIR STUDENT SCHOLARSHIP PROGRAMS. (2) TASB MADE A CONTRIBUTION TO ITS AUSTIN PARTNERS IN EDUCATION ADOPTED SCHOOL, T. A. BROWN. T. A. BROWN'S USE OF TASB'S CONTRIBUTION INCLUDED, BUT WAS NOT LIMITED TO, THE PURCHASE OF AWARDS FOR STUDENT AWARD CEREMONIES, ASSISTANCE WITH STUDENT FIELD TRIPS, AND OTHER CAMPUS NEEDS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	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	Yes (1)	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 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
JAMES CROW
EXECUTIVE DIRECTOR (THROUGH 8/31/21)	$389,125	$0	$39,408	$0	$137,750	$0	$28,500	$0	$24,968	$0	$619,751	$0	$82,500	$0
DUBRAVKA ROMANO
ASSOC EXECUTIVE DIRECTOR	$300,316	$0	$15,661	$0	$40,424	$0	$45,684	$0	$25,079	$0	$427,164	$0	$0	$0
WILLIAM MASTRODICASA
FIRST PUBLIC MANAGING DIRECTOR	$271,726	$0	$18,661	$0	$34,133	$0	$58,500	$0	$37,763	$0	$420,783	$0	$0	$0
DAN TROXELL PHD
DEPUTY EXECUTIVE DIRECTOR	$254,457	$0	$16,661	$0	$26,224	$0	$9,500	$0	$31,370	$0	$338,212	$0	$0	$0
STEVEN MC ARTHUR
CHIEF FINANCIAL OFFICER	$251,695	$0	$13,661	$0	$9,956	$0	$18,850	$0	$28,500	$0	$322,662	$0	$0	$0
SEDORA JEFFERSON
ASSOC EXECUTIVE DIRECTOR	$227,522	$0	$13,661	$0	$35,000	$0	$22,269	$0	$10,626	$0	$309,078	$0	$0	$0
GROVER CAMPBELL
ASSOC EXECUTIVE DIRECTOR	$233,120	$0	$12,661	$0	$26,354	$0	$35,217	$0	$695	$0	$308,047	$0	$0	$0
KATHRYN WETZEL
ASSOC EXECUTIVE DIRECTOR	$205,226	$0	$7,661	$0	$23,130	$0	$23,050	$0	$34,431	$0	$293,498	$0	$0	$0
MARY BARRETT
STRATEGY & RISK OFFICER	$188,657	$0	$16,653	$0	$14,100	$0	$31,000	$0	$31,678	$0	$282,088	$0	$0	$0
BRIAN BOLINGER
ASSOC EXECUTIVE DIRECTOR	$179,457	$0	$12,653	$0	$25,925	$0	$20,750	$0	$34,372	$0	$273,157	$0	$0	$0
ROBERT DURON
ASSOC EXECUTIVE DIRECTOR	$195,206	$0	$6,653	$0	$22,430	$0	$21,350	$0	$22,694	$0	$268,333	$0	$0	$0
JOY BASKIN
DIRECTOR - LEGAL SERVICES	$154,898	$0	$12,653	$0	$14,224	$0	$27,781	$0	$26,305	$0	$235,861	$0	$0	$0
CAROLYN COUNCE
DIRECTOR - POLICY SERVICE	$148,333	$0	$12,653	$0	$21,601	$0	$24,270	$0	$28,690	$0	$235,547	$0	$0	$0
HIAWATHA FRANKS
DIRECTOR - WC CLAIMS ADMIN	$166,052	$0	$14,653	$0	$12,156	$0	$28,053	$0	$13,699	$0	$234,613	$0	$0	$0
TRENT TOON
FIRST PUBLIC SALES DIRECTOR	$172,281	$0	$653	$0	$18,001	$0	$19,130	$0	$21,372	$0	$231,437	$0	$0	$0
KAREN STRONG
ASSOC EXECUTIVE DIRECTOR	$160,122	$0	$8,000	$0	$23,432	$0	$17,702	$0	$10,004	$0	$219,260	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	REIMBURSEMENT FOR HEALTH CLUB DUES IS RECEIVED BY ONE EMPLOYEE, JAMES CROW. REIMBURSEMENT IS TREATED AS TAXABLE INCOME. REIMBURSEMENT FOR SOCIAL CLUB DUES IS RECEIVED BY TWO EMPLOYEES, JAMES CROW AND GROVER CAMPBELL. REIMBURSEMENT IS TREATED AS TAXABLE INCOME. HEALTH AND SOCIAL CLUB DUES ARE PROVIDED FOR IN THE EXECUTIVE DIRECTOR'S EMPLOYMENT AGREEMENT, WHICH IS APPROVED BY THE TASB BOARD OF DIRECTORS. REIMBURSEMENT OF SOCIAL CLUB DUES TO THE OTHER EMPLOYEE IS AUTHORIZED BY THE EXECUTIVE DIRECTOR BASED ON BUSINESS NECESSITY.
PART I, LINE 4B	SEVEN EMPLOYEES PARTICIPATE IN THE 457(F) PLAN. IN 2020, THERE WERE CONTRIBUTIONS TO THE PLAN FOR THE FOLLOWING EMPLOYEES REPORTED ON SCHEDULE J: DUBRAVKA ROMANO ($18,571) WILLIAM MASTRODICASA ($30,000) GROVER CAMPBELL ($10,417) CAROLYN COUNCE ($10,000) JOY BASKIN ($10,000) HIAWATHA FRANKS ($10,000) MARY BARRETT ($10,000)
PART I, LINE 6	THE COMPENSATION PLAN FOR THE TASB EXECUTIVE DIRECTOR INCLUDES A BONUS PLAN THAT IN PART, CONSIDERS NET EARNINGS OF THE ORGANIZATION. THE INCENTIVE PLAN, APPROVED BY THE TASB BOARD OF DIRECTORS, CONSISTS OF FIVE DIFFERENT PERFORMANCE METRICS, INCLUDING FISCAL-YEAR NET EARNINGS OF THE ORGANIZATION. EACH OF THE FIVE METRICS IS EVALUATED INDIVIDUALLY, USING CRITERIA ESTABLISHED IN THE INCENTIVE PLAN, AND CONTAINS A WEIGHTING FACTOR. A TARGET AND MAXIMUM BONUS AMOUNT EXISTS FOR EACH PERFORMANCE METRIC.
PART I, LINE 7	TASB'S STAFF BONUSES CONSIST OF EXTRAORDINARY CONTRIBUTION AWARDS (ECAS) AND ORGANIZATIONAL PERFORMANCE AWARDS (OPAS). ECAS, WHICH ARE MERIT BASED, ARE DESIGNED TO MOTIVATE AND RETAIN EMPLOYEES WHO PROVIDE EXEMPLARY PERFORMANCE ON BEHALF OF THE ASSOCIATION. OPAS ARE DESIGNED TO RECOGNIZE ALL STAFF FOR THEIR EFFORTS IN CONTRIBUTING TO A SUCCESSFUL YEAR FOR THE ORGANIZATION. THESE BONUS PROGRAMS, WHICH MAY BE ADMINISTERED ANNUALLY, ARE DISCRETIONARY AND BOARD APPROVED. TASB RESERVES THE RIGHT TO ADMINISTER, MODIFY, OR TERMINATE THE BONUS PROGRAMS WITH OR WITHOUT NOTICE TO STAFF.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, BOX L - YEAR OF FORMATION:	TEXAS ASSOCIATION OF SCHOOL BOARDS WAS INITIALLY FORMED AS AN UNINCORPORATED ASSOCIATION IN 1949. IN 1999, TEXAS ASSOCIATION OF SCHOOL BOARDS MERGED WITH ITS RELATED NON-PROFIT CORPORATE ENTITY BECOMING THE TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. (TASB).
CONTINUATION OF PART III, LINE 4D:	VIII. BOARDBOOK IS A WEB-BASED SOFTWARE APPLICATION THAT HELPS SCHOOL DISTRICTS AND OTHER SUBSCRIBERS ASSEMBLE BOARD MEETING MATERIALS IN A CONSISTENT, EFFICIENT MANNER, AND PROVIDES FOR PAPERLESS MEETINGS. ASSEMBLED MATERIALS ARE AVAILABLE VIA THE WEB AND CAN INCLUDE LINKS TO OTHER DOCUMENTS. THE APPLICATION ALLOWS FOR SEARCHES OF ARCHIVED BOARD MEETING MATERIALS AND MINUTES. THE PUBLIC CAN VIEW POSTED MEETING NOTICES, AGENDA MATERIALS, AND MINUTES ON A DISTRICT'S WEBSITE. BY USING BOARDBOOK, DISTRICTS ARE ABLE TO OPERATE MORE EFFICIENTLY AND EFFECTIVELY, THEREBY LESSENING THE BURDENS OF GOVERNMENT. THERE WERE 784 TEXAS AND 778 OUT-OF-STATE GOVERNMENTAL ENTITIES SUBSCRIBING TO BOARDBOOK DURING FISCAL YEAR 2020-21. TASB HAS ALSO MADE BOARDBOOK AVAILABLE TO NON-PROFIT AND OTHER PRIVATE ORGANIZATIONS INSIDE AND OUTSIDE OF THE STATE OF TEXAS. REVENUE GENERATED FROM THESE ORGANIZATIONS HAS BEEN REPORTED AS UNRELATED BUSINESS INCOME ON THIS FORM 990, AND THE FORM 990-T HAS BEEN FILED AS REQUIRED. IX. EXECUTIVE SEARCH SERVICES (ESS) IS A CONSULTING SERVICE DEDICATED TO HELPING DISTRICTS FIND A CHIEF EXECUTIVE OFFICER OR OTHER KEY ADMINISTRATOR. SEARCHES INCLUDE ASSISTANCE AT EACH STAGE OF THE PROCESS, FROM ASSESSMENT AND PLANNING TO OFFERING SCREENING ASSISTANCE FOR DECISION MAKERS. BY UTILIZING ESS SERVICES, DISTRICTS ARE ABLE TO OPERATE MORE EFFICIENTLY AND EFFECTIVELY, THEREBY LESSENING THE BURDENS OF GOVERNMENT. ESS CONDUCTED 14 SEARCHES DURING FISCAL YEAR 2020-21. X. OTHER REVENUE INCLUDES, BUT IS NOT LIMITED TO, REVENUE GENERATED THROUGH LEGISLATIVE UPDATE SEMINARS, ADMINISTRATIVE PROFESSIONALS CONFERENCES, AND SALES OF VARIOUS TASB PRODUCTS AND PUBLICATIONS. THESE SERVICES AND PRODUCTS SUPPORT PUBLIC SCHOOLS AND RELATED ENTITIES, THEREBY LESSENING THE BURDENS OF GOVERNMENT. REVENUE GENERATED FROM THE SALE OF CERTAIN ITEMS AND FOR THE PROVISION OF CERTAIN SERVICES TO OTHER NON-PROFIT ORGANIZATIONS HAS BEEN REPORTED AS UNRELATED BUSINESS ON THIS FORM 990, AND THE FORM 990-T HAS BEEN FILED AS REQUIRED.
FORM 990, PART IV, LINE 33:	FIRST PUBLIC, A REGISTERED BROKER-DEALER AND LICENSED INSURANCE AGENCY, IS A WHOLLY OWNED SUBSIDIARY OF TASB AND A DISREGARDED ENTITY FOR FEDERAL TAX PURPOSES. FIRST PUBLIC IS MANAGER-MANAGED. THE MANAGING DIRECTOR IS APPOINTED BY THE TASB BOARD'S FIRST PUBLIC GOVERNANCE COMMITTEE. ACTIVITIES OF FIRST PUBLIC AND APPLICABLE DISCLOSURES ARE CONSOLIDATED WITH TASB IN THIS 2020 IRS FORM 990.
FORM 990, PART VI, SECTION A, LINE 1	THE EXECUTIVE COMMITTEE OF THE TASB BOARD EXERCISES AUTHORITY AS SPECIFICALLY DELEGATED AND, IN THE ABSENCE OF SPECIFIC DELEGATION, MAY TAKE EMERGENCY ACTION ON BEHALF OF THE BOARD UPON UNANIMOUS COMMITTEE CONSENT. THE FIRST PUBLIC GOVERNANCE COMMITTEE IS A COMMITTEE OF THE TASB BOARD, COMPOSED OF THE BOARD OFFICERS AND EXECUTIVE DIRECTOR AS VOTING MEMBERS. THIS COMMITTEE REPRESENTS THE INTERESTS OF THE TASB BOARD AS IT RELATES TO FIRST PUBLIC, AN ENTITY WHOSE SOLE MEMBER IS TASB (AND A DISREGARDED ENTITY FOR FEDERAL TAX PURPOSES). PURSUANT TO TASB BOARD POLICY, THIS COMMITTEE IS AUTHORIZED TO TAKE ALL ACTION RELATED TO TASB AS THE SOLE MEMBER OF FIRST PUBLIC, INCLUDING THE HIRING AND FIRING OF FIRST PUBLIC'S MANAGING DIRECTOR.
FORM 990, PART VI, SECTION A, LINE 6	TASB HAS THREE CLASSES OF MEMBERS: ACTIVE, ASSOCIATE, AND AFFILIATE. ACTIVE IS THE PRIMARY MEMBERSHIP CLASS AND THE ONLY CLASS WITH GOVERNANCE RIGHTS. ACTIVE MEMBERS ARE BOARDS OF INDEPENDENT OR COMMON SCHOOL DISTRICTS, COUNTY BOARDS OF EDUCATION, AND REGIONAL EDUCATION SERVICE CENTERS WITHIN THE STATE OF TEXAS THAT PAY MEMBERSHIP FEES. THE MEMBERSHIP YEAR OF TASB IS JANUARY 1 THROUGH DECEMBER 31. FOR 2021, ACTIVE MEMBER FEES WERE CHARGED AT A MINIMUM OF $800 AND A MAXIMUM OF $11,000, AND WERE DETERMINED BASED ON THE ENTITY'S PRIOR YEAR AUDITED TOTAL OF OPERATING EXPENSES. MEMBERSHIP IN TASB IS VOLUNTARY AND GENERALLY PROVIDES THE FOLLOWING: NONPARTISAN ADVOCACY AT THE STATE AND NATIONAL LEVEL, LEGAL ASSISTANCE FROM KNOWLEDGEABLE ATTORNEYS, INFORMATIONAL RESOURCES, BOARD TRAINING (INCLUDING TRACKING CONTINUING EDUCATION CREDITS), SUBSCRIPTION TO TASB'S MONTHLY PERIODICAL - TEXAS LONE STAR - AND OTHER PUBLICATIONS, AND MEMBER RATES AT CONFERENCES AND WORKSHOPS. MEMBERSHIP PROVIDES OPPORTUNITIES TO SUBSCRIBE TO OTHER TASB PROGRAMS AND SERVICES ON AN ADDITIONAL FEE BASIS.
FORM 990, PART VI, SECTION A, LINE 7A	MEMBERS OR OTHERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY: ACTIVE TASB MEMBERS ELECT THE TASB BOARD OF DIRECTORS AND OFFICERS. THE PRESIDENT OF THE TEXAS ASSOCIATION OF EDUCATION SERVICE CENTERS (TAESC) ALSO HAS A VOTING EX-OFFICIO POSITION ON THE TASB BOARD BY VIRTUE OF THE TASB BYLAWS.
FORM 990, PART VI, SECTION A, LINE 7B	DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS OR OTHERS: THE TASB BOARD RECOMMENDS BYLAW AMENDMENTS, MISSION STATEMENT AMENDMENTS, BELIEFS, THE ADVOCACY AGENDA (WHICH CONSISTS OF CORNERSTONE PRINCIPLES, PRIORITIES, AND RESOLUTIONS), AND MEMBERSHIP FEES FOR ACTIVE MEMBERS FOR FINAL ADOPTION BY THE MEMBERSHIP THROUGH THE TASB DELEGATE ASSEMBLY. (THE DELEGATE ASSEMBLY IS COMPRISED OF REPRESENTATIVES DESIGNATED BY ACTIVE MEMBERS EACH YEAR AND SERVES AS TASB'S GENERAL GOVERNING BODY.) FORM 990, PART VI, SECTION A, LINE 8A: THE FOLLOWING IS PROVIDED FOR CLARIFICATION. TASB BOARD OFFICERS AND THE EXECUTIVE DIRECTOR (NON-VOTING) MAKE UP THE EXECUTIVE COMMITTEE WITH CERTAIN DESIGNATED AUTHORITY. MEETING ACTIVITIES ARE DOCUMENTED, INCLUDING ACTIONS TAKEN, AT EACH MEETING. THESE INDIVIDUALS ALSO SERVE AS THE FIRST PUBLIC GOVERNANCE COMMITTEE (WITH THE EXECUTIVE DIRECTOR SERVING IN A VOTING CAPACITY). WHILE THE SAME INDIVIDUALS SERVE ON BOTH COMMITTEES, THESE ARE TWO SEPARATE COMMITTEES WITH DIFFERENT ROLES AND RESPONSIBILITIES. THE FIRST PUBLIC GOVERNANCE COMMITTEE, WHICH HAS AUTHORITY TO ACT ON BEHALF OF THE TASB BOARD, DOCUMENTS ITS MEETING ACTIVITIES, INCLUDING ACTIONS TAKEN, AT EACH COMMITTEE MEETING. OTHER TASB COMMITTEES ALSO DOCUMENT THEIR MEETING ACTIVITIES, ALTHOUGH MOST ACTION ITEMS REQUIRE FINAL BOARD APPROVAL.
FORM 990, PART VI, SECTION B, LINE 11B	THE OUTSIDE AUDITING FIRM ENGAGED BY THE TASB BOARD PREPARES THE FORM 990 USING INFORMATION PROVIDED BY TASB'S ACCOUNTING STAFF. THE COMPLETED FORM 990 IS REVIEWED BY TASB'S ACCOUNTING STAFF AND CORPORATE COUNSEL. A COPY OF THE RETURN IS POSTED ON AN ELECTRONIC SITE AVAILABLE TO BOARD MEMBERS, WHO ARE NOTIFIED VIA EMAIL WHEN THE RETURN IS AVAILABLE FOR THEIR REVIEW. BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO COMMENT PRIOR TO FINAL SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	THE TASB BOARD AVOIDS CONFLICTS OF INTEREST THAT WILL MATERIALLY AND ADVERSELY AFFECT THE INTERESTS OF TASB THROUGH BOARD POLICY. EACH BOARD MEMBER (INCLUDING THE EXECUTIVE DIRECTOR WHO IS AN EX-OFFICIO, NON-VOTING MEMBER OF THE BOARD) REVIEWS THE BOARD'S CONFLICT OF INTEREST POLICY AND MUST COMPLETE, SIGN, AND RETURN AN ANNUAL DISCLOSURE FORM, IDENTIFYING THE PRESENCE OR ABSENCE OF ANY KNOWN ACTUAL OR POTENTIAL CONFLICTS. IF A DISCLOSURE HAS BEEN MADE, THE BOARD WILL DETERMINE WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS FAIR, REASONABLE, AND IN THE BEST INTEREST OF TASB; AND, IN THE CASE OF A DISCLOSED INTEREST MADE BY THE EXECUTIVE DIRECTOR, THE BOARD'S EXECUTIVE COMMITTEE MAKES SUCH DETERMINATION. A PERSON WHOSE ACTUAL OR POTENTIAL CONFLICT IS UNDER REVIEW MUST STAND IN RECUSAL AND NOT DEBATE OR VOTE ON SUCH DETERMINATION. RECORDS OR MINUTES OF THE BOARD WILL STATE THE NAME OF THE BOARD MEMBER WHOSE INTEREST WAS DISCLOSED; STATE THE NATURE OF THE INTEREST; AND SUMMARIZE THE CONTENT OF THE DISCUSSION AND VOTE TAKEN BY THE DISINTERESTED VOTING MEMBERS. A SIMILAR ANNUAL DISCLOSURE REQUIREMENT IS REQUIRED OF TASB'S KEY EMPLOYEES. KEY EMPLOYEES, AS WELL AS ALL EMPLOYEES, CANNOT HAVE FINANCIAL INTERESTS IN CONTRACTS OR OTHER TRANSACTIONS INVOLVING TASB, WITHOUT THE EXECUTIVE DIRECTOR (OR DESIGNEE) MAKING A DETERMINATION THAT THE TRANSACTION IS FAIR, REASONABLE, AND IN THE BEST INTEREST OF TASB.
FORM 990, PART VI, SECTION B, LINE 15	TASB FOLLOWS BOARD-ADOPTED POLICIES REGARDING COMPENSATION OF THE TASB EXECUTIVE DIRECTOR, KEY EMPLOYEES AND OTHER EXECUTIVES, AND THE FIRST PUBLIC MANAGING DIRECTOR (DISCUSSED BELOW). THE TASB EXECUTIVE COMMITTEE EVALUATES COMPARABILITY DATA, INCLUDING PERIODIC INFORMATION FROM OUTSIDE CONSULTANTS, AND RECOMMENDS APPROPRIATE COMPENSATION FOR THE EXECUTIVE DIRECTOR TO THE BOARD. THE EXECUTIVE DIRECTOR IS AUTHORIZED TO SET AND APPROVE COMPENSATION FOR TASB KEY EMPLOYEES, INCLUDING OTHER EXECUTIVES, UNDER BOARD-APPROVED PARAMETERS. THE EXECUTIVE DIRECTOR RELIES ON COMPARABLE DATA FROM VARIOUS SOURCES. REGARDING THE FIRST PUBLIC MANAGING DIRECTOR, AS STATED PREVIOUSLY ON SCHEDULE O WITH RESPECT TO PART VI, LINE 1, THE TASB BOARD OFFICERS AND THE EXECUTIVE DIRECTOR COLLECTIVELY SERVE AS THE FIRST PUBLIC GOVERNANCE COMMITTEE. THE TASB BOARD HAS DELEGATED THE FIRST PUBLIC GOVERNANCE COMMITTEE WITH THE AUTHORITY TO CONSIDER AND APPROVE MATTERS THAT TASB IS ENTITLED TO APPROVE AS THE SOLE MEMBER OF FIRST PUBLIC. THIS AUTHORITY INCLUDES APPROVING THE COMPENSATION OF THE FIRST PUBLIC MANAGING DIRECTOR. THE FIRST PUBLIC GOVERNANCE COMMITTEE RELIES ON COMPARABLE DATA IN MAKING COMPENSATION DECISIONS.
FORM 990, PART VI, SECTION C, LINE 19	TASB'S CHARTER, BYLAWS, CONFLICT OF INTEREST POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
FORM 990, PART VI, SECTION B:	TASB LEASES CERTAIN EMPLOYEES TO FIRST PUBLIC. THESE EMPLOYEES ARE DEFINED AS "ASSOCIATED PERSONS" OF FIRST PUBLIC BY THE SECURITIES AND EXCHANGE COMMISSION. BY VIRTUE OF THE EMPLOYEE LEASE AGREEMENT BETWEEN TASB AND FIRST PUBLIC, FIRST PUBLIC HAS THE AUTHORITY TO MANAGE THE DAY-TO-DAY ACTIVITIES OF THESE ASSOCIATED PERSONS. FIRST PUBLIC HAS WRITTEN SUPERVISORY PROCEDURES THAT ASSOCIATED PERSONS MUST FOLLOW, AND SUCH PROCEDURES INCLUDE THE REQUIREMENT TO FOLLOW TASB ADMINISTRATIVE POLICIES TO THE EXTENT THEY DO NOT CONFLICT WITH THE POLICIES AND PROCEDURES OF FIRST PUBLIC.
FORM 990, PART VII, SECTION A:	WHILE COLUMN (B) IN SECTION A REFLECTS FULL-TIME TASB EMPLOYEES AS WORKING AN AVERAGE OF 40 HOURS PER WEEK, THESE INDIVIDUALS ARE EXEMPT AND OFTEN WORK IN EXCESS OF 40 HOURS.
PART VII, SECTION A, LINE 1A	TASB BYLAWS PROVIDE THAT THE BOARD SHALL CONSIST OF 44 MEMBERS, AND THAT EACH VACANCY WILL REDUCE FULL BOARD MEMBERSHIP BY ONE UNTIL THE VACANCY IS FILLED. BECAUSE OF THREE VACANCIES, BOARD MEMBERSHIP CONSISTED OF 41 MEMBERS AS OF AUGUST 31, 2021.
FORM 990, PART VIII, LINE 2 - PROGRAM SERVICE REVENUE:	CERTAIN PROGRAM SERVICE REVENUE REPORTED ON LINE 2 INCLUDES INCOME DERIVED FROM TEXAS INTERLOCAL COOPERATION ACT ADMINISTRATIVE AGENCIES AND PROGRAMS CREATED TO PERFORM ADMINISTRATIVE FUNCTIONS ASSOCIATED WITH THE ROUTINE OPERATION OF GOVERNMENT. THIS REVENUE CONSTITUTES INCOME WHICH IS RELATED TO THE EXEMPT PURPOSE OF TASB, AND IS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ADMINISTRATIVE SERVICES RENDERED BY TASB TO THE VARIOUS CASH/PROCUREMENT/RISK MANAGEMENT PROGRAMS ARE RELATED TO ITS EXEMPT FUNCTION OF LESSENING THE BURDENS OF GOVERNMENT AND, THEREFORE, ARE RELATED TRADE OR BUSINESS WITHIN THE MEANING OF SECTION 1.513-1(D)(2) OF THE REGULATIONS. ADDITIONALLY, REVENUE FROM THE TEXAS INTERLOCAL COOPERATION ACT ADMINISTRATIVE ENTITIES IS DERIVED FROM THE PERFORMANCE OF ESSENTIAL GOVERNMENT FUNCTIONS AND IS EXEMPT UNDER SECTION 115 OF THE INTERNAL REVENUE CODE. THE REMAINING ELEMENTS OF TASB'S PROGRAM SERVICE REVENUE ARE RELATED TO TASB'S EXEMPT FUNCTION OF LESSENING THE BURDENS OF GOVERNMENT OR SERVING AN EDUCATIONAL PURPOSE AND, THEREFORE, SUCH REVENUE ALSO CONSTITUTES INCOME FROM A RELATED TRADE OR BUSINESS UNDER SECTION 1.513-1(D)(2) OF THE REGULATIONS.
FORM 990, PART VIII, LINE 5 - ROYALTIES:	ROYALTIES PRIMARILY CONSIST OF REVENUE RECEIVED THROUGH AFFINITY AND LICENSE AGREEMENTS BETWEEN TASB AND FOUR AFFILIATED ENTITIES FOR THE USE OF TASB'S INTELLECTUAL INTANGIBLE ASSETS SUCH AS ITS NAME AND LOGO IN PROMOTING, MARKETING, AND OFFERING THEIR VARIOUS PROGRAMS AND SERVICES. THESE AFFILIATED ENTITIES ARE ALL ADMINISTRATIVE AGENCIES OF COOPERATING LOCAL GOVERNMENTS ORGANIZED UNDER THE INTERLOCAL COOPERATION ACT TEXAS GOVERNMENT CODE, CHAPTER 791, THAT ARE MANAGED BY EITHER TASB OR ITS SUBSIDIARY (FIRST PUBLIC). SERVICES PROVIDED BY THESE AFFILIATED ENTITIES DIRECTLY CONTRIBUTE TO TASB'S EXEMPT PURPOSE BY LESSENING THE BURDENS OF GOVERNMENT ON PUBLIC SCHOOLS AND OTHER GOVERNMENTAL ENTITIES, AND ALLOWING THEM TO BE MORE EFFICIENT AND EFFECTIVE. OTHER ROYALTIES ARE RECEIVED FROM AN INTERNAL AUDIT SERVICE FIRM, A DATA ANALYTICS SOFTWARE DEVELOPMENT FIRM, AN ENERGY DESIGN-BUILD CONTRACTOR FIRM, AND A RETAIL ELECTRIC PROVIDER FOR THE USE OF TASB'S NAMES AND LOGOS. TASB HAS ALSO GRANTED CERTAIN EDUCATIONAL-RELATED ENTITIES A LICENSE TO USE TASB'S SCHOOL BOARD GOVERNANCE AND LEADERSHIP TRAINING PRODUCTS, FOR WHICH A ROYALTY IS RECEIVED.
FORM 990, PART XII, LINE 2 - FINANCIAL STATEMENTS AND REPORTING:	THE FOLLOWING IS PROVIDED FOR CLARIFICATION. THE BUDGET & FINANCE COMMITTEE OF THE TASB BOARD ANNUALLY CONSIDERS ENGAGEMENT OF THE ACCOUNTING FIRM THAT WILL CONDUCT THE TASB FINANCIAL STATEMENT AUDIT. THE COMMITTEE'S RECOMMENDATION IS TAKEN TO THE TASB BOARD FOR APPROVAL. THE AUDITED FINANCIAL STATEMENTS ARE PRESENTED TO THE COMMITTEE, AND THE EXTERNAL AUDITORS REVIEW THEIR REPORTS WITH THE COMMITTEE FOR ACCEPTANCE. THE AUDIT IS THEN TAKEN TO THE TASB BOARD FOR APPROVAL AND ACCEPTANCE UPON RECOMMENDATION OF THE COMMITTEE. REGARDING FIRST PUBLIC, THE FIRST PUBLIC MANAGING DIRECTOR ENGAGES THE INDEPENDENT AUDIT FIRM, REVIEWS AND ACCEPTS THE ANNUAL FINANCIAL STATEMENT AUDIT, AND PRESENTS THE AUDIT TO THE FIRST PUBLIC GOVERNANCE COMMITTEE FOR REVIEW.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	FIRST PUBLIC LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12007 RESEARCH BLVD	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78759	ZIPCd

Field	Value	IRS element (for citing)
EIN	742275519	EIN
Primary Activities	INVESTMENT MANAGEMENT	PrimaryActivitiesTxt
Legal Domicile State	TX	LegalDomicileStateCd
Total Income	$7,398,355	TotalIncomeAmt
End Of Year Assets	$3,565,031	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	TEXAS ASSOCIATION OF SCHOOL BOARDS	BusinessNameLine1Txt