2025-07-15T12:02:02-05:00 2024-08-31 390859910 BAKER TILLY ADVISORY GROUP LP 14555 DALLAS PARKWAY STE 300 DALLAS TX 75254 990 2023-09-01 742275519 TEXAS ASSOCIATION OF SCHOOL BOARDS INC TEXA 5124670222 PO BOX 400 AUSTIN TX 787670400 DAN TROXELL PHD EXECUTIVE DIRECTOR 5124670222 2025-07-09 1 1 STEVEN TALBOT P01695427 9724582296 2025-07-09 2023 2025-03-06 01:10:19Z DAN TROXELL PHD 12007 RESEARCH BLVD AUSTIN TX 78759 101322766 0 X WWW.TASB.ORG X 1999 TX 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. 42 42 569 52 2199062 69311 283263 321963 82840320 90730375 2578780 2479000 5728628 5289600 91430991 98820938 110225 111500 0 0 57055107 60266976 0 0 0 28964071 30753833 86129403 91132309 5301588 7688629 95172099 107493673 19410277 19951622 75761822 87542051 X 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. 0 0 29714490 32496764 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 RISK POOLING TO ITS MEMBERS. TASB'S PROGRAM ADMINISTRATION ACTIVITIES INCLUDE UNDERWRITING, MARKETING, CLAIMS ADMINISTRATION, LOSS PREVENTION, FINANCIAL MANAGEMENT AND OTHER MANAGEMENT AND OVERSIGHT SERVICES. THE RISK POOLING 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 RISK POOLING TO OVER 1,000 MEMBERS DURING THE 2023-24 FISCAL YEAR. 7839226 4800116 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 74 AFFILIATE MEMBERS DURING THE 2023-24 FISCAL YEAR. 12297157 16627500 COOPERATIVE PURCHASING - THE LOCAL GOVERNMENT PURCHASING COOPERATIVE (PURCHASING COOPERATIVE) IS AN ADMINISTRATIVE AGENCY OF COOPERATING LOCAL GOVERNMENTAL ENTITIES ORGANIZED UNDER THE TEXAS INTERLOCAL COOPERATION ACT. THROUGH A SERVICE AGREEMENT WITH THE PURCHASING COOPERATIVE, TASB PROVIDES ADMINISTRATIVE SERVICES RELATING TO COMPETITIVE PROCUREMENT FOR GOVERNMENTAL ENTITIES IN TEXAS, SUCH AS SCHOOL DISTRICTS, COMMUNITY COLLEGES AND UNIVERSITIES, COUNTIES, MUNICIPALITIES, AND SPECIAL DISTRICTS. THE PURCHASING COOPERATIVE SERVED OVER 1,800 GOVERNMENTAL ENTITIES THAT PURCHASED APPROXIMATELY $2.0 BILLION IN GOODS AND SERVICES DURING THE 2023-24 FISCAL YEAR. THROUGH A SERVICE AND LICENSE AGREEMENT, TASB ALSO PROVIDES ADMINISTRATIVE SERVICES RELATING TO COMPETITIVE PROCUREMENT FOR GOVERNMENTAL ENTITIES TO THE NATIONAL PURCHASING COOPERATIVE (NATIONAL COOPERATIVE), AN ADMINISTRATIVE AGENCY OF COOPERATING LOCAL GOVERNMENTAL ENTITIES ACROSS THE UNITED STATES, EXCLUDING TEXAS. THE NATIONAL COOPERATIVE SERVED OVER 900 GOVERNMENTAL ENTITIES ACROSS THE UNITED STATES, EXCLUDING TEXAS, AND THESE ENTITIES PURCHASED APPROXIMATELY $163 MILLION GOODS AND SERVICES DURING THE 2023-24 FISCAL YEAR. 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 IS AN ADMINISTRATIVE AGENCY OF COOPERATING LOCAL GOVERNMENTAL ENTITIES ORGANIZED UNDER THE TEXAS INTERLOCAL COOPERATION ACT. THE ENERGY COOPERATIVE OFFERS ENERGY AGGREGATION AND COMPETITIVE PROCUREMENT SERVICES FOR SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES AND ALLOWS THEM TO OBTAIN ELECTRICITY SERVICES AND FUEL FROM AWARDED VENDORS AT A COMPETITIVE RATE. THERE WERE 215 ENTITIES PARTICIPATING IN THE ELECTRICITY PROGRAM DURING FISCAL YEAR 2023-24, WITH 1.6 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 109 ENTITIES PARTICIPATING IN THE FUEL PROGRAM DURING FISCAL YEAR 2023-24, WITH OVER 7.4 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. 28714418 111500 32859183 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 COST-SUBSIDIZED TRAINING FOR A LIMITED NUMBER OF PARTICIPANTS), AND THE ONLINE LEARNING CENTER. THESE SERVICES, PRODUCTS, AND TRAINING OPPORTUNITIES SUPPORT PUBLIC SCHOOLS AND RELATED ENTITIES, AND LESSEN THE BURDENS OF GOVERNMENT. DURING FISCAL YEAR 2023-24, BOARD DEVELOPMENT SERVICES PERFORMED 118 CONSULTING ENGAGEMENTS AND HAD 3,300 ONLINE TRAINING COURSES VIEWED.II. FIRST PUBLIC, LLC (FIRST PUBLIC) - DIRECTLY AND THROUGH A SERVICE AGREEMENT WITH LONE STAR INVESTMENT POOL, A PUBLIC FUNDS INVESTMENT POOL ESTABLISHED IN ACCORDANCE WITH THE TEXAS INTERLOCAL COOPERATION ACT AND THE TEXAS PUBLIC FUNDS INVESTMENT ACT, 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. FIRST PUBLIC 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 2023-24 FISCAL YEAR, THERE WERE ALMOST 700 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 IS AN ADMINISTRATIVE AGENCY OF COOPERATING LOCAL GOVERNMENTAL ENTITIES ORGANIZED UNDER THE TEXAS INTERLOCAL COOPERATION ACT. 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 25 PARTICIPATING TEXAS SCHOOL DISTRICTS IN THE BENEFITS COOPERATIVE DURING FISCAL YEAR 2023-24. (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, AND FACILITY ASSESSMENTS. FACILITY SERVICES ALSO HAS A DATA SHARING AND LICENSE AGREEMENT WITH AN OUTSIDE PROVIDER TO ALLOW THE PROVIDER TO USE THE TASB FACILITY DASHBOARD. ADDITIONALLY, IN MARCH 2024, TASB ENTERED INTO A WIRELESS INFRASTRUCTURE PROGRAM AGREEMENT WITH AN OUTSIDE FIRM TO ESTABLISH AND PROMOTE A NEW PROGRAM THROUGH WHICH THE OUTSIDE FIRM, AS EXCLUSIVE PROVIDER FOR THE PROGRAM, WILL WORK WITH PARTICIPATING SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES TO OFFER THEIR PROPERTY FOR CELLULAR TOWER AND ANTENNA LEASES.FACILITY SERVICES ALSO OFFERS FACILITY PLANNING, DEMOGRAPHICS, A CONSTRUCTION CONSULTING 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 2023-24 FISCAL YEAR, FACILITY SERVICES HAD OVER 670 PARTICIPANTS AND PERFORMED 415 CONSULTING ENGAGEMENTS. APPLICABLE REVENUE EARNED FROM THE OUTSIDE FIRMS/PROVIDERS, 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 DATA, 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 2023-24 FISCAL YEAR, HR SERVICES HAD 1,070 PARTICIPANTS, PERFORMED OVER300 CONSULTING ENGAGEMENTS, AND SOLD ALMOST 5,100 PUBLICATIONS. HR 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.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 OVER 1,030 SUBSCRIBERS TO POLICY SERVICE AND 75 CONSULTING JOBS CONDUCTED DURING FISCAL YEAR 2023-24.VI. SCHOOL SERVICE SOLUTIONS OFFERS A SCHOOL MEDICAID SERVICES 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 A PLATFORM AVAILABLE THROUGH TASB. ELECTRONIC FILING IS COST EFFECTIVE AND IS AN EFFICIENT WAY TO MAXIMIZE DISTRICT REIMBURSEMENTS WHILE MAINTAINING CONTROL OVER MEDICAID CLAIMS. DURING FISCAL YEAR 2023-24, PARTICIPATING DISTRICTS SUBMITTED APPROXIMATELY $34 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 2023-24, THERE WERE OVER 320 DISTRICTS PARTICIPATING IN ONE OR BOTH PROGRAMS. BOTH SCHOOL SERVICE SOLUTIONS PROGRAMS ALLOW PARTICIPATING 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 2,300 LEGAL INQUIRIES FROM MEMBERS DURING THE 2023-24 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. AS OF AUGUST 31, 2024, COMMUNITY COLLEGE SERVICES HAD 47 SUBSCRIBERS.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, 2024, LAF HAD 768 MEMBERS. THESE SERVICES SUPPORT PUBLIC SCHOOLS AND RELATED ENTITIES, AND LESSEN THE BURDENS OF GOVERNMENT. 28714418 111500 32859183 78565291 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 121 0 1 569 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 42 42 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X DAN TROXELL PHD EXECUTIVE DIRECTOR 5124670222 12007 RESEARCH BLVD AUSTIN TX 787592439 X ARMANDO RODRIGUEZ PRESIDENT 3.00 X X 0 0 0 ROLANDA SCHMIDT PRESIDENT ELECT 3.00 X X 0 0 0 DEBBIE GILLESPIE IMMEDIATE PAST PRESIDENT 3.00 X X 0 0 0 TONY HOPKINS FIRST VICE PRESIDENT 3.00 X X 0 0 0 MARY JANE HETRICK SECOND VICE PRESIDENT 3.00 X X 0 0 0 DAN MICCICHE SECRETARY/TREASURER 3.00 X X 0 0 0 THEODORE BEARED III IMMEDIATE PAST PRESIDENT (THROUGH 9/1/2023) 1.00 X 0 0 0 MOISES ALFARO DIRECTOR 1.00 X 0 0 0 JESUS AMAYA DIRECTOR 1.00 X 0 0 0 ROSE AVALOS DIRECTOR 1.00 X 0 0 0 CARLOS BENTANCOURT DIRECTOR 1.00 X 0 0 0 LYNN BOSWELL DIRECTOR 1.00 X 0 0 0 DARLENE BREAUX DIRECTOR 1.00 X 0 0 0 STEVE BROWN DIRECTOR 1.00 X 0 0 0 KEVIN CARBO DIRECTOR 1.00 X 0 0 0 JUSTIN CHAPA DIRECTOR 1.00 X 0 0 0 JOHN CLASSE DIRECTOR (THROUGH 5/15/2024) 1.00 X 0 0 0 JULIE COLE DIRECTOR 1.00 X 0 0 0 THOMAS DARDEN DIRECTOR 1.00 X 0 0 0 DYNETTE DAVIS DIRECTOR 1.00 X 0 0 0 ANGELA LEMOND FLOWERS DIRECTOR 1.00 X 0 0 0 REBECCA FOX DIRECTOR 1.00 X 0 0 0 KAREN FREEMAN DIRECTOR (THROUGH 9/1/2023) 1.00 X 0 0 0 GINGER FRIESENHAHN DIRECTOR 1.00 X 0 0 0 SYLVIA SANCHEZ GARZA DIRECTOR 1.00 X 0 0 0 LINDA GOOCH DIRECTOR 1.00 X 0 0 0 ANGIE HANAN DIRECTOR 1.00 X 0 0 0 CAROL HARLE DIRECTOR 1.00 X 0 0 0 TRICIA IKARD DIRECTOR 1.00 X 0 0 0 MARK LUKERT DIRECTOR 1.00 X 0 0 0 KATHY MAJOR DIRECTOR 1.00 X 0 0 0 KRISTEN MALONE DIRECTOR (THROUGH 5/13/2024) 1.00 X 0 0 0 RAYMOND P MEZA DIRECTOR 1.00 X 0 0 0 CYNTHIA NAJERA DIRECTOR 1.00 X 0 0 0 STEVEN NEWCOM DIRECTOR 1.00 X 0 0 0 NICHOLAS PHILLIPS DIRECTOR 1.00 X 0 0 0 QUINTON Q PHILLIPS DIRECTOR 1.00 X 0 0 0 MARGARET PRUETT DIRECTOR 1.00 X 0 0 0 BETH PRYKRYL DIRECTOR 1.00 X 0 0 0 TONY RAYMOND DIRECTOR 1.00 X 0 0 0 GEORGAN REITMEIER DIRECTOR (THROUGH 9/1/2023) 1.00 X 0 0 0 RICH SENA DIRECTOR 1.00 X 0 0 0 CINDY SPANEL DIRECTOR 1.00 X 0 0 0 DAVID SUBLASKY DIRECTOR 1.00 X 0 0 0 THERESA WAGAMAN DIRECTOR 1.00 X 0 0 0 MILDRED WATKINS DIRECTOR 1.00 X 0 0 0 GREG WELCH DIRECTOR 1.00 X 0 0 0 ROBERT WESTBROOK DIRECTOR (THROUGH 11/7/2023) 1.00 X 0 0 0 DAN TROXELL PHD EXECUTIVE DIRECTOR 40.00 X 437688 0 91736 STEVEN MCARTHUR CHIEF FINANCIAL OFFICER 40.00 X 310615 0 58729 WILLIAM MASTRODICASA FIRST PUBLIC MANAGING DIRECTOR 40.00 X 395212 0 99332 MARY BARRETT ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 381151 0 77949 JOY BASKIN ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 300474 0 75226 CAROLYN COUNCE ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 301679 0 65450 TIFFANY DUNNE-OLDFIELD DEPUTY EXECUTIVE DIRECTOR 40.00 X 327000 0 37930 GROVER CAMPBELL ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 323199 0 40708 SEDORA JEFFERSON CHIEF CORPORATE COUNSEL 40.00 X 306710 0 48737 KATHRYN WETZEL ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 258256 0 65581 BRIAN BOLINGER ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 239374 0 60250 HIAWATHA FRANKS RMS CLAIMS OFFICER 40.00 X 317304 0 50833 DAWN MCMURTREY FINANCE & MEMBER SUPPORT OFFICER 40.00 X 201612 0 59430 TRENT TOON FIRST PUBLIC DIRECTOR OF OPERATIONS 40.00 X 212613 0 44456 ROBERT LONG DIVISION DIRECTOR BOARD DEV SVCS 40.00 X 201551 0 39836 LAURIE VONDERSAAR DATA OFFICER 40.00 X 210048 0 10850 4724486 0 927033 138 0 1 0 NEXUS COGNITIVE TECHNOLOGY SERVICES 15455 DALLAS PARKWAY SUITE 600 ADDISON TX 75001 TECHNOLOGY CONSULTANTS 3496982 VSION TECHNOLOGIES INC 507 DENALI PASS SUITE 602 CEDAR PARK TX 78613 TECHNOLOGY CONSULTANTS 1129352 FREEMAN AUDIO VISUAL SOLUTIONS PO BOX 650519 DALLAS TX 75265 A/V SERVICES AND RENTALS 1017670 BLUEMODUS INC PO BOX 1300L ARVADA CO 80001 WEBSITE REDESIGN 892450 GENESIS CORP PO BOX 412936 BOSTON MA 02241 TECHNOLOGY CONSULTANTS 701677 21 X 321963 321963 TASB RISK MANAGEMENT FUND 524292 32496764 32496764 COOPERATIVE PURCHASING 561000 16892711 16627500 265211 FIRST PUBLIC 523000 9613268 9613268 POLICY SERVICE 900099 6890770 6890770 TASB MEMBERSHIP 900099 4800116 4800116 20036746 16355145 1877924 1803677 90730375 2155250 2155250 4674762 4674762 263405 151710 111695 111695 111695 1184160 1485439 860410 1485439 323750 0 323750 323750 4951 4269 682 682 CHILD CARE SERVICES 624410 447216 447216 ADVERTISING 541800 55245 55245 502461 98820938 86783563 2199062 9516350 104000 104000 7500 7500 4128769 2181787 1946982 41628510 36908557 4719953 3554331 3151331 403000 7507930 6656661 851269 3447436 3056556 390880 286710 286710 116930 116930 82500 82500 13000 13000 1493505 1324167 169338 799198 708583 90615 1051490 932269 119221 9033934 8009642 1024292 432253 432253 2910534 2580530 330004 2278258 2019943 258315 1055 1055 4022544 3566457 456087 7494 7494 7139828 6330295 809533 508238 508238 PUBLICATIONS/SUBSCRIPTI 176755 156714 20041 BAD DEBT EXPENSE 132697 132697 MEMBERSHIP FEES 63546 56341 7205 203364 165453 37911 91132309 78565291 12567018 0 200 200 11187402 17287200 6894687 7019834 35871 36566 8523819 9701579 67338930 36436373 31736848 30902557 36793272 42545737 95172099 107493673 9514569 11373358 6644103 6466905 3157196 1945989 94409 165370 19410277 19951622 X 75761822 87542051 75761822 87542051 95172099 107493673 7688629 4091600 0 X X 0 1 X 1 0 X 259827 170506 350334 283263 321963 1385893 68254256 68138382 74793161 79384984 86783563 377354346 1010906 1215250 1787666 2074561 2250893 8339276 69524989 69524138 76931161 81742808 89356419 387079515 380 200 600 1180 14294558 14215417 17398963 19564226 23686627 89159791 14294558 14215797 17399163 19564826 23686627 89160971 297918544 5813661 5739898 6360325 7074292 7093417 32081593 184885 0 0 4496 54756 244137 5998546 5739898 6360325 7078788 7148173 32325730 75523535 75264036 83291486 88821596 96504592 419405245 0.71030 0.72410 0.07710 0.07810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 146572 1 11899 0 1 159276 1 311407 0 629154 0 PART II-B, LINE 1: 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 REASONABLE PERCENTAGE ESTIMATES OF THE AMOUNT OF TIME INVOLVED 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. 2045650 2045650 22765261 10010073 12755188 4717228 3096842 1620386 37810791 23329458 14481333 30902557 CAPITAL LEASE OBLIGATIONS 165370 165370 X PART X, LINE 2: 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 THEFORM 990-T, AS REQUIRED. TASB SERVICES THAT HAVE THE POTENTIAL TO GENERATE UNRELATED BUSINESS INCOME, INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING ACTIVITIES WITH OTHER EDUCATIONALLY FOCUSED ENTITIES, NONPROFIT ORGANIZATIONS, AND OTHERS: COOPERATIVE PURCHASING; ONLINE DISTRIBUTION AND MANAGEMENT OF MEETING MATERIALS; PRINTING SERVICES; VARIOUS CONTRACTED SERVICES; SOFTWARE LICENSING AND DATA SHARING; WIRELESS INFRASTRUCTURE EXCLUSIVE PROVIDER PROGRAM; EXPANDED ENVIRONMENTAL AND FACILITY PLANNING SERVICES; AND OTHER ANNUAL SERVICE SUBSCRIPTIONS AND FEE-BASED SERVICES. FOR THE YEAR ENDED AUGUST 31, 2024, TASB RECORDED $1,699 IN INCOME TAX EXPENSE ON NET UNRELATED BUSINESS INCOME, WHICH IS INCLUDED WITH OTHER OPERATING EXPENSES IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES. FOR THE YEAR ENDED AUGUST 31, 2023, TASB RECORDED NO INCOME TAX EXPENSE ON UNRELATED BUSINESS INCOME ACTIVITY. 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: TASB MADE NO ESTIMATED TAX PAYMENTS DURING FISCAL YEAR 2023-24 DUE TO A CREDIT BALANCE ON TASB'S ACCOUNT WITH THE IRS. TASB RECORDED $1,699 IN INCOME TAX EXPENSE IN FISCAL YEAR 2023-24 RELATED TO THE 2022 990-T, WHICH SERVED TO REDUCE THE CREDIT BALANCE. INCOME TAX REPORTED ON THE 2023 990-T TOTALED $14,555 AND WILL SERVE TO FURTHER REDUCE THE CREDIT BALANCE. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES REINSURANCE MEETINGS 11070 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES REINSURANCE MEETINGS 5356 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES BOARDBOOK SUBSCRIPTION FEE REVENUE 0 0 0 0 0 0 16426 0 16426 0 0 0 0 0 0 SCHEDULE F, PART I, LINE 3 TASB SERVES AS PROGRAM ADMINISTRATOR FOR THE TASB RISK MANAGEMENT FUND (FUND). THE FUND PROVIDES RISK POOLING AND ADMINISTRATIVE SERVICES FOR WORKERS' COMPENSATION, PROPERTY, AUTO, LIABILITY, AND UNEMPLOYMENT COMPENSATION EXPOSURES OF ITS MEMBERS. EXPENSES REPORTED ON SCHEDULE F, PART I, LINE 3, CONSIST OF CERTAIN TASB STAFF'S TRAVEL TO LONDON AND BERMUDA FOR MEETINGS WITH REINSURANCE BROKERS REGARDING PROCUREMENT OF SUPPLEMENTAL COVERAGE TO ASSURE THE FUND'S RISKS ARE MANAGED APPROPRIATELY. TASB DOES NOT CONDUCT OTHER BUSINESS, HOLD OFFICES, OR PROVIDE SERVICES IN FOREIGN REGIONS, EXCEPT HAVING REVENUE FROM ONE BOARDBOOK SUBSCRIPTION IN CANADA. PART I, LINE 3, COLUMN F METHOD USED TO REPORT TOTAL EXPENDITURES IS THE ACCRUAL METHOD OF ACCOUNTING. 1 TEXAS CAUCUS OF BLACK SCHOOL BOARD MEMBERS PO BOX 15136 HOUSTON TX 77220 760481213 501(C)(3) 25000 0 CONTRIBUTION TO SCHOLARSHIP PROGRAM MEXICAN AMERICAN SCHOOL BOARD ASSOCIATION PO BOX 474 AUSTIN TX 78767 741781068 501(C)(3) 25000 0 CONTRIBUTION TO SCHOLARSHIP PROGRAM TA BROWN ELEMENTARY SCHOOL 7801 GUADALUPE STREET AUSTIN TX 78752 115 12000 0 GENERAL SUPPORT NORTHSIDE ISD - BEXAR COUNTY 5900 EVERS RD SAN ANTONIO TX 76022 115 10000 0 2024 JAMES B CROW AWARD 4 0 2024 STUDENT VOICE SCHOLARSHIPS 5 7500 PART I, LINE 2: TASB PROVIDED ASSISTANCE TO SEVERAL ORGANIZATIONS DURING FISCAL YEAR 2023-24 IN THE FORM OF CONTRIBUTIONS, INCLUDING THE FOUR ORGANIZATIONS REPORTED ON SCHEDULE I. (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 ELEMENTARY SCHOOL. 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. (3) NORTHSIDE ISD - BEXAR COUNTY INDEPENDENT SCHOOL DISTRICT WAS THE BENEFICIARY OF THE JAMES B. CROW INNOVATION IN GOVERNANCE AWARD. PART III, LINE 1 TASB AWARDED STUDENT VOICE SCHOLARSHIPS TO FIVE INDIVIDUALS IN CONJUNCTION WITH ITS ANNUAL GOVERNANCE CAMP EVENT. X 1 1 X X X X 0 1 0 0 0 1 0 1 0 DAN TROXELL PHD EXECUTIVE DIRECTOR 356162 0 35311 0 46215 0 58000 0 33736 0 529424 0 0 0 WILLIAM MASTRODICASA FIRST PUBLIC MANAGING DIRECTOR 308771 0 42240 0 44201 0 58000 0 41332 0 494544 0 0 0 MARY BARRETT ASSOCIATE EXECUTIVE DIRECTOR 261915 0 14661 0 104575 0 42478 0 35471 0 459100 0 50000 0 JOY BASKIN ASSOCIATE EXECUTIVE DIRECTOR 190297 0 12661 0 97516 0 35833 0 39393 0 375700 0 50000 0 STEVEN MCARTHUR CHIEF FINANCIAL OFFICER 278166 0 14661 0 17788 0 31433 0 27296 0 369344 0 0 0 HIAWATHA FRANKS RMS CLAIMS OFFICER 199169 0 15661 0 102474 0 35658 0 15175 0 368137 0 50000 0 CAROLYN COUNCE ASSOCIATE EXECUTIVE DIRECTOR 183879 0 12661 0 105139 0 33958 0 31492 0 367129 0 50000 0 TIFFANY DUNNE-OLDFIELD DEPUTY EXECUTIVE DIRECTOR 266398 0 20661 0 39941 0 22884 0 15046 0 364930 0 0 0 GROVER CAMPBELL ASSOCIATE EXECUTIVE DIRECTOR 247602 0 14661 0 60936 0 39709 0 999 0 363907 0 25000 0 SEDORA JEFFERSON CHIEF CORPORATE COUNSEL 247755 0 14661 0 44294 0 35602 0 13135 0 355447 0 0 0 KATHRYN WETZEL ASSOCIATE EXECUTIVE DIRECTOR 215123 0 9661 0 33472 0 25089 0 40492 0 323837 0 0 0 BRIAN BOLINGER ASSOCIATE EXECUTIVE DIRECTOR 192802 0 11657 0 34915 0 22919 0 37331 0 299624 0 0 0 DAWN MCMURTREY FINANCE & MEMBER SUPPORT OFFICER 173873 0 15653 0 12086 0 29536 0 29894 0 261042 0 0 0 TRENT TOON FIRST PUBLIC DIRECTOR OF OPERATIONS 176578 0 14431 0 21604 0 20212 0 24244 0 257069 0 0 0 ROBERT LONG DIVISION DIRECTOR BOARD DEV SVCS 179664 0 10653 0 11234 0 3338 0 36498 0 241387 0 0 0 LAURIE VONDERSAAR DATA OFFICER 186433 0 10653 0 12962 0 10000 0 850 0 220898 0 0 0 PART I, LINE 1A REIMBURSEMENT FOR SOCIAL CLUB DUES IS RECEIVED BY ONE EMPLOYEE, GROVER CAMPBELL. REIMBURSEMENT IS TREATED AS TAXABLE INCOME AND IS AUTHORIZED BY THE EXECUTIVE DIRECTOR BASED ON BUSINESS NECESSITY. PART I, LINE 4B ELEVEN EMPLOYEES PARTICIPATE IN THE 457(F) PLAN, AN INCENTIVE RETENTION BENEFIT OFFERED TO CERTAIN KEY EMPLOYEES THAT ACCRUES OVER TIME. IN 2023, THERE WERE CONTRIBUTIONS TO THE PLAN FOR THE FOLLOWING EMPLOYEES REPORTED ON SCHEDULE J: CAROLYN COUNCE ($13,333) DAN TROXELL ($25,000) DAWN MCMURTREY ($10,000) GROVER CAMPBELL ($12,500) HIAWATHA FRANKS ($13,333) JOY BASKIN ($13,333) MARY BARRETT ($13,333) TIFFANY DUNNE-OLDFIELD ($4,167) SEDORA JEFFERSON ($10,000) STEVEN MCARTHUR ($10,000) WILLIAM MASTRODICASA ($25,000) 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. 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 OVER 800 TEXAS AND 830 OUT-OF-STATE GOVERNMENTAL ENTITIES SUBSCRIBING TO BOARDBOOK DURING FISCAL YEAR 2023-24. 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 21 SEARCHES DURING FISCAL YEAR 2023-24. X. TASB EVENTS IS COMMITTED TO ENHANCING THE EFFECTIVENESS OF TEXAS PUBLIC SCHOOL LEADERSHIP TEAMS THROUGH THE PROVISION OF TRAINING OPPORTUNITIES. MAJOR CONFERENCES HELD INCLUDE TXEDCON, HOSTED JOINTLY WITH ANOTHER NON-PROFIT ASSOCIATION, GOVERNANCE CAMP, AND SUMMER LEADERSHIP INSTITUTE. THESE TRAINING OPPORTUNITIES SUPPORT PUBLIC SCHOOLS AND RELATED ENTITIES, AND LESSEN THE BURDENS OF GOVERNMENT. DURING FISCAL YEAR 2023-24, TASB EVENTS PROVIDED TRAINING TO ALMOST 7,000 CONFERENCE ATTENDEES. XI. OTHER REVENUE INCLUDES, BUT IS NOT LIMITED TO, REVENUE GENERATED THROUGH LEGISLATIVE UPDATE SEMINARS, ADMINISTRATIVE PROFESSIONALS CONFERENCES, SALES OF VARIOUS TASB PRODUCTS AND PUBLICATIONS, AND PRINTING SERVICES. 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 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 2023 IRS FORM 990. FORM 990, PART VI, SECTION A, LINE 1A 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 4 IN SEPTEMBER 2023, THE ORGANIZATION'S DELEGATE ASSEMBLY APPROVED TWO CHANGES TO THE ORGANIZATION'S BYLAWS IN REGARD TO ELIGIBILITY TO SERVE ON THE BOARD OF DIRECTORS THAT COULD BE CONSIDERED SIGNIFICANT: (1) ADDED AN 18-MONTH MINIMUM LOCAL BOARD SERVICE REQUIREMENT FOR ELIGIBILITY TO SEEK ELECTION TO THE ORGANIZATION'S BOARD OF DIRECTORS AND (2) ADDRESSED VACANCIES ON THE BOARD OF DIRECTORS IN SITUATIONS WHERE THE POWERS AND DUTIES OF A MEMBER'S CONVENTIONAL SCHOOL BOARD ARE SUSPENDED TEMPORARILY BY THE STATE. 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 2024, 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 ALL FUNDS OPERATING EXPENSES LESS DEBT SERVICE AND CAPITAL OUTLAYS. MEMBERSHIP IN TASB IS VOLUNTARY AND GENERALLY PROVIDES THE FOLLOWING: NONPARTISAN ADVOCACY AT THE STATE AND NATIONAL LEVEL (EXCEPT FOR REGIONAL EDUCATION SERVICE CENTERS), LEGAL ASSISTANCE FROM KNOWLEDGEABLE ATTORNEYS, INFORMATIONAL RESOURCES, BOARD TRAINING (INCLUDING TRACKING CONTINUING EDUCATION CREDITS), SUBSCRIPTION TO TASB'S 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 E-MAIL 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. PART VI, SECTION A, LINE 1A IN ACCORDANCE WITH TASB BYLAWS, FOR 2023-24, THE BOARD CONSISTED OF 44 MEMBERS, SUBJECT TO VACANCIES. BECAUSE OF TWO VACANCIES, BOARD MEMBERSHIP CONSISTED OF 42 MEMBERS AS OF AUGUST 31, 2024. 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. 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 AN ESSENTIAL GOVERNMENTAL FUNCTION 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 FIVE 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 ELECTRICITY PROVIDER FOR THE USE OF TASB'S NAMES AND LOGOS. 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. FIRST PUBLIC LLC 12007 RESEARCH BLVD AUSTIN TX 78759 742275519 INVESTMENT MANAGEMENT TX 10006101 4836092 TEXAS ASSOCIATION OF SCHOOL BOARDS INC