2025-11-12T20:28:22-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 362210015 NATIONAL SCHOOL BOARDS ASSOCIATION NATI 7038386722 1680 DUKE STREET 2ND FLOOR ALEXANDRIA VA 22314 MCCOTTER-JACOBS VERJEANA C EXECUTIVE DIRECTOR AND CEO 7038386722 2025-11-12 1 1 ERIN CRANMER P01712644 2023319880 2025-11-10 2024 2025-03-06 01:10:19Z MCCOTTER-JACOBS VERJEANA 1680 DUKE STREET 2ND FLOOR ALEXANDRIA VA 22314 10807015 0 X WWW.NSBA.ORG X 1949 IL THE PREMIER ADVOCATE FOR PUBLIC EDUCATION. 18 18 27 0 13213 0 0 1139426 7707796 8812572 676 -28908 1019138 854009 8727610 10777099 0 0 0 0 4263855 3661828 0 0 0 7946061 6551140 12209916 10212968 -3482306 564131 9830467 5323786 19640360 12316664 -9809893 -6992878 WORKING WITH AND THROUGH OUR STATE ASSOCIATIONS, NSBA ADVOCATES FOR EQUITY AND EXCELLENCE IN PUBLIC EDUCATION THROUGH SCHOOL BOARD LEADERSHIP. 0 0 4798185 8034583 DISTRICT AND INDIVIDUAL SERVICES - NSBA PROVIDES SUPPORT, RESOURCES, EDUCATION AND MATERIALS FOR LOCAL SCHOOL DISTRICTS THAT ARE DIRECTLY INVOLVED IN NSBA PROGRAMS SUCH AS NATIONAL CONNECTION, COUNCIL OF URBAN BOARDS OF EDUCATION, COUNCIL OF SCHOOL ATTORNEYS, NATIONAL BLACK COUNCIL, NATIONAL HISPANIC COUNCIL, AND AMERICAN INDIAN ALASKA NATIVE COUNCIL. 3978379 764776 ADVOCACY AND MEMBERSHIP SERVICES - NSBA PROVIDES SUPPORT, RESOURCES, EDUCATION AND MATERIALS FOR ITS 49 STATE ASSOCIATION MEMBERS. NSBA'S ADVOCACY OFFICE CONSISTS OF THREE PILLARS - FEDERAL ADVOCACY, LEGAL ADVOCACY AND PUBLIC ADVOCACY. NSBA REPRESENTS THE INTERESTS OF THE NATION'S 90,000 LOCAL SCHOOL BOARD MEMBERS BEFORE CONGRESS, FEDERAL COURTS AND THE PUBLIC. 8776564 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 52 0 1 27 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X THE ORGANIZATION 7038386722 1680 DUKE STREET 2ND FLOOR ALEXANDRIA VA 22314 DONALD R HUBLER PRESIDENT 5.00 X X 0 0 0 SAMI-AL-ABDRABBUH REGIONAL DIRECTOR - PACIFI 2.00 X 0 0 0 BECKY FLES REGIONAL DIRECTOR - NE REG 2.00 X 0 0 0 FLOR DIAZ SMITH DIRECTOR - EASTERN 2.00 X 0 0 0 MARVYN JARAMILLO DIRECTOR - CENTRAL 2.00 X 0 0 0 MATTHEW RUSSELL SHOWALTER REGIONAL DIRECTOR - CENTRA 2.00 X 0 0 0 PETER HOEPFNER REGIONAL DIRECTOR - PACIFI 2.00 X 0 0 0 KRISTI SWETT IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 MARNIE J MARALDO REGIONAL DIRECTOR - PACIFI 2.00 X 0 0 0 DEVIN SHEEHAN PRESIDENT-ELECT 2.00 X X 0 0 0 LEONARD LOCKHART DIRECTOR - EASTERN 2.00 X 0 0 0 ERIC STROEDER REGIONAL DIRECTOR - CENTRAL REGION 2.00 X 0 0 0 LYDIA TEDONE REGIONAL DIRECTOR - NE REG 2.00 X 0 0 0 GILL GARRET EX OFFICIO VOTING DIRECTOR 2.00 X 0 0 0 MICHAEL JAIME EX OFFICIO VOTING DIRECTOR 2.00 X 0 0 0 MILDRED LEFEBVRE EX OFFICIO VOTING DIRECTOR 2.00 X 0 0 0 STEVEN BAILEY EX OFFICIO VOTING DIRECTOR 2.00 X 0 0 0 STEVE CORONA SECRETARY TREASURER 5.00 X X 0 0 0 MCCOTTER-JACOBS VERJEANA CAROL EXECUTIVE DIRECTOR AND CEO 35.00 2.00 X 406366 0 30846 HEIM JOHN EXECUTIVE DIRECTOR & CEO (THRU JAN 2024 35.00 X 45919 0 3214 AMELGA LIYA CHIEF OF STAFF 35.00 X 227855 0 24435 AMOS JASON DIRECTOR OF COMMUNICATIONS 35.00 X 132405 0 9974 LUSTIG ADAM MANAGING DIRECTOR, EQUITY 35.00 X 153557 0 11455 CARTER TAMMY SENIOR DIRECTOR, LEGAL SER 35.00 X 150153 0 48379 CARTY VALARIE MANAGING DIRECTOR, MEMBERS 35.00 X 177937 0 22383 1294192 0 150686 8 0 1 0 ENCORE 5100 N RIVER ROAD SUITE 300 SCHILLAR PARK IL 60176 A/V SERVICES FOR ANNUAL CONFERENCES 822164 MGM RESORTS INTERNATIONAL PO BOX 748137 LOS ANGELES CA 90074 VENUE FOR CONFERENCE RELATED EXPENSES RE 558084 RSM US PRODUCT SALES LLC 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 ACCOUNTING/HR SERVICES 387649 MARRIOTT MARQUIS - DC 901 MASSACHUSETTS AVE NW WASHINGTON DC 20001 VENUE FOR CONFERENCE RELATED EXPENSES RE 281696 FREEMAN PO BOX 734596 DALLAS TX 75373 SERVICES FOR ANNUAL CONFERENCES 221485 11 1139426 1139426 DUES AND FEES 900099 4088551 4088551 ANNUAL CONFERENCE 900099 3359766 3359766 SPONSORSHIPS 900099 652644 652644 MEETINGS 900099 586266 586266 OTHER PROGRAM REVENUE 900099 90236 90236 35109 21896 13213 8812572 1008 1008 42018 42018 29916 -29916 -29916 -29916 GAIN ON PREVIOUS BUILDING SALE 900099 811991 811991 811991 10777099 8799359 13213 825101 X 486345 309875 176470 1985775 1166329 819446 90368 45426 44942 843326 702633 140693 256014 108879 147135 515262 -550 515812 1320022 812604 507418 60289 37669 22620 182897 98621 84276 505780 505780 191622 137975 53647 1778297 1744202 34095 348890 348890 128877 128877 EQUIPMENT RENTAL 1060494 1004760 55734 OTHER 157070 67127 89943 DUES AND SUBSCRIPTIONS 110795 18527 92268 TEMPORARY HELP 78750 78750 112095 2443737 -2331642 10212968 8776564 1436404 0 1331031 882852 113326 784238 272900 610944 2191985 1862540 708251 329445 7404959 2716307 9830467 5323786 667073 1526412 2675165 2294584 16298122 8495668 19640360 12316664 X -9815580 -8058191 5687 1065313 -9809893 -6992878 9830467 5323786 X 564131 2252884 X X 0 1 X 1 0 X 160887 1307885 1281615 0 1139426 3889813 13139399 9901203 11017071 7823658 8799359 50680690 470550 358900 672635 81463 13213 1596761 13770836 11567988 12971321 7905121 9951998 56167264 0 0 0 56167264 414018 563573 551785 43026 1572402 414018 563573 551785 43026 1572402 71822 78604 46732 197158 14256676 12210165 13569838 7905121 9995024 57936824 0.96950 0.96660 0.02710 0.02950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 0 0 PART II-B, LINE 1: NSBA LOBBIES FOR EDUCATIONAL POLICY ISSUES AFFECTING SCHOOL BOARD MEMBERS AND LOCAL GOVERNANCE. 741801 713702 28099 1450184 1148838 301346 329445 SECURITY DEPOSITS 209593 DEFERRED COMPENSATION PLAN INVESTMENTS 185764 OPERATING LEASE ROU ASSET 2291929 ROU ASSET - FINANCE 29021 2716307 ACCRUED PENSION LIABILITY 5145053 DEFERRED COMPENSATION PLAN LIABILITY 185764 DEFERRED GAIN ON SALE OF BUILDING 270663 LEASE LIABILITY 2894188 8495668 X PART X, LINE 2: MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE ASSOCIATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2021. X 1 1 X 0 0 0 0 0 0 0 1 0 MCCOTTER-JACOBS VERJEANA CAROL EXECUTIVE DIRECTOR AND CEO 406366 0 0 0 0 0 28446 0 2400 0 437212 0 0 0 AMELGA LIYA CHIEF OF STAFF 227855 0 0 0 0 0 15950 0 8485 0 252290 0 0 0 CARTY VALARIE MANAGING DIRECTOR, MEMBERS 177937 0 0 0 0 0 12456 0 9927 0 200320 0 0 0 CARTER TAMMY SENIOR DIRECTOR, LEGAL SER 150153 0 0 0 0 0 10511 0 37868 0 198532 0 0 0 LUSTIG ADAM MANAGING DIRECTOR, EQUITY 153557 0 0 0 0 0 10749 0 706 0 165012 0 0 0 PART I, LINE 1A SPOUSE TRAVEL FOR CERTAIN EVENTS IS PROVIDED FOR THE PRESIDENT PART I, LINE 7 PROVISION IS MADE IN THE ORGANIZATION'S EMPLOYMENT CONTRACT WITH ITS CEO THAT THE GOVERNING BOARD MAY AWARD AN ANNUAL BONUS BASED ON PERFORMANCE SUCCESS. PERFORMANCE AND/OR RETENTION BONUSES FOR OTHERS MAY BE MADE BASED ON ESTABLISHED COMPENSATION CRITERIA. OTHER KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES WERE AWARDED PERFORMANCE BONUSES AS DETAILED IN COLUMN (B)(II) OF PART II OF SCHEDULE J. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS INCLUDE 49 STATE ASSOCIATIONS FORM 990, PART VI, SECTION A, LINE 7A ASSOCIATION MEMBERS, STATE ASSOCIATIONS OF SCHOOL BOARDS, AND THEIR DELEGATE ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE CONSTITUTION AND BYLAWS OF NSBA MUST BE AMENDED BY A TWO-THIRDS VOTE OF THE MEMBERS PRESENT AND VOTING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS INITIALLY REVIEWED IN DETAIL BY THE ORGANIZATION'S ACCOUNTING DEPARTMENT AND MANAGEMENT. FURTHERMORE, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE, A COPY OF THE FORM 990 WAS PROVIDED TO ALL NSBA BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH NEW TERM YEAR, ALL BOARD MEMBERS AND OFFICERS SIGN THE CONFLICT OF INTEREST POLICY. IF THERE IS ANY REAL OR POTENTIAL CONFLICT, THE EXECUTIVE COMMITTEE WILL RESOLVE SUCH CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, NSBA USES BENCHMARKS TO DETERMINE APPROPRIATE COMPENSATION. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DISCUSSED AND DETERMINED BY THE BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 812,604. MANAGEMENT AND GENERAL EXPENSES 507,418. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,320,022. FORM 990, PART XI, LINE 9: DEFINED BENEFIT PENSION PLAN CHANGES 4,044,417. OTHER COMPONENTS OF NET PERIODIC PENSION COST -1,791,533. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NATIONAL SCHOOL BOARDS ACTION CENTER 1680 DUKE STREET 2ND FLOOR ALEXANDRIA VA 22314 454913266 TO CARRY OUT THE SOCIAL WELFARE OBJECTIVES OF THE NSBA VA 501(C)(4) NATIONAL SCHOOL BOARDS ASSOCIATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 NATIONAL SCHOOL BOARDS ACTION CENTER Q 30500 ACTUAL COSTS INCURRED NATIONAL SCHOOL BOARDS ACTION CENTER S 113504 ACTUAL CASH RECEIVED