2017-05-15T12:49:07-05:00 2016-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2015-07-01 362210015 NATIONAL SCHOOL BOARDS ASSOCIATION NATI 7038386722 1680 DUKE STREET NO 2ND FL ALEXANDRIA VA 22314 THOMAS J GENTZEL EXECUTIVE DIRECTOR 7038386722 2017-05-15 1 JOANN WOODSON P01293745 2023319880 2015 2021-01-29 14:40:06Z THOMAS J GENTZEL 1680 DUKE STREET NO 2ND FL ALEXANDRIA VA 22314 18972082 0 X WWW.NSBA.ORG X 1949 IL THE PREMIER ADVOCATE FOR PUBLIC EDUCATION. 22 18 91 0 566197 0 6309 205830 17163342 17402376 597755 -144346 396840 1363064 18164246 18826924 0 0 0 0 10645365 9841041 0 0 0 7736329 8404634 18381694 18245675 -217448 581249 3074137 5599183 22037625 27688916 -18963488 -22089733 X WORKING WITH AND THROUGH OUR STATE ASSOCIATIONS, NSBA ADVOCATES FOR EQUITY AND EXCELLENCE IN PUBLIC EDUCATION THROUGH SCHOOL BOARD LEADERSHIP. 0 0 5859230 COMMUNICATIONS AND PUBLIC AFFAIRS - NSBA ADVOCATES FOR PUBLIC EDUCATION THROUGH IT'S FEDERAL ADVOCACY, LEGAL ADVOCACY THROUGH AMICUS BRIEFS AND PUBLIC ADVOCACY CAMPAIGNS. IN ADDITION, THE CENTER FOR PUBLIC EDUCATION RESEARCHES ISSUES IMPORTANT TO SCHOOL BOARD MEMBERS AND THE EDUCATION COMMUNITY AT LARGE. 4017536 9461140 MEMBERSHIP AND DISTRICT SERVICES - NSBA PROVIDES SUPPORT, RESOURCES, EDUCATION AND MATERIALS FOR ITS 49 STATE ASSOCIATION MEMBERS AND LOCAL SCHOOL DISTRICTS THAT ARE DIRECTLY INVOLVED IN NSBA PROGRAMS SUCH AS NATIONAL CONNECTION, COUNCIL OF URBAN BOARDS OF EDUCATION, COUNCIL OF SCHOOL ATTORNEYS AND THE TECHNOLOGY LEADERSHIP NETWORK. 3533322 6583436 CONFERENCE AND MEETINGS - NSBA'S ANNUAL CONFERENCE AND EXPOSITION IS THE ONLY NATIONAL EVENT FOR SCHOOL BOARD LEADERS AND ADMINISTRATORS. ATTENDEES BENEFIT FROM EDUCATIONAL PROGRAMMING, NETWORKING AND AN EXHIBIT HALL SHOWCASING THE LATEST EDUCATIONAL PRODUCTS AND SERVICES FROM OUR VENDORS. 968329 267674 PUBLICATIONS - THE AMERICAN SCHOOL BOARD JOURNAL IS NSBA'S AWARD WINNING MAGAZINE DELIVERING NEWS AND INFORMATION EFFECTING K-12 EDUCATION ISSUES. 968329 267674 14378417 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 70 0 1 91 1 1 1 0 0 0 0 0 0 0 0 0 X 22 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X HEATHER S DEAN 7038386724 1680 DUKE STREET FLOOR 2 ALEXANDRIA VA 22307 JOHN D TUTTLE PRESIDENT/IMMEDIATE PAST PRES(EFFECTIVE 3/16) 5.00 X X 29381 0 0 MIRANDA A BEARD PRESIDENT (EFFECTIVE 4/16) 5.00 X X 10000 0 0 KEVIN E CIAK PRESIDENT-ELECT (EFFECTIVE 4/16) 5.00 X X 5000 0 0 ANNE M BYRNE IMMEDIATE PAST PRES(THROUGH 3/16) 1.00 X 6631 0 0 VAN HENRI WHITE EX OFFICIO VOTING DIRECTOR (THROUGH MARCH 2016) 1.00 X 0 0 0 ELLIS ALEXANDER EX OFFICIO VOTING DIRECTOR (THROUGH 3/16) 1.00 X 0 0 0 LILLIAN TAFOYA EX OFFICIO VOTING DIRECTOR 1.00 X 0 0 0 JOHN S PAYNE CENTRAL REG DIRECTOR 1.00 X 0 0 0 TIMOTHY R SIVERTSON CENTRAL REG DIRECTOR (THROUGH 3/16) 1.00 X 0 0 0 CHARLIE WILSON CENTRAL REG DIRECTOR 1.00 X 0 0 0 KRISTIN MALIN NORTHEAST REG DIRECTOR(THROUGH 3/16) 1.00 X 0 0 0 JACOB R OLIVEIRA NORTHEAST REG DIRECTOR 1.00 X 0 0 0 LYDIA TEDONE NORTHEAST REG DIRECTOR 1.00 X 0 0 0 FRANK C PUGH DIRECTOR/SECRETARY-TREASURER(EFF 4/16) 1.00 X 0 0 0 ANNE RITTER PACIFIC REG DIRECTOR (THROUGH 3/16) 1.00 X 0 0 0 JODEE SUNDBERG PACIFIC REGION DIRECTOR 1.00 X 0 0 0 ROBERT F ALVEY JR SOUTHERN REGION DIRECTOR 1.00 X 0 0 0 BETH BRANHAM SOUTHERN REGION DIRECTOR 1.00 X 0 0 0 VIOLA M GARCIA SOUTHERN REGION DIRECTOR 1.00 X 0 0 0 FRANK S HENDERSON JR WESTERN REGION DIRECTOR 1.00 X 0 0 0 NEIL PUTNAM WESTERN REGION DIRECTOR 1.00 X 0 0 0 BARBARA M RILEY WESTERN REGION DIRECTOR 1.00 X 0 0 0 DONALD R HUBLER CENTRAL REG DIRECTOR (EFF 4/16) 1.00 X 0 0 0 TIFFANY JACKSON PACIFIC REG DIRECTOR (EFF 4/16) 1.00 X 0 0 0 JESUS RUBALCAVA PACIFIC REG DIRECTOR (EFF 4/16) 1.00 X 0 0 0 NANDI SEKOU ESQ NORTHEAST REG DIRECT (EFF 4/16) 1.00 X 0 0 0 VERJEANA JACOBS ESQ EX OFFICIO VOTING DIRECTOR 1.00 X 0 0 0 DR EMMA TURNER EX OFFICIO VOTING DIRECTOR 1.00 X 0 0 0 THOMAS J GENTZEL EXECUTIVE DIRECTOR 33.00 2.00 X 355607 0 31944 HEATHER DEAN A.E.D., FIN & ADMIN 34.00 1.00 X 170693 0 17486 MICHAEL ZOLA A.E.D., FED ADVOCACY & PUB POLICY 33.00 2.00 X 235210 0 8462 MARIE BILIK DEPUTY EXECUTIVE DIRECTOR 35.00 X 240831 0 19637 FRANCISCO M NEGRON JR GENERAL COUNSEL/A.E.D, LEG 35.00 X 194681 0 36965 JAAN TALVET DIRECTOR, INFORMATION TECH 35.00 X 140200 0 20161 NAOMI E GITTINS DEPUTY GENERAL COUNSEL 35.00 X 143636 0 26874 ROBIN PRESTON A.E.D. CONF, MTGS & CUST SVC 35.00 X 138940 0 17433 PAMELA RENEE SAUNDERS DIRECTOR, HUMAN RESOURCES 35.00 X 132073 0 16082 LUCY GETTMAN DEPUTY A.E.D., FED ADVOCACY & PUB POLICY 35.00 X 144109 0 14264 1946992 0 209308 22 0 1 0 TECH PO BOX 29048 GLENDALE CA 912099048 STAFFING SERVICES 272451 VIDEO WEST INC 570 WEST SOUTHERN AVENUE TEMPE AZ 85282 CONFERENCE AUDIO VISUAL & LABOR 217500 FREEMAN PO BOX 650036 DALLAS TX 752650036 ANNUAL CONFERENCE/EXPO DECORATIONS 207451 STEWART TRANSPORTATION SOLUTIONS INC 2814 COLUMBINE PLACE NASHVILLE TN 372043104 TRANSPORTATION (DURING ANNUAL CONFERENCE 178345 DBI ARCHITECTS INC 1707 L ST NW SUITE 800 WASHINGTON DC 20036 ARCHITECURAL SERVICES 166849 10 205000 830 205830 DUES AND FEES 900099 9461140 9461140 ANNUAL CONFERENCE 900099 5706782 5485581 97658 123543 MEETINGS 900099 1097855 1097855 PUBLICATIONS 900099 743784 267674 468539 7571 EVENT SPONSORSHIPS 900099 392815 392815 17402376 812 812 118259 118259 39277 0 39277 39277 39277 145158 -145158 -145158 -145158 GAIN ON PREVIOUS SALE 900099 811991 811991 REIMBURSED EXPENSES 541610 234775 234775 OTHER REVENUE 900099 158762 158762 1205528 18826924 16312250 566197 1742647 X 1395587 584398 811189 5815500 4319173 1496327 1571922 1184269 387653 582013 395466 186547 476019 324629 151390 105918 5028 100890 2744714 2102001 642713 1251885 836961 414924 1133040 204036 929004 740140 427928 312212 896565 818907 77658 469634 469634 517687 517687 97840 17456 80384 MAGAZINE EXPENSES 123953 123953 SALES COMMISSIONS 43513 43513 TAXES 34646 34646 OVERHEAD ALLOCATED -49771 2407622 -2457393 294870 113443 181427 18245675 14378417 3867258 0 618036 1573228 286139 395381 468652 297322 4541057 1824962 1060468 2716095 640842 617157 3074137 5599183 634217 930811 3702595 3630995 10865 0 17689948 23127110 22037625 27688916 X -19051008 -22094258 87520 4525 -18963488 -22089733 3074137 5599183 X 581249 -3707494 X 0 1 X 1 0 X 596488 305492 533405 6309 205830 1647524 19095073 17888975 18361859 16320977 16312250 87979134 630445 523929 1154374 19691561 18194467 18895264 16957731 17042009 90781032 0 0 0 90781032 417255 490895 115795 101919 158348 1284212 417255 490895 115795 101919 158348 1284212 128753 154559 21288 295297 393537 993434 20237569 18839921 19032347 17354947 17593894 93058678 0.97550 0.97380 0.01380 0.02050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 39333 1 1191 0 1 69681 1 394880 0 505085 0 PART II-B, LINE 1: NSBA LOBBIES FOR EDUCATIONAL POLICY ISSUES AFFECTING SCHOOL BOARD MEMBERS AND LOCAL GOVERNANCE. 0 0 1809679 150968 1658711 1309661 572211 737450 1421717 1101783 319934 2716095 CASH SURRENDER VALUE OF LIFE INSURANCE 200000 DUE FROM NSBAC 36742 SECURITY DEPOSITS 209593 DEFERRED COMPENSATION PLAN ASSETS (457B PLAN) 170822 617157 ACCRUED PENSION LIABILITY 14298481 CAPITAL LEASE OBLIGATION 45049 DEFERRED RENT 1439229 SECURITY DEPOSITS HELD 941 DEFERRED COMPENSATION PLAN LIABILITY 170822 DEFERRED GAIN ON SALE OF BUILDING 7172588 23127110 X 25912830 725471 6360435 7085906 18826924 0 18826924 26536034 725471 7564888 8290359 18245675 0 18245675 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 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: AUDITED FINANCIALS COVERED THE PERIOD 7/1/15 - 12/31/16. REVENUES FOR SIX MONTHS ENDED 12/31/16 6,360,435. PART XII, LINE 2D - OTHER ADJUSTMENTS: AUDITED FINANCIALS COVERED THE PERIOD 7/1/15 - 12/31/16. EXPENSES FOR SIX MONTHS ENDED 12/31/16 7,564,888. X 1 1 X 0 0 0 0 0 0 0 0 0 THOMAS J GENTZEL EXECUTIVE DIRECTOR 355607 0 0 0 0 0 21193 0 10751 0 387551 0 0 0 HEATHER DEAN A.E.D., FIN & ADMIN 165693 0 5000 0 0 0 11929 0 5557 0 188179 0 0 0 MICHAEL ZOLA A.E.D., FED ADVOCACY & PUB POLICY 235210 0 0 0 0 0 8462 0 0 0 243672 0 0 0 MARIE BILIK DEPUTY EXECUTIVE DIRECTOR 240831 0 0 0 0 0 19235 0 402 0 260468 0 0 0 FRANCISCO M NEGRON JR GENERAL COUNSEL/A.E.D, LEG 194681 0 0 0 0 0 21839 0 15126 0 231646 0 0 0 JAAN TALVET DIRECTOR, INFORMATION TECH 138200 0 2000 0 0 0 9410 0 10751 0 160361 0 0 0 NAOMI E GITTINS DEPUTY GENERAL COUNSEL 143636 0 0 0 0 0 21317 0 5557 0 170510 0 0 0 ROBIN PRESTON A.E.D. CONF, MTGS & CUST SVC 138940 0 0 0 0 0 17433 0 0 0 156373 0 0 0 LUCY GETTMAN DEPUTY A.E.D., FED ADVOCACY & PUB PO 144109 0 0 0 0 0 8707 0 5557 0 158373 0 0 0 PART I, LINE 1A SPOUSE TRAVEL FOR CERTAIN EVENTS IS PROVIDED FOR THE PRESIDENT 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 DELEGATES 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 11 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 NSBA EMPLOYS OUTSIDE COMPENSATION EXPERTS TO ASSESS, ANALYZE AND MAKE MARKET COMPARISONS OF ITS EMPLOYEE POSITIONS, SALARY STRUCTURE AND PAY GRADES. UPON RECEIPT OF AN AUDIT REPORT AND RECOMMENDATIONS, NSBA'S EXECUTIVE OFFICE REVIEWS AND IMPLEMENTS THE CHANGES TO ITS PAY PROGRAM. 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 OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,102,001. MANAGEMENT AND GENERAL EXPENSES 642,713. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,744,714. FORM 990, PART XI, LINE 9: DEFINED BENEFIT PENSION PLAN CHANGES -3,707,494. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 NATIONAL SCHOOL BOARDS ACTION CENTER O 234775 ACTUAL COSTS INCURRED NATIONAL SCHOOL BOARDS ACTION CENTER C 205000 ACTUAL GRANTS RECEIVED