ASSOCIATION OF BOARDING SCHOOLS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF BOARDING SCHOOLS (EIN 52-2206491)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201731359349309258
- Schema version
- 2015v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T15:16:01-04:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383828234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARTER P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 BILTMORE AVE STE 200 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 288013617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522206491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION OF BOARDING SCHOOLS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 8282585354 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH PACK SQUARE STE 301 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER UPHAM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8282585354 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUFUS W DOLLAR | PreparerPersonNm |
| PTIN | P01293995 | PTIN |
| Phone | 8282599900 | PhoneNum |
| Preparation | 2017-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER UPHAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH PACK SQUARE STE 301 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,976,513 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BOARDINGSCHOOLS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTING AWARENESS OF BOARDING SCHOOLS | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 353 | TotalVolunteersCnt |
| Total Gross UBI | $11,135 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,456,683 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,615,895 | CYProgramServiceRevenueAmt |
| PY Investment Income | $56,040 | PYInvestmentIncomeAmt |
| CY Investment Income | -$48,613 | CYInvestmentIncomeAmt |
| PY Other Revenue | $434,205 | PYOtherRevenueAmt |
| CY Other Revenue | $504,533 | CYOtherRevenueAmt |
| PY Total Revenue | $2,946,928 | PYTotalRevenueAmt |
| CY Total Revenue | $3,071,815 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,266,781 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,421,349 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,893,215 | PYOtherExpensesAmt |
| CY Other Expenses | $2,285,730 | CYOtherExpensesAmt |
| PY Total Expenses | $3,159,996 | PYTotalExpensesAmt |
| CY Total Expenses | $3,707,079 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$213,068 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$635,264 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,140,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,317,672 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,017,114 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,827,355 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,123,256 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $490,317 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE AWARENESS AND UNDERSTANDING OF BOARDING SCHOOLS, EXPAND THE APPLICANT POOL FOR MEMBER INSTITUTIONS, AND OFFER TRAINING, RESEARCH, GUIDANCE, AND SUPPORT ON ALL ISSUES PERTAINING TO THE RESIDUAL SCHOOL EXPERIENCE. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $686,762 | ExpenseAmt |
| Desc | THE ASSOCIATION OF BOARDING SCHOOLS ("TABS") PROVIDED A VARIETY OF MARKETING SUPPORT FOR MEMBER SCHOOLS IN ITS EFFORTS TO REACH FAMILIES CONSIDERING BOARDING SCHOOLS. TO THIS END, THE ORGANIZATION MAINTAINS A WEBSITE, BOARDINGSCHOOLS.COM, WHICH IS THE ESSENTIAL ONLINE RESOURCE FOR INFORMATION ABOUT BOARDING SCHOOLS AND BOARDING SCHOOL LIFE, WITH EXCLUSIVE VIDEO CONTENT, NARRATIVE INSIGHTS ON BOARDING SCHOOLS AND WHAT TO EXPECT, AND GUIDANCE ON SCHOOL SELECTION AND THE APPLICATION PROCESS FOR BOTH PARENTS AND STUDENTS. THE WEBSITE ALSO FEATURES A SCHOOL BROWSER THAT ALLOWS VISITORS TO CONDUCT CUSTOM SEARCHES OF BOARDING SCHOOLS BY GEOGRAPHIC DISTANCE, LEAST TO MOST POPULOUS, GENDER RATIO, AND OLDEST TO NEWEST. AN ADDITIONAL GUIDED SEARCH FEATURE ALLOWS USERS TO TARGET MORE CRITERIA SUCH AS COURSES, ARTS, AND ATHLETIC INTERESTS, AND AN ONLINE LIBRARY FEATURES A VARIETY OF RELEVANT RESEARCH AND TIMELY NEWS RELATED TO TABS AND THE BOARDING SCHOOL COMMUNITY. THE ORGANIZATION PUBLISHES A MAGAZINE AND DIRECTORY OF ITS MEMBER SCHOOLS CALLED "NOW BOARDING" THAT IS THE LEADING SOURCE OF INFORMATION ABOUT INDEPENDENT RESIDENTIAL EDUCATION, WITH OVER 30,000 COPIES DISTRIBUTED ANNUALLY WORLDWIDE, AND WHICH IS ALSO AVAILABLE UPON REQUEST FROM ITS WEBSITE. IN ADDITION, TWO REPORTS WERE PUBLISHED FOR MEMBER USE ONLY: "ENROLLMENT AND MIGRATION OF U.S. AND CANADIAN BOARDERS- AND "STUDY OF COLLEGE PROGRESS AND OUTCOMES: FIRST FINDINGS". | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $423,955 | ExpenseAmt |
| Desc | THE ORGANIZATION HOSTS A 3-DAY GLOBAL SYMPOSIUM FOCUSING ON THE INTERNATIONALIZATION OF CURRICULUM AND THE BOARDING COMMUNITY. OTHER WORKSHOPS INCLUDE THE 3-DAY "SCHOOL IN THE BALANCE - RISK MANAGEMENT" FOR BOARDING SCHOOL ADMINISTRATORS; A 3-DAY "THIS IS THE LIFE" BOOT CAMP TO HELP ORIENT BOARDING SCHOOL FACULTY, ADMINISTRATORS, AND STAFF TO THE BOARDING SCHOOL WORKPLACE AND ENVIRONMENT; A 3-DAY "NEW TEACHER ACADEMY", A PRACTICAL HANDS-ON ACADEMY DESIGNED FOR NEW TEACHERS AND THOSE NEW TO BOARDING; TWO COMPREHENSIVE 3-DAY RESIDENTIAL LIFE WORKSHOPS (SUMMER AND WINTER); AND A 3-DAY ADMISSION ACADEMY FOR THOSE NEW TO THE ADMISSION DEPARTMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $438,286 | ExpenseAmt |
| Desc | THE ANNUAL CONFERENCE CONTINUES TO BE THE SINGULAR EDUCATION EVENT FOCUSING EXCLUSIVELY ON THE NEEDS OF BOARDING SCHOOLS ADMINISTRATORS, ADDRESSING LEADERSHIP, ENROLLMENT MANAGEMENT, RESIDENTIAL LIFE PROGRAMMING AND SUPERVISION, ACADEMIC ADMINISTRATION, AND OTHER SELECTED AREAS. THE CONFERENCE OFFERED AN ENVIRONMENT TO LEARN BEST PRACTICES IN FORMAL SETTINGS THROUGH WORKSHOPS, CONCURRENT SESSIONS, AND NATIONALLY RENOWNED KEYNOTE SPEAKERS, AND INFORMALLY THROUGH RECEPTIONS, LUNCHEONS, AND BREAKS, ADDRESSING ISSUES AFFECTING BOARDING SCHOOLS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $939,661 | ExpenseAmt |
| Desc | THE TABS INTERNATIONAL TRAVEL PROGRAM COMPRISES TWO SERIES OF BOARDING SCHOOL FAIRS - ONE IN THE FALL SPANNING NINE CITIES IN ASIA AND THE OTHER IN THE SPRING SPANNING SIX CITIES IN LATIN AMERICA - THAT OFFER AN OPPORTUNITY FOR SCHOOL ADMISSION OFFICERS TO MEET AND RECRUIT PROSPECTIVE STUDENTS. THE NORTH AMERICAN BOARDING INITIATIVE IS A TEAM EFFORT TO BETTER UNDERSTAND AND REACH THE DOMESTIC BOARDING MARKET. IT SEEKS TO DEVELOP A CLEAR, COMPREHENSIVE, AND COMPELLING SET OF RECOMMENDED ACTIONS DESIGNED TO LIFT DEMAND FOR COLLEGE PREP BOARDING SCHOOLS AMONG TARGETED NORTH AMERICAN STUDENTS AND THEIR FAMILIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $939,661 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,488,664 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETE UPHAM | PersonNm |
| Phone | 8282585354 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH PACK SQUARE SUITE 301 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SUSAN NELSON | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BEN WILLIAMS | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR DENNIS CAMPBELL | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN TUKE | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUZANNE BUCK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BUXTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH COLEMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR HENRY FLANAGAN JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT GUSTAVSON JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE-MARIE KEE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES LOVELACE JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TEMBA MAQUBELA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH MCKAY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW MILLER III | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER SEELEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA SYKES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTONIO VIVA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR KATHERINE WINDSOR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER UPHAM | |||||||
| EXECUTIVE DI | 40.00 | Yes (X) | Yes (X) | $219,978 | $0 | $75,215 | |
| R STEPHEN BANKS | |||||||
| DIR. OF OPER | 40.00 | $126,082 | $0 | $23,783 | Yes (X) | ||
| ANNE LUNDAHL | |||||||
| DIR. OF MARK | 40.00 | $119,905 | $0 | $21,453 | Yes (X) | ||
| RICHARD PHELPS | |||||||
| MANAGING DIR | 40.00 | $105,917 | $0 | $23,218 | Yes (X) | ||
| ANDREW HIRT | |||||||
| VP OF MEMBER | 40.00 | $103,881 | $0 | $19,675 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $675,763 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $163,344 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARRIOTT INTERNATIONAL | |||||
| 3399 INTERNATIONAL BLVD | HAPEVILLE | GA | 30354 | EVENT HOSTING | $244,236 |
| RR DONNELLEY CO | |||||
| 35 WEST WACKER DR | CHICAGO | IL | 60601 | PRINTING/MARKET | $236,764 |
| SPRINKLE CALDWELL | |||||
| 250 KIMBERLY AVE | ASHEVILLE | NC | 28804 | SALES & RELATIO | $150,285 |
| FPP EDU MEDIA LLC | |||||
| 9550 S EASTERN AVE | LAS VEGAS | NV | 89123 | MARKETING | $112,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 611710 | $1,008,105 | $1,008,105 |
| INTERNATIONAL TRAVEL | 611710 | $706,475 | $706,475 |
| CONFERENCE REGISTRATION | 611710 | $519,626 | $519,626 |
| WORKSHOP REGISTRATION | 611710 | $381,689 | $381,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,615,895 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,072 | TotalRevenueColumnAmt |
| Exclusion | $54,072 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $61,669 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $53,977 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,692 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,692 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,817 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,875 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $748,036 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $850,721 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$102,685 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$102,685 | TotalRevenueColumnAmt |
| Exclusion | -$102,685 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SPONSORSHIPS | 900099 | $489,047 | $489,047 | |
| OTHER INCOME | 900099 | $4,198 | $4,198 | |
| LIST RENTAL | 900099 | $3,443 | $3,443 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $153 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $496,841 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,071,815 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,616,048 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,260 | UnrelatedBusinessRevenueAmt |
| Exclusion | $450,507 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,362 | TotalAmt |
| Program Services | $109,546 | ProgramServicesAmt |
| Management And General | $186,816 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $811,183 | TotalAmt |
| Program Services | $502,241 | ProgramServicesAmt |
| Management And General | $308,942 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,619 | TotalAmt |
| Program Services | $48,793 | ProgramServicesAmt |
| Management And General | $29,826 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,468 | TotalAmt |
| Program Services | $98,806 | ProgramServicesAmt |
| Management And General | $64,662 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,717 | TotalAmt |
| Program Services | $41,036 | ProgramServicesAmt |
| Management And General | $30,681 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,540 | TotalAmt |
| Management And General | $10,540 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,418 | TotalAmt |
| Management And General | $56,418 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $735,996 | TotalAmt |
| Program Services | $510,476 | ProgramServicesAmt |
| Management And General | $225,520 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,573 | TotalAmt |
| Program Services | $420,741 | ProgramServicesAmt |
| Management And General | $17,832 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,490 | TotalAmt |
| Program Services | $173,378 | ProgramServicesAmt |
| Management And General | $91,112 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,898 | TotalAmt |
| Program Services | $91,812 | ProgramServicesAmt |
| Management And General | $50,086 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,693 | TotalAmt |
| Program Services | $254,397 | ProgramServicesAmt |
| Management And General | $63,296 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,867 | TotalAmt |
| Program Services | $168,033 | ProgramServicesAmt |
| Management And General | $49,834 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,030 | TotalAmt |
| Program Services | $69,370 | ProgramServicesAmt |
| Management And General | $6,660 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,570 | TotalAmt |
| Management And General | $12,570 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $11,862 | $11,862 | |
| MISCELLANEOUS EXPENSE | $1,793 | $1,758 | $35 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,707,079 | TotalAmt |
| Program Services | $2,488,664 | ProgramServicesAmt |
| Management And General | $1,218,415 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,713 | BOYAmt |
| EOY | $853,019 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $750,015 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,036 | BOYAmt |
| EOY | $11,616 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,738 | BOYAmt |
| EOY | $167,285 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $853,285 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $310,308 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,492 | BOYAmt |
| EOY | $542,977 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,122,102 | BOYAmt |
| EOY | $718,992 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,087 | BOYAmt |
| EOY | $269,566 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,202 | BOYAmt |
| EOY | $4,202 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,140,370 | BOYAmt |
| EOY | $3,317,672 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,932 | BOYAmt |
| EOY | $63,899 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,235 | BOYAmt |
| EOY | $2,627,149 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $18,560 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,887 | BOYAmt |
| EOY | $113,687 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,060 | BOYAmt |
| EOY | $4,060 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,017,114 | BOYAmt |
| EOY | $2,827,355 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,123,256 | BOYAmt |
| EOY | $490,317 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,123,256 | BOYAmt |
| EOY | $490,317 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,140,370 | BOYAmt |
| EOY | $3,317,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$635,264 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,325 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,202,833 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,200,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,555,256 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,456,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,616,048 | CurrentTaxYearAmt |
| Total | $12,031,194 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $303,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $337,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $400,180 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $411,901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $489,047 | CurrentTaxYearAmt |
| Total | $1,942,006 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,505,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,537,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,955,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,868,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,105,095 | CurrentTaxYearAmt |
| Total | $13,973,200 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $13,973,200 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,801 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,072 | CurrentTaxYearAmt |
| Total | $128,202 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,104 | CurrentTaxYearAmt |
| Total | $2,105 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,801 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,176 | CurrentTaxYearAmt |
| Total | $130,307 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $661 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,919 | CurrentTaxYearMinus2YearsAmt |
| Total | $7,580 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,659 | CurrentTaxYearAmt |
| Total | $62,934 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,511,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,579,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,971,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,944,794 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,166,930 | CurrentTaxYearAmt |
| Total | $14,174,021 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98580 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98930 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 703,812 SPONSORSHIPS RECLASSED -640,878 | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $172,976 | OtherCostOrOtherBasisAmt |
| Book Value | $172,976 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $615,776 | OtherCostOrOtherBasisAmt |
| Depreciation | $256,800 | DepreciationAmt |
| Book Value | $358,976 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,260 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,449 | DepreciationAmt |
| Book Value | $811 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,273 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,059 | DepreciationAmt |
| Book Value | $10,214 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $542,977 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| Amt | $4,060 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,060 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,128,117 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,325 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $53,977 | OtherRevenueAmt |
| Revenue Not Reported | $56,302 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,071,815 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,071,815 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,761,056 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $53,977 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $53,977 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,707,079 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,707,079 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | TABS IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS MATERIAL TO THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | DIRECT RENTAL EXPENSES 53,977 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | DIRECT RENTAL EXPENSES 53,977 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | RECRUITING FAIRS | $267,345 |
| SOUTH AMERICA | PROGRAM SERVICES | RECRUITING FAIRS | $109,018 |
| NORTH AMERICA | PROGRAM SERVICES | RECRUITING FAIRS | $43,668 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $420,031 | SubtotalSpentAmt |
| Total Spent | $420,031 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PAGE 1, PART I, LINE 3 | EAST ASIA AND THE PACIFIC 267,345 0 SOUTH AMERICA 109,018 0 NORTH AMERICA 43,668 0 |
| SCHEDULE F, PAGE 5, PART V | THE ORGANIZATION TRACKS EXPENSES FOR ALL FAIRS IN LATIN AMERICA USING SHARED SERVICES AND CHARGES. LATIN AMERICA INCLUDES MEXICO, BRAZIL, PANAMA, AND PERU. THE PORTION OF LATIN AMERICAN EXPENSES ALLOCATED TO "NORTH AMERICA" IN PART I IS BASED ON THE NUMBER OF FAIRS HELD IN MEXICO DIVIDED BY TOTAL FAIRS IN THE REGION. EXPENDITURES IN EAST ASIA & THE PACIFIC INCLUDE FAIRS HELD IN CHINA, HONG KONG, THAILAND, JAPAN, SOUTH KOREA, TAIWAN, AND VIETNAM. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER UPHAM | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $219,978 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $22,114 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $53,101 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $295,193 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO PROMOTE AWARENESS AND UNDERSTANDING OF BOARDING SCHOOLS, EXPAND THE APPLICANT POOL FOR MEMBER INSTITUTIONS, AND OFFER TRAINING, RESEARCH, GUIDANCE, AND SUPPORT ON ALL ISSUES PERTAINING TO THE RESIDUAL SCHOOL EXPERIENCE. |
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS INCLUDE BOARD MEMBERS, COMMITTEE MEMBERS, CONFERENCE PRESIDERS, BLOGGERS, TASK FORCE PARTICIPANTS, AND THE NORTH AMERICAN BOARDING INITIATIVE COMMITTEE. |
| FORM 990, PAGE 2, PART III, LINE 2 | THE NORTH AMERICAN BOARDING INITIATIVE IS A TEAM EFFORT TO BETTER UNDERSTAND AND REACH THE DOMESTIC BOARDING MARKET. IT SEEKS TO DEVELOP A CLEAR, COMPREHENSIVE, AND COMPELLING SET OF RECOMMENDED ACTIONS DESIGNED TO LIFT DEMAND FOR COLLEGE PREP BOARDING SCHOOLS AMONG TARGETED NORTH AMERICAN STUDENTS AND THEIR FAMILIES. EXPENSES FOR THIS ACTIVITY ARE LISTED ON PART III, LINE 4D. |
| FORM 990, PAGE 2, PART III, LINE 4A | NEWEST. AN ADDITIONAL GUIDED SEARCH FEATURE ALLOWS USERS TO TARGET MORE CRITERIA SUCH AS COURSES, ARTS, AND ATHLETIC INTERESTS, AND AN ONLINE LIBRARY FEATURES A VARIETY OF RELEVANT RESEARCH AND TIMELY NEWS RELATED TO TABS AND THE BOARDING SCHOOL COMMUNITY. THE ORGANIZATION PUBLISHES A MAGAZINE AND DIRECTORY OF ITS MEMBER SCHOOLS CALLED "NOW BOARDING" THAT IS THE LEADING SOURCE OF INFORMATION ABOUT INDEPENDENT RESIDENTIAL EDUCATION, WITH OVER 30,000 COPIES DISTRIBUTED ANNUALLY WORLDWIDE, AND WHICH IS ALSO AVAILABLE UPON REQUEST FROM ITS WEBSITE. IN ADDITION, TWO REPORTS WERE PUBLISHED FOR MEMBER USE ONLY: "ENROLLMENT AND MIGRATION OF U.S. AND CANADIAN BOARDERS- AND "STUDY OF COLLEGE PROGRESS AND OUTCOMES: FIRST FINDINGS". |
| FORM 990, PAGE 2, PART III, LINE 4D | THE TABS INTERNATIONAL TRAVEL PROGRAM COMPRISES TWO SERIES OF BOARDING SCHOOL FAIRS - ONE IN THE FALL SPANNING NINE CITIES IN ASIA AND THE OTHER IN THE SPRING SPANNING SIX CITIES IN LATIN AMERICA - THAT OFFER AN OPPORTUNITY FOR SCHOOL ADMISSION OFFICERS TO MEET AND RECRUIT PROSPECTIVE STUDENTS. THE NORTH AMERICAN BOARDING INITIATIVE IS A TEAM EFFORT TO BETTER UNDERSTAND AND REACH THE DOMESTIC BOARDING MARKET. IT SEEKS TO DEVELOP A CLEAR, COMPREHENSIVE, AND COMPELLING SET OF RECOMMENDED ACTIONS DESIGNED TO LIFT DEMAND FOR COLLEGE PREP BOARDING SCHOOLS AMONG TARGETED NORTH AMERICAN STUDENTS AND THEIR FAMILIES. |
| FORM 990, PAGE 6, PART VI, LINE 1A | THE BOARD OF DIRECTORS MAY APPOINT AN EXECUTIVE COMMITTEE CONSISTING OF THE CHAIR, PAST CHAIR, VICE CHAIR, SECRETARY, TREASURER OR OTHER MEMBERS OF THE BOARD WHICH MAY, TO THE EXTENT CONSISTENT WITH LAW, EXERCISE THE AUTHORITY OF THE BOARD BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE MAY ESTABLISH ITS OWN RULES FOR HOLDING AND CONDUCTING MEETINGS NOT INCONSISTENT WITH LAW, THE ARTICLES OF INCORPORATION, OR THE BYLAWS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON COMPLETION, THE RETURN WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE AUDIT COMMITTEE OF THE BOARD, THEN DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD. DUE TO A SCHEDULING ISSUE THIS YEAR, THE MEETING TO REVIEW THE RETURN BY THE FULL BOARD TOOK PLACE AFTER THE FILING DEADLINE; HOWEVER ALL QUESTIONS AND ISSUES RAISED DURING THE REVIEW WILL BE ADDRESSED AND REFLECTED ON AN AMENDED RETURN, IF FOUND NECESSARY. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL OFFICERS AND DIRECTORS ARE REQUIRED TO COMPLETE AND SIGN A FORM INDICATING ANY POSSIBLE CONFLICTS OF INTEREST TO WHICH THEY ARE AWARE. THE ORGANIZATION ANNUALLY MONITORS AND REVIEWS ITS BUSINESS RELATIONSHIPS TO IDENTIFY POSSIBLE CONFLICTS OF INTEREST ON THE PART OF OFFICERS AND DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE SALARY OF THE EXECUTIVE DIRECTOR OF THE ORGANIZATION IS SET IN LIGHT OF COMPARABILITY DATA, ESTABLISHED THROUGH WRITTEN CONTRACT, AND APPROVED BY THE FULL BOARD IN EXECUTIVE SESSION. THE ONLY COMPENSATED OFFICER IS THE EXECUTIVE DIRECTOR. OTHER SENIOR MANAGERS WORK UNDER ANNUAL CONTRACTS AT THE PLEASURE OF THE EXECUTIVE DIRECTOR, TO WHICH THE EXECUTIVE DIRECTOR ESTABLISHES THEIR COMPENSATION ON THE BASIS OF THE PREVAILING MARKET AND INDIVDIUAL JOB PERFORMANCE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATIONS ADMINISTRATIVE OFFICE OR BY MAIL, FAX, OR EMAIL REQUEST. |
| FORM 990, PART IX, LINE 11G | HONORARIA 53,300 1,050 0 CONTRACT SERVICES 314,374 164,293 0 CRISIS MANAGEMENT 0 53,571 0 PROFESSIONAL FEES 0 6,606 0 CONSULTING 142,802 0 0 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TABS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH PACK SQUARE SUITE 301 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202619394 | EIN |
| Primary Activities | RENTAL R/E | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $61,669 | TotalIncomeAmt |
| End Of Year Assets | $533,902 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |