2017-05-15T15:16:01-04:00 2016-06-30 383828234 CARTER P C 16 BILTMORE AVE STE 200 ASHEVILLE NC 288013617 990 2015-07-01 522206491 THE ASSOCIATION OF BOARDING SCHOOLS ASSO 8282585354 1 NORTH PACK SQUARE STE 301 ASHEVILLE NC 28801 PETER UPHAM EXECUTIVE DIRECTOR 8282585354 2017-05-15 true RUFUS W DOLLAR P01293995 8282599900 2017-05-15 2015 2021-01-29 14:40:06Z PETER UPHAM 1 NORTH PACK SQUARE STE 301 ASHEVILLE NC 28801 3976513 false X WWW.BOARDINGSCHOOLS.COM X 1999 VA PROMOTING AWARENESS OF BOARDING SCHOOLS 18 18 12 353 11135 0 2456683 2615895 56040 -48613 434205 504533 2946928 3071815 0 0 1266781 1421349 0 0 1893215 2285730 3159996 3707079 -213068 -635264 2140370 3317672 1017114 2827355 1123256 490317 X 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. true false 686762 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". 423955 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. 438286 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. 939661 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. 939661 2488664 true false false false false false false false true false true false false false true true true false false false true false false false false false false false false true false false false false false false false false false false false false true false false false false true 22 0 true 12 true true true false false false false false false false false false X 18 18 false false false false false false false true true false false false true true true true true true false false X PETE UPHAM 8282585354 1 NORTH PACK SQUARE SUITE 301 ASHEVILLE NC 28801 SUSAN NELSON CHAIR 1.00 X X 0 0 0 BEN WILLIAMS VICE CHAIR 1.00 X X 0 0 0 DR DENNIS CAMPBELL SECRETARY 1.00 X X 0 0 0 JOHN TUKE TREASURER 1.00 X X 0 0 0 SUZANNE BUCK DIRECTOR 1.00 X 0 0 0 JOHN BUXTON DIRECTOR 1.00 X 0 0 0 JOSEPH COLEMAN DIRECTOR 1.00 X 0 0 0 DR HENRY FLANAGAN JR DIRECTOR 1.00 X 0 0 0 ROBERT GUSTAVSON JR DIRECTOR 1.00 X 0 0 0 ANNE-MARIE KEE DIRECTOR 1.00 X 0 0 0 CHARLES LOVELACE JR DIRECTOR 1.00 X 0 0 0 TEMBA MAQUBELA DIRECTOR 1.00 X 0 0 0 BETH MCKAY DIRECTOR 1.00 X 0 0 0 ANDREW MILLER III DIRECTOR 1.00 X 0 0 0 CHRISTOPHER SEELEY DIRECTOR 1.00 X 0 0 0 REBECCA SYKES DIRECTOR 1.00 X 0 0 0 ANTONIO VIVA DIRECTOR 1.00 X 0 0 0 DR KATHERINE WINDSOR DIRECTOR 1.00 X 0 0 0 PETER UPHAM EXECUTIVE DI 40.00 X X 219978 0 75215 R STEPHEN BANKS DIR. OF OPER 40.00 X 126082 0 23783 ANNE LUNDAHL DIR. OF MARK 40.00 X 119905 0 21453 RICHARD PHELPS MANAGING DIR 40.00 X 105917 0 23218 ANDREW HIRT VP OF MEMBER 40.00 X 103881 0 19675 675763 163344 5 false true false MARRIOTT INTERNATIONAL 3399 INTERNATIONAL BLVD HAPEVILLE GA 30354 EVENT HOSTING 244236 RR DONNELLEY CO 35 WEST WACKER DR CHICAGO IL 60601 PRINTING/MARKET 236764 SPRINKLE CALDWELL 250 KIMBERLY AVE ASHEVILLE NC 28804 SALES & RELATIO 150285 FPP EDU MEDIA LLC 9550 S EASTERN AVE LAS VEGAS NV 89123 MARKETING 112040 4 MEMBERSHIP DUES 611710 1008105 1008105 INTERNATIONAL TRAVEL 611710 706475 706475 CONFERENCE REGISTRATION 611710 519626 519626 WORKSHOP REGISTRATION 611710 381689 381689 2615895 54072 54072 61669 53977 7692 7692 1817 5875 748036 850721 -102685 -102685 -102685 SPONSORSHIPS 900099 489047 489047 OTHER INCOME 900099 4198 4198 LIST RENTAL 900099 3443 3443 153 153 496841 3071815 2616048 5260 450507 X 296362 109546 186816 811183 502241 308942 78619 48793 29826 163468 98806 64662 71717 41036 30681 10540 10540 56418 56418 735996 510476 225520 438573 420741 17832 264490 173378 91112 141898 91812 50086 317693 254397 63296 217867 168033 49834 76030 69370 6660 12570 12570 BAD DEBT EXPENSE 11862 11862 MISCELLANEOUS EXPENSE 1793 35 1758 3707079 2488664 1218415 0 78713 853019 750015 14036 11616 134738 167285 853285 310308 572492 542977 1122102 718992 214087 269566 4202 4202 2140370 3317672 154932 63899 725235 2627149 18560 132887 113687 4060 4060 1017114 2827355 X 1123256 490317 1123256 490317 2140370 3317672 -635264 2325 X false true X true false X 2202833 2200064 2555256 2456993 2616048 12031194 303155 337723 400180 411901 489047 1942006 2505988 2537787 2955436 2868894 3105095 13973200 13973200 5771 3801 2527 62031 54072 128202 1001 1104 2105 5771 3801 2527 63032 55176 130307 661 6919 7580 25 37156 6226 12868 6659 62934 2511784 2579405 2971108 2944794 3166930 14174021 0.98580 0.98930 0.01000 0.01000 X PART III, LINE 12 OTHER INCOME 703,812 SPONSORSHIPS RECLASSED -640,878 false false 172976 172976 615776 256800 358976 5260 4449 811 59273 49059 10214 542977 DEPOSITS 4060 4060 X 3128117 2325 53977 56302 3071815 3071815 3761056 53977 53977 3707079 3707079 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 false EAST ASIA AND THE PACIFIC PROGRAM SERVICES RECRUITING FAIRS 267345 SOUTH AMERICA PROGRAM SERVICES RECRUITING FAIRS 109018 NORTH AMERICA PROGRAM SERVICES RECRUITING FAIRS 43668 420031 420031 false false false false false false 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. X X X false false false false false false false false false PETER UPHAM EXECUTIVE DIRECTOR 219978 22114 53101 295193 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 TABS LLC 1 NORTH PACK SQUARE SUITE 301 ASHEVILLE NC 28801 202619394 RENTAL R/E VA 61669 533902 N/A