2016-12-12T09:21:37-06:00 2016-08-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2015-09-01 746087585 TEXAS ASSOCIATION OF SCHOOL BUSINESS OFFICIALS TEXA 5124621711 5920 W WILLIAM CANNON DR BLDG 1 200 AUSTIN TX 78749 TRACY GINSBURG EXECUTIVE DIRECTOR 5124621711 2016-12-06 1 SEAN HOLCOMB P01249221 5123703200 2015 2017-02-10 21:41:12Z TRACY GINSBURG 5920 W WILLIAM CANNON DR BLDG 1 200 AUSTIN TX 78749 5899750 0 3239 X WWW.TASBO.ORG X 1986 TX ENGAGE IN A PROGRAM OF PROFESSIONAL EDUCATION AND TRAINING TO DEVELOP THE HIGHEST STANDARDS OF EFFICIENCY AND ETHICS IN THE PROFESSIONAL MANAGEMENT OF TEXAS SCHOOLS. 13 13 19 120 178405 0 0 0 5160701 5718657 1867172 23576 147603 157517 7175476 5899750 0 0 0 0 1637065 1770289 0 0 0 3345838 3432820 4982903 5203109 2192573 696641 6688774 7368924 489700 473209 6199074 6895715 X THE TRUSTED RESOURCE FOR SCHOOL BUSINESS AND OPERATIONS. 0 0 1380693 764095 MEMBERSHIP SERVICES - THESE SERVICES INCLUDE PROVIDING EXTENSIVE RESOURCES, OPPORTUNITIES FOR PEER INTERACTION, JOB POSTINGS, TIMELY TOPICAL COMMUNICATION THROUGH EMAILS, AND DISCOUNTS ON CONFERENCES AND WORKSHOPS. THROUGH THE ONLINE MEMBERS ONLY SITE, MEMBERS CAN ACCESS THE BEST PRACTICES RESOURCE DOCUMENTS, PARTICIPATE IN E-COMMUNITIES, A DISCUSSION BOARD SPECIFIC TO JOB-RELATED ISSUES, AND ACCESS THE MEMBERS DIRECTORY. MEMBERS ARE ELIGIBLE TO PARTICIPATE IN A PROFESSIONAL LIABILITY INSURANCE PROGRAM. 1074815 1237831 CONFERENCES - TASBO HAS AN ANNUAL CONFERENCE & EXHIBITS AND A SUMMER CONFERENCE. TASBO CONFERENCES OFFER PROFESSIONAL TRAINING AND EDUCATION CONCERNING SCHOOL BUSINESS OPERATIONS AND LEADERSHIP GUIDANCE FOR THE ASSOCIATION. THE ANNUAL AND SUMMER CONFERENCES ARE DEVELOPED IN COOPERATION WITH THE RESEARCH COMMITTEES AND TASBO STAFF. 818745 1323868 EDUCATIONAL COURSES - THE ASSOCIATION OFFERS PROFESSIONAL CERTIFICATION AND CONTINUING EDUCATION IN ORDER TO PROMOTE STANDARDS OF PROFESSIONAL COMPETENCE FOR TEXAS SCHOOL BUSINESS OFFICIALS. 637074 939994 WORKSHOPS - THE DEVELOPMENT AND OFFERING OF VARIOUS TIMELY SEMINARS AND WORKSHOPS PROVIDES PROFESSIONAL TRAINING AND INFORMATION TO SCHOOL PERSONNEL IN A VARIETY OF DELIVERY FORMATS. THESE INCLUDE ONE-DAY WORKSHOPS FOCUSING ON SINGLE TOPICS OF INTEREST, MULTIPLE-DAY ACADEMIES WITH SEVERAL PRESENTERS PROVIDING INFORMATION ON A MULTITUDE OF ISSUES, AND WEBINARS FEATURING SHORT (1-2 HOUR) PRESENTATIONS IN AN ELECTRONIC FORMAT, WHICH DELIVER NEEDED INFORMATION TO THE MEMBERS' DESKTOPS. 287443 797440 MANAGEMENT CONSULTING - TASBO PROVIDES PROFESSIONAL EVALUATION SERVICES FOR SCHOOL DISTRICTS THAT INCLUDE A CUSTOM PROGRAM APPROPRIATE FOR THE NEEDS OF THE DISTRICT, DISTRICT VISITS BY THE EVALUATION TEAM, A BOUND REPORT WITH COMMENDATIONS AND RECOMMENDATIONS, AND UPON REQUEST, A PRESENTATION OF THE REPORT TO THE ADMINISTRATION AND/OR BOARD OF TRUSTEES. THE EVALUATION TEAMS ARE A SELECTED GROUP OF SCHOOL ADMINISTRATORS WITH EXPERTISE IN THE AREA BEING REVIEWED. 104245 67603 FORECAST5 AND EFACTS+ - PRIOR TO THE TAX YEAR, THE ASSOCIATION OFFERED EFACTS+, A WEB-BASED ANALYTICS AND REPORTING TOOL WHICH PROVIDED INFORMATION TO SCHOOL DISTRICTS ON TRENDS AND ANALYSES IN ORDER TO MAKE DATA-DRIVEN MANAGEMENT, PLANNING, AND BUDGET DECISIONS USING DATA ON OPERATING, SPENDING, DEMOGRAPHICS, TEST SCORES, AND MORE. EFACTS+ WAS REPLACED WITH 5SIGHT, A NEXT-GENERATION REPORTING TOOL THAT IS DEVELOPED AND SUPPORTED BY FORECAST5 ANALYTICS THROUGH AN AGREEMENT WITH THE ASSOCIATION. THE YEAR ENDED AUGUST 31, 2016, IS THE FIRST FULL YEAR THAT 5SIGHT AND OTHER DATA ANALYTIC TOOLS HAVE BEEN AVAILABLE THROUGH FORECAST5. 118602 515150 SPONSORSHIPS AND SCHOLARSHIPS - TASBO PROVIDES THE OPPORTUNITY FOR BUSINESSES TO BRAND AND ENGAGE THEMSELVES WITH MEMBERS. SPONSORS PROVIDE VALUE TO MEMBERS AND ARE COMMITTED TO PROVIDING SOLUTIONS TO THE CHALLENGES FACING SCHOOL BUSINESS LEADERS. THE TASBO FOUNDATION PROVIDES FINANCIAL SUPPORT TO ENCOURAGE CURRENT SCHOOL BUSINESS AND OPERATIONS OFFICIALS TO REMAIN IN THE PROFESSIONS AND PURSUE ADVANCED DEGREE TRAINING. 1147364 2320187 4421617 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 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 0 0 0 1 116 0 19 1 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X ROBERT HART CFO 5126281284 5920 W WILLIAM CANNON DR BLDG 1 STE AUSTIN TX 78749 KAREN WIESMAN IMMED. PAST PRESIDENT 1.00 X X 0 0 0 KAREN SMITH PRESIDENT 1.00 X X 0 0 0 JEFF BAUM DIRECTOR 1.00 X 0 0 0 RANDY MCDOWELL PRESIDENT-ELECT 1.00 X X 0 0 0 JONATHAN BEY VICE PRESIDENT 1.00 X X 0 0 0 DARRELL DODDS DIRECTOR 1.00 X 0 0 0 BRENDA RICHMOND DIRECTOR 1.00 X 0 0 0 JAMIE SPIEGEL DIRECTOR 1.00 X 0 0 0 STEPHANIE DURAN DIRECTOR 1.00 X 0 0 0 MICHELE TRONGAARD DIRECTOR 1.00 X 0 0 0 JEFF BRIGHT DIRECTOR 1.00 X 0 0 0 JUDY DOWNING DIRECTOR 1.00 X 0 0 0 MARK VECHIONE DIRECTOR 1.00 X 0 0 0 JENNIFER LAND DIRECTOR 1.00 X 0 0 0 JULIE NOVAK DIRECTOR 1.00 X 0 0 0 KELLY PENNY PAST PRESIDENT 1.00 X X 0 0 0 TRACY GINSBURG EXECUTIVE DIRECTOR 40.00 X 199328 0 15791 ROBERT HART CFO 40.00 X 86364 0 15268 TOM CANBY DIRECTOR OF RESEARCH 40.00 X 142772 0 9880 BECKY BUNTE DIRECTOR OF PROFESSIONAL 40.00 X 143939 0 12230 572403 0 53169 3 0 1 0 SABRE COMMERCIAL INC 2001 CHICON ST AUSTIN TX 78722 BUILDING CONTRACTOR 590000 MOAK CASEY AND ASSOC 400 W 15TH STREET STE 1410 AUSTIN TX 78701 PUBLIC SCHOOL DISTRICT CONSULTING FIRM 412850 ARAMARK CORP-HOUSTON 1001 AVENIDA DE LAS AMERICAS HOUSTON TX 77010 CONFERENCE CATERING 193069 PIXEL LLC 915 TWIN ELMS COURT NASHVILLE TN 37210 AUDIO-VISUAL SET-UP 184339 SHELTON-KELLER GROUP INC 6301 EAST STASSNEY LANE BLDG 9-100 AUSTIN TX 78744 FURNITURE SUPPLIER 149026 5 EDUCATION COURSES 900099 1323868 1323868 CONFERENCE 900099 1237831 1237831 ACADEMIES AND WORKSHOP 900099 939994 939994 MEMBERSHIP DUES 900099 764095 764095 LEGISLATIVE SERVICES 900099 462175 462175 990694 913222 77472 5718657 23576 23576 51788 0 51788 51788 51788 ADVERTISING INCOME 541800 100933 100933 MISCELLANEOUS INCOME 900099 4796 4796 105729 5899750 5645981 178405 75364 X 316751 240674 76077 1172878 891178 281700 68664 52172 16492 110671 84090 26581 101325 76989 24336 9620 9620 22800 22800 577581 539822 37759 6700 6700 154650 50399 104251 255303 210027 45276 109375 84022 25353 373440 290042 83398 1152966 1143218 9748 104114 100918 3196 38579 33968 4611 LEGISLATIVE PIPELINE SH 394750 394750 CONTRACT SERVICES 170483 164803 5680 MISCELLANEOUS EXPENSES 46598 40921 5677 DUES AND SUBSCRIPTIONS 15861 7304 8557 5203109 4421617 781492 0 415469 190058 2978000 3884514 84669 92153 113735 206212 3131251 135264 3100101 2995987 -3200 0 6688774 7368924 166754 266788 322946 206421 489700 473209 X 6199074 6895715 6199074 6895715 6688774 7368924 696641 0 X X 0 1 X 1 0 X 641665 656590 739838 756415 764095 3558603 3111311 3636308 3925482 4404286 4877090 19954477 3752976 4292898 4665320 5160701 5641185 23513080 1625 1800 2250 2250 2400 10325 0 1625 1800 2250 2250 2400 10325 23502755 16308 35648 48928 69108 75364 245356 16308 35648 48928 69108 75364 245356 20929 11700 30550 88550 0 151729 2561 10172 3372 2569 4796 23470 3792774 4350418 4748170 5320928 5721345 23933635 0.98200 0.97160 0.01030 0.01980 X 1 1 0 0 0 0 1 497 0 0 497 0 PART II-B, LINE 1: TRAVELED TO WASHINGTON DC TO ATTEND A LEGISLATIVE CONFERENCE AND MET REPRESENTIVES REGARDING PROVISIONS OF THE WINDFALL ELIMINATION TAX. 260404 260404 2189914 103181 2086733 625453 29469 595984 55480 2614 52866 2995987 5919620 19870 19870 5899750 0 5899750 5209382 6273 6273 5203109 0 5203109 PART XI, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS CONSOLIDATED FOR BOOKS BUT NOT FOR TAX 19,870. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS CONSOLIDATED FOR BOOKS BUT NOT FOR TAX 6,273. X X X X 0 0 0 0 0 0 0 0 0 TRACY GINSBURG EXECUTIVE DIRECTOR 192308 0 0 0 7020 0 11077 0 4714 0 215119 0 0 0 TOM CANBY DIRECTOR OF RESEARCH 142092 0 0 0 680 0 8526 0 1354 0 152652 0 0 0 BECKY BUNTE DIRECTOR OF PROFESSIONAL 143259 0 0 0 680 0 8596 0 3634 0 156169 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 TASBO HAS APPROXIMATELY 6,300 MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ALL INDIVIDUAL MEMBERS ARE VOTING MEMBERS AND ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B BYLAW CHANGES MUST BE PRESENTED TO THE MEMBERS AT CONFERENCE FOR VOTING. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE FORM 990 PRIOR TO FILING AND A COPY OF THE FORM 990 IS ALSO PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C OPERATING PROCEDURES, INCLUDING CONFLICTS OF INTEREST, ARE REVIEWED AND UPDATED ANNUALLY. IT IS ALSO PART OF THE BOARD ORIENTATION PROCESS. FORM 990, PART VI, SECTION B, LINE 15 SALARIES OF KEY PERSONNEL ARE DETERMINED BY REVIEWING COMPARABLE DATA FROM OTHER EDUCATION-RELATED ORGANIZATIONS. A COPY OF THE REPORT IS FURNISHED TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST. THE FINANCIAL AUDIT, MINUTES TO MEETINGS (ONLY AVAILABLE TO MEMBERS), AND ADDITIONAL REPORTS ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G INSTRUCTOR FEES: PROGRAM SERVICE EXPENSES 122,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 122,150. PROFESSIONAL AND CONSULTING FEES: PROGRAM SERVICE EXPENSES 405,609. MANAGEMENT AND GENERAL EXPENSES 36,669. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 442,278. RETIREMENT PLAN CONSULTING: PROGRAM SERVICE EXPENSES 12,063. MANAGEMENT AND GENERAL EXPENSES 1,090. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,153. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR. TASBO FOUNDATION 5920 W WILLIAM CANNON DR BLDG ONE S AUSTIN TX 78749 202924348 ENCOURAGE CURRENT SCHOOL OFFICIALS TO PURSUE ADVANCED DEGREE TRAINING TX 501(C)(3) LINE 9 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 NO REPORTABLE TRANSACTIONS