NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC (EIN 04-2104741)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-12-20
- IRS object ID
- 201623559349300102
- Schema version
- 2015v2.1
- 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 | 2016-12-20T07:02:10-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522041603 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUIRE LEMKIN COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE SUITE 475 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | 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 | 042104741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF INDEPENDENT | BusinessNameLine1Txt |
| Business Name Line2 | SCHOOLS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2029739700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1129 20TH ST NW NO 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200363425 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COREY MCINTYRE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2029739700 | PhoneNum |
| Signature | 2016-12-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY M MOREY | PreparerPersonNm |
| PTIN | P01521539 | PTIN |
| Phone | 3014246800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | COREY MCINTYRE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1129 20TH ST NW SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200363425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,994,483 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NAIS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS ACTS AS THE NATIONAL VOICE OF INDEPENDENT PRE-COLLEGIATE EDUCATION AND AS THE CENTER FOR COLLECTIVE ACTION ON BEHALF OF ITS MEMBERSHIP. IT SERVES AND STRENGTHENS ITS MEMBER SCHOOLS AND ASSOCIATIONS BY ARTICULATING AND PROMOTING HIGH STANDARDS OF EDUCATIONAL QUALITY AND ETHICAL BEHAVIOR; BY WORKING TO PRESERVE THEIR INDEPENDENCE TO SERVE THE DEMOCRATIC SOCIETY FROM WHICH THAT INDEPENDENCE DERIVES; AND BY ADVOCATING BROAD ACCESS FOR STUDENTS IN AFFIRMING THE PRINCIPLES OF EQUITY AND JUSTICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 69 | TotalEmployeeCnt |
| Total Volunteers | 190 | TotalVolunteersCnt |
| Total Gross UBI | $351,886 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$111,795 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $37,500 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,500 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,872,492 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,623,635 | CYProgramServiceRevenueAmt |
| PY Investment Income | $263,432 | PYInvestmentIncomeAmt |
| CY Investment Income | $333,348 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $23,173,424 | PYTotalRevenueAmt |
| CY Total Revenue | $24,994,483 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,305,903 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,015,123 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $62,742 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,555,563 | PYOtherExpensesAmt |
| CY Other Expenses | $13,246,901 | CYOtherExpensesAmt |
| PY Total Expenses | $21,861,466 | PYTotalExpensesAmt |
| CY Total Expenses | $22,262,024 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,311,958 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,732,459 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,753,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,180,903 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,671,232 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,599,641 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,081,824 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,581,262 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS ACTS AS THE NATIONAL VOICE OF INDEPENDENT PRE-COLLEGIATE EDUCATION AND AS THE CENTER FOR COLLECTIVE ACTION ON BEHALF OF ITS MEMBERSHIP. IT SERVES AND STRENGTHENS ITS MEMBER SCHOOLS AND ASSOCIATIONS BY ARTICULATING AND PROMOTING HIGH STANDARDS OF EDUCATIONAL QUALITY AND ETHICAL BEHAVIOR; BY WORKING TO PRESERVE THEIR INDEPENDENCE TO SERVE THE DEMOCRATIC SOCIETY FROM WHICH THAT INDEPENDENCE DERIVES; AND BY ADVOCATING BROAD ACCESS FOR STUDENTS IN AFFIRMING THE PRINCIPLES OF EQUITY AND JUSTICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,445,199 | ExpenseAmt |
| Revenue | $10,265,517 | RevenueAmt |
| Desc | INFORMATION, DATA AND RESEARCH: WE COLLECT STATISTICS, CONDUCT RESEARCH, AND SYNTHESIZE THIS INFORMATION INTO TREND REPORTS, TOOLS, RESOURCES, AND PUBLICATIONS TO HELP SCHOOL LEADERS MEET THE CHALLENGES OF EDUCATING STUDENTS IN THE 21ST CENTURY. PROGRAMS THAT SUPPORT THIS INCLUDE PUBLIC POLICY RESEARCH AND INFORMATION, THE NAIS WEBSITE, E-COMMUNITIES, POPULATION DEMOGRAPHICS DATA SERVICE, AND SURVEY TOOLS FOR SCHOOLS. REVENUES INCLUDE TOTAL MEMBER DUES, BOOK AND MAGAZINE ADS AND SUBSCRIPTIONS AND SALES OF TOOLS AND ANALYSIS SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,350,160 | ExpenseAmt |
| Revenue | $9,947,901 | RevenueAmt |
| Desc | EQUITY, JUSTICE AND ACCESSIBILITY PROGRAMS: THESE PROGRAMS HELP SCHOOLS EMBRACE DIVERSITY AND PROVIDE TOOLS & RESOURCES TO ENSURE THAT THEY ARE SERVING STUDENTS FROM ALL SEGMENTS OF THEIR COMMUNITIES. OVER 3,000 SCHOOL LEADERS AND STUDENTS ATTENDED OUR JOINT PEOPLE OF COLOR CONFERENCE AND STUDENT DIVERSITY AND LEADERSHIP CONFERENCE THIS YEAR. WE ALSO HELP FAMILIES WITH FINANCIAL NEED TO ACCESS OUR SCHOOLS BY PROVIDING SCHOOLS WITH AN ONLINE SERVICE THAT OBJECTIVELY ASSESSES FINANCIAL NEED TO HELP SCHOOLS MAKE AID DECISIONS IN A FAIR AND EQUITABLE MANNER. OVER 150,000 FAMILIES BENEFITED FROM THIS SERVICE THIS YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,382,313 | ExpenseAmt |
| Revenue | $4,410,217 | RevenueAmt |
| Desc | LEADERSHIP TRAINING & PROFESSIONAL DEVELOPMENT: THIS IS A SERIES OF TRAINING PROGRAMS DESIGNED TO DEVELOP AND SUPPORT SCHOOL LEADERS. IT INCLUDES OUR ANNUAL CONFERENCE, THE LARGEST GATHERING OF INDEPENDENT SCHOOL LEADERS IN THE INDUSTRY, VARIOUS SUMMER LEADERSHIP INSTITUTES, TRAINING FOR SCHOOL TRUSTEES, NEW SCHOOL HEADS, AND AN ENVIRONMENTAL SUMMIT. OVER 6,000 PEOPLE PARTICIPATED IN THESE PROGRAMS THIS YEAR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $294,390 | ExpenseAmt |
| Desc | OTHER PROGRAM SERVICES: THIS IS PRIMARILY THE ACTIVITIES OF THE BOARD OF TRUSTEES AND SOME MISCELLANEOUS PROGRAM REVENUES AND EXPENSES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $294,390 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $20,472,062 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 179 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 69 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COREY MCINTYRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029739700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1129 20TH ST NW SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200363425 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 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 |
|---|---|---|---|---|---|---|---|
| KATHERINE DINH | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BERNIE NOE | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRYAN GARMAN | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SAXENIAN | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM MCMANUS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRAN M BISSELLE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK A BROOKS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PILAR CABEZA DE VACA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN CHANDLER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH COLEMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK C DAVIS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK DEGIOIA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDALL C DUNN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM SCOTT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN BUCHANAN HILL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WANDA M HOLLAND GREENE | |||||||
| TRUSTEE, AUDIT CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN KATZMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SIRI AKAL SINGH KHALSA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| D SCOTT LOONEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HORN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALBERT L THROCKMORTON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW T WATSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CHUBB | |||||||
| PRESIDENT | 40.00 | Yes (X) | $741,744 | $0 | $55,949 | ||
| MIKE FLANAGAN | |||||||
| CEO, SERVICES DIVISION | 40.00 | Yes (X) | $282,170 | $0 | $26,650 | ||
| DONNA OREM | |||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $237,535 | $0 | $66,852 | ||
| COREY MCINTYRE | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $221,875 | $0 | $32,709 | ||
| JEFFERSON BURNETT | |||||||
| SENIOR VICE PRESIDENT | 40.00 | $209,387 | $0 | $27,410 | Yes (X) | ||
| MARK MITCHELL | |||||||
| VP, SCHOOL & STUDENT SERVI | 40.00 | $176,540 | $0 | $23,993 | Yes (X) | ||
| KRISTEN Z SHERLICK | |||||||
| SENIOR VICE PRESIDENT | 40.00 | $159,474 | $0 | $18,543 | Yes (X) | ||
| HILARY D LAMONTE | |||||||
| SENIOR VICE PRESIDENT | 40.00 | $158,089 | $0 | $23,892 | Yes (X) | ||
| KRISTEN C POWER | |||||||
| NATIONAL DIRECTOR | 40.00 | $150,912 | $0 | $16,877 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,337,726 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $292,875 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TERPSYS | |||||
| 1209841 WASHINGTONIAN SUITE 200 | GAITHERSBURG | MD | 20878 | CONSULTING | $1,366,630 |
| DATABANK | |||||
| 2912 MONUMENTUM PLACE | CHICAGO | IL | 60689 | SOFTWARE SOLUTIONS | $1,056,748 |
| EXPONENT PARTNERS | |||||
| 901 MASON STREET STE 105 | SAN FRANCISCO | CA | 94103 | CONSULTING | $762,796 |
| THE CONNECTION | |||||
| 11351 RUPP DRIVE | BURNSVILLE | MN | 55337 | CONSULTING | $740,993 |
| PRODUCTION RESOURCES GROUP | |||||
| PO BOX 731516 | DALLAS | TX | 75373 | AV RENTAL | $717,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $37,500 | AllOtherContributionsAmt |
| Total Contributions | $37,500 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBER DUES | 900099 | $9,094,903 | $9,094,903 | |
| CONFERENCES | 900099 | $7,626,225 | $7,626,225 | |
| PARENT OUTREACH SERVICES | 900099 | $6,694,163 | $6,694,163 | |
| PUBLICATIONS | 541800 | $990,898 | $639,012 | $351,886 |
| OTHER PROGRAM SERVICES | 900099 | $217,446 | $217,446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,623,635 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $332,348 | TotalRevenueColumnAmt |
| Exclusion | $332,348 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,000 | TotalRevenueColumnAmt |
| Exclusion | $1,000 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,994,483 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,271,749 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $351,886 | UnrelatedBusinessRevenueAmt |
| Exclusion | $333,348 | 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 | $1,508,758 | TotalAmt |
| Program Services | $1,347,586 | ProgramServicesAmt |
| Management And General | $156,930 | ManagementAndGeneralAmt |
| Fundraising | $4,242 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,493,679 | TotalAmt |
| Program Services | $5,779,144 | ProgramServicesAmt |
| Management And General | $678,688 | ManagementAndGeneralAmt |
| Fundraising | $35,847 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,118 | TotalAmt |
| Program Services | $147,724 | ProgramServicesAmt |
| Management And General | $26,805 | ManagementAndGeneralAmt |
| Fundraising | $1,589 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,456 | TotalAmt |
| Program Services | $398,876 | ProgramServicesAmt |
| Management And General | $46,292 | ManagementAndGeneralAmt |
| Fundraising | $2,288 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,112 | TotalAmt |
| Program Services | $346,952 | ProgramServicesAmt |
| Management And General | $40,138 | ManagementAndGeneralAmt |
| Fundraising | $2,022 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,633 | TotalAmt |
| Program Services | $29,063 | ProgramServicesAmt |
| Management And General | $30,570 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,906 | TotalAmt |
| Program Services | $32,883 | ProgramServicesAmt |
| Management And General | $3,840 | ManagementAndGeneralAmt |
| Fundraising | $183 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,001 | TotalAmt |
| Program Services | $8,019 | ProgramServicesAmt |
| Management And General | $937 | ManagementAndGeneralAmt |
| Fundraising | $45 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,590,694 | TotalAmt |
| Program Services | $3,443,319 | ProgramServicesAmt |
| Management And General | $146,070 | ManagementAndGeneralAmt |
| Fundraising | $1,305 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,582 | TotalAmt |
| Program Services | $131,862 | ProgramServicesAmt |
| Management And General | $3,720 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $902,865 | TotalAmt |
| Program Services | $840,398 | ProgramServicesAmt |
| Management And General | $58,224 | ManagementAndGeneralAmt |
| Fundraising | $4,243 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $841,831 | TotalAmt |
| Program Services | $806,816 | ProgramServicesAmt |
| Management And General | $34,029 | ManagementAndGeneralAmt |
| Fundraising | $986 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751,542 | TotalAmt |
| Program Services | $669,794 | ProgramServicesAmt |
| Management And General | $78,032 | ManagementAndGeneralAmt |
| Fundraising | $3,716 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $875,644 | TotalAmt |
| Program Services | $767,648 | ProgramServicesAmt |
| Management And General | $107,633 | ManagementAndGeneralAmt |
| Fundraising | $363 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,963,369 | TotalAmt |
| Program Services | $3,920,747 | ProgramServicesAmt |
| Management And General | $38,145 | ManagementAndGeneralAmt |
| Fundraising | $4,477 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,226,272 | TotalAmt |
| Program Services | $1,200,976 | ProgramServicesAmt |
| Management And General | $24,146 | ManagementAndGeneralAmt |
| Fundraising | $1,150 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,963 | TotalAmt |
| Program Services | $41,006 | ProgramServicesAmt |
| Management And General | $4,732 | ManagementAndGeneralAmt |
| Fundraising | $225 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING/PUBLICATION | $660,129 | $487,495 | $172,619 | $15 |
| PROFESSIONAL DEVELOPMEN | $90,738 | $16,157 | $74,541 | $40 |
| MISCELLANEOUS | $56,732 | $55,597 | $1,129 | $6 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,262,024 | TotalAmt |
| Program Services | $20,472,062 | ProgramServicesAmt |
| Management And General | $1,727,220 | ManagementAndGeneralAmt |
| Fundraising | $62,742 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,763 | BOYAmt |
| EOY | $457,511 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,923,070 | BOYAmt |
| EOY | $18,569,709 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,343 | BOYAmt |
| EOY | $80,560 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,980 | BOYAmt |
| EOY | $444,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,393,721 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,863,658 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,624,259 | BOYAmt |
| EOY | $4,530,063 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,042,801 | BOYAmt |
| EOY | $9,986,539 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,840 | BOYAmt |
| EOY | $112,513 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,753,056 | BOYAmt |
| EOY | $34,180,903 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,548,437 | BOYAmt |
| EOY | $1,272,089 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,603,763 | BOYAmt |
| EOY | $6,884,484 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,519,032 | BOYAmt |
| EOY | $1,443,068 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,671,232 | BOYAmt |
| EOY | $9,599,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,081,824 | BOYAmt |
| EOY | $24,581,262 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,081,824 | BOYAmt |
| EOY | $24,581,262 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,753,056 | BOYAmt |
| EOY | $34,180,903 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,732,459 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$232,502 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$519 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $141,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,500 | CurrentTaxYearAmt |
| Total | $316,400 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,848,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,456,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,446,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,872,492 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,623,635 | CurrentTaxYearAmt |
| Total | $111,247,965 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,989,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,531,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,471,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,909,992 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,661,135 | CurrentTaxYearAmt |
| Total | $111,564,365 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $111,564,365 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $260,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $278,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $252,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $258,769 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $332,348 | CurrentTaxYearAmt |
| Total | $1,382,377 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $260,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $278,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $252,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $258,769 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $332,348 | CurrentTaxYearAmt |
| Total | $1,382,377 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,249,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,810,548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,724,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,168,761 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,993,483 | CurrentTaxYearAmt |
| Total | $112,946,742 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98780 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98800 | PublicSupportPY509Pct |
| Investment Income CY | 0.01220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01200 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $77 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $77 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,261,947 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $22,262,024 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $386 | CurrentYearMinus3Amt |
| Current Year Minus2 | $386 | CurrentYearMinus2Amt |
| Current Year Minus1 | $387 | CurrentYearMinus1Amt |
| Current Year | $77 | CurrentYearAmt |
| Total | $1,236 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,042,801 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$56,261 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,986,540 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000,403 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $42,398 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $10,042,801 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,544,846 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,455,557 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $10,000,403 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,663,309 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $881,537 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,544,846 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,807,248 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$143,939 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,663,309 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,146,020 | OtherCostOrOtherBasisAmt |
| Depreciation | $428,078 | DepreciationAmt |
| Book Value | $717,942 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $543,130 | OtherCostOrOtherBasisAmt |
| Depreciation | $360,940 | DepreciationAmt |
| Book Value | $182,190 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,704,571 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,074,640 | DepreciationAmt |
| Book Value | $3,629,931 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,530,063 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT BENEFITS | $1,263,889 |
| DEFERRED COMPENSATION | $179,179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,443,068 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,761,981 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$232,502 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$232,502 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,994,483 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,994,483 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,262,543 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $519 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $519 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,262,024 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,262,024 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | BOARD RESTRICTED FUNDS SET ASIDE TO PROVIDE LONG-TERM INVESTMENT INCOME TO THE ORGANIZATION. |
| PART X, LINE 2: | NAIS COMPLIES WITH THE PROVISIONS OF THE FASB ACCOUNTING STANDARDS CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED JUNE 30, 2016 AND 2015, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NON-CASH RENT EXPENSE |
| PART XII, LINE 4B | NON-CASH RENT EXPENSE - $519 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN CHUBB | ||||||||||||||
| PRESIDENT | $371,126 | $0 | $0 | $0 | $370,618 | $0 | $49,152 | $0 | $6,797 | $0 | $797,693 | $0 | $26,716 | $0 |
| MIKE FLANAGAN | ||||||||||||||
| CEO, SERVICES DIVISION | $262,780 | $0 | $18,950 | $0 | $440 | $0 | $15,900 | $0 | $10,750 | $0 | $308,820 | $0 | $0 | $0 |
| DONNA OREM | ||||||||||||||
| CHIEF OPERATING OFFICER | $232,991 | $0 | $2,000 | $0 | $2,544 | $0 | $57,249 | $0 | $9,603 | $0 | $304,387 | $0 | $0 | $0 |
| COREY MCINTYRE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $219,585 | $0 | $1,975 | $0 | $315 | $0 | $22,261 | $0 | $10,448 | $0 | $254,584 | $0 | $0 | $0 |
| JEFFERSON BURNETT | ||||||||||||||
| SENIOR VICE PRESIDENT | $206,165 | $0 | $2,000 | $0 | $1,222 | $0 | $20,531 | $0 | $6,879 | $0 | $236,797 | $0 | $0 | $0 |
| MARK MITCHELL | ||||||||||||||
| VP, SCHOOL & STUDENT SERVI | $174,206 | $0 | $2,000 | $0 | $334 | $0 | $17,207 | $0 | $6,786 | $0 | $200,533 | $0 | $0 | $0 |
| KRISTEN Z SHERLICK | ||||||||||||||
| SENIOR VICE PRESIDENT | $157,333 | $0 | $1,850 | $0 | $291 | $0 | $15,481 | $0 | $3,062 | $0 | $178,017 | $0 | $0 | $0 |
| HILARY D LAMONTE | ||||||||||||||
| SENIOR VICE PRESIDENT | $155,809 | $0 | $1,825 | $0 | $455 | $0 | $15,974 | $0 | $7,918 | $0 | $181,981 | $0 | $0 | $0 |
| KRISTEN C POWER | ||||||||||||||
| NATIONAL DIRECTOR | $142,083 | $0 | $8,660 | $0 | $169 | $0 | $8,543 | $0 | $8,334 | $0 | $167,789 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | JOHN CHUBB (PRESIDENT) - SEVERANCE PAYMENT - $311,250, 457(F) PLAN AMOUNT PAID OUT - $52,681 DONNA OREM (CHIEF OPERATING OFFICER) - 457(F) PLAN AMOUNT CONTRIBUTED - $33,333 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | NAIS' MEMBERS ARE THOSE INDIVIDUALS AND SCHOOLS WHO CHOOSE TO PARTICIPATE IN THE ASSOCIATION'S MISSION AND SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS APPROVE NEW TRUSTEES TO THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | NAIS MEMBERS VOTE ON BOARD OF TRUSTEES NOMINEES AND OFFICERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE COMPLETED FORM 990 IS EMAILED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY YEAR THE CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM IS CIRCULATED TO THE ENTIRE BOARD AND STAFF. ALL POTENTIAL BOARD CONFLICTS ARE COLLATED AND PROVIDED TO THE BOARD OFFICERS, ASSOCIATION PRESIDENT, AND MANAGEMENT TEAM FOR CONSIDERATION AND TRACKING. THE POLICY ALSO REQUIRES DISCLOSURE OF ANY CONFLICTS THAT MAY OCCUR BEFORE OR AFTER THE FORM IS SUBMITTED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION UTILIZES A COMPENSATION CONSULTANT TO WORK WITH THE BOARD IN DETERMINING THE COMPENSATION AND DRAFTING THE EMPLOYMENT CONTRACT FOR THE PRESIDENT. THIS PROCESS WAS LAST CONDUCTED DURING 2013, WHEN THE NEW PRESIDENT'S CONTRACT WAS NEGOTIATED. THE ASSOCIATION HAS ALSO UTILIZED AN OUTSIDE COMPENSATION CONSULTANT TO REVIEW THE SALARIES OF THE CFO, COO, SERVICES DIVISION CEO AND LEGAL COUNSEL. IN 2013, NAIS STARTED USING PAYSCALE, A COMPENSATION BENCHMARKING SERVICE TO BENCHMARK ALL STAFF. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE NAIS BYLAWS ARE PROVIDED ON THE NAIS WEBSITE. THE NAIS CONFLICT OF INTEREST POLICY IS PROVIDED TO THE NAIS MEMBERS THROUGH THE WEBSITE. THE NAIS FORM 990 IS PROVIDED THROUGH GUIDESTAR.ORG AND UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING AND OUTSOURCING FEES: PROGRAM SERVICE EXPENSES 3,443,319. MANAGEMENT AND GENERAL EXPENSES 146,070. FUNDRAISING EXPENSES 1,305. TOTAL EXPENSES 3,590,694. |
| FORM 990, PART XI, LINE 9: | NON-CASH RENT EXPENSE -519. |