NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS INC (EIN 04-2104741)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-04-26
- IRS object ID
- 201311169349300536
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-04-26T13:30:01-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522041603 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUIRE LEMKIN COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE SUITE 475 | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104741 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 2029739700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1129 20TH ST NW NO 800 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200363425 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | COREY MCINTYRE | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 2029739700 | Phone |
| Date Signed | 2013-04-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN SQUIRE | Name |
| PTIN | P00308177 | PTIN |
| Phone | 3014246800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | COREY MCINTYRE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1129 20TH ST NW SUITE 800 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200363425 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21249873 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NAIS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 62 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | 368001 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -266252 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 111250 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 141400 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19626227 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20848454 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 241964 | InvestmentIncomePriorYear |
| Investment Income Current Year | 260019 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19979441 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21249873 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6923647 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7468826 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 93026 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11124240 | OtherExpensePriorYear |
| Other Expenses Current Year | 11853477 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18047887 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19322303 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1931554 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1927570 | RevenuesLessExpensesCY |
| Total Assets BOY | 20189410 | TotalAssetsBOY |
| Total Assets EOY | 25453624 | TotalAssetsEOY |
| Total Liabilities BOY | 4171374 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7907690 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16018036 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17545934 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5498296 | Expense |
| Revenue | 8907996 | Revenue |
| Description | PARENT OUTREACH AND COMMUNICATION AND INFORMATION SERVICES:CONSISTS OF SERVICES THAT HELP PARENTS AND SCHOOLS OBJECTIVELY DETERMINE A FAMILY'S ABILITY TO PAY FOR SCHOOL TUITION AND OTHER EDUCATIONAL EXPENSES. INDEPENDENT SCHOOL MAGAZINE, NEWSLETTER, PUBLICATIONS, AND WEBSITE ARE OPEN FORUMS FOR EXCHANGE OF INFORMATION ABOUT ELEMENTARY AND SECONDARY EDUCATION IN GENERAL AND INDEPENDENT SCHOOLS IN PARTICULAR. VISIT OUR WEBSITE HTTP://WWW.NAIS.ORG | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8919402 | Expense |
| Revenue | 8436452 | Revenue |
| Description | LEADERSHIP, GLOBAL, & EQUITY AND JUSTICE DEVELOPMENT INITIATIVES: THESE INITIATIVES PRIMARILY INCLUDE A NATIONAL CONFERENCE AND INTENSIVE SUMMER INSTITUTES. THESE OPPORTUNITIES PROVIDE LEADERSHIP, EQUITY AND JUSTICE AND PROFESSIONAL DEVELOPMENT FOR INDIVIDUALS IN MANY ROLES IN SCHOOLS AND AT MANY STAGES IN THEIR CAREER. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3080185 | Expense |
| Revenue | 3504206 | Revenue |
| Description | MEMBER FORUMS: OUR KEY MEMBER FORUM PROGRAM IS THE NAIS ANNUAL CONFERENCE, WHICH IS THE LARGEST ANNUAL GATHERING OF INDEPENDENT SCHOOL LEADERS, ADMINISTRATORS, AND TEACHERS. IT IS THE MEETING PLACE FOR THOUSANDS OF PROFESSIONALS TO NETWORK, SHARE IDEAS, DEVELOP SKILLS AND KNOWLEDGE, AND CELEBRATE INDEPENDENT EDUCATION. MEMBER FORUMS ALSO INCLUDE COLLABORATION TOOLS AND OTHER MEETINGS THAT HELP PROFESSIONALS TO NETWORK AND SHARE IDEAS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 255136 | Expense |
| Revenue | -200 | Revenue |
| Description | INFORMATION AND RESEARCH, ADVOCACY & STANDARDS, AND RECRUITMENT & RETENTION AND OTHER PROGRAMS: CONSISTS OF STATSONLINE SERVICE, ANNUAL INDUSTRY SURVEY THAT COLLECTS SCHOOL OPERATING AND FINANCIAL METRICS AND PROVIDES MEMBERS WITH INTERACTIVE BENCHMARKING TOOLS AND STATISTICAL REPORTS. ADVOCACY INCLUDES EFFORTS TO ADVANCE THE COLLECTIVE VOICE OF INDEPENDENT SCHOOLS IN MEDIA, PUBLIC RELATIONS, AND PUBLIC POLICY POSITIONS. ALSO INCLUDES PERIODIC E-BULLETINS TO MEMBERS ON CRITICAL LEGISLATIVE/REGULATORY ISSUES. RECRUITMENT AND RETENTION EFFORTS INCLUDE TEACHER SATISFACTION SURVEYS, TOOLS AND STRATEGIES TO HIRE AND RETAIN SKILLED FACULTY, AND A CAREER CENTER THAT LINKS JOB SEEKERS AND SCHOOL EMPLOYERS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 255136 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | -200 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 17753019 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 193 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 62 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2029739700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1129 20TH ST NW SUITE 800 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200365695 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DAVID CHOJNACKI | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN E CREEDEN | |||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| BRYAN GARMAR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARK A BROOKS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WANDA M HOLLAND GREENE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN KATZMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LOU SALZA | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X | |
| JERROLD I KATZ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DENNIS BISGAARD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PAUL D CHAPMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KATHERINE DINH | |||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| ELIZABETH DUFFY | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X | |
| BARBARA EGAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| D SCOTT LOONEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BERNIE NOE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES G ROGERS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CAROLYN CHANDLER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ALBERT L THROCKMORTON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL SAXENIAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ANDREW T WATSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JERRY KATZ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PILAR CABEZA DE VACA | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RANDALL C DUNN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ELIZABETH COLEMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT M WITT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PATRICK F BASSETT | |||||||
| PRESIDENT | 40.00 | 416731 | 0 | 84384 | X | ||
| DONNA OREM | |||||||
| CHIEF OPERATING OFCR | 40.00 | 208932 | 0 | 28385 | X | ||
| COREY MCINTYRE | |||||||
| CHIEF FINANCIAL OFCR | 40.00 | 194759 | 0 | 26345 | X | ||
| MIKE FLANAGAN | |||||||
| CEO, SERVICES DIVISION | 40.00 | 229943 | 0 | 21730 | X | ||
| NANCY RALEY | |||||||
| VP COMMUNICATIONS | 40.00 | 152093 | 0 | 22861 | X | ||
| MARK MITCHELL | |||||||
| VP SCHOOL INFO SVCS | 40.00 | 161427 | 0 | 23787 | X | ||
| JEFFERSON C BURNETT | |||||||
| VP GOVT. & COMM. RELATIONS | 40.00 | 182708 | 0 | 25809 | X | ||
| JOHN RODRIGUES | |||||||
| VP INFO. TECH. | 40.00 | 165595 | 0 | 24179 | X | ||
| GENE BATISTE | |||||||
| VP, LEADERSHIP, EDUCATION | 40.00 | 149017 | 0 | 22638 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1861205 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 280118 | TotalOtherCompensation |
| Number Individuals GT100 K | 16 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FOLDERWAVE | |||||
| 238 LITTLETON ROAD | WESTFORD | MA | 01886 | SOFTWARE MAINTENANCE | 1613957 |
| THE CONNECTION | |||||
| 11351 RUPP DRIVE | BURNSVILLE | MN | 55337 | CONTACT CENTER/FULFILLMENT | 818581 |
| GAYLORD NATIONAL RESORT AND CONVENTION C | |||||
| 201 WATERFRONT STREET | NATIONAL HARBOR | MD | 20745 | CONSULTING | 724416 |
| PROTECH ASSOCIATES INC | |||||
| 5457 TWIN KNOLLS RDM SUITE 400 | COLUMBIA | MD | 21045 | CONSULTING | 326165 |
| PRG | |||||
| 200 BUSINESS PARK DR SUITE 109 | ARMONK | NY | 10504 | CONSULTING | 290610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 20 | NumberOfContractorsGT100K |
| All Other Contributions | 141400 | AllOtherContributions |
| Total Contributions | 141400 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEMBER DUES | 900099 | 7740632 | 7740632 | |
| CONFERENCES | 900099 | 5979126 | 5979126 | |
| PARENT OUTREACH SERVIC | 900099 | 5944968 | 5944968 | |
| PUBLICATIONS | 541800 | 1052861 | 684860 | 368001 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 130867 | TotalRevenueColumn |
| Related Or Exempt Function Income | 130867 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20848454 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 258069 | TotalRevenueColumn |
| Exclusion | $258,069 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1950 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1950 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1950 | TotalRevenueColumn |
| Exclusion | $1,950 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21249873 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20480453 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 368001 | UnrelatedBusinessRevenue |
| Exclusion | $260,019 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1268699 | Total |
| Program Services | 1101910 | ProgramServices |
| Management And General | 149813 | ManagementAndGeneral |
| Fundraising | 16976 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4996867 | Total |
| Program Services | 4407415 | ProgramServices |
| Management And General | 546832 | ManagementAndGeneral |
| Fundraising | 42620 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 462889 | Total |
| Program Services | 405895 | ProgramServices |
| Management And General | 53137 | ManagementAndGeneral |
| Fundraising | 3857 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 390537 | Total |
| Program Services | 345003 | ProgramServices |
| Management And General | 41704 | ManagementAndGeneral |
| Fundraising | 3830 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349834 | Total |
| Program Services | 308929 | ProgramServices |
| Management And General | 37451 | ManagementAndGeneral |
| Fundraising | 3454 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76016 | Total |
| Program Services | 65345 | ProgramServices |
| Management And General | 10195 | ManagementAndGeneral |
| Fundraising | 476 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39515 | Total |
| Program Services | 34773 | ProgramServices |
| Management And General | 4347 | ManagementAndGeneral |
| Fundraising | 395 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12000 | Total |
| Management And General | 12000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4357896 | Total |
| Program Services | 4236875 | ProgramServices |
| Management And General | 118535 | ManagementAndGeneral |
| Fundraising | 2486 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140217 | Total |
| Program Services | 134369 | ProgramServices |
| Management And General | 5844 | ManagementAndGeneral |
| Fundraising | 4 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 895145 | Total |
| Program Services | 822878 | ProgramServices |
| Management And General | 68802 | ManagementAndGeneral |
| Fundraising | 3465 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329137 | Total |
| Program Services | 303637 | ProgramServices |
| Management And General | 23709 | ManagementAndGeneral |
| Fundraising | 1791 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 676213 | Total |
| Program Services | 595157 | ProgramServices |
| Management And General | 74301 | ManagementAndGeneral |
| Fundraising | 6755 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 678897 | Total |
| Program Services | 619467 | ProgramServices |
| Management And General | 57981 | ManagementAndGeneral |
| Fundraising | 1449 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2838323 | Total |
| Program Services | 2793991 | ProgramServices |
| Management And General | 42182 | ManagementAndGeneral |
| Fundraising | 2150 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673014 | Total |
| Program Services | 638354 | ProgramServices |
| Management And General | 31772 | ManagementAndGeneral |
| Fundraising | 2888 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37761 | Total |
| Program Services | 34045 | ProgramServices |
| Management And General | 3406 | ManagementAndGeneral |
| Fundraising | 310 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRINTING/PUBLICATION | 995329 | 869605 | 125638 | 86 |
| PROFESSIONAL DEVELOPMEN | 86224 | 17704 | 68495 | 25 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17790 | Total |
| Program Services | 17667 | ProgramServices |
| Management And General | 114 | ManagementAndGeneral |
| Fundraising | 9 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19322303 | Total |
| Program Services | 17753019 | ProgramServices |
| Management And General | 1476258 | ManagementAndGeneral |
| Fundraising | 93026 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173958 | BOY |
| EOY | 248559 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10354177 | BOY |
| EOY | 14102863 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81300 | BOY |
| EOY | 84582 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 231219 | BOY |
| EOY | 220473 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280798 | BOY |
| EOY | 243415 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6833039 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3942616 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1260710 | BOY |
| EOY | 2890423 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7807248 | BOY |
| EOY | 7663309 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20189410 | BOY |
| EOY | 25453624 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1370265 | BOY |
| EOY | 1337590 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2227482 | BOY |
| EOY | 4752808 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 573627 | BOY |
| EOY | 1817292 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4171374 | BOY |
| EOY | 7907690 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16018036 | BOY |
| EOY | 17545934 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16018036 | BOY |
| EOY | 17545934 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20189410 | BOY |
| EOY | 25453624 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1927570 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -399672 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6789728 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6990971 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6914609 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7341339 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7882032 | CurrentTaxYear |
| Total | 35918679 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12160216 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10651485 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11376584 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12396137 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13107822 | CurrentTaxYear |
| Total | 59692244 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18949944 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17642456 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18291193 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19737476 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20989854 | CurrentTaxYear |
| Total | 95610923 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 95610923 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 357682 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 302544 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 176863 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 241964 | CurrentTaxYearMinus1Year |
| Current Tax Year | 260019 | CurrentTaxYear |
| Total | 1339072 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 357682 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 302544 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 176863 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 241964 | CurrentTaxYearMinus1Year |
| Current Tax Year | 260019 | CurrentTaxYear |
| Total | 1339072 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 332241 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 481210 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15288 | CurrentTaxYearMinus2Years |
| Total | 828739 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19639867 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18426210 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18483344 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19979440 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21249873 | CurrentTaxYear |
| Total | 97778734 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97780 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96960 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01370 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01820 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 199 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 199 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 19322104 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 19322303 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 921527 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 3921527 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,882,291 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 3744 | CurrentYearMinus3 |
| Current Year Minus2 | 4995 | CurrentYearMinus2 |
| Current Year Minus1 | 191 | CurrentYearMinus1 |
| Current Year | 199 | CurrentYear |
| Total | 9129 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 230382 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 980382 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,470,573 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 3566 | CurrentYearMinus3 |
| Current Year Minus2 | 4659 | CurrentYearMinus2 |
| Total | 8225 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7807248 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -143939 | InvestmentEarningsOrLosses |
| End Of Year Balance | 7663309 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6197816 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1609432 | InvestmentEarningsOrLosses |
| End Of Year Balance | 7807248 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6641549 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -443733 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6197816 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8408706 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1767157 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6641549 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1520687 | OtherCostOrOtherBasis |
| Depreciation | 417465 | Depreciation |
| Book Value | 1103222 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1425801 | OtherCostOrOtherBasis |
| Depreciation | 882070 | Depreciation |
| Book Value | 543731 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3886551 | OtherCostOrOtherBasis |
| Depreciation | 2643081 | Depreciation |
| Book Value | 1243470 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2890423 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT BENEFITS | $1,268,023 |
| DEFERRED COMPENSATION | $549,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1817292 | TotalOfAmounts |
| Total Revenue | 21249873 | TotalRevenue |
| Total Expenses | 19322303 | TotalExpenses |
| Excess Or Deficit For Year | 1927570 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -399672 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -399672 | TotalAdjustments |
| Excess Or Deficit Per FS | 1527898 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 20850201 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -399672 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -399672 | RevenueNotRptdF990 |
| Revenue Subtotal | 21249873 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21249873 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19322303 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19322303 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 19322303 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | BOARD RESTRICTED FUNDS SET ASIDE TO PROVIDE ASSISTANCE TO THE LONG-TERM INVESTMENT FUND. |
| NAIS ADOPTED THE PROVISIONS OF THE FASB ACCOUNTING STANDARDS CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, DURING THE YEAR ENDED JUNE 30, 2010. FOR THE YEARS ENDED JUNE 30, 2012 AND 2011, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICK F BASSETT | |||||||||||||
| 408732 | 0 | 5325 | 0 | 2674 | 0 | 75000 | 0 | 9384 | 0 | 501115 | 0 | 0 | 0 |
| DONNA OREM | |||||||||||||
| 204556 | 0 | 2925 | 0 | 1451 | 0 | 20578 | 0 | 7807 | 0 | 237317 | 0 | 0 | 0 |
| COREY MCINTYRE | |||||||||||||
| 191235 | 0 | 2925 | 0 | 599 | 0 | 19038 | 0 | 7307 | 0 | 221104 | 0 | 0 | 0 |
| MIKE FLANAGAN | |||||||||||||
| 203395 | 0 | 25000 | 0 | 1548 | 0 | 13015 | 0 | 8715 | 0 | 251673 | 0 | 0 | 0 |
| NANCY RALEY | |||||||||||||
| 148219 | 0 | 2925 | 0 | 949 | 0 | 15054 | 0 | 7807 | 0 | 174954 | 0 | 0 | 0 |
| MARK MITCHELL | |||||||||||||
| 158821 | 0 | 2500 | 0 | 106 | 0 | 15980 | 0 | 7807 | 0 | 185214 | 0 | 0 | 0 |
| JEFFERSON C BURNETT | |||||||||||||
| 178595 | 0 | 2925 | 0 | 1188 | 0 | 18002 | 0 | 7807 | 0 | 208517 | 0 | 0 | 0 |
| JOHN RODRIGUES | |||||||||||||
| 162461 | 0 | 2850 | 0 | 284 | 0 | 16372 | 0 | 7807 | 0 | 189774 | 0 | 0 | 0 |
| GENE BATISTE | |||||||||||||
| 145095 | 0 | 2925 | 0 | 997 | 0 | 14831 | 0 | 7807 | 0 | 171655 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | PATRICK BASSETT (PRESIDENT) - 457(F) PLAN - $277,110 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JACK CREEDEN IS EMPLOYED BY AN ORGANIZATION THAT HAS BRYAN GARMAN AND PAUL CHAPMAN ON ITS BOARD. BERNIE NOE IS EMPLOYED BY AN ORGANIZATION THAT HAS SKIP KOTKINS ON ITS BOARD. | |
| 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 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 2008, WHEN A 5 YEAR CONTRACT WAS ENACTED. THE ASSOCIATION ALSO UTILIZED AN OUTSIDE COMPENSATION CONSULTANT TO REVIEW THE SALARIES OF THE CFO, COO, SERVICES DIVISION CEO AND LEGAL COUNSEL. | |
| 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 XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -399,672. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2 | THE FINANCIAL STATEMENTS INCLUDE A FOOTNOTE WHICH SAYS: NAIS COMPLIES WITH THE PROVISIONS OF THE FASB ACCOUNTING STANDARDS CODIFICATION TOPIC "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES". FOR THE YEARS ENDED JUNE 30, 2012 AND 2011, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. | ACCOUNTING FOR UNCERTAIN TAX PROVISIONS |
| THE ORGANIZATION'S AUDIT COMMITTEE ASSUMES OVERSIGHT OF THE AUDIT AND IS RESPONSIBLE FOR SELECTING THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. |