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SOUTHEASTERN ASSOCIATION OF SCHOOL BUSINESS OFFICIALS: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SOUTHEASTERN ASSOCIATION OF SCHOOL BUSINESS OFFICIALS (EIN 35-2391966)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-09-17
IRS object ID
201232619349300803
Schema version
2011v1.2
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

FieldValueIRS element (for citing)
Timestamp2012-09-17T08:38:48-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN560587953EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GILLIAM COBLE & MOSER LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 621AddressLine1
CityBURLINGTONCity
StateNCState
ZIP Code272160621ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN352391966EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SOUTHEASTERN ASSOCIATION OF SCHOOLBusinessNameLine1
Business Name Line2BUSINESS OFFICIALSBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlSOUTNameControl
Phone3362699922Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2155AddressLine1
CityBURLINGTONCity
StateNCState
ZIP Code272162155ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSANDY HALLIWELLName
TitlePRESIDENT ELECTTitle
Phone3362699922Phone
Date Signed2012-09-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJEREMY C HARTLEName
PTINP00643154PTIN
Phone3362276283Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSANDY HALLIWELLNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO BOX 2155AddressLine1
CityBURLINGTONCity
StateNCState
ZIP Code272162155ZIPCode
FieldValueIRS element (for citing)
Gross Receipts306985GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.SASBO.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2010YearFormation
State Legal DomicileNCStateLegalDomicile
Activity Or Mission DescriptionTO PROMOTE NETWORKING AND PROFESSIONAL DEVELOPMENT OF SCHOOL BUSINESS ADMIN. PERSONNEL.ActivityOrMissionDescription
Nbr Voting Members Governing Body16NbrVotingMembersGoverningBody
Nbr Independent Voting Members16NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers35TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year21933ContributionsGrantsPriorYear
Contributions Grants Current Year24026ContributionsGrantsCurrentYear
Program Service Revenue Prior Year149611ProgramServiceRevenuePriorYear
Program Service Revenue CY226771ProgramServiceRevenueCY
Investment Income Prior Year1842InvestmentIncomePriorYear
Investment Income Current Year1346InvestmentIncomeCurrentYear
Other Revenue Prior Year59747OtherRevenuePriorYear
Other Revenue Current Year54842OtherRevenueCurrentYear
Total Revenue Prior Year233133TotalRevenuePriorYear
Total Revenue Current Year306985TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year268431OtherExpensePriorYear
Other Expenses Current Year290077OtherExpensesCurrentYear
Total Expenses Prior Year268431TotalExpensesPriorYear
Total Expenses Current Year290077TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-35298RevenuesLessExpensesPriorYear
Revenues Less Expenses CY16908RevenuesLessExpensesCY
Total Assets BOY475741TotalAssetsBOY
Total Assets EOY519800TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY27151TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY475741NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY492649NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE MISSION OF THE SOUTHEASTERN ASSOCIATION OF SCHOOL BUSINESS OFFICIALS (SASBO) IS TO PROVIDE NETWORKING, PROFESSIONAL DEVELOPMENT AND RELEVANT INFORMATION TO PROMOTE AND ADVANCE PERSONNEL ENGAGED IN POSITIONS SUPPORTING EDUCATION IN AREAS OF BUSINESS AND ADMINISTRATIVE SERVICES THROUGHOUT THE SOUTHEAST.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense195344Expense
Revenue281613Revenue
DescriptionACTIVITIES INCLUDE EDUCATION CONFERENCES WITH 500+ ATTENDEES, LEADERSHIP SUMMIT WITH 60+ ATTENDEES, WEBSITE, 4 NEWSLETTERS A YEAR, ONLINE TRAINING COURSES AND A MEMBERSHIP DIRECTORY AND ANNUAL REPORT.Description
Total Program Service Expense195344TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members16NbrVotingGoverningBodyMembers
Number Independent Voting Members16NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1DEBRA DIXON-DOSSBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3362699922TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14528 LAKESHORE LANEAddressLine1
CityBURLINGTONCity
StateNCState
ZIP Code27217ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
ROGER UNDERWOOD
PRESIDENT5.00XX000
NATHAN BARBER
VICE PRESIDENT2.00XX000
SANDY HALLIWELL
PRESIDENT ELECT2.00XX000
GAIL BINDER
PAST PRESIDENT2.00XX000
SHARON ADAMS
DIRECTOR1.00X000
TOM ASHLEY
DIRECTOR1.00X000
STEVEN BATESON
DIRECTOR1.00X000
MARCENA BRYSON
DIRECTOR1.00X000
DONNIE CARDWELL
DIRECTOR1.00X000
LESIA CASANOVAS
DIRECTOR1.00X000
SHERYLE COAKER
DIRECTOR1.00X000
ED DAUGHERTY
DIRECTOR1.00X000
TERRY HAAS
DIRECTOR1.00X000
SHARON HADDIX
DIRECTOR1.00X000
KATHY HANLON
DIRECTOR1.00X000
WANDA PARKER
DIRECTOR1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Membership Dues23026MembershipDues
All Other Contributions1000AllOtherContributions
Total Contributions24026TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CONFERENCES611710127600127600
CONFERENCE EXHIBITS6117104473744737
LEADERSHIP SUMMIT6117104403544035
EXPERT EXCHANGE61171093999399
PUBLICATIONS61171010001000
FieldValueIRS element (for citing)
Total Program Service Revenue226771TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1346TotalRevenueColumn
Exclusion$1,346ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
US COMMUNITIES COMMISS6117104697946979
OBO SCHOLARSHIP PROGRA61171050005000
MISCELLANEOUS INCOME61171028632863
FieldValueIRS element (for citing)
Total Other Revenue54842TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column306985TotalRevenueColumn
Related Or Exempt Function Income281613RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,346ExclusionAmount

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total56000Total
Management And General56000ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total971Total
Program Services971ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total2650Total
Program Services2650ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total18183Total
Program Services18183ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total7284Total
Program Services7284ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total188498Total
Program Services149765ProgramServices
Management And General38733ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total1787Total
Program Services1787ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
WEB SITE39653965
OBO SCHOLARSHIP PROGRAM37793779
POSTAGE AND SHIPPING33253325
PRINTING, PUBLICATIONS21172117

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1518Total
Program Services1518ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total290077Total
Program Services195344ProgramServices
Management And General94733ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY13319BOY
EOY47582EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY462422BOY
EOY472218EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY475741BOY
EOY519800EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
EOY17480EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
EOY9671EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY27151EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY475741BOY
EOY492649EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY475741BOY
EOY492649EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY475741BOY
EOY519800EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses16908ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year21933CurrentTaxYearMinus1Year
Current Tax Year33697CurrentTaxYear
Total55630Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year149611CurrentTaxYearMinus1Year
Current Tax Year226771CurrentTaxYear
Total376382Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year171544CurrentTaxYearMinus1Year
Current Tax Year260468CurrentTaxYear
Total432012Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total509432012PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year1842CurrentTaxYearMinus1Year
Current Tax Year1346CurrentTaxYear
Total3188Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year1842CurrentTaxYearMinus1Year
Current Tax Year1346CurrentTaxYear
Total3188Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year59747CurrentTaxYearMinus1Year
Current Tax Year54842CurrentTaxYear
Total114589Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year233133CurrentTaxYearMinus1Year
Current Tax Year316656CurrentTaxYear
Total549789Total
FieldValueIRS element (for citing)
First5 Years509XFirst5Years509

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Total Revenue306985TotalRevenue
Total Expenses290077TotalExpenses
Excess Or Deficit For Year16908ExcessOrDeficitForYear
Excess Or Deficit Per FS16908ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt306985TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal306985RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990306985TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt290077TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal290077ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990290077TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11THE SASBO PRESIDENT WILL APPROVE THE FORM 990 PRIOR TO FILING THE RETURN WITH THE IRS. THE EXECUTIVE DIRECTOR WILL EMAIL A COPY OF THE FORM 990 TO THE SASBO BOARD AND INFORM THE BOARD THAT THE FORM 990 IS AVAILABLE TO ANYONE UPON REQUEST.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD OF DIRECTORS REVIEW AND UPDATE THE CONFLICT OF INTEREST POLICY ANNUALLY BEFORE SIGNING THEMSELVES. ALL NEW DIRECTORS SIGN A CONFLICT OF INTEREST POLICY AT THE BEGINNING OF THEIR TERM.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S CONFLICT OF INTEREST POLICY MAY BE PROVIDED UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT NORMALLY PROVIDED.