2026-02-25T13:49:39-06:00 2025-08-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 2000 AUSTIN TX 787019682 990 2024-09-01 746087585 TEXAS ASSOCIATION OF SCHOOL BUSINESS OFFICIALS TEXA 5126281284 5920 W WILLIAM CANNON DR BLDG 1-200 AUSTIN TX 78749 TRACY GINSBURG EXECUTIVE DIRECTOR 5126281284 2026-02-18 1 0 SHANNON PETERSON P01281287 5123703200 2026-02-04 2024 2025-03-06 01:10:19Z TRACY GINSBURG 5920 W WILLIAM CANNON DR BLDG 1-200 AUSTIN TX 78749 10390133 0 3239 X WWW.TASBO.ORG X 1986 TX ENGAGE IN A PROGRAM OF PROFESSIONAL EDUCATION AND TRAINING TO DEVELOP THE HIGHEST STANDARDS OF EFFICIENCY AND ETHICS IN THE PROFESSIONAL MANAGEMENT OF TEXAS SCHOOLS. 13 13 192 180 42400 21151 0 0 9565766 9700112 651151 647621 60723 42400 10277640 10390133 0 0 0 0 3921961 4477089 0 0 0 5449767 5189788 9371728 9666877 905912 723256 16340052 17085027 1289621 1311340 15050431 15773687 X CONNECT OUR MEMBERS - TEXAS SCHOOL BUSINESS AND OPERATIONS PROFESSIONALS - TO RELEVANT TRAINING AND A SUPPORTIVE COMMUNITY SO THEY CAN STAY AHEAD AND FIND BELONGING IN THEIR CAREERS. 0 0 3547167 0 1301380 MEMBERSHIP SERVICES - THESE SERVICES INCLUDE PROVIDING EXTENSIVE RESOURCES, OPPORTUNITIES FOR PEER INTERACTION, JOB POSTINGS, TIMELY TOPICAL COMMUNICATION THROUGH EMAILS, AND DISCOUNTS ON CONFERENCES AND WORKSHOPS. THROUGH THE ONLINE MEMBERS ONLY SITE, MEMBERS MAY ACCESS THE BEST PRACTICES RESOURCE DOCUMENTS, PARTICIPATE IN THE E-COMMUNITIES, A DISCUSSION BOARD SPECIFIC TO JOB-RELATED ISSUES, AND ACCESS THE MEMBERS DIRECTORY. 1846627 0 2325373 CONFERENCES AND EXHIBITS - TASBO HAS AN ANNUAL CONFERENCE WITH EXHIBITORS AND A SUMMER CONFERENCE WITH EXHIBITORS. CONFERENCES OFFER PROFESSIONAL TRAINING AND EDUCATION CONCERNING SCHOOL BUSINESS OPERATIONS AND LEADERSHIP GUIDANCE FOR THE ASSOCIATION. THE ANNUAL AND SUMMER CONFERENCES ARE DEVELOPED BY STAFF IN CONJUNCTION WITH COMMITTEES. 1654814 0 2483135 EDUCATIONAL COURSES - THE ASSOCIATION OFFERS PROFESSIONAL CERTIFICATION AND CONTINUING EDUCATION IN ORDER TO PROMOTE STANDARDS OF PROFESSIONAL COMPETENCE FOR TEXAS SCHOOL BUSINESS OFFICIALS. COURSES ARE OFFERED FACE-TO-FACE AND ONLINE (RECORDED AND LIVE). 1414799 0 1157358 ACADEMICS AND WORKSHOPS - THE DEVELOPMENT AND OFFERING OF VARIOUS TIMELY ACADEMIES AND WORKSHOPS PROVIDE PROFESSIONAL TRAINING AND INFORMATION TO SCHOOL DISTRICT PERSONNEL IN A VARIETY OF DELIVERY FORMATS. THESE INCLUDE ONE-DAY WORKSHOPS FOCUSING ON SINGLE TOPICS OF INTEREST, MULTIPLE-DAY ACADEMIES WITH SEVERAL PRESENTERS PROVIDING INFORMATION ON A MULTITUDE OF ISSUES, AND ONLINE WEBINARS FEATURING SHORT, 1-2 HOUR PRESENTATIONS, WHICH ARE DELIVERED ELECTRONICALLY TO THE PARTICIPANTS' DESKTOP. 206541 0 1403801 CONSULTING SERVICES - TASBO PROVIDES PROFESSIONAL EVALUATION SERVICES FOR SCHOOL DISTRICTS (MANAGEMENT REVIEWS) THAT INCLUDE A CUSTOM PROGRAM APPROPRIATE FOR THE NEEDS OF THE DISTRICT, DISTRICT VISITS BY THE EVALUATION TEAM, A BOUND REPORT WITH COMMENDATIONS AND RECOMMENDATIONS, AND UPON REQUEST, A PRESENTATION OF THE REPORT TO THE ADMINISTRATION AND/OR BOARD OF TRUSTEES. THE EVALUATION TEAMS ARE A SELECTED GROUP OF SCHOOL ADMINISTRATORS WITH EXPERTISE IN THE AREA BEING REVIEWED. TASBO ALSO PROVIDES SUPPORT TO PARTICIPANTS IN THE AREA OF SCHOOL FINANCE. PARTICIPANTS RECEIVE FUNDING ESTIMATES BASED ON CURRENT AND PROPOSED LEGISLATION ALONG WITH REGULAR UPDATES AND PRESENTATIONS, KEEPING DISTRICTS INFORMED AND THE SUPPORT TO PLAN AHEAD. 42908 952115 SPONSORSHIPS - TASBO PROVIDES THE OPPORTUNITY FOR BUSINESSES TO BRAND AND ENGAGE THEMSELVES WITH MEMBERS. SPONSORS PROVIDE VALUE TO MEMBERS AND ARE COMMITTED TO PROVIDING SOLUTIONS TO THE CHALLENGES FACING SCHOOL BUSINESS LEADERS. 76950 OTHER PROGRAMS - TASBO PROVIDES MEMBERS WITH ACCESS TO PROFESSIONAL LIABILITY INSURANCE, RECOGNIZES MEMBERS WHO HAVE IMPLEMENTED BEST PRACTICES IN THE AREA OF PURCHASING (AWARD OF MERIT), AND PARTNERS WITH FRONTLINE EDUCATION (FORECAST5 ANALYTICS) BY PROVIDING EDUCATION OPPORTUNITIES TO PARTICIPANTS IN THE UTILIZATION OF FORCAST5 ANALYTICS, A DATA ANALYTICS TOOL THAT ASSISTS DISTRICTS WITH THEIR DECISION-MAKING. 1664248 0 3590224 8712856 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 56 0 192 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X TONYA DAVIS CFO 5126281281 5920 W WILLIAM CANNON DR BLDG 1 STE AUSTIN TX 78749 JEFFRI OROSCO BOARD DIRECTOR 1.00 X 2850 0 0 PHILLIP ELLISON PRESIDENT-ELECT 1.00 X X 2650 0 0 LORI VECHIONE BOARD DIRECTOR 1.00 X 2275 0 0 MIKE BROOKS BOARD DIRECTOR 1.00 X 1500 0 0 BRENT RINGO BOARD DIRECTOR 1.00 X 0 0 0 CHRISTOPHER SMITH BOARD DIRECTOR 1.00 X 1050 0 0 CANDACE FUCHS BOARD DIRECTOR 1.00 X 1675 0 0 IRENE ELAINE COGBURN IMMED PAST PRESIDENT 1.00 X X 350 0 0 FRANCES ADAMS PAST PRESIDENT TERM PRIOR FY 34.00 X X 4650 0 0 JEREMIAH TRIMBLE PAST BOARD DIRECTOR 1.00 X 1500 0 0 LEIGH HEATHER WILSON PRESIDENT 1.00 X X 0 0 0 BRYON BRYANT VICE PRESIDENT 1.00 X X 1550 0 0 DEREK GILLARD BOARD DIRECTOR 1.00 X 0 0 0 JONATHAN HILL BOARD DIRECTOR 1.00 X 0 0 0 DANIEL WEST BOARD DIRECTOR 1.00 X 750 0 0 TRACY GINSBURG EXECUTIVE DIRECTOR 40.00 X 268598 0 24492 ROBERT HART CFO 40.00 X 145115 0 17559 TONYA DAVIS CFO 40.00 X 105009 0 10013 REBECCA BUNTE DEPUTY EXECUTIVE DIRECTOR 40.00 X 187956 0 18206 AMANDA BROWNSON DEPUTY EXECUTIVE DIRECTOR 40.00 X 207350 0 29708 THOMAS GREER ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 148560 0 24440 JASON MEEK CHIEF LEARNING OFFICER 40.00 X 145570 0 25408 JANET SPURGIN CHIEF RESEARCH OFFICER 40.00 X 186866 0 17348 REBECCA ESTRADA CHIEF CERTIFICATION OFFICE 40.00 X 137716 0 13685 DORIS FAULK CHIEF ENGAGEMENT OFFICER 40.00 X 123800 0 13083 1677340 0 193942 12 0 1 0 PIXEL LLC PO BOX 160118 NASHVILLE TN 37216 CONFERENCE AUDIO-VISUAL SERVICES 413926 LEVY PREMIUM FOODSERVICE LLC LEVY PREMIU 1001 AVENIDA DE LAS AMERICAS HOUSTON TX 77010 CONFERENCE FOOD 386092 KR ACQUISITIONS KALAHARI RESORTS OF ROUN 3001 KALAHARI BLVD ROUND ROCK TX 78665 CONFERENCE EVENT HOTEL/MEETING SPACE 344151 LEVY PREMIUM FOOD SERVICE LLC LEVY RESTA AUSTIN CONVENTION CENTER 500 E CESA AUSTIN TX 78701 CONFERENCE FOOD 276377 YES& HOLDINGS LLC 1700 DIAGONAL RD STE 700 ALEXANDRIA VA 22314 CONFERENCE AUDIO/VISUAL 157626 7 EDUCATION COURSES 900099 2483135 2483135 CONFERENCE 900099 2325373 2325373 CONSULTING SERVICES 900099 1403801 1403801 MEMBERSHIP DUES 900099 1301380 1301380 ACADEMIES AND WORKSHOPS 900099 1157358 1157358 1029065 1029065 9700112 647621 647621 ADVERTISING INCOME 541800 42400 42400 42400 10390133 9700112 42400 647621 1034806 902388 132418 2756056 2403335 352721 180682 157561 23121 235894 205753 30141 269651 235145 34506 1813 1389 424 24500 18767 5733 260798 203900 56898 14119 14119 144447 129306 15141 1240411 1157670 82741 193630 174311 19319 606496 455362 151134 2389742 2375282 14460 126082 114104 11978 81804 70883 10921 SUPPLIES AND EQUIPMENT 58205 55879 2326 DUES AND SUBSCRIPTIONS 24295 16505 7790 MISCELLANEOUS EXPENSES 23446 21197 2249 9666877 8712856 954021 0 53246 681556 9032137 9958586 406318 391983 515826 379883 3278736 1016717 2388101 2262019 3914000 3411000 30424 0 16340052 17085027 556108 435717 733513 875623 1289621 1311340 X 15050431 15773687 15050431 15773687 16340052 17085027 723256 0 X X 0 1 X 1 0 X 999685 1105785 1230340 1264630 1301380 5901820 5747132 7254517 7967393 8301136 8398732 37668910 6746817 8360302 9197733 9565766 9700112 43570730 2025 2160 2320 2030 2175 10710 0 2025 2160 2320 2030 2175 10710 43560020 29342 29027 408396 651151 647621 1765537 25252 49352 49444 29723 16709 170480 54594 78379 457840 680874 664330 1936017 8135 8689 25624 4701 47149 6809546 8447370 9681197 10251341 10364442 45553896 0.95620 0.96380 0.04250 0.03470 X 9666877 9666877 633344 158336 0 0 531686 560739 618586 633344 2344355 3516533 132922 140185 154647 158336 586090 879135 260404 260404 2189914 737667 1452247 828391 279041 549350 27 9 18 2262019 10410970 20837 20837 10390133 0 10390133 9675877 9000 9000 9666877 0 9666877 PART XI, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS CONSOLIDATED FOR BOOKS BUT NOT FOR TAX 20,837. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS CONSOLIDATED FOR BOOKS BUT NOT FOR TAX 9,000. X X X X 0 0 0 0 0 0 0 0 0 TRACY GINSBURG EXECUTIVE DIRECTOR 268598 0 0 0 0 0 23260 0 1232 0 293090 0 0 0 AMANDA BROWNSON DEPUTY EXECUTIVE DIRECTOR 207350 0 0 0 0 0 18661 0 11047 0 237058 0 0 0 REBECCA BUNTE DEPUTY EXECUTIVE DIRECTOR 187956 0 0 0 0 0 16974 0 1232 0 206162 0 0 0 JANET SPURGIN CHIEF RESEARCH OFFICER 186866 0 0 0 0 0 16818 0 530 0 204214 0 0 0 THOMAS GREER ASSOCIATE EXECUTIVE DIRECTOR 148560 0 0 0 0 0 13370 0 11070 0 173000 0 0 0 JASON MEEK CHIEF LEARNING OFFICER 145570 0 0 0 0 0 13212 0 12196 0 170978 0 0 0 ROBERT HART CFO 145115 0 0 0 0 0 13060 0 4499 0 162674 0 0 0 REBECCA ESTRADA CHIEF CERTIFICATION OFFICE 137716 0 0 0 0 0 12453 0 1232 0 151401 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 BYLAWS, ARTICLE 4. CLARIFY THE COMPOSITION OF THE BOARD OF DIRECTORS TO BE NINE ELECTED AND THREE ADDITIONAL MEMBERS WHO MAY BE APPOINTED BY THE BOARD IF THEY SO CHOOSE. BYLAWS, ARTICLE 15. REMOVE THE LANGUAGE "UNLESS THE BOARD OF DIRECTORS CHOOSES TO ADOPT A JULY 1 THROUGH JUNE 30 FISCAL YEAR." ELECTION RULES-1511. CLARIFY THAT OFFICERS AND DIRECTORS WHO RETIRE DURING THEIR TERM MAY COMPLETE A YEAR OF SERVICE BUT ARE NOT ELIGIBLE TO CONTINUE THE OFFICER PROGRESSION AND/OR COMPLETE THEIR TERM. ESTABLISH THE VOTING PERIOD FOR THE BOARD ELECTION TO END ON THE MONDAY IMMEDIATELY PRECEDING THE ANNUAL CONFERENCE UNLESS MONDAY IS A HOLIDAY IN WHICH CASE IT WILL END ON TUESDAY. REGIONAL AFFILIATES-1521. REMOVE THE PROCESS TO ESTABLISH AN AFFILIATE AND ESTABLISH GUIDELINES FOR AFFILIATE OPERATIONS AND USE OF THE TASBO LOGO. CURRICULUM ADVISORY COMMITTEES-1611. NARROWS THE CURRENT COMMITTEE STRUCTURE BY COMBINING VARIOUS DISCIPLINES. IT IS HOPED THAT THIS WILL REMOVE POTENTIAL BARRIERS TO CERTIFICATION FOR THOSE PURSUING THE CTSBS CERTIFICATION AND WILL ENSURE THAT THE ASSOCIATION CAN MORE READILY FIND COMMITTEE LEADERS FOR OUR SMALLER AREAS OF SPECIALIZATION. STANDING COMMITTEE-1612. INCORPORATES THE CHANGES PROPOSED FOR THE CURRICULUM ADVISORY COMMITTEE INTO THE PROFESSIONAL CERTIFICATION STANDING COMMITTEE. CLARIFIES THE ROLE OF THE PROFESSIONAL CERTIFICATION STANDING COMMITTEE MEMBERS. DISSOLVES THE GOVERNMENTAL RELATIONS STANDING COMMITTEE WHICH HAS BECOME DUPLICATIVE WITH THE WORK PERFORMED BY THE CENTER FOR SCHOOL FINANCE. UPDATES THE ROLE OF THE ACCOUNTING AND FINANCE STANDING COMMITTEE TO THE TEA ADVISORY COMMITTEE AND LESSONS THE PRESCRIPTIVE MEMBERSHIP TYPES SO THAT MEMBER'S CAREER CHANGES DO NOT IMPACT THEIR ABILITY TO SERVE. UPDATES THE LEADERSHIP DEVELOPMENT COMMITTEE TO REFLECT THAT THE COMMITTEE MEMBERS MUST BE CURRENT OR PRIOR MEMBERS OF THE BOARD. COMMITTEE CHAIR-1616. DELETES THE COMMITTEE CHAIR POLICY AND INCORPORATES THOSE DUTIES INTO THE CURRICULUM ADVISORY COMMITTEE POLICY NOTED ABOVE. BOARD OPERATING PROCEDURES-1650. DELETES THE SECTION PROVIDING FOR MEMBERS TO ADDRESS THE BOARD AT A REGULAR MEETING. MOVES THE DATE FOR THE EXECUTIVE DIRECTOR EVALUATION TO DECEMBER 15TH TO REFLECT CURRENT PRACTICES. CONFLICT OF INTEREST-1652. CLARIFIES THAT BOARD MEMBERS MAY SERVE AS ADJUNCT EMPLOYEES WITHOUT A CONFLICT OF INTEREST. BOARD MEMBERS SHALL BE PAID A REASONABLE AMOUNT NOT TO EXCEED FAIR MARKET VALUE. ASBO MEMBERSHIP-1714. CLARIFIES THAT THE ASSOCIATION SHALL PAY THE ASBO MEMBERSHIP DUES FOR ANY BOARD MEMBER WHO DOES NOT OTHERWISE QUALIFY FOR A GROUP MEMBERSHIP AT THEIR PLACE OF EMPLOYMENT. ANTITRUST AVOIDANCE-1751. CLARIFIES THAT THE ASSOCIATION'S COMMUNITY STANDARDS SHALL INCORPORATE THE ANTI-TRUST POLICY AND THAT VIOLATIONS ARE TO BE ADDRESSED IMMEDIATELY. EXECUTIVE DIRECTOR RESPONSIBILITIES-2011. CLARIFIES THE DUTIES OF THE EXECUTIVE DIRECTOR WITH RESPECT TO THE EMPLOYMENT OF PERSONNEL. ACCOUNTING AND REPORTS-2012. MOVES THE CAPITALIZATION THRESHOLD FOR EQUIPMENT TO $10,000 AND CLARIFIES THE REQUIREMENTS FOR FINANCIAL REPORTING. DEPOSITORY-2063. CLARIFIES THE AUTHORIZED BANK ACCOUNTS. THE ASSOCIATION SHALL MAINTAIN A GENERAL ACCOUNT FOR BUSINESS OF THE ASSOCIATION AND A FOUNDATION ACCOUNT FOR SCHOLARSHIPS. BUDGET-2064. REFLECTS THE NEW CHART OF ACCOUNTS. TRAVEL-2065. CHANGES THE POLICY FOR BOARD TRAVEL TO ASBO. BOARD MEMBERS SHALL BE REIMBURSED FOR THE COST OF AIRFARE, MILEAGE, HOTEL, AND MEMBER REGISTRATION RATES FOR ATTENDING THE ASBO ANNUAL CONFERENCE. MEALS AND INCIDENTAL EXPENSES SHALL BE THE RESPONSIBILITY OF EACH MEMBER. PROGRAMS AND SERVICES-4010. UPDATES THE POLICY TO REFLECT THE MULTIPLE PROGRAMS AND SERVICES OFFERED BY THE ASSOCIATION. CERTIFICATION PROGRAM-4012. DELETES THIS POLICY AS THE LANGUAGE HAS BEEN INCORPORATED INTO THE PROGRAMS AND SERVICES POLICY ABOVE. AWARDS-4020. CLARIFIES THE NOMINATION PROCESS FOR AWARDS. PARTNER AGREEMENTS-4230. CLARIFIES THE LANGUAGE AND COMMITMENTS ASSOCIATED WITH THE VARIOUS PARTNER LEVELS. FORM 990, PART VI, SECTION A, LINE 6 TASBO HAS APPROXIMATELY 8,300 MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS VOTE IN AN ANNUAL ELECTION FOR EXPIRING POSITIONS ON THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE FORM 990 PRIOR TO FILING AND A COPY OF THE FORM 990 IS ALSO PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C OPERATING PROCEDURES, INCLUDING CONFLICTS OF INTEREST, ARE REVIEWED AND UPDATED ANNUALLY. IT IS ALSO PART OF THE BOARD ORIENTATION PROCESS. FORM 990, PART VI, SECTION B, LINE 15 SALARIES OF KEY PERSONNEL ARE DETERMINED BY REVIEWING COMPARABLE DATA FROM OTHER EDUCATION-RELATED ORGANIZATIONS AND AN OUTSOURCED NATIONAL SALARY DATABASE. A COPY OF THE REPORT IS FURNISHED TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST. THE FINANCIAL AUDIT AND ADDITIONAL REPORTS ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR. TASBO FOUNDATION 5920 W WILLIAM CANNON DR BLDG ONE S AUSTIN TX 78749 202924348 ENCOURAGE CURRENT SCHOOL OFFICIALS TO PURSUE ADVANCED DEGREE TRAINING TX 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0