TEXAS ASSOCIATION OF SCHOOL BOARDS INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS ASSOCIATION OF SCHOOL BOARDS INC (EIN 74-2275519)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-07-15
- IRS object ID
- 201121969349300822
- Schema version
- 2009v1.7
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-15T10:30:39-05:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 Post Oak Blvd Ste 3200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742275519 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Association of School Boards Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEXA | NameControl |
| Phone | 5124670222 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 400 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 787670400 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES B CROW | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Date Signed | 2011-07-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7134994600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | James B Crow | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12007 Research Blvd | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78759 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 49206950 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.tasb.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | (SEE SCHEDULE O) | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 44 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 44 | NbrIndependentVotingMembers |
| Total Nbr Employees | 492 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 857721 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -272403 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 347369 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 214802 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 45168209 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 44035741 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 725478 | InvestmentIncomePriorYear |
| Investment Income Current Year | 452169 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 624830 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2918921 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 46865886 | TotalRevenuePriorYear |
| Total Revenue Current Year | 47621633 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 108493 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 191614 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 31154831 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 32855618 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 71977 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13570467 | OtherExpensePriorYear |
| Other Expenses Current Year | 13505838 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 44833791 | TotalExpensesPriorYear |
| Total Expenses Current Year | 46553070 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2032095 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1068563 | RevenuesLessExpensesCY |
| Total Assets BOY | 53021804 | TotalAssetsBOY |
| Total Assets EOY | 53878528 | TotalAssetsEOY |
| Total Liabilities BOY | 21901859 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 21003420 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 31119945 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32875108 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. (TASB) PROMOTES EDUCATIONAL EXCELLENCE FOR TEXAS SCHOOL CHILDREN THROUGH ADVOCACY, VISIONARY LEADERSHIP, AND HIGH QUALITY SERVICES TO SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES. TASB'S PROGRAMS AND SERVICES LESSEN THE BURDENS OF GOVERNMENT AND THUS SERVE A WORTHY TAX EXEMPT PURPOSE. | MissionDescription |
| Significant New Program Services | true | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 16978272 | Expense |
| Grants | 0 | Grants |
| Revenue | 18788108 | Revenue |
| Description | TASB RISK MANAGEMENT FUND (FUND) - THROUGH A SERVICE AGREEMENT WITH THE FUND, AN INTERLOCAL RISK-SHARING GOVERNMENTAL RISK POOL, TASB PROVIDES PROGRAM ADMINISTRATION FOR THE FUND'S SERVICES AND COVERAGES OF THE FOLLOWING: WORKERS' COMPENSATION, UNEMPLOYMENT COMPENSATION, AND PROPERTY/LIABILITY. TASB'S PROGRAM ADMINISTRATION INCLUDES GENERAL CLAIMS SERVICES, OFFERING AND DISSEMINATING PROGRAM INFORMATION, SAFETY AND ENVIRONMENTAL SERVICES, LOSS CONTROL SERVICES, PROPERTY APPRAISAL SERVICES, AND OTHER SERVICES NECESSARY AND APPROPRIATE FOR MANAGING THE RISK EXPOSURE IN THE ABOVE DESCRIBED AREAS. THESE RISK MANAGEMENT SERVICES AND PROGRAMS HELP PUBLIC SCHOOLS AND OTHER LOCAL GOVERNMENTAL ENTITIES WITH IMPLEMENTATION OF EFFECTIVE LOSS CONTROL PROGRAMS THAT HELP REDUCE THE FREQUENCY AND SEVERITY OF LOSSES. RISK MANAGEMENT SERVICES AND PROGRAMS PROVIDE SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES WITH THE TOOLS NEEDED TO OPERATE MORE EFFICIENTLY AND EFFECTIVELY, THEREBY LESSENING THE BURDENS OF GOVERNMENT. THE FUND PROVIDED COVERAGE TO OVER 1,100 MEMBERS DURING THE 2009-10 FISCAL YEAR. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4632809 | Expense |
| Grants | 0 | Grants |
| Revenue | 3417296 | Revenue |
| Description | TASB MEMBERSHIP PROVIDES TEXAS SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES WITH THE OPPORTUNITY TO PARTICIPATE IN A WIDE ARRAY OF PROGRAMS WHICH ALLOWS THEM TO OPERATE MORE EFFICIENTLY AND EFFECTIVELY, THEREBY LESSENING THE BURDENS OF GOVERNMENT. MEMBERSHIP PROVIDES FOR MEMBER INVOLVEMENT AND THE EXCHANGE OF IDEAS FOR IMPROVEMENT OF THE EDUCATIONAL ENVIRONMENT IN TEXAS. BASIC MEMBER SERVICES INCLUDE, BUT ARE NOT LIMITED TO: GOVERNMENTAL RELATIONS, REPRESENTING SCHOOL BOARDS AT THE TEXAS LEGISLATURE; OPPORTUNITIES TO PARTICIPATE IN THE ANNUAL CONVENTION, WORKSHOPS, AND OTHER SEMINARS; BOARD TRAINING CREDIT TRACKING; AND A SUBSCRIPTION TO TASB'S FLAGSHIP PUBLICATION, TEXAS LONE STAR. IN ADDITION, TASB PROVIDES LEGAL ADVICE AND SUPPORT TO MEMBER DISTRICTS ENCOUNTERING A LEGAL CHALLENGE. TASB ATTORNEYS ARE KNOWLEDGEABLE ABOUT PUBLIC SCHOOL ISSUES AND PROVIDE COUNSEL TO SCHOOL TRUSTEES, ADMINISTRATORS, AND SCHOOL DISTRICT ATTORNEYS DAILY. THROUGH TASB MEMBERSHIP, OTHER SERVICES AND PROGRAMS ARE AVAILABLE TO MEMBERS FOR AN ADDITIONAL ANNUAL SERVICE FEE OR THROUGH A FEE-FOR-SERVICE ARRANGEMENT. TASB SERVICES WERE AVAILABLE TO OVER 1,100 MEMBERS IN 2010. DURING THE 2009-10 FISCAL YEAR, TASB PROVIDED 34 AFFILIATE MEMBERSHIPS TO OTHER NON-PROFIT ORGANIZATIONS AND CHARTER SCHOOLS. REVENUE GENERATED FROM THESE MEMBERSHIPS HAS BEEN REPORTED AS UNRELATED BUSINESS INCOME ON THIS FORM 990, AND FORM 990-T HAS BEEN FILED AS REQUIRED. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2753286 | Expense |
| Grants | 0 | Grants |
| Revenue | 2072995 | Revenue |
| Description | LEADERSHIP TEAM SERVICES IS COMMITTED TO ENHANCING THE EFFECTIVENESS OF LEADERSHIP TEAMS THROUGH TRAINING, PUBLICATIONS, PLANNING AND CONSULTING AND FACILITATION SERVICES CREATED SPECIFICALLY FOR SCHOOL BOARDS. TRAINING OPPORTUNITIES INCLUDE IN-DISTRICT TRAINING, TEAM BUILDING SESSIONS, LEADERSHIP TASB, TASB ISD, AND THE ONLINE LEARNING CENTER. CONFERENCES INCLUDE SUMMER LEADERSHIP INSTITUTE AND TASB'S JOINT ANNUAL CONVENTION. THESE SERVICES AND PRODUCTS SUPPORT THE EDUCATIONAL FUNCTION OF PUBLIC SCHOOLS AND RELATED ENTITIES, AND LESSEN THE BURDENS OF GOVERNMENT. CONSULTING SERVICES WERE PROVIDED TO 72 DISTRICTS ON 116 OCCASIONS AND TRAINING CONFERENCE ATTENDEES TOTALED OVER 7,000 DURING FISCAL YEAR 2009-10. | Description |
Activity Other ActivityOther (6 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 1615622 | 0 | 4591704 | Local Government Purchasing Coop |
| 2240436 | 0 | 2865930 | FIRST PUBLIC, LLC |
| 1486256 | 0 | 2124720 | Onsite |
| 1683604 | 0 | 2524572 | HR SERVICES |
| 2357086 | 0 | 3357503 | POLICY SERVICE |
| 4747289 | 191614 | 4292913 | OTHER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 14130293 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 191614 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 19757342 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 38494660 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 101 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 492 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 44 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 44 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES B CROW | NamePerson |
| Telephone Number | 5124670222 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12007 RESEARCH BLVD | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 787592439 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (64 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| KAREN ELLIS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| FAYE BEAULIEU | ||||||||
| SECRETARY-TREASURER | 3.0 | X | 598 | 0 | 0 | X | ||
| BRET BEGERT | ||||||||
| DIRECTOR | 1.0 | X | 780 | 0 | 0 | |||
| VIOLA GARCIA | ||||||||
| VICE PRESIDENT | 3.0 | X | 0 | 0 | 0 | X | ||
| LINDA GRIFFIN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| MANUEL GUAJARDO JR | ||||||||
| DIRECTOR | 1.0 | X | 527 | 0 | 0 | |||
| KATHERINE HANSON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| PATRICIA HUGHES | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DAVID ICKERT | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| GARY INMON | ||||||||
| Vice-President | 3.0 | X | 559 | 0 | 0 | X | ||
| MARIA LEAL | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| LORI MOYA | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JUDY NEEDHAM | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ANDRA SELF | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT SEWARD | ||||||||
| IMMEDIATE PAST PRES | 1.0 | X | 607 | 0 | 0 | X | ||
| ROBERT SHEPPARD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| CHARLES STAFFORD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| PAMELA STEHLE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| SYLVESTER VASQUEZ Jr | ||||||||
| PRESIDENT ELECT | 3.0 | X | 566 | 0 | 0 | X | ||
| MICHAEL WATKINS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| SARAH WINKLER | ||||||||
| PRESIDENT | 3.0 | X | 0 | 0 | 0 | X | ||
| LIDA WOODUL | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| GLORIA CASAS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| FRED CONTRERAS | ||||||||
| DIRECTOR | 1.0 | X | 159 | 0 | 0 | |||
| TERESA FLORES | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT BLOUNT JR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JAMES GOODE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| MARTY REYES | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| MANUEL RODRIGUEZ JR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| Sonal Bhuchar | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Benny May | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Vernagene Mott | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Wes Naron | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Gloria Pena | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| Carlos Villarreal | ||||||||
| Director | 1.0 | X | 0 | 0 | 0 | |||
| LEW BLACKBURN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| RICHARD CHAMBERS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JAMES DE GARAVILLA | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| LEE LENTZ-EDWARDS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ROLINDA SCHMIDT | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| SUSAN THAMES | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| RENARD THOMAS | ||||||||
| PAST PRESIDENT | 1.0 | X | 304 | 0 | 0 | X | ||
| MARY BETH KING | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| TAMARA WALTHALL | ||||||||
| DIRECTOR | 1.0 | X | 453 | 0 | 0 | |||
| EDD WHITE | ||||||||
| DIRECTOR | 1.0 | X | 306 | 0 | 0 | |||
| ZOEL ALLEN | ||||||||
| VOTING EX-OFFICIO | 1.0 | X | 0 | 0 | 0 | |||
| JOE PIRTLE | ||||||||
| VOTING EX-OFFICIO | 1.0 | X | 0 | 0 | 0 | |||
| SANDY HUGHEY | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| RON PRICE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JAMES CROW | ||||||||
| EXECUTIVE DIRECTOR | 40.0 | 266620 | 0 | 63484 | X | |||
| Steven McArthur | ||||||||
| Chief Financial Officer | 40.0 | 144478 | 0 | 30654 | X | |||
| Chris Szaniszlo | ||||||||
| Assoc Executive Director | 40.0 | 247899 | 0 | 59262 | X | |||
| Dubravka Romano | ||||||||
| Assoc Executive Director | 40.0 | 228097 | 0 | 45605 | X | |||
| Jackie Lain | ||||||||
| Assoc Executive Director | 40.0 | 178960 | 0 | 24244 | X | |||
| Sedora Jefferson | ||||||||
| Assoc Executive Director | 40.0 | 172437 | 0 | 29857 | X | |||
| Catherine Clark | ||||||||
| Assoc Executive Director | 40.0 | 159925 | 0 | 27707 | X | |||
| Benjamin Canada | ||||||||
| Assoc Executive Director | 40.0 | 152666 | 0 | 31831 | X | |||
| Eric Hungate | ||||||||
| Assoc Executive Director | 40.0 | 163370 | 0 | 21941 | X | |||
| Nancy Cotton | ||||||||
| Assoc Executive Director | 40.0 | 151133 | 0 | 24130 | X | |||
| Steve Orta | ||||||||
| First Public Director | 40.0 | 172873 | 0 | 20922 | X | |||
| Trent Toon | ||||||||
| First Public Vice Pres | 40.0 | 149936 | 0 | 17486 | X | |||
| William Mastrodicasa | ||||||||
| FIRST PUB CHIEF COMPLIANCE OFC | 40.0 | 129858 | 0 | 29583 | X | |||
| GERALD BRASHEARS | ||||||||
| DIRECTOR BUSINESS SERVICES | 40.0 | 161574 | 0 | 12460 | X | |||
| MARY ANN BRILEY | ||||||||
| ASSOC EXECUTIVE DIRECTOR | 40.0 | 133017 | 0 | 19041 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2617702 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 458207 | TotalOtherCompensation |
| Number Individuals GT100 K | 15 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CD GROUP INC | |||||
| PO BOX 890838 | CHARLOTTE | NC | 282890833 | Cntrct Prgmg/Consult | 325308 |
| CATAPULT SYSTEMS CORP | |||||
| 1221 S MOPAC EXPWAY 350 | AUSTIN | TX | 78746 | Cntrct Prgmg/Consult | 339365 |
| GLOBAL MAINTENANCE | |||||
| 2211 DENTON DRIVE | AUSTIN | TX | 78758 | CLEANING SERVICES | 186944 |
| TEXAS 5TH WALL ROOFING | |||||
| 3300 DUKE RD | AUSTIN | TX | 78724 | ROOF REPAIRS | 234340 |
| K TOOLEY ENTERPRISES | |||||
| PO BOX 684426 | AUSTIN | TX | 78768 | BLDG CONTRACTOR | 221775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 9000 | FundraisingEvents |
| All Other Contributions | 205802 | AllOtherContributions |
| Noncash Contributions | 2084 | NoncashContributions |
| Total Contributions | 214802 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| TASB-RISK MANAGEMENT FUND | 524292 | 18788108 | 18788108 | 0 | $0 |
| LOCAL GOVERNMENT PURCHASING COOPERATIVE | 561000 | 4591704 | 4491406 | 100298 | $0 |
| FIRST PUBLIC | 523000 | 2865930 | 2865930 | 0 | $0 |
| TASB MEMBERSHIP | 900099 | 3417296 | 3414804 | 2492 | $0 |
| POLICY SERVICE | 900099 | 3357503 | 3338407 | 19096 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11015200 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9811125 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 396516 | UnrelatedBusinessRevenue |
| Exclusion | $807,559 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 44035741 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 428214 | TotalRevenueColumn |
| Exclusion | $428,214 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2274663 | TotalRevenueColumn |
| Exclusion | $2,274,663 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 468051 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 418410 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 49641 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49641 | TotalRevenueColumn |
| Exclusion | $49,641 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1170589 | Securities |
| Other | 12805 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1145053 | Securities |
| Other | 14386 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25536 | Securities |
| Other | -1581 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23955 | TotalRevenueColumn |
| Exclusion | $23,955 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 9000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 4280 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4280 | TotalRevenueColumn |
| Exclusion | -$4,280 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 4674 | GrossSalesOfInventory |
| Cost Of Goods Sold | 3188 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1486 | TotalRevenueColumn |
| Unrelated Business Revenue | 1486 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| CHILD CARE SERVICES | 624410 | 531746 | 272168 | $259,578 |
| ADVERTISING | 541800 | 65665 | 65665 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 597411 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47621633 | TotalRevenueColumn |
| Related Or Exempt Function Income | 42709780 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 857721 | UnrelatedBusinessRevenue |
| Exclusion | $3,839,330 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191614 | Total |
| Program Services | 191614 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2235421 | Total |
| Program Services | 1150029 | ProgramServices |
| Management And General | 1085392 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23738420 | Total |
| Program Services | 20329452 | ProgramServices |
| Management And General | 3355635 | ManagementAndGeneral |
| Fundraising | 53333 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1884321 | Total |
| Program Services | 1614293 | ProgramServices |
| Management And General | 266460 | ManagementAndGeneral |
| Fundraising | 3568 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3197752 | Total |
| Program Services | 2740230 | ProgramServices |
| Management And General | 452310 | ManagementAndGeneral |
| Fundraising | 5212 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1799704 | Total |
| Program Services | 1541420 | ProgramServices |
| Management And General | 254431 | ManagementAndGeneral |
| Fundraising | 3853 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192468 | Total |
| Program Services | 19077 | ProgramServices |
| Management And General | 173391 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88271 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 88271 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192000 | Total |
| Program Services | 192000 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71220 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 71220 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 683994 | Total |
| Program Services | 587088 | ProgramServices |
| Management And General | 96906 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140956 | Total |
| Program Services | 120986 | ProgramServices |
| Management And General | 19970 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 967111 | Total |
| Program Services | 828427 | ProgramServices |
| Management And General | 136742 | ManagementAndGeneral |
| Fundraising | 1942 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1392159 | Total |
| Program Services | 1194922 | ProgramServices |
| Management And General | 197237 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193450 | Total |
| Program Services | 193450 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2026705 | Total |
| Program Services | 1736075 | ProgramServices |
| Management And General | 286561 | ManagementAndGeneral |
| Fundraising | 4069 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1725738 | Total |
| Program Services | 1286185 | ProgramServices |
| Management And General | 439553 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6142 | Total |
| Program Services | 6142 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1908391 | Total |
| Program Services | 1740783 | ProgramServices |
| Management And General | 167608 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10612 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 10612 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2317467 | Total |
| Program Services | 1989135 | ProgramServices |
| Management And General | 328332 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299080 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 299080 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MAINTENANCE & REPAIRS | 308677 | 264945 | 43732 | 0 |
| PUB/SUBSCRIPT/ACCESS CHGS | 229817 | 197257 | 32560 | 0 |
| PRINTING | 198934 | 178034 | 20900 | 0 |
| PAYROLL SERVICES | 105760 | 0 | 105760 | 0 |
| MEMBERSHIP DUES | 158790 | 149551 | 9239 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288096 | Total |
| Program Services | 243565 | ProgramServices |
| Management And General | 44531 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46553070 | Total |
| Program Services | 38494660 | ProgramServices |
| Management And General | 7986433 | ManagementAndGeneral |
| Fundraising | 71977 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 875 | BOY |
| EOY | 725 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7373466 | BOY |
| EOY | 6376459 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2048454 | BOY |
| EOY | 2347636 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46975 | BOY |
| EOY | 52565 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1140445 | BOY |
| EOY | 1188345 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 37541820 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10310386 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27090519 | BOY |
| EOY | 27231434 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15321070 | BOY |
| EOY | 16681364 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53021804 | BOY |
| EOY | 53878528 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4562076 | BOY |
| EOY | 4111771 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2518004 | BOY |
| EOY | 2683553 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14821779 | BOY |
| EOY | 14208096 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21901859 | BOY |
| EOY | 21003420 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31119945 | BOY |
| EOY | 32875108 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31119945 | BOY |
| EOY | 32875108 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53021804 | BOY |
| EOY | 53878528 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | 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 | 125926 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 151084 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 359615 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 347369 | CurrentTaxYearMinus1Year |
| Current Tax Year | 214802 | CurrentTaxYear |
| Total | 1198796 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39420322 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37541077 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40627517 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41970758 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42711366 | CurrentTaxYear |
| Total | 202271040 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1052126 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1105661 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1169081 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1136122 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1132802 | CurrentTaxYear |
| Total | 5595792 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40598374 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38797822 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42156213 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43454249 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44058970 | CurrentTaxYear |
| Total | 209065628 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 761666 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 698351 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 665186 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 818209 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1426461 | CurrentTaxYear |
| Total | 4369873 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 761666 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 698351 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 665186 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 818209 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1426461 | CurrentTaxYear |
| Total | 4369873 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 204695755 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3084655 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3610631 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3891535 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3521896 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3170928 | CurrentTaxYear |
| Total | 17279645 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3084655 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3610631 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3891535 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3521896 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3170928 | CurrentTaxYear |
| Total | 17279645 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1120 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -4360 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -10684 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -80604 | CurrentTaxYearMinus1Year |
| Current Tax Year | -1581 | CurrentTaxYear |
| Total | -96109 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43684149 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 42404093 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46037064 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46895541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47228317 | CurrentTaxYear |
| Total | 226249164 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.90474 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95467 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.07637 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02856 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | CERTAIN AMOUNTS IN PART III SECTIONS A & B FOR YEARS 2005 THROUGH 2008 HAVE BEEN RESTATED TO CONFORM TO CURRENT YEAR PRESENTATION. | GeneralExplanation |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $10,366 | MailingsMembersAmount |
| Publications Or Broadcast | true | PublicationsOrBroadcast |
| Publications Or Broadcast | $4,368 | PublicationsOrBroadcastAmount |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $384,784 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $176,452 | RalliesDemonstrationsAmount |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 575970 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule C Part II-B | Identifier |
| Explanation | LOBBYING ACTIVITIES CONSIST OF COMMUNICATING THE NEEDS OF SCHOOL DISTRICTS TO LEGISLATIVE AND EXECUTIVE OFFICIALS AND STAFF, AND COMMUNICATING WITH THE MEMBERSHIP TO ENCOURAGE THEM TO INFLUENCE LEGISLATION. SINCE STAFF INVOVLED IN LOBBYING ACTIVITIES IS ALSO INVOLVED IN NON-LOBBYING ACTIVITIES, COSTS HAVE BEEN ALLOCATED TO LOBBYING ACTIVITIES BASED UPON A SYSTEMATIC APPLICATION OF ESTIMATED PERCENTAGES OF INVOLVEMENT IN LOBBYING, IN BOTH LEGISLATIVE AND NON-LEGISLATIVE PERIODS THROUGHOUT THE YEAR, AS WELL AS SPECIFIC IDENTIFICATION OF SOME OF THE COSTS. NO AMOUNTS ARE EXPENDED FOR POLITICAL CAMPAIGN ACTIVITY. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2045650 | OtherCostOrOtherBasis |
| Book Value | 2045650 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20370653 | OtherCostOrOtherBasis |
| Depreciation | 2347243 | Depreciation |
| Book Value | 18023410 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2442190 | OtherCostOrOtherBasis |
| Depreciation | 1580674 | Depreciation |
| Book Value | 861516 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12683327 | OtherCostOrOtherBasis |
| Depreciation | 6382469 | Depreciation |
| Book Value | 6300858 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27231434 | TotalOfBookValueLandBuildings |
| Total Revenue | 47621633 | TotalRevenue |
| Total Expenses | 46553070 | TotalExpenses |
| Excess Or Deficit For Year | 1068563 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 686600 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 686600 | TotalAdjustments |
| Excess Or Deficit Per FS | 1755163 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 48735692 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 686600 | NetUnrealizedGainsInvestments |
| Other Revenues | 427459 | OtherRevenues |
| Revenue Not Rptd F990 | 1114059 | RevenueNotRptdF990 |
| Revenue Subtotal | 47621633 | RevenueSubtotal |
| Total Revenue Per Form990 | 47621633 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 46980529 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 427459 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 427459 | ExpensesNotRptdF990 |
| Expenses Subtotal | 46553070 | ExpensesSubtotal |
| Total Expenses Per Form990 | 46553070 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Pt XII Line 2d | COST OF GOODS SOLD ON LOGO ITEMS AND PLAQUES ($3,188), EXPENSES ASSOCIATED WITH THE TASB BUILDING SPACE LEASED TO TENANTS ($418,410), LOSS ON SALE OF EQUIPMENT ($1,581), AND ALLOCATION OF FUNDRAISING EVENT EXPENSES ($4,280). | |
| Pt XIII Line 2d | COST OF GOODS SOLD ON LOGO ITEMS AND PLAQUES ($3,188), EXPENSES ASSOCIATED WITH THE TASB BUILDING SPACE LEASED TO TENANTS ($418,410), LOSS ON SALE OF EQUIPMENT ($1,581), AND ALLOCATION OF FUNDRAISING EVENT EXPENSES ($4,280). | |
| SCH D, PART X, LINE 2 | BASED UPON A DETERMINATION LETTER OBTAINED FROM THE INTERNAL REVENUE SERVICE, THE ORGANIZATION CLAIMS EXEMPTION FROM INCOME TAXES UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. TASB FILES INCOME TAX RETURNS IN THE UNITED STATES FEDERAL JURISDICTION. WITH A FEW EXCEPTIONS, TASB IS NO LONGER SUBJECT TO UNITED STATES FEDERAL EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS PRIOR TO THE YEAR ENDED AUGUST 31, 2006. | Fin 48 Footnote |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Center for Educational Research | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 400 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78767 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 742504826 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 187613 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | Support | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for Monitoring Use of Grant Funds | Identifier |
| Return Reference | Schedule I, Part I, LINE 2 | ReturnReference |
| Explanation | TASB DOES NOT ISSUE GRANTS PER SE. INSTEAD, TASB PROVIDED ASSISTANCE TO AN ORGANIZATION DURING FISCAL YEAR 2009-10 IN THE FORM OF A CONTRIBUTION. TASB PROVIDED FUNDS TO TEXAS CENTER FOR EDUCATIONAL RESEARCH (TCER), IN ORDER TO SUPPORT TCER'S OPERATIONS DURING THE FISCAL YEAR. TCER IS A NON-PROFIT CORPORATION ESTABLISHED TO RESEARCH, COLLECT, AND DISSEMINATE INFORMATION IN ALL AREAS OF PUBLIC EDUCATION. TASB BOARD APPROVAL FOR THIS CONTRIBUTION IS DOCUMENTED AS PART OF TASB'S ANNUAL BUDGET. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| 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 | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | true | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES CROW | |||||||||||||
| 224011 | 0 | 68 | 0 | 42541 | 0 | 41133 | 0 | 25457 | 0 | 333210 | 0 | 0 | 0 |
| Steven McArthur | |||||||||||||
| 119553 | 0 | 68 | 0 | 24857 | 0 | 14508 | 0 | 16659 | 0 | 175645 | 0 | 0 | 0 |
| Chris Szaniszlo | |||||||||||||
| 217224 | 0 | 68 | 0 | 30607 | 0 | 39667 | 0 | 21640 | 0 | 309206 | 0 | 0 | 0 |
| Dubravka Romano | |||||||||||||
| 191067 | 0 | 68 | 0 | 36962 | 0 | 33431 | 0 | 13978 | 0 | 275506 | 0 | 0 | 0 |
| Jackie Lain | |||||||||||||
| 150228 | 0 | 68 | 0 | 28664 | 0 | 16689 | 0 | 8145 | 0 | 203794 | 0 | 0 | 0 |
| Sedora Jefferson | |||||||||||||
| 146903 | 0 | 68 | 0 | 25466 | 0 | 16935 | 0 | 13519 | 0 | 202891 | 0 | 0 | 0 |
| Catherine Clark | |||||||||||||
| 128455 | 0 | 68 | 0 | 31402 | 0 | 15586 | 0 | 12671 | 0 | 188182 | 0 | 0 | 0 |
| Benjamin Canada | |||||||||||||
| 119577 | 0 | 68 | 0 | 33021 | 0 | 15167 | 0 | 17200 | 0 | 185033 | 0 | 0 | 0 |
| Eric Hungate | |||||||||||||
| 131819 | 0 | 68 | 0 | 31483 | 0 | 15367 | 0 | 7118 | 0 | 185855 | 0 | 0 | 0 |
| Steve Orta | |||||||||||||
| 139727 | 0 | 30310 | 0 | 2836 | 0 | 9039 | 0 | 12401 | 0 | 194313 | 0 | 0 | 0 |
| Nancy Cotton | |||||||||||||
| 131128 | 0 | 68 | 0 | 19937 | 0 | 14529 | 0 | 10115 | 0 | 175777 | 0 | 0 | 0 |
| Trent Toon | |||||||||||||
| 81248 | 0 | 57543 | 0 | 11145 | 0 | 5760 | 0 | 12073 | 0 | 167769 | 0 | 0 | 0 |
| William Mastrodicasa | |||||||||||||
| 123713 | 0 | 68 | 0 | 6077 | 0 | 13842 | 0 | 16233 | 0 | 159933 | 0 | 0 | 0 |
| GERALD BRASHEARS | |||||||||||||
| 102557 | 0 | 45360 | 0 | 13657 | 0 | 11467 | 0 | 1404 | 0 | 174445 | 0 | 0 | 0 |
| MARY ANN BRILEY | |||||||||||||
| 108870 | 0 | 68 | 0 | 24079 | 0 | 12317 | 0 | 7164 | 0 | 152498 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| LINE 1B | REIMBURSEMENT FOR HEALTH CLUB DUES IS RECEIVED BY ONE EMPLOYEE, JAMES CROW. REIMBURSEMENT IS TREATED AS TAXABLE INCOME. REIMBURSEMENT FOR SOCIAL CLUB DUES IS RECEIVED BY TWO EMPLOYEES, JAMES CROW AND JACKIE LAIN. REIMBURSEMENT IS TREATED AS TAXABLE INCOME. HEALTH AND SOCIAL CLUB DUES ARE PROVIDED FOR IN THE EXECUTIVE DIRECTOR'S, JAMES CROW, EMPLOYMENT CONTRACT. THE CONTRACT IS APPROVED BY THE TASB BOARD OF DIRECTORS. REIMBURSEMENT OF SOCIAL CLUB DUES TO THE OTHER EMPLOYEE IS AUTHORIZED BY THE EXECUTIVE DIRECTOR BASED ON BUSINESS NECESSITY. |
| LINE 4B | SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN - THREE EMPLOYEES PARTICIPATE: JAMES CROW ($15,000), CHRIS SZANISZLO ($15,000), AND DUBRAVKA ROMANO ($12,000). |
| LINE 5A | COMPENSATION CONTINGENT ON REVENUE- THREE LISTED EMPLOYEES ARE AFFECTED BY COMMISSION PLANS THAT USE REVENUE GENERATED FROM A PARTICULAR PROGRAM TO DETERMINE COMMISSION AMOUNTS PAID. FOR TWO EMPLOYEES, PROGRAM REVENUE EARNED DURING A FISCAL YEAR THAT EXCEEDS AN ESTABLISHED BENCHMARK GENERATES A COMMISSION POOL OF $.05 TO $.40 FOR EACH DOLLAR OF REVENUE IN EXCESS OF THE BENCHMARK. FOR ONE EMPLOYEE, CURRENT YEAR REVENUE MUST EXCEED ESTABLISHED BENCHMARKS FOR TWO DIFFERENT PROGRAMS. FOR ONE OF THE PROGRAMS, IF REVENUE EXCEEDS THE BENCHMARK, A BONUS IS AWARDED, EQUAL TO $.05 FOR EACH DOLLAR IN EXCESS OF THE BENCHMARK, UP TO A MAXIMUM OF 25% OF THE EMPLOYEE'S BASE SALARY. FOR THE OTHER PROGRAM, IF REVENUE EXCEEDS THE BENCHMARK, A BONUS IS AWARDED, EQUAL TO $.10 FOR EACH DOLLAR IN EXCESS OF THE BENCHMARK, UP TO A MAXIMUM OF 15% OF THE EMPLOYEE'S BASE SALARY. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (30 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| STATEMENT OF REVENUE | Form 990 Part VIII Line 2 | CERTAIN PROGRAM SERVICE REVENUE REPORTED ON LINE 2 INCLUDES INCOME DERIVED FROM TEXAS INTERLOCAL COOPERATION ACT ADMINISTRATIVE AGENCIES AND PROGRAMS CREATED TO PERFORM ADMINISTRATIVE FUNCTIONS ASSOCIATED WITH THE ROUTINE OPERATION OF GOVERNMENT. THIS REVENUE CONSTITUTES INCOME WHICH IS RELATED TO THE EXEMPT PURPOSE OF TASB AND IS EXEMPT UNDER 501(c)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS CONFIRMED THAT THE ADMINISTRATIVE SERVICES RENDERED BY TASB TO THE VARIOUS CASH/RISK MANAGEMENT PROGRAMS IS RELATED TO ITS EXEMPT FUNCTION OF LESSENING THE BURDENS OF GOVERNMENT AND, THEREFORE, IS A RELATED TRADE OR BUSINESS WITHIN THE MEANING OF SECTION 1.513-1(D) (2) OF THE REGULATIONS. ADDITIONALLY, THE RISK MANAGEMENT PROGRAM REVENUE IS DERIVED FROM ESSENTIAL GOVERNMENTAL ACTIVITIES AND IS EXEMPT UNDER SECTION 115 OF THE INTERNAL REVENUE CODE. THE REMAINING ELEMENTS OF PROGRAM SERVICE REVENUE ARE RELATED TO ITS EXEMPT FUNCTION AS EDUCATIONAL, AND THEREFORE SUCH REVENUE ALSO CONSTITUTES INCOME FROM A RELATED TRADE OR BUSINESS UNDER SECTION 1.513-1(D) (2) OF THE REGULATIONS. |
| YEAR OF FORMATION | Form 990, Page 1, Box L | TASB WAS INITIALLY FORMED AS AN UNINCORPORATED ASSOCIATION IN 1949 AND LATER BECAME INCORPORATED IN 1999, UPON MERGING WITH ITS RELATED ENTITY. |
| LOBBYING ACTIVITIES | Form 990 Part IV Line 4 | LOBBYING ACTIVITIES CONSIST OF COMMUNICATING THE NEEDS OF SCHOOL DISTRICTS TO LEGISLATIVE AND EXECUTIVE OFFICIALS AND STAFF, AND COMMUNICATING WITH THE MEMBERSHIP TO ENCOURAGE THEM TO INFLUENCE LEGISLATION. SINCE STAFF INVOLVED IN LOBBYING ACTIVITIES IS ALSO INVOLVED IN NON-LOBBYING ACTIVITIES, COSTS HAVE BEEN ALLOCATED TO LOBBYING ACTIVITIES BASED UPON A SYSTEMATIC APPLICATION OF ESTIMATED PERCENTAGES OF INVOLVEMENT IN LOBBYING, IN BOTH LEGISLATIVE AND NON-LEGISLATIVE PERIODS THROUGHOUT THE YEAR, AS WELL AS SPECIFIC IDENTIFICATION OF SOME OF THE COSTS. NO AMOUNTS ARE EXPENDED FOR POLITICAL CAMPAIGN ACTIVITY. |
| OWNERSHIP OF DISREGARDED ENTITY | Form 990 Part IV Line 33 | FIRST PUBLIC, LLC (FIRST PUBLIC), A REGISTERED BROKER-DEALER, IS A WHOLLY OWNED SUBSIDIARY OF TASB AND A DISREGARDED ENTITY FOR FEDERAL TAX PURPOSES. FIRST PUBLIC IS MANAGER-MANAGED. THE MANAGING DIRECTOR IS APPOINTED BY THE TASB BOARD'S FIRST PUBLIC GOVERNANCE COMMITTEE. ACTIVITIES OF FIRST PUBLIC AND APPLICABLE DISCLOSURES ARE CONSOLIDATED WITH TASB IN THIS 2009 IRS FORM 990. |
| RELATED/CONTROLLED ENTITIES | Form 990 Part IV Line 34 & Line 35 | LONE STAR INVESTMENT POOL, THE LOCAL GOVERNMENT PURCHASING COOPERATIVE, AND TASB ENERGY COOPERATIVE ARE NOT CORPORATIONS PER SE, BUT, FOR FEDERAL TAX PURPOSES, MAY BE CONSIDERED AS SUCH BECAUSE THEY ARE ADMINISTRATIVE AGENCIES WHOLLY OWNED BY POLITICAL SUBDIVISIONS OR ARE BODIES POLITIC. LIKEWISE, THE TASB RISK MANAGEMENT FUND IS ALSO AN ADMINISTRATIVE AGENCY WHOLLY OWNED BY ITS CONSTITUENT POLITICAL SUBDIVISIONS AND IS AN INTEGRAL PART THEREOF. |
| Members or Stockholders | Form 990 Part VI Section A Line 6 | TASB HAS THREE CLASSES OF MEMBERS; ACTIVE, ASSOCIATE, AND AFFILIATE. ACTIVE IS THE PRIMARY MEMBERSHIP CLASS AND CONSISTS OF SCHOOL DISTRICTS, COUNTY BOARDS OF EDUCATION, AND REGIONAL SERVICE CENTERS WITHIN THE STATE OF TEXAS. THE DUES YEAR OF TASB IS JANUARY 1 THROUGH DECEMBER 31. FOR 2010, ACTIVE MEMBER DUES WERE CHARGED AT A MINIMUM OF $800 AND A MAXIMUM OF $11,000, AND WERE DETERMINED BASED ON THE PROSPECTIVE MEMBER'S OPERATING BUDGET. MEMBERSHIP IN TASB IS VOLUNTARY AND GENERALLY PROVIDES THE FOLLOWING: ADVOCACY AT THE STATE AND NATIONAL LEVEL, LEGAL ASSISTANCE FROM KNOWLEDGEABLE ATTORNEYS, INFORMATIONAL RESOURCES, BOARD TRAINING (INCLUDING TRACKING CONTINUING EDUCATION CREDITS), SUPPORT FOR PUBLIC EDUCATION AND BOARD SERVICE, AND A SUBSCRIPTION TO TASB'S MONTHLY NEWSLETTER - TEXAS LONE STAR. MEMBERSHIP PROVIDES OPPORTUNITIES TO SUBSCRIBE TO OTHER TASB PROGRAMS AND SERVICES ON AN ADDITIONAL FEE BASIS. |
| Persons who may elect members of the governing body | Form 990 Part VI Section A Line 7 | LINE 7A - MEMBERS OR OTHERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY: ACTIVE TASB MEMBERS ELECT THE TASB BOARD OF DIRECTORS AND OFFICERS. THE PRESIDENT OF THE TEXAS ASSOCIATION OF EDUCATION SERVICE CENTERS (TAESC) ALSO HAS A VOTING EX OFFICIO POSITION ON THE TASB BOARD BY VIRTUE OF THE TASB BYLAWS. LINE 7B - DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS OR OTHERS: THE TASB BOARD APPROVES AND RECOMMENDS BYLAW AMENDMENTS, MISSION STATEMENT AMENDMENTS, BELIEFS, THE ADVOCACY AGENDA (WHICH CONSISTS OF CORNERSTONE PRINCIPLES, PRIORITIES, AND RESOLUTIONS), AND ANNUAL DUES FOR ACTIVE MEMBERS FOR FINAL APPROVAL BY THE MEMBERSHIP THROUGH THE TASB DELEGATE ASSEMBLY. (THE DELEGATE ASSEMBLY IS COMPRISED OF REPRESENTATIVES DESIGNATED BY ACTIVE BOARD MEMBERS EACH YEAR AND SERVES AS TASB'S GENERAL GOVERNING BODY.) |
| Contemporaneous Documentation of Meetings and Actions | Form 990 Part VI Section A Line 8 | FOR "YES" ANSWERS TO LINE 8, NO EXPLANATION IS REQUIRED. HOWEVER, THE FOLLOWING IS PROVIDED FOR CLARIFICATION. TASB BOARD OFFICERS AND THE EXECUTIVE DIRECTOR (NON-VOTING) MAKE UP THE EXECUTIVE COMMITTEE WITH CERTAIN DESIGNATED AUTHORITY. THESE OFFICERS ALSO SERVE AS THE FIRST PUBLIC GOVERNANCE COMMITTEE (WITH THE EXECUTIVE DIRECTOR SERVING IN A VOTING CAPACITY). WHILE THE SAME INDIVIDUALS SERVE ON BOTH COMMITTEES, THESE ARE TWO SEPARATE COMMITTEES WITH DIFFERENT ROLES AND RESPONSIBILITIES. THE FIRST PUBLIC GOVERNANCE COMMITTEE, WHICH HAS AUTHORITY TO ACT ON BEHALF OF THE TASB BOARD, DOCUMENTS ALL ITS MEETING ACTIVITIES, INCLUDING ACTIONS TAKEN, AT EACH COMMITTEE MEETING. OTHER TASB COMMITTEES ALSO DOCUMENT THEIR MEETING ACTIVITIES, THOUGH MOST ACTION ITEMS REQUIRE FURTHER BOARD APPROVAL. |
| Form 990 Provided to Governing Body | Form 990 Part VI Section B Line 11A | TASB'S ACCOUNTING STAFF PREPARES THE FORM 990. THE OUTSIDE AUDITING FIRM ENGAGED BY THE TASB BOARD ALSO REVIEWS THE FORM 990 PRIOR TO FILING. THE FORM 990 IS ALSO REVIEWED BY TASB'S GENERAL COUNSEL. A COPY OF THE RETURN IS POSTED ON AN ELECTRONIC SITE AVAILABLE TO THE BOARD MEMBERS, AND THEY ARE NOTIFIED VIA EMAIL WHEN THE RETURN IS AVAILABLE FOR THEIR REVIEW. BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO COMMENT PRIOR TO FINAL SUBMISSION TO THE IRS. |
| Policies | Form 990 Part VI, Section B | FOOTNOTE: TASB LEASES CERTAIN EMPLOYEES TO FIRST PUBLIC. THESE EMPLOYEES ARE DEFINED AS "ASSOCIATED PERSONS" OF FIRST PUBLIC BY THE SECURITIES AND EXCHANGE COMMISSION. BY VIRTUE OF THE EMPLOYEE LEASE AGREEMENT BETWEEN TASB AND FIRST PUBLIC, FIRST PUBLIC HAS THE AUTHORITY TO MANAGE THE DAY-TO-DAY ACTIVITIES OF THESE ASSOCIATED PERSONS. FIRST PUBLIC HAS WRITTEN SUPERVISORY PROCEDURES THAT ASSOCIATED PERSONS MUST FOLLOW, AND SUCH PROCEDURES INCLUDE THE REQUIREMENT TO FOLLOW TASB ADMINISTRATIVE POLICIES TO THE EXTENT THEY DO NOT CONFLICT WITH THE POLICIES AND PROCEDURES OF FIRST PUBLIC. |
| Policy Monitoring and Enforcement | Form 990 Part VI, Section B Line 12c | ON AN ANNUAL BASIS, EACH MEMBER OF THE TASB BOARD AND KEY EMPLOYEES OF TASB ARE PROVIDED WITH A COPY OF THE APPLICABLE CONFLICT OF INTEREST POLICY. THESE INDIVIDUALS ARE ALSO REQUIRED TO COMPLETE, SIGN, AND RETURN AN ANNUAL DISCLOSURE FORM. |
| Determining Compensation | Form 990 Part VI, Section B Line 15 | TASB FOLLOWS BOARD-ADOPTED POLICIES REGARDING COMPENSATION OF THE TASB EXECUTIVE DIRECTOR, OTHER EXECUTIVE AND KEY EMPLOYEES, AND THE FIRST PUBLIC MANAGING DIRECTOR (DISCUSSED BELOW). THE TASB EXECUTIVE COMMITTEE EVALUATES COMPARABILITY DATA AND RECOMMENDS APPROPRIATE COMPENSATION FOR THE EXECUTIVE DIRECTOR TO THE BOARD. THE EXECUTIVE DIRECTOR IS AUTHORIZED TO SET AND APPROVE COMPENSATION FOR TASB KEY EMPLOYEES UNDER BOARD-APPROVED PARAMETERS. THE EXECUTIVE DIRECTOR RELIES ON COMPARABLE DATA FROM VARIOUS SOURCES. REGARDING THE FIRST PUBLIC MANAGING DIRECTOR, AS STATED PREVIOUSLY ON SCHEDULE O WITH RESPECT TO PART VI, LINE 8, THE TASB BOARD OFFICERS AND THE EXECUTIVE DIRECTOR COLLECTIVELY SERVE AS THE FIRST PUBLIC GOVERNANCE COMMITTEE. THE TASB BOARD HAS DELEGATED TO THE FIRST PUBLIC GOVERNANCE COMMITTEE, THE AUTHORITY TO CONSIDER AND APPROVE MATTERS THAT TASB IS ENTITLED TO APPROVE AS THE SOLE MEMBER OF FIRST PUBLIC. THIS AUTHORITY INCLUDES APPROVING THE COMPENSATION OF THE FIRST PUBLIC MANAGING DIRECTOR. THE FIRST PUBLIC GOVERNANCE COMMITTEE RELIES ON COMPARABLE DATA IN MAKING COMPENSATION DECISIONS. |
| Documents Available to the Public | Form 990 Part VI, Section C Line 19 | TASB WILL PROVIDE DOCUMENTS TO MEMBERS OF THE PUBLIC, UPON REQUEST, TO THE EXTENT THAT DISCLOSURE IS REQUIRED BY LAW. |
| Financial Statements and Reporting | Form 990 Part XI Line 2 | AUDITED FINANCIAL STATEMENTS AND COMMITTEE INVOLVEMENT: WHILE NO EXPLANATION IS REQUIRED FOR RESPONSES TO LINE 2, THE FOLLOWING IS PROVIDED FOR CLARIFICATION. THE BUDGET & FINANCE COMMITTEE OF THE TASB BOARD ANNUALLY ENGAGES THE ACCOUNTING FIRM THAT WILL CONDUCT THE TASB FINANCIAL STATEMENT AUDIT. THE COMMITTEE'S ACTION TO ENGAGE THE AUDIT FIRM IS TAKEN TO THE TASB BOARD FOR APPROVAL. THE AUDITED FINANCIAL STATEMENTS ARE PRESENTED TO THE COMMITTEE FOR ITS APPROVAL, AND THE EXTERNAL AUDITORS REVIEW THEIR REPORTS WITH THE COMMITTEE FOR ACCEPTANCE. THE AUDIT IS THEN TAKEN TO THE TASB BOARD FOR APPROVAL AND ACCEPTANCE. REGARDING FIRST PUBLIC, THE FIRST PUBLIC MANAGING DIRECTOR ENGAGES THE INDEPENDENT AUDIT FIRM, REVIEWS AND ACCEPTS THE ANNUAL FINANCIAL STATEMENT AUDIT, AND PRESENTS THE AUDIT TO THE FIRST PUBLIC GOVERNANCE COMMITTEE FOR REVIEW. |
| SIGNIFICANT PROGRAM SERVICES | FORM 990, PART III, LINE 2 | TASB WILL BE REACHING OUT TO CURRENT AND PROSPECTIVE SPONSORS TO ESTABLISH YEAR-ROUND PARTNERSHIPS. TASB PARTNERS, A NEW INITIATIVE, WILL TARGET BUSINESSES AND ORGANIZATIONS THAT SHARE TASB'S MISSION AND SERVICE GOALS. THE PROGRAM AIMS TO ULTIMATELY HELP PROMOTE BETTER PRACTICES AND PROMOTE PUBLIC EDUCATION. |
| PROGRAM SERVICES | PART III, LINE 4D | THE LOCAL GOVERNMENT PURCHASING COOPERATIVE (PURCHASING COOPERATIVE) - THROUGH A SERVICE AGREEMENT WITH THE PURCHASING COOPERATIVE, TASB PROVIDES SUPPORT, MAINTENANCE, AND ADMINISTRATIVE SERVICES FOR ELECTRONIC PURCHASES AND CONSOLIDATED BIDDING ON BEHALF OF GOVERNMENTAL ENTITIES, SUCH AS SCHOOL DISTRICTS, COUNTIES, MUNICIPALITIES, AND SPECIAL DISTRICTS. THE PURCHASING COOPERATIVE ASSISTS MEMBERS BY FACILITATING COMPLIANCE WITH GOVERNMENTAL PROCUREMENT REQUIREMENTS AND PROVIDING MEMBERS WITH ECONOMIES OF SCALE IN PURCHASING SERVICES AND PRODUCTS. AS A RESULT, SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES CAN OPERATE MORE EFFICIENTLY AND EFFECTIVELY,THEREBY LESSENING THE BURDENS OF GOVERNMENT. THE PURCHASING COOPERATIVE SERVED OVER 3,500 MEMBERS AND HAD $592 MILLION IN PURCHASING VOLUME DURING THE 2009-10 FISCAL YEAR. TASB HAS ALSO MADE THE ELECTRONIC PURCHASING APPLICATION, BUYBOARD, AVAILABLE TO CERTAIN NON-PROFIT ORGANIZATIONS. REVENUE GENERATED FROM THESE NON-PROFITS HAS BEEN REPORTED AS UNRELATED BUSINESS INCOME ON THIS FORM 990, AND FORM 990-T HAS BEEN FILED AS REQUIRED. |
| PROGRAM SERVICES | FORM 990, PART III, LINE 4D | FIRST PUBLIC, LLC PROVIDES DIRECTLY, AND THROUGH A SERVICE AGREEMENT WITH LONE STAR INVESTMENT POOL, INVESTMENT AND UNDERWRITING SERVICES TO LOCAL GOVERNMENTS, SUCH AS SCHOOL DISTRICTS, CITIES, AND COUNTIES, AS WELL AS OTHER GOVERNMENTAL ENTITIES. FIRST PUBLIC ASSISTS THESE ENTITIES IN MANAGING AND PLANNING THEIR INVESTMENT PROGRAMS AND ISSUING TAX-EXEMPT DEBT. THESE SERVICES HELP GOVERNMENTAL ENTITIES REDUCE THE TIME AND EXPENSE OF MANAGING THEIR INVESTMENTS, PROVIDE INVESTMENT DIVERSIFICATION AND ASSIST IN RAISING FUNDS FOR SCHOOL CONSTRUCTION AND OTHER CAPITAL PROJECTS. USING THESE SERVICES, THE GOVERNMENTAL ENTITIES ARE ABLE TO OPERATE MORE EFFICIENTLY AND EFFECTIVELY, THEREBY LESSENING THE BURDENS OF GOVERNMENT. DURING THE 2009-10 FISCAL YEAR, FIRST PUBLIC PARTICIPATED IN 27 UNDERWRITING TRANSACTIONS, TOTALING OVER $711 MILLION IN ISSUANCE. IN ADDITION, THERE WERE AN AVERAGE OF 636 PARTICIPANTS IN THE LONE STAR INVESTMENT POOL DURING THE 2009-10 FISCAL YEAR. (SEE PART IV LINE 33 STATEMENT IN SCHEDULE O.) |
| PROGRAM SERVICES | FORM 990, PART III, LINE 4D | ONSITE PROVIDES PARTICIPANTS WITH ASSISTANCE ON REGULATORY COMPLIANCE ISSUES, ACCESS TO PROFESSIONAL TRAINING, AND ACCESS TO SERVICES SUCH AS, ASBESTOS AND INTEGRATED PEST MANAGEMENT, INDOOR AIR QUALITY, COMPLIANCE REVIEWS, MAINTENANCE STANDARDIZATION, GROUNDS UNITIZATION, CONSTRUCTION MANAGEMENT, ENERGY EFFICIENCY AND CONSERVATION, AND DOCUMENT SCANNING AND ARCHIVING. THESE SERVICES ALLOW PARTICIPANTS TO OPERATE MORE EFFICIENTLY AND EFFECTIVELY, THEREBY LESSENING THE BURDENS OF GOVERNMENT. ONSITE HAS ALSO MADE SUBSCRIPTIONS AND CONSULTING SERVICES AVAILABLE TO CHARTER SCHOOLS AND OTHER NON-PROFIT ORGANIZATIONS. REVENUE GENERATED FROM THESE ACTIVITIES HAS BEEN REPORTED AS UNRELATED BUSINESS INCOME ON THIS FORM 990, AND FORM 990-T HAS BEEN FILED AS REQUIRED. THERE WERE 593 PARTICIPATING DISTRICTS IN FISCAL YEAR 2009-10 IN THE ONSITE PROGRAM. ONSITE PROGRAM REVENUE ALSO INCLUDES ADMINISTRATIVE FEES EARNED THROUGH A SERVICE AGREEMENT BETWEEN TASB AND THE TASB ENERGY COOPERATIVE (ENERGY COOPERATIVE). THE ENERGY COOPERATIVE OFFERS ENERGY AGGREGATION SERVICES THAT MEET COMPETITIVE PROCUREMENT REQUIREMENTS PLACED ON SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES, AND ALLOWS THEM TO EARN A MORE COMPETITIVE RATE. AS A RESULT, SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES CAN OPERATE MORE EFFICIENTLY AND EFFECTIVELY, THEREBY LESSENING THE BURDENS OF GOVERNMENT. THERE WERE 190 MEMBERS PARTICIPATING IN ELECTRICITY AGGREGATION POOLS DURING FICAL YEAR 2009-10, WITH 628 MILLION KILOWATT-HOURS OF ELECTRICITY PURCHASED. THE ENERGY COOPERATIVE ALSO OFFERS A TRANSPORTATION FUEL POOL THAT PROVIDES FIXED-RATE PRICING FOR FUEL COMMODITIES OVER PRE-SET PERIODS OF TIME, OR TERMS. THERE WERE 10 MEMBERS PARTICIPATING IN THE FUEL PROGRAM DURING FISCAL YEAR 2009-10, WITH 355 THOUSAND GALLONS OF TRANSPORATION FUEL DELIVERED. |
| PROGRAM SERVICES | FORM 990, PART III, LINE 4D | TASB'S MEDICAID PROGRAM HELPS TEXAS SCHOOL DISTRICTS SEEK REIMBURSEMENT FOR SERVICES ELIGIBLE UNDER THE SCHOOL HEALTH AND RELATED SERVICES PROGRAM, THEREBY LESSENING THE BURDENS OF GOVERNMENT. PARTICIPATING DISTRICTS HAVE THE ABILITY TO FILE MEDICAID CLAIMS ELECTRONICALLY AND IN COMPLIANCE WITH GOVERNMENTAL REQUIREMENTS. ELECTRONIC FILING IS COST EFFECTIVE AND IS AN EFFICIENT WAY TO MAXIMIZE DISTRICT REIMBURSEMENTS WHILE MAINTAINING CONTROL OVER MEDICAID CLAIMS. DURING FISCAL YEAR 2009-10, THERE WERE 132 SCHOOL DISTRICTS PARTICIPATING IN THE PROGRAM AND TASB PROCESSED AND SUBMITTED OVER $21 MILLION IN MEDICAID CLAIMS ON THEIR BEHALF. |
| PROGRAM SERVICES | FORM 990, PART III, LINE 4D | HR SERVICES PARTICIPANTS HAVE ACCESS TO PUBLICATIONS, TRAINING, AND EXPERT CONSULTING SERVICES IN THE AREA OF HUMAN RESOURCE MANAGEMENT. PRODUCTS INCLUDE SALARY SURVEY REPORTS, IN-DISTRICT TRAINING, MODEL JOB DESCRIPTIONS, MODEL EMPLOYEE HANDBOOKS, AND AN HR LIBRARY. THESE SERVICES AND PRODUCTS SUPPORT THE EDUCATIONAL FUNCTION OF PUBLIC SCHOOLS AND RELATED ENTITIES, AND LESSEN THE BURDENS OF GOVERNMENT. THERE WERE 956 PARTICIPATING DISTRICTS DURING THE 2009-10 FISCAL YEAR. |
| PROGRAM SERVICES | FORM 990, PART III, LINE 4D | POLICY SERVICE PROVIDES SUBSCRIBERS WITH SERVICES AND RESOURCES THAT HELP SCHOOL DISTRICT TRUSTEES AND SUPERINTENDENTS MASTER THEIR RESPECTIVE ROLES IN PROVIDING EXCELLENT LOCAL GOVERNANCE. SERVICES INCLUDE POLICY UPDATES, LOCALIZED POLICY MANUALS, POLICY REVIEW SESSIONS, AND ACCESS TO AN INTERNET-BASED TOOL FOR DELIVERY OF DISTRICT POLICIES. THESE SERVICES SUPPORT THE EDUCATIONAL FUNCTION OF PUBLIC SCHOOLS AND RELATED ENTITIES, AND LESSEN THE BURDENS OF GOVERNMENT. POLICY SERVICE HAS ALSO MADE LIBRARY SUBSCRIPTIONS AND CONSULTING SERVICES AVAILABLE TO CHARTER SCHOOLS AND OTHER NON-PROFIT ORGANIZATIONS. REVENUE GENERATED FROM THESE ACTIVITIES HAS BEEN REPORTED AS UNRELATED BUSINESS INCOME ON THIS FORM 990, AND FORM 990-T HAS BEEN FILED AS REQUIRED. THERE WERE MORE THAN 1,070 SUBSCRIBERS TO POLICY SERVICE DURING FISCAL YEAR 2009-10. |
| PROGRAM SERVICES | FORM 990, PART III, LINE 4D | LEGAL SERVICES- WHILE SUPPORTING MEMBERSHIP ACTIVITIES, LEGAL SERVICES ALSO OFFERS IN-SERVICE TRAINING, SEMINARS, PUBLICATIONS, AND VIDEOS ON LEGAL TOPICS. TRAINING ATTENDANCE AND PUBLICATION/VIDEO SALES TOTALED MORE THAN 640 AND 549, RESPECTIVELY, DURING FISCAL YEAR 2009-10. LEGAL SERVICES ALSO PROVIDES ADMINISTRATIVE SUPPORT TO THE TASB LEGAL ASSISTANCE FUND (LAF). THROUGH A SERVICE AGREEMENT WITH LAF, A 501(c)(4) TAX EXEMPT ENTITY, TASB PROVIDES ADMINISTRATIVE SERVICES IN FURTHERANCE OF LAF'S MISSION TO ASSIST PARTICIPATING TEXAS SCHOOL BOARDS BY ADVOCATING ON ISSUES OR CAUSES THAT GENERALLY AFFECT, OR WILL AFFECT, THE PUBLIC SCHOOLS OF THE STATE OF TEXAS. AS OF AUGUST 31, 2010, LAF HAD 762 MEMBERS. THESE SERVICES AND PRODUCTS SUPPORT THE EDUCATIONAL FUNCTION OF PUBLIC SCHOOLS AND RELATED ENTITIES, AND LESSEN THE BURDENS OF GOVERNMENT. |
| PROGRAM SERVICES | FORM 990, PART III, LINE 4D | BOARDBOOK IS A WEB-BASED SOFTWARE APPLICATION THAT HELPS DISTRICTS ASSEMBLE BOARD MEETING PACKETS IN A CONSISTENT, EFFICIENT MANNER, AND PROVIDES FOR PAPERLESS MEETINGS. ASSEMBLED MATERIALS ARE AVAILABLE VIA THE WEB AND CAN INCLUDE LINKS TO OTHER DISTRICT DOCUMENTS. THE APPLICATION ALLOWS FOR SEARCHES OF ARCHIVED BOARD MEETING PACKETS AND MINUTES. THE PUBLIC CAN VIEW POSTED MEETING NOTICES, AGENDA PACKETS, AND MINUTES ON A DISTRICT'S WEBSITE. BY USING BOARDBOOK, DISTRICTS ARE ABLE TO OPERATE MORE EFFICIENTLY AND EFFECTIVELY, LESSENING THE BURDENS OF GOVERNMENT. THERE WERE MORE THAN 460 TEXAS AND 209 OUT-OF-STATE GOVERNMENTAL ENTITIES SUBSCRIBING TO BOARDBOOK DURING FISCAL YEAR 2009-10. TASB HAS ALSO MADE BOARDBOOK AVAILABLE TO CERTAIN TEXAS AND OUT-OF-STATE NON-PROFIT ORGANIZATIONS. REVENUE GENERATED FROM THESE NON-PROFIT ORGANIZATIONS HAS BEEN REPORTED AS UNRELATED BUSINESS INCOME ON THIS FORM 990, AND FORM 990-T HAS BEEN FILED AS REQUIRED. |
| PROGRAM SERVICES | FORM 990, PART III, LINE 4D | EXECUTIVE SEARCH SERVICES (ESS) IS A CONSULTING SERVICE DEDICATED TO HELPING DISTRICTS FIND A CHIEF EXECUTIVE OFFICER OR OTHER KEY ADMINISTRATOR. ESS OFFERS APPLICATION-ONLY SEARCHES OR COMPLETE SEARCHES. COMPLETE SEARCHES INCLUDE EACH STAGE OF THE PROCESS, FROM ASSESSMENT AND PLANNING TO OFFERING ASSISTANCE THROUGH THE DELIBERATION AND SELECTION PROCESS. BY UTILIZING ESS SERVICES, DISTRICTS ARE ABLE TO OPERATE MORE EFFICIENTLY AND EFFECTIVELY, THEREBY LESSENING THE BURDENS OF GOVERNMENT. ESS CONDUCTED 24 SEARCHES DURING FISCAL YEAR 2009-10. THROUGH A PILOT PROGRAM, TASB HAS ALSO MADE ITS WEB-BASED ELECTRONIC APPLICATION/MANAGEMENT TOOL, APPLI, AVAILABLE TO CERTAIN OUT-OF-STATE NON-PROFIT ORGANIZATIONS. |
| PROGRAM SERVICES | FORM 990, PART III, LINE 4D | TEXAS CENTER FOR EDUCATIONAL RESEARCH (TCER) - THROUGH A SERVICE AGREEMENT WITH TCER, A TEXAS NON-PROFIT CORPORATION EXEMPT UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE, TASB PROVIDES ADMINISTRATIVE SERVICES, CONDUCTS EDUCATIONAL RESEARCH, AND DISSEMINATES INFORMATION ON PUBLIC EDUCATION ISSUES IN FURTHERANCE OF TCER'S MISSION. TCER'S MISSION IS TO PROVIDE INDEPENDENT, NONPARTISAN RESEARCH ON PUBLIC SCHOOLS. THESE ACTIVITIES ASSIST GOVERNMENT BY PROVIDING RESEARCH THAT IS COST EFFECTIVE, EFFICIENT, AND CONFERS A BENEFIT UPON SCHOOL DISTRICTS. |
| PROGRAM SERVICES | FORM 990, PART III, LINE 4D | SUPPLEMENTAL EMPLOYEE BENEFITS PROGRAM WAS CREATED BY TASB IN AN EFFORT TO ASSIST TEXAS SCHOOL DISTRICTS WITH ATTRACTING AND RETAINING GOOD EMPLOYEES BY PROVIDING VALUABLE SUPPLEMENTAL COVERAGE AND OFFERING PERSONAL INSURANCE LINES TO EMPLOYEES. THE PROGRAM IS ORGANIZED UNDER THE INTERLOCAL COOPERATION ACT, AND PARTICIPATING DISTRICTS ESTABLISH MEMBERSHIP BY EXECUTION OF THE INTERLOCAL PARTICIPATION AGREEMENT. TASB, AS ADMINISTRATOR OF THE INTERLOCAL AGREEMENT, CONDUCTS THE COMPETITIVE PROCUREMENT ON BEHALF OF THE PARTICIPANTS. LINES OF COVERAGE ARE OFFERED AT SPECIAL GROUP RATES, SAVING BOTH THE EMPLOYEES AND DISTRICTS MONEY, THEREBY LESSENING THE BURDENS OF GOVERNMENT. THERE WERE OVER 340 DISTRICTS PARTICIPATING IN ONE OR MORE LINES OF COVERAGE DURING FISCAL YEAR 2009-10. |
| PROGRAM SERVICES | FORM 990, PART III, LINE 4D | OTHER REVENUE INCLUDES, BUT IS NOT LIMITED TO, REVENUE GENERATED THROUGH LEGISLATIVE UPDATE SEMINARS, SUPERINTENDENT SECRETARY CONFERENCES, SALES OF VARIOUS TASB PRODUCTS AND PUBLICATIONS, COMMUNITY SURVEY SERVICES, AND A ONE-STEP PARENT INVOLVEMENT CURRICULUM ENTITLED FAMILY FRAMEWORKS. THESE SERVICES AND PRODUCTS SUPPORT THE EDUCATIONAL FUNCTION OF PUBLIC SCHOOLS AND RELATED ENTITIES, THEREBY LESSENING THE BURDENS OF GOVERNMENT. REVENUE GENERATED FROM THE SALE OF CERTAIN ITEMS AND FOR THE PROVISION OF CERTAIN SERVICES TO CHARTER SCHOOLS AND OTHER NON-PROFIT ORGANIZATIONS HAS BEEN REPORTED AS UNRELATED BUSINESS INCOME ON THIS FORM 990, AND FORM 990-T HAS BEEN FILED AS REQUIRED. |
| ROYALTIES | FORM 990, PART VIII, LINE 5 | THROUGH LICENSE AGREEMENTS, TASB RECEIVES ROYALTIES FROM FOUR AFFILIATED ENTITIES FOR THE USE OF TASB'S INTELLECTUAL INTANGIBLE ASSETS SUCH AS ITS NAME AND LOGO IN PROMOTING, MARKETING, AND OFFERING THEIR VARIOUS PROGRAMS AND SERVICES. THESE AFFILIATED ENTITIES ARE ALL ADMINISTRATIVE AGENCIES OF COOPERATING LOCAL GOVERNMENTS ORGANIZED UNDER THE INTERLOCAL COOPERATION ACT (TEXAS GOVERNMENT CODE, CHAPTER 791). SERVICES PROVIDED BY THESE AFFILIATED ENTITIES DIRECTLY CONTRIBUTE TO TASB'S EXEMPT PURPOSE BY LESSENING THE BURDENS OF GOVERNMENT ON PUBLIC SCHOOLS AND OTHER GOVERNMENTAL ENTITIES, AND ALLOWING THEM TO BE MORE EFFICIENT AND EFFECTIVE. |
| REVENUE SUMMARY | FORM 990, PART I | CERTAIN AMOUNTS IN PART I, REVENUE SUMMARY, HAVE BEEN RESTATED TO CONFORM TO CURRENT YEAR PRESENTATION. |
| ORGANIZATION'S MISSION | FORM 990, PART I, LINE 1 | THE TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. (TASB) PROMOTES EDUCATIONAL EXCELLENCE FOR TEXAS SCHOOL CHILDREN THROUGH ADVOCACY, VISIONARY LEADERSHIP, AND HIGH QUALITY SERVICES TO SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | First Public LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12007 Research Blvd | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78759 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742275519 | EIN |
| Primary Activities | Invstmnt Mgmt | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Total Income | 2868530 | TotalIncome |
| EOY Assets | 2222676 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TASB RISK MGMT FND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12007 RESEARCH BLVD | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78759 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742499129 | EIN |
| Primary Activity | Risk Pool | PrimaryActivity |
| Legal Domicile State | TX | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|
| Lone Star Investment Pool | |||||||
| 12007 Research Blvd | Austin | TX | 78759 | 742607883 | PUBLIC FUNDS INVS | TX | NA |
| TASB Energy Cooperative | |||||||
| 12007 Research Blvd | Austin | TX | 78759 | 262289608 | ENERGY PURCHASING | TX | NA |
| The Local Government Purchasing Coop | |||||||
| 12007 Research Blvd | Austin | TX | 78759 | 742906884 | GOODS & SVCS PURC | TX | NA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| TASB RISK MANAGEMENT FUND | |
| a(iii | 1559818 |
| TASB RISK MANAGEMENT FUND | |
| P | 18784198 |
| LONE STAR INVESTMENT POOL | |
| a(iii | 132113 |
| LONE STAR INVESTMENT POOL | |
| K | 2556599 |
| THE LOCAL GOVERNMENT PURCHASING COOPERATIVE | |
| a(iii | 442412 |
| THE LOCAL GOVERNMENT PURCHASING COOPERATIVE | |
| K | 4434867 |
| TASB ENERGY COOPERATIVE | |
| a(iii | 110404 |
| TASB ENERGY COOPERATIVE | |
| K | 604829 |