2011-07-15T10:30:39-05:00 2010-08-31 BKD LLP 2800 Post Oak Blvd Ste 3200 HOUSTON TX 77056 990 2009-09-01 742275519 Texas Association of School Boards Inc TEXA 5124670222 PO Box 400 Austin TX 787670400 JAMES B CROW 2011-07-15 7134994600 2009 2016-02-24 21:20:13Z James B Crow 12007 Research Blvd Austin TX 78759 49206950 false X www.tasb.org X 1999 TX (SEE SCHEDULE O) 44 44 492 0 857721 -272403 347369 214802 45168209 44035741 725478 452169 624830 2918921 46865886 47621633 108493 191614 0 0 31154831 32855618 0 0 71977 13570467 13505838 44833791 46553070 2032095 1068563 53021804 53878528 21901859 21003420 31119945 32875108 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. true false 16978272 0 18788108 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. 4632809 0 3417296 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. 2753286 0 2072995 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. 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 14130293 191614 19757342 38494660 true true false true false false false false false true true true false false false false false false false false false true false true false false false false false false false false false false false false true true true false false true 101 0 true 492 true true true false false false false true true false false false 44 44 false false false false true true true true true false false true true true true true true true true false X JAMES B CROW 5124670222 12007 RESEARCH BLVD Austin TX 787592439 KAREN ELLIS 1.0 X 0 0 0 FAYE BEAULIEU 3.0 X X 598 0 0 BRET BEGERT 1.0 X 780 0 0 VIOLA GARCIA 3.0 X X 0 0 0 LINDA GRIFFIN 1.0 X 0 0 0 MANUEL GUAJARDO JR 1.0 X 527 0 0 KATHERINE HANSON 1.0 X 0 0 0 PATRICIA HUGHES 1.0 X 0 0 0 DAVID ICKERT 1.0 X 0 0 0 GARY INMON 3.0 X X 559 0 0 MARIA LEAL 1.0 X 0 0 0 LORI MOYA 1.0 X 0 0 0 JUDY NEEDHAM 1.0 X 0 0 0 ANDRA SELF 1.0 X 0 0 0 ROBERT SEWARD 1.0 X X 607 0 0 ROBERT SHEPPARD 1.0 X 0 0 0 CHARLES STAFFORD 1.0 X 0 0 0 PAMELA STEHLE 1.0 X 0 0 0 SYLVESTER VASQUEZ Jr 3.0 X X 566 0 0 MICHAEL WATKINS 1.0 X 0 0 0 SARAH WINKLER 3.0 X X 0 0 0 LIDA WOODUL 1.0 X 0 0 0 GLORIA CASAS 1.0 X 0 0 0 FRED CONTRERAS 1.0 X 159 0 0 TERESA FLORES 1.0 X 0 0 0 ROBERT BLOUNT JR 1.0 X 0 0 0 JAMES GOODE 1.0 X 0 0 0 MARTY REYES 1.0 X 0 0 0 MANUEL RODRIGUEZ JR 1.0 X 0 0 0 Sonal Bhuchar 1.0 X 0 0 0 Benny May 1.0 X 0 0 0 Vernagene Mott 1.0 X 0 0 0 Wes Naron 1.0 X 0 0 0 Gloria Pena 1.0 X 0 0 0 Carlos Villarreal 1.0 X 0 0 0 LEW BLACKBURN 1.0 X 0 0 0 RICHARD CHAMBERS 1.0 X 0 0 0 JAMES DE GARAVILLA 1.0 X 0 0 0 LEE LENTZ-EDWARDS 1.0 X 0 0 0 ROLINDA SCHMIDT 1.0 X 0 0 0 SUSAN THAMES 1.0 X 0 0 0 RENARD THOMAS 1.0 X X 304 0 0 MARY BETH KING 1.0 X 0 0 0 TAMARA WALTHALL 1.0 X 453 0 0 EDD WHITE 1.0 X 306 0 0 ZOEL ALLEN 1.0 X 0 0 0 JOE PIRTLE 1.0 X 0 0 0 SANDY HUGHEY 1.0 X 0 0 0 RON PRICE 1.0 X 0 0 0 JAMES CROW 40.0 X 266620 0 63484 Steven McArthur 40.0 X 144478 0 30654 Chris Szaniszlo 40.0 X 247899 0 59262 Dubravka Romano 40.0 X 228097 0 45605 Jackie Lain 40.0 X 178960 0 24244 Sedora Jefferson 40.0 X 172437 0 29857 Catherine Clark 40.0 X 159925 0 27707 Benjamin Canada 40.0 X 152666 0 31831 Eric Hungate 40.0 X 163370 0 21941 Nancy Cotton 40.0 X 151133 0 24130 Steve Orta 40.0 X 172873 0 20922 Trent Toon 40.0 X 149936 0 17486 William Mastrodicasa 40.0 X 129858 0 29583 GERALD BRASHEARS 40.0 X 161574 0 12460 MARY ANN BRILEY 40.0 X 133017 0 19041 2617702 0 458207 15 false true false 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 5 9000 205802 2084 214802 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 11015200 9811125 396516 807559 44035741 428214 428214 0 2274663 2274663 468051 418410 49641 49641 49641 1170589 12805 1145053 14386 25536 -1581 23955 23955 9000 4280 -4280 -4280 0 4674 3188 1486 1486 CHILD CARE SERVICES 624410 531746 272168 259578 ADVERTISING 541800 65665 65665 0 597411 47621633 42709780 857721 3839330 191614 191614 0 0 0 2235421 1150029 1085392 0 0 23738420 20329452 3355635 53333 1884321 1614293 266460 3568 3197752 2740230 452310 5212 1799704 1541420 254431 3853 0 192468 19077 173391 0 88271 0 88271 0 192000 192000 0 0 0 71220 0 71220 0 683994 587088 96906 0 140956 120986 19970 0 967111 828427 136742 1942 1392159 1194922 197237 0 193450 193450 0 0 2026705 1736075 286561 4069 1725738 1286185 439553 0 6142 6142 0 0 1908391 1740783 167608 0 10612 0 10612 0 0 2317467 1989135 328332 0 299080 0 299080 0 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 288096 243565 44531 0 46553070 38494660 7986433 71977 875 725 7373466 6376459 2048454 2347636 46975 52565 1140445 1188345 37541820 10310386 27090519 27231434 15321070 16681364 53021804 53878528 4562076 4111771 2518004 2683553 14821779 14208096 21901859 21003420 X 31119945 32875108 31119945 32875108 53021804 53878528 X false true true X false X 125926 151084 359615 347369 214802 1198796 39420322 37541077 40627517 41970758 42711366 202271040 1052126 1105661 1169081 1136122 1132802 5595792 40598374 38797822 42156213 43454249 44058970 209065628 761666 698351 665186 818209 1426461 4369873 761666 698351 665186 818209 1426461 4369873 204695755 3084655 3610631 3891535 3521896 3170928 17279645 3084655 3610631 3891535 3521896 3170928 17279645 1120 -4360 -10684 -80604 -1581 -96109 43684149 42404093 46037064 46895541 47228317 226249164 0.90474 0.95467 0.07637 0.02856 X CERTAIN AMOUNTS IN PART III SECTIONS A & B FOR YEARS 2005 THROUGH 2008 HAVE BEEN RESTATED TO CONFORM TO CURRENT YEAR PRESENTATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true 10366 true 4368 false true 384784 true 176452 false 575970 false Schedule C Part II-B 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. 2045650 2045650 20370653 2347243 18023410 2442190 1580674 861516 12683327 6382469 6300858 27231434 47621633 46553070 1068563 686600 686600 1755163 48735692 686600 427459 1114059 47621633 47621633 46980529 427459 427459 46553070 46553070 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 Fin 48 Footnote 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. true Texas Center for Educational Research PO Box 400 Austin TX 78767 742504826 501(C)(3) 187613 0 N/A N/A Support Procedures for Monitoring Use of Grant Funds Schedule I, Part I, LINE 2 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. X true true X X X X X X false true false true false false false false false 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 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. 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. First Public LLC 12007 Research Blvd Austin TX 78759 742275519 Invstmnt Mgmt TX 2868530 2222676 NA TASB RISK MGMT FND 12007 RESEARCH BLVD Austin TX 78759 742499129 Risk Pool TX NA false false 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 true false false false false false false false false false true false false false false true false false 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