2020-12-03T21:18:30-06:00 2020-03-31 560747981 DIXON HUGHES GOODMAN LLP 1410 SPRING HILL ROAD SUITE 500 TYSONS VA 221023056 990 2019-04-01 366124610 ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL ASSO 7034780405 44790 MAYNARD SQUARE NO 200 ASHBURN VA 20147 DAVID LEWIS EXECUTIVE DIRECTOR 7034780405 2020-12-02 1 LINDSEY KHOKHAR P01755218 7039700400 2020-11-12 2019 2022-09-23 18:48:47Z DAVID LEWIS 44790 MAYNARD SQUARE NO 200 ASHBURN VA 20147 4692903 0 3239 X WWW.ASBOINTL.ORG X 1986 VA SEE SCHEDULE O 9 9 25 11 265647 -750 8167098 1179182 3662103 3024030 108480 217578 780074 272113 12717755 4692903 0 0 0 0 2313227 2374435 0 0 0 3228286 2974443 5541513 5348878 7176242 -655975 12672999 10699062 3031693 1694257 9641306 9004805 X ASBO INTERNATIONAL'S MISSION IS TO LEAD THE PROFESSION OF SCHOOL BUSINESS FORWARD. THROUGH OUR PROFESSIONAL GROWTH OPPORTUNITIES, PROGRAMS, AND SERVICES, WE PROMOTE THE HIGHEST STANDARDS OF SCHOOL BUSINESS MANAGEMENT PRACTICES. WE PROVIDE A GLOBAL NETWORK OF SUPPORT. 0 0 382981 52888 PROFESSIONAL DEVELOPMENT: THE GOAL OF THE PROFESSIONAL DEVELOPMENT PROGRAM IS TO FOSTER CONTINUOUS LEARNING THROUGHOUT THE YEAR IN ORDER TO HELP MEMBERS REDUCE COSTS, OPTIMIZE REVENUES, AND EFFECTIVELY DIRECT SCHOOL DISTRICT RESOURCES TO IMPROVE TEACHING AND LEARNING FOR ALL STUDENTS IN K-12 SCHOOLS. THE PROFESSIONAL DEVELOPMENT PROGRAM INCLUDES THE ANNUAL MEETING & EXPO (THE EDUCATIONAL SESSIONS OF WHICH ARE RECORDED AND MADE AVAILABLE TO SCHOOL BUSINESS IN OVER 15,000 DISTRICTS); THE EXECUTIVE LEADERSHIP FORUM, PROVIDING EXECUTIVE-LEVEL LEADERSHIP DEVELOPMENT TO APPROXIMATELY 300 SCHOOL BUSINESS LEADERS ANNUALLY; THE EAGLE INSTITUTE, WHICH OFFERS HISTORY-BASED LEADERSHIP DEVELOPMENT TO APPROXIMATELY 45 SCHOOL BUSINESS LEADERS ANNUALLY; AND THE GLOBAL SCHOOL BUSINESS NETWORK, A PROFESSIONAL NETWORKING PLATFORM THAT CONNECTS NEARLY 10,000 SCHOOL BUSINESS PROFESSIONALS. 1049358 1095128 ANNUAL MEETINGS: MEETING FOR MEMBERS TO DISCUSS ASSOCIATION ACTIVITIES, PROVIDE FORUM FOR FELLOWSHIP ACTIVITIES AMONGST MEMEBERS, AND PROVIDE AN EDUCATIONAL FORUM THAT INCLUDES WORKSHOPS AND PRESENTATIONS RELATED TO EDUCATION AND EDUCATION MANAGEMENT. 2471654 1878085 VARIOUS OTHER PROGRAMS 3903993 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 25 1 1 1 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 IL X DANIEL HUENNEKE 7037087083 44790 MAYNARD SQUARE STE 200 ASHBURN VA 20147 CLAIRE HERTZ PRESIDENT 1.00 X X 0 0 0 ED CHABAL VICE PRESIDENT 1.00 X X 0 0 0 TOM WOHLLEBER PAST PRESIDENT 1.00 X X 0 0 0 CHARLES E PETERSON JR PAST PRESIDENT 1.00 X X 0 0 0 BILL SUTTER DIRECTOR 1.00 X 0 0 0 MARVIN DEREEF JR DIRECTOR 1.00 X 0 0 0 SUSAN HARKIN DIRECTOR 1.00 X 0 0 0 JOHN HUTCHISON DIRECTOR 1.00 X 0 0 0 RYAN STECHSHULTE DIRECTOR 1.00 X 0 0 0 DAVID GINSBERG DIRECTOR 1.00 X 0 0 0 MICHAEL JOHNSON DIRECTOR 1.00 X 0 0 0 ANGELA VON ESSEN DIRECTOR 1.00 X 0 0 0 DAVID JOHN LEWIS EXECUTIVE DIRECTOR/CEO (START 04/2019) 37.50 X 170249 0 24746 SIOBHAN MCMAHON CHIEF OPERATIONS OFFICER 37.50 X 187129 0 28322 SABRINA SOTO CHIEF BUSINESS & LEADER 37.50 X 144409 0 25699 DANIEL HUENNEKE FINANCE & ADMIN MANAGER (START 02/2020) 37.50 X 0 0 0 PATRICK CHENEY FINANCE & ADMIN MANAGER (LEFT 01/2020) 37.50 X 58740 0 556 ROBIN HAYES DIR. OF CONF. & EXHIBITS 37.50 X 121085 0 21755 681612 0 101078 4 0 1 0 FREEMAN AUDIO VISUAL PO BOX 650519 DALLAS TX 752650519 A/V SUPPORT 205145 THE YGS GROUP 3650 WEST MARKET STREET YORK PA 17404 MARKETING & COMMUNICATION SERVICES 143354 2 1179182 1179182 MEMBERSHIP 900099 872081 872081 CERTIFICATE OF EXCELLE 900099 740875 740875 ANNUAL MEETING 900099 667098 667098 EXHIBITS 900099 334080 334080 MERITOUS BUDGET AWARDS 900099 164005 164005 245891 245891 3024030 217578 217578 4395 0 4395 4395 4395 2071 0 2071 2071 ADVERTISING 541800 265647 265647 265647 4692903 3026101 265647 221973 X 727686 504908 222778 1247002 858228 388774 62582 45951 16631 181435 133219 48216 155730 114345 41385 25147 21578 3569 27319 23442 3877 589625 505938 83687 47424 40693 6731 385602 289142 96460 224256 187126 37130 130878 130878 350707 261143 89564 969530 889017 80513 34262 34262 126108 126108 27879 27879 CONTRIBUTIONS/DUES 14283 13061 1222 FEES/ADMISSIONS 10871 8584 2287 MAIL HOUSE FEES 10552 7618 2934 5348878 3903993 1444885 0 3081958 2822751 7395578 5730765 72223 170291 137264 109766 2178299 312810 1985976 1865489 12672999 10699062 253570 220979 1712715 1473278 1065408 3031693 1694257 X 9641306 9004805 9641306 9004805 12672999 10699062 -655975 19474 0 X X 0 1 X 1 0 X 371099 415376 390437 950098 1179182 3306192 3485813 3348130 3394419 3686291 3024030 16938683 3856912 3763506 3784856 4636389 4203212 20244875 0 0 0 20244875 733599 883612 1060979 562311 221973 3462474 733599 883612 1060979 562311 221973 3462474 7240 11595 5207 23116 47158 4597751 4658713 4851042 5221816 4425185 23754507 0.85230 0.83160 0.14580 0.16630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3117 45114 48231 5300647 5348878 417444 104361 0 0 417444 417444 626166 48231 48231 104361 104361 156542 3117 3117 PART II-A, LINES 1A GRASSROOTS EXPENDITURES INCLUDE ASBO LOBBYING COMMUNICATIONS IN PUBLIC CHANNELS (SBDAILY NEWSLETTER AND SOCIAL MEDIA). PART II-A, LINES 1B DIRECT EXPENDITURES INCLUDE ASBO LOBBYING COMMUNICATIONS TO LOBBYING CONTACTS (HILL STAFF/OFFICIALS), LOBBYING COALITION PREP. CALLS, AND LOBBYING COMMUNICATIONS TO DUES-PAYING MEMBERS (ACCENTS NEWSLETTER, SBA MAGAZINE, WEBINARS/PRESENTATIONS, ETC.). ALSO INCLUDES ALL COSTS RELATED TO ASBO'S LEGISLATIVE ADVOCACY CONFERENCE AND THE PROPORTIONAL AMOUNT OF STAFF HOURS/WAGES SPENT ON LOBBYING ACTIVITIES. MIXED LOBBYING ACTIVITIES WERE MINIMAL AND SPLIT BETWEEN GRASSROOTS AND DIRECT LOBBYING IN LINES 1A AND 1B (SUCH AS EXPENSES FOR ASBO'S LEGISLATIVE BROCHURE [A 50/50 SPLIT] AND DUES FOR THE COMMITTEE FOR EDUCATION FUNDING (CEF) FOR LOBBYING [20% OF DUES WITH A 50/50 SPLIT]). PART II-A, LINES 2A THIS WAS ASBO'S FIRST YEAR WITH THE 501(H) ELECTION/EXPENDITURE TEST IN EFFECT, SO ONLY 2019 INFORMATION IS AVAILABLE. 128900 128900 1722284 110556 1611728 36629 6100 30529 290486 196154 94332 1865489 X 4712377 19474 19474 4692903 0 4692903 5348878 0 5348878 0 5348878 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ASSOCIATION HAS DETERMINED THAT THEY DO NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF MARCH 31, 2020. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DAVID JOHN LEWIS EXECUTIVE DIRECTOR/CEO (START 04/201 170249 0 0 0 0 0 17007 0 7739 0 194995 0 0 0 SIOBHAN MCMAHON CHIEF OPERATIONS OFFICER 187129 0 0 0 0 0 11492 0 16830 0 215451 0 0 0 SABRINA SOTO CHIEF BUSINESS & LEADER 144409 0 0 0 0 0 9318 0 16381 0 170108 0 0 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION ASBO INTERNATIONAL'S MISSION IS TO LEAD THE PROFESSION OF SCHOOL BUSINESS FORWARD. THROUGH OUR PROFESSIONAL GROWTH OPPORTUNITIES, PROGRAMS, AND SERVICES, WE PROMOTE THE HIGHEST STANDARDS OF SCHOOL BUSINESS MANAGEMENT PRACTICES. WE PROVIDE A GLOBAL NETWORK OF SUPPORT THAT ENHANCES OUR MEMBERS' ABILITY TO COLLABORATE AND LEAD WITH A GLOBAL PERSPECTIVE. WE ARE DEDICATED TO SUPPORTING SCHOOL BUSINESS OFFICIALS AND PROVIDING THE RESOURCES THEY NEED TO EFFECTIVELY USE EDUCATIONAL RESOURCES - ULTIMATELY ENSURING EVERY STUDENT HAS THE OPPORTUNITY TO RECEIVE A QUALITY EDUCATION. FORM 990, PART VI, SECTION A, LINE 1 DESCRIPTION OF ORGANIZATION MISSION: THAT ENHANCES OUR MEMBERS' ABILITY TO COLLABORATE AND LEAD WITH A GLOBAL PERSPECTIVE. WE ARE DEDICATED TO SUPPORTING SCHOOL BUSINESS OFFICIALS AND PROVIDING THE RESOURCES THEY NEED TO EFFECTIVELY USE EDUCATIONAL RESOURCES -- ULTIMATELY ENSURING EVERY STUDENT HAS THE OPPORTUNITY TO RECEIVE A QUALITY EDUCATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. ACTIVE MEMBERS OF THE ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL CAN ELECT DIRECTORS TO THE ASSOCIATION GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE MEMBERS OF ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL CAN ELECT DIRECTORS TO THE ASSOCIATION GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 8B THE ASSOCIATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 IS ELECTRONICALLY PROVIDED TO THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARE REVIEWED BY THE GOVERNING BODY AND APPROPRIATE CORRECTIVE ACTION IS TAKEN. CONFLICTED INDIVIDUALS ARE RECUSED IF APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 SALARIES OF EXECUTIVE DIRECTOR/CEO OR TOP MANAGEMENT OFFICIALS ARE REVIEWED ANNUALLY AND COMPARED TO LOCAL AND NATIONAL DATA SAMPLES BY THE BOARD OF DIRECTORS. SALARIES OF OTHER OFFICERS OR KEY EMPLOYEES ARE ALSO REVIEWED ANNUALLY AND COMPARED TO LOCAL AND NATIONAL DATA SAMPLES BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 FORM 1024 AND FORMS 990 AND 990T ARE AVAILABLE UPON REQUEST DURING REGULAR BUSINESS HOURS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THESE ITEMS ARE ALSO REVIEWED AT BOARD MEETINGS AS WELL AS IN AN ANNUAL REPORT AND PROVIDED UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 505,938. MANAGEMENT AND GENERAL EXPENSES 83,687. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 589,625. PART XII, LINE 2C THE AUDIT COMMITTEE, WHICH IS MADE UP OF THE BOARD OFFICERS, REVIEWS AUDIT, BUDGET, AND ALL FINANCIALS, AS WELL AS REVIEW AUDITOR RECOMMENDATIONS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.