2020-05-15T12:10:23-05:00 2019-06-30 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS RD STE 1500 RALEIGH NC 27609 990 2018-07-01 522206491 THE ASSOCIATION OF BOARDING SCHOOLS ASSO 8282585354 1 NORTH PACK SQUARE NO 301 ASHEVILLE NC 28801 PETER UPHAM EXECUTIVE DIRECTOR 8282585354 2020-05-15 1 J CALVIN MARKS P01226973 9197196400 34.233.173.235 2020-05-15 12:10:19 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5CA57564C3F4EED809CA878CC7A574EC5BA228EA 2018 2021-01-29 14:40:06Z PETER UPHAM 1 NORTH PACK SQUARE NO 301 ASHEVILLE NC 28801 6620195 0 X WWW.BOARDINGSCHOOLS.COM X 1999 VA PROMOTING AWARENESS OF BOARDING SCHOOLS. 17 16 16 70 50882 0 100 12000 5421533 5463068 90664 42610 48871 52989 5561168 5570667 0 0 0 0 2244603 2380138 0 0 0 3639376 3858937 5883979 6239075 -322811 -668408 2954005 1218674 2202578 1346951 751427 -128277 X TO PROMOTE AWARENESS AND UNDERSTANDING OF BOARDING SCHOOLS, EXPAND THE APPLICANT POOL FOR MEMBER INSTITUTIONS, AND OFFER TRAINING, RESEARCH, GUIDANCE, AND SUPPORT ON ALL ISSUES PERTAINING TO THE RESIDENTIAL SCHOOL EXPERIENCE. 0 0 3158714 2772327 THE NORTH AMERICAN BOARDING INITIATIVE IS A TEAM EFFORT BETWEEN THE ASSOCIATION OF BOARDING SCHOOLS AND PARTICIPATING MEMBER SCHOOLS TO BETTER UNDERSTAND AND REACH THE DOMESTIC BOARDING MARKET. IT SEEKS TO DEVELOP A CLEAR, COMPREHENSIVE, AND COMPELLING SET OF RECOMMENDED ACTIONS DESIGNED TO LIFT DEMAND FOR COLLEGE PREP BOARDING SCHOOLS AMONG TARGETED NORTH AMERICAN STUDENTS AND THEIR FAMILIES. 507651 939350 THE ASSOCIATION OF BOARDING SCHOOLS ("TABS") PROVIDED A VARIETY OF MARKETING SUPPORT FOR MEMBER SCHOOLS IN ITS EFFORTS TO REACH FAMILIES CONSIDERING BOARDING SCHOOLS. TO THIS END, THE ORGANIZATION MAINTAINS A WEBSITE, BOARDINGSCHOOLS.COM, WHICH IS THE ESSENTIAL ONLINE RESOURCE FOR INFORMATION ABOUT BOARDING SCHOOLS AND BOARDING SCHOOL LIFE, WITH EXCLUSIVE VIDEO CONTENT, NARRATIVE INSIGHTS ON BOARDING SCHOOLS AND WHAT TO EXPECT, AND GUIDANCE ON SCHOOL SELECTION AND THE APPLICATION PROCESS FOR BOTH PARENTS AND STUDENTS. THE WEBSITE ALSO FEATURES A SCHOOL BROWSER THAT ALLOWS VISITORS TO CONDUCT CUSTOM SEARCHES OF BOARDING SCHOOLS BY GEOGRAPHIC DISTANCE, LEAST TO MOST POPULOUS, GENDER RATIO, AND OLDEST TO NEWEST. AN ADDITIONAL GUIDED SEARCH FEATURE ALLOWS USERS TO TARGET MORE CRITERIA SUCH AS COURSES, ARTS, AND ATHLETIC INTERESTS, AND AN ONLINE LIBRARY FEATURES A VARIETY OF RELEVANT RESEARCH AND TIMELY NEWS RELATED TO TABS AND THE BOARDING SCHOOL COMMUNITY. 473100 466060 THE ORGANIZATION HOSTS A 3-DAY GLOBAL SYMPOSIUM FOCUSING ON THE INTERNATIONALIZATION OF CURRICULUM AND THE BOARDING COMMUNITY. OTHER WORKSHOPS INCLUDE THE 3-DAY "SCHOOL IN THE BALANCE - RISK MANAGEMENT" FOR BOARDING SCHOOL ADMINISTRATORS, A 3-DAY "THIS IS THE LIFE" BOOT CAMP TO HELP ORIENT BOARDING SCHOOL FACULTY, ADMINISTRATORS, AND STAFF TO THE BOARDING SCHOOL WORKPLACE AND ENVIRONMENT, A 3-DAY "NEW TEACHER ACADEMY", A PRACTICAL HANDS-ON ACADEMY DESIGNED FOR NEW TEACHERS AND THOSE NEW TO BOARDING, TWO COMPREHENSIVE 3-DAY RESIDENTIAL LIFE WORKSHOPS (SUMMER AND WINTER), AND A 3-DAY ADMISSION ACADEMY FOR THOSE NEW TO THE ADMISSION DEPARTMENTS. 776367 1305331 INTERNATIONAL PROGRAMS AND ANNUAL CONFERENCES 776367 1305331 4915832 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 30 0 1 16 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X VERONICA EDWARDS 8282585354 1 NORTH PACK SQUARE STE 301 ASHVILLE NC 28801 PETER UPHAM EXECUTIVE DIRECTOR 40.00 3.00 X X 273512 0 53161 BEN WILLIAMS CHAIR 6.00 X X 0 0 0 SUZANNE BUCK VICE-CHAIR 3.00 X X 0 0 0 CHRISTOPHER SEELEY SECRETARY 3.00 X X 0 0 0 DR DENNIS CAMPBELL SECRETARY (TO 10/2019) 3.00 X X 0 0 0 ROBERT GUSTAVSON JR TREASURER 3.00 1.00 X X 0 0 0 GREG BUCKLES DIRECTOR 1.00 X 0 0 0 JOSEPH COLEMAN DIRECTOR 1.00 X 0 0 0 ALEX CURTIS DIRECTOR 1.00 X 0 0 0 LAURA DANFORTH DIRECTOR (FROM 10/2019) 1.00 X 0 0 0 DR HENRY FLANAGAN JR DIRECTOR (FROM 10/2019) 1.00 X 0 0 0 JILL HUTCHINS DIRECTOR 1.00 X 0 0 0 JEFF LEAHY DIRECTOR 1.00 X 0 0 0 ERBY MITCHELL DIRECTOR 1.00 X 0 0 0 INNES VAN NOSTRAND DIRECTOR 1.00 X 0 0 0 ANTHONY SGRO DIRECTOR 1.00 X 0 0 0 JODY REILLY SOJA DIRECTOR (FROM 10/2019) 1.00 X 0 0 0 REBECCA SYKES DIRECTOR (TO 10/2019) 1.00 X 0 0 0 HEIDI VANDERBILT-BROWN DIRECTOR 1.00 X 0 0 0 DR KATHERINE WINDSOR DIRECTOR (TO 10/2019) 1.00 X 0 0 0 GEOFF STILL VP, FINANCE AND OPERATIONS 40.00 X 134537 0 35183 MEGAN CARTIER MANAGING DIRECTOR, NABI & MARKET GROWTH 40.00 X 227441 0 48554 SHELIA MITCHELL VP, MARKET GROWTH/DEPUTY MANAGING DIRECTOR OF NABI 40.00 X 166750 0 30962 ANNE LUNDAHL VP, BRAND COMMUNICATIONS 40.00 X 130771 0 32197 ANDREW HIRT CHIEF OF STAFF & VP, ADVANCEMENT 40.00 X 124361 0 37815 DANIEL GENTLE DIRECTOR, MEMBER RELATIONS & ASSOCIATION ADVANCEME 40.00 X 115350 0 25508 PETER MASON NABI FIELD MARKET CONSULTANT 40.00 X 106950 0 24486 1279672 0 287866 9 0 1 0 ST JOHN & PARTNERS ADVERTISING AND PUBL 1 N MAIN ST 4TH FLOOR GREENVILLE SC 29601 ADVERTISING 2053953 FUSIONSPAN 12300 TWINBROOK PKWY SUITE 440 ROCKVILLE MD 20852 IT SUPPORT 189404 2 12000 12000 NORTH AMERICAN BOARDING INITIATIV 900099 2772327 2772327 DUES & REGISTRATIONS 900099 939350 939350 CONFERENCE REGISTRATIONS 900099 782323 435636 346687 INTERNATIONAL TRAVEL 900099 523008 523008 WORKSHOPS & SEMINARS 900099 446060 446060 5463068 50546 50546 1041592 1049528 -7936 -7936 -7936 MANAGEMENT FEES 900099 49132 49132 HONORARIUM 900099 1959 1959 DIRECTORY 900099 1750 1750 148 148 52989 5570667 5116381 50882 391404 743232 512271 230961 1234324 862971 371353 104963 67777 37186 178333 115154 63179 119286 80017 39269 840 189 651 59762 13514 46248 135223 60457 74766 2177424 2158092 19332 105230 40068 65162 155357 73025 82332 189134 89204 99930 237403 181654 55749 597404 536863 60541 167558 118066 49492 20658 3751 16907 DUES & SUBSCRIPTIONS 13054 2875 10179 PROTOCOL 661 11 650 TAXES & LICENSES 51 3 48 MISCELLANEOUS -822 -130 -692 6239075 4915832 1323243 0 188874 83866 724196 1216 23571 114441 362550 203132 105228 78327 29202 26901 862760 237420 343443 252760 415207 261834 4202 37104 2954005 1218674 331779 309142 1772926 1037809 97873 0 2202578 1346951 X 751427 -128277 751427 -128277 2954005 1218674 -668408 -211296 0 X 0 1 X 1 0 X 100 12000 12100 2456993 2615895 4998682 5024942 5116381 20212893 411901 489047 456429 396591 346687 2100655 2868894 3104942 5455111 5421633 5475068 22325648 12000 12000 1887 1887 1887 12000 13887 22311761 62031 115741 65990 61160 50546 355468 62031 115741 65990 61160 50546 355468 7794 9527 31944 2107 51372 2930925 3228477 5530628 5514737 5527721 22732488 0.98150 0.98220 0.01560 0.01520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5260 5260 0 99968 73067 26901 26901 INVESTMENT IN TABS INSURANCE, INC. 252760 F 252760 X PART X, LINE 2: TABS BELIEVES IT HAS THE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND THEREFORE DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. SOUTH ASIA 0 4 PROGRAM SERVICES PROMOTE AWARENESS AND UNDERSTANDING OF BOARDING SCHOOLS AND EXPAND THE APPLICANT POOL FOR MEMBER INSTITUITIONS. 174000 EUROPE 0 2 PROGRAM SERVICES PROMOTE AWARENESS AND UNDERSTANDING OF BOARDING SCHOOLS AND EXPAND THE APPLICANT POOL FOR MEMBER INSTITUITIONS. 35000 0 6 0 0 0 6 209000 0 209000 0 0 0 0 0 0 X X X X 0 0 0 0 0 0 0 0 0 PETER UPHAM EXECUTIVE DIRECTOR 273512 0 0 0 0 0 28250 0 24911 0 326673 0 0 0 GEOFF STILL VP, FINANCE AND OPERATIONS 134537 0 0 0 0 0 14035 0 21148 0 169720 0 0 0 MEGAN CARTIER MANAGING DIRECTOR, NABI & MARKET GRO 227441 0 0 0 0 0 23643 0 24911 0 275995 0 0 0 SHELIA MITCHELL VP, MARKET GROWTH/DEPUTY MANAGING DI 166750 0 0 0 0 0 16675 0 14287 0 197712 0 0 0 ANNE LUNDAHL VP, BRAND COMMUNICATIONS 130771 0 0 0 0 0 13285 0 18912 0 162968 0 0 0 ANDREW HIRT CHIEF OF STAFF & VP, ADVANCEMENT 124361 0 0 0 0 0 13335 0 24480 0 162176 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS COMPILED IN DRAFT FORM AND SUBMITTED TO THE VICE PRESIDENT, FINANCE AND OPERATIONS FOR INITIAL REVIEW AND COMMENT PERIOD. ONCE REVIEWED IT IS PROVIDED TO THE EXECUTIVE DIRECTOR FOR REVIEW AND COMMENT. ONCE IT IS APPROVED INTERNALLY, IT IS SCHEDULED ON THE AGENDA OF THE AUDIT COMMITTEE FOR REVIEW, DISCUSSION AND APPROVAL. ONCE APPROVED IN FINAL FORM BY THE AUDIT COMMITTEE IT IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS ARE REQUIRED TO COMPLETE AND SIGN A FORM INDICATING ANY POSSIBLE CONFLICTS OF INTEREST TO WHICH THEY ARE AWARE THE ORGANIZATION ANNUALLY MONITORS AND RE VIEWS ITS BUSINESS RELATIONSHIPS TO IDENTIFY POSSIBLE CONFLICTS OF INTEREST ON THE PART OF OFFICERS AND DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY OF THE EXECUTIVE DIRECTOR OF THE ORGANIZATION IS SET IN LIGHT OF COMPARABILITY DATA, ESTABLISHED THROUGH WRITTEN CONTRACT, AND APPROVED BY THE FULL BOARD IN EXECUTIVE SESSION. THE ONLY COMPENSATED OFFICER IS THE EXECUTIVE DIRECTOR. OTHER SENIOR MANAGERS WORK UNDER ANNUAL CONTRACTS AT THE PLEASURE OF THE EXECUTIVE DIRECTOR, TO WHICH THE EXECUTIVE DIRECTOR ESTABLISHES THEIR COMPENSATION ON THE BASIS OF THE PREVAILING MARKET AND INDIVDIUAL JOB PERFORMANCE. THE EXECUTIVE DIRECTOR'S COMPENSATION WAS LAST REVIEWED IN FEBRUARY 2018. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEME NTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATIONS ADMINISTRATIVE OFFICE OR BY MAIL, FAX, OR EMAIL REQUEST. TABS LLC 1 NORTH PACK SQUARE SUITE 301 ASHEVILLE NC 28801 202619394 RENTAL REAL ESTATE VA 0 0 THE ASSOCIATION OF BOARDING SCHOOLS TABS INSURANCE INC 1 NORTH PACK SQUARE SUITE 301 ASHEVILLE NC 28801 814551728 CAPTIVE INSURANCE NC THE ASSOCIATION OF BOARDING SCHOOLS C 1235163 343739 1.00000 1 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 TABS INSURANCE INC B 99000 FAIR MARKET VALUE TABS INSURANCE INC D 75566 FAIR MARKET VALUE