TEXAS ASSOCIATION OF SCHOOL BOARDS INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS ASSOCIATION OF SCHOOL BOARDS INC (EIN 74-2275519)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-07-15
- IRS object ID
- 202021979349303637
- Schema version
- 2018v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T11:58:44-05:00 | ReturnTs |
| Tax Period End | 2019-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14555 DALLAS PARKWAY STE 300 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742275519 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS ASSOCIATION OF SCHOOL BOARDS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 5124670222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 400 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787670400 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES B CROW | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5124670222 | PhoneNum |
| Signature | 2020-07-10 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA ALEXANDERSON | PreparerPersonNm |
| PTIN | P01218925 | PTIN |
| Phone | 9724582296 | PhoneNum |
| Preparation | 2020-07-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.255.16.238 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-10 | IPDt |
| IP Tm | 10:12:35 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 794856F77D80C61DE78743BDB3D2DAA753D74C24 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES B CROW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12007 RESEARCH BLVD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $91,960,921 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TASB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TASB'S MISSION IS TO PROMOTE EDUCATIONAL EXCELLENCE FOR TEXAS SCHOOL CHILDREN THROUGH ADVOCACY, VISIONARY LEADERSHIP, AND HIGH QUALITY SERVICES TO SCHOOL DISTRICTS. TASB'S WIDE ARRAY OF SERVICES LESSENS THE BURDENS OF GOVERNMENT FOR SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES LOCATED IN TEXAS AND OTHER STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 569 | TotalEmployeeCnt |
| Total Volunteers | 52 | TotalVolunteersCnt |
| Total Gross UBI | $1,484,404 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $522,822 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $253,990 | PYContributionsGrantsAmt |
| CY Contributions Grants | $340,728 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $66,850,822 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $68,373,556 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,077,520 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,766,315 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,610,961 | PYOtherRevenueAmt |
| CY Other Revenue | $4,022,385 | CYOtherRevenueAmt |
| PY Total Revenue | $71,793,293 | PYTotalRevenueAmt |
| CY Total Revenue | $75,502,984 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,774 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $48,672,280 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $50,584,600 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $13,964 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,457,356 | PYOtherExpensesAmt |
| CY Other Expenses | $19,576,094 | CYOtherExpensesAmt |
| PY Total Expenses | $68,146,136 | PYTotalExpensesAmt |
| CY Total Expenses | $70,163,468 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,647,157 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,339,516 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,095,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,604,808 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,803,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,890,075 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,292,361 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,714,733 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TASB'S MISSION IS TO PROMOTE EDUCATIONAL EXCELLENCE FOR TEXAS SCHOOL CHILDREN THROUGH ADVOCACY, VISIONARY LEADERSHIP, AND HIGH QUALITY SERVICES TO SCHOOL DISTRICTS. TASB'S WIDE ARRAY OF SERVICES LESSENS THE BURDENS OF GOVERNMENT FOR SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES LOCATED IN TEXAS AND OTHER STATES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,535,072 | ExpenseAmt |
| Revenue | $28,572,558 | RevenueAmt |
| Desc | TASB RISK MANAGEMENT FUND - THROUGH A SERVICE AGREEMENT, TASB PROVIDES OVERALL MANAGEMENT AND PROGRAM ADMINISTRATION TO THE TASB RISK MANAGEMENT FUND (FUND), AN INTERGOVERNMENTAL RISK SHARING POOL FOR TEXAS SCHOOL DISTRICTS AND OTHER EDUCATIONAL-RELATED GOVERNMENTAL ENTITIES. THE FUND OFFERS WORKERS' COMPENSATION, UNEMPLOYMENT COMPENSATION, PROPERTY, SCHOOL LIABILITY, AUTO PHYSICAL DAMAGE, AND AUTO LIABILITY COVERAGE TO ITS MEMBERS. TASB'S PROGRAM ADMINISTRATION ACTIVITIES INCLUDE UNDERWRITING, MARKETING, CLAIMS ADMINISTRATION, LOSS PREVENTION, FINANCIAL MANAGEMENT AND OTHER MANAGEMENT AND OVERSIGHT SERVICES. THE COVERAGE PROVIDED BY THE FUND AND SERVICES PROVIDED BY TASB ON THE FUND'S BEHALF ARE DESIGNED TO REDUCE AND MINIMIZE THE RISK OF LOSS BY THE FUND'S MEMBERS THROUGH EFFECTIVE LOSS PREVENTION, CLAIMS ADMINISTRATION AND OTHER ACTIVITIES, THEREBY LESSENING THE BURDENS OF GOVERNMENT. THE FUND PROVIDED COVERAGE TO 1,048 MEMBERS DURING THE 2018-19 FISCAL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,577,245 | ExpenseAmt |
| Revenue | $4,165,140 | RevenueAmt |
| Desc | TASB OFFERS SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES THE OPPORTUNITY TO PARTICIPATE IN A WIDE ARRAY OF PROGRAMS AND SERVICES THAT LESSEN THE BURDENS OF GOVERNMENT. BASIC MEMBER SERVICES TO BOARDS OF TEXAS SCHOOL DISTRICTS INCLUDE, BUT ARE NOT LIMITED TO, GOVERNMENTAL RELATIONS, REPRESENTING THE INTERESTS OF MEMBERS AT THE TEXAS LEGISLATURE; BOARD TRAINING CREDIT AND TRACKING; AND A SUBSCRIPTION TO TASB'S FLAGSHIP PUBLICATION, TEXAS LONE STAR. IN ADDITION, TASB PROVIDES LEGAL ADVICE AND SUPPORT TO MEMBERS. TASB ATTORNEYS ARE KNOWLEDGEABLE ABOUT PUBLIC SCHOOL ISSUES AND PROVIDE COUNSEL TO SCHOOL BOARD TRUSTEES AND THEIR ADMINISTRATORS AND ATTORNEYS DAILY. THROUGH TASB MEMBERSHIP, OTHER SERVICES AND PROGRAMS ARE AVAILABLE TO MEMBERS ON A FEE-FOR-SERVICE BASIS. TASB SERVICES WERE MADE AVAILABLE TO 1,045 ACTIVE, 204 ASSOCIATE, AND 56 AFFILIATE MEMBERS DURING THE 2018-19 FISCAL YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,953,420 | ExpenseAmt |
| Revenue | $10,104,981 | RevenueAmt |
| Desc | COOPERATIVE PURCHASING - THROUGH A SERVICE AGREEMENT WITH THE LOCAL GOVERNMENT PURCHASING COOPERATIVE (PURCHASING COOPERATIVE), TASB PROVIDES ADMINISTRATIVE SERVICES RELATING TO COMPETITIVE PROCUREMENT FOR GOVERNMENTAL ENTITIES, SUCH AS SCHOOL DISTRICTS, COUNTIES, MUNICIPALITIES, AND SPECIAL DISTRICTS. THE PURCHASING COOPERATIVE SERVED OVER 1,700 GOVERNMENTAL ENTITIES THAT PURCHASED OVER $1.22 BILLION IN GOODS AND SERVICES DURING THE 2018-19 FISCAL YEAR. THROUGH A SERVICE AND LICENSE AGREEMENT AND A SALES AGREEMENT, TASB ALSO PROVIDES PROCUREMENT-RELATED ADMINISTRATIVE SERVICES AND SALES/MARKETING SUPPORT, RESPECTIVELY, TO THE NATIONAL PURCHASING COOPERATIVE (NATIONAL COOPERATIVE). TASB HAS ALSO MADE ONLINE COOPERATIVE PURCHASING AVAILABLE TO NON-PROFIT ORGANIZATIONS. REVENUE GENERATED FROM THESE NON-PROFITS HAS BEEN REPORTED AS UNRELATED BUSINESS INCOME ON THIS FORM 990, AND THE FORM 990-T HAS BEEN FILED AS REQUIRED. THESE THREE PURCHASING INSTRUMENTALITIES OPERATE AS, AND ARE KNOWN AS, BUYBOARD, A TASB-TRADEMARKED NAME. 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 SATISFY COMPETITIVE PROCUREMENT REQUIREMENTS FOR SCHOOL DISTRICTS AND OTHER GOVERNMENTAL ENTITIES AND ALLOWS THEM TO OBTAIN A COMPETITIVE RATE. THERE WERE 190 ENTITIES PARTICIPATING IN THE ELECTRICITY PROGRAM DURING FISCAL YEAR 2018-19, WITH 1.29 BILLION KILOWATT-HOURS OF ELECTRICITY PURCHASED. THE ENERGY COOPERATIVE ALSO OFFERS A TRANSPORTATION FUEL PROGRAM THAT PROVIDES FIXED-RATE PRICING FOR FUEL COMMODITIES, INCLUDING GASOLINE AND DIESEL, OVER PRE-SET PERIODS OF TIME, OR TERMS. THERE WERE 51 ENTITIES PARTICIPATING IN THE FUEL PROGRAM DURING FISCAL YEAR 2018-19, WITH OVER 9.36 MILLION GALLONS OF TRANSPORTATION FUEL DELIVERED. THE PURCHASING COOPERATIVE, NATIONAL COOPERATIVE, AND ENERGY COOPERATIVE ASSIST THEIR RESPECTIVE 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,200,805 | ExpenseAmt |
| Grant | $2,774 | GrantAmt |
| Revenue | $23,430,631 | RevenueAmt |
| Desc | I. LEADERSHIP TEAM SERVICES IS COMMITTED TO ENHANCING THE EFFECTIVENESS OF TEXAS PUBLIC SCHOOL 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 (INCLUDING SUBSIDIZED TRAINING FOR 10 PARTICIPANTS), TASB ISD AND THE ONLINE LEARNING CENTER. MAJOR CONFERENCES HELD INCLUDE THE ANNUAL CONVENTION, HOSTED JOINTLY WITH ANOTHER NON-PROFIT ASSOCIATION, AND SUMMER LEADERSHIP INSTITUTE. THESE SERVICES, PRODUCTS, AND TRAINING OPPORTUNITIES SUPPORT PUBLIC SCHOOLS AND RELATED ENTITIES, AND LESSEN THE BURDENS OF GOVERNMENT. DURING FISCAL YEAR 2018-19, LEADERSHIP TEAM SERVICES PERFORMED 119 CONSULTING ENGAGEMENTS, SOLD OVER 1,100 PUBLICATIONS, HAD ALMOST 3,000 ONLINE TRAINING COURSES VIEWED, AND PROVIDED TRAINING TO OVER 6,800 CONFERENCE ATTENDEES.II. FIRST PUBLIC, LLC (FIRST PUBLIC) - DIRECTLY AND THROUGH A SERVICE AGREEMENT WITH LONE STAR INVESTMENT POOL, FIRST PUBLIC PROVIDES INVESTMENT 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. THESE SERVICES HELP GOVERNMENTAL ENTITIES REDUCE THE TIME AND EXPENSE OF MANAGING THEIR INVESTMENTS, AND PROVIDE FOR INVESTMENT DIVERSIFICATION. THESE SERVICES ENABLE GOVERNMENTAL ENTITIES TO OPERATE MORE EFFICIENTLY AND EFFECTIVELY, THEREBY LESSENING THE BURDENS OF GOVERNMENT. DURING THE 2018-19 FISCAL YEAR, THERE WERE 651 PARTICIPATING LOCAL GOVERNMENTS IN THE LONE STAR INVESTMENT POOL. (SEE PART IV LINE 33 STATEMENT IN SCHEDULE O.) THROUGH A SERVICE AGREEMENT, FIRST PUBLIC ALSO PROVIDES OVERALL MANAGEMENT AND PROGRAM ADMINISTRATION TO THE TASB BENEFITS COOPERATIVE (BENEFITS COOPERATIVE). THE BENEFITS COOPERATIVE WAS CREATED IN AN EFFORT TO ASSIST TEXAS SCHOOL DISTRICTS WITH ATTRACTING AND RETAINING GOOD EMPLOYEES BY PROVIDING VALUABLE COVERAGE AND OFFERING PERSONAL INSURANCE LINES TO EMPLOYEES, THEREBY LESSENING THE BURDENS OF GOV'T. FIRST PUBLIC'S PROGRAM ADMINISTRATION ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO, PROCUREMENT ASSISTANCE IN THE SELECTION OF PROVIDERS, AND MARKETING, PARTICIPANT ENROLLMENT, AND IMPLEMENTATION OF BENEFITS COOPERATIVE INITIATIVES. THERE WERE 34 PARTICIPATING TEXAS SCHOOL DISTRICTS IN THE BENEFITS COOPERATIVE DURING FISCAL YEAR 2018-19.III. FACILITY SERVICES PROVIDES ITS PARTICIPANTS WITH ASSISTANCE ON ENVIRONMENTAL REGULATORY COMPLIANCE ISSUES, ACCESS TO PROFESSIONAL TRAINING, AND ACCESS TO FEE-BASED SERVICES SUCH AS ASBESTOS SAMPLING, INTEGRATED PEST MANAGEMENT, INDOOR AIR QUALITY, ASBESTOS MANAGEMENT PLANNING, MAINTENANCE AND OPERATIONS STAFFING ANALYSIS, BOND ELECTION ASSISTANCE, AND FACILITY ASSESSMENTS. THROUGH THE CONSTRUCTION PROGRAM MANAGEMENT SERVICE, FACILITY SERVICES, IN CONJUNCTION WITH AN OUTSIDE PROVIDER, OFFERED COMPREHENSIVE ASSISTANCE THROUGH ALL PHASES OF A CONSTRUCTION PROJECT. ADDITIONALLY, PRIOR TO APRIL 2019, FACILITY SERVICES OFFERRED AN EFFICIENT BUILDINGS PROGRAM THAT SERVED PARTICIPANTS THROUGH ENERGY UPGRADES, ENERGY MANAGEMENT SOLUTIONS, AND FACILITY IMPROVEMENTS THAT INCREASED OPERATIONAL EFFICIENCY. THE PROGRAM WAS PROVIDED IN CONJUNCTION WITH AN OUTSIDE PROVIDER. AS OF APRIL 2019, NEW EFFICIENT BUILDINGS PROJECTS ARE NOW PROVIDED SOLELY TO PARTICIPANTS BY THE OUTSIDE PROVIDER, WHILE MAINTAINING A SEPARATE SERVICES AGREEMENT WITH TASB. THESE SERVICES AND PROGRAMS ALLOW GOVERNMENTAL ENTITIES TO OPERATE MORE EFFICIENTLY AND EFFECTIVELY, THEREBY LESSENING THE BURDENS OF GOVERNMENT. EFFICLIENT BUILDINGS PROGRAM REVENUE EARNED UNDER THE APRIL 2019 AGREEMENT, AS WELL AS REVENUE EARNED BY MAKING FACILITIY SERVICES SUBSCRIPTION SERVICES AVAILABLE TO OTHER NONPROFIT ORGANIZATIONS, HAS BEEN REPORTED AS UNRELATED BUSINESS INCOME ON THIS FORM 990 AND THE FORM 990-T HAS BEEN FILED AS REQUIRED. DURING THE 2018-19 FISCAL YEAR, FACILITY SERVICES HAD 637 PARTICIPANTS AND PERFORMED 505 CONSULTING ENGAGEMENTS.IV. HR SERVICES PARTICIPANTS HAVE ACCESS TO PUBLICATIONS, TRAINING, AND EXPERT CONSULTING SERVICES IN THE AREA OF HUMAN RESOURCE MANAGEMENT. SERVICES INCLUDE SALARY SURVEY REPORTS, IN-DISTRICT TRAINING, MODEL JOB DESCRIPTIONS, MODEL EMPLOYEE HANDBOOKS, AND A HUMAN RESOURCES LIBRARY. THESE SERVICES AND PRODUCTS SUPPORT PUBLIC SCHOOLS AND RELATED ENTITIES, AND LESSEN THE BURDENS OF GOVERNMENT. HR SERVICES HAS ALSO MADE SUBSCRIPTION SERVICES AVAILABLE TO OTHER NON-PROFIT ORGANIZATIONS. REVENUE GENERATED FROM THESE ORGANIZATIONS HAS BEEN REPORTED AS UNRELATED BUSINESS INCOME ON THIS FORM 990, AND THE FORM 990-T HAS BEEN FILED AS REQUIRED. DURING THE 2018-19 FISCAL YEAR, HR SERVICES HAD 1,028 PARTICIPANTS, PERFORMED 164 CONSULTING ENGAGEMENTS, AND SOLD OVER 500 PUBLICATIONS.V. 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 LEGAL REFERENCE POLICIES AND UPDATES, LOCALIZED POLICY MANUALS, POLICY REVIEW SESSIONS, AND ACCESS TO AN INTERNET-BASED TOOL FOR HOSTING DISTRICT POLICIES. THESE SERVICES SUPPORT PUBLIC SCHOOLS AND RELATED ENTITIES, AND LESSEN THE BURDENS OF GOVERNMENT. THERE WERE 1,049 SUBSCRIBERS TO POLICY SERVICE AND 70 CONSULTING JOBS CONDUCTED DURING FISCAL YEAR 2018-19.VI. TASB'S SPECIAL EDUCATION SOLUTIONS 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, UTILIZING SMART (SITE-BASED MEDICAID ADMINISTRATION, REIMBURSEMENT AND TRACKING) TECHNOLOGY. ELECTRONIC FILING IS COST EFFECTIVE AND IS AN EFFICIENT WAY TO MAXIMIZE DISTRICT REIMBURSEMENTS WHILE MAINTAINING CONTROL OVER MEDICAID CLAIMS. DURING FISCAL YEAR 2018-19, THERE WERE 63 DISTRICT PARTICIPANTS THAT SUBMITTED APPROXIMATELY $138 MILLION IN MEDICAID CLAIMS.VII. LEGAL SERVICES- IN ADDITION TO SUPPORTING MEMBERSHIP ACTIVITIES, LEGAL SERVICES OFFERS IN-SERVICE TRAINING, SEMINARS, AND PUBLICATIONS ON LEGAL TOPICS FOR EDUCATIONAL AND INFORMATIONAL PURPOSES. TRAINING ATTENDANCE TOTALED MORE THAN 600 DURING FISCAL YEAR 2018-19. IN ADDITION, LEGAL SERVICES RESPONDED TO OVER 4,200 LEGAL INQUIRIES FROM MEMBERS DURING THE FISCAL YEAR. UNDER A SERVICE AGREEMENT WITH THE TASB LEGAL ASSISTANCE FUND (LAF), A 501 (C)(4) TAX-EXEMPT ENTITY, TASB PROVIDES ADMINISTRATIVE SERVICES TO LAF, PRIMARILY THROUGH THE LEGAL SERVICES DIVISION. LAF'S MISSION IS TO ASSIST PARTICIPATING TEXAS SCHOOL DISTRICTS BY ADVOCATING ON ISSUES OR CAUSES THAT GENERALLY AFFECT, OR WILL AFFECT, THE PUBLIC SCHOOLS OF THE STATE OF TEXAS. AS OF AUGUST 31, 2019, LAF HAD 750 MEMBERS. THESE SERVICES SUPPORT PUBLIC SCHOOLS AND RELATED ENTITIES, AND LESSEN THE BURDENS OF GOVERNMENT.VIII. BOARDBOOK IS A WEB-BASED SOFTWARE APPLICATION THAT HELPS SCHOOL DISTRICTS AND OTHER SUBSCRIBERS 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 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, THEREBY LESSENING THE BURDENS OF GOVERNMENT. THERE WERE 775 TEXAS AND 710 OUT-OF-STATE GOVERNMENTAL ENTITIES SUBSCRIBING TO BOARDBOOK DURING FISCAL YEAR 2018-19. TASB HAS ALSO MADE BOARDBOOK AVAILABLE TO NON-PROFIT AND OTHER PRIVATE ORGANIZATIONS INSIDE AND OUTSIDE OF THE STATE OF TEXAS. REVENUE GENERATED FROM THESE ORGANIZATIONS HAS BEEN REPORTED AS UNRELATED BUSINESS INCOME ON THIS FORM 990, AND THE FORM 990-T HAS BEEN FILED AS REQUIRED.IX. EXECUTIVE SEARCH SERVICES (ESS) IS A CONSULTING SERVICE DEDICATED TO HELPING DISTRICTS FIND A CHIEF EXECUTIVE OFFICER OR OTHER KEY ADMINISTRATOR. SEARCHES INCLUDE ASSISTANCE AT EACH STAGE OF THE PROCESS, FROM ASSESSMENT AND PLANNING TO OFFERING SCREENING ASSISTANCE FOR DECISION MAKERS. BY UTILIZING ESS SERVICES, DISTRICTS ARE ABLE TO OPERATE MORE EFFICIENTLY AND EFFECTIVELY, THEREBY LESSENING THE BURDENS OF GOVERNMENT. ESS CONDUCTED 31 SEARCHES DURING FISCAL YEAR 2018-19. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $20,200,805 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,774 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $23,430,631 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $58,266,542 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 105 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 569 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES B CROW EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5124670222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12007 RESEARCH BLVD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787592439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (64 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMES DE GARAVILLA | ||||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LEE LENTZ-EDWARDS | ||||||||
| PRESIDENT ELECT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JIM RICE | ||||||||
| FIRST VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TED BEARD III | ||||||||
| SECOND VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHARLES CUNNINGHAM | ||||||||
| SECRETARY TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TERESA FLORES | ||||||||
| IMMEDIATE PAST PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MOISES ALFARO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAY ALLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSE AVALOS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE BROWN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN CARBO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB COVEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| YOLANDA CUELLAR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS DARDEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON DOHNALIK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LANNY EVANS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN FREEMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CORINNE FRENCH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEMETRIO GARCIA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE GILLESPIE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA GOOCH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY JANE HETRICK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOWIE HOGG | ||||||||
| DIRECTOR (THROUGH SEPT 2018) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TONY HOPKINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDY HUGHEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL LACY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAYME MATHIAS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND MEZA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN MICCICHE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTENE MOSS | ||||||||
| DIRECTOR (THROUGH MAY 2019) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VERNAGENE MOTT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA O'CANA OLIVAREZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLAS PHILLIPS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CINDY PURDY | ||||||||
| DIRECTOR VOTING EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACINTO RAMOS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGAN REITMEIER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOBBY RIGUES | ||||||||
| DIRECTOR (THROUGH MAY 2019) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARMANDO RODRIGUEZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROLINDA SCHMIDT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE SCOTT | ||||||||
| DIRECTOR (THROUGH MAY 2019) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RHONDA SKILLERN JONES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN CALAHAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CINDY SPANEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILL STREIT | ||||||||
| DIRECTOR (THROUGH NOVEMBER 2018) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MILDRED WATKINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG WELCH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT WESTBROOK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES STAFFORD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES CROW | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $1,106,436 | $0 | $110,345 | |||
| STEVEN MC ARTHUR | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $246,907 | $0 | $51,021 | |||
| DUBRAVKA ROMANO | ||||||||
| ASSOC EXECUTIVE DIRECTOR | 40.00 | $486,936 | $0 | $73,193 | Yes (X) | |||
| WILLIAM MASTRODICASA | ||||||||
| FIRST PUBLIC MANAGING DIRECTOR | 40.00 | $264,424 | $0 | $78,180 | Yes (X) | |||
| SEDORA JEFFERSON | ||||||||
| ASSOC EXECUTIVE DIRECTOR | 40.00 | $263,105 | $0 | $30,911 | Yes (X) | |||
| KATHRYN WETZEL | ||||||||
| ASSOC EXECUTIVE DIRECTOR | 40.00 | $224,531 | $0 | $55,059 | Yes (X) | |||
| GROVER CAMPBELL | ||||||||
| ASSOC EXECUTIVE DIRECTOR | 40.00 | $253,193 | $0 | $23,677 | Yes (X) | |||
| NANCY COTTON | ||||||||
| ASSOC EXECUTIVE DIRECTOR | 40.00 | $241,089 | $0 | $34,658 | Yes (X) | |||
| PAUL SZANISZLO | ||||||||
| ASSOC EXECUTIVE DIRECTOR | 40.00 | $220,716 | $0 | $53,344 | Yes (X) | |||
| ROBERT DURON | ||||||||
| ASSOC EXECUTIVE DIRECTOR | 40.00 | $210,605 | $0 | $42,182 | Yes (X) | |||
| KAREN STRONG | ||||||||
| ASSOC EXECUTIVE DIRECTOR | 40.00 | $189,296 | $0 | $28,183 | Yes (X) | |||
| ROBERT PINA | ||||||||
| CLAIMS MANAGER | 40.00 | $237,962 | $0 | $28,990 | Yes (X) | |||
| MARY BARRETT | ||||||||
| STRATEGY & RISK OFFICER | 40.00 | $171,561 | $0 | $61,823 | Yes (X) | |||
| TRENT TOON | ||||||||
| FIRST PUBLIC SALES DIRECTOR | 40.00 | $187,303 | $0 | $37,933 | Yes (X) | |||
| JOY BASKIN | ||||||||
| DIRECTOR - LEGAL SERVICES | 40.00 | $168,119 | $0 | $54,373 | Yes (X) | |||
| HIAWATHA FRANKS | ||||||||
| DIRECTOR - WC CLAIMS ADMIN | 40.00 | $174,727 | $0 | $42,353 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,646,910 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $806,225 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 92 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ORIGAMI RISK LLC | |||||
| PO BOX 74751 | CHICAGO | IL | 606944751 | PROGRAMMER/ CONSULTANTS | $1,095,387 |
| PLANSOURCE | |||||
| 101 S GARLAND AVENUE SUITE 203 | ORLANDO | FL | 32801 | TPA FEES | $843,241 |
| CATAPULT SYSTEMS CORP | |||||
| 1221 SOUTH MOPAC EXPRESSWAY STE 350 | AUSTIN | TX | 78746 | SOFTWARE DEVELOPMENT | $217,575 |
| TRANSWESTERN COMM SVCS | |||||
| 1120 S CAPITAL OF TX HWY BLDG 2 STE | AUSTIN | TX | 78746 | PROPERTY MANAGEMENT FEES | $167,851 |
| TEXAS BUILDING SERVICES | |||||
| 2407 WEST HOWARD LANE SUITE B | AUSTIN | TX | 78728 | BUILDINGS AND GROUNDSKEEPING SERVICES | $138,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $2,481 | FundraisingAmt |
| All Other Contributions | $338,247 | AllOtherContributionsAmt |
| Total Contributions | $340,728 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TASB RISK MGMT FUND | 524292 | $28,572,558 | $28,572,558 | |
| COOPERATIVE PURCHASING | 561000 | $10,244,949 | $10,104,981 | $139,968 |
| FIRST PUBLIC | 523000 | $6,030,967 | $6,030,967 | |
| POLICY SERVICE | 900099 | $4,308,531 | $4,308,531 | |
| TASB MEMBERSHIP | 900099 | $4,165,140 | $4,165,140 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,051,411 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,091,133 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,293,701 | UnrelatedBusinessRevenueAmt |
| Exclusion | $666,577 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $68,373,556 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,642,742 | TotalRevenueColumnAmt |
| Exclusion | $1,642,742 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,335,564 | TotalRevenueColumnAmt |
| Exclusion | $3,335,564 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $403,150 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $272,939 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $130,211 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,211 | TotalRevenueColumnAmt |
| Exclusion | $130,211 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,300,180 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,052,775 | SecuritiesAmt |
| Other | $123,832 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,247,405 | SecuritiesAmt |
| Other | -$123,832 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,123,573 | TotalRevenueColumnAmt |
| Exclusion | $1,123,573 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,481 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $4,906 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,906 | TotalRevenueColumnAmt |
| Exclusion | -$4,906 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,222 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,485 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,737 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,737 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CHILD CARE SERVICES | 624410 | $510,781 | $510,781 | |
| ADVERTISING | 541800 | $48,998 | $48,998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $559,779 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,502,984 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,273,310 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,484,404 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,404,542 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,774 | TotalAmt |
| Program Services | $2,774 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,394,471 | TotalAmt |
| Program Services | $907,053 | ProgramServicesAmt |
| Management And General | $2,487,418 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,641,983 | TotalAmt |
| Program Services | $31,080,102 | ProgramServicesAmt |
| Management And General | $4,551,025 | ManagementAndGeneralAmt |
| Fundraising | $10,856 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,884,117 | TotalAmt |
| Program Services | $2,515,137 | ProgramServicesAmt |
| Management And General | $368,289 | ManagementAndGeneralAmt |
| Fundraising | $691 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,837,266 | TotalAmt |
| Program Services | $5,090,254 | ProgramServicesAmt |
| Management And General | $745,360 | ManagementAndGeneralAmt |
| Fundraising | $1,652 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,826,763 | TotalAmt |
| Program Services | $2,465,044 | ProgramServicesAmt |
| Management And General | $360,954 | ManagementAndGeneralAmt |
| Fundraising | $765 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,210 | TotalAmt |
| Management And General | $214,210 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,698 | TotalAmt |
| Management And General | $101,698 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,691 | TotalAmt |
| Program Services | $222,691 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,000 | TotalAmt |
| Management And General | $8,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,408,908 | TotalAmt |
| Program Services | $1,329,337 | ProgramServicesAmt |
| Management And General | $79,571 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,651 | TotalAmt |
| Program Services | $523,573 | ProgramServicesAmt |
| Management And General | $139,078 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,820 | TotalAmt |
| Program Services | $686,800 | ProgramServicesAmt |
| Management And General | $100,020 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,545,791 | TotalAmt |
| Program Services | $2,985,485 | ProgramServicesAmt |
| Management And General | $560,306 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,599 | TotalAmt |
| Program Services | $322,599 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,184,775 | TotalAmt |
| Program Services | $1,905,722 | ProgramServicesAmt |
| Management And General | $279,053 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,119,103 | TotalAmt |
| Program Services | $1,690,584 | ProgramServicesAmt |
| Management And General | $428,519 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,946 | TotalAmt |
| Program Services | $3,946 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,833,912 | TotalAmt |
| Program Services | $2,273,950 | ProgramServicesAmt |
| Management And General | $559,962 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,005 | TotalAmt |
| Management And General | $3,005 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,411,867 | TotalAmt |
| Program Services | $2,103,809 | ProgramServicesAmt |
| Management And General | $308,058 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,464 | TotalAmt |
| Management And General | $324,464 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INCOME TAXES | $231,501 | $231,501 | |
| MAINTENANCE & REPAIRS | $775,122 | $676,119 | $99,003 |
| TEMPORARY ASSISTANCE | $346,958 | $302,642 | $44,316 |
| PUBLICATIONS/SUBSCRIPTI | $223,357 | $200,407 | $22,950 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $844,716 | TotalAmt |
| Program Services | $747,013 | ProgramServicesAmt |
| Management And General | $97,703 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,163,468 | TotalAmt |
| Program Services | $58,266,542 | ProgramServicesAmt |
| Management And General | $11,882,962 | ManagementAndGeneralAmt |
| Fundraising | $13,964 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650 | BOYAmt |
| EOY | $650 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,069,341 | BOYAmt |
| EOY | $6,972,166 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,376,201 | BOYAmt |
| EOY | $4,150,965 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,153 | BOYAmt |
| EOY | $63,831 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,953,993 | BOYAmt |
| EOY | $3,303,735 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,172,772 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,242,825 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,224,341 | BOYAmt |
| EOY | $19,929,947 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,418,932 | BOYAmt |
| EOY | $40,183,514 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,095,611 | BOYAmt |
| EOY | $74,604,808 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,536,315 | BOYAmt |
| EOY | $7,850,975 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,901,664 | BOYAmt |
| EOY | $3,533,654 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,365,271 | BOYAmt |
| EOY | $7,505,446 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,803,250 | BOYAmt |
| EOY | $18,890,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,292,361 | BOYAmt |
| EOY | $55,714,733 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,292,361 | BOYAmt |
| EOY | $55,714,733 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,095,611 | BOYAmt |
| EOY | $74,604,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,339,516 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$917,144 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $211,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $173,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $165,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $253,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $340,728 | CurrentTaxYearAmt |
| Total | $1,145,392 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,298,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,852,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,459,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,893,214 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,273,310 | CurrentTaxYearAmt |
| Total | $306,776,882 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,408,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,206,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,102,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,237,928 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,177,358 | CurrentTaxYearAmt |
| Total | $6,132,580 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,918,378 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,232,267 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,727,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,385,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,791,396 | CurrentTaxYearAmt |
| Total | $314,054,854 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $590 | CurrentTaxYearAmt |
| Total | $590 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,243,998 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,993,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,757,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,551,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,940,621 | CurrentTaxYearAmt |
| Total | $58,488,143 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,243,998 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,993,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,757,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,551,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,941,211 | CurrentTaxYearAmt |
| Total | $58,488,733 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $255,566,121 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,216,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,429,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,365,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,719,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,381,456 | CurrentTaxYearAmt |
| Total | $23,113,599 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $293,418 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $364,885 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $199,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $384,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $414,029 | CurrentTaxYearAmt |
| Total | $1,656,244 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,510,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,794,726 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,565,277 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,104,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,795,485 | CurrentTaxYearAmt |
| Total | $24,769,843 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $858 | CurrentTaxYearMinus4YearsAmt |
| Total | $858 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,429,518 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,026,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,292,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,489,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,586,881 | CurrentTaxYearAmt |
| Total | $338,825,555 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.75430 | PublicSupportCY509Pct |
| Public Support PY509 | 0.76030 | PublicSupportPY509Pct |
| Investment Income CY | 0.07310 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07420 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER MISC - 2014 AMOUNT: $ 858. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $202,507 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $4,879 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $450,207 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $183,657 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $841,250 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| 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 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,045,650 | OtherCostOrOtherBasisAmt |
| Book Value | $2,045,650 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,861,267 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,245,608 | DepreciationAmt |
| Book Value | $13,615,659 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,693,647 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,915,061 | DepreciationAmt |
| Book Value | $778,586 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,572,208 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,082,156 | DepreciationAmt |
| Book Value | $3,490,052 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,929,947 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BASED UPON A DETERMINATION LETTER OBTAINED FROM THE INTERNAL REVENUE SERVICE (IRS), TASB CLAIMS EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TASB CONTINUES TO OPERATE IN ACCORDANCE WITH ITS ORIGINAL EXEMPT PURPOSE. AS TASB CONSIDERS NEW PROGRAMS AND SERVICES, EACH OPPORTUNITY IS EVALUATED TO ASSURE IT IS IN KEEPING WITH THAT ORIGINAL EXEMPT PURPOSE. ANNUALLY, TASB FILES A FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND A FORM 990-T - EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN, IN THE UNITED STATES FEDERAL JURISDICTION. FIRST PUBLIC IS INCLUDED IN THE CONSOLIDATED FEDERAL INCOME TAX RETURN FILED BY TASB. NEW PROGRAMS CREATED AND ACTIVITIES CONDUCTED ARE DISCLOSED TO THE IRS ON THE FORM 990. IN ADDITION, UNRELATED BUSINESS INCOME DERIVED FROM TASB ACTIVITIES IS REPORTED TO THE IRS ON THE FORM 990-T, AS REQUIRED. TASB SERVICES PROVIDED THAT GENERATED UNRELATED BUSINESS INCOME DURING THE YEARS ENDED AUGUST 31, 2019 AND 2018, INCLUDE, BUT ARE NOT LIMITED TO, COOPERATIVE PURCHASING TO PRIVATE NONPROFIT ENTITIES; ONLINE DISTRIBUTION AND MANAGEMENT OF MEETING MATERIALS TO NON-GOVERNMENTAL SUBSCRIBERS; AND OTHER ANNUAL SERVICE SUBSCRIPTIONS FROM NON-GOVERNMENTAL ENTITIES. TASB RECORDED $231,501 AND $34,031 IN INCOME TAX EXPENSE ON NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED AUGUST 31, 2019 AND 2018, RESPECTIVELY, WHICH IS INCLUDED WITH OTHER OPERATING EXPENSES IN THE STATEMENTS OF ACTIVITIES. TASB FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, ACCOUNTING FOR INCOME TAX UNCERTAINTY. ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DE-RECOGNITION, INTEREST, PENALTIES, AND DISCLOSURES REQUIRED. TASB DOES NOT HAVE ANY ENTITY-LEVEL UNCERTAIN TAX POSITIONS IN CONNECTION WITH THESE FINANCIAL STATEMENTS. SCHEDULE D, PART X, LINE 2 FOOTNOTE: WHILE TASB RECORDED INCOME TAX EXPENSE OF $231,501 FOR THE 2018-19 FISCAL YEAR, ESTIMATED TAX PAYMENTS MADE TO THE IRS RELATED TO 2018-19 NET INCOME FROM UNRELATED BUSINESS ACTIVITIES TOTALED $172,648. ACTUAL INCOME TAX REPORTED ON THE 2018 990-T TOTALED $109,793. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES CROW | ||||||||||||||
| EXECUTIVE DIRECTOR | $342,262 | $0 | $34,983 | $0 | $729,191 | $0 | $85,938 | $0 | $24,407 | $0 | $1,216,781 | $0 | $390,000 | $0 |
| STEVEN MC ARTHUR | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $191,135 | $0 | $12,661 | $0 | $43,111 | $0 | $18,584 | $0 | $32,437 | $0 | $297,928 | $0 | $0 | $0 |
| DUBRAVKA ROMANO | ||||||||||||||
| ASSOC EXECUTIVE DIRECTOR | $277,488 | $0 | $15,661 | $0 | $193,787 | $0 | $52,474 | $0 | $20,719 | $0 | $560,129 | $0 | $75,000 | $0 |
| WILLIAM MASTRODICASA | ||||||||||||||
| FIRST PUBLIC MANAGING DIRECTOR | $224,235 | $0 | $15,661 | $0 | $24,528 | $0 | $42,017 | $0 | $36,163 | $0 | $342,604 | $0 | $0 | $0 |
| SEDORA JEFFERSON | ||||||||||||||
| ASSOC EXECUTIVE DIRECTOR | $210,829 | $0 | $11,661 | $0 | $40,615 | $0 | $20,650 | $0 | $10,261 | $0 | $294,016 | $0 | $0 | $0 |
| KATHRYN WETZEL | ||||||||||||||
| ASSOC EXECUTIVE DIRECTOR | $194,778 | $0 | $9,653 | $0 | $20,100 | $0 | $21,600 | $0 | $33,459 | $0 | $279,590 | $0 | $0 | $0 |
| GROVER CAMPBELL | ||||||||||||||
| ASSOC EXECUTIVE DIRECTOR | $219,450 | $0 | $10,661 | $0 | $23,082 | $0 | $23,100 | $0 | $577 | $0 | $276,870 | $0 | $0 | $0 |
| NANCY COTTON | ||||||||||||||
| ASSOC EXECUTIVE DIRECTOR | $184,516 | $0 | $17,661 | $0 | $38,912 | $0 | $20,460 | $0 | $14,198 | $0 | $275,747 | $0 | $0 | $0 |
| PAUL SZANISZLO | ||||||||||||||
| ASSOC EXECUTIVE DIRECTOR | $191,386 | $0 | $330 | $0 | $29,000 | $0 | $17,815 | $0 | $35,529 | $0 | $274,060 | $0 | $0 | $0 |
| ROBERT DURON | ||||||||||||||
| ASSOC EXECUTIVE DIRECTOR | $185,220 | $0 | $5,653 | $0 | $19,732 | $0 | $20,100 | $0 | $22,082 | $0 | $252,787 | $0 | $0 | $0 |
| KAREN STRONG | ||||||||||||||
| ASSOC EXECUTIVE DIRECTOR | $155,724 | $0 | $7,653 | $0 | $25,919 | $0 | $17,050 | $0 | $11,133 | $0 | $217,479 | $0 | $0 | $0 |
| ROBERT PINA | ||||||||||||||
| CLAIMS MANAGER | $76,713 | $0 | $4,661 | $0 | $156,588 | $0 | $7,698 | $0 | $21,292 | $0 | $266,952 | $0 | $0 | $0 |
| MARY BARRETT | ||||||||||||||
| STRATEGY & RISK OFFICER | $146,264 | $0 | $13,653 | $0 | $11,644 | $0 | $29,680 | $0 | $32,143 | $0 | $233,384 | $0 | $0 | $0 |
| TRENT TOON | ||||||||||||||
| FIRST PUBLIC SALES DIRECTOR | $160,480 | $0 | $10,653 | $0 | $16,170 | $0 | $17,875 | $0 | $20,058 | $0 | $225,236 | $0 | $0 | $0 |
| JOY BASKIN | ||||||||||||||
| DIRECTOR - LEGAL SERVICES | $145,827 | $0 | $10,653 | $0 | $11,639 | $0 | $29,852 | $0 | $24,521 | $0 | $222,492 | $0 | $0 | $0 |
| HIAWATHA FRANKS | ||||||||||||||
| DIRECTOR - WC CLAIMS ADMIN | $147,854 | $0 | $12,653 | $0 | $14,220 | $0 | $29,686 | $0 | $12,667 | $0 | $217,080 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | 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 GROVER CAMPBELL. REIMBURSEMENT IS TREATED AS TAXABLE INCOME. HEALTH AND SOCIAL CLUB DUES ARE PROVIDED FOR IN THE EXECUTIVE DIRECTOR'S EMPLOYMENT AGREEMENT, WHICH 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. |
| PART I, LINE 4B | SIX EMPLOYEES PARTICIPATE IN THE 457(F) PLAN. IN 2018, THERE WERE CONTRIBUTIONS TO THE PLAN FOR THE FOLLOWING EMPLOYEES: JAMES CROW ($58,438) DUBRAVKA ROMANO ($27,857) WILLIAM MASTRODICASA ($16,667) HIAWATHA FRANKS ($13,333) MARY BARRETT ($13,333) JOY BASKIN ($13,333) |
| PART I, LINE 6 | THE COMPENSATION PLAN FOR THE TASB EXECUTIVE DIRECTOR INCLUDES A BONUS PLAN THAT IN PART, CONSIDERS NET EARNINGS OF THE ORGANIZATION. THE INCENTIVE PLAN, APPROVED BY THE TASB BOARD OF DIRECTORS, CONSISTS OF FIVE DIFFERENT PERFORMANCE METRICS, INCLUDING FISCAL-YEAR NET EARNINGS OF THE ORGANIZATION. EACH OF THE FIVE METRICS IS EVALUATED INDIVIDUALLY, USING CRITERIA ESTABLISHED IN THE INCENTIVE PLAN, AND CONTAINS A WEIGHTING FACTOR. A TARGET AND MAXIMUM BONUS AMOUNT EXISTS FOR EACH PERFORMANCE METRIC. |
| PART I, LINE 7 | TASB'S STAFF BONUSES CONSIST OF EXTRAORDINARY CONTRIBUTION AWARDS (ECAS) AND ORGANIZATIONAL PERFORMANCE AWARDS (OPAS). ECAS, WHICH ARE MERIT BASED, ARE DESIGNED TO MOTIVATE AND RETAIN EMPLOYEES WHO PROVIDE EXEMPLARY PERFORMANCE ON BEHALF OF THE ASSOCIATION. OPAS ARE DESIGNED TO RECOGNIZE ALL STAFF FOR THEIR EFFORTS IN CONTRIBUTING TO A SUCCESSFUL YEAR FOR THE ORGANIZATION. THESE BONUS PROGRAMS, WHICH MAY BE ADMINISTERED ANNUALLY, ARE DISCRETIONARY AND BOARD APPROVED. TASB STAFF BONUS PROGRAMS ARE PROVIDED AT THE DISCRETION OF THE ASSOCIATION. TASB RESERVES THE RIGHT TO ADMINISTER, MODIFY, OR TERMINATE THE BONUS PROGRAMS WITH OR WITHOUT NOTICE TO STAFF. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, BOX L- YEAR OF FORMATION: | TEXAS ASSOCIATION OF SCHOOL BOARDS WAS INITIALLY FORMED AS AN UNINCORPORATED ASSOCIATION IN 1949. IN 1999, TEXAS ASSOCIATION OF SCHOOL BOARDS MERGED WITH ITS RELATED NON-PROFIT CORPORATE ENTITY BECOMING THE TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. (TASB). |
| CONTINUATION OF PART III, LINE 4D: | X. OTHER REVENUE INCLUDES, BUT IS NOT LIMITED TO, REVENUE GENERATED THROUGH LEGISLATIVE UPDATE SEMINARS, ADMINISTRATIVE PROFESSIONALS CONFERENCES, SALES OF VARIOUS TASB PRODUCTS AND PUBLICATIONS, AND COMMUNITY SURVEY SERVICES. THESE SERVICES AND PRODUCTS SUPPORT PUBLIC SCHOOLS AND RELATED ENTITIES, THEREBY LESSENING THE BURDENS OF GOV'T. REVENUE GENERATED FROM THE SALE OF CERTAIN ITEMS AND FOR THE PROVISION OF CERTAIN SERVICES TO OTHER NON-PROFIT ORGANIZATIONS HAS BEEN REPORTED AS UNRELATED BUSINESS ON THIS FORM 990, AND THE FORM 990-T HAS BEEN FILED AS REQUIRED. |
| FORM 990, PART IV, LINE 33: | FIRST PUBLIC, A REGISTERED BROKER-DEALER AND LICENSED INSURANCE AGENCY, 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 2018 IRS FORM 990. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE FIRST PUBLIC GOVERNANCE COMMITTEE IS A COMMITTEE OF THE TASB BOARD, COMPOSED OF THE BOARD OFFICERS AND EXECUTIVE DIRECTOR AS VOTING MEMBERS. THIS COMMITTEE REPRESENTS THE INTERESTS OF THE TASB BOARD AS IT RELATES TO FIRST PUBLIC, AN ENTITY WHOSE SOLE MEMBER IS TASB (AND A DISREGARDED ENTITY FOR FEDERAL TAX PURPOSES). PURSUANT TO TASB BOARD POLICY, THIS COMMITTEE HAS THE AUTHORITY TO TAKE ALL ACTION RELATED TO TASB AS THE SOLE MEMBER OF FIRST PUBLIC, INCLUDING THE HIRING AND FIRING OF FIRST PUBLIC'S MANAGING DIRECTOR. |
| 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 THE ONLY CLASS WITH GOVERNANCE RIGHTS. ACTIVE MEMBERS ARE BOARDS OF INDEPENDENT OR COMMON SCHOOL DISTRICTS, COUNTY BOARDS OF EDUCATION, AND REGIONAL EDUCATION SERVICE CENTERS WITHIN THE STATE OF TEXAS THAT PAY MEMBERSHIP FEES. THE MEMBERSHIP YEAR OF TASB IS JANUARY 1 THROUGH DECEMBER 31. FOR 2019, ACTIVE MEMBER FEES WERE CHARGED AT A MINIMUM OF $800 AND A MAXIMUM OF $11,000, AND WERE DETERMINED BASED ON THE ENTITY'S PRIOR YEAR AUDITED TOTAL OF OPERATING EXPENSES. MEMBERSHIP IN TASB IS VOLUNTARY AND GENERALLY PROVIDES THE FOLLOWING: NONPARTISAN ADVOCACY AT THE STATE AND NATIONAL LEVEL, LEGAL ASSISTANCE FROM KNOWLEDGEABLE ATTORNEYS, INFORMATIONAL RESOURCES, BOARD TRAINING (INCLUDING TRACKING CONTINUING EDUCATION CREDITS), SUBSCRIPTION TO TASB'S MONTHLY PERIODICAL - TEXAS LONE STAR - AND OTHER PUBLICATIONS, AND MEMBER RATES AT CONFERENCES AND WORKSHOPS. MEMBERSHIP PROVIDES OPPORTUNITIES TO SUBSCRIBE TO OTHER TASB PROGRAMS AND SERVICES ON AN ADDITIONAL FEE BASIS. |
| FORM 990, PART VI, SECTION A, 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. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS OR OTHERS: THE TASB BOARD RECOMMENDS BYLAW AMENDMENTS, MISSION STATEMENT AMENDMENTS, BELIEFS, THE ADVOCACY AGENDA (WHICH CONSISTS OF CORNERSTONE PRINCIPLES, PRIORITIES, AND RESOLUTIONS), AND MEMBERSHIP FEES FOR ACTIVE MEMBERS FOR FINAL ADOPTION BY THE MEMBERSHIP THROUGH THE TASB DELEGATE ASSEMBLY. (THE DELEGATE ASSEMBLY IS COMPRISED OF REPRESENTATIVES DESIGNATED BY ACTIVE MEMBERS EACH YEAR AND SERVES AS TASB'S GENERAL GOVERNING BODY.) FORM 990, PART VI, SECTION A, LINE 8A: THE FOLLOWING IS PROVIDED FOR CLARIFICATION. TASB BOARD OFFICERS AND THE EXECUTIVE DIRECTOR (NON-VOTING) MAKE UP THE EXECUTIVE COMMITTEE WITH CERTAIN DESIGNATED AUTHORITY. MEETING ACTIVITIES ARE DOCUMENTED, INCLUDING ACTIONS TAKEN, AT EACH MEETING. THESE INDIVIDUALS 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 ITS MEETING ACTIVITIES, INCLUDING ACTIONS TAKEN, AT EACH COMMITTEE MEETING. OTHER TASB COMMITTEES ALSO DOCUMENT THEIR MEETING ACTIVITIES, ALTHOUGH MOST ACTION ITEMS REQUIRE FINAL BOARD APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE OUTSIDE AUDITING FIRM ENGAGED BY THE TASB BOARD PREPARES THE FORM 990 USING INFORMATION PROVIDED BY TASB'S ACCOUNTING STAFF. THE COMPLETED FORM 990 IS REVIEWED BY TASB'S ACCOUNTING STAFF AND GENERAL COUNSEL. A COPY OF THE RETURN IS POSTED ON AN ELECTRONIC SITE AVAILABLE TO BOARD MEMBERS, WHO 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. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE TASB BOARD AVOIDS CONFLICTS OF INTEREST THAT WILL MATERIALLY AND ADVERSELY AFFECT THE INTERESTS OF TASB THROUGH BOARD POLICY. EACH BOARD MEMBER (INCLUDING THE EXECUTIVE DIRECTOR WHO IS AN EX-OFFICIO, NON-VOTING MEMBER OF THE BOARD) REVIEWS THE BOARD'S CONFLICT OF INTEREST POLICY AND MUST COMPLETE, SIGN, AND RETURN AN ANNUAL DISCLOSURE FORM, IDENTIFYING THE PRESENCE OR ABSENCE OF ANY KNOWN ACTUAL OR POTENTIAL CONFLICTS. IF A DISCLOSURE HAS BEEN MADE, THE BOARD WILL DETERMINE WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS FAIR, REASONABLE, AND IN THE BEST INTEREST OF TASB; AND, IN THE CASE OF A DISCLOSED INTEREST MADE BY THE EXECUTIVE DIRECTOR, THE BOARD'S EXECUTIVE COMMITTEE MAKES SUCH DETERMINATION. A PERSON WHOSE ACTUAL OR POTENTIAL CONFLICT IS UNDER REVIEW MUST STAND IN RECUSAL AND NOT DEBATE OR VOTE ON SUCH DETERMINATION. RECORDS OR MINUTES OF THE BOARD WILL STATE THE NAME OF THE BOARD MEMBER WHOSE INTEREST WAS DISCLOSED; STATE THE NATURE OF THE INTEREST; AND SUMMARIZE THE CONTENT OF THE DISCUSSION AND VOTE TAKEN BY THE DISINTERESTED VOTING MEMBERS. A SIMILAR ANNUAL DISCLOSURE REQUIREMENT IS REQUIRED OF TASB'S KEY EMPLOYEES. KEY EMPLOYEES, AS WELL AS ALL EMPLOYEES, CANNOT HAVE FINANCIAL INTERESTS IN CONTRACTS OR OTHER TRANSACTIONS INVOLVING TASB, WITHOUT THE EXECUTIVE DIRECTOR (OR DESIGNEE) MAKING A DETERMINATION THAT THE TRANSACTION IS FAIR, REASONABLE, AND IN THE BEST INTEREST OF TASB. |
| FORM 990, PART VI, SECTION B, LINE 15 | TASB FOLLOWS BOARD-ADOPTED POLICIES REGARDING COMPENSATION OF THE TASB EXECUTIVE DIRECTOR, KEY EMPLOYEES AND OTHER EXECUTIVES, 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, INCLUDING OTHER EXECUTIVES, 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 THE FIRST PUBLIC GOVERNANCE COMMITTEE WITH 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. |
| FORM 990, PART VI, SECTION C, LINE 19 | TASB'S CHARTER, BYLAWS, CONFLICT OF INTEREST POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| FORM 990, PART VI, SECTION B: | 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. |
| FORM 990, PART VII, SECTION A: | WHILE COLUMN (B) IN SECTION A REFLECTS FULL-TIME TASB EMPLOYEES AS WORKING AN AVERAGE OF 40 HOURS PER WEEK, THESE INDIVIDUALS ARE EXEMPT AND OFTEN WORK IN EXCESS OF 40 HOURS. |
| FORM 990, PART VIII, LINE 2- PROGRAM SERVICE REVENUE: | 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 SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ADMINISTRATIVE SERVICES RENDERED BY TASB TO THE VARIOUS CASH/RISK MANAGEMENT PROGRAMS ARE RELATED TO ITS EXEMPT FUNCTION OF LESSENING THE BURDENS OF GOVERNMENT AND, THEREFORE, ARE RELATED TRADE OR BUSINESS WITHIN THE MEANING OF SECTION 1.513-1(D)(2) OF THE REGULATIONS. ADDITIONALLY, TASB'S RISK MANAGEMENT PROGRAM REVENUE IS DERIVED FROM THE PERFORMANCE OF AN ESSENTIAL GOVERNMENTAL FUNCTION AND IS EXEMPT UNDER SECTION 115 OF THE INTERNAL REVENUE CODE. THE REMAINING ELEMENTS OF TASB'S PROGRAM SERVICE REVENUE ARE RELATED TO TASB'S EXEMPT FUNCTION OF LESSENING THE BURDENS OF GOVERNMENT OR SERVING AN EDUCATIONAL PURPOSE AND, THEREFORE, SUCH REVENUE ALSO CONSTITUTES INCOME FROM A RELATED TRADE OR BUSINESS UNDER SECTION 1.513-1(D)(2) OF THE REGULATIONS. |
| FORM 990, PART VIII, LINE 5- ROYALTIES: | ROYALTIES PRIMARILY CONSIST OF REVENUE RECEIVED THROUGH AFFINITY AND LICENSE AGREEMENTS BETWEEN TASB AND 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, THAT ARE MANAGED BY EITHER TASB OR ITS SUBSIDIARY (FIRST PUBLIC). 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. OTHER ROYALTIES ARE RECEIVED FROM AN INTERNAL AUDIT SERVICE FIRM, A DATA ANALYTICS SOFTWARE DEVELOPMENT FIRM, AND AN ENERGY DESIGN-BUILD CONTRACTOR FIRM FOR THE USE OF TASB'S NAMES AND LOGOS. TASB HAS ALSO GRANTED CERTAIN EDUCATIONAL-RELATED ENTITIES A LICENSE TO USE TASB'S SCHOOL BOARD GOVERNANCE AND LEADERSHIP TRAINING PRODUCTS, FOR WHICH A ROYALTY IS RECEIVED. |
| FORM 990, PART XII, LINE 2- FINANCIAL STATEMENTS AND REPORTING: | THE FOLLOWING IS PROVIDED FOR CLARIFICATION. THE BUDGET & FINANCE COMMITTEE OF THE TASB BOARD ANNUALLY CONSIDERS ENGAGEMENT OF THE ACCOUNTING FIRM THAT WILL CONDUCT THE TASB FINANCIAL STATEMENT AUDIT. THE COMMITTEE'S RECOMMENDATION IS TAKEN TO THE TASB BOARD FOR APPROVAL. THE AUDITED FINANCIAL STATEMENTS ARE PRESENTED TO THE COMMITTEE, 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 UPON RECOMMENDATION OF THE COMMITTEE. 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST PUBLIC LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12007 RESEARCH BLVD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742275519 | EIN |
| Primary Activities | INVESTMENT MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $6,099,176 | TotalIncomeAmt |
| End Of Year Assets | $3,631,381 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |
Comments