NATIONAL BUSINESS OFFICERS ASSOCIATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL BUSINESS OFFICERS ASSOCIATION INC (EIN 52-2086855)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-19
- IRS object ID
- 202031719349301108
- Schema version
- 2018v3.1
- 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 | 2020-06-19T09:22:27-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 500 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522086855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL BUSINESS OFFICERS ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2024077140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 I STREET NW NO 675 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY SHIELDS | PersonNm |
| Person Title | PRESIDENT & CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2024077140 | PhoneNum |
| Signature | 2020-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CHAPMAN | PreparerPersonNm |
| PTIN | P00843460 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2020-05-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-22 | IPDt |
| IP Tm | 10:35:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EC8E3AB080DBEC95795E073DF7D20F3E654B0034 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2764FC56717DE18E70937D3FDD8F44EBAF2371E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY SHIELDS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 I STREET NW NO 675 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,723,182 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NBOA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT ALL ASPECTS OF INDEPENDENT SCHOOL BUSINESS OPERATIONS, EDUCATION & BEST PRACTICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 87 | TotalVolunteersCnt |
| Total Gross UBI | $221,704 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $47,078 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $302,375 | PYContributionsGrantsAmt |
| CY Contributions Grants | $345,475 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,177,335 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,475,939 | CYProgramServiceRevenueAmt |
| PY Investment Income | $140,034 | PYInvestmentIncomeAmt |
| CY Investment Income | $119,657 | CYInvestmentIncomeAmt |
| PY Other Revenue | $95,918 | PYOtherRevenueAmt |
| CY Other Revenue | $110,965 | CYOtherRevenueAmt |
| PY Total Revenue | $5,715,662 | PYTotalRevenueAmt |
| CY Total Revenue | $6,052,036 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,251,084 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,597,306 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $105,972 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,811,278 | PYOtherExpensesAmt |
| CY Other Expenses | $3,142,694 | CYOtherExpensesAmt |
| PY Total Expenses | $5,062,362 | PYTotalExpensesAmt |
| CY Total Expenses | $5,740,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $653,300 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $312,036 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,541,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,180,322 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,846,367 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,051,491 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,695,365 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,128,831 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NATIONAL BUSINESS OFFICERS ASSOCIATION (NBOA) SUPPORTS ALL BUSINESS OPERATIONS OF INDEPENDENT SCHOOLS, INCLUDING FINANCIAL OPERATIONS, FACILITIES MANAGEMENT, HUMAN RESOURCES AND INFORMATION TECHNOLOGY. NBOA DEVELOPS, DELIVERS AND PROMOTES BEST BUSINESS PRACTICES TO ADVANCE INDEPENDENT SCHOOLS AND PROVIDES EXCELLENCE IN EDUCATION SUPPORTED BY WORLD-CLASS BUSINESS OPERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,993,385 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,762,781 | RevenueAmt |
| Desc | CONFERENCES AND MEETINGS: PROVIDES ITS MEMBERS PROFESSIONAL DEVELOPMENT, INFORMATION EXCHANGE AND NETWORKING ACTIVITIES. ATTENDEES LEARN FROM INDUSTRY EXPERTS, DISCOVER CUTTING-EDGE SOLUTIONS AND EXCEPTIONAL BEST PRACTICES. ATTENDEES MAY EARN CPE, SHRM, AND HRCI CREDITS FOR PARTICIPATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,827,702 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,491,454 | RevenueAmt |
| Desc | MEMBER SERVICES: 1,400 ASSISTED MEMBERS STREAMLINE BUSINESS AND STRATEGIC OPERATIONS THROUGH INFORMATION SHARING, EDUCATION, RESEARCH, ENHANCED COMMUNICATIONS, AND A POOLED PURCHASING PROGRAM AND AFFINITY PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $437,874 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $219,454 | RevenueAmt |
| Desc | PUBLICATIONS: NBOA'S PUBLICATIONS (INCLUDING THE PRINT MAGAZINE "NET ASSETS", E-NEWSLETTER "NET ASSETS NOW AND WEB PAGE "NETASSETS.ORG") OFFER PRACTICAL, RELEVANT GUIDANCE TO KEY COMPONENTS OF THE BUSINESS OFFICE AND SOUND, COMPREHENSIVE BUSINESS-OFFICE PRACTICES IN KEY FINANCIAL AND OPERATIONAL AREAS, REGULATORY COMPLIANCE, FINANCIAL REPORTING, TECHNOLOGY AND ENVIRONMENTAL SUSTAINABILITY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $147,391 | $0 | $0 | MEMBERSHIP DEVELOPMENT: PROVIDES MEMBERS WITH AN EXTENSIVE RANGE OF RESOURCES THROUGH ITS WEBSITE, INCLUDING A VIRTUAL LIBRARY WITH MORE THAN 500 TEMPLATES, FORMS AND WHITE PAPERS RELATED TO BUSINESS OFFICE OPERATIONS AND BEST PRACTICES; MEMBER FORUMS; AND ONLINE MEMBER DIRECTORY. |
| $31 | $0 | $2,250 | CONSULTING: NBOA PROVIDES ASSESSMENTS OF BUSINESS OPERATIONS OF SCHOOLS, INCLUDING STRUCTURE, POLICIES AND PROCEDURES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $147,422 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $2,250 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,406,383 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | 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 | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 19 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY SHIELDS | PersonNm |
| Phone | 2024077140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 I STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TRACEY FUDGE | |||||||
| BOARD CHAIR | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHUCK MCCULLAGH | |||||||
| CHAIR-ELECT | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RON WANGLIN | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JERRY WALKER | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DUNCAN BOOTH | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES COOPER | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL DUNCAN | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY GREENE | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KURT GODFRYD | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEX HEIBERGER | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER HOERLE | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN LANSVERK | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN LEWIS | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NISHANT MEHTA | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK MIRISIS | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSE NEUBERT | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA PACCHIONI | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| RUSSELL RABINOWITZ | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA SKINNER | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DEV TALVADKAR | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN MARIE TIDONA | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY SHIELDS | |||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $394,405 | $0 | $77,980 | ||
| DANIEL WOLTMAN | |||||||
| VP, MEMBERSHIP AND MARKETING | 40.00 | $165,515 | $0 | $42,434 | Yes (X) | ||
| ROBIN SMITH | |||||||
| VP, FINANCE AND ADMIN | 40.00 | $153,799 | $0 | $55,970 | Yes (X) | ||
| GRACE LEE | |||||||
| VP, LEGAL AFFAIRS | 40.00 | $153,300 | $0 | $34,331 | Yes (X) | ||
| JENNIFER HILLEN | |||||||
| VP, PROFESSIONAL DEVELOPMENT PROGRAMS | 40.00 | $132,547 | $0 | $35,927 | Yes (X) | ||
| LEAH THAYER | |||||||
| VP, COMMUNICATIONS | 40.00 | $113,109 | $0 | $36,164 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,112,675 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $282,806 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEASURING SUCCESS LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 K STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | RESEARCH DATA PLATFORM DEVELOPMENT | ServicesDesc |
| Compensation | $732,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $345,475 | AllOtherContributionsAmt |
| Total Contributions | $345,475 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 541190 | $3,491,454 | $3,491,454 | |
| CONFERENCE | 541900 | $1,762,781 | $1,762,781 | |
| ADVERTISING | 541800 | $219,454 | $219,454 | |
| CONSULTING | 541190 | $2,250 | $2,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,475,939 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,419 | TotalRevenueColumnAmt |
| Exclusion | $186,419 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,333 | TotalRevenueColumnAmt |
| Exclusion | $89,333 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $591,929 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $658,691 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$66,762 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$66,762 | TotalRevenueColumnAmt |
| Exclusion | -$66,762 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $34,087 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $12,455 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,632 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,632 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,052,036 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,275,867 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $221,704 | UnrelatedBusinessRevenueAmt |
| Exclusion | $208,990 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,437 | TotalAmt |
| Program Services | $386,271 | ProgramServicesAmt |
| Management And General | $22,722 | ManagementAndGeneralAmt |
| Fundraising | $45,444 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,727,988 | TotalAmt |
| Program Services | $1,237,274 | ProgramServicesAmt |
| Management And General | $447,263 | ManagementAndGeneralAmt |
| Fundraising | $43,451 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,289 | TotalAmt |
| Program Services | $125,806 | ProgramServicesAmt |
| Management And General | $26,734 | ManagementAndGeneralAmt |
| Fundraising | $3,749 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,522 | TotalAmt |
| Program Services | $94,060 | ProgramServicesAmt |
| Management And General | $21,555 | ManagementAndGeneralAmt |
| Fundraising | $1,907 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,070 | TotalAmt |
| Program Services | $114,781 | ProgramServicesAmt |
| Management And General | $20,838 | ManagementAndGeneralAmt |
| Fundraising | $5,451 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,364 | TotalAmt |
| Management And General | $21,364 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,243 | TotalAmt |
| Management And General | $11,243 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,625 | TotalAmt |
| Program Services | $9,461 | ProgramServicesAmt |
| Management And General | $2,164 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,031 | TotalAmt |
| Program Services | $86,061 | ProgramServicesAmt |
| Fundraising | $5,970 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,512 | TotalAmt |
| Program Services | $1,935 | ProgramServicesAmt |
| Management And General | $125,577 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,633 | TotalAmt |
| Program Services | $7,798 | ProgramServicesAmt |
| Management And General | $54,835 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,846 | TotalAmt |
| Management And General | $222,846 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,275 | TotalAmt |
| Program Services | $97,275 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,620,890 | TotalAmt |
| Program Services | $1,478,055 | ProgramServicesAmt |
| Management And General | $142,835 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,088 | TotalAmt |
| Management And General | $2,088 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,054 | TotalAmt |
| Management And General | $15,054 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,680 | TotalAmt |
| Management And General | $24,680 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESEARCH | $431,869 | $431,869 | |
| MAGAZINE/E-NEWSLETTER/B | $158,359 | $158,359 | |
| WEBSITE | $137,639 | $137,639 | |
| TAX | $32,838 | $32,838 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,748 | TotalAmt |
| Program Services | $39,739 | ProgramServicesAmt |
| Management And General | $33,009 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,740,000 | TotalAmt |
| Program Services | $4,406,383 | ProgramServicesAmt |
| Management And General | $1,227,645 | ManagementAndGeneralAmt |
| Fundraising | $105,972 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,576 | BOYAmt |
| EOY | $908,031 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,576,296 | BOYAmt |
| EOY | $1,537,314 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,096 | BOYAmt |
| EOY | $135,832 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,507 | BOYAmt |
| EOY | $260,953 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $253,400 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $200,765 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,970 | BOYAmt |
| EOY | $52,635 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,822,870 | BOYAmt |
| EOY | $4,698,441 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,457 | BOYAmt |
| EOY | $567,156 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,960 | BOYAmt |
| EOY | $19,960 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,541,732 | BOYAmt |
| EOY | $8,180,322 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,789 | BOYAmt |
| EOY | $146,448 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,596,949 | BOYAmt |
| EOY | $2,815,665 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,629 | BOYAmt |
| EOY | $89,378 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,846,367 | BOYAmt |
| EOY | $3,051,491 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,695,365 | BOYAmt |
| EOY | $5,128,831 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,695,365 | BOYAmt |
| EOY | $5,128,831 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,541,732 | BOYAmt |
| EOY | $8,180,322 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $312,036 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $121,430 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $282,225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $300,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $340,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $302,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $345,475 | CurrentTaxYearAmt |
| Total | $1,571,100 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $282,225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $300,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $340,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $302,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $345,475 | CurrentTaxYearAmt |
| Total | $1,571,100 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $600,758 | SubstantialContributorsTotAmt |
| Public Support Total170 | $970,342 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $156,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $194,464 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $275,751 | CurrentTaxYearAmt |
| Total | $807,279 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,484 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,898 | CurrentTaxYearAmt |
| Total | $381,546 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,759,925 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $22,694,607 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.35160 | PublicSupportCY170Pct |
| Public Support PY170 | 0.35590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,765 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,435 | DepreciationAmt |
| Book Value | $12,330 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $201,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $185,395 | DepreciationAmt |
| Book Value | $16,044 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,196 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,935 | DepreciationAmt |
| Book Value | $24,261 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $52,635 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE | $8,015 |
| DEFERRED RENT | $81,363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $89,378 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,209,678 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $121,430 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $35,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $12,455 | OtherRevenueAmt |
| Revenue Not Reported | $168,885 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,040,793 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,243 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $11,243 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,052,036 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,776,212 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $35,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $12,455 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $47,455 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,728,757 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,243 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,243 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,740,000 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | NATIONAL BUSINESS OFFICERS ASSOCIATION (NBOA) HAS EVALUATED ITS TAX POSITIONS AS OF JUNE 30, 2019 AND 2018, AND HAS DETERMINED THE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UNDER EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOOD SOLD FROM SALES OF INVENTORY 12,455. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD FROM SALES OF INVENTORY 12,455. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY SHIELDS | ||||||||||||||
| PRESIDENT AND CEO | $379,405 | $0 | $15,000 | $0 | $0 | $0 | $18,500 | $0 | $59,480 | $0 | $472,385 | $0 | $0 | $0 |
| DANIEL WOLTMAN | ||||||||||||||
| VP, MEMBERSHIP AND MARKETING | $165,515 | $0 | $0 | $0 | $0 | $0 | $17,000 | $0 | $25,434 | $0 | $207,949 | $0 | $0 | $0 |
| ROBIN SMITH | ||||||||||||||
| VP, FINANCE AND ADMIN | $149,799 | $0 | $4,000 | $0 | $0 | $0 | $16,440 | $0 | $39,530 | $0 | $209,769 | $0 | $0 | $0 |
| GRACE LEE | ||||||||||||||
| VP, LEGAL AFFAIRS | $149,300 | $0 | $4,000 | $0 | $0 | $0 | $16,000 | $0 | $18,331 | $0 | $187,631 | $0 | $0 | $0 |
| JENNIFER HILLEN | ||||||||||||||
| VP, PROFESSIONAL DEVELOPMENT PROGRAM | $128,547 | $0 | $4,000 | $0 | $0 | $0 | $13,520 | $0 | $22,407 | $0 | $168,474 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST-CLASS OR CHARTER TRAVEL AND TRAVEL FOR COMPANIONS ARE PROVIDED TO THE JEFFREY SHIELDS, THE PRESIDENT AND CEO. FOR THE CALENDAR YEAR, THOSE BENEFITS AMOUNTED TO $5,816 FOR FIRST-CLASS TRAVEL OR CHARTER AND $0 FOR TRAVEL FOR COMPANIONS FOR FISCAL YEAR 2019. |
| PART I, LINE 4B | JEFFREY SHIELDS RECEIVED $18,500 IN THE 457(B) PLAN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE DIRECTORS IN OFFICE, MAY DESIGNATE FROM AMONG ITS MEMBERS AN EXECUTIVE COMMITTEE CONSISTING OF SUCH NUMBER OF DIRECTORS AS MAY BE SPECIFIED IN THE RESOLUTION, WHICH COMMITTEE, TO THE EXTENT PROVIDED IN SUCH RESOLUTION, SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION, EXCEPT THAT SUCH COMMITTEE SHALL HAVE NO AUTHORITY TO AMEND, ALTER, OR REPEAL THE BYLAWS, TO ELECT, APPOINT, OR REMOVE ANY DIRECTOR OR OFFICER OF THE CORPORATION, OR TO APPROVE ANY CHARTER DOCUMENT REQUIRED TO BE FILED WITH THE STATE DEPARTMENT OF ASSESSMENTS AND TAXATION OF MARYLAND. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION HAS FIVE CLASSES OF MEMBERS: 1) US SCHOOLS 2) INTERNATIONAL SCHOOLS 3) ASSOCIATIONS 4) RETIRED BUSINESS OFFICERS 5) BUSINESS PARTNERS |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE AND AUDIT COMMITTEE MEETS TO REVIEW THE RETURN IN DETAIL AND APPROVE ITS SUBMISSION. THE FORM 990 IS THEN PROVIDED ELECTRONICALLY TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD OF DIRECTORS ANNUALLY SIGNS A CONFLICT OF INTEREST STATEMENT. THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWES THE CONFLICT OF INTEREST STATEMENTS AND MONITORS BOARD BUSINESS TO DETERMINE IF THERE ARE POTENTIAL CONFLICTS. THERE HAS BEEN NO INSTANCE WHERE THERE WAS A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | ON BEHALF OF THE BOARD OF DIRECTORS, THE BOARD CHAIR ESTABLISHES THE INITIAL COMPENSATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO). THE BOARD OF DIRECTORS APPROVES THE APPOINTMENT, EMPLOYMENT, AND COMPENSATION OF THE PRESIDENT AND CEO, AND ENTERS INTO A WRITTEN EMPLOYMENT AGREEMENT WITH THE PRESIDENT AND CEO. COMPENSATION IS BASED ON THE COMPENSATION LEVELS OF KEY EXECUTIVES OF SIMILAR ORGANIZATIONS. THE AGREEMENT CURRENTLY IN FORCE WAS MADE IN 2013, AND IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. ANY INCREASE TO THE PRESIDENT AND CEO'S BASE COMPENSATION RESULTS FROM THE ANNUAL EVALUATION BY THE EXECUTIVE COMMITTEE, OF ACHIEVEMENT OF MUTUALLY AGREED GOALS AND OBJECTIVES, AND WILL BE SHARED WITH THE BOARD OF DIRECTORS. REVIEWS ARE CONDUCTED ANNUALLY IN ACCORDANCE WITH PROCEDURES ESTABLISHED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE ADEQUATELY, AND CONCURRENTLY, DOCUMENTS THE BASIS FOR ITS DETERMINATION, AND THE COMPENSATION IT PAYS TO DISQUALIFIED PERSONS IS PRESUMED TO BE AT FAIR MARKET VALUE. THE PROCESS WAS MOST RECENTLY APPLIED IN 2016. COMPENSATION FOR OTHER KEY EMPLOYEES WAS ESTABLISHED BY INDEPENDENT PERSONS USING MARKET ANALYSIS DATA. THIS PROCESS WAS UNDERTAKEN IN 2014 FOR ALL STAFF, AND HAS ALSO BEEN CONDUCTED SINCE THAT TIME FOR ALL NEW POSITIONS AND FOR SUBSTANTIVE, RESTRUCTURED CHANGES IN THE RESPONSIBILITIES FOR SPECIFIC CURRENT STAFF. THE BASIS FOR ANY DETERMINATION IS ADEQUATELY AND CONCURRENTLY DOCUMENTED, AND THE COMPENSATION PAID TO DISQUALIFIED PERSONS IS PRESUMED TO BE AT FAIR MARKET VALUE. THE PROCESS WAS MOST RECENTLY APPLIED IN 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | AT THE ORGANIZATION'S DISCRETION, IT MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
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