2019-08-14T09:55:49-05:00 2019-03-31 560747981 DIXON HUGHES GOODMAN LLP 1410 SPRING HILL ROAD SUITE 500 TYSONS VA 221023056 990 2018-04-01 366124610 ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL ASSO 7034780405 44790 MAYNARD SQUARE NO 200 ASHBURN VA 20147 DAVID LEWIS EXECUTIVE DIRECTOR 7034780405 2019-08-13 1 TAMARA VINEYARD P01775208 7039700400 2019-08-13 108.45.75.210 2019-08-13 15:01:55 ED P 839A658C77C9BD915FB92B1F12127266767FB63C 839A658C77C9BD915FB92B1F12127266767FB63C 2018 2020-03-31 21:24:44Z DAVID LEWIS 44790 MAYNARD SQUARE NO 200 ASHBURN VA 20147 12717755 0 3239 X WWW.ASBOINTL.ORG X 1986 VA SEE SCHEDULE O 9 9 23 11 278939 -750 390437 8167098 3464569 3662103 494409 108480 1335205 780074 5684620 12717755 0 0 0 0 2251726 2313227 0 0 0 2835621 3228286 5087347 5541513 597273 7176242 4490307 12672999 2052624 3031693 2437683 9641306 X ASBO INTERNATIONAL'S MISSION IS TO LEAD THE PROFESSION OF SCHOOL BUSINESS FORWARD. THROUGH OUR PROFESSIONAL GROWTH OPPORTUNITIES, PROGRAMS, AND SERVICES, WE PROMOTE THE HIGHEST STANDARDS OF SCHOOL BUSINESS MANAGEMENT PRACTICES. WE PROVIDE A GLOBAL NETWORK OF SUPPORT. 0 0 527280 284120 PROFESSIONAL DEVELOPMENT: THE GOAL OF THE PROFESSIONAL DEVELOPMENT PROGRAM IS TO FOSTER CONTINUOUS LEARNING THROUGHOUT THE YEAR IN ORDER TO HELP MEMBERS REDUCE COSTS, OPTIMIZE REVENUES, AND EFFECTIVELY DIRECT SCHOOL DISTRICT RESOURCES TO IMPROVE TEACHING AND LEARNING FOR ALL STUDENTS IN K-12 SCHOOLS. THE PROFESSIONAL DEVELOPMENT PROGRAM INCLUDES THE ANNUAL MEETING & EXPO (THE EDUCATIONAL SESSIONS OF WHICH ARE RECORDED AND MADE AVAILABLE TO SCHOOL BUSINESS IN OVER 15,000 DISTRICTS); THE EXECUTIVE LEADERSHIP FORUM, PROVIDING EXECUTIVE-LEVEL LEADERSHIP DEVELOPMENT TO APPROXIMATELY 300 SCHOOL BUSINESS LEADERS ANNUALLY; THE EAGLE INSTITUTE, WHICH OFFERS HISTORY-BASED LEADERSHIP DEVELOPMENT TO APPROXIMATELY 45 SCHOOL BUSINESS LEADERS ANNUALLY; AND THE GLOBAL SCHOOL BUSINESS NETWORK, A PROFESSIONAL NETWORKING PLATFORM THAT CONNECTS NEARLY 10,000 SCHOOL BUSINESS PROFESSIONALS. 806454 530880 ANNUAL MEETINGS: MEETING FOR MEMBERS TO DISCUSS ASSOCIATION ACTIVITIES, PROVIDE FORUM FOR FELLOWSHIP ACTIVITIES AMONGST MEMEBERS, AND PROVIDE AN EDUCATIONAL FORUM THAT INCLUDES WORKSHOPS AND PRESENTATIONS RELATED TO EDUCATION AND EDUCATION MANAGEMENT. 521851 131995 PERIODICALS: MEMBERS RECEIVE COPIES OF SCHOOL BUSINESS AFFAIRS, SCHOOL BUSINESS LEADER, SCHOOL BUSINESS MINUTE AND ACCENTS ONLINE. 1941275 2762412 1941275 2762412 3796860 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 23 1 1 1 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 IL X PATRICK CHENEY 7037087083 44790 MAYNARD SQUARE STE 200 ASHBURN VA 20147 TOM WOHLLEBER PRESIDENT 1.00 X X 0 0 0 CLAIRE HERTZ VICE PRESIDENT 1.00 X X 0 0 0 CHARLES E PETERSON JR PAST PRESIDENT 1.00 X X 0 0 0 ANTHONY DRAGONA PAST PRESIDENT 1.00 X X 0 0 0 MICHAEL JOHNSON DIRECTOR 1.00 X 0 0 0 ANGELA VON ESSEN DIRECTOR 1.00 X 0 0 0 MARVIN DEREEFM JR DIRECTOR 1.00 X 0 0 0 BILL SUTTER DIRECTOR 1.00 X 0 0 0 SUSAN HARKIN DIRECTOR 1.00 X 0 0 0 JOHN HUTCHISON DIRECTOR 1.00 X 0 0 0 ED CHABAL DIRECTOR 1.00 X 0 0 0 JOHN MUSSO EXECUTIVE DIRECTOR 37.50 X 261711 0 46164 SIOBHAN MCMAHON CHIEF OPERATIONS OFFICER 37.50 X 198890 0 29212 SABRINA SOTO CHIEF BUSINESS & LEADER 37.50 X 161786 0 27798 PATRICK CHENEY FINANCE AND ADMIN MANAGER 37.50 X 0 0 0 ROBIN HAYES DIR. OF CONF. AND EXHIBITS 37.50 X 121800 0 15628 744187 0 118802 4 0 1 0 FREEMAN AUDIO VISUAL PO BOX 650519 DALLAS TX 752650519 A/V SUPPORT 185176 GOOD PRINTER INC 213 DRY RIVER RD BRIDGEWATER VA 22812 PRINTING SERVICES 174126 COOLEY 101 CALIFORNIA 5TH FL SAN FRANCISCO CA 941115580 LEGAL SERVICES 167834 FOX ROTHSCHILD LLP 2000 MARKET ST 20TH FL PHILADELPHIA PA 191033222 LEGAL SERVICES 113057 4 8167098 8167098 MEMBERSHIP 900099 898440 898440 STRATEGIC PARTNERSHIPS 900099 789346 789346 CERTIFICATE OF EXCELLENCE 900099 639185 639185 ANNUAL MEETING 900099 488925 488925 EXHIBITS 900099 361363 361363 484844 484844 3662103 108480 108480 453831 453831 24188 0 24188 24188 ADVERTISING 541800 278939 278939 MISCELLANEOUS REVENUE 900099 23116 23116 302055 12717755 3709407 278939 562311 X 654714 455143 199571 1265634 871052 394582 64730 47528 17202 211271 155126 56145 116878 85818 31060 148617 89283 59334 27173 16324 10849 989401 594394 395007 42112 25299 16813 433454 359426 74028 48431 29095 19336 82851 4500 78351 296584 153188 143396 837029 788123 48906 33095 33095 102583 102583 28143 16907 11236 UNRELATED BUSINESS INCO 5191 5191 CONTRIBUTIONS/DUES 77114 67701 9413 FEES/ADMISSIONS 30903 27131 3772 OTHER EXPENSES 17981 3489 14492 27624 7333 20291 5541513 3796860 1744653 0 1524665 3081958 2478482 7395578 377179 72223 39005 137264 2172678 186702 70976 1985976 4490307 12672999 236492 253570 1816132 1712715 0 1065408 2052624 3031693 X 2437683 9641306 2437683 9641306 4490307 12672999 7176242 27381 0 X X 0 1 X 1 0 X 314310 371099 415376 390437 950098 2441320 3431326 3485813 3348130 3394419 3686291 17345979 3745636 3856912 3763506 3784856 4636389 19787299 0 0 0 19787299 655493 733599 883612 1060979 562311 3895994 61793 61793 717286 733599 883612 1060979 562311 3957787 2214 7240 11595 5207 23116 49372 4465136 4597751 4658713 4851042 5221816 23794458 0.83160 0.81670 0.16630 0.17190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 128900 128900 1722284 42762 1679522 36629 2440 34189 284865 141500 143365 1985976 X 5528136 27381 27381 5500755 7217000 7217000 12717755 5541513 0 5541513 0 5541513 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ASSOCIATION HAS DETERMINED THAT THEY DO NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF MARCH 31, 2019. PART XI, LINE 4B - OTHER ADJUSTMENTS: CASH TRANSFER FROM US COMMUNITIES FOUNDATION 7,217,000. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JOHN MUSSO EXECUTIVE DIRECTOR 261711 0 0 0 0 0 19458 0 26706 0 307875 0 0 0 SIOBHAN MCMAHON CHIEF OPERATIONS OFFICER 198890 0 0 0 0 0 11266 0 17946 0 228102 0 0 0 SABRINA SOTO CHIEF BUSINESS & LEADER 161786 0 0 0 0 0 9135 0 18663 0 189584 0 0 0 PART I, LINE 1A THE SPOUSE OF A BOARD MEMBER ACCOMPANIED THE BOARD MEMBER IN HIS TRAVEL TO SEMI-ANNUAL BOARD MEETINGS. THE TRAVEL EXPENSE WAS PAID BY THE ASSOCIATION AND INCLUDED IN FORM 1099 ISSUED TO THE BOARD MEMBER. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION ASBO INTERNATIONAL'S MISSION IS TO LEAD THE PROFESSION OF SCHOOL BUSINESS FORWARD. THROUGH OUR PROFESSIONAL GROWTH OPPORTUNITIES, PROGRAMS, AND SERVICES, WE PROMOTE THE HIGHEST STANDARDS OF SCHOOL BUSINESS MANAGEMENT PRACTICES. WE PROVIDE A GLOBAL NETWORK OF SUPPORT THAT ENHANCES OUR MEMBERS' ABILITY TO COLLABORATE AND LEAD WITH A GLOBAL PERSPECTIVE. WE ARE DEDICATED TO SUPPORTING SCHOOL BUSINESS OFFICIALS AND PROVIDING THE RESOURCES THEY NEED TO EFFECTIVELY USE EDUCATIONAL RESOURCES - ULTIMATELY ENSURING EVERY STUDENT HAS THE OPPORTUNITY TO RECEIVE A QUALITY EDUCATION. FORM 990, PART VI, SECTION A, LINE 1 DESCRIPTION OF ORGANIZATION MISSION: THAT ENHANCES OUR MEMBERS' ABILITY TO COLLABORATE AND LEAD WITH A GLOBAL PERSPECTIVE. WE ARE DEDICATED TO SUPPORTING SCHOOL BUSINESS OFFICIALS AND PROVIDING THE RESOURCES THEY NEED TO EFFECTIVELY USE EDUCATIONAL RESOURCES -- ULTIMATELY ENSURING EVERY STUDENT HAS THE OPPORTUNITY TO RECEIVE A QUALITY EDUCATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. ACTIVE MEMBERS OF THE ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL CAN ELECT DIRECTORS TO THE ASSOCIATION GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE MEMBERS OF ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL CAN ELECT DIRECTORS TO THE ASSOCIATION GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 8B THE ASSOCIATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 IS ELECTRONICALLY PROVIDED TO THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARE REVIEWED BY THE GOVERNING BODY AND APPROPRIATE CORRECTIVE ACTION IS TAKEN. CONFLICTED INDIVIDUALS ARE RECUSED IF APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 SALARIES OF EXECUTIVE DIRECTOR/CEO OR TOP MANAGEMENT OFFICIALS ARE REVIEWED ANNUALLY AND COMPARED TO LOCAL AND NATIONAL DATA SAMPLES BY THE BOARD OF DIRECTORS. SALARIES OF OTHER OFFICERS OR KEY EMPLOYEES ARE ALSO REVIEWED ANNUALLY AND COMPARED TO LOCAL AND NATIONAL DATA SAMPLES BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 FORM 1024 AND FORMS 990 AND 990T ARE AVAILABLE UPON REQUEST DURING REGULAR BUSINESS HOURS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THESE ITEMS ARE ALSO REVIEWED AT BOARD MEETINGS AS WELL AS IN AN ANNUAL REPORT AND PROVIDED UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 594,394. MANAGEMENT AND GENERAL EXPENSES 395,007. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 989,401. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE, WHICH IS MADE UP OF THE BOARD OFFICERS, REVIEWS AUDIT, BUDGET, AND ALL FINANCIALS, AS WELL AS REVIEW AUDITOR RECOMMENDATIONS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.