2018-02-14T11:36:21-06:00 2017-03-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2016-04-01 366124610 ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL ASSO 7034780405 11401 NORTH SHORE DRIVE RESTON VA 20190 JOHN D MUSSO EXECUTIVE DIRECTOR 7037087061 2018-02-14 1 SUBRINA WOOD CPA P00365899 2023319880 38.100.43.98 2018-02-14 12:35:42 ES P 8F72E301A453F475DDB880747CCED7D2AF7D6D45 0B5FA0604EC921149BCA0C9F7FF0732235262084 2016 2021-01-29 14:40:06Z JOHN D MUSSO 11401 NORTH SHORE DRIVE RESTON VA 20190 5484903 0 3239 X WWW.ASBOINTL.ORG X 1986 VA 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. 9 9 34 0 410404 18650 371099 415376 3435893 3387256 4784 9255 1194041 1248106 5005817 5059993 0 0 0 0 2015258 2102611 0 0 0 2966936 2854443 4982194 4957054 23623 102939 3492009 3845157 1752660 2003767 1739349 1841390 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 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. 0 0 587445 334960 PERIODICALS: MEMBERS RECEIVE COPIES OF SCHOOL BUSINESS AFFAIRS, SCHOOL BUSINESS LEADER, SCHOOL BUSINESS MINUTE AND ACCENTS ONLINE. 829085 566233 ANNUAL MEETINGS: MEETING FOR MEMBERS TO DISCUSS ASSOCIATION ACTIVITIES, PROVIDE FORUM FOR FELLOWSHIP ACTIVITIES AMONGST MEMBERS, AND PROVIDE AN EDUCATIONAL FORUM THAT INCLUDES WORKSHOPS AND PRESENTATIONS RELATED TO EDUCATION AND EDUCATION MANAGEMENT. 570637 175860 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-16 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. 1645958 2273548 OTHER PROGRAMS 1645958 2273548 3633125 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 39 0 1 34 1 1 1 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 VA X JOHN D MUSSO 7037087063 11401 NORTH SHORE DRIVE RESTON VA 20190 BRENDA BURKETT IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JENNIFER BOLTON CARLS VICE PRESIDENT 1.00 X X 0 0 0 MARK PEPERA IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 ANTHONY DRAGONA PRESIDENT 1.00 X 0 0 0 CHUCK PETERSON VICE PRESIDENT 1.00 X X 0 0 0 AVERY EMBRY DIRECTOR 1.00 X 0 0 0 TOM WOHLLEBER DIRECTOR 1.00 X 0 0 0 CLAIRE HERTZ DIRECTOR 1.00 X 0 0 0 MICHAEL JOHNSON DIRECTOR 1.00 X 0 0 0 ANGELA WATTS DIRECTOR 1.00 X 0 0 0 ED CHABAL DIRECTOR 1.00 X 0 0 0 JOHN MUSSO EXECUTIVE DIRECTOR 37.50 X 250152 0 39497 SIOBHAN MCMAHON CHIEF OPERATIONS OFFICER 37.50 X 159647 0 22816 SABRINA SOTO CHIEF BUSINESS & LEADERSHI 37.50 X 127885 0 22126 537684 0 84439 3 0 1 0 FREEMAN AUDIO VISUAL INC PO BOX 650519 DALLAS TX 752650519 DECORATING/AV FOR OUR ANNUAL MEETING CON 235179 GOOD PRINTER INC 213 DRY RIVER ROAD BRIDGEWATER VA 22812 PRINT ASBO MARKETING MATERIALS 202325 VARIABLE ANNUITY LIFE INS COMPANY C/O JP MORGAN CHASE PO BOX 301104 DALLAS TX 750301104 403(B) RETIREMENTS EMPLOYEE CONTRIBUTION 176552 KELLEN COMPANY 1100 JOHNSON FERRY ROAD ATLANTA GA 30345 MANAGEMENT SERVICES FEES FOR FINANCE AND 123300 MARRIOTT BUSINESS SERVICES PO BOX 403003 ATLANTA GA 30384 HOTEL CHARGE FOR ANNUAL MEETING CONFEREN 102861 5 415376 415376 MEMBERSHIP 900099 901565 901565 STRATEGIC PARTNERSHIPS 900099 653723 559640 94083 CERTIFICATE OF EXCELLE 900099 634535 634535 ANNUAL MEETING 900099 485951 485951 EXHIBITS 900099 327350 327350 384132 384132 3387256 9255 9255 874357 874357 424910 424910 0 0 45833 0 45833 45833 ADVERTISING 541800 316321 316321 OTHER REVENUE 900099 11145 11145 REPRINT AND LIST SALES 323100 450 450 327916 5059993 3350601 410404 883612 X 289649 226508 63141 1465689 1146181 319508 50668 40162 10506 223937 176911 47026 72668 57366 15302 19249 12012 7237 19415 12116 7299 887659 553932 333727 51220 31963 19257 422605 320416 102189 35377 22077 13300 2423 2078 345 74227 4500 69727 320689 169431 151258 788000 726812 61188 65373 65373 33710 21036 12674 COMMISSIONS 41657 35732 5925 CONTRIBUTIONS 37545 32205 5340 ADMISSION FEES 30405 24588 5817 AWARDS 10495 10495 14394 6604 7790 4957054 3633125 1323929 0 538117 346868 2355294 2711774 186737 419684 34294 5923 2112205 1751297 377567 360908 3492009 3845157 279822 286546 1441696 1717221 31142 0 1752660 2003767 X 1739349 1841390 1739349 1841390 3492009 3845157 102939 -898 0 X X 0 1 X 1 0 X 330650 234630 314310 371099 415376 1666065 3426800 3533125 3431326 3485813 3348130 17225194 3757450 3767755 3745636 3856912 3763506 18891259 0 281000 33832 55698 53044 423574 281000 33832 55698 53044 423574 18467685 360775 502763 655493 733599 883612 3136242 34888 61793 96681 360775 537651 717286 733599 883612 3232923 2983 2980 2214 7240 11595 27012 4121208 4308386 4465136 4597751 4658713 22151194 0.83370 0.84420 0.14590 0.12420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 231818 231818 599199 549289 49910 385324 358399 26925 158563 155378 3185 737301 688231 49070 360908 X 5059095 -898 -898 5059993 0 5059993 4957054 0 4957054 0 4957054 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) FOR THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES, NOT RELATED TO THE ASSOCIATION'S EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ASSOCIATION ADHERES TO PROVISIONS OF U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ASSOCIATION PERIODICALLY REVIEWS ITS TAX POSITION AND RECOGNIZES ASSET OR LIABILITIES AS NECESSARY. THIS ADOPTION HAD NO EFFECT ON CURRENTLY REPORTED BALANCES. AS OF MARCH 31, 2017, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2013 THROUGH 2015 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ASSOCIATION FILES RETURNS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF PUBLICATION SALES PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF PUBLICATION SALES X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 JOHN MUSSO EXECUTIVE DIRECTOR 213359 0 0 0 36793 0 0 22000 0 17497 250152 39497 0 0 SIOBHAN MCMAHON CHIEF OPERATIONS OFFICER 140130 0 0 0 19517 0 0 8700 0 14116 159647 22816 0 0 SABRINA SOTO CHIEF BUSINESS & LEADERSHI 114472 0 0 0 13413 0 0 7500 0 14626 127885 22126 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 ASSOCATION AND INCLUDED IN FORM 1099 ISSUED TO THE BOARD MEMBER. 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 THAT INCLUDES AN EXPLANATION AND REVIEW OF THE 990 AND ITS CONTENTS. COMMENTS ARE NOTED AND ANY CHANGES TO THE FORM ARE MADE BEFORE ITS SUBMISSION TO THE IRS. 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 KEY EMPLOYEES ARE REVIEWED ANNUALLY AND COMPARED TO LOCAL AND NATIONAL DATA SAMPLES BY THE BOARD OF DIRECTORS. SALARIES OF THESE EMPLOYEES ARE ALSO REVIEWED ANNUALLY AND COMPATED 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 553,932. MANAGEMENT AND GENERAL EXPENSES 333,727. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 887,659. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE MADE UP OF THE BOARD OFFICERS REVIEW AUDIT, BUDGET, AND ALL FINANCIALS, AS WELL AS REVIEW AUDITOR RECOMMENDATIONS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.