2016-02-15T13:12:45-06:00 2015-06-30 381357951 PLANTE & MORAN PLLC 4444 W BRISTOL ROAD SUITE 360 FLINT MI 48507 990 2014-07-01 382762367 MICHIGAN ASSOCIATION OF INTERMEDIATE SCHOOL ADMINISTRATORS MICH 5173279262 1001 CENTENNIAL WAY NO 300 LANSING MI 48917 WILLIAM MILLER EXECUTIVE DIRECTOR 5173279262 2016-01-29 1 PAUL BRYANT CPA P00241185 8107675350 2014 2016-08-17 19:52:53Z WILLIAM MILLER 1001 CENTENNIAL WAY NO 300 LANSING MI 48917 8636418 0 X WWW.GOMAISA.ORG X 1987 MI TO PROMOTE IN-SERVICE TRAINING, EDUCATION, SCIENTIFIC, AND GOVERNMENTAL RESEARCH; PUBLISH AND DISSEMINATE REPORTS, AND OTHER RELATED SERVICES AS THE MAISA BOARD OF DIRECTORS MAY AUTHORIZE. 10 10 0 10 0 0 15733752 8287995 373534 346020 2459 2403 0 0 16109745 8636418 20000 20000 0 0 643585 318687 0 0 0 15060643 8606951 15724228 8945638 385517 -309220 3704982 2178481 1584618 367337 2120364 1811144 X MICHIGAN ASSOCIATION OF INTERMEDIATE SCHOOL ADMINISTRATORS IS MICHIGAN'S LEADING CLEARINGHOUSE AND CATALYST FOR REGIONAL EDUCATIONAL LEADERSHIP, COLLABORATION, AND SYSTEM CHANGE. IN PURSUIT OF ITS VISION, MICHIGAN ASSOCIATION OF INTERMEDIATE SCHOOL ADMINISTRATORS WILL BE ITS MEMBERS' FIRST RESOURCE FOR EDUCATIONAL INFORMATION, IDEAS, AND SUPPORT; A LEADER IN THE POLITICAL ARENA AND POWERFUL ADVOCATE FOR PUBLIC EDUCATION; AND A BRIDGE AND PARTNER WITH OTHERS WHO SHARE ITS PASSION FOR EDUCATIONAL EXCELLENCE AND IMPROVEMENT. 0 0 100894 20000 337920 ANNUAL SUMMER CONFERENCE HELD FOR MEMBER INTERMEDIATE SCHOOL ADMINISTRATORS. MICHIGAN BUSINESSES SPONSOR WORKSHOPS AT THIS CONFERENCE. 1802 TECHNOLOGY - PROVIDE VIDEO CONFERENCING LINKS FOR VARIOUS MEETINGS BETWEEN MEMBER INTERMEDIATE SCHOOL DISTRICTS (ISD). COORDINATION OF VIDEO CONFERENCING FOR THE MICHIGAN DEPARTMENT OF EDUCATION FOR VARIOUS MEETINGS HELD THROUGHOUT THE YEAR. THESE MEETINGS REQUIRE CONNECTING APPROXIMATELY 15 TO 40 ISD SITES FOR THE VARIOUS MEETINGS. PROMOTION OF LEARNPORT, AN ONLINE PROFESSIONAL DEVELOPMENT PORTAL THROUGH MICHIGAN VIRTUAL UNIVERSITY, THROUGH NEWSLETTER ARTICLES AND INTERACTION WITH VARIOUS ISD'S. 8490646 MICHIGAN ASSOCIATION OF INTERMEDIATE SCHOOL ADMINISTRATORS IS THE RECIPIENT OF SEVERAL GRANTS. THE TITLE I NO CHILD LEFT BEHIND GRANT IS FROM THE MICHIGAN DEPARTMENT OF EDUCATION. THE PURPOSE OF THE GRANT IS TO IMPROVE STUDENT ACHIEVEMENT BY SUPPORTING IDENTIFIED PHASE I AND PHASE II HIGH PRIORITY SCHOOLS AS THEY MAKE AND IMPLEMENT SOUND INSTRUCTIONAL DECISIONS.TITLE II, PART A STATEWIDE TECHNICAL ASSISTANCE/CAPACITY BUILDING COMPETITIVE GRANT PROGRAM. THE GRANT IS INTENDED TO SUPPORT PUBLIC SCHOOL DISTRICTS AND PUBLIC SCHOOL ACADEMIES IN DEVELOPING THEIR CAPACITIES, THROUGH PROFESSIONAL DEVELOPMENT, TO INITIATE, IMPLEMENT, SUSTAIN, AND EVALUATE INNOVATIVE MODELS OF EFFECTIVE TEACHING PRACTICES THAT ACHIEVE "ANY TIME, ANY PLACE, ANY WAY, ANY PACE" LEARNING. THE U.S. CONGRESS THROUGH THE U.S. DEPARTMENT OF EDUCATION, PROVIDES THE MDE WITH TITLE IIA STATEWIDE ACTIVITY FUNDS TO CONDUCT PROFESSIONAL DEVELOPMENT ACTIVITIES IN SUPPORT OF THE TITLE IIA PROGRAM GOALS.MAISA HAS BEEN REQUESTED TO FACILITATE THE TRIG OPERATIONS OFFICE BY THE AWARDEE, WEXFORDMISSAUKEE ISD, FOR THE PROJECT MANAGEMENT OF THE 22.I TECHNOLOGY READINESS INFRASTRUCTURE GRANT (TRIG). THE TRIG FUNDS ARE TO BE USED FOR THE DEVELOPMENT OR IMPROVEMENT OF DISTRICT TECHNOLOGY INFRASTRUCTURE IN PREPARATION FOR THE PLANNED IMPLEMENTATION OF ONLINE GROWTH ASSESSMENTS IN MICHIGAN. 8593342 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 60 0 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X SHERYL QUINN 5173275910 1001 CENTENNIAL WAY SUITE 300 LANSING MI 48917 MARK DOBIAS DIRECTOR/PRESIDENT 1.00 X X 0 0 0 SHERYL PRESLER PRESIDENT/IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 STAN KOGUT DIRECTOR 1.00 X 0 0 0 BARBARA MARSHALL DIRECTOR 1.00 X 0 0 0 VICKI MARKAVITCH DIRECTOR 1.00 X 0 0 0 LISA HAGEL DIRECTOR 1.00 X 0 0 0 DAN REATTOIR DIRECTOR 1.00 X 0 0 0 MIKE POTTS DIRECTOR 1.00 X 0 0 0 JEFF JENNETTE DIRECTOR 1.00 X 0 0 0 STEVE EZIKIAN DIRECTOR 1.00 X 0 0 0 WILLIAM MILLER EXECUTIVE DIRECTOR 40.00 X 147434 0 11798 JOHN RAINEY GRANT ADMINISTRATOR 40.00 X 115141 0 0 262575 0 11798 2 0 1 1 MICHIGAN STATE UNIVERSITY 426 AUDITORIUM RD ROOM 2 EAST LANSING MI 48824 CONSULTING SERVICES/PROFESSIONAL FEES 7721850 ADVANCED EDUCATION 9115 WESTSIDE PARKWAY ALPHARETTA GA 30009 CONSULTING SERVICES/PROFESSIONAL FEES 2090000 MASA 1001 CENTENNIAL WAY LANSING MI 48917 CONSULTING SERVICES/PROFESSIONAL FEES 1507621 MIEM 1001 CENTENNIAL WAY LANSING MI 48917 CONSULTING SERVICES/PROFESSIONAL FEES 527727 SHIAWASSEE RESA 1025 N SHIAWASSEE ST CORUNNA MI 48917 CONSULTING SERVICES/PROFESSIONAL FEES 448376 9 8287995 8287995 MEMBERSHIP DUES 900099 289390 289390 CONTRACTED SERVICES 611710 37479 37479 REGISTRATION - CONFERE 611710 11051 11051 SPONSORSHIPS 900099 8100 8100 346020 2403 2403 8636418 346020 0 2403 20000 20000 165964 33193 132771 150310 150310 2413 2413 9269 9269 26600 26600 10538 10538 316133 316133 36395 36395 1802 1802 10800 10800 14622 14622 80894 80894 9130 9130 TRAINING AND DEVELOPMEN 6279529 6279529 CONTRACTED SERVICES 1672591 1516061 156530 ADMINISTRATIVE EXPENSES 112683 112683 DUES EXPENSES 24665 24665 1300 1300 8945638 8593342 352296 0 416210 277162 1830725 1832002 1457370 47567 677 21750 3704982 2178481 1584618 335281 0 32056 1584618 367337 X 2120364 1811144 2120364 1811144 3704982 2178481 -309220 0 X 0 1 X 0 1 1 X 21632775 9945193 12749143 15733752 8296095 68356958 230482 405584 412427 373534 337920 1759947 21863257 10350777 13161570 16107286 8634015 70116905 0 0 0 70116905 2420 3509 2715 2459 2403 13506 2420 3509 2715 2459 2403 13506 21865677 10354286 13164285 16109745 8636418 70130411 0.99980 0.99980 0.00020 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 68538 0 0 68538 0 PART II-B, LINE 1: CONTACT WITH STATE LEGISLATORS (IN PERSON, BY TELEPHONE, E-MAIL, AND OTHER MEANS) AND PERSONS IN THE EXECUTIVE BRANCH FOR THE PURPOSE OF PROMOTING THE GOALS AND OBJECTIVES OF THE ASSOCIATION IN GENERAL; RELATED ACTIVITIES DESIGNED TO INFLUENCE PUBLIC DECISION MAKERS TO PASS, AMEND, OR DEFEAT LEGISLATION AND ADMINISTRATIVE DECISIONS AFFECTING THE ASSOCIATION'S MEMBERSHIP; DISSEMINATION OF RELATED INFORMATION TO THE PUBLIC, MEDIA, AND ASSOCIATION MEMBERSHIP; AND PREPARATION OF SUPPORTING INFORMATION AND ARGUMENTATION. 0 X 8636418 0 8636418 0 8636418 8945638 0 8945638 0 8945638 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM TAXATION UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2015 AND 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. 0 MICHIGAN ASSOCIATION OF SCHOOL ADMINISTRATORS 1001 CENTENNIAL WAY NO 300 LANSING MI 48917 381613620 501(C)3 20000 COURAGEOUS JOURNEY GRANT 1 PART I, LINE 2: THE ORGANIZATION SPONSORS THE COURAGEOUS JOURNEY PROGRAM ESTABLISHED BY MICHIGAN ASSOCIATION OF SCHOOL ADMINISTRATORS WITH AN ANNUAL FIXED CONTRIBUTION AMOUNT TO BE USED EXCLUSIVELY FOR THE PROMOTION OF THE PROGRAM. THE ORGANIZATION IS CLOSELY INVOLVED WITH THE EXECUTION OF THE PROGRAM. X X 0 0 0 0 0 0 0 0 0 WILLIAM MILLER EXECUTIVE DIRECTOR 136350 0 0 0 11084 0 0 0 11798 0 159232 0 0 0 JOHN RAINEY GRANT ADMINISTRATOR 115141 0 0 0 0 0 0 0 0 0 115141 0 0 0 SCHEDULE J, PART II: THE EXECUTIVE DIRECTOR, WILLIAM MILLER, RECEIVED COMPENSATION OF $147,434, INCLUDING CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS, FROM ANOTHER TAX-EXEMPT ORGANIZATION, MICHIGAN ASSOCIATION OF SCHOOL ADMINISTRATORS. THE TWO ENTITIES ARE SIMILAR IN THEIR NON-EXEMPT PURPOSE BUT ARE NOT RELATED ENTITIES. THE GRANT ADMINISTRATOR, JOHN RAINEY, RECEIVED COMPENSATION OF $115,141 FROM ANOTHER TAX-EXEMPT ORGANIZATION, MICHIGAN ASSOCIATION OF SCHOOL ADMINISTRATORS. THE TWO ENTITIES ARE SIMILAR IN THEIR NON-EXEMPT PURPOSE BUT ARE NOT RELATED ENTITIES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP SHALL CONSIST OF 1) INSTITUTIONAL MEMBERS, 2) OTHER ADMINISTRATORS, 3) AFFILIATE MEMBERS, AND 4) HONORARY MEMBERS. ONE FULL MEMBERSHIP (INSTITUTIONAL) IN MICHIGAN ASSOCIATION OF INTERMEDIATE SCHOOL ADMINISTRATORS ENTITLES THE INTERMEDIATE SCHOOL DISTRICTS (ISD) TO ONE (1) VOTE ON ANY ISSUE BROUGHT BEFORE THE ASSOCIATION. EACH ISD IS ENTITLED TO (1) VOTE ON ALL ISSUES. HONORARY MEMBERS WILL BE APPROVED ON A CASE BY CASE BASIS BY THE EXECUTIVE BOARD AND COUNCIL. MEMBERS OF THE EXECUTIVE BOARD ARE ELECTED BY INSTITUTIONAL MEMBERS. EACH MEMBER HAS (1) VOTE. FORM 990, PART VI, SECTION A, LINE 7A HONORARY MEMBERS WILL BE APPROVED ON A CASE BY CASE BASIS BY THE EXECUTIVE BOARD AND COUNCIL. MEMBERS OF THE EXECUTIVE BOARD ARE ELECTED BY INSTITUTIONAL MEMBERS. EACH MEMBER HAS (1) VOTE. FORM 990, PART VI, SECTION A, LINE 7B MEMBERSHIP SHALL CONSIST OF 1) INSTITUTIONAL MEMBERS, 2) OTHER ADMINISTRATORS, 3) AFFILIATE MEMBERS, AND 4) HONORARY MEMBERS. ONE FULL MEMBERSHIP (INSTITUTIONAL) IN MICHIGAN ASSOCIATION OF INTERMEDIATE SCHOOL ADMINISTRATORS ENTITLES THE INTERMEDIATE SCHOOL DISTRICTS (ISD) TO ONE (1) VOTE ON ANY ISSUE BROUGHT BEFORE THE ASSOCIATION. EACH ISD IS ENTITLED TO (1) VOTE ON ALL ISSUES. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT COPY WAS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO AVOID ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST PROBLEMS, EACH MAISA BOARD MEMBER SHALL, PRIOR TO TAKING OFFICE OR ACCEPTING APPOINTMENT, AGREE TO ABIDE BY THE MAISA CONFLICT OF INTEREST POLICY. IF DISCLOSURE IS MADE, THE MINUTES OF THE MEETING SHALL REFLECT THAT; THE STEPS, IF ANY, THAT WERE TAKEN TO LIMIT PARTICIPATION OF THE BOARD MEMBER; AND IN THOSE CASES WHERE THE QUORUM WAS NOT ALREADY ESTABLISHED, THAT THE BOARD MEMBER WAS NOT COUNTED IN DETERMINING THE QUORUM. CONFLICT OF INTEREST DISCLOSURE FORMS SHALL BE COMPLETED BY ALL BOARD MEMBERS AT LEAST ONCE A YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CURRENT EXECUTIVE DIRECTOR IS PAID BY MICHIGAN ASSOCIATION OF SCHOOL ADMINISTRATORS (MASA), AN UNRELATED 501(C)(3) ORGANIZATION. THE MAISA EXECUTIVE BOARD DETERMINES THE SALARY OF THE EXECUTIVE DIRECTOR. EACH YEAR HE RECEIVES THE SAME PERCENTAGE RAISE AS ALL OTHER EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 BOARD POLICIES, GOVERNING DOCUMENTS, AND FINANCIAL REPORTS ARE MADE AVAILABLE UPON REQUEST.