2014-03-10T16:42:17-05:00 2013-06-30 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2012-07-01 042104741 NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS NATI 2029739700 1129 20TH ST NW NO 800 WASHINGTON DC 200363425 COREY MCINTYRE 2029739700 2014-03-08 1 JOHN SQUIRE P00308177 3014246800 2012 2015-11-30 17:44:51Z COREY MCINTYRE 1129 20TH ST NW SUITE 800 WASHINGTON DC 200363425 21810548 0 X WWW.NAIS.ORG X 1959 MA THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS ACTS AS THE NATIONAL VOICE OF INDEPENDENT PRE-COLLEGIATE EDUCATION AND AS THE CENTER FOR COLLECTIVE ACTION ON BEHALF OF ITS MEMBERSHIP. IT SERVES AND STRENGTHENS ITS MEMBER SCHOOLS AND ASSOCIATIONS BY ARTICULATING AND PROMOTING HIGH STANDARDS OF EDUCATIONAL QUALITY AND ETHICAL BEHAVIOR; BY WORKING TO PRESERVE THEIR INDEPENDENCE TO SERVE THE DEMOCRATIC SOCIETY FROM WHICH THAT INDEPENDENCE DERIVES; AND BY ADVOCATING BROAD ACCESS FOR STUDENTS IN AFFIRMING THE PRINCIPLES OF EQUITY AND JUSTICE. 22 22 60 190 399128 -85452 141400 75000 20848454 21456665 260019 278883 0 0 21249873 21810548 0 0 0 0 7468826 8398478 0 0 278907 11853477 12299035 19322303 20697513 1927570 1113035 25453624 24827493 7907690 5562892 17545934 19264601 X THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS ACTS AS THE NATIONAL VOICE OF INDEPENDENT PRE-COLLEGIATE EDUCATION AND AS THE CENTER FOR COLLECTIVE ACTION ON BEHALF OF ITS MEMBERSHIP. IT SERVES AND STRENGTHENS ITS MEMBER SCHOOLS AND ASSOCIATIONS BY ARTICULATING AND PROMOTING HIGH STANDARDS OF EDUCATIONAL QUALITY AND ETHICAL BEHAVIOR; BY WORKING TO PRESERVE THEIR INDEPENDENCE TO SERVE THE DEMOCRATIC SOCIETY FROM WHICH THAT INDEPENDENCE DERIVES; AND BY ADVOCATING BROAD ACCESS FOR STUDENTS IN AFFIRMING THE PRINCIPLES OF EQUITY AND JUSTICE. 0 0 5748830 9182701 INFORMATION, DATA AND RESEARCH: WE COLLECT STATISTICS, CONDUCT RESEARCH, AND SYNTHESIZE THIS INFORMATION INTO TREND REPORTS, TOOLS, RESOURCES, AND PUBLICATIONS TO HELP SCHOOL LEADERS MEET THE CHALLENGES OF EDUCATING STUDENTS IN THE 21ST CENTURY. PROGRAMS THAT SUPPORT THIS INCLUDE PUBLIC POLICY RESEARCH AND INFORMATION, THE NAIS WEBSITE, E-COMMUNITIES, POPULATION DEMOGRAPHICS DATA SERVICE, AND SURVEY TOOLS FOR SCHOOLS. REVENUES INCLUDE TOTAL MEMBER DUES, BOOK AND MAGAZINE ADS AND SUBSCRIPTIONS AND SALES OF TOOLS AND ANALYSIS SERVICES. 8957466 8278133 EQUITY, JUSTICE AND ACCESSIBILITY PROGRAMS: THESE PROGRAMS HELP SCHOOLS EMBRACE DIVERSITY AND PROVIDE TOOLS & RESOURCES TO ENSURE THAT THEY ARE SERVING STUDENTS FROM ALL SEGMENTS OF THEIR COMMUNITIES. OVER 3,000 SCHOOL LEADERS AND STUDENTS ATTENDED OUR JOINT PEOPLE OF COLOR CONFERENCE AND STUDENT DIVERSITY AND LEADERSHIP CONFERENCE THIS YEAR. WE ALSO HELP FAMILIES WITH FINANCIAL NEED TO ACCESS OUR SCHOOLS BY PROVIDING SCHOOLS WITH AN ONLINE SERVICE THAT OBJECTIVELY ASSESSES FINANCIAL NEED TO HELP SCHOOLS MAKE AID DECISIONS IN A FAIR AND EQUITABLE MANNER. OVER 150,000 FAMILIES BENEFITED FROM THIS SERVICE THIS YEAR. 3831932 3985745 LEADERSHIP TRAINING & PROFESSIONAL DEVELOPMENT: THIS IS A SERIES OF TRAINING PROGRAMS DESIGNED TO DEVELOP AND SUPPORT SCHOOL LEADERS. IT INCLUDES OUR ANNUAL CONFERENCE, THE LARGEST GATHERING OF INDEPENDENT SCHOOL LEADERS IN THE INDUSTRY, VARIOUS SUMMER LEADERSHIP INSTITUTES, TRAINING FOR SCHOOL TRUSTEES, NEW SCHOOL HEADS, AND AN ENVIRONMENTAL SUMMIT. OVER 6,000 PEOPLE PARTICIPATED IN THESE PROGRAMS THIS YEAR. 245007 10086 OTHER PROGRAM SERVICES: THIS IS PRIMARILY THE ACTIVITIES OF THE BOARD OF TRUSTEES AND SOME MISCELLANEOUS PROGRAM REVENUES AND EXPENSES. 245007 10086 18783235 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 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 1 195 0 1 60 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC MA X X THE ASSOCIATION 2029739700 1129 20TH ST NW SUITE 800 WASHINGTON DC 200365695 JACK CREEDEN 2.00 X 0 0 0 KATHERINE DINH 2.00 X 0 0 0 ELIZABETH DUFFY 2.00 X 0 0 0 MICHAEL SAXENIAN 2.00 X 0 0 0 DENNIS BISGAARD 2.00 X 0 0 0 MARK A BROOKS 2.00 X 0 0 0 PILAR CABEZA DE VACA 2.00 X 0 0 0 CAROLYN CHANDLER 2.00 X 0 0 0 ELIZABETH COLEMAN 2.00 X 0 0 0 JOHN DEGIOIA 2.00 X 0 0 0 RANDALL C DUNN 2.00 X 0 0 0 BARBARA EGAN 2.00 X 0 0 0 BRYAN GARMAN 2.00 X 0 0 0 WANDA M HOLLAND GREENE 2.00 X 0 0 0 JOHN KATZMAN 2.00 X 0 0 0 SIRI AKAL SINGH KHALSA 2.00 X 0 0 0 D SCOTT LOONEY 2.00 X 0 0 0 BERNIE NOE 2.00 X 0 0 0 JAMES G ROGERS 2.00 X 0 0 0 ALBERT L THROCKMORTON 2.00 X 0 0 0 ANDREW T WATSON 2.00 X 0 0 0 ROBERT M WITT 2.00 X 0 0 0 PATRICK BASSETT 40.00 X 428590 0 86089 MIKE FLANAGAN 40.00 X 230223 0 58192 DONNA OREM 40.00 X 215120 0 63172 COREY MCINTYRE 40.00 X 200760 0 27904 MARK MITCHELL 40.00 X 159329 0 24439 JEFFERSON BURNETT 40.00 X 187155 0 27072 JOHN RODRIGUES 40.00 X 170142 0 25343 GENE BATISTE 40.00 X 152663 0 23751 NANCY RALEY 40.00 X 154760 0 23980 1898742 0 359942 17 0 1 0 FOLDERWAVE 238 LITTLETON ROAD WESTFORD MA 01886 SOFTWARE MAINTENANCE 1878966 EXPONENT PARTNERS 901 MASON STREET STE 105 SAN FRANCISCO CA 94103 CONSULTING 1084091 THE CONNECTION 11351 RUPP DRIVE BURNSVILLE MN 55337 CONTACT CENTER/FULFILLMENT 772274 TERPSYS 1201 SEVEN LOCKS ROAD STE 300 ROCKVILLE MD 20854 CONSULTING 441569 THE MAGAZINE GROUP 1129 20TH ST NW STE 700 WASHINGTON DC 20036 CONSULTING 282017 16 75000 75000 MEMBER DUES 900099 8030956 8030956 CONFERENCES 900099 6287828 6287828 PARENT OUTREACH SERVICES 900099 5930835 5930835 PUBLICATIONS 541800 1041402 642274 399128 165644 165644 21456665 278023 278023 860 0 860 860 860 21810548 21057537 399128 278883 X 1319907 1144060 158541 17306 5259677 4559627 557077 142973 1013627 878377 109951 25299 426573 371717 44035 10821 378694 329890 39316 9488 136095 47622 88317 156 35060 30474 3748 838 12000 10430 1283 287 2432355 2268703 150414 13238 159533 149613 9920 916821 849662 59548 7611 2192639 2170469 19132 3038 815267 708630 87152 19485 746625 651805 89108 5712 3131336 3071949 57080 2307 681790 643222 31521 7047 46854 41957 4002 895 PRINTING/PUBLICATION 857617 790071 56885 10661 PROFESSIONAL DEVELOPMEN 94606 24719 68149 1738 40437 40238 192 7 20697513 18783235 1635371 278907 248559 305407 14102863 11334842 84582 119271 220473 119066 243415 198145 6975905 2769988 2890423 4205917 7663309 8544845 25453624 24827493 1337590 2125775 4752808 1226917 1817292 2210200 7907690 5562892 X 17545934 19264601 17545934 19264601 25453624 24827493 1113035 605632 0 X 0 1 X 1 0 X 6990971 6914609 7341339 7882032 8105956 37234907 10651485 11376584 12396137 13107822 13425709 60957737 17642456 18291193 19737476 20989854 21531665 98192644 0 0 0 98192644 302544 176863 241964 260019 278883 1260273 302544 176863 241964 260019 278883 1260273 481210 15288 496498 18426210 18483344 19979440 21249873 21810548 99949415 0.98240 0.97780 0.01260 0.01370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 386 386 20697127 20697513 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 4995 191 199 386 5771 250000 250000 250000 250000 1000000 1500000 4659 4659 7663309 881537 8544846 7807248 -143939 7663309 6197816 1609432 7807248 6641549 -443733 6197816 8408706 -1767157 6641549 0 0 1146020 497578 648442 984736 187256 797480 4845149 2085154 2759995 4205917 DEFERRED RENT BENEFITS 1494114 DEFERRED COMPENSATION 716086 2210200 X 22416180 605632 605632 21810548 0 21810548 20697513 0 20697513 0 20697513 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: BOARD RESTRICTED FUNDS SET ASIDE TO PROVIDE ASSISTANCE TO THE LONG-TERM INVESTMENT FUND. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: NAIS COMPLIES WITH THE PROVISIONS OF THE FASB ACCOUNTING STANDARDS CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED JUNE 30, 2013 AND 2012, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. X X X X X X 0 1 0 0 0 0 0 0 0 PATRICK BASSETT 422033 0 2525 0 4032 0 76250 0 9839 0 514679 0 0 0 MIKE FLANAGAN 229912 0 75 0 236 0 47803 0 10389 0 288415 0 0 0 DONNA OREM 211861 0 2125 0 1134 0 54754 0 8418 0 278292 0 0 0 COREY MCINTYRE 197806 0 2525 0 429 0 19986 0 7918 0 228664 0 0 0 MARK MITCHELL 158873 0 250 0 206 0 16021 0 8418 0 183768 0 0 0 JEFFERSON BURNETT 181933 0 2125 0 3097 0 18654 0 8418 0 214227 0 0 0 JOHN RODRIGUES 166141 0 2075 0 1926 0 16925 0 8418 0 195485 0 0 0 GENE BATISTE 149995 0 2125 0 543 0 15333 0 8418 0 176414 0 0 0 NANCY RALEY 150925 0 2125 0 1710 0 15562 0 8418 0 178740 0 0 0 PART I, LINE 4B PATRICK BASSETT (PRESIDENT) - 457(F) PLAN - $420,160 FORM 990, PART VI, SECTION A, LINE 6 NAIS' MEMBERS ARE THOSE INDIVIDUALS AND SCHOOLS WHO CHOOSE TO PARTICIPATE IN THE ASSOCIATION'S MISSION AND SERVICES. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE COMPLETED FORM 990 IS EMAILED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR THE CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM IS CIRCULATED TO THE ENTIRE BOARD AND STAFF. ALL POTENTIAL BOARD CONFLICTS ARE COLLATED AND PROVIDED TO THE BOARD OFFICERS, ASSOCIATION PRESIDENT, AND MANAGEMENT TEAM FOR CONSIDERATION AND TRACKING. THE POLICY ALSO REQUIRES DISCLOSURE OF ANY CONFLICTS THAT MAY OCCUR BEFORE OR AFTER THE FORM IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION UTILIZES A COMPENSATION CONSULTANT TO WORK WITH THE BOARD IN DETERMINING THE COMPENSATION AND DRAFTING THE EMPLOYMENT CONTRACT FOR THE PRESIDENT. THIS PROCESS WAS LAST CONDUCTED DURING 2008, WHEN THE LAST 5 YEAR CONTRACT WAS ENACTED. THE ASSOCIATION HAS ALSO UTILIZED AN OUTSIDE COMPENSATION CONSULTANT TO REVIEW THE SALARIES OF THE CFO, COO, SERVICES DIVISION CEO AND LEGAL COUNSEL. IN 2013, WE STARTED USING PAYSCALE, A COMPENSATION BENCHMARKING SERVICE TO BENCHMARK ALL STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE NAIS BYLAWS ARE PROVIDED ON THE NAIS WEBSITE. THE NAIS CONFLICT OF INTEREST POLICY IS PROVIDED TO THE NAIS MEMBERS THROUGH THE WEBSITE. THE NAIS FORM 990 IS PROVIDED THROUGH GUIDESTAR.ORG AND UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G CONSULTING AND OUTSOURCING FEES: PROGRAM SERVICE EXPENSES 2,268,703. MANAGEMENT AND GENERAL EXPENSES 150,414. FUNDRAISING EXPENSES 13,238. TOTAL EXPENSES 2,432,355.