2014-01-15T11:00:30-06:00 2013-06-30 381357951 PLANTE & MORAN PLLC 111 E COURT ST SUITE 1A FLINT MI 485021647 990 2012-07-01 382762367 MICHIGAN ASSOCIATION OF INTERMEDIATE SCHOOL ADMINISTRATORS MICH 5173279262 1001 CENTENNIAL WAY NO 300 LANSING MI 48917 WILLIAM MILLER 5173279262 2013-12-12 1 TADD HARBURN CPA P00099166 8107675350 2012 2015-11-30 17:44:51Z WILLIAM MILLER 1001 CENTENNIAL WAY NO 300 LANSING MI 48917 13164285 0 X WWW.GOMAISA.ORG X 1987 MI TO PROMOTE IN-SERICE 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 0 0 0 9945193 12749143 382029 412427 3509 2715 0 0 10330731 13164285 20000 20000 0 0 129506 461648 0 0 0 10124856 12598485 10274362 13080133 56369 84152 2655411 3447547 1004716 1712700 1650695 1734847 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 IT'S 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 373042 21609 ANNUAL SUMMER CONFERENCE HELD FOR MEMBER INTERMEDIATE SCHOOL ADMINISTRATORS. MICHIGAN BUSINESSES SPONSOR WORKSHOPS AT THIS CONFERENCE. 25600 20000 0 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. 12327469 390818 MICHIGAN ASSOCIATION OF INTERMEDIATE SCHOOL ADMINISTRATORS IS THE RECIPIENT OF A TITLE I NO CHILD LEFT BEHIND GRANT 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. 12726111 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 62 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 JOHN ZOELLNER 5173275910 1001 CENTENNIAL WAY SUITE 300 LANSING MI 48917 DONALD SPENCER 1.00 X X 0 0 0 BRUCE MAYLE 1.00 X 0 0 0 SHERYL PRESLER 1.00 X 0 0 0 STAN KOGUT 1.00 X X 0 0 0 BARBARA MARSHALL 1.00 X 0 0 0 VICKI MARKAVITCH 1.00 X 0 0 0 CHRIS WIGENT 1.00 X 0 0 0 BRIAN WILMOT 1.00 X 0 0 0 MARK DOBIAS 1.00 X 0 0 0 LISA HAGEL 1.00 X 0 0 0 WILLIAM MILLER 40.00 X 141250 0 10000 JOHN RAINEY 40.00 X 110000 0 0 251250 0 10000 1 0 1 1 MICHIGAN STATE UNIVERSITY 426 AUDITORIUM RD ROOM 2 EAST LANSING MI 48824 CONSULTING SERVICES/PROFESSIONAL FEES 7489241 ADVANCED EDUCATION 9115 WESTSIDE PARKWAY ALPHARETTA GA 30009 CONSULTING SERVICES/PROFESSIONAL FEES 1492557 CALHOUN INTERMEDIATE SCHOOL DISTRICT 17111 G DRIVE NORTH MARSHALL MI 49068 CONSULTING SERVICES/PROFESSIONAL FEES 237541 METIRI GROUP 4551 GLENCOE AVE MARNIA DEL RAY CA 90292 CONSULTING SERVICES/PROFESSIONAL FEES 207350 MICHIGAN VIRTUAL UNIVERSITY 3101 TECHNOLOGY BLVD-STE G LANSING MI 48910 CONSULTING SERVICES/PROFESSIONAL FEES 115215 8 12749143 12749143 MEMBERSHIP DUES 900099 287788 287788 CONTRACTED SERVICES 611710 103030 103030 REGISTRATION - CONFERENCES 611710 13859 13859 SPONSORSHIPS 900099 7750 7750 412427 2715 2715 13164285 412427 0 2715 20000 20000 135143 27029 108114 325135 325135 1370 1370 4428 4428 23250 23250 9680 9680 686796 686796 36122 36122 25600 25600 52800 22200 30600 28515 28515 373042 373042 8524 8524 TRAINING AND DEVELOPMEN 9968295 9968295 CONTRACTED SERVICES 1263402 1107466 155936 ADMINISTRATIVE EXPENSES 92961 92961 DUES EXPENSES 23770 23770 1300 1300 13080133 12726111 354022 0 1755039 108637 1879193 1457717 872992 27380 2000 2655411 3447547 1004716 1658220 0 54480 1004716 1712700 X 1650695 1734847 1650695 1734847 2655411 3447547 84152 0 X 0 1 X 0 1 1 X 7022240 12402665 21632775 9945193 12749143 63752016 190243 346204 230482 405584 412427 1584940 7212483 12748869 21863257 10350777 13161570 65336956 0 0 0 65336956 4040 2139 2420 3509 2715 14823 4040 2139 2420 3509 2715 14823 7216523 12751008 21865677 10354286 13164285 65351779 0.99980 0.99970 0.00020 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 9680 0 0 9680 0 EXPLANATION OF LOBBYING ACTIVITIES: 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 13164285 0 13164285 0 13164285 13080133 0 13080133 0 13080133 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013 AND 2012, 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 2010. 0 MICHIGAN ASSOCIATION OF SCHOOL ADMINISTRATORS 381613620 501(C)3 20000 0 COURAGEOUS JOURNEY GRANT 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION SPONSORS THE COURAGROUS 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 130000 0 0 0 11250 0 0 0 10000 0 151250 0 0 0 SUPPLEMENTAL INFORMATION PART III SCHEDULE J, PART II: THE EXECUTIVE DIRECTOR, WILLIAM MILLER, RECEIVED COMPENSATION OF $141,250, 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. 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 AT THE BOARD MEETING BEFORE 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. 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, AUDITS, 990'S, AND FINANCIAL REPORTS ARE MADE AVAILABLE UPON REQUEST.