2024-11-13T14:08:03-06:00 2023-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2023-01-01 472222788 ASSOCIATION OF TECHNOLOGY LEADERS IN INDEPENDENT SCHOOLS ASSO 8885028547 4 WEEMS LANE 257 WINCHESTER VA 22601 CHRISTINA LEWELLEN EXECUTIVE DIRECTOR 8885028547 2024-11-04 1 0 DOMINICK V BELLIA P00560402 3019860600 2024-11-04 2023 2024-10-15 13:58:12Z CHRISTINA LEWELLEN 4 WEEMS LANE 257 WINCHESTER VA 22601 1482706 0 X WWW.THEATLIS.ORG X 2014 CA ATLIS' VISION IS TO EQUIP SCHOOLS FOR THE FUTURE BY EMPOWERING SCHOOLS TO THRIVE THROUGH TECHNOLOGY LEADERSHIP. ATLIS IS A RAPIDLY GROWING PROFESSIONAL NETWORK FOR TECHNOLOGY LEADERS IN INDEPENDENT SCHOOLS, PROVIDING PROFESSIONAL DEVELOPMENT, NETWORKING, AND CURATED RESOURCES FOR MEMBERS. 15 15 7 0 6781 1510 485609 794984 44608 673187 15 7754 891 6781 531123 1482706 0 0 0 0 300306 619596 0 0 0 207387 687571 507693 1307167 23430 175539 241791 418228 2321 3219 239470 415009 ATLIS EMPOWERS ITS SCHOOLS TO THRIVE THROUGH TECHNOLOGY LEADERSHIP BY PROVIDING PROFESSIONAL DEVELOPMENT, NETWORKING, AND CURATED RESOURCES FOR MEMBERS. 0 0 1062787 673187 ATLIS HOSTS AN ANNUAL IN-PERSON CONFERENCE TO PROVIDE PROFESSIONAL DEVELOPMENT AND NETWORKING OPPORTUNITIES TO ATTENDEES. CONTENT TRACKS INCLUDE CYBERSECURITY, IT MANAGEMENT, EDUCATION TECHNOLOGY TRENDS, AND LEADERSHIP DEVELOPMENT. VIRTUAL PROGRAMMING INCLUDES WEBINARS AND WORKSHOPS. ATLIS ALSO HOSTS A YEAR-LONG LEADERSHIP PROGRAM FOR EMERGING PROFESSIONALS AND PROVIDES A VARIETY OF INDUSTRY RESEARCH AND BENCHMARKING. 1062787 1 1 0 0 0 0 0 0 0 0 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 16 0 1 7 1 1 1 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA VA X CHRISTINA LEWELLEN 8885028547 4 WEEMS LANE NO 257 WINCHESTER VA 22601 DENISE MUSSELWHITE CHAIR 2.00 X X 0 0 0 AGGIE MALTER VICE CHAIR 2.00 X X 0 0 0 BARRY KALLMEYER SECRETARY 2.00 X X 0 0 0 JASON KERN TREASURER & FINANCE CHAIR 2.00 X X 0 0 0 HILARY LAMONTE GOVERNANCE CHAIR 2.00 X X 0 0 0 TYE CAMPBELL DIRECTOR 2.00 X 0 0 0 HIRAM CUEVAS DIRECTOR 2.00 X 0 0 0 JASON CURTIS DIRECTOR 2.00 X 0 0 0 JIM FOLEY TREASURER & FINANCE CHAIR 2.00 X X 0 0 0 ERIC HUDSON DIRECTOR 2.00 X 0 0 0 STACIA MCFADDEN SECRETARY 2.00 X X 0 0 0 MUHAMMAD RAMADAN DIRECTOR 2.00 X 0 0 0 MOLLY RUMSEY DIRECTOR 2.00 X 0 0 0 MARQUIS SCOTT DIRECTOR 2.00 X 0 0 0 SHELLY LUKE WILLE DIRECTOR 2.00 X 0 0 0 DAWN KLUS VICE CHAIR 2.00 X X 0 0 0 JIM BOLOGNA DIRECTOR 2.00 X 0 0 0 CHRISTINA LEWELLEN EXECUTIVE DIRECTOR 40.00 X 208197 0 16457 208197 0 16457 1 0 1 0 0 707984 87000 794984 CONFERENCE INCOME 611430 483229 483229 PROFESSIONAL DEVELOPME 611430 189958 189958 673187 7754 7754 ADVERTISING 541800 3684 3684 JOB BOARD REVENUE 541800 3097 3097 6781 1482706 673187 6781 7754 224953 191773 33180 289506 246804 42702 11837 10091 1746 57417 48948 8469 35883 30590 5293 6189 6189 27083 27083 28276 24314 3962 55825 1611 54214 39292 39292 76922 76922 192825 192825 3753 3753 6352 6352 CERTIFICATION EXPENSE 99257 99257 MAGAZINE EXPENSES 59864 59864 MERCHANT SERVICE 48178 48178 ATLIS LEADERSHIP INSTIT 28475 28475 15280 3135 12145 1307167 1062787 244380 0 173922 113926 56551 296737 12770 5205 11318 7565 241791 418228 2321 3219 2321 3219 X 0 0 0 0 239470 415009 239470 415009 241791 418228 175539 0 X X 0 0 1 0 X 712558 592761 913216 500167 1278214 3996916 712558 592761 913216 500167 1278214 3996916 0 0 0 3996916 6 26 513 15 7754 8314 6 26 513 15 7754 8314 891 6781 7672 6327 30050 189958 226335 712564 592787 920056 531123 1482707 4239237 0.94280 0.98520 0.00200 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12770 5205 7565 7565 PAYROLL WITHHOLDING LIABILITIES 3219 3219 X PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND RELEVANT STATE TAX REGULATIONS. ACCORDINGLY, INCOME TAX EXPENSE IS LIMITED TO ACTIVITIES THAT ARE DEEMED BY THE INTERNAL REVENUE SERVICE (IRS) TO BE UNRELATED TO THE ASSOCIATION'S EXEMPT PURPOSES. THERE IS NO TAX LIABILITY FOR INCOME TAXES. THE ASSOCIATION'S FEDERAL EXEMPT ORGANIZATION TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS GENERALLY FOR THREE YEARS AFTER THEY ARE FILED X 0 0 0 0 0 0 0 0 0 CHRISTINA LEWELLEN EXECUTIVE DIRECTOR 208197 0 0 0 0 0 8328 0 8129 0 224654 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS RECEIVE AN ELECTRONIC COPY OF THE TAX RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ATLIS BOARD MEMBERS AND TOP EMPLOYEES ARE REQUIRED TO DISCLOSE ACTUAL OR POTENTIAL FINANCIAL CONFLICTS, INCLUDING FINANCIAL INTERESTS AND RELATIONSHIPS THAT MAY BE IN CONFLICT WITH THE ACTIVITIES OR FINANCIAL INTERESTS OF THE ORGANIZATION. THIS INCLUDES BUT IS NOT LIMITED TO: LEADERSHIP ROLES IN OTHER ORGANIZATIONS, EMPLOYMENT OR COMPENSATION ARRANGEMENTS AND MATERIAL INVESTMENTS. THE POTENTIAL CONFLICT IS MANAGED IN ACCORDANCE WITH THE GUIDELINES PROVIDED IN IRC SEC 4958 AS FOLLOWS: 1. INDEPENDENT MEMBERS OF THE BOARD AND, IF NEEDED, OUTSIDE COUNSEL EVALUATE THE DISCLOSED CONFLICT AND IT'S POSSIBLE EFFECT ON THE INTEGRITY OR IMAGE OF THE ORGANIZATION. BASED ON THE MATERIAL FACTS, A DECISION WILL BE MADE AS TO: 1A. WHETHER OR NOT THERE IS AN ACTUAL CONFLICT OF INTEREST; 1B. IF SO, DOES THE MEMBER NEED TO BE RECUSED FROM CERTAIN DISCUSSIONS OR DECISION-MAKING REGARDING THE SPECIFIC TRANSACTION; OR 1C. SHOULD THE MEMBER RESIGN FROM HIS/HER ATLIS POSITION. ALL BOARD MEMBERS AND TOP EMPLOYEES MUST REVIEW THE CONFLICT OF INTEREST POLICY AT LEAST ANNUALLY AND PROVIDE A DISCLOSURE AS TO ANY POSSIBLE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPARATIVE DATA FROM SIMILAR EXEMPT ORGANIZATIONS IS CONSIDERED WHEN SETTING MANAGEMENT COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE ORGANIZATION WILL MAKE GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE FOR REVIEW. FORM 990,PART XII, LINE 2C THE AUDIT SELECTION PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.