2024-05-15T11:32:09-05:00 2023-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-07-01 946082654 CALIFORNIA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS CALI 9164473783 1001 K STREET 5TH FLOOR SACRAMENTO CA 95814 TATIA DAVENPORT CEO 9164473783 2024-05-09 1 TATIA DAVENPORT 999009999 0 AMANDA H WILLIAMS P01281212 9166466464 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TATIA DAVENPORT 1001 K STREET 5TH FLOOR SACRAMENTO CA 95814 8791655 0 X WWW.CASBO.ORG X 1927 CA SUPPORT THE SUCCESS OF ALL STUDENTS THROUGH LEADERSHIP, INNOVATIVE PROFESSIONAL DEVELOPMENT, AND ADVOCACY. 13 12 25 370 241893 42506 1339755 820304 5591740 7570238 1550 24729 0 5298 6933045 8420569 29020 38250 0 0 1930182 2314139 0 0 0 3199886 3832971 5159088 6185360 1773957 2235209 10312833 12358758 2293247 2112775 8019586 10245983 X THE MISSON OF CASBO, THE TRUSTED AUTHORITY ON SCHOOL BUSINESS OPERATIONS, IS TO SUPPORT THE SUCCESS OF ALL STUDENTS THROUGH LEADERSHIP, INNOVATIVE PROFESSIONAL DEVELOPMENT AND ADVOCACY. 0 0 3502363 38250 4836440 CASBO PROVIDES NUMEROUS PROFESSIONAL DEVELOPMENT OPPORTUNITIES IN THE FORM OF CONFERENCES, WORKSHOPS, ROUNDTABLES AND MORE. CASBO ALSO OFFERS CERTIFICATION OPPORTUNITIES TO ASSIST SCHOOL BUSINESS PROFESSIONALS IN ADVANCING THEIR CAREERS. 1187680 2185454 CASBO SUPPORTS IT'S 23,000+ MEMBERSHIP BASE WITH BENEFITS THAT INCLUDEBUT ARE NOT LIMITED TO ON-DEMAND LEARNING, INDUSTRY RELATED PUBLICATIONS, EMPLOYEE RECRUITMENT, LEADERSHIP OPPORTUNITIES AND THE ABILITY TO NETWORK WITH PEERS AT BOTH A STATE AND LOCAL LEVEL. 231624 242151 CASBO'S SECTIONS, ORGANIZED BY GEOGRAPHICAL LOCATION, HOLD CONFERENCES AND PROVIDE OTHER ACTIVITIES ASSOCIATED WITH FACILITATING THE EXCHANGE OF INFORMATION AND PROVIDING EDUCATION FOR SCHOOL BUSINESS OFFICIALS. 197153 64300 CASBO PROVIDES CERTIFICATION OPPORTUNITIES TO ASSIST SCHOOL BUSINESS PROFESSIONALS AS THEY ADVANCE IN THEIR CAREERS. 197153 64300 5118820 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 62 0 1 25 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X JOHN-PAUL BUSTAMANTE 9164473783 1001 K STREET 5TH FLOOR SACRAMENTO CA 95814 RICH DE NAVA PAST PRESIDENT 2.00 5.00 X X 0 0 0 DIANE DESHLER PRESIDENT 2.00 5.00 X X 0 0 0 TINA DOUGLAS PRESIDENT-ELECT 2.00 5.00 X X 0 0 0 ERIC DILL VICE PRESIDENT 5.00 5.00 X X 0 0 0 KATIE HYLTON SECTION DIRECTOR 2.00 X 0 0 0 ROBIN SCHMITT SECTION DIRECTOR 2.00 X 0 0 0 KRISTI BLANDFORD SECTION DIRECTOR 2.00 X 0 0 0 JENNIFER MARRONE SECTION DIRECTOR 2.00 X 0 0 0 PAUL ZIEGLER SECTION DIRECTOR 2.00 X 0 0 0 KEITH BUTLER SECTION DIRECTOR 2.00 X 0 0 0 CHRIS MANO SECTION DIRECTOR 2.00 X 0 0 0 DAVID CREECH ASSOC MEMBER CHAIR 2.00 X 0 0 0 TATIA DAVENPORT CEO 40.00 5.00 X X 343869 0 63013 JP BUSTAMANTE CFO 40.00 X 181291 0 24937 TRACY PETRILLO CLO 40.00 X 180951 0 25525 LORI SMITH SR. DIR., CONFERENCE & EVENTS 40.00 X 105481 0 24099 DAVID LOYOLA VP MARKETING & MEMBERSHIP 40.00 X 112457 0 19772 924049 0 157346 5 0 1 0 0 32554 787750 820304 REGISTRATION FEES 900099 2532453 2532453 CONFERENCE REGISTRATIO 900099 2209782 2209782 MEMBERSHIP & ASSESSMEN 900099 2158600 2158600 ADVERTISING 541800 336098 94205 241893 SECTIONS REVENUE 900099 242151 242151 91154 91154 7570238 24817 24817 370196 370284 -88 -88 -88 6100 32554 802 5298 5298 8420569 7328345 241893 30027 X 22250 22250 16000 16000 819586 546644 272942 1146274 765817 380457 89333 56143 33190 132434 92867 39567 126512 86095 40417 56121 56121 5449 5449 996489 995726 763 161003 151917 9086 282685 237391 45294 314903 266984 47919 281941 273145 8796 210649 203937 6712 987882 979642 8240 9212 7274 1938 182786 139782 43004 83172 70061 13111 BANK AND CREDIT CARD FE 180471 173296 7175 DUES, LICENSING AND SUB 67142 25338 41804 MISCELLANEOUS EXPENSES 13066 8511 4555 6185360 5118820 1066540 0 3886081 7110964 3533620 1518450 9086 34196 133385 290746 4202633 2099722 2285697 2102911 1301491 464964 0 10312833 12358758 226461 296470 1674950 1381440 357636 0 34200 434865 2293247 2112775 X 8019586 10245983 8019586 10245983 10312833 12358758 2235209 -8812 0 X X 0 1 X 1 0 X 1022352 1073973 1116624 1339755 820304 5373008 5081861 3249028 3498515 5310816 7328345 24468565 6104213 4323001 4615139 6650571 8148649 29841573 0 0 0 29841573 1022 1331 1119 1550 24817 29839 1022 1331 1119 1550 24817 29839 6105235 4324332 4616258 6652121 8173466 29871412 0.99900 0.99980 0.00100 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3087032 1220319 1866713 1043046 812205 230841 72555 67198 5357 2102911 DEPOSITS 64680 DUE TO AFFILIATES 370185 434865 X PART X, LINE 2: THE ASSOCIATION HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THERE IS NO MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. GOLF TOURNAMENT 38654 32554 6100 802 38654 32554 6100 802 802 5298 1 EDUCATIONAL SCHOLARSHIPS 6 6000 PART I, LINE 2: CASBO IS ABLE TO TRACK PROFESSIONAL DEVELOPMENT REGISTRATIONS TO ENSURE THE FUNDS ARE BEING USED PROPERLY. 1 X X X X 0 0 0 0 0 0 0 0 0 TATIA DAVENPORT CEO 343869 0 0 0 0 0 50213 0 12800 0 406882 0 0 0 TRACY PETRILLO CLO 180951 0 0 0 0 0 10496 0 15029 0 206476 0 0 0 JP BUSTAMANTE CFO 181291 0 0 0 0 0 16421 0 8516 0 206228 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A YES. EXECUTIVE COMMITTEE. MEMBERS ARE THE 4 OFFICERS PLUS EXECUTIVE DIRECTOR AS EX-OFFICIO. ROLE OF THE EXECUTIVE COMMITTEE: 1. THE EXECUTIVE COMMITTEE IS DELEGATED THE ONGOING AUTHORITY TO ACT IN THE NAME OF AND ON BEHALF OF THE CASBO BOARD OF DIRECTORS DURING THE INTERIM PERIODS BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL ALSO: A. ASSIST THE PRESIDENT AND OTHER OFFICERS IN THE PERFORMANCE OF THEIR DUTIES. B. PERFORM OTHER DUTIES AS DETERMINED BY THE BOARD OF DIRECTORS. C. SUPPORT THE GOALS AND OBJECTIVES OF CASBO AS DEFINED IN THE CURRENT MEMBERSHIP-DRIVEN STRATEGIC PLAN. PROCESS: 2. THE EXECUTIVE COMMITTEE SHALL ENDEAVOR TO MEET MONTHLY IN PERSON OR BY CONFERENCE CALL OR OTHER TECHNOLOGY OR AT THE REQUEST OF THE PRESIDENT AND/OR THE EXECUTIVE DIRECTOR. MINUTES OF EACH MEETING SHALL BE TAKEN BY THE EXECUTIVE DIRECTOR AND STORED SECURELY. DECISIONS BY THE EXECUTIVE COMMITTEE SHALL BE AGREED UPON BY A MAJORITY OF THE COMMITTEE. THE COMMITTEE'S ACTIONS CONSTITUTE OFFICIAL ACTION WHEN ADOPTED DURING INTERIM PERIODS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS AND WHEN APPROPRIATE WILL BE REPORTED TO AND RATIFIED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 VOTING MEMBERS ARE ELIGIBLE TO VOTE AND HOLD LEADERSHIP POSITIONS AT THE STATE AND SECTION LEVELS. FORM 990, PART VI, SECTION A, LINE 7A ANNUALLY, VOTING MEMBERS ELECT THE VICE PRESIDENT OF THE BOARD OF DIRECTORS. THE VICE PRESIDENT SERVES ONE FOUR-YEAR TERM AS DIRECTOR, ADVANCING THROUGH THE RANKS OF PRESIDENT-ELECT, PRESIDENT AND IMMEDIATE PAST PRESIDENT. THE VOTING MEMBERS HAVE THE ABSOLUTE RIGHT TO REMOVE AND ELECT NEW OFFICERS. VOTING MEMBERS OF EACH SECTION OF THE ASSOCIATION ELECT A VOTING MEMBER TO SERVE ON THE BOARD OF DIRECTORS FOR ONE THREE-YEAR TERM. VOTING MEMBERS HAVE THE RIGHT BY MAJORITY VOTE TO REMOVE OFFICERS OR SECTION DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B DRAFT FORM 990 PROVIDED TO AUDIT COMMITTEE FOR REVIEW. ALL QUESTIONS/COMMENTS ADDRESSED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST STATEMENT COMPLETED BY THOSE DEFINED AS AN "INTERESTED PERSON." INCLUDES DIRECTORS AND OFFICERS, REGIONAL SECTION DIRECTORS AND OFFICERS, CHAIRS OF COMMITTEES, AND STAFF MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 FOR CEO: BOARD CONSIDERS COMPENSATION PROVIDED BY SIMILAR ORGANIZATIONS AND REVIEWS AND APPROVES EXECUTIVE DIRECTOR SALARY. THIS PROCESS WAS LAST UNDERTAKEN DURING 2023. FOR OTHER OFFICERS/KEY EMPLOYEES: CEO CONDUCTED COMPARABILITY STUDY. RECOMMENDATIONS WERE INCLUDED IN THE BUDGET APPROVED BY THE BOARD. THIS PROCESS WAS LAST UNDERTAKEN DURING 2022. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 995,726. MANAGEMENT AND GENERAL EXPENSES 763. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 996,489. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. CASBO EDUCATION ADVOCACY FOUNDATION 1001 K STREET 5TH FLOOR SACRAMENTO CA 95814 200870036 TO FURTHER THE IMPROVEMENT OF SCHOOL BUSINESS ADMINISTRATION CA 501(C)(4) CASBO 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CASBO EDUCATION ADVOCACY FOUNDATION Q 170969 ACTUAL