2024-11-11T00:39:30-06:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990 2023-07-01 420703904 IOWA ASSOCIATION OF SCHOOL BOARDS IOWA 5152881991 6000 GRAND AVENUE A DES MOINES IA 503121417 DT MAGEE EXECUTIVE DIRECTOR 5152881991 2024-11-06 1 0 SEAN A LARSON CPA P00644747 5157275700 2024-11-06 2023 2024-10-15 13:58:12Z DT MAGEE 6000 GRAND AVENUE A DES MOINES IA 503121417 4689040 0 X WWW.IA-SB.ORG X 1949 IA TO EDUCATE, SUPPORT AND CHALLENGE PUBLIC SCHOOL BOARD MEMBERS IN THEIR PURSUIT OF WORLD-CLASS EDUCATION FOR ALL STUDENTS IN IOWA. 17 17 26 19 0 0 0 0 4301956 4461760 57286 123816 87181 103464 4446423 4689040 0 0 0 0 2423354 2580411 0 0 0 1157231 1197144 3580585 3777555 865838 911485 6264452 7039474 1219307 1082844 5045145 5956630 X TO EDUCATE, SUPPORT AND CHALLENGE PUBLIC SCHOOL BOARD MEMBERS IN THEIR PURSUIT OF WORLD-CLASS EDUCATION FOR ALL STUDENTS IN IOWA. 0 0 1769642 1489431 MEMBER SERVICES INCLUDING: EDUCATIONAL WEBINARS, GRASSROOTS ADVOCACY, INFORMATIONAL BROCHURES, LABOR RELATIONS, LEGAL AND LEGISLATIVE INFORMATION, AND SCHOOL FINANCE SUPPORT. 600198 630533 ANNUAL CONVENTION AND CONFERENCES TO TRAIN MEMBERS ON VARIOUS SUBJECTS PERTAINING TO SCHOOL BOARD LEADERSHIP, SCHOOL DISTRICT MANAGEMENT, AND OTHER EDUCATIONAL RESPONSIBILITIES. 280574 395196 CONSULTING SERVICES AND WORKSHOPS TO ASSIST SCHOOL BOARDS IN POLICY DEVELOPMENT, BOARD GOVERNANCE, BUDGETING, AND STRATEGIC PLANNING. 54928 2050064 INCLUDES IOWA SCHOOL JOINT INVESTMENT TRUST (ISJIT), IOWA SCHOOLS EMPLOYEE BENEFIT ASSOCIATION (ISEBA),THE SAFETY GROUP INSURANCE PROGRAM, THE IOWA DRUG & ALCOHOL TESTING PROGRAM (IDAPT), THE IOWA CONSTRUCTION ADVOCATE TEAM (ICAT), FRONTLINE ANALYTICS, SIMBLI, THE EMPLOYEE BACKGROUND INVESTIGATION SERVICE AND OTHER PROGRAMS BENEFICIAL TO IASB MEMBERS. 54928 2050064 2705342 0 0 0 0 0 0 0 1 0 1 1 0 1 1 0 0 1 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 1 0 0 1 21 0 1 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X CALVIN VANDEKROL CFO 5152477030 6000 GRAND AVENUE SUITE A DES MOINES IA 50312 CALVIN VANDEKROL CFO 40.00 X 158065 0 23503 SHAWN SNYDER GOVT. RELATIONS/SCHOOL FIN 40.00 X 167823 0 10069 SIOBHAN SCHNEIDER POLICY/LEGAL SERVICES DIRE 40.00 X 152820 0 9169 LISA BARTUSEK THRU 63023 EXECUTIVE DIRECTOR 40.00 X 113018 0 13551 RONI ARGETSINGER IT DIRECTOR 40.00 X 105461 0 13607 DUANE T MAGEE EFFECT 7123 EXECUTIVE DIRECTOR 40.00 X 107068 0 7263 ELIZABETH BRENNAN PRESIDENT 2.00 0.75 X X 0 0 0 JESSE HOWARD PRESIDENT ELECT 2.00 0.50 X X 0 0 0 JIM GREEN PAST PRESIDENT 2.00 0.75 X X 0 0 0 ROGER SHAFFER TREASURER 2.00 0.25 X X 0 0 0 JEROD WORK DIRECTOR DISTRICT 1 1.00 X 0 0 0 THOMAS NUGENT DIRECTOR DISTRICT 2 1.00 X 0 0 0 MARY ANN MUNGER END JAN DIRECTOR DISTRICT 3 1.00 X 0 0 0 SHERI PENNEY BEG JAN DIRECTOR DISTRICT 3 1.00 X 0 0 0 AL HAZELTON END JAN DIRECTOR DISTRICT 4 1.00 X 0 0 0 DUANE HORSLEY DIRECTOR DISTRICT 4 1.00 X 0 0 0 ALEX SMITH END JAN DIRECTOR DISTRICT 5A 1.00 X 0 0 0 CHAD CRABB DIRECTOR DISTRICT 5A 1.00 X 0 0 0 MARY POULTER DIRECTOR DISTRICT 5B 1.00 0.75 X 0 0 0 FRANK WOOD DIRECTOR DISTRICT 6A 1.00 X 0 0 0 JENNIFER BORCHERDING DIRECTOR DISTRICT 6B 1.00 0.25 X 0 0 0 LAURA MCLEAN DIRECTOR DISTRICT 7 1.00 X 0 0 0 JARED MCDONALD DIRECTOR DISTRICT 8 1.00 0.50 X 0 0 0 TIM BOWER END JAN DIRECTOR DISTRICT 9 1.00 X 0 0 0 CHRISTIE KESSEL BEG JAN DIRECTOR DISTRICT 9 1.00 X 0 0 0 AMY JURRENS AEA REPRESENTATIVE 1.00 X 0 0 0 ALAN JENSEN IACCT REPRESENTATIVE 1.00 X 0 0 0 804255 0 77162 6 0 1 0 0 ROYALTIES 541900 1946600 1946600 MEMBERSHIP DUES 541900 1489431 1489431 CONVENTION AND CONFERE 541900 630533 630533 PUBLICATION, FORMS & M 541900 254771 254771 CONSULTING FEES 541610 140425 140425 4461760 123816 123816 OTHER INCOME 541900 103464 103464 103464 4689040 4565224 0 123816 438658 219329 219329 1693527 1286235 407292 93821 70006 23815 183615 126143 57472 170790 121208 49582 32131 12295 19836 26750 26750 174106 152840 21266 117718 98895 18823 120293 64714 55579 135279 91318 43961 123764 93253 30511 253017 251626 1391 53042 53042 38461 26144 12317 DUES 73901 70723 3178 STAFF DEVELOPMENT 23724 16455 7269 WEB HOSTING & INTERNET 12161 1800 10361 BANKING FEES 10797 358 10439 2000 2000 3777555 2705342 1072213 0 4800772 4120448 519552 522386 88483 102061 386729 298106 63054 88623 1533179 792591 672777 6264452 7039474 8411 26597 323491 287155 15853 17843 871552 751249 1219307 1082844 X 5045145 5956630 5045145 5956630 6264452 7039474 911485 0 X X 0 1 X 1 0 0 1 X 49141 49141 0 337588 248965 88623 88623 CERTIFICATES OF DEPOSIT 1533179 F 1533179 CASH HELD ON BEHALF OF IASPA 17843 RIGHT OF USE ASSET - OPERATING LEASE 629157 RIGHT OF USE ASSET - FINANCE LEASE 25777 672777 ACCRUED WAGES 46390 ACCRUED VACATION 34793 OPERATING LEASE LIABILITY 643782 FINANCE LEASE LIABILITY 26284 751249 PART IV, LINE 2B: THE IOWA ASSOCIATION OF SCHOOL BOARDS (IASB) HOLDS FUNDS FOR THE IOWA ASSOCIATION OF SCHOOL PERSONNEL ADMINISTRATORS (IASPA). THE CASH IS REPORTED ON THE BALANCE SHEET AS AN OTHER ASSET IN THE AMOUNT OF $17,843. IASB COLLECTS DEPOSITS AND DISBURSES CHECKS ON BEHALF OF IASPA. THE LIABILITY AT JUNE 30, 2024 IS $17,843 EQUAL TO CASH ON HAND. 1 X X X X 0 0 0 0 0 0 0 0 0 CALVIN VANDEKROL CFO 158065 0 0 0 0 0 10174 0 13329 0 181568 0 0 0 SHAWN SNYDER GOVT. RELATIONS/SCHOOL FIN 167823 0 0 0 0 0 10069 0 0 0 177892 0 0 0 SIOBHAN SCHNEIDER POLICY/LEGAL SERVICES DIRE 152820 0 0 0 0 0 9169 0 0 0 161989 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION CONSIST OF SCHOOL BOARDS THROUGHOUT THE STATE OF IOWA. FORM 990, PART VI, SECTION A, LINE 7A THE DELEGATE ASSEMBLY OF THE ORGANIZATION MEETS AND NOMINATES INDIVIDUALS FOR THE BOARD. WITHIN 10 DAYS FOLLOWING THE DELEGATE ASSEMBLY, BALLOTS CONTAINING THE NAMES OF THE NOMINEES ARE MAILED TO ALL MEMBER BOARDS IN GOOD MEMBERSHIP STANDING OF THE CORPORATION IN EACH RESPECTIVE DISTRICT. BALLOTS ARE CAST AND RETURNED ELECTRONICALLY TO THE EXECUTIVE OFFICES OF THE ORGANIZATION TO COUNT AND DETERMINE THE NEW BOARD DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7B BYLAWS MAY BE ADOPTED, AMENDED, OR REVISED FROM TIME TO TIME BY THE DELEGATE ASSEMBLY. THE BOARD OF DIRECTORS OF THE ORGANIZATION MAY RECOMMEND TO THE DELEGATE ASSEMBLY SUCH CHANGES AS DEEMED NECESSARY. TEN DAYS NOTICE TO THE GENERAL MEMBERSHIP SHALL BE REQUIRED IN ADVANCE OF THE CONSIDERATION AND ADOPTION OF ANY BYLAWS, AMENDMENT OR REVISION THERETO. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 RETURN WAS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH EMPLOYEE AND OFFICER COMPLETE A CONFLICT OF INTEREST FORM EACH YEAR. THE FORM IS REVIEWED BY ADMINISTRATION TO MAKE SURE THAT ANY CONFLICTS ARE ADDRESSED AND RESOLVED. IT IS THE RESPONSIBILITY OF THE OFFICER OR EMPLOYEE TO NOTIFY THE ORGANIZATION DURING THE YEAR IF THEY BELIEVE THERE IS A CONFLICT THAT IS CREATED DURING THE YEAR. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY BY CALLING FOR ANY CONFLICTS AFTER THE APPROVAL OF EACH BOARD AGENDA. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND BENEFITS COMMITTEE ANNUALLY REVIEWS THE EXECUTIVE DIRECTOR SALARY AND PROVIDES A SALARY RECOMMENDATION TO THE FULL BOARD OF DIRECTORS. THE COMMITTEE USES COMPENSATION DATA COLLECTED FROM EXECUTIVE DIRECTORS WITHIN THE CONSORTIUM OF STATE SCHOOL BOARD ASSOCIATIONS (COSSBA) GROUP AND OTHER ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. THE COMMITTEE IS INDEPENDENT OF BUSINESS OR FAMILY CONFLICTS OF INTEREST WITH THE EXECUTIVE DIRECTOR. THE BOARD OF DIRECTORS EVALUATES THE COMMITTEE'S RECOMMENDATION AND DETERMINES THE EXECUTIVE DIRECTOR SALARY. THE BOARD OF DIRECTORS APPROVES SALARIES AND SALARY RANGES FOR ALL EMPLOYEES DURING THE ANNUAL BUDGET PROCESS AND FOR NEW EMPLOYEES UPON HIRE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C THE BOARD OVERSEES THE AUDIT PROCESS AND SELECTION OF THE INDEPENDENT AUDITOR. THE BOARD MEETS WITH THE INDEPENDENT AUDITOR AND REVIEWS THE AUDIT REPORT AND ANY FINDINGS, IF APPLICABLE. IOWA ASSOCIATION OF SCHOOL BOARDS FOUNDATION 6000 GRAND AVENUE DES MOINES IA 503121417 421520397 RESEARCH & EDUCATION IA 501(C)(3) SEC 170(B)(1)(A)(VI) IOWA ASSOCIATION OF SCHOOL BOARDS 0 IOWA SCHOOLS JOINT INVESTMENT TRUST 6000 GRAND AVENUE DES MOINES IA 503121417 421285955 INVESTMENTS IA IOWA ASSOCIATION OF SCHOOL BOARDS T 0 IOWA SCHOOLS CASH ANTICIPATION PROGRAM 6000 GRAND AVENUE DES MOINES IA 503121417 421247561 CASH ANTICIPATION FUNDING IA IOWA ASSOCIATION OF SCHOOL BOARDS T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 IOWA SCHOOL JOINT INVESTMENT TRUST S 989434 ROYALTY PMTS PER AGREEMENT IOWA SCHOOLS CASH ANTICIPATION PROGRAM S 15679 ADMINISTRATIVE FEE PER BOARD