2024-09-20T11:16:14-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-01-01 391768861 NBI INC NBII 7158358525 1218 MCCANN DRIVE ALTOONA WI 54720 ALLISON SCHINDLER PRESIDENT 7158358525 2024-09-19 1 0 KIMBERLY ANDERSON P00188889 6086628600 2024-09-19 2023 2024-08-08 14:25:15Z NATIONAL BUSINESS INSTITUTE ALLISON SCHINDLER 1218 MCCANN DRIVE ALTOONA WI 54720 24304691 0 X WWW.NBI-SEMS.COM X 1995 WI TO PROVIDE EDUCATIONAL ASSISTANCE AND SERVICES TO IMPROVE EDUCATION. 3 0 111 0 0 0 0 0 20402441 19696043 24858 631087 51850 5414 20479149 20332544 1515800 1200100 0 0 7353578 7709555 0 0 0 9659349 10735907 18528727 19645562 1950422 686982 29158363 31421252 4396563 4520137 24761800 26901115 TO PROVIDE EDUCATIONAL ASSISTANCE AND SERVICES TO PUBLIC AND PRIVATE SCHOOLS AND SCHOOL TEACHERS, PRIVATE INDUSTRY, STUDENTS, AND PROFESSIONALS TO IMPROVE EDUCATION AND TO ASSIST OTHER CHARITABLE AND EDUCATIONAL ORGANIZATIONS IN THE CONDUCT OF SIMILAR ACTIVITIES. 0 0 13323666 1200100 19696043 DURING 2023, NBI, INC. PRESENTED APPROXIMATELY 1,550 EDUCATION PROGRAMS. THESE PROGRAMS MET THE CONTINUING EDUCATION NEEDS FOR LAWYERS, ACCOUNTANTS AND PARAPROFESSIONALS, AS WELL AS PROVIDING LEGAL CONTENT FOR OTHER PROFESSIONALS INCLUDING ACCOUNTANTS, HOSPITAL/CLINIC ADMINISTRATORS, TEACHERS, SCHOOL ADMINISTRATORS, AND FINANCIAL PLANNING PROFESSIONALS. THE CONTENT FOR EACH PROGRAM IS DESIGNED AND PRESENTED BY QUALIFIED PROFESSIONALS, MOST OF WHOM RECEIVE NOMINAL COMPENSATION, IF ANY. REGISTRANTS RECEIVE WRITTEN MATERIALS PREPARED BY THE PRESENTER IN ADDITION TO TRAINING. THE MEMBERS RECIEVE TOTAL DISCOUNTS OF $774,540 WHEN ATTENDING LEARNING/EVENTS. 13323666 1 0 0 0 0 0 0 0 0 0 1 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 1 1 1 0 0 1 14 0 111 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X MICHAEL HILL 8666561590 1218 MCCANN DR ALTOONA WI 54720 ALLISON SCHINDLER PRESIDENT 40.00 0.00 X X 231476 0 68998 PEG LARSEN VICE PRESIDENT 5.00 15.00 X X 96908 0 39680 JOLINE TORKELSON SR OPERATIONS MANAGER 40.00 0.00 X X 147516 0 42134 BRETT MACK SR MARKETING/SALES MANAGER 40.00 0.00 X 144546 0 56782 BRANDON SCHROEDER IT MANAGER 40.00 0.00 X 121835 0 10914 BRADY SOULE ACCOUNT EXECUTIVE 40.00 0.00 X 109497 0 29729 YVONNE WILLIAMS HR MANAGER 40.00 0.00 X 109643 0 14860 ELLIOT WESTMAN CONTENT MANAGER 40.00 0.00 X 108680 0 16105 1070101 0 279202 9 0 1 0 0 REGISTRATION FEES 611600 17978137 17978137 EDUCATIONAL CONTENT LICENSE 900099 1717906 1717906 19696043 500977 500977 4102257 3972147 130110 130110 130110 OTHER REVENUE 900099 5414 5414 5414 20332544 19696043 0 636501 1200100 1200100 626712 506446 120266 4898127 3270154 1627973 423556 272063 151493 1281436 749411 532025 479724 311704 168020 103200 103200 66732 66732 56540 56540 849883 849883 4605856 4605856 518556 21278 497278 1529932 382044 1147888 338711 64603 274108 20392 20392 1360270 1339724 20546 546246 546246 55982 27991 27991 RESEARCH AND DEVELOPMEN 411017 411017 MISC EXPENSES 127391 6959 120432 TAXES 120231 19087 101144 BAD DEBT EXPENSES 24968 24968 19645562 13323666 6321896 0 7240020 3893101 62736 460047 3511 1357 884612 647880 12781675 7106848 5543090 5674827 15230499 20550145 193895 193895 29158363 31421252 1339444 1784277 3057119 2735860 4396563 4520137 X 24761800 26901115 24761800 26901115 29158363 31421252 686982 1452333 0 X 0 1 X 1 0 X 1200000 1200000 25621525 19373595 20560617 19343476 19696043 104595256 25621525 19373595 21760617 19343476 19696043 105795256 0 0 0 105795256 373846 153650 291524 24858 500977 1344855 373846 153650 291524 24858 500977 1344855 193781 184260 166364 1110815 5414 1660634 26189152 19711505 22218505 20479149 20202434 108800745 0.97240 0.97400 0.01240 0.01000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: O/S CREDITS BAD DEBT COLLECTIONS - 2019 AMOUNT: $ 148,848. 2020 AMOUNT: $ 142,119. 2021 AMOUNT: $ 121,402. 2022 AMOUNT: $ 10,097. 2023 AMOUNT: $ 0. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 44,933. 2020 AMOUNT: $ 42,141. 2021 AMOUNT: $ 44,962. 2022 AMOUNT: $ 1,100,718. 2023 AMOUNT: $ 5,414. 286952 286952 6007918 1736982 4270936 4988419 4491474 496945 1498386 878392 619994 5674827 X 21728337 1452333 1452333 20276004 56540 56540 20332544 19589022 0 19589022 56540 56540 19645562 PART X, LINE 2: NBI, INC. IS A WISCONSIN NONPROFIT CORPORATION UNDER CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CONSIDERED A NONPROFIT RATHER THAN A PRIVATE FOUNDATION. THEREFORE, ALL CHARITABLE CONTRIBUTIONS ARE TAX DEDUCTIBLE BY THE DONOR. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD REGARDING THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THIS GUIDANCE HAS HAD NO MATERIAL IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AUTHORITIES. 1 INTEGRITY TRUST 1218 MCCANN DRIVE ALTOONA WI 54720 456288684 501(C)(3) 1200000 0 N/A N/A GENERAL SUPPORT 1 0 PART I, LINE 2: NBI PROVIDES FUNDING TO GRANT RECIPIENTS AND MAY PLACE RESTRICTIONS AS TO THE USE OF THE FUNDS. X X 1 0 0 0 0 0 0 0 0 ALLISON SCHINDLER PRESIDENT 231476 0 0 0 0 0 19970 0 49028 0 300474 0 0 0 BRETT MACK SR MARKETING/SALES MANAGER 144546 0 0 0 0 0 12616 0 44166 0 201328 0 0 0 JOLINE TORKELSON SR OPERATIONS MANAGER 147516 0 0 0 0 0 12695 0 29439 0 189650 0 0 0 PART I, LINE 3 T PART I, LINE 4A NAME: BRANDON SCHROEDER, DESCRIPTION: SEVERANCE PAY, CURRENT YEAR AMOUNT: $41,846. PLAN DESCRIPTION: SEVERANCE PAY FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. SHOULD THE ORGANIZATION EVER HAVE SUCH A COMMITTEE, MEETINGS AND ACTIONS WILL BE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED EXTERNALLY BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM AND REVIEWED BY THE ORGANIZATION. AFTER REVIEW BY MANAGEMENT, THE FORM 990 WAS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW FOR ACCURACY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD OF DIRECTORS, PRESIDENT, AND DIRECTORS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. IF A CONFLICT ARISES, THE DETAILS OF THE RELATIONSHIP ARE REVIEWED BY THE HUMAN RESOURCE MANAGER AND THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS WOULD REVIEW AND MAKE A DECISION REGARDING THE ALLEGED CONFLICT. IF ANY PERSON IS DETERMINED TO HAVE A CONFLICT OF INTEREST, THEY WOULD BE EXCLUDED FROM SITUATIONS TO INFLUENCE RELATED DECISIONS, AND IF NECESSARY, ADMINISTRATIVE DISCIPLINARY ACTION WOULD BE TAKEN. CONFLICT OF INTEREST CASES ARE DOCUMENTED BY THE HUMAN RESOURCES DEPARTMENT AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION CONTRACTED WITH COMPENSATION CONSULTANTS THAT CREATED A MARKET BASED SYSTEM USING SALARY LEVELS BASED ON MARKET SKILL SETS. THEY DEVELOPED SALARY RANGES FOR EACH LEVEL BASED ON MARKET DATA AND JOB DESCRIPTIONS. THE BOARD OF DIRECTORS RECEIVE ADVICE FROM THE CONTRACTED COMPENSATION CONSULTANT REGARDING SALARY RANGES. COMPENSATION LEVELS ARE DETERMINED BASED ON PERFORMANCE AND EXPERIENCE WITH CONSIDERATION OF THE PROVDIDED SALARY RANGES. THIS PROCESS WAS LAST PERFORMED IN 2023 INCLUDING THE PRESIDENT'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION. THE ORGANIZATION DOES NOT MAKE ITS FINANCIAL STATEMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. CRESTVIEW ACADEMY INC 1519 PETERSON AVENUE EAU CLAIRE WI 54703 391889441 SCHOOL WI 501(C)(3) LINE 2 NBI INC 1 INTEGRITY TRUST 1218 MCCANN DRIVE ALTOONA WI 54720 456288684 GRANTMAKING WI 501(C)(3) PF NBI INC 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 INTEGRITY TRUST B 1200100 CASH TRANSFERRED