2024-05-13T12:08:44-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 4444 W BRISTOL ROAD SUITE 360 FLINT MI 48507 990 2022-07-01 382382144 MICHIGAN SCHOOL BUSINESS OFFICIALS MICH 5173275920 1001 CENTENNIAL WAY 200 LANSING MI 48917 ROBERT DWAN EXECUTIVE DIRECTOR 5173275920 2024-05-10 1 ROBERT DWAN 999009999 1 TINA PETERS P00904574 8107675350 2024-04-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MSBO ROBERT DWAN 1001 CENTENNIAL WAY 200 LANSING MI 48917 4965743 0 3239 X WWW.MSBO.ORG X 1937 MI THE MISSION OF MSBO IS TO CONTINUALLY IMPROVE THE LEADERSHIP OF AND MANAGEMENT IN SCHOOL BUSINESS AND OPERATIONAL SERVICES, WHILE ENHANCING THE PROFESSIONAL, SOCIAL, AND ECONOMIC WELL-BEING OF ITS MEMBERS. 9 9 14 300 26666 0 221590 528504 2529008 2973968 14636 244535 670423 1218736 3435657 4965743 0 0 0 0 1803985 2023232 0 0 0 1328480 1630307 3132465 3653539 303192 1312204 6946141 8097495 695053 558563 6251088 7538932 THE MISSION OF MSBO IS TO CONTINUALLY IMPROVE THE LEADERSHIP OF AND MANAGEMENT IN SCHOOL BUSINESS AND OPERATIONAL SERVICES, WHILE ENHANCING THE PROFESSIONAL, SOCIAL, AND ECONOMIC WELL-BEING OF ITS MEMBERS. 0 0 1889776 2341453 MSBO IN-SERVICE TRAINING WORKSHOPS HELD FOR MICHIGAN SCHOOL BUSINESS OFFICIALS (MEMBERS & NONMEMBERS) AND MICHIGAN BUSINESSES WHO PROVIDE PRODUCTS AND SERVICES TO MICHIGAN SCHOOLS. 26430 66150 MSBO NEWSLETTER AND DIRECTORY (1 ANNUAL DIRECTORY AND 9 MONTHLY NEWSLETTERS). 712815 566365 SERVICES AND PROGRAMS FOCUSED ON SCHOOL DISTRICT MANAGEMENT 2629021 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 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 1 0 0 0 1 24 0 1 14 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 1 1 MI X ROBERT DWAN 5173275920 1001 CENTENNIAL WAY 200 LANSING MI 48917 MARY BETH ROGERS PRESIDENT - BEG 4/27/23 3.00 0.00 X X 0 0 0 STEPHANIE WEESE PRESIDENT ELECT - BEG 4/27/23 3.00 0.00 X X 0 0 0 JULIE OMER IMM. PAST PRESIDENT - BEG 4/27/23 3.00 0.00 X X 0 0 0 DEANNA MAYER IMM. PAST PRESIDENT - THRU 4/27/23 3.00 0.00 X X 0 0 0 KEVIN KOLB DIRECTOR 3.00 0.00 X 0 0 0 BRIAN MARCEL DIRECTOR 3.00 0.00 X 0 0 0 TIM PERAINO DIRECTOR 3.00 0.00 X 0 0 0 SHARON RASCHKE DIRECTOR 3.00 0.00 X 0 0 0 MICHELLE SINE DIRECTOR 3.00 0.00 X 0 0 0 JULIE WILLIAMS-MUZ DIRECTOR 3.00 0.00 X 0 0 0 DAVID MARTELL EXECUTIVE DIRECTOR - THRU 7/01/23 40.00 3.00 X 248274 0 76229 ROBERT DWAN EXECUTIVE DIRECTOR - BEG 7/01/23 40.00 0.00 X 209739 0 71916 SCOTT LITTLE ASSOCIATE EXECUTIVE DIRECTOR 40.00 0.00 X 156879 0 61474 DEBRA KOPKAU DIR. OF CERTIFICATION AND OPS 40.00 0.00 X 111640 0 49000 NANCY HAWKINS ASST. EXEC. DIR. MARKETING 40.00 0.00 X 112592 0 35601 839124 0 294220 5 0 1 0 0 276964 251540 528504 PARTICIPANT REVENUE 900099 2238931 2238931 MEMBERSHIP DUES 900099 578510 578510 SNAM REVENUE 611430 156527 156527 2973968 215213 215213 1218736 26666 1192070 29322 0 29322 29322 29322 4965743 2973968 26666 1436605 324503 282318 42185 1165469 880931 284538 435575 330792 104783 97685 75794 21891 22100 22100 186694 44895 141799 129297 3518 125779 44960 6631 38329 19469 19469 1051582 974685 76897 43566 43566 25501 25501 OFFICER & DIRECTOR EXP 60335 60335 DBP EXPENSE 3225 3225 43578 26232 17346 3653539 2629021 1024518 0 446319 55163 5609457 7082545 72622 113512 80921 92730 464402 379302 49315 85100 687507 668445 6946141 8097495 409608 332812 252683 225751 32762 0 695053 558563 X 6251088 7538932 6251088 7538932 6946141 8097495 X 1312204 -24360 X 0 1 X 0 0 X 713242 514913 591480 745036 1107014 3671685 1953961 1060507 1501090 2005562 2395458 8916578 2667203 1575420 2092570 2750598 3502472 12588263 0 0 0 12588263 828169 964151 734873 658395 1407283 4592871 828169 964151 734873 658395 1407283 4592871 3495372 2539571 2827443 3408993 4909755 17181134 0.73270 0.74500 0.26730 0.25500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 379211 340999 38212 85191 38303 46888 85100 INVESTMENT IN MELG 668445 C 668445 4965743 0 4965743 0 4965743 3653539 0 3653539 0 3653539 X 1 1 X X X X 0 0 0 0 0 0 0 1 0 DAVID MARTELL EXECUTIVE DIRECTOR - THRU 7/01/23 219743 0 6100 0 22431 0 39955 0 36274 0 324503 0 0 0 ROBERT DWAN EXECUTIVE DIRECTOR - BEG 7/01/23 193542 0 4200 0 11997 0 35613 0 36303 0 281655 0 0 0 SCOTT LITTLE ASSOCIATE EXECUTIVE DIRECTOR 147761 0 3250 0 5868 0 26852 0 34622 0 218353 0 0 0 DEBRA KOPKAU DIR. OF CERTIFICATION AND OPS 107396 0 3400 0 844 0 19470 0 29530 0 160640 0 0 0 PART I, LINE 1A THE SPOUSES OF THE PRESIDENT, PRESIDENT ELECT, EXECUTIVE DIRECTOR AND DEPUTY EXECUTIVE DIRECTOR ARE ALLOWED TRAVEL TO SPECIFIC CONFERENCES AS INDICATED BY THE BOARD. TRAVEL BENEFITS ARE TREATED AS TAXABLE COMPENSATION IF BENEFIT IS UTILIZED. PART I, LINE 7 BONUSES FOR THE EXECUTIVE DIRECTOR ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS. BONUSES FOR THE DEPUTY EXECUTIVE DIRECTOR AND ASSOCIATE EXECUTIVE DIRECTOR ARE AT THE DISCRETION OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 6 THIS ORGANIZATION HAS DIFFERENT TYPES OF MEMBERSHIP. ACTIVE MEMBERS ARE SCHOOL DISTRICT EMPLOYEES, ASSOCIATE MEMBERS ARE BUSINESSES AND THERE ARE ALSO EMERITUS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE MEMBERS (SCHOOL DISTRICT EMPLOYEES) EACH HAVE THE RIGHT TO A VOTE FOR THE BOARD OF DIRECTORS - ASSOCIATE (BUSINESSES) AND EMERITUS MEMBERS HAVE NO VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7B DUES INCREASES MUST BE APPROVED BY THE MEMBERSHIP IF IT'S LARGER THAN THE LIMIT SET FOR EACH YEAR. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS SENT TO ALL MEMBERS ON THE BOARD FOR REVIEW AS WELL AS REVIEWED BY THE EXECUTIVE DIRECTOR AND ACCOUNTANT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. IT IS THE RESPONSIBILITY OF THE PRESIDENT TO INFORM BOARD MEMBERS OF POTENTIAL OR EXISTING CONFLICTS OF INTEREST. THE BOARD WILL MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY REQUIRING OFFICERS, DIRECTORS AND KEY EMPLOYEES TO ANNUALLY CERTIFY IN WRITING ANY POTENTIAL CONFLICTS OF INTEREST. IF THERE IS A POTENTIAL CONFLICT, THE PRESIDENT WILL SHARE THE INFORMATION WITH THE BOARD. THE BOARD MEMBER WITH THE CONFLICT WOULD THEN ABSTAIN FROM VOTING IF APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 IN 2008, A SALARY SURVEY WAS CONDUCTED FOR ALL EMPLOYEES COMPARING SALARIES TO OTHERS IN THE SAME INDUSTRY. ALSO EXECUTIVE DIRECTOR'S SALARY IS COMPARED TO OTHER EDUCATIONAL ASSOCIATIONS EXECUTIVE DIRECTOR SALARIES AND TO SIMILAR ORGANIZATIONS 990 INFORMATION ANNUALLY. EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED BY BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON INVESTMENT IN MELG -24,360. MICHIGAN EDUCATION LEADERSHIP GROUP 1001 CENTENNIAL WAY LANSING MI 48917 383318753 FORMED TO HOLD PROPERTY FOR MASA, MSBO, MASSP & MASB MI 501(C)(2) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0