2025-04-01T10:02:25-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 4444 W BRISTOL ROAD SUITE 360 FLINT MI 48507 990 2023-07-01 382382144 MICHIGAN SCHOOL BUSINESS OFFICIALS MICH 5173275920 1001 CENTENNIAL WAY 200 LANSING MI 48917 ROBERT DWAN EXECUTIVE DIRECTOR 5173275920 2025-03-21 1 1 DAVID LOWENTHAL P00378651 8107675350 2025-03-20 2023 2025-03-06 01:10:19Z MSBO ROBERT DWAN 1001 CENTENNIAL WAY 200 LANSING MI 48917 5372756 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 15 300 26664 0 528504 754758 2973968 2640499 244535 409899 1218736 1567600 4965743 5372756 0 0 0 0 2023232 1919285 0 0 0 1630307 1798662 3653539 3717947 1312204 1654809 8097495 9510049 558563 344445 7538932 9165604 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 1874255 1879837 MSBO IN-SERVICE TRAINING WORKSHOPS HELD FOR MICHIGAN SCHOOL BUSINESS OFFICIALS (MEMBERS & NONMEMBERS) AND MICHIGAN BUSINESSES WHO PROVIDE PRODUCTS AND SERVICES TO MICHIGAN SCHOOLS. 27592 67200 MSBO NEWSLETTER AND DIRECTORY (1 ANNUAL DIRECTORY AND 9 MONTHLY NEWSLETTERS). 702692 693462 SERVICES AND PROGRAMS FOCUSED ON SCHOOL DISTRICT MANAGEMENT 2604539 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 25 0 1 15 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 STEPHANIE WEESE PRESIDENT (BEG. 04/24) 3.00 0.00 X X 0 0 0 JULIE WILLIAMS-MUZ PRESIDENT ELECT (BEG. 04/24) 3.00 0.00 X X 0 0 0 MARY BETH ROGERS IMM. PAST PRESIDENT (BEG. 04/24) 3.00 0.00 X X 0 0 0 JULIE OMER IMM. PAST PRESIDENT (THRU 04/24) 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 KENDRA MESSING DIRECTOR (BEG. 04/24) 3.00 0.00 X 0 0 0 TIM PERAINO DIRECTOR (THRU 04/24) 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 ROBERT DWAN EXECUTIVE DIRECTOR 40.00 0.00 X 246345 0 73234 SCOTT LITTLE ASSOCIATE EXECUTIVE DIRECTOR 40.00 0.00 X 172263 0 61998 JASON HELSON ASSOCIATE EXECUTIVE DIRECTOR 40.00 0.00 X 143339 0 50905 561947 0 186137 5 0 1 0 0 620783 133975 754758 PARTICIPANT REVENUE 900099 2490688 2490688 SNAM REVENUE 611430 149811 149811 2640499 409899 409899 1567600 26664 1540936 5372756 2640499 26664 1950835 285468 285468 1120934 1004060 116874 418931 375251 43680 93952 84156 9796 8047 8047 19500 19500 245358 32002 213356 122741 2542 120199 27630 4075 23555 29412 29412 1182069 1079074 102995 45516 45516 24647 24647 OFFICER & DIRECTOR EXP 49425 49425 DBP EXPENSE 3525 3525 40792 19854 20938 3717947 2604539 1113408 0 55163 158394 7082545 8351004 113512 174688 92730 65973 506514 391060 85100 115454 668445 644536 8097495 9510049 332812 115315 225751 229130 558563 344445 X 7538932 9165604 7538932 9165604 8097495 9510049 X 1654809 -28137 X 0 1 X 0 0 X 514913 591480 745036 1107014 754758 3713201 1060507 1501090 2005562 2395458 2640499 9603116 1575420 2092570 2750598 3502472 3395257 13316317 0 0 0 13316317 964151 734873 658395 1407283 1977499 5742201 964151 734873 658395 1407283 1977499 5742201 2539571 2827443 3408993 4909755 5372756 19058518 0.69870 0.73270 0.30130 0.26730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 406461 357949 48512 100053 33111 66942 115454 INVESTMENT IN MELG 644536 C 644536 5372756 0 5372756 0 5372756 3717947 0 3717947 0 3717947 X 1 1 X X X X 0 0 0 0 0 0 0 1 0 ROBERT DWAN EXECUTIVE DIRECTOR 223315 0 4300 0 18730 0 36886 0 36348 0 319579 0 0 0 SCOTT LITTLE ASSOCIATE EXECUTIVE DIRECTOR 161299 0 3250 0 7714 0 27387 0 34611 0 234261 0 0 0 JASON HELSON ASSOCIATE EXECUTIVE DIRECTOR 139101 0 1500 0 2738 0 24897 0 26008 0 194244 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 -28,137. 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