2025-04-07T19:16:57-05:00 2024-06-30 881478669 CBIZ ADVISORS LLC 53 STATE STREET BOSTON MA 02109 990 2023-07-01 237333783 MASS ASSOC OF SCHOOL BUSINESS OFFICIALS INC MASS 9784527044 11 GROVE ST STE 3 HOPKINTON MA 01748 MARGARET DRISCOLL EXECUTIVE DIRECTOR 9784527044 2025-04-02 1 0 DOUGLAS FARRINGTON P00370668 6178075000 2025-04-02 2023 2025-03-06 01:10:19Z MARGARET DRISCOLL 11 GROVE ST STE 3 HOPKINTON MA 01748 727526 0 X WWW.MASBO.ORG X 1969 MA THE MASSACHUSETTS ASSOCIATION OF SCHOOL BUSINESS OFFICIALS (MASBO) ENHANCES THE COMPETENCE AND KNOWLEDGE OF FINANCIAL AND OPERATIONAL PROFESSIONALS EMPLOYED BY INSTITUTIONS OF PUBLIC EDUCATION IN MASSACHUSETTS. MASBO PROVIDES EXCEPTIONAL LEADERSHIP, PROFESSIONAL DEVELOPMENT, AND OPPORTUNITY FOR COLLABORATION. WE MAXIMIZE MEMBERS' CONTRIBUTIONS, SUPPORTING THE SUCCESS OF STUDENTS AND PUBLIC EDUCATION IN THE COMMONWEALTH THROUGH EDUCATION, PARTNERSHIPS WITH COMPLEMENTARY BUSINESSES, AND COMMUNITY. 11 11 4 25 0 0 173675 204765 660010 485985 0 30528 22704 6248 856389 727526 0 0 0 0 261175 256670 0 0 0 489908 383667 751083 640337 105306 87189 1005584 1090707 46939 44873 958645 1045834 X AN ORGANIZATION OF SCHOOL ADMINISTRATORS WHOSE MISSION IS TO PROMULGATE AND ESTABLISH THE HIGHEST STANDARDS OF ETHICS AND EFFICIENCY IN SCHOOL BUSINESS MANAGEMENT AND ADMINISTRATION FOR SCHOOLS. 0 1 189165 339440 BI-MONTHLY AND OTHER PERIODIC MEETINGS - HALF TO FULL-DAY MEETINGS HELD IN PERSON AND/OR VIRTUALLY PROVIDE PRESENTATIONS ON IMPORTANT CURRENT TOPICS, AS WELL AS OPPORTUNITIES FOR DISCUSSION AND ENGAGEMENT WITH OTHER SCHOOL BUSINESS OFFICIALS. THE PRIMARY PURPOSE OF THE MEETINGS IS TO PROMOTE THE ESTABLISHMENT OF THE HIGHEST STANDARDS OF SCHOOL BUSINESS ADMINISTRATION. 201051 86545 ANNUAL INSTITUTE - THREE-DAY CONFERENCE FEATURING RECOGNIZED AUTHORITIES WITH LECTURES AND DISCUSSIONS ON TIMELY TOPICS TO AID PROFESSIONAL DEVELOPMENT. THE ANNUAL INSTITUTE NORMALLY INCLUDES THE ANNUAL MEETING OF THE MEMBERSHIP. 47920 60000 MENTORSHIP - OUR MENTOR AND INDUCTION PROGRAM INCLUDES LICENSE-SEEKING APPRENTICES, INITIALLY-LICENSED MENTEES, AND PROFESSIONALLY-LICENSED SCHOOL BUSINESS ADMINISTRATORS SERVING AS ADVISERS/MENTORS. APPLICATIONS FOR BOTH ROLES ARE CONTINUOUSLY ACCEPTED. 438136 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X THE ORGANIZATION 9784527044 11 GROVE STREET 3RD FLOOR HOPKINTON MA 01748 SAMUEL RIPPIN PRESIDENT 1.00 X X 0 0 0 JOHN SULLIVAN SECRETARY/TREASURER 1.00 X X 0 0 0 DIANE JOHNSON PAST PRESIDENT 1.00 X X 0 0 0 ANDREW O'LEARY DIRECTOR 1.00 X 0 0 0 DANIEL GALE PRESIDENT ELECT 1.00 X X 0 0 0 DAVID COELHO DIRECTOR 1.00 X 0 0 0 MICHAEL MASON DIRECTOR 1.00 X 0 0 0 JAMES MEALEY DIRECTOR 1.00 X 0 0 0 JULIA MARKO DIRECTOR 1.00 X 0 0 0 MICHAEL KNIGHT DIRECTOR 1.00 X 0 0 0 SUSAN BOTTAN VICE PRESIDENT 1.00 X X 0 0 0 MARGARET DRISCOLL EXECUTIVE DIRECTOR 40.00 X 115296 0 0 115296 0 0 1 0 0 0 0 204765 204765 BI-MONTHLY MEETINGS 611430 319490 319490 QUALIFIED SPONSORSHIPS 900099 75350 75350 MENTORSHIP PROGRAM 611430 60000 60000 ANNUAL INSTITUTE 611430 31145 18925 12220 485985 30528 30528 OTHER INCOME 900099 6248 6248 6248 727526 398415 0 124346 120091 96073 24018 118182 61483 56699 18397 12165 6232 24994 24994 34884 34689 195 19626 19626 41984 27887 14097 7200 7200 816 816 250124 205839 44285 4039 4039 640337 438136 202201 0 70457 25627 912141 1045216 2400 3485 10600 13400 5059 5059 0 0 9986 2979 1005584 1090707 29773 41894 7180 0 9986 2979 46939 44873 X 958645 1045834 958645 1045834 1005584 1090707 87189 0 X X 0 1 X 1 0 X 172435 175860 179985 173675 204765 906720 386565 293880 365560 660010 558635 2264650 559000 469740 545545 833685 763400 3171370 14520 13200 15860 15345 12370 71295 0 14520 13200 15860 15345 12370 71295 3100075 30528 30528 30528 30528 13460 9213 6743 22704 6248 58368 572460 478953 552288 856389 800176 3260266 0.95090 0.94960 0.00940 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 13,460. 2020 AMOUNT: $ 9,213. 2021 AMOUNT: $ 6,743. 2022 AMOUNT: $ 22,704. 2023 AMOUNT: $ 6,248. 0 7000 7000 633337 640337 121051 30263 0 0 77894 97273 137662 121051 433880 650820 13375 5500 6500 7000 32375 19474 24318 34416 30263 108471 162707 SCHEDULE C LINE 1 AND 2 1. TAX-PAYER IS NOT PART OF AN AFFILIATED GROUP. 2. FIRST 501(H) ELECTION WAS MADE ON 6/30/18, AND THIS ELECTION WAS NOT REVOKED BEFORE THE TAX YEAR THAT BEGAN IN 2023. 5059 5059 0 0 OPERATING LEASE LIABILITY 2979 2979 X 727526 0 727526 0 727526 640337 0 640337 0 640337 PART X, LINE 2: FINANCIAL STATEMENT FOOTNOTE ON INCOME TAXES: THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS, AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE ORGANIZATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX PROVISIONS UNDER FASB ASC 740, INCOME TAXES, WHICH PROVIDES A FRAMEWORK FOR HOW ENTITIES SHOULD RECOGNIZE, MEASURE, PRESENT, AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR FINANCIAL STATEMENTS. THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS REVIEWED THE ORGANIZATION'S REPORTING AND BELIEVES THEY HAVE NOT TAKEN TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO BE DETERMINED TO BE INCORRECT BY THE IRS AND, THEREFORE, NO ADJUSTMENTS OR DISCLOSURES ARE REQUIRED. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. FORM 990, PART III, LINE 3 NEW MENTORSHIP PROGRAM ADDED IN FY24. FORM 990, PART VI, SECTION A, LINE 6 THE BOARD OF DIRECTORS SHALL HAVE THE AUTHORITY TO DETERMINE MEMBERSHIP CATEGORIES WITHIN TWO TYPES OF MEMBERSHIP: A. VOTING; AND B. NONVOTING. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL BE COMPOSED OF THE FIVE ELECTED OFFICERS (PRESIDENT, PRESIDENT-ELECT,VICE PRESIDENT, IMMEDIATE PAST PRESIDENT, AND SECRETARY-TREASURER), AND SIX OTHER INDIVIDUALS DULY ELECTED BY THE VOTING MEMBERS OF THE ORGANIZATION. THE ELECTION OF DIRECTORS, VICE-PRESIDENT, AND SECRETARY-TREASURER SHALL BE CONDUCTED BY ELECTRONIC BALLOT TO ELIGIBLE VOTING MEMBERS AS DEFINED BY THE BOARD OF DIRECTORS FOR A TWO-WEEK PERIOD PRECEDING THE ANNUAL BUSINESS MEETING. THE DIRECTORS, VICE-PRESIDENT, AND SECRETARY-TREASURER SHALL BE ELECTED BY A PLURALITY OF BALLOTS CAST BY THE MEMBERSHIP. THE PRESIDENT-ELECT SHALL AUTOMATICALLY SUCCEED TO THE OFFICE AFTER HAVING SERVED A ONE-YEAR TERM AS VICE-PRESIDENT, AND THE PRESIDENT SHALL AUTOMATICALLY SUCCEED TO THE OFFICE AFTER HAVING SERVED A ONE-YEAR TERM AS PRESIDENT-ELECT. AFTER HAVING SERVED ONE YEAR, THE PRESIDENT SHALL AUTOMATICALLY SUCCEED TO THE OFFICE OF IMMEDIATE PAST PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR, AS WELL AS THE AUDIT AND FINANCE COMMITTEE, REVIEW AND APPROVE THE FINAL DRAFT OF FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS/DIRECTORS ARE AWARE OF THE POLICY AND ARE REQUIRED TO AVOID ACTIVITIES THAT COULD GIVE RISE TO CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A A REVIEW OF THE PERFORMANCE AND SALARY FOR THE EXECUTIVE DIRECTOR IS CONDUCTED ANNUALLY BY THE BOARD OF DIRECTORS. SUBSTANTIATION OF THE OVERALL APPROVAL CAN BE FOUND IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 MASS. ASSOC. OF SCHOOL BUSINESS OFFICIALS MAKES ALL DOCUMENTS AVAILABLE UPON REQUEST. PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE TO OVERSEE THE AUDIT.