2025-10-30T13:14:25-05:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-07-01 222012838 NEW JERSEY ASSOCIATION OF INDEPENDENT SCHOOLS NEWJ 9087196048 90 WASHINGTON VALLEY ROAD BEDMINSTER NJ 07921 KEVIN RUTH EXECUTIVE DIRECTOR 9087196048 2025-10-30 1 1 MELISSA MODELSON P01603524 9143818900 2025-10-30 2024 2025-03-06 01:10:19Z X KEVIN RUTH 90 WASHINGTON VALLEY ROAD BEDMINSTER NJ 07921 1170556 0 X WWW.NJAIS.ORG X 1960 NJ THE NEW JERSEY ASSOCIATION OF INDEPENDENT SCHOOLS (NJAIS) IS A NON-PROFIT, VOLUNTARY MEMBERSHIP ASSOCIATION WHOSE MISSION IS TO FOSTER EDUCATIONAL, ETHICAL, AND PROFESSIONAL EXCELLENCE OF ITS MEMBER SCHOOLS WHILE SAFEGUARDING THEIR INDEPENDENCE. 17 17 6 81 0 0 100600 134500 1005778 970795 50462 65261 31624 0 1188464 1170556 0 0 0 0 744956 721851 0 0 114514 325859 260029 1070815 981880 117649 188676 1716022 1898654 411711 433767 1304311 1464887 X THE NEW JERSEY ASSOCIATION OF INDEPENDENT SCHOOLS (NJAIS) PROMOTES AND SUPPORTS EDUCATIONAL, ETHICAL, AND PROFESSIONAL EXCELLENCE IN ITS MEMBER SCHOOLS, WHILE SAFEGUARDING THEIR INDEPENDENCE AND FOSTERING COURAGEOUS CHANGE. 0 0 556165 0 970795 NJAIS FULFILLS ITS MISSION BY:1. ADMINISTERING A COMPREHENSIVE STANDARDS-BASED ACCREDITATION PROGRAM THAT INSPIRES DEEP REFLECTION AND CONTINUOUS SCHOOL IMPROVEMENT.2. PROVIDING PURPOSEFUL AND RESPONSIVE PROFESSIONAL DEVELOPMENT EXPERIENCES AND LEADERSHIP OPPORTUNITIES FOR TEACHERS, ADMINISTRATORS, STAFF, AND TRUSTEES.3. BUILDING COLLEGIAL RELATIONSHIPS, FACILITATING THE EXCHANGE OF IDEAS, AND FORECASTING CHANGES TO THE INDEPENDENT SCHOOL LANDSCAPE.4. REPRESENTING THE INTERESTS OF MEMBER SCHOOLS AT THE LOCAL, STATE, AND FEDERAL LEVELS.5. PROMOTING THE PUBLIC UNDERSTANDING OF AND RESPECT FOR NJAIS SCHOOLS.6. STRIVING TO BRING A COMPELLING AND COMPASSIONATE VOICE TO STATEWIDE, NATIONAL, AND GLOBAL CONVERSATIONS ABOUT EDUCATION AND ADVOCATING FOR THE CONTINUED IMPROVEMENT OF LEARNING ENVIRONMENTS FOR ALL STUDENTS, BOTH IN NJAIS SCHOOLS AND IN THE WIDER COMMUNITY. 556165 1 1 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 6 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 0 0 NJ X KEVIN RUTH 9087196048 90 WASHINGTON VALLEY ROAD BEDMINSTER NJ 07921 ANDY DELINSKY VICE PRESIDENT 1.00 X X 0 0 0 HEATHER HOERLE SECRETARY 1.00 X X 0 0 0 OLAF WECKESSER TREASURER 1.00 X X 0 0 0 SERGIO ALATI TRUSTEE 1.00 X 0 0 0 ROB CONNOR TRUSTEE 1.00 X 0 0 0 PETER CURRAN TRUSTEE 1.00 X 0 0 0 NIGEL FURLONGE TRUSTEE 1.00 X 0 0 0 SR LISA GAMBACORTO TRUSTEE 1.00 X 0 0 0 KHRISTINA GONZALEZ TRUSTEE 1.00 X 0 0 0 JOHN GRIFFITH TRUSTEE 1.00 X 0 0 0 JENNIFER LANDIS TRUSTEE 1.00 X 0 0 0 DAVID LOWRY TRUSTEE 1.00 X 0 0 0 STEVE LOY TRUSTEE 1.00 X 0 0 0 DOUG LYONS TRUSTEE 1.00 X 0 0 0 RABBI DANIEL NEVINS TRUSTEE 1.00 X 0 0 0 AMY ZIEBARTH TRUSTEE 1.00 X 0 0 0 KEVIN J RUTH EXECUTIVE DIRECTOR, AS OF 7/1/2024 60.00 X 151992 0 24408 JENNIFER GALAMBOS PRESIDENT 2.00 X 0 0 0 RACHEL FOLAN DIRECTOR OF PROFESSIONAL DEVELOPMENT 60.00 X 110959 0 8322 CAROLE J EVERETT FORMER EXECUTIVE DIRECTOR 0.00 X 167547 0 20106 430498 0 52836 3 1 1 0 0 134500 134500 MEMBERSHIP DUES 900099 553256 553256 WORKSHOP & CONFERENCES 611430 400039 400039 ACCREDITATION FEES 900099 17500 17500 970795 65261 65261 1170556 970795 0 65261 325419 169245 106863 49311 4000 4000 307213 159780 100827 46606 23727 12338 7830 3559 4213 2191 1390 632 57279 29636 19192 8451 12078 12078 19978 19978 10039 10039 18498 8028 7421 3049 1861 1133 566 162 35230 21102 14116 12 3354 2545 576 233 105328 103861 242 1225 1889 1889 10724 4866 5334 524 STAFF DEVELOPMENT 39354 35551 3053 750 MISC OPERATING EXPENSES 1371 1371 BAD DEBT EXPENSE 325 325 981880 556165 311201 114514 1128551 1318881 39300 22884 3906 16092 30500 1889 0 28611 489193 456893 55072 55293 1716022 1898654 2771 3841 358220 380181 50720 49745 411711 433767 X 1304311 1464887 0 0 1304311 1464887 1716022 1898654 X 188676 10040 -38140 X X 0 1 X 1 0 X 204832 177359 86900 100600 134500 704191 827365 923431 980891 1005778 970795 4708260 1032197 1100790 1067791 1106378 1105295 5412451 0 164090 146608 214868 190567 131197 847330 164090 146608 214868 190567 131197 847330 4565121 3567 7679 18642 50462 65261 145611 3567 7679 18642 50462 65261 145611 6708 4121 31624 42453 1035764 1115177 1090554 1188464 1170556 5600515 0.81510 0.83180 0.02600 0.01790 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 6,708. 2022 AMOUNT: $ 4,121. 2023 AMOUNT: $ 31,624. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30500 1889 28611 28611 LEASE LIABILITY 49745 49745 X 1180596 10040 10040 1170556 0 1170556 981880 0 981880 0 981880 PART X, LINE 2: THE ASSOCIATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ASSOCIATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ASSOCIATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO JUNE 30, 2022. X X X 0 0 0 0 0 0 0 1 0 CAROLE J EVERETT FORMER EXECUTIVE DIRECTOR 157547 0 10000 0 0 0 20106 0 0 0 187653 0 0 0 KEVIN J RUTH EXECUTIVE DIRECTOR, AS OF 7/1/2024 151992 0 0 0 0 0 8400 0 16008 0 176400 0 0 0 PART I, LINE 7 THE EXECUTIVE DIRECTOR INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2024, WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION'S MEMBERS ARE COMPRISED OF MEMBER SCHOOLS. THE HEAD OF SCHOOL FOR EACH SCHOOL IS DESIGNATED AS THE VOTING REPRESENTATIVE FOR THE SCHOOL. FORM 990, PART VI, SECTION A, LINE 7A AT THE ANNUAL MEETING, MEMBERS VOTE TO ELECT THE TRUSTEES AND OFFICERS FROM A SLATE OF NOMINEES PUT-FORTH BY THE COMMITTEE ON TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B AT THE ANNUAL MEETING, THE MEMBERS VOTE ON WHETHER TO ELECT THE NOMINATING COMMITTEE'S SLATE OF NOMINEES TO SERVE AS TRUSTEES AND OFFICERS. A MAJORITY VOTE OF THE VOTING MEMBER SCHOOLS IN ATTENDANCE IS REQUIRED TO APPROVE THE SLATE. IN ADDITION, THE FOLLOWING MATTERS SHALL REQUIRE AN AFFIRMATIVE WRITTEN TWO-THIRDS VOTE OF ALL VOTING MEMBERS: -DISSOLUTION -MERGER OR CONSOLIDATION -CHANGE IN THE ASSOCIATION'S PURPOSE OR MISSION STATEMENT -AMENDMENTS TO BYLAWS FOR ALL OTHER MATTERS, A MOTION AT ANY MEMBERSHIP MEETING SHALL PASS BY A PLURALITY OF THE VOTING MEMBER SCHOOLS IN ATTENDANCE. FORM 990, PART VI, SECTION B, LINE 11B THE ASSOCIATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT, AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT, AND PRESENTED, TO THE BOARD FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS MUST EXERCISE THE UTMOST GOOD FAITH IN ALL TRANSACTIONS INVOLVING NJAIS AND/OR INVOLVING THEIR OBLIGATIONS OR DUTIES FOR OR ON BEHALF OF NJAIS, ITS PROPERTY, ACTIVITIES, AND MEMBERSHIP. IN THEIR DEALINGS WITH AND ON BEHALF OF NJAIS, THEY ARE HELD TO A STRICT RULE OF HONEST AND FAIR DEALING AMONG THEMSELVES, OTHER SCHOOLS OR ORGANIZATION WITH WHICH THEY MAY BE AFFILIATED, AND NJAIS. THEY SHALL NOT USE THEIR POSITION ON THE NJAIS BOARD, SO THAT A CONFLICT OF INTEREST MIGHT ARISE BETWEEN THE ORGANIZATION'S BEST INTERESTS OF ANY INDIVIDUAL BOARD MEMBER, OR THE INTERESTS OF ANY SCHOOL OR OTHER ORGANIZATION WITH WHICH THE BOARD MEMBER MAY BE AFFILIATED. ANNUALLY, ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE AN ANNUAL DISCLOSURE STATEMENT AND SIGN A CONFLICT OF INTEREST STATEMENT. A CONFLICT OF INTEREST MAY ARISE IN CERTAIN SITUATIONS. HOWEVER, SPECIFICALLY WITHOUT LIMITATION EACH MEMBER OF THE NJAIS BOARD OF TRUSTEES AGREES THAT ONE SITUATION WHERE A CONFLICT CLEARLY ARISES IS IN ANY SITUATION IN WHICH A BOARD MEMBER (AND HIS OR HER IMMEDIATE FAMILY) IS INVOLVED WITH AN ACTIVITY THAT COULD ADVERSELY AFFECT HIS OR HER JUDGMENT WITH RESPECT TO THE BUSINESS OR INTEREST OF NJAIS. THE ORIGINS OF SUCH A CONFLICT WOULD BE PERSONAL IN NATURE, OR ARISE THOUGH THE BOARD MEMBER'S ASSOCIATION WITH A SCHOOL OR ORGANIZATION. WHEN SUCH A CONFLICT, OR THE APPEARANCE OF SUCH A CONFLICT, ARISES: -THE BOARD MEMBER WITH THE CONFLICT IS EXPECTED TO DISCLOSE THE EXISTENCE OF THE CONFLICT, SAID DISCLOSURE TO BE EITHER IN WRITING OR REJECTED IN THE MINUTES OF A BOARD MEETING. -IF THE CHAIR OF THE BOARD DETERMINES THAT A CONFLICT EXISTS, THE BOARD MEMBER IS ALSO EXPECTED TO REFRAIN FROM BEING PRESENT OR PARTICIPATING IN ANY DELIBERATIONS, DECISIONS, OR VOTES RELATED TO THE MATTER WHICH CREATED THE CONFLICT. -IF A BOARD MEMBER IS IN DOUBT AS TO WHETHER A CONFLICT EXISTS, BUT AWARE OF THE APPEARANCE OF A POSSIBLE CONFLICT, THE BOARD MEMBER SHOULD RESOLVE THE UNCERTAINTY IN FAVOR OF THE EXISTENCE OF A CONFLICT. -IF A BOARD MEMBER IS UNABLE TO DETERMINE WHETHER A CONFLICT (OR THE APPEARANCE OF A CONFLICT) EXISTS, HE OR SHE SHOULD ASK THE BOARD CHAIR TO MAKE THAT DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE INCLUDES THE ASSOCIATION'S BOARD PRESIDENT, WHO SERVES AS THE CHAIR OF THE COMMITTEE, AND THE TREASURER, PLUS TWO ADDITIONAL MEMBERS OF THE BOARD OF TRUSTEES AS SELECTED BY THE PRESIDENT. THE COMPENSATION COMMITTEE RECOMMENDS TO THE BOARD OF TRUSTEES EACH YEAR'S COMPENSATION AND BENEFITS FOR THE EXECUTIVE DIRECTOR BASED ON A REVIEW OF COMPARABLE DATA FROM OTHER SIMILAR-SIZED ORGANIZATIONS. THE APPROVED COMPENSATION IS DOCUMENTED IN THE EMPLOYEE CONTRACT. THIS PROCESS WAS LAST DONE IN APRIL 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART XI, LINE 9: LEASE TERMINATION -38,140.