2025-04-01T09:52:43-05:00 2024-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990 2023-07-01 522206491 THE ASSOCIATION OF BOARDING SCHOOLS ASSO 8282585354 ONE NORTH PACK SQUARE 301 ASHEVILLE NC 28801 SUSAN BALDRIDGE PRESIDENT 8282585354 2025-04-01 1 1 AMANDA ADAMS P00748038 7813562000 2025-04-01 2023 2025-03-06 01:10:19Z SUSAN BALDRIDGE ONE NORTH PACK SQUARE 301 ASHEVILLE NC 28801 3626545 0 X WWW.BOARDINGSCHOOLS.COM X 1999 VA THE TABS MISSION IS TO COUNSEL, CONNECT, AND CHAMPION BOARDING SCHOOLS SO THEY CAN TRANSFORM THE LIVES OF THEIR STUDENTS. 20 19 12 70 0 0 0 0 3344139 3567623 0 10302 218530 48620 3562669 3626545 0 0 0 0 1958390 1685806 0 0 0 1480198 1599484 3438588 3285290 124081 341255 2543500 2449474 1672631 1237350 870869 1212124 X THE TABS MISSION IS TO COUNSEL, CONNECT, AND CHAMPION BOARDING SCHOOLS SO THEY CAN TRANSFORM THE LIVES OF THEIR STUDENTS. 0 0 986123 1220801 THE ASSOCIATION OF BOARDING SCHOOLS ("TABS") IS DEDICATED TO ADVANCING BOARDING SCHOOL EDUCATORS WITH TAILORED WORKSHOPS, WEBINARS, AND AN ANNUAL CONFERENCE, PROVIDING THEM WITH THE LATEST INSIGHTS AND STRATEGIES FOR THEIR ROLES. THE CORNERSTONE OF PROFESSIONAL LEARNING OPPORTUNITIES IS THE ANNUAL CONFERENCE, WHICH DRAWS HUNDREDS OF INDIVIDUALS ACROSS A VARIETY OF ROLES, PROVIDING INSPIRATIONAL KEYNOTE SPEAKERS, INTERACTIVE WORKSHOPS AND PANEL DISCUSSIONS LED BY LEADERS IN OUR MEMBER SCHOOLS, AND VALUABLE NETWORKING OPPORTUNITIES. OTHER KEY IN-PERSON PROFESSIONAL LEARNING OFFERINGS INCLUDE OUR RESIDENTIAL LIFE LEADERSHIP LAB, DEI LEADERSHIP LAB, LEADERSHIP ROUNDTABLE, AND SUMMER INSTITUTES. THESE ARE SUPPLEMENTED BY AN ARRAY OF VIRTUAL WORKSHOPS AND WEBINARS ADDRESSING CRITICAL AND TIMELY ISSUES FOR BOARDING SCHOOLS. 565541 942343 TABS PROVIDED A VARIETY OF MARKETING SUPPORT FOR MEMBER SCHOOLS IN ITS EFFORTS TO REACH FAMILIES CONSIDERING BOARDING SCHOOLS. TO THIS END, THE ORGANIZATION MAINTAINS A WEBSITE, BOARDINGSCHOOLS.COM, WHICH IS THE ESSENTIAL ONLINE RESOURCE FOR INFORMATION ABOUT BOARDING SCHOOLS AND BOARDING SCHOOL LIFE, WITH EXCLUSIVE VIDEO CONTENT, NARRATIVE INSIGHTS ON BOARDING SCHOOLS AND WHAT TO EXPECT, AND GUIDANCE ON SCHOOL SELECTION AND THE APPLICATION PROCESS FOR BOTH PARENTS AND STUDENTS. THE WEBSITE ALSO FEATURES A SCHOOL BROWSER THAT ALLOWS VISITORS TO CONDUCT CUSTOM SEARCHES OF BOARDING SCHOOLS. 436052 726579 TABS ACTIVELY PROMOTES THE VALUE OF BOARDING EDUCATION, CELEBRATING MEMBER ACHIEVEMENTS AND AMPLIFYING THE PROFOUND IMPACT OF BOARDING SCHOOLS, ENHANCING THEIR RECOGNITION WORLDWIDE. MEMBERS GAIN ACCESS TO ESSENTIAL RESOURCES LIKE DATA DASHBOARDS AND MARKETING TOOLS, ALONGSIDE RESEARCH THAT DEMONSTRATES THE BENEFITS OF A BOARDING EDUCATION AND OFFERS STRATEGIC INSIGHTS FOR OPERATIONAL EXCELLENCE. TABS CONDUCTED A LARGE-SCALE STUDY DESIGNED TO DETERMINE THE OUTCOMES ASSOCIATED WITH A BOARDING SCHOOL EDUCATION. THE FINDINGS FROM THIS SURVEY OF NEARLY 10,000 NORTH AMERICAN HIGH SCHOOL STUDENTS AND OVER 1,500 ALUMNI WERE RELEASED TO THE MEMBERSHIP IN A REPORT ENTITLED "THE BOARDING ADVANTAGE, AND SHOWED THAT THE BENEFITS OF BOARDING ARE SIGNIFICANT AND LONG-LASTING. 1987716 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 1 31 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X SUSAN WAYLAND 8282585354 1 NORTH PACK SQUARE STE 301 ASHEVILLE NC 28801 SUSAN BALDRIDGE PRESIDENT 40.00 X X 320512 0 31129 ALEX CURTIS CO-CHAIR 3.00 X X 0 0 0 SUZANNE WALKER-BUCK CO-CHAIR 3.00 X X 0 0 0 INNES VAN NOSTRAND VICE-CHAIR 3.00 X X 0 0 0 CHRISTOPHER SEELEY SECRETARY 3.00 X X 0 0 0 PETER BECKER TRUSTEE 1.00 X 0 0 0 MICHAEL BERGIN TREASURER 3.00 X X 0 0 0 MARGARET BRADLEY TRUSTEE 1.00 X 0 0 0 LINDA CARTER-GRIFFITH TRUSTEE 1.00 X 0 0 0 JILL HUTCHINS TRUSTEE 1.00 X 0 0 0 PAMELA JORDAN TRUSTEE 1.00 X 0 0 0 ED KIDD TRUSTEE 1.00 X 0 0 0 JEFF LEAHY TRUSTEE 1.00 X 0 0 0 ERIKA PRAHL TRUSTEE 1.00 X 0 0 0 LAWRENCE SAMPLETON TRUSTEE 1.00 X 0 0 0 JODY REILLY SOJA TRUSTEE 1.00 X 0 0 0 SEAN ATKINS TRUSTEE 3.00 X 0 0 0 BRENT BELL TRUSTEE 3.00 X 0 0 0 JOY MCGRATH TRUSTEE 1.00 X 0 0 0 SANDI PIERCE TRUSTEE 1.00 X 0 0 0 BRETT FUHRMAN VP, FINANCE & OPERATIONS 40.00 X 130059 0 16668 SUSAN WAYLAND CFO 12.50 X 0 0 0 EMILY BREITE SR. VP, MEMBER LEARNING & ENGAGEMENT 40.00 X 195074 0 30242 MICHAEL SHAVER VP,MARKETING & INFORMATION MGMT. 40.00 X 161500 0 26055 DANIEL GENTLE ASSOCIATE VP, SPONSOR RELATIONS & DEVELOPMENT 40.00 X 124719 0 30485 931864 0 134579 5 0 1 0 0 MEMBERSHIP DUES 900099 1668922 1668922 EVENT REGISTRATIONS 900099 1220801 1220801 SPONSORSHIP SUPPORT 900099 677900 677900 3567623 10302 10302 48620 48620 48620 3626545 2889723 0 736822 X 645438 489204 156234 115662 115662 631292 467745 163547 62449 42122 20327 154168 51068 103100 76797 59510 17287 31952 31952 196057 196057 631759 501471 130288 52520 36403 16117 71257 58578 12679 142272 25862 116410 111460 91650 19810 234693 158018 76675 9417 9417 13323 2609 10714 PROFESSIONAL MEMBERSHIP 11168 1754 9414 93606 1722 91884 3285290 1987716 1297574 0 2031057 1871950 359969 2292 460 62773 172849 100143 100143 2627 0 402645 0 869 0 41237 44246 2543500 2449474 112559 154908 1534455 1082442 25617 0 1672631 1237350 X 870869 1212124 870869 1212124 2543500 2449474 341255 0 X 0 1 X 1 0 X 396603 541111 937714 4545738 2585224 2065010 2737789 2889723 14823484 541482 342565 493862 606350 677900 2662159 5087220 3324392 3099983 3344139 3567623 18423357 17000 17000 203837 203837 17000 203837 220837 18202520 18098 10302 28400 18098 10302 28400 86032 86032 6075 8023 10869 23530 44216 92713 5197425 3332415 3110852 3367669 3622141 18630502 0.97700 0.98860 0.00150 0.00330 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 6,075. 2020 AMOUNT: $ 8,023. 2021 AMOUNT: $ 10,869. 2022 AMOUNT: $ 23,530. 2023 AMOUNT: $ 44,216. 5260 5260 0 94883 94883 0 0 X PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC 740, INCOME TAXES. THE TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT JUNE 30, 2024 AND 2023, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES RECRUITMENT FAIRS 93356 SOUTH AMERICA 0 0 PROGRAM SERVICES RECRUITMENT FAIRS 43312 0 0 0 0 0 0 136668 0 136668 0 0 0 0 0 0 PART I, LINE 3: THE AMOUNTS REPORTED IN PART I WERE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING. X X X X 0 0 0 0 0 0 0 1 0 SUSAN BALDRIDGE PRESIDENT 293512 0 27000 0 0 0 16047 0 15082 0 351641 0 0 0 EMILY BREITE SR. VP, MEMBER LEARNING & ENGAGEMENT 184574 0 10500 0 0 0 9844 0 20398 0 225316 0 0 0 MICHAEL SHAVER VP,MARKETING & INFORMATION MGMT. 159500 0 2000 0 0 0 8065 0 17990 0 187555 0 0 0 DANIEL GENTLE ASSOCIATE VP, SPONSOR RELATIONS & DE 115019 0 9700 0 0 0 6602 0 23883 0 155204 0 0 0 PART I, LINE 7 BONUS AMOUNTS ARE DISCRETIONARY AND DECIDED UPON BY THE PRESIDENT OF TABS. THE BONUS OF THE PRESIDENT IS DETERMINED BY THE BOARD OF TRUSTEES. STRATEGIC FINANCE ADVISORY LLC ORGANIZATION OWNED BY OFFICER 115662 CFO SERVICES 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS COMPILED IN DRAFT FORM AND SUBMITTED TO THE VICE PRESIDENT, FINANCE AND OPERATIONS FOR INITIAL REVIEW AND COMMENT PERIOD. ONCE REVIEWED IT IS PROVIDED TO THE PRESIDENT FOR REVIEW AND COMMENT. ONCE IT IS APPROVED INTERNALLY, IT IS PROVIDED TO THE FULL BOARD OF DIRECTORS AND SCHEDULED ON THE AGENDA OF THE AUDIT COMMITTEE FOR REVIEW, DISCUSSION AND APPROVAL. ONCE APPROVED IN FINAL FORM BY THE AUDIT COMMITTEE IT IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL ACTUAL AND POTENTIAL CONFLICTS OF INTEREST SHALL BE DISCLOSED BY BOARD MEMBERS TO THE TABS EXECUTIVE COMMITTEE THROUGH THE ANNUAL DISCLOSURE FORM AND/OR WHENEVER A CONFLICT ARISES. THE DISINTERESTED MEMBERS OF THE TABS EXECUTIVE COMMITTEE SHALL MAKE A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION IS APPROPRIATE (IF ANY). THE TABS EXECUTIVE COMMITTEE SHALL INFORM THE BOARD OF SUCH DETERMINATION AND ACTION. THE BOARD SHALL RETAIN THE RIGHT TO MODIFY OR REVERSE SUCH DETERMINATION AND ACTION AND SHALL RETAIN THE ULTIMATE ENFORCEMENT AUTHORITY WITH RESPECT TO THE INTERPRETATION AND APPLICATION OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY OF THE PRESIDENT OF THE ORGANIZATION IS SET IN LIGHT OF COMPARABILITY DATA, ESTABLISHED THROUGH WRITTEN CONTRACT, AND APPROVED BY THE FULL BOARD IN EXECUTIVE SESSION. OTHER EMPLOYEES WORK UNDER ANNUAL CONTRACTS AT THE PLEASURE OF THE PRESIDENT. THE PRESIDENT ESTABLISHES THEIR COMPENSATION ON THE BASIS OF THE PREVAILING MARKET AND INDIVIDUAL JOB PERFORMANCE. THE PRESIDENT'S COMPENSATION WAS LAST REVIEWED IN JUNE 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE OR BY MAIL, FAX, OR EMAIL REQUEST. FORM 990, PART IX, LINE 11G OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 422,820. MANAGEMENT AND GENERAL EXPENSES 130,288. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 553,108. HONORARIA: PROGRAM SERVICE EXPENSES 78,651. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,651. 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