2024-05-13T15:00:16-05:00 2023-06-30 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2022-07-01 882226986 CONSORTIUM OF STATE SCHOOL BOARDS ASSOCIATIONS INC CONS 4474483076 4200 CONESTOGA DRIVE 102 SPRINGFIELD IL 62711 DEBORAH DEBB OLIVER CHIEF OPERATING OFFICER 4474483076 2024-05-13 1 DEBORAH DEBB OLIVER 999009999 0 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X THOMAS BERTRAND 4200 CONESTOGA DRIVE 102 SPRINGFIELD IL 62711 1818552 0 X WWW.COSSBA.ORG X 2022 NC A NON-PARTISAN, NATIONAL ALLIANCE DEDICATED TO SHARING RESOURCES AND INFORMATION TO SUPPORT, PROMOTE AND STRENGTHEN STATE SCHOOL BOARDS ASSOCIATIONS. 18 18 0 49 0 0 492423 0 0 1818552 0 0 0 0 492423 1818552 0 0 0 0 0 157667 0 0 0 38457 1392202 38457 1549869 453966 268683 967297 1894303 513331 1171654 453966 722649 X THE CORE PURPOSE OF THE CONSORTIUM IS TO FORM, SERVE, AND EMPOWER A NATIONAL, NON-PARTISAN ALLIANCE OF STATE SCHOOL BOARDS ASSOCIATIONS THAT ARE DEDICATED TO ENSURING PUBLIC SCHOOL BOARD LEADERS OBTAIN HIGH QUALITY TRAINING AND SUPPORT IN ORDER TO PROVIDE EXCELLENT AND EQUITABLE PUBLIC EDUCATION IN LOCAL COMMUNITIES THROUGHOUT THE NATION. 0 0 1399827 1818552 BOARD DEVELOPMENT - COSSBA IS A NON-PARTISAN, NATIONAL ALLIANCE DEDICATED TO SHARING RESOURCES AND INFORMATION TO SUPPORT, PROMOTE AND STRENGTHEN STATE SCHOOL BOARDS ASSOCIATIONS AS THEY SERVE THEIR LOCAL SCHOOL DISTRICTS AND BOARD MEMBERS. COSSBA FOCUSES ON PROVIDING THE FOLLOWING: SUPPORT FOR THE WORK OF STATE SCHOOL BOARDS ASSOCIATIONS THROUGH EFFECTIVE STAFF COLLABORATION, NETWORKING, AND SHARED RESOURCES. THIS SUPPORT INCLUDES BOTH IN-PERSON AND VIRTUAL PROGRAMMING AND EVENTS AIMED AT IMPROVING NON-PROFIT GOVERNANCE AND PROVIDING TIMELY AND RELEVANT INFORMATION TO LOCAL SCHOOL BOARD MEMBERS AND STATE ASSOCIATION LEADERSHIP; NETWORKING OPPORTUNITIES FOR LOCAL SCHOOL BOARD MEMBERS AND ASSOCIATION BOARD MEMBERS TO ENHANCE THEIR EFFECTIVENESS THROUGH IN-PERSON AND VIRTUAL PROGRAMMING AND EVENTS; TRACKING AND SHARING FEDERAL EDUCATION ISSUES, POLICIES, AND JUDICIAL DECISIONS THAT IMPACT LOCAL SCHOOL BOARDS AND THE WORK OF STATE ASSOCIATIONS; AND A SHARED RESOURCES LIBRARY TO SUPPORT THE WORK OF THE STATE ASSOCIATIONS AND LOCAL SCHOOL BOARDS. 1399827 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 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 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X DEBORAH DEBB OLIVER 4474483076 4200 CONESTOGA DR STE 102 SPRINGFIELD IL 62711 KATHY SWOPE TRANSITION DIRECTOR (TO JAN '23) 40.00 X 95000 0 0 EGE CORDELL CHAIR 1.00 X X 0 0 0 THOMAS BERTRAND CO-CHAIR (TO JAN '23) 1.00 X X 0 0 0 SIMON KAMPWERTH JR PAST CHAIR 1.00 X X 0 0 0 VERNON TRAVIS CHAIR-ELECT (FROM JAN '23) 1.00 X X 0 0 0 DEBORAH DEBB OLIVER TRANSITION MANAGER 20.00 X 0 0 0 WILLIAM CAMPBELL DIRECTOR 1.00 X 0 0 0 BARRETT M CHRISTINA DIRECTOR (TO JAN '23) 1.00 X 0 0 0 LINDA DAUGHERTY DIRECTOR (TO JAN '23) 1.00 X 0 0 0 JAMIE DEVINE DIRECTOR (TO JAN '23) 1.00 X 0 0 0 ROSE DOMINGUEZ DIRECTOR (FROM JAN '23) 1.00 X 0 0 0 LUCY EDWARDS DIRECTOR (TO JAN '23) 1.00 X 0 0 0 BRIAN FARMER DIRECTOR (TO JAN '23) 1.00 X 0 0 0 KEYS FILLAUER DIRECTOR (TO JAN '23) 1.00 X 0 0 0 DR TAMMY GRISSOM DIRECTOR 1.00 X 0 0 0 ROBERT HEARD DIRECTOR 1.00 X 0 0 0 DAVID HEIN DIRECTOR 1.00 X 0 0 0 RON HOPKINS DIRECTOR (TO JAN '23) 1.00 X 0 0 0 STEVE HYER DIRECTOR (TO JAN '23) 1.00 X 0 0 0 DENOTRIS JACKSON DIRECTOR (TO JAN '23) 1.00 X 0 0 0 HOLLY KENNEDY DIRECTOR (FROM JAN '23) 1.00 X 0 0 0 LINDA LEIDING DIRECTOR 1.00 X 0 0 0 RICK LEWIS DIRECTOR (TO JAN '23) 1.00 X 0 0 0 CECIL LIZANA DIRECTOR 1.00 X 0 0 0 MELVIN LODGE DIRECTOR (TO JAN '23) 1.00 X 0 0 0 NATHAN MAINS DIRECTOR 1.00 X 0 0 0 TEDDY MARTIN II DIRECTOR (TO JAN '23) 1.00 X 0 0 0 LANCE L MELTON DIRECTOR (TO JAN '23) 1.00 X 0 0 0 ANDREA MESSINA DIRECTOR (TO JAN '23) 1.00 X 0 0 0 RONNIE OWENS DIRECTOR (TO JAN '23) 1.00 X 0 0 0 DAVONNA PAGE DIRECTOR (TO JAN '23) 1.00 X 0 0 0 GINA PATTERSON DIRECTOR (TO JAN '23) 1.00 X 0 0 0 JANET POPE DIRECTOR (TO JAN '23) 1.00 X 0 0 0 SCOTT PRICE DIRECTOR (TO JAN '23) 1.00 X 0 0 0 TONY PROTHRO DIRECTOR (TO JAN '23) 1.00 X 0 0 0 MELISSA RANDOL DIRECTOR (TO JAN '23) 1.00 X 0 0 0 ANNE RITTER DIRECTOR (TO JAN '23) 1.00 X 0 0 0 KERRI SCHELLING DIRECTOR 1.00 X 0 0 0 KIRK SCHNEIDAWIND DIRECTOR (TO JAN '23) 1.00 X 0 0 0 BEVERLY SLOUGH DIRECTOR (TO JAN '23) 1.00 X 0 0 0 SALLY SMITH DIRECTOR (TO JAN '23) 1.00 X 0 0 0 TERRY SPRADLIN DIRECTOR (TO JAN '23) 1.00 X 0 0 0 DR ROBERT STWALLEY DIRECTOR 1.00 X 0 0 0 MISTY SWANSON DIRECTOR 1.00 X 0 0 0 SCOTT WALTER DIRECTOR 1.00 X 0 0 0 NICHOLE WEYER DIRECTOR 1.00 X 0 0 0 VALARIE WILSON DIRECTOR (TO JAN '23) 1.00 X 0 0 0 LEANNE WINNER DIRECTOR (TO JAN '23) 1.00 X 0 0 0 DAVID WOODARD DIRECTOR (FROM JAN '23) 1.00 X 0 0 0 DON WOTRUBA DIRECTOR (TO JAN '23) 1.00 X 0 0 0 95000 0 0 0 0 0 0 0 REGISTRATIONS 900099 1009560 1009560 MEMBER DUES 900099 708992 708992 SPONSORSHIPS 900099 100000 100000 1818552 1818552 1718552 0 100000 X 157667 108358 49309 3371 3215 156 27400 19269 8131 8250 5670 2580 223952 153913 70039 383 328 55 89000 76567 12433 11286 10532 754 1016269 1014289 1980 8934 7686 1248 3357 3357 1549869 1399827 150042 0 954671 1819024 12626 0 0 75279 967297 1894303 0 44054 513331 1127600 513331 1171654 X 453966 722649 453966 722649 967297 1894303 268683 0 X 0 1 X 1 0 X 492423 492423 1818552 1818552 492423 1818552 2310975 0 0 0 2310975 492423 1818552 2310975 X PART III, SHORT YEAR EXPLANATION: DUE TO THE SHORT PERIOD INITIAL RETURN COLUMN (D) REPRESENTS THE SHORT YEAR ENDING JUNE 30 2022; COLUMN (E) REPRESENTS THE FULL YEAR ENDING JUNE 30, 2023. 0 0 0 0 0 0 1 8250 0 0 8250 0 0 X 2310975 492423 492423 1818552 0 1818552 1588326 38457 38457 1549869 0 1549869 PART X, LINE 2: COSSBA CONSIDERS UNCERTAIN TAX POSITIONS DURING THE PREPARATION OF ITS FINANCIAL STATEMENTS, AND MANAGEMENT BELIEVES NO UNCERTAIN TAX POSITIONS EXIST AS OF JUNE 30, 2023. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR FEDERAL OR STATE INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE RECOGNIZED ON PRIOR SHORT YEAR FORM 990 492,423. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE RECOGNIZED ON PRIOR SHORT YEAR FORM 990 38,457. FORM 990, PART VI, SECTION A, LINE 3 THE NORTH CAROLINA SCHOOL BOARDS ASSOCIATION PROVIDED MANAGEMENT AND ADMINISTRATIVE SERVICES TO THE ORGANIZATION. LEANNE WINNER, A DIRECTOR OF THE ORGANIZATION, IS AN EMPLOYEE OF THE NORTH CAROLINA SCHOOL BOARDS ASSOCIATION. THE CONSORTIUM HAS BEGUN TO INDEPENDENTLY PERFORM THESE ACTIVITIES AND HAS CEASED UTILIZING A MANAGEMENT COMPANY. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE CONSORTIUM ARE COMPRISED OF REPRESENTATIVES OF THE CURRENT MEMBER STATE SCHOOL BOARDS ASSOCIATIONS. STATE SCHOOL BOARDS ASSOCIATIONS WHOSE CONSORTIUM MEMBERSHIP DUES ARE CURRENT AND IN GOOD STANDING ARE MEMBER STATES. FORM 990, PART VI, SECTION A, LINE 7A PRIOR TO JANUARY 1, 2023, THE BOARD'S AFFAIRS WERE GOVERNED BY A THE TRANSITION STEERING COMMITTEE (TSC), WHICH CONSISTS OF TWO REPRESENTATIVES FROM EACH FOUNDING MEMBER. THE BOARD OF DIRECTORS ARE SUBSEQUENTLY APPOINTED BY THE MEMBERS ON A ROTATING BASIS. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS ARE SUBJECT TO APPROVAL BY THE MEMBERS OF THE CONSORTIUM ACTING THROUGH A MEMBER MEETING: 1. ANY AMENDMENT TO THE ARTICLES OF INCORPORATION OR THE BYLAWS. 2. ANY CHANGE IN THE RIGHTS, PRIVILEGES, OR PREFERENCES OF MEMBERS EXCEPT AS OTHERWISE SET FORTH HEREIN FOR BUSINESS AFFILIATIONS. 3. ADOPTION, DELETION, AND AMENDMENT OF RESOLUTIONS AND POSITION STATEMENTS. 4. ANY DETERMINATION TO DISSOLVE THE CONSORTIUM. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, THE BOARD OF DIRECTORS AND EMPLOYEES MUST ACKNOWLEDGE THROUGH SIGNATURE THE CONFLICT OF INTEREST POLICY. WHEN POTENTIAL CONFLICTS ARISE, THE BOARD, OR SUBCOMMITTE THEREOF, WILL INVESTIGATE AND TAKE APPROPRIATE ACTION AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15A KATHY SWOPE AND DEBORAH "DEBB" OLIVER'S COMPENSATION WAS APPROVED BY THE TRANSITION STEERING COMMITEE/BOARD OF DIRECTORS, UTILIZING COMPARABILITY DATA FOR SIMILAR POSITIONS WITH LIKE ORGANIZATIONS, AND THE APPROVAL WAS APPROPRIATELY DOCUMENTED WITHIN THE RECORDS OF THE TRANISITION STEERING COMMITEE/BOARD OF DIRECTORS. NO OTHER OFFICERS RECEIVED COMPENSATION DURING THE APPLICABLE PERIODS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND TAX FORMS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 98,967. MANAGEMENT AND GENERAL EXPENSES 45,035. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 144,002. OTHER CONTRACTORS: PROGRAM SERVICE EXPENSES 54,946. MANAGEMENT AND GENERAL EXPENSES 25,004. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,950.