2024-05-15T14:20:20-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2022-07-01 133190694 WESTCHESTER PUTNAM SCHOOL BOARDS ASSOCIATION INC WEST 9143458737 450 MAMARONECK AVENUE 3RD FL HARRISON NY 10528 KAREN BELANGER EXECUTIVE DIRECTOR 9143458737 2024-05-14 1 KAREN BELANGER XXX-XX-XXXX 1 GARRETT M HIGGINS P00543209 9143818900 2024-05-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KAREN BELANGER 450 MAMARONECK AVENUE 3RD FL HARRISON NY 10528 253271 0 X WWW.WPSBA.ORG X 2012 NY SEE SCHEDULE O 16 16 4 16 0 0 198332 205097 31701 33025 25 34 15000 15115 245058 253271 0 0 0 0 202822 208360 0 0 0 36217 38259 239039 246619 6019 6652 122443 139714 6818 17437 115625 122277 X THE MISSION OF THE WESTCHESTER PUTNAM SCHOOL BOARDS ASSOCIATION IS TO PROVIDE LEADERSHIP AND SUPPORT FOR OUR MEMBER DISTRICTS. IN THIS ROLE WPSBA WILL:-PROMOTE EFFECTIVE SCHOOL DISTRICT GOVERNANCE AND BOARD GOVERNANCE THROUGH TRAINING AND EDUCATION.-FACILITATE COMMUNICATION AND THE SHARING OF INFORMATION.-SERVE AS A RESOURCE ON PUBLIC EDUCATION POLICY ISSUES.-ADVOCATE FOR LEGISLATION THAT SUPPORTS PUBLIC EDUCATION.-FOSTER RELATIONSHIPS WITH ORGANIZATIONS THAT SHARE COMMON INTERESTS AND GOALS. 0 0 211581 0 33025 THE WESTCHESTER PUTNAM SCHOOL BOARDS ASSOCIATION (WPSBA) HAS WORKED TO EARN A SOLID REPUTATION AS A REGIONAL LEADER ON ISSUES RELATED TO PUBLIC EDUCATION AND SCHOOL DISTRICT GOVERNANCE. OUR STRONG MEMBERSHIP RECORD (100% OF AREA SCHOOL DISTRICTS ARE MEMBERS) STANDS AS AN INDICATOR OF THE HIGH LEVEL OF SERVICE AND RESOURCE SUPPORT WE PROVIDE. THE WPSBA EXECUTIVE DIRECTOR IS REGULARLY CALLED UPON TO PROMOTE EDUCATION ISSUES AND SPEAK ON BEHALF OF PUBLIC EDUCATION ON PANELS, ROUNDTABLES, AND OTHER PUBLIC FORUMS. OUR PROGRAMS ARE PRIMARILY SUPPORTED THROUGH MEMBERSHIP DUES, AS PROGRAMS ARE EITHER PROVIDED FREE TO MEMBERS, THERE IS A NOMINAL FEE, OR THE FEE COVERS BASIC COSTS FOR AN EVENT. KEY PROGRAM ACTIVITIES IN SUPPORT OF THE WPSBA MISSION STATEMENT INCLUDE:1. PROMOTING EFFECTIVE SCHOOL BOARD SERVICE BY PROVIDING TRAINING, WORKSHOPS AND EVENTS FOR LOCAL SCHOOL BOARD MEMBERS: A. THREE PROGRAMS ON GOVERNANCE AND CURRENT ISSUES FOR SCHOOL BOARDS. B. THREE TRAINING SESSIONS FOR PROSPECTIVE AND NEWLY ELECTED BOARD MEMBERS, AS WELL AS A YEAR-LONG MENTOR PROGRAM FOR NEW SCHOOL BOARD MEMBERS. C. TWO DISTRICT CLERK WORKSHOPS ON ISSUES RELATED TO THEIR BOARD OF EDUCATION DUTIES. 2. PROVIDING A FORUM FOR THE EXCHANGE OF IDEAS AMONG BOARD MEMBERS AND FACILITATING COMMUNICATION AND LEARNING AMONG SCHOOL BOARDS AND EDUCATION PROFESSIONALS: A. ORGANIZE TWO NETWORKING SESSIONS FOR SHARING INFORMATION AND PERSPECTIVES. B. IMPLEMENT WEEKLY (FEBRUARY THROUGH APRIL) SCHOOL DISTRICT SURVEY ON PROPOSED SCHOOL DISTRICT BUDGET AND DISTRIBUTE WEEKLY UPDATED RESULTS TO BOARDS AND ADMINISTRATORS. C. COLLECT AND ANALYZE DATA FROM A VARIETY OF SOURCES; DISTRIBUTE STATE, REGIONAL AND SCHOOL DISTRICT DATA, AS WELL AS ITEMS OF INTEREST TO SCHOOL BOARDS AT MEETINGS, ELECTRONICALLY AND THROUGH POSTING ON THE ASSOCIATION'S WEBSITE.3. SERVING AS A RESOURCE FOR INFORMATION ON PUBLIC EDUCATION, SHARING INFORMATION RELATED TO PUBLIC EDUCATION WITH SCHOOL DISTRICTS, COMMUNITY GROUPS, AGENCIES, LEGISLATORS AND THE PRESS, AND ADVOCATING FOR PUBLIC EDUCATION ISSUES. A. SERVE AS REGIONAL VOICE AND A CONDUIT FOR PROVIDING DATA AND BACKGROUND INFORMATION TO SCHOOL DISTRICTS, LEGISLATORS, COMMUNITY MEMBERS AND THE PRESS ON SCHOOL GOVERNANCE AND PUBLIC EDUCATION ISSUES. REGIONAL DATA AND RELATED INFORMATION ARE DISTRIBUTED AT MEETINGS AND ELECTRONICALLY AND IS POSTED ON WEBSITE. B. GATHER INFORMATION ON THE IMPACT OF FEDERAL AND STATE REQUIREMENTS ON SCHOOL BUDGETS AND OPERATIONS, AND ADVOCATE ON ISSUES THAT AFFECT PUBLIC EDUCATION. REGIONAL DATA AND RELATED INFORMATION ARE DISTRIBUTED AT MEETINGS AND ELECTRONICALLY AND IS POSTED ON WEBSITE. LEGISLATIVE ADVOCACY COMMITTEE MEETINGS ARE HELD PERIODICALLY TO DISCUSS REGIONAL PUBLIC EDUCATION ISSUES AND ADVOCACY. LOCAL MEETINGS AND NY LEGISLATOR FORUM ON REGIONAL PUBLIC EDUCATION ISSUES. C. PUBLISH ANNUAL "FACTS & FIGURE$" BOOK OF MEMBER SCHOOL DISTRICT DATA AND PROFILES. ADVERTISING REVENUE OF $13,400, BOOK SALES OF $60, AND HARD COST EXPENDITURE FOR PUBLICATION AND MAILING OF $5,556.825 BOOKS WERE PUBLISHED FOR DISTRIBUTION TO BOARD MEMBERS, SCHOOL ADMINISTRATORS, LEGISLATORS, AND COMMUNITY GROUPS/MEMBERS. THE PUBLICATION IS ALSO AVAILABLE ONLINE. 211581 1 0 0 0 0 0 0 0 0 0 1 0 0 1 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 0 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X KAREN BELANGER 9143458737 450 MAMARONECK AVENUE HARRISON NY 10528 SCOTT LEVY PRESIDENT 1.00 X X 0 0 0 MARJORIE SCHIFF VICE PRESIDENT 1.00 X X 0 0 0 PATTY NASHELSKY TREASURER 1.00 X X 0 0 0 CAYNE LETIZIA SECRETARY 1.00 X X 0 0 0 TRACY BARON DIRECTOR 0.50 X 0 0 0 ADINA BERRIOS BROOKS DIRECTOR 0.50 X 0 0 0 HEIDI CAMBARERI DIRECTOR 0.50 X 0 0 0 SARAH CARRIER DIRECTOR 0.50 X 0 0 0 BRANWEN MACDONALD DIRECTOR 0.50 X 0 0 0 KELLY MULVOY MANGAN DIRECTOR 0.50 X 0 0 0 BARBARA PARMLY DIRECTOR 0.50 X 0 0 0 EMILY RUBIN PERSONS DIRECTOR 0.50 X 0 0 0 CORINNE ROSA DIRECTOR 0.50 X 0 0 0 LISA TANE DIRECTOR 0.50 X 0 0 0 DEBORAH TAYLOR DIRECTOR 0.50 X 0 0 0 SARAH TORMEY DIRECTOR 0.50 X 0 0 0 KAREN BELANGER EXECUTIVE DIRECTOR 40.00 X 100600 0 2012 100600 0 2012 1 0 0 0 0 205097 205097 TRAINING & WORKSHOPS 900099 19565 19565 PROJECT REVENUE 900099 13460 13460 33025 34 34 ADMINISTRATIVE FEES 900099 15000 15000 MISCELLANEOUS INCOME 900099 115 115 15115 253271 33025 0 15149 104142 93728 10414 83926 74193 9733 1679 1484 195 5040 4536 504 13573 12215 1358 532 479 53 4193 1624 2569 2652 1326 1326 8122 7310 812 4793 1213 3580 2773 2773 2348 627 1721 TRAINING & WORKSHOPS 7290 7290 PUBLICATION EXPENSE 5556 5556 246619 211581 35038 0 9900 12950 102101 105449 4735 4191 2191 2216 21368 20625 3516 743 0 14165 122443 139714 6818 4702 0 12735 6818 17437 X 115625 122277 115625 122277 122443 139714 6652 0 X X 0 1 X 1 0 X 186922 190934 194222 198332 205097 975507 186922 190934 194222 198332 205097 975507 975507 135 109 30 25 34 333 15189 16827 15000 15000 15115 77131 1052971 144019 0.92640 0.92490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATION FEE - 2018 AMOUNT: $ 15,189. 2019 AMOUNT: $ 15,500. 2020 AMOUNT: $ 15,000. 2021 AMOUNT: $ 15,000. 2022 AMOUNT: $ 15,000. MISCELLANEOUS - 2019 AMOUNT: $ 1,327. 2022 AMOUNT: $ 115. 21368 20625 743 743 RIGHT OF USE ASSETS 14165 14165 LEASES PAYABLE 12735 12735 X 253271 0 253271 0 253271 246619 0 246619 0 246619 PART X, LINE 2: THE ASSOCIATION RECOGNIZES THE EFFECTS 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 PERIODS PRIOR TO JUNE 30, 2017. FORM 990, PART I, LINE 1: TO PROVIDE LEADERSHIP & SUPPORT OF OUR MEMBER DISTRICTS THROUGH PROGRAMMING, NETWORKING, DATA SHARING, FACILITATING ADVOCACY AND KEEPING OUR MEMBERS INFORMED ABOUT PUBLIC EDUCATION ISSUES. SINCE ITS FOUNDING IN 1962, THE WESTCHESTER PUTNAM SCHOOL BOARDS ASSOCIATION (WPSBA) HAS SERVED SCHOOL BOARD MEMBERS BY SUPPORTING THEIR ROLE AS EDUCATION LEADERS IN THEIR COMMUNITIES AND THE REGION. BOARD OF EDUCATION MEMBERS ARE UNPAID, ELECTED LOCAL OFFICIALS WHO OVERSEE AND SET POLICY FOR A PUBLIC SCHOOL DISTRICT'S AFFAIRS, PERSONNEL, FINANCES AND PROPERTIES. WPSBA WORKS TO IMPROVE THE EFFECTIVENESS OF SCHOOL BOARDS AND ENHANCES OUR SCHOOL DISTRICTS BY PROVIDING MEMBERS WITH INFORMATIVE PROGRAMS ON EDUCATION, PUBLIC POLICY AND BOARD DEVELOPMENT AS WELL AS TRAINING WORKSHOPS, DATA RESOURCE AND ADVOCACY AND NETWORKING OPPORTUNITIES. TO FURTHER SUPPORT BOARDS OF EDUCATION, WPSBA OFFERS TRAINING, SUPPORT AND NETWORKING FOR DISTRICT CLERKS IN MEMBER DISTRICTS. THE ASSOCIATION ALSO SERVES A KEY ROLE BY COLLABORATING WITH OTHER LOCAL, STATE AND NATIONAL EDUCATIONAL AND CHILD-FOCUSED ORGANIZATIONS. WPSBA IS A MEMBER-DRIVEN 501(C)(3) ORGANIZATION THAT IS FINANCED PRIMARILY THROUGH SCHOOL DISTRICT MEMBERSHIP DUES. SIXTEEN SCHOOL BOARD MEMBERS SERVE ON THE EXECUTIVE BOARD. THE IMMEDIATE PAST PRESIDENT, TWO AREA SUPERINTENDENTS OF SCHOOLS, THE DIRECTOR OF THE WESTCHESTER-EAST PUTNAM REGION PTA, AND THE REGIONAL DIRECTOR FOR THE NEW YORK STATE SCHOOL BOARDS ASSOCIATION (NYSSBA) SERVE AS LIAISONS TO THE WPSBA BOARD. THE DAY-TO-DAY OPERATIONS ARE MANAGED BY THE EXECUTIVE DIRECTOR AND THE COMMUNICATIONS AND OPERATIONS MANAGER. ALL MEMBER SCHOOL BOARDS ARE INVITED TO APPOINT A MEMBER OF THEIR BOARD TO SERVE AS A WPSBA LIAISON AND/OR A LEGISLATIVE ADVOCACY COMMITTEE REPRESENTATIVE. SCHOOL BOARD MEMBERS MAY ALSO PARTICIPATE ON OUR STANDING COMMITTEES. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS ONE CLASS OF MEMBERS. ANY PUBLIC BOARD OF EDUCATION IN WESTCHESTER OR PUTNAM COUNTY, NEW YORK AND MAY BECOME A MEMBER OF THE ASSOCIATION AT ANY TIME BY PAYING THE ASSOCIATION'S SCHEDULED ANNUAL DUES. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE ELECTED AT AN ANNUAL MEETING OF THE ASSOCIATION'S MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B WESTCHESTER PUTNAM SCHOOL BOARD 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. ONCE THE FORM 990 HAS BEEN PREPARED IT IS REVIEWED BY THE EXECUTIVE DIRECTOR. FOLLOWING THEIR REVIEW, IT IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW. IT IS SUBSEQUENTLY PROVIDED TO THE FULL BOARD AND THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT-OF-INTEREST POLICY APPLIES TO ANY DIRECTOR, OFFICER, MEMBER OF A COMMITTEE WITH GOVERNING BOARD DESIGNATED POWERS, OR EMPLOYEE WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST ("INTERESTED PERSON"). EACH DIRECTOR, OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: -HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, -HAS READ AND UNDERSTANDS THE POLICY, - HAS AGREED TO COMPLY WITH THE POLICY, AND -UNDERSTANDS WPSBA IS A NOT-FOR-PROFIT ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. DUTY TO DISCLOSE: IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS: AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMUNITIES WITH BOARD DELEGATED POWERS SHALL CONTAIN: A) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTS. B) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. FORM 990, PART VI, SECTION B, LINE 15A THE WESTCHESTER PUTNAM SCHOOL BOARDS ASSOCIATION (WPSBA) EXECUTIVE COMMITTEE MAKES A RECOMMENDATION TO THE WPSBA BOARD BASED ON THE CPI, ASSOCIATION FINANCES, COMPARABLE POSITION SALARY SURVEY AND THE RESULTS OF EXECUTIVE DIRECTOR EVALUATION. THE BOARD OF DIRECTORS' VOTES ARE RECORDED IN THE MINUTES OF THE MEETING. A SALARY LETTER IS ISSUED EACH YEAR REFLECTING ANY COMPENSATION OR BENEFIT CHANGES. THIS PROCESS WAS LAST CONDUCTED IN FY2023. 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 AVAILABLE ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. THE ASSOCIATION POSTS THE FORM 990, AS WELL AS ITS AUDITED FINANCIAL STATEMENTS ON ITS OWN WEBSITE. IN ADDITION, THE ASSOCIATION'S FORM 990, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART XII, LINE 2C: THE ASSOCIATION'S HAS AN AUDIT COMMITTEE ASSUME THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THE EXECUTIVE BOARD SELECTS THE INDEPENDENT ACCOUNTANT AT THE ANNUAL BOARD MEETING. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.