2025-04-15T12:43:21-05:00 2024-06-30 471352305 O'CONNELL & COMPANY LLC 240 GIBRALTAR ROAD SUITE 260 HORSHAM PA 19044 990 2023-07-01 232786118 MIDDLE STATES ASSOCIATION OF COLLEGES AND SCHOOLS MIDD 2672845000 3819-33 CHESTNUT STREET SUITE 310 PHILADELPHIA PA 191043171 ALEXIS TORRES TREASURER 2672845000 2025-04-15 1 0 TERENCE M O'CONNELL CPA P01436232 2158874425 2025-04-15 2023 2025-03-06 01:10:19Z CHRISTIAN TALBOT 3819-33 CHESTNUT STREET SUITE 310 PHILADELPHIA PA 191043171 3603207 0 X WWW.MIDDLESTATES.ORG X 1887 PA THE PURPOSE OF THE ASSOCIATION IS TO ENCOURAGE, ASSIST, AND SUSTAIN THE QUALITY AND INTEGRITY OF EDUCATION, EVALUATE AND ACCREDIT EDUCATIONAL INSTITUTIONS, ASSIST MEMBERS AND CANDIDATES IN CARRYING OUT THEIR EDUCATIONAL GOALS, AND ADVANCE EDUCATION THROUGH COOPERATION WITH APPROPRIATE AGENCIES AND ORGANIZATIONS. 6 6 29 750 0 0 297859 0 3065454 3425974 97317 90427 0 86806 3460630 3603207 0 0 0 0 2044481 2153702 0 0 0 918503 1119680 2962984 3273382 497646 329825 4585412 4889135 1281277 1235479 3304135 3653656 X THE PURPOSE OF THE ASSOCIATION IS TO ENCOURAGE, ASSIST, AND SUSTAIN THE QUALITY AND INTEGRITY OF EDUCATION, EVALUATE AND ACCREDIT EDUCATIONAL INSTITUTIONS, ASSIST MEMBERS AND CANDIDATES IN CARRYING OUT THEIR EDUCATIONAL GOALS, AND ADVANCE EDUCATION THROUGH COOPERATION WITH APPROPRIATE AGENCIES AND ORGANIZATIONS. 0 0 2585458 527704 SERVICES TO SECONDARY AND ELEMENTARY SCHOOL MEMBER SCHOOLS FOR VARIOUS ACTIVITIES INCLUDING SCHOOL EVALUATION VISITS, STAFF VISITS, SPECIAL VISITS AND CHARGING THE ORGANIZATION FOR PUBLICATIONS, BANNERS, AND EMBOSSERS REQUESTED BY AND PAID FOR BYMEMEBER SCHOOLS. 2585458 1 0 0 0 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 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 7 0 29 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 PA X CHRISTIAN TALBOT 2672845044 3819-33 CHESTNUT STREET STE 310 PHILADELPHIA PA 19104 WILLIAM CRIST CHAIR 1.00 X X 0 0 0 ALEXIS TORRES TREASURER 1.00 X X 0 0 0 KEVIN MCNULTY VICE CHAIR 1.00 X 0 0 0 LIGIA ALBERTO BOARD MEMBER 1.00 X 0 0 0 JAMES KRAFT BOARD MEMBER 1.00 X 0 0 0 DR CLAYTON PETRY BOARD MEMBER 1.00 X 0 0 0 CHRISTIAN TALBOT PRESIDENT & CEO 40.00 X 243306 0 33894 243306 0 33894 1 0 1 0 0 MEMBERSHIP DUES 611710 2985076 2985076 FEES 611710 440898 440898 3425974 90427 90427 COLLABORATION CONSULTI 541610 74756 74756 CONFERENCE SPONSORSHIP 900099 5454 5454 WORKSHOP REGISTRATIONS 900099 3835 3835 2761 2761 86806 3603207 3512780 0 90427 298020 29802 268218 1368212 1246031 122181 140266 127740 12526 224940 204853 20087 122264 111346 10918 1202 1035 167 15000 12914 2086 15939 15939 280099 241148 38951 90741 82642 8099 202390 184325 18065 3530 3215 315 67844 61788 6056 COMMISSION MEETINGS 184657 184657 0 BAD DEBT EXPENSE 101421 0 101421 BANK FEES 54779 0 54779 SUPPLIES AND OTHER 42452 38662 3790 59626 55300 4326 3273382 2585458 687924 0 733514 1147352 900359 523463 11527 25591 0 3529 1622664 3051169 1130938 182881 141560 4585412 4889135 250194 414041 821438 1031083 1281277 1235479 X 3304135 3653656 3304135 3653656 4585412 4889135 329825 223080 -203384 0 X 0 1 X 1 0 X 41943 385662 9538 10000 0 447143 2590188 2600481 2984839 3065454 3425974 14666936 2632131 2986143 2994377 3075454 3425974 15114079 0 0 0 15114079 40513 26727 35153 86020 90427 278840 40513 26727 35153 86020 90427 278840 2672644 3012870 3029530 3161474 3516401 15392919 0.98190 0.98370 0.01810 0.01630 X 0 X 3810348 223080 223080 3587268 15939 15939 3603207 3257443 0 3257443 15939 15939 3273382 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ASSOCIATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X 0 0 0 0 0 0 0 0 0 CHRISTIAN TALBOT PRESIDENT & CEO 243306 0 0 0 0 0 0 0 0 33894 243306 33894 0 0 CLAYTON J PETRY BOARD MEMBER 11850 MIDDLESTATES IS MEMBER OF NCPSA AND PAYS MEMBER DUES. CLAYTON PETRY IS THE EXECUTIVE DIRECTOR OF NCPSA. 0 FORM 990, PART VI, SECTION B, LINE 11B THE MIDDLE STATES ASSOCIATION BOARD OF TRUSTEES REVIEWS THE FORM 990 AT THE BOARD MEETING BEFORE THE RETURN IS FILED WITH THEIRS. FORM 990, PART VI, SECTION B, LINE 12C MIDDLE STATES ASSOCIATION BOARD AND COMMISSION MEMBERS ARE ASKED TO REVIEW AND SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE MIDDLE STATES ASSOCIATION BOARD OF TRUSTEES OR ONE OF ITS COMMISSIONS, BOTH MADE UP OF VOLUNTEERS, REVIEWS AND APPROVES THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT AND KEY EMPLOYEES ON AN ANNUAL BASIS. AN EVALUATION REVIEW IS CONDUCTED BY APPROPRIATE INDIVIDUALS OF THE BOARD OR COMMISSION PRIOR TO DETERMINING COMPENSATION. REVIEWS ARE MADE OF OTHER SIMILAR ORGANIZATIONS' COMPENSATION FOR COMPARABLE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 MIDDLE STATES ASSOCIATION DOES NOT GENERALLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC NOR DO WE RECEIVE ANY SUCH REQUESTS.