2025-07-02T16:02:44-05:00 2024-12-31 581763570 JONES AND KOLB 3475 PIEDMONT ROAD NE SUITE 1500 ATLANTA GA 30305 990 2024-01-01 621062837 THE SOUTHERN ASSOC OF INDEPENDENT SCHOOLS INC SOUT 6782558910 6050 PEACHTREE PARKWAY 240-199 NORCROSS GA 300923336 DR BRETT JACOBSEN PRESIDENT 7707893432 2025-07-01 1 0 LAURA H HELLER P00744874 4042627920 2024 2025-03-06 01:10:19Z DR BRETT JACOBSEN 6050 PEACHTREE PARKWAY 240-199 NORCROSS GA 300923336 3404177 0 X WWW.SAIS.ORG X 1986 GA SEE PAGE 2 PART III 18 18 15 367 0 0 0 0 3203901 3197132 102501 207045 0 0 3306402 3404177 19472 22861 0 0 1417197 1567541 0 0 0 1554324 1466267 2990993 3056669 315409 347508 5124237 5420764 1394322 1303915 3729915 4116849 X THE MISSION OF SAIS IS TO STRENGTHEN MEMBER SCHOOLS BY PROVIDING HIGH QUALITY ACCREDITATION PROCESSES, COMPREHENSIVE PROFESSIONAL GROWTH OPPORTUNITIES, AND VISIONARY LEADERSHIP DEVELOPMENT PROGRAMS. 0 0 1506046 1167068 PROFESSIONAL DEVELOPMENT: SAIS PROVIDES A VARIETY OF HIGH-QUALITY PROFESSIONAL DEVELOPMENT PROGRAMS, BOTH ONLINE AND IN PERSON, FOR OVER A DOZEN ROLES IN THE SCHOOL COMMUNITY, INCLUDING THE HEAD, BOARD, ADMINISTRATIVE TEAM, ACADEMIC LEADERS, SUPPORT STAFF, AND NEW TEACHERS. FROM CONTENT QUALITY TO THE CALIBER OF PRESENTERS, SAIS CAREFULLY CRAFTS PROGRAMS TO PROVIDE EXCEPTIONAL VALUE, NETWORKING, AND GROWTH OPPORTUNITIES. SCHOOL LEADERS ARE FURTHER SUPPORTED BY A PLETHORA OF ON-DEMAND RESOURCES ON AN ARRAY OF TOPICS. 513264 76625 ACCREDITATION: ACCREDITATION IS A VOLUNTARY PROCESS OF SELF-EVALUATION AND CONTINUOUS IMPROVEMENT THAT REFLECTS COMPLIANCE WITH REQUIRED STANDARDS/INDICATORS, INVOLVES A SELF-STUDY, AND INCLUDES A PEER REVIEW BY EDUCATORS FROM OTHER SCHOOLS. SAIS ACCREDITATION IS DESIGNED SPECIFICALLY FOR INDEPENDENT SCHOOLS. THE PROCESS RESPECTS AND RECOGNIZES EACH SCHOOL'S STORY, CULTURE, HISTORY, MISSION, AND GOALS, WHILE STILL FULFILLING STRINGENT AND FOCUSED COMPLIANCE REQUIREMENTS. 578921 22861 1791476 MEMBERSHIP: SAIS IS A MEMBERSHIP ORGANIZATION OF OVER 395 INDEPENDENT K-12 SCHOOLS, REPRESENTING OVER 240,000 STUDENTS. SAIS STRENGTHENS MEMBER SCHOOLS BY PROVIDING HIGH-QUALITY ACCREDITATION PROCESSES, COMPREHENSIVE PROFESSIONAL GROWTH OPPORTUNITIES, AND VISIONARY LEADERSHIP DEVELOPMENT PROGRAMS. 161963 OTHER PROGRAM SERVICES INCLUDES INCOME FROM SURVEYS, SOFTWARE SUBSCRIPTIONS, CAREER CENTER, AND OTHER MISCELLANEOUS ACTIVITIES. 161963 2598231 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X THE SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS INC 6782558910 6050 PEACHTREE PARKWAY 240-199 NORCROSS GA 300923336 JACKIE WESTERFIELD PAST CHAIR 0.75 X X 0 0 0 DUBOSE EGLESTON CHAIR 0.75 X X 0 0 0 ALBERT THROCKMORTON TREASURER 0.75 X X 0 0 0 AUTUMN GRAVES VICE CHAIR 0.75 X X 0 0 0 CHUCK BALDECCHI TRUSTEE 0.50 X 0 0 0 KELLEY WALDRON TRUSTEE 0.50 X 0 0 0 TONI BOYD TRUSTEE 0.50 X 0 0 0 LAWRENCE COCO TRUSTEE 0.50 X 0 0 0 MCKENZIE COHEN TRUSTEE 0.50 X 0 0 0 ROBERT MCGEHEE TRUSTEE 0.50 X 0 0 0 DOUG NORRY TRUSTEE 0.50 X 0 0 0 LEIGH ANN BALLOU TRUSTEE 0.50 X 0 0 0 NANCY FOY TRUSTEE 0.50 X 0 0 0 IMANA SHERRILL TRUSTEE 0.50 X 0 0 0 CECIL STODGHILL JR TRUSTEE 0.50 X 0 0 0 RANDY WATTS TRUSTEE 0.50 X 0 0 0 KAVITA VASIL SECRETARY 0.50 X 0 0 0 STUART GULLEY TRUSTEE 0.50 X 0 0 0 JOHN BRETT JACOBSEN PRESIDENT 40.00 X 162848 0 39258 LORI SPEAR EXECUTIVE VICE PRESIDENT 40.00 X 208418 0 22193 CLAY L GIBNEY EMPLOYEE 40.00 X 105876 0 21287 PATRICK B CUNEO DIRECTOR OF ACCREDITATION 40.00 X 139571 0 20241 616713 0 102979 4 0 1 0 0 MEMBERSHIP DUES 900099 1791476 1791476 CONFERENCES & SEMINARS 900099 1167068 1167068 SURVEY, SUBSCRIPTION, 900099 161963 161963 ACCREDITATION 900099 76625 76625 3197132 207045 207045 3404177 3197132 0 207045 22861 22861 406229 264049 142180 887727 782761 104966 180175 145762 34413 93410 75569 17841 35912 35912 11800 11800 16610 16610 72993 56908 16085 57521 46534 10987 93866 75937 17929 10504 8498 2006 49329 39906 9423 848746 838061 10685 28801 23300 5501 MEMBER SERVICES 80564 80564 0 GOVERNANCE 62540 50595 11945 ACCREDITATION 43918 43918 0 OTHER EXPENSES 35725 28901 6824 17438 14107 3331 3056669 2598231 458438 0 453915 432671 71839 25912 89897 139797 192941 165165 56577 27776 4452009 4794608 5124237 5420764 126417 35554 1267905 1268361 1394322 1303915 X 3694067 4085060 35848 31789 3729915 4116849 5124237 5420764 347508 39426 0 X 0 1 X 1 0 X 1498480 1533046 1626630 1735747 1791476 8185379 581404 894624 1032456 1468154 1405656 5382294 2079884 2427670 2659086 3203901 3197132 13567673 0 0 0 13567673 28929 28303 69007 149000 161557 436796 28929 28303 69007 149000 161557 436796 2108813 2455973 2728093 3352901 3358689 14004469 0.96880 0.97450 0.03120 0.02550 X 192941 165165 27776 27776 3426993 39426 39426 3387567 16610 16610 3404177 3040059 0 3040059 16610 16610 3056669 1 SCHOLARSHIP FUNDS 38 22861 PART I, LINE 2: MEMBER SCHOOLS WITH AN ANNUAL OPERATING BUDGET OF LESS THAN $3 MILLION ARE ELIGIBLE FOR 50% OFF ALL PROFESSIONAL DEVELOPMENT PROGRAMS EACH CALENDAR YEAR. X X 0 0 0 0 0 0 0 0 0 LORI SPEAR EXECUTIVE VICE PRESIDENT 204123 0 4295 0 0 0 6694 0 15499 0 230611 0 0 0 JOHN BRETT JACOBSEN PRESIDENT 162848 0 0 0 0 0 8750 0 30508 0 202106 0 0 0 PATRICK B CUNEO DIRECTOR OF ACCREDITATION 136700 0 2871 0 0 0 6885 0 13356 0 159812 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A FORM 990, PART VI, LINE 7A - ELECTION OF MEMBERS AND THEIR RIGHTS: AT THE ANNUAL SAIS BUSINESS MEETING THE MEMBERS IN ATTENDANCE VOTE ON THE SLATE OF NEW TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B FORM 990, PART VI, LINE 7B - DECISIONS SUBJECT TO THE APPROVAL OF MEMBERS: AT THE SAIS ANNUAL BUSINESS MEETING THE MEMBERS IN ATTENDANCE VOTE ON ANY PROPOSED AMENDMENTS TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE 990 IS BEING REVIEWED BY THE FULL BOARD FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICTS POLICY: CONFLICT OF INTEREST STATEMENT IS COMPLETED AND EXECUTED BY THE BOARD AND STAFF ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL: THE PRESIDENT'S SALARY IS DETERMINED BY THE EXECUTIVE COMMITTEE USING COMPARABLE DATA FROM SIMILAR ORGANIZATIONS. THE FULL BOARD APPROVES THE COMPENSATION OF THE PRESIDENT. KEY EMPLOYEE SALARY IS DETERMINED BY THE PRESIDENT USING COMPENSATION DATA FOR COMPARABLE POSITIONS IN SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: INFORMATION MADE AVAILABLE UPON REQUEST.