2026-03-19T14:14:37-05:00 2025-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990 2024-07-01 522206491 THE ASSOCIATION OF BOARDING SCHOOLS ASSO 8282585354 ONE NORTH PACK SQUARE 301 ASHEVILLE NC 28801 SUSAN BALDRIDGE PRESIDENT 8282585354 2026-03-19 1 1 AMANDA ADAMS P00748038 7813562000 2026-03-19 2024 2025-03-06 01:10:19Z SUSAN BALDRIDGE ONE NORTH PACK SQUARE 301 ASHEVILLE NC 28801 3251605 0 X WWW.TABS.ORG X 1999 VA THE TABS MISSION IS TO COUNSEL, CONNECT, AND CHAMPION BOARDING SCHOOLS SO THEY CAN TRANSFORM THE LIVES OF THEIR STUDENTS. 18 17 8 0 0 0 0 0 3567623 3190380 10302 8476 48620 52749 3626545 3251605 0 0 0 0 1570144 1433810 0 0 0 1715146 1817952 3285290 3251762 341255 -157 2449474 2860854 1237350 1648887 1212124 1211967 X THE TABS MISSION IS TO COUNSEL, CONNECT, AND CHAMPION BOARDING SCHOOLS SO THEY CAN TRANSFORM THE LIVES OF THEIR STUDENTS. 0 0 1067562 980120 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. 648021 1669465 THE ASSOCIATION OF BOARDING SCHOOLS ("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.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. 1715583 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 0 0 0 0 1 47 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 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 359044 0 53303 ALEX CURTIS CO-CHAIR 3.00 X X 0 0 0 SUZANNE BUCK CO-CHAIR 3.00 X X 0 0 0 INNES VAN NOSTRAND TRUSTEE 3.00 X 0 0 0 SEAN ATKINS TRUSTEE 1.00 X 0 0 0 PETER BECKER TRUSTEE 1.00 X 0 0 0 BRENT BELL TRUSTEE 1.00 X 0 0 0 MICHAEL BERGIN TREASURER 1.00 X X 0 0 0 MEG BRADLEY TRUSTEE 1.00 X 0 0 0 LINDA CARTER-GRIFFITH TRUSTEE 1.00 X 0 0 0 HENRY FAIRFAX TRUSTEE 1.00 X 0 0 0 PAMELA JORDAN TRUSTEE 3.00 X 0 0 0 ED KIDD 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 LAWRENCE SAMPLETON TRUSTEE 1.00 X 0 0 0 SYLVIANN SCHILLING TRUSTEE 1.00 X 0 0 0 MIKE SCHLOAT TRUSTEE 1.00 X 0 0 0 BARBARA SCOTT TRUSTEE 1.00 X 0 0 0 SUSAN WAYLAND CFO 12.50 X 0 0 0 EMILY BREITE SR. VP MEMBER LEARNING & ENGAGEMENT 40.00 X 207278 0 32574 MICHAEL SHAVER VP, MARKETING & INFORMATION MGMT. 40.00 X 127885 0 16235 DANIEL GENTLE ASSOCIATE VP, SPONSOR RELATIONS & DEVELOPMENT 40.00 X 128330 0 34171 822537 0 136283 4 0 1 0 STRATEGIC FINANCE ADVISORY 2772 CROCKETT CIR LOS OSOS CA 93402 FRACTIONAL CFO 155643 1 MEMBERSHIP DUES 900099 1669465 1669465 EVENT REGISTRATIONS 900099 980120 980120 SPONSORSHIP SUPPORT 900099 540795 540795 3190380 8476 8476 52749 52749 52749 3251605 2649585 0 602020 X 606147 347910 258237 99161 99161 481314 323391 157923 48852 31042 17810 128965 81949 47016 69371 43241 26130 14764 14764 133985 133985 1182696 683137 499559 50296 45001 5295 117246 46839 70407 122272 11972 110300 24495 6393 18102 129323 94067 35256 19899 19899 184 184 12960 12960 PROFESSIONAL MEMBERSHIP 8636 8636 1196 641 555 3251762 1715583 1536179 0 1871950 2173906 359969 400972 460 49073 172849 199002 104825 100327 0 4498 29201 44246 4202 2449474 2860854 154908 121727 1082442 1527160 1237350 1648887 X 1212124 1211967 1212124 1211967 2449474 2860854 -157 0 X 0 1 X 1 0 X 396603 541111 937714 2585224 2065010 2737789 2889723 2649585 12927331 342565 493862 606350 677900 540795 2661472 3324392 3099983 3344139 3567623 3190380 16526517 17000 17000 203837 128560 332397 17000 203837 128560 349397 16177120 10302 8476 18778 10302 8476 18778 8023 10869 23530 44216 52749 139387 3332415 3110852 3367669 3622141 3251605 16684682 0.96960 0.97700 0.00110 0.00150 X 5260 5260 0 99565 95067 4498 4498 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, 2025 AND 2024, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS. EAST ASIA 0 0 PROGRAM SERVICES RECRUITMENT FAIRS 41475 SOUTH AMERICA 0 0 PROGRAM SERVICES RECRUITMENT FAIRS 44466 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES RECRUITMENT FAIRS 33046 0 0 0 0 0 0 118987 0 118987 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 332044 0 27000 0 0 0 39627 0 13676 0 412347 0 0 0 EMILY BREITE SR. VP MEMBER LEARNING & ENGAGEMENT 199278 0 8000 0 0 0 10083 0 22491 0 239852 0 0 0 DANIEL GENTLE ASSOCIATE VP, SPONSOR RELATIONS & DE 123830 0 4500 0 0 0 6570 0 27601 0 162501 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 99161 CFO SERVICES 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS COMPILED IN DRAFT FORM AND SUBMITTED TO THE CFO 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 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 2025. 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 CONSULTING FEES: PROGRAM SERVICE EXPENSES 3,250. MANAGEMENT AND GENERAL EXPENSES 215,072. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 218,322. HONORARIA: PROGRAM SERVICE EXPENSES 100,816. MANAGEMENT AND GENERAL EXPENSES 6,100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 106,916. OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 579,071. MANAGEMENT AND GENERAL EXPENSES 278,387. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 857,458. TABS LLC 1 NORTH PARK SQUARE SUITE 301 ASHEVILLE NC 28801 202619394 INACTIVE VA 0 0 THE ASSOCIATION OF BOARDING SCHOOLS