2026-06-22T12:01:51-05:00 2025-08-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 2000 AUSTIN TX 787019682 990 2024-09-01 742147550 TEXAS ASSOCIATION OF SCHOOL BOARDS LEGAL ASSISTANCE FUND TEXA 8005805345 PO BOX 400 AUSTIN TX 787670400 DAN TROXELL PHD SECRETARY 5124670222 2026-06-05 0 1 SHANNON PETERSON P01281287 5123703200 2026-06-05 2024 2025-03-06 01:10:19Z DAN TROXELL PHD PO BOX 400 AUSTIN TX 787670400 227456 0 X N/A X 1980 TX THE MISSION OF THE TASB LEGAL ASSISTANCE FUND (LAF) IS TO FAVORABLY IMPACT THE OUTCOME OF LEGAL ISSUES THAT SIGNIFICANTLY AFFECT PUBLIC EDUCATION BY INITIATING AND SUPPORTING LEGAL ACTION. 7 7 0 7 0 0 0 0 218350 214167 17805 13289 0 0 236155 227456 0 0 0 0 0 0 0 0 0 266818 224169 266818 224169 -30663 3287 375470 350879 146031 118153 229439 232726 THE MISSION OF THE TASB LEGAL ASSISTANCE FUND (LAF) IS TO FAVORABLY IMPACT THE OUTCOME OF LEGAL ISSUES THAT SIGNIFICANTLY AFFECT PUBLIC EDUCATION BY INITIATING AND SUPPORTING LEGAL ACTION. 0 0 120819 0 214167 LAF'S PRIMARY EXEMPT PURPOSE IS TO ADVOCATE IN LEGAL PROCEEDINGS ON ISSUES OR CAUSES THAT WILL LIKELY AFFECT THE PUBLIC SCHOOLS OF TEXAS. LAF'S ADVOCACY PRIMARILY TAKES THE FORM OF AMICUS, OR "FRIEND OF THE COURT" BRIEFS. LAF ASSISTS PARTICIPATING MEMBER DISTRICTS IN PROCEEDINGS THAT HAVE A STATEWIDE IMPACT ON PUBLIC SCHOOLS BY ENSURING THAT UNIQUE LEGAL POSITIONS VITAL TO SCHOOL MANAGEMENT ARE THOROUGHLY RESEARCHED AND PRESENTED. A HIGH LEVEL OF EXPERTISE AND COMPETENCE ARE REQUIRED TO ADVOCATE IN THIS SPECIALIZED AREA OF LAW. LAF'S GOAL IS TO ENSURE THAT SIGNIFICANT CASES WILL NOT BE DECIDED ADVERSELY THROUGH LACK OF SUPPORT. ALL SCHOOL DISTRICTS BENEFIT FROM THESE SERVICES WHILE ONLY 746 ARE ACTUAL MEMBERS. 120819 0 0 0 1 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 1 4 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 1 0 1 1 0 0 0 1 1 1 1 0 1 0 0 0 X DAN TROXELL PHD 5124670222 12007 RESEARCH BLVD AUSTIN TX 78759 X ARMANDO RODRIGUEZ BOARD CHAIR (THROUGH SEPT 2024) 0.50 X X 0 0 0 ROLINDA SCHMIDT BOARD CHAIR (BEGIN SEPT 2024) 0.50 X X 0 0 0 MARTHA SALAZAR-ZAMORA TRUSTEE (THROUGH MAY 2025) 0.50 X 0 0 0 ROOSEVELT NIVENS TRUSTEE (BEGIN JUNE 2025) 0.50 X 0 0 0 CHRIS MORAN TRUSTEE 0.50 X 0 0 0 LEANDRA ORTIZ TRUSTEE 0.50 X 0 0 0 TONY HOPKINS TRUSTEE 0.50 X 0 0 0 MARY JANE HETRICK TRUSTEE 0.50 X 0 0 0 JENNIFER POWELL TRUSTEE 0.50 X 0 0 0 DAN TROXELL SECRETARY (NONVOTING EX-OFFICIO) 0.50 X 0 0 0 0 0 0 0 0 0 0 TEXAS ASSOCIATION OF SCHOOL BOARDS INC 12007 RESEARCH BLVD AUSTIN TX 78759 PROGRAM AND ADMINISTRATIVE SVCS 185655 1 MEMBERSHIP SERVICES 900099 214167 214167 214167 13289 13289 227456 214167 0 13289 189608 102867 86741 17952 17952 14750 14750 601 601 682 682 576 576 224169 120819 103350 0 375470 349829 0 1050 375470 350879 73431 47370 72600 70783 146031 118153 X 229439 232726 229439 232726 375470 350879 3287 0 X X 0 1 X 0 0 1 1 0 PART III-A, LINE 2: THE ORGANIZATION DOES NOT ENGAGE IN LOBBYING ACTIVITIES 0 X 239827 12371 12371 227456 0 227456 236540 12371 12371 224169 0 224169 PART X, LINE 2: LAF IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT OF ANY UNRELATED BUSINESS INCOME. LAF DID NOT INCUR A TAX LIABILITY DUE TO UNRELATED BUSINESS INCOME DURING THE YEARS ENDED AUGUST 31, 2025 OR 2024. LAF FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION, AND IT IS SUBJECT TO ROUTINE EXAMINATIONS OF ITS RETURNS; HOWEVER, THERE ARE NO EXAMINATIONS CURRENTLY IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 3 TASB LEGAL ASSISTANCE FUND (LAF) HAS CONTRACTED WITH TEXAS ASSOCIATION OF SCHOOL BOARDS, INC. (TASB) TO SUPERVISE AND MANAGE THE ACTIVITIES OF LAF IN ACCORDANCE WITH THE POLICIES OF THE LAF BOARD OF TRUSTEES. PROGRAM AND ADMINISTRATIVE SERVICES INCLUDE DAILY OPERATIONS, ACCOUNTING, AND CASH MANAGEMENT. BOTH PARTIES ANNUALLY APPROVE THE FEE LAF PAYS TO TASB FOR SERVICES UNDER THE CONTRACTUAL AGREEMENT. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE COMPRISED OF TEXAS SCHOOL DISTRICTS THAT ARE ACTIVE MEMBERS OF TASB. PROSPECTIVE NEW MEMBERS PAY THE REQUIRED ANNUAL CONTRIBUTION BASED ON THE DISTRICT'S AVERAGE DAILY ATTENDANCE. FORM 990, PART VI, SECTION A, LINE 7B TASB INITIALLY FORMED LAF. TASB IS AUTHORIZED UNDER THE LAF TRUST AGREEMENT TO AMEND OR TERMINATE THE TRUST. FORM 990, PART VI, SECTION A, LINE 8B SEPARATE COMMITTEES OF THE LAF BOARD HAVE NOT BEEN ESTABLISHED. GOVERNANCE ACTIVITIES ARE CONDUCTED BY THE ENTIRE LAF BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE LAF BOARD ENGAGES AN OUTSIDE AUDIT FIRM TO CONDUCT THE ANNUAL FINANCIAL STATEMENT AUDIT. THE ENGAGED FIRM ALSO PREPARES THE FORM 990. THE PREPARED FORM 990 IS REVIEWED PRIOR TO FILING BY APPLICABLE TASB STAFF, AS WELL AS THE INDIVIDUAL APPOINTED BY THE LAF BOARD TO SERVE AS COUNSEL TO LAF. A COPY OF THE RETURN IS POSTED ON AN ELECTRONIC SITE AVAILABLE TO BOARD MEMBERS AND THEY ARE NOTIFIED VIA EMAIL WHEN THE RETURN IS AVAILABLE FOR THEIR REVIEW. BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO COMMENT PRIOR TO FINAL SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE LAF BOARD AVOIDS CONFLICTS OF INTEREST THAT WILL MATERIALLY AND ADVERSELY AFFECT THE INTERESTS OF LAF THROUGH BOARD POLICY. EACH MEMBER OF THE BOARD (VOTING AND NON-VOTING) REVIEWS ITS CONFLICT OF INTEREST POLICY, AND MUST COMPLETE, SIGN, AND RETURN A DISCLOSURE FORM, IDENTIFYING THE PRESENCE OR ABSENCE OF ANY KNOWN ACTUAL OR POTENTIAL CONFLICTS. THE BOARD'S CONFLICT OF INTEREST POLICY AND DISCLOSURE REQUIREMENT ALSO APPLIES TO LAF'S LEGAL COUNSEL AND COORDINATOR WHO ARE UNDER CONTRACT THROUGH LAF'S CONTRACT ADMINISTRATOR (TASB). LAF'S LEGAL COUNSEL AND COORDINATOR ARE FURTHER REQUIRED TO DISCLOSE ANY KNOWN CONFLICTS OR POTENTIAL CONFLICTS IN ANY CASE OR CAUSE PRESENTED TO THE BOARD FOR CONSIDERATION. IF A DISCLOSURE HAS BEEN MADE, THE BOARD WILL DETERMINE WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS FAIR, REASONABLE, AND IN THE BEST INTEREST OF LAF. A PERSON WHOSE ACTUAL OR POTENTIAL CONFLICT IS UNDER REVIEW MUST STAND IN RECUSAL AND NOT DEBATE OR VOTE IN SUCH DETERMINATION. RECORDS OR MINUTES OF THE BOARD WILL STATE THE NAME OF THE PERSON WHOSE INTEREST WAS DISCLOSED; STATE THE NATURE OF THE INTEREST; AND SUMMARIZE THE CONTENT OF THE DISCUSSION AND VOTE TAKEN BY THE DISINTERESTED VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE FOLLOWING IS PROVIDED FOR CLARIFICATION. LAF DOES NOT HAVE EMPLOYEES. LAF ACTIVITIES ARE CONDUCTED THROUGH AN ADMINISTRATIVE SERVICES AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 LAF WILL PROVIDE DOCUMENTS TO MEMBERS OF THE PUBLIC, UPON REQUEST, TO THE EXTENT THAT DISCLOSURE IS REQUIRED BY LAW. FORM 990, PART VI, SECTION B, LINE 13: THE FOLLOWING IS PROVIDED FOR CLARIFICATION. LAF DOES NOT HAVE EMPLOYEES OF ITS OWN AND, THEREFORE, DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY. HOWEVER, LAF'S CONTRACT ADMINISTRATOR, TASB, DOES HAVE A WRITTEN WHISTLEBLOWER POLICY COVERING ITS EMPLOYEES THAT PROVIDES FOR "UP THE LADDER" REPORTING TO THE LAF CHAIR, IF THE COMPLAINT CONCERNS LAF. FORM 990, PART XII, LINE 2C: THE FOLLOWING IS PROVIDED FOR CLARIFICATION. THE LAF BOARD ENGAGES THE INDEPENDENT AUDITOR EACH YEAR. THE LAF BOARD REVIEWS AND APPROVES THE AUDITED FINANCIAL STATEMENTS UPON COMPLETION (AS PREPARED BY LAF'S CONTRACT ADMINISTRATOR, TASB) AND ACCEPTS THE AUDITOR'S REPORT. LAF DOES NOT HAVE SEPARATE COMMITTEES. ACTIVITIES DESCRIBED ABOVE ARE CARRIED OUT BY THE ENTIRE LAF BOARD.