Civic Intelligence

Southeastern Association of School Business Officials

990 • Fiscal year 2019 • EIN 35-2391966

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 25, 2019

PO Box 524Clinton, MS 39060

(601) 941-5747

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

97th percentile

$85,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$465,329

Up $53,722 (+13%) from 2018

Net Assets

Up

$465,329

Up $54,112 (+13%) from 2018

Liabilities

Down

$0

Down $390 (-100%) from 2018

Revenue

Up

$394,838

Up $53,297 (+16%) from 2018

Expenses

Down

$340,726

Down $87,431 (-20%) from 2018

Net Income

Up

$54,112

Up $140,728 (+162%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2012: $519,800Liabilities 2012: $27,151Net Assets 2012: $492,6492012Assets 2013: $525,023Liabilities 2013: $1,510Net Assets 2013: $523,5132013Assets 2014: $513,151Liabilities 2014: $1,787Net Assets 2014: $511,3642014Assets 2015: $503,400Liabilities 2015: $21Net Assets 2015: $503,3792015Assets 2016: $524,213Liabilities 2016: $0Net Assets 2016: $524,2132016Assets 2017: $498,082Liabilities 2017: $249Net Assets 2017: $497,8332017Assets 2018: $411,607Liabilities 2018: $390Net Assets 2018: $411,2172018Assets 2019: $465,329Liabilities 2019: $0Net Assets 2019: $465,3292019Assets 2020: $430,476Liabilities 2020: $0Net Assets 2020: $430,4762020Assets 2021: $472,959Liabilities 2021: $500Net Assets 2021: $472,4592021Assets 2022: $594,035Liabilities 2022: $3,750Net Assets 2022: $590,2852022Assets 2023: $610,679Liabilities 2023: $0Net Assets 2023: $610,6792023Assets 2024: $726,167Liabilities 2024: $501Net Assets 2024: $725,6662024Assets 2025: $773,776Liabilities 2025: $0Net Assets 2025: $773,7762025

Highlighted filing

2019

Assets$465,329
Liabilities$0
Net Assets$465,329

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2012: $290,0772012Expenses 2013: $273,9072013Revenue 2014: $263,105Expenses 2014: $275,254Net Income 2014: -$12,1492014Revenue 2015: $362,601Expenses 2015: $370,586Net Income 2015: -$7,9852015Revenue 2016: $397,742Expenses 2016: $376,908Net Income 2016: $20,8342016Revenue 2017: $292,646Expenses 2017: $319,026Net Income 2017: -$26,3802017Revenue 2018: $341,541Expenses 2018: $428,157Net Income 2018: -$86,6162018Revenue 2019: $394,838Expenses 2019: $340,726Net Income 2019: $54,1122019Revenue 2020: $171,529Expenses 2020: $206,382Net Income 2020: -$34,8532020Revenue 2021: $298,330Expenses 2021: $256,347Net Income 2021: $41,9832021Revenue 2022: $422,390Expenses 2022: $304,564Net Income 2022: $117,8262022Revenue 2023: $388,149Expenses 2023: $367,755Net Income 2023: $20,3942023Revenue 2024: $516,604Expenses 2024: $401,617Net Income 2024: $114,9872024Revenue 2025: $672,298Expenses 2025: $624,188Net Income 2025: $48,1102025

Highlighted filing

2019

Revenue$394,838
Expenses$340,726
Net Income$54,112
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 25, 2019
Return Version
2018v3.1
Gross Receipts
$394,838
Mission and Program Overview

Mission

The mission of the southeastern association of school business officials (sasbo) is to promote networking, professional development and relevant information to promote and advance personnel engaged in positions supporting education in areas of business and administrative services throughout the southeast.

To promote networking & professional development of school business administrative personnel

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$310,854$409,518▲ $98,664
Cash and Non-Interest-Bearing Accounts$84,413$33,197▼ $51,216
Accounts Receivable$16,340$19,268▲ $2,928
Prepaid Expenses and Deferred Charges-$3,346-
Total Assets$411,607$465,329▲ $53,722
Liabilities
Accounts Payable and Accrued Expenses$390$0▼ $390
Total Liabilities$390$0▼ $390
Net Assets / Fund Balance
Unrestricted Net Assets$411,217$465,329▲ $54,112
Total Net Assets Fund Balance$411,217$465,329▲ $54,112
Total Liabilities and Net Assets / Fund Balance$411,607$465,329▲ $53,722
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sandra HalliwellExec DirectorPT$85,000$85,000

Board Members and Trustees

NameTitle
Chris CampbellPast President
Robert TerryPresident
Stuart WhitePresident Elect
Marla CarnesVice President
Adam SteeleDirector
Anita HaysDirector
Christie FlemingDirector
David StokesDirector
Earl BurkeDirector
Jackie SparksDirector
Jeff DavisDirector
John GardnerDirector
Lesia CasanovasDirector
Lynn BuchDirector
Robert WaremburgDirector
Sharon ChuculateDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$45,552
Program Service Revenue
$263,729
Investment Income
$5,698
Other Revenue
$79,859
Change in Net Assets
$54,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$248,643
Salaries, Compensation, and Employee Benefits$92,083
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$147,716$36,929-$184,645
Current Officers, Directors, Trustees, and Key Employees$82,875$9,208-$92,083
Travel$11,238--$11,238
Office Expenses$5,476$2,949-$8,425
Fees for Services Accounting-$6,950-$6,950
Other Expenses$3,850$2,449-$3,850
Insurance-$3,330-$3,330
Total Functional Expenses$278,911$61,815$0$340,726
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The sasbo president will approve the form 990 prior to filing the return with the irs. The executive director will email a copy of the form 990 to the sasbo board and inform the board that the form 990 is available to anyone upon request.

Form 990, Part VI, Section B, Line 12C

The board of directors review and update the conflict of interest policy annually before signing themselves. All new directors sign a conflict of interest policy at the beginning of their term and yearly therafter.

Form 990, Part VI, Section C, Line 19

The organization's conflict of interest policy may be provided upon request. The organization's constitution and bylaws are posted on its website. Only members may view them.

Filing and Contact Details

Filer

Filer Name
Southeastern Association of School
EIN
35-2391966
Phone
6019415747
Address
PO BOX 524, CLINTON, MS 39060

Signing Officer

Name
Sandra Halliwell
Title
Executive Director
Phone
6019415747
Signed
2019-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra Halliwell
Formed
2010
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
0

Preparer

Firm
Corbin & Associates Pllc
Address
P O BOX 1574, MADISON, MS 39130-1574
Preparer
Harold G Corbin
Phone
6016058707
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION

The mission of the southeastern association of school business officials (sasbo) is to provide networking, professional development and relevant information to promote and advance personnel engaged in positions supporting education in areas of business and administrative services throughout the southeast.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03346
IRS990/PrincipalOfficerNm0SANDRA HALLIWELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE EXHIBITS
IRS990/ProgramServiceRevenueGrp/Desc1LEADERSHIP SUMMIT
IRS990/ProgramServiceRevenueGrp/Desc2CONFERENCES
IRS990/ProgramServiceRevenueGrp/Desc3SPONSORS CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc4EXPERT EXCHANGE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0104412
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt176400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt261777
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt311000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt410140
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0104412
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt176400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt261777
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt311000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt410140
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt034699
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03618
IRS990/PYOtherExpensesAmt0428157
IRS990/PYOtherRevenueAmt054989
IRS990/PYProgramServiceRevenueAmt0248235
IRS990/PYRevenuesLessExpensesAmt0-86616
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0428157
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0341541
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt054112
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0263729
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0310854
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0409518
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0$62,923
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12 - OTHER INCOME DETAIL
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045552
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026759
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt045262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0183787
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05698
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03618
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02837
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02565
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02051
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt016769
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0343588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0303224
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0258294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0335874
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0276855
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01517835
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05698
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03618
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02837
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02565
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt016769
IRS990ScheduleA/InvestmentIncomeCYPct00.00940
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt024490
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt038433
IRS990ScheduleA/OtherIncome509Grp/TotalAmt062923
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95530
IRS990ScheduleA/PublicSupportPY509Pct00.93610
IRS990ScheduleA/PublicSupportTotal509Amt01701622
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0389140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0337923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0289809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0362633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0322117
IRS990ScheduleA/Total509Grp/TotalAmt01701622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0394838
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0341541
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0292646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0389688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0362601
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01781314
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE SOUTHEASTERN ASSOCIATION OF SCHOOL BUSINESS OFFICIALS (SASBO) IS TO PROVIDE NETWORKING, PROFESSIONAL DEVELOPMENT AND RELEVANT INFORMATION TO PROMOTE AND ADVANCE PERSONNEL ENGAGED IN POSITIONS SUPPORTING EDUCATION IN AREAS OF BUSINESS AND ADMINISTRATIVE SERVICES THROUGHOUT THE SOUTHEAST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SASBO PRESIDENT WILL APPROVE THE FORM 990 PRIOR TO FILING THE RETURN WITH THE IRS. THE EXECUTIVE DIRECTOR WILL EMAIL A COPY OF THE FORM 990 TO THE SASBO BOARD AND INFORM THE BOARD THAT THE FORM 990 IS AVAILABLE TO ANYONE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEW AND UPDATE THE CONFLICT OF INTEREST POLICY ANNUALLY BEFORE SIGNING THEMSELVES. ALL NEW DIRECTORS SIGN A CONFLICT OF INTEREST POLICY AT THE BEGINNING OF THEIR TERM AND YEARLY THERAFTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S CONFLICT OF INTEREST POLICY MAY BE PROVIDED UPON REQUEST. THE ORGANIZATION'S CONSTITUTION AND BYLAWS ARE POSTED ON ITS WEBSITE. ONLY MEMBERS MAY VIEW THEM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0411607
IRS990/TotalAssetsEOYAmt0465329
IRS990/TotalAssetsGrp/BOYAmt0411607
IRS990/TotalAssetsGrp/EOYAmt0465329
IRS990/TotalCompGreaterThan150KInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.74$0.00$7.74$6.72$6.24$0.48
2024Detailed filing. Detailed filing data is available for this year.$7.26$0.01$7.26$5.17$4.02$1.15
2023Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$3.88$3.68$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.94$0.04$5.90$4.22$3.05$1.18
2021Detailed filing. Detailed filing data is available for this year.$4.73$0.01$4.72$2.98$2.56$0.42
2020Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$1.72$2.06$0.35
2019Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$3.95$3.41$0.54
2018Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.11$3.42$4.28$0.87
2017Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$2.93$3.19$0.26
2016Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$3.98$3.77$0.21
2015Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$3.63$3.71$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.13$0.02$5.11$2.63$2.75$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$0.02$5.24$2.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.27$4.93$2.90