Civic Intelligence

National School Boards Association

EIN 36-2210015 • 501(c)3 • Alexandria, VA

Profile

Working with and through our state associations, nsba advocates for equity and excellence in public education through school board leadership.

1680 Duke Street 2nd FloorAlexandria, VA 22314

www.nsba.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

2.31x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

1.14x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

52nd percentile

5.2%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

2nd percentile

-41%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

16th percentile

-14%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Assets

Down

$5,323,786

Down $4,506,681 (-46%) from 2023

Liabilities

Down

$12,316,664

Down $7,323,696 (-37%) from 2023

Net Assets

Up

-$6,992,878

Up $2,817,015 (+29%) from 2023

Revenue

Up

$10,777,099

Up $2,049,489 (+23%) from 2023

Expenses

Down

$10,212,968

Down $1,996,948 (-16%) from 2023

Net Income

Up

$564,131

Up $4,046,437 (+116%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$20M$0-$20M-$40MAssets 2011: $7,615,358Liabilities 2011: $16,672,798Net Assets 2011: -$9,057,4402011Assets 2012: $7,410,271Liabilities 2012: $23,807,588Net Assets 2012: -$16,397,3172012Assets 2013: $7,688,078Liabilities 2013: $20,611,180Net Assets 2013: -$12,923,1022013Assets 2014: $6,193,738Liabilities 2014: $21,951,505Net Assets 2014: -$15,757,7672014Assets 2015: $3,074,137Liabilities 2015: $22,037,625Net Assets 2015: -$18,963,4882015Assets 2016: $5,599,183Liabilities 2016: $27,688,916Net Assets 2016: -$22,089,7332016Assets 2017: $12,000,151Liabilities 2017: $29,980,472Net Assets 2017: -$17,980,3212017Assets 2018: $13,398,045Liabilities 2018: $27,933,490Net Assets 2018: -$14,535,4452018Assets 2019: $13,752,980Liabilities 2019: $28,852,340Net Assets 2019: -$15,099,3602019Assets 2020: $12,371,027Liabilities 2020: $27,308,778Net Assets 2020: -$14,937,7512020Assets 2021: $13,196,789Liabilities 2021: $22,948,179Net Assets 2021: -$9,751,3902021Assets 2022: $15,109,353Liabilities 2022: $21,912,668Net Assets 2022: -$6,803,3152022Assets 2023: $9,830,467Liabilities 2023: $19,640,360Net Assets 2023: -$9,809,8932023Assets 2024: $5,323,786Liabilities 2024: $12,316,664Net Assets 2024: -$6,992,8782024

Highlighted filing

2024

Assets$5,323,786
Liabilities$12,316,664
Net Assets-$6,992,878

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2011: $21,539,2212011Expenses 2012: $18,956,6112012Expenses 2013: $19,113,0982013Revenue 2014: $19,415,267Expenses 2014: $19,637,446Net Income 2014: -$222,1792014Revenue 2015: $18,164,246Expenses 2015: $18,381,694Net Income 2015: -$217,4482015Revenue 2016: $18,826,924Expenses 2016: $18,245,675Net Income 2016: $581,2492016Revenue 2017: $18,380,173Expenses 2017: $17,695,722Net Income 2017: $684,4512017Revenue 2018: $18,775,648Expenses 2018: $17,247,185Net Income 2018: $1,528,4632018Revenue 2019: $19,241,395Expenses 2019: $17,251,748Net Income 2019: $1,989,6472019Revenue 2020: $15,111,042Expenses 2020: $13,674,499Net Income 2020: $1,436,5432020Revenue 2021: $13,194,501Expenses 2021: $12,698,696Net Income 2021: $495,8052021Revenue 2022: $14,416,314Expenses 2022: $14,089,899Net Income 2022: $326,4152022Revenue 2023: $8,727,610Expenses 2023: $12,209,916Net Income 2023: -$3,482,3062023Revenue 2024: $10,777,099Expenses 2024: $10,212,968Net Income 2024: $564,1312024

Highlighted filing

2024

Revenue$10,777,099
Expenses$10,212,968
Net Income$564,131

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$12.3$6.99$10.8$10.2$0.56
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.83$19.6$9.81$8.73$12.2$3.48
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$21.9$6.80$14.4$14.1$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$22.9$9.75$13.2$12.7$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$27.3$14.9$15.1$13.7$1.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$28.9$15.1$19.2$17.3$1.99
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$27.9$14.5$18.8$17.2$1.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$30.0$18.0$18.4$17.7$0.68
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$27.7$22.1$18.8$18.2$0.58
2015Detailed filing. Detailed filing data is available for this year.$3.07$22.0$19.0$18.2$18.4$0.22
2014Detailed filing. Detailed filing data is available for this year.$6.19$22.0$15.8$19.4$19.6$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.69$20.6$12.9$19.1
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.41$23.8$16.4$19.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.62$16.7$9.06$21.5
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$14,416,314
Mission and Program Overview

Mission

Working with and through our state associations, nsba advocates for equity and excellence in public education through school board leadership.

The premier advocate for public education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$10,309,198$5,762,559▼ $4,546,639
Land, Buildings, and Equipment, Net$1,407,231$998,924▼ $408,307
Prepaid Expenses and Deferred Charges$611,823$291,355▼ $320,468
Accounts Receivable$370,022$20,142▼ $349,880
Total Assets$13,196,789$15,109,353▲ $1,912,564
Other Assets Total$498,515$8,036,373▲ $7,537,858
Liabilities
Other Liabilities$15,418,413$18,266,760▲ $2,848,347
Deferred Revenue$7,148,365$3,047,402▼ $4,100,963
Accounts Payable and Accrued Expenses$381,401$598,506▲ $217,105
Total Liabilities$22,948,179$21,912,668▼ $1,035,511
Net Assets / Fund Balance
Net Assets With Donor Restrictions$105,687$5,687▼ $100,000
Net Assets Without Donor Restrictions$-9,857,077$-6,809,002▲ $3,048,075
Total Net Assets Fund Balance$-9,751,390$-6,803,315▲ $2,948,075
Total Liabilities and Net Assets / Fund Balance$13,196,789$15,109,353▲ $1,912,564

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$639,402$2,083,255$2,722,657
Leasehold Improvements$359,522$1,124,080$1,483,602
Other Assets Org$19,896--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heim JohnExecutive Director and CEOFT$379,334$8,448$387,782
Joe Renee BInterim Chief Transformation OfficerFT$263,108$18,576$281,684
Negron Francisco MChief Legal OfficerFT$218,373$36,537$254,910
Kukanova-carpenter Elena VInterim CFOFT$193,299$32,166$225,465
Mccotter-jacobs Verjeana CarolChief Equity and Member Services OffFT$170,277$27,756$198,033
Reeb John aManaging Director, OperationsFT$171,683$20,394$192,077
Mellow JaneActing Chief of AdvocacyFT$173,178$13,190$186,368
Williams Kanisha RManaging Director, Member Services &FT$155,852$16,663$172,515
Trainor Sonja HManaging Director, Legal AdvocacyFT$158,739$6,773$165,512
Cesaretti JohnInterim Managing Director, Bd & ConveningsFT$137,557$10,472$148,029
Frank S Henderson JrPresidentPT$11,500-$11,500

Board Members and Trustees

NameTitle
Kristi SwettPresident-elect
Gill GarretEx Officio Voting Director
Jim GreenEx Officio Voting Director
Michael Swain JrEx Officio Voting Director
Ruben ArchuletaEx Officio Voting Director
W Joe SchollerEx Officio Voting Director
Matthew Russell ShowalterRegional Director - Central
Steve CoronaRegional Director - Central
Becky FlesRegional Director - Ne Reg
Devin SheehanRegional Director - Ne Reg
Lydia TedoneRegional Director - Ne Reg
Marnie J MaraldoRegional Director - Pacific
Peter HoepfnerRegional Director - Pacific
Sami-al-abdrabbuhRegional Director - Pacific
Eric StroederRegional Director - Western Region
Floyd Simon JrRegional Director - Western Region
Kathy GebhardtRegional Director - Western Region
Donald R HublerSecretary Treasurer (eff. 4/2022)

Highest Paid Contractors

ContractorServicesLocationCompensation
EncoreEvent Technology Service, Used For Major5100 N RIVER ROAD SUITE 300, Schiller Park, IL 60176$703,984
Empower RetirementRetirement Plan Accounts For EmployeesPO BOX 219062, Kansas City, MO 64121$637,008
TruistManages All Bank Account ActivityPO BOX 791250, Baltimore, MD 21279$498,282
Marriott Business ServicesVenue For Multiple Conferences ThroughouPO BOX 402642, Atlanta, GA 30384$342,460
Intercontinental MiamiVenue For Conference Related Expenses100 CHOPIN PLAZA, Maimi, FL 33131$325,680
Revenue and Support

Revenue Composition

Contributions and Grants
$1,281,615
Program Service Revenue
$11,723,826
Investment Income
$365
Other Revenue
$1,410,508
All Other Contributions
$19,115
Change in Net Assets
$326,415

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,253,814
Revenue Not Reported on Financial Statements
$1,162,500
Revenue Not Reported on Form 990
$35,600
Other Revenue Adjustments
$1,162,500
Total Revenue per Audited Statements
$13,289,414
Total Revenue per Form 990
$14,416,314
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,810,163
Salaries, Compensation, and Employee Benefits$6,279,736
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,993,247$932,155-$3,925,402
Fees for Services Other$2,403,976$663,120-$3,067,096
Current Officers, Directors, Trustees, and Key Employees$1,117,529$348,023-$1,465,552
Occupancy-$934,131-$934,131
Conferences and Meetings$807,290$74,470-$881,760
Travel$320,533$214,099-$534,632
Depreciation Depletion-$384,551-$384,551
Payroll Taxes$234,739$122,429-$357,168
Other Employee Benefits$92,794$231,555-$324,349
All Other Expenses$1,931,477$-1,675,363-$256,114
Advertising$127,610$98,411-$226,021
Pension Plan Contributions$74,430$132,835-$207,265
Office Expenses$89,606$48,287-$137,893
Other Expenses$3,453$119,977-$123,430
Insurance$3,675$88,858-$92,533
Fees for Services Legal$13,700$56,330-$70,030
Total Functional Expenses$11,127,544$2,962,355$0$14,089,899

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$14,125,499
Expenses per Audited Statements$14,089,899
Total Expenses per Form 990$14,089,899
Expenses Not Reported on Form 990$35,600
Expenses Not Reported on Financial Statements$0
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$8,345,531
Accrued Pension Liability$7,873,666
Deferred Gain on Sale of Building$1,894,646
Deferred Compensation Plan Liability$152,917
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Members include 49 state associations

Form 990, Part VI, Section A, Line 7A

Association members, state associations of school boards, and their delegate elect the governing body.

Form 990, Part VI, Section A, Line 7B

The constitution and bylaws of nsba must be amended by a two-thirds vote of the members present and voting.

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

The form 990 was initially reviewed in detail by the organization's accounting department and management. Furthermore, prior to filing with the internal revenue service, a copy of the form 990 was provided to all nsba board members.

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

At the beginning of each new term year, all board members and officers sign the conflict of interest policy. If there is any real or potential conflict, the executive committee will resolve such conflicts.

Form 990, Part VI, Section B, Line 15

Annually, nsba uses benchmarks to determine appropriate compensation. Compensation for the executive director is discussed and determined by the board of directors annually.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
National School Boards Association
EIN
36-2210015
Phone
7038386722
Address
1680 DUKE STREET 2ND FLOOR, ALEXANDRIA, VA 22314

Signing Officer

Name
Mccotter-jacobs Verjena Carol
Title
Executive Director and CEO
Phone
7038386722
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mccotter-jacobs Verjeana
Formed
1949
Legal Domicile
Il
Voting Board Members
19
Independent Board Members
19
Employees
53
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Kristin a Jacquelin CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Outside services: program service expenses 2,403,976. Management and general expenses 663,120. Fundraising expenses 0. Total expenses 3,067,096.

FORM 990, PART XI, LINE 9:

Defined benefit pension plan changes -534,263. Other components of net periodic pension cost 4,318,423. Ppp loan forgiveness recognized in 2021 financial statements -1,162,500.

Financial Statement Notes

PART X, LINE 2:

Management evaluated the association's tax positions and concluded that the association had taken no uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions of this guidance. The association files tax returns in the u.s. Federal jurisdiction. With few exceptions, the association is no longer subject to income tax examinations by the u.s. Federal, state, or local tax authorities for years before 2019.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Ppp loan forgiveness recognized in 2021 financial statements 1,162,500.

Raw XML AppendixShowing 400 of 940 raw XML fields

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

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt020142
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PREMIER ADVOCATE FOR PUBLIC EDUCATION.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt098411
IRS990/AdvertisingGrp/ProgramServicesAmt0127610
IRS990/AdvertisingGrp/TotalAmt0226021
IRS990/AllOtherContributionsAmt019115
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IRS990/AllOtherExpensesGrp/TotalAmt0256114
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
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IRS990/BooksInCareOfDetail/PhoneNum07038386722
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01680 DUKE STREET 2ND FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALEXANDRIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01465552
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 219062
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 791250
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4100 CHOPIN PLAZA
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1KANSAS CITY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2BALTIMORE
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4INTERCONTINENTAL MIAMI
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IRS990/ContractorCompensationGrp/ServicesDesc3VENUE FOR MULTIPLE CONFERENCES THROUGHOU
IRS990/ContractorCompensationGrp/ServicesDesc4VENUE FOR CONFERENCE RELATED EXPENSES
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IRS990/CYInvestmentIncomeAmt0365
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IRS990/DepreciationDepletionGrp/TotalAmt0384551
IRS990/Desc0DISTRICT AND INDIVIDUAL SERVICES - NSBA PROVIDES SUPPORT, RESOURCES, EDUCATION AND MATERIALS FOR LOCAL SCHOOL DISTRICTS THAT ARE DIRECTLY INVOLVED IN NSBA PROGRAMS SUCH AS NATIONAL CONNECTION, COUNCIL OF URBAN BOARDS OF EDUCATION, COUNCIL OF SCHOOL ATTORNEYS, NATIONAL BLACK COUNCIL, NATIONAL HISPANIC COUNCIL, AND AMERICAN INDIAN ALASKA NATIVE COUNCIL.
IRS990/DescribedInSection501c3Ind01
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IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05687
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt053
IRS990/EmploymentTaxReturnsFiledInd01
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IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt056330
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IRS990/FeesForServicesLegalGrp/TotalAmt070030
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0663120
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02403976
IRS990/FeesForServicesOtherGrp/TotalAmt03067096
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IRS990/ForeignFinancialAccountInd00
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