THE SOUTHERN ASSOCIATION OF INDEPENDENT SCHOOLS INC

Address
6050 PEACHTREE PARKWAY 240-199
NORCROSS, GA 300923336
Contact
Website: http://www.sais.org
Phone: +1 (770) 789-3432
Nonprofit
NTEE: B03 - Professional Societies, Associations
EIN: 62-1062837

Mission

THE MISSION OF SAIS IS TO STRENGTHEN MEMBER SCHOOLS BY PROVIDING HIGH QUALITY ACCREDITATION PROCESSES, COMPREHENSIVE PROFESSIONAL GROWTH OPPORTUNITIES, AND VISIONARY LEADERSHIP DEVELOPMENT PROGRAMS.
 201720162015
Basic features of the organization
Year of formation1986
Subsection501(c)(3)
Organization typeCorporation
Metropolitan statistical area0520
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$424,611.00$536,992.00$391,217.00
Sum of reportable (W2/1099) compensation$394,579.00$497,269.00$356,100.00
Number of employees10911
Number of people compensated >$100k233
Number of volunteers225225225
Personnel
Assaf, Fred
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personFRED ASSAFFRED ASSAFFRED ASSAF
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Cilella, Marifred
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personMARIFRED CILELLAMARIFRED CILELLAMARIFRED CILELLA
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Clark, Josh
TitleTRUSTEETRUSTEE 
Name of key/compensated personJOSH CLARKJOSH CLARK 
Average hours per week working for org1.001.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Craig, Ian
Title TRUSTEETRUSTEE
Name of key/compensated person IAN CRAIGIAN CRAIG
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Daush, Barbara
Title PAST CHAIRCHAIR
Name of key/compensated person BARBARA DAUSHBARBARA DAUSH
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Deems, Rachel
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personRACHEL DEEMSRACHEL DEEMSRACHEL DEEMS
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Hale, Mark
TitleTREASURERTREASURERTRUSTEE
Name of key/compensated personMARK HALEMARK HALEMARK HALE
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Hulsey, Byron
TitleVICE CHAIRVICE CHAIRTRUSTEE
Name of key/compensated personBYRON HULSEYBYRON HULSEYBYRON HULSEY
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Kavanagh, Damian
Title VICE PRESIDEVICE PRESIDE
Name of key/compensated person DAMIAN KAVANAGHDAMIAN KAVANAGH
Average hours per week working for org 40.0040.00
Reportable compensation from org $116,750.00$112,725.00
Other comp, non-reportable, from org and related orgs $15,262.00$15,931.00
Position Highly compensated employeeHighly compensated employee
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Kennedy, Palmer
TitleTRUSTEE  
Name of key/compensated personPALMER KENNEDY  
Average hours per week working for org1.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Kling, Cliff
TitleTRUSTEETRUSTEE 
Name of key/compensated personCLIFF KLINGCLIFF KLING 
Average hours per week working for org1.001.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Lishman, Marvin
Title TRUSTEESECRETARY
Name of key/compensated person MARVIN LISHMANMARVIN LISHMAN
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Manning, Dennis
TitleCHAIRCHAIRTREASURER
Name of key/compensated personDENNIS MANNINGDENNIS MANNINGDENNIS MANNING
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
McGee, Bill
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personBILL MCGEEBILL MCGEEBILL MCGEE
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Michelman, Dave
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personDAVE MICHELMANDAVE MICHELMANDAVE MICHELMAN
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Murray, Ned
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personNED MURRAYNED MURRAYNED MURRAY
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Pascavage, Darren
Title SECRETARYTRUSTEE
Name of key/compensated person DARREN PASCAVAGEDARREN PASCAVAGE
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or director, OfficerIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Rainey, Jay
TitleTRUSTEE  
Name of key/compensated personJAY RAINEY  
Average hours per week working for org1.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Reed, Mark
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personMARK REEDMARK REEDMARK REED
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Spear, Lori
TitleEXECUTIVE VIEXECUTIVE VIEXECUTIVE VI
Name of key/compensated personLORI K SPEARLORI K SPEARLORI K SPEAR
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$128,530.00$125,000.00$118,375.00
Other comp, non-reportable, from org and related orgs$15,603.00$15,597.00$16,574.00
PositionHighly compensated employeeHighly compensated employeeHighly compensated employee
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Townsend, Stephanie
TitleTRUSTEE  
Name of key/compensated personSTEPHANIE TOWNSEND  
Average hours per week working for org1.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Underwood, Jay
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personJAY UNDERWOODJAY UNDERWOODJAY UNDERWOOD
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Walker, Kirk
TitlePRESIDENTPRESIDENTPRESIDENT
Name of key/compensated personKIRK WALKERKIRK WALKERKIRK WALKER
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$266,049.00$255,519.00$125,000.00
Other comp, non-reportable, from org and related orgs$14,429.00$8,684.00$2,612.00
PositionOfficerOfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Westerfield, Jacqueline
TitleSECRETARYTRUSTEETRUSTEE
Name of key/compensated personJACQUELINE WESTERFIELDJACQUELINE WESTERFIELDJACQUELINE WESTERFIELD
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Whiteside, Sarah
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personSARAH WHITESIDESARAH WHITESIDESARAH WHITESIDE
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Purpose: mission, activities & accomplishments
Mission or significant activitiesSEE PAGE 2 PART IIISEE PAGE 2 PART IIISEE PAGE 2 PART III
Program expenses (total)$1,358,626.00$1,265,649.00$1,257,425.00
Programs, including revenue & expenses
ACCREDITATION: ACCREDITATION IS A VOLUNTARY PROCESS OF SELF-EVALUATION AND CONTINUOUS IMPROVEMENT THAT REFLECTS A SCHOOL'S COMPLIANCE WITH REQUIRED STANDARDS/INDICATORS; INVOLVES A SELF-STUDY; AND INCLUDES A PEER REVIEW BY EDUCATORS FROM OUTSIDE OF THEIR SCHOOL. INDEPENDENT SCHOOLS THAT SEEK ACCREDITATION THROUGH SAIS UNDERSTAND THAT THE PROCESS IS DESIGNED SPECIFICALLY FOR THE SCHOOL. SAIS ACCREDITATION ALLOWS THE SCHOOL TO TELL THEIR STORY, TO SET THEIR GOALS, TO BE "INDEPENDENT," WHILE STILL FULFILLING THE STRINGENT AND FOCUSED COMPLIANCE REQUIREMENTS OF SAIS'S PROCESS. SAIS ACCREDITATION FOCUSES ON THE SCHOOL AND THEIR EFFORTS TO FULFILL THE SCHOOL'S MISSION.
Program expenses$679,721.00$608,204.00$629,090.00
Grants and allocations made  $25,000.00
Program descriptionACCREDITATION: ACCREDITATION IS A VOLUNTARY PROCESS OF SELF-EVALUATION AND CONTINUOUS IMPROVEMENT THAT REFLECTS A SCHOOL'S COMPLIANCE WITH REQUIRED STANDARDS/INDICATORS; INVOLVES A SELF-STUDY; AND INCLUDES A PEER REVIEW BY EDUCATORS FROM OUTSIDE OF THEIR SCHOOL. INDEPENDENT SCHOOLS THAT SEEK ACCREDITATION THROUGH SAIS UNDERSTAND THAT THE PROCESS IS DESIGNED SPECIFICALLY FOR THE SCHOOL. SAIS ACCREDITATION ALLOWS THE SCHOOL TO TELL THEIR STORY, TO SET THEIR GOALS, TO BE "INDEPENDENT," WHILE STILL FULFILLING THE STRINGENT AND FOCUSED COMPLIANCE REQUIREMENTS OF SAIS'S PROCESS. SAIS ACCREDITATION FOCUSES ON THE SCHOOL AND THEIR EFFORTS TO FULFILL THE SCHOOL'S MISSION.ACCREDITATION: ACCREDITATION IS A VOLUNTARY PROCESS OF SELF-EVALUATION AND CONTINUOUS IMPROVEMENT THAT REFLECTS A SCHOOL'S COMPLIANCE WITH REQUIRED STANDARDS/INDICATORS; INVOLVES A SELF-STUDY; AND INCLUDES A PEER REVIEW BY EDUCATORS FROM OUTSIDE OF THEIR SCHOOL. INDEPENDENT SCHOOLS THAT SEEK ACCREDITATION THROUGH SAIS UNDERSTAND THAT THE PROCESS IS DESIGNED SPECIFICALLY FOR THE SCHOOL. SAIS ACCREDITATION ALLOWS THE SCHOOL TO TELL THEIR STORY, TO SET THEIR GOALS, TO BE "INDEPENDENT," WHILE STILL FULFILLING THE STRINGENT AND FOCUSED COMPLIANCE REQUIREMENTS OF SAIS'S PROCESS. SAIS ACCREDITATION FOCUSES ON THE SCHOOL AND THEIR EFFORTS TO FULFILL THE SCHOOL'S MISSION.ACCREDITATION: ACCREDITATION IS A VOLUNTARY PROCESS OF SELF-EVALUATION AND CONTINUOUS IMPROVEMENT THAT REFLECTS A SCHOOL'S COMPLIANCE WITH REQUIRED STANDARDS/INDICATORS; INVOLVES A SELF-STUDY; AND INCLUDES A PEER REVIEW BY EDUCATORS FROM OUTSIDE OF THEIR SCHOOL. INDEPENDENT SCHOOLS THAT SEEK ACCREDITATION THROUGH SAIS UNDERSTAND THAT THE PROCESS IS DESIGNED SPECIFICALLY FOR THE SCHOOL. SAIS ACCREDITATION ALLOWS THE SCHOOL TO TELL THEIR STORY, TO SET THEIR GOALS, TO BE "INDEPENDENT," WHILE STILL FULFILLING THE STRINGENT AND FOCUSED COMPLIANCE REQUIREMENTS OF SAIS'S PROCESS. SAIS ACCREDITATION FOCUSES ON THE SCHOOL AND THEIR EFFORTS TO FULFILL THE SCHOOL'S MISSION.
OTHER EXPENSES INCURRED IN HELPING ORGANIZATION ACHEIVE THE STATED MISSION
Program expenses$310,853.00$314,581.00$287,699.00
Grants and allocations made$25,000.00$25,000.00 
Program descriptionOTHER EXPENSES INCURRED IN HELPING ORGANIZATION ACHEIVE THE STATED MISSIONOTHER EXPENSES INCURRED IN HELPING ORGANIZATION ACHEIVE THE STATED MISSIONOTHER EXPENSES INCURRED IN HELPING ORGANIZATION ACHEIVE THE STATED MISSION
PROFESSIONAL DEVELOPMENT: SAIS PROVIDES A VARIETY OF PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR THE HEAD OF SCHOOL, OTHER SCHOOL ADMINISTRATORS, SCHOOL BOARD, AND NEW TEACHERS.
Program expenses$368,052.00$342,864.00$340,636.00
Program descriptionPROFESSIONAL DEVELOPMENT: SAIS PROVIDES A VARIETY OF PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR THE HEAD OF SCHOOL, OTHER SCHOOL ADMINISTRATORS, SCHOOL BOARD, AND NEW TEACHERS.PROFESSIONAL DEVELOPMENT: SAIS PROVIDES A VARIETY OF PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR THE HEAD OF SCHOOL, OTHER SCHOOL ADMINISTRATORS, SCHOOL BOARD, AND NEW TEACHERS.PROFESSIONAL DEVELOPMENT: SAIS PROVIDES A VARIETY OF PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR THE HEAD OF SCHOOL, OTHER SCHOOL ADMINISTRATORS, SCHOOL BOARD, AND NEW TEACHERS.
Financial data
Expense categories (totals)
Sum (total functional expenses)$1,907,761.00$1,802,436.00$1,811,262.00
Program services (total functional expenses)$1,358,626.00$1,265,649.00$1,257,425.00
Management & general (total functional expenses)$549,135.00$536,787.00$553,837.00
Fundraising (total functional expenses)$0.00$0.00$0.00
Revenue
Total revenue$2,072,565.00$1,875,989.00$1,847,441.00
Program service revenue (total)$596,737.00$572,424.00$604,244.00
Revenue from contributions (total)$1,332,304.00$1,260,582.00$1,159,734.00
Investment income$4,978.00-$62,727.00$21,428.00
Total unrelated business revenue$0.00$0.00$0.00
Other revenue, current yr$138,546.00$105,710.00$62,035.00
Total revenue from grants, etc., current yr$1,332,304.00$1,260,582.00$1,159,734.00
Gross receipts$2,495,686.00$2,008,599.00$1,884,594.00
Sources of contributions
Contributions revenue from membership dues$1,332,304.00$1,260,582.00$1,159,734.00
Other types of revenue
Miscellaneous revenue (total)$48,875.00$46,630.00$62,035.00
Income from dividends, interest, and similar investments$38,541.00$22,383.00$33,581.00
Net rental income$89,671.00$59,080.00$0.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00
Assets and liabilities
Total assets$2,380,692.00$2,001,332.00$1,686,718.00
Total assets, beginning of year$2,001,332.00$1,686,718.00$1,665,740.00
Total liabilities$861,783.00$817,089.00$714,304.00
Total liabilities, beginning of year$817,089.00$714,304.00$645,670.00
Net assets$1,518,909.00$1,184,243.00$972,414.00
Net assets, beginning of year$1,184,243.00$972,414.00$1,020,070.00
Other liabilities$23,979.00$33,967.00$41,846.00
Investments: other securities$1,362,123.00$1,199,103.00$1,101,787.00
Cash: non-interest bearing$915,797.00$706,484.00$467,424.00
Cash: non-interest bearing, beginning of year$706,484.00$467,424.00$319,787.00
Other financial variables
Revenue less expenses$164,804.00$73,553.00$36,179.00
Accounts receivable, net$19,659.00$22,991.00$22.00
Prepaid expenses & deferred charges$67,348.00$58,335.00$48,952.00
Accounts payable & accrued expenses$21,530.00$14,547.00$15,699.00
Deferred revenue$816,274.00$768,575.00$656,759.00
Total net assets or fund balances$1,518,909.00$1,184,243.00$972,414.00
Depreciation, depletion, amortization$4,148.00$5,993.00$22,735.00
Governance and accountability
Number of voting members181917
Number of independent voting members181917
Financial sheets auditedTrueTrueTrue
Tax year start date2017-01-012016-01-012015-01-01
Tax year end date2017-12-312016-12-312015-12-31
Accounting methodAccrualAccrualAccrual
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrueTrue
Metadata about the filing
E-return type990990990
Reason for form submission
Address change  True
Date e-filing submitted2018-11-012017-10-162017-01-18
IRS schema version2017v2.32016v3.02015v2.1
Filing identifier201822479349301407201711229349301711201602779349300490
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