Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 07-01-2013 , 2013, and ending 06-30-2014
BCheck if applicable:
CName of organization
INDEPENDENT SCHOOLS ASSOCIATION OF THE
CENTRAL STATES
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
55 WEST WACKER DRIVE NO 701
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60601
D Employer identification number

36-2715311
E Telephone number

G Gross receipts $ 2,184,910
F Name and address of principal officer:
CLAUDIA DAGGETT
55 WEST WACKER DR STE 701
CHICAGO,IL60610
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.ISACS.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1908
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROVIDE ASSISTANCE AND SUPPORT TO THE TEACHERS AND ADMINISTRATORS OF CONSTITUENT SCHOOLS
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 23
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 23
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 10
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -5,216
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 942,757 1,020,730
9 Program service revenue (Part VIII, line 2g) ......... 749,193 885,117
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 23,839 22,356
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 4,848 -2,866
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,720,637 1,925,337
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 776,000 773,613
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,473    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 895,790 1,106,535
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,671,790 1,880,148
19 Revenue less expenses. Subtract line 18 from line 12....... 48,847 45,189
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,633,324 2,663,759
21 Total liabilities (Part X, line 26)............. 805,818 791,064
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,827,506 1,872,695
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: THE PURPOSE OF ISACS IS TO PROMOTE THE DEVELOPMENT OF STRONG LEARNING COMMUNITIES CHARACTERIZED BY HIGH ACHIEVEMENTS, SOCIAL RESPONSIBILITY, AND INDEPENDENCE OF GOVERNANCE, PROGRAMS AND POLICIES. THE GOAL IS ACHIEVED THROUGH A RIGOROUS ACCREDITATION PROCESS, TARGETED PROFESSIONAL DEVELOPMENT PROGRAMS, AND FOCUSED SUPPORT SERVICES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,145,475 including grants of $   ) (Revenue $ 150,097 )
EVALUATION OF MEMBER ORGANIZATION HEADMASTERS, TEACHERS AND ADMINISTRATORS OF MEMBERS, EVALUATION OF MEMBER ORGANIZATIONS
4b (Code:   ) (Expenses $ 569,376 including grants of $   ) (Revenue $ 735,020 )
CONFERENCES AND WORKSHOPS FOR HEADMASTERS, TEACHERS, AND ADMINISTRATORS OF MEMBER ORGANIZATIONS
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet1,714,851
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
25
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
10
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
23
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
23
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletCLAUDIA DAGGETT55 WEST WACKER DR SUITE 701CHICAGOIL60601 (312) 255-1244
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) PAMELA JORDAN........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(2) ANN KLOTZ........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(3) BONNIE CAMPBELL........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(4) LISA HUXLEY........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(5) JOHN BUXTON........................................................................
PAST CHAIRMAN
 1.50
.......................   		X           0 0 0
(6) DAWN NICHOLS........................................................................
CHAIRMAN
 1.50
.......................   		X           0 0 0
(7) JOHN FARBER........................................................................
VICE CHAIRMAN
 1.50
.......................   		X           0 0 0
(8) TED GRAF........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(9) TOM HOERR........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(10) JASON LOPEZ........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(11) MOTOKO MAEGAWA........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(12) STEVEN MCCOLLUM........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(13) ALICE MUNNINGHOFF........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(14) RICHARD SANDERS........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(15) DAVID HARRIS........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(16) KEN UCKOTTER........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(17) PETE PULLEN........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) VALERIE BELL........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(19) ARLYCE M SEIBERT........................................................................
SECRETARY
 1.50
.......................   		X           0 0 0
(20) LUKE FELKER........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(21) ELISABETH RAASCH........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(22) ALEXANDRA THURSTONE........................................................................
TREASURER
 1.50
.......................   		X           0 0 0
(23) CHUCK WEBSTER........................................................................
TRUSTEE
 1.50
.......................   		X           0 0 0
(24) KEITH SHAHAN........................................................................
PRESIDENT
 40.00
.......................   		    X       230,313 0 34,306












1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 230,313 0 34,306
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b 963,730
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		57,000
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 1,020,730
Program Service RevenueAmt Business Code
2a CONFERENCES & WORKSHOP 611600 735,020 735,020    
b EVALUATION ASSESSMENT 611710 150,097 150,097    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 885,117
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 23,303     23,303
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 10,410  
b Less: rental expenses 15,626  
c Rental income or (loss) -5,216  
d Net rental income or (loss).......MediumBullet -5,216   -5,216  
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 243,000  
b Less: cost or other basis and sales expenses 243,000 947
c Gain or (loss) 0 -947
d Net gain or (loss)..........MediumBullet -947     -947
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a MISCELLANEOUS INCOME 611600 2,350 2,350    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 2,350
12 Total revenue. See Instructions......MediumBullet 1,925,337 887,467 -5,216 22,356
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 264,619 244,911 14,536 5,172
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 397,731 375,560 22,171  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 24,644 23,348 1,296  
9 Other employee benefits ....... 45,571 42,842 2,729  
10 Payroll taxes ........... 41,048 38,545 2,202 301
11 Fees for services (non-employees):        
a Management ...... 36,153   36,153  
b Legal ......... 5,000 5,000    
c Accounting ........... 14,914 8,950 5,964  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........        
12 Advertising and promotion ....        
13 Office expenses ....... 20,744 15,195 5,549  
14 Information technology ...... 36,794 36,794    
15 Royalties ..        
16 Occupancy ........... 77,167 56,525 20,642  
17 Travel ............ 111,105 111,105    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 569,375 569,375    
20 Interest ........... 12,644   12,644  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 23,942 17,538 6,404  
23 Insurance .............. 19,104 19,104    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a SURVEY EXPENSES 117,989 117,989    
b MISCELLANEOUS 31,848 2,314 29,534  
c CREDIT CARD EXPENSE 14,218 14,218    
d PRINTING 12,895 12,895    
e All other expenses 2,643 2,643    
25 Total functional expenses. Add lines 1 through 24e 1,880,148 1,714,851 159,824 5,473
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 272,895 1 244,262
2 Savings and temporary cash investments ......... 1,286,398 2 1,169,779
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 44,168 4 55,091
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 61,963 9 60,841
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,263,496
b Less: accumulated depreciation ..... 10b 129,710 967,900 10c 1,133,786
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 2,633,324 16 2,663,759
Liabilities 17 Accounts payable and accrued expenses ......... 15,375 17 38,992
18 Grants payable .................   18  
19 Deferred revenue ................ 371,920 19 350,165
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 416,685 23 401,907
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 1,838 25 0
26 Total liabilities. Add lines 17 through 25......... 805,818 26 791,064
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 1,827,506 27 1,834,695
28 Temporarily restricted net assets ...........   28 38,000
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 1,827,506 33 1,872,695
34 Total liabilities and net assets/fund balances ........ 2,633,324 34 2,663,759
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,925,337
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,880,148
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
45,189
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,827,506
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,872,695
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
INDEPENDENT SCHOOLS ASSOCIATION OF THE
CENTRAL STATES
Employer identification number

36-2715311
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
No
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
(A) ACADEMY OF THE SACRED HEART
  		381358173 2   No Yes   Yes   4,900
(B) AGNON SCHOOL
  		341043767 2   No Yes   Yes   4,220
(C) AMOS AND CELIA HEILICHER MINNEAPOLIS JEWISH DAY SCHOOL
  		411522634 2   No Yes   Yes   4,220
(D) ANDREWS OSBORNE ACADEMY
  		340714625 2   No Yes   Yes   4,220
(E) ALCUIN MONTESSORI SCHOOL
  		362464693 2   No Yes   Yes   3,160
(F) AVERY COONLEY SCHOOL
  		362171680 2   No Yes   Yes   4,220
(G) BAKER DEMONSTRATION SCHOOL INC
  		201770644 2   No Yes   Yes   4,220
(H) BARAT ACADEMY
  		202666579 2   No Yes   Yes   3,160
(I) BARSTOW SCHOOL
  		440546207 2   No Yes   Yes   5,940
(J) BERNARD ZELL ANSHE EMET DAY SCHOOL
  		362166955 2   No Yes   Yes   4,900
(K) BISHOP SEABURY ACADEMY
  		481143932 2   No Yes   Yes   3,160
(L) BLAKE SCHOOL
  		237243247 2   No Yes   Yes   8,415
(M) BREBEUF JESUIT PREPARATORY SCHOOL
  		351062640 2   No Yes   Yes   7,355
(N) BRECK SCHOOL
  		410693894 2   No Yes   Yes   8,415
(O) BREHM PREPARATORY SCHOOL
  		371107721 2   No Yes   Yes   2,120
(P) BRICKTON MONTESSORI SCHOOL
  		363443480 2   No Yes   Yes   2,120
(Q) BRITISH SCHOOL OF CHICAGO
  		364446288 2   No Yes   Yes   500
(R) BROWNELL-TALBOT SCHOOL
  		470376595 2   No Yes   Yes   4,900
(S) CANTERBURY SCHOOL
  		351410931 2   No Yes   Yes   8,415
(T) CANTON COUNTRY DAY SCHOOL
  		340938702 2   No Yes   Yes   3,160
(U) CAPITAL DAY SCHOOL
  		616010997 2   No Yes   Yes   3,160
(V) CATHEDRAL HIGH SCHOOL
  		356254955 2   No Yes   Yes   8,415
(W) CHAMINADE COLLEGE PREPARATORY SCHOOL
  		430653275 2   No Yes   Yes   7,355
(X) CHANCE SCHOOL
  		610549871 2   No Yes   Yes   3,160
(Y) CHESTERFIELD DAY SCHOOL
  		430955679 2   No Yes   Yes   3,160
(Z) CHESTERFIELD MONTESSORI SCHOOL
  		431944968 2   No Yes   Yes   2,120
(AA) CHIARAVALLE MONTESSORI SCHOOL
  		362580506 2   No Yes   Yes   4,220
(AB) CHICAGO ACADEMY OF THE ARTS
  		363084905 2   No Yes   Yes   2,120
(AC) CHICAGO CITY DAY SCHOOL
  		363127582 2   No Yes   Yes   3,160
(AD) CHICAGO JEWISH DAY SCHOOL
  		364437180 2   No Yes   Yes   3,160
(AE) CHICAGO WALDORF SCHOOL
  		366095133 2   No Yes   Yes   4,220
(AF) CHURCHILL CENTER & SCHOOL FOR LEARNING DISABILITIES
  		431123374 2   No Yes   Yes   2,120
(AG) CINCINNATI COUNTRY DAY SCHOOL
  		310536970 2   No Yes   Yes   7,355
(AH) CINCINNATI HILLS CHRISTIAN ACADEMY
  		311225392 2   No Yes   Yes   8,415
(AI) CITY ACADEMY
  		311619379 2   No Yes   Yes   3,160
(AJ) CLAPHAM SCHOOL
  		203822878 2   No Yes   Yes   2,120
(AK) COLUMBIA INDEPENDENT SCHOOL
  		431765806 2   No Yes   Yes   4,220
(AL) COLUMBUS ACADEMY
  		314379445 2   No Yes   Yes   8,415
(AM) COLUMBUS SCHOOL FOR GIRLS
  		314379452 2   No Yes   Yes   4,900
(AN) COLUMBUS TORAH SCHOOL
  		314428025 2   No Yes   Yes   3,160
(AO) COMMUNITY SCHOOL
  		430653286 2   No Yes   Yes   4,220
(AP) CONVENT OF THE VISITATION SCHOOL
  		410693957 2   No Yes   Yes   4,900
(AQ) CORNERSTONE SCHOOLS ASSOCIATION
  		382995984 2   No Yes   Yes   4,900
(AR) COUNTRYSIDE MONTESSORI SCHOOL
  		362726074 2   No Yes   Yes   2,120
(AS) COUNTRYSIDE SCHOOL
  		371296174 2   No Yes   Yes   2,120
(AT) CRANBROOK SCHOOLS
  		382015048 2   No Yes   Yes   8,415
(AU) CROSSROADS COLLEGE PREPARATORY SCHOOL
  		237363267 2   No Yes   Yes   3,160
(AV) DA VINCI ACADEMY
  		364359668 2   No Yes   Yes   2,120
(AW) DAYCROFT MONTESSORI SCHOOL
  		382430758 2   No Yes   Yes   3,160
(AX) DETROIT COUNTRY DAY SCHOOL
  		381359251 2   No Yes   Yes   8,415
(AY) DETROIT WALDORF SCHOOL
  		381790921 2   No Yes   Yes   2,120
(AZ) EDGEWOOD CHILDREN'S CENTER
  		430653305 2   No Yes   Yes   3,160
(BA) EDGEWOOD HIGH SCHOOL
  		391299613 2   No Yes   Yes   4,900
(BB) ELGIN ACADEMY
  		362205984 2   No Yes   Yes   4,220
(BC) EMERSON SCHOOL
  		237442766 2   No Yes   Yes   4,220
(BD) ETON ACADEMY
  		382298096 2   No Yes   Yes   3,160
(BE) EVANSVILLE DAY SCHOOL
  		351020931 2   No Yes   Yes   3,160
(BF) FOREST RIDGE ACADEMY
  		311038248 2   No Yes   Yes   3,160
(BG) FORSYTH SCHOOL
  		430829718 2   No Yes   Yes   4,220
(BH) FRANCIS W PARKER SCHOOL
  		362171732 2   No Yes   Yes   8,415
(BI) FRIENDS SCHOOL IN DETROIT
  		381753900 2   No Yes   Yes   2,120
(BJ) FRIENDS SCHOOL OF MINNESOTA
  		363586741 2   No Yes   Yes   3,160
(BK) GILMOUR ACADEMY
  		340745523 2   No Yes   Yes   5,940
(BL) GOOD SHEPHARD MONTESSORI SCHOOL
  		043673627 2   No Yes   Yes   2,120
(BM) GRAND RIVER ACADEMY
  		340753533 2   No Yes   Yes   2,120
(BN) GREENHILLS SCHOOL
  		386143974 2   No Yes   Yes   4,900
(BO) GROSSE POINTE ACADEMY
  		381359080 2   No Yes   Yes   3,160
(BP) GROVES ACADEMY
  		410979871 2   No Yes   Yes   3,160
(BQ) HATHAWAY BROWN SCHOOL
  		340714426 2   No Yes   Yes   7,355
(BR) HAWKEN SCHOOL
  		340714427 2   No Yes   Yes   8,415
(BS) HILLEL DAY SCHOOL
  		381586703 2   No Yes   Yes   4,900
(BT) HORIZON ACADEMY
  		481185324 2   No Yes   Yes   2,120
(BU) HUDSON MONTESSORI SCHOOL
  		340903793 2   No Yes   Yes   3,160
(BV) HYDE PARK DAY SCHOOL
  		363900221 2   No Yes   Yes   2,120
(BW) HYMAN BRAND HEBREW ACADEMY
  		486125262 2   No Yes   Yes   3,160
(BX) INTERLOCHEN ARTS ACADEMY
  		381689022 2   No Yes   Yes   4,900
(BY) INTERNATIONAL SCHOOL OF INDIANA
  		351887161 2   No Yes   Yes   4,900
(BZ) JAPHET SCHOOL
  		382118393 2   No Yes   Yes   2,120
(CA) JOHN BURROUGHS SCHOOL
  		430652619 2   No Yes   Yes   4,900
(CB) KALAMAZOO COUNTRY DAY SCHOOL
  		382266451 2   No Yes   Yes   2,120
(CC) KAZOO SCHOOL
  		382058301 2   No Yes   Yes   2,120
(CD) KEITH COUNTRY DAY SCHOOL
  		362416675 2   No Yes   Yes   3,160
(CE) KENTUCKY COUNTRY DAY SCHOOL
  		610731998 2   No Yes   Yes   8,415
(CF) LA LUMIERE SCHOOL
  		351085350 2   No Yes   Yes   3,160
(CG) LAKE COUNTRY SCHOOL
  		411278205 2   No Yes   Yes   4,220
(CH) LAKE FOREST ACADEMY
  		362216167 2   No Yes   Yes   4,220
(CI) LAKE FOREST COUNTRY DAY SCHOOL
  		362415685 2   No Yes   Yes   4,220
(CJ) LAKE RIDGE ACADEMY
  		346519833 2   No Yes   Yes   4,220
(CK) LATIN SCHOOL OF CHICAGO
  		362258525 2   No Yes   Yes   8,415
(CL) LAUREL SCHOOL
  		340714451 2   No Yes   Yes   5,940
(CM) LAWRENCE SCHOOL
  		341137455 2   No Yes   Yes   3,160
(CN) LEELANAU SCHOOL
  		386061392 2   No Yes   Yes   2,120
(CO) LINSLEY SCHOOL
  		550357035 2   No Yes   Yes   4,220
(CP) LOGOS SCHOOL
  		430968673 2   No Yes   Yes   2,120
(CQ) LOUISVILLE COLLEGIATE SCHOOL
  		610449630 2   No Yes   Yes   5,940
(CR) LYCEE FRANCAIS DE CHICAGO
  		364002001 2   No Yes   Yes   5,940
(CS) MADISON COUNTRY DAY SCHOOL
  		391832986 2   No Yes   Yes   4,220
(CT) MAHARISHI SCHOOL OF THE AGE OF ENLIGHTENMENT
  		421315493 2   No Yes   Yes   3,160
(CU) MANSION DAY SCHOOL
  		510530857 2   No Yes   Yes   2,120
(CV) MARBURN ACADEMY
  		311011901 2   No Yes   Yes   3,160
(CW) MARSHALL SCHOOL
  		410765672 2   No Yes   Yes   4,900
(CX) MARY INSTITUTE AND ST LOUIS COUNTRY DAY SCHOOL
  		430653366 2   No Yes   Yes   8,415
(CY) MAUMEE VALLEY COUNTRY DAY SCHOOL
  		344431301 2   No Yes   Yes   4,900
(CZ) MEREDITH-DUNN SCHOOL
  		237339248 2   No Yes   Yes   3,160
(DA) MESSMER HIGH SCHOOL
  		391482053 2   No Yes   Yes   5,940
(DB) MIDWEST ACADEMY
  		351890348 2   No Yes   Yes   2,120
(DC) MILWAUKEE JEWISH DAY SCHOOL
  		391384843 2   No Yes   Yes   3,160
(DD) MILWAUKEE MONTESSORI SCHOOL
  		391016541 2   No Yes   Yes   4,220
(DE) MINNEHAHA ACADEMY
  		410693870 2   No Yes   Yes   8,415
(DF) MIRIAM SCHOOL
  		430667478 2   No Yes   Yes   2,120
(DG) MISSOURI MILITARY ACADEMY
  		430415670 2   No Yes   Yes   3,160
(DH) MONTESSORI ACADEMY AT EDISON LAKES
  		237092572 2   No Yes   Yes   3,160
(DI) MORGAN PARK ACADEMY
  		361502650 2   No Yes   Yes   4,220
(DJ) MOUNDS PARK ACADEMY
  		411420915 2   No Yes   Yes   4,900
(DK) NEW CITY SCHOOL
  		430915883 2   No Yes   Yes   4,220
(DL) THE NEW SCHOOL MONTESSORI
  		310793927 2   No Yes   Yes   2,120
(DM) NORTH PARK ELEMENTARY SCHOOL
  		363087255 2   No Yes   Yes   3,160
(DN) NORTH SHORE COUNTRY DAY SCHOOL
  		361558460 2   No Yes   Yes   4,900
(DO) NOTRE DAME DE SCION SCHOOL
  		431550474 2   No Yes   Yes   5,940
(DP) NOTRE DAME PREPARATORY SCHOOL AND MARIST ACADEMY
  		381474934 2   No Yes   Yes   8,415
(DQ) OAK FARM MONTESSORI SCHOOL
  		352089006 2   No Yes   Yes   3,160
(DR) OAKHILL DAY SCHOOL
  		446001359 2   No Yes   Yes   3,160
(DS) OLD TRAIL SCHOOL
  		340737805 2   No Yes   Yes   4,900
(DT) OLNEY FRIENDS SCHOOL
  		340235480 2   No Yes   Yes   2,120
(DU) ORCHARD SCHOOL
  		350909975 2   No Yes   Yes   5,940
(DV) PARK TUDOR SCHOOL
  		350909976 2   No Yes   Yes   8,415
(DW) PEMBROKE HILL SCHOOL
  		431326059 2   No Yes   Yes   8,415
(DX) PEORIA ACADEMY
  		364346113 2   No Yes   Yes   3,160
(DY) PRAIRIE SCHOOL
  		396074931 2   No Yes   Yes   5,940
(DZ) PROVIDENCE ACADEMY
  		411883866 2   No Yes   Yes   8,415
(EA) PULASKI ACADEMY
  		710424553 2   No Yes   Yes   8,415
(EB) QUEST ACADEMY
  		363196542 2   No Yes   Yes   3,160
(EC) RIVERMONT COLLEGIATE
  		420703279 2   No Yes   Yes   3,160
(ED) ROGERS PARK MONTESSORI SCHOOL
  		362597822 2   No Yes   Yes   4,220
(EE) ROHAN WOODS SCHOOL
  		431337932 2   No Yes   Yes   2,120
(EF) ROSSMAN SCHOOL
  		430763748 2   No Yes   Yes   3,160
(EG) ROYCEMORE SCHOOL
  		361711590 2   No Yes   Yes   3,160
(EH) RUDOLF STEINER SCHOOL OF ANN ARBOR
  		382242069 2   No Yes   Yes   4,220
(EI) RUFFING MONTESSORI SCHOOL
  		341217313 2   No Yes   Yes   4,220
(EJ) SACRED HEART SCHOOL
  		362170839 2   No Yes   Yes   5,940
(EK) SAINT JOHN'S PREPARATORY SCHOOL
  		410693973 2   No Yes   Yes   4,220
(EL) SAINT LOUIS PRIORY SCHOOL
  		430713971 2   No Yes   Yes   4,220
(EM) SAINT THOMAS ACADEMY
  		416045110 2   No Yes   Yes   5,940
(EN) SAYRE SCHOOL
  		610449657 2   No Yes   Yes   4,900
(EO) SCATTERGOOD FRIENDS SCHOOL
  		420698192 2   No Yes   Yes   2,120
(EP) SCIENCE AND ARTS ACADEMY
  		363838771 2   No Yes   Yes   3,160
(EQ) SHATTUCK-ST MARY'S SCHOOL
  		410696908 2   No Yes   Yes   4,220
(ER) SOUTHFIELD CHRISTIAN SCHOOL
  		381456048 2   No Yes   Yes   4,900
(ES) SPRINGER SCHOOL AND CENTER
  		310672662 2   No Yes   Yes   3,160
(ET) ST FRANCIS HIGH SCHOOL
  		310896538 2   No Yes   Yes   4,220
(EU) ST JOHN'S NORTHWESTERN MILITARY ACADEMY
  		390817523 2   No Yes   Yes   3,160
(EV) ST JOSEPH INSTITUTE FOR THE DEAF
  		430653494 2   No Yes   Yes   2,120
(EW) ST PAUL ACADEMY AND SUMMIT SCHOOL
  		410943433 2   No Yes   Yes   7,355
(EX) ST PAUL'S EPISCOPAL DAY SCHOOL
  		430799151 2   No Yes   Yes   4,900
(EY) ST RICHARD'S EPISCOPAL SCHOOL
  		356007169 2   No Yes   Yes   4,220
(EZ) STANLEY CLARK SCHOOL
  		351019540 2   No Yes   Yes   4,220
(FA) STEPPINGSTONE SCHOOL FOR GIFTED EDUCATION
  		382377598 2   No Yes   Yes   2,120
(FB) SUBIACO ACADEMY
  		043732488 2   No Yes   Yes   3,160
(FC) SUMMERS-KNOLL SCHOOL
  		383235125 2   No Yes   Yes   2,120
(FD) SUMMIT ACADEMY OF GREATER LOUISVILLE INC
  		611214457 2   No Yes   Yes   2,120
(FE) SYCAMORE SCHOOL
  		351627876 2   No Yes   Yes   4,220
(FF) ANCONA SCHOOL
  		362486610 2   No Yes   Yes   3,160
(FG) THE ANTHONY SCHOOL
  		710708868 2   No Yes   Yes   4,220
(FH) THE CATHERINE COOK SCHOOL
  		362836473 2   No Yes   Yes   4,900
(FI) THE CLEAR SPRING SCHOOL
  		710459367 2   No Yes   Yes   2,120
(FJ) THE COLLEGE SCHOOL
  		431154605 2   No Yes   Yes   3,160
(FK) THE COLUMBUS JEWISH DAY SCHOOL
  		311482374 2   No Yes   Yes   2,120
(FL) THE CULVER ACADEMIES
  		350868071 2   No Yes   Yes   7,355
(FM) THE DE PAUL SCHOOL
  		610711082 2   No Yes   Yes   3,160
(FN) THE FULTON SCHOOL OF ST ALBANS
  		431666028 2   No Yes   Yes   2,120
(FO) FORTUNE ACADEMY
  		352148108 2   No Yes   Yes   2,120
(FP) THE INDEPENDENT SCHOOL
  		480914282 2   No Yes   Yes   4,900
(FQ) THE JEAN AND SAMUEL FRANKEL JEWISH ACADEMY OF METROPOLITAN DETROIT
  		383428219 2   No Yes   Yes   3,160
(FR) THE LEXINGTON SCHOOL
  		610563291 2   No Yes   Yes   4,900
(FS) THE LILLIAN AND BETTY RATNER SCHOOL
  		341367106 2   No Yes   Yes   3,160
(FT) THE MIAMI VALLEY SCHOOL
  		310591154 2   No Yes   Yes   4,900
(FU) THE NEW SCHOOL
  		710422196 2   No Yes   Yes   4,220
(FV) THE OAKS ACADEMY
  		352050595 2   No Yes   Yes   4,900
(FW) THE PATHFINDER SCHOOL INC
  		208457978 2   No Yes   Yes   2,120
(FX) THE PRINCIPIA SCHOOL
  		430652667 2   No Yes   Yes   4,220
(FY) THE ROEPER SCHOOL
  		381561062 2   No Yes   Yes   4,900
(FZ) THE SAUL MIROWITZ JEWISH COMMUNITY SCHOOL
  		431772004 2   No Yes   Yes   3,160
(GA) THE SEVEN HILLS SCHOOL
  		310536666 2   No Yes   Yes   8,415
(GB) THE ST MICHAEL SCHOOL OF CLAYTON
  		430653283 2   No Yes   Yes   2,120
(GC) THE SUMMIT COUNTRY DAY SCHOOL
  		310537173 2   No Yes   Yes   8,415
(GD) THE SUMMIT PREPARATORY SCHOOL OF SOUTHWEST MISSOURI
  		753166533 2   No Yes   Yes   3,160
(GE) THE VALLEY SCHOOL
  		381918634 2   No Yes   Yes   500
(GF) THE WELLINGTON SCHOOL
  		310977200 2   No Yes   Yes   4,900
(GG) THOMAS JEFFERSON INDEPENDENT DAY SCHOOL
  		431626282 2   No Yes   Yes   3,160
(GH) THOMAS JEFFERSON SCHOOL
  		430618908 2   No Yes   Yes   2,120
(GI) TOPEKA COLLEGIATE SCHOOL
  		480940713 2   No Yes   Yes   3,160
(GJ) TRINITY SCHOOL AT GREENLAWN
  		351502075 2   No Yes   Yes   3,160
(GK) TRINITY SCHOOL AT RIVER RIDGE
  		351502075 2   No Yes   Yes   3,160
(GL) UNIVERSITY HEIGHTS ACADEMY
  		610847737 2   No Yes   Yes   4,220
(GM) UNIVERSITY HIGH SCHOOL OF INDIANA
  		352034546 2   No Yes   Yes   3,160
(GN) UNIVERSITY LAKE SCHOOL
  		390942763 2   No Yes   Yes   3,160
(GO) UNIVERSITY LIGGETT SCHOOL
  		381360536 2   No Yes   Yes   4,900
(GP) UNIVERSITY OF CHICAGO LABORATORY SCHOOLS
  		362177139 2   No Yes   Yes   8,415
(GQ) UNIVERSITY SCHOOL
  		340714720 2   No Yes   Yes   7,355
(GR) UNIVERSITY SCHOOL OF MILWAUKEE
  		396076442 2   No Yes   Yes   8,415
(GS) VILLA DUCHESNE AND OAK HILL SCHOOL
  		431063899 2   No Yes   Yes   5,940
(GT) VILLA MONTESSORI SCHOOL
  		363200060 2   No Yes   Yes   2,120
(GU) VILLAGE ACADEMY SCHOOLS
  		203924866 2   No Yes   Yes   4,220
(GV) VISITATION ACADEMY
  		410693957 2   No Yes   Yes   5,940
(GW) WALDEN SCHOOL
  		610883146 2   No Yes   Yes   3,160
(GX) WAYLAND ACADEMY
  		390806363 2   No Yes   Yes   3,160
(GY) WELSH HILLS SCHOOL
  		310967486 2   No Yes   Yes   2,120
(GZ) WESTERN RESERVE ACADEMY
  		340714390 2   No Yes   Yes   4,220
(HA) WESTMINSTER CHRISTIAN ACADEMY
  		510158994 2   No Yes   Yes   8,415
(HB) WHEELING COUNTRY DAY SCHOOL
  		550440118 2   No Yes   Yes   3,160
(HC) WHITFIELD SCHOOL
  		430911366 2   No Yes   Yes   4,220
(HD) WILLOWWIND SCHOOL
  		237411810 2   No Yes   Yes   2,120
(HE) WILSON SCHOOL
  		436099964 2   No Yes   Yes   3,160
(HF) WINGRA SCHOOL
  		237206931 2   No Yes   Yes   2,120
(HG) WOODLANDS ACADEMY OF THE SACRED HEART
  		362469186 2   No Yes   Yes   3,160
(HH) EASTBROOK ACADEMY
  		391926815 2   No Yes   Yes   4,220
(HI) CHICAGOLAND JEWISH HIGH SCHOOL
  		364167962 2   No Yes   Yes   3,160
(HJ) ANN ARBOR ACADEMY
  		208035148 2   No Yes   Yes   2,120
(HK) BIRCHWOOD SCHOOL
  		341464080 2   No Yes   Yes   2,120
(HL) NEAR NORTH MONTESSORI
  		362535895 2   No Yes   Yes   4,900
(HM) FRIENDS SCHOOL INC
  		611213141 2   No Yes   Yes   2,120
(HN) HF EPSTEIN HEBREW ACADEMY
  		436001158 2   No Yes   Yes   2,120
(HO) MINNESOTA WALDORF SCHOOL
  		411401605 2   No Yes   Yes   3,160
(HP) THE FRANCES XAVIER WARDE SCHOOL
  		270259853 2   No Yes   Yes   8,415
(HQ) THE PINNACLE SCHOOL
  		311007801 2   No Yes   Yes   2,120
(HR) CHICAGO JESUIT ACADEMY
  		202091040 2   No Yes   Yes   2,120
(HS) BENNETT DAY SCHOOL
  		800774614 2   No Yes   Yes   500
(HT) CITY OF LAKES WALDORF SCHOOL
  		411649156 2   No Yes   Yes   3,160
(HU) GLORIA DEO ACADEMY
  		431021769 2   No Yes   Yes   3,160
(HV) ROCKWERN ACADEMY
  		310603959 2   No Yes   Yes   2,120
(HW) GERMAN SCHOOL OF CHICAGO
  		261632141 2   No Yes   Yes   2,120
(HX) WEST END SCHOOL
  		043798875 2   No Yes   Yes   2,120
(HY) BEACON ACADEMY
  		455000715 2   No Yes   Yes   500
(HZ) SOLOMON SCHECHTER OF METRO CHICAGO
  		362493769 2   No Yes   Yes   2,450
Total 963,730

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
INDEPENDENT SCHOOLS ASSOCIATION OF THE
CENTRAL STATES
Employer identification number

36-2715311
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................   1,105,998 29,649 1,076,349
c Leasehold improvements ............        
d Equipment ................   157,498 100,061 57,437
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 1,133,786
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 1,941,910
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 947
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 15,626
e Add lines 2a through 2d ..................... 2e 16,573
3 Subtract line 2e from line 1..................... 3 1,925,337
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 1,925,337
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 1,896,721
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c 947
d Other (Describe in Part XIII.) ............ 2d 15,626
e Add lines 2a through 2d...................... 2e 16,573
3 Subtract line 2e from line 1..................... 3 1,880,148
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 1,880,148
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL REAL ESTATE EXPENSES
PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING RENTAL REAL ESTATE EXPENSES
FORM 990, SCHEDULE D, PART XII, LINE 2D RENTAL REAL ESTATE EXPENSES SHOW AS EXPENSES ON FINANCIAL STATEMENTS AS AS A REDUCTION OF RENTAL INCOME ON FORM 990.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
INDEPENDENT SCHOOLS ASSOCIATION OF THE
CENTRAL STATES
Employer identification number

36-2715311
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)KEITH SHAHANPRESIDENT (i)
(ii)		 230,313
0 		0
0 		0
0 		22,848
0 		11,458
0 		264,619
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
INDEPENDENT SCHOOLS ASSOCIATION OF THE
CENTRAL STATES
Employer identification number

36-2715311
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 6 EACH MEMBER OF THE ORGANIZATION HAS TWO VOTES IN ELECTING THE MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION IS COMPOSED OF 234 MEMBER SCHOOLS.
FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE BY-LAWS, CHANGES TO THE STANDARDS OF ACCREDITATION, AND ELECTION OF MEMBERS TO THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS GIVEN TO THE GOVERNING BODY WHICH REVIEWS IT BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD AND STAFF MEMBER MUST CERTIFY ON AN ANNUAL BASIS THAT HE OR SHE HAS NO CONFICT OF INTEREST DESCRIBED BY THE POLICY IS A SPECIFIED WRITTEN FORMAT.
FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES INFORMATION FROM OTHER FORMS 990 FROM SIMILAR ORGANIZATIONS AND A COMPENSATION SURVEY FROM ISANET TO SET COMPENSATION. THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE APPROVE ALL RAISES AND THE COMPENSATION BUDGETS. ALL EXECUTIVES HAVE WRITTEN CONTRACTS.
FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C: NO CHANGE IN THE SELECTION OR OVERSIGHT PROCESS OCCURRED.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


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Software Version: