2025-11-06T13:57:11-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 391768861 NBI INC NBII 7158358525 1218 MCCANN DRIVE ALTOONA WI 54720 ALLISON SCHINDLER PRESIDENT 7158358525 2025-11-03 1 1 ANN NEIL P01817922 6123764500 2025-11-03 2024 2025-03-06 01:10:19Z NATIONAL BUSINESS INSTITUTE ALLISON SCHINDLER 1218 MCCANN DRIVE ALTOONA WI 54720 27020404 0 X WWW.NBI-SEMS.COM X 1995 WI TO PROVIDE EDUCATIONAL ASSISTANCE AND SERVICES TO IMPROVE EDUCATION. 3 0 116 0 0 0 0 0 19696043 17991081 631087 1772805 5414 10760 20332544 19774646 1200100 1704263 0 0 7709555 7851715 0 0 0 10735907 12436501 19645562 21992479 686982 -2217833 31421252 28081990 4520137 3398708 26901115 24683282 TO PROVIDE EDUCATIONAL ASSISTANCE AND SERVICES TO PUBLIC AND PRIVATE SCHOOLS AND SCHOOL TEACHERS, PRIVATE INDUSTRY, STUDENTS, AND PROFESSIONALS TO IMPROVE EDUCATION AND TO ASSIST OTHER CHARITABLE AND EDUCATIONAL ORGANIZATIONS IN THE CONDUCT OF SIMILAR ACTIVITIES. 0 0 13272220 1704263 17991081 DURING 2024, NBI, INC. PRESENTED APPROXIMATELY 1,550 EDUCATION PROGRAMS. THESE PROGRAMS MET THE CONTINUING EDUCATION NEEDS FOR LAWYERS, ACCOUNTANTS AND PARAPROFESSIONALS, AS WELL AS PROVIDING LEGAL CONTENT FOR OTHER PROFESSIONALS INCLUDING ACCOUNTANTS, HOSPITAL/CLINIC ADMINISTRATORS, TEACHERS, SCHOOL ADMINISTRATORS, AND FINANCIAL PLANNING PROFESSIONALS. THE CONTENT FOR EACH PROGRAM IS DESIGNED AND PRESENTED BY QUALIFIED PROFESSIONALS, MOST OF WHOM RECEIVE NOMINAL COMPENSATION, IF ANY. REGISTRANTS RECEIVE WRITTEN MATERIALS PREPARED BY THE PRESENTER IN ADDITION TO TRAINING. DURING 2024 NBI OFFERED $4,103,315 IN DISCOUNTS AND $53,263 IN SCHOLARSHIPS. 13272220 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 29 0 1 116 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X MICHAEL HILL 7158358525 1218 MCCANN DRIVE ALTOONA WI 54720 ALLISON SCHINDLER PRESIDENT 40.00 0.00 X X 254873 0 48313 PEG LARSEN VICE PRESIDENT 5.00 15.00 X X 96208 0 27992 JOLINE TORKELSON SR OPERATIONS MANAGER 40.00 0.00 X X 152277 0 31975 BRETT MACK SR MARKETING/SALES MANAGER 40.00 0.00 X 138296 0 41369 YVONNE WILLIAMS HR MANAGER 40.00 0.00 X 113655 0 8529 JOEL BARTYNSKI DECISION SUPPORT LEADER 40.00 0.00 X 112578 0 4656 DAVID ROVANI CTO 40.00 0.00 X 228970 0 17550 BRAD KELLY MANAGER 40.00 0.00 X 110227 0 17978 1207084 0 198362 9 0 1 0 0 REGISTRATION FEES 611600 16841677 16841677 EDUCATIONAL CONTENT LICENSE 900099 1149404 1149404 17991081 5556 5556 9013007 7245758 1767249 1767249 1767249 OTHER REVENUE 900099 10760 10760 10760 19774646 17991081 0 1783565 1651000 1651000 53263 53263 452973 326141 126832 5045172 1923697 3121475 287884 106028 181856 1562247 507986 1054261 503439 222130 281309 142662 142662 11730 11730 20881 20881 772520 772520 5603529 5603529 144909 83472 61437 1824207 1824207 67847 1595 66252 117990 18558 99432 101148 101148 642545 642545 72014 36007 36007 EDUCATION CREDIT 1418714 1418714 BANK CHARGES AND FEES 819637 340235 479402 RESEARCH AND DEVELOPMEN 220232 126137 94095 MISC EXPENSES 131977 70419 61558 323959 39616 284343 21992479 13272220 8720259 0 3893101 1176934 460047 137815 1357 647880 891272 12828331 7749393 5674827 5078938 20550145 20603136 193895 193895 31421252 28081990 1784277 1337189 2735860 2061519 4520137 3398708 X 26901115 24683282 26901115 24683282 31421252 28081990 -2217833 0 X 0 0 0 X 1200000 1200000 19373595 20560617 19343476 19696043 17991081 96964812 19373595 21760617 19343476 19696043 17991081 98164812 0 0 0 98164812 153650 291524 24858 500977 5556 976565 153650 291524 24858 500977 5556 976565 184260 166364 1110815 5414 10760 1477613 19711505 22218505 20479149 20202434 18007397 100618990 0.97560 0.97240 0.00970 0.01240 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: O/S CREDITS BAD DEBT COLLECTIONS - 2020 AMOUNT: $ 142,119. 2021 AMOUNT: $ 121,402. 2022 AMOUNT: $ 10,097. MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 42,141. 2021 AMOUNT: $ 44,962. 2022 AMOUNT: $ 1,100,718. 2023 AMOUNT: $ 5,414. 2024 AMOUNT: $ 10,760. 277152 277152 5260075 1471937 3788138 5611108 4944560 666548 1679996 1332896 347100 5078938 1 INTEGRITY TRUST 1218 MCCANN DRIVE ALTOONA WI 54720 456288684 501(C)(3) 1650000 0 N/A N/A GENERAL SUPPORT 1 0 SCHOLARSHIPS 168 53263 PART I, LINE 2: NBI PROVIDES FUNDING TO GRANT RECIPIENTS AND MAY PLACE RESTRICTIONS AS TO THE USE OF THE FUNDS. X X 0 0 0 0 0 0 0 0 0 ALLISON SCHINDLER PRESIDENT 254873 0 0 0 0 0 16306 0 32007 0 303186 0 0 0 DAVID ROVANI CTO 228970 0 0 0 0 0 5913 0 11637 0 246520 0 0 0 JOLINE TORKELSON SR OPERATIONS MANAGER 152277 0 0 0 0 0 9879 0 22096 0 184252 0 0 0 BRETT MACK SR MARKETING/SALES MANAGER 138296 0 0 0 0 0 9054 0 32315 0 179665 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. SHOULD THE ORGANIZATION EVER HAVE SUCH A COMMITTEE, MEETINGS AND ACTIONS WILL BE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B AFTER REVIEW BY MANAGEMENT, THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW FOR ACCURACY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD OF DIRECTORS, PRESIDENT, AND DIRECTORS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. IF A CONFLICT ARISES, THE DETAILS OF THE RELATIONSHIP ARE REVIEWED BY THE HUMAN RESOURCE MANAGER AND THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS WOULD REVIEW AND MAKE A DECISION REGARDING THE ALLEGED CONFLICT. IF ANY PERSON IS DETERMINED TO HAVE A CONFLICT OF INTEREST, THEY WOULD BE EXCLUDED FROM SITUATIONS TO INFLUENCE RELATED DECISIONS, AND IF NECESSARY, ADMINISTRATIVE DISCIPLINARY ACTION WOULD BE TAKEN. CONFLICT OF INTEREST CASES ARE DOCUMENTED BY THE HUMAN RESOURCES DEPARTMENT AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION CONTRACTED WITH COMPENSATION CONSULTANTS THAT CREATED A MARKET BASED SYSTEM USING SALARY LEVELS BASED ON MARKET SKILL SETS. THEY DEVELOPED SALARY RANGES FOR EACH LEVEL BASED ON MARKET DATA AND JOB DESCRIPTIONS. THE BOARD OF DIRECTORS RECEIVE ADVICE FROM THE CONTRACTED COMPENSATION CONSULTANT REGARDING SALARY RANGES. COMPENSATION LEVELS ARE DETERMINED BASED ON PERFORMANCE AND EXPERIENCE WITH CONSIDERATION OF THE PROVDIDED SALARY RANGES. THIS PROCESS WAS LAST PERFORMED IN 2024 INCLUDING THE PRESIDENT'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION. THE ORGANIZATION DOES NOT MAKE ITS FINANCIAL STATEMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. CRESTVIEW ACADEMY INC 1519 PETERSON AVENUE EAU CLAIRE WI 54703 391889441 SCHOOL WI 501(C)(3) LINE 2 NBI INC 1 INTEGRITY TRUST 1218 MCCANN DRIVE ALTOONA WI 54720 456288684 GRANTMAKING WI 501(C)(3) PF NBI INC 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 INTEGRITY TRUST B 1650000 CASH TRANSFERRED