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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2017
Open to Public
Inspection
Name of the organization
THE OSBORNE ASSOCIATION INC
 
Employer identification number

13-5563028
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 FREDERIK R.-L. OSBORNE, BOARD MEMBER, LUCRETIA OSBORNE WELLS, BOARD MEMBER, AND LITHGOW OSBORNE, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTANT. THE RETURN IS SENT TO THE BOARD FOR REVIEW AND COMMENT. COMMENTS ARE REVIEWED AND THE RETURN IS UPDATED AS NEEDED, AND THEN FILED.
FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THEY COMPLETE QUESTIONNAIRES.
FORM 990, PART VI, SECTION B, LINE 15 THE BOARD PERFORMS AN ANNUAL COMPENSATION REVIEW WHICH IS SUBSEQUENTLY APPROVED IN EXECUTIVE COMMITTEE SESSION. THE EXECUTIVE DIRECTOR, WITH ANNUAL REVIEW AND APPROVAL BY THE BOARD CHAIR AND THE EXECUTIVE COMMITTEE OF THE BOARD, SETS THE SALARY AND COMPENSATION AND BENEFIT LEVELS FOR ALL KEY EMPLOYEES. IN SETTING THE APPROPRIATE LEVELS OF COMPENSATION, THEY USE COMPENSATION SURVEY OR STUDY APPROPRIATE FOR THE INDUSTRY THEY ARE IN.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMNTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9: NON-DEDUCTIBLE TRANSPORTATION BENEFITS -41,326.
FORM 990, PART XI, LINE 2C: THE PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF INDEPENDENT ACCOUTANT HAS NOT CHANGED FROM PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2017


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