FURP.ORG / PUBLIC DATA EXPLORER

ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS (EIN 74-2119788)
Tax period
2022-08-01 to 2023-07-31
Filed
2024-05-30
IRS object ID
202421519349301137
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-30T15:58:06-05:00ReturnTs
Tax Period End2023-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742920819PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATCHLEY & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11005 LA POSADA DRIVEAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78752ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742119788EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION OF TEXAS PROFESSIONALBusinessNameLine1Txt
Business Name Line2EDUCATORSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASSOBusinessNameControlTxt
Phone5124670071PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1305 E HUNTLAND DRIVE STE 300AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP787523792ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHANNON HOLMESPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5124670071PhoneNum
Signature2024-05-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSHANNONPersonFirstNm
Person LastHOLMESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRENAE DUNCANPreparerPersonNm
PTINP01257722PTIN
Phone5123462086PhoneNum
Preparation2024-05-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSHANNON HOLMESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1305 E HUNTLAND DRIVE STE 300AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP787523792ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$20,567,477GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption7028GroupExemptionNum
Organization501cYes (X)Organization501cInd
Website AddressWWW.ATPE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionIMPROVE THE QUALITY OF EDUCATION & THE ENVIRONMENT CONDUCIVE TO QUALITY LEARNING & TEACHING.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee70TotalEmployeeCnt
Total Volunteers2200TotalVolunteersCnt
Total Gross UBI$36,249TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$11,995,088PYProgramServiceRevenueAmt
CY Program Service Revenue$12,137,655CYProgramServiceRevenueAmt
PY Investment Income$564,766PYInvestmentIncomeAmt
CY Investment Income$1,159,182CYInvestmentIncomeAmt
PY Other Revenue$78,677PYOtherRevenueAmt
CY Other Revenue-$23,035CYOtherRevenueAmt
PY Total Revenue$12,638,531PYTotalRevenueAmt
CY Total Revenue$13,273,802CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$2,352,363PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$3,046,754CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,336,356PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,983,485CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,355,734PYOtherExpensesAmt
CY Other Expenses$5,002,847CYOtherExpensesAmt
PY Total Expenses$14,044,453PYTotalExpensesAmt
CY Total Expenses$14,033,086CYTotalExpensesAmt
PY Revenues Less Expenses-$1,405,922PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$759,284CYRevenuesLessExpensesAmt
Total Assets BOY$26,286,970TotalAssetsBOYAmt
Total Assets EOY$24,301,619TotalAssetsEOYAmt
Total Liabilities BOY$6,581,071TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,477,560TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,705,899NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,824,059NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO IMPROVE THE QUALITY OF EDUCATION AND THE ENVIRONMENT CONDUCIVE TO QUALITY LEARNING AND TEACHING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescMEMBER SERVICES INCLUDING INSURANCE COVERAGE, STAFF ATTORNEYS PROFESSIONAL DEVELOPMENT, DISCOUNTS AND AWARDS AND GRANTSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPUBLICATIONS - PUBLICATIONS OF NEWSLETTERS TO KEEP MEMBERS INFORMED ABOUT THEIR PROFESSION, AS WELL AS LEGISLATIVE DEVELOPMENTSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescLEGISLATIVE - ATPE LOBBIES THE STATE LEGISLATURE AND PROVIDES REGULAR INFORMATION TO MEMBERS VIA ITS LEGISLATIVE ALERT NETWORK. POLITICAL INVOLVEMENT TRAINING IS GIVEN TO ITS MEMBERS TO HELP THEM LEARN TO BE POLITICALLY AWARE AND ACTIVEDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

DescDesc
ANNUAL CONVENTION - ATPE HOLDS AN ANNUAL CONVENTION (HOUSE OF DELEGATES) TO CONDUCT ASSOCIATION BUSINESS (MAKE RESOLUTIONS, SET DIRECTION OF SERVICE AND ACTIVITIES) AND PROVIDE PROFESSIONAL DEVELOPMENT SESSIONS.
PROFESSIONAL DEVELOPMENT-OFFERS MEMBERS A VARIETY OF LEARNING OPPORTUNITIES SUCH AS HANDS-ON INTERACTIVE WORKSHOPS AND DISCUSSION/STUDY GROUPS ON A VARIETY OF LEARNING OPPORTUNITIES.
PUBLIC RELATIONS - RESPONSIBLE FOR PROMOTING THE ASSOCIATION'S POSITIONS, EVENTS AND ACTIVITIES TO ALL ENTITIES THAT HAVE A STAKE IN PUBLIC EDUCATION.
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document58IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee70EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GARY RICHARDSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5124670071PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1305 EAST HUNTLAND DRIVE 300AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78752ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MAELENA INGRAM
REGION DIRECTOR2.00Yes (X)$0$0$0
ADRIANE TAYLOR
REGION DIRECTOR2.00Yes (X)$0$0$0
MANDY VAHRENKAMP
REGION DIRECTOR2.00Yes (X)$0$0$01.00
ELI RODRIGUEZ
REGION DIRECTOR2.00Yes (X)$0$0$0
SUELLEN ENER
REGION DIRECTOR2.00Yes (X)$0$0$0
DONNA WARD
REGION DIRECTOR2.00Yes (X)$0$0$0
TERESA MILLARD
REGION DIRECTOR2.00Yes (X)$0$0$0
ABBY ROGERS
REGION DIRECTOR2.00Yes (X)$0$0$0
PATTI GIBBS
REGION DIRECTOR2.00Yes (X)$0$0$01.00
WANDA BAILEY
REGION DIRECTOR2.00Yes (X)$0$0$0
TERI NAYA
REGION DIRECTOR2.00Yes (X)$0$0$0
CHRISTINA FLORES
REGION DIRECTOR2.00Yes (X)$0$0$0
STEPHANIE STOEBE
REGION DIRECTOR2.00Yes (X)$0$0$0
LESLIE WARD
REGION DIRECTOR2.00Yes (X)$0$0$01.00
GAIL WOOD-RUSH
REGION DIRECTOR2.00Yes (X)$0$0$0
SHERRY BOYD
REGION DIRECTOR2.00Yes (X)$0$0$0
ALLYSON HAVEMAN
REGION DIRECTOR2.00Yes (X)$0$0$0
GAIL ADLESPERGER
REGION DIRECTOR2.00Yes (X)$0$0$0
ROBERT ZAMORA
REGION DIRECTOR2.00Yes (X)$0$0$0
LAURA HERRERA
REGION DIRECTOR2.00Yes (X)$0$0$0
JERRICA LIGGINS
STATE TREASURER2.00Yes (X)$0$0$01.00Yes (X)
STACEY WARD
STATE PRESIDENT2.00Yes (X)$0$0$01.00Yes (X)
JAYNE SERNA
STATE VICE PRESIDENT2.00Yes (X)$0$0$01.00Yes (X)
JASON FORBIS
STATE SECRETARY2.00Yes (X)$0$0$01.00Yes (X)
KAREN HAMES
STATE PAST PRESIDENT2.00Yes (X)$0$0$0Yes (X)
SHANNON HOLMES
EXECUTIVE DIRECTOR40.00$294,531$0$31,5839.00Yes (X)
BRET MESSER
INFORMATION TECHNOLOGY DIRECTOR40.00$126,566$0$20,324Yes (X)
DONNA DERRYBERRY
MEMBER LEGAL SERVICES DIRECTOR40.00$160,409$0$22,878Yes (X)
JOY ENGLAND
MEMBERSHIP DIRECTOR40.00$119,267$0$19,730Yes (X)
JENNIFER MITCHELL
GOVERNMENTAL RELATION DIRECTOR40.00$129,800$0$20,4535.00Yes (X)
GARY RICHARDSON
ASSOCIATE EXECUTIVE DIRECTOR40.00$167,141$0$23,716Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$997,714TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$138,684TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AGP HUNTLAND EXPANSIVE LLC
318 W ADAMS SUITE 2000CHICAGOIL60606REAL ESTATE SERVICES$565,495
MARRIOTT INTERNATIONAL
1965 HAWKS LANDINGLOUISVILLETN37777HOSPITALITY SERVICES$342,573
PROTECH ASSOCIATES INC
5457 TWIN KNOLLS ROAD STE 400COLUMBIAMD21045CLOUD COMPUTING SERVICES$160,538
FREEMAN AUDIO EXPOSITIONS LLC
PO BOX 734596DALLASTX75373VISUAL AND AUDIO SERVICES$140,990
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$11,966,148$11,966,148
REGISTRATION FEES900099$171,507$171,507
FieldValueIRS element (for citing)
Total Program Service Revenue$12,137,655TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$410,875TotalRevenueColumnAmt
Exclusion$410,875ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,689TotalRevenueColumnAmt
Exclusion$4,689ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,900,802SecuritiesAmt
Other$19,453OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,171,948SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$728,854SecuritiesAmt
Other$19,453OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$748,307TotalRevenueColumnAmt
Exclusion$748,307ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$52,388GrossSalesOfInventoryAmt
Cost Of Goods Sold$121,727CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$69,339TotalRevenueColumnAmt
Exclusion-$69,339ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADVERTISING541800$36,249$36,249
OTHER REVENUE900099$5,366$5,366
FieldValueIRS element (for citing)
Other Revenue Total$41,615OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,273,802TotalRevenueColumnAmt
Related Or Exempt Func Income$12,143,021RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$36,249UnrelatedBusinessRevenueAmt
Exclusion$1,094,532ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$3,046,754TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$348,956TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,426,084TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$295,208TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$559,535TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$353,702TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$248,286TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,936TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$106,748TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$267,861TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$90,745TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$351,750TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$603,119TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$760,824TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$451,416TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$269,270TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$298,692TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$97,988TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
REBATES$534,776
CONTRIBUTIONS$160,353
EVENT EXPENSES$144,171
PRINTING$137,208

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$453,704TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,033,086TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,414,256BOYAmt
EOY$136,456EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$524,454BOYAmt
EOY$492,194EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$470,197BOYAmt
EOY$404,463EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$10,672BOYAmt
EOY$29,985EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$448,204BOYAmt
EOY$354,138EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,329,574LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,283,828LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,344,062BOYAmt
EOY$1,045,746EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,403,712BOYAmt
EOY$15,998,789EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,688,877BOYAmt
EOY$3,236,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,982,536BOYAmt
EOY$2,603,848EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,286,970BOYAmt
EOY$24,301,619EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,493,486BOYAmt
EOY$2,747,750EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$11,367BOYAmt
EOY$5,050EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,076,218BOYAmt
EOY$2,724,760EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,581,071BOYAmt
EOY$5,477,560EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,705,899BOYAmt
EOY$18,824,059EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,705,899BOYAmt
EOY$18,824,059EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,286,970BOYAmt
EOY$24,301,619EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$759,284ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$122,556NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$92,262PoliticalExpendituresAmt
Internal Funds Contributed$92,262InternalFundsContributedAmt
Total Exempt Function Expend$92,262TotalExemptFunctionExpendAmt
Form1120 POL FiledYes (1)Form1120POLFiledInd

Section527 Political Org Section527PoliticalOrgGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1305 E HUNTLAND DRIVE STE 300AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78752ZIPCd
FieldValueIRS element (for citing)
EIN811347631EIN
Paid Internal Funds$92,262PaidInternalFundsAmt
FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$11,966,148DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$855,194NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$221,416NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$1,076,610NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$574,375AggregateReportedDuesNtcAmt
Carried Over$502,235CarriedOverAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I-A, LINE 1:FormAndLineReferenceDesc
ExplanationCONTRIBUTIONS WERE MADE FOR INDEPENDENT POLITICAL EXPENDITURES.ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,621OtherCostOrOtherBasisAmt
Depreciation$2,489DepreciationAmt
Book Value$3,132BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,021,328OtherCostOrOtherBasisAmt
Depreciation$805,600DepreciationAmt
Book Value$215,728BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,302,625OtherCostOrOtherBasisAmt
Depreciation$475,739DepreciationAmt
Book Value$826,886BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,045,746TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescVANGUARD MEGA CAP ETFDesc
Book Value$3,236,000BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$3,236,000TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescLEASE ASSETDesc
Book Value$2,603,848BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,603,848TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE LIABILITIESDesc
Amt$2,724,760Amt
FieldValueIRS element (for citing)
Total Liability$2,724,760TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS (ATPE) IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6), EXCEPT WITH RESPECT TO ITS UNRELATED BUSINESS INCOME. ATPE HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. ATPE HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SHANNON HOLMES
EXECUTIVE DIRECTOR$294,531$0$0$0$0$0$21,418$0$10,165$0$326,114$0$0$0
GARY RICHARDSON
ASSOCIATE EXECUTIVE DIRECTOR$167,141$0$0$0$0$0$13,266$0$10,450$0$190,857$0$0$0
DONNA DERRYBERRY
MEMBER LEGAL SERVICES DIRECTOR$160,409$0$0$0$0$0$12,817$0$10,061$0$183,287$0$0$0
JENNIFER MITCHELL
GOVERNMENTAL RELATION DIRECTOR$129,800$0$0$0$0$0$10,470$0$9,983$0$150,253$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ASSOCIATION SHALL HAVE SEVEN CLASSES OF MEMBERSHIP. THEY ARE PROFESSIONAL MEMBERS, RETIRED MEMBERS, ASSOCIATE MEMBERS, STUDENT TEACHER MEMBERS, PUBLIC MEMBERS, ADMINISTRATORS, AND COLLEGE STUDENT MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7AA PROFESSIONAL, ASSOCIATE, STUDENT TEACHER, ADMINISTRATOR, COLLEGE STUDENT, OR RETIRED MEMBER WITH ATPE SHALL BE ENTITLED TO VOTE WHEN A MATTER IS SUBMITTED TO SUCH VOTE. THE ONLY VOTING RIGHTS ACCORDED TO THE MEMBERSHIP OF ATPE SHALL BE TO PARTICIPATE IN THE ELECTION OF DIRECTORS AND REGIONAL OFFICERS THROUGH THEIR RESPECTIVE REGIONAL ORGANIZATIONS AND TO PARTICIPATE IN REFERENDUMS AS OUTLINED IN ARTICLE XVI, SECTION 3. NO PROXY VOTING SHALL BE RECOGNIZED.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH IRS.
FORM 990, PART VI, SECTION B, LINE 12CMEMBERS OF THE BOARD OF DIRECTORS MUST COMPLETE ANNUAL DISCLOSURE STATEMENTS. THE FORMS ARE REVIEWED BY THE STAFF. IF EXCEPTIONS ARE FOUND, THE RESULTS ARE TAKEN TO THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15INDEPENDENT CONSULTANTS REVIEW COMPENSATION LEVELS EVERY 3 TO 5 YEARS, DEPENDING ON HOW MUCH THE MARKET HAS MOVED. THE LAST CONSULTATION WAS DONE IN OCTOBER 2018. THE BUDGET FOR SALARIES IS APPROVED EVERY FISCAL YEAR AT THE BOARD OF DIRECTOR'S MEETING.
FORM 990, PART VI, SECTION C, LINE 19ALL BOOKS AND RECORDS OF THE ASSOCIATION MAY BE INSPECTED UPON REQUEST FOR ANY PROPER PURPOSE AT ANY REASONABLE TIME.
PART XII, LINE 2CTHE OVERSIGHT POLICIES AND SELECTION OF AN INDEPENDENT ACCOUNTANT BY THE AUDIT COMMITTEE HAS NOT CHANGED SINCE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ATPE FOUNDATION
305 EAST HUNTLAND SUITE 300AUSTINTX78752742946575TO SUPPORT CHARITABLE & EDUCATIONAL ACTIVITIES OF ATPETX501(C)(3)LINE 12A, IN/AYes (1)
ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS PAC
305 EAST HUNTLAND SUITE 300AUSTINTX78752912091376MAKE CONTRIBUTIONS TO PROMOTE THE IMPROVEMENT OF TEXAS PUBLIC EDUCATIONTX527N/AYes (1)
ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT
305 EAST HUNTLAND SUITE 300AUSTINTX78752811347631MAKE CONTRIBUTIONS TO PROMOTE THE IMPROVEMENT OF TEXAS PUBLIC EDUCATIONTX527N/AYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS PAC
N$10,066
ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT
B$92,262
ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT
N$14,921