2021-03-29T18:13:01-05:00 2020-07-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2019-08-01 742119788 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS ASSO 5124670071 305 E HUNTLAND DRIVE NO 300 AUSTIN TX 78752 SHANNON HOLMES EXECUTIVE DIRECTOR 5124670071 2021-03-29 1 RENAE DUNCAN P01257722 5123462086 2021-03-25 2019 2022-09-23 18:48:47Z SHANNON HOLMES 305 E HUNTLAND DRIVE NO 300 AUSTIN TX 78752 21437661 0 7028 X WWW.ATPE.ORG X 1980 TX IMPROVE THE QUALITY OF EDUCATION & THE ENVIRONMENT CONDUCIVE TO QUALITY LEARNING & TEACHING. 25 25 76 3000 43841 -410 0 0 14603721 13599202 462417 232094 6039 24807 15072177 13856103 0 0 2521308 2608457 6405069 6518932 0 0 0 5181692 4441843 14108069 13569232 964108 286871 21848749 23090341 2104727 2054659 19744022 21035682 X TO IMPROVE THE QUALITY OF EDUCATION AND THE ENVIRONMENT CONDUCIVE TO QUALITY LEARNING AND TEACHING. 0 0 MEMBER SERVICES INCLUDING INSURANCE COVERAGE, STAFF ATTORNEYS PROFESSIONAL DEVELOPMENT, DISCOUNTS AND AWARDS AND GRANTS PUBLICATIONS - PUBLICATIONS OF NEWSLETTERS TO KEEP MEMBERS INFORMED ABOUT THEIR PROFESSION, AS WELL AS LEGISLATIVE DEVELOPMENTS LEGISLATIVE - 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 ACTIVE ANNUAL CONVENTION - ATPE HOLDS AN ANNUAL CONVENTION (HOUSE OF DELEGATES) TO CONDUCT ASSOCIATION BUSINESS (UPDATE BYLAWS, 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. 0 0 1 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 69 0 1 76 1 1 1 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X RENEA OSTERMILLER 5124670071 305 EAST HUNTLAND DRIVE 300 AUSTIN TX 78752 BYRON HILDEBRAND PAST STATE PRESIDENT 2.00 1.00 X X 0 0 0 JIMMY LEE STATE VICE PRESIDENT 2.00 1.00 X X 0 0 0 TONJA GRAY STATE PRESIDENT 2.00 X X 0 0 0 SUSAN HARRELL REGION DIRECTOR 2.00 X 0 0 0 PATTI GIBBS REGION DIRECTOR 2.00 X 0 0 0 CHARLES LINDSEY II REGION DIRECTOR 2.00 X 0 0 0 KIMBERLY DOLESE REGION DIRECTOR 2.00 1.00 X 0 0 0 TERI NAYA REGION DIRECTOR 2.00 X 0 0 0 MEREDITH MALLOY REGION DIRECTOR 2.00 2.00 X 0 0 0 DARLENE KELLY REGION DIRECTOR 2.00 X 0 0 0 CHRISTIE SMITH REGION DIRECTOR 2.00 1.00 X 0 0 0 DESIRIE RIES REGION DIRECTOR 2.00 X 0 0 0 ALLYSON HAVERMAN REGION DIRECTOR 2.00 1.00 X 0 0 0 MICHAEL SLAIGHT REGION DIRECTOR 2.00 X 0 0 0 KAREN HAMES STATE SECRETARY 2.00 X X 0 0 0 CATHY STOLLE REGION DIRECTOR 2.00 X 0 0 0 BILL GRIFFIN REGION DIRECTOR 2.00 X 0 0 0 STACEY WARD STATE TREASURER 2.00 X X 0 0 0 SHEILA SLIDER REGION DIRECTOR 2.00 X 0 0 0 MAELENA INGRAM REGION DIRECTOR 2.00 X 0 0 0 RON WALCIK REGION DIRECTOR 2.00 2.00 X 0 0 0 SHANE WHITTEN REGION DIRECTOR 2.00 1.00 X 0 0 0 YVETTE MILNER REGION DIRECTOR 2.00 1.00 X 0 0 0 BARBARA RUIZ REGION DIRECTOR 2.00 X 0 0 0 ELI RODRIGUEZ REGION DIRECTOR 2.00 X 0 0 0 SHANNON HOLMES EXECUTIVE DIRECTOR 40.00 5.00 X 242030 0 28760 DONNA DERRYBERRY MEMBER LEGAL SERVICES DIRECTOR 40.00 X 154357 0 20682 GARY RICHARDSON ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 134866 0 19271 DIANA HAJALI RISK MANAGEMENT DIRECTOR 40.00 X 125288 0 10153 JENNIFER MITCHELL GOVERNMENTAL RELATIONS DIRECTOR 40.00 X 119295 0 18083 BRETT MESSER INFORMATION TECHNOLOGY DIRECTOR 40.00 X 116302 0 17267 GARY GODSEY THROUGH 6118 FORMER EXECUTIVE DIRECTOR 40.00 X 137602 0 3789 1029740 0 118005 10 1 1 0 AGP HUNTLAND LLC 3550 N CENTRAL AVENUE STE 500 PHOENIX AZ 85012 REAL ESTATE SERVICES 564820 SIMPLE A LLC 815A BRAZOS ST SUITE 115 AUSTIN TX 78701 WEBSITE DESIGN 269848 THE HOUSTON MARQUIS MARRIOTT PO BOX 402642 ATLANTA GA 30384 HOSPITALITY SERVICES 232294 FIDELITY INVESTMENTS PO BOX 145429 CINCINNATI OH 45250 INVESTMENT SERVICES 165751 FREEMAN AUDIO VISUAL INC PO BOX 734596 DALLAS TX 75373 VISUAL AND AUDIO SERVICES 136924 5 MEMBERSHIP DUES 900099 13589997 13589997 CORPORATE SPONSORSHIP 900099 4000 4000 REGISTATION FEES 900099 3700 3700 OTHER REVENUE 900099 1505 1505 13599202 502199 502199 10759 10759 7201945 7472050 -270105 -270105 -270105 77293 109508 -32215 -32215 ADVERTISING 541800 43841 43841 OTHER REVENUE 900099 2422 2422 46263 13856103 13599202 43841 213060 2608457 304710 4943875 336468 558678 375201 42265 26680 105701 289903 205461 211831 216732 732136 299982 203769 142049 244061 REBATES 610717 POSTAGE & FREIGHT 330350 PRINTING 291706 AWARDS, GIFTS, PRIZES 111326 377174 13569232 1200979 566674 1865335 2193176 464651 632638 12981 12981 327477 328605 4036971 2619154 845158 1417817 14821965 15063142 2310203 2875308 21848749 23090341 2094286 1946382 10441 108277 2104727 2054659 X 19744022 21035682 19744022 21035682 21848749 23090341 286871 1004404 385 0 X X 0 1 X 1 0 50000 50000 50000 1 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT 305 E HUNTLAND DRIVE STE 300 AUSTIN TX 78752 811347631 50000 0 0 0 13589997 739069 739069 761040 -21971 PART I-A, LINE 1: CONTRIBUTIONS WERE MADE FOR INDEPENDENT POLITICAL EXPENDITURES. 5621 5621 954294 915755 38539 3077056 1703399 1373657 1417817 VANGUARD MEGA CAP ETF 2875308 F 2875308 X PART X, LINE 2: THE 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. X X X X 1 1 X X X 1 0 0 SHANNON HOLMES EXECUTIVE DIRECTOR 242030 0 0 0 0 0 19758 0 9002 0 270790 0 0 0 DONNA DERRYBERRY MEMBER LEGAL SERVICES DIRECTOR 154357 0 0 0 0 0 11790 0 8892 0 175039 0 0 0 GARY RICHARDSON ASSOCIATE EXECUTIVE DIRECTOR 134866 0 0 0 0 0 10419 0 8852 0 154137 0 0 0 GARY GODSEY THROUGH 6118 FORMER EXECUTIVE DIRECTOR 137602 0 0 0 0 0 0 0 3789 0 141391 0 0 0 PART I, LINE 4A GARY GODSEY - A) THE ASSOCIATION WILL PAY EXECUTIVE "SEVERANCE" IN THE AGGREGATE AMOUNT OF $266,538.60 TO BE PAID IN 30 SUBSTANTIALLY EQUAL BI-WEEKLY INSTALLMENTS EACH IN ACCORDANCE WITH THE ASSOCIATION'S STANDARD PAYROLL CALENDAR, THE FIRST PAYMENT TO BE MADE WITHIN 15 WORKING DAYS OF THE RETIREMENT/SEPARATION DATE. THE COMPENSATION REPORTED ON SCHEDULE J IS FOR THE 2019 CALENDAR YEAR, TOTAL AMOUNT BEING 137,602. B) SO LONG AS SUCH PARTICIPATION IS IN COMPLIANCE WITH APPLICABLE LAW AND REGULATIONS AND CAN BE MADE AVAILABLE BY THE ASSOCIATION'S HEALTH INSURANCE PROVIDER, THE ASSOCIATION WILL ALLOW THE EXECUTIVE AND HIS SPOUSE TO PARTICIPATE IN THE ASSOCIATION'S HEALTH INSURANCE PLAN UNTIL SUCH TIME AS THE EXECUTIVE AND HIS CURRENT SPOUSE EACH REACH THE MEDICARE ELIGIBILITY AGE OF 65, WITH THE ASSOCIATION PAYING THE PREMIUMS FOR SUCH INSURANCE FOR EXECUTIVE DURING THE "SEVERANCE PERIOD" (AS DEFINED BELOW), BUT WITH EXECUTIVE PAYING THAT PORTION OF THE PREMIUMS FOR ANY SUCH COVERAGE FOR HIS SPOUSE DURING THE SEVERANCE PERIOD, AND WITH EXECUTIVE PAYING THE ENTIRE AMOUNT OF THE PREMIUMS FOR BOTH EXECUTIVE AND HIS SPOUSE AFTER THE SEVERANCE PERIOD EXPIRES. SHOULD PARTICIPATION IN THE ASSOCIATION'S HEALTH INSURANCE PLAN NO LONGER BE COMPLIANT WITH APPLICABLE LAW AND REGULATIONS OR IF THE INSURANCE CARRIER FOR THE ASSOCIATION WILL NOT PERMIT EXECUTIVE OR IS SPOUSE TO BE INSURED UNDER THE ASSOCIATION'S PLAN (AND THEREFORE, IN EITHER SUCH INSTANCE, SUCH INSURANCE IS NOT AVAILABLE TO THE EXECUTIVE AND HIS SPOUSE), THE EXECUTIVE WILL RECEIVE A NOTIFICATION TO THAT EFFECT NOT LATER THAN 90 DAYS PRIOR TO THE INSURANCE TERMINATION DATE. FOR PURPOSES OF THIS AGREEMENT, THE TERM "SEVERANCE PRIOD" RUNS FROM JUNE 2, 2018 THROUGH JULY 31, 2019. FORM 990, PART VI, SECTION A, LINE 6 THE 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 7A A 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 A, LINE 7B ANY CHANGES TO BYLAWS ARE SUBJECT TO MEMBER APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS 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 15 INDEPENDENT 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 19 ALL BOOKS AND RECORDS OF THE ASSOCIATION MAY BE INSPECTED UPON REQUEST FOR ANY PROPER PURPOSE AT ANY REASONABLE TIME. PART XII, LINE 2C THE OVERSIGHT POLICIES AND SELECTION OF AN INDEPENDENT ACCOUNTANT BY THE AUDIT COMMITTEE HAS NOT CHANGED SINCE PRIOR YEAR. ATPE FOUNDATION 305 EAST HUNTLAND SUITE 300 AUSTIN TX 78752 742946575 TO SUPPORT CHARITABLE & EDUCATIONAL ACTIVITIES OF ATPE TX 501(C)(3) LINE 12A, I N/A 1 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS PAC 305 EAST HUNTLAND SUITE 300 AUSTIN TX 78752 912091376 MAKE CONTRIBUTIONS TO PROMOTE THE IMPROVEMENT OF TEXAS PUBLIC EDUCATION TX 527 N/A 1 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT 305 EAST HUNTLAND SUITE 300 AUSTIN TX 78752 811347631 MAKE CONTRIBUTIONS TO PROMOTE THE IMPROVEMENT OF TEXAS PUBLIC EDUCATION TX 527 N/A 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS PAC N 25613 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT B 50000 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT N 13859