2020-02-11T18:52:41-06:00 2018-08-31 410746749 CLIFTONLARSONALLEN LLP 370 INTERLOCKEN BLVD SUITE 500 BROOMFIELD CO 80021 990 2017-09-01 840172608 COLORADO EDUCATION ASSOCIATION COLO 3038371500 1500 GRANT STREET DENVER CO 802031800 KATHERINE MICHIENZI-RENDON EXECUTIVE DIRECTOR 3038371500 2020-02-05 1 KAREN GRIES P00078514 3034668822 67.137.57.251 2020-02-05 09:46:19 CS P D58F7A891376973A2C688259087F0D91BA8942CB A5795B2AF6391D8EE41853777EBEE033D1D6DDEC 2017 2020-09-23 17:36:50Z X KATHERINE MICHIENZI-RENDO 1500 GRANT STREET DENVER CO 802031800 12555411 0 X WWW.COLORADOEA.ORG X 1997 CO PROMOTE QUALITY PUBLIC EDUCATION AND ADVOCATE THE INTEREST OF PUBLIC EDUCATION EMPLOYEES. 35 32 62 700 7700 19083 850442 746205 11120882 11434543 1075 1116 320642 373547 12293041 12555411 0 0 0 0 6949297 7055060 0 0 0 5152466 5264948 12101763 12320008 191278 235403 9642957 9700933 3706003 3528576 5936954 6172357 PROMOTE QUALITY PUBLIC EDUCATION AND ADVOCATE THE INTEREST OF PUBLIC EDUCATION EMPLOYEES. 0 0 THE STATE UNISERV PROGRAM FUNDS LOCAL AFFLIATES IN CARRYING OUT THE ORGANIZATION'S TAX EXEMPT PURPOSE. INCREASE THE EFFICIENCY OF AND PROMOTE THE EDUCATIONAL MOVEMENT IN COLORADO, PROMOTE THE DIGNITY OF THE EDUCATION PROFESSION, PROVIDE FOR AND PROMOTE THE EDUCATIONAL, ECONOMIC, AND SOCIAL ADVANCEMENT OF ITS MEMBERS, AND IMPROVE THE TERMS AND CONDITIONS OF THE EMPLOYMENT OF ITS MEMBERS. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 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 1 119 0 62 1 1 1 0 0 0 1 1 0 X 35 32 0 0 0 0 1 1 1 1 1 0 1 1 1 1 0 0 1 1 1 0 0 CO X COLORADO EDUCATION ASSOCIATION 3038371500 1500 GRANT STREET DENVER CO 802031800 X KERRIE DALLMAN PRESIDENT 40.00 1.50 X X 152962 0 31631 AMIE BACA-OEHLERT VICE PRESIDENT 40.00 1.00 X X 135495 0 29391 KEVIN VICK VICE PRESIDENT 40.00 1.00 X X 0 0 0 LAWRENCE GARCIA SECRETARY-TREASURER 2.00 1.00 X X 3300 0 0 ANGELA ANDERSON UNIT DIRECTOR 1.00 0.00 X 0 0 0 CHAR ARMSTRONG UNIT DIRECTOR 1.00 0.00 X 0 0 0 TIM BROWN UNIT DIRECTOR 1.00 0.00 X 0 0 0 JILL DATE UNIT DIRECTOR 1.00 0.00 X 0 0 0 SOPHIA DENNIS STUDENT 1.00 0.00 X 0 0 0 NANCY DICKERSON-SHAW UNIT DIRECTOR 1.00 0.00 X 0 0 0 KEITH DISTEL UNIT DIRECTOR 1.00 0.00 X 0 0 0 GREG DITTER UNIT DIRECTOR 1.00 0.00 X 0 0 0 KEMERLEA KASEY ELLIS UNIT DIRECTOR 1.00 0.00 X 0 0 0 BOB ERNER RETIRED REPRESENTATIVE 1.00 0.00 X 0 0 0 KATHRYN FLEEGAL UNIT DIRECTOR 1.00 0.00 X 0 0 0 CINDY FUQUA UNIT DIRECTOR 1.00 0.00 X 0 0 0 CAMERON HOXIE UNIT DIRECTOR 1.00 0.00 X 0 0 0 ROSIE JARAMILLO UNIT DIRECTOR 1.00 0.00 X 0 0 0 SCOT KAYE UNIT DIRECTOR 1.00 0.00 X 0 0 0 BONNIE KELLER UNIT DIRECTOR 1.00 0.50 X 0 0 0 KEVIN LADUKE NEA DIRECTOR 1.00 0.00 X 0 0 0 SHARYL KAY LAWSON UNIT DIRECTOR 1.00 0.00 X 0 0 0 TOM LIST UNIT DIRECTOR 1.00 0.00 X 0 0 0 DAVE LOCKLEY UNIT DIRECTOR 1.00 0.00 X 0 0 0 MIKE MAES UNIT DIRECTOR 1.00 0.00 X 0 0 0 JEFF MARSHALL RETIRED REPRESENTATIVE 1.00 0.00 X 0 0 0 NANCY MCCANLESS ESP 1.00 0.00 X 0 0 0 CHRISTINA MEDINA EQUITY COUNCIL 1.00 0.00 X 0 0 0 SUZIE MITCHELL SERVICE FEE DIRECTOR 1.00 0.00 X 0 0 0 CHRIS NEWBY UNIT DIRECTOR 1.00 0.00 X 0 0 0 JAIME PASQUARIELLO UNIT DIRECTOR 1.00 0.00 X 0 0 0 AMI PRICHARD NEA DIRECTOR 1.00 0.00 X 0 0 0 ELIZABETH WADDICK UNIT DIRECTOR 1.00 0.00 X 0 0 0 PHIL WEISER UNIT DIRECTOR 1.00 0.00 X 0 0 0 RHIANNON WENNING UNIT DIRECTOR 1.00 0.00 X 0 0 0 JOHNNY YATES UNIT DIRECTOR 1.00 0.00 X 0 0 0 BRADLEY BARTELS EXECUTIVE DIRECTOR 40.00 0.00 X X 181471 0 55674 SUZANNE ZIMMER DEPUTY EXECUTIVE, DIRECTOR/BUSINESS MANAGER 40.00 10.00 X 166641 0 45467 KATHERINE MICHIENZI-RENDON DEPUTY EXECUTIVE, DIRECTOR/CENTER FOR ORGANI 40.00 0.00 X 144606 0 50561 KRIS GOMEZ GENERAL COUNSEL 40.00 0.00 X 141619 0 50096 SHARYN DREYER STAFF ATTORNEY 40.00 0.00 X 143361 0 32298 PAMELA WILSON UNISERV CENTER MANAGER 40.00 0.00 X 140957 0 32023 CHARLES KAISER STAFF ATTORNEY 40.00 0.00 X 137786 0 31108 1348198 0 358249 9 0 1 0 CLIFTONLARSONALLEN 370 INTERLOCKEN BLVD SUITE 500 BROOMFIELD CO 80021 AUDITING AND TAX 110472 1 746205 746205 MEMBERSHIP DUES 900099 11020303 11020303 DUSHANE FUND REIMBURSEMENT 900099 413221 413221 EMAC SCHOLARSHIP FUND 900099 1019 1019 11434543 1116 1116 64566 0 64566 64566 64566 INSURANCE RECOVERIES 900099 72646 72646 MEMBER BENEFITS 900099 25362 25362 JOURNAL REVENUE 541800 7700 7700 203273 203273 308981 12555411 11663178 7700 138328 601881 4427750 639561 1009494 376374 23551 163131 72874 328417 131067 228863 517012 509756 6477 210402 20732 STRATEGIC OBJECTIVES PR 1263523 UNISERV EXPENSES 1231532 GOVERNANCE EXPENSES 336721 MISCELLANEOUS 62322 158568 12320008 5104976 5510232 598144 885833 1947525 1455638 40393 16663 5291885 3464470 1944307 1827415 7612 5152 9642957 9700933 3201513 3150888 494361 373047 10129 4641 3706003 3528576 X 5936954 6172357 5936954 6172357 9642957 9700933 235403 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6000 1683 6000 0 6000 0 1 0 0 PART I-A, LINE 1: THE ORGANIZATION'S DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES CONSIST OF COMMUNICATIONS TO OUR MEMBERS REGARDING CANDIDATES FOR PUBLIC OFFICE. PART III-A, LINE 1: PER THE IRS GUIDANCE, AN IRC SECTION 501(C)(5) LABOR ORGANIZATION IS NOT SUBJECT TO THE DUES NOTIFICATION REQUIREMENTS CONTAINED IN IRS REVENUE PROCEDURE 98-19 AND LINE 1 IN PART III-A CAN BE ANSWERED YES. 540000 540000 3632511 2495058 1137453 1119374 969412 149962 1827415 CAPITAL LEASE 4641 4641 X 12612334 56923 56923 12555411 0 12555411 12376934 56926 56926 12320008 0 12320008 PART X, LINE 2: UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE SECTION 501(C)(5), THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX ON EARNINGS FROM OPERATIONS OR ACTIVITIES RELATED TO ITS STATUS AS A NON-PROFIT ORGANIZATION. AS OF AUGUST 31, 2018, THE IRS HAS NOT PROPOSED ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL CHANGE TO THE ASSOCIATION FINANCIAL POSITION. THE ASSOCIATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL AND COLORADO TAXING AUTHORITIES FOR YEARS BEFORE 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION REVENUE 56,923. PART XII, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION EXPENSES 56,926. X X 0 0 0 KERRIE DALLMAN PRESIDENT 152962 0 0 0 0 0 23931 0 7700 0 184593 0 0 0 AMIE BACA-OEHLERT VICE PRESIDENT 135495 0 0 0 0 0 21039 0 8352 0 164886 0 0 0 BRADLEY BARTELS EXECUTIVE DIRECTOR 181471 0 0 0 0 0 28463 0 27211 0 237145 0 0 0 SUZANNE ZIMMER DEPUTY EXECUTIVE, DIRECTOR/BUSINESS 166641 0 0 0 0 0 26377 0 19090 0 212108 0 0 0 KATHERINE MICHIENZI-RENDON DEPUTY EXECUTIVE, DIRECTOR/CENTER FO 144606 0 0 0 0 0 23525 0 27036 0 195167 0 0 0 KRIS GOMEZ GENERAL COUNSEL 141619 0 0 0 0 0 23078 0 27018 0 191715 0 0 0 SHARYN DREYER STAFF ATTORNEY 143361 0 0 0 0 0 22277 0 10021 0 175659 0 0 0 PAMELA WILSON UNISERV CENTER MANAGER 140957 0 0 0 0 0 22013 0 10010 0 172980 0 0 0 CHARLES KAISER STAFF ATTORNEY 137786 0 0 0 0 0 21127 0 9981 0 168894 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THERE ARE FOUR CLASSES OF MEMBERSHIP IN THE ORGANIZATION: ACTIVE, STUDENT, RETIRED, AND RESERVE. THE RIGHT TO VOTE AND HOLD ELECTIVE OFFICE OR APPOINTIVE POSITION IS LIMITED TO ACTIVE AND RETIRED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE RIGHT TO VOTE ON ALL MATTERS SUBMITTED TO A VOTE OF THE MEMBERSHIP, TO VOTE FOR REPRESENTATIVE TO THE ANNUAL DELEGATE ASSEMBLY, TO VOTE ON ANY PROPOSED CHAGE IN THE ARTICLES OF INCORPORATION, AND TO HOLD OFFICE. FORM 990, PART VI, SECTION A, LINE 7B THE GENERAL MEMBERSHIP APPROVES SIGNIFICANT DECISIONS OF THE GOVERNING BODY, INCLUDING MEMBERSHIP DUES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED INFORMATION PROVIDED BY MANAGEMENT. THE DRAFT OF THE RETURN IS REVIEWED BY THE ORGANIZATION'S PRESIDENT, VICE-PRESIDENT AND MANAGEMENT. ANY CHANGES TO THE FILING ARE INCORPORATED INTO THE RETURN BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR IS HIRED BY THE BOARD AND THE COMPENSATION PACKAGE IS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE. COMPARATIVE DATA IS GATHERED FROM OTHER STATE ASSOCIATIONS SIMILAR TO OUR MEMBERSHIP SIZE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE THE COPY OF FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART VII SECTION A, LINE 5 THE PRESIDENT AND THE VICE PRESIDENT OF CEA ARE ON LEAVE FROM THEIR SCHOOL DISTRICTS WHILE SERVING AS OFFICERS OF CEA. CEA PAYS A SALARY TO THE INDIVIDUALS DIRECTLY AND THE SALARY IS REPORTED ON A CEA W-2 AND IS REPORTED IN PART VII OF THE RETURN. CEA ALSO REIMBURSES THEIR SCHOOL DISTRICT FOR THE SALARY AND BENEFITS THAT THE SCHOOL DISTRICT CONTINUES TO PAY THE INDIVIDUALS. FOR KERRIE DALLMAN, JEFFCO SCHOOL DISTRICT WAS REIMBURSED $60,023 FOR CALENDAR YEAR 2017. FOR AMIE BACA-OEHLERT, ADAMS 12 SCHOOL DISTRICT WAS REIMBURSED $74,702 FOR CALENDAR YEAR 2017. REASON FOR AMENDED RETURN THE FORM 990 IS BEING AMENDED TO REPORT THE FOLLOWING CHANGES: PART VII COLUMN (F) CHANGED AS FOLLOWS: PREVIOUSLY REPORTED AMENDED REPORTING KERRIE DALLMAN $31,483 $31,631 AMIE BACA-OEHLERT $29,392 $29,391 BRADLEY BARTELS $42,154 $55,674 SUZANNE ZIMMER $35,984 $45,467 KATHERINE MICHIENZI-RENDON $37,133 $50,561 KRIS GOMEZ $36,680 $50,096 SHARYN DREYER $27,312 $32,298 PAMELA WILSON $27,046 $32,023 CHARLES KAISER $26,142 $31,108 SCHEDULE J PART III COLUMN (C) CHANGED AS FOLLOWS: PREVIOUSLY REPORTED AMENDED REPORTING AMIE BACA-OEHLERT $22642 $21,039 SCHEDULE J PART II COLUMN (D) CHANGED AS FOLLOWS: PREVIOUSLY REPORTED AMENDED REPORTING KERRIE DALLMAN $ 7,552 $ 7,700 AMIE BACA-OEHLERT $ 6,750 $ 8,352 BRADLEY BARTELS $13,691 $27,211 SUZANNE ZIMMER $ 9,607 $19,090 KATHERINE MICHIENZI-RENDON $13,608 $27,036 KRIS GOMEZ $13,602 $27,018 SHARYN DREYER $ 5,035 $10,021 PAMELA WILSON $ 5,033 $10,010 CHARLES KAISER $ 5,015 $ 9,981 COLORADO EDUCATION ASSOC FDTN FOR TEACHER QUALITY AND STUDENT ACHIEVEMENT 1500 GRANT STREET DENVER CO 80203 TO IMPROVE TEACHER QUALITY AND STUDENT ACHIEVEMENT CO 501(C)(3) 509(A)(3) COLORADO EDUCATION ASSOCIATION 0 COLORADO FUND FOR CHILDREN AND PUBLIC EDUCATION 1500 GRANT STREET DENVER CO 80203 840865721 TO SUPPORT COLORADO CHILDREN EDUCATION THRU PUBLIC OFFICE CANDIDATE ELECTION CO 527 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0