ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS (EIN 74-2119788)
Tax period
2018-08-01 to 2019-07-31
Filed
2020-06-09
IRS object ID
202041619349300344
Schema version
2018v3.1
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)
Return2020-06-09T13:38:27-05:00ReturnTs
Tax Period End2019-07-31TaxPeriodEndDt

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 Begin2018-08-01TaxPeriodBeginDt

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 EAST HUNTLAND DRIVE NO 300AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78752ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHANNON HOLMESPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5124670071PhoneNum
Signature2020-06-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRENAE DUNCANPreparerPersonNm
PTINP01257722PTIN
Phone5123462086PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address198.72.42.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-09IPDt
IP Tm13:38:23IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id87B51246FA6B5C9AB01D6E090C8599A26D922FDAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSHANNON HOLMESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1305 EAST HUNTLAND DRIVE NO 300AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78752ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$28,157,714GrossReceiptsAmt
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 Employee76TotalEmployeeCnt
Total Volunteers3500TotalVolunteersCnt
Total Gross UBI$20,944TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$20,939NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$14,526,214PYProgramServiceRevenueAmt
CY Program Service Revenue$14,603,721CYProgramServiceRevenueAmt
PY Investment Income$2,880,224PYInvestmentIncomeAmt
CY Investment Income$462,417CYInvestmentIncomeAmt
PY Other Revenue$76,037PYOtherRevenueAmt
CY Other Revenue$6,039CYOtherRevenueAmt
PY Total Revenue$17,482,475PYTotalRevenueAmt
CY Total Revenue$15,072,177CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$2,523,581PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$2,521,308CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,473,113PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,405,069CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,311,573PYOtherExpensesAmt
CY Other Expenses$5,181,692CYOtherExpensesAmt
PY Total Expenses$14,308,267PYTotalExpensesAmt
CY Total Expenses$14,108,069CYTotalExpensesAmt
PY Revenues Less Expenses$3,174,208PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$964,108CYRevenuesLessExpensesAmt
Total Assets BOY$21,131,348TotalAssetsBOYAmt
Total Assets EOY$21,848,749TotalAssetsEOYAmt
Total Liabilities BOY$2,476,702TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,104,727TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$18,654,646NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,744,022NetAssetsOrFundBalancesEOYAmt
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 (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.
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document63IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee76EmployeeCnt
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 ApprovaYes (1)DecisionsSubjectToApprovaInd
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 (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BYRON HILDEBRAND
STATE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
JIMMY LEE
STATE SECRETARY2.00Yes (X)Yes (X)$0$0$0
TONJA GRAY
STATE VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
CARL GARNER
PAST STATE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
HECTOR CRUZ
REGION DIRECTOR2.00Yes (X)$0$0$0
SUELLEN ENER
REGION DIRECTOR2.00Yes (X)$0$0$0
CHARLES LINDSEY II
REGION DIRECTOR2.00Yes (X)$0$0$0
KIMBERLY DOLESE
REGION DIRECTOR2.00Yes (X)$0$0$0
DALE LOVETT
REGION DIRECTOR2.00Yes (X)$0$0$0
MEREDITH MALLOY
REGION DIRECTOR2.00Yes (X)$0$0$0
KAREN HAMES
STATE TREASURER2.00Yes (X)Yes (X)$0$0$0
CHRISTIE SMITH
REGION DIRECTOR2.00Yes (X)$0$0$0
DESIRIE RIES
REGION DIRECTOR2.00Yes (X)$0$0$0
JOSE DELGADO
REGION DIRECTOR2.00Yes (X)$0$0$0
BRENDA BRYAN
REGION DIRECTOR2.00Yes (X)$0$0$0
RUDY ROMERO
REGION DIRECTOR2.00Yes (X)$0$0$0
CATHY STOLLE
REGION DIRECTOR2.00Yes (X)$0$0$0
BILL GRIFFIN JOINED 472018
REGION DIRECTOR2.00Yes (X)$0$0$0
STACEY WARD JOINED 4142018
STATE TREASURER2.00Yes (X)Yes (X)$0$0$0
SHEILA SLIDER JOINED 10182018
REGION DIRECTOR2.00Yes (X)$0$0$0
STEVE POKLUDA JOINED 9292018
REGION DIRECTOR2.00Yes (X)$0$0$0
RON WALCIK JOINED 2242018
REGION DIRECTOR2.00Yes (X)$0$0$0
SHANE WHITTEN JOINED 3242018
REGION DIRECTOR2.00Yes (X)$0$0$0
YVETTE MILNER JOINED 552018
REGION DIRECTOR2.00Yes (X)$0$0$0
BARBARA RUIZ JOINED 5222018
REGION DIRECTOR2.00Yes (X)$0$0$0
SHANNON HOLMES BEGAN 942018
EXECUTIVE DIRECTOR40.00Yes (X)$71,507$0$0
ALAN BOOKMAN THRU 2218
DEPUTY EXECUTIVE DIRECTOR40.00Yes (X)$55,719$0$5,800
DONNA DERRYBERRY
LEGAL SERVICES DIRECTOR40.00$142,993$0$20,204Yes (X)
GARY RICHARDSON
FINANCE DIRECTOR40.00$143,026$0$20,042Yes (X)
ELIZABETH MONAGHAN
HR/OPS DIRECTOR40.00$117,175$0$17,287Yes (X)
JOY ENGLAND
MEMBERSHIP DIRECTOR40.00$116,315$0$16,719Yes (X)
JENNIFER MITCHELL
GOVERNMENTAL RELATIONS DIRECTOR40.00$114,150$0$17,727Yes (X)
GARY GODSEY THRU 612018
EXECUTIVE DIRECTOR (FORMER)40.00$276,263$0$16,045Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,037,148TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$113,824TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K10IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMPLE A LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1815A BRAZOS ST SUITE 115AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
ServicesWEBSITE DESIGNServicesDesc
Compensation$130,287CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$14,446,656$14,446,656
ATPE SUMMIT611710$129,330$129,330
ATPE AWARDS BANQUET611710$27,315$27,315
OTHER REVENUE900099$420$420
FieldValueIRS element (for citing)
Total Program Service Revenue$14,603,721TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$404,535TotalRevenueColumnAmt
Exclusion$404,535ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$67,266TotalRevenueColumnAmt
Exclusion$67,266ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,981,510SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,923,628SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$57,882SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,882TotalRevenueColumnAmt
Exclusion$57,882ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$73,778GrossSalesOfInventoryAmt
Cost Of Goods Sold$161,909CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$88,131TotalRevenueColumnAmt
Exclusion-$88,131ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
ADVERTISING541800$20,944$20,944
OTHER REVENUE900099$5,960$5,960
FieldValueIRS element (for citing)
Other Revenue Total$26,904OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,072,177TotalRevenueColumnAmt
Related Or Exempt Func Income$14,603,721RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$20,944UnrelatedBusinessRevenueAmt
Exclusion$447,512ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$2,521,308TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$247,040TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,861,077TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$344,981TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$552,824TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$399,147TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$35,090TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,530TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$321,699TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$229,540TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$259,048TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$246,392TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$719,836TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$638,776TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$224,730TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,054TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$162,209TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$230,379TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
REBATES$657,608
POSTAGE & FREIGHT$307,882
PRINTING$294,951
MEALS & ENTERTAINMENT$268,853

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$560,115TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,108,069TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$942,639BOYAmt
EOY$1,200,979EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,420,906BOYAmt
EOY$1,865,335EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$389,041BOYAmt
EOY$464,651EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$10,280BOYAmt
EOY$12,981EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$515,511BOYAmt
EOY$327,477EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,480,011LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,634,853LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$741,960BOYAmt
EOY$845,158EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,111,011BOYAmt
EOY$14,821,965EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,310,203EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$21,131,348BOYAmt
EOY$21,848,749EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,394,302BOYAmt
EOY$2,094,286EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$82,400BOYAmt
EOY$10,441EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,476,702BOYAmt
EOY$2,104,727EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,654,646BOYAmt
EOY$19,744,022EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,654,646BOYAmt
EOY$19,744,022EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,131,348BOYAmt
EOY$21,848,749EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$964,108ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$125,268NetUnrlzdGainsLossesInvstAmt
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$69,036PoliticalExpendituresAmt
Internal Funds Contributed$69,036InternalFundsContributedAmt
Total Exempt Function Expend$69,036TotalExemptFunctionExpendAmt
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$69,036PaidInternalFundsAmt
FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd
Dues Assessments$14,446,656DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$797,239NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot$797,239NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$1,733,599AggregateReportedDuesNtcAmt
Taxable-$936,360TaxableAmt

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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$954,675OtherCostOrOtherBasisAmt
Depreciation$866,445DepreciationAmt
Book Value$88,230BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,525,336OtherCostOrOtherBasisAmt
Depreciation$1,768,408DepreciationAmt
Book Value$756,928BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$845,158TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
VANGUARD LARGE-CAP$1,148,784F
ISHARES EDGE MSCI MIN VOL EAFE$1,161,419F
FieldValueIRS element (for citing)
Total Book Value Securities$2,310,203TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationFEDERAL INCOME TAXES 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. THE ASSOCIATION HAS ADOPTED FASB ASC 740-10, WHICH PRESCRIBED A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
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 PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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
DONNA DERRYBERRY
LEGAL SERVICES DIRECTOR$142,993$0$0$0$0$0$11,447$0$8,757$0$163,197$0$0$0
GARY RICHARDSON
FINANCE DIRECTOR$143,026$0$0$0$0$0$11,300$0$8,742$0$163,068$0$0$0
GARY GODSEY THRU 612018
EXECUTIVE DIRECTOR (FORMER)$276,263$0$0$0$0$0$8,529$0$7,516$0$292,308$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4AFormAndLineReferenceDesc
ExplanationGARY 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 2018-2019 TOTAL AMOUNT BEING $231,000; AND 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 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, TEACHER TRAINEE MEMBERS, PUBLIC MEMBERS, ADMINISTRATORS, AND COLLEGE STUDENT MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7AA PROFESSIONAL, ASSOCIATE, TEACHER TRAINEE, 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 7BANY CHANGES TO BYLAWS ARE SUBJECT TO MEMBER APPROVAL.
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.
FORM 990, PART XII, LINE 2C:THE 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$25,968
ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT
B$69,036
ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT
N$14,118

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