2020-06-09T13:38:27-05:00 2019-07-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2018-08-01 742119788 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS ASSO 5124670071 305 EAST HUNTLAND DRIVE NO 300 AUSTIN TX 78752 SHANNON HOLMES EXECUTIVE DIRECTOR 5124670071 2020-06-08 1 RENAE DUNCAN P01257722 5123462086 198.72.42.2 2020-06-09 13:38:23 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 87B51246FA6B5C9AB01D6E090C8599A26D922FDA 2018 2020-09-23 17:36:50Z SHANNON HOLMES 305 EAST HUNTLAND DRIVE NO 300 AUSTIN TX 78752 28157714 0 7028 X WWW.ATPE.ORG X 1980 TX IMPROVE THE QUALITY OF EDUCATION & THE ENVIRONMENT CONDUCIVE TO QUALITY LEARNING & TEACHING. 25 25 76 3500 20944 -20939 0 0 14526214 14603721 2880224 462417 76037 6039 17482475 15072177 0 0 2523581 2521308 6473113 6405069 0 0 0 5311573 5181692 14308267 14108069 3174208 964108 21131348 21848749 2476702 2104727 18654646 19744022 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 63 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 GARY RICHARDSON 5124670071 305 EAST HUNTLAND DRIVE 300 AUSTIN TX 78752 BYRON HILDEBRAND STATE PRESIDENT 2.00 X X 0 0 0 JIMMY LEE STATE SECRETARY 2.00 X X 0 0 0 TONJA GRAY STATE VICE PRESIDENT 2.00 X X 0 0 0 CARL GARNER PAST STATE PRESIDENT 2.00 X X 0 0 0 HECTOR CRUZ REGION DIRECTOR 2.00 X 0 0 0 SUELLEN ENER 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 X 0 0 0 DALE LOVETT REGION DIRECTOR 2.00 X 0 0 0 MEREDITH MALLOY REGION DIRECTOR 2.00 X 0 0 0 KAREN HAMES STATE TREASURER 2.00 X X 0 0 0 CHRISTIE SMITH REGION DIRECTOR 2.00 X 0 0 0 DESIRIE RIES REGION DIRECTOR 2.00 X 0 0 0 JOSE DELGADO REGION DIRECTOR 2.00 X 0 0 0 BRENDA BRYAN REGION DIRECTOR 2.00 X 0 0 0 RUDY ROMERO REGION DIRECTOR 2.00 X 0 0 0 CATHY STOLLE REGION DIRECTOR 2.00 X 0 0 0 BILL GRIFFIN JOINED 472018 REGION DIRECTOR 2.00 X 0 0 0 STACEY WARD JOINED 4142018 STATE TREASURER 2.00 X X 0 0 0 SHEILA SLIDER JOINED 10182018 REGION DIRECTOR 2.00 X 0 0 0 STEVE POKLUDA JOINED 9292018 REGION DIRECTOR 2.00 X 0 0 0 RON WALCIK JOINED 2242018 REGION DIRECTOR 2.00 X 0 0 0 SHANE WHITTEN JOINED 3242018 REGION DIRECTOR 2.00 X 0 0 0 YVETTE MILNER JOINED 552018 REGION DIRECTOR 2.00 X 0 0 0 BARBARA RUIZ JOINED 5222018 REGION DIRECTOR 2.00 X 0 0 0 SHANNON HOLMES BEGAN 942018 EXECUTIVE DIRECTOR 40.00 X 71507 0 0 ALAN BOOKMAN THRU 2218 DEPUTY EXECUTIVE DIRECTOR 40.00 X 55719 0 5800 DONNA DERRYBERRY LEGAL SERVICES DIRECTOR 40.00 X 142993 0 20204 GARY RICHARDSON FINANCE DIRECTOR 40.00 X 143026 0 20042 ELIZABETH MONAGHAN HR/OPS DIRECTOR 40.00 X 117175 0 17287 JOY ENGLAND MEMBERSHIP DIRECTOR 40.00 X 116315 0 16719 JENNIFER MITCHELL GOVERNMENTAL RELATIONS DIRECTOR 40.00 X 114150 0 17727 GARY GODSEY THRU 612018 EXECUTIVE DIRECTOR (FORMER) 40.00 X 276263 0 16045 1037148 0 113824 10 1 1 0 SIMPLE A LLC 815A BRAZOS ST SUITE 115 AUSTIN TX 78701 WEBSITE DESIGN 130287 1 MEMBERSHIP DUES 900099 14446656 14446656 ATPE SUMMIT 611710 129330 129330 ATPE AWARDS BANQUET 611710 27315 27315 OTHER REVENUE 900099 420 420 14603721 404535 404535 67266 67266 12981510 12923628 57882 57882 57882 73778 161909 -88131 -88131 ADVERTISING 541800 20944 20944 OTHER REVENUE 900099 5960 5960 26904 15072177 14603721 20944 447512 2521308 247040 4861077 344981 552824 399147 35090 23530 321699 229540 259048 246392 719836 638776 224730 1054 162209 230379 REBATES 657608 POSTAGE & FREIGHT 307882 PRINTING 294951 MEALS & ENTERTAINMENT 268853 560115 14108069 942639 1200979 3420906 1865335 389041 464651 10280 12981 515511 327477 3480011 2634853 741960 845158 15111011 14821965 0 2310203 21131348 21848749 2394302 2094286 82400 10441 2476702 2104727 X 18654646 19744022 18654646 19744022 21131348 21848749 964108 125268 0 X X 0 1 X 1 0 69036 69036 69036 1 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT 305 E HUNTLAND DRIVE STE 300 AUSTIN TX 78752 811347631 69036 0 0 0 14446656 797239 797239 1733599 -936360 PART I-A, LINE 1: CONTRIBUTIONS WERE MADE FOR INDEPENDENT POLITICAL EXPENDITURES. 954675 866445 88230 2525336 1768408 756928 845158 VANGUARD LARGE-CAP 1148784 F ISHARES EDGE MSCI MIN VOL EAFE 1161419 F 2310203 X PART X, LINE 2: FEDERAL 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. X X X X 1 1 X X X 1 0 0 DONNA DERRYBERRY LEGAL SERVICES DIRECTOR 142993 0 0 0 0 0 11447 0 8757 0 163197 0 0 0 GARY RICHARDSON FINANCE DIRECTOR 143026 0 0 0 0 0 11300 0 8742 0 163068 0 0 0 GARY GODSEY THRU 612018 EXECUTIVE DIRECTOR (FORMER) 276263 0 0 0 0 0 8529 0 7516 0 292308 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 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. FORM 990, PART VI, SECTION A, LINE 6 THE 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 7A A 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 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. 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. 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 25968 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT B 69036 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT N 14118