2019-07-11T10:47:00-05:00 2018-08-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2017-09-01 540540102 VIRGINIA EDUCATION ASSOCIATION VIRG 8046485801 116 SOUTH THIRD STREET RICHMOND VA 23219 KEVIN SHAVER DIRECTOR OF FINANCE AND HR 8042827636 2019-07-11 1 SCOTT E HALLBERG CPA P01081188 2023319880 38.100.43.98 2019-07-11 11:46:39 ED P 1E44ECBBF19AE3148C8BDBF144083A4143A29AAB 2D5B0BD3402E39B7C704900C7FC251DEED649B44 2017 2019-02-21 02:37:17Z KEVIN SHAVER 116 SOUTH THIRD STREET RICHMOND VA 23219 15909305 0 X VEANEA.ORG X 1863 VA THE MISSION OF THE VIRGINIA EDUCATION ASSOCIATION IS TO UNITE OUR MEMBERS AND LOCAL COMMUNITIES ACROSS THE COMMONWEALTH IN FULFILLING THE PROMISE OF A HIGH QUALITY PUBLIC EDUCATION THAT SUCCESSFULLY PREPARES EVERY SINGLE STUDENT TO REALIZE HIS OR HER FULL POTENTIAL. WE BELIEVE THIS CAN BE ACCOMPLISHED BY ADVOCATING FOR STUDENTS, EDUCATION PROFESSIONALS, AND SUPPORT PROFESSIONALS. 31 29 76 29 12660 -15642 0 0 12237750 12763266 217947 218307 40968 60264 12496665 13041837 155894 122155 0 0 8827526 8261458 0 0 0 3110781 3939641 12094201 12323254 402464 718583 13021474 13656114 10071681 5596618 2949793 8059496 X THE MISSION OF THE VIRGINIA EDUCATION ASSOCIATION IS TO UNITE OUR MEMBERS AND LOCAL COMMUNITIES ACROSS THE COMMONWEALTH IN FULFILLING THE PROMISE OF A HIGH QUALITY PUBLIC EDUCATION THAT SUCCESSFULLY PREPARES EVERY SINGLE STUDENT TO REALIZE HIS OR HER FULL POTENTIAL. WE BELIEVE THIS CAN BE ACCOMPLISHED BY ADVOCATING FOR STUDENTS, EDUCATION PROFESSIONALS, AND SUPPORT PROFESSIONALS. 0 0 FIELD SERVICES: ASSISTS LOCAL ASSOCIATIONS IN DEVELOPING ACTION PLANS ON ISSUES, PROMOTES MEMBERSHIP GROWTH WITHIN THE STATE BY WORKING WITH THE NEA AND LOCAL ASSOCIATIONS, REPRESENTS MEMBERS IN MEETINGS WITH SCHOOL ADMINSTRATION. GOVERNMENT RELATIONS: RESPONSIBLE FOR OVERALL SUPPORT AND EXECUTION OF VEA PROGRAMS PERTAINING TO LEGISLATIVE ACTION TEACHING AND LEARNING: HELPS IMPROVE THE INSTRUCTIONAL PROGRAM THROUGH THE COMMITMENT OF THE ASSOCIATION TO PROFESSIONAL EXCELLENCE 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 49 0 1 76 1 1 1 0 0 0 0 0 X 31 29 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 1 1 0 X CHRIS YODER 8047758336 116 SOUTH THIRD STREET RICHMOND VA 23219 JAMES LIVINGSTON PRESIDENT 40.00 X X 47300 0 509 JAMES FEDDERMAN VICE PRESIDENT 40.00 X X 6000 0 0 AFREEN GOOTEE BOARD MEMBER 1.00 X 0 0 0 ALISON MACARTHUR BOARD MEMBER 1.00 X 0 0 0 ALLISON BATTY BOARD MEMBER 1.00 X 0 0 0 CAROL BAUER BOARD MEMBER 1.00 X 0 0 0 CATIE KRUGER BOARD MEMBER 1.00 X 0 0 0 CHARLOTTE HAYER BOARD MEMBER 1.00 X 0 0 0 CONNIE FINNEY BOARD MEMBER 1.00 X 0 0 0 DAVID PALANZI BOARD MEMBER 1.00 X 0 0 0 DAVID VITA BOARD MEMBER 1.00 X 0 0 0 DENISE DAVIS BOARD MEMBER 1.00 X 0 0 0 DENNIS PFENNIG BOARD MEMBER 1.00 X 0 0 0 ETHEL WILLIAMS BOARD MEMBER 1.00 X 0 0 0 INGRID GANT BOARD MEMBER 1.00 X 0 0 0 JAMES GARY PUCKETT BOARD MEMBER 1.00 X 0 0 0 JOY KIRK BOARD MEMBER 1.00 X 0 0 0 KELLY WALKER BOARD MEMBER 1.00 X 0 0 0 KEVIN HICKERSON BOARD MEMBER 1.00 X 0 0 0 MADELINE WINGATE-ALFONSO BOARD MEMBER 1.00 X 0 0 0 MEGAN LINK BOARD MEMBER 1.00 X 0 0 0 MELISSA AMOS BOARD MEMBER 1.00 X 0 0 0 PETER PFOTENHAUER BOARD MEMBER 1.00 X 0 0 0 PRECIOUS CRABTREE BOARD MEMBER 1.00 X 0 0 0 RAMON MOORE BOARD MEMBER 1.00 X 0 0 0 REBECCA JASMAN BOARD MEMBER 1.00 X 0 0 0 RHONDA WAGNER BOARD MEMBER 1.00 X 0 0 0 RILEY OCASEY BOARD MEMBER 1.00 X 0 0 0 ROBBIE JONES BOARD MEMBER 1.00 X 0 0 0 SONIA SMITH BOARD MEMBER 1.00 X 0 0 0 STEVE WHITTEN BOARD MEMBER 1.00 X 0 0 0 PHILIP FORGIT EXECUTIVE DIRECTOR / SECRETARY 40.00 X 138901 0 50829 KEVIN SHAVER TREASURER 40.00 X 122219 0 36576 DENA ROSENKRANZ MANAGER 40.00 X 119497 0 46729 JOHN O'NEIL MANAGER 40.00 X 109813 0 56289 NAILA HOLMES MANAGER 40.00 X 109119 0 33645 ANTOINETTE ROGERS MANAGER 40.00 X 105885 0 36291 KATHY BURCHER MANAGER 40.00 X 110490 0 23000 869224 0 283868 7 0 1 0 TARGETED PLATFORM MEDIA 1291 HOLLYWOOD AVE ANNAPOLIS MD 21403 MEDIA SERVICES 631920 FAUGHNAN MENDICINO PLLC 21355 RIDGETOP CIRCLE STE 110 DULLES VA 20166 LEGAL SERIVES 237059 MISSION CONTROL INC 624 HEBRON AVE GLASTONBURY CT 06033 MEDIA SERVICES 225318 JACKSON LEWIS LLP PO BOX 416019 BOSTON MA 022416019 LEGAL SERIVES 169939 CAPITAL RESULTS LLC 50 PEAR ST RICHMOND VA 23223 MEDIA SERVICES 123092 9 MEMBERSHIP DUES 900099 10064588 10064588 NEA REIMBURSEMENTS 900099 2595586 2595586 COMMONWEALTH INSTITUTE REIMBURSEM 900099 103092 103092 12763266 188119 188119 2897656 2867468 30188 30188 30188 MISCELLANEOUS 611710 47604 47604 ADVERTISING INCOME 541800 12660 12660 60264 13041837 12810870 12660 218307 122155 621239 4458631 1618371 1186777 376440 760018 40428 105329 10535 3043 304910 130853 368754 518943 72705 42941 ELECTION EDUCATION CAMP 949794 PUBLIC RELATIONS CAMPAI 307586 TRAINING 182945 MEMBERSHIP SUPPORT 40763 100094 12323254 3305334 4145552 1132140 1183418 1191128 1053611 158883 48339 2471655 1854851 692065 616804 6541924 6608390 13021474 13656114 954420 725161 69567 77961 9047694 4793496 10071681 5596618 X 2949793 8059496 2949793 8059496 13021474 13656114 X 718583 -73349 4464469 X X 0 1 X 1 0 1 0 0 109000 109000 1756219 1343023 413196 577319 499211 78108 29117 12617 16500 616804 DEFERRED COMPENSATION PAYABLE 27607 NET PENSION LIABILITY 4765889 4793496 X 12968488 -73349 -73349 13041837 0 13041837 12323254 0 12323254 0 12323254 PART X, LINE 2: VEA IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND THE TAX STATUTES OF THE COMMONWEALTH OF VIRGINIA. IN ADDITION, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. VEA ADHERES TO THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE VEA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED AUGUST 31, 2018 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF AUGUST 31, 2018, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2014 THROUGH 2016 REMAIN OPEN WITH THE U.S. FEDERAL JURISDICTION IN WHICH THE ORGANIZATION FILES RETURNS. 0 X X 0 0 0 PHILIP FORGIT EXECUTIVE DIRECTOR / SECRETARY 134320 0 0 0 4581 0 24122 0 26707 0 189730 0 0 0 KEVIN SHAVER TREASURER 120695 0 0 0 1524 0 22604 0 13972 0 158795 0 0 0 DENA ROSENKRANZ MANAGER 118006 0 0 0 1491 0 22213 0 24516 0 166226 0 0 0 JOHN O'NEIL MANAGER 108905 0 0 0 908 0 21071 0 35218 0 166102 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS ANNUALLY APPROVES A BUDGET WHICH INCLUDES THE PROPOSED ANNUAL COMPENSATION FOR THE ORGANIZATION'S CHIEF OFFICERS, EXECUTIVE DIRECTOR, TOP MANAGMENT OFFICIALS, KEY EMPLOYEES, AND OTHER OFFICERS. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE SEVEN (7) CLASSES OF MEMBERSHIPP IN THE ASSOCATION: ACTIVE, STAFF, SUBSTITUTE, STUDENT, RESERVE, RETIRED, AND DELEGATE. FORM 990, PART VI, SECTION A, LINE 7A ARTICLE 7 2 STATES THAT "THERE SHALL BE OPEN NOMINATIONS FOR THE POSITION THROUGH THE METHOD OF PETITIONS SUBMITTED WITH SIGNATURES OF FIFTY (50) ACTIVE MEMBERS TO AN APPROPRIATE ELECTIONS AND CAMPAIGN PRACTICES COMMITTEE AT THE DISTRICT AND/OR BY NOMINATIONS FROM THE FLOOR OF A GENERAL MEETING OF THE DISTRICT ELECTION SHALL BE BY MAJORITY VOTE OF THOSE VOTING IN A SECRET BALLOT OF ACTIVE MEMBERSHIP OF THE DISTRICT" FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO THE BOARD PRIOR TO FILING THE RETURN. THE 990 IS REVIEWED BY THE BOARD AND ANY CHANGES ARE MADE ACCORDINGLY PRIOR TO FINAL SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD IS POLLED ANNUALLY ON THE CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS ANNUALLY APPROVES A BUDGET WHICH INCLUDES THE PROPOSED ANNUAL COMPENSATION FOR THE ORGANIZATION'S CHIEF OFFICERS, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIALS, KEY EMPLOYEES, AND OTHER OFFICERS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XI, LINE 9: PENSION LIABILITY ADJUSTMENT 4,464,469. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF THE ORGANIZATION ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. VIRGINIA EDUCATION ASSOCIATION FUND FOR CHILDREN & PUBLIC EDUCATION 116 S 3RD ST RICHMOND VA 23219 541041123 POLITICAL ORGANIZATION VA 527 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0