ALABAMA EDUCATION ASSOCIATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ALABAMA EDUCATION ASSOCIATION INC (EIN 63-0002660)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-08-14
IRS object ID
201912269349301646
Schema version
2017v2.3
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)
Return2019-08-14T14:44:09-05:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1Txt
Address Line2WESTAddressLine2Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN630002660EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALABAMA EDUCATION ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALABBusinessNameControlTxt
Phone3348349790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4177AddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP361034177ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY HUBBARD MARLOWEPersonNm
Person TitleINTERIM EXECUTIVE DIRECTORPersonTitleTxt
Phone3348349790PhoneNum
Signature2019-08-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT E HALLBERG CPAPreparerPersonNm
PTINP01081188PTIN
Phone2023319880PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.100.43.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-14IPDt
IP Tm15:42:30IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id099BB351ED5C43DB8E4A0DD96B056B1430213725AtSubmissionCreationDeviceId
At Submission Filing Device IdAAC600C6407F438ED9881BB94AB08BDC6703F2ADAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMY HUBBARD MARLOWEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4177AddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP361034177ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$16,378,738GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressHTTPS://MYAEA.ORG/WebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1938FormationYr
Legal Domicile StateALLegalDomicileStateCd
Activity Or MissionTHE GOALS OF THE ASSOCIATION SHALL BE AS FOLLOWS: (A) PROVIDE MAXIMUM EDUCATIONAL OPPORTUNITIES FOR ALL STUDENTS BY PROVIDING A HIGHER QUALITY OF TEACHING, SOUND PROGRAMS OF INSTRUCTION, AND ADEQUATE FINANCING FOR PUBLIC EDUCATION; (B) SEEK ECONOMIC SECURITY FOR ALL EDUCATION EMPLOYEES; (C) INCREASE PUBLIC AWARENESS OF THE GOALS OF AEA AS RELATED TO THE NEEDS, PROBLEMS, AND PROGRESS OF EDUCATION; (D) MAINTAIN A STRONG, INDEPENDENT, UNITED EDUCATION PROFESSION; (E) PROTECT THE CONSTITUTIONAL, STATUTORY, AND HUMAN RIGHTS OF ALL EDUCATION EMPLOYEES AND STUDENTS; (F) IMPROVE THE MORAL AND ETHICAL CLIMATE IN SCHOOLS AND GOVERNMENT; (G) UNITE EDUCATION EMPLOYEES FOR EFFECTIVE POLITICAL ACTION; (H) REPRESENT MEMBERS IN THEIR EMPLOYMENT RELATIONS WITH THEIR EMPLOYERS; (I) SUPPORT MAXIMUM EMPLOYEE INPUT INTO THE DECISIONS AND POLICIES OF THEIR EMPLOYER.ActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee83TotalEmployeeCnt
Total Volunteers32TotalVolunteersCnt
Total Gross UBI$192,100TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$49,556NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,642,187PYContributionsGrantsAmt
CY Contributions Grants$3,229,826CYContributionsGrantsAmt
PY Program Service Revenue$12,183,274PYProgramServiceRevenueAmt
CY Program Service Revenue$12,598,709CYProgramServiceRevenueAmt
PY Investment Income-$4,956PYInvestmentIncomeAmt
CY Investment Income$5,471CYInvestmentIncomeAmt
PY Other Revenue$561,899PYOtherRevenueAmt
CY Other Revenue$544,732CYOtherRevenueAmt
PY Total Revenue$16,382,404PYTotalRevenueAmt
CY Total Revenue$16,378,738CYTotalRevenueAmt
PY Grants And Similar Paid$45,057PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$19,594CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$2,054,458PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$2,348,254CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,358,350PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,157,406CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,241,834PYOtherExpensesAmt
CY Other Expenses$5,577,529CYOtherExpensesAmt
PY Total Expenses$15,699,699PYTotalExpensesAmt
CY Total Expenses$16,102,783CYTotalExpensesAmt
PY Revenues Less Expenses$682,705PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$275,955CYRevenuesLessExpensesAmt
Total Assets BOY$7,498,077TotalAssetsBOYAmt
Total Assets EOY$7,819,542TotalAssetsEOYAmt
Total Liabilities BOY$2,323,035TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,368,545TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,175,042NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,450,997NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE MAXIMUM EDUCATIONAL OPPORTUNITIES FOR ALL STUDENTS BY PROVIDING A HIGHER QUALITY OF TEACHING, SOUND PROGRAMS OF INSTRUCTION, AND ADEQUATE FINANCING FOR PUBLIC EDUCATION; TO SEEK ECONOMIC SECURITY FOR ALL EDUCATION EMPLOYEES; TO INCREASE PUBLIC AWARENESS OF THE GOALS OF AEA AS RELATED TO THE PROGRESS OF EDUCATION; TO PROTECT THE CONSTITUTIONAL, STATUTORY, AND HUMAN RIGHTS OF EDUCATION EMPLOYEES AND STUDENTS; TO IMPROVE THE MORAL AND ETHICAL CLIMATE IN SCHOOLS AND GOVERNMENT; TO UNITE EDUCATION EMPLOYEES FOR EFFECTIVE POLITICAL ACTION; TO REPRESENT MEMBERS IN THEIR EMPLOYMENT RELATIONS WITH THEIR EMPLOYERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROJECTS ARE CONDUCTED THROUGHOUT THE STATE OF ALABAMA WHICH PROVIDE SERVICE TO TEACHERS AND EDUCATION SUPPORT STAFF IN ORDER TO PROVIDE A HIGHER QUALITY OF TEACHING AND SOUND PROGRAMS OF INSTRUCTION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPROTECT THE CONSTITUTIONAL, STATUTORY, AND HUMAN RIGHTS OF EDUCATION EMPLOYEES AND STUDENTS AND TO PROMOTE THE PROFESSIONAL RIGHTS AND RESPONSIBILITIES OF TEACHERS IN ALABAMA.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescIMPROVE THE WELFARE AND BENEFITS OF ALABAMA EDUCATION EMPLOYEES THROUGH THE ALABAMA LEGISLATURE AND TO EDUCATE THE PUBLIC CONCERNING ISSUES RELATED TO ALABAMA TEACHERS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescEDUCATE THE PUBLIC ABOUT ISSUES RELATED TO ALABAMA TEACHERSDesc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
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 EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document143IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee83EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
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 Approva0DecisionsSubjectToApprovaInd
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 Policy0DocumentRetentionPolicyInd
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 Line1KEINA HOUSERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3348349790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1422 DEXTER AVEAddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP36104ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CHARLENE MCCOY
DIRECTOR0.30Yes (X)$0$0$0
TIFFENY HOWARD
DIRECTOR0.30Yes (X)$0$0$0
DONNA WEST
DIRECTOR0.30Yes (X)$0$0$0
DR BRIDGETTE JOHNSON
DIRECTOR0.30Yes (X)$0$0$0
DR BARBARA CADY
DIRECTOR0.30Yes (X)$0$0$0
BERNARD SANDERSON
DIRECTOR0.30Yes (X)$0$0$0
SUZANNE CLEMONS
DIRECTOR0.30Yes (X)$0$0$0
TERESA NOELL
DIRECTOR0.30Yes (X)$0$0$0
JEREMY VINES
DIRECTOR0.30Yes (X)$0$0$0
STEPHANIE TAYLOR
DIRECTOR0.30Yes (X)$0$0$0
KIMBERLY WINDHAM
DIRECTOR0.30Yes (X)$0$0$0
ASHLEY STRICKLAND
DIRECTOR0.30Yes (X)$0$0$0
ELAINE CARTER
DIRECTOR0.30Yes (X)$0$0$0
KRISTY HATCH
DIRECTOR0.30Yes (X)$0$0$0
STACEY YEEND
DIRECTOR0.30Yes (X)$0$0$0
PAM GREGORY
DIRECTOR0.30Yes (X)$0$0$0
VIVIAN MARTIN
DIRECTOR0.30Yes (X)$0$0$0
AMELIA COUCH
DIRECTOR0.30Yes (X)$0$0$0
DR SUSAN WILLIAMS BROWN
DIRECTOR0.30Yes (X)$0$0$0
LAURA HILL
DIRECTOR0.30Yes (X)$0$0$0
MARY BETH TATE
DIRECTOR0.30Yes (X)$0$0$0
DR DAVID BELTON
DIRECTOR0.30Yes (X)$0$0$0
GREGORY MARTIN
DIRECTOR0.30Yes (X)$0$0$0
BENITA MOYERS
DIRECTOR0.30Yes (X)$0$0$0
NANCY DOWDY
DIRECTOR0.30Yes (X)$0$0$0
MICHAEL WESLEY JR
DIRECTOR0.30Yes (X)$0$0$0
TRISHA BODINE
DIRECTOR0.30Yes (X)$0$0$0
KENNETH DUKES
DIRECTOR0.30Yes (X)$0$0$0
AMY FOWLER
DIRECTOR0.30Yes (X)$0$0$0
SHERRY TUCKER
PRESIDENT40.00Yes (X)$62,428$0$7,583Yes (X)
SHEILA HOCUTT-REMINGTON
PAST PRESIDENT0.30Yes (X)$64,322$0$7,617
DAVID HOLT
VICE-PRESIDENT1.00Yes (X)$0$0$0Yes (X)
CATHY MCNEAL
SECRETARY/TREASURER6.00Yes (X)$0$0$0Yes (X)
NATASHA CRAIG-POLLARD
DIRECTOR0.30Yes (X)$0$0$0
BRENDA PIKE
EXEC. DIRECTOR40.00$183,233$0$46,308Yes (X)
AMY MARLOWE
ASST. EXECUTIVE DIRECTOR40.00$159,961$0$39,054Yes (X)
DARRYL SINKFIELD
ASST. EXECUTIVE DIRECTOR40.00$169,812$0$40,611Yes (X)
THERON STOKES
ASST. EXEC DIRECTOR40.00$175,647$0$49,198Yes (X)
PAMELA FOSSETT
EDUCATION POLICIES MANAGER40.00$126,896$0$30,440Yes (X)
SUSAN KENNEDY
GOVERNMENT RELATIONS MANAGER40.00$136,278$0$35,500Yes (X)
QUINTON ROSS
ASST. FIELD SERVICES MANAGER40.00$111,074$0$24,655Yes (X)
CLINTON DAUGHTREY
ATTORNEY40.00$117,147$0$33,015Yes (X)
JOHN HUDSON
ASST. FIELD SERVICES MANAGER40.00$126,647$0$33,860Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,433,445TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$347,841TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K9IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GARDNER FIRM PC
PO DRAWER 3103MOBILEAL36652LEGAL SERVICE$296,980
TRS LLC
PO BOX 1000WETUMPKAAL36092AUTO LEASES$252,130
JOHN SAXON PC
2119 3RD AVE NORTHBIRMINGHAMAL35203LEGAL SERVICE$177,385
POSTMASTER
6701 WINTON BLOUNT BLVDMONTGOMERYAL361192500POSTAGE$175,047
RENAISANCE MONTGOMERY HOTEL & SPA
201 TALLAPOOSA STMONTGOMERYAL36104FACILITIES$170,223
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K14CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,229,826AllOtherContributionsAmt
Total Contributions$3,229,826TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$12,160,565$12,160,565
EXTERNAL RECOVERIES900099$406,208$406,208
CONFERENCE900099$31,936$31,936
FieldValueIRS element (for citing)
Total Program Service Revenue$12,598,709TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,471TotalRevenueColumnAmt
Exclusion$5,471ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$12,000RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$12,000RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,000TotalRevenueColumnAmt
Unrelated Business Revenue$6,000UnrelatedBusinessRevenueAmt
Exclusion$6,000ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
EQUITY IN EARNINGS IN SUBSIDIARY900099$331,447$331,447
ADVERTISING INCOME541800$186,100$186,100
MISCELLANEOUS900099$15,185$15,185
FieldValueIRS element (for citing)
Other Revenue Total$532,732OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,378,738TotalRevenueColumnAmt
Related Or Exempt Func Income$12,945,341RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$192,100UnrelatedBusinessRevenueAmt
Exclusion$11,471ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$19,594TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$2,348,254TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$920,069TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,127,620TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$739,147TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$927,264TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$443,306TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$292,744TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$146,769TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,034,680TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$98,081TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,022,170TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$39,675TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$275,096TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,326,960TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$601,910TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$99,075TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$264,807TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$129,270TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescPROFESSIONAL DUES & SUBDesc
Total$139,112TotalAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$107,180TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,102,783TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,907,526BOYAmt
EOY$2,914,042EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$1,529,262EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,130,002BOYAmt
EOY$1,227,854EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$268,961BOYAmt
EOY$141,419EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,326,122LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,973,651LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,546,041BOYAmt
EOY$1,352,471EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$22,500BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$623,047BOYAmt
EOY$654,494EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,498,077BOYAmt
EOY$7,819,542EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,521,452BOYAmt
EOY$1,651,264EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$359,169BOYAmt
EOY$340,552EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$215,770BOYAmt
EOY$206,079EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$226,644BOYAmt
EOY$170,650EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,323,035BOYAmt
EOY$2,368,545EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,175,042BOYAmt
EOY$5,450,997EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,175,042BOYAmt
EOY$5,450,997EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,498,077BOYAmt
EOY$7,819,542EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$275,955ReconcilationRevenueExpnssAmt
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 B IRS990ScheduleB

Schedule C IRS990ScheduleC

Section527 Political Org Section527PoliticalOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINContributions Rcvd DlvrContributionsRcvdDlvrAmt
ALABAMA VOICE OF TEACHERS FOR EDUCATION
PO BOX 4297MONTGOMERYAL36103630660845$1,688,040
THE NEA FUND FOR CHILDREN & PUBLIC EDUCATION
1201 16TH STREET NWWASHINGTONDC20036272152012$48,793
FieldValueIRS element (for citing)
Substantially All Dues NondedYes (1)SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$311,710OtherCostOrOtherBasisAmt
Book Value$311,710BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,660,705OtherCostOrOtherBasisAmt
Depreciation$4,847,417DepreciationAmt
Book Value$813,288BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,872OtherCostOrOtherBasisAmt
Depreciation$4,872DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,303,610OtherCostOrOtherBasisAmt
Depreciation$2,117,593DepreciationAmt
Book Value$186,017BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$45,225OtherCostOrOtherBasisAmt
Depreciation$3,769DepreciationAmt
Book Value$41,456BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,352,471TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
REAL ESTATE$120,000
INVESTMENT IN SUBSIDIARY$534,494
FieldValueIRS element (for citing)
Total Book Value Other Assets$654,494TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$16,689,921TotalRevEtcAuditedFinclStmtAmt
Other Revenue$311,183OtherRevenueAmt
Revenue Not Reported$311,183RevenueNotReportedAmt
Revenue Subtotal$16,378,738RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$16,378,738TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$16,286,712TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$183,929OtherExpensesIncludedAmt
Expenses Not Reported$183,929ExpensesNotReportedAmt
Expenses Subtotal$16,102,783ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$16,102,783TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE ASSOCIATION COLLECTS DUES FROM ITS MEMBERS ON BEHALF OF THE NATIONAL EDUCATION ASSOCIATION, ALABAMA VOICE OF TEACHERS FOR EDUCATION, NEA FUND FOR CHILDREN AND PUBLIC EDUCATION, AND LOCAL EDUCATION ASSOCIATIONS IN ALABAMA. THESE FUNDS ARE THEN REMITTED TO THE APPRORIATE ORGANIZATION.
PART X, LINE 2:MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:REVENUE OF CONSOLIDATED AFFILIATE 311,183.
PART XII, LINE 2D - OTHER ADJUSTMENTS:EXPENSES OF CONSOLIDATED AFFILIATE 183,929.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
NATIONAL EDUCATION ASSOCIATION FOUNDATION
120116TH STREET NWWASHINGTONDC20036530115260$7,250GENERAL SUPPORT
ALABAMA STATE UNIVERSITY FOUNDATION
PO BOX 271MONTGOMERYAL36104636067745$6,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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
BRENDA PIKE
EXEC. DIRECTOR$183,233$0$0$0$0$0$32,162$0$14,146$0$229,541$0$0$0
AMY MARLOWE
ASST. EXECUTIVE DIRECTOR$159,961$0$0$0$0$0$24,908$0$14,146$0$199,015$0$0$0
DARRYL SINKFIELD
ASST. EXECUTIVE DIRECTOR$169,812$0$0$0$0$0$26,465$0$14,146$0$210,423$0$0$0
THERON STOKES
ASST. EXEC DIRECTOR$175,647$0$0$0$0$0$36,092$0$13,106$0$224,845$0$0$0
PAMELA FOSSETT
EDUCATION POLICIES MANAGER$126,896$0$0$0$0$0$19,714$0$10,726$0$157,336$0$0$0
SUSAN KENNEDY
GOVERNMENT RELATIONS MANAGER$136,278$0$0$0$0$0$21,204$0$14,296$0$171,778$0$0$0
CLINTON DAUGHTREY
ATTORNEY$117,147$0$0$0$0$0$18,269$0$14,746$0$150,162$0$0$0
JOHN HUDSON
ASST. FIELD SERVICES MANAGER$126,647$0$0$0$0$0$19,714$0$14,146$0$160,507$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE ASSOCIATION PAYS SOCIAL CLUB DUES FOR THE PRESIDENT, EXECUTIVE DIRECTOR AND ASSOCIATE EXECUTIVE DIRECTOR
PART I, LINE 4BBRENDA PIKE AND THERON STOKES PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. CURRENT YEAR AMOUNT FOR DR. PIKE IS $6,300 AND FOR MR. STOKES $6,825.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THERE IS ONE CLASS OF MEMBERSHIP AND THAT CLASS OF MEMBERSHIP ELECTS THE GOVERNING BODY OF THE ORGANIZATION. THIS MEMBERSHIP CLASS IS DIVIDED INTO THE FOLLOWING CLASSIFICATIONS BASED ON THE MEMBER'S POSITION IN THE ALABAMA PUBLIC EDUCATION SYSTEM: ACTIVE, STAFF, ASSOCIATE, RETIRED, STUDENT,SUBSTITUTE, AND EDUCATIONAL SUPPORT PROFESSIONALS.
FORM 990, PART VI, SECTION A, LINE 7ATHERE IS ONE CLASS OF MEMBERSHIP IN THE ORGANIZATION. EACH MEMBER IN THIS CLASS IS ENTITLED TO ONE VOTE FOR THE GOVERNING BODY OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY BOTH THE EXECUTIVE DIRECTOR AND THE BUSINESS MANAGER. THE BOARD ALSO REVIEWS THE 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE ASSOCIATION HAS A CONFLICT OF INTEREST OFFICER RESPONSIBLE FOR THE IMPLEMENTATION, MONITORING AND COMPLIANCE WITH THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION'S BOARD OF DIRECTORS VOTE ON THE COMPENSATION OF THE TOP MANAGEMENT OFFICIALS AS WELL AS OTHER OFFICERS. THE CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION IS DOCUMENTED IN THE BOARD MINUTES.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART XII, LINE 2C:THERE HAVE BEEN NO CHANGES IN THIS PROCESS FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
ALABAMA VOICE OF TEACHERS FOR EDUCATION
P O BOX 4297MONTGOMERYAL36103630660845POLITICAL ACTION COMMITTEEAL527ALABAMA EDUCATION ASSOCIATION0
ALABAMA EDUCATION ASSOCIATION FOUNDATION
422 DEXTER AVENUE MONTGOMERYMONTGOMERYAL36104270043272PROVIDE ASSISTANCE TO EDUCATIONAL INSTITUTIONSAL501(C)(3)ALABAMA EDUCATION ASSOCIATION0509(A)(3)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1EDUCATOR BENEFITS CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1422 DEXTER AVENUEAddressLine1Txt
CityMONTGOMERYCityNm
State AbbreviationALStateAbbreviationCd
ZIP36104ZIPCd
FieldValueIRS element (for citing)
EIN631233625EIN
Primary ActivitiesPROVIDE MEMBER BENEFITSPrimaryActivitiesTxt
Legal Domicile StateALLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1ALABAMA EDUCATION ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Share Of Total Income$331,447ShareOfTotalIncomeAmt
Share Of EOY Assets$589,936ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (1)DivRelatedOrganizationInd
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 OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
EDUCATOR BENEFITS CORPORATION
A$6,000FMV
ALABAMA VOICE OF TEACHERS FOR EDUCATION
A$6,000FMV

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