2019-08-14T14:44:09-05:00 2018-09-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2017-10-01 630002660 ALABAMA EDUCATION ASSOCIATION ALAB 3348349790 PO BOX 4177 MONTGOMERY AL 361034177 AMY HUBBARD MARLOWE INTERIM EXECUTIVE DIRECTOR 3348349790 2019-08-14 1 SCOTT E HALLBERG CPA P01081188 2023319880 38.100.43.98 2019-08-14 15:42:30 ED P 099BB351ED5C43DB8E4A0DD96B056B1430213725 AAC600C6407F438ED9881BB94AB08BDC6703F2AD 2017 2019-02-21 02:37:17Z AMY HUBBARD MARLOWE PO BOX 4177 MONTGOMERY AL 361034177 16378738 0 X HTTPS://MYAEA.ORG/ X 1938 AL THE 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. 34 32 83 32 192100 49556 3642187 3229826 12183274 12598709 -4956 5471 561899 544732 16382404 16378738 45057 19594 2054458 2348254 8358350 8157406 0 0 0 5241834 5577529 15699699 16102783 682705 275955 7498077 7819542 2323035 2368545 5175042 5450997 X TO 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. 0 0 PROJECTS 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. PROTECT THE CONSTITUTIONAL, STATUTORY, AND HUMAN RIGHTS OF EDUCATION EMPLOYEES AND STUDENTS AND TO PROMOTE THE PROFESSIONAL RIGHTS AND RESPONSIBILITIES OF TEACHERS IN ALABAMA. IMPROVE THE WELFARE AND BENEFITS OF ALABAMA EDUCATION EMPLOYEES THROUGH THE ALABAMA LEGISLATURE AND TO EDUCATE THE PUBLIC CONCERNING ISSUES RELATED TO ALABAMA TEACHERS. EDUCATE THE PUBLIC ABOUT ISSUES RELATED TO ALABAMA TEACHERS 0 1 0 1 0 0 0 1 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 143 0 1 83 1 1 1 0 0 0 0 0 X 34 32 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 1 1 0 X KEINA HOUSER 3348349790 422 DEXTER AVE MONTGOMERY AL 36104 CHARLENE MCCOY DIRECTOR 0.30 X 0 0 0 TIFFENY HOWARD DIRECTOR 0.30 X 0 0 0 DONNA WEST DIRECTOR 0.30 X 0 0 0 DR BRIDGETTE JOHNSON DIRECTOR 0.30 X 0 0 0 DR BARBARA CADY DIRECTOR 0.30 X 0 0 0 BERNARD SANDERSON DIRECTOR 0.30 X 0 0 0 SUZANNE CLEMONS DIRECTOR 0.30 X 0 0 0 TERESA NOELL DIRECTOR 0.30 X 0 0 0 JEREMY VINES DIRECTOR 0.30 X 0 0 0 STEPHANIE TAYLOR DIRECTOR 0.30 X 0 0 0 KIMBERLY WINDHAM DIRECTOR 0.30 X 0 0 0 ASHLEY STRICKLAND DIRECTOR 0.30 X 0 0 0 ELAINE CARTER DIRECTOR 0.30 X 0 0 0 KRISTY HATCH DIRECTOR 0.30 X 0 0 0 STACEY YEEND DIRECTOR 0.30 X 0 0 0 PAM GREGORY DIRECTOR 0.30 X 0 0 0 VIVIAN MARTIN DIRECTOR 0.30 X 0 0 0 AMELIA COUCH DIRECTOR 0.30 X 0 0 0 DR SUSAN WILLIAMS BROWN DIRECTOR 0.30 X 0 0 0 LAURA HILL DIRECTOR 0.30 X 0 0 0 MARY BETH TATE DIRECTOR 0.30 X 0 0 0 DR DAVID BELTON DIRECTOR 0.30 X 0 0 0 GREGORY MARTIN DIRECTOR 0.30 X 0 0 0 BENITA MOYERS DIRECTOR 0.30 X 0 0 0 NANCY DOWDY DIRECTOR 0.30 X 0 0 0 MICHAEL WESLEY JR DIRECTOR 0.30 X 0 0 0 TRISHA BODINE DIRECTOR 0.30 X 0 0 0 KENNETH DUKES DIRECTOR 0.30 X 0 0 0 AMY FOWLER DIRECTOR 0.30 X 0 0 0 SHERRY TUCKER PRESIDENT 40.00 X X 62428 0 7583 SHEILA HOCUTT-REMINGTON PAST PRESIDENT 0.30 X 64322 0 7617 DAVID HOLT VICE-PRESIDENT 1.00 X X 0 0 0 CATHY MCNEAL SECRETARY/TREASURER 6.00 X X 0 0 0 NATASHA CRAIG-POLLARD DIRECTOR 0.30 X 0 0 0 BRENDA PIKE EXEC. DIRECTOR 40.00 X 183233 0 46308 AMY MARLOWE ASST. EXECUTIVE DIRECTOR 40.00 X 159961 0 39054 DARRYL SINKFIELD ASST. EXECUTIVE DIRECTOR 40.00 X 169812 0 40611 THERON STOKES ASST. EXEC DIRECTOR 40.00 X 175647 0 49198 PAMELA FOSSETT EDUCATION POLICIES MANAGER 40.00 X 126896 0 30440 SUSAN KENNEDY GOVERNMENT RELATIONS MANAGER 40.00 X 136278 0 35500 QUINTON ROSS ASST. FIELD SERVICES MANAGER 40.00 X 111074 0 24655 CLINTON DAUGHTREY ATTORNEY 40.00 X 117147 0 33015 JOHN HUDSON ASST. FIELD SERVICES MANAGER 40.00 X 126647 0 33860 1433445 0 347841 9 0 1 0 GARDNER FIRM PC PO DRAWER 3103 MOBILE AL 36652 LEGAL SERVICE 296980 TRS LLC PO BOX 1000 WETUMPKA AL 36092 AUTO LEASES 252130 JOHN SAXON PC 2119 3RD AVE NORTH BIRMINGHAM AL 35203 LEGAL SERVICE 177385 POSTMASTER 6701 WINTON BLOUNT BLVD MONTGOMERY AL 361192500 POSTAGE 175047 RENAISANCE MONTGOMERY HOTEL & SPA 201 TALLAPOOSA ST MONTGOMERY AL 36104 FACILITIES 170223 14 3229826 3229826 MEMBERSHIP DUES 900099 12160565 12160565 EXTERNAL RECOVERIES 900099 406208 406208 CONFERENCE 900099 31936 31936 12598709 5471 5471 12000 0 12000 12000 6000 6000 EQUITY IN EARNINGS IN SUBSIDIARY 900099 331447 331447 ADVERTISING INCOME 541800 186100 186100 MISCELLANEOUS 900099 15185 15185 532732 16378738 12945341 192100 11471 19594 2348254 920069 5127620 739147 927264 443306 292744 146769 1034680 98081 1022170 39675 275096 1326960 601910 99075 264807 129270 PROFESSIONAL DUES & SUB 139112 107180 16102783 3907526 2914042 1529262 1130002 1227854 268961 141419 8326122 6973651 1546041 1352471 22500 623047 654494 7498077 7819542 1521452 1651264 359169 340552 215770 206079 226644 170650 2323035 2368545 X 5175042 5450997 5175042 5450997 7498077 7819542 275955 0 X X 0 1 X 1 0 ALABAMA VOICE OF TEACHERS FOR EDUCATION PO BOX 4297 MONTGOMERY AL 36103 630660845 1688040 THE NEA FUND FOR CHILDREN & PUBLIC EDUCATION 1201 16TH STREET NW WASHINGTON DC 20036 272152012 48793 1 0 0 0 1 X 311710 311710 5660705 4847417 813288 4872 4872 0 2303610 2117593 186017 45225 3769 41456 1352471 REAL ESTATE 120000 INVESTMENT IN SUBSIDIARY 534494 654494 X 16689921 311183 311183 16378738 0 16378738 16286712 183929 183929 16102783 0 16102783 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. 0 NATIONAL EDUCATION ASSOCIATION FOUNDATION 120116TH STREET NW WASHINGTON DC 20036 530115260 7250 GENERAL SUPPORT ALABAMA STATE UNIVERSITY FOUNDATION PO BOX 271 MONTGOMERY AL 36104 636067745 6000 GENERAL SUPPORT 2 2 X 1 1 X 0 1 0 BRENDA PIKE EXEC. DIRECTOR 183233 0 0 0 0 0 32162 0 14146 0 229541 0 0 0 AMY MARLOWE ASST. EXECUTIVE DIRECTOR 159961 0 0 0 0 0 24908 0 14146 0 199015 0 0 0 DARRYL SINKFIELD ASST. EXECUTIVE DIRECTOR 169812 0 0 0 0 0 26465 0 14146 0 210423 0 0 0 THERON STOKES ASST. EXEC DIRECTOR 175647 0 0 0 0 0 36092 0 13106 0 224845 0 0 0 PAMELA FOSSETT EDUCATION POLICIES MANAGER 126896 0 0 0 0 0 19714 0 10726 0 157336 0 0 0 SUSAN KENNEDY GOVERNMENT RELATIONS MANAGER 136278 0 0 0 0 0 21204 0 14296 0 171778 0 0 0 CLINTON DAUGHTREY ATTORNEY 117147 0 0 0 0 0 18269 0 14746 0 150162 0 0 0 JOHN HUDSON ASST. FIELD SERVICES MANAGER 126647 0 0 0 0 0 19714 0 14146 0 160507 0 0 0 PART I, LINE 1A THE ASSOCIATION PAYS SOCIAL CLUB DUES FOR THE PRESIDENT, EXECUTIVE DIRECTOR AND ASSOCIATE EXECUTIVE DIRECTOR PART I, LINE 4B BRENDA 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. FORM 990, PART VI, SECTION A, LINE 6 THERE 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 7A THERE 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 11B THE 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 12C THE ASSOCIATION HAS A CONFLICT OF INTEREST OFFICER RESPONSIBLE FOR THE IMPLEMENTATION, MONITORING AND COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE 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 19 THE 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. ALABAMA VOICE OF TEACHERS FOR EDUCATION P O BOX 4297 MONTGOMERY AL 36103 630660845 POLITICAL ACTION COMMITTEE AL 527 ALABAMA EDUCATION ASSOCIATION 0 ALABAMA EDUCATION ASSOCIATION FOUNDATION 422 DEXTER AVENUE MONTGOMERY MONTGOMERY AL 36104 270043272 PROVIDE ASSISTANCE TO EDUCATIONAL INSTITUTIONS AL 501(C)(3) 509(A)(3) ALABAMA EDUCATION ASSOCIATION 0 EDUCATOR BENEFITS CORPORATION 422 DEXTER AVENUE MONTGOMERY AL 36104 631233625 PROVIDE MEMBER BENEFITS AL ALABAMA EDUCATION ASSOCIATION C 331447 589936 1.00000 1 1 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 EDUCATOR BENEFITS CORPORATION A 6000 FMV ALABAMA VOICE OF TEACHERS FOR EDUCATION A 6000 FMV