2015-07-14T10:19:32-05:00 2014-08-31 860133881 HENRY & HORNE LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2013-09-01 860002685 ARIZONA EDUCATION ASSOCIATION ARIZ 6022641774 345 EAST PALM LANE PHOENIX AZ 85004 MARK J SIMONS EXECUTIVE DIRECTOR 6022641774 2015-07-13 1 COLETTE KAMPS CPA P00367616 4808394900 2015-07-13 2013 2016-02-25 16:41:14Z MARK J SIMONS 345 EAST PALM LANE PHOENIX AZ 85004 5729483 0 X WWW.ARIZONAEA.ORG X 1939 AZ TO ELEVATE THE EDUCATION PROFESSION AND PROMOTE THE CAUSE OF EDUCATION 25 22 39 25 12500 0 69758 60230 5695959 5615820 6731 8514 0 0 5772448 5684564 11640 4663 0 0 4041083 3934445 0 0 0 1714063 1613065 5766786 5552173 5662 132391 7401210 7407170 4751187 4613084 2650023 2794086 TO ELEVATE THE EDUCATION PROFESSION AND PROMOTE THE CAUSE OF EDUCATION AND TO PROVIDE MEMBER SUPPORT IN ARIZONA. 0 0 5603320 ADVOCATED FOR SUPPORT OF ARIZONA'S PUBLIC SCHOOLS, IMPROVED THE QUALITY OF PUBLIC EDUCATION THROUGH POSITIVE CHANGE, AND IMPROVED THE PROFESSIONAL LIVES OF TEACHERS AND SCHOOL STAFF MEMBERS 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 17 0 39 1 1 1 0 0 0 0 0 0 0 X 25 22 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X THE ORGANIZATION 6022641774 345 EAST PALM LANE PHOENIX AZ 85004 JULIE CIENIAWSKI DIRECTOR 1.00 X 0 0 0 ESMERALDA BATES DIRECTOR 1.00 X 0 0 0 JUAN CHAVEZ DIRECTOR 1.00 X 0 0 0 KATHRYN PIVONKA DIRECTOR 1.00 X 0 0 0 ANITA BOWLAND DIRECTOR 1.00 X 0 0 0 DEREK BORN DIRECTOR 1.00 X 0 0 0 MARK DEGROW DIRECTOR 1.00 X 0 0 0 AMBER GOULD DIRECTOR 1.00 X 0 0 0 MARISOL GARCIA DIRECTOR 1.00 X 0 0 0 MELANIE COBOS DIRECTOR 1.00 X 0 0 0 DAN IRELAND DIRECTOR 1.00 X 0 0 0 CHRIS MAZA DIRECTOR 1.00 X 0 0 0 MARIA LEYVA DIRECTOR 1.00 X 0 0 0 LAURIE RICHARDS DIRECTOR 1.00 X 0 0 0 RACHEL STAFFORD DIRECTOR 1.00 X 0 0 0 KATIE BARNES DIRECTOR 1.00 X 0 0 0 JUDY MOY DIRECTOR 1.00 X 0 0 0 TOM OVIATT DIRECTOR 1.00 X 0 0 0 JASON FREED DIRECTOR 1.00 X 0 0 0 ESTEVAN CARREON DIRECTOR 1.00 X 0 0 0 ANDREW F MORRILL PRESIDENT 40.00 X X 134173 0 15263 JOSEPH H THOMAS VICE PRESIDENT 40.00 X X 21958 0 0 NIDIA C LIAS TREASURER 40.00 X X 4487 0 0 KATHLEEN RAMAGE-WHITE PAST-TREASURER 40.00 X X 0 0 0 JOHN H WRIGHT PAST-PRESIDENT 40.00 X X 0 0 0 SHERYL D MATHIS EXECUTIVE DIRECTOR 40.00 X 163264 0 44504 MICHAEL A AICONE MANAGER BUSINESS OPERATIONS 40.00 X 109494 0 37572 MARK SIMONS EXECUTIVE DIRECTOR 40.00 X 0 0 0 RENAE COSTA MANAGER FIELD ORG & SVCS 40.00 X 103934 0 43449 537310 0 140788 4 0 1 0 0 60230 60230 MEMBERSHIP DUES 611710 4442840 4442840 NATIONAL EDUCATION ASS 611710 1151594 1151594 ADVERTISING INCOME 541800 12500 12500 PROJECT REVENUE 611710 8886 8886 5615820 8514 8514 44919 44919 0 0 5684564 5603320 12500 8514 4663 601527 2118985 484568 533548 195817 171959 20250 15058 52016 283349 49460 333102 184898 153717 30247 EQUIP RENTAL & MAINTENA 114952 PRINTING & PUBLICATION 101240 PROPERTY TAXES 72822 DUES AND SUBSCRIPTION 15898 14097 5552173 146373 220071 3027149 3123585 41824 38351 18093 4382 5680137 1665466 4155060 4014671 12711 6110 7401210 7407170 644362 663841 869460 832176 2986456 2877830 250909 239237 4751187 4613084 X 2650023 2794086 2650023 2794086 7401210 7407170 X 132391 11672 X 0 1 X 1 0 0 0 1 4442840 52693 145956 198649 125732 72917 1010000 1010000 3662679 842994 2819685 419218 283084 136134 588240 539388 48852 4014671 INTEREST RATE SWAP AGREEMENT 239237 239237 X 5716983 0 5716983 -32419 -32419 5684564 5584592 32419 32419 5552173 0 5552173 PART X, LINE 2: THE ASSOCIATION RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. AS OF AUGUST 31, 2014, THE ASSOCIATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENT INCOME NETTED WITH RENT EXPENSES ON FORM 990 -44,919. ADVERTISING REVENUE NETTED WITH ADVERTISING EXPENSES 12,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES NETTED WITH RENT INCOME ON FORM 990 44,919. ADVERTISING REVENUE NETTED WITH ADVERTISING EXPENSES -12,500. X X X X 0 0 0 SHERYL D MATHIS EXECUTIVE DIRECTOR 163264 0 0 0 0 0 35706 0 8798 0 207768 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ASSOCIATION MEMBERS ARE TEACHERS, COMMUNITY COLLEGE PROFESSORS, COUNSELORS, SPEECH PATHOLOGISTS, BUS DRIVERS, SECRETARIES, RETIRED EDUCATORS AND STUDENT TEACHERS THAT ALSO BELONG TO MORE THAN 150 LOCAL AFFILIATES ACROSS ARIZONA. FORM 990, PART VI, SECTION A, LINE 7A ASSOCIATION MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE BUSINESS OPERATIONS MANAGER WILL REVIEW THE FORM 990 PRIOR TO FILING AND WILL GO OVER ANY QUESTIONS WITH THE PREPARER. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE ORGANIZATION REQUIRES A SIGNED STATEMENT OF DISCLOSURE FROM ALL OFFICERS, MANAGERS, DIRECTORS, AND EMPLOYEES. THE AEA EXECUTIVE DIRECTOR SHALL SERVE AS THE CONFLICT OF INTEREST ("CI") OFFICER AND IN THAT CAPACITY SHALL BE RESPONSIBLE FOR THE IMPLEMENTATION OF THE CI POLICY. THE CI OFFICER SHALL MONITOR THE IMPLEMENTATION OF THE CI POLICY. THE CI OFFICER SHALL RECOMMEND TO THE AEA BOARD OF DIRECTORS SUCH MODIFICATIONS IN THE POLICY AS HE OR SHE MAY FROM TIME TO TIME DEEM APPROPRIATE. IF THE MISCONDUCT IS AGAINST THE EXECUTIVE DIRECTOR OR THE EXECUTIVE DIRECTOR IS UNABLE TO PERFORM THIS FUNCTION THEN THE GENERAL COUNSEL WILL SERVE AS THE CI OFFICER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE EXECUTIVE DIRECTOR WAS DETERMINED BY THE PERFORMANCE APPRAISAL COMMITTEE OF THE BOARD OF DIRECTORS, AS WELL AS THROUGH A WRITTEN EMPLOYMENT CONTRACT, A COMPENSATION SURVEY THROUGH NEA AND STATE ALLIANCE OF EDUCATION ASSOCIATIONS, AS WELL AS FULL BOARD APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: GAIN ON FAIR MARKET VALUE OF SWAP AGREEMENT 11,672. AEA FOUNDATION FOR TEACHING AND LEARNING 345 E PALM LN PHOENIX AZ 85004 860853856 TEACHER DEVELOPMENT AZ 501(C)(3) LINE 9 ARIZONA EDUCATION ASSOCIATION 0 AEA FUND FOR PUBLIC EDUCATION 345 E PALM LN PHOENIX AZ 85004 861006189 EDUCATION ADVOCACY AZ 527 ARIZONA EDUCATION ASSOCIATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0