ARIZONA EDUCATION ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ARIZONA EDUCATION ASSOCIATION (EIN 86-0002685)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-07-11
- IRS object ID
- 201431929349300648
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-11T17:55:00-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860133881 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & HORNE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2055 E WARNER RD STE 101 | AddressLine1 |
| City | TEMPE | City |
| State | AZ | State |
| ZIP Code | 85284 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860002685 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARIZONA EDUCATION ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARIZ | NameControl |
| Phone | 6022641774 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 EAST PALM LANE | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK J SIMONS | Name |
| Title | SECRETARY/EXECUTIVE DIRECTOR | Title |
| Phone | 6022641774 | Phone |
| Date Signed | 2014-07-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | COLETTE KAMPS CPA | Name |
| PTIN | P00367616 | PTIN |
| Phone | 4808394900 | Phone |
| Date Prepared | 2014-07-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK J SIMONS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 EAST PALM LANE | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5811140 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ARIZONAEA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1939 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | TO ELEVATE THE EDUCATION PROFESSION AND PROMOTE THE CAUSE OF EDUCATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 42 | TotalNbrEmployees |
| Total Nbr Volunteers | 34 | TotalNbrVolunteers |
| Total Gross UBI | 24400 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 77841 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 69758 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6731541 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5695959 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4900 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6731 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6814282 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5772448 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15232 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11640 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4920224 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4041083 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1894908 | OtherExpensePriorYear |
| Other Expenses Current Year | 1714063 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6830364 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5766786 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -16082 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5662 | RevenuesLessExpensesCY |
| Total Assets BOY | 7453533 | TotalAssetsBOY |
| Total Assets EOY | 7401210 | TotalAssetsEOY |
| Total Liabilities BOY | 4991865 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4751187 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2461668 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2650023 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ELEVATE THE EDUCATION PROFESSION AND PROMOTE THE CAUSE OF EDUCATION AND TO PROVIDE MEMBER SUPPORT IN ARIZONA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | 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. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 42 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6022641774 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 EAST PALM LANE | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85004 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JANIE HYDRICK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARILYN CALHOUN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAN IRELAND | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CATHEY NICOL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TAMMIE PURSLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ED BUFFORD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RAE ANN RUMERY | |||||||
| 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 | ||
| ELAINE FOCHT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LAURIE RICHARDS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JASON SCHNEE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JASON ROACH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANGELA PHILPOT | |||||||
| 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 | ||
| NATALIE KINMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KRISTI FREDRICKSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LENNY REED | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICKI GRIBBLE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN SKARHUS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHRIS ACKERLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WESLEY YANDELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JUDY MOY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD BERUMEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ALYS CASPERSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TOM OVIATT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JENNIE STEMM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STELLA GARCIA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW F MORRILL | |||||||
| PRESIDENT | 40.00 | X | 134163 | 0 | 21455 | X | |
| JOSEPH H THOMAS | |||||||
| VICE PRESIDENT | 40.00 | X | 120172 | 0 | 22359 | X | |
| NIDIA C LIAS | |||||||
| TREASURER | 40.00 | X | 8974 | 0 | 359 | X | |
| KATHLEEN RAMAGE-WHITE | |||||||
| PAST-TREASURER | 40.00 | X | 0 | 0 | 0 | X | |
| JOHN H WRIGHT | |||||||
| PAST-PRESIDENT | 40.00 | X | 0 | 0 | 0 | X | |
| SHERYL D MATHIS | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 140735 | 0 | 47108 | X | ||
| MICHAEL A AICONE | |||||||
| MANAGER BUSINESS OPERATION | 40.00 | 110094 | 0 | 39840 | X | ||
| RENAE COSTA | |||||||
| MANAGER FIELD ORG & SVCS | 40.00 | 103460 | 0 | 46176 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 617598 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 177297 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 69758 | AllOtherContributions |
| Total Contributions | 69758 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEMBERSHIP DUES | 611710 | 4786219 | 4786219 | |
| NATIONAL EDUCATION ASS | 611710 | 868764 | 868764 | |
| ADVERTISING INCOME | 541800 | 24400 | 24400 | |
| PROJECT REVENUE | 611710 | 16576 | 16576 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5695959 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6731 | TotalRevenueColumn |
| Exclusion | $6,731 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 38692 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 38692 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5772448 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5671559 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 24400 | UnrelatedBusinessRevenue |
| Exclusion | $6,731 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11640 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 562675 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2110932 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 622360 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 541431 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203685 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130208 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19250 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89000 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109703 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32767 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282403 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60317 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247397 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191385 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171510 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29118 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| EQUIP RENTAL & MAINTENA | 122668 |
| PRINTING & PUBLICATION | 116578 |
| PROPERTY TAXES | 85136 |
| DUES AND SUBSCRIPTION | 14638 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11985 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5766786 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244873 | BOY |
| EOY | 146373 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2858522 | BOY |
| EOY | 3027149 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34559 | BOY |
| EOY | 41824 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20869 | BOY |
| EOY | 18093 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5685470 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1530410 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4285770 | BOY |
| EOY | 4155060 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8940 | BOY |
| EOY | 12711 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7453533 | BOY |
| EOY | 7401210 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 701587 | BOY |
| EOY | 644362 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 767943 | BOY |
| EOY | 869460 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3088733 | BOY |
| EOY | 2986456 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 433602 | BOY |
| EOY | 250909 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4991865 | BOY |
| EOY | 4751187 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2461668 | BOY |
| EOY | 2650023 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2461668 | BOY |
| EOY | 2650023 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7453533 | BOY |
| EOY | 7401210 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5662 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 182693 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 4786219 | DuesAssessments |
| Non Ded Lobby Political Current | 203749 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 39846 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 243595 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 97639 | AggrAmtReportedInDuesNotices |
| Amount To Be Carried Over | 145956 | AmountToBeCarriedOver |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1010000 | OtherCostOrOtherBasis |
| Book Value | 1010000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3662679 | OtherCostOrOtherBasis |
| Depreciation | 750268 | Depreciation |
| Book Value | 2912411 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 412126 | OtherCostOrOtherBasis |
| Depreciation | 246655 | Depreciation |
| Book Value | 165471 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 600665 | OtherCostOrOtherBasis |
| Depreciation | 533487 | Depreciation |
| Book Value | 67178 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4155060 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST RATE SWAP AGREEMENT | Description |
| Amount | $250,909 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 250909 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5786740 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 5786740 | RevenueSubtotal |
| Other Revenues Not Included | -14292 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -14292 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5772448 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5781078 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 14292 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 14292 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5766786 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5766786 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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, 2013, 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 -38,692. ADVERTISING REVENUE NETTED WITH ADVERTISING EXPENSES 24,400. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENT EXPENSES NETTED WITH RENT INCOME ON 990 38,692. ADVERTISING REVENUE NETTED WITH ADVERTISING EXPENSES -24,400. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUCSON EDUCATION ASSOCIATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4625 E 2ND ST | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 860150205 | EINOfRecipient |
| IRC Section | 5 | IRCSection |
| Amount Of Cash Grant | 6236 | AmountOfCashGrant |
| Purpose Of Grant | AFFILIATE SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION PROVIDES AFFILIATE SUPPORT TO THE TUCSON EDUCATION ASSOCIATION AND IS BASED UPON THE NUMBER OF MEMBERS OF THE FILING ORGANIZATION WHO ARE ALSO MEMBERS OF THE AFFILATE. THEY ALSO CONTRIBUTE TO VARIOUS CAMPAIGNS FOR OR AGAINST PROPOSITIONS THAT HAVE AN IMPACT ON EDUCATION IN ARIZONA. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW F MORRILL | ||||||||||||||
| PRESIDENT | 134163 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 21455 | 0 | 155618 | 0 | 0 | 0 |
| SHERYL D MATHIS | ||||||||||||||
| EXECUTIVE DIRECTOR | 140735 | 0 | 0 | 0 | 0 | 0 | 37756 | 0 | 9352 | 0 | 187843 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 182,693. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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