2013-07-10T11:06:01-07:00 2012-08-31 990 2011-09-01 530115260 NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES NATI 2028227928 1201 16th Street NW Suite 418 Washington DC 20036 Rebecca Pringle 2028227057 2013-07-10 2011 2016-02-25 16:41:14Z X Dennis Van Roekel 1201 16th Street NW Suite 418 Washington DC 20036 401253927 0 X www.nea.org X 1906 DC See schedule O 184 175 698 0 1724118 285661 356491139 0 0 367947057 7328526 950407 12681180 11839333 376500845 380736797 114745241 115150570 0 0 128350350 122258957 0 0 0 130618191 118743111 373713782 356152638 2787063 24584159 219422653 245774023 57453949 57971286 161968704 187802737 See schedule O for response to Part I, line 1. 0 0 0 0 0 See schedule O for response to Part I, line 1. 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 1 0 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 1 544 0 1 698 1 1 1 0 0 0 0 0 X 184 175 0 0 0 0 1 1 1 1 1 0 1 1 1 1 0 1 1 1 0 0 0 X Timothy Hargrove 2028227051 NEA 1201 16th St NW Suite 421 Washington DC 20036 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0 0 Terrie A Tudor 5 X 0 0 0 Tom Tully 5 X 0 0 0 Wanda Ruffo Twigg 5 X 0 0 0 Katherine Underwood 5 X 1550 0 0 Kathy Vetter 5 X 0 0 0 Alex Wallace 5 X 0 0 0 KC Walsh 5 X 1600 0 0 Gretchen Washington 5 X 1650 0 0 Karen Watters 5 X 1200 0 0 Erica Webber-Jones 5 X 1785 0 0 Eric Weiss 5 X 600 0 0 George Williams 5 X 0 0 0 Jameel Williams 5 X 880 0 0 Kathy Williams 5 X 840 0 0 Joyce R Wilson 5 X 790 0 0 Nancy Wright 5 X 680 0 0 Ruthie Wright 5 X 960 0 0 Michele Yakopcic 5 X 1020 0 0 Lois Yukna 5 X 600 0 0 Jamie Zartler 5 X 1402 0 0 Greg Johnson 40 X 80422 0 0 Christy Levings 40 X 71824 0 0 Paula Monroe 40 X 72645 0 0 Princess Moss 40 X 73076 0 0 Joyce Powell 40 X 72045 0 0 Earl Wiman 40 X 31996 0 0 Dennis Van Roekel 40 X X 374325 0 154630 Lily Eskelsen 40 X X 315672 0 132587 Rebecca Pringle 40 X X 318663 0 141470 Leonard Paolillo 40 X X 44060 0 0 John Stocks 40 X 291407 0 159488 Michael McPherson 40 X 246295 0 140151 John Wilson 40 X X 565575 0 182646 Sheila Simmons 40 X 271623 0 116832 Peter Arum 40 X 250812 0 97679 James E Gattis 40 X 235197 0 105658 Edith Jefferson 40 X 233969 0 96775 John Yrchik 40 X 250728 0 96403 3944272 0 1424319 414 1 1 1 BREDHOFF & KAISER 805 15TH STREET NW WASHINGTON DC 20005 LAW FIRM 5231154 CONVENTIONS EXHIBITS PROMOTIONS INC 1055 RESEARCH CENTER DR Atlanta GA 30331 CONVENTION MANAGEMENT 3784064 TMA RESOURCES INC 1919 GALLOWS RD SUITE 400 VIENNA VA 22182 SOFTWARE DEVELOPER 2326284 BANTA DBA RR DONNELLEY PO BOX 730216 DALLAS TX 75373 PRINTER 1371028 B-LINE EXPRESS PO BOX 6146 COLUMBIA MD 21045 COMPUTER SYSTEMS CONSULTANTS 986721 72 0 0 0 0 0 0 0 0 Membership Dues 900099 367947057 367947057 0 0 0 0 0 0 367947057 964786 0 0 964786 0 0 0 0 113 0 0 113 0 0 0 0 0 0 0 0 0 0 20277782 0 20292161 0 -14379 0 -14379 0 0 -14379 0 0 0 0 0 0 0 0 0 0 0 0 92031 224969 -132938 -132938 0 0 Advertising 541800 1724118 0 1724118 0 Reimbursement of Salaries 900099 2855675 2855675 0 0 Reimbursement of EDP Charges 900099 1543421 1543421 0 0 5848944 5848944 0 0 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defined by IRC 527, including communications to members concerning identifiable federal and nonfederal candidates and expenses for the administration and fundraising for the taxpayer's separate segregated funds. 0 1753777 1753777 0 77783887 46272732 31511155 0 1942637 960581 982056 0 68917574 60207285 8710289 0 0 0 0 42957277 100% National Education Employees Assistance Fund 138669 F 100% of NEA Member Benefits Corporation 32781721 F 100% of NEA Properties Inc 15353385 F 48273775 0 Severance Liability 6636805 6636805 380736797 356152638 24584159 1249874 0 0 0 654709 1904583 26488742 420047064 1249874 0 0 49357402 50607276 369439788 0 11297009 11297009 380736797 391085486 0 0 0 39474962 39474962 351610524 0 4542114 4542114 356152638 SchD_P10_S00_L01 Schedule D, Part X, Line 1 NEA has a policy entitling employees with over 10 years of service to severance pay equal to 10 weeks of salary. NEA's accrued severance pay has been calculated to approximate Accounting Standards Codification 712, Compensation Non-Retirement Postemployment Benefits. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Tax adjustment associated with change from consolidated basis in audited financial statements. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Revenue from subsidaries in financial statements $53,245,681. Expenses that were netted against revenue in the audited financials -$3,888,279. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Current year loss from wholly owned subsidiaries $336,431. Revenues that were netted against expenses on the audited financials $11,633,440. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Gross expenses of wholly owned subsidiaries included in the audited financial statement $51,108,402. Revenue that was netted against expenses in the audited financial statements -$11,633,440. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b NEEAF activity eliminated during consolidation $874. Expenses that were netted against income on the audited financial statements $3,888,279. Tax adjustment for removal of independent entity reported on consolidated basis in audited financial statements $654,709. 1 ALABAMA EDUCATION ASSOCIATION PO BOX 4177 MONTGOMERY AL 361034177 630002660 501(c)(5) 4446811 0 Financial Assistance AMERICA VOTES 1401 NEW YORK AVE NW SUITE 720 WASHINGTON DC 20005 264568349 501(c)(4) 359750 0 Financial Assistance AMERICAN CONSTITUTION SOCIETY ATTN MELODIE DEMULLING 1333 H ST NW 11TH FLOOR WASHINGTON DC 20005 522313694 501(c)(3) 10000 0 Financial Assistance AMERICAN FEDERATION OF TEACHERS 555 NEW JERSEY AVE NW WASHINGTON DC 200012079 360715240 501(c)(5) 33575 0 Financial Assistance AMERICAS FAMILY FIRST INC 2715 M ST NW WASHINGTON DC 20007 270419971 501(c)(4) 300000 0 Financial Assistance ARIZONA EDUCATION ASSOCIATION 345 E PALM LN PHOENIX AZ 850041532 860002685 501(c)(6) 1311988 0 Financial Assistance ARKANSAS EDUCATION ASSOCIATION 1500 W FOURTH ST LITTLE ROCK AR 72201 710004515 501(c)(6) 578605 0 Financial Assistance ASIAN AMERICAN LEGAL 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501(c)(3) 35000 0 Financial Assistance UNIVERSITY OF HAWAII PROF ASSEMBLY 1017 PALM DRIVE HONOLULU HI 96814 990156407 501(c)(5) 353255 0 Financial Assistance UNIVERSITY OF THE DISTRICT OF COLUMBIA 4250 CONNECTICUT AVENUE NW ROOM 3006 WASHINGTON DC 20008 521212211 501(c)(5) 35435 0 Financial Assistance US HISPANIC LEADERSHIP INSTITUTE 431 S DEARBORN ST SUITE 1203 CHICAGO IL 60605 363191740 501(c)(3) 75000 0 Financial Assistance UTAH EDUCATION ASSOCIATION 875 EAST 5180 SOUTH MURRAY UT 84107 870187145 501(c)(6) 730038 0 Financial Assistance UTAH SCHOOL EMPLOYEES ASSOCIATION 864 EAST ARROWHEAD LN MURRAY UT 841075211 870285270 501(c)(5) 234227 0 Financial Assistance VERMONT-NEA 10 WHEELOCK STREET MONTPELIER VT 056023737 030276708 501(c)(5) 878453 0 Financial Assistance VIRGINIA EDUCATION ASSOCIATION 116 S THIRD ST RICHMOND VA 23219 540540102 501(c)(5) 1874915 0 Financial Assistance VOCES DE LA FRONTERA 1027 S 5TH ST MILWAUKEE WI 53204 392010107 501(c)(3) 23515 0 Financial Assistance WASHINGTON EDUCATION ASSOCIATION PO BOX 9100 FEDERAL WAY WA 980639100 910460645 501(c)(5) 3241727 0 Financial Assistance WAYNE EDUCATION ASSOCIATION 551 VALLEY RD WAYNE NJ 07470 226046633 501(c)(5) 16500 0 Financial Assistance WDC MLK NATIONAL MEMORIAL PROJECT FOUNDATION INC 401 F STREET NW - SUITE 334 WASHINGTON DC 20001 522145683 501(c)(3) 166666 0 Financial Assistance WELLSTONE ACTION 2446 UNIVERSITY AVE W SUITE 170 ST PAUL MN 55114 331041433 501(c)(4) 21300 0 Financial Assistance WEST VIRGINIA EDUCATION ASSOCIATION 1558 QUARRIER ST CHARLESTON WV 25311 055033440 501(c)(6) 741086 0 Financial Assistance WISCONSIN EDUCATION ASSN COUNCIL PO BOX 8003 MADISON WI 537088003 391169160 501(c)(5) 3530057 0 Financial Assistance WYOMING EDUCATION ASSOCIATION 115 EAST 22ND ST CHEYENNE WY 82001 830168105 501(c)(6) 693372 0 Financial Assistance 34 97 SchI_P01_S00_L02 Schedule I, Part I, Line 2 NEA staff verify that grants were used for the appropriate purpose. However, most of the expenditures were from several programs that NEA administers to provide financial assistance to its state and local affiliates and to other organizations that share its mission of a Great Public School for Every Student. X X X 1 1 X X X 1 1 0 Dennis Van Roekel 274878 0 0 0 99447 0 117525 0 37105 0 528955 0 0 0 Lily Eskelsen 241642 0 0 0 74030 0 104366 0 28221 0 448259 0 0 0 Rebecca Pringle 241642 0 0 0 77021 0 104365 0 37105 0 460133 0 0 0 John Stocks 257943 0 0 0 33464 0 117525 0 41963 0 450895 0 0 0 Michael McPherson 231237 0 0 0 15058 0 99871 0 40280 0 386446 0 0 0 Sheila Simmons 216068 0 0 0 55555 0 88610 0 28222 0 388455 0 0 0 Peter Arum 178021 0 0 0 72791 0 69654 0 28025 0 348491 0 0 0 James E Gattis 174236 0 0 0 60961 0 68760 0 36898 0 340855 0 0 0 Edith Jefferson 175736 0 0 0 58233 0 68760 0 28015 0 330744 0 0 0 John Yrchik 146937 0 0 0 103791 0 65773 0 30630 0 347131 0 0 0 John Wilson 212648 0 0 0 352927 0 162525 0 20121 0 748221 0 213500 0 Leonard Paolillo 0 0 0 0 44060 0 0 0 0 0 44060 0 0 0 SchJ_P01_S00_L00 Schedule J, Part I Schedule J, Part I - Response to Form 990, Part VII, Line 5 - Members of the National Education ("NEA") Board of Directors are primarily employed in the education field at various school systems across the country. When a director is absent from their primary job due to official business of the NEA Board of Directors, and the school system will not underwrite the cost for a substitute or the salary of the director during such absence, the NEA will cover these costs by reimbursing the school system or the director. The following school systems were reimbursed during the 2011 calendar year for the cost associated with their employees that served as NEA Executive Committee Members on the NEA Board of Directors. Christy Levings, Olathe Unified School District 233, $80,130; Paula Monroe, Redlands Unified School District $75,513; Princess Moss, Louisa County Public Schools, $77,716; Len Paolillo, Massachusetts College of Liberal Arts, $63,135. Greg Johnson, Mustang Public Schools, $59,899; Earl Wiman, Metropolitan Nashville Public Schools, $125,336; and Joyce Powell, Vineland Board of Education, $108,022. The school systems that employ the remaining directors receive reimbursements from NEA ranging from $0 to $90,073. The average reimbursement is approximately $4,300. SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Schedule J, Part I, Line 1a - Reimbursements are made for the identified expenses according to NEA policy and taxes are withheld as appropriate for taxable reimbursements. The housing/living allowance is only offered to the three officers (President, Vice President, and Secretary/Treasurer). The companion travel benefit is available to the full Executive Committee including the 3 elected officers. The discretionary spending account includes limited and capped travel and personal allowances for each of the three officers and the Executive Director. Travel allowances are capped at $5,500 per year and personal allowances are capped at $3,000 per year. In addition, the account is used to provide NEA Board members with a travel allowance of up to $1,200 per year. Because these are non-accountable plans within the meaning of the Internal Revenue Code, the payments are reported as taxable compensation to all recipients. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Schedule J, Part I, Line 4 - The following received a severance payment when they retired: SheilaSimmons $39,455; Peter Arum $31,014; James E. Gattis, Jr. $30,616; Edith L. Jefferson, $30,616; and John Yrchik $42,047. The following participate in a supplemental retirement plan: Dennis VanRoekel received a payment of $2,365. John Wilson also received a $28,500 payment from participation in a 457f plan. F990_P01_S00_L01 Form 990, Part I, Line 1 (Also the response for Part III, lines 1 and 4a) The National Education Association of the United States ("NEA") is a not-for-profit organization incorporated under an Act of the United States Congress. Our mission is to advocate for education professionals and to unite our members and the nation to fulfill the promise of public education to prepare every student to succeed in a diverse and interdependent world. Our vision is a great public school for every child. The 2011-2012 Strategic Plan and Budget is organized around five Core Service Areas that represent the ongoing work of the Association and two Strategic Goals that represent specific, focused results that can be accomplished and measured in a given period of time. The Core Service Areas address key, ongoing programs and services essential to the NEA and our work: (1) creating the best learning conditions for students and working conditions for education employees; (2) providing affiliates programs and services that focus on membership growth, retention and engagement, and build affiliate capacity; (3) advocate for proponents of public education and social justice, engaging member and public support; (4) partner with local communities to achieve great public schools and (5) the business operations that ensure organizational effectiveness. The Strategic Goals address two immediate key opportunities and challenges: (1) partner with affiliates to promote policies and procedures that create great public schools and argue against policies and procedures that erode the rights of educators and diminish their ability to advocate for students and public education; and (2) partner with state and local affiliates to support and advocate for great public schools for all students, targeting priority schools for intensive support. F990_P01_S00_L03 Form 990, Part I, Line 3 The NEA is governed by an elected Board of Directors comprised of 175 voting members who receive no compensation from the NEA other than reasonable expense reimbursements as well as the nine members of the NEA Executive Committee. An annual Representative Assembly comprised of roughly 9,500 delegates, who are elected by NEA members and receive no compensation from NEA, vote on the annual budget as well as changes to the underlying governing documents of the NEA. Between quarterly meetings of the NEA Board of Directors, the NEA is governed by the NEA Executive Committee, which consists of nine elected members including the three NEA Executive Officers. The Executive Committee members serve as ex officio members of the NEA Board of Directors and have been excluded from the count of independent members of the governing body solely due to their role as officers of the association or their receipt of reasonable compensation and expense reimbursements in excess of $10,000, as disclosed on Schedule J. F990_P01_S00_L18 Form 990, Part I, Line 18 20 and Line 22. Beginning balances were adjusted to reflect the removal of a separate entity previously reported on a consolidated basis. The separate entity files its own compliance reports. F990_P06_S0A_L01a Form 990, Part VI, Section A, Line 1a Our list of Board members includes only those as of the end of the year. Generally, terms on the Board end as of the end of the fiscal year. On rare occasion, a new Board member may be unable to begin their term immediately in which case the expiring Board member may agree to stay on until the new member is able to assume their position or a member leaves the Board before their term ends and a special election is called to replace that member. With 189 positions it is difficult to track people who have served a partial year. Our system is designed to track when terms end so we know when someone is due to come off the Board. For a person who serves a partial year, their name is removed from our roster when the replacement comes on. It is the replacement's name that then appears on the roster next to the term ending date. In addition to the voting members of the Board, there are five non-voting members consisting of four at-large directors and one honorary member. F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 The National Education Association is a member-based 501(c)5 labor organization that serves as the national voice for education. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a NEA members elect Delegates to represent NEA members at the NEA annual Representative Assembly. Members or Delegates representing members elect the NEA Board of Directors, the NEA Executive Committee members, and the NEA Executive Officers. F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b NEA Delegates elected to represent members at the NEA annual Representative Assembly vote on any amendments to the NEA Constitution, Bylaws, Standing Rules and Resolutions and approve the annual budget. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b NEA management and external tax advisors review the 990 and a copy of the final 990 is provided to all members of the Board of Directors prior to filing. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Officers, directors and key employees are required to report potential conflicts of interest whenever they are aware of such. Procedures are also in place for others to report on conflicts of interest if they believe they have occurred. All employees are notified annually of the conflict of interest policy and their obligation to report. The NEA Secretary/Treasurer serves as the NEA Conflict of Interest Officer and receives and reviews all reported conflicts of interest. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The NEA does not proovide these documents to the general public. F990_P11_S00_L05 Form 990, Part XI, Line 5 Net unrealized gain on investments The NEA Health Information Network 1201 16th Street NW 2nd Floor Washington DC 20036 581898631 Promote the health of public education DC 501(c)3 2 National Education Association 0 NEA Properties Inc 1201 16th Street NW Suite 421 Washington DC 20036 270591064 Holds title to real property IN 501(c)2 National Education Association 1 NEA Members Insurance Trust c/o NEA MBC 900 Clopper Road Gaithersburg MD 208781356 521126682 Provide employee welfare benefits to NEA members and their dependents MD 501(c)9 National Education Association 1 National Education Assocation and Affiliate Retiree Health Plan 1201 16th St NW Suite 421 Washington DC 200363290 527073317 Provide health benefits to retired NEA employees DC 501(c)(9) National Education Association 1 NEA Member Benefits Corporation 900 Clopper Road Gaithersburg MD 20878 520855767 Administers a broad package of benefits, programs and resources to meet NEA members' needs. DE National Education Association C 50461168 45147641 1 NEA Professional Services Corporation 900 Clopper Road Suite 300 Gaithersburg MD 20878 522297214 Provides advertising DE NEA Member Benefits Corporation C 2732862 1558348 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 National Education Assocation and Affiliate Retiree Health Plan o 471 National Education Assocation and Affiliate Retiree Health Plan q 12500000 NEA Member Benefits Corporation p 1633692 NEA Professional Services Corporation l 2366000