2013-07-10T18:41:27-05:00 2012-08-31 860133881 HENRY & HORNE LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2011-09-01 860002685 ARIZONA EDUCATION ASSOCIATION ARIZ 6022641774 345 EAST PALM LANE PHOENIX AZ 85004 MICHAEL AICONE 6022641774 2013-07-10 1 COLETTE KAMPS P00367616 4808394900 2013-07-10 2011 2016-02-24 21:20:13Z MICHAEL AICONE 345 EAST PALM LANE PHOENIX AZ 85004 6856721 0 X WWW.ARIZONAEA.ORG X 1939 AZ TO ELEVATE THE EDUCATION PROFESSION AND PROMOTE THE CAUSE OF EDUCATION 36 33 213 250 12050 0 113935 77841 8737605 6731541 18580 4900 0 0 8870120 6814282 323404 15232 0 0 5869753 4920224 0 0 0 2327047 1894908 8520204 6830364 349916 -16082 8276449 7453533 5782338 4991865 2494111 2461668 TO ELEVATE THE EDUCATION PROFESSION AND PROMOTE THE CAUSE OF EDUCATION AND TO PROVIDE MEMBER SUPPORT IN ARIZONA. 0 0 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 31 0 213 1 1 1 0 0 0 0 0 X 36 33 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 JANIE HYDRICK 1.00 X 0 0 0 MARILYN CALHOUN 1.00 X 0 0 0 DAN IRELAND 1.00 X 0 0 0 CATHEY NICOL 1.00 X 0 0 0 TAMMIE PURSLEY 1.00 X 0 0 0 ED BUFFORD 1.00 X 0 0 0 RAE ANN RUMERY 1.00 X 0 0 0 CHRIS MAZA 1.00 X 0 0 0 MARIA LEYVA 1.00 X 0 0 0 ELAINE SERETIS- FOCHT 1.00 X 0 0 0 LAURIE RICHARDS 1.00 X 0 0 0 JASON SCHNEE 1.00 X 0 0 0 JASON ROACH 1.00 X 0 0 0 ANGELA PHILPOT 1.00 X 0 0 0 RACHEL STAFFORD 1.00 X 0 0 0 KATIE BARNES 1.00 X 0 0 0 NATALIE KINMAN 1.00 X 0 0 0 ESTEVAN CARREON 1.00 X 0 0 0 LENNY REED 1.00 X 0 0 0 RICKI GRIBBLE 1.00 X 0 0 0 JOHN SKARHUS 1.00 X 0 0 0 CHRIS ACKERLEY 1.00 X 0 0 0 WESLEY YANDELL 1.00 X 0 0 0 JUDY MOY 1.00 X 0 0 0 RICHARD BERUMEN 1.00 X 0 0 0 ALYS CASPERSON 1.00 X 0 0 0 TOM OVIATT 1.00 X 0 0 0 AMBER GOULD 1.00 X 0 0 0 STELLA GARCIA 1.00 X 0 0 0 ANDREW F MORRILL 40.00 X X 134163 0 12136 JOSEPH H THOMAS 40.00 X X 120445 0 12136 NIDIA C LIAS 40.00 X X 8974 0 0 KATHLEEN RAMAGE-WHITE 40.00 X X 0 0 0 JOHN H WRIGHT 40.00 X X 0 0 0 CARRIE BARROS 1.00 X 0 0 0 MICHAEL THOMAS 1.00 X 0 0 0 SHERYL D MATHIS 40.00 X 140695 0 48046 MICHAEL A AICONE 40.00 X 153018 0 44088 RENAE COSTA 40.00 X 102642 0 44500 DEBORAH HILMOE-JURGENS 40.00 X 107078 0 42115 767015 0 203021 6 0 1 0 SKARECKY & HOLDER 3130 N 3RD AVE SUITE 300 PHOENIX AZ 85013 LEGAL 106197 1 77841 77841 MEMBERSHIP DUES 611710 5043341 5043341 NATIONAL EDUCATION ASS 611710 1656609 1656609 PROJECT REVENUE 611710 19541 19541 ADVERTISING INCOME 541800 12050 12050 6731541 4900 4900 42439 42439 0 0 6814282 6719491 12050 4900 15232 701847 2441956 810597 722207 243617 140108 20250 104700 50632 23120 351512 79839 280099 222416 177916 29052 PRINTING & PUBLICATION 169168 EQUIP RENTAL & MAINTENA 125098 PROPERTY TAXES 90017 DUES AND SUBSCRIPTION 19113 11868 6830364 498840 244873 3282367 2858522 71290 34559 16563 20869 5674968 1389198 4398425 4285770 8964 8940 8276449 7453533 695893 701587 1452776 767943 3216428 3088733 417241 433602 5782338 4991865 X 2494111 2461668 2494111 2461668 8276449 7453533 X -16082 -16361 X 0 1 1 X 0 0 0 0 5043341 142730 142730 102884 39846 1010000 1010000 3662679 657542 3005137 391696 199385 192311 610593 532271 78322 4285770 INTEREST RATE SWAP AGREEMENT 433602 433602 6814282 6830364 -16082 -16361 -16361 -32443 6844671 0 6844671 -30389 -30389 6814282 6860753 30389 30389 6830364 0 6830364 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012, THE ASSOCIATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 8 - OTHER ADJUSTMENTS: LOSS ON FAIR MARKET VALUE OF SWAP AGREEMENT -16,361. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENT INCOME NETTED WITH RENT EXPENSES -42,439. ADVERTISING REVENUE NETTED WITH ADVERTISING EXPENSES 12,050. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES NETTED WITH RENT INCOME ON 990 42,439. ADVERTISING REVENUE NETTED WITH ADVERTISING EXPENSES -12,050. 1 X PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. GRANTS ARE ALSO GIVEN TO LOCAL ASSOCIATIONS TO ASSIST WITH MEMBERSHIP CAMPAIGNS. X X X X 0 0 0 SHERYL D MATHIS 140695 0 0 0 0 0 0 0 48046 0 188741 0 0 0 MICHAEL A AICONE 153018 0 0 0 0 0 0 0 44088 0 197106 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 AUDITOR/PREPARER WILL PRESENT THE FORM 990 AT A REGULARLY SCHEDULED BOARD MEETING. 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 IS 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: LOSS ON FAIR MARKET VALUE OF SWAP AGREEMENT -16,361. TOTAL TO FORM 990, PART XI, LINE 5: -16,361. AEA FOUNDATION FOR TEACHING AND LEARNING 345 E PALM LN PHOENIX AZ 85004 860853865 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 1 1 0 0 0 0