2012-05-14T09:31:39-05:00 2011-06-30 MCGLADREY LLP 15 S OLD STATE CAPITOL PLAZA STE 20 SPRINGFIELD IL 627011510 990 2010-07-01 370343490 ILLINOIS EDUCATION ASSOCIATION ILLI 2175440706 100 EAST EDWARDS STREET SPRINGFIELD IL 627041901 CINDA KLICKNA 2175440706 2012-05-09 1 GEORGE WEBER 2177897700 2010 2016-02-24 21:20:13Z CINDA KLICKNA 100 EAST EDWARDS STREET SPRINGFIELD IL 627041901 56368186 0 X WWW.IEANEA.ORG X 1853 IL ADVANCING PUBLIC EDUCATION IN IL AND PROMOTING THE WELFARE OF NON-MANAGEMENT SCHOOL PERSONNEL. 91 88 352 150 -15790 -76705 0 0 47664648 48457862 458068 843329 893069 578498 49015785 49879689 0 0 0 0 34368917 22664050 0 0 0 13161508 14347826 47530425 37011876 1485360 12867813 42365724 42858172 55047216 42627489 -12681492 230683 THE ILLINOIS EDUCATION ASSOCIATION- NEA'S MISSION IS TO EFFECT EXCELLENCE AND EQUITY IN PUBLIC EDUCATION AND TO THE ADVOCACY ORGANIZATION FOR ALL PUBLIC EDUCATION EMPLOYEES. 0 0 ADVANCING PUBLIC EDUCATION IN ILLINOIS AND PROMOTING THE WELFARE OF NON-MANAGEMENT SCHOOL PERSONNEL. 0 0 1 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 1 0 0 1 66 0 1 352 1 1 1 0 0 0 0 0 0 0 X 91 88 1 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X RANDY WELCH 2175440706 100 EAST EDWARDS SPRINGFIELD IL 62704 LUAN AUSTIN 5.00 X 0 0 0 JOYCE BAILEY 5.00 X 0 0 0 JEFF BEAULIEU 5.00 X 0 0 0 JANET BLADE 5.00 X 0 0 0 MAX BOCHMANN 5.00 X 0 0 0 CATHY BORGE 5.00 X 0 0 0 ROBERT BRADISH 5.00 X 0 0 0 ANN BROOKS 5.00 X 0 0 0 FRANK BROOKS 5.00 X 0 0 0 ERIC BROWN 5.00 X 0 0 0 SCOTT BROWN 5.00 X 0 0 0 MONICA CARNALL-FREANER 5.00 X 0 0 0 CINDY CASSENS-MICKLE 5.00 X 0 0 0 SALLIE CLARK 5.00 X 0 0 0 JIM CONRO 5.00 X 0 0 0 AMY COURSON-BROCK 5.00 X 0 0 0 EILEEN DARIN 5.00 X 0 0 0 RON DEFALCO 5.00 X 0 0 0 SUSAN DEMBEK 5.00 X 0 0 0 KIIM DWAN 5.00 X 0 0 0 MIKE ENGFER 5.00 X 0 0 0 KELLY EVERDING 5.00 X 0 0 0 ELSTON FLOWERS 5.00 X 0 0 0 KATHI GRIFFIN 5.00 X 0 0 0 JIM GRIMES 5.00 X 0 0 0 MARY GRITZENBACH 5.00 X 0 0 0 CAROL GUNN 5.00 X 0 0 0 DON HAGEMASTER 5.00 X 0 0 0 SUE HARRIS 5.00 X 0 0 0 FREDRICKA HATFILL 5.00 X 0 0 0 SHARON HEINDRICKS 5.00 X 0 0 0 MICHELE HENRY 5.00 X 0 0 0 LINDY HIATT 5.00 X 0 0 0 DANIEL HILE 5.00 X 0 0 0 CHERYL HORNE 5.00 X 0 0 0 WALTER HOSHOW 5.00 X 0 0 0 JEROME HOYNES 5.00 X 0 0 0 KATHY IVEY 5.00 X 0 0 0 RAINY KAPLAN 5.00 X 0 0 0 CHRISTLE KIELY 5.00 X 0 0 0 KATELYN KREIS 5.00 X 0 0 0 KURT KURTZHALS 5.00 X 0 0 0 BONNIE LARTZ 5.00 X 0 0 0 AL LLORENS 5.00 X 0 0 0 LINDA LUCKE 5.00 X 0 0 0 CINDY LUDDEN 5.00 X 0 0 0 CYNTHIA MARKS 5.00 X 0 0 0 YOUSEF MATARIYEH 5.00 X 0 0 0 KEVIN MCCLEARY 5.00 X 0 0 0 PEGGY MCGINNESS 5.00 X 0 0 0 MARGIE MCMILLON 5.00 X 0 0 0 GARY MILLER 5.00 X 0 0 0 NANCY A MILLER 5.00 X 0 0 0 SCOTT MOORE 5.00 X 0 0 0 CATHY O'DONNELL 5.00 X 0 0 0 STEVE OLOFSON 5.00 X 0 0 0 MIKE ORR 5.00 X 0 0 0 DAN PALOMBIT 5.00 X 0 0 0 TERRI PEOPLES 5.00 X 0 0 0 CANDIS POMYKALA 5.00 X 0 0 0 JOHN PIECHOCINSKI 5.00 X 0 0 0 SARA LEE PIERRE 5.00 X 0 0 0 VALERIE PINZKER 5.00 X 0 0 0 GAZIUR RAHMAN 5.00 X 0 0 0 DOLPH RICKS 5.00 X 0 0 0 SHARON SCOTT 5.00 X 0 0 0 DEBRA SERNUS 5.00 X 0 0 0 MELODY SEXTON 5.00 X 0 0 0 KATHY SHEEHAN 5.00 X 0 0 0 ALAN SHILLER 5.00 X 0 0 0 KELLY SHOLTIS 5.00 X 0 0 0 ILENE SIEGEL 5.00 X 0 0 0 BEVERLY STEWART 5.00 X 0 0 0 BRYEN TRAVIS 5.00 X 0 0 0 JACK TUCKER 5.00 X 0 0 0 TERRIE TUDOR 5.00 X 0 0 0 HOLLY VEACH 5.00 X 0 0 0 JUDI VOLLER 5.00 X 0 0 0 TERRY WALDRON 5.00 X 0 0 0 ARNE WALTMIRE 5.00 X 0 0 0 ROBIN WASHINGTON 5.00 X 0 0 0 CELINA WATTS 5.00 X 0 0 0 LISA WEBER 5.00 X 0 0 0 KAREN WESTERMAN 5.00 X 0 0 0 MARY BESS WILLIAMS 5.00 X 0 0 0 BETSY WYCISLAK 5.00 X 0 0 0 STEVE YOUNG 5.00 X 0 0 0 TERRI ZUMBROOK 5.00 X 0 0 0 KENNETH SWANSON 60.00 X 198211 0 41878 ROBERT BLADE 60.00 X 160563 0 48759 CINDA KLICKNA 60.00 X 153906 0 52362 AUDREY SOGLIN 60.00 X 187843 0 69456 RANDY WELCH 60.00 X 162528 0 63218 CHARLES MCBARRON 60.00 X 161240 0 79868 JAMES REED 60.00 X 164542 0 42660 MITCHELL ROTH 60.00 X 158895 0 98483 BRIAN BOOTH 60.00 X 157054 0 62908 MICHAEL LAMB 60.00 X 159591 0 90053 PAUL KLENCK 60.00 X 155478 0 79377 STACY BURROUGHS 60.00 X 152887 0 52325 KEVIN BENNETT 60.00 X 137157 0 48369 MARCIA ABELL 60.00 X 137450 0 49758 THOMAS WALSH 60.00 X 136898 0 61022 CARL FRAZIER 60.00 X 137934 0 84677 2522177 0 1025173 100 0 1 0 ALLISON SLUTSKY & KENNEDY PC 230 W MONROE CHICAGO IL 60606 LEGAL 184474 WINSTON & STRAWN 35 W WACKER DRIVE CHICAGO IL 60601 LEGAL 178591 LOEWENSTEIN HAGEN & SMITH PC 1204 FOURTH STREET SPRINGFIELD IL 62703 LEGAL 130720 BURGESS LAW OFFICES 25 E WASHINGTON CHICAGO IL 60602 LEGAL 112820 4 MEMBERSHIP DUES 900099 44198599 44198599 NATIONAL EDUCATION ASS 900099 3490097 3490097 DUSHANE FUND 900099 608317 608317 CONFERENCE INCOME 900099 160849 160849 48457862 640594 640594 46045 75784 -29739 -29739 -29739 6612447 3001 6412713 199734 3001 202735 202735 PRINT SHOP INCOME 900099 133321 119372 13949 INTERNAL REIMBURSEMENT 900099 21080 21080 453836 453836 608237 49879689 49052150 -15790 843329 2324556 18036644 -4864658 5556717 1610791 1058280 52355 1380091 1679060 27408 2186271 1227596 2303828 118576 810128 497000 REGIONAL REBATE 1907498 EQUIPMENT MAINTENANCE 152583 LIBRARY 142945 TRAINING 130200 MISCELLANEOUS 108946 565061 37011876 2150302 847485 19086527 18661954 3868541 4203873 637874 528189 17080489 10806405 6714039 6274084 7981878 10154347 236762 490867 1689801 1697373 42365724 42858172 8844660 7642780 7466243 7558106 1851483 1740458 36884830 25686145 55047216 42627489 X -12681492 230683 -12681492 230683 42365724 42858172 X 12867813 44362 X 0 1 1 X 0 87053 13400 87043 87043 1 ILLINOIS POLITICAL ACTION COMMITTEE FOR EDUCATION 100 EAST EDWARDS SPRINGFIELD IL 62704 237237158 2457040 0 1 0 ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: PART I-A, LINE 1: THE ILLINOIS POLITICAL ACTION COMMITTEE FOR EDUCATION RECOMMENDS CANDIDATES FOR PUBLIC OFFICE. THE ILLINOIS EDUCATION ASSOCIATION PUBLISHES THESE RECOMMENDATIONS AND ENCOURAGES ITS MEMBERS TO VOTE FOR THEM. IEA ALSO EMPLOYS A GOVERNMENT RELATIONS DEPARTMENT WHICH MAINTAINS RELATIONSHIPS WITH ELECTED OFFICIALS, PROVIDES THEM WITH INFORMATION ON EDUCATION ISSUES, AND ENCOURAGES THEM TO SUPPORT EDUCATION-FRIENDLY LEGISLATION. PART IV, SUPPLEMENTAL INFORMATION: PART I-C IN-KIND CONTRIBUTIONS TO POLITICAL CANDIDATES $87,053 857075 857075 7673100 3395130 4277970 8550314 7411275 1139039 6274084 POST RETIREMENT BENEFIT OBLIGATION 8712110 RETIREMENT PLAN BENEFIT OBLIGATION 16918573 CAPITAL LEASE LIABILITY 52873 DUE TO IPACE 2589 25686145 49879689 37011876 12867813 44362 44362 12912175 49996834 44362 75784 120146 49876688 3001 3001 49879689 50310928 13302053 13302053 37008875 3001 3001 37011876 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: TAX POSITIONS ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE "MORE LIKELY THAN NOT" RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY TO BE REALIZED ON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNCERTAIN TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. THERE WERE NO UNCERTAIN TAX BENEFITS IDENTIFIED AND RECORDED AS A LIABILITY AS OF JUNE 30, 2011 AND 2010. PART XI, LINE 8 - OTHER ADJUSTMENTS: UNREALIZED APPRECIATION IN INVESTMENTS 44,362. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 75,784. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF INVESTMENTS 3,001. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 75,784. CHANGE IN UNFUNDED RETIREMENT PLANS 13,226,269. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF INVESTMENTS 3,001. X 1 1 X X 0 0 0 KENNETH SWANSON 198073 0 0 0 138 0 31996 0 9882 0 240089 0 0 0 ROBERT BLADE 160167 0 0 0 396 0 27215 0 21544 0 209322 0 0 0 CINDA KLICKNA 153648 0 0 0 258 0 26818 0 25544 0 206268 0 0 0 AUDREY SOGLIN 187327 0 0 0 516 0 46863 0 22593 0 257299 0 0 0 RANDY WELCH 162270 0 0 0 258 0 39999 0 23219 0 225746 0 0 0 CHARLES MCBARRON 160982 0 0 0 258 0 54463 0 25405 0 241108 0 0 0 JAMES REED 164452 0 0 0 90 0 25676 0 16984 0 207202 0 0 0 MITCHELL ROTH 158637 0 0 0 258 0 74628 0 23855 0 257378 0 0 0 BRIAN BOOTH 156964 0 0 0 90 0 40469 0 22439 0 219962 0 0 0 MICHAEL LAMB 159453 0 0 0 138 0 64612 0 25441 0 249644 0 0 0 PAUL KLENCK 155340 0 0 0 138 0 54484 0 24893 0 234855 0 0 0 STACY BURROUGHS 152887 0 0 0 0 0 35961 0 16364 0 205212 0 0 0 KEVIN BENNETT 137157 0 0 0 0 0 26304 0 22065 0 185526 0 0 0 MARCIA ABELL 137450 0 0 0 0 0 40662 0 9096 0 187208 0 0 0 THOMAS WALSH 136898 0 0 0 0 0 37556 0 23466 0 197920 0 0 0 CARL FRAZIER 137934 0 0 0 0 0 57648 0 27029 0 222611 0 0 0 PART I, LINE 1A THE PRESIDENT OF ILLINOIS EDUCATION ASSOCIATION IS GIVEN A HOUSING ALLOWANCE AS THE DISTANCE BETWEEN HIS PERSONAL RESIDENCE AND PLACE OF EMPLOYMENT WARRANTS CLOSER LIVING QUARTERS IN THE SPRINGFIELD AREA. FORM 990, PART VI, SECTION A, LINE 2 NAOMI SHEPHERD (DIRECTOR) AND DAVID GRIFFITHS (DIRECTOR)- FAMILY RELATIONSHIP-MARRIED ROBERT BLADE (VICE-PRESIDENT) AND JANET BLADE(DIRECTOR)- FAMILY RELATIONSHIP- BROTHER-IN-LAW AND SISTER-IN-LAW FORM 990, PART VI, SECTION A, LINE 6 ILLINOIS EDUCATION ASSOCIATION HAS APPROXIMATELY 135,000 MEMBERS. ANYONE WHO MEETS THE REQUIREMENTS STATED IN THE BYLAWS IS ELIGIBLE FOR MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ELECT REGIONAL AND AT LARGE MEMBERS OF THE BOARD OF DIRECTORS AND ALSO ELECT DELEGATES TO THE ANNUAL REPRESENTATIVE ASSEMBLY WHICH HAS CERTAIN SPECIFIED POWERS INCLUDING THE APPROVAL OF THE BUDGET. FORM 990, PART VI, SECTION A, LINE 7B THE ANNUAL REPRESENTATIVE ASSEMBLY, WHICH IS COMPOSED OF APPROXIMATELY 1,100 DELEGATES WHO ARE ELECTED BY THE MEMBERSHIP AT LARGE, CAN OVERTURN DECISIONS MADE BY THE BOARD OF DIRECTORS IF SUPPORTED BY THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 CURRENTLY THE 990 IS REVIEWED BY THE DIRECTOR OF BUSINESS SERVICES. THE PRESIDENT ALSO HAS ACCESS TO THE 990 BEFORE SIGNING THE DOCUMENT. IN THE FUTURE, THE ORGANIZATION PLANS TO HAVE THE EXECUTIVE COMMITTEE REVIEW THE 990. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS ENFORCED BY PERIODIC REMINDERS, TRAINING FOR NEW STAFF AND BOARD MEMBERS AND BY THE ANNUAL COMPLETION OF A FORM THAT DISCLOSES FAMILY AND BUSINESS RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS PERIODICALLY REVIEWS COMPARABLE DATA FOR THE EXECUTIVE DIRECTOR'S COMPENSATION. THE PRESIDENT'S COMPENSATION IS TIED TO THE EXECUTIVE DIRECTOR'S SO THE PROCESS IS ALSO INCLUSIVE OF THE PRESIDENT. MANAGEMENT SALARIES, INCLUDING THE EXECUTIVE DIRECTOR AND PRESIDENT, ARE APPROVED BY THE BOARD ANNUALLY. COMPARATIVE SALARY DATA IS AVAILABLE TO THE BOARD. THE COMPENSATION IS APPROVED IN EXECUTIVE SESSION. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: UNREALIZED APPRECIATION IN INVESTMENTS 44,362. TOTAL TO FORM 990, PART XI, LINE 5: 44,362. ILLINOIS POLITICAL ACTION COMMITTEE FOR EDUCATION 100 EAST EDWARDS SPRINGFIELD IL 62704 237237158 PROMOTE POLITICALLY THE CAUSE OF EDUCATION IL 527 N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 ILLINOIS POLITICAL ACTION COMMITTEE FOR EDUCATION P 239031 FMV