2011-12-21T09:36:32-06:00 2011-08-31 HENRY & HORNE LLP 7098 E COCHISE SUITE 100 SCOTTSDALE AZ 852534517 990 2010-09-01 860002685 ARIZONA EDUCATION ASSOCIATION ARIZ 6022641774 345 EAST PALM LANE PHOENIX AZ 85004 JOSEPH THOMAS 6022641774 2011-12-20 1 COLETTE KAMPS CPA 4804831170 2011-12-20 2010 2016-02-24 21:20:13Z JOSEPH THOMAS 345 EAST PALM LANE PHOENIX AZ 85004 8915270 0 X WWW.ARIZONAEA.ORG X 1939 AZ TO ELEVATE THE EDUCATION PROFESSION AND PROMOTE THE CAUSE OF EDUCATION 32 29 66 250 20589 0 120885 113935 9641090 8737605 24807 18580 0 0 9786782 8870120 371812 323404 0 0 6261152 5869753 0 0 0 2666500 2327047 9299464 8520204 487318 349916 7398470 8276449 5285104 5782338 2113366 2494111 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 19 0 66 1 1 1 0 0 0 0 0 X 32 29 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 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 KRISTI FREDRICKSON 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 1350 0 0 JENNIE STEMM 1.00 X 0 0 0 STELLA GARCIA 1.00 X 0 0 0 ANDREW F MORRILL 40.00 X X 92281 0 18900 JOSEPH H THOMAS 40.00 X X 55410 0 7585 NIDIA C LIAS 40.00 X X 4487 0 0 KATHLEEN RAMAGE-WHITE 40.00 X X 4544 0 0 JOHN H WRIGHT 40.00 X X 62916 0 15866 SHERYL D MATHIS 40.00 X 139838 0 64258 MICHAEL A AICONE 40.00 X 109149 0 59718 WILLAM F MOORE 40.00 X 117178 0 61771 ALICE FINN GARTELL 40.00 X 107351 0 59718 694504 0 287816 4 0 1 0 SKARECKY & HOLDER 3130 N 3RD AVE SUITE 300 PHOENIX AZ 85013 LEGAL 149082 1 113935 113935 MEMBERSHIP DUES 611710 7546741 7546741 NATIONAL EDUCATION ASS 611710 1158598 1158598 ADVERTISING INCOME 541800 20589 20589 PROJECT REVENUE 611710 11677 11677 8737605 18580 18580 45150 45150 0 0 8870120 8717016 20589 18580 323404 710816 2985634 970613 916650 286040 355300 20200 100227 76698 312906 109548 448936 244727 206933 36412 EQUIP RENTAL & MAINTENA 142120 PRINTING & PUBLICATION 124691 PROPERTY TAXES 95248 MISCELLANEOUS 30571 LOBBYING EXPENSES 15000 7530 8520204 106745 498840 2510617 3282367 101678 71290 16848 16563 5682732 1284307 4554947 4398425 101528 6107 8964 7398470 8276449 792116 695893 741291 1452776 3303627 3216428 448070 417241 5285104 5782338 X 2113366 2494111 2113366 2494111 7398470 8276449 X 349916 30829 X 0 1 1 X 0 0 0 0 7546741 84573 84573 153954 -69381 1010000 1010000 3662679 564816 3097863 389253 180932 208321 620800 538559 82241 4398425 INTEREST RATE SWAP AGREEMENT 417241 417241 8870120 8520204 349916 30829 30829 380745 8925510 30829 30829 8894681 -24561 -24561 8870120 8544765 24561 24561 8520204 0 8520204 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, 2011, THE ASSOCIATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 8 - OTHER ADJUSTMENTS: GAIN ON FAIR MARKET VALUE OF SWAP AGREEMENT 30,829. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN ON INTEREST RATE SWAP 30,829. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENT INCOME NETTED WITH RENT EXPENSES -45,150. ADVERTISING REVENUE NETTED WITH ADVERTISING EXPENSES 20,589. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSES NETTED WITH RENT INCOME ON 990 45,150. ADVERTISING REVENUE NETTED WITH ADVERTISING EXPENSES -20,589. 1 TUCSON EDUCATION ASSOCIATION 4625 E 2ND ST TUCSON AZ 85711 860150205 5 281863 AFFILIATE SUPPORT 0 1 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. X X X 0 0 0 SHERYL D MATHIS 139838 0 0 0 0 0 56999 0 7259 0 204096 0 0 0 MICHAEL A AICONE 109149 0 0 0 0 0 45225 0 14493 0 168867 0 0 0 WILLAM F MOORE 117178 0 0 0 0 0 42871 0 18900 0 178949 0 0 0 ALICE FINN GARTELL 107351 0 0 0 0 0 45225 0 14493 0 167069 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 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 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: GAIN ON FAIR MARKET VALUE OF SWAP AGREEMENT 30,829. TOTAL TO FORM 990, PART XI, LINE 5: 30,829. AEA FOUNDATION FOR TEACHING AND LEARNING 345 E PALM LN PHOENIX AZ 85004 860853856 TEACHER DEVELOPMENT AZ 501(C)(3) LINE 9 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 AEA FOUNDATION FOR TEACHING AND LEARNING M 0 AEA FOUNDATION FOR TEACHING AND LEARNING N 0 AEA FUND FOR PUBLIC EDUCATION M 0 AEA FUND FOR PUBLIC EDUCATION N 0