2023-02-23T15:33:04-06:00 2022-07-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2021-08-01 742119788 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS ASSO 5124670071 305 E HUNTLAND DRIVE STE 300 AUSTIN TX 787523792 SHANNON HOLMES EXECUTIVE DIRECTOR 5124670071 2023-02-23 1 SHANNON HOLMES 999009999 RENAE DUNCAN P01257722 5123462086 2023-02-20 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z SHANNON HOLMES 305 E HUNTLAND DRIVE STE 300 AUSTIN TX 787523792 18224826 0 7028 X WWW.ATPE.ORG X 1980 TX IMPROVE THE QUALITY OF EDUCATION & THE ENVIRONMENT CONDUCIVE TO QUALITY LEARNING & TEACHING. 25 25 67 2750 37190 0 0 0 12799711 11995088 240306 564766 79994 78677 13120011 12638531 0 0 2509109 2352363 6528679 6336356 0 0 0 4704560 5355734 13742348 14044453 -622337 -1405922 25910461 26286970 2388307 6581071 23522154 19705899 X TO IMPROVE THE QUALITY OF EDUCATION AND THE ENVIRONMENT CONDUCIVE TO QUALITY LEARNING AND TEACHING. 0 0 MEMBER SERVICES INCLUDING INSURANCE COVERAGE, STAFF ATTORNEYS PROFESSIONAL DEVELOPMENT, DISCOUNTS AND AWARDS AND GRANTS PUBLICATIONS - PUBLICATIONS OF NEWSLETTERS TO KEEP MEMBERS INFORMED ABOUT THEIR PROFESSION, AS WELL AS LEGISLATIVE DEVELOPMENTS LEGISLATIVE - ATPE LOBBIES THE STATE LEGISLATURE AND PROVIDES REGULAR INFORMATION TO MEMBERS VIA ITS LEGISLATIVE ALERT NETWORK. POLITICAL INVOLVEMENT TRAINING IS GIVEN TO ITS MEMBERS TO HELP THEM LEARN TO BE POLITICALLY AWARE AND ACTIVE ANNUAL CONVENTION - ATPE HOLDS AN ANNUAL CONVENTION (HOUSE OF DELEGATES) TO CONDUCT ASSOCIATION BUSINESS (UPDATE BYLAWS, RESOLUTIONS, SET DIRECTION OF SERVICE AND ACTIVITIES) AND PROVIDE PROFESSIONAL DEVELOPMENT SESSIONS. PROFESSIONAL DEVELOPMENT-OFFERS MEMBERS A VARIETY OF LEARNING OPPORTUNITIES SUCH AS HANDS-ON INTERACTIVE WORKSHOPS AND DISCUSSION/STUDY GROUPS ON A VARIETY OF LEARNING OPPORTUNITIES. PUBLIC RELATIONS - RESPONSIBLE FOR PROMOTING THE ASSOCIATION'S POSITIONS, EVENTS AND ACTIVITIES TO ALL ENTITIES THAT HAVE A STAKE IN PUBLIC EDUCATION. 0 0 1 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 48 0 1 67 1 1 1 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X RENEA OSTERMILLER 5124670071 305 EAST HUNTLAND DRIVE 300 AUSTIN TX 78752 JIMMY LEE PAST PRESIDENT 2.00 X X 0 0 0 PATTI GIBBS REGION DIRECTOR 2.00 1.00 X 0 0 0 ELI RODRIGUEZ REGION DIRECTOR 2.00 X 0 0 0 TERI NAYA REGION DIRECTOR 2.00 X 0 0 0 GIDGET BELINOSKI-BAILEY REGION DIRECTOR 2.00 X 0 0 0 WANDA BAILEY REGION DIRECTOR 2.00 X 0 0 0 ALLYSON HAVEMAN REGION DIRECTOR 2.00 X 0 0 0 LESLIE WARD REGION DIRECTOR 2.00 1.00 X 0 0 0 KAREN HAMES PRESIDENT 2.00 1.00 X X 0 0 0 GAIL ADLESPERGER REGION DIRECTOR 2.00 X 0 0 0 STACEY WARD VICE PRESIDENT 2.00 1.00 X X 0 0 0 SHEILA SLIDER REGION DIRECTOR 2.00 X 0 0 0 MAELENA INGRAM REGION DIRECTOR 2.00 X 0 0 0 RON WALCIK REGION DIRECTOR 2.00 1.00 X 0 0 0 SHANE WHITTEN REGION DIRECTOR 2.00 X 0 0 0 JAYNE SERNA SECRETARY 2.00 1.00 X X 0 0 0 BARBARA RUIZ REGION DIRECTOR 2.00 X 0 0 0 LAURA HERRERA REGION DIRECTOR 2.00 X 0 0 0 MANDY VAHRENKAMP REGION DIRECTOR 2.00 X 0 0 0 SUELLEN ENER REGION DIRECTOR 2.00 X 0 0 0 TERESA MILLARD REGION DIRECTOR 2.00 X 0 0 0 STEPHANIE STOEBE REGION DIRECTOR 2.00 X 0 0 0 GAIL WOOD-RUSH REGION DIRECTOR 2.00 X 0 0 0 ROBERT ZAMORA REGION DIRECTOR 2.00 X 0 0 0 JASON FORBIS TREASURER 2.00 1.00 X X 0 0 0 SHANNON HOLMES EXECUTIVE DIRECTOR 40.00 9.00 X 310203 0 27244 DONNA DERRYBERRY MEMBER LEGAL SERVICES DIRECTOR 40.00 X 159888 0 18780 GARY RICHARDSON ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 164641 0 18482 PAUL TAPP MLS MANAGING ATTORNEY 40.00 X 135760 0 16112 JENNIFER MITCHELL GOVERNMENTAL RELATIONS DIR 40.00 5.00 X 124821 0 15419 BRETT MESSER INFORMATION TECHNOLOGY DIRECTOR 40.00 X 123422 0 15273 1018735 0 111310 13 0 1 0 FREEMAN AUDIO VISUAL INC PO BOX 734596 DALLAS TX 75373 VISUAL AND AUDIO SERVICES 392841 ARCADIA MANAGEMENT GROUP PO BOX 10 SCOTTSDALE AZ 85252 REAL ESTATE SERVICES 375202 MARRIOTT INTERNATIONAL 1965 HAWKS LANDING LOUISVILLE TN 37777 HOSPITALITY SERVICES 342573 AGP HUNTLAND EXPANSIVE LLC 318 W ADAMS SUITE 2000 CHICAGO IL 60606 REAL ESTATE SERVICES 183082 AUSTIN COPY CRAFT PRINTERS PO BOX 17548 AUSTIN TX 78760 PRINTING SERVICES 102255 5 MEMBERSHIP DUES 900099 11862719 11862719 REGISTRATION FEES 900099 132369 132369 11995088 383131 383131 6649 6649 5718713 5537078 181635 181635 181635 81892 49217 32675 32675 ADVERTISING 541800 37190 37190 OTHER REVENUE 900099 2163 2163 39353 12638531 11997251 37190 604090 2352363 346193 4665285 348645 599815 376418 234259 26111 120679 238415 86140 296591 619216 668405 459906 294374 9717 315528 92613 REBATES 559888 EVENT EXPENSES 280279 POSTAGE & FREIGHT 277574 PRINTING 249420 526619 14044453 116135 1414256 972786 524454 293310 470197 15076 10672 421513 448204 2795307 1451245 1380600 1344062 18708136 15403712 4002905 3688877 0 2982536 25910461 26286970 2248862 2493486 139445 11367 0 4076218 2388307 6581071 X 23522154 19705899 23522154 19705899 25910461 26286970 -1405922 -2410333 0 X X 0 1 X 1 0 97086 97086 97086 1 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT 305 E HUNTLAND DRIVE STE 300 AUSTIN TX 78752 811347631 97086 0 0 1 11862719 745658 140070 885728 664312 221416 PART I-A, LINE 1: CONTRIBUTIONS WERE MADE FOR INDEPENDENT POLITICAL EXPENDITURES. 5621 1656 3965 1487541 1174091 313450 1302145 275498 1026647 1344062 VANGUARD MEGA CAP ETF 3688877 F 3688877 LEASE ASSET 2982536 2982536 LEASE LIABILITIES 3076218 LINE OF CREDIT 1000000 4076218 X PART X, LINE 2: THE ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS (ATPE) IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6), EXCEPT WITH RESPECT TO ITS UNRELATED BUSINESS INCOME. ATPE HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. ATPE HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. X X X 1 1 X X X 0 0 0 SHANNON HOLMES EXECUTIVE DIRECTOR 310203 0 0 0 0 0 20986 0 6258 0 337447 0 0 0 GARY RICHARDSON ASSOCIATE EXECUTIVE DIRECTOR 164641 0 0 0 0 0 12961 0 5521 0 183123 0 0 0 DONNA DERRYBERRY MEMBER LEGAL SERVICES DIRECTOR 159888 0 0 0 0 0 12523 0 6257 0 178668 0 0 0 PAUL TAPP MLS MANAGING ATTORNEY 135760 0 0 0 0 0 10592 0 5520 0 151872 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION SHALL HAVE SEVEN CLASSES OF MEMBERSHIP. THEY ARE PROFESSIONAL MEMBERS, RETIRED MEMBERS, ASSOCIATE MEMBERS, STUDENT TEACHER MEMBERS, PUBLIC MEMBERS, ADMINISTRATORS, AND COLLEGE STUDENT MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A A PROFESSIONAL, ASSOCIATE, STUDENT TEACHER, ADMINISTRATOR, COLLEGE STUDENT, OR RETIRED MEMBER WITH ATPE SHALL BE ENTITLED TO VOTE WHEN A MATTER IS SUBMITTED TO SUCH VOTE. THE ONLY VOTING RIGHTS ACCORDED TO THE MEMBERSHIP OF ATPE SHALL BE TO PARTICIPATE IN THE ELECTION OF DIRECTORS AND REGIONAL OFFICERS THROUGH THEIR RESPECTIVE REGIONAL ORGANIZATIONS AND TO PARTICIPATE IN REFERENDUMS AS OUTLINED IN ARTICLE XVI, SECTION 3. NO PROXY VOTING SHALL BE RECOGNIZED. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO BYLAWS ARE SUBJECT TO MEMBER APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS MUST COMPLETE ANNUAL DISCLOSURE STATEMENTS. THE FORMS ARE REVIEWED BY THE STAFF. IF EXCEPTIONS ARE FOUND, THE RESULTS ARE TAKEN TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT CONSULTANTS REVIEW COMPENSATION LEVELS EVERY 3 TO 5 YEARS, DEPENDING ON HOW MUCH THE MARKET HAS MOVED. THE LAST CONSULTATION WAS DONE IN OCTOBER 2018. THE BUDGET FOR SALARIES IS APPROVED EVERY FISCAL YEAR AT THE BOARD OF DIRECTOR'S MEETING. FORM 990, PART VI, SECTION C, LINE 19 ALL BOOKS AND RECORDS OF THE ASSOCIATION MAY BE INSPECTED UPON REQUEST FOR ANY PROPER PURPOSE AT ANY REASONABLE TIME. PART XII, LINE 2C THE OVERSIGHT POLICIES AND SELECTION OF AN INDEPENDENT ACCOUNTANT BY THE AUDIT COMMITTEE HAS NOT CHANGED SINCE PRIOR YEAR. ATPE FOUNDATION 305 EAST HUNTLAND SUITE 300 AUSTIN TX 78752 742946575 TO SUPPORT CHARITABLE & EDUCATIONAL ACTIVITIES OF ATPE TX 501(C)(3) LINE 12A, I N/A 1 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS PAC 305 EAST HUNTLAND SUITE 300 AUSTIN TX 78752 912091376 MAKE CONTRIBUTIONS TO PROMOTE THE IMPROVEMENT OF TEXAS PUBLIC EDUCATION TX 527 N/A 1 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT 305 EAST HUNTLAND SUITE 300 AUSTIN TX 78752 811347631 MAKE CONTRIBUTIONS TO PROMOTE THE IMPROVEMENT OF TEXAS PUBLIC EDUCATION TX 527 N/A 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS PAC N 33765 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT B 97086 ASSOCIATION OF TEXAS PROFESSIONAL EDUCATORS DIRECT N 2264