2023-07-17T15:55:23-05:00 2022-08-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2021-09-01 540540102 VIRGINIA EDUCATION ASSOCIATION VIRG 8046485801 116 SOUTH THIRD STREET RICHMOND VA 23219 CHRIS YODER DIRECTOR OF FINANCE AND HR 8042827636 2023-07-17 1 CHRIS YODER XXX-XX-XXXX KRISTIN A JACQUELIN CPA P01325865 2023319880 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CHRIS YODER 116 SOUTH THIRD STREET RICHMOND VA 23219 21982047 0 X VEANEA.ORG X 1863 VA THE MISSION OF THE VIRGINIA EDUCATION ASSOCIATION IS TO UNITE OUR MEMBERS AND LOCAL COMMUNITIES ACROSS THE COMMONWEALTH IN FULFILLING THE PROMISE OF A HIGH QUALITY PUBLIC EDUCATION THAT SUCCESSFULLY PREPARES EVERY SINGLE STUDENT TO REALIZE HIS OR HER FULL POTENTIAL. WE BELIEVE THIS CAN BE ACCOMPLISHED BY ADVOCATING FOR STUDENTS, EDUCATION PROFESSIONALS, AND SUPPORT PROFESSIONALS. 29 27 87 30 38133 29544 2567855 3314774 10626499 10529486 1012094 -252846 72094 83817 14278542 13675231 139005 154472 0 0 8467667 10245784 0 0 0 3140731 4072928 11747403 14473184 2531139 -797953 23884810 20091115 2558476 2563583 21326334 17527532 X THE MISSION OF THE VIRGINIA EDUCATION ASSOCIATION IS TO UNITE OUR MEMBERS AND LOCAL COMMUNITIES ACROSS THE COMMONWEALTH IN FULFILLING THE PROMISE OF A HIGH QUALITY PUBLIC EDUCATION THAT SUCCESSFULLY PREPARES EVERY SINGLE STUDENT TO REALIZE HIS OR HER FULL POTENTIAL. WE BELIEVE THIS CAN BE ACCOMPLISHED BY ADVOCATING FOR STUDENTS, EDUCATION PROFESSIONALS, AND SUPPORT PROFESSIONALS. 0 0 FIELD SERVICES: ASSISTS LOCAL ASSOCIATIONS IN DEVELOPING ACTION PLANS ON ISSUES, PROMOTES MEMBERSHIP GROWTH WITHIN THE STATE BY WORKING WITH THE NEA AND LOCAL ASSOCIATIONS, REPRESENTS MEMBERS IN MEETINGS WITH SCHOOL ADMINSTRATION. GOVERNMENT RELATIONS: RESPONSIBLE FOR OVERALL SUPPORT AND EXECUTION OF VEA PROGRAMS PERTAINING TO LEGISLATIVE ACTION. TEACHING AND LEARNING: HELPS IMPROVE THE INSTRUCTIONAL PROGRAM THROUGH THE COMMITMENT OF THE ASSOCIATION TO PROFESSIONAL EXCELLENCE. 0 1 0 1 0 0 0 0 0 1 0 0 1 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 0 0 1 69 0 1 87 1 1 1 0 0 0 0 0 0 0 X 29 27 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 0 1 1 0 X X CHRIS YODER 8047758336 116 SOUTH THIRD STREET RICHMOND VA 23219 FEDDERMAN JAMES J PRESIDENT 40.00 X X 158914 0 10663 CAROL BAUER VICE PRESIDENT 40.00 0.50 X X 6000 0 0 AMANDA RONCO BOARD MEMBER 1.00 X 0 0 0 BOBBY JENKINS BOARD MEMBER 1.00 X 0 0 0 BRIAN TUECKE BOARD MEMBER (THROUGH 07/2021) 1.00 X 0 0 0 ALYNN PARHAM BOARD MEMBER (STARTING 08/2021) 1.00 X 0 0 0 CATHY SMITH BOARD MEMBER (THROUGH 07/2021) 1.00 X 0 0 0 TRAVIS MAXWELL BOARD MEMBER (STARTING 08/2021) 1.00 X 0 0 0 CHARLES RONCO BOARD MEMBER 1.00 X 0 0 0 CHARLOTTE HAYER BOARD MEMBER 1.00 X 0 0 0 CHERYL KNIGHT BOARD MEMBER 1.00 X 0 0 0 CHRISTINA BOHRINGER BOARD MEMBER 1.00 X 0 0 0 CHRISTINE HAWLEY BOARD MEMBER 1.00 X 0 0 0 CHRISTINE MELENDEZ BOARD MEMBER 1.00 X 0 0 0 CONNIE FINNEY BOARD MEMBER 1.00 X 0 0 0 DENISE DAVIS BOARD MEMBER 1.00 X 0 0 0 DENNIS PFENNIG BOARD MEMBER 1.00 X 0 0 0 GORDON JONES BOARD MEMBER 1.00 X 0 0 0 JESSICA BAILEY BOARD MEMBER 1.00 X 0 0 0 JONATHAN DOBLIX BOARD MEMBER (THROUGH 07/2021) 1.00 X 0 0 0 SALLIE JOHNAKIN-PUTNAM BOARD MEMBER (STARTING 08/2021) 1.00 X 0 0 0 KATHLEEN SLINDE BOARD MEMBER 1.00 X 0 0 0 KATINA HARRIS BOARD MEMBER 1.00 X 0 0 0 KIMBERLY ADAMS BOARD MEMBER 1.00 X 0 0 0 MADELINE WINGATE-ALFONSO BOARD MEMBER 1.00 X 0 0 0 MARY HANSFORD BOARD MEMBER 1.00 X 0 0 0 MATTHEW WALLACE BOARD MEMBER 1.00 X 0 0 0 MELISSA AMOS BOARD MEMBER (THROUGH 07/2021) 1.00 X 0 0 0 STEPHANIE LOVELACE BOARD MEMBER (STARTING 08/2021) 1.00 X 0 0 0 MELISSA MUSZYNSKI BOARD MEMBER 1.00 X 0 0 0 ROBBIE JONES BOARD MEMBER 1.00 X 0 0 0 SANDY SULLIVAN BOARD MEMBER 1.00 X 0 0 0 STEVE WHITTEN BOARD MEMBER 1.00 X 0 0 0 PIKE BRENDA D EXECUTIVE DIRECTOR 40.00 0.50 X 217214 0 14076 SHAVER KEVIN FRANCIS TREASURER, DIR HUMAN & FINANCE RESOURCES 40.00 X 149403 0 9995 PARK TODD C DIR ORGANIZING AND AFFILIATE SUPPORT 40.00 X 131967 0 43115 KIRILL MICHAEL PAUL DIR OF TECHNOLOGY AND DATA 40.00 X 128589 0 9767 BRIGHT MELINDA B DIR TEACHING AND LEARNING 40.00 X 117585 0 32753 RIDDLE WILLIAM SHANE DIR OF GOV'T RELATIONS & RESEARCH 40.00 X 139203 0 33752 ROSENKRANTZ DENA DIR OF LEGAL ADVOCACY 40.00 X 137521 0 26863 1186396 0 180984 13 0 1 0 GLOBAL STRATEGY GROUP LLC 215 PARK AVE SOUTH 15TH FLOOR NEW YORK NY 10003 PUBLIC RELATIONS 401600 SECOND STREET ASSOCIATES 10 G ST NE STE 600 WASHINGTON DC 20002 CONSULTING 122683 2 3314774 3314774 MEMBERSHIP DUES 611710 10529486 10529486 10529486 272989 272989 7780981 8306816 -525835 -525835 -525835 MEMBER BENEFITS REVENU 611710 32044 32044 ADVERTISING INCOME 541800 6089 6089 45684 45684 83817 13675231 10575170 38133 -252846 154472 594093 5754965 1696717 1723430 476579 653779 45000 61653 422514 822773 794418 140054 598786 315540 76032 42086 DUES AND SUBSCRIPTIONS 78963 MISCELLANEOUS 21330 14473184 5261550 5072547 1277310 1644382 1460547 2394221 185871 84197 2599395 2146585 505165 452810 8579529 7478214 6614838 2964744 23884810 20091115 893182 1034190 41429 107965 1623865 1421428 2558476 2563583 X 21061072 16326609 265262 1200923 21326334 17527532 23884810 20091115 X -797953 -441511 -2559338 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 109000 109000 1756219 1494233 261986 681231 621823 59408 52945 30529 22416 452810 POSTRETIREMENT PLAN ASSETS IN EXCESS OF BEENFIT OBLIGATIONS 2964744 2964744 DEFERRED COMPENSATION PLAN 28292 PENSION & OTHER POSTRETIREMENT BENEFITS LIABILITY 1393136 1421428 X 13172067 -441511 -441511 13613578 61653 61653 13675231 14411531 0 14411531 61653 61653 14473184 PART X, LINE 2: VEA IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND THE TAX STATUTES OF THE COMMONWEALTH OF VIRGINIA. IN ADDITION, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. VEA ADHERES TO THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE VEA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED AUGUST 31, 2022 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF AUGUST 31, 2022, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2019 THROUGH 2021 REMAIN OPEN WITH THE U.S. FEDERAL JURISDICTION IN WHICH THE ORGANIZATION FILES RETURNS. X X X 0 0 0 PIKE BRENDA D EXECUTIVE DIRECTOR 208767 0 0 0 8447 0 10094 0 3982 0 231290 0 0 0 PARK TODD C DIR ORGANIZING AND AFFILIATE SUPPORT 129932 0 0 0 2035 0 6727 0 36388 0 175082 0 0 0 RIDDLE WILLIAM SHANE DIR OF GOV'T RELATIONS & RESEARCH 138562 0 0 0 641 0 7005 0 26747 0 172955 0 0 0 FEDDERMAN JAMES J PRESIDENT 151635 0 0 0 7279 0 7617 0 3046 0 169577 0 0 0 ROSENKRANTZ DENA DIR OF LEGAL ADVOCACY 137521 0 0 0 0 0 0 0 26863 0 164384 0 0 0 SHAVER KEVIN FRANCIS TREASURER, DIR HUMAN & FINANCE RESOU 145251 0 0 0 4152 0 6957 0 3038 0 159398 0 0 0 BRIGHT MELINDA B DIR TEACHING AND LEARNING 115823 0 0 0 1762 0 5996 0 26757 0 150338 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS ANNUALLY APPROVES A BUDGET WHICH INCLUDES THE PROPOSED ANNUAL COMPENSATION FOR THE ORGANIZATION'S CHIEF OFFICERS, EXECUTIVE DIRECTOR, TOP MANAGMENT OFFICIALS, KEY EMPLOYEES, AND OTHER OFFICERS. FORM 990, PART VI, SECTION A, LINE 2 TWO BOARD MEMBERS ARE MARRIED TO EACH OTHER. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE SEVEN (7) CLASSES OF MEMBERSHIP IN THE ASSOCATION: ACTIVE, STAFF, SUBSTITUTE, STUDENT, RESERVE, RETIRED, AND DELEGATE. FORM 990, PART VI, SECTION A, LINE 7A ARTICLE 7 2 STATES THAT "THERE SHALL BE OPEN NOMINATIONS FOR THE POSITION THROUGH THE METHOD OF PETITIONS SUBMITTED WITH SIGNATURES OF FIFTY (50) ACTIVE MEMBERS TO AN APPROPRIATE ELECTIONS AND CAMPAIGN PRACTICES COMMITTEE AT THE DISTRICT AND/OR BY NOMINATIONS FROM THE FLOOR OF A GENERAL MEETING OF THE DISTRICT ELECTION SHALL BE BY MAJORITY VOTE OF THOSE VOTING IN A SECRET BALLOT OF ACTIVE MEMBERSHIP OF THE DISTRICT" FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE BYLAWS MUST BE APPROVED BY MEMBERS AT DELEGATE ASSEMBLY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO THE BOARD PRIOR TO FILING THE RETURN. THE 990 IS REVIEWED BY THE BOARD AND ANY CHANGES ARE MADE ACCORDINGLY PRIOR TO FINAL SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD IS POLLED ANNUALLY ON THE CONFLICT OF INTEREST POLICY. DISCUSSED ANNUALLY WITH THE BOARD OF DIRECTORS AND AT TRAINING FOR NEWLY ELECTED OFFICERS OF AFFILIATES. THE CONFLICT OF INTEREST OFFICER IS CHARGED WITH OVERSEEING INCIDENTS AND REQUESTS FOR INFORMATION ON THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 15A - NEGOTIATED WITH THE PRESIDENT, APPROVED BY THE BOARD OF DIRECTORS. 15B - COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS NEGOTIATED WITH THE GROUP, BY THE EXECUTIVE DIRECTOR AND CFO, THEN APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 990 RETURNS ARE NOW AVAILABLE FOR VIEWING ON THE IRS WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC FORM 990, PART XI, LINE 9: PENSION AND POSTRETIREMENT RELATED CHANGES OTHER THAN NET PERIODIC COST 1,554,329. OTHER COMPONENTS OF NET PERIODIC PENSION & POSTRETIREMENT BENEFIT COST -4,113,667. VIRGINIA EDUCATION ASSOCIATION FUND FOR CHILDREN & PUBLIC EDUCATION 116 S 3RD ST RICHMOND VA 23219 541041123 POLITICAL ORGANIZATION VA 527 N/A N/A 0 VEA FOUNDATION 116 S 3RD ST RICHMOND VA 23219 833202954 ADDRESS THE NEEDS OF STUDENTS AND EDUCATORS IN VA VA 501(C)(3) 509(A)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0