2018-07-11T08:34:25-05:00 2017-08-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2016-09-01 530115260 NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES NATI 2028227572 1201 16TH STREET NW NO 418 WASHINGTON DC 200363201 PRINCESS MOSS SECRETARY-TREASURER 2028227572 2018-07-11 1 SUBRINA WOOD CPA P00365899 2023319880 2016 2022-09-23 18:48:47Z LILY ESKELSEN GARCIA 1201 16TH STREET NW NO 418 WASHINGTON DC 200363201 404611243 0 X WWW.NEA.ORG X 1906 DC SEE SCHEDULE OTHE NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES (NEA) IS A NOT-FOR-PROFIT ORGANIZATION INCORPORATED UNDER AN ACT OF THE UNITED STATES CONGRESS. OUR MISSION IS TO ADVOCATE FOR EDUCATION PROFESSIONALS AND TO UNITE OUR MEMBERS AND THE NATION TO FULFILL THE PROMISE OF PUBLIC EDUCATION TO PREPARE EVERY STUDENT TO SUCCEED IN A DIVERSE AND INTERDEPENDENT WORLD. OUR VISION IS A GREAT PUBLIC SCHOOL FOR EVERY STUDENT. 176 167 653 0 990230 -10290032 732501 206409 365874541 370021521 1706934 2274102 3320107 1946783 371634083 374448815 114936199 113880865 0 0 119717979 121331303 0 0 0 138868595 125804561 373522773 361016729 -1888690 13432086 361532888 357159708 63336542 45330242 298196346 311829466 X SEE SCHEDULE OTHE NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES (NEA) IS A NOT-FOR-PROFIT ORGANIZATION INCORPORATED UNDER AN ACT OF THE UNITED STATES CONGRESS. OUR MISSION IS TO ADVOCATE FOR EDUCATION PROFESSIONALS AND TO UNITE OUR MEMBERS AND THE NATION TO FULFILL THE PROMISE OF PUBLIC EDUCATION TO PREPARE EVERY STUDENT TO SUCCEED IN A DIVERSE AND INTERDEPENDENT WORLD. OUR VISION IS A GREAT PUBLIC SCHOOL FOR EVERY STUDENT. 0 0 THE 2016-2017 STRATEGIC PLAN AND BUDGET ARE ORGANIZED AROUND TWO STRATEGIC GOALS AND SIX CORE FUNCTIONS. THE FIRST GOAL IS STRONG AFFILIATES FOR EDUCATOR VOICE AND EMPOWERMENT WHERE NEA WILL PARTNER WITH STATE AND LOCAL AFFILIATES TO STRENGTHEN THEIR ORGANIZATIONAL CAPACITY TO: SECURE OPPORTUNITIES FOR EMPOWERED EDUCATORS TO TRANSFORM THE CONDITIONS OF TEACHING AND LEARNING THROUGH SUPPORTIVE POLICIES, PRACTICES, AND STRUCTURES; ENGAGE AND CONTINUALLY DEEPEN RELATIONSHIPS WITH AND RELEVANCE TO MEMBERS; AND GROW ASSOCIATION MEMBERSHIP AND STRENGTH WHILE THWARTING ATTACKS ON MEMBER RIGHTS AND UNION STRENGTH. THE SECOND GOAL IS EMPOWERED EDUCATORS FOR SUCCESSFUL STUDENTS WHERE IN PARTNERSHIP WITH STATE AND LOCAL AFFILIATES AND PARENTS AND COMMUNITIES, NEA WILL ENHANCE THE QUALITY OF EDUCATION PROFESSIONS BY SUPPORTING THE DEVELOPMENT OF EDUCATORS ACROSS THEIR PROFESSIONAL CONTINUUMS FOR EMPOWERMENT ROLES THAT ELEVATE THE QUALITY OF PROFESSIONAL PRACTICE, SHAPE THE FUTURE OF TEACHING AND LEARNING, ACHIEVE EDUCATIONAL OPPORTUNITY AND EQUITY, ADVANCE NATIONAL, STATE, AND DISTRICT LEVEL POLICIES, AND CREATE SOLUTIONS DESIGNED TO IMPROVE STUDENT OUTCOMES.THE SIX CORE FUNCTIONS REPRESENT THE ONGOING WORK OF THE ASSOCIATION AND ADDRESS KEY, ONGOING PROBLEMS AND SERVICES ESSENTIAL TO THE NEA AND OUR WORK.RESEARCH, POLICY, AND PRACTICE FOR GREAT PUBLIC SCHOOLS. IN PARTNERSHIP WITH STATE AND LOCAL AFFILIATES AND ALLIED ORGANIZATIONS, NEA WILL RESEARCH AND SYNTHESIZE KEY LEARNINGS TO DEVELOP, IDENTIFY, AND IMPLEMENT NATIONAL, STATE, AND DISTRICT POLICIES THAT FACILITATE SUCCESSFUL PRACTICES AND MODELS FOR TEACHING AND LEARNING THAT PROMOTE STUDENT SUCCESS. ORGANIZING. IN PARTNERSHIP WITH STATE AND LOCAL AFFILIATES, PARENTS, AND COMMUNITIES, NEA WILL ORGANIZE TO GROW AND STRENGTHEN OUR ASSOCIATION AT ALL LEVELS IN ORDER TO IMPROVE STUDENT OUTCOMES, SECURE THE PROPER TEACHING AND LEARNING CONDITIONS, AND ACHIEVE EDUCATIONAL OPPORTUNITY AND EQUITY FOR ALL STUDENTS. ADVOCACY AND OUTREACH. NEA AND ITS AFFILIATES, IN PARTNERSHIP WITH PARENTS, COMMUNITIES, AND ALLIED ORGANIZATIONS, WILL ADVOCATE EDUCATORS' VIEWS TO NATIONAL, STATE, AND DISTRICT POLICYMAKERS, STAKEHOLDERS, AND THE PUBLIC TO ADVANCE POLICY THAT ACHIEVES EQUITY OF OPPORTUNITY, ACCESS, AND EXCELLENCE FOR STUDENTS IN PUBLIC EDUCATION; PROMOTES SOCIAL, ECONOMIC, AND RACIAL JUSTICE FOR AMERICA'S STUDENTS AND THEIR FAMILIES; AND SECURES MEMBERS' RIGHTS AND GREATER EMPOWERMENT AS EXPERTS TO DETERMINE AND SHAPE OPTIMAL CONDITIONS FOR TEACHING AND LEARNING. COMMUNICATIONS. NEA WILL UTILIZE THE BEST COMMUNICATION STRATEGIES TO ADVANCE THE ORGANIZATION'S MISSION AND VISION BY UNDERSTANDING KEY AUDIENCES, ENGAGING STATE AND LOCAL AFFILIATES, MEMBERS, PARTNERS, PARENTS AND COMMUNITIES, COORDINATING MESSAGE DEVELOPMENT AND DELIVERY ACROSS THE ASSOCIATION, AND ENHANCING THE ASSOCIATION'S BRAND AND REPUTATION.BUSINESS OPERATIONS. NEA WILL ADMINISTER AND SUPPORT BUSINESS OPERATIONS ACROSS THE ASSOCIATION AND ITS AFFILIATES IN A MANNER THAT SUPPORTS THE CHANGING NEEDS AND PRIORITIES OF THE ORGANIZATION BY ENSURING EFFICIENT AND EFFECTIVE INFRASTRUCTURE AND SOUND FISCAL MANAGEMENT, LEVERAGING TECHNOLOGY, AND STRENGTHENING THE ASSOCIATION'S HUMAN CAPITAL.GOVERNANCE. NEA WILL DEVELOP AND MAINTAIN LEADERSHIP DEVELOPMENT AND DECISION-MAKING STRUCTURES AND PROCESSES ACROSS THE ASSOCIATION AND ITS AFFILIATES THAT CLEARLY ADVANCE THE ORGANIZATION'S MISSION AND VISION. 0 1 1 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 678 0 1 653 1 1 1 0 0 0 0 0 X 176 167 0 0 0 0 0 1 1 1 1 0 1 1 1 1 0 1 1 1 0 0 0 X KIM O'FARRELL NEA 2028227572 1201 16TH ST NW SUITE 418 WASHINGTON DC 200363201 J PHILLIPPE ABRAHAM BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 LARE ALLEN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JENNI ALMASSY BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 MARTI ALVAREZ BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 KAREN ANDERSON BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 KAREN ASKEROOTH BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 TIFFANY BACK BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JOYCE BAILEY BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 MICHAEL BANK BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 KAREN BARNES BOARD OF DIRECTORS 5.00 0.00 X 736 0 0 CAROL BAUER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JACOB BAUER ZEBLEY BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 MAGGIE BEALL BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 ANDREA BEEMAN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 KIM BONNETT BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 REED BRETZ BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 COLLEEN BRINER SCHMIDT BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JOSHUA BROWN BOARD OF DIRECTORS 5.00 0.00 X 619 0 0 ROBIN BROWN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 CAROL BURKE FLEMING BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 RUDOLPH BURRUSS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 LORI CATHEY BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 TANYA COATS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 NANCY CORDES BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 ROBIN COURRIER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 LINDA CROW BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 AMANDA CURTIS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 ELIZABETH DAVENPORT BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 ANGELA DAVIS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 AMY DEGROOT-HAMMER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 BONNIE DOHERTY BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 BRIAN DONOUGHE BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 WILSON EBNER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 ROBERT ELLIS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 LINDA ESTRADA BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 ENRIQUE FARRERA BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 GAYLE FAULKNER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JAMES FEDDERMAN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 PATTI FERGUSON-PALMER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 VALLERIE FISHER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 BRIAN FLICK BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JAMES FRAZIER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 BILL FREEMAN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 CLLIFFORD FUKUDA BOARD OF DIRECTORS 5.00 0.00 X 1057 0 0 DANA GALVIN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 GERRI GANDOLFO BOARD OF DIRECTORS 5.00 0.00 X 798 0 0 RACHEL GIFFORD BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 RUTH ELLEN GOFF BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 STEPHEN GORRIE BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 LYNN GOSS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 AMBER GOULD BOARD OF DIRECTORS 5.00 0.00 X 817 0 0 KATHI GUNDLACH BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 MICHAEL HARMAN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 GINA HARRIS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 TRACY HARTMAN-BRADLEY BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JOHN HEINEMAN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 PAULA HERBART BOARD OF DIRECTORS 5.00 0.00 X 700 0 0 DOUGLAS HILL BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 ROBERT HOFFMANN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JOHN HORRIGAN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JOLENE HOUGH BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 MEL HOUSE BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 TIFFENY HOWARD BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 RYAN HOYT BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 MARIE HUTCHINGS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 RONNIE RAY JAMES BOARD OF DIRECTORS 5.00 0.00 X 663 0 0 TRIPP JEFFERS BOARD OF DIRECTORS 5.00 0.00 X 739 0 0 ROBIN JEFFRIES BOARD OF DIRECTORS 5.00 0.00 X 1612 0 0 LISA JENNINGS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 DEBORAH JONES BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 DALE KAISER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 HILDA KENDRICK BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 BRIAN KEREKES BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 LISA KICKBUSCH BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 SERENA KOTCH BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 PAMELA KRUSE BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 CALEB KUPA BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 KEVIN LADUKE BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 ANITA LANG BOARD OF DIRECTORS 5.00 0.00 X 2765 0 0 DOUGLAS LEA BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 DEBRA LEE BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 RUSSELL LEONE BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 BILL LYNE BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 DIANA MARCUS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 CHERYL MATTERN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 SHANNON MCCANN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 CHARLENE MCCOY BOARD OF DIRECTORS 5.00 0.00 X 824 0 0 DENISE MCCOY BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 DONNIE MCGEE BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 DOREEN MCGUIRE-GRIGG BOARD OF DIRECTORS 5.00 0.00 X 799 0 0 JO MCKIM BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 CAROL MEDAWAR BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 GARY MELTON BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 ELAINE MERRIWEATHER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 KATHY MEYER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JULIO MORALES BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 AMY MULLEN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 PHILIP MURRAY BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 KIZZY L NICHOLAS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 DEANNA NICOSIA-JONES BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 RAE NWOSU BOARD OF DIRECTORS 5.00 0.00 X 2320 0 0 ELLEN OLSEN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 EMILLY OSTERLING BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 BONNIE PAGE BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 KRISTA PATTERSON BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 MARTHA PATTERSON BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 GARY PELUCHETTE BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 TRACY PHILLIPS BOARD OF DIRECTORS 5.00 0.00 X 734 0 0 ANDREW POLICASTRO BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JESSICA POWELL BOARD OF DIRECTORS 5.00 0.00 X 1090 0 0 MATTHEW POWELL BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 AMANDA PRICHARD BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 GRETCHEN RAGAZZO BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 LORETTA RAGSDELL BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 ROSA LINDA RAMIREZ BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 ASHANTI RANKIN BOARD OF DIRECTORS 5.00 0.00 X 832 0 0 JEFFERY RHODES BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 KIM RICHARDS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 KAREN RIDLEY BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 MARY ANN RIVERA BOARD OF DIRECTORS 5.00 0.00 X 3045 0 0 ROBERT RODRIGUEZ BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 SOPHIA RODRIGUEZ BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 DANIEL RUDD BOARD OF DIRECTORS 5.00 0.00 X 605 0 0 ANDREW SAKO BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 ALFONSO SALAIS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 MIGUEL SALDANA BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 CHRISTINE SAMPSON-CLARK BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 EDWARD SANDERSON BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JOHN SCANLAN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 LAURIE SCHORNO BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 KAREN SCHUETT BOARD OF DIRECTORS 5.00 0.00 X 748 0 0 KIMBERLY SCOTT-HAYDEN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JENNIFER SCURLOCK BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 ANN MARGARET SHANNON BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 DEWAYNE SHEAFFER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 TIMOTHY SHEEHAN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 AMY SIMPSON BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 DON SINNER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 MAE SMITH BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 MELINDA SMITH BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 TAMMY SMITH BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JENNIFER SMITH-MARGRAF BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JOANN SMITH-MASHBURN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 DANIEL SOBCZAK BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 DAREIN SPANN BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 TOBY SPENCER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 LORI A STEINIKER BOARD OF DIRECTORS 5.00 0.00 X 659 0 0 ANGELA STEWART BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 ASHLEY STRICKLAND BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 SAM TALARICO BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 KENNETH TANG BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 TRACY LEE TAYLOR BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JULIUS THOMAS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 MICHAEL THURSTON BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 DONALD TINNEY BOARD OF DIRECTORS 5.00 0.00 X 641 0 0 TOM TULLY BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 KARI VANDERJACK BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 SANDRA WALKER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 ALEX WALLACE BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 MARILYN WARNER BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 DAVID WATTS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 MARILYN WEEKS BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 DONNA WEST BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 JULIE WICKERSHAM BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 BARBARA WILMARTH BOARD OF DIRECTORS 5.00 0.00 X 0 0 0 HASHEEN WILSON BOARD OF DIRECTORS 5.00 0.00 X 5297 0 0 KEVIN GILBERT EXECUTIVE COMMITTEE 37.50 0.00 X 74946 0 0 ERIC BROWN EXECUTIVE COMMITTEE 37.50 0.00 X 74327 0 0 MAURICE KOFFMAN EXECUTIVE COMMITTEE 37.50 0.00 X 133789 0 0 SHELLY MOORE KRAJACIC EXECUTIVE COMMITTEE 37.50 0.00 X 78933 0 0 GEORGE SHERIDAN EXECUTIVE COMMITTEE 37.50 0.00 X 80086 0 0 EARL WIMAN EXECUTIVE COMMITTEE 37.50 0.00 X 75768 0 0 LILY ESKELSEN GARCIA PRESIDENT 37.50 0.00 X X 408707 0 176372 REBECCA PRINGLE VICE PRESIDENT 36.50 1.00 X X 342222 0 132326 PRINCESS MOSS SECRETARY-TREASURER 31.50 6.00 X X 341724 0 111687 JOHN STOCKS EXECUTIVE DIRECTOR 37.50 0.00 X 399775 0 172803 MICHAEL MCPHERSON CFO 37.50 0.00 X 263191 0 147267 JOHN SPRINGER SENIOR DIRECTOR 37.50 0.00 X 270134 0 89570 JAMES TESTERMAN SENIOR DIRECTOR 37.50 0.00 X 230532 0 111174 DERRICK JOHNSON SENIOR DIRECTOR 37.50 0.00 X 213589 0 137917 HT NGUYEN STATE AFFILIATE EXEC DIR 37.50 0.00 X 270380 0 156961 ALICE O'BRIEN GENERAL COUNSEL 37.50 0.00 X 237654 0 121702 KAREN WHITE DEPUTY EXECUTIVE DIRECTOR 37.50 0.00 X 243541 0 129359 MICHAEL EDWARDS SENIOR DIRECTOR 37.50 0.00 X 237793 0 140368 RAMONA OLIVER SENIOR DIRECTOR 37.50 0.00 X 226431 0 118956 4231622 0 1746462 368 0 1 1 WEBER SHANDWICK 733 10TH ST NW SUITE 600 WASHINGTON DC 20001 ADVERTISING 4103695 EXPOPLUS 1055 RESEARCH CENTER DR ATLANTA GA 30331 CONVENTION MANAGEMENT 3052208 THE NEW MEDIA FIRM INC 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 ADVERTISING AGENCY 2335891 LINDENMEYR CENTRAL 3 MANHATTANVILLE RD PURCHASE NY 10577 PAPER PRINT & DISTRIBUTION 1502252 COMMUNICATIONS PLUS INC 102 MADISON AVENUE NEW YORK NY 10016 EVENT MANAGEMENT 1203182 69 206409 206409 MEMBERSHIP DUES 900099 370021521 370021521 370021521 1070764 1070764 31365766 30162428 1203338 1203338 1203338 ADVERTISING AND SPONSO 541800 1191539 201309 990230 REIMBURSEMENT OF EDP C 900099 746414 746414 LOSS ON INVESTMENT OF 900099 -6625368 -6625368 6634198 6634198 1946783 374448815 370978074 990230 2274102 113759025 121840 3379832 62321325 34271901 16756756 4601489 1910397 694072 224500 1319703 113041 5633728 7031520 3292250 6865444 4755737 16017882 11250356 3233863 12996325 BALLOT INITIATIVES 21646164 MEMBERSHIP COMMUNICATIO 14674277 PUBLICATION COST 6416907 MEMBERSHIP DUES AND SUB 4526534 3201861 361016729 181929410 180284333 30901684 30879433 6374320 5502098 8798814 5183040 161209072 131193165 31967400 30015907 33366634 35671883 65406626 66780976 2788000 2842038 361532888 357159708 41049810 23585905 500000 15913025 15701597 5873707 6042740 63336542 45330242 X 298196346 311829466 298196346 311829466 361532888 357159708 13432086 201034 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9290634 10000 10000 1 NEA ADVOCACY FUND 1201 16TH ST NW WASHINGTON DC 20036 272152012 7000000 EMILY'S LIST 1800 M ST NW WASHINGTON DC 20036 521391360 10000 1 0 0 PART I-A, LINE 1: POLITICAL ACTIVITIES THAT DO NOT CONSTITUTE AN "EXEMPT FUNCTION" AS DEFINED BY IRC 527, INCLUDING COMMUNICATIONS TO MEMBERS CONCERNING IDENTIFIABLE FEDERAL AND NONFEDERAL CANDIDATES AND EXPENSES FOR THE ADMINISTRATION AND FUNDRAISING FOR THE TAXPAYER'S SEPARATE SEGREGATED FUNDS. PART I-C CONTINUATION FOR INCOMPLETE NAME/ADDRESS INFORMATION: NEA ADVOCACY FUND 1201 16TH ST NW RM.418 WASHINGTON, DC 20036 EMILY'S LIST 1800 M ST., NW WASHINGTON, DC 20036 1753777 1753777 77783887 54508493 23275394 5622673 2736237 2886436 76048735 73948435 2100300 30015907 100% OF NATIONAL EDUCATION EMPLOYEES ASSISTANCE FUND 29928 F 100% OF NEA PROPERTIES, INC. 16015955 F 66.67% OF NEA 360 LLC 12139091 F 100% OF NEA MEMBER BENEFITS CORPORATION 38596002 F 66780976 SEVERANCE PAY OBLIGATION 6042740 6042740 X 425695767 201034 52469326 52670360 373025407 1423408 1423408 374448815 419684774 69576785 69576785 350107989 10908740 10908740 361016729 PART X, LINE 2: NEA FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC ON INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR THE 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. NEA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. NEA FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE FISCAL YEARS 2014 THROUGH 2016, ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS), GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SEE DESCRIPTION BELOW PART XI, LINE 4B - OTHER ADJUSTMENTS: SEE DESCRIPTION BELOW PART XII, LINE 2D - OTHER ADJUSTMENTS: SEE DESCRIPTION BELOW PART XII, LINE 4B - OTHER ADJUSTMENTS: SEE DESCRIPTION BELOW SCHEDULE D, PART XI, LINE 2D REVENUE FROM SUBSIDIARIES IN FINANCIAL STATEMENTS $56,378,065. EXPENSES THAT WERE NETTED AGAINST REVENUE IN THE AUDITED FINANCIALS -$3,908,739. TOTAL $52,469,326 SCHEDULE D, PART XI, LINE 4B CURRENT YEAR LOSS FROM WHOLLY OWNED SUBSIDIARIES -$6,625,368. REVENUES THAT WERE NETTED AGAINST EXPENSES ON THE AUDITED FINANCIALS $8,048,776. TOTAL $1,423,408 SCHEDULE D, PART XII, LINE 2D GROSS EXPENSES OF WHOLLY OWNED SUBSIDIARIES INCLUDED IN THE AUDITED FINANCIAL STATEMENTS $51,696,966. REVENUE THAT WAS NETTED AGAINST EXPENSES IN THE AUDITED FINANCIAL STATEMENTS -$8,048,776. EXPENSES OF INDEPENDENT ENTITIES REPORTED ON CONSOLIDATED BASIS IN AUDITED FINANCIAL STATEMENTS $25,872,946. NEEAF ACTIVITY ELIMINATED DURING CONSOLIDATION $55,649. TOTAL $69,576,785 SCHEDULE D, PART XII, LINE 4B EXPENSES THAT WERE NETTED AGAINST INCOME ON THE AUDITED FINANCIAL STATEMENTS $3,899,740. GRANT TO NEEAF ELIMINATED IN CONSOLIDATION $9,000. CONTRIBUTIONS TO INDEPENDENT ENTITY REMOVED IN CONSOLIDATION $7,000,000. TOTAL $10,908,740 SCHEDULE D, PART X, LINE 1(2)SEVERANCE PAY NEA HAS A POLICY ENTITLING EMPLOYEES WITH OVER 10 YEARS OF SERVICE TO SEVERANCE PAY EQUAL TO 10 WEEKS OF SALARY. NEA'S ACCRUED SEVERANCE PAY HAS BEEN CALCULATED TO APPROXIMATE ACCOUNTING STANDARDS CODIFICATION 712, COMPENSATION - NON RETIREMENT POSTEMPLOYMENT BENEFITS. 0 0 0 0 0 0 0 0 0 0 NORTH AMERICA THIS GRANT SUPPORTS THE DEVELOPMENT OF A FILM CALLED "STRIKE" WHICH IS ABOUT THE IMPORTANT HISTORY OF UNIONS AND WILL PROVIDE NEA WITH 100,000 DIGITAL COPIES OF THE MOVIE ONCE IT HAS BEEN COMPLETED. 100000 CHECK SUB-SAHARAN AFRICA THE NEA GRANTED THE KENYA NATIONAL UNION OF TEACHERS $16,840 FOR IMPLEMENTATION OF THE SCHOOL RELATED GENDER-BASED VIOLENCE PREVENTION PROJECT, WHICH IS A PART OF A LARGER EDUCATION INTERNATIONAL AND UNITED NATIONS GIRLS EDUCATION INITIATIVE PROJECT WITH SEVEN EDUCATION UNIONS IN FIVE EAST AFRICAN NATIONS. THE PROJECT INCLUDED EXTENSIVE TEACHER TRAINING ON REALITIES AND SOLUTIONS TO FOSTERING A SCHOOL CULTURE OF RESPECT AND GENDER FAIRNESS. 16840 WIRE 1 0 0 0 0 0 0 1 AFL-CIO 815 16TH STREET NW ATTN STATE UNITY FUND WASHINGTON DC 20006 530228172 501(C)(5) 125000 FINANCIAL ASSISTANCE ALABAMA EDUCATION ASSOCIATION PO BOX 4177 MONTGOMERY AL 361034177 630002660 501(C)(5) 3301548 FINANCIAL ASSISTANCE ALACHUA COUNTY EDUCATION ASSOCIATION 618 NW 13TH AVENUE GAINESVILLE FL 32601 510229650 501(C)(5) 25000 FINANCIAL ASSISTANCE ALLIANCE FOR JUSTICE 11 DUPONT CIRCLE NW 2ND FLOOR WASHINGTON DC 20036 521009973 501(C)(3) 50000 FINANCIAL ASSISTANCE AMERICA VOTES 1155 CONNECTICUT AVE NW SUITE 600 WASHINGTON DC 20036 264568349 501(C)(4) 443333 FINANCIAL ASSISTANCE AMERICAN CONSTITUTION SOCIETY 1333 H ST NW 11TH FLOOR WASHINGTON DC 20005 522313694 501(C)(3) 15000 FINANCIAL ASSISTANCE AMERICAN FEDERATION OF TEACHERS 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 360725240 501(C)(5) 13000 FINANCIAL ASSISTANCE AMERICAN INSTITUTES FOR RESEARCH PO BOX 28126 NEW YORK NY 100878126 250965219 501(C)(3) 37000 FINANCIAL ASSISTANCE ANCHORAGE EDUCATION ASSOCIATION 4100 SPENARD RD ANCHORAGE AK 99517 920074528 501(C)(5) 10500 FINANCIAL ASSISTANCE ARIZONA EDUCATION ASSOCIATION 345 E PALM LN PHOENIX AZ 850041532 860002685 501(C)(6) 802132 FINANCIAL ASSISTANCE ARKANSAS EDUCATION ASSOCIATION 1500 W FOURTH ST LITTLE ROCK AR 72201 710004515 501(C)(6) 621460 FINANCIAL ASSISTANCE ASSOCIATED POMONA TEACHERS 1976 W HOLT AVE POMONA CA 91768 953331337 501(C)(5) 248992 FINANCIAL ASSISTANCE BALDWIN PARK EDUCATION ASSOCIATION 13139 RAMONA BLVD STE B IRWINDALE CA 91706 952628936 501(C)(5) 12500 FINANCIAL ASSISTANCE BREVARD FEDERATION OF TEACHERS 1007 FLORIDA AVE ROCKLEDGE FL 32955 237402773 501(C)(5) 100000 FINANCIAL ASSISTANCE BROWARD TEACHERS UNION 6000 NORTH UNIVERSITY DRIVE TAMARAC FL 33321 237105238 501(C)(5) 100000 FINANCIAL ASSISTANCE CALIFORNIA TEACHERS ASSOCIATION 1705 MURCHISON DRIVE BURLINGAME CA 94010 940362310 501(C)(5) 13438839 FINANCIAL ASSISTANCE CAMAS EDUCATION ASSOCIATION PO BOX 694 CAMAS WA 98607 901018982 501(C)(5) 12500 FINANCIAL ASSISTANCE CAMBRIDGE CENTRAL SCHOOL CAMBRIDGE CENTRAL SCHOOL DISTRICT 58 SOUTH PARK ST CAMBRIDGE NY 12816 146002029 501(C)(3) 242886 FINANCIAL ASSISTANCE CARTWRIGHT SCHOOL DISTRICT #83 5220 W INDIAN SCHOOL RD PHOENIX AZ 85031 866000517 INSTRUMENTALITY 7500 FINANCIAL ASSISTANCE CENTER FOR AMERICAN PROGRESS 1333 H STREET NW 10TH FLOOR WASHINGTON DC 20005 300126510 501(C)(3) 250000 FINANCIAL ASSISTANCE CENTER FOR MEDIA AND DEMOCRACY 122 W WASHINGTON AVE STE 555 MADISON WI 537259010 391777402 501(C)(3) 50000 FINANCIAL ASSISTANCE CENTER FOR POPULAR DEMOCRACY ACTION FUND 802 KENT AVENUE BROOKLYN NY 11205 453860271 501(C)(4) 300000 FINANCIAL ASSISTANCE CENTER FOR POPULAR DEMOCRACY INC 802 KENT AVENUE BROOKLYN NY 11205 453813436 501(C)(3) 300000 FINANCIAL ASSISTANCE CENTER FOR TEACHING QUALITY INC 601 SOUTH MAIN STREET SUITE 207 CARRBORO NC 27510 043606319 501(C)(3) 381200 FINANCIAL ASSISTANCE CHENEY EDUCATION ASSOCIATION 2620 N 6TH ST CHENEY WA 99004 203649277 501(C)(5) 24413 FINANCIAL ASSISTANCE CITY COLLEGES CONTINGENT LABOR ORGANIZING COMMITTEE 230 W MONROE STE 2640 CHICAGO IL 60610 522436647 501(C)(5) 16250 FINANCIAL ASSISTANCE CLARK COUNTY EDUCATION ASSOCIATION 4230 MCLEOD DRIVE LAS VEGAS NV 89121 880104093 501(C)(5) 75629 FINANCIAL ASSISTANCE COLORADO EDUCATION ASSOCIATION 1500 GRANT STREET DENVER CO 80203 840172608 501(C)(5) 2301022 FINANCIAL ASSISTANCE COMMUNITY JUSTICE FOR YOUTH INSTITUTE 2929 S WABASH STE 203 CHICAGO IL 60616 364582513 501(C)(3) 189000 FINANCIAL ASSISTANCE COMPTON EDUCATION ASSOCIATION 333 SOUTH SANTA FE AVE COMPTON CA 90221 952672842 501(C)(5) 12500 FINANCIAL ASSISTANCE CONNECTICUT EDUCATION ASSOCIATION CAPITOL PLACE 21 OAK STREET SUITE 500 HARTFORD CT 061068001 060666277 501(C)(5) 1261836 FINANCIAL ASSISTANCE CONVERGENCE CENTER FOR POLICY RESOLUTION 1101 17TH ST NW SUITE 1350 WASHINGTON DC 20036 320280279 501(C)(3) 50000 FINANCIAL ASSISTANCE CORNELL UNIVERSITY 201E DOLGEN HALL ITHACA NY 148533901 150532082 501(C)(3) 48750 FINANCIAL ASSISTANCE DAKOTA COUNTY UNITED EDUCATORS 6950 WEST 146TH ST STE 114 APPLE VALLEY MN 55124 411412301 501(C)(5) 22000 FINANCIAL ASSISTANCE DELAWARE STATE EDUCATION ASSOCIATION 136 E WATER STREET DOVER DE 19901 510061551 501(C)(5) 579445 FINANCIAL ASSISTANCE DEMOCRACY ALLIANCE 1575 EYE STREET NW SUITE 425 WASHINGTON DC 20005 202130918 TAXABLE NONPROFIT 125000 FINANCIAL ASSISTANCE DENVER CLASSROOM TEACHERS ASSOCIATION 1500 GRANT STREET SUITE 200 DENVER CO 80203 840513468 501(C)(5) 16620 FINANCIAL ASSISTANCE DIGITAL PROMISE 1001 CONNECTICUT AVE NW STE 830 WASHINGTON DC 20036 452708794 501(C)(3) 101000 FINANCIAL ASSISTANCE DOWNEY EDUCATION ASSOCIATION 11310 FIRESTONE BLVD NORWALK CA 90650 942241945 501(C)(5) 12150 FINANCIAL ASSISTANCE EAU CLAIRE ASSOCIATION OF EDUCATORS 2004 HIGHLAND AVE SUITE L EAU CLAIRE WI 54701 391490803 501(C)(5) 6655 FINANCIAL ASSISTANCE ECONOMIC POLICY INSTITUTE 1333 H STREET NW SUITE 300 EAST TOWER WASHINGTON DC 200054707 521368964 501(C)(3) 225000 FINANCIAL ASSISTANCE EDMOND ASSOCIATION OF CLASSROOM TEACHERS PO BOX 2613 EDMOND OK 73083 731385048 501(C)(5) 10500 FINANCIAL ASSISTANCE EDMONDS EDUCATION ASSOCIATION 19707 6TH AVE W STE 204 LYNNWOOD WA 98026 910826285 501(C)(6) 9000 FINANCIAL ASSISTANCE EDUCATION AUSTIN 316 WEST 12TH STREET STE 202 AUSTIN TX 78701 742428167 501(C)(5) 57852 FINANCIAL ASSISTANCE EDUCATION LAW CENTER INC 60 PARK PLACE SUITE 300 NEWARK NJ 07102 222014555 501(C)(3) 100000 FINANCIAL ASSISTANCE EDUCATION MINNESOTA 41 SHERBURNE AVE ST PAUL MN 55103 411916882 501(C)(5) 2374248 FINANCIAL ASSISTANCE EL PASO TEACHERS ASSOCIATION 801 N EL PASO ST EL PASO TX 79902 740608491 501(C)(5) 10500 FINANCIAL ASSISTANCE EMERGING AMERICAN MAJORITIES 1225 I ST NW STE 1250 WASHINGTON DC 20005 814100201 501(C)(4) 150000 FINANCIAL ASSISTANCE FAIRFIELD EDUCATION ASSOCIATION PO BOX 2 FAIRFIELD CT 06824 066082479 501(C)(6) 13150 FINANCIAL ASSISTANCE FEDERAL EDUCATION ASSOCIATION 1201 16TH ST NW SUITE 117 WASHINGTON DC 20036 980105622 501(C)(5) 577358 FINANCIAL ASSISTANCE FLORIDA EDUCATION ASSOCIATION 213 SOUTH ADAMS STREET TALLAHASSEE FL 323011720 593685541 501(C)(5) 2948069 FINANCIAL ASSISTANCE FOR OUR FUTURE PO BOX 65279 WASHINGTON DC 20035 812638345 501(C)(4) 300000 FINANCIAL ASSISTANCE FOREST HILLS TEACHERS ASSOCIATION 7824 WOODSTONE DRIVE CINCINNATI OH 45244 237088249 501(C)(5) 5400 FINANCIAL ASSISTANCE FRESNO TEACHERS ASSOCIATION 5334 N FRESNO ST FRESNO CA 93710 941450149 501(C)(5) 24000 FINANCIAL ASSISTANCE FULLERTON SECONDARY TEACHERS ORGANIZATION 749 S BREA BLVD STE 42 BREA CA 928215388 952552725 501(C)(5) 250000 FINANCIAL ASSISTANCE FUND FOR THE CITY OF NEW YORK INC 121 AVENUE OF THE AMERICAS 6TH FLR NEW YORK NY 10013 132612524 501(C)(3) 10000 FINANCIAL ASSISTANCE GEORGE WASHINGTON UNIVERSITY 2100 M ST NW SUITE 310 WASHINGTON DC 20052 530196584 501(C)(3) 300000 FINANCIAL ASSISTANCE GEORGIA ASSOCIATION OF EDUCATORS 100 CRESCENT CENTER PARKWAY SUITE 500 TUCKER GA 30084 581086686 501(C)(6) 1119912 FINANCIAL ASSISTANCE GREAT LAKES CENTER FOR EDUCATION RESEARCH AND PRACTICE PO BOX 1263 EAST LANSING MI 488261263 383555110 501(C)(3) 225000 FINANCIAL ASSISTANCE GREEN BAY EDUCATION ASSOCIATION 2256 MAIN ST GREEN BAY WI 54311 391182321 501(C)(5) 125010 FINANCIAL ASSISTANCE GROW YOUR OWN ILLINOIS 820 W JACKSON STE 330 CHICAGO IL 60607 208324406 501(C)(3) 50000 FINANCIAL ASSISTANCE GUILFORD COUNTY ASSOC OF EDUCATORS 3407 W WENDOVER AVE STE D GREENSBORO NC 27407 582203233 501(C)(6) 25000 FINANCIAL ASSISTANCE HAWAII STATE TEACHERS ASSOCIATION 1200 ALA KAPUNA STREET HONOLULU HI 96819 990145127 501(C)(5) 727894 FINANCIAL ASSISTANCE HOWARD COUNTY EDUCATION ASSOCIATION 5082 DORSEY HALL DR SUITE 102 ELLICOTT CITY MD 21042 520939793 501(C)(5) 9120 FINANCIAL ASSISTANCE IDAHO EDUCATION ASSOCIATION 620 N 6TH STREET PO BOX 2638 BOISE ID 83701 820129950 501(C)(5) 636906 FINANCIAL 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NATIONAL EDUCATION ASSOC OF SOUTH BEND 2015 WEST WESTERN AVE SOUTH BEND IN 46619 356042916 501(C)(5) 19125 FINANCIAL ASSISTANCE NATIONAL PUBLIC PENSION COALITION 1900 L STREET NW WASHINGTON DC 20036 205939282 501(C)(4) 160000 FINANCIAL ASSISTANCE NATIONAL TEACHERS HALL OF FAME 1200 COMMERCIAL ST PO BOX 4017 EMPORIA KS 66801 451085948 501(C)(3) 50000 FINANCIAL ASSISTANCE NAT'L ASSOC FOR FAMILY SCHOOL AND COMMUNITY ENGAGEMENT 601 KING ST STE 401 ALEXANDRIA VA 223143169 470968569 501(C)(3) 85000 FINANCIAL ASSISTANCE NCSL FOUNDATION FOR STATE LEGISLATURES 7700 EAST FIRST PLACE DENVER CO 80230 742232576 501(C)(3) 12500 FINANCIAL ASSISTANCE NEA-ALASKA 4100 SPENARD ROAD ANCHORAGE AK 99517 920022642 501(C)(5) 675443 FINANCIAL ASSISTANCE NEA FOUNDATION FOR THE IMPROVEMENT OF EDUCATION 1201 16TH STREET NW WASHINGTON DC 20036 237035089 501(C)(3) 1908675 FINANCIAL ASSISTANCE NEA-NEW HAMPSHIRE 9 SOUTH SPRING STREET CONCORD NH 033012425 020226432 501(C)(6) 935764 FINANCIAL ASSISTANCE NEA-NEW MEXICO 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25000 FINANCIAL ASSISTANCE TENNESSEE EDUCATION ASSOCIATION 801 SECOND AVE NORTH NASHVILLE TN 37201 620380018 501(C)(6) 1489395 FINANCIAL ASSISTANCE TEXAS STATE TEACHERS ASSOCIATION 316 WEST 12TH STREET AUSTIN TX 787016060 741316497 501(C)(5) 1937461 FINANCIAL ASSISTANCE THE ADVOCACY FUND - NEW MEDIA VENTURES IMPACT HUB 901 MISSION ST STE 205 SAN FRANCISCO CA 94103 943153687 501(C)(4) 50000 FINANCIAL ASSISTANCE THE EDUCATION ASSOCIATION OF MOORE 321 NW 1ST STREET MOORE OK 73160 731094720 501(C)(6) 13500 FINANCIAL ASSISTANCE THE GREATER WASHINGTON EDUCATIONAL INC TELECOMMUNICATIONS ASSOC INC 3939 CAMPBELL AVE ARLINGTON VA 22206 530242992 501(C)(3) 50000 FINANCIAL ASSISTANCE THE NEW VENTURE FUND - NATIONAL NETWORK OF STATE TEACHERS 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 205806345 501(C)(3) 56000 FINANCIAL ASSISTANCE TRI 22 EDUCATION ASSOCIATION 89 WESTERN AVE HAMPDEN ME 04444 800327451 501(C)(5) 20000 FINANCIAL ASSISTANCE TWIN RIVERS UNITED EDUCATORS 3318 HOWARD STREET SUITE 10 MCCLELIAN CA 95652 262660043 501(C)(5) 9720 FINANCIAL ASSISTANCE UNITED EDUCATION ASSOC OF SHELBY COUNTY 6520 STAGE RD BARTLETT TN 38134 811223238 501(C)(5) 10500 FINANCIAL ASSISTANCE UNITED EDUCATORS OF SAN FRANCISCO 2310 MASON ST SAN FRANCISCO CA 94133 941455079 501(C)(5) 89000 FINANCIAL ASSISTANCE UNITED FACULTY OF FLORIDA 115 N CALHOUN ST STE 6 TALLAHASSEE FL 32301 591657609 501(C)(5) 75000 FINANCIAL ASSISTANCE UNITED FEDERATION OF TEACHERS 52 BROADWAY 14TH FLOOR NEW YORK NY 10004 135582895 501(C)(5) 87500 FINANCIAL ASSISTANCE UNITED NATIONAL INDIAN TRIBAL YOUTH INC 1 N MACDONALD DR STE 212 MESA AZ 85201 731010390 501(C)(3) 8162 FINANCIAL ASSISTANCE UNITED TEACHERS LOS ANGELES 3303 WILSHIRE BLVD 10TH FLR LOS ANGELES CA 90010 952635019 501(C)(5) 224000 FINANCIAL ASSISTANCE UNIVERSITY OF COLORADO 1305 UNIVERSITY AVENUE BOULDER CO 80302 846049811 501(C)(3) 250000 FINANCIAL ASSISTANCE UNIVERSITY OF THE DISTRICT OF COLUMBIA FACULTY ASSOCIATION 4250 CONNECTICUT AVE N W ROOM 3006 WASHINGTON DC 20008 521212211 501(C)(5) 57477 FINANCIAL ASSISTANCE UTAH EDUCATION ASSOCIATION 875 EAST 5180 SOUTH MURRAY UT 84107 870187145 501(C)(6) 721661 FINANCIAL ASSISTANCE UTAH SCHOOL EMPLOYEES ASN 864 EAST ARROWHEAD LN MURRAY UT 841075211 870285270 501(C)(5) 354156 FINANCIAL ASSISTANCE VERMONT-NEA 10 WHEELOCK STREET MONTPELIER VT 056023737 030276708 501(C)(5) 772558 FINANCIAL ASSISTANCE VIRGINIA EDUCATION ASSOCIATION 116 S 3RD ST RICHMOND VA 23219 540540102 501(C)(5) 2411394 FINANCIAL ASSISTANCE VOLUSIA UNITED EDUCATORS 1381 EDUCATORS RD DAYTONA BEACH FL 32124 592867778 501(C)(5) 9700 FINANCIAL ASSISTANCE WASHINGTON EDUCATION ASSOCIATION PO BOX 9100 FEDERAL WAY WA 980639100 910460645 501(C)(5) 3456448 FINANCIAL ASSISTANCE WEST NEW YORK EDUCATION ASSOCIATION PO BOX 165 WEST NEW YORK NJ 07093 222598552 501(C)(5) 7000 FINANCIAL ASSISTANCE WEST VIRGINIA EDUCATION ASSOCIATION 1558 QUARRIER ST CHARLESTON WV 25311 550334400 501(C)(6) 579117 FINANCIAL ASSISTANCE WISCONSIN EDUCATION ASSN COUNCIL P O BOX 8003 MADISON WI 53708 391169160 501(C)(5) 2059856 FINANCIAL ASSISTANCE WOODBRIDGE TOWNSHIP EDUCATION ASSOCIATION 34 GREEN STREET STE A WOODBRIDGE NJ 07095 237104275 501(C)(5) 20000 FINANCIAL ASSISTANCE WYOMING EDUCATION ASSOCIATION 115 E 22ND ST CHEYENNE WY 82001 830168105 501(C)(6) 643732 FINANCIAL ASSISTANCE YSLETA TEACHERS ASSOCIATION 10940 BEN CRENSHAW STE A EL PASO TX 79925 741675418 501(C)(5) 10500 FINANCIAL ASSISTANCE 39 146 SCHEDULE I, PART I, LINE 2 NEA STAFF VERIFY THAT GRANTS WERE USED FOR THE APPROPRIATE PURPOSE. MOST OF THE EXPENDITURES WERE FROM SEVERAL PROGRAMS THAT NEA ADMINISTERS TO PROVIDE FINANCIAL ASSISTANCE TO ITS STATE AND LOCAL AFFILIATES AND TO OTHER ORGANIZATIONS THAT SHARE ITS MISSION OF A GREAT PUBLIC SCHOOL FOR EVERY STUDENT. X X X 1 1 X X X 0 0 0 LILY ESKELSEN GARCIA PRESIDENT 287372 0 14369 0 106966 0 121414 0 54958 0 585079 0 0 0 REBECCA PRINGLE VICE PRESIDENT 252624 0 12631 0 76967 0 83796 0 48530 0 474548 0 0 0 PRINCESS MOSS SECRETARY-TREASURER 252624 0 12631 0 76469 0 75080 0 36607 0 453411 0 0 0 JOHN STOCKS EXECUTIVE DIRECTOR 287372 0 14369 0 98034 0 121414 0 51389 0 572578 0 0 0 MICHAEL MCPHERSON CFO 246309 0 0 0 16882 0 103509 0 43758 0 410458 0 0 0 JOHN SPRINGER SENIOR DIRECTOR 219691 0 0 0 50443 0 64602 0 24968 0 359704 0 0 0 JAMES TESTERMAN SENIOR DIRECTOR 216174 0 0 0 14358 0 64602 0 46572 0 341706 0 0 0 DERRICK JOHNSON SENIOR DIRECTOR 200410 0 0 0 13179 0 82959 0 54958 0 351506 0 0 0 HT NGUYEN STATE AFFILIATE EXEC DIR 268004 0 0 0 2376 0 112230 0 44731 0 427341 0 0 0 ALICE O'BRIEN GENERAL COUNSEL 236826 0 0 0 828 0 70848 0 50854 0 359356 0 0 0 KAREN WHITE DEPUTY EXECUTIVE DIRECTOR 226622 0 0 0 16919 0 74401 0 54958 0 372900 0 0 0 MICHAEL EDWARDS SENIOR DIRECTOR 219691 0 0 0 18102 0 91839 0 48529 0 378161 0 0 0 RAMONA OLIVER SENIOR DIRECTOR 212086 0 0 0 14345 0 64602 0 54354 0 345387 0 0 0 PART I, LINE 1A REIMBURSEMENTS ARE MADE FOR THE IDENTIFIED EXPENSES ACCORDING TO NEA POLICY AND TAXES ARE WITHHELD AS APPROPRIATE FOR TAXABLE REIMBURSEMENTS. THE HOUSING/LIVING ALLOWANCE IS ONLY OFFERED TO THE THREE OFFICERS (PRESIDENT, VICE PRESIDENT, AND SECRETARY-TREASURER). THE COMPANION TRAVEL BENEFIT IS AVAILABLE TO THE FULL EXECUTIVE COMMITTEE INCLUDING THE 3 ELECTED OFFICERS. THE DISCRETIONARY SPENDING ACCOUNT INCLUDES LIMITED AND CAPPED TRAVEL AND PERSONAL ALLOWANCES FOR EACH OF THE THREE OFFICERS AND THE EXECUTIVE DIRECTOR. TRAVEL ALLOWANCES ARE CAPPED AT $5,500 PER YEAR AND PERSONAL ALLOWANCES ARE CAPPED AT $3,000 PER YEAR. IN ADDITION, THE ACCOUNT IS USED TO PROVIDE NEA BOARD MEMBERS WITH A TRAVEL ALLOWANCE OF UP TO $1,200 PER YEAR. BECAUSE THESE ARE NON-ACCOUNTABLE PLANS WITHIN THE MEANING OF THE INTERNAL REVENUE CODE, THE PAYMENTS ARE REPORTED AS TAXABLE COMPENSATION TO ALL RECIPIENTS. SCHEDULE J, PART I - RESPONSE TO FORM 990, PART VII, LINE 5 MEMBERS OF THE NATIONAL EDUCATION ASSOCIATION (NEA) BOARD OF DIRECTORS ARE PRIMARILY EMPLOYED IN THE EDUCATION FIELD AT VARIOUS SCHOOL SYSTEMS ACROSS THE COUNTRY. WHEN A DIRECTOR IS ABSENT FROM THEIR PRIMARY JOB DUE TO OFFICIAL BUSINESS OF THE NEA BOARD OF DIRECTORS AND THE SCHOOL SYSTEM WILL NOT UNDERWRITE THE COST FOR A SUBSTITUTE OR THE SALARY OF THE DIRECTOR DURING SUCH ABSENCE, THE NEA WILL COVER THESE COSTS BY REIMBURSING THE SCHOOL SYSTEM OR THE DIRECTOR. THE FOLLOWING SCHOOL SYSTEMS WERE REIMBURSED DURING THE 2016 CALENDAR YEAR FOR THE COST ASSOCIATED WITH THEIR EMPLOYEES THAT SERVED AS NEA EXECUTIVE COMMITTEE MEMBERS ON THE NEA BOARD OF DIRECTORS. GEORGE SHERIDAN, BLACK OAK MINE USD, $ 105,615; EARL WIMAN, METROPOLITAN NASHVILLE PUBLIC SCHOOLS, $ 137,563; SHELLY MOORE KRAJACIC, ELLSWORTH COMMUNITY SCHOOL DISTRICT, $ 74,857; ERIC R. BROWN, EVANSTON TOWNSHIP HIGH SCHOOL, $230,753; AND KEVIN GILBERT, CLINTON PUBLIC SCHOOL DISTRICT, $108,958. THE SCHOOL SYSTEMS THAT EMPLOY THE REMAINING DIRECTORS RECEIVE REIMBURSEMENTS FROM NEA RANGING FROM $0 TO $ 10,734. THE AVERAGE REIMBURSEMENT IS APPROXIMATELY $1,820. FORM 990, PART VI, SECTION A, LINE 7A NEA MEMBERS ELECT DELEGATES TO REPRESENT THE MEMBERSHIP AT THE NEA ANNUAL REPRESENTATIVE ASSEMBLY. REPRESENTATIVE ASSEMBLY DELEGATES ELECT NEA EXECUTIVE OFFICERS AND THE NEA EXECUTIVE COMMITTEE. MEMBERS OF THE NEA BOARD OF DIRECTORS CAN BE ELECTED BY A VOTE OF NEA MEMBERS OR BY DELEGATES TO THE NEA OR STATE REPRESENTATIVE ASSEMBLIES. FORM 990, PART VI, SECTION A, LINE 7B NEA DELEGATES ELECTED TO REPRESENT MEMBERS AT THE NEA ANNUAL REPRESENTATIVE ASSEMBLY VOTE ON ANY AMENDMENTS TO THE NEA CONSTITUTION, BYLAWS, STANDING RULES AND RESOLUTIONS AND APPROVE THE ANNUAL BUDGET. FORM 990, PART VI, SECTION B, LINE 11B NEA MANAGEMENT AND EXTERNAL TAX ADVISORS REVIEW THE 990 AND A COPY OF THE FINAL 990 IS PROVIDED TO ALL MEMBERS OF THE NEA EXECUTIVE COMMITTEE PRIOR TO FILING. THE FORM 990 IS ALSO MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO REPORT POTENTIAL CONFLICTS OF INTEREST WHENEVER THEY ARE AWARE OF SUCH. PROCEDURES ARE ALSO IN PLACE FOR OTHERS TO REPORT ON CONFLICTS OF INTEREST IF THEY BELIEVE THEY HAVE OCCURRED. ALL EMPLOYEES ARE NOTIFIED ANNUALLY OF THE CONFLICT OF INTEREST POLICY AND THEIR OBLIGATION TO REPORT. THE SECRETARY-TREASURER AND CFO SERVE AS THE NEA CONFLICT OF INTEREST OFFICERS AND RECEIVE AND REVIEW ALL REPORTED CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE NEA DOES NOT PROVIDE THESE DOCUMENTS TO THE GENERAL PUBLIC. NEA PROPERTIES INC 16TH ST NW SUITE 421 WASHINGTON DC 20036 270591064 HOLDS TITLE TO REAL PROPERTY IN 501(C)(2) NATIONAL EDUCATION ASSOCIATION 1 NEA MEMBERS INSURANCE TRUST C/O NEA MBC 990 CLOPPER ROAD GAITHERSBURG MD 208781356 521126682 PROVIDE EMPLOYEE WELFARE BENEFITS TO NEA MEMBERS AND THEIR DEPENDENTS MD 501(C)(9) NATIONAL EDUCATION ASSOCIATION 0 NATIONAL EDUCATION ASSOCIATION AND AFFILIATE RETIREE HEALTH PLAN 16TH ST NW SUITE 419 WASHINGTON DC 20036 527073317 PROVIDE HEALTH BENEFITS TO RETIRED NEA EMPLOYEES DC 501(C)(9) NATIONAL EDUCATION ASSOCIATION 0 NEA HEALTHY FUTURES 16TH ST NW 2ND FLOOR WASHINGTON DC 20036 581898631 PROMOTE THE HEALTH OF PUBLIC EDUCATION DC 501(C)(3) 11A NATIONAL EDUCATION ASSOCIATION 0 NEA 360 LLC 1201 16TH ST NW RM 418 WASHINGTON DC 20036 473258537 CREATE MEMBERSHIP MANAGEMENT SYSTEM DC NATIONAL EDUCATION ASSOCIATION RELATED -10259141 12139091 0 1 0.66670 NEA MEMBER BENEFITS 900 CLOPPER ROAD GAITHERSBURG MD 20878 520855767 SEE PART VII DE NATIONAL EDUCATION ASSOCIATION C 1.00000 1 NEA PROFESSIONAL SERVICES 900 CLOPPER ROAD SUITE 300 GAITHERSBURG MD 20878 522297214 PROVIDES ADVERTISING DE NEA MEMBER BENEFITS CORPORATION C 1.00000 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 NEA HEALTHY FUTURES H 149270 NEA MEMBER BENEFITS CORPORATION L 1269419 NEA MEMBER BENEFITS CORPORATION Q 1049767 NEA PROPERTIES INC Q 58742 NEA 360 LLC Q 98523 PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP OR TRUST: NAME OF RELATED ORGANIZATION: NEA MEMBER BENEFITS PRIMARY ACTIVITY: ADMINISTERS A BROAD PACKAGE OF BENEFITS, PROGRAMS AND RESOURCES TO MEET NEA MEMBERS' NEEDS.