2018-02-08T12:02:55-06:00 2017-06-30 431126847 Williams-Keepers LLC 3220 West Edgewood Suite E Jefferson City MO 65109 990 2016-07-01 430416410 Missouri State Teachers Association Inc MISS 5734423127 407 South 6th Street Columbia MO 65201 Melissa Lorts Director of Finance 5734423127 2018-02-04 1 Kathleen A Graessle P00048898 5736356196 216.106.53.94 2018-02-04 09:09:44 CS P 89ECC987006B359C52B1C4136A7C951899FCE17A C847777F950549ADD9F44C9920FE5DEE57B0978B 2016 2021-01-29 14:40:06Z Bruce A Moe 407 South Sixth S Columbia MO 65201 7433770 0 X WWW.MSTA.ORG X 1856 MO MSTA's purpose is to advocate for and empower public educators so they can teach by providing them information resources, workshops, and other services. 21 19 92 4600 34090 0 0 0 7079860 7064206 44019 10861 332626 330461 7456505 7405528 0 0 0 0 4493385 4487091 0 0 0 2478318 2620300 6971703 7107391 484802 298137 4454697 4609421 1441836 1298424 3012861 3310997 X MSTA advocates for and empowers public educators so they can teach. 0 0 Educator Services: MSTA provides the knowledge, expertise, technical assistance, research and professional consultation educators need in order to enhance their job-related skills, grow professionally and better serve Missouri students. To this end, MSTA staff works directly with education professionals in all 518 Missouri public school districts; worked directly with education students in more than 40 colleges and universities, and promotes the teaching profession to 1164 high school students in 44 high schools across Missouri. Specific accomplishments included comprehensive research on teacher salaries and benefits in Missouri; in-person professional development programs on topics including, Beginning Teacher Assistance, School Finance, Mentor Training, Classroom Management and Preventing School Violence. Many of these programs were also made available as distance or virtual programs. Nearly 1,000 educators participated in the various onsite and online professional development options provided by MSTA. In addition, MSTA staff responded to thousands of inquiries from individual teachers by telephone, email and with in-person meetings. Education Media: MSTA is a trusted source of information of professional interest to teachers including topics such as classroom management, working with parents, education technology, testing and more. To this end MSTA published education-related information and research as well as updates on current issues of interest and concern to Missouri teachers and other education personnel. Communication and marketing strategies include: printed magazines and newsletters, a comprehensive and informative website, e-newsletters, media outreach, blogs, podcasts, video and direct mail. Specific accomplishments using print media include publishing a total of 160,000 copies of the 48-page quarterly magazine School & Community, and a number of annual publications such as New Books for Missouri Students, School Law Guide, Teacher Success Guide, School Finance Guide and Tips for Parents both in English and Spanish. These strategies are augmented by 2 million total copies of Weekly Bytes, a weekly general interest e-newsletter, a legislative update billed Action, a public blog, Twitter, a social networking site, three different Facebook pages and a number of news releases. Education Policy: MSTA's education policy program works to promote and protect the broader interests of the both teaching profession and the public schools in which those teachers work through direct lobbying, grassroots lobbying and disseminating information about existing and proposed education policies. MSTA activities are non-partisan and focused on legislation and regulations that impact educators and education in Missouri. MSTA's efforts begin with active teachers crafting education policy resolutions that set the direction and priority of MSTA's activities. MSTA staff and volunteers meet frequently with representatives of the executive branch, the Missouri Department of Elementary and Secondary Education, legislative leaders in the Missouri House and Senate and other stakeholders; testify for and against legislative proposals; participate on taskforces; serve on committees, such as the Missouri Advisory Council of Certification for Educators; and prepare policy proposals that further the common interests of Missouri educators. Conferences & Events: MSTA provided a number conferences and events for prospective teachers, beginning teachers, and experienced teachers that promoted the interests of the teaching profession and provided practical input and resources designed to improve the skills of individual teachers. The most significant of these events is the annual convention attended by about 800 educators. This two-day event features more than approximately 25 separate workshops addressing a range of instructional topics; a keynote address by a well-known education speaker; an exhibit hall with more than 30 vendors of instructional and education interest; and, general discussion of education policy issues at the annual membership meeting. Other events include an annual meeting of the student group with nearly 100 participants and an annual leadership conference serving nearly 400 educators. MSTA's conferences and events provide a valuable opportunity for practicing teachers in Missouri to network with other professionals, learn from experts in the field and share ideas and techniques across broad geographic areas. 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 27 0 1 92 1 1 1 0 0 0 1 1 0 0 0 X 21 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X Melissa Lorts Missouri State Teachers 5734423127 407 South 6th Street Columbia MO 65201 Allen Winningham Director 1.50 X 0 0 0 Amy Kelsey Director 1.60 X 0 0 0 Anitra Crisp Director 1.50 X 0 0 0 Beth Ogden Director 1.50 X 0 0 0 Brenda Clayton Director 1.50 X 0 0 0 Brett Hoch President 10.40 X X 7200 0 0 Darla Six Director 1.60 X 0 0 0 Dawn Black Director 1.50 X 0 0 0 Donna Davis Director 1.50 X 0 0 0 Glenda Thurlkill Past President 7.20 X X 0 0 0 Henry Anton Director 1.50 X 0 0 0 Jennifer Conner DIRECTOR 1.60 X 0 0 0 Joan Snodgrass DIRECTOR 1.50 X 0 0 0 John Schlange DIRECTOR/Treasurer 2.50 X X 0 0 0 Julie Hodges Director/Treasurer 2.50 X X 0 0 0 Lana Moore Director 1.50 X 0 0 0 Leigh Chapman Director 1.50 X 0 0 0 Margaret Stiegman director 1.50 X 0 0 0 Nickie Jones Director 1.50 X 0 0 0 Pam Lowe Director 1.50 X 0 0 0 Stacy Williamson Past President (15-16) 2.10 X X 0 0 0 Tonni Schmidt President Elect 5.00 X X 0 0 0 Nicolas Vasquez Vice President 2.60 X X 0 0 0 Bruce Moe Executive Director/CEO 55.40 X 195609 0 58395 Melissa Lorts Director of Finance 40.00 X 80989 0 37868 Matt Walker Director of Information Technology 40.00 X 101207 0 23847 David Bond Associate Executive Direct 40.00 X 108192 0 29504 Gail McCray Legal Counsel 40.00 X 143798 0 32254 Todd Fuller Director of Communication 40.00 X 102437 0 23924 739432 0 205792 5 0 1 0 Mass Mutual PO Box 92485 Chicago IL 60675 Employee Retirement 385095 Public School Retirement Services PO Box 268 Jefferson City MO 65102 Employee Retirement 333419 Ricoh USA Inc PO Box 534777 Atlanta GA 30353 Printing/Postage/Shipping 228403 Logical Ally LLC PO Box 1355 Aledo TX 76008 Computer Consulting 127320 Michael Wood and Associates LLC 6433 Meadowlark Drive Washington MO 63090 Government relations consulting 115500 7 Membership Dues 900099 6955211 6955211 Conferences/Workshops 611600 71293 71293 Advertising Revenue 541800 34090 34090 Publication Sales 511120 3612 3612 7064206 5423 5423 27737 27737 5438 0 5438 5438 5438 37992 28242 9750 9750 Reimbursements 900099 279647 279647 Miscellaneous Income 900099 13327 13327 292974 7405528 7030116 34090 341322 385499 2949702 485289 417649 248952 1720 92946 17389 224687 121837 466718 387841 154084 462576 101658 13230 214229 357140 Miscellaneous 4028 Write off accounts rece 217 7107391 280317 193430 1911581 1997004 254963 343035 29637 32682 300423 402729 3043100 1627742 1475759 1415358 202017 225183 4454697 4609421 510575 544448 39350 26435 689894 502358 202017 225183 1441836 1298424 X 3012861 3310997 3012861 3310997 4454697 4609421 298137 0 X X 0 1 X 1 0 0 0 0 6955211 490595 -769612 -279017 695521 -974538 64381 64381 1955186 871548 1083638 1023533 756194 267339 1415358 Supplemental Retirement Income Plan 225183 225183 X 7433769 28242 28242 7405527 1 1 7405528 7135633 28242 28242 7107391 0 7107391 Part X, Line 2: The Association is exempt from federal income taxes under Section 501(c)(6) of the Internal Revenue Code and application of state law. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the Association may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Association and various positions related to the potential sources of unrelated business taxable income (UBIT). The Association was not subject to UBIT for the year ended. The Association files forms 990 in the U.S. federal jurisdiction. The Association is generally no longer subject to examination by the Internal Revenue Service three years after the forms were timely filed. Part XI, Line 2d - Other Adjustments: Cost of Goods Sold 28,242. Part XI, Line 4b - Other Adjustments: Rounding 1. Part XII, Line 2d - Other Adjustments: Cost of Goods Sold 28,242. X X X X 0 0 0 Bruce Moe Executive Director/CEO 193494 0 2115 0 0 0 31738 0 26657 0 254004 0 0 0 Gail McCray Legal Counsel 142306 0 1492 0 0 0 18961 0 13293 0 176052 0 0 0 Form 990, Part VI, Section A, line 6 Members of MSTA include prospective, active and retired teachers and other school employees in schools throughout the State of Missouri. Form 990, Part VI, Section A, line 7a All members of MSTA's governing body are elected by members. The officers are elected at the Annual Membership Meeting (Assembly). Non-Officer Directors are elected by MSTA members in each Region. Each Region elects at least one Director. Additional Directors may be elected from a Region according to the formula outlined in Article VII, Section C. of MSTA's Bylaws. Form 990, Part VI, Section A, line 7b The following decisions are subject to approval of members: to adopt amendments to MSTA's Articles of Incorporation or Bylaws, to merge with another entity, to dissolve MSTA, or to change MSTA's name, adoption of dues increases proposed by the Board, changes in dues forwarding to CTAs and Regions, and statewide education policy resolutions. Form 990, Part VI, Section B, line 11b A preliminary draft of Form 990 is prepared by management and reviewed by the Audit & Finance Committee of the Board of Directors. After incorporating direction from the committee, a final version prepared by management and the independent CPA firm engaged by the Audit & Finance Committee is presented to the A&F Committee for approval. A final copy of Form 990 was provided, before filing, to all members of the governing body by digital distribution. Form 990, Part VI, Section B, line 12c In addition to annual disclosures described in 12b, MSTA regularly and consistently monitors and enforces compliance by providing a copy of the conflict of interest policy in the Board Manual, providing annual orientation and training that specifically discusses the policy and by reminding board members of the policy and their obligations under the policy as part of the regular meeting agenda. Form 990, Part VI, Section B, line 15a The process for determining the compensation of MSTA's top management official and top financial official was as follows; 1) The Board of Directors appointed an executive compensation subcommittee composed of three independent directors. The committee was charged with reviewing current executive compensation, examining comparable compensation data and bringing a compensation recommendation to the full board for final decision. 2) The compensation committee used data from the American Society of Association Executives (ASAE) to compare compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations including but not limited to membership type, membership size, budget size, staff size and geographic scope. 3) The deliberations and decisions of the committee and the board of directors are reflected in minutes of the governing body. Form 990, Part VI, Section C, line 19 The Articles of Incorporation (AOI), Bylaws and Financial Statement are printed each year in the annual Delegate Book. This book is mailed to every local chapter (CTA) and is provided to all attendees at the annual delegate meeting. In addition the AOI and Bylaws are printed in a separate publication that is available at no charge upon request and is given to all volunteers serving on committees. The Conflict of Interest Policy adopted by the board of directors is provided to the public upon request. Form 990, Part XI, Line 2c The process by which MSTA utilizes a committee that assumes responsibilty for oversight of the audit and selection of an independent auditor has not changed from the prior year and follows the process stated in the bylaws. The bylaws provide that the Board appoint a Finance and Audit Committee from among directors then in office. The Treasurer is the Committee's chair. This Committee oversees MSTA finances and coordinates the annual audit of its financial statements with the independent CPA firm. Form 990, Part VI, Line 10a MSTA does not have chapters, branches, or affiliates over which it has the legal authority to exercise supervision or control. MSTA does work with Community Teachers Associations (CTAs) and Regional Teachers Associations (Regions) throughout Missouri to promote the common interest of teachers and other education personnel and all members of the Regions are also members of the Missouri State Teachers Association. Each CTA and Region is a separate legal entity under state law, adopts its own articles of association or incorporation and bylaws that are not subject to MSTA approval, and is governed by its own board of directors elected by its members. Missouri State Teachers Association Legislative Impact Committee PO Box 458 Columbia MO 65205 431697981 Political Action Committee MO 527 0 Missouri State Teachers Foundation Inc PO Box 458 Columbia MO 65205 431587593 Promote educational excellence in Missouri MO 501(c)(3) 509(a)(2) Missouri State Teachers Association Inc 0 Friends of Bunker Hill PO Box 458 Columbia MO 65205 461817214 Educational and charitable purposes MO 501(c)(3) 509(a)(2) Missouri State Teachers Association Inc 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 Friends of Bunker Hill O 279647 Fair Market Value