MASSACHUSETTS TEACHERS ASSOCIATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MASSACHUSETTS TEACHERS ASSOCIATION (EIN 04-1591200)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201641349349304579
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T13:20:57-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043121055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRKLAND ALBRECHT & FREDRICKSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 FORBES ROAD WEST | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 041591200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS TEACHERS ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASS | BusinessNameControlTxt |
| Phone | 6178788000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 HERITAGE DRIVE 8TH FLOOR | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02171 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN CLARKE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6178788000 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL HINCHEY | PreparerPersonNm |
| PTIN | P00451160 | PTIN |
| Phone | 7813562000 | PhoneNum |
| Preparation | 2016-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ANN CLARKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 HERITAGE DRIVE 8TH FLOOR | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02171 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,533,646 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.MASSTEACHER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1913 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MASSACHUSETTS TEACHERS ASSOCIATION IS A MEMBER-DRIVEN ORGANIZATION, GOVERNED BY DEMOCRATIC PRINCIPLES, THAT ACCEPTS AND SUPPORTS THE INTERDEPENDENCE OF PROFESSIONALS AND UNIONISM. THE MTA PROMOTES THE USE OF ITS MEMBERS' COLLECTIVE POWERS TO ADVANCE THEIR PROFESSIONAL AND ECONOMIC INTERESTS. THE MTA IS COMMITTED TO HUMAN AND CIVIL RIGHTS AND ADVOCATES FOR QUALITY PUBLIC EDUCATION IN AN ENVIRONMENT IN WHICH LIFELONG LEARNING AND INNOVATION FLOURISH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 72 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 69 | VotingMembersIndependentCnt |
| Total Employee | 266 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $282,408 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $83,373 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $42,007,470 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $42,614,367 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,012,943 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,511,593 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,649,204 | PYOtherRevenueAmt |
| CY Other Revenue | $4,573,602 | CYOtherRevenueAmt |
| PY Total Revenue | $47,669,617 | PYTotalRevenueAmt |
| CY Total Revenue | $57,699,562 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,023,263 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,657,156 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,437,966 | PYOtherExpensesAmt |
| CY Other Expenses | $15,128,833 | CYOtherExpensesAmt |
| PY Total Expenses | $39,461,229 | PYTotalExpensesAmt |
| CY Total Expenses | $42,785,989 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,208,388 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,913,573 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,727,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,771,564 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,293,884 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,615,529 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,433,613 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,156,035 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MASSACHUSETTS TEACHERS ASSOCIATION IS A MEMBER-DRIVEN ORGANIZATION, GOVERNED BY DEMOCRATIC PRINCIPLES, THAT ACCEPTS AND SUPPORTS THE INTERDEPENDENCE OF PROFESSIONALS AND UNIONISM. THE MTA PROMOTES THE USE OF ITS MEMBERS' COLLECTIVE POWERS TO ADVANCE THEIR PROFESSIONAL AND ECONOMIC INTERESTS. THE MTA IS COMMITTED TO HUMAN AND CIVIL RIGHTS AND ADVOCATES FOR QUALITY PUBLIC EDUCATION IN AN ENVIRONMENT IN WHICH LIFELONG LEARNING AND INNOVATION FLOURISH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,092,844 | ExpenseAmt |
| Desc | ASSIST LOCAL ASSOCIATIONS IN COLLECTIVE BARGAINING PROCESS, INCLUDING THE RESOURCES AND EXPERTISE IN COLLECTIVE BARGAINING NEGOTIATIONS. SERVICES PROVIDED TO 400 LOCALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,008,838 | ExpenseAmt |
| Desc | ASSIST LOCAL ASSOCIATIONS IN PROTECTING MEMBERS' RIGHTS, INCLUDING CONTRACT INTERPRETATIONS, GRIEVANCE PROCESSING, AND ARBITRATION NEGOTIATIONS SERVICES PROVIDED TO 400 LOCALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,478,269 | ExpenseAmt |
| Desc | PAID MEDIA AND PUBLIC RELATIONS/ORGANIZING CAMPAIGNS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,079,210 | ExpenseAmt |
| Desc | OTHER PROGRAM EXPENSES INCLUDE THOSE SUPPORTING LOCAL ASSOCIATIONS AND MEMBERS, INCLUDING LEGAL, GOVERNMENTAL SERVICES, GRASSROOTS CAMPAIGNS, COMMUNICATIONS, GOVERNANCE AND ADMINISTRATION, EDUCATIONAL POLICY AND TRANING AND PROFESSIONAL LEARNING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $23,079,210 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $33,659,161 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 128 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 266 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 72 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 69 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN A CONWAY DIRECTOR FINANCE AND ACCOUNTING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6178788000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 HERITAGE DRIVE 8TH FLOOR | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02171 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (81 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BARBARA MADELONI | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $120,044 | $0 | $5,893 | ||
| ANN CLARKE | ||||||||
| EXECUTIVE DIRECTOR-TREASUR | 40.00 | Yes (X) | Yes (X) | $234,885 | $0 | $228,303 | ||
| BERNADETTE MARSO | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH M STAFFORD | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BEVERLY SACCOCIA | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE PAGE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE BOUDREAU | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN WEBSTER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER ZELLNER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN CLAWSON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNIE MCGEE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE DAVIS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN BALLWAY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RUTH ALLEN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GENE REIBER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SHIRLEY PEAKS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JEAN FAY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD OSTROWSKI | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JEAN SHERLOCK | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN DECICCO | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JUANITA SUAREZ-ESPINO | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LEN ZALAUSKAS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN MELTSAKOS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE VALK | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KERRY A COSTELLO | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TAMMY JOHNSON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SUE ANN DOHERTY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN E GORRIE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DALE FOREST | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAN RICHARDSON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SHANNON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MERRIE NAJIMY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA CUSICK | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD LISTON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT P BECKER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT V TRAVERS JR | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RON COLBERT | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSEMARY JEBARI | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE PREVOST | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON A CARLSON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SHEILA HANLEY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SHERYL R NORRIS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN D BAKER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET ANDERSON | ||||||||
| VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $52,124 | $0 | $3,684 | ||
| DONNA JOHNSON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARYANN ZIEMBA | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TIFFANY BACK | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN HOWARD | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PETE SCHOONMAKER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY EVERIDGE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ADELINE BEE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RENEE VIEIRA | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KARI WHITNEY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KIMRIC WELCH | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER LITCHFIELD | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC FORMAN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ALBA DEFAZIO-BINNEY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA KING | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JACQUELYN LAWRENCE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA VAGO | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CANDICE SHIVERS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CJ O'DONNELL | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LOIS POWERS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE MARSLAND | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CARL ERICSON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIK CHAMPY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JACKIE GORRIE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANA MARCUS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM SHEEHAN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GINGER ARMSTRONG | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL ZILLES | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GERRY RUANE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN LEE WEISSINGER | ||||||||
| GENERAL COUNSEL | 40.00 | $194,638 | $0 | $355,641 | Yes (X) | |||
| KATHLEEN CONWAY | ||||||||
| DIRECTOR, FINANCE & ACCOUN | 40.00 | $163,337 | $0 | $169,431 | Yes (X) | |||
| IRA FADER | ||||||||
| GENERAL COUNSEL | 40.00 | $164,063 | $0 | $324,059 | Yes (X) | |||
| JAMES SACKS | ||||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | $161,335 | $0 | $194,420 | Yes (X) | |||
| MARK SHEEHAN | ||||||||
| DIRECTOR OF AFFILIATE SERV | 40.00 | $165,640 | $0 | $0 | Yes (X) | |||
| JOANN BLUM | ||||||||
| DIRECTOR OF GOVERNMENT REL | 40.00 | $162,537 | $0 | $0 | Yes (X) | |||
| THEISS WINKLER | ||||||||
| FIELD REPRESENTATIVE | 40.00 | $162,614 | $0 | $0 | Yes (X) | |||
| JOEY HANSEN | ||||||||
| DIRECTOR OF HIGHER EDUCATI | 40.00 | $183,384 | $0 | $0 | Yes (X) | |||
| SANDRA QUINN | ||||||||
| DIRECTOR | 40.00 | $163,104 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,927,705 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,281,431 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SHAEVEL & KREMS | |||||
| 141 TREMONT STREET 3RD FLOOR | BOSTON | MA | 02111 | ATTORNEYS | $1,057,448 |
| SANDULLI GRACE | |||||
| 44 SCHOOL STREET SUITE 1100 | BOSTON | MA | 02108 | ATTORNEYS | $659,844 |
| THE PIVOT GROUP INC | |||||
| 2201 BROADWAY | OAKLAND | CA | 94612 | DESIGN/PRINTING | $422,233 |
| WHITE MOUNTAIN AUDIO VISUAL | |||||
| PO BOX 548 10 MOUNTONVILLE ROAD | CENTER OSSIPEE | NH | 03814 | AUDIO VISUAL SERVICES | $181,379 |
| LAW OFFICE OF SARAH GIBSON | |||||
| 73 TREMONT ST | CAMBRIDGE | MA | 02139 | ATTORNEYS | $166,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $42,614,367 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,614,367 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $42,614,367 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $755,021 | TotalRevenueColumnAmt |
| Exclusion | $755,021 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $58,075 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $174,636 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$116,561 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$116,561 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$116,561 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,988,448 | SecuritiesAmt |
| Other | $8,427,572 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $659,448 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,988,448 | SecuritiesAmt |
| Other | $7,768,124 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,756,572 | TotalRevenueColumnAmt |
| Exclusion | $9,756,572 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NEA UNISERVE | 541900 | $1,921,217 | $1,921,217 | |
| NEA LEGAL | 541900 | $1,484,223 | $1,484,223 | |
| MGMT & PERSONNEL FEE | 541900 | $146,141 | $146,141 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,138,582 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,002,315 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $136,267 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,690,163 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,699,562 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,905,561 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $282,408 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,511,593 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,877,913 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,765,420 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,122,341 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,671,452 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,220,030 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,217,701 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,480 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,967 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,222 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $768,999 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,861 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,075 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $799,924 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,878,792 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,636 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,408 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PUBLIC RELATIONS | $3,335,001 |
| LOCAL OFFICE SUPPORT | $1,624,108 |
| GOVERNMENT RELATIONS | $1,026,333 |
| AFFILIATE SERVICES | $501,120 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,226,206 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,785,989 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,204,230 | BOYAmt |
| EOY | $16,173,844 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,979,146 | BOYAmt |
| EOY | $8,336,668 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,108 | BOYAmt |
| EOY | $1,057,183 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,650,715 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,943,874 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,720,616 | BOYAmt |
| EOY | $1,706,841 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,282,231 | BOYAmt |
| EOY | $41,264,250 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,145,166 | BOYAmt |
| EOY | $1,232,778 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,727,497 | BOYAmt |
| EOY | $69,771,564 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,104,126 | BOYAmt |
| EOY | $6,960,451 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $897,811 | BOYAmt |
| EOY | $807,541 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,017 | BOYAmt |
| EOY | $270,060 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,931,930 | BOYAmt |
| EOY | $48,577,477 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,293,884 | BOYAmt |
| EOY | $56,615,529 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,433,613 | BOYAmt |
| EOY | $13,156,035 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,433,613 | BOYAmt |
| EOY | $13,156,035 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,727,497 | BOYAmt |
| EOY | $69,771,564 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $14,913,573 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,451,377 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,739,774 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $953,101 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $0 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $0 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Paid Internal FundsPaidInternalFundsAmt | Contributions Rcvd DlvrContributionsRcvdDlvrAmt |
|---|---|---|---|---|---|---|
| VOICE OF TEACHERS FOR EDUCATION | ||||||
| 2 HERITAGE DRIVE 8TH FLOOR | QUINCY | MA | 02171 | 041591200 | $0 | $500 |
| MASSACHUSETTS TEACHERS ASSOCIATION INDEPENDENT EXPENDITURE PAC | ||||||
| 2 HERITAGE DRIVE 8TH FLOOR | QUINCY | MA | 02171 | 464820113 | $0 | $2,631,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | POLITICAL ACTIVITIES THAT DO NOT CONSTITUTE AN "EXEMPT FUNCTION" AS DEFINED BY IRC 527, INCLUDING COMMUNICATIONS TO MEMBERS AND MEMBER ENGAGEMENT CONCERNING IDENTIFIABLE FEDERAL AND MASSACHUSETTS CANDIDATES AND EXPENSES FOR THE ADMINISTRATION AND FUNDRAISING FOR THE TAXPAYER'S SEPARATE SEGREGATED FUNDS. PART 1-C CONTINUATION FOR INCOMPLETE NAME/ADDRESS INFORMATION: MASSACHUSETTS TEACHERS ASSOCIATION INDEPENDENT EXPENDITURE PAC, 2 HERITAGE DRIVE, 8TH FLOOR, QUINCY, MA 02171 | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $228,724 | OtherCostOrOtherBasisAmt |
| Depreciation | $122,162 | DepreciationAmt |
| Book Value | $106,562 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,482,778 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,689,707 | DepreciationAmt |
| Book Value | $793,071 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $939,213 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,005 | DepreciationAmt |
| Book Value | $807,208 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,706,841 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED VACATION | $3,813,397 |
| ACCRUED PENSION | $33,965,510 |
| ACCRUED POST RETIREMENT HEALTH | $10,798,570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,577,477 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INCOME TAXES: MTA AND SUBSIDIARY ACCOUNT FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC INCOME TAXES. FASB ASC TOPIC INCOME TAXES PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT JUNE 30, 2015, MANAGEMENT OF MTAB AND SUBSIDIARY IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS TAKEN BY THE ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANN CLARKE | ||||||||||||||
| EXECUTIVE DIRECTOR-TREASUR | $234,885 | $0 | $0 | $0 | $0 | $0 | $192,682 | $0 | $35,621 | $0 | $463,188 | $0 | $0 | $0 |
| SUSAN LEE WEISSINGER | ||||||||||||||
| GENERAL COUNSEL | $194,638 | $0 | $0 | $0 | $0 | $0 | $341,595 | $0 | $14,046 | $0 | $550,279 | $0 | $0 | $0 |
| KATHLEEN CONWAY | ||||||||||||||
| DIRECTOR, FINANCE & ACCOUN | $163,337 | $0 | $0 | $0 | $0 | $0 | $157,893 | $0 | $11,538 | $0 | $332,768 | $0 | $0 | $0 |
| IRA FADER | ||||||||||||||
| GENERAL COUNSEL | $164,063 | $0 | $0 | $0 | $0 | $0 | $288,438 | $0 | $35,621 | $0 | $488,122 | $0 | $0 | $0 |
| JAMES SACKS | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS | $161,335 | $0 | $0 | $0 | $0 | $0 | $158,799 | $0 | $35,621 | $0 | $355,755 | $0 | $0 | $0 |
| MARK SHEEHAN | ||||||||||||||
| DIRECTOR OF AFFILIATE SERV | $165,640 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $165,640 | $0 | $0 | $0 |
| JOANN BLUM | ||||||||||||||
| DIRECTOR OF GOVERNMENT REL | $162,537 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $162,537 | $0 | $0 | $0 |
| THEISS WINKLER | ||||||||||||||
| FIELD REPRESENTATIVE | $162,614 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $162,614 | $0 | $0 | $0 |
| JOEY HANSEN | ||||||||||||||
| DIRECTOR OF HIGHER EDUCATI | $183,384 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $183,384 | $0 | $0 | $0 |
| SANDRA QUINN | ||||||||||||||
| DIRECTOR | $163,104 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $163,104 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS APPROXIMATELY 113,000 MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S MEMBERS ELECT THE DELEGATES, WHO REPRESENT THEM IN VOTING TO ELECT THE GOVERNING BODY, THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ANNUAL MEETING OF DELEGATES HAS THE RIGHT TO ADDRESS ANY ITEMS OR ACTIONS TAKEN BY THE BOARD DURING THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FORM 990 IS PROVIDED TO EACH BOARD MEMBER ALLOWING THEM AN OPPORTUNITY TO ADDRESS ANY QUESTIONS REGARDING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THERE IS AN ANNUAL UPDATE TO THE POLICY DOCUMENTED BY SIGNED STATEMENTS OF THE BOARD AND MANAGEMENT GROUP. |
| FORM 990, PART VI, SECTION B, LINE 15 | THERE IS A PERSONNEL SELECTION TEAM USED FOR MANAGEMENT AND KEY PERSONNEL HIRES. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | PENSION ADJUSTMENT -8,903,446. CURRENT YEAR SUBSIDIARY OPERATING INCOME 163,672. |
| FORM 990, PART XI, LINE 2C | THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR IN THE METHODS USED BY THE COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS CHILD INC | ||||||||||
| 2 HERITAGE DRIVE 8TH FLOOR | QUINCY | MA | 02171 | 141859485 | TO PROVIDE SUPPORT FOR STUDENTS OF MTA MEMBERS IN TIMES OF HARDSHIP | MA | 501(C)(3) | LINE 7 | MASSACHUSETTS TEACHERS ASSOCIATION | 0 |
| READING MATTERS INC | ||||||||||
| 2 HERITAGE DRIVE 8TH FLOOR | QUINCY | MA | 02171 | 043368761 | TO IMPROVE LITERACY IN MASSACHUSETTS | MA | 501(C)(3) | LINE 9 | MASSACHUSETTS TEACHERS ASSOCIATION | 0 |
| MASSACHUSETTS TEACHERS ASSOCIATION INDEPENDENT EXPENDITURE PAC | ||||||||||
| 2 HERITAGE DRIVE 8TH FLOOR | QUINCY | MA | 02171 | 484820113 | TO SUPPORT THE ELECTION OF PRO-PUBLIC EDUCATION CANDIDATES | MA | 527 | LINE 9 | MASSACHUSETTS TEACHERS ASSOCIATION | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS TEACHERS ASSOCIATION BENEFITS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 HERITAGE DRIVE 8TH FLOOR | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02171 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042455608 | EIN |
| Primary Activities | TO PROVIDE INSURANCE AND BENEFITS FOR MTA MEMBERS | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS TEACHERS ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $163,672 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,194,495 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MASSACHUSETTS TEACHERS ASSOCIATION BENEFITS INC | ||
| A | $56,652 | ACTIVITY BASED ROYALTY |
| MASSACHUSETTS TEACHERS ASSOCIATION BENEFITS INC | ||
| A | $23,766 | ACTIVITY BASED RENTS |
| MASSACHUSETTS TEACHERS ASSOCIATION BENEFITS INC | ||
| L | $59,300 | ACTIVITY BASED ADVERTISING SUPPOR |
| MASSACHUSETTS TEACHERS ASSOCIATION BENEFITS INC | ||
| L | $89,489 | ACTIVITY BASED ADMINISTRATIVE FEE |
| MASSACHUSETTS TEACHERS ASSOCIATION BENEFITS INC | ||
| M | $185,000 | ACTIVITY BASED MARKETING SERVICES |
| MASSACHUSETTS TEACHERS INDEPENDENT EXPENDITURE PAC | ||
| P | $2,983,103 | ACTIVITY BASED REIMBURSEMENT |