2016-05-13T13:20:57-05:00 2015-06-30 043121055 KIRKLAND ALBRECHT & FREDRICKSON LLC 10 FORBES ROAD WEST BRAINTREE MA 02184 990 2014-07-01 041591200 MASSACHUSETTS TEACHERS ASSOCIATION INC MASS 6178788000 2 HERITAGE DRIVE 8TH FLOOR QUINCY MA 02171 ANN CLARKE EXECUTIVE DIRECTOR 6178788000 2016-05-10 1 MICHAEL HINCHEY P00451160 7813562000 2016-05-10 2014 2016-08-17 19:52:53Z X ANN CLARKE 2 HERITAGE DRIVE 8TH FLOOR QUINCY MA 02171 58533646 0 X WWW.MASSTEACHER.ORG X 1913 MA 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. 72 69 266 0 282408 83373 0 0 42007470 42614367 1012943 10511593 4649204 4573602 47669617 57699562 0 0 0 0 26023263 27657156 0 0 0 13437966 15128833 39461229 42785989 8208388 14913573 56727497 69771564 48293884 56615529 8433613 13156035 X 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. 0 0 3092844 ASSIST LOCAL ASSOCIATIONS IN COLLECTIVE BARGAINING PROCESS, INCLUDING THE RESOURCES AND EXPERTISE IN COLLECTIVE BARGAINING NEGOTIATIONS. SERVICES PROVIDED TO 400 LOCALS. 4008838 ASSIST LOCAL ASSOCIATIONS IN PROTECTING MEMBERS' RIGHTS, INCLUDING CONTRACT INTERPRETATIONS, GRIEVANCE PROCESSING, AND ARBITRATION NEGOTIATIONS SERVICES PROVIDED TO 400 LOCALS. 3478269 PAID MEDIA AND PUBLIC RELATIONS/ORGANIZING CAMPAIGNS 23079210 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. 23079210 33659161 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 128 0 1 266 1 1 1 0 0 0 0 0 0 0 X 72 69 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 0 1 1 0 MA X KATHLEEN A CONWAY DIRECTOR FINANCE AND ACCOUNTING 6178788000 2 HERITAGE DRIVE 8TH FLOOR QUINCY MA 02171 BARBARA MADELONI PRESIDENT 40.00 X X 120044 0 5893 ANN CLARKE EXECUTIVE DIRECTOR-TREASUR 40.00 X X 234885 0 228303 BERNADETTE MARSO BOARD MEMBER 5.00 X 0 0 0 BETH M STAFFORD BOARD MEMBER 5.00 X 0 0 0 BEVERLY SACCOCIA BOARD MEMBER 5.00 X 0 0 0 BONNIE PAGE BOARD MEMBER 5.00 X 0 0 0 CATHERINE BOUDREAU BOARD MEMBER 5.00 X 0 0 0 LYNN WEBSTER BOARD MEMBER 5.00 X 0 0 0 CHRISTOPHER ZELLNER BOARD MEMBER 5.00 X 0 0 0 DAN CLAWSON BOARD MEMBER 5.00 X 0 0 0 DONNIE MCGEE BOARD MEMBER 5.00 X 0 0 0 MICHELLE DAVIS BOARD MEMBER 5.00 X 0 0 0 KAREN BALLWAY BOARD MEMBER 5.00 X 0 0 0 RUTH ALLEN BOARD MEMBER 5.00 X 0 0 0 GENE REIBER BOARD MEMBER 5.00 X 0 0 0 SHIRLEY PEAKS BOARD MEMBER 5.00 X 0 0 0 JEAN FAY BOARD MEMBER 5.00 X 0 0 0 TODD OSTROWSKI BOARD MEMBER 5.00 X 0 0 0 JEAN SHERLOCK BOARD MEMBER 5.00 X 0 0 0 JOHN DECICCO BOARD MEMBER 5.00 X 0 0 0 JUANITA SUAREZ-ESPINO BOARD MEMBER 5.00 X 0 0 0 LEN ZALAUSKAS BOARD MEMBER 5.00 X 0 0 0 KATHLEEN MELTSAKOS BOARD MEMBER 5.00 X 0 0 0 ELAINE VALK BOARD MEMBER 5.00 X 0 0 0 KERRY A COSTELLO BOARD MEMBER 5.00 X 0 0 0 TAMMY JOHNSON BOARD MEMBER 5.00 X 0 0 0 SUE ANN DOHERTY BOARD MEMBER 5.00 X 0 0 0 STEPHEN E GORRIE BOARD MEMBER 5.00 X 0 0 0 DALE FOREST BOARD MEMBER 5.00 X 0 0 0 JOAN RICHARDSON BOARD MEMBER 5.00 X 0 0 0 MICHAEL SHANNON BOARD MEMBER 5.00 X 0 0 0 MERRIE NAJIMY BOARD MEMBER 5.00 X 0 0 0 REBECCA CUSICK BOARD MEMBER 5.00 X 0 0 0 RICHARD LISTON BOARD MEMBER 5.00 X 0 0 0 ROBERT P BECKER BOARD MEMBER 5.00 X 0 0 0 ROBERT V TRAVERS JR BOARD MEMBER 5.00 X 0 0 0 RON COLBERT BOARD MEMBER 5.00 X 0 0 0 ROSEMARY JEBARI BOARD MEMBER 5.00 X 0 0 0 NICOLE PREVOST BOARD MEMBER 5.00 X 0 0 0 SHARON A CARLSON BOARD MEMBER 5.00 X 0 0 0 SHEILA HANLEY BOARD MEMBER 5.00 X 0 0 0 SHERYL R NORRIS BOARD MEMBER 5.00 X 0 0 0 SUSAN D BAKER BOARD MEMBER 5.00 X 0 0 0 JANET ANDERSON VICE PRESIDENT 40.00 X X 52124 0 3684 DONNA JOHNSON BOARD MEMBER 5.00 X 0 0 0 MARYANN ZIEMBA BOARD MEMBER 5.00 X 0 0 0 TIFFANY BACK BOARD MEMBER 5.00 X 0 0 0 LYNN HOWARD BOARD MEMBER 5.00 X 0 0 0 PETE SCHOONMAKER BOARD MEMBER 5.00 X 0 0 0 NANCY EVERIDGE BOARD MEMBER 5.00 X 0 0 0 ADELINE BEE BOARD MEMBER 5.00 X 0 0 0 RENEE VIEIRA BOARD MEMBER 5.00 X 0 0 0 KARI WHITNEY BOARD MEMBER 5.00 X 0 0 0 KIMRIC WELCH BOARD MEMBER 5.00 X 0 0 0 HEATHER LITCHFIELD BOARD MEMBER 5.00 X 0 0 0 ERIC FORMAN BOARD MEMBER 5.00 X 0 0 0 ALBA DEFAZIO-BINNEY BOARD MEMBER 5.00 X 0 0 0 DEBRA KING BOARD MEMBER 5.00 X 0 0 0 JACQUELYN LAWRENCE BOARD MEMBER 5.00 X 0 0 0 LAURA VAGO BOARD MEMBER 5.00 X 0 0 0 CANDICE SHIVERS BOARD MEMBER 5.00 X 0 0 0 CJ O'DONNELL BOARD MEMBER 5.00 X 0 0 0 LOIS POWERS BOARD MEMBER 5.00 X 0 0 0 LESLIE MARSLAND BOARD MEMBER 5.00 X 0 0 0 CARL ERICSON BOARD MEMBER 5.00 X 0 0 0 ERIK CHAMPY BOARD MEMBER 5.00 X 0 0 0 JACKIE GORRIE BOARD MEMBER 5.00 X 0 0 0 DIANA MARCUS BOARD MEMBER 5.00 X 0 0 0 TIM SHEEHAN BOARD MEMBER 5.00 X 0 0 0 GINGER ARMSTRONG BOARD MEMBER 5.00 X 0 0 0 MICHAEL ZILLES BOARD MEMBER 5.00 X 0 0 0 GERRY RUANE BOARD MEMBER 5.00 X 0 0 0 SUSAN LEE WEISSINGER GENERAL COUNSEL 40.00 X 194638 0 355641 KATHLEEN CONWAY DIRECTOR, FINANCE & ACCOUN 40.00 X 163337 0 169431 IRA FADER GENERAL COUNSEL 40.00 X 164063 0 324059 JAMES SACKS DIRECTOR OF COMMUNICATIONS 40.00 X 161335 0 194420 MARK SHEEHAN DIRECTOR OF AFFILIATE SERV 40.00 X 165640 0 0 JOANN BLUM DIRECTOR OF GOVERNMENT REL 40.00 X 162537 0 0 THEISS WINKLER FIELD REPRESENTATIVE 40.00 X 162614 0 0 JOEY HANSEN DIRECTOR OF HIGHER EDUCATI 40.00 X 183384 0 0 SANDRA QUINN DIRECTOR 40.00 X 163104 0 0 1927705 0 1281431 11 0 1 0 SHAEVEL & KREMS 141 TREMONT STREET 3RD FLOOR BOSTON MA 02111 ATTORNEYS 1057448 SANDULLI GRACE 44 SCHOOL STREET SUITE 1100 BOSTON MA 02108 ATTORNEYS 659844 THE PIVOT GROUP INC 2201 BROADWAY OAKLAND CA 94612 DESIGN/PRINTING 422233 WHITE MOUNTAIN AUDIO VISUAL PO BOX 548 10 MOUNTONVILLE ROAD CENTER OSSIPEE NH 03814 AUDIO VISUAL SERVICES 181379 LAW OFFICE OF SARAH GIBSON 73 TREMONT ST CAMBRIDGE MA 02139 ATTORNEYS 166286 5 MEMBERSHIP DUES 900099 42614367 42614367 42614367 755021 755021 58075 174636 -116561 -116561 -116561 1988448 8427572 0 659448 1988448 7768124 9756572 9756572 NEA UNISERVE 541900 1921217 1921217 NEA LEGAL 541900 1484223 1484223 MGMT & PERSONNEL FEE 541900 146141 146141 1138582 1002315 136267 4690163 57699562 46905561 282408 10511593 1877913 14765420 5122341 4671452 1220030 2217701 37480 250967 132222 768999 350861 494075 799924 1878792 353636 131408 PUBLIC RELATIONS 3335001 LOCAL OFFICE SUPPORT 1624108 GOVERNMENT RELATIONS 1026333 AFFILIATE SERVICES 501120 1226206 42785989 18204230 16173844 8979146 8336668 396108 1057183 3650715 1943874 1720616 1706841 26282231 41264250 1145166 1232778 56727497 69771564 6104126 6960451 897811 807541 360017 270060 40931930 48577477 48293884 56615529 X 8433613 13156035 8433613 13156035 56727497 69771564 X 14913573 -1451377 -8739774 X X 0 1 X 1 0 953101 0 0 0 0 0 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 2631459 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 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 228724 122162 106562 2482778 1689707 793071 939213 132005 807208 1706841 ACCRUED VACATION 3813397 ACCRUED PENSION 33965510 ACCRUED POST RETIREMENT HEALTH 10798570 48577477 X PART X, LINE 2: 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. X X X X 0 0 0 ANN CLARKE EXECUTIVE DIRECTOR-TREASUR 234885 0 0 0 0 0 192682 0 35621 0 463188 0 0 0 SUSAN LEE WEISSINGER GENERAL COUNSEL 194638 0 0 0 0 0 341595 0 14046 0 550279 0 0 0 KATHLEEN CONWAY DIRECTOR, FINANCE & ACCOUN 163337 0 0 0 0 0 157893 0 11538 0 332768 0 0 0 IRA FADER GENERAL COUNSEL 164063 0 0 0 0 0 288438 0 35621 0 488122 0 0 0 JAMES SACKS DIRECTOR OF COMMUNICATIONS 161335 0 0 0 0 0 158799 0 35621 0 355755 0 0 0 MARK SHEEHAN DIRECTOR OF AFFILIATE SERV 165640 0 0 0 0 0 0 0 0 0 165640 0 0 0 JOANN BLUM DIRECTOR OF GOVERNMENT REL 162537 0 0 0 0 0 0 0 0 0 162537 0 0 0 THEISS WINKLER FIELD REPRESENTATIVE 162614 0 0 0 0 0 0 0 0 0 162614 0 0 0 JOEY HANSEN DIRECTOR OF HIGHER EDUCATI 183384 0 0 0 0 0 0 0 0 0 183384 0 0 0 SANDRA QUINN DIRECTOR 163104 0 0 0 0 0 0 0 0 0 163104 0 0 0 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. 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