Civic Intelligence

Nea Members Insurance Trust

990 • Fiscal year 2018 • EIN 52-1126682

Sep 01, 2017 to Aug 31, 2018 • Filed on Jun 12, 2019

Organization Profile

View Organization Page

c/o MBC 900 CLOPPER ROAD SUITE 300Gaithersburg, MD 20878

(301) 251-9600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

68th percentile

0.17x

Higher debt load relative to assets than 68% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.28x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Net Margin

61st percentile

7.1%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$450,100

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2018

Asset Growth

52nd percentile

2.0%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

13%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$175,812,942

Up $3,437,802 (+2.0%) from 2017

Net Assets

Up

$145,381,209

Up $3,423,188 (+2.4%) from 2017

Liabilities

Up

$30,431,733

Up $14,614 (+0.0%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin61st percentile

Revenue

Up

$109,710,451

Up $12,325,255 (+13%) from 2017

Expenses

Down

$101,873,360

Down $3,105,870 (-3.0%) from 2017

Net Income

Up

$7,837,091

Up $15,431,125 (+203%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2011: $129,052,840Liabilities 2011: $31,252,944Net Assets 2011: $97,799,8962011Assets 2012: $138,519,115Liabilities 2012: $30,893,689Net Assets 2012: $107,625,4262012Assets 2013: $152,877,108Liabilities 2013: $30,823,852Net Assets 2013: $122,053,2562013Assets 2014: $166,964,377Liabilities 2014: $28,650,561Net Assets 2014: $138,313,8162014Assets 2015: $159,666,197Liabilities 2015: $24,807,543Net Assets 2015: $134,858,6542015Assets 2016: $165,652,639Liabilities 2016: $25,879,728Net Assets 2016: $139,772,9112016Assets 2017: $172,375,140Liabilities 2017: $30,417,119Net Assets 2017: $141,958,0212017Assets 2018: $175,812,942Liabilities 2018: $30,431,733Net Assets 2018: $145,381,2092018Assets 2019: $169,100,821Liabilities 2019: $25,377,574Net Assets 2019: $143,723,2472019Assets 2020: $176,698,298Liabilities 2020: $28,211,018Net Assets 2020: $148,487,2802020Assets 2021: $192,678,262Liabilities 2021: $29,685,239Net Assets 2021: $162,993,0232021Assets 2022: $153,761,845Liabilities 2022: $23,573,721Net Assets 2022: $130,188,1242022Assets 2023: $132,885,298Liabilities 2023: $29,088,095Net Assets 2023: $103,797,2032023Assets 2024: $123,933,591Liabilities 2024: $23,666,656Net Assets 2024: $100,266,9352024

Highlighted filing

2018

Assets$175,812,942
Liabilities$30,431,733
Net Assets$145,381,209
Open 2018 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0-$50MExpenses 2011: $106,559,9472011Expenses 2012: $103,605,4442012Expenses 2013: $102,883,8002013Revenue 2014: $110,288,770Expenses 2014: $110,376,473Net Income 2014: -$87,7032014Revenue 2015: $98,149,746Expenses 2015: $89,796,679Net Income 2015: $8,353,0672015Revenue 2016: $96,731,029Expenses 2016: $95,553,117Net Income 2016: $1,177,9122016Revenue 2017: $97,385,196Expenses 2017: $104,979,230Net Income 2017: -$7,594,0342017Revenue 2018: $109,710,451Expenses 2018: $101,873,360Net Income 2018: $7,837,0912018Revenue 2019: $100,987,816Expenses 2019: $96,138,601Net Income 2019: $4,849,2152019Revenue 2020: $103,083,951Expenses 2020: $101,311,319Net Income 2020: $1,772,6322020Revenue 2021: $114,296,496Expenses 2021: $115,870,932Net Income 2021: -$1,574,4362021Revenue 2022: $108,316,678Expenses 2022: $110,025,657Net Income 2022: -$1,708,9792022Revenue 2023: $97,675,120Expenses 2023: $125,453,352Net Income 2023: -$27,778,2322023Revenue 2024: $102,704,192Expenses 2024: $104,470,050Net Income 2024: -$1,765,8582024

Highlighted filing

2018

Revenue$109,710,451
Expenses$101,873,360
Net Income$7,837,091
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jun 12, 2019
Return Version
2017v2.0
Gross Receipts
$198,366,353
Mission and Program Overview

Mission

To provide certain employee welfare benefits to National Education Association(NEA) members and their dependents, pursuant to the NEA Members Insurance Plan.

To provide certain employee welfare benefits to National Education Association (NEA) members and their dependents, pursuant to the NEA Members Insurance Plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$164,826,003$146,530,288▼ $18,295,715
Rtn Earn Endowment Incm Other Fnds$141,958,021$145,381,209▲ $3,423,188
Investments Other Securities$2,327,822$15,399,768▲ $13,071,946
Savings and Temporary Cash Investments$1,077,815$9,746,904▲ $8,669,089
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$172,375,140$175,812,942▲ $3,437,802
Other Assets Total$4,143,500$4,135,982▼ $7,518
Liabilities
Deferred Revenue$12,833,944$15,952,482▲ $3,118,538
Other Liabilities$9,113,097$7,954,416▼ $1,158,681
Accounts Payable and Accrued Expenses$8,470,078$6,524,835▼ $1,945,243
Total Liabilities$30,417,119$30,431,733▲ $14,614
Net Assets / Fund Balance
Total Net Assets Fund Balance$141,958,021$145,381,209▲ $3,423,188
Total Liabilities and Net Assets / Fund Balance$172,375,140$175,812,942▲ $3,437,802

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$27,430--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleBaseOtherTotal
Princess MossChairperson$253,658$196,442$450,100

Board Members and Trustees

NameTitle
Debra E GoldbergTrustee
Dennis Van RoekelTrustee
Gretchen DziadoszTrustee
Judy SchaubachTrustee
Kerrie DallmanTrustee
Mary Ann BlankenshipTrustee
Robert ChaninTrustee
Susan V HussarTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Marsh Affinity Group ServicesInsurance Administration12421 Meredith Dr, Urbandale, IA 50398$5,704,299
Buck ConsultantsActuarial500 Plaza Drive, Secaucus, NJ 07096$159,077
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$89,559,415
Investment Income
$20,151,036
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$7,837,091

Audited Revenue Reconciliation

Revenue per Audited Statements
$109,710,451
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$14,804,654
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$124,515,105
Total Revenue per Form 990
$109,710,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,284,800
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$76,588,560
Advertising---$17,093,815
Fees for Services Management---$4,333,117
Fees for Services Other---$2,709,374
Information Technology---$603,705
Fees for Service Investment Mgmnt Fees---$334,477
Office Expenses---$87,948
Fees for Services Legal---$67,079
Fees for Services Accounting---$35,000
Travel---$20,285
Total Functional Expenses$0$0$0$101,873,360

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$119,988,507
Total Expenses per Form 990$101,873,360
Expenses per Audited Statements$100,769,951
Expenses Not Reported on Form 990$19,218,556
Expenses Not Reported on Financial Statements$1,103,409
Other Expense Adjustments$1,103,409
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-1 common trustee/director100% reimbursed expensesNo$0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued disability claims & reserves$6,537,000
Accrued grace period reserve$1,374,287
Incurred but unrevealed claims$43,129
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 9

“Princess Moss-1201 16th Street Washington, DC 20036; Robert H. Chanin-5809 Nicholson Lane#1403, North Bethesda, MD 20852; Mary Ann Blankenship-3950 Fauquier Ave., Richmond, VA 23227; Kerrie Dallman-1500 Grant Street, Denver, CO 80203; Gretchen Dziadosz-1350 Kendale Blvd. East Lansing, MI 48823; Debra E. Goldberg-360 East 72nd Street, C2103, New York, NY 10021; Susan V. Hussar-7522 Walnut Hill Lane, Falls Church, VA 22042; Judy L. Schaubach-27845 Bay Shore Dr. NW, Isanti MN 55040; Dennis Van Roekel-6840 N 18th Street, Phoenix, AZ 85016”

Form 990, Part VI, Section B, Line 11B

“A copy of the final version of this Form 990 was e-mailed to all members of the organization's governing body(the Trustees) who were asked to review it before it was filed with IRS.”

Form 990, Part VI, Section B, Line 12C

“The organization annually advises all who perform services of the existence and substance of the policy, requires reporting by the staff of the service providers of compliance, and reviews actions of the staff regularly.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Nea Members Insurance Trust
EIN
52-1126682
Phone
3012519600
Address
c/o MBC 900 CLOPPER ROAD SUITE 300, GAITHERSBURG, MD 20878

Signing Officer

Name
Princess Moss
Title
Trustee/Chairperson
Phone
2028227478
Signed
2019-06-12

Organization Details

Principal Officer
Princess Moss
Formed
1978
Legal Domicile
Dc
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Schedule D, Part XI, Line 2D

“Schedule D, Part XI, Line 2d-Retiree Health program premium revenue”

Schedule D, Part XII, Line 2D

“Schedule D, Part XII, Line 2d-Retiree Health Program premium expense”

Schedule D, Part XII, Line 4B

“Schedule D, Part XII Line 4b-Increase in Total Benefit Obligations”

Raw XML AppendixShowing 400 of 492 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015219108
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4413903
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt087948
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04143500
IRS990/OtherAssetsTotalGrp/EOYAmt04135982
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt09113097
IRS990/OtherLiabilitiesGrp/EOYAmt07954416
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Princess Moss
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0NEA Member Contrib-Life/ADD
IRS990/ProgramServiceRevenueGrp/Desc1NEA Member Contrib-Pref Term
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt086607171
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12952244
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt086607171
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12952244
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt078595145
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08170165
IRS990/PYOtherExpensesAmt026384085
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt089215031
IRS990/PYRevenuesLessExpensesAmt0-7594034
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0104979230
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt097385196
IRS990/ReconcilationRevenueExpnssAmt07837091
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0141958021
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0145381209
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01077815
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09746904
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/ExpensesNotReportedAmt019218556
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01103409
IRS990ScheduleD/ExpensesSubtotalAmt0100769951
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4413903
IRS990ScheduleD/OtherExpensesIncludedAmt019218556
IRS990ScheduleD/OtherExpensesNotIncludedAmt01103409
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt043129
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16537000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21374287
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Incurred but unrevealed claims
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Accrued disability claims & reserves
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Accrued grace period reserve
IRS990ScheduleD/OtherRevenueAmt019218557
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt013730114
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11642224
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt227430
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REGISTERED INVESTMENT COMPANY ARIEL INTL DM EM FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PRIVATE EQUITY HATTERAS MS FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2REAL ESTATE AURORA OFF FD LTD II
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt014804654
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0109710451
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Schedule D, Part XI, Line 2d-Retiree Health program premium revenue
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Schedule D, Part XII, Line 2d-Retiree Health Program premium expense
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Schedule D, Part XII Line 4b-Increase in Total Benefit Obligations
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part XI, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part XII, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule D, Part XII, Line 4b
IRS990ScheduleD/TotalBookValueSecuritiesAmt015399768
IRS990ScheduleD/TotalExpensesPerForm990Amt0101873360
IRS990ScheduleD/TotalLiabilityAmt07954416
IRS990ScheduleD/TotalRevenuePerForm990Amt0109710451
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0124515105
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0119988507
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0253658
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt080258
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt040950
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt075234
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Princess Moss
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Chairperson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0450100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The organization relied on a related organization that used one or more of the methods described to establish the top management official's compensation.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J, Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0NEA's Member Benefits Corporation
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt01 common trustee/director
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0100% reimbursed expenses
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Princess Moss-1201 16th Street Washington, DC 20036; Robert H. Chanin-5809 Nicholson Lane#1403, North Bethesda, MD 20852; Mary Ann Blankenship-3950 Fauquier Ave., Richmond, VA 23227; Kerrie Dallman-1500 Grant Street, Denver, CO 80203; Gretchen Dziadosz-1350 Kendale Blvd. East Lansing, MI 48823; Debra E. Goldberg-360 East 72nd Street, C2103, New York, NY 10021; Susan V. Hussar-7522 Walnut Hill Lane, Falls Church, VA 22042; Judy L. Schaubach-27845 Bay Shore Dr. NW, Isanti MN 55040; Dennis Van Roekel-6840 N 18th Street, Phoenix, AZ 85016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the final version of this Form 990 was e-mailed to all members of the organization's governing body(the Trustees) who were asked to review it before it was filed with IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization annually advises all who perform services of the existence and substance of the policy, requires reporting by the staff of the service providers of compliance, and reviews actions of the staff regularly.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0520855767
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Marketing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0NEA Member Benefits Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0900 Clopper Road
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine2Txt0Suite 300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Gaithersburg
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd020878
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0National Education Association of the United States
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0530115260
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Labor Union
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01201 16th Street NW

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,812,942
Liabilities
$30,431,733
Net assets
$145,381,209
Revenue
$109,710,451
Expenses
$101,873,360
Net income
$7,837,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$124$23.7$100$103$104$1.77
2023Summary only. Only limited summary data is available for this year.$133$29.1$104$97.7$125$27.8
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$154$23.6$130$108$110$1.71
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$193$29.7$163$114$116$1.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$177$28.2$148$103$101$1.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$169$25.4$144$101$96.1$4.85
2018Detailed filing. Detailed filing data is available for this year.$176$30.4$145$110$102$7.84
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$172$30.4$142$97.4$105$7.59
2016Detailed filing. Detailed filing data is available for this year.$166$25.9$140$96.7$95.6$1.18
2015Detailed filing. Detailed filing data is available for this year.$160$24.8$135$98.1$89.8$8.35
2014Detailed filing. Detailed filing data is available for this year.$167$28.7$138$110$110$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$153$30.8$122$103
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$139$30.9$108$104
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$129$31.3$97.8$107