Civic Intelligence

Nea Members Insurance Trust

990 • Fiscal year 2019 • EIN 52-1126682

Sep 01, 2018 to Aug 31, 2019 • Filed on Jul 13, 2020

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

65th percentile

0.15x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

0.25x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Net Margin

55th percentile

4.8%

Higher net margin than 55% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

94th percentile

$481,233

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Asset Growth

14th percentile

-3.8%

Faster asset growth than 14% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-8.0%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$169,100,821

Down $6,712,121 (-3.8%) from 2018

Net Assets

Down

$143,723,247

Down $1,657,962 (-1.1%) from 2018

Liabilities

Down

$25,377,574

Down $5,054,159 (-17%) from 2018

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin55th percentile

Revenue

Down

$100,987,816

Down $8,722,635 (-8.0%) from 2018

Expenses

Down

$96,138,601

Down $5,734,759 (-5.6%) from 2018

Net Income

Down

$4,849,215

Down $2,987,876 (-38%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2019

Assets$169,100,821
Liabilities$25,377,574
Net Assets$143,723,247
Open 2019 Filing

Operations Trend

Revenue Growth17th 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

2019

Revenue$100,987,816
Expenses$96,138,601
Net Income$4,849,215
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 13, 2020
Return Version
2018v3.0
Gross Receipts
$159,045,879
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$145,381,209$143,723,247▼ $1,657,962
Investments in Publicly Traded Securities$146,530,288$141,111,679▼ $5,418,609
Investments Other Securities$15,399,768$15,007,168▼ $392,600
Savings and Temporary Cash Investments$9,746,904$9,386,425▼ $360,479
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$175,812,942$169,100,821▼ $6,712,121
Other Assets Total$4,135,982$3,595,549▼ $540,433
Liabilities
Deferred Revenue$15,952,482$12,019,454▼ $3,933,028
Other Liabilities$7,954,416$8,130,517▲ $176,101
Accounts Payable and Accrued Expenses$6,524,835$5,227,603▼ $1,297,232
Total Liabilities$30,431,733$25,377,574▼ $5,054,159
Net Assets / Fund Balance
Total Net Assets Fund Balance$145,381,209$143,723,247▼ $1,657,962
Total Liabilities and Net Assets / Fund Balance$175,812,942$169,100,821▼ $6,712,121

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$584,729--
Closely Held Equity Interests$0--
Financial Derivatives$0--
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Debra GoldbergTrustee
Dennis Van RoekelTrustee
Judy SchaubachTrustee
Kerrie DallmanTrustee
Mary Ann BlankenshipTrustee
Robert ChaninTrustee
Susan HussarTrustee
Tyrone HendrixTrustee
Princess MossChaiperson

Highest Paid Contractors

ContractorServicesLocationCompensation
Marsh Affinity Group ServicesInsurance Administration12421 Meredith Dr, Urbandale, IA 50398$5,479,028
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$90,550,214
Investment Income
$10,437,602
Other Revenue
$0
Change in Net Assets
$4,849,215

Audited Revenue Reconciliation

Revenue per Audited Statements
$100,987,816
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$12,707,838
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$113,695,654
Total Revenue per Form 990
$100,987,816
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,303,360
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---$71,835,241
Advertising---$17,006,510
Fees for Services Management---$3,894,690
Fees for Services Other---$2,290,461
Information Technology---$579,875
Fees for Service Investment Mgmnt Fees---$319,924
Office Expenses---$82,679
Fees for Services Legal---$66,640
Fees for Services Accounting---$48,000
Travel---$14,581
Total Functional Expenses$0$0$0$96,138,601

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$111,407,873
Total Expenses per Form 990$96,138,601
Expenses per Audited Statements$92,192,857
Expenses Not Reported on Form 990$19,215,016
Expenses Not Reported on Financial Statements$3,945,744
Other Expense Adjustments$3,945,744
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$6,771,000
Accrued Grace Period Reserve$1,316,388
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; 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; Tyrone Hendrix-775 North State Street, Jackson, MS 39202-3086.”

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
2020-07-13

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

“Retiree Health program premium revenue.”

Schedule D, Part XII, Line 2D

“Retiree Health Program premium expense”

Schedule D, Part XII, Line 4B

“Increase in Total Benefit Obligations”

Raw XML AppendixShowing 400 of 478 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/TitleTxt8Trustee
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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 Contrb-Pref. Term
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt087858294
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12691920
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt087858294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12691920
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt076588560
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt020151036
IRS990/PYOtherExpensesAmt025284800
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt089559415
IRS990/PYRevenuesLessExpensesAmt07837091
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0101873360
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0109710451
IRS990/ReconcilationRevenueExpnssAmt04849215
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
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/BOYAmt0145381209
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0143723247
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09746904
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09386425
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt00
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/ExpensesNotReportedAmt019215016
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03945744
IRS990ScheduleD/ExpensesSubtotalAmt092192857
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FinancialDerivativesGrp/BookValueAmt00
IRS990ScheduleD/FinancialDerivativesGrp/MethodValuationCd0F
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-6507178
IRS990ScheduleD/OtherExpensesIncludedAmt019215016
IRS990ScheduleD/OtherExpensesNotIncludedAmt03945744
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt043129
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16771000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21316388
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Incurred but unrevealed claims
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Accrued disability claims & reserves
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Accrued Grace Period Reserve
IRS990ScheduleD/OtherRevenueAmt019215016
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt013111378
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11311061
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2584729
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Ariel International DM/EM LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Hatteras Core Alternatives TEI Institutional Fund, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Artemis Real Estate Partners Fund III, LP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt012707838
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0100987816
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Retiree Health program premium revenue.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Retiree Health Program premium expense
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Increase 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/TotalBookValueSecuritiesAmt015007168
IRS990ScheduleD/TotalExpensesPerForm990Amt096138601
IRS990ScheduleD/TotalLiabilityAmt08130517
IRS990ScheduleD/TotalRevenuePerForm990Amt0100987816
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0113695654
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0111407873
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0256531
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt087261
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt058586
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt078855
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Princess Moss
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Chaiperson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0481233
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; 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; Tyrone Hendrix-775 North State Street, Jackson, MS 39202-3086.
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Washington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020036
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$169,100,821
Liabilities
$25,377,574
Net assets
$143,723,247
Revenue
$100,987,816
Expenses
$96,138,601
Net income
$4,849,215
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
2019Detailed filing. Detailed filing data is available for this year.$169$25.4$144$101$96.1$4.85
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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