Civic Intelligence

Nea Members Insurance Trust

990 • Fiscal year 2020 • EIN 52-1126682

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 02, 2021

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

69th percentile

0.16x

Higher debt load relative to assets than 69% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

0.27x

Higher debt load relative to revenue than 83% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Net Margin

42nd percentile

1.7%

Higher net margin than 42% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$498,531

Higher top officer pay than 93% of similar nonprofits.

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Asset Growth

36th percentile

4.5%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

2.1%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$176,698,298

Up $7,597,477 (+4.5%) from 2019

Net Assets

Up

$148,487,280

Up $4,764,033 (+3.3%) from 2019

Liabilities

Up

$28,211,018

Up $2,833,444 (+11%) from 2019

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin42nd percentile

Revenue

Up

$103,083,951

Up $2,096,135 (+2.1%) from 2019

Expenses

Up

$101,311,319

Up $5,172,718 (+5.4%) from 2019

Net Income

Down

$1,772,632

Down $3,076,583 (-63%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2020

Assets$176,698,298
Liabilities$28,211,018
Net Assets$148,487,280
Open 2020 Filing

Operations Trend

Revenue Growth58th 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

2020

Revenue$103,083,951
Expenses$101,311,319
Net Income$1,772,632
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 2, 2021
Return Version
2019v5.0
Gross Receipts
$241,866,699
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$143,723,247$148,487,280▲ $4,764,033
Investments in Publicly Traded Securities$141,111,679$143,496,942▲ $2,385,263
Savings and Temporary Cash Investments$9,386,425$15,621,257▲ $6,234,832
Investments Other Securities$15,007,168$13,073,097▼ $1,934,071
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$169,100,821$176,698,298▲ $7,597,477
Other Assets Total$3,595,549$4,507,002▲ $911,453
Liabilities
Deferred Revenue$12,019,454$12,240,556▲ $221,102
Accounts Payable and Accrued Expenses$5,227,603$8,292,290▲ $3,064,687
Other Liabilities$8,130,517$7,678,172▼ $452,345
Total Liabilities$25,377,574$28,211,018▲ $2,833,444
Net Assets / Fund Balance
Total Net Assets Fund Balance$143,723,247$148,487,280▲ $4,764,033
Total Liabilities and Net Assets / Fund Balance$169,100,821$176,698,298▲ $7,597,477

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$861,117--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleOtherTotal
Princess MossChairperson$498,531$498,531

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
MercerInsurance Administration12421 Meredith Dr, Urbandale, IA 50398$5,891,522
Buck Global LLCActuarial/Insurance consultingPO Box 207640, Dallas, TX 75320$116,666
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$91,867,445
Investment Income
$11,172,250
Other Revenue
$44,256
Change in Net Assets
$1,772,632

Audited Revenue Reconciliation

Revenue per Audited Statements
$103,083,951
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$21,827,831
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$124,911,782
Total Revenue per Form 990
$103,083,951
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,358,746
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---$74,952,573
Advertising---$18,278,933
Fees for Services Management---$4,334,890
Fees for Services Other---$2,626,720
Information Technology---$552,657
Fees for Service Investment Mgmnt Fees---$352,333
Office Expenses---$99,345
Fees for Services Legal---$63,659
Fees for Services Accounting---$41,500
Travel---$8,709
Total Functional Expenses$0$0$0$101,311,319

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$120,566,382
Expenses per Audited Statements$101,729,952
Total Expenses per Form 990$101,311,319
Expenses Not Reported on Form 990$18,836,430
Expenses Not Reported on Financial Statements$-418,633
Other Expense Adjustments$-418,633
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued disability claims & reserves$6,529,000
Accrued Grace Period Reserve$1,125,519
Payable for Securities Purchased$23,653
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 35% controlled entity
No
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; Debra E. Goldberg-360 East 72nd Street,C2103, New York, NY 10021;Tyrone Hendrix-775 North State Street, Jackson, MS 39202; Susan V. Hussar-7522 Walnut Hill Lane,Falls Church, VA 22042; Judy L. Schaubach-27845 Bay Shore Dr.NW, Isanti MN 55040; Denise Specht-41 Sherburne Ave, St. Paul, MN 55103; 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
Noel Candelaria
Title
Trustee/Chairperson
Phone
2028227230
Signed
2021-07-02

Organization Details

Principal Officer
Noel Candelaria
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 X, Line 2

“Accrued Disability Claims and reserves”

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

“Change in Total Benefit Obligations”

Raw XML AppendixShowing 400 of 481 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
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
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IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02991401
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt099345
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03595549
IRS990/OtherAssetsTotalGrp/EOYAmt04507002
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt08130517
IRS990/OtherLiabilitiesGrp/EOYAmt07678172
IRS990/OtherRevenueTotalAmt044256
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Noel Candelaria
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0NEA Member Contrb-Pref. Term
IRS990/ProgramServiceRevenueGrp/Desc1NEA member Contrib-Life/ADD
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02451686
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt189415759
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02451686
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt189415759
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt071835241
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010437602
IRS990/PYOtherExpensesAmt024303360
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt090550214
IRS990/PYRevenuesLessExpensesAmt04849215
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt096138601
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0100987816
IRS990/ReconcilationRevenueExpnssAmt01772632
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0143723247
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0148487280
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09386425
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015621257
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/ExpensesNotReportedAmt018836430
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-418633
IRS990ScheduleD/ExpensesSubtotalAmt0101729952
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02991401
IRS990ScheduleD/OtherExpensesIncludedAmt018836430
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-418633
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06529000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11125519
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt223653
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued disability claims & reserves
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Accrued Grace Period Reserve
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Payable for Securities Purchased
IRS990ScheduleD/OtherRevenueAmt018836430
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt010774707
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11437273
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2861117
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ARIEL INTL DM EM FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ARTEMIS RE PTNRS FUND III LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2HATTERAS CORE ALTRNATIVES TEI
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt021827831
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0103083951
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accrued Disability Claims and reserves
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Retiree Health program premium revenue
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Retiree Health program premium expense
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Change in Total Benefit Obligations
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part XI, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule D, Part XII, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule D, Part XII, Line 4b
IRS990ScheduleD/TotalBookValueSecuritiesAmt013073097
IRS990ScheduleD/TotalExpensesPerForm990Amt0101311319
IRS990ScheduleD/TotalLiabilityAmt07678172
IRS990ScheduleD/TotalRevenuePerForm990Amt0103083951
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0124911782
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0120566382
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0259707
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt081770
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt057679
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt099375
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Princess Moss
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Chaiperson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0498531
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
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; Debra E. Goldberg-360 East 72nd Street,C2103, New York, NY 10021;Tyrone Hendrix-775 North State Street, Jackson, MS 39202; Susan V. Hussar-7522 Walnut Hill Lane,Falls Church, VA 22042; Judy L. Schaubach-27845 Bay Shore Dr.NW, Isanti MN 55040; Denise Specht-41 Sherburne Ave, St. Paul, MN 55103; 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/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Marketing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0NEA Member Benefits
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/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,698,298
Liabilities
$28,211,018
Net assets
$148,487,280
Revenue
$103,083,951
Expenses
$101,311,319
Net income
$1,772,632
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
2020Detailed filing. Detailed filing data is available for this year.$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
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