Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
Liabilities / Revenue
83rd percentile
Higher debt load relative to revenue than 83% of similar nonprofits.
Net Margin
10th percentile
Higher net margin than 10% of similar nonprofits.
Top Officer Pay
93rd percentile
Higher top officer pay than 93% of similar nonprofits.
Top officer pay equals 0.5% of source-year revenue.
Asset Growth
5th percentile
Faster asset growth than 5% of similar nonprofits.
Revenue Growth
12th percentile
Faster revenue growth than 12% of similar nonprofits.
Assets
Flat$132,885,298
Flat from 2023
Net Assets
Flat$103,797,203
Flat from 2023
Liabilities
Flat$29,088,095
Flat from 2023
Revenue
Flat$97,675,120
Flat from 2023
Expenses
Flat$125,453,352
Flat from 2023
Net Income
Flat-$27,778,232
Flat from 2023
To provide certain employee welfare benefits to National Education Association(NEA) members and their dependents, pursuant to the NEA Members Insurance Plan.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $118,345,694 | $106,735,924 | ▼ $11,609,770 |
| Rtn Earn Endowment Incm Other Fnds | $130,188,124 | $103,797,203 | ▼ $26,390,921 |
| Investments Other Securities | $14,924,326 | $16,538,209 | ▲ $1,613,883 |
| Savings and Temporary Cash Investments | $14,899,604 | $1,756,110 | ▼ $13,143,494 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $153,761,845 | $132,885,298 | ▼ $20,876,547 |
| Other Assets Total | $5,592,221 | $7,855,055 | ▲ $2,262,834 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $5,795,162 | $13,637,246 | ▲ $7,842,084 |
| Deferred Revenue | $11,646,576 | $9,914,190 | ▼ $1,732,386 |
| Other Liabilities | $6,131,983 | $5,536,659 | ▼ $595,324 |
| Total Liabilities | $23,573,721 | $29,088,095 | ▲ $5,514,374 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $130,188,124 | $103,797,203 | ▼ $26,390,921 |
| Total Liabilities and Net Assets / Fund Balance | $153,761,845 | $132,885,298 | ▼ $20,876,547 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $22,090 | - | - |
| Other Securities | $9,641,351 | - | - |
| Name | Title |
|---|---|
| Noel Candelaria | Chairperson |
| Debra Goldberg | Trustee |
| Denise Specht | Trustee |
| Dennis Van Roekel | Trustee |
| Judy Schaubach | Trustee |
| Mary Ann Blankenship | Trustee |
| Robert Chanin | Trustee |
| Susan Hussar | Trustee |
| Tyrone Hendrix | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Pearl Insurance Group LLC | Insurance Administration | 1200 E Glen Avenue, 500 GRANT STREET, Peoria Heights, IL 61616 | $4,527,468 |
| Amba | Insurance Administration | 6034W Courtyard Dr Ste 300, Austin, TX 78730 | $3,798,115 |
| Buck Global LLC | Actuarial/Insurance consulting | PO Box 207640, Dallas, TX 75320 | $247,573 |
| Bny Mellon Assets Servicing | Investment Management | ONE BNY MELLON CENTER ROOM 1015, Pittsburgh, PA 15258 | $110,412 |
| - | Legal | 1920 L Street NW, Washington, DC 20036 | $105,879 |
| Line Item | Amount |
|---|---|
| Other Expenses | $30,374,585 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $95,078,767 |
| Advertising | - | - | - | $21,746,096 |
| Fees for Services Management | - | - | - | $3,934,837 |
| Fees for Services Other | - | - | - | $2,864,953 |
| Office Expenses | - | - | - | $729,910 |
| Information Technology | - | - | - | $572,026 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $368,626 |
| Fees for Services Legal | - | - | - | $105,879 |
| Fees for Services Accounting | - | - | - | $44,000 |
| Travel | - | - | - | $8,258 |
| Total Functional Expenses | $0 | $0 | $0 | $125,453,352 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $138,240,838 |
| Total Expenses per Form 990 | $125,453,352 |
| Expenses per Audited Statements | $120,025,912 |
| Expenses Not Reported on Form 990 | $18,214,926 |
| Expenses Not Reported on Financial Statements | $5,427,440 |
| Other Expense Adjustments | $5,427,440 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Accrued Disab Cl. Res. | $3,862,000 |
| Accrued Grace Period Reserve | $1,530,125 |
| Payable for Securities Purchased | $144,534 |
“Noel Candelaria-1201 16th Street Washington,DC 20036; Robert H. Chanin-5809 NicholsonLane#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 800 Troy-Schenectady Road, Latham, NY 12110; Susan V. Hussar-7522 Walnut HillLane, 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.”
“A copy of the final version of the form 990 was emailed to all members of the organization's governing body (the Trustees) who were asked to review it before it was filed with the IRS.”
“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.”
“No documents available to the public.”
“The Plan follows authoritative guidance for uncertainty in income taxes included in ASC Topic Income Taxes.These provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more than likely not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The Plan performed an evaluation of uncertain tax positions for the years ended August 31, 2023 and 2022, and determined that there were no matters that would require recognition in the financial statements. As of August 31, 2023, the statutes of limitations for the tax years 2019 through 2021 remains open with the U.S. Federal jurisdiction where a return is filed.”
“Retiree Health program premium revenue”
“Retiree Health program premium expense”
“- Change in Total Benefit Obligations”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 5795162 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 13637246 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | To provide certain employee welfare benefits to National Education Association(NEA) members and their dependents, pursuant to the NEA Members Insurance Plan. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 21746096 |
| IRS990/AllOtherContributionsAmt | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 95078767 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Christine Tarrago |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3012519600 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | c/o MB 900 CLOPPER ROAD SUITE 300 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | GAITHERSBURG |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MD |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20878 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 5 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 4527468 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 247573 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 110412 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 3798115 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 105879 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 1200 E Glen Avenue |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | PO Box 207640 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | ONE BNY MELLON CENTER ROOM 1015 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | 6034W Courtyard Dr Ste 300 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | 1920 L Street NW |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt | 0 | 500 GRANT STREET |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | Peoria Heights |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | Dallas |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | PITTSBURGH |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | Austin |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 4 | Washington |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | TX |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | PA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | TX |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 4 | DC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 61616 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 75320 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 15258 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 78730 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 20036 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | PEARL INSURANCE GROUP LLC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | Buck Global LLC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | BNY MELLON ASSETS SERVICING |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 3 | AMBA |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 0 | Mooney Green |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Insurance Administration |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | Actuarial/Insurance consulting |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | INVESTMENT MANAGEMENT |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | Insurance Administration |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | Legal |
| IRS990/ContriRptFundraisingEventAmt | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 95078767 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 8174852 |
| IRS990/CYOtherExpensesAmt | 0 | 30374585 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 89500268 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -27778232 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 125453352 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 97675120 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 11646576 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 9914190 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | To provide voluntarily purchase life and accidental death and dismemberment insurance to the 3 million NEA members and their dependents. Provide the Complimentary Life program at no cost to the members. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonatedServicesAndUseFcltsAmt | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FederatedCampaignsAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 44000 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 105879 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 3934837 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 2864953 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 368626 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 36.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 124320 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Noel Candelaria |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Robert Chanin |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Mary Ann Blankenship |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Debra Goldberg |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Tyrone Hendrix |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Susan Hussar |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Judy Schaubach |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Denise Specht |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Dennis Van Roekel |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 365093 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Chairperson |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1978 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/FundraisingAmt | 0 | 0 |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 3474129 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 9 |
| IRS990/GovernmentGrantsAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/OtherAmt | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 104465878 |
| IRS990/GrossReceiptsAmt | 0 | 198666869 |
| IRS990/GrossRentsGrp/PersonalAmt | 0 | 0 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 0 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt | 0 | 0 |
| IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 572026 |
| IRS990/InvestmentExpenseAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 4700723 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 4700723 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 14924326 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 16538209 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 118345694 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 106735924 |
| IRS990/IRPDocumentCnt | 0 | 1 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | DC |
| IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt | 0 | 0 |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 100991749 |
| IRS990/LessRentalExpensesGrp/PersonalAmt | 0 | 0 |
| IRS990/LessRentalExpensesGrp/RealAmt | 0 | 0 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembershipDuesAmt | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | To provide certain employee welfare benefits to National Education Association(NEA) members and their dependents, pursuant to the NEA Members Insurance Plan. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 130188124 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 103797203 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 3474129 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 3474129 |
| IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1387311 |
| IRS990/NoncashContributionsAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 729910 |
| IRS990/OfficerMailingAddressInd | 0 | 1 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 5592221 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 7855055 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 6131983 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 5536659 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | NOEL CANDELARIA |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | 0 |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | NEA MEMBER CONTRB- PREF-TERM |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | NEA MEMBER CONTRB-LIFE/ADD |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 1 | 0 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1939527 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 87560741 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1939527 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 87560741 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 83588566 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 13854130 |
| IRS990/PYOtherExpensesAmt | 0 | 26437091 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 94462548 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -1708979 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 110025657 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 108316678 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -27778232 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/RelatedOrganizationsAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/PersonalAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 1 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 130188124 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 103797203 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 14899604 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1756110 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/DonatedServicesAndUseFcltsAmt | 0 | 0 |
| IRS990ScheduleD/DonatedServicesUseFcltsAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 18214926 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 5427440 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 120025912 |
| IRS990ScheduleD/FederalIncomeTaxLiabilityAmt | 0 | 0 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 0 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 0 |
| IRS990ScheduleD/LossesReportedAmt | 0 | 0 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 1387310 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 23340 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 1 | 66467 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 2 | 205948 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 3 | 311 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 4 | -633889 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 5 | 5093900 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 6 | 3080112 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 7 | -3224 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 8 | 22090 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | Receivable for Securities Sold |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | Accrued Dividends |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 2 | Accrued Interest |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 3 | Travel Advance |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 4 | MN Unallocated Assets |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 5 | MN Pref Term Life Receivable |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 6 | Group Life & AD&D Contributions Receivable - PEARL |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 7 | Group Life & AD&D Contributions Receivable |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 8 | Due to/from United American |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 18214926 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 5427440 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 144534 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 3862000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 1530125 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Payable for Securities Purchased |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Accrued Disab Cl. Res. |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | Accrued Grace Period Reserve |
| IRS990ScheduleD/OtherRevenueAmt | 0 | 18214926 |
| IRS990ScheduleD/OtherRevenuesNotIncludedAmt | 0 | 0 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 4079112 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 314543 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 2 | 2503203 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 3 | 9641351 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | ARTEMIS RE PTNRS FUND III LP |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | HATTERAS CORE ALTERNATIVES TE |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | STEPSTONE DIVERSITY I |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 3 | ARIEL INTERNATIONAL DM/EM LLC |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 3 | F |
| IRS990ScheduleD/PriorYearAdjustmentsAmt | 0 | 0 |
| IRS990ScheduleD/RecoveriesPriorYearGrantsAmt | 0 | 0 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 19602236 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 97675120 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | The Plan follows authoritative guidance for uncertainty in income taxes included in ASC Topic Income Taxes.These provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more than likely not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The Plan performed an evaluation of uncertain tax positions for the years ended August 31, 2023 and 2022, and determined that there were no matters that would require recognition in the financial statements. As of August 31, 2023, the statutes of limitations for the tax years 2019 through 2021 remains open with the U.S. Federal jurisdiction where a return is filed. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | Retiree Health program premium revenue |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | Retiree Health program premium expense |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 3 | - Change in Total Benefit Obligations |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Schedule D, Part X, Line 2 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Schedule D, Part XI, Line 2d |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Schedule D, Part XII, Line 2d |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Schedule D, Part XII, Line 4b |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 7855055 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 16538209 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 125453352 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 5536659 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 97675120 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 117277356 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 138240838 |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 279730 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 82704 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 41616 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 85364 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | Noel Candelaria |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | Chairperson |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 489414 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.
Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)9 • $100M-$250M nonprofits
Irvine, CA
View Organization501(c)9
Revenue vs current organization
103% higherAssets vs current organization
About the sameAugusta, ME
View Organization501(c)9
Revenue vs current organization
103% higherAssets vs current organization
14% lowerDallas, TX
View Organization501(c)9
Revenue vs current organization
104% higherAssets vs current organization
27% lowerSacramento, CA
View Organization501(c)9
Revenue vs current organization
102% higherAssets vs current organization
35% higher