Civic Intelligence

National Education Association and Affiliate Retiree Health Plan

990 • Fiscal year 2018 • EIN 52-7073317

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 30, 2019

Organization ProfileN/A

View Organization Page

1201 16th Street NW No 410Washington, DC 20036-3290

(202) 822-7572

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

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

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

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

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$422,031

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

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

Asset Growth

43rd percentile

-1.2%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

94th percentile

75%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$154,275,195

Down $1,937,941 (-1.2%) from 2017

Net Assets

Down

$154,204,267

Down $1,980,042 (-1.3%) from 2017

Liabilities

Up

$70,928

Up $42,101 (+146%) from 2017

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin95th percentile

Revenue

Up

$30,920,367

Up $13,219,315 (+75%) from 2017

Expenses

Up

$10,346,209

Up $1,778,029 (+21%) from 2017

Net Income

Up

$20,574,158

Up $11,441,286 (+125%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$300M$200M$100M$0Assets 2010: $51,747,252Liabilities 2010: $46,192Net Assets 2010: $51,701,0602010Assets 2011: $55,960,668Liabilities 2011: $59,709Net Assets 2011: $55,900,9592011Assets 2012: $66,888,424Liabilities 2012: $246,824Net Assets 2012: $66,641,6002012Assets 2013: $88,285,598Liabilities 2013: $44,368Net Assets 2013: $88,241,2302013Assets 2014: $109,523,112Liabilities 2014: $23,266Net Assets 2014: $109,499,8462014Assets 2015: $117,656,151Liabilities 2015: $55,480Net Assets 2015: $117,600,6712015Assets 2016: $129,716,759Liabilities 2016: $30,769Net Assets 2016: $129,685,9902016Assets 2017: $156,213,136Liabilities 2017: $28,827Net Assets 2017: $156,184,3092017Assets 2018: $154,275,195Liabilities 2018: $70,928Net Assets 2018: $154,204,2672018Assets 2019: $195,528,505Liabilities 2019: $43,236Net Assets 2019: $195,485,2692019Assets 2020: $227,835,402Liabilities 2020: $18,975Net Assets 2020: $227,816,4272020Assets 2021: $261,867,910Liabilities 2021: $63,661Net Assets 2021: $261,804,2492021Assets 2022: $218,679,842Liabilities 2022: $71,224Net Assets 2022: $218,608,6182022Assets 2023: $248,670,361Liabilities 2023: $208,166Net Assets 2023: $248,462,1952023Assets 2024: $263,747,736Liabilities 2024: $109,468Net Assets 2024: $263,638,2682024

Highlighted filing

2018

Assets$154,275,195
Liabilities$70,928
Net Assets$154,204,267
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

$40M$30M$20M$10M$0Expenses 2010: $5,108,2842010Revenue 2011: $11,691,335Expenses 2011: $5,780,655Net Income 2011: $5,910,6802011Revenue 2012: $11,817,941Expenses 2012: $7,019,695Net Income 2012: $4,798,2462012Revenue 2013: $19,161,867Expenses 2013: $7,100,695Net Income 2013: $12,061,1722013Revenue 2014: $24,604,285Expenses 2014: $7,468,710Net Income 2014: $17,135,5752014Revenue 2015: $20,051,423Expenses 2015: $7,590,435Net Income 2015: $12,460,9882015Revenue 2016: $15,622,399Expenses 2016: $8,652,584Net Income 2016: $6,969,8152016Revenue 2017: $17,701,052Expenses 2017: $8,568,180Net Income 2017: $9,132,8722017Revenue 2018: $30,920,367Expenses 2018: $10,346,209Net Income 2018: $20,574,1582018Revenue 2019: $23,375,382Expenses 2019: $8,950,272Net Income 2019: $14,425,1102019Revenue 2020: $23,680,138Expenses 2020: $9,760,385Net Income 2020: $13,919,7532020Revenue 2021: $29,630,512Expenses 2021: $9,468,433Net Income 2021: $20,162,0792021Revenue 2022: $18,543,173Expenses 2022: $11,073,627Net Income 2022: $7,469,5462022Revenue 2023: $21,112,639Expenses 2023: $12,645,647Net Income 2023: $8,466,9922023Revenue 2024: $16,308,776Expenses 2024: $9,222,503Net Income 2024: $7,086,2732024

Highlighted filing

2018

Revenue$30,920,367
Expenses$10,346,209
Net Income$20,574,158
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$50,249,446
Mission and Program Overview

Mission

The plan is a welfare benefit plan for the exclusive purpose of providing retiree health benefits to retired employees of the national education association (nea) and its eligible participating state affiliates. Currently, arizona education association participates in the plan with nea. There were 670 retirees participating in the plan in 2020.

The plan is a welfare benefit plan for the exclusive purpose of providing retiree health benefits to retired employees of the national education association and its eligible participating state affiliates. Currently, arizona education association participates in the plan with nea.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$156,184,309$154,204,267▼ $1,980,042
Investments in Publicly Traded Securities$154,163,659$143,852,315▼ $10,311,344
Cash and Non-Interest-Bearing Accounts$1,536,400$9,336,330▲ $7,799,930
Accounts Receivable$513,077$1,086,550▲ $573,473
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$156,213,136$154,275,195▼ $1,937,941
Liabilities
Accounts Payable and Accrued Expenses$28,827$70,928▲ $42,101
Total Liabilities$28,827$70,928▲ $42,101
Net Assets / Fund Balance
Total Net Assets Fund Balance$156,184,309$154,204,267▼ $1,980,042
Total Liabilities and Net Assets / Fund Balance$156,213,136$154,275,195▼ $1,937,941
Compensation and Service Providers
Top Officer Pay92nd percentile

Board Members and Trustees

NameTitle
James TestermanTrustee
Margaret SleeperTrustee
Michael McphersonTrustee
Chaka DonaldsonPLAN ADMINISTRATOR SEP-DEC '18
Derrick JohnsonPLAN ADMINISTRATOR THRU AUG '18
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,389,510
Investment Income
$12,214,523
Other Revenue
$316,334
Change in Net Assets
$20,574,158

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,604,033
Revenue Not Reported on Financial Statements
$316,334
Revenue Not Reported on Form 990
$-22,554,200
Other Revenue Adjustments
$316,334
Total Revenue per Audited Statements
$8,049,833
Total Revenue per Form 990
$30,920,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$202,310
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---$10,143,899
Fees for Services Other---$80,564
Fees for Service Investment Mgmnt Fees---$51,828
Fees for Services Accounting---$37,000
Fees for Services Legal---$23,669
Insurance---$9,249
Total Functional Expenses$0$0$0$10,346,209

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,346,209
Total Expenses per Form 990$10,346,209
Total Expenses per Audited Statements$10,029,875
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-316,334
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
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 B, Line 11B

“Prior to filing the irs form 990 a copy of the return is provided to the plan administrator and each trustee.”

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

“On an annual basis the organization distributes a memo reminding all personnel about the conflict of interest policy. A complete copy of the conflict of interest policy is maintained on the organization's intranet and is available to all personnel.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statement are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
National Education Association and
EIN
52-7073317
Phone
2028227572
Address
1201 16TH STREET NW NO 410, WASHINGTON, DC 20036-3290

Signing Officer

Name
Chaka Donaldson
Title
Plan Administrator
Phone
2028227572
Signed
2019-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chaka Donaldson
Formed
2000
Legal Domicile
Dc
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2018 and 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2015.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Medicare part d subsidy 316,334.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Medicare part d subsidy -316,334.”

Raw XML AppendixShowing 400 of 451 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 AND 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MEDICARE PART D SUBSIDY 316,334.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2MEDICARE PART D SUBSIDY -316,334.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt010346209
IRS990ScheduleD/TotalRevenuePerForm990Amt030920367
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08049833
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010029875
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt08673
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt17695
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt27024
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt47024
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0247796
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1215272
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2174451
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3124153
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4198122
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0113738
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt168200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt280073
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt332808
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt461098
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt038647
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt143730
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt238816
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt318294
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt433092
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt013177
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt115353
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt252052
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt41352
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL MCPHERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JAMES TESTERMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DERRICK JOHNSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3MARGARET SLEEPER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4CHAKA DONALDSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2PLAN ADMINISTRATOR THRU AUG '18
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4PLAN ADMINISTRATOR SEP-DEC '18
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0422031
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1350250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2352416
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3175255
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4300688
IRS990ScheduleJ/SeverancePaymentInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0DERRICK JOHNSON RECEIVED A SEVERANCE PAYMENT OF $38,596.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4A
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING THE IRS FORM 990 A COPY OF THE RETURN IS PROVIDED TO THE PLAN ADMINISTRATOR AND EACH TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON AN ANNUAL BASIS THE ORGANIZATION DISTRIBUTES A MEMO REMINDING ALL PERSONNEL ABOUT THE CONFLICT OF INTEREST POLICY. A COMPLETE COPY OF THE CONFLICT OF INTEREST POLICY IS MAINTAINED ON THE ORGANIZATION'S INTRANET AND IS AVAILABLE TO ALL PERSONNEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ARIZONA EDUCATION ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0530115260
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1860002685
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01201 16TH STREET NW SUITE 410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1345 EAST PALM LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020036
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd185004
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE NATIONAL EDUCATION ASSOCIATION SHARES ONE EMPLOYEE WHO PROVIDES ACCOUNTING SERVICES FOR THE RETIREE HEALTH PLAN. IT IS ESTIMATED THAT THE EMPLOYEE SPENDS APPROXIMATELY 25% OF HER TIME WORKING ON THE HEALTH PLAN. THE HEALTH PLAN DOES NOT REIMBURSE NEA FOR THIS EXPENSE WHICH IS ESTIMATED TO BE LESS THAN $50,000.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PART V, LINE 1O
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt018325150
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt164360
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUARIAL VALUATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUARIAL VALUATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ARIZONA EDUCATION ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0156213136
IRS990/TotalAssetsEOYAmt0154275195
IRS990/TotalAssetsGrp/BOYAmt0156213136
IRS990/TotalAssetsGrp/EOYAmt0154275195
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt010346209
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt028827
IRS990/TotalLiabilitiesEOYAmt070928
IRS990/TotalLiabilitiesGrp/BOYAmt028827
IRS990/TotalLiabilitiesGrp/EOYAmt070928
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0156184309
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0154204267
IRS990/TotalOtherCompensationAmt0528496
IRS990/TotalProgramServiceRevenueAmt018389510
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012214523
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018705844
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030920367
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$154,275,195
Liabilities
$70,928
Net assets
$154,204,267
Revenue
$30,920,367
Expenses
$10,346,209
Net income
$20,574,158
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$264$0.11$264$16.3$9.22$7.09
2023Summary only. Only limited summary data is available for this year.$249$0.21$248$21.1$12.6$8.47
2022Summary only. Only limited summary data is available for this year.$219$0.07$219$18.5$11.1$7.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$262$0.06$262$29.6$9.47$20.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$228$0.02$228$23.7$9.76$13.9
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$196$0.04$195$23.4$8.95$14.4
2018Detailed filing. Detailed filing data is available for this year.$154$0.07$154$30.9$10.3$20.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$156$0.03$156$17.7$8.57$9.13
2016Summary only. Only limited summary data is available for this year.$130$0.03$130$15.6$8.65$6.97
2015Summary only. Only limited summary data is available for this year.$118$0.06$118$20.1$7.59$12.5
2014Summary only. Only limited summary data is available for this year.$110$0.02$109$24.6$7.47$17.1
2013Summary only. Only limited summary data is available for this year.$88.3$0.04$88.2$19.2$7.10$12.1
2012Summary only. Only limited summary data is available for this year.$66.9$0.25$66.6$11.8$7.02$4.80
2011Summary only. Only limited summary data is available for this year.$56.0$0.06$55.9$11.7$5.78$5.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.7$0.05$51.7$5.11
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