2024-01-16T12:14:19-06:00 2023-08-31 853147045 JOHN T ENNIS CPA LLC 6455 S YOSEMITE STREET GREENWOOD VILLAGE CO 80111 990 2022-09-01 840614592 DISTRICT TWELVE EDUCATORS' ASSOCIATION DIST 3034573324 1235 W 124TH AVE 101 WESTMINSTER CO 802341725 DAVID R LOCKLEY PRESIDENT 3034573324 2024-01-16 1 DAVID LOCKLEY 999009999 0 JOHN T ENNIS CPA P00984967 7204566683 2024-01-16 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID R LOCKLEY 1235 W 124TH AVE 101 WESTMINSTER CO 802341725 374898 0 X WWW.DISTRICT12EA.ORG X CO THE ORGANIZATION IS A LABOR ORGANIZATION THAT ADVOCATES FOR THE INTERESTS OF PUBLIC EDUCATION EMPLOYEES AND PROMOTES QUALITY PUBLIC EDUCATION ON BEHALF OF THE MEMBERSHIP. 18 18 0 0 0 0 222459 242288 0 0 28736 18585 362 422 251557 261295 2750 0 0 0 24859 20787 0 0 0 168735 224203 196344 244990 55213 16305 1439106 1349382 107756 1155 1331350 1348227 THE ORGANIZATION IS A LABOR ORGANIZATION THAT ADVOCATES FOR THE INTERESTS OF PUBLIC EDUCATION EMPLOYEES AND PROMOTES QUALITY PUBLIC EDUCATION ON BEHALF OF THE MEMBERSHIP. 0 0 THE ORGANIZATION NEGOTIATED CONTRACTS ON BEHALF OF THE MEMBERSHIP, REPRESENTED THE MEMBERSHIP AT STATE AND FEDERAL ASSEMBLIES AND PROVIDED DIRECT SERVICES TO THE MEMBERS, SUCH AS TRAINING. 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X THE ORGANIZATION 3034573324 1235 W 124TH AVE 101 WESTMINSTER CO 802341725 DAVID LOCKLEY PRESIDENT 40.00 X X 104124 0 21608 ANNE NAMUTH SECRETARY 1.00 X X 0 0 0 STEVE LASH COORDINATOR 40.00 X X 41267 0 14260 ANDREA OVERTON EXECUTIVE MEMBER 1.00 X 0 0 0 FRAN STANDER EXECUTIVE MEMBER 1.00 X 0 0 0 HEATHER ESPINOSA EXECUTIVE MEMBER 1.00 X 0 0 0 CARRIE WEAVER EXECUTIVE MEMBER 1.00 X 0 0 0 MELISSA TAIGEN EXECUTIVE MEMBER 1.00 X 0 0 0 MARTY GUTIERREZ EXECUTIVE MEMBER 1.00 X 0 0 0 CHRIS PETERSON EXECUTIVE MEMBER 1.00 X 0 0 0 SUSANNE FELLWOCK EXECUTIVE MEMBER 1.00 X 0 0 0 VALERIE VIGIL EXECUTIVE MEMBER 1.00 X 0 0 0 MICHELLE PEARSON EXECUTIVE MEMBER 1.00 X 0 0 0 TRICIA LARUE EXECUTIVE MEMBER 1.00 X 0 0 0 JIM MADOLE EXECUTIVE MEMBER 1.00 X 0 0 0 KIMBERLY MCLACHLAN TREASURER 1.00 X X 0 0 0 DEBORAH BLAKE EXECUTIVE MEMBER 1.00 X 0 0 0 STUART SANKS EXECUTIVE MEMBER 1.00 X 0 0 0 145391 0 35868 1 0 0 1 0 242288 242288 24119 24119 108069 113603 -5534 -5534 -5534 CASH BACK REWARDS 900099 422 422 422 261295 0 0 19007 X 20787 6782 159551 719 307 15109 4 MEMBERSHIP EXPENSE 14123 PROF DEV - MEMBERS 10796 COMMUNITY AND EDUCATION 5735 AMERICAN EDUCATION WEEK 4146 6931 244990 319870 330783 123326 3950 995910 1014649 1439106 1349382 107176 580 1155 107756 1155 X 0 0 0 0 1331350 1348227 1331350 1348227 1439106 1349382 16305 7446 -6874 0 X 0 0 0 DTEA PACE 1235 W 124TH AVE 101 WESTMINSTER CO 80234 841101205 41450 1 1 0 SCHEDULE C, PART I-C, LINE 5 THE ASSOCIATION RECEIVES AMOUNTS FOR DTEA PACE AND THEN PROMPTLY AND DIRECTLY DELIVERS THE AMOUNTS TO DTEA PACE. A SMALL PORTION OF THE AMOUNT LISTED IS DIRECTLY DEPOSITED INTO DTEA PACE'S BANK ACCOUNT, BYPASSING THE ASSOCIATION. 0 CREDIT CARDS PAYABLE 1155 1155 0 0 0 DAVID LOCKLEY PRESIDENT 91804 0 0 0 12320 0 18387 0 3221 0 125732 0 0 0 STEVE LASH COORDINATOR 35800 0 0 0 5467 0 7661 0 6599 0 55527 0 0 0 FORM 990, SCHEDULE J, PART II THE PRESIDENT AND COORDINATOR ARE EMPLOYEES OF ADAMS TWELVE FIVE STAR SCHOOLS AND RECEIVE A W-2 AND BENEFITS, INCLUDING RETIREMENT AND HEALTH INSURANCE, FROM THE SCHOOL DISTRICT. THE ASSOCIATION REIMBURSES THE SCHOOL DISTRICT AT AN AGREED UPON RATE FOR THE SERVICES PROVIDED BY THE PRESIDENT AND COORDINATOR. FOR ADDITIONAL AMOUNTS PAID DIRECTLY BY THE ORGANIZATION TO THE PRESIDENT AND COORDINATOR, FORMS 1099 ARE ISSUED. AMOUNTS PAID TO THE OFFICERS DIRECTLY BY THE ORGANIZATION ARE REPORTED ON FORM 990, PART IX, LINE 5. THE TOTAL AMOUNT PAID BY THE ASSOCIATION TO THE DISTRICT FOR THE PRESIDENT AND COORDINATOR DURING FYE 8/31/22 WAS $159,551 THIS EXPENSE IS REPORTED ON FORM 990, PART IX, LINE 11G. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION IS AN EDUCATION LABOR ORGANIZATION CONSISTING OF SEVERAL CERTIFIED LICENSED EDUCATION PROFESSIONAL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF THE ORGANIZATION ARE ELIGIBLE TO VOTE FOR THE PRESIDENT AND THE EXECUTIVE TEAM. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE TEAM HAS A SELF REPORTING EXPECTATION AND IS REQUIRED TO BRING ANY CONFLICTS OF INTEREST TO THE ATTENTION OF THE REST OF THE EXECUTIVE TEAM. IN THE CASE OF ANY CONFLICT OF INTEREST THE MEMBER IS REQUIRED TO RECUSE THEMSELVES FROM THE RELATED DECISION. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G SALARY AND BENEFIT REIMBURSEMENT - ADAMS TWELVE 159,551. FORM 990, PART IX, LINE 11G, FEES FOR SERVICES, OTHER THE AMOUNT REPORTED ON LINE 11G FOR OTHER COMPENSATION FOR SERVICES IS THE AMOUNT PAID BY THE ORGANIZATION TO ADAMS TWELVE FIVE STAR SCHOOLS FOR THE SERVICES OF THE PRESIDENT AND COORDINATOR DURING THE FISCAL YEAR. (SEE SCHEDULE J PART III). DTEA PACE 1235 W 124TH 101 WESTMINSTER CO 80234 900921301 SUPPORTS STATE AND LOCAL CANDIDATES FOR PUBLIC OFFICE CO 527 DISTRICT TWELVE EDUCATORS' ASSOC 1 DTEA SCHOLARSHIP 1235 W 124TH 101 WESTMINSTER CO 80234 383979249 PROVIDES SCHOLARSHIPS TO GRADUATING SENIORS CO 501(C)(3) LINE 7 DISTRICT TWELVE EDUCATORS' ASSOC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 DTEA PACE R 41450 COLLECTION TRANSFERRED MONTHLY