2024-05-11T23:13:56-05:00 2023-08-31 351489521 GREENWALT CPAS INC 5342 W VERMONT STREET INDIANAPOLIS IN 46224 990 2022-09-01 351148612 INDIANA STATE TEACHERS ASSOCIATION INDI 3172633400 150 W MARKET ST SUITE 900 INDIANAPOLIS IN 462042875 DIANA REED TREASURER TREASURER 3172633400 2024-05-11 DIANA REED TREASURER 999009999 0 JOHN W KELLER CPA P01329619 3172412999 2024-05-11 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DIANA REED 150 W MARKET ST SUITE 900 INDIANAPOLIS IN 462042875 26170750 0 X WWW.ISTA-IN.ORG X 1968 IN INDIANA STATE TEACHERS ASSOCIATION (ISTA) IS A PROFESSIONAL ASSOCIATION WHOSE GOALS ARE THE CONTINUED IMPROVEMENT OF EDUCATIONAL OPPORTUNITIES FOR THE YOUTH OF INDIANA AND TO IMPROVE THE PROFESSIONAL STATUS OF SCHOOL EMPLOYEES. 39 36 79 10000 995344 686216 16327613 16251397 3621653 1976420 361166 539537 2163130 2249875 22473562 21017229 0 0 0 0 11257082 12416512 0 0 0 6650636 7402057 17907718 19818569 4565844 1198660 36026795 39328223 9906049 11424032 26120746 27904191 X INDIANA STATE TEACHERS ASSOCIATION (ISTA) IS A PROFESSIONAL ASSOCIATION WHOSE GOALS ARE THE CONTINUED IMPROVEMENT OF EDUCATIONAL OPPORTUNITIES FOR THE YOUTH OF INDIANA AND TO IMPROVE THE PROFESSIONAL STATUS OF SCHOOL EMPLOYEES. 0 0 ISTA HAS NEARLY 40,000 MEMBERS STATE WIDE. ISTA PROVIDES PROFESSIONAL ASSISTANCE AND TECHNICAL SUPPORT FOR LOCAL BARGAINING TEAMS, EXPERT LEGAL ADVICE AND REPRESENTATION AND QUALITY PROFESSIONAL DEVELOPMENT AT LITTLE OR NO COST. ISTA'S INFLUENCE IS RECOGNIZED IN THE GENERAL ASSEMBLY AND IN STATE EDUCATION POLICY MAKING. ISTA HAS OBTAINED LANDMARK GAINS FOR HOOSIER EDUCATORS, INCLUDING COLLECTIVE BARGAINING, EARLY RETIREMENT, PREGNANCY LAW LEAVE AND PROTECTION FOR SCHOOL EMPLOYEES AGAINST ASSAULT. ISTA'S GOVERNMENT RELATIONS ACTIVITIES CONTINUE TO ADDRESS LEGISLATION AND OTHER FUNCTIONS WHICH INCLUDE: LEGISLATION-TO LOBBY LEGISLATORS AND THE EXECUTIVE BRANCH TO ENACT APPROPRIATIONS AND LAWS TO STRENGTHEN AND PROTECT PUBLIC EDUCATION; TO PARTICIPATE IN COALITIONS TO ADVANCE THE CAUSE OF PUBLIC EDUCATION; AGENCY RELATIONS-TO ADVOCATE ACCURATE AND HELPFUL AGENCY INTERPRETATION AND ENFORCEMENT OF LAWS, COURT CASES, AND REGULATIONS ON MATTERS AFFECTING PUBLIC SCHOOLS AND THEIR EMPLOYEES. AGENCIES INCLUDE (BUT ARE NOT LIMITED TO): STATE BOARD OF EDUCATION AND DEPARTMENT OF EDUCATION; INDIANA EDUCATION EMPLOYMENT RELATIONS BOARD AND AGENCY; INDIANA PUBLIC RETIREMENT SYSTEM INCLUDING THE TEACHERS RETIREMENT FUND. POLITICAL EDUCATION AND ACTION- TO RESEARCH AND COLLECT CANDIDATE INFORMATION TO SHARE WITH MEMBERS; TO FACILITATE MEMBER INVOLVEMENT IN THE POLITICAL PROCESS AS DELEGATES AND PARTY OFFICIALS; TO REGISTER AND TURN OUT MEMBERS TO VOTE; TO COLLECT AND DISBURSE VOLUNTARY POLITICAL ACTION DOLLARS SEPARATE FROM DUES TO ELECT FRIENDS OF PUBLIC EDUCATION TO OFFICE. ISTA STRIVES TO DEVELOP, FACILITATE AND CONDUCT PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR TEACHERS AND ADMINISTRATORS WITHIN THE STATE OF INDIANA. ISTA IS COMMITTED TO: STRENGTHENING THE COMMITMENT TO PROFESSIONAL DEVELOPMENT AS A TOOL TO IMPROVE STUDENT LEARNING; MODELING HIGH QUALITY DEVELOPMENT PRACTICES; PROMOTING COLLABORATION AMONG EDUCATIONAL CONSTITUENTS, INSTITUTIONS AND ORGANIZATIONS; INCREASING TEACHER KNOWLEDGE AND SKILLS; AND ENHANCING TEACHER LEADERSHIP. 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 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 1 0 1 33 0 79 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 39 36 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN X JENNIFER CLUTTER 3172633350 150 WEST MARKET STREET SUITE 900 INDIANAPOLIS IN 46204 KEITH GAMBILL PRESIDENT 50.00 X X 215616 0 63146 DIANA REED TREASURER (JULY-AUG 23); DIRECTOR (SEPT22-JULY23) 20.00 X X 0 0 0 KRISTINA SHULTZ DIRECTOR (7/15/23-8/31/23) 2.50 X 0 0 0 DENNIS STERRETT DIRECTOR 2.50 X 0 0 0 CHARLES FOSTER DIRECTOR 2.50 X 0 0 0 LINDA LUCY DIRECTOR 2.50 X 0 0 0 SHAWN HILL DIRECTOR 2.50 X 0 0 0 NICOLE HARRIS DIRECTOR 2.50 X 0 0 0 REBECCA KNIGHT DIRECTOR 2.50 X 0 0 0 CHRISTINA ALLEN DIRECTOR (9/1/22-7/14/23) 2.50 X 0 0 0 JESSICA FARLOW DIRECTOR (7/15/23-8/31/23) 2.50 X 0 0 0 BEVERLY DOUGHTY DIRECTOR 2.50 X 0 0 0 KIMBERLY PATTERSON DIRECTOR 2.50 X 0 0 0 PHILLIP WARD DIRECTOR 2.50 X 0 0 0 ANTHONY DEAN DIRECTOR 2.50 X 0 0 0 CONNER MCNEELY DIRECTOR 2.50 X 0 0 0 ROSA VASQUEZ DIRECTOR 2.50 X 0 0 0 DEWAYNE RICHMOND DIRECTOR 2.50 X 0 0 0 TIAUNA WASHINGTON DIRECTOR 2.50 X 0 0 0 JENNIFER SMITH-MARGRAF VICEPRES (JULY-AUG23) DIRECTOR (SEPT22-JULY23) 20.00 X X 6790 0 0 JENNIFER LAUGHLIN TREASURER (SEPT 22-JULY2023);DIRECTOR (JULY-AUG23) 2.50 X 0 0 0 RANDALL STUDT DIRECTOR 2.50 X 0 0 0 PAUL FARMER DIRECTOR 2.50 X 0 0 0 LACY HAWKINS DIRECTOR 2.50 X 0 0 0 RAEANN WINTIN DIRECTOR 2.50 X 0 0 0 SHELBY PHELPS DIRECTOR 2.50 X 0 0 0 ALISON WEST-THOMPSON DIRECTOR 2.50 X 0 0 0 TERESA COLLIER DIRECTOR 2.50 X 0 0 0 TIM WHITAKER DIRECTOR 2.50 X 0 0 0 LISA LOCKE DIRECTOR 2.50 X 0 0 0 AMY MITCHELL DIRECTOR 2.50 X 0 0 0 BETTY BATLINER DIRECTOR (ESP) 2.50 X 0 0 0 DUSTIN BAILEY DIRECTOR (HIGHER EDUCATION) 2.50 X 0 0 0 GINGER CALHOUN DIRECTOR (RETIRED) 2.50 X 0 0 0 KAREN WARBLE DIRECTOR (RETIRED) (5/1/23-8/31/23) 2.50 X 0 0 0 IAN GAMROTH ISTA CAREER EDUCATOR AT LARGE (9/1/22-4/26/23) 2.50 X 0 0 0 JOHN MCLAUGHLIN DIRECTOR (NEA BOARD OF DIRECTORS) 2.50 X 0 0 0 ROSILAND JACKSON DIRECTOR (MINORITY AT-LARGE) 7/15/23-8/31/23) 2.50 X 0 0 0 SHAINA LIV LESCANO DIRECTOR (MINORITY AT-LARGE) 2.50 X 0 0 0 GIANNA MIROWSKI DIRECTOR (MINORITY AT-LARGE) 2.50 X 0 0 0 JESSICA RAMIREZ DIRECTOR (NEA BOARD OF DIRECTORS) 2.50 X 0 0 0 DOUG TAYLOR VICE PRESIDENT (9/1/22-7/14/23) 20.00 X X 6790 0 0 ALLISON ANDREWS ASPIRING ED(9/1/22-5/23/23) 2.50 X 0 0 0 HANNAH NIX ASPIRING ED(5/24/23-8/31/23) 2.50 X 0 0 0 SHERYL MATHIS EXECUTIVE DIRECTOR (7/21/23-8/31/23) 50.00 X 0 0 0 DAN HOLUB EXECUTIVE DIRECTOR (9/1/22-7/16/23) 50.00 X 183140 0 78379 JENNIFER CLUTTER CFO 50.00 X 160472 0 91028 KIM FIDLER PSO 50.00 X 135243 0 58510 KIM CLEMENTS-JOHNSON MANAGER 50.00 X 160500 0 90686 SANDRA STEELE MANAGER 50.00 X 160052 0 73608 COREY KERN MANAGER 50.00 X 155941 0 89859 STEVEN BRACE PSO 50.00 X 140136 0 29126 1324680 0 574342 8 1 1 0 0 16127193 124204 16251397 NEA PROJECT INCOME 1950336 1950336 LEGAL FEE RECOVERIES 24914 24914 REGISTRATION FEES 1170 1170 1976420 1110876 1110876 4582182 5153521 -571339 -571339 -571339 AMERICAN FIDELITY INCOME 1734461 872724 861737 SECURITY BENEFIT INCOME 498412 365975 132437 MISCELLANEOUS INCOME 9617 8447 1170 7385 7385 2249875 21017229 3230951 995344 539537 696733 7580877 1472374 2047175 619353 901863 49463 282878 423706 514487 786701 474414 181256 181442 167346 UBI INCOME TAX EXPENSE 179766 MISCELLANEOUS 670298 PROFESSIONAL DEVELOPMEN 587569 INSURANCE TRUST RESERVE 500000 1500868 19818569 10144773 8953996 17103105 7905051 358907 436110 618627 590148 2103525 1186446 282834 917079 7518549 17423006 0 3102833 36026795 39328223 3010171 2374784 899591 676397 5996287 8372851 9906049 11424032 X 26120746 27904191 26120746 27904191 36026795 39328223 1198660 584785 0 X X 0 1 X 1 0 INDIANA POLITICAL ACTION COMMITTEE FOR EDUCATION 150 WEST MARKET STREET INDIANAPOLIS IN 46204 351712876 713000 NEA FUND FOR CHILDREN AND PUBLIC EDUCATION 1201 16TH ST WASHINGTON DC 20036 3794 PART I-A, LINE 1: ISTA COLLECTS VOLUNTARY PAC CONTRIBUTIONS FROM SOME OF ITS MEMBERS THROUGH ITS DUES COLLECTION PROCESS WHICH ARE DESIGNATED FOR THE INDIANA POLITICAL ACTION COMMITTEE FOR EDUCATION AND NEA FUND FOR CHILDREN AND PUBLIC EDUCATION, SECTION 527 POLITICAL ORGANIZATIONS. 144831 138196 6635 1958694 1048250 910444 917079 OPERATING LEASE - RIGHT-OF-USE ASSETS 3102833 3102833 NOTE PAYABLE - NEA 4388356 DUES PAYABLE - NEA 638973 DUE TO AFFILIATED ENTITIES 19198 INCOME TAX PAYABLE 9300 OPERATING LEASE 3233491 FINANCE LEASE 83533 8372851 X 1 1 X X X 0 0 0 KEITH GAMBILL PRESIDENT 166344 0 0 0 49272 0 29943 0 33203 0 278762 0 0 0 DAN HOLUB EXECUTIVE DIRECTOR (9/1/22-7/16/23) 181474 0 0 0 1666 0 32665 0 45714 0 261519 0 0 0 JENNIFER CLUTTER CFO 158724 0 0 0 1748 0 28571 0 62457 0 251500 0 0 0 KIM CLEMENTS-JOHNSON MANAGER 158724 0 0 0 1776 0 28571 0 62115 0 251186 0 0 0 COREY KERN MANAGER 154241 0 0 0 1700 0 27764 0 62095 0 245800 0 0 0 SANDRA STEELE MANAGER 156482 0 0 0 3570 0 28167 0 45441 0 233660 0 0 0 KIM FIDLER PSO 135192 0 0 0 51 0 24874 0 33636 0 193753 0 0 0 STEVEN BRACE PSO 135192 0 0 0 4944 0 24335 0 4791 0 169262 0 0 0 PART I, LINE 1A HOUSING PAID FOR PRESIDENT BASED ON ISTA BOARD POLICY. THE PRESIDENT RECEIVES A HOUSING ALLOWANCE IF CERTAIN CRITERIA ARE MET; THE ENTIRE AMOUNT IS TAXABLE INCOME TO THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 6 ISTA HAS MEMBERS WHO VOLUNTARILY JOIN AND PAY DUES. FORM 990, PART VI, SECTION A, LINE 7A THE ISTA BOARD OF DIRECTORS IS COMPRISED OF TWO MEMBERS FROM EACH DISTRICT PLUS REPRESENTATIVES FROM OTHER GROUPS (I.E. RETIRED, STUDENTS, ETC.) THE MEMBERS FROM EACH DISTRICT ARE ELECTED BY THAT DISTRICT. FORM 990, PART VI, SECTION A, LINE 7B THE ISTA REPRESENTATIVE ASSEMBLY (RA) IS COMPOSED OF DELEGATES ELECTED BY LOCAL AFFILIATES. THE RA IS THE LEGISLATIVE BODY OF THE ASSOCIATION AND AS SUCH, THE ASSEMBLY FORMULATES POLICIES, APPROVES ARTICLES OF INCORPORATION AND BYLAW AMENDMENTS, CONDUCTS THE BUSINESS AFFAIRS OF THE ASSOCIATION, AND HAS ALL OTHER POWERS AND DUTIES SPECIFICALLY PROVIDED TO IT BY OTHER ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE TREASURER AND THE BOARD OF DIRECTORS, THEN THE TREASURER SIGNS THE RETURN FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS MONITORED BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED BY THE BOARD MANAGEMENT PERSONNEL COMMITTEE, A COMMITTEE OF THE ISTA BOARD OF DIRECTORS, AND APPROVED BY THE BOARD OF DIRECTORS. THE ISTA PRESIDENT'S SALARY IS DETERMINED BY ISTA BOARD POLICY. MANAGEMENT AND MANAGEMENT SUPPORT PERSONNEL COMPENSATION IS DETERMINED BY THE EXECUTIVE DIRECTOR. ALL OTHER EMPLOYEE COMPENSATION IS DETERMINED BY COLLECTIVE BARGAINING AGREEMENTS WHICH ARE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO ALL ISTA MEMBERS AND ARE NOT GENERALLY AVAILABLE TO THE OVERALL PUBLIC. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ISTA INSURANCE TRUST 150 WEST MARKET STREET INDIANAPOLIS IN 46204 311151545 TO PROVIDE GROUP FRINGE BENEFITS TO SCHOOL EMPLOYEES OF INDIANA. IN 501(C)(9) ISTA 1 ISTA FOUNDATION FOR THE IMPROVEMENT OF EDUCATION 150 WEST MARKET STREET INDIANAPOLIS IN 46204 311162335 CONTRIBUTE TO THE GENERAL EDUCATION AND TRAINING OF TEACHERS IN 501(C)(3) 509(A)(2) ISTA 1 INDIANA POLITICAL ACTION COMMITTEE FOR EDUCATION 150 WEST MARKET STREET INDIANAPOLIS IN 46204 351712876 CONTRIBUTE TO CANDIDATES SUPPORTING PUBLIC EDUCATION IN INDIANA IN 527 ISTA 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 ISTA INSURANCE TRUST D 500000 CASH LOANED