2024-04-03T19:32:55-05:00 2023-08-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2022-09-01 741316497 TEXAS STATE TEACHERS ASSOCIATION TEXA 5124765355 8716 NORTH MO-PAC EXPRESSWAY AUSTIN TX 78759 OVIDIA MOLINA PRESIDENT 5124765355 2024-04-02 1 OVIDIA MOLINA 999009999 1 RENAE DUNCAN P01257722 5123462086 2024-04-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z OVIDIA MOLINA 8716 NORTH MO-PAC EXPRESSWAY AUSTIN TX 78759 11832776 0 X WWW.TSTA.ORG X 1880 TX TO PROMOTE AND ADVOCATE FOR THE DIGNITY, SECURITY, AND WELL-BEING OF THE TEXAS STATE TEACHERS ASSN MEMBERSHIP AND TO SUPPORT THE TSTA EFFORTS TO ENHANCE PUBLIC EDUCATION 29 27 119 150 0 0 0 0 11262524 11515005 18104 290880 -14023 -14825 11266605 11791060 12421 52911 0 0 7394547 6600209 0 0 0 3458209 4273750 10865177 10926870 401428 864190 19057157 22570359 4457206 4707939 14599951 17862420 UNITE, ORGANIZE AND EMPOWER PUBLIC EDUCATION ADVOCATES TO SHAPE PUBLIC EDUCATION IN TEXAS THUS PROVIDING A QUALITY PUBLIC SCHOOL FOR EVERY CHILD. 0 0 PROMOTE THE PROGRESS OF EDUCATION IN THE STATE OF TEXAS THROUGH CONFERENCES, TRAINING, NEA PROGRAMS, PROFESSIONAL DEVELOPMENT SERVICES, AND OTHER PROGRAMS. OBTAIN BENEFITS OF AN INDEPENDENT AND UNITED TEACHING PROFESSION BY INFORMING MEMBERS AND THE COMMUNITY THROUGH PUBLICATIONS AND OTHER METHODS OF COMMUNICATION. 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 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 0 0 1 47 0 1 119 1 0 0 0 0 0 0 0 0 X 29 27 0 0 0 0 1 1 1 1 1 0 1 1 1 1 0 1 1 1 1 1 0 X X SHERRA BOWERS 5124765355 8716 N MOPAC EXPRESSWAY AUSTIN TX 78759 VERONICA BORREGO REGION 1 1.00 X 0 0 0 MICHELLE CARDENAS REGION 10 1.00 X 0 0 0 NATALIE CLIFFORD REGION 2 1.00 X 0 0 0 DAVID RING NEA DIRECTOR, PLACE 1 1.00 X 0 0 0 ANGELA DAVIS REGION 19 1.00 X 0 0 0 LUIS DE LA GARZA REGION 4 1.00 X 0 0 0 BARBARA DAVIS-STALEY AFFILIATE TSTA-RETIRED 1.00 X 0 0 0 PATRICIA HEINTZELMAN AFFILIATES - TFA 1.00 X 0 0 0 MARIA HERNANDEZ ESP AT-LARGE 1.00 X 0 0 0 KIMBERLY JACKSON REGION 16 1.00 X 0 0 0 WINIFRED JACKSON REGION 18 1.00 X 0 0 0 RONALD KOTTS REGION 14 1.00 X 0 0 0 LAKEISHA PATTERSON REGION 15 1.00 X 0 0 0 AARON PHILLIPS NEA DIRECTOR, PLACE 3 1.00 X 0 0 0 VALENCIA JOHNSON REGION 11 1.00 X 0 0 0 MELANIE SHEEHAN REGION 9 1.00 X 0 0 0 OVIDIA MOLINA PRESIDENT 40.00 X X 187042 0 88122 LINDA ESTRADA VICE PRESIDENT 40.00 X X 145299 0 79810 LAUREN SMITH REGION 12 1.00 X 0 0 0 TRASELL UNDERWOOD ESP AT-LARGE 1.00 X 0 0 0 SELENA VALDEZ REGION 3 1.00 X 0 0 0 ARLINDA VALENCIA REGION 8 1.00 X 0 0 0 ALEJANDRA LOPEZ REGION 5 1.00 X 0 0 0 SYLVIA ORTEGA REGION 6 1.00 X 0 0 0 CAITLYNN ALMANCE AFFILIATES - TFA ASPIRING EDUCATORS 1.00 X 0 0 0 ANN MARGARET GALLARDO REGION 13 1.00 X 0 0 0 BRIDGET SMITH REGION 17 1.00 X 0 0 0 MARIANA HANSEN SUPERVISORY AT-LARGE 1.00 X 0 0 0 MARITZA BARRERA NEA ESP AT-LARGE 1.00 X 0 0 0 SHERRA BOWERS CFO 40.00 X 123524 0 43973 RICHARD KOURI EXECUTIVE DIRECTOR 40.00 X 176351 0 76807 PORTIA BOSSE PUBLIC AFFAIRS DIRECTOR 40.00 X 130740 0 62114 PATRICIA TORRES SAUCEDA DIRECTOR OF AFFILIATE AND LEADERSHIP DEVELOPMENT 40.00 X 117838 0 43768 AMANDA MOORE GENERAL COUNSEL 40.00 X 122380 0 70558 DIANA ARNOLD INFORMATION TECHNOLOGY MGR 40.00 X 119579 0 59133 CLAY ROBISON PUBLIC AFFAIRS SPECIALIST 40.00 X 108224 0 60907 1230977 0 585192 13 0 1 0 THE ORTIZ LAW FIRM 1304 WEST ABRAM ST STE 100 ARLINGTON TX 76013 LEGAL SERVICES 130141 1 MEMBERSHIP DUES 900099 8782146 8782146 NEA PROJECTS 900099 2396990 2396990 AFFILIATE RELATED INCOME 900099 299495 299495 MEMBER BENEFIT PROGRAMS 900099 26689 26689 CONFERENCE REGISTRATION 900099 9685 9685 11515005 292771 292771 25000 39825 -14825 -14825 -14825 1891 -1891 -1891 -1891 11791060 11515005 0 276055 52911 835736 4369244 1016942 378287 394624 31240 944467 249434 88748 623571 187162 765694 310366 53524 MACHINERY & EQUIPMENT 192560 POSTAGE AND SHIPPING 106850 REGISTRATION & MEMBERSH 98839 PUBLICATION AND PRINTIN 94593 132078 10926870 3598752 3293642 2514457 2606495 924839 784195 53103 54871 1761384 5690369 10905333 2640902 8545340 8264431 624408 705801 1034874 1170555 19057157 22570359 1421631 1439426 1199575 1325369 1836000 1943144 4457206 4707939 X 14599951 17862420 14599951 17862420 19057157 22570359 X 864190 -106552 2504831 X 0 1 X 1 0 150 TSTA PAC 8716 NORTH MOPAC EXPRESSWAY AUSTIN TX 78759 742291891 23832 NEA PAC 1201 16TH ST NW WASHINGTON DC 20036 541140991 13252 1 1 0 1636483 3411 1639894 1636483 1636483 1636483 1636483 1629152 7331 1636483 1623330 5822 1629152 1.00000 0 0 741583 741583 8714878 1387905 7326973 1442401 1252997 189404 6471 6471 8264431 DEFERRED COMPENSATION 1170555 1170555 DEFERRED COMPENSATION PLAN 1170555 AFFLILIATE ACCOUNTS PAYABLE 772589 1943144 X 11724333 -106552 -106552 11830885 -39825 -39825 11791060 10966695 39825 39825 10926870 0 10926870 PART V, LINE 4: THE PERMANENT FUND QUASI-ENDOWMENT IS A DESIGNATED FUND BY THE BOARD OF DIRECTORS TO SUSTAIN THE ASSOCIATION FOR THE LONG-TERM PART X, LINE 2: INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ASSOCIATION HAS ANALYZED THE TAX POSITIONS TAKEN IN ITS FILINGS WITH THE INTERNAL REVENUE SERVICE AND STATE JURISDICTIONS WHERE IT OPERATES. THE ASSOCIATION BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ASSOCIATION'S FINANCIAL POSITION, CHANGES IN NET ASSETS OR CASH FLOWS. ACCORDINGLY, THE ASSOCIATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT AUGUST 31, 2023 AND 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -39,825. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 39,825. X 0 1 0 OVIDIA MOLINA PRESIDENT 187042 0 0 0 0 0 61403 0 26719 0 275164 0 0 0 RICHARD KOURI EXECUTIVE DIRECTOR 176351 0 0 0 0 0 46704 0 30103 0 253158 0 0 0 LINDA ESTRADA VICE PRESIDENT 145299 0 0 0 0 0 51151 0 28659 0 225109 0 0 0 AMANDA MOORE GENERAL COUNSEL 122380 0 0 0 0 0 30057 0 40501 0 192938 0 0 0 PORTIA BOSSE PUBLIC AFFAIRS DIRECTOR 130740 0 0 0 0 0 32110 0 30004 0 192854 0 0 0 DIANA ARNOLD INFORMATION TECHNOLOGY MGR 119579 0 0 0 0 0 29369 0 29764 0 178712 0 0 0 CLAY ROBISON PUBLIC AFFAIRS SPECIALIST 108224 0 0 0 0 0 26580 0 34327 0 169131 0 0 0 SHERRA BOWERS CFO 123524 0 0 0 0 0 30337 0 13636 0 167497 0 0 0 PATRICIA TORRES SAUCEDA DIRECTOR OF AFFILIATE AND LEADERSHIP 117838 0 0 0 0 0 28941 0 14827 0 161606 0 0 0 PART I, LINE 4B THE ASSOCIATION HAS A SUPPLEMENTAL 457 RETIREMENT PLAN FOR KEY EMPLOYEES DURING 2022 CALENDAR YEAR, THE ASSOCIATION CONTRIBUTED $21,833 FOR LINDA ESTRADA, $3,392 FOR RICHARD KOURI, AND $21,833 FOR OVIDIA MOLINA. FORM 990, PART VI, SECTION A, LINE 6 THE TEXAS STATE TEACHERS ASSOCIATION IS A STATEWIDE MEMBERSHIP ORGANIZATION OF TEACHERS AND OTHER PUBLIC EDUCATION EMPLOYEES CREATED TO ADVANCE THE CAUSE OF PUBLIC EDUCATION AND TO SERVE AND REPRESENT THE INTEREST OF ITS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP ELECTS THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS ARE SUBJECT TO APPROVAL BY MEMBERS FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS AND THE CFO REVIEW THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PART OF THE ASSOCIATION'S FINANCIAL AND OPERATIONAL STANDARDS. THE PRESIDENT AND EXECUTIVE DIRECTOR PROVIDE THE POLICY TO AFFILIATES, BOARD MEMBERS AND STAFF, AND MONITOR FOR ANY POTENTIAL CONFLICTS OF INTEREST. THE BOARD IS NOT REQUIRED TO DISCLOSE INTERESTS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 ALL EMPLOYEE COMPENSATION IS REVIEWED AGAINST COMPARABLE DATA IN SIMILAR INDUSTRY AND REGION. THE ADVISORY COMMITTEE REVIEWS EXECUTIVE DIRECTOR COMPENSATION AND IT IS APPROVED BY THE BOARD. OFFICER SALARIES ARE SET IN THE BYLAWS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S 990 AND GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN UNFUNDED PENSION LIABILITY 2,504,831. TSTA PAC 8716 NORTH MO-PAC EXPRESSWAY AUSTIN TX 78759 742291891 POLITICAL ACTION COMMITTEE TX 527 0 NATIONAL EDUCATION ASSOCIATION 1201 16TH ST NW WASHINGTON DC 20036 530115260 LABOR UNION DC 501(C)(5) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 NATIONAL EDUCATION ASSOCIATION C 39825 CASH