2025-02-18T20:26:31-06:00 2024-08-31 853147045 JOHN T ENNIS CPA LLC 6455 S YOSEMITE STREET GREENWOOD VILLAGE CO 80111 990 2023-09-01 840614592 DISTRICT TWELVE EDUCATORS' ASSOCIATION DIST 3034573324 1235 W 124TH AVE 101 WESTMINSTER CO 802341725 DAVID R LOCKLEY PRESIDENT 3034573324 2025-02-03 1 0 JOHN T ENNIS CPA P00984967 7204566683 2025-02-03 X 2023 2025-03-06 01:10:19Z DAVID R LOCKLEY 1235 W 124TH AVE 101 WESTMINSTER CO 802341725 452758 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. 17 17 0 0 0 0 242288 350492 0 0 18585 35035 422 1472 261295 386999 0 0 0 0 20787 24336 0 0 0 224203 261712 244990 286048 16305 100951 1349382 1517305 1155 1259 1348227 1516046 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 17 17 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 110779 0 24186 CARRIE WEAVER SECRETARY 1.00 X X 0 0 0 STEVE LASH COORDINATOR 40.00 X X 95970 0 34708 SARAH MARQUARDT 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 TROY HUBBELL EXECUTIVE MEMBER 1.00 X 0 0 0 VALERIE MEADERS 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 KATIE TENNANT 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 ANNE NAMUTH EXECUTIVE MEMBER 1.00 X 0 0 0 SHAYNA GOLDSTEIN TREASURER 1.00 X X 0 0 0 DEBORAH BLAKE EXECUTIVE MEMBER 1.00 X 0 0 0 206749 0 58894 1 0 0 1 0 345492 5000 350492 29981 29981 70813 65759 5054 5054 5054 EXPENSE REIMBURSEMENTS 900099 1004 1004 CASH BACK REWARDS 900099 468 468 1472 386999 1004 0 35503 X 24336 6709 181772 970 17330 MEMBERSHIP EXPENSE 15478 NEGOTIATIONS 11716 AMERICAN EDUCATION WEEK 7803 PROF DEV - MEMBERS 7487 12447 286048 1 330783 400913 3950 1014649 1116391 1349382 1517305 1155 1259 1155 1259 X 0 0 0 0 1348227 1516046 1348227 1516046 1349382 1517305 100951 73897 -7029 0 X 0 0 0 DTEA PACE 1235 W 124TH AVE 101 WESTMINSTER CO 80234 841101205 69182 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. DUE TO A DELAY IN THE TRANSMISSION OF FUNDS, A PORTION OF DTEA PACE'S EXPENSES WERE PAID DIRECTLY BY DTEA. 0 CREDIT CARDS PAYABLE 1259 1259 0 0 0 DAVID LOCKLEY PRESIDENT 97279 0 0 0 13500 0 20818 0 3368 0 134965 0 0 0 STEVE LASH COORDINATOR 87884 0 0 0 8086 0 18807 0 15901 0 130678 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 $181,772 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 181,772. 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 69182 TOTAL COLLECTION TRANSFERRED