2025-04-23T03:04:39-05:00 2024-08-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2023-09-01 741316497 TEXAS STATE TEACHERS ASSOCIATION TEXA 5124765355 8716 NORTH MO-PAC EXPRESSWAY AUSTIN TX 78759 ANEZKA CARMONA EXECUTIVE DIRECTOR 5124765355 2025-04-17 1 1 RENAE DUNCAN P01257722 5123462086 2025-04-17 2023 2025-03-06 01:10:19Z ANEZKA CARMONA 8716 NORTH MO-PAC EXPRESSWAY AUSTIN TX 78759 12292255 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 27 25 131 150 0 0 0 0 11515005 12108808 290880 154820 -14825 -12304 11791060 12251324 52911 39050 0 0 6600209 6663489 0 0 0 4273750 4788508 10926870 11491047 864190 760277 22570359 25773811 4707939 4430446 17862420 21343365 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 1 131 1 0 0 0 0 0 0 0 0 X 27 25 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 EVELINA LOYA AFFILIATE TSTA-RETIRED 1.00 X 0 0 0 PATRICIA HEINTZELMAN AFFILIATES - TFA 1.00 X 0 0 0 ZACHARY SHERIFF AFFILIATES - TSTA ASPIRING EDUCATORS 1.00 X 0 0 0 DAVID RING NEA DIRECTOR, PLACE 1 1.00 X 0 0 0 AARON PHILLIPS NEA DIRECTOR, PLACE 2 1.00 X 0 0 0 VERONICA BORREGO REGION 1 1.00 X 0 0 0 MICHELLE CARDENAS REGION 10 1.00 X 0 0 0 VALENCIA JOHNSON REGION 11 1.00 X 0 0 0 LAUREN KERN SMITH REGION 12 1.00 X 0 0 0 ANN MARGARET GALLARDO REGION 13 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 STEPHANIE POWELL REGION 16 1.00 X 0 0 0 BRIDGET SMITH REGION 17 1.00 X 0 0 0 WINIFRED JACKSON REGION 18 1.00 X 0 0 0 ANGELA DAVIS REGION 19 1.00 X 0 0 0 LETICIA BARBOSA REGION 2 1.00 X 0 0 0 ANGELENA WATKINS REGION 3 1.00 X 0 0 0 LUIS DE LA GARZA REGION 4 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 JEFFREY CYNOR REGION 8 1.00 X 0 0 0 MELANIE SHEEHAN REGION 9 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 LINDA ESTRADA VICE PRESIDENT 40.00 X X 152787 0 29734 OVIDIA MOLINA PRESIDENT 40.00 X X 193562 0 15324 SHERRA BOWERS CFO 40.00 X 129864 0 55143 ANEZKA CARMONA DEPUTY EXECUTIVE DIRECTOR 40.00 X 112725 0 43541 RICHARD KOURI EXECUTIVE DIRECTOR UNTIL 6/28/2024 40.00 X 175901 0 79034 PORTIA BOSSE PUBLIC AFFAIRS DIRECTOR 40.00 X 137545 0 65868 YOLANDA GONZALEZ ORGANIZER 40.00 X 106780 0 57956 AMANDA MOORE GENERAL COUNSEL TO 6/17/2024 40.00 X 128740 0 74689 PATRICIA VARELA DIRECTOR OF AFFILIATE AND LEADERSHIP 40.00 X 125296 0 62596 SUSAN SALINAS ORGANIZER 40.00 X 106470 0 42172 1369670 0 526057 13 0 1 0 THE ORTIZ LAW FIRM 1304 WEST ABRAM ST STE 100 ARLINGTON TX 76013 LEGAL SERVICES 133498 1 MEMBERSHIP DUES 900099 9052220 9052220 NEA PROJECTS 900099 2762193 2762193 AFFILIATE RELATED INCOME 900099 262491 262491 MEMBER BENEFIT PROGRAMS 900099 25692 25692 CONFERENCE REGISTRATION 900099 6212 6212 12108808 135948 135948 25000 37304 -12304 -12304 -12304 22499 0 3627 22499 -3627 18872 -3627 22499 12251324 12105181 0 146143 X 39050 1010275 4332077 932023 389114 446131 33603 1185384 249675 131899 704297 269311 808995 309608 57625 MACHINERY & EQUIPMENT 166628 REGISTRATION & MEMBERSH 120071 POSTAGE AND SHIPPING 116359 PUBLICATION AND PRINTIN 89113 99809 11491047 3293642 2414014 2606495 2792113 784195 740542 54871 69571 5690369 9441817 10969645 2944089 8264431 8025556 705801 860367 1170555 1429831 22570359 25773811 1439426 1442309 1325369 1009208 1943144 1978929 4707939 4430446 X 17862420 21343365 17862420 21343365 22570359 25773811 X 760277 191987 2528681 X X 0 1 X 1 0 150 TSTA PAC 8716 NORTH MOPAC EXPRESSWAY AUSTIN TX 78759 742291891 6247 NEA PAC 1201 16TH ST NW WASHINGTON DC 20036 541140991 12767 1 1 0 1639894 4409 1644303 1636483 3411 1639894 1636483 1636483 1636483 1636483 1629152 7331 1636483 1.00000 0 0 741583 741583 8722023 1606132 7115891 1499568 1337957 161611 6471 6471 8025556 DEFERRED COMPENSATION 1429831 1429831 DEFERRED COMPENSATION PLAN 1429831 AFFLILIATE ACCOUNTS PAYABLE 549098 1978929 X 12480615 191987 191987 12288628 -37304 -37304 12251324 11528351 37304 37304 11491047 0 11491047 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, 2024 AND 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -37,304. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 37,304. X 0 1 0 RICHARD KOURI EXECUTIVE DIRECTOR UNTIL 6/28/2024 175901 0 0 0 0 0 47889 0 31145 0 254935 0 0 0 OVIDIA MOLINA PRESIDENT 193562 0 0 0 0 0 0 0 15324 0 208886 0 0 0 AMANDA MOORE GENERAL COUNSEL TO 6/17/2024 128740 0 0 0 0 0 32567 0 42122 0 203429 0 0 0 PORTIA BOSSE PUBLIC AFFAIRS DIRECTOR 137545 0 0 0 0 0 34794 0 31074 0 203413 0 0 0 PATRICIA VARELA DIRECTOR OF AFFILIATE AND LEADERSHIP 125296 0 0 0 0 0 31696 0 30900 0 187892 0 0 0 SHERRA BOWERS CFO 129864 0 0 0 0 0 32851 0 22292 0 185007 0 0 0 LINDA ESTRADA VICE PRESIDENT 152787 0 0 0 0 0 0 0 29734 0 182521 0 0 0 YOLANDA GONZALEZ ORGANIZER 106780 0 0 0 0 0 27012 0 30944 0 164736 0 0 0 ANEZKA CARMONA DEPUTY EXECUTIVE DIRECTOR 112725 0 0 0 0 0 28516 0 15025 0 156266 0 0 0 PART I, LINE 4B THE ASSOCIATION HAS A SUPPLEMENTAL 457 RETIREMENT PLAN FOR KEY EMPLOYEES DURING 2023 CALENDAR YEAR, THE ASSOCIATION CONTRIBUTED $22,500 FOR LINDA ESTRADA, $3,392 FOR RICHARD KOURI, AND $22,500 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 IX, LINE 11G CONSULTING 1,185,384. FORM 990, PART XI, LINE 9: CHANGE IN UNFUNDED PENSION LIABILITY 2,528,681. FORM 990, PART XII, LINE 2C: THE ADVISORY COMMITTEE SERVES THIS FUNCTION AND THIS HASN'T CHANGED FROM THE PRIOR YEAR. 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 37304 CASH