2025-06-02T14:12:22-05:00 2024-08-31 410746749 CLIFTONLARSONALLEN LLP 121 SOUTH TEJON STREET SUITE 1100 COLORADO SPRINGS CO 80903 990 2023-09-01 840172608 COLORADO EDUCATION ASSOCIATION COLO 3038371500 1500 GRANT STREET DENVER CO 802031800 KOOPER CARAWAY EXECUTIVE DIRECTOR 3038371500 2025-05-21 1 1 SARAH HINTZ P00492291 7196350330 2025-05-21 2023 2025-03-06 01:10:19Z KOOPER CARAWAY 1500 GRANT STREET DENVER CO 802031800 15296283 0 X WWW.COLORADOEA.ORG X 1917 CO PROMOTE QUALITY PUBLIC EDUCATION AND ADVOCATE THE INTEREST OF PUBLIC EDUCATION EMPLOYEES. 35 33 76 100 3869 0 1492846 1623940 12772078 13405122 27475 185313 86636 81908 14379035 15296283 1574506 1528440 0 0 8846863 9763494 0 0 0 4324202 4948497 14745571 16240431 -366536 -944148 12561447 11951478 4029643 4403592 8531804 7547886 PROMOTE QUALITY PUBLIC EDUCATION AND ADVOCATE THE INTEREST OF PUBLIC EDUCATION EMPLOYEES. 0 0 THE STATE UNISERV PROGRAM SUPPORTS LOCAL AFFILIATES IN CARRYING OUT THE ORGANIZATION'S TAX EXEMPT PURPOSE. THE CENTER FOR ORGANIZING INCREASES THE EFFICIENCY OF AND FURTHERS THE EDUCATIONAL MOVEMENT IN COLORADO, PROMOTES THE DIGNITY OF THE EDUCATION PROFESSION, AND WORKS TOWARDS IMPROVING THE TERMS AND CONDITIONS OF THE EMPLOYMENT OF OUR MEMBERS. OUR TEACHING AND LEARNING PROGRAM PROVIDES FOR AND PROMOTES THE EDUCATIONAL, ECONOMIC, AND SOCIAL ADVANCEMENT OF OUR MEMBERS, WHILE OUR GOVERNMENT RELATIONS PROGRAM SUPPORTS AND PROMOTES POLICY ADVANCEMENTS THAT FURTHER THE GOALS OF THE ORGANIZATION. 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 177 0 1 76 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 X 35 33 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CO X SUSAN PERRIGO 3038371500 1500 GRANT STREET DENVER CO 80203 AMIE BACA-OEHLERT PRESIDENT 40.00 0.50 X X 183331 0 34012 KEVIN VICK VICE PRESIDENT 40.00 1.00 X X 167756 0 41103 AMBER WILSON SECRETARY-TREASURER 1.00 1.00 X X 0 0 0 ANGELA ANDERSON NEA DIRECTOR 1.00 1.00 X 0 0 0 ROBERT ARMAGOST DIRECTOR 1.00 0.00 X 0 0 0 TIMOTHY BROWN DIRECTOR 1.00 0.00 X 0 0 0 YOLANDA CALDERON DIRECTOR 1.00 0.00 X 0 0 0 JUSTINA CARTER DIRECTOR 1.00 0.00 X 0 0 0 KEVIN COUGHLIN DIRECTOR (THRU 6/24) 1.00 0.50 X 0 0 0 LISA DANOS DIRECTOR 1.00 0.00 X 0 0 0 DARCY DEGUISE DIRECTOR (THRU 6/24) 1.00 0.00 X 0 0 0 ANDREA DONLUCAS DIRECTOR 1.00 0.00 X 0 0 0 ANGELICA GIVLER DIRECTOR 1.00 0.00 X 0 0 0 BEVERLY GREEN DIRECTOR 1.00 0.00 X 0 0 0 FRAN GROFF-GONZALES DIRECTOR (THRU 6/24) 1.00 0.00 X 0 0 0 KATHY GUSTAD DIRECTOR 1.00 0.00 X 0 0 0 BARBARA HAGGERTY DIRECTOR 1.00 0.50 X 0 0 0 DEREK HAWKINS DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW HICKS DIRECTOR 1.00 0.00 X 0 0 0 DAVID HOLT DIRECTOR 1.00 0.50 X 0 0 0 CODY JUMP DIRECTOR 1.00 0.00 X 0 0 0 STEVEN KELLEY DIRECTOR 1.00 0.00 X 0 0 0 STEVE LASH DIRECTOR 1.00 0.00 X 0 0 0 ANNETTE LAUER DIRECTOR 1.00 0.00 X 0 0 0 TAMMY LAW DIRECTOR 1.00 0.00 X 0 0 0 DAVE LOCKLEY NEA DIRECTOR 1.00 1.00 X 0 0 0 CHRISTI LUDWIG DIRECTOR 1.00 0.00 X 0 0 0 PATTY MAGOR DIRECTOR 1.00 0.00 X 0 0 0 VERONICA MARTINEZ DIRECTOR 1.00 0.00 X 0 0 0 TAYA MASTROBUONO DIRECTOR 1.00 0.00 X 0 0 0 ALISA MAVROTHERIS DIRECTOR 1.00 0.00 X 0 0 0 PHYLLIS ROBINETTE DIRECTOR 1.00 0.00 X 0 0 0 JOHN ROBINSON DIRECTOR (THRU 6/24) 1.00 0.00 X 0 0 0 LISA SINCLAIR DIRECTOR (THRU 6/24) 1.00 0.00 X 0 0 0 SARAH SMITH DIRECTOR 1.00 0.00 X 0 0 0 HANNA SQUIRE DIRECTOR 1.00 0.00 X 0 0 0 SAHRON STANFORD DIRECTOR (THRU 6/24) 1.00 0.00 X 0 0 0 BEA SULLIVAN DIRECTOR 1.00 0.00 X 0 0 0 JERAD SUTTON DIRECTOR 1.00 0.50 X 0 0 0 SUE TEUMER DIRECTOR 1.00 0.00 X 0 0 0 MIKE THOMAS DIRECTOR 1.00 0.00 X 0 0 0 KATHERINE MICHIENZI-RENDON EXECUTIVE DIRECTOR (THRU 3/24) 40.00 1.50 X 180819 0 67851 KOOPER CARAWAY EXECUTIVE DIRECTOR (AS OF 4/24) 40.00 1.50 X 0 0 0 SUSAN PERRIGO CFO 40.00 0.00 X 145385 0 37757 KRIS GOMEZ GENERAL COUNSEL & DEPUTY EXEC. DIR 40.00 0.00 X 168167 0 65765 ERIN BENNETT STAFF 40.00 0.00 X 150392 0 65223 LINDSAY THEO STAFF 40.00 0.00 X 156453 0 37470 SHARYN DREYER STAFF ATTORNEY 40.00 0.00 X 149339 0 35927 DAVE MUSSETTER STAFF 40.00 0.00 X 166660 0 59723 LISA ELLIOT STAFF 40.00 0.00 X 141193 0 48985 CHESCA SMOTHERMAN STAFF 40.00 0.00 X 141917 0 32997 CODY DREHER STAFF 40.00 0.00 X 137923 0 42041 1889335 0 568854 29 0 1 0 0 1623940 1623940 MEMBERSHIP DUES 561000 12345652 12345652 COPILOT COURSE FEES 611710 515093 515093 DUSHANE FUND REIMBURSEMENT 541100 429720 429720 MEMBER BENEFITS 561000 114657 114657 13405122 185313 185313 71740 0 71740 71740 71740 OTHER REVENUE 900099 6299 6299 JOURNAL REVENUE 532000 3869 3869 10168 15296283 13405122 3869 263352 1528440 1549550 5747129 923407 1018499 524909 427328 132674 90590 232196 15168 354496 377397 675948 357839 866871 210965 55134 TRAINING & DEVELOPMENT 582901 COMMUNICATION&EDUCATION 399348 SUPPLIES 119163 COMPUTERS & EQUIPMENT 50479 16240431 4442051 4090186 3554833 3665462 407248 20766 2291346 2424329 202809 195511 5555283 4033815 1627393 1521468 35767 33756 12561447 11951478 3956175 4392125 73468 11467 4029643 4403592 X 8422662 7472686 109142 75200 8531804 7547886 12561447 11951478 X -944148 -39770 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 149515 0 149515 0 149515 0 1 0 0 PART I-A, LINE 1: THE ORGANIZATION'S DIRECT AND INDIRECT POLITICAL ACTIVITIES CONSIST OF COMMUNICATIONS TO OUR MEMBERS REGARDING CANDIDATES FOR PUBLIC OFFICE. PART III-A, LINE 1: PER THE IRS GUIDANCE, AN IRC SECTION 501(C)(5) LABOR ORGANIZATION IS NOT SUBJECT TO THE DUES NOTIFICATION REQUIREMENTS CONTAINED IN IRS REVENUE PROCEDURE 98-19 AND LINE 1 IN PART III-A CAN BE ANSWERED YES. 540000 540000 4299798 3424901 874897 715485 608914 106571 1521468 15296523 240 240 15296283 0 15296283 16281200 40769 40769 16240431 0 16240431 PART XI, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION REVENUE - PER CONSOLIDATED AUDITED FINANCIALS 240. PART XII, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION EXPENSES - PER CONSOLIDATED AUDITED FINANCIALS 999. CHANGE IN OTHER POSTRETIREMENT PLAN BENEFITS 39,770. 1 AURORA LITTLETON UNISERV UNIT 2851 S PARKER RD 1000 AURORA CO 80014 840733292 501 ( C ) 5 121307 0 N/A N/A FINANCIAL ASSISTANCE BOULDER WESTMINSTER UNISERV UNIT 1345 PLAZA CT N SUITE 4B LAFAYETTE CO 80026 841190341 501 ( C ) 5 128553 0 N/A N/A FINANCIAL ASSISTANCE CENTRAL ADAMS UNISERV UNIT 1235 W 124TH AVE SUITE 101 WESTMINSTER CO 80234 840752351 501 ( C ) 5 173801 0 N/A N/A FINANCIAL ASSISTANCE COLORADO SPRINGS UNISERV UNIT 2520 NORTH TEJON STREET STE 100 COLORADO SPRINGS CO 80907 731443675 501 ( C ) 5 62556 0 N/A N/A FINANCIAL ASSISTANCE DENVER CLASSROOM TEACHERS ASSOCIATIONDENVER UNISERV UNIT 1500 GRANT STREET FL 200 DENVER CO 80203 840513468 501 ( C ) 5 205757 0 N/A N/A FINANCIAL ASSISTANCE FRONT RANGE UNISERV UNIT 2851 S PARKER RD SUITE 1000 AURORA CO 80014 840754715 501 ( C ) 5 170465 0 N/A N/A FINANCIAL ASSISTANCE NORTHERN COLORADO UNISERV UNIT 1116 13TH STREET GREELEY CO 80631 840616190 501 ( C ) 6 88673 0 N/A N/A FINANCIAL ASSISTANCE PIKES PEAK EDUCATION ASSOCIATION 2520 NORTH TEJON ST SUITE 200 COLORADO SPRINGS CO 80907 840646191 501 ( C ) 6 68395 0 N/A N/A FINANCIAL ASSISTANCE SPANISH PEAKS UNISERV 511 W 29TH STREET STE C PUEBLO CO 81008 840614595 501 ( C ) 6 79342 0 N/A N/A FINANCIAL ASSISTANCE TWO RIVERS UNISERV UNIT 255 WEAVER PARK RD STE 202 LONGMONT CO 80501 840755367 501 ( C ) 5 144400 0 N/A N/A FINANCIAL ASSISTANCE WEST CENTRAL COLORADO UNISERV UNIT 2472 PATTERSON ROAD UNIT 13 GRAND JCT CO 81505 840630754 501 ( C ) 5 69281 0 N/A N/A FINANCIAL ASSISTANCE MAPLETON EDUCATION ASSOCIATION 1235 W 124TH AVE STE 101 WESTMINSTER CO 80234 612020693 501 ( C ) 5 13478 0 N/A N/A FINANCIAL ASSISTANCE JEFFCO EDUCATION SUPPORT PROFESSIONALS ASSOCIATION 910 LOVELAND STREET GOLDEN CO 80401 840715036 501 ( C ) 5 85897 0 N/A N/A FINANCIAL ASSISTANCE COLORADO FUND FOR CHILDREN AND PUBLIC EDUCATION 1500 GRANT STREET DENVER CO 80203 840865721 527 112500 0 N/A N/A FINANCIAL ASSISTANCE 0 13 PART I, LINE 2: WHILE THE CEA UNISERV GUIDELINES ARE UNIFORM WITH NEA'S UNIFIED SERVICES PROGRAM AGREEMENT, WE REQUIRE THE UNISERV UNITS TO SUBMIT ANNUALLY COPIES OF THEIR BUDGET, EMPLOYEE CONTRACTS AND FINANCIAL AUDIT. IF THE UNISERV UNIT IS NOT AUDITED, THEY MAY PROVIDE A REVIEWED, COMPILED, OR INTERNAL FINANCIAL STATEMENT DEPENDENT ON THE SIZE OF THE UNISERV UNIT. THE CALCULATION FORMULA FOR THE FUNDING FROM CEA IS AT THE RATE OF .125 OF CEA DUES PER ACTIVE MEMBER WITHIN THE UNIT'S BOUNDARIES. THE MEMBERSHIP NUMBER USED FOR THIS PURPOSE IS THE REPORT AS OF MARCH 1 FOR THE PRIOR CEA FISCAL YEAR AFFECTED. X X X 0 0 0 KATHERINE MICHIENZI-RENDON EXECUTIVE DIRECTOR (THRU 3/24) 180279 0 0 0 540 0 29068 0 38783 0 248670 0 0 0 KRIS GOMEZ GENERAL COUNSEL & DEPUTY EXEC. DIR 166710 0 0 0 1457 0 27487 0 38278 0 233932 0 0 0 DAVE MUSSETTER STAFF 163322 0 0 0 3338 0 22180 0 37543 0 226383 0 0 0 AMIE BACA-OEHLERT PRESIDENT 183116 0 0 0 215 0 13923 0 20089 0 217343 0 0 0 ERIN BENNETT STAFF 150121 0 0 0 271 0 25189 0 40034 0 215615 0 0 0 KEVIN VICK VICE PRESIDENT 167470 0 0 0 286 0 8268 0 32835 0 208859 0 0 0 LINDSAY THEO STAFF 156155 0 0 0 298 0 24699 0 12771 0 193923 0 0 0 LISA ELLIOT STAFF 137855 0 0 0 3338 0 22180 0 26805 0 190178 0 0 0 SHARYN DREYER STAFF ATTORNEY 145895 0 0 0 3444 0 22705 0 13222 0 185266 0 0 0 SUSAN PERRIGO CFO 144193 0 0 0 1192 0 23168 0 14589 0 183142 0 0 0 CODY DREHER STAFF 137699 0 0 0 224 0 21130 0 20911 0 179964 0 0 0 CHESCA SMOTHERMAN STAFF 141693 0 0 0 224 0 21130 0 11867 0 174914 0 0 0 FORM 990, PART VII SECTION A, LINE 5 THE PRESIDENT AND THE VICE PRESIDENT OF CEA ARE ON LEAVE FROM THEIR SCHOOL DISTRICTS WHILE SERVING AS OFFICERS OF CEA. CEA PAYS A SALARY TO THE INDIVIDUALS DIRECTLY AND THE SALARY IS REPORTED ON A CEA W-2 AND IS REPORTED IN PART VII OF THE RETURN. CEA ALSO REIMBURSES THEIR SCHOOL DISTRICTS FOR THE SALARY AND BENEFITS THAT THE SCHOOL DISTRICT CONTINUES TO PAY THE INDIVIDUALS. FOR AMIE BACA-OEHLERT, ADAMS 12 SCHOOL DISTRICT WAS REIMBURSED $91,918 FOR CALENDAR YEAR 2023. FOR KEVIN VICK, SCHOOL DISTRICT 11 WAS REIMBURSED $111,896 FOR CALENDAR YEAR 2023. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE PRESIDENT, VICE PRESIDENT, SECRETARY-TREASURER, ALL COLORADO NEA DIRECTORS, AND THE EXECUTIVE DIRECTOR, WHO WILL SERVE IN AN EX-OFFICIO CAPACITY. THE EXECUTIVE COMMITTEE SHALL ACT AS AN ADVISORY BODY TO THE BOARD OF DIRECTORS WITH LIMITED AUTHORITY UNLESS SPECIFICALLY DIRECTED BY THE BOARD TO DO OTHERWISE. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE FOUR CLASSES OF MEMBERSHIP IN THE ORGANIZATION: ACTIVE, STUDENT, RETIRED, RESERVE, AND COMMUNITY ALLY. FORM 990, PART VI, SECTION A, LINE 7A THE RIGHT TO NOMINATE, VOTE, AND HOLD ELECTIVE OFFICE OR APPOINTIVE POSITION IS LIMITED TO ACTIVE AND RETIRED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS HAVE THE RIGHT TO VOTE ON ALL MATTERS SUBMITTED TO A VOTE OF THE MEMBERSHIP, TO VOTE FOR REPRESENTATIVE TO THE ANNUAL DELEGATE ASSEMBLY, TO VOTE ON ANY PROPOSED CHANGE IN THE ARTICLES OF INCORPORATION, AND TO HOLD OFFICE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON THE INFORMATION PROVIDED BY MANAGEMENT. THE DRAFT OF THE RETURN IS REVIEWED BY THE ORGANIZATION'S PRESIDENT, VICE-PRESIDENT AND MANAGEMENT. ANY CHANGES TO THE FILING ARE INCORPORATED INTO THE RETURN BEFORE FILING WITH THE IRS. A COPY OF THE FINAL DRAFT IS MADE AVAILABLE TO ALL BOARD MEMBERS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CEA DOES AN ANNUAL TRAINING ON CONFLICT OF INTEREST WITH THE BOARD OF DIRECTORS AT THE BEGINNING OF EACH YEAR AND ASKS FOR DISCLOSURE OF ANY CONFLICTS. IF A CONFLICT IS DISCLOSED, A THREE-MEMBER NEUTRAL PANEL DELIBERATES AND DECIDES IF A CONFLICT EXISTS. ALL DELIBERATION AND DECISIONS ARE DOCUMENTED IN THEIR MEETING MINUTES. IF A CONFLICT IS FOUND, THE INTERESTED PERSON IS REQUIRED TO ABSTAIN FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR IS HIRED BY THE BOARD AND THE COMPENSATION PACKAGE IS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE AND DOCUMENTED IN THE MEETING MINUTES. COMPARATIVE DATA IS GATHERED FROM OTHER STATE ASSOCIATIONS SIMILAR TO OUR MEMBERSHIP SIZE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE THE COPY OF FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN OTHER POSTRETIREMENT PLAN BENEFITS -39,770. PART XII, LINE 2C THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. COLORADO EDUCATION ASSOC FDTN FOR TEACHER QUALITY AND STUDENT ACHIEVEMENT 1500 GRANT STREET DENVER CO 80203 841609421 TO IMPROVE TEACHER QUALITY AND STUDENT ACHIEVEMENT CO 501(C)(3) 509(A)(3) COLORADO EDUCATION ASSOCIATION 1 COLORADO FUND FOR CHILDREN AND PUBLIC EDUCATION 1500 GRANT STREET DENVER CO 80203 840865721 TO SUPPORT COLORADO CHILDREN EDUCATION THRU PUBLIC OFFICE CANDIDATE ELECTION CO 527 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 COLORADO FUND FOR CHILDREN AND PUBLIC EDUCATION B 112500 AMOUNT PAID