2026-07-06T15:44:17-05:00 2025-08-31 311119890 BARNES DENNIG & CO LTD 5342 W VERMONT ST INDIANAPOLIS IN 46224 990 2024-09-01 351148612 INDIANA STATE TEACHERS ASSOCIATION INDI 3172633400 150 W MARKET ST SUITE 900 INDIANAPOLIS IN 462042875 DIANA REED TREASURER TREASURER 3172633400 2026-07-06 1 1 JOHN W KELLER CPA P01329619 3172412999 2026-07-06 2024 2025-03-06 01:10:19Z DIANA REED 150 W MARKET ST SUITE 900 INDIANAPOLIS IN 462042875 29257414 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. 35 32 84 10000 957930 675278 16579370 16835018 1905797 1858716 1592819 1317683 2101454 2233768 22179440 22245185 0 0 0 0 11468266 13107652 0 0 0 7678829 8245182 19147095 21352834 3032345 892351 44392731 44821636 12601531 11617052 31791200 33204584 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 1 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 97 0 84 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 35 32 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN X KEITH ZAPP 3172633350 150 WEST MARKET STREET SUITE 900 INDIANAPOLIS IN 46204 KEITH GAMBILL PRESIDENT (THROUGH 7/14/25) 45.00 X X 219059 0 78477 JENNIFER SMITH-MARGRAF VP (END 7/14/25) PRES (SINCE 7/15/25) 20.00 X X 7586 0 0 KRISTINA SHULTZ DIRECTOR 2.50 X 0 0 0 SHAWN HILL DIRECTOR 2.50 X 0 0 0 JESSICA FARLOW DIRECTOR 2.50 X 0 0 0 BEVERLY DOUGHTY 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 TIAUNA WASHINGTON DIRECTOR 2.50 X 0 0 0 DIANA REED TREASURER 20.00 X X 7586 0 0 JENNIFER LAUGHLIN DIRECTOR 2.50 X 0 0 0 RANDALL STUDT DIRECTOR 2.50 X 0 0 0 SHELBY PHELPS DIRECTOR 2.50 X 0 0 0 ALISON THOMPSON DIRECTOR 2.50 X 0 0 0 LISA LOCK-MCINTYRE DIRECTOR 2.50 X 0 0 0 AMY MITCHELL DIRECTOR 2.50 X 0 0 0 GINGER CALHOUN DIRECTOR (RETIRED) 2.50 X 0 0 0 KAREN WARBLE DIRECTOR (RETIRED) 2.50 X 0 0 0 ROSILAND JACKSON DIRECTOR (MINORITY-AT-LARGE) 2.50 X 0 0 0 JESSICA RAMIREZ DIRECTOR (NEA BOARD OF DIRECTORS) 2.50 X 0 0 0 ERICK MARTINEZ DIRECTOR 2.50 X 0 0 0 ROSE SCHERER DIRECTOR (START 7/14/25) 2.50 X 0 0 0 KELLEY WATTS DIRECTOR (START 7/14/25) 2.50 X 0 0 0 AMANDA WINLAND DIRECTOR (START 7/14/25) 2.50 X 0 0 0 VICTOR HAMMOND DIRECTOR (START 7/14/25) 2.50 X 0 0 0 SHANE MATLOCK DIRECTOR (START 1/30/25) 2.50 X 0 0 0 WAFA SAFI-HASSAN DIRECTOR (NEA BOARD OF DIRECTORS) 2.50 X 0 0 0 ROBERT STEVENS DIRECTOR 2.50 X 0 0 0 MICHELLE HAYS DIRECTOR 2.50 X 0 0 0 LACY HAWKINS DIRECTOR 2.50 X 0 0 0 JESSICA COLLIER DIRECTOR 2.50 X 0 0 0 ALLISON ANDREWS DIRECTOR 2.50 X 0 0 0 DENNIS STERRETT DIRECTOR (END 7/14/25) 2.50 X 0 0 0 CHARLES WARD DIRECTOR (ESP) 2.50 X 0 0 0 CHARLES FOSTER DIRECTOR (END 7/14/25) 2.50 X 0 0 0 LINDA LUCY DIRECTOR (END 7/14/25) 2.50 X 0 0 0 REBECCA KNIGHT DIRECTOR (END 7/14/25) 2.50 X 0 0 0 SHAINA LIV TERANO END 71425 DIRECTOR (MINORITY-AT-LARGE) 2.50 X 0 0 0 GIANNA MIROWSKI END 71425 DIRECTOR (MINORITY-AT-LARGE) 2.50 X 0 0 0 STACY KURDELAK VICE PRESIDENT (SINCE 7/14/25) 20.00 X X 0 0 0 JENNIFER CLUTTER CFO (THROUGH 9/6/24) 45.00 X 150714 0 70485 NATE WILLIAMS EXECUTIVE DIRECTOR (SINCE 9/9/2024) 45.00 X 0 0 0 GLENN BAFIA EXECUTIVE DIRECTOR (6/1/24-9/8/24) 45.00 X 76000 0 0 SHARYL MATHIS EXECUTIVE DIRECTOR (9/1/23-5/31/24) 45.00 X 102842 0 0 MATTHEW WHITSON CFO (SINCE 9/7/24) 45.00 X 117356 0 86632 SANDRA STEELE MANAGER 45.00 X 188637 0 78988 COREY KERN MANAGER 45.00 X 177155 0 93831 KIM CLEMENTS-JOHNSON MANAGER 45.00 X 175794 0 95657 JERELL BLAKELEY MANAGER 45.00 X 173493 0 53656 STEVEN WYNN UNISERV DIRECTOR 45.00 X 148459 0 51375 1544681 0 609101 9 1 1 0 RILEY BENNETT & EGLOFF LLP 500 N MERIDIAN ST SUITE 550 INDIANAPOLIS IN 46204 LEGAL SERVICES 874031 WAYNE ADAMS 1091 SIMMONS BRIDGE GREENSBORO GA 30642 LEGAL SERVICES 186399 2 16760894 74124 16835018 NEA PROJECT INCOME 900099 1823599 1823599 LEGAL FEE RECOVERIES 900099 35837 35837 REGISTRATION FEES 900099 -720 -720 1858716 1334678 1334678 6995234 7012229 -16995 -16995 -16995 AMERICAN FIDELITY INCOME 900099 1619175 825168 794007 SECURITY BENEFIT INCOME 900099 564174 400251 163923 POSTAGE INCOME 900099 26678 26678 23741 23741 2233768 22245185 3134554 957930 1317683 8296897 1473093 2706988 630674 933661 48166 335255 728489 393599 790281 518809 110637 260424 87655 UBI INCOME TAX EXPENSE 177090 MISCELLANEOUS 1642048 DELEGATES EXPENSES 449727 INSURANCE TRUST RESERVE 400000 1369341 21352834 10065833 8766285 8096880 8810128 439740 583431 484795 583731 2147347 1415791 916072 731556 19217901 20246887 5171510 5099618 44392731 44821636 2295799 2570326 628718 397340 9677014 8649386 12601531 11617052 X 31791200 33204584 31791200 33204584 44392731 44821636 892351 521033 0 X X 0 1 X 1 0 INDIANA POLITICAL ACTION COMMITTEE FOR EDUCATION 150 WEST MARKET STREET INDIANAPOLIS IN 46204 351712876 711000 NEA FUND FOR CHILDREN AND PUBLIC EDUCATION 1201 16TH ST WASHINGTON DC 20036 2806 1 0 0 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. 93768 149688 -55920 2053579 1266103 787476 731556 OPERATING LEASE - RIGHT-OF-USE ASSETS 5099618 5099618 NOTE PAYABLE - NEA 2469208 DUES PAYABLE - NEA 662623 DUE TO AFFILIATED ENTITIES 17850 OPERATING LEASE 5467345 FINANCE LEASE 17360 INCOME TAX PAYABLE 15000 8649386 22766218 521033 521033 22245185 0 22245185 21352834 0 21352834 0 21352834 X 1 1 X X X 0 0 0 KEITH GAMBILL PRESIDENT (THROUGH 7/14/25) 180681 0 0 0 38378 0 32523 0 45954 0 297536 0 0 0 KIM CLEMENTS-JOHNSON MANAGER 172400 0 0 0 3394 0 31248 0 64409 0 271451 0 0 0 COREY KERN MANAGER 171534 0 0 0 5621 0 31092 0 62739 0 270986 0 0 0 SANDRA STEELE MANAGER 179321 0 0 0 9316 0 32494 0 46494 0 267625 0 0 0 JERELL BLAKELEY MANAGER 160862 0 0 0 12631 0 29479 0 24177 0 227149 0 0 0 JENNIFER CLUTTER CFO (THROUGH 9/6/24) 124792 0 0 0 25922 0 26659 0 43826 0 221199 0 0 0 MATTHEW WHITSON CFO (SINCE 9/7/24) 114651 0 0 0 2705 0 21213 0 65419 0 203988 0 0 0 STEVEN WYNN UNISERV DIRECTOR 143597 0 0 0 4862 0 26421 0 24954 0 199834 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 400000 CASH LOANED