Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 09-01-2011 and ending 08-31-2012
BCheck if applicable:
CName of organization
NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1201 16th Street NW Suite 418
 
Room/suite
City or town, state or country, and ZIP + 4
Washington, DC20036
D Employer identification number

53-0115260
E Telephone number

G Gross receipts $ 401,253,927
F Name and address of principal officer:
Dennis Van Roekel
1201 16th Street NW Suite 418
Washington,DC20036
I
Tax-exempt status: ( 5 ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.nea.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1906
M State of legal domicile: DC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: See schedule O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 184
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 175
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 698
6 Total number of volunteers (estimate if necessary) .... 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 1,724,118
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 285,661
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 356,491,139 0
9 Program service revenue (Part VIII, line 2g) ......... 0 367,947,057
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 7,328,526 950,407
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 12,681,180 11,839,333
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 376,500,845 380,736,797
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 114,745,241 115,150,570
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 128,350,350 122,258,957
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 130,618,191 118,743,111
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 373,713,782 356,152,638
19 Revenue less expenses. Subtract line 18 from line 12....... 2,787,063 24,584,159
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 219,422,653 245,774,023
21 Total liabilities (Part X, line 26)............. 57,453,949 57,971,286
22 Net assets or fund balances. Subtract line 21 from line 20..... 161,968,704 187,802,737
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: See schedule O for response to Part I, line 1.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 0 including grants of $ 0 ) (Revenue $ 0 )
See schedule O for response to Part I, line 1.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $ 0 including grants of $ 0 ) (Revenue $ 0 )
4e Total program service expensesMediumBullet$ 0
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors? ........
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
Yes
 
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part IIIClick to see attachment........................
5
Yes
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part V
10
 
No
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
 
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
544
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
698
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
 
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
184
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
175
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
 
No
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
Timothy Hargrove
NEA 1201 16th St NW Suite 421
Washington,DC20036
(202) 822-7051
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Jenni Absalon
Board of Directors
 5 X           0 0 0
(2) Elizabeth Ahlgren
Board of Directors
 5 X           1,919 0 0
(3) Natha Anderson
Board of Directors
 5 X           0 0 0
(4) Ryan Anderson
Board of Directors
 5 X           0 0 0
(5) Kathleen Axtell
Board of Directors
 5 X           1,265 0 0
(6) Tiffany Back
Board of Directors
 5 X           0 0 0
(7) Joyce Bailey
Board of Directors
 5 X           0 0 0
(8) Alicia Bata
Board of Directors
 5 X           1,277 0 0
(9) Margaret Bean
Board of Directors
 5 X           0 0 0
(10) Monica Beaudoin
Board of Directors
 5 X           800 0 0
(11) Grace Bekaert
Board of Directors
 5 X           1,100 0 0
(12) Frances Bellinger
Board of Directors
 5 X           635 0 0
(13) Michael Beranek
Board of Directors
 5 X           0 0 0
(14) Mary Binegar
Board of Directors
 5 X           0 0 0
(15) Richard Bioteau
Board of Directors
 5 X           0 0 0
(16) Gilda Bloom-Leiva
Board of Directors
 5 X           1,724 0 0
(17) Kitty Boitnott
Board of Directors
 5 X           824 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Greg Bonacorsi
Board of Directors
 5 X           0 0 0
(19) Catherine Boudreau
Board of Directors
 5 X           1,800 0 0
(20) Connie Boylan
Board of Directors
 5 X           2,400 0 0
(21) Darla L Bramlette
Board of Directors
 5 X           1,850 0 0
(22) Gary Brennan
Board of Directors
 5 X           846 0 0
(23) Thomas Brenner
Board of Directors
 5 X           670 0 0
(24) Steven Brooks
Board of Directors
 5 X           0 0 0
(25) Eric Brown
Board of Directors
 5 X           1,000 0 0
(26) Susan Brown
Board of Directors
 5 X           0 0 0
(27) Valerie C Brown
Board of Directors
 5 X           1,383 0 0
(28) Frank Burger
Board of Directors
 5 X           1,442 0 0
(29) Lori Burris
Board of Directors
 5 X           720 0 0
(30) Carla Camp
Board of Directors
 5 X           1,200 0 0
(31) Andrew Campbell
Board of Directors
 5 X           2,324 0 0
(32) John Campbell
Board of Directors
 5 X           0 0 0
(33) Harry Camwell
Board of Directors
 5 X           0 0 0
(34) Maureen Carlos
Board of Directors
 5 X           740 0 0
(35) Estevan Carreon
Board of Directors
 5 X           0 0 0
(36) Joe Cerar
Board of Directors
 5 X           940 0 0
(37) Erik Champy
Board of Directors
 5 X           0 0 0
(38) Brian Chance
Board of Directors
 5 X           22,143 0 0
(39) Sue Cirillo
Board of Directors
 5 X           1,200 0 0
(40) Mary Clair
Board of Directors
 5 X           0 0 0
(41) Kimberly Colbert White
Board of Directors
 5 X           0 0 0
(42) Calvin Collins
Board of Directors
 5 X           600 0 0
(43) Melondia Corpus
Board of Directors
 5 X           1,040 0 0
(44) Renatae Cuffee
Board of Directors
 5 X           774 0 0
(45) Barbara Cunningham
Board of Directors
 5 X           1,320 0 0
(46) Leslie Dake
Board of Directors
 5 X           933 0 0
(47) Richard Davenport
Board of Directors
 5 X           1,040 0 0
(48) Linda Sue Dickey
Board of Directors
 5 X           639 0 0
(49) Stephanie Dilbeck
Board of Directors
 5 X           0 0 0
(50) Bonnie Doherty
Board of Directors
 5 X           0 0 0
(51) Lee Dorman
Board of Directors
 5 X           0 0 0
(52) William Dosher
Board of Directors
 5 X           0 0 0
(53) Joseph S Dushko
Board of Directors
 5 X           0 0 0
(54) Ron Edwards
Board of Directors
 5 X           1,200 0 0
(55) Scott Elingson
Board of Directors
 5 X           0 0 0
(56) Mavis Ellis
Board of Directors
 5 X           2,059 0 0
(57) Marsha Fabian
Board of Directors
 5 X           2,028 0 0
(58) Mary Jo Faust
Board of Directors
 5 X           0 0 0
(59) Patti Ferguson-Palmer
Board of Directors
 5 X           0 0 0
(60) Beverly Figlioli
Board of Directors
 5 X           1,060 0 0
(61) Kathleen Flaherty
Board of Directors
 5 X           0 0 0
(62) Thomas Fletcher
Board of Directors
 5 X           0 0 0
(63) Lawrence Garcia
Board of Directors
 5 X           0 0 0
(64) Doris Glover
Board of Directors
 5 X           764 0 0
(65) Timothy Graham
Board of Directors
 5 X           1,226 0 0
(66) Margie Granado
Board of Directors
 5 X           1,200 0 0
(67) Jacqui Greadington
Board of Directors
 5 X           0 0 0
(68) Jim Grimes
Board of Directors
 5 X           0 0 0
(69) Toni Guerra
Board of Directors
 5 X           0 0 0
(70) Kathi Gundlach
Board of Directors
 5 X           0 0 0
(71) Britt Hall
Board of Directors
 5 X           1,428 0 0
(72) Kay Hansen
Board of Directors
 5 X           1,080 0 0
(73) John Heineman
Board of Directors
 5 X           0 0 0
(74) Stephen Henry
Board of Directors
 5 X           1,200 0 0
(75) Pam Hill
Board of Directors
 5 X           0 0 0
(76) Steve Hinrichs
Board of Directors
 5 X           740 0 0
(77) Matthew Hiser
Board of Directors
 5 X           0 0 0
(78) Debbie Hogue-Downing
Board of Directors
 5 X           0 0 0
(79) Robin Holcombe
Board of Directors
 5 X           0 0 0
(80) Kimberly Howard
Board of Directors
 5 X           1,271 0 0
(81) Janie Hydrick
Board of Directors
 5 X           0 0 0
(82) Tripp Jeffers
Board of Directors
 5 X           0 0 0
(83) Mark Jewell
Board of Directors
 5 X           0 0 0
(84) Jeffery Johnson
Board of Directors
 5 X           2,400 0 0
(85) Sid Johnson
Board of Directors
 5 X           1,100 0 0
(86) Dale Kain
Board of Directors
 5 X           1,371 0 0
(87) Sidney Kardon
Board of Directors
 5 X           0 0 0
(88) Lola Kelly
Board of Directors
 5 X           0 0 0
(89) Marie Knutson
Board of Directors
 5 X           1,336 0 0
(90) Cathy Koehler
Board of Directors
 5 X           1,688 0 0
(91) Maury Koffman
Board of Directors
 5 X           0 0 0
(92) Michael Kruczek
Board of Directors
 5 X           1,140 0 0
(93) John Larson
Board of Directors
 5 X           0 0 0
(94) Grace E D Leavitt
Board of Directors
 5 X           880 0 0
(95) Catherine Leisek
Board of Directors
 5 X           0 0 0
(96) Diane Lillard
Board of Directors
 5 X           0 0 0
(97) Marianne Lowe
Board of Directors
 5 X           0 0 0
(98) Evelina Loya
Board of Directors
 5 X           0 0 0
(99) John Lucas
Board of Directors
 5 X           0 0 0
(100) Richard Lum
Board of Directors
 5 X           0 0 0
(101) Vickie Mahrt
Board of Directors
 5 X           0 0 0
(102) Ronald Martin
Board of Directors
 5 X           0 0 0
(103) Sergio Martinez
Board of Directors
 5 X           1,249 0 0
(104) Sonia Martin-Solis
Board of Directors
 5 X           1,793 0 0
(105) Jim McClure
Board of Directors
 5 X           0 0 0
(106) Mary McCorkle
Board of Directors
 5 X           952 0 0
(107) Kandie McDaniel
Board of Directors
 5 X           0 0 0
(108) Doreen McGuire-Grigg
Board of Directors
 5 X           1,543 0 0
(109) Kimberlee Mead
Board of Directors
 5 X           1,289 0 0
(110) Claire Merced
Board of Directors
 5 X           1,200 0 0
(111) Pam Mikkelson
Board of Directors
 5 X           1,255 0 0
(112) Cindy Miller
Board of Directors
 5 X           820 0 0
(113) Stephen Miller
Board of Directors
 5 X           908 0 0
(114) Eric Minore
Board of Directors
 5 X           1,140 0 0
(115) Donna Mirabelli
Board of Directors
 5 X           0 0 0
(116) Lisa Moon
Board of Directors
 5 X           0 0 0
(117) Philip Murray
Board of Directors
 5 X           0 0 0
(118) Michael Musser
Board of Directors
 5 X           1,074 0 0
(119) Judy Near
Board of Directors
 5 X           1,040 0 0
(120) Thomas Nicholas
Board of Directors
 5 X           1,415 0 0
(121) Donna Nielsen
Board of Directors
 5 X           3,582 0 0
(122) Rae Nwosu
Board of Directors
 5 X           0 0 0
(123) Jerry Oberhaus
Board of Directors
 5 X           961 0 0
(124) Joycelyn Olivier
Board of Directors
 5 X           0 0 0
(125) Lisa Ossian
Board of Directors
 5 X           0 0 0
(126) Kari Overall
Board of Directors
 5 X           0 0 0
(127) Eric Padget
Board of Directors
 5 X           0 0 0
(128) Tim Parker
Board of Directors
 5 X           0 0 0
(129) Sarah Patton
Board of Directors
 5 X           901 0 0
(130) Andrew Policastro
Board of Directors
 5 X           0 0 0
(131) Katherine Porter
Board of Directors
 5 X           1,415 0 0
(132) Dan Quinn
Board of Directors
 5 X           840 0 0
(133) Teresa Redwinski
Board of Directors
 5 X           1,185 0 0
(134) Shelia Remington
Board of Directors
 5 X           1,180 0 0
(135) Melvin Riddick
Board of Directors
 5 X           1,200 0 0
(136) Laurie Schorno
Board of Directors
 5 X           1,602 0 0
(137) Dawn Shephard Pope
Board of Directors
 5 X           3,596 0 0
(138) George Sheridan
Board of Directors
 5 X           1,334 0 0
(139) Alene Smith
Board of Directors
 5 X           700 0 0
(140) Diccie Smith
Board of Directors
 5 X           0 0 0
(141) Frances Smith
Board of Directors
 5 X           0 0 0
(142) Karen C Solheim
Board of Directors
 5 X           2,068 0 0
(143) Linda A Somo
Board of Directors
 5 X           0 0 0
(144) Jim Sproul
Board of Directors
 5 X           1,210 0 0
(145) Karin Stanford
Board of Directors
 5 X           920 0 0
(146) Eric Stinson
Board of Directors
 5 X           762 0 0
(147) Sam Talarico
Board of Directors
 5 X           1,317 0 0
(148) Andre Taylor
Board of Directors
 5 X           1,306 0 0
(149) Bob Thesman
Board of Directors
 5 X           0 0 0
(150) Michael Thurston
Board of Directors
 5 X           0 0 0
(151) Julia Todd
Board of Directors
 5 X           900 0 0
(152) Robert Travers
Board of Directors
 5 X           1,347 0 0
(153) Jolene Tripp
Board of Directors
 5 X           2,658 0 0
(154) Janifer Trowles
Board of Directors
 5 X           0 0 0
(155) Sherry Tucker
Board of Directors
 5 X           0 0 0
(156) Terrie A Tudor
Board of Directors
 5 X           0 0 0
(157) Tom Tully
Board of Directors
 5 X           0 0 0
(158) Wanda Ruffo Twigg
Board of Directors
 5 X           0 0 0
(159) Katherine Underwood
Board of Directors
 5 X           1,550 0 0
(160) Kathy Vetter
Board of Directors
 5 X           0 0 0
(161) Alex Wallace
Board of Directors
 5 X           0 0 0
(162) KC Walsh
Board of Directors
 5 X           1,600 0 0
(163) Gretchen Washington
Board of Directors
 5 X           1,650 0 0
(164) Karen Watters
Board of Directors
 5 X           1,200 0 0
(165) Erica Webber-Jones
Board of Directors
 5 X           1,785 0 0
(166) Eric Weiss
Board of Directors
 5 X           600 0 0
(167) George Williams
Board of Directors
 5 X           0 0 0
(168) Jameel Williams
Board of Directors
 5 X           880 0 0
(169) Kathy Williams
Board of Directors
 5 X           840 0 0
(170) Joyce R Wilson
Board of Directors
 5 X           790 0 0
(171) Nancy Wright
Board of Directors
 5 X           680 0 0
(172) Ruthie Wright
Board of Directors
 5 X           960 0 0
(173) Michele Yakopcic
Board of Directors
 5 X           1,020 0 0
(174) Lois Yukna
Board of Directors
 5 X           600 0 0
(175) Jamie Zartler
Board of Directors
 5 X           1,402 0 0
(176) Greg Johnson
Executive Committee
 40 X           80,422 0 0
(177) Christy Levings
Executive Committee
 40 X           71,824 0 0
(178) Paula Monroe
Executive Committee
 40 X           72,645 0 0
(179) Princess Moss
Executive Committee
 40 X           73,076 0 0
(180) Joyce Powell
Executive Committee
 40 X           72,045 0 0
(181) Earl Wiman
Executive Committee
 40 X           31,996 0 0
(182) Dennis Van Roekel
President
 40 X   X       374,325 0 154,630
(183) Lily Eskelsen
Vice President
 40 X   X       315,672 0 132,587
(184) Rebecca Pringle
NEA Secty/Treas
 40 X   X       318,663 0 141,470
(185) Leonard Paolillo
Executive Committee
 40 X         X 44,060 0 0
(186) John Stocks
Executive Director
 40       X     291,407 0 159,488
(187) Michael McPherson
CFO
 40       X     246,295 0 140,151
(188) John Wilson
Executive Director
 40       X   X 565,575 0 182,646
(189) Sheila Simmons
Director
 40         X   271,623 0 116,832
(190) Peter Arum
Senior Policy Advisor
 40         X   250,812 0 97,679
(191) James E Gattis
Manager
 40         X   235,197 0 105,658
(192) Edith Jefferson
Manager
 40         X   233,969 0 96,775
(193) John Yrchik
State Affiliate Exec Dir
 40         X   250,728 0 96,403
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 3,944,272 0 1,424,319
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet414
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
Yes
 
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
BREDHOFF & KAISER
805 15TH STREET NW
WASHINGTON,DC20005 		LAW FIRM 5,231,154
CONVENTIONS EXHIBITS PROMOTIONS INC
1055 RESEARCH CENTER DR
Atlanta,GA30331 		CONVENTION MANAGEMENT 3,784,064
TMA RESOURCES INC
1919 GALLOWS RD SUITE 400
VIENNA,VA22182 		SOFTWARE DEVELOPER 2,326,284
BANTA DBA RR DONNELLEY
PO BOX 730216
DALLAS,TX75373 		PRINTER 1,371,028
B-LINE EXPRESS
PO BOX 6146
COLUMBIA,MD21045 		COMPUTER SYSTEMS CONSULTANTS 986,721
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet72
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 0
b Membership dues....1b 0
c Fundraising events....1c 0
d Related organizations...1d 0
e Government grants (contributions)1e 0
f All other contributions, gifts, grants, and
similar amounts not included above1f 		0
g Noncash contributions included in lines 1a-1f:$ 0
h Total. Add lines 1a-1f.......MediumBullet 0
Program Service Revenue Business Code
2a Membership Dues 900,099 367,947,057 367,947,057 0 0
b
c
d
e
f All other program service revenue . 0 0 0 0
g Total. Add lines 2a–2f........MediumBullet 367,947,057
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 964,786 0 0 964,786
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0 0 0 0
5 Royalties............MediumBullet 113 0 0 113
(i) Real (ii) Personal
6a Gross rents 0 0
b Less: rental expenses 0 0
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0 0 0 0
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 20,277,782 0
b Less: cost or other basis and sales expenses 20,292,161 0
c Gain or (loss) -14,379 0
d Net gain or (loss)..........MediumBullet -14,379 0 0 -14,379
8a Gross income from fundraising events (not including
$ 0
of contributions reported on line 1c). See Part IV, line 18 ...
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from fundraising events..MediumBullet 0 0 0
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from gaming activities...MediumBullet 0 0 0 0
10a Gross sales of inventory, less
returns and allowances .
a 92,031
b Less: cost of goods sold ..b 224,969
c Net income or (loss) from sales of inventory..MediumBullet -132,938 -132,938 0 0
Miscellaneous Revenue Business Code
11a Advertising 541,800 1,724,118 0 1,724,118 0
b Reimbursement of Salaries 900,099 2,855,675 2,855,675 0 0
c Reimbursement of EDP Charges 900,099 1,543,421 1,543,421 0 0
d All other revenue .... 5,848,944 5,848,944 0 0
e Total. Add lines 11a–11d ......MediumBullet 11,972,158
12 Total revenue. See Instructions....MediumBullet 380,736,797 378,062,159 1,724,118 950,520
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 115,150,570  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 2,259,385      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 62,102,362      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 36,773,184      
9 Other employee benefits ....... 16,461,392      
10 Payroll taxes ........... 4,662,634      
11 Fees for services (non-employees):        
a Management ...... 3,271,355      
b Legal ......... 3,571,552      
c Accounting ........... 680,015      
d Lobbying ........... 702,387      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 0      
g Other .......... 6,323,567      
12 Advertising and promotion .... 4,665,313      
13 Office expenses ....... 3,347,407      
14 Information technology ...... 9,037,914      
15 Royalties .. 0      
16 Occupancy ........... 4,399,868      
17 Travel ............ 15,273,183      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 8,577,692      
20 Interest ........... 277      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 7,641,274      
23 Insurance .............. 12,689,577      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a Publication Cost 7,758,881      
b Income Tax Expense 287,760      
c Ballot Initiatives 18,585,066      
d Membership Dues & Subscriptions 5,551,394      
e
f All other expenses 6,378,629      
25 Total functional expenses. Add lines 1 through 24f 356,152,638 0 0 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 0 1 0
2 Savings and temporary cash investments ....... 58,940,843 2 84,637,035
3 Pledges and grants receivable, net ......... 0 3 0
4 Accounts receivable, net ......... 32,705,663 4 34,154,285
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 7,335,213 7 8,270,457
8 Inventories for sale or use .............. 220,410 8 0
9 Prepaid expenses and deferred charges ............ 1,648,186 9 1,621,535
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 150,397,875
b Less: accumulated depreciation. ..... 10b 107,440,598 46,875,459 10c 42,957,277
11 Investments—publicly traded securities .......... 21,574,290 11 23,953,560
12 Investments—other securities. See Part IV, line 11 ...... 48,610,209 12 48,273,775
13 Investments—program-related. See Part IV, line 11 ..   13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 1,512,380 15 1,906,099
16 Total assets. Add lines 1 through 15 (must equal line 34)... 219,422,653 16 245,774,023
Liabilities 17 Accounts payable and accrued expenses . 35,637,065 17 35,027,720
18 Grants payable .......... 0 18 800,000
19 Deferred revenue .......... 14,928,215 19 15,506,761
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 6,888,669 25 6,636,805
26 Total liabilities. Add lines 17 through 25..... 57,453,949 26 57,971,286
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 161,968,704 27 187,802,737
28 Temporarily restricted net assets ..... 0 28 0
29 Permanently restricted net assets ..... 0 29 0
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 161,968,704 33 187,802,737
34 Total liabilities and net assets/fund balances ..... 219,422,653 34 245,774,023
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
380,736,797
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
356,152,638
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
24,584,159
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
161,968,704
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
1,249,874
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
187,802,737
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2011)
Additional Data


Software ID: 11000129
Software Version: v1.00
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES
 
Employer identification number

53-0115260
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$ 4,253,630
3
Volunteer hours ........................................
0

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$ 0
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$ 0
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$ 0
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
(1) NEA ADVOCACY FUND
  		1201 16TH ST NW RM 418
WASHINGTON,DC20036 		27-2152012 0 4,500,000










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
Yes
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
No
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
No
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
SchC_P1A_S00_L01 Schedule C, Part I-A, Line 1 Political activities that do not constitute an "exempt function" as defined by IRC 527, including communications to members concerning identifiable federal and nonfederal candidates and expenses for the administration and fundraising for the taxpayer's separate segregated funds.
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID: 11000129
Software Version: v1.00

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES
 
Employer identification number

53-0115260
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance ....        
b Contributions ........        
c Net investment earnings, gains, and losses ...        
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		       
f Administrative expenses ....        
g End of year balance ......        
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 0 1,753,777 1,753,777
b Buildings ................ 0 77,783,887 46,272,732 31,511,155
c Leasehold improvements ............ 0 1,942,637 960,581 982,056
d Equipment ................ 0 68,917,574 60,207,285 8,710,289
e Other ................. 0 0 0 0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 42,957,277
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) 100% National Education Employees Assistance Fund 		138,669 F

(B) 100% of NEA Member Benefits Corporation 		32,781,721 F

(C) 100% of NEA Properties Inc 		15,353,385 F






Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 48,273,775
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
Severance Liability 6,636,805








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 6,636,805
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 380,736,797
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 356,152,638
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 24,584,159
4 Net unrealized gains (losses) on investments .......................... 4 1,249,874
5 Donated services and use of facilities ............................. 5 0
6 Investment expenses ................................... 6 0
7 Prior period adjustments .................................. 7 0
8 Other (Describe in Part XIV.) ................................. 8 654,709
9 Total adjustments (net). Add lines 4 through 8 ......................... 9 1,904,583
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 26,488,742
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 420,047,064
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 1,249,874
b Donated services and use of facilities ......... 2b 0
c Recoveries of prior year grants ........... 2c 0
d Other (Describe in Part XIV.) ............ 2d 49,357,402
e Add lines 2a through 2d ..................... 2e 50,607,276
3 Subtract line 2e from line 1..................... 3 369,439,788
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 0
b Other (Describe in Part XIV.) ........... 4b 11,297,009
c Add lines 4a and 4b....................... 4c 11,297,009
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 380,736,797
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 391,085,486
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 0
b Prior year adjustments .............. 2b 0
c Other losses ................ 2c 0
d Other (Describe in Part XIV.) ............ 2d 39,474,962
e Add lines 2a through 2d...................... 2e 39,474,962
3 Subtract line 2e from line 1..................... 3 351,610,524
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 0
b Other (Describe in Part XIV.) ............ 4b 4,542,114
c Add lines 4a and 4b....................... 4c 4,542,114
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 356,152,638
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
SchD_P10_S00_L01 Schedule D, Part X, Line 1 NEA has a policy entitling employees with over 10 years of service to severance pay equal to 10 weeks of salary. NEA's accrued severance pay has been calculated to approximate Accounting Standards Codification 712, Compensation Non-Retirement Postemployment Benefits.
SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Tax adjustment associated with change from consolidated basis in audited financial statements.
SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Revenue from subsidaries in financial statements $53,245,681. Expenses that were netted against revenue in the audited financials -$3,888,279.
SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Current year loss from wholly owned subsidiaries $336,431. Revenues that were netted against expenses on the audited financials $11,633,440.
SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Gross expenses of wholly owned subsidiaries included in the audited financial statement $51,108,402. Revenue that was netted against expenses in the audited financial statements -$11,633,440.
SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b NEEAF activity eliminated during consolidation $874. Expenses that were netted against income on the audited financial statements $3,888,279. Tax adjustment for removal of independent entity reported on consolidated basis in audited financial statements $654,709.
Schedule D (Form 990) 2011

Additional Data


Software ID: 11000129
Software Version: v1.00




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES
 
Employer identification number
53-0115260
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) ALABAMA EDUCATION ASSOCIATIONPO BOX 4177
MONTGOMERY,AL361034177 		63-0002660 501(c)(5) 4,446,811 0     Financial Assistance
(2) AMERICA VOTES1401 NEW YORK AVE NW
SUITE 720
WASHINGTON,DC20005 		26-4568349 501(c)(4) 359,750 0     Financial Assistance
(3) AMERICAN CONSTITUTION SOCIETYATTN MELODIE DEMULLING
1333 H ST NW 11TH FLOOR
WASHINGTON,DC20005 		52-2313694 501(c)(3) 10,000 0     Financial Assistance
(4) AMERICAN FEDERATION OF TEACHERS555 NEW JERSEY AVE NW
WASHINGTON,DC200012079 		36-0715240 501(c)(5) 33,575 0     Financial Assistance
(5) AMERICAS FAMILY FIRST INC2715 M ST NW
WASHINGTON,DC20007 		27-0419971 501(c)(4) 300,000 0     Financial Assistance
(6) ARIZONA EDUCATION ASSOCIATION345 E PALM LN
PHOENIX,AZ850041532 		86-0002685 501(c)(6) 1,311,988 0     Financial Assistance
(7) ARKANSAS EDUCATION ASSOCIATION1500 W FOURTH ST
LITTLE ROCK,AR72201 		71-0004515 501(c)(6) 578,605 0     Financial Assistance
(8) ASIAN AMERICAN LEGAL DEFENSE & EDUCATION99 HUDSON STREET
12TH FLOOR
NEW YORK,NY10013 		13-2855641 501(c)(3) 7,500 0     Financial Assistance
(9) ASIAN PACIFIC AMERICAN INSTITUTE FOR
CONGRESSIONAL STUDIES1001 CONNECTICUT AVE NW
STE 835
WASHINGTON,DC20036 		52-1917903 501(c)(3) 10,000 0     Financial Assistance
(10) AUSTIN EDUCATION ASSOCIATION405 31ST ST NW
AUSTIN,MN559129234 		23-7125487 501(c)(5) 10,351 0     Financial Assistance
(11) BALLOT INITIATIVE STRATEGY CENTER1825 K ST NW
SUITE 411
WASHINGTON,DC20006 		04-3454684 501(c)(3) 50,000 0     Financial Assistance
(12) BE THE CHANGE INC2 CANAL PARK
5TH FLOOR
CAMBRIDGE,MA02141 		26-0402451 501(c)(3) 100,000 0     Financial Assistance
(13) BEAUMONT TEACHERS ASSOCIATON39692 BALDI CT
CHERRY VALLEY,CA92223 		95-0826320 501(c)(5) 12,500 0     Financial Assistance
(14) BOARD OF HISPANIC CAUCUS CHAIRS1001 CONGRESS AVE SUITE 100
SUITE 100
AUSTIN,TX78701 		20-2075553 501(c)(3) 10,000 0     Financial Assistance
(15) BRAY CENTER924 CENTER ST
RACINE,WI53403 		39-1136874 501(c)(3) 45,960 0     Financial Assistance
(16) BROWARD TEACHERS UNION6000 NORTH UNIVERSITY DRIVE
TAMARAC,FL33321 		23-7105238   60,000 0     Financial Assistance
(17) CALIFORNIA COMMUNITY FOUNDATIONATTN DREAM SUMMER
675 S PARK VIEW ST
LOS ANGELES,CA900573306 		95-3510055 501(c)(3) 6,000 0     Financial Assistance
(18) CALIFORNIA TEACHERS ASSOCIATION1705 MURCHISON DRIVE
BURLINGAME,CA94010 		94-0362310 501(c)(5) 13,399,833 0     Financial Assistance
(19) CAMPAIGN FOR AMERICA'S FUTURE1825 K ST NW
SUITE 400
WASHINGTON,DC20006 		52-1861766 501(c)(4) 20,000 0     Financial Assistance
(20) CENTER FOR AMERICAN PROGRESS-ACTION FUND1333 H STREET NW
10TH FLOOR
WASHINGTON,DC20005 		30-0126510 501(c)(3) 35,000 0     Financial Assistance
(21) CENTRAL INTERCOLLEGIATE ATHLETIC ASN22 ENTERPRISE PARKWAY STE 210
P O BOX 7349
HAMPTON,VA23666 		54-0698623 501(c)(3) 50,000 0     Financial Assistance
(22) CITIZENS HELPING HEROES INC1523 26TH ST NW
WASHINGTON,DC20007 		11-3699498 501(c)(3) 10,000 0     Financial Assistance
(23) COBB COUNTY ASSOCIATION OF EDUCATORS1690 ROBERTS BLVD SUITE 117
KENNESAW,GA30144 		58-1640853 501(c)(6) 10,000 0     Financial Assistance
(24) COLORADO EDUCATION ASSOCIATION1500 GRANT STREET
DENVER,CO80203 		84-0172608 501(c)(5) 2,181,414 0     Financial Assistance
(25) COMMITTEE FOR CHARLOTTE 2012400 SOUTH TYRON ST
SUITE 500
CHARLOTTE,NC28202 		000000000 501(c)(3) 250,000 0     Financial Assistance
(26) COMMITTEE FOR EDUCATION FUNDING1640 RHODA ISLAND AVE
NW SUITE 600
WASHINGTON,DC20036 		52-0891509 501(c)(4) 17,713 0     Financial Assistance
(27) CONGRESSIONAL HISPANIC CAUCUS INSTITUTE911 2ND STREET NE
WASHINGTON,DC20002 		52-1114225 501(c)(3) 50,000 0     Financial Assistance
(28) CONNECTICUT EDUCATION ASSOCIATIONCAPITOL PLACE
21 OAK STREET SUITE 500
HARTFORD,CT061068001 		06-0666277 501(c)(5) 1,224,404 0     Financial Assistance
(29) DELAWARE STATE EDUCATION ASSOCIATION136 E WATER STREET
DOVER,DE199013614 		51-0061551 501(c)(5) 742,966 0     Financial Assistance
(30) DEMOCRACY ALLIANCE1575 EYE STREET NW
WASHINGTON,DC20005 		20-2130918 Taxable Nonprofit 75,000 0     Financial Assistance
(31) DEMOCRATIC GAIN888 16TH ST NW
SUITE 650
WASHINGTON,DC20006 		87-0694232 501(c)(6) 10,000 0     Financial Assistance
(32) ECONOMIC POLICY INSTITUTE1333 H STREET NW
SUITE 300 EAST TOWER
WASHINGTON,DC200054707 		52-1368964 501(c)(3) 250,000 0     Financial Assistance
(33) EDUCATION MINNESOTA41 SHERBURNE AVENUE
ST PAUL,MN55103 		41-1916882 501(c)(5) 1,977,492 0     Financial Assistance
(34) EDUCATION MINNESOTA - WILMAR1208 11TH ST SE
WILMAR,MN56201 		23-7125466 501(c)(5) 12,500 0     Financial Assistance
(35) EDWARD M KENNEDY INST FOR THE US SENATE400 ATLANTIC AVENUE
BOSTON,MA02110 		27-0963869 501(c)(3) 200,000 0     Financial Assistance
(36) ESPN REGIONAL TELEVISION INC13057 COLLECTIONS CENTER DR
CHICAGO,IL60694 		13-3779204 #N/A 12,000 0     Financial Assistance
(37) FAIR ELECTIONS LEGAL NETWORK1825 K STREET NW SUITE 450
WASHINGTON,DC20006 		20-5087102 LLC 50,000 0     Financial Assistance
(38) FEDERAL EDUCATION ASSOCIATION1201 16TH ST N SUITE 117
WASHINGTON,DC20036 		98-0105622 501(c)(5) 525,113 0     Financial Assistance
(39) FITCHBURG EDUCATION ASSOCIATION21 CULLEY ST
SUITE 001
FITCHBURG,MA01420 		23-7134458 501(c)(5) 12,500 0     Financial Assistance
(40) FLORIDA EDUCATION ASSOCIATION213 SOUTH ADAMS STREET
TALLAHASSEE,FL323011720 		59-3685541 501(c)(5) 3,258,646 0     Financial Assistance
(41) GEORGE WASHINGTON UNIVERSITYSPEC COLLECTION RES CTR
2130 H ST NW
WASHINGTON,DC20052 		53-0196584 501(c)(3) 100,000 0     Financial Assistance
(42) GEORGIA ASSOCIATION OF EDUCATORS100 CRESCENT CENTER PARKWAY
SUITE 500
TUCKER,GA30084 		58-1086686 501(c)(6) 1,764,595 0     Financial Assistance
(43) HAWAII STATE TEACHERS ASSOCIATION1200 ALA KAPUNA STREET
HONOLULU,HI96819 		99-0145127 501(c)(5) 766,725 0     Financial Assistance
(44) HEALTH CARE FOR AMERICA NOW1825 K STREET NW
SUITE 400
WASHINGTON,DC20006 		35-2332813 501(c)(4) 100,000 0     Financial Assistance
(45) HEROS INCPO BOX 1271
LEBANON,TN370881271 		62-1636162 501(c)(3) 50,000 0     Financial Assistance
(46) HIP HOP CAUCUS EDUCATION FUND INC20 F ST NW
7TH FLR
WASHINGTON,DC20001 		27-1165010 501(c)(3) 15,000 0     Financial Assistance
(47) HOWARD THEATRE RESTORATION INC620 T ST NW
WASHINGTON,DC20001 		11-3810472 501(c)(3) 25,000 0     Financial Assistance
(48) IDAHO EDUCATION ASSOCIATION620 N 6TH STREET
PO BOX 2638
BOISE,ID83701 		82-0129950 501(c)(5) 743,175 0     Financial Assistance
(49) ILLINOIS EDUCATION ASSOCIATION100 E EDWARDS ST
SPRINGFIELD,IL62704 		37-1148612 501(c)(5) 4,277,953 0     Financial Assistance
(50) INDIANA STATE TEACHERS ASSOCIATION150 WEST MARKET STREET
SUITE 900
INDIANAPOLIS,IN462042875 		35-1148612 501(c)(5) 1,178,073 0     Financial Assistance
(51) INFORMATION MANAGEMENT SERVICE INC1436 U Street NW
SUITE 103
WASHINGTON,DC20009 		52-2042590 #N/A 53,000 0     Financial Assistance
(52) IOWA STATE EDUCATION ASSOCIATION777 3RD STREET
DES MOINES,IA50309 		42-0335775 501(c)(5) 1,233,070 0     Financial Assistance
(53) KANSAS NEA715 SOUTH WEST 10TH AVENUE
TOPEKA,KS66612 		56-0562849 501(c)(5) 980,955 0     Financial Assistance
(54) KANSAS VALUES INSTITUTEPO BOX 2124
TOPEKA,KS66601 		45-2621342 501(c)(4) 49,950 0     Financial Assistance
(55) KENTUCKY EDUCATION ASSOCIATION401 CAPITOL AVENUE
FRANKFORT,KY406012836 		61-0245450 501(c)(6) 1,717,093 0     Financial Assistance
(56) LAKE RESEARCH PARTNERS1726 M STREET NW
SUITE 1100
WASHINGTON,DC20036 		52-1739514 #N/A 30,952 0     Financial Assistance
(57) LEARNING FORWARD504 LOCUST ST
OXFORD,OH45056 		31-0955962 501(c)(3) 25,000 0     Financial Assistance
(58) LINCOLN COUNTY EDUCATION ASSNNEWPORT INTERMEDIATE
825 NE 7TH STREET
NEWPORT,OR97365 		000000000 501(c)(5) 6,250 0     Financial Assistance
(59) LINCOLN EDUCATION ASSOCIATION4920 NORMAL BLVD
LINCOLN,NE68506 		47-0465895 501(c)(5) 11,250 0     Financial Assistance
(60) LOUISIANA ASSOCIATION OF EDUCATORS8322 ONE CALAIS AVE
BATON ROUGE,LA70809 		72-0824390 501(c)(5) 744,601 0     Financial Assistance
(61) MAINE EDUCATION ASSOCIATION35 COMMUNITY DRIVE
AUGUSTA,ME04330 		01-0114035 501(c)(5) 943,535 0     Financial Assistance
(62) MARION EDUCATION ASSOCIATION2801 SW COLLEGE ROAD
SUITE 14
OCALA,FL34474 		23-7087221 501(c)(5) 10,220 0     Financial Assistance
(63) MARYLAND STATE EDUCATION ASSOCIATIONFINANCE AND ACCOUNTING DIV
140 MAIN STREET
ANNAPOLIS,MD21401 		52-0607919 501(c)(5) 2,310,721 0     Financial Assistance
(64) MARYSVILLE SCHOOL DISTRICT4220 80TH ST NE
MARYSVILLE,WA98270 		94-3110130 501(c)(5) 10,000 0     Financial Assistance
(65) MASSACHUSETTS TEACHERS ASSOCIATIONATTN KATHLEEN CONWAY
20 ASHBURTON PLACE
BOSTON,MA02108 		04-1591200 501(c)(5) 4,065,055 0     Financial Assistance
(66) MEA-MFT1232 EAST 6TH AVENUE
HELENA,MT59601 		81-0169635 501(c)(5) 718,593 0     Financial Assistance
(67) MICHIGAN EDUCATION ASSOCIATION1350 KENDALE BLVD
EAST LANSING,MI48826 		38-0827000 501(c)(5) 5,683,763 0     Financial Assistance
(68) MISSISSIPPI ASSOCIATION OF EDUCATORS775 NORTH STATE STREET
JACKSON,MS392023086 		64-0585930 501(c)(5) 878,388 0     Financial Assistance
(69) MISSOURI -NEA1810 EAST ELM STREET
JEFFERSON CITY,MO651014147 		43-1005404 501(c)(5) 1,228,989 0     Financial Assistance
(70) NAACP4805 MT HOPE DRIVE
BALTIMORE,MD21215 		13-1084135 501(c)(3) 10,000 0     Financial Assistance
(71) NATIONAL ACTION NETWORKHOUSE OF JUSTICE
106 WEST 145TH STREET
NEW YORK,NY10039 		11-3269182 501(c)(4) 25,000 0     Financial Assistance
(72) NATIONAL CITY ELEMENTARY TEACHERS ASSN196 LANDIS AVE
CHULA VISTA,CA91910 		95-3094163 501(c)(5) 6,316 0     Financial Assistance
(73) NATIONAL EDUCATION EMPLOYEES
ASSISTANCE FUND1201 16TH STREET NW
WASHINGTON,DC20036 		23-7073278 501(c)(5) 9,000 0     Financial Assistance
(74) NATIONAL HISPANA LEADERSHIP INSTITUTE1601 N KENT ST
SUITE 803
ARLINGTON,VA22209 		74-2544980 501(c)(3) 25,000 0     Financial Assistance
(75) National Public Pension Coalition1900 L STREET NW
WASHINGTON,DC20036 		20-5939282 501(c)(4) 135,000 0     Financial Assistance
(76) NATIONAL WOMEN'S LAW CENTER11 DUPONT CIRCLE NW
SUITE 800
WASHINGTON,DC20036 		52-1213010 501(c)(3) 10,000 0     Financial Assistance
(77) NEA ALASKA4100 SPENARD ROAD
ANCHORAGE,AK99517 		92-0022642 501(c)(5) 747,518 0     Financial Assistance
(78) NEA FOUNDATION FOR THE
IMPROVEMENT OF EDUCATION1201 16TH STREET NW
WASHINGTON,DC20036 		23-7035089 527 8,150 0     Financial Assistance
(79) NEA HEALTH INFORMATION NETWORK1201 16TH ST NW SUITE 216
WASHINGTON,DC20036 		52-1898631 501(c)(3) 580,000 0     Financial Assistance
(80) NEA NEW HAMPSHIRE9 SOUTH SPRING STREET
CONCORD,NH033012425 		02-0226432 501(c)(6) 732,494 0     Financial Assistance
(81) NEA NEW MEXICO2007 BOTULPH
SANTA FE,NM87504 		85-0114142 501(c)(6) 698,300 0     Financial Assistance
(82) NEA RHODE ISLAND99 BALD HILL ROAD
CRANSTON,RI02920 		05-0255676 501(c)(6) 690,068 0     Financial Assistance
(83) NEBRASKA STATE EDUCATION ASSN605 SOUTH 14TH STREET
SUITE 200
LINCOLN,NE68508 		47-0358863 501(c)(5) 1,156,377 0     Financial Assistance
(84) NEVADA STATE EDUCATION ASSOCIATION3511 E HARMON AVE
SUITE C
LAS VEGAS,NV89121 		88-0063221 501(c)(5) 1,525,823 0     Financial Assistance
(85) NEW JERSEY EDUCATION ASSOCIATIONPO BOX 36361
NEWARK,NJ071886361 		21-0524390 501(c)(5) 6,504,517 0     Financial Assistance
(86) NEW YORK STATE UNITED TEACHERS800 TROY-SCHENECTADY RD
LATHAM,NY121102455 		14-1584772 501(c)(5) 1,797,253 0     Financial Assistance
(87) NORTH CAROLINA ASSN OF EDUCATORSPO BOX 27347
RALEIGH,NC276117347 		56-0948289 501(c)(6) 2,039,284 0     Financial Assistance
(88) NORTH DAKOTA EDUCATION ASSOCIATION410 E THAYER AVE
BISMARK,ND585014049 		45-0173140 501(c)(6) 582,606 0     Financial Assistance
(89) NORTHFIELD EDUCATION ASSOCIATION1400 DIVISION
NORTHFIELD,MN55057 		23-7125385 501(c)(5) 12,500 0     Financial Assistance
(90) OHIO EDUCATION ASSOCIATION225 EAST BROAD STREET
COLUMBUS,OH43216 		31-4269414 501(c)(6) 5,324,433 0     Financial Assistance
(91) OKLAHOMA EDUCATION ASSOCIATION323 EAST MADISON
OKLAHOMA CITY,OK73105 		73-0384310 501(c)(6) 1,258,044 0     Financial Assistance
(92) OLE EDUCATION FUND411 BELLAMAH NW
ALBUQUERQUE,NM87102 		27-1275857 501(c)(3) 115,000 0     Financial Assistance
(93) OREGON EDUCATION ASSOCIATION6900 SW ATLANTA STREET
PORTLAND,OR972238598 		93-0243443 501(c)(5) 2,004,252 0     Financial Assistance
(94) PARKLAND EDUCATION ASSOCIATION226 ELM ST
ALLENTOWN,PA18104 		23-2640034 501(c)(5) 8,085 0     Financial Assistance
(95) PATRIOT MAJORITY USA1717 RHODE ISLAND AVE
SUITE 660
WASHINGTON,DC20036 		45-0710294 501(c)(4) 100,000 0     Financial Assistance
(96) PENNSYLVANIA STATE EDUCATION ASSN400 N 3RD STREET
HARRISBURG,PA17105 		23-0961125 501(c)(6) 5,188,883 0     Financial Assistance
(97) PEOPLE FOR THE AMERICAN WAY2000 M STREET NW
SUITE 400
WASHINGTON,DC20036 		13-3065716 501(c)(3) 115,000 0     Financial Assistance
(98) PERRIS ELEMENTARY TEACHERS ASSOCIATION222 W SUNSET LN
SAN JACINTO,CA92583 		33-0611939 501(c)(5) 8,250 0     Financial Assistance
(99) PICKERINGTON EDUCATION ASSOCIATION11213 FOREST LANE
PICKERINGTON,OH43147 		31-1218283 501(c)(5) 16,500 0     Financial Assistance
(100) POD NETWORKPO BOX 3318
NEDERLAND,CO80466 		52-1139670 501(c)(3) 5,500 0     Financial Assistance
(101) PRIOR LAKE-SAVAGE EDUCATION ASSOCIATION7575 W 150TH ST
SAVAGE,MN55378 		23-7125446 501(c)(5) 9,552 0     Financial Assistance
(102) PROGRESS NOW1600 UNIVERSITY AVE W
SUITE 309B
ST PAUL,MN55104 		20-8720291 501(c)(4) 100,000 0     Financial Assistance
(103) PROGRESSIVE STATES ACTION82 WALL ST
SUITE 200
NEW YORK,NY10005 		20-3169871 501(c)(4) 100,000 0     Financial Assistance
(104) REBUILD AMERICA'S SCHOOLS1440 N STREET NW
SUITE 1016
WASHINGTON,DC20005 		52-2081068 501(c)(3) 10,000 0     Financial Assistance
(105) REPUBLICAN MAIN STREET PARTNERSHIP325 7TH ST NW SUITE 610
WASHINGTON,DC20004 		59-1828852 501(c)(4) 25,000 0     Financial Assistance
(106) RIPON SOCIETY1300 L STREET NW
SUITE 900
WASHINGTON,DC20005 		04-2370356 501(c)(4) 10,000 0     Financial Assistance
(107) ROBERT RUSSA MOTON MUSEUMPO BOX 908
FARMVILLE,VA23901 		54-1867789 501(c)(3) 100,000 0     Financial Assistance
(108) SAN JACINTO TEACHERS ASSOCIATION2167 GLENWOOD AVE
HEMET,CA92545 		33-0016902 501(c)(5) 12,500 0     Financial Assistance
(109) SEARAC1628 16th St NW
WASHINGTON,DC20009 		52-1161473 501(c)(3) 7,500 0     Financial Assistance
(110) SERVICE EMPLOYEES INTERNATIONAL UNION1800 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		36-0852885 501(c)(5) 15,333 0     Financial Assistance
(111) SOUTH CAROLINA EDUCATION ASSOCIATION421 ZIMALCREST DR
COLUMBIA,SC29210 		57-0275275 501(c)(6) 738,334 0     Financial Assistance
(112) SOUTH DAKOTA EDUCATION ASSOCIATION411 E CAPITOL AVE
PIERRE,SD57501 		46-0191735 501(c)(6) 670,524 0     Financial Assistance
(113) TENNESSEE EDUCATION ASSOCIATION801 2ND AVENUE NORTH
NASHVILLE,TN372011099 		62-0380018 501(c)(6) 1,580,941 0     Financial Assistance
(114) TEXAS STATE TEACHERS ASSOCIATION316 WEST 12TH STREET
AUSTIN,TX787016060 		74-1316497 501(c)(5) 2,921,284 0     Financial Assistance
(115) THE SMILEY GROUP4434 CRENSHAW BLVD
LOS ANGELES,CA90043 		95-4770291 501(c)(3) 35,000 0     Financial Assistance
(116) UNIVERSITY OF HAWAII PROF ASSEMBLY1017 PALM DRIVE
HONOLULU,HI96814 		99-0156407 501(c)(5) 353,255 0     Financial Assistance
(117) UNIVERSITY OF THE DISTRICT OF COLUMBIA4250 CONNECTICUT AVENUE NW
ROOM 3006
WASHINGTON,DC20008 		52-1212211 501(c)(5) 35,435 0     Financial Assistance
(118) US HISPANIC LEADERSHIP INSTITUTE431 S DEARBORN ST
SUITE 1203
CHICAGO,IL60605 		36-3191740 501(c)(3) 75,000 0     Financial Assistance
(119) UTAH EDUCATION ASSOCIATION875 EAST 5180 SOUTH
MURRAY,UT84107 		87-0187145 501(c)(6) 730,038 0     Financial Assistance
(120) UTAH SCHOOL EMPLOYEES ASSOCIATION864 EAST ARROWHEAD LN
MURRAY,UT841075211 		87-0285270 501(c)(5) 234,227 0     Financial Assistance
(121) VERMONT-NEA10 WHEELOCK STREET
MONTPELIER,VT056023737 		03-0276708 501(c)(5) 878,453 0     Financial Assistance
(122) VIRGINIA EDUCATION ASSOCIATION116 S THIRD ST
RICHMOND,VA23219 		54-0540102 501(c)(5) 1,874,915 0     Financial Assistance
(123) VOCES DE LA FRONTERA1027 S 5TH ST
MILWAUKEE,WI53204 		39-2010107 501(c)(3) 23,515 0     Financial Assistance
(124) WASHINGTON EDUCATION ASSOCIATIONPO BOX 9100
FEDERAL WAY,WA980639100 		91-0460645 501(c)(5) 3,241,727 0     Financial Assistance
(125) WAYNE EDUCATION ASSOCIATION551 VALLEY RD
WAYNE,NJ07470 		22-6046633 501(c)(5) 16,500 0     Financial Assistance
(126) WDC MLK NATIONAL MEMORIALPROJECT FOUNDATION INC
401 F STREET NW - SUITE 334
WASHINGTON,DC20001 		52-2145683 501(c)(3) 166,666 0     Financial Assistance
(127) WELLSTONE ACTION2446 UNIVERSITY AVE W
SUITE 170
ST PAUL,MN55114 		33-1041433 501(c)(4) 21,300 0     Financial Assistance
(128) WEST VIRGINIA EDUCATION ASSOCIATION1558 QUARRIER ST
CHARLESTON,WV25311 		05-5033440 501(c)(6) 741,086 0     Financial Assistance
(129) WISCONSIN EDUCATION ASSN COUNCILPO BOX 8003
MADISON,WI537088003 		39-1169160 501(c)(5) 3,530,057 0     Financial Assistance
(130) WYOMING EDUCATION ASSOCIATION115 EAST 22ND ST
CHEYENNE,WY82001 		83-0168105 501(c)(6) 693,372 0     Financial Assistance
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
34
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
97
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
SchI_P01_S00_L02 Schedule I, Part I, Line 2 NEA staff verify that grants were used for the appropriate purpose. However, most of the expenditures were from several programs that NEA administers to provide financial assistance to its state and local affiliates and to other organizations that share its mission of a Great Public School for Every Student.
Schedule I (Form 990) 2011


Additional Data


Software ID: 11000129
Software Version: v1.00


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES
 
Employer identification number

53-0115260
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
 
b
Any related organization? .........................
5b
 
 
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
 
b
Any related organization? .........................
6b
 
 
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
 
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Dennis Van Roekel (i)
(ii)		 274,878
0 		0
0 		99,447
0 		117,525
0 		37,105
0 		528,955
0 		0
0
(2) Lily Eskelsen (i)
(ii)		 241,642
0 		0
0 		74,030
0 		104,366
0 		28,221
0 		448,259
0 		0
0
(3) Rebecca Pringle (i)
(ii)		 241,642
0 		0
0 		77,021
0 		104,365
0 		37,105
0 		460,133
0 		0
0
(4) John Stocks (i)
(ii)		 257,943
0 		0
0 		33,464
0 		117,525
0 		41,963
0 		450,895
0 		0
0
(5) Michael McPherson (i)
(ii)		 231,237
0 		0
0 		15,058
0 		99,871
0 		40,280
0 		386,446
0 		0
0
(6) Sheila Simmons (i)
(ii)		 216,068
0 		0
0 		55,555
0 		88,610
0 		28,222
0 		388,455
0 		0
0
(7) Peter Arum (i)
(ii)		 178,021
0 		0
0 		72,791
0 		69,654
0 		28,025
0 		348,491
0 		0
0
(8) James E Gattis (i)
(ii)		 174,236
0 		0
0 		60,961
0 		68,760
0 		36,898
0 		340,855
0 		0
0
(9) Edith Jefferson (i)
(ii)		 175,736
0 		0
0 		58,233
0 		68,760
0 		28,015
0 		330,744
0 		0
0
(10) John Yrchik (i)
(ii)		 146,937
0 		0
0 		103,791
0 		65,773
0 		30,630
0 		347,131
0 		0
0
(11) John Wilson (i)
(ii)		 212,648
0 		0
0 		352,927
0 		162,525
0 		20,121
0 		748,221
0 		213,500
0
(12) Leonard Paolillo (i)
(ii)		 0
0 		0
0 		44,060
0 		0
0 		0
0 		44,060
0 		0
0




Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
SchJ_P01_S00_L00 Schedule J, Part I Schedule J, Part I - Response to Form 990, Part VII, Line 5 - Members of the National Education ("NEA") Board of Directors are primarily employed in the education field at various school systems across the country. When a director is absent from their primary job due to official business of the NEA Board of Directors, and the school system will not underwrite the cost for a substitute or the salary of the director during such absence, the NEA will cover these costs by reimbursing the school system or the director. The following school systems were reimbursed during the 2011 calendar year for the cost associated with their employees that served as NEA Executive Committee Members on the NEA Board of Directors. Christy Levings, Olathe Unified School District 233, $80,130; Paula Monroe, Redlands Unified School District $75,513; Princess Moss, Louisa County Public Schools, $77,716; Len Paolillo, Massachusetts College of Liberal Arts, $63,135. Greg Johnson, Mustang Public Schools, $59,899; Earl Wiman, Metropolitan Nashville Public Schools, $125,336; and Joyce Powell, Vineland Board of Education, $108,022. The school systems that employ the remaining directors receive reimbursements from NEA ranging from $0 to $90,073. The average reimbursement is approximately $4,300.
SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Schedule J, Part I, Line 1a - Reimbursements are made for the identified expenses according to NEA policy and taxes are withheld as appropriate for taxable reimbursements. The housing/living allowance is only offered to the three officers (President, Vice President, and Secretary/Treasurer). The companion travel benefit is available to the full Executive Committee including the 3 elected officers. The discretionary spending account includes limited and capped travel and personal allowances for each of the three officers and the Executive Director. Travel allowances are capped at $5,500 per year and personal allowances are capped at $3,000 per year. In addition, the account is used to provide NEA Board members with a travel allowance of up to $1,200 per year. Because these are non-accountable plans within the meaning of the Internal Revenue Code, the payments are reported as taxable compensation to all recipients.
SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Schedule J, Part I, Line 4 - The following received a severance payment when they retired: SheilaSimmons $39,455; Peter Arum $31,014; James E. Gattis, Jr. $30,616; Edith L. Jefferson, $30,616; and John Yrchik $42,047. The following participate in a supplemental retirement plan: Dennis VanRoekel received a payment of $2,365. John Wilson also received a $28,500 payment from participation in a 457f plan.
Schedule J (Form 990) 2011

Additional Data


Software ID: 11000129
Software Version: v1.00
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES
 
Employer identification number

53-0115260
Identifier Return Reference Explanation
F990_P01_S00_L01 Form 990, Part I, Line 1 (Also the response for Part III, lines 1 and 4a) The National Education Association of the United States ("NEA") is a not-for-profit organization incorporated under an Act of the United States Congress. Our mission is to advocate for education professionals and to unite our members and the nation to fulfill the promise of public education to prepare every student to succeed in a diverse and interdependent world. Our vision is a great public school for every child. The 2011-2012 Strategic Plan and Budget is organized around five Core Service Areas that represent the ongoing work of the Association and two Strategic Goals that represent specific, focused results that can be accomplished and measured in a given period of time. The Core Service Areas address key, ongoing programs and services essential to the NEA and our work: (1) creating the best learning conditions for students and working conditions for education employees; (2) providing affiliates programs and services that focus on membership growth, retention and engagement, and build affiliate capacity; (3) advocate for proponents of public education and social justice, engaging member and public support; (4) partner with local communities to achieve great public schools and (5) the business operations that ensure organizational effectiveness. The Strategic Goals address two immediate key opportunities and challenges: (1) partner with affiliates to promote policies and procedures that create great public schools and argue against policies and procedures that erode the rights of educators and diminish their ability to advocate for students and public education; and (2) partner with state and local affiliates to support and advocate for great public schools for all students, targeting priority schools for intensive support.
F990_P01_S00_L03 Form 990, Part I, Line 3 The NEA is governed by an elected Board of Directors comprised of 175 voting members who receive no compensation from the NEA other than reasonable expense reimbursements as well as the nine members of the NEA Executive Committee. An annual Representative Assembly comprised of roughly 9,500 delegates, who are elected by NEA members and receive no compensation from NEA, vote on the annual budget as well as changes to the underlying governing documents of the NEA. Between quarterly meetings of the NEA Board of Directors, the NEA is governed by the NEA Executive Committee, which consists of nine elected members including the three NEA Executive Officers. The Executive Committee members serve as ex officio members of the NEA Board of Directors and have been excluded from the count of independent members of the governing body solely due to their role as officers of the association or their receipt of reasonable compensation and expense reimbursements in excess of $10,000, as disclosed on Schedule J.
F990_P01_S00_L18 Form 990, Part I, Line 18 20 and Line 22. Beginning balances were adjusted to reflect the removal of a separate entity previously reported on a consolidated basis. The separate entity files its own compliance reports.
F990_P06_S0A_L01a Form 990, Part VI, Section A, Line 1a Our list of Board members includes only those as of the end of the year. Generally, terms on the Board end as of the end of the fiscal year. On rare occasion, a new Board member may be unable to begin their term immediately in which case the expiring Board member may agree to stay on until the new member is able to assume their position or a member leaves the Board before their term ends and a special election is called to replace that member. With 189 positions it is difficult to track people who have served a partial year. Our system is designed to track when terms end so we know when someone is due to come off the Board. For a person who serves a partial year, their name is removed from our roster when the replacement comes on. It is the replacement's name that then appears on the roster next to the term ending date. In addition to the voting members of the Board, there are five non-voting members consisting of four at-large directors and one honorary member.
F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 The National Education Association is a member-based 501(c)5 labor organization that serves as the national voice for education.
F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a NEA members elect Delegates to represent NEA members at the NEA annual Representative Assembly. Members or Delegates representing members elect the NEA Board of Directors, the NEA Executive Committee members, and the NEA Executive Officers.
F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b NEA Delegates elected to represent members at the NEA annual Representative Assembly vote on any amendments to the NEA Constitution, Bylaws, Standing Rules and Resolutions and approve the annual budget.
F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b NEA management and external tax advisors review the 990 and a copy of the final 990 is provided to all members of the Board of Directors prior to filing.
F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Officers, directors and key employees are required to report potential conflicts of interest whenever they are aware of such. Procedures are also in place for others to report on conflicts of interest if they believe they have occurred. All employees are notified annually of the conflict of interest policy and their obligation to report. The NEA Secretary/Treasurer serves as the NEA Conflict of Interest Officer and receives and reviews all reported conflicts of interest.
F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The NEA does not proovide these documents to the general public.
F990_P11_S00_L05 Form 990, Part XI, Line 5 Net unrealized gain on investments
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID: 11000129
Software Version: v1.00
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES
 
Employer identification number

53-0115260
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) The NEA Health Information Network

1201 16th Street NW 2nd Floor

Washington,DC20036
58-1898631 		Promote the health of public education DC 501(c)3 2 National Education Association
 
 
No
(2) NEA Properties Inc

1201 16th Street NW Suite 421

Washington,DC20036
27-0591064 		Holds title to real property IN 501(c)2   National Education Association
 
Yes
 
(3) NEA Members Insurance Trust

c/o NEA MBC
900 Clopper Road
Gaithersburg,MD208781356
52-1126682 		Provide employee welfare benefits to NEA members and their dependents MD 501(c)9   National Education Association
 
Yes
 
(4) National Education Assocation and
Affiliate Retiree Health Plan
1201 16th St NW
Suite 421
Washington,DC200363290
52-7073317 		Provide health benefits to retired NEA employees DC 501(c)(9)   National Education Association
 
Yes
 






For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) NEA Member Benefits Corporation
900 Clopper Road
Gaithersburg,MD20878
52-0855767 		Administers a broad package of benefits, programs and resources to meet NEA members' needs. DE National Education Association
  		C 50,461,168 45,147,641 100 %
(2) NEA Professional Services Corporation
900 Clopper Road Suite 300
Gaithersburg,MD20878
52-2297214 		Provides advertising DE NEA Member Benefits Corporation
  		C 2,732,862 1,558,348 100 %










Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) National Education Assocation and
Affiliate Retiree Health Plan
 o 471  
(2) National Education Assocation and
Affiliate Retiree Health Plan
 q 12,500,000  
(3) NEA Member Benefits Corporation

 p 1,633,692  
(4) NEA Professional Services Corporation

 l 2,366,000  
(5)
(6)
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID: 11000129
Software Version: v1.00