Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EDUCATION WRITERS ASSOCIATION
Employer identification number
23-7439790
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
949,231
995,125
1,358,051
1,738,548
2,169,721
7,210,676
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
61,165
85,700
87,520
81,710
102,891
418,986
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
1,010,396
1,080,825
1,445,571
1,820,258
2,272,612
7,629,662
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
0
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
0
c
Add lines 7a and 7b..
0
8
Public support (Subtract line 7c from line 6.)
7,629,662
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
1,010,396
1,080,825
1,445,571
1,820,258
2,272,612
7,629,662
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
7,427
9,506
18,973
8,147
9,637
53,690
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
1,500
1,350
1,150
4,000
c
Add lines 10a and 10b.
7,427
9,506
20,473
9,497
10,787
57,690
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
1,017,823
1,090,331
1,466,044
1,829,755
2,283,399
7,687,352
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
99.250 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
98.920 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
0.750 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
1.080 %
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
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.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EDUCATION WRITERS ASSOCIATION
Employer identification number
23-7439790
Return Reference
Explanation
FORM 990, PART VI, SECTION A, LINE 2
ELIZABETH GREEN AND SCOTT ELLIOTT - BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 4
CHANGES WERE MADE TO THE BYLAWS TO CHANGE THE DEFINITION OF A MEMBERSHIP CATEGORY FOR NON-JOURNALISTS AND TO AUTHORIZE MEMBERSHIP DUES BE CHARGED.
FORM 990, PART VI, SECTION A, LINE 6
EWA MEMBERS ARE JOURNALISTS, RESEARCHERS, TEACHERS, POLICYMAKERS AND OTHERS WITH AN INTEREST IN IMPROVING THE PUBLIC DISCOURSE SURROUNDING EDUCATION AT ALL LEVELS. EWA HAS FOUR CATEGORIES OF MEMBERS: JOURNALIST MEMBERSHIP IS OPEN TO INDIVIDUALS WHOSE PRIMARY PROFESSIONAL ACTIVITIES INVOLVE REPORTING, WRITING, PRODUCING, EDITING, OR OTHERWISE PREPARING THE NEWS AND EDITORIAL CONTENT OF INDEPENDENT NEWS MEDIA PRODUCTS. THE DEFINITION OF JOURNALIST ALSO INCLUDES FREELANCERS WHOSE PRIMARY BODY OF WORK IS FOR INDEPENDENT NEWS MEDIA, STAFFERS AT PRESS ASSOCIATIONS OR JOURNALISM EDUCATION ASSOCIATIONS, JOURNALISM INSTRUCTORS, AND JOURNALISM STUDENTS. COMMUNITY MEMBERSHIP IS OPEN TO ANYONE WHO DOES NOT MEET THE DEFINITION OF JOURNALIST MEMBER BUT IS INTERESTED IN ADVANCING EDUCATION JOURNALISM. THIS INCLUDES REPORTERS AND WRITERS FOR EDUCATION ORGANIZATIONS AND INSTITUTIONS; EDUCATORS; PUBLIC INFORMATION OFFICERS; EDUCATION POLICYMAKERS; AND OTHERS INTERESTED IN IMPROVING COVERAGE OF EDUCATION TO CREATE A BETTER-INFORMED PUBLIC. STUDENT MEMBERSHIP SHALL BE OPEN TO STUDENTS WHO ASPIRE TO A CAREER IN REPORTING OR INTERPRETING EDUCATION. HONORARY MEMBERSHIP MAY BE EXTENDED BY MAJORITY VOTE OF THE BOARD OF DIRECTORS TO INDIVIDUALS WHO HAVE RENDERED EXCEPTIONAL SERVICE TO THE PURPOSES OF THIS ORGANIZATION. HONORARY MEMBERS SHALL NOT BE CHARGED DUES. THE BOARD OF DIRECTORS HAS ESTABLISH ONE SUB-CATEGORY OF COMMUNITY MEMBERSHIP. SUPPORTING COMMUNITY MEMBERSHIP OFFERS SPECIAL BENEFITS AND OPPORTUNITIES TO BECOME INVOLVED IN OUR MISSION. FOR OUR SUPPORTING COMMUNITY, WE OFFER A SUITE OF BENEFITS, SERVICES AND OPPORTUNITIES INCLUDING THE OPPORTUNITY TO BE ELIGIBLE TO ATTEND OUR FLAGSHIP NATIONAL SEMINAR.
FORM 990, PART VI, SECTION A, LINE 7B
MEMBERS HAVE THE ABILITY TO ELECT OFFICERS OF THE BOARD, NOMINATE ALTERNATIVE OFFICERS TO THE BOARD AND HAVE THE ABILITY TO PROPOSE AMENDMENTS TO THE BY-LAWS INCLUDING A PROVISION TO INSTITUTE THESE AMENDMENTS WITHOUT BOARD APPROVAL. ELECTION OF OFFICERS SECTION 1.1 FOLLOWING EXPIRATION OF THE NOMINATING PERIOD, IF THERE ARE ADDITIONAL NOMINATIONS TO THE SLATE OF OFFICERS, THE NOMINATING COMMITTEE SHALL PREPARE A BALLOT, LISTING ALL CANDIDATES FOR OFFICE, WHICH SHALL BE SENT TO ALL MEMBERS AT LEAST THIRTY DAYS BEFORE THE ANNUAL MEMBERSHIP MEETING. THE RESULTS, DETERMINED BY A PLURALITY OF THOSE VOTING, SHALL BE ANNOUNCED IN THE ASSOCIATION'S PUBLICATIONS. IN THOSE CASES WHERE NO ADDITIONAL NOMINATIONS ARE RECEIVED BY THE NOMINATING COMMITTEE, THE SLATE NOMINATED BY THE NOMINATING COMMITTEE SHALL BE DECLARED ELECTED.NOMINATION OF OFFICERS ARTICLE V: NOMINATION OF OFFICERS SECTION 1.1 A) THE PRESIDENT SHALL ANNUALLY APPOINT A NOMINATING COMMITTEE. B) THE NOMINATING COMMITTEE SHALL PREPARE A SLATE OF OFFICERS WHICH SHOULD BE SENT TO THE MEMBERSHIP AT LARGE AT LEAST SIXTY DAYS BEFORE THE OFFICERS' TERMS BEGIN. ALL CANDIDATES FOR BOARD OFFICER POSITIONS MUST BE CURRENT BOARD MEMBERS. BOARD OFFICERS SHALL BE ELECTED ACCORDING TO THE PROVISIONS IN ARTICLE VI, SECTION 1.1. C) ADDITIONAL CANDIDATES MAY BE NOMINATED BY ANY THREE MEMBERS IN GOOD STANDING. THESE NOMINATIONS MUST BE SOLICITED NOT LATER THAN SIXTY DAYS, AND MUST BE RECEIVED NOT LATER THAN FORTY DAYS, BEFORE THE OFFICERS' TERMS BEGIN. ARTICLE XV: AMENDMENTS TO THE BYLAWS SECTION 1.1 AMENDMENTS MAY BE PROPOSED BY THE BOARD OF DIRECTORS AND ADOPTED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS. AMENDMENTS MAY ALSO BE PROPOSED BY PETITION OF AT LEAST 25 PERCENT OF EWA MEMBERS CALLING FOR A VOTE ON THE PROPOSED AMENDMENTS. MEMBER-PROPOSED AMENDMENTS NOT APPROVED BY THE BOARD SHALL REQUIRE A MAJORITY VOTE OF THE MEMBERSHIP FOR APPROVAL.
FORM 990, PART VI, SECTION B, LINE 11
THE EXECUTIVE DIRECTOR REVIEWS THE 990 TAX RETURN UPON RECEIPT FROM THE PREPARER. ONCE THE 990 IS APPROVED INTERNALLY, THE 990 IS FORWARDED TO THE CHAIR OF THE AUDIT COMMITTEE FOR REVIEW. ONCE APPROVED BY THE COMMITTEE CHAIR, THE EXECUTIVE DIRECTOR THEN SIGNS THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12C
THE ORGANIZATION ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AT THE REORGANIZATION MEETING WITH THE BOARD OF DIRECTORS AND KEY EMPLOYEES AND REQUIRES DISCLOSURE OF ANY INTERESTS THAT MAY PRESENT A CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15
A. THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AT THEIR BOARD MEETING REGARDING COMPENSATION. B. KEY EMPLOYEES ARE REVIEWED BY THE EXECTUIVE DIRECTOR ANNUALLY REGARDING COMPENSATION; THE BOARD OF DIRECTORS INCLUDES A GENERAL PERCENTAGE INCREASE WITH THE ORGANIZATION'S ANNUAL BUDGET, AND IS USED WITH EXECUTIVE DIRECTOR'S DISCRETION.
FORM 990, PART VI, SECTION C, LINE 19
THESE DOCUMENTS AND POLICIES ARE PROVIDED UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.