2025-05-15T13:28:38-05:00 2024-08-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-09-01 520607919 MARYLAND STATE EDUCATION ASSOCIATION MARY 4102636600 140 MAIN ST ANNAPOLIS MD 214012003 PAUL LEMLE PRESIDENT 4102636600 2025-05-15 1 1 ERIN CRANMER P01712644 2023319880 2023 2025-03-06 01:10:19Z SEAN JOHNSON 140 MAIN ST ANNAPOLIS MD 214012003 27386297 0 X WWW.MARYLANDEDUCATORS.ORG X 1947 MD THE MARYLAND STATE EDUCATION ASSOCIATION EMPOWERS MEMBERS TO MAKE A POSITIVE DIFFERENCE IN THEIR PROFESSIONAL LIVES IN ORDER TO ELEVATE THE QUALITY OF PUBLIC EDUCATION FOR ALL STUDENTS. 13 10 102 125 71361 37648 2356943 2353282 22717438 23519114 866230 1370185 84273 143716 26024884 27386297 1189730 1310068 0 0 15529812 16205641 0 0 0 4979706 6211279 21699248 23726988 4325636 3659309 50420632 55950580 4840850 6088102 45579782 49862478 X THE MARYLAND STATE EDUCATION ASSOCIATION EMPOWERS MEMBERS TO MAKE A POSITIVE DIFFERENCE IN THEIR PROFESSIONAL LIVES IN ORDER TO ELEVATE THE QUALITY OF PUBLIC EDUCATION FOR ALL STUDENTS. 0 0 STRONG LOCALS - MSEA SHALL PROMOTE STRONG LOCALS BY ENSURING THAT MEMBERS ARE INFORMED, ENGAGED AND EMPOWERED AND THAT A LOCAL POSSESSES AND IS ABLE TO EXECUTE PLANS TO ORGANIZE, BARGAIN FOR, GROW AND REPRESENT ITS MEMBERSHIP SUCCESSFULLY. LEADING THE PROFESSIONS - MSEA SHALL PROMOTE AN ENVIRONMENT OF LEADING THE PROFESSIONS BY PROACTIVELY DRIVING AND IMPROVING PUBLIC POLICY, PROFESSIONAL PRACTICE AND POLITICAL DISCUSSIONS AT THE LOCAL, STATE AND FEDERAL LEVELS. CULTURE OF ORGANIZING - MSEA SHALL PROMOTE A CULTURE OF ORGANIZING BY CREATING DELIBERATE PROCESSES AND OUTREACH TO CONTINUALLY ENGAGE MEMBERS, DEVELOP STRONG RELATIONSHIPS WITH AND AMONG MEMBERS AND EFFECTIVELY REFLECT AND MOBILIZE MEMBERSHIP. CORE OPERATIONAL SERVICES - MSEA WILL PROMOTE AN ENVIRONMENT TO SERVE AND SUPPORT MEMBERSHIP IN AN EFFICIENT AND EFFECTIVE MANNER BY HIRING, TRAINING, EDUCATING AND RETAINING QUALIFIED STAFF AND LEADERSHIP, IMPLEMENTING POLICY AND PROCEDURES, SAFEGUARDING ASSETS, ACCURATELY COLLECT AND PROCESS MEMBER CONTRIBUTIONS, COMPLYING WITH REGULATORY REQUIREMENTS IN A TIMELY MANNER AND ENCOURAGING TECHNOLOGICAL ADVANCEMENTS. 0 1 0 1 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 59 0 1 102 1 1 1 0 0 0 1 1 0 0 0 0 0 X 13 10 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MD X SARAH WILKERSON 4102636600 140 MAIN STREET ANNAPOLIS MD 214012003 CHERYL BOST PRESIDENT (THROUGH 7/31/2024) 50.00 1.00 X X 33289 0 0 PAUL LEMLE PRESIDENT (EFF. 8/1/2024) 50.00 1.00 X X 0 0 0 THERESA DUDLEY VICE PRESIDENT (THROUGH 7/31/2024) 50.00 1.00 X X 51063 0 0 ANZER NIKKI WOODWARD VICE PRESIDENT (EFF. 8/1/2024) 50.00 1.00 X X 0 0 0 COLLEEN MORRIS TREASURER 5.00 2.00 X X 6667 0 0 JUSTIN HEID MEMBER-AT-LARGE (THROUGH 7/31/2024) 4.00 X 0 0 0 VERONICA HENDERSON MEMBER-AT-LARGE (THROUGH 7/31/2024) 4.00 X 0 0 0 NEIL BECKER MEMBER-AT-LARGE (THROUGH 7/31/2024) 4.00 X 0 0 0 RONNIE BEARD MEMBER-AT-LARGE 4.00 X 0 0 0 FELIXBERTO LAZARO MEMBER-AT-LARGE (THROUGH 7/31/2024) 4.00 X 0 0 0 IVORY SMITH SR MEMBER-AT-LARGE 4.00 X 0 0 0 DANILLYA WILSON MEMBER-AT-LARGE 4.00 X 0 0 0 SONIA D'URBANO MEMBER-AT-LARGE (EFF. 8/1/2024) 4.00 X 0 0 0 JAMES HENDERSON MEMBER-AT-LARGE (EFF. 8/1/2024) 4.00 X 0 0 0 RUSSELL LEONE MEMBER-AT-LARGE (EFF. 8/1/2024) 4.00 X 0 0 0 TONY MARTINET MEMBER-AT-LARGE (EFF. 8/1/2024) 4.00 X 0 0 0 MICHELLE ALEXANDER NEA DIRECTOR 4.00 X 0 0 0 TANYA MARTIN NEA DIRECTOR 4.00 X 0 0 0 MATTHEW GRESICK NEA DIRECTOR 4.00 X 0 0 0 KRISTY ANDERSON GENERAL COUNSEL 50.00 X 208250 0 95619 SEAN JOHNSON EXECUTIVE DIRECTOR 50.00 X 248796 0 92445 ADAM MENDELSON ASSISTANT EXECUTIVE DIRECTOR 50.00 X 197001 0 59378 SARAH WILKERSON CHIEF FINANCIAL OFFICER 50.00 X 216420 0 67578 PAULA VOELKER ASSISTANT EXECUTIVE DIRECTOR 50.00 X 187915 0 82648 GERALDINE DUVAL ASSISTANT EXECUTIVE DIRECTOR 50.00 X 176276 0 73045 BERNADETTE MADDOX MANAGING DIRECTOR 50.00 X 185933 0 71955 DAMON FELTON ASSISTANT COUNSEL 50.00 X 170340 0 80020 JOSHUA ARDISON MANAGING DIRECTOR 50.00 X 184684 0 64206 ELAINE CRAWFORD MANAGING DIRECTOR 50.00 X 148803 0 82633 SAMANTHA ZWERLING MANAGING DIRECTOR 50.00 X 162322 0 80019 2177759 0 849546 59 0 1 1 CREATIVE FINANCIAL STAFFING 6701 DEMOCRACY BLVD 300 BETHESDA MD 20817 TEMPORARY STAFFING AND RECRUITING 853632 NTC MAZZUCA CONTRACTING INC 10907 GUILFORD RD ANNAPOLIS JUNCTION MD 20701 CONSTRUCTION 553566 ED EARLY PRINTING COMPANY 908 WINDSOR RD BALTIMORE MD 21208 PRINTING 271450 WAVELENGTH STRATEGY LLC 712 H ST NE UNIT 526 WASHINGTON DC 20002 MARKETING AND ADVERTISING 180000 ELIZABETH GETHING GRAPHIC DESIGN 607 DEEPDENE RD BALTIMORE MD 21210 MARKETING AND ADVERTISING 104157 9 2353282 2353282 DUES 900099 23496347 23496347 CONVENTION INCOME 900099 22767 22767 23519114 1370185 1370185 3600 0 3600 3600 3600 MEMBER BENEFITS REVENUE 900099 71361 71361 68755 68755 140116 27386297 23587869 71361 1373785 1310068 2191966 10017240 1026749 2104937 864749 88743 60000 15000 1891814 236104 584920 466185 427518 979755 556525 466801 53559 SUPPLIES AND SERVICES 66864 HOSPITALITY AND TRIBUTE 60957 BANK AND MISC FEES 50985 CONTRIBUTIONS AND GIFTS 34691 170858 23726988 7985509 5246477 1627772 905487 2550392 2319246 38919 38813 779285 413294 11373829 3753119 6844695 7620710 25280018 31675998 5314042 7730555 50420632 55950580 1167731 1282312 79816 90409 3593303 4715381 4840850 6088102 X 43241271 47935450 2338511 1927028 45579782 49862478 50420632 55950580 X 3659309 1539846 -916459 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 3549780 445008 3994788 3394511 155269 3549780 3909894 -512383 3000 3394511 3520823 392293 3222 3909894 3220474 305195 4846 3520823 1.00000 0 0 516300 516300 9821145 3462952 6358193 0 59539 44697 14842 976845 245470 731375 7620710 PREPAID PENSION COST 6916708 DEFERRED COMPENSATION PLAN INVESTMENTS 25928 OPERATING LEASE RIGHT-OF-USE ASSET 621963 FINANCE LEASE RIGHT-OF-USE ASSET 165956 7730555 DEFERRED COMPENSATION PLAN 25928 ACCRUED POSTRETIREMENT COST 3486542 REFUNDABLE ADVANCES 388118 OPERATING LEASE LIABILITY 645602 FINANCE LEASE LIABILITY 169191 4715381 X PART V, LINE 4: ESTABLISHED IN 1974 FOR THE PURPOSE OF PROVIDING FINANCIAL ASSISTANCE THROUGH LOANS AND/OR GRANTS TO THE ASSOCIATION, LOCAL AFFILIATES AND MEMBERS, AS PROVIDED FOR UNDER THE "TRUST GUIDELINES," AS ADOPTED BY THE MSEA REPRESENTATIVE ASSEMBLY IN 1974 AND AMENDED IN 2004. IN 1984, THE TRUSTEES LIFTED THE LIMIT OF $350,000 AND SET A GOAL OF AT LEAST $1,000,000 FOR THE CRISIS TRUST ACTIVITIES' NET ASSETS. THE TRUST IS TO BE INCREASED EACH YEAR BY ITS INVESTMENT INCOME, LESS OPERATING EXPENSES. PART X, LINE 2: MSEA IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE (IRC). UNDER CURRENT INTERNAL REVENUE SERVICE (IRS) REGULATIONS, MEMBER BENEFIT REVENUE, WHICH IS DERIVED FROM DISCOUNT PROGRAMS OFFERED TO MEMBERS, AND ADVERTISING REVENUE ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX. FOR THE YEARS ENDED AUGUST 31, 2024 AND 2023, MSEA HAD $12,066 AND $8,220, RESPECTIVELY, OF TAX EXPENSE ON UNRELATED BUSINESS INCOME. THE ASSOCIATION'S MANAGEMENT EVALUATED ITS TAX POSITIONS AND CONCLUDED THERE WERE NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ASSOCIATION HAD NO SUCH POSITIONS RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS AT AUGUST 31, 2024. 1 ALLEGANY COUNTY EDUCATION ASSOCIATION 13145 WARRIOR DR CUMBERLAND MD 21502 237442507 501(C)(5) 17525 0 MEMBERSHIP, REGULATORY COMPLIANCE, EARLY CAREER EDUCATOR ASSOCIATION OF PUBLIC SCHOOL ADMINISTRATORS AND SUPERVISORS OF ALLEGANY COU 800 WOODLAND DRIVE CUMBERLAND MD 21502 851345004 501(C)(5) 6000 0 REGULATORY COMPLIANCE ASSOCIATION OF PUBLIC SCHOOL ADMINISTRATORS AND SUPERVISORS OF CARROLL COU 344 MARGARET AVENUE WESTMINSTER MD 21157 850839444 501(C)(5) 6000 0 REGULATORY COMPLIANCE CALVERT ASSOCIATION OF EDUCATIONAL SUPPORT STAFF 865 MAIN STREET PRINCE FREDERICK MD 20678 522058647 501(C)(5) 24950 0 MEMBERSHIP, INNOVATIVE MEMBERSHIP, REGULATORY COMPLIANCE, PROFESSIONAL DEVELOPMENT & TRAINING, SPECIAL REQUEST, FIELD SERVICE, SPARKS TRAINING CALVERT EDUCATION ASSOCIATION 865 MAIN STREET PRINCE FREDERICK MD 20678 521055500 501(C)(5) 38226 0 MEMBERSHIP, REGULATORY COMPLIANCE, PROFESSIONAL DEVELOPMENT & TRAINING, LOCAL AFFILIATE BOARD RETREAT CAROLINE COUNTY EDUCATORS ASSOCIATION 8221 TEAL DRIVE EASTON MD 21601 271270094 501(C)(5) 12000 0 REGULATORY COMPLIANCE CARROLL COUNTY EDUCATION ASSOCIATION 60 AILERON COURT SUITE 6 WESTMINSTER MD 21157 510159565 501(C)(5) 23174 0 MEMBERSHIP, INNOVATIVE MEMBERSHIP, REGULATORY COMPLIANCE, PROFESSIONAL DEVELOPMENT & TRAINING, SPECIAL REQUEST, FIELD SERVICE, EARLY CAREER EDUCATOR CARROLL ASSOCIATION OF SCHOOL EMPLOYEES 60 AILERON COURT SUITE 6 WESTMINSTER MD 21157 521697043 501(C)(5) 12949 0 MEMBERSHIP, INNOVATIVE MEMBERSHIP, SPECIAL REQUEST, FIELD SERVICE CECIL COUNTY CLASSROOM TEACHERS ASSOCIATION 3135 BIGGS HWY SUITE 3 NORTH EAST MD 21901 520941366 501(C)(5) 11505 0 MEMBERSHIP, REGULATORY COMPLIANCE, PUBLIC ADVOCACY CECIL EDUCATION SUPPORT PERSONNEL ASSOCIATION 3135 BIGGS HWY SUITE 3 NORTH EAST MD 21901 522290415 501(C)(5) 7150 0 MEMBERSHIP, REGULATORY COMPLIANCE DORCHESTER EDUCATORS 5A CEDAR ST CAMBRIDGE MD 21613 521050192 501(C)(5) 14949 0 MEMBERSHIP, REGULATORY COMPLIANCE, SPECIAL REQUEST DORCHESTER ADMINISTRATORS & SUPERVISORS ASSOCIATION 5512 WHITEHALL ROAD CAMBRIDGE MD 21613 831359278 501(C)(5) 6000 0 REGULATORY COMPLIANCE EDUCATION ASSOCIATION OF CHARLES COUNTY 105 CENTENNIAL ST SUITE H LA PLATA MD 206466944 521048940 501(C)(5) 39593 0 MEMBERSHIP, INNOVATIVE MEMBERSHIP, REGULATORY COMPLIANCE, PUBLIC ADVOCACY, SPECIAL REQUEST, FIELD SERVICE, LOCAL AFFILIATE BOARD RETREAT EDUCATION ASSOCIATION OF ST MARY'S COUNTY 41680 MISS BESSIE DR SUITE 201 LEONARDTOWN MD 20650 521052839 501(C)(5) 22770 0 MEMBERSHIP, INNOVATIVE MEMBERSHIP, REGULATORY COMPLIANCE, PUBLIC ADVOCACY EDUCATION SUPPORT PROFESSIONALS OF BALTIMORE COUNTY 1220 E JOPPA RD BLDG C SUITE 514 TOWSON MD 21286 464485717 501(C)(5) 18334 0 MEMBERSHIP, REGULATORY COMPLIANCE, SPECIAL REQUEST, SPARKS TRAINING GRANT FREDERICK COUNTY ADMINSTRATORS AND SUPERVISORS ASSOCIATION 1 WORMANS MILL COURT SUITE 15 FREDERICK MD 21701 522016907 501(C)(5) 6000 0 REGULATORY COMPLIANCE FREDERICK COUNTY TEACHERS ASSOCIATION 1 WORMANS MILL COURT SUITE 15 FREDERICK MD 21701 521014274 501(C)(5) 40683 0 MEMBERSHIP, INNOVATIVE MEMBERSHIP, REGULATORY COMPLIANCE, PROFESSIONAL DEVELOPMENT & TRAINING, PUBLIC ADVOCACY, FIELD SERVICE, RACIAL AND SOCIAL JUSTICE, HUMAN AND CIVIL RIGHTS FREDERICK ASSOCIATION OF SCHOOL SUPPORT EMPLOYEES 1 WORMANS MILL COURT SUITE 15 FREDERICK MD 21701 521594576 501(C)(5) 12157 0 MEMBERSHIP, FIELD SERVICE GARRETT ADMINISTRATORS AND SUPERVISORS ASSOCIATION 317 VALLEY VIEW LANE FROSTBURG MD 21532 851662662 501(C)(5) 6000 0 REGULATORY COMPLIANCE GARRETT COUNTY EDUCATION ASSOCIATION 257 OAKLAND DRIVE OAKLAND MD 21550 522021204 501(C)(5) 20339 0 MEMBERSHIP, INNOVATIVE MEMBERSHIP, REGULATORY COMPLIANCE, PROFESSIONAL DEVELOPMENT & TRAINING HARFORD COUNTY EDUCATION ASSOCIATION 2107 LAUREL BUSH RD 201 BEL AIR MD 21015 271270679 501(C)(5) 63809 0 MEMBERSHIP, INNOVATIVE MEMBERSHIP, REGULATORY COMPLIANCE, PUBLIC ADVOCACY, SPECIAL REQUEST, FIELD SERVICE, EARLY CAREER EDUCATOR, LOCAL AFFILIATE BOARD RETREAT, HUMAN AND CIVIL RIGHTS HOWARD COUNTY EDUCATION ASSOCIATION 5082 DORSEY HALL DRIVE STE 102 ELLICOTT CITY MD 21042 520855686 501(C)(5) 72333 0 MEMBERSHIP, REGULATORY COMPLIANCE, PROFESSIONAL DEVELOPMENT & TRAINING, SPECIAL REQUEST, FIELD SERVICE, RACIAL AND SOCIAL JUSTICE, LOCAL AFFILIATE BOARD RETREAT KENT COUNTY EDUCATION AND SUPPORT PROFESSIONAL ASSOCIATION MEMBERSHIP 9354 EARL NICHOLSON RD CHESTERTOWN MD 21620 261491792 501(C)(5) 6000 0 REGULATORY COMPLIANCE MONTGOMERY COUNTY EDUCATION ASSOCIATION 12 TAFT COURT ROCKVILLE MD 20850 520659775 501(C)(5) 332487 0 MEMBERSHIP, REGULATORY COMPLIANCE, PROFESSIONAL DEVELOPMENT AND TRAINING, PUBLIC ADVOCACY, FIELD SERVICE, LOCAL AFFILIATE BOARD RETREAT PRINCE GEORGE'S COUNTY EDUCATORS' ASSOCIATION 8008 MARLBORO PIKE FORESTVILLE MD 20747 520658540 501(C)(5) 110793 0 MEMBERSHIP, REGULATORY COMPLIANCE, PUBLIC ADVOCACY, FIELD SERVICE, LOCAL AFFILIATE BOARD RETREAT SECRETARIES AND ASSISTANTS ASSOCIATION OF ANNE ARUNDEL COUNTY 2521 RIVA RD L3 ANNAPOLIS MD 21401 521639180 501(C)(5) 11449 0 MEMBERSHIP, REGULATORY COMPLIANCE, PROFESSIONAL DEVELOPMENT & TRAINING, SPECIAL REQUEST, LOCAL BOARD RETREAT SOMERSET EDUCATION ASSOCIATION 10068 ATLANTIC RD ATLANTIC VA 23303 510176849 501(C)(5) 18000 0 REGULATORY COMPLIANCE ST MARY'S ASSOCIATION OF SUPERVISORS AND ADMINISTRATORS 40783 LAKE BRETON VIEW DR LEONARDTOWN MD 20650 455172047 501(C)(5) 6000 0 REGULATORY COMPLIANCE TEACHERS ASSOCIATION OF ANNE ARUNDEL COUNTY 2521 RIVA RD L7 ANNAPOLIS MD 21401 520733568 501(C)(5) 62297 0 MEMBERSHIP, REGULATORY COMPLIANCE, FIELD SERVICE, RACIAL AND SOCIAL JUSTICE, EARLY CAREER EDUCATOR TEACHERS ASSOCIATION OF BALTIMORE COUNTY 1220 E JOPPA RD BLDG C SUITE 514 TOWSON MD 21286 520623933 501(C)(5) 129893 0 MEMBERSHIP, REGULATORY COMPLIANCE, PROFESSIONAL DEVELOPMENT & TRAINING, FIELD SERVICE, BLACK LIVES MATTER, EARLY CAREER EDUCATOR WASHINGTON COUNTY TEACHERS ASSOCIATION 18047 OAK RIDGE DRIVE HAGERSTOWN MD 21740 526059401 501(C)(5) 31926 0 MEMBERSHIP, REGULATORY COMPLIANCE, PROFESSIONAL DEVELOPMENT & TRAINING, PUBLIC ADVOACY, SPECIAL REQUEST, FIELD SERVICE, RACIAL AND SOCIAL JUSTICE, LOCAL AFFILIATE BOARD RETREAT WASHINGTON COUNTY EDUCATIONAL SUPPORT 18047 OAK RIDGE DRIVE HAGERSTOWN MD 21740 510562118 501(C)(5) 6000 0 MEMBERSHIP, FIELD SERVICE WICOMICO COUNTY EDUCATION ASSOCIATION 1302 OLD OCEAN CITY ROAD SALISBURY MD 21804 521050640 501(C)(5) 25630 0 MEMBERSHIP, INNOVATIVE MEMBERSHIP, REGULATORY COMPLIANCE, SPECIAL REQUEST WORCESTER COUNTY EDUCATION SUPPORT PERSONNEL ASSOCIATION 7409 CEMETERY AVE PITTSVILLE MD 21850 912120836 501(C)(5) 8039 0 MEMBERSHIP, REGULATORY COMPLIANCE, SPECIAL REQUEST WORCESTER COUNTY TEACHERS ASSOCIATION 7744 SHOCKLEY RD SNOW HILL MD 21863 521050642 501(C)(5) 11528 0 MEMBERSHIP, REGULATORY COMPLIANCE, SPECIAL REQUEST, LOCAL AFFILIATE BOARD RETREAT MINORITY SCHOLARS PROGRAM 17910 POND ROAD ASHTON MD 20861 853616323 501(C)(3) 50000 0 OTHER GRANTS 0 36 PART I, LINE 2: THE APPLICATION REQUIRES THE GRANT RECIPIENT TO STATE THE PURPOSE OF THE GRANT, HOW THE GRANT ALIGNS WITH THE AFFILIATE'S PLAN AND MSEA'S STRATEGIC OBJECTIVES AND TO EXPLAIN HOW THEY WILL ASSESS AND EVALUATE THE SUCCESS OF THE PROGRAM OR ACTIVITY FOR WHICH THE GRANT IS USED. THE GRANT RECIPIENT ALSO HAS TO IDENTIFY THE CRITERIA AND PARAMETERS THAT WILL BE USED IN THE ASSESSMENT. THE RECIPIENT IS REQUIRED TO SUBMIT A COPY OF ITS EVALUATION AND ASSESSMENT WITHIN 60 DAYS OF COMPLETING THE PROGRAM OR ACTIVITY. X X 1 1 X X 0 0 0 SEAN JOHNSON EXECUTIVE DIRECTOR 248796 0 0 0 0 0 73220 0 19225 0 341241 0 0 0 KRISTY ANDERSON GENERAL COUNSEL 208250 0 0 0 0 0 62102 0 33517 0 303869 0 0 0 SARAH WILKERSON CHIEF FINANCIAL OFFICER 216420 0 0 0 0 0 64342 0 3236 0 283998 0 0 0 PAULA VOELKER ASSISTANT EXECUTIVE DIRECTOR 187915 0 0 0 0 0 56526 0 26122 0 270563 0 0 0 BERNADETTE MADDOX MANAGING DIRECTOR 185933 0 0 0 0 0 55983 0 15972 0 257888 0 0 0 ADAM MENDELSON ASSISTANT EXECUTIVE DIRECTOR 197001 0 0 0 0 0 59018 0 360 0 256379 0 0 0 DAMON FELTON ASSISTANT COUNSEL 170340 0 0 0 0 0 51707 0 28313 0 250360 0 0 0 GERALDINE DUVAL ASSISTANT EXECUTIVE DIRECTOR 176276 0 0 0 0 0 53335 0 19710 0 249321 0 0 0 JOSHUA ARDISON MANAGING DIRECTOR 184684 0 0 0 0 0 50640 0 13566 0 248890 0 0 0 SAMANTHA ZWERLING MANAGING DIRECTOR 162322 0 0 0 0 0 49509 0 30510 0 242341 0 0 0 ELAINE CRAWFORD MANAGING DIRECTOR 148803 0 0 0 0 0 45802 0 36831 0 231436 0 0 0 PART I, LINE 3 PER THE MSEA BYLAWS, APPOINTMENT OF THE EXECUTIVE DIRECTOR BY THE BOARD OF DIRECTORS SHALL BE FOR TERMS NOT TO EXCEED FOUR (4) YEARS EACH. COMPENSATION OF THE EXECUTIVE DIRECTOR SHALL BE DETERMINED BY THE BOARD OF DIRECTORS BASED ON A RECOMMENDATION OF THE PRESIDENT. IN THE PROCESS OF DETERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR, THE ASSOCIATION'S GROWTH, FINANCIAL POSITION, BUDGET AND STAFF CONTRACTS ARE CONSIDERED. FORM 990, PAGE 7, PART VII, LINE 5: CHERYL BOST - PRESIDENT THROUGH 7/31/2024 ($173,907) AND THERESA DUDLEY - VICE PRESIDENT THROUGH 7/31/2024 ($138,531) WERE PAID BY BALTIMORE COUNTY AND PRINCE GEORGE'S COUNTY SCHOOL SYSTEMS, RESPECTIVELY, THE SCHOOL SYSTEMS WHERE THEY ARE BOTH EMPLOYED AS TEACHERS. THE FILING ORGANIZATION IS BILLED BY THE BALTIMORE COUNTY AND PRINCE GEORGE'S COUNTY SCHOOL SYSTEMS FOR THE TIME SPENT ON THE ASSOCIATION'S BUSINESS. THE AMOUNTS REPORTED ARE BASED ON THE RESPECTIVE SYSTEM'S FISCAL YEAR. NATHAN CURTIS FAMILY MEMBER OF PAULA VOELKER, A KEY EMPLOYEE OF MSEA 177094 TAXABLE COMPENSATION PAID DURING THE YEAR OF $133,834, PLUS DEFERRED COMPENSATION OF $41,697 AND NONTAXABLE FRINGE BENEFITS OF $1,563. 0 FORM 990, PART VI, SECTION A, LINE 6 OUR MEMBERS ARE TEACHERS, EDUCATION SUPPORT PROFESSIONALS, ADMINISTRATORS, CERTIFIED SPECIALISTS,HIGHER EDUCATION FACULTY, STUDENTS AND RETIRED MEMBERS WHOSE MISSION IS TO CREATE GREAT PUBLIC SCHOOLS FOR EVERY CHILD IN MARYLAND. FORM 990, PART VI, SECTION A, LINE 7A MSEA OFFICERS AND THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERSHIP, THE PRESIDENT, VICE PRESENT AND TREASURER ARE ELECTED FOR THREE-YEAR TERMS. THE OFFICERS ARE LIMITED TO NO MORE THAN TWO TERMS IN THE OFFICE TO WHICH THEY WERE ELECTED. THERE ARE EIGHT MEMBER-AT-LARGE DIRECTORS, FOUR ARE ELECTED EACH YEAR FOR THREE-YEAR TERMS. AFTER TWO FULL TERMS BOARD MEMBERS SHALL NOT BE ELIGIBLE AGAIN UNTIL A PERIOD EQUIVALENT TO ONE TERM HAS PASSED. THE BOARD ALSO INCLUDES FOUR STATE DIRECTORS OF THE NATIONAL EDUCATION ASSOCIATION (NEA), THEIR TERMS SHALL BE IN COMPLIANCE WITH GUIDANCE ESTABLISHED BY THE NEA. FORM 990, PART VI, SECTION A, LINE 7B THE MSEA REPRESENTATIVE ASSEMBLY WHICH INCLUDES MEMBERS FROM EVERY LOCAL AFFILIATE IN PROPORTION TO MEMBERSHIP IS MSEA'S PRIMARY POLICY-MAKING BODY. THE REPRESENTATIVE ASSEMBLY MEETS ANNUALLY TO APPROVE MSEA'S RESOLUTIONS, NOMINATIONS AND ELECTIONS GUIDELINES, AND ANNUAL BUSINESS ITEMS. THE BODY ALSO HAS THE POWER TO AMEND MSEA BYLAWS. THE MSEA REPRESENTATIVE ASSEMBLY ALSO MEETS BI-ANNUALLY TO APPROVE MSEA'S TWO YEAR BUDGET AND TO CONSIDER ENDORSEMENTS FOR STATEWIDE CANDIDATES AND/OR BALLOT MEASURES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTING FIRM (TAX ACCOUNTANTS) ENGAGED BY THE ASSOCIATION. THE PREPARATION IS BASED ON INFORMATION PROVIDED BY THE ASSOCIATION'S FINANCIAL STAFF. THE INFORMATION IS OBTAINED FROM THE ASSOCIATION'S DOCUMENTS, RECORDS AND AUDITED FINANCIAL STATEMENTS. THE COMPLETED FORM 990 IS REVIEWED BY BOTH THE MSEA STAFF ACCOUNTANT AND CHIEF FINANCIAL OFFICER. THE FORM 990 WILL BE PROVIDED TO THE MSEA BOARD OF DIRECTORS PRIOR TO THE FILING OF THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES: A. THE MSEA CHIEF FINANCIAL OFFICER SHALL SERVE AS THE CONFLICT OF INTEREST OFFICER (CI OFFICER) AND SHALL IN THAT CAPACITY BE RESPONSIBLE FOR THE IMPLEMENTATION OF THE CI POLICY. THE CI OFFICER SHALL MONITOR THE IMPLEMENTATION OF THE CI POLICY AND RECOMMEND TO THE MSEA EXECUTIVE DIRECTOR MODIFICATIONS IN THE POLICY. THE MSEA BOARD OF DIRECTORS SHALL MAKE SUCH MODIFICATIONS IN THE POLICY AS IT MAY FROM TIME TO TIME DEEM APPROPRIATE. B.(1)IF AN MSEA EMPLOYEE BELIEVES THAT HE/SHE MAY BE ENGAGED OR ABOUT TO BECOME ENGAGED IN AN ACTIVITY THAT IS PROHIBITED BY THE CI POLICY HE/SHE SHALL CONSULT WITH THE CI OFFICER, THE MSEA EMPLOYEE AND THE CI OFFICER SHALL ATTEMPT TO DEAL WITH THE MATTER INFORMALLY. IF THEY ARE UNABLE TO DO SO THE CI OFFICER SHALL SUBMIT TO THE MSEA EMPLOYEE A WRITTEN OPINION INDICATING WHETHER THE ACTIVITY IN QUESTION IS PROHIBITED BY THE CI POLICY AND IF SO WHAT SHOULD BE DONE TO CORRECT THE SITUATION. (2) IF THE MSEA EMPLOYEE DISAGREES IN WHOLE OR IN PART WITH THE CONCLUSIONS OF THE CI OFFICER HE OR SHE MAY APPEAL TO THE MSEA EXECUTIVE DIRECTOR BY FILING A WRITTEN NOTICE OF APPEAL WITH THE EXECUTIVE DIRECTOR WITHIN THIRTY (30) CALENDAR DAYS AFTER RECEIVING THE OPINION OF THE CI OFFICER. THE EXECUTIVE DIRECTOR SHALL DECIDE THE APPEAL AS EXPEDITIOUSLY AS POSSIBLE AND THE DECISION OF THE EXECUTIVE DIRECTOR SHALL BE FINAL AND BINDING SUBJECT TO WHATEVER CONTRACTUAL RIGHTS THE MSEA EMPLOYEE MAY HAVE TO CHALLENGE THE MSEA EXECUTIVE DIRECTOR'S DECISION INCLUDING WITHOUT LIMITATION HIS/HER RIGHT TO CHALLENGE SAID DECISION THROUGH THE GRIEVANCE PROCEDURE IN A COLLECTIVE BARGAINING AGREEMENT WITH MSEA. IF THE MSEA EMPLOYEE DOES NOT FILE A TIMELY APPEAL HE/SHE SHALL COMPLY WITH THE OPINION OF THE CI OFFICER. IF THE MSEA EMPLOYEE IS A MEMBER OF A BARGAINING UNIT HE/SHE MAY, AT HIS/HER OPTION, HAVE A UNION REPRESENTATIVE PARTICIPATE IN THE CONSULTATION AND APPEAL. C. (1) IF AN MSEA MEMBER OR EMPLOYEE BELIEVES THAT AN MSEA EMPLOYEE IS ENGAGED OR IS ABOUT TO BECOME ENGAGED IN AN ACTIVITY THAT IS PROHIBITED BY THE CI POLICY, THE MEMBER OR EMPLOYEE MAY FILE A WRITTEN COMPLAINT WITH THE CI OFFICER. THE COMPLAINANT SHALL IDENTIFY HIM/HERSELF TO THE CI OFFICER, BUT THE CI OFFICER SHALL IF REQUESTED TO DO SO BY THE COMPLAINANT TREAT COMPLAINT AS CONFIDENTIAL AND NOT REVEAL THE COMPLAINANT'S NAME. (2) UPON RECEIVING A COMPLAINT THE CI OFFICER SHALL CONSULT WITH THE COMPLAINANT AND THE MSEA EMPLOYEE IN QUESTION. BASED ON THE INFORMATION RECEIVED FROM THE COMPLAINANT AND THE MSEA EMPLOYEE AND/OR OTHER RELEVANT INFORMATION, THE CI OFFICER SHALL DECIDE WHETHER THE MSEA EMPLOYEE IS ENGAGED OR IS ABOUT TO BECOME ENGAGED IN AN ACTIVITY THAT IS PROHIBITED BY THE CI POLICY, AND IF SO WHAT SHOULD BE DONE TO CORRECT THE SITUATION. THE CI OFFICER SHALL SUBMIT TO THE MSEA EMPLOYEE AND THE COMPLAINANT A WRITTEN OPINION SETTING FORTH HIS/HER CONCLUSIONS. (3) IF THE MSEA EMPLOYEE DISAGREES IN WHOLE OR IN PART WITH THE CONCLUSIONS OF THE CI OFFICER HE/SHE MAY APPEAL TO THE MSEA EXECUTIVE DIRECTOR BY FILING A WRITTEN NOTICE OF APPEAL WITH HIM/HER WITHIN THIRTY (30) CALENDAR DAYS AFTER RECEIVING THE OPINION OF THE CI OFFICER. THE MSEA EXECUTIVE DIRECTOR SHALL DECIDE THE APPEAL AS EXPEDITIOUSLY AS POSSIBLE AND THE DECISION OF THE EXECUTIVE DIRECTOR SHALL BE FINAL AND BINDING SUBJECT TO WHATEVER CONTRACTUAL RIGHTS THE MSEA EMPLOYEE MAY HAVE TO CHALLENGE THE MSEA EXECUTIVE DIRECTOR'S DECISION INCLUDING WITHOUT LIMITATION HIS/HER RIGHT TO CHALLENGE SAID DECISION THROUGH THE GRIEVANCE PROCEDURE IN A COLLECTIVE BARGAINING AGREEMENT WITH MSEA. IF THE MSEA EMPLOYEE FILES A TIMELY APPEAL HE/SHE NEED NOT COMPLY WITH THE OPINION OF THE CI OFFICER PENDING THE OUTCOME OF THE APPEAL. IF THE MSEA EMPLOYEE DOES NOT FILE A TIMELY APPEAL HE/SHE SHALL COMPLY WITH THE OPINION OF THE CI OFFICER. IF THE MSEA EMPLOYEE IS A MEMBER OF A BARGAINING UNIT HE/SHE MAY AT HIS/HER OPTION HAVE A UNION REPRESENTATIVE PARTICIPATE IN THE CONSULTATION AND APPEAL. D.IN IMPLEMENTING THE CI POLICY THE CI OFFICER AND THE MSEA EXECUTIVE DIRECTOR SHALL CONSIDER ALL RELEVANT FACTORS INCLUDING THE SPECIFIC MSEA RESPONSIBILITIES OF THE MSEA EMPLOYEE AND THE NATURE OF THE ALLEGEDLY, PROHIBITED ACTIVITY AND SHALL INTERPRET AND APPLY THE CI POLICY IN A MANNER THAT FURTHERS ITS INTENDED PURPOSE. OFFICERS: A.THE MSEA VICE PRESIDENT SHALL SERVE AS THE CONFLICT OF INTEREST OFFICER (CI OFFICER) AND SHALL IN THAT CAPACITY BE RESPONSIBLE FOR THE IMPLEMENTATION OF THE CI POLICY. THE CI OFFICER SHALL MONITOR THE IMPLEMENTATION OF THE CI POLICY AND RECOMMEND TO THE MSEA BOARD OF DIRECTORS MODIFICATIONS IN THE POLICY. THE MSEA BOARD OF DIRECTORS SHALL MAKE SUCH MODIFICATIONS IN THE POLICY AS IT MAY FROM TIME TO TIME DEEM APPROPRIATE. B. (1) IF AN MSEA OFFICIAL BELIEVES THAT HE/SHE MAY BE ENGAGED OR ABOUT TO BECOME ENGAGED IN AN ACTIVITY THAT IS PROHIBITED BY THE CI POLICY HE/SHE SHALL CONSULT WITH THE CI OFFICER. THE MSEA OFFICIAL AND THE CI OFFICER SHALL ATTEMPT TO DEAL WITH THE MATTER INFORMALLY. IF THEY ARE UNABLE TO DO SO THE CI OFFICER SHALL SUBMIT TO THE MSEA OFFICIAL A WRITTEN OPINION INDICATING WHETHER THE ACTIVITY IN QUESTION IS PROHIBITED BY THE CI POLICY AND IF SO WHAT SHOULD BE DONE TO CORRECT THE SITUATION. (2) IF THE MSEA OFFICIAL DISAGREES IN WHOLE OR IN PART WITH THE CONCLUSIONS OF THE CI OFFICER HE OR SHE MAY APPEAL TO THE MSEA BOARD OF DIRECTORS BY FILING A WRITTEN NOTICE OF APPEAL WITH THE MSEA PRESIDENT WITHIN THIRTY (30) CALENDAR DAYS AFTER RECEIVING THE OPINION OF THE CI OFFICER. THE MSEA BOARD OF DIRECTORS SHALL DECIDE THE APPEAL AS EXPEDITIOUSLY AS POSSIBLE AND THE DECISION OF THE MSEA BOARD OF DIRECTORS SHALL BE FINAL AND BINDING. IF THE MSEA OFFICIAL FILES A TIMELY APPEAL HE OR SHE NEED NOT COMPLY WITH THE OPINION OF THE CI OFFICER PENDING THE OUTCOME OF THE APPEAL. IF THE MSEA OFFICIAL DOES NOT FILE A TIMELY APPEAL HE/SHE SHALL COMPLY WITH THE OPINION OF THE CI OFFICER. C. (1) IF AN MSEA MEMBER OR EMPLOYEE BELIEVES THAT AN MSEA OFFICIAL IS ENGAGED OR IS ABOUT TO BECOME ENGAGED IN AN ACTIVITY THAT IS PROHIBITED BY THE CI POLICY THE MEMBER OR EMPLOYEE MAY FILE A WRITTEN COMPLAINT WITH THE CI OFFICER. THE COMPLAINANT SHALL IDENTIFY HIM/HERSELF TO THE CI OFFICER BUT THE CI OFFICER SHALL IF REQUESTED TO DO SO BY THE COMPLAINANT TREAT THE COMPLAINT AS CONFIDENTIAL AND NOT REVEAL THE COMPLAINANT'S NAME. (2)UPON RECEIVING A COMPLAINT THE CI OFFICER SHALL CONSULT WITH THE COMPLAINANT AND THE MSEA OFFICIAL IN QUESTION. BASED ON THE INFORMATION RECEIVED FROM THE COMPLAINANT AND THE MSEA OFFICIAL AND/OR OTHER RELEVANT INFORMATION THE CI OFFICER SHALL DECIDE WHETHER THE MSEA OFFICIAL IS ENGAGED OR IS ABOUT TO BECOME ENGAGED IN AN ACTIVITY THAT IS PROHIBITED BY CI POLICY AND IF SO WHAT SHOULD BE DONE TO CORRECT THE SITUATION. THE CI OFFICER SHALL SUBMIT TO THE MSEA OFFICIAL AND THE COMPLAINANT A WRITTEN OPINION SETTING FORTH HIS/HER CONCLUSIONS. (3) IF THE MSEA OFFICIAL DISAGREES IN WHOLE OR IN PART WITH THE CONCLUSIONS OF THE CI OFFICER HE/SHE MAY APPEAL TO THE MSEA BOARD OF DIRECTORS BY FILING A WRITTEN NOTICE OF APPEAL WITH THE MSEA PRESIDENT WITHIN THIRTY (30) CALENDAR DAYS AFTER RECEIVING THE OPINION OF THE CI OFFICER. THE MSEA BOARD OF DIRECTORS SHALL DECIDE THE APPEAL AS EXPEDITIOUSLY AS POSSIBLE AND THE DECISION OF THE MSEA BOARD OF DIRECTORS SHALL BE FINAL AND BINDING. IF THE MSEA OFFICIAL FILES A TIMELY APPEAL HE/SHE NEED NOT COMPLY WITH THE OPINION OF THE CI OFFICER PENDING THE OUTCOME OF THE APPEAL. IF THE MSEA OFFICIAL DOES NOT FILE A TIMELY APPEAL HE OR SHE SHALL COMPLY WITH THE OPINION OF THE CI OFFICER. D. IN IMPLEMENTING THE CI POLICY THE CI OFFICER AND THE MSEA BOARD OF DIRECTORS SHALL CONSIDER ALL RELEVANT FACTORS INCLUDING THE SPECIFIC MSEA RESPONSIBILITIES OF THE MSEA OFFICIAL AND THE NATURE OF THE ALLEGEDLY PROHIBITED ACTIVITY AND SHALL INTERPRET AND APPLY THE CI POLICY IN A MANNER THAT FURTHERS ITS INTENDED PURPOSE. FORM 990, PART VI, SECTION B, LINE 15 PER THE MSEA BYLAWS, APPOINTMENT OF THE EXECUTIVE DIRECTOR BY THE BOARD OF DIRECTORS SHALL BE FOR TERMS NOT TO EXCEED FOUR (4) YEARS EACH. COMPENSATION OF THE EXECUTIVE DIRECTOR SHALL BE DETERMINED BY THE BOARD OF DIRECTORS. PER MSEA POLICY, OFFICER COMPENSATION, WHICH IS FORMULA DRIVEN, IS REVIEWED EVERY THREE (3) YEARS BY THE BOARD OF DIRECTORS, PRIOR TO THE ELECTION OF OFFICERS. KEY EMPLOYEES - THE MSEA BOARD OF DIRECTORS APPROVES COMPENSATION OF KEY EMPLOYEES AS RECOMMENDED BY THE EXECUTIVE DIRECTOR. IN THE PROCESS OF DETERMINING COMPENSATION OF KEY EMPLOYEES, THE ASSOCIATION'S GROWTH, FINANCIAL POSITION, BUDGET AND STAFF CONTRACTS ARE CONSIDERED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ASC 715 PENSION ADJUSTMENT -871,236. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -45,223. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MSEA FUND FOR CHILDREN AND PUBLIC EDUCATION 140 MAIN STREET ANNAPOLIS MD 21401 521369000 RECEIVE AND DISTRIBUTE FUNDS MD 527 MARYLAND STATE EDUCATION ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0