2026-01-30T09:10:41-06:00 2025-08-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-09-01 237035089 THE NEA FOUNDATION FOR THE IMPROVEMENT OF EDUCATION NEAF 2028227840 1201 16TH STREET NW 416 WASHINGTON DC 20036 SARA A SNEED PRESIDENT & CEO 2028227840 2026-01-30 1 0 ELIZABETH W HELLER P00397829 3019519090 2024 2025-03-06 01:10:19Z SARA A SNEED 1201 16TH STREET NW 416 WASHINGTON DC 20036 7562349 0 X WWW.NEAFOUNDATION.ORG X 1969 DC THE FDN. WORKS IN PARTNERSHIP WITH OTHERS TO ADVANCE THE ABSOLUTE BEST IN PUBLIC EDUCATION. 25 24 21 24 0 0 3617646 4780157 0 0 3040609 2035141 0 0 6658255 6815298 1814996 2244472 0 0 2185679 2621160 0 0 433327 2193849 1904446 6194524 6770078 463731 45220 52733359 56235764 2249451 2697324 50483908 53538440 X THE NEA FOUNDATION (THE FOUNDATION), WORKS IN PARTNERSHIP WITH OTHERS TO ADVANCE THE ABSOLUTE BEST IN PUBLIC EDUCATION. 0 0 1197475 1004422 COMMUNITY SCHOOLS INITIATIVE - THE FOUNDATION'S COMMUNITY SCHOOLS INITIATIVE SUPPORTS THE DEVELOPMENT OF COMMUNITY SCHOOLS AS AN EDUCATIONAL STRATEGY IN THE AMERICAN SOUTH, A REGION WITH PERSISTENT PATTERNS OF UNDERINVESTMENT IN PUBLIC EDUCATION AND THE HIGHEST CHILD POVERTY RATE IN THE NATION. COMMUNITY SCHOOLS ARE CO-CREATED THROUGH PARTNERSHIPS AMONG EDUCATORS AND SCHOOL LEADERS, COMMUNITY ORGANIZATIONS, STUDENTS, FAMILIES, AND LOCAL BUSINESS AND INSTITUTIONS TO MEET STUDENTS' ACADEMIC AND NON-ACADEMIC NEEDS. THROUGH ITS INITIATIVE, THE FOUNDATION HAS BUILT A REGIONAL COMMUNITY OF PRACTICE TO SUPPORT THE DEVELOPMENT OF COMMUNITY SCHOOLS ACROSS ARKANSAS, LOUISIANA AND MISSISSIPPI. 825143 767051 GRANTS TO EDUCATORS - TO IMPROVE STUDENT LEARNING, THE FOUNDATION PROVIDES GRANTS TO INDIVIDUALS AND TEAMS OF EDUCATORS TO SUPPORT INSTRUCTIONAL PRACTICE AND PROFESSIONAL DEVELOPMENT ACROSS ALL SUBJECT AREAS AND GRADE LEVELS. BY DIRECTLY FUNDING EDUCATOR-CONCEIVED AND LED PROJECTS, THE FOUNDATION ENABLES EDUCATORS TO CHART THEIR OWN COURSE TO SOLVE TEACHING AND LEARNING CHALLENGES. THE FOUNDATION GLEANS KNOWLEDGE FROM THESE GRANTS TO SHARE WHAT WORKS WITH THE FIELD AND TO INFORM OUR BROADER BODY OF WORK. 646260 90000 AWARDS FOR TEACHING EXCELLENCE - THE FOUNDATION PRESENTS THE AWARDS FOR TEACHING EXCELLENCE AT OUR ANNUAL GALA TO HONOR THE CRITICAL WORK THAT PUBLIC SCHOOL EDUCATORS DO EVERY DAY. IN 2025, WE CELEBRATED 48 EXEMPLARY EDUCATORS, ALL FROM DIFFERENT STATES, IN FRONT OF AN AUDIENCE OF THOUSANDS OF PEOPLE ONLINE. 2016685 PROGRAM ADMINISTRATION 376140 GLOBAL LEARNING FELLOWSHIP 166000 166000 RESPONSIVE GRANTMAKING 217000 217000 PARTNERSHIPS 2775825 383000 5444703 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 105 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X ERIC JAMES 2028227843 1201 16TH STREET NW 416 WASHINGTON DC 20036 SARA SNEED PRESIDENT & CEO 37.50 X X 304983 0 50491 NICK ARCHULETA CHAIR 10.00 X X 0 0 0 OLETA GARRETT FITZGERALD VICE-CHAIR 2.00 X X 0 0 0 TIA DOWDELL SECRETARY-TREASURER 2.00 X X 0 0 0 ARTHUR AFFLECK DIRECTOR 1.00 X 0 0 0 AARO JEAN BELL DIRECTOR 1.00 X 0 0 0 DAAIYAH BILAL-THREATS DIRECTOR 1.00 X 0 0 0 BRET CONKLIN DIRECTOR 1.00 X 0 0 0 BERTIS DOWNS DIRECTOR 1.00 X 0 0 0 LAURA ENGEL DIRECTOR 1.00 X 0 0 0 ERICA WEBBER JONES DIRECTOR 1.00 X 0 0 0 JOANNE KRELL DIRECTOR 1.00 X 0 0 0 STUART LUCAS DIRECTOR 1.00 X 0 0 0 BRENT MCKIM DIRECTOR 1.00 X 0 0 0 MARC MOORGHEN DIRECTOR 1.00 X 0 0 0 ROGER POLLAK DIRECTOR 1.00 X 0 0 0 BECKY PRINGLE DIRECTOR 1.00 X 0 0 0 JANE QUIN DIRECTOR 1.00 X 0 0 0 MARCY SINGER-GABELLA DIRECTOR 1.00 X 0 0 0 DENISE SHEEHAN DIRECTOR 1.00 X 0 0 0 DERRON WALLACE DIRECTOR 1.00 X 0 0 0 MONICA WASHINGTON DIRECTOR 1.00 X 0 0 0 JERRY WEAST DIRECTOR 1.00 X 0 0 0 ROSS WIENER DIRECTOR 1.00 X 0 0 0 CICELY WOODARD DIRECTOR 1.00 X 0 0 0 MARGARET PORTA COIO 37.50 X 187181 0 54203 ERIC JAMES CFAO 37.50 X 192796 0 20631 KATHERINE GIBNEY SVP OF DEVELOPMENT 37.50 X 158402 0 48197 ALEXANDER WILKINS VP OF FINANCE & ADMIN 37.50 X 103822 0 20618 947184 0 194140 5 0 1 0 EF WORLD JOURNEYS INC TWO EDUCATION CIRCLE CAMBRIDGE MA 02141 TRAVEL AGENT CONSULTANT 245845 LEADING AUTHORITIES 1725 I STREET NW SUITE 200 WASHINGTON DC 20006 GALA PRODUCTION CONSULTANT 227627 NEPC LLC 225 FRANKLIN STREET 29TH FLOOR BOSTON MA 02110 OCIO INVESTMENT CONSULTANT 165000 RIDGEWELLS CATERING 5525 DORSEY LN BETHESDA MD 20816 GALA CATERING 152983 4 352821 4427336 4780157 313295 313295 2243897 522051 1721846 1721846 1721846 225000 352821 225000 0 6815298 0 0 2035141 X 1397675 1397675 846797 846797 819236 335675 325256 158305 1345123 1124252 65895 154976 111720 99269 292 12159 180256 132293 28048 19915 164825 113246 25932 25647 17195 6568 9786 841 33280 33280 216397 216397 866166 825518 6800 33848 1628 733 671 224 66059 29759 27218 9082 7500 7500 512681 419206 93189 286 46595 20992 19198 6405 10365 7266 1646 1453 26625 11995 10970 3660 EQUIP. RENTAL & MAINT. 43634 43634 LICENSE & REG. FEES 12772 5754 5262 1756 DUES & MEMBERSHIPS 12280 5532 5060 1688 PERIODICALS/BOOKS 11049 4978 4552 1519 20220 6061 12596 1563 6770078 5444703 892048 433327 736157 1615578 201484 246800 992958 736781 29591 25278 188356 235343 165692 92046 54306 73646 15267264 15613499 35263243 37688839 52733359 56235764 362785 407673 1672740 2017002 42600 213926 230049 2249451 2697324 X 49634679 52325454 849229 1212986 50483908 53538440 52733359 56235764 45220 3009312 0 X 0 1 X 1 0 X 2078883 3693465 3352115 3617646 4780157 17522266 2078883 3693465 3352115 3617646 4780157 17522266 3516795 14005471 541407 1051215 460008 320209 313295 2686134 20208400 0.69310 0.68640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 64671 42334 22337 101021 49712 51309 73646 MASTER LIMITED PARTNERSHIP FUNDS 37688839 F 37688839 10087956 3009312 254743 225000 3489055 6598901 216397 216397 6815298 7033424 254743 225000 479743 6553681 216397 216397 6770078 PART IV, LINE 2B: THE FOUNDATION ACTS AS FISCAL SPONSOR FOR TWO SCHOLARSHIP FUNDS OF THE NATIONAL EDUCATION ASSOCIATION (NEA), AND THE KENTUCKY EDUCATION ASSOCIATION, STATE AFFILIATE. AS CUSTODIAN, THE FOUNDATION INVESTS AND MANAGES THE SCHOLARSHIP PROGRAM WITH RESPECTIVE SUPPORT FROM NEA AND ITS AFFILIATE. ALL TRANSACTIONS RELATED TO THESE FUNDS ARE RECORDED AS TEMPORARILY RESTRICTED ACTIVITY IN THE FOUNDATION'S ACCOUNTING RECORDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED AS EXPENSES ON THE 225,000. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED AS EXPENSES ON THE 225,000. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. SEE GALA 577821 352821 225000 179553 20000 25447 577821 352821 225000 179553 20000 25447 225000 0 1 AEH COMMUNITY HEALTH SERVICES CENTER INC 510 HIGHWAY 322 CLARKSDALE MS 38614 640624495 501(C)(3) 225000 0 SPECIAL GRANTS BATESVILLE SCHOOL DISTRICT 955 WATER STREET BATESVILLE AR 72501 716020722 GOV'T 200000 0 SPECIAL GRANTS LITTLE ROCK PUBLIC SCHOOLS 500 W MARKHAM ST LITTLE ROCK AR 72201 716014465 GOV'T 200000 0 PLANNING GRANTS INSTITUTE FOR DEMOCRATIC ED IN AMERICA 2008 W RIDGEWAY STREET JACKSON MS 39213 270812635 501(C)(3) 130000 0 SPECIAL GRANTS COMMUNITY FOUNDATION FOR MISSISSIPPI 119 SOUTH PRESIDENT DRIVE FIRST FLOOR JACKSON MS 39201 640845750 501(C)(3) 120000 0 SPECIAL GRANTS UNIVERSITY OF ARKANSAS AT PINE BLUFF 1200 N UNIVERSITY MAIL SLOT 4951 PINE BLUFF AR 71601 716010030 501(C)(3) 115000 0 PLANNING GRANTS NATIONAL CENTER FOR YOUTH LAW 1212 BROADWAY SUITE 600 OAKLAND CA 94612 942506933 501(C)(3) 100000 0 SPECIAL GRANTS CLARKSDALE MUNICIPAL SCHOOL DISTRICT 526 S CHOCTAW ST CLARKSDALE MS 38614 646008786 GOV'T 58000 0 SPECIAL GRANTS RURAL COMMUNITY ALLIANCE 401 S SCOTT ST LITTLE ROCK AR 72201 251917387 501(C)(3) 55000 0 SPECIAL GRANTS GRANTMAKERS FOR EDUCATION 400 SE 103RD DRIVE 33348 PORTLAND OR 97216 330919329 501(C)(3) 50000 0 SPECIAL GRANTS LEARNING POLICY INSTITUTE 1530 PAGE MILL RD 250 PALO ALTO CA 94304 472772048 501(C)(3) 35000 0 SPECIAL GRANTS NATIONAL NETWORK OF STATE TEACHERS OF THE YEAR 4925 S BROADWAY AVE UNIT 8126 WICHITA KS 67216 481035353 501(C)(3) 35000 0 SPECIAL GRANTS PARTNERSHIP FOR THE FUTURE OF LEARNING 4521 HIGHWOODS PARKWAY GLEN ALLEN VA 23060 311482889 501(C)(3) 35000 0 SPECIAL GRANTS COMMUNITYSHARE 634 NORTH JACOBUS AVENUE TUCSON AZ 85705 881108848 501(C)(3) 30000 0 SPECIAL GRANTS WEST TALLAHATCHIE SCHOOL DISTRICT 1096 FRIENDSHIP WEST ROAD SUMNER MS 38957 GOV'T 30000 0 PLANNING GRANTS NEW VENTURE FUND 1828 L STREET NW 300-A WASHINGTON DC 20036 205806345 501(C)(3) 25000 0 SPECIAL GRANTS QUITMAN COUNTY SCHOOL DISTRICT 1362 MLK DRIVE MARKS MS 38646 646001022 GOV'T 25000 0 SPECIAL GRANTS SCHOTT FOUNDATION FOR PUBLIC EDUCATION 675 MASSACHUSETTS AVENUE 8TH FLOOR CAMBRIDGE MA 02139 043457065 501(C)(3) 25000 0 SPECIAL GRANTS STEP UP LOUISIANA PO BOX 19582 NEW ORLEANS LA 70179 851061102 501(C)(3) 20000 0 SPECIAL GRANTS NATIONAL PUBLIC EDUCATION SUPPORT FUND 1425 K STREET NW 700 WASHINGTON DC 20005 263015634 501(C)(3) 15000 0 SPECIAL GRANTS LA GRANGE SCHOOL DISTRICT 102 333 N PARK ROAD LA GRANGE PARK IL 60526 GOV'T 14005 0 SPECIAL GRANTS LOUISIANA ASSOCIATION OF EDUCATORS 8322 ONE CALAIS AVE BATON ROUGE LA 70809 720824390 501(C)(5) 12922 0 PLANNING GRANTS ARKANSAS EDUCATION ASSOCIATION 1500 WEST 4TH STREET LITTLE ROCK AR 72201 710004515 501(C)(6) 10000 0 SPECIAL GRANTS EDUCATION LEADERS OF COLOR 3680 WILSHIRE BLVD STE P-04-1052 LOS ANGELES CA 90010 812253548 501(C)(3) 10000 0 SPECIAL GRANTS GATEWAY COMMUNITY DEVELOPMENT CORPORATION 4102 WEBSTER STREET NORTH BRENTWOOD MD 20722 522044732 501(C)(3) 10000 0 SPECIAL GRANTS GROWTH PHILANTHROPY NETWORK INC 1345 AVENUE OF THE AMERICAS FL33 NEW YORK NY 10105 421625224 501(C)(3) 10000 0 SPECIAL GRANTS MADISON METROPOLITAN SCHOOL DISTRICT 545 WEST DAYTON STREET MADISON WI 53703 GOV'T 10000 0 PLANNING GRANTS THE NAMIE FOUNDATION INC 38 MONROE DRIVE POUGHKEEPSIE NY 12601 934630011 501(C)(3) 10000 0 SPECIAL GRANTS VARIOUS RETURNED & CANCELED GRANTS 1201 16TH STREET NW 416 WASHINGTON DC 20036 -246446 0 VARIOUS RETURNED & CANCELED GRANTS 26 2 GRANTS TO EDUCATORS 202 756797 TEACHER EXCELLENCE AWARD 9 90000 PART I, LINE 2: GRANTS TO EDUCATORS - GRANTS TO SUPPORT NEW IDEA AND PRACTICES TO STRENGTHEN TEACHING AND LEARNING. THE TWO CATEGORIES OF GRANTS ARE: 1) STUDENT SUCCESS - $1,500 - $5,000 GRANTS FOR PREK-16 EDUCATORS TO PROMOTE CLASSROOM INNOVATION AND TO ENGAGE STUDENTS IN CRITICAL THINKING TO DEEPEN THEIR KNOWLEDGE OF STANDARDS-BASED MATTER. 2) LEARNING & LEADERSHIP - $1,500 - $5,000 GRANTS FOR ALL PREK-16 EDUCATORS TO PROMOTE PROFESSIONAL DEVELOPMENT TO IMPROVE THEIR TEACHING SKILLS AND TO SHARE WITH COLLEAGUES. 3) ENVISION EQUITY GRANTS - $1,500 - $5,000 GRANTS TO SUPPORT PROJECT-BASED LEARNING AND HELP EDUCATORS TO ADVANCE STUDENTS' CULTURAL UNDERSTANDING AND APPRECIATION, ANTI-RACISM COMMITMENTS, AND UNDERSTANDING OF CIVIC ENGAGEMENT AND DEMOCRACY. AWARDS FOR TEACHING EXCELLENCE - RECOGNIZES, REWARDS AND PROMOTES EXCELLENCE IN TEACHING AND LEARNING. X X X 0 0 0 0 0 0 0 0 0 SARA SNEED PRESIDENT & CEO 304983 0 0 0 0 0 30498 0 19993 0 355474 0 0 0 MARGARET PORTA COIO 187181 0 0 0 0 0 18718 0 35485 0 241384 0 0 0 ERIC JAMES CFAO 192796 0 0 0 0 0 19280 0 1351 0 213427 0 0 0 KATHERINE GIBNEY SVP OF DEVELOPMENT 158402 0 0 0 0 0 15840 0 32357 0 206599 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY THE FOUNDATION'S ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE FOUNDATION. THE FOUNDATION'S REVIEW PROCESS FOR THE DRAFT FORM 990 IS AS FOLLOWS: THE FOUNDATION'S CFO REVIEWS THE DRAFT FORM 990 FOR COMPLETENESS AND ACCURACY. THE DRAFT FORM 990 IS REVISED AS NECESSARY AFTER THE CFO'S REVIEW. THE REVISED DRAFT FORM 990 IS THEN SUBMITTED TO THE PRESIDENT & CEO FOR HER REVIEW. THE DRAFT FORM 990 IS REVISED AS NECESSARY AFTER THE PRESIDENT & CEO'S REVIEW. THE COMPLETED DRAFT FORM 990 IS THEN DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW. ANY COMMENTS FROM THE BOARD OF DIRECTORS ARE CONSIDERED AND THE DRAFT FORM 990 IS MODIFIED AS NECESSARY. THE FEDERAL FORM 990 IS FINALIZED BY THE PRESIDENT & CEO APPROVING THE FEDERAL FORM 990 WHICH IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S BOARD OF DIRECTORS AND THE FOUNDATION STAFF COMPLETE AND SIGN CONFLICT OF INTEREST FORMS ANNUALLY NEAR THE BEGINNING OF THE FISCAL YEAR. THE PRESIDENT & CEO REVIEWS THE STAFF MEMBERS' COMPLETED FORMS FOR POTENTIAL CONFLICTS AND SIGNS EACH FORM. THE CHAIR REVIEWS AND SIGNS THE PRESIDENT & CEO'S CONFLICT OF INTEREST FORM ANNUALLY. THE CHAIR OF THE BOARD OF DIRECTORS REVIEWS THE BOARD MEMBERS' COMPLETED FORMS FOR POTENTIAL CONFLICTS AND SIGNS OFF ON EACH FORM. IF THERE IS A CONFLICT OF INTEREST, THE STAFF OR BOARD MEMBERS DO NOT PARTICIPATE IN ANY DECISIONS RELATED TO THE CONFLICT THROUGHOUT THE YEAR. NEW BOARD MEMBERS AND STAFF MEMBERS WHO JOIN THE FOUNDATION DURING THE YEAR COMPLETE THE CONFLICT OF INTEREST FORM WHEN THEY JOIN THE FOUNDATION. THESE FORMS ARE REVIEWED AND SIGNED OFF ON BY APPROPRIATE INDIVIDUALS THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15A LED BY THE CHAIR OF THE BOARD, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE PERFORMANCE REVIEW AND ANY COMPENSATION ADJUSTMENTS OF THE FOUNDATION'S PRESIDENT & CEO. THE COMMITTEE UTILIZES THE FOLLOWING STEPS IN THE REVIEW PROCESS: THE CHAIR, IN CONSULTATION WITH THE PRESIDENT & CEO, SETS GOALS AND REVIEWS THE PROGRESS TOWARDS SAID GOAL. REGULARLY, ALL MEMBERS OF THE BOARD OF DIRECTORS COMPLETE THE BOARD SOURCE "CHIEF EXECUTIVE ASSESSMENT" TO EVALUATE THE PRESIDENT & CEO'S PERFORMANCE. THE RESULTS OF THE ASSESSMENT ARE COMPILED, SUMMARIZED AND REVIEWED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE USES THE SURVEY DATA AND SALARY COMPENSATION STUDIES TO REVIEW AND REVISE THE PRESIDENT & CEO'S COMPENSATION PACKAGE. THE BOARD CHAIR THEN COMMUNICATES ANY ADJUSTMENTS TO THE PRESIDENT & CEO'S COMPENSATION PACKAGE TO THE CFO. THE FOUNDATION UPDATED THE EXECUTIVE COMPENSATION STUDY IN JANUARY 2022 TO ENSURE THAT THE COMPENSATION PACKAGES CONTINUE TO BE REASONABLE COMPARED TO OTHER NOT-FOR-PROFIT ORGANIZATIONS. ADDITIONALLY IN 2024, THE EXECUTIVE COMMITTEE CONDUCTED ITS ANNUAL REVIEW OF THE CEO AND ADJUSTED HER COMPENSATION ACCORDINGLY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE AND UPON REQUEST. THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 825,518. MANAGEMENT AND GENERAL EXPENSES 6,800. FUNDRAISING EXPENSES 33,848. TOTAL EXPENSES 866,166.