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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
NATIONAL EDUCATION ASSOCIATION OF THE
UNITED STATES
Employer identification number

53-0115260
Return Reference Explanation
FORM 990, PART III, LINE 4A THE 2019-20 STRATEGIC PLAN AND BUDGET FRAMEWORK CONTAINS SIX STRATEGIC OBJECTIVES AND ONE ENTERPRISE OPERATIONS. THE FIRST FOUR OBJECTIVES INCLUDE OPPORTUNITIES TO FOCUS ON 1) INCREASING EDUCATOR VOICE, INFLUENCE, AND PROFESSIONAL AUTHORITY; 2) RECRUITING AND ENGAGING NEW AND EARLY CAREER EDUCATORS; 3) ADVANCING RACIAL JUSTICE IN EDUCATION; AND 4) PROVIDING PROFESSIONAL SUPPORTS. THE FIFTH OBJECTIVE INTENDS TO USE ALL AVAILABLE MEANS TO SECURE THE ENVIRONMENT TO ADVANCE THE MISSION OF THE NEA AND ITS AFFILIATES. THE SIXTH OBJECTIVE AIMS TO ENHANCE ORGANIZATION CAPACITY TO BUILD LASTING GROWTH AND STRENGTH. UNDERGIRDING ALL OF THIS WORK, THE FRAMEWORK IDENTIFIES ENTERPRISE OPERATIONS THOSE ESSENTIAL FUNCTIONS NECESSARY FOR A HIGH PERFORMING ORGANIZATION TO THRIVE. INCREASING EDUCATOR VOICE, INFLUENCE, AND PROFESSIONAL AUTHORITY - THE GOAL OF THIS OBJECTIVE IS TO ELEVATE THE VOICE AND INFLUENCE OF EDUCATORS ON DECISIONS RELATED TO TEACHING AND LEARNING AT THE STATE, DISTRICT, AND LOCAL LEVELS IN ALLIANCE WITH STUDENTS, PARENTS, AND COMMUNITIES. THE WORK IN THIS AREA INVOLVES INCREASING MEMBER CAPACITY AS MESSENGERS, LEADERS, AND ACTIVISTS TO DEMONSTRATE VOICE AT THEIR SCHOOLS OR WORKSITES TO ADVANCE OPPORTUNITIES ON BEHALF OF STUDENTS. WORK GEARED TOWARDS INCREASING EDUCATOR READINESS FOR EMPOWERMENT ALSO INCLUDES IMPROVING LEADERS AND MEMBERS' CAPACITY TO ENGAGE FAMILIES AND COMMUNITIES IN JOINT EFFORTS TO ADVANCE STUDENT-CENTERED GOALS AT THE WORKSITE LEVEL. OF PARTICULAR INTEREST IS LEVERAGING THE MANY PROVISIONS OF THE EVERY STUDENT SUCCEEDS ACT (ESSA) THAT ENCOURAGE IMPLEMENTATION TO INCLUDE THE DEVELOPMENT OF PROCESSES, REGULATIONS, POLICIES, AND JOINT COMMITTEES THAT ENSURE MEANINGFUL AND LASTING EDUCATOR INVOLVEMENT THROUGH THEIR ASSOCIATIONS. LASTLY, THIS OBJECTIVE LEVERAGES, EXPANDS, AND ENHANCES NATIONAL, STATE, LOCAL, AND WORKSITE ALLIANCES AND COALITIONS BETWEEN AFFILIATES, EDUCATORS, COMMUNITIES, FAMILIES, AND OTHER STAKEHOLDERS IN THE QUEST FOR EDUCATOR-LED, STUDENT-CENTERED POLICIES AND OUTCOMES, AND SHARED DECISION-MAKING PROCESSES THAT IMPROVE TEACHING AND LEARNING. RECRUITING AND ENGAGING NEW AND EARLY CAREER EDUCATORS - THE GOAL OF THIS OBJECTIVE IS TO SEEK TO PARTNER WITH STATE AND LOCAL AFFILIATES TO IDENTIFY, RECRUIT, AND BUILD RELATIONSHIPS WITH ASPIRING EDUCATORS THROUGH INTENTIONAL AND COORDINATED PROGRAMS DESIGNED TO PREPARE THEM FOR THEIR PROFESSION, DEVELOP THEIR LEADERSHIP SKILLS, AND PROVIDE PATHWAYS FOR THEM TO BECOME PROFESSIONAL PRACTICE LEADERS AND ASSOCIATION ACTIVISTS. SIMILAR PARTNERSHIPS ARE CULTIVATED TO IDENTIFY AND RECRUIT NEW EDUCATORS AND EARLY CAREER EDUCATORS, BUILD RELATIONSHIPS WITH THEM, SUPPORT THEM IN THEIR PRACTICE, AND PROVIDE AN INTENTIONAL PATHWAY FOR THEM TO BECOME ASSOCIATION MEMBERS AND LEADERS WHO ADVOCATE FOR THE NECESSARY TEACHING AND LEARNING CONDITIONS FOR ALL STUDENTS TO BE SUCCESSFUL. ADVANCING RACIAL JUSTICE IN EDUCATION - THE GOAL OF THIS OBJECTIVE IS TO ENHANCE THE ADVANCEMENT OF RACIAL JUSTICE IN EDUCATION TO IMPROVE EDUCATOR PRACTICE, ALONG WITH CONDITIONS FOR STUDENTS, FAMILIES, AND COMMUNITIES. IN PARTNERSHIP WITH NEA AFFILIATES, WORK IN THIS AREA SEEKS TO IDENTIFY AND SUPPORT DIRECT MEMBER ENGAGEMENT, MOBILIZATION, AND ACTIVISM ON RACIAL AND SOCIAL JUSTICE. WORK IN THIS OBJECTIVE ALSO DEVELOPS AND LEVERAGES THESE PARTNERSHIPS THAT ENGAGE FAMILIES AND COMMUNITIES ALONGSIDE OF EDUCATORS IN ADVANCING A STUDENT-CENTERED AGENDA ON RACIAL AND SOCIAL JUSTICE. ADDITIONALLY, THIS OBJECTIVE SEEKS TO RAISE AWARENESS OF THE EFFECTS OF INSTITUTIONAL AND SYSTEMIC RACISM AND SOCIAL INEQUITIES, AND TO PROVIDE TECHNICAL ASSISTANCE TO AFFILIATES WORKING TO ADVANCE JUST POLICIES, PRACTICES, AND BUDGETS. FINALLY, THIS OBJECTIVE ASPIRES TO INTEGRATE A RACIAL JUSTICE FRAMEWORK THROUGHOUT NEA'S PROGRAMS, POLICIES, AND PRACTICES TO ASSURE ORGANIZATIONAL LEADERSHIP IN THE RACIAL JUSTICE ARENA, VIA TECHNICAL ASSISTANCE, CROSS-DEPARTMENTAL WORKING GROUPS, TRAINING, RESOURCE DEVELOPMENT, AND MESSAGE GUIDANCE. PROVIDING PROFESSIONAL SUPPORTS - THE GOAL OF THIS OBJECTIVE IS TO ENSURE ACCESSIBILITY TO QUALITY ASSOCIATION-LED, MEMBER-DEVELOPED PROFESSIONAL DEVELOPMENT FOR EDUCATORS AT ALL STAGES OF THEIR CAREER AND ENHANCING VIEWS OF THE ASSOCIATION AS A VALUABLE AND RELEVANT RESOURCE IN FOSTERING EDUCATOR PROFESSIONAL QUALITY. WORK IN THIS OBJECTIVE INCLUDES DEVELOPING AND TESTING NEW PROFESSIONAL SUPPORTS IN COLLABORATION WITH MEMBERS AND AFFILIATES. IT ALSO SEEKS TO DEVELOP A SYSTEM TO TRACK INFORMATION ON AVAILABLE PROFESSIONAL DEVELOPMENT MODULES THAT HAVE BEEN DEVELOPED BY ASSOCIATION MEMBERS, AFFILIATES, OR PARTNER ORGANIZATIONS. FINALLY, THIS OBJECTIVE AIMS TO ENHANCE THE VALUE PLACED ON A QUALITY PROFESSIONALIZED EDUCATOR WORKFORCE AND TO VALIDATE THE ROLE AND RESPONSIBILITY OF THE ASSOCIATION IN CREATING A SYSTEM WHICH PROVIDES HIGH QUALITY ASSOCIATION-LED, MEMBER-DEVELOPED, AND CURATED PROFESSIONAL DEVELOPMENT. SECURING THE ENVIRONMENT TO ADVANCE THE MISSION OF THE NEA AND ITS AFFILIATES - THIS OBJECTIVE SEEKS TO USE ALL AVAILABLE MEANS, INCLUDING ORGANIZING, LEGAL, LEGISLATIVE, ELECTORAL, AND COLLECTIVE ACTION, TO SECURE THE ENVIRONMENT NECESSARY TO PROTECT THE RIGHTS OF STUDENTS AND EDUCATORS, AND THE FUTURE OF PUBLIC EDUCATION. WORK IN THIS OBJECTIVE INCLUDES SUPPORTING THE ASSOCIATION'S EFFORTS, IN PARTNERSHIP WITH AFFILIATES, TO PROTECT AND STRENGTHEN PUBLIC EDUCATION AND FURTHER FOSTERS THE ASSOCIATIONS' SOCIAL, RACIAL, AND ECONOMIC JUSTICE ADVOCACY COLLABORATION WITH PARTNERS. ADDITIONALLY, IN PARTNERSHIP WITH AFFILIATES AND OTHER PRO-PUBLIC AND PRO-LABOR COALITIONS, WORK TARGETS FEDERAL, STATE, AND LOCAL POLITICAL AND ISSUE CAMPAIGNS THAT INCREASE AND SECURE EDUCATOR INVOLVEMENT, PROMOTE EDUCATION OPPORTUNITY FOR ALL STUDENTS, AND SUPPORT THE ASSOCIATION'S PRO-PUBLIC EDUCATION AGENDA MESSAGE. FINALLY, WORK ENTAILS PROTECTING AND DEFENDING AGAINST LEGAL ATTACKS THAT WOULD DIMINISH THE RIGHTS OF STUDENTS, EDUCATORS, AND THE ASSOCIATION, INCLUDING, BUT NOT LIMITED TO, ADVICE, COUNSEL, COMPLIANCE ASSISTANCE, AND LITIGATION. ENHANCING ORGANIZATION CAPACITY - THIS OBJECTIVE SEEKS TO DEVELOP AND LEVERAGE THE COLLECTIVE ORGANIZATIONAL CAPACITY ACROSS THE ASSOCIATION THAT IS NECESSARY TO ADVANCE THE MISSION OF THE NEA AND ITS AFFILIATES, WITH PARTICULAR FOCUS ON ORGANIZING, TECHNOLOGY, FISCAL HEALTH, LEADERSHIP DEVELOPMENT, AND INTERNAL AND EXTERNAL PARTNERSHIPS. WORK IN THIS OBJECTIVE INCLUDES PARTNERING WITH STATE AND LOCAL AFFILIATES TO DEVELOP AND EXPAND THEIR ORGANIZING CAPACITY AND ENHANCE THEIR EFFECTIVENESS IN ORGANIZING, ADVOCATING FOR, ENGAGING, RECRUITING, AND RETAINING MEMBERSHIP, AS WELL AS DEVELOPING LEADERS. WORK ALSO INCLUDES EXAMINING TECHNOLOGICAL RESOURCE AVAILABILITY THROUGHOUT THE ASSOCIATION AND WITHIN AFFILIATES, AND DEVELOP PLANS TO IMPROVE THE ASSOCIATION'S ABILITY TO GATHER AND ANALYZE DATA ABOUT THEIR MEMBERS, TO COMMUNICATE EFFECTIVELY, AND TO SUPPORT THEIR BUSINESS PRACTICES. ADDITIONALLY, THE ASSOCIATION, IN PARTNERSHIP WITH AFFILIATES, DESIGNS AND DELIVERS EFFECTIVE FINANCIAL TRAINING FOR STAFF, MANAGEMENT, AND LEADERS AT ALL LEVELS TO ACHIEVE FINANCIAL STABILITY AND SUSTAINABLE FISCAL HEALTH, AND IMPROVE THE EFFECTIVENESS OF ACCOUNTING AND OPERATING CONTROL. FURTHERMORE, WORK FOCUSES ON DEVELOPING AND ENHANCING MEMBERS' CAPACITY TO LEAD RELEVANT AND THRIVING ASSOCIATIONS AT NATIONAL, STATE, AND LOCAL LEVELS, AND MEASURABLY ADVANCE THE ORGANIZATION'S STRATEGIC OBJECTIVES BY EFFECTIVELY EXPANDING THE USE OF NEA'S LEADERSHIP COMPETENCY FRAMEWORK. FINALLY, WORK IN THIS AREA PURSUES TO IMPROVE THE ASSOCIATION'S ABILITY TO HAVE OPTIMAL IMPACT, REACH, AND INFLUENCE THROUGH ITS EXTERNAL PARTNERSHIPS AND TO DEVELOP AUTHENTIC AND MUTUALLY-REINFORCING PARTNERSHIPS WITH NEA AFFILIATES, COUNCILS, AND CONSTITUENCIES IN ORDER TO CO-CREATE AND ADVANCE A POWERFUL SHARED AGENDA AND REALIZE OUR FULLEST POTENTIAL AS AN ENTERPRISE. ENTERPRISE OPERATIONS - THE ONGOING FUNCTIONS ACROSS THE ENTERPRISE SUPPORT THE STRATEGIC OBJECTIVES, BUILD LASTING STRENGTH, AND SUSTAIN THE ORGANIZATIONAL INFRASTRUCTURE. NEA'S FACILITY SERVICES, HUMAN RESOURCES, COMMUNICATIONS, TECHNOLOGICAL TOOLS, LEGAL SERVICES, AND FINANCIAL MANAGEMENT RESIDE IN THIS AREA. THIS AREA ALSO HANDLES IMPROVEMENT AND INNOVATION INITIATIVES, STRATEGY DEVELOPMENT, WORKPLACE CULTURE INITIATIVES, FINANCIAL ANALYSES AND RISK MANAGEMENT, AND THE INTEGRATION AND LEVERAGING OF SYSTEMS AND TECHNOLOGY.
FORM 990, PART VI, SECTION A, LINE 6 NEA HAS THE FOLLOWING CATEGORIES OF MEMBERSHIP WITH VOTING RIGHTS: - ACTIVE MEMBERS: ENGAGED IN PROFESSIONAL EDUCATION EMPLOYMENT OR EMPLOYED IN EDUCATIONAL SUPPORT PROFESSIONAL POSITIONS - ACTIVE LIFE MEMBERS: INCLUDE PART-TIME, FULL-TIME AND SUBSTITUTE MEMBERS; THIS CATEGORY IS NO LONGER OFFERED (ENDED JULY 1973). THOSE IN THIS CATEGORY MADE A ONE-TIME PAYMENT FOR LIFETIME MEMBERSHIP. - RETIRED MEMBERS: INCLUDES ANNUAL AND RETIRED LIFE MEMBERS - STUDENT MEMBERS
FORM 990, PART VI, SECTION A, LINE 7A NEA MEMBERS ELECT DELEGATES TO REPRESENT THE MEMBERSHIP AT THE NEA ANNUAL REPRESENTATIVE ASSEMBLY. REPRESENTATIVE ASSEMBLY DELEGATES ELECT NEA EXECUTIVE OFFICERS AND THE NEA EXECUTIVE COMMITTEE. MEMBERS OF THE NEA BOARD OF DIRECTORS CAN BE ELECTED BY A VOTE OF NEA MEMBERS OR BY DELEGATES TO THE NEA OR STATE REPRESENTATIVE ASSEMBLIES.
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.
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 NEA EXECUTIVE COMMITTEE PRIOR TO FILING. THE FORM 990 IS ALSO MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING.
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 SECRETARY-TREASURER AND CFO SERVE AS THE NEA CONFLICT OF INTEREST OFFICERS AND RECEIVE AND REVIEW ALL REPORTED CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION C, LINE 19 THE NEA DOES NOT PROVIDE THESE DOCUMENTS TO THE GENERAL PUBLIC.
FORM 990, PART XI, LINE 9: MISCELLANEOUS ROUNDING 1.
FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


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