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Nonprofiteer
← EDUCATION MINNESOTA

Form 990 for tax year 2023

Filed by EDUCATION MINNESOTA.

Totals

Total revenue
$39,131,256
Total expenses
$39,655,801
Contributions and grants received
$0
Grants paid
$3,033,061
Program service revenue
$37,082,379
Investment income
$1,758,252
Other revenue
$290,625
Total assets, end of year
$80,647,216
Total liabilities, end of year
$14,959,629
Net assets or fund balances, end of year
$65,687,587
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: DUES INCOME

    total $34,312,624 · related or exempt $34,312,624

  • 2b · Program service revenue: NEA UNISERV GRANT

    total $1,759,804 · related or exempt $1,759,804

  • 2c · Program service revenue: NEA PROGRAM SUPPORT

    total $450,313 · related or exempt $450,313

  • 2d · Program service revenue: AFT SOLIDARITY FUND SUPPORT

    total $363,206 · related or exempt $363,206

  • 2e · Program service revenue: AFT FIELD SUPPORT

    total $172,410 · related or exempt $172,410

  • 2f · All other program service revenue

    total $24,022 · related or exempt -$14,103 · excluded $38,125

  • 3 · Investment income

    total $1,758,252 · excluded $1,758,252

  • 11a · Other revenue: THE EDUCATOR

    total $290,625 · related or exempt $219,800 · unrelated business $70,825

  • 11e · Other revenue, total

    $290,625

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,033,061

  • 5 · Compensation of officers, directors and key employees

    total $2,401,636

  • 7 · Other salaries and wages

    total $14,593,430

  • 8 · Pension plan contributions

    total $3,289,811

  • 9 · Other employee benefits

    total $4,730,462

  • 10 · Payroll taxes

    total $1,299,566

  • 13 · Office expenses

    total $1,269,677

  • 16 · Occupancy

    total $1,018,245

  • 17 · Travel

    total $2,722,841

  • 21 · Payments to affiliates

    total $1,001,232

  • 22 · Depreciation, depletion and amortization

    total $271,161

  • 23 · Insurance

    total $150,218

  • 24a · Other expenses: OUTSIDE SERVICES

    total $2,397,766

  • 24b · Other expenses: MEMBERSHIP DUES

    total $742,972

  • 24c · Other expenses: READERSHIP COSTS

    total $276,226

  • 24d · Other expenses: MISCELLANEOUS

    total $149,905

  • 24e · All other expenses

    total $307,592

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $341,445 · end of year $716,119

  • 2 · Savings and temporary cash investments

    beginning of year $22,644,577 · end of year $19,483,218

  • 3 · Pledges and grants receivable

    beginning of year $348,333 · end of year $50,397

  • 4 · Accounts receivable

    beginning of year $3,748,865 · end of year $4,391,131

  • 9 · Prepaid expenses and deferred charges

    beginning of year $514,968 · end of year $431,342

  • 10a · Land, buildings and equipment: cost or other basis

    $3,675,292

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,933,197

  • 10c · Land, buildings and equipment, net

    beginning of year $615,381 · end of year $742,095

  • 11 · Investments: publicly traded securities

    beginning of year $36,742,228 · end of year $40,278,526

  • 15 · Other assets

    beginning of year $8,875,109 · end of year $14,554,388

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,043,883 · end of year $2,913,856

  • 19 · Deferred revenue

    beginning of year $343,824 · end of year $337,820

  • 25 · Other liabilities

    beginning of year $11,684,767 · end of year $11,707,953

  • 27 · Net assets without donor restrictions

    beginning of year $43,902,883 · end of year $51,091,243

  • 28 · Net assets with donor restrictions

    beginning of year $14,855,549 · end of year $14,596,344

Mission and programs · 2023

Mission

EDUCATION MINNESOTA IS A LABOR UNION REPRESENTING APPROXIMATELY 87,000 MEMBERS WHO WORK IN PUBLIC SCHOOLS, HIGHER EDUCATION AND OTHER RELATED FIELDS THROUGHOUT THE STATE.

  • EDUCATION MINNESOTA ORGANIZES MEMBERS ON A LOCAL BASIS. EDUCATION MINNESOTA CURRENTLY HAS 484 LOCAL UNIONS STATEWIDE. OUR LOCALS HELP MENTOR NEW TEACHERS, PROVIDE PROFESSIONAL DEVELOPMENT, NEGOTIATE AND MAINTAIN WORK CONTRACTS, AND MUCH MORE. OUR STAFF MEMBERS IN 12 OFFICES STATEWIDE SERVE AS RESOURCES TO OUR LOCALS.

As filed on the 2023 return.

Listed in Part VII

  • Denise Specht

    PRESIDENT

    Total calculated
    $260,480
    From this org
    $209,259
    From related orgs
    $0
    Other
    $51,221
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,259
    Bonus
    not reported
    Other
    not reported
    Deferred
    $38,089
    Nontaxable benefits
    $13,132
    Filer's total
    $260,480
  • Monica Byron

    VICE PRESIDE

    Total calculated
    $244,527
    From this org
    $176,618
    From related orgs
    $0
    Other
    $67,909
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,618
    Bonus
    not reported
    Other
    not reported
    Deferred
    $32,405
    Nontaxable benefits
    $35,504
    Filer's total
    $244,527
  • Rodney Rowe

    SECRETARY-TR

    Total calculated
    $255,502
    From this org
    $209,883
    From related orgs
    $0
    Other
    $45,619
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,883
    Bonus
    not reported
    Other
    not reported
    Deferred
    $32,436
    Nontaxable benefits
    $13,183
    Filer's total
    $255,502
  • Amy Aho

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jamie Alsleben

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Michelle Bacon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Heather Bakke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jerome Bellefeuille

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Richard Bettini

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Melissa Buckley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Greta Callahan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Kimberly Colbert

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Annette Davis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Michelle Dennard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Tracy Detloff

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Mark Domeier

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Aaron Donais

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Geneva Dorsey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Wendy Drugge-Wuensch

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Caitlin Efta

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Chris Erickson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Ryan Fiereck

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Marty Fridgen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jodi Hansen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Janelle Hart

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Al Helgerson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jessie Holm

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Valerie Holthus

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Brenda Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Tammy Knapper

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Maria Le Selmer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Gretchen Long

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Maureen Morrow

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jasman Myers

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Lisa Olson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Angela Pedace

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Bety Rios-Christensen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Judy Rohde

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • William Schwandt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Marty Scofield

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Holly Schrupp

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jared Simpson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Mark Swenson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Wes Tessman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Kim Thole

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Glazell Toledo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Leah Vandassor

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Stacey Vanderport

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Matthew Wilmes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Carrie Lucking

    EXECUTIVE DI

    Total calculated
    $271,323
    From this org
    $198,348
    From related orgs
    $0
    Other
    $72,975
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,348
    Bonus
    not reported
    Other
    not reported
    Deferred
    $37,429
    Nontaxable benefits
    $35,546
    Filer's total
    $271,323
  • Michael Roehl

    CFO

    Total calculated
    $262,276
    From this org
    $190,745
    From related orgs
    $0
    Other
    $71,531
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,745
    Bonus
    not reported
    Other
    not reported
    Deferred
    $36,003
    Nontaxable benefits
    $35,528
    Filer's total
    $262,276
  • Rob Gardner

    FIELD MANAGE

    Total calculated
    $242,675
    From this org
    $173,885
    From related orgs
    $0
    Other
    $68,790
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,885
    Bonus
    not reported
    Other
    not reported
    Deferred
    $33,335
    Nontaxable benefits
    $35,455
    Filer's total
    $242,675
  • David Aron

    GENERAL COUN

    Total calculated
    $240,738
    From this org
    $172,008
    From related orgs
    $0
    Other
    $68,730
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,008
    Bonus
    not reported
    Other
    not reported
    Deferred
    $33,335
    Nontaxable benefits
    $35,395
    Filer's total
    $240,738
  • Dan Rivera

    FIELD MANAGE

    Total calculated
    $237,126
    From this org
    $169,139
    From related orgs
    $0
    Other
    $67,987
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,139
    Bonus
    not reported
    Other
    not reported
    Deferred
    $32,473
    Nontaxable benefits
    $35,514
    Filer's total
    $237,126
  • Kathleen Micheletti

    DIR OF PUBLI

    Total calculated
    $227,285
    From this org
    $166,332
    From related orgs
    $0
    Other
    $60,953
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,332
    Bonus
    not reported
    Other
    not reported
    Deferred
    $25,494
    Nontaxable benefits
    $35,459
    Filer's total
    $227,285
  • Shane Patrick

    HR DIRECTOR

    Total calculated
    $202,325
    From this org
    $158,273
    From related orgs
    $0
    Other
    $44,052
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,273
    Bonus
    not reported
    Other
    not reported
    Deferred
    $29,560
    Nontaxable benefits
    $14,492
    Filer's total
    $202,325
  • Allison Labree

    DIR POLICY &

    Total calculated
    $221,879
    From this org
    $157,047
    From related orgs
    $0
    Other
    $64,832
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,047
    Bonus
    not reported
    Other
    not reported
    Deferred
    $29,419
    Nontaxable benefits
    $35,413
    Filer's total
    $221,879
  • Margaret Luger-Nikoli

    ATTORNEY

    Total calculated
    $213,498
    From this org
    $148,795
    From related orgs
    $0
    Other
    $64,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,795
    Bonus
    not reported
    Other
    not reported
    Deferred
    $29,051
    Nontaxable benefits
    $35,652
    Filer's total
    $213,498
  • Debra Corhouse

    ATTORNEY

    Total calculated
    $213,712
    From this org
    $148,344
    From related orgs
    $0
    Other
    $65,368
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,344
    Bonus
    not reported
    Other
    not reported
    Deferred
    $29,567
    Nontaxable benefits
    $35,801
    Filer's total
    $213,712
  • Inella Jack

    CONTROLLER

    Total calculated
    $212,735
    From this org
    $147,949
    From related orgs
    $0
    Other
    $64,786
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,949
    Bonus
    not reported
    Other
    not reported
    Deferred
    $29,000
    Nontaxable benefits
    $35,786
    Filer's total
    $212,735

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Discretionary spending account
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ECONOMIC SERVICES INC

    C CORP · PURCH AGT · MN

    Directly controlled by PROPERTIES

Provenance

Return type
form_990
Tax year
2023
Filed
16 May 2025
IRS schema version
2023v6.0
Source object
202501619349301005

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