l efil e GRAPHIC p rint - DO NOT PROCESS As Fil ed Data - DLN: 93493044010014

Form 990
Return of Organization Exempt From Income Tax
OMBNo 1545- 0047
Under section 501( c) , 527, or 4947( a) ( 1) of the Internal Revenue Code ( except bl ack l ung
201
2
benefit trust or private foundation)
Department of the Treasury
Internal Revenue Service
1- The organization may have to use a copy of this return to satisfy state reporting requirements
A For the 2012 cal endar y ear , or tax y ear beginning 10- 01- 2012 , 2012 , and ending 09- 30- 2013
B Check if appl icabl e
C Name of organization
D Empl oy er identification number
ALABAMA EDUCATION ASSOCIATION
F Address change
63- 0002660
Doing Business As
F Name change
1Initial return
Number and street ( or P 0 box if mail is not del ivered to street address) Room/suite
E Tel ephone number
PO BOX 4177
p Terminated
( 334) 834- 9790
- ( Amended return City or town, state or country , and ZIP + 4
MONTGOMERY, AL 361034177
IAppl ication pending
G Gross receipts $ 27, 222, 456
F Name and address of principal officer
H( a) Is this a group return for
DR HENRY C MABRY III
affil iates? ( - Yes No
PO BOX 4177
MONTGOMERY, AL 361034177
H( b)
Are al l affil iates incl uded? F Yes F_ No
If "No, " attach a l ist ( see instructions)
I Tax- exempt status
F_ 501( c) ( 3) F 501( c) ( 5 I( insert no ) ( - 4947( a) ( 1) or F_ 527
H( c)
Group exemption number 0-
J Website : 1- MY AE A O RG
K Form of organization F Corporation 1Trust F_ Association ( - Other 0- L Year of formation 1938 MState of l egal domicil e AL
Summary
1 Briefl y describe the organization's mission or most significant activities
THE GOALS OF THE ASSOCIATION SHALL BE AS FOLLOWS ( A) PROVIDE MAXIMUM EDUCATIONAL OPPORTUNITIES
FOR ALL STUDENTS BY PROVIDING A HIGHER QUALITY OF TEACHING, SOUND PROGRAMS OF INSTRUCTION, AND
ADEQUATE FINANCING FOR PUBLIC EDUCATION, ( B) SEEK ECONOMIC SECURITY FOR ALL EDUCATION EMPLOYEES,
( C) INCREASE PUBLIC AWARENESS OF THE GOALS OF AEA AS RELATED TO THE NEEDS, PROBLEMS, AND PROGRESS OF
EDUCATION, ( D) MAINTAIN A STRONG, INDEPENDENT, UNITED EDUCATION PROFESSION, ( E) PROTECT THE
CONSTITUTIONAL, STATUTORY, AND HUMAN RIGHTS OF ALL EDUCATION EMPLOYEES AND STUDENTS, ( F) IMPROVE
THE MORAL AND ETHICAL CLIMATE IN SCHOOLS AND GOVERNMENT, ( G) UNITE EDUCATION EMPLOYEES FOR
EFFECTIVE POLITICAL ACTION, ( H) REPRESENT MEMBERS IN THEIR EMPLOYMENT RELATIONS WITH THEIR
EMPLOYERS, ( I) SUPPORT MAXIMUM EMPLOYEE INPUT INTO THE DECISIONS AND POLICIES OF THEIR EMPLOYER
2 Check this box Of- if the organization discontinued its operations or disposed of more than 25% of its net assets
3 Number of voting members of the governing body ( Part VI, l ine 1a) . . . . . . . 3 33
4 N umber of independent voting members of the governing body ( Part VI, l ine 1 b) . 4 33
5 Total number of individual s empl oy ed in cal endar y ear 2012 ( Part V, l ine 2a) . 5 152
6 Total number of vol unteers ( estimate if necessary ) 6 0
7aTotal unrel ated business revenue from Part VIII, col umn ( C) , l ine 12 . 7a 222, 105
b Net unrel ated business taxabl e income from Form 990- T, l ine 34 . . . . . . . . 7b 0
Prior Year Current Year
8 Contributions and grants ( Part VIII, l ine 1h) . 4, 739, 940 3, 985, 549
9 Program service revenue ( Part VIII, l ine 2g) . 14, 121, 411 13, 693, 017
N 10 Investment income ( Part VIII, col umn ( A) , l ines 3, 4, and 7d . . . 355, 816 351, 280
11 Other revenue ( Part VIII, col umn ( A) , l ines 5, 6d, 8c, 9c, 10c, and 11e) 564, 351 523, 405
12 Total revenue- add l ines 8 through 11 ( must equal Part VIII, col umn ( A) , l ine
12) . . . . . . . . . . . . . . . . . . .
19, 781, 518 18, 553, 251
13 Grants and simil ar amounts paid ( Part IX, col umn ( A) , l ines 1- 3 ) . 0 0
14 Benefits paid to or for members ( Part IX, col umn ( A) , l ine 4) . 0 0
15
Sal aries, other compensation, empl oy ee benefits ( Part IX, col umn ( A) , l ines
5- 10)
9, 927, 466 9, 489, 283
16a Professional fundraising fees ( Part IX, col umn ( A) , l ine 11e) 0 0
LLJ
b Total fundraising expenses ( Part IX, col umn ( D) , l ine 25) 0- 0
17 Other expenses ( Part IX, col umn ( A) , l ines 11a- 11d, 11f- 24e) . . . . 10, 886, 623 12, 469, 513
18 Total expenses Add l ines 13- 17 ( must equal Part IX, col umn ( A) , l ine 25) 20, 814, 089 21, 958, 796
19 Revenue l ess expenses Subtract l ine 18 from l ine 12 - 1, 032, 571 - 3, 405, 545
Beginning of Current
End of Year
Year
- A
M
20 Total assets ( Part X, l ine 16) . . . . . . . . . . . . 20, 238, 491 16, 464, 237
%TS 21 Total l iabil ities ( Part X, l ine 26) . . . . . . . 2, 597, 054 2, 576, 963
ap
U. 22 Net assets or fund bal ances Subtract l ine 21 from l ine 20
l ijaW Signature Bl ock
Under penal ties of perjury , I decl are that I have examined this return, incl udin
my knowl edge and bel ief, it is true, correct, and compl ete Decl aration of preps
preparer has any knowl edge
Sign
Signature of officer
Here
DR HENRY C MABRY III EXECUTIVE DIRECTOR
Ty pe or print name and titl e
Print/Ty pe preparer's name Preparers signature
MARTY LEE
Paid
Firm's name 1- J ACKSON THORNTON & CO PC
Pre pare r
Use Onl y
Firm's address - P 0 BOX 96
MONTGOMERY, AL 361010096
May the IRS discuss this return with the preparer shown above? ( see instructs
For Paperwork Reduction Act Notice, see the separate instructions.
Form 990 ( 2012) Page 2
Statement of Program Service Accomplishments
Check if Schedule 0 contains a response to any question in this Part I I I .F
1 B riefly describe the organization' s mission
TO PROVI DE MAXI MUM EDUCATI ONAL OPPORTUNI TI ES FOR ALL STUDENTS B Y PROVI DI NG A HI GHER QUALI TY OF TEACHI NG,
SOUND PROGRAMS OF I NSTRUCTI ON, AND ADEQUATE FI NANCI NG FOR PUB LI C EDUCATI ON, TO SEEK ECONOMI C SECURI TY
FOR ALL EDUCATI ON EMPLOYEES, TO I NCREASE PUB LI C AWARENESS OFTHE GOALS OF AEA AS RELATED TO THE PROGRESS OF
EDUCATI ON, TO PROTECT THE CONSTI TUTI ONAL, STATUTORY, AND HUMAN RI GHTS OF EDUCATI ON EMPLOYEES AND
STUDENTS, TO I MPROVE THE MORALAND ETHI CAL CLI MATE I N SCHOOLS AND GOVERNMENT, TO UNI TE EDUCATI ON
EMPLOYEES FOR EFFECTI VE POLI TI CAL ACTI ON, TO REPRESENT MEMB ERS I N THEI R EMPLOYMENT RELATI ONS WI TH THEI R
EMPLOYERS
2 Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . fl Yes F No
I f"Yes,"describe these new services on Schedule 0
3 Did the organization cease conducting , or make significant changes in how it conducts, any program
services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . F Yes F7 No
I f"Yes,"describe these changes on Schedule 0
4 Describe the organization' s program service accomplishments for each of its three largest program services, as measured by
expenses Section 501( c)( 3) and 501 ( c)( 4) organizations are required to report the amount of grants and allocations to others,
the total expenses, and revenue , if any, for each program service reported
4a ( Code ) ( Expenses $ including grants of $ ) ( Revenue $
PROJECTS ARE CONDUCTED THROUGHOUT THE STATE OF ALAB AMAWHI CH PROVI DE SERVI CE TO TEACHERS AND EDUCATI ON SUPPORT STAFF I N ORDER TO
PROVI DE A HI GHER QUALI TY OF TEACHI NG AND SOUND PROGRAMS OF I NSTRUCTI ON
4b ( Code ) ( Expenses $ including grants of $ ) ( Revenue $
PROTECT THE CONSTI TUTI ONAL, STATUTORY, AND HUMAN RI GHTS OF EDUCATI ON EMPLOYEES AND STUDENTS AND TO PROMOTE THE PROFESSI ONAL RI GHTS AND
RESPONSI B I LI TI ES OF TEACHERS I N ALAB AMA
4c ( Code ) ( Expenses $ including grants of $ ) ( Revenue $
I MPROVE THE WELFARE AND B ENEFI TS OF ALAB AMA EDUCATI ON EMPLOYEES THROUGHTHE ALAB AMA LEGI SLATURE AND TO EDUCATE THE PUB LI C CONCERNI NG
I SSUES RELATED TO ALAB AMATEACHERS
( Code ) ( Expenses $ including grants of $ ) ( Revenue $
EDUCATE THE PUB LI C AB OUT I SSUES RELATED TO ALAB AMATEACHERS
4d Other program services ( Describe in Schedule 0 )
( Expenses $ including grants of $ ) ( Revenue $
4e Total program service expenses1-
Form 990 ( 2012)
Form 990 (2012) Page 3
Checklist of Required Schedules
Yes No
1 Is the organization described in section 501(c)(3) or4947(a)(1) (other than a private foundation)? If "Yes," No
complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . 1
2 Is the organization required to complete Schedule B , Schedule of Contributors (see instructions)? 95 . 2 Yes
3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to No
candidates for public office? If "Yes,"complete Schedule C, Part I . . . . . . . . . . 3
4 Section 501( c)(3) organizations . Did the organization engage in lobbying activities, or have a section 501(h)
election in effect during the tax year? If "Yes,"complete Schedule C, Part II . . . . . . . . 4
5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501(c)(6) organization that receives membership dues,
assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
N o
6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the
right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes,"complete
Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . 6
N o
7 Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes,"complete Schedule D, Part IIQ9 .
7
No
8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . .
8
N o
9 Did the organization report an amount in Part X , line 21 for escrow or custodial account liability, serve as a
custodian for amounts not listed in Part X , or provide credit counseling, debt management, credit repair, or debt
negotiation services? If "Yes,"complete Schedule D, Part IVf . . . . . . . . . . . .
9
No
10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, 10 No
permanent endowments, or quasi-endowments? If "Yes,"complete Schedule D, Part V .
11 If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII,
VIII, IX , or X as applicable
a Did the organization report an amount for land, buildings, and equipment in Part X , line 10?
If "Yes,"complete Schedule D, Part VI. . . . . . . . . . . . . . . . . . . .
lla
Yes
b Did the organization report an amount for investments-other securities in Part X , line 12 that is 5% or more of
its total assets reported in Part X , line 16? If "Yes, "complete Schedule D, PartVIIGS . . . . . .
llb
No
c Did the organization report an amount for investments-program related in Part X , line 13 that is 5% or more of
its total assets reported in Part X , line 16? If "Yes, "complete Schedule D, Part VIII . . . . . .
llc
No
d Did the organization report an amount for other assets in Part X , line 15 that is 5% or more of its total assets
reported in Part X , line 16? If "Yes," complete Schedule D, Part IX ' . . . . . . . . . . . .
lid
Yes
e Did the organization report an amount for other liabilities in Part X , line 25? If "Yes," complete Schedule D, Part )(
lle Yes
f Did the organization's separate or consolidated financial statements for the tax year include a footnote that
llf No
addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740 )? If "Yes,"complete
Schedule D, Part X . . . . . . . . . . . . . . . . . . . . . . . . . .
12a Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes,"complete Schedule D, Parts X I and X II
95
. . . . . . . . . . . . . . . .
12a Yes
b Was the organization included in consolidated, independent audited financial statements for the tax year? If
12b No
"Yes,"and if the organization answered "No" to line 12a, then completing Schedule D, Parts X I and X II is optional 15
13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes, "complete Schedule E . .
13 No
14a Did the organization maintain an office, employees, or agents outside of the United States? . 14a No
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising,
business, investment, and program service activities outside the United States, or aggregate foreign investments
valued at $100,000 or more? If "Yes, "complete Schedule F, Parts I and IV . . . . . . . .
14b No
15 Did the organization report on Part IX , column (A), line 3, more than $5,000 of grants or assistance to any
organization or entity located outside the United States? If "Yes," complete Schedule F, Parts II and IV
15
No
16 Did the organization report on Part IX , column (A), line 3, more than $5,000 of aggregate grants or assistance to
individuals located outside the United States? If "Yes," complete Schedule F, Parts III and IV . .
16
No
17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part 17 No
IX , column (A), lines 6 and 11 e? If "Yes," complete Schedule G, Part I (see instructions) . . . .
18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part
VIII, lines 1c and 8a? If "Yes, "complete Schedule G, Part II . . . . . . . . . . .
18
No
19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If 19 No
"Yes,"complete Schedule G, Part III . . . . . . . . . . . . . . . . . . .
20a Did the organization operate one or more hospital facilities? If "Yes,"completeScheduleH . .
20a
No
b If"Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
Form 990 (2012)
Form 990 (2012)
24d
Checklist of Required Schedules (continued)
21 Did the organization report more than $5,000 of grants and other assistance to any government or organization in
21
the United States on Part IX, column (A ), line 1? If "Yes," complete Schedule I, Parts I and II . . .
22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States
22
on Part IX, column (A ), line 2? If "Yes, "complete Schedule I, Parts I and III . . . . . . . .
23 Did the organization answer "Yes" to Part VII, Section A , line 3, 4, or 5 about compensation of the organization's
current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," 23
complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . IN I
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000
as of the last day of the year, that was issued after December 31, 2002? If"Yes," answer lines 24b through 24d
and complete Schedule K . If "No,"go to line 25 . . . . . . . . . . . . . . . 24a
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? .
24b
c Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? .
d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
25a Section 501(c )( 3) and 501( c)(4) organizations . Did the organization engage in an excess benefit transaction with
a disqualified person during the year? If " Yes," comp l ete Schedu l e L , Part I . . . . . . . .
b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior
year, and that the transaction has not been reported on any of the organization ' s prior Forms 990 or 990-EZ? If
" Yes,"complete Schedule L , Part I . . . . . . . . . . . . . . . . . . .
26 Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, o
disqualified person outstanding as of the end of the organization ' s tax year? If "Yes," comp l ete Schedule L ,
Part II . . . . . . . . . . . . . . . . . . . . . . . . . .
27 Did the organization provide a grant or other assistance to an officer, director, trustee , key employee , substantial
contributor or employee thereof, a grant selection committee member, or to a 35 %controlled entity or family
member of any of these persons? If " Yes,"complete Schedule L , Part III . . . . . . . . .
28 Was the organization a party to a business transaction with one of the following parties ( see Schedule L , Part IV
instructions for applicable filing thresholds , conditions , and exceptions)
a A current or former officer, director, trustee, or key employee? If "Yes, "complete Schedule L , Part
IV . . . . . . . . . . . . . . . . . . . . . . . . . .
b A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L , Part IV . . . . . . . . . . . . . . . . . . . . .
c A n entity of which a current or former officer, director, trustee, or key employee ( or a family member thereof) was
an officer, director, trustee, or direct or indirect owner? If "Yes ," complete Schedule L , Part IV . .
29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes, "completeScheduleM
30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified
conservation contributions? If "Yes, "complete Schedule M . . . . . . . . . . . . .
31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
PartI . . . . . . . . . . . . . . . . . . . . . . . . . . .
32 Did the organization sell, exchange, dispose of, or transfer more than 25%of its net assets? If "Yes, " complete
Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . .
33 Did the organization own 100%of an entity disregarded as separate from the organization under Regulations
sections 301 7701-2 and 301 7701-3? If "Yes,"complete Schedule R, PartI . . . . . . . .
34 Was the organization related to any tax-exempt or taxable entity? If "Yes,"complete Schedule R, Part II, III, orIV,
and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . .
35a Did the organization have a controlled entity within the meaning of section 512(b)(13)?
b If'Yes'to line 35a, did the organization receive any payment from or engage in any transaction with a controlled
entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line2 . . . S
36 Section 501(c)(3) organizations . Did the organization make any transfers to an exempt non-charitable related
organization? If "Yes," complete Schedule R, Part V, line 2 . . . . . . . . . . . . .
37 Did the organization conduct more than 5 %of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedu l e R, Part VI IN
38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 1 lb and 19?
Note . A ll Form 990 filers are required to complete Schedule 0 .
. 124c
Page 4
No
No
Yes
No
25a
25b
26
N o
27 N o
28a N o
28b
N o
28c
N o
29 N o
F30T
No
31
No
32
No
33
N o
34
Yes
35a Yes
35b I N o
36
37
N o
38
Yes
Form 990 (2012)
Form 990 (2012) Page 5
-
Statements Regarding Other IRS Filings and Tax Compliance
MEW
Check if Schedule 0 contains a res p onse to an y q uestion in this Part V (- . . . . . . . . . . . . . .
Yes No
la Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable . la 269
b Enter the number of Forms W-2G included in line la Enter-0- if not applicable lb 0
c Did the organization comply with backup withholding rules f or reportable pay ments to vendors and reportable
gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . 1c
2a Enter the number of employ ees reported on Form W-3 , Transmittal of Wage and
Tax Statements, f iled f or the calendar y ear ending with or within the y ear covered
by this return . . . . . . . . . . . . . . . . . 2a 152
b If at least one is reported on line 2a, did the organization f ile all req uired f ederal employ ment tax returns?
Note . If the sum of lines la and 2a is greater than 250 y ou may be req uired to e-f ile (see instructions)
2b Yes
,
3 a Did the organization have unrelated business gross income of $ 1,000 or more during the y ear? . . 3 a Yes
b If "Yes," has it f iled a Form 990-T f or this y ear? If "No,"provide an explanation in Schedule O . . . . 3 b Yes
4a At any time during the calendar y ear, did the organization have an interest in, or a signature or other authority
over, a f inancial account in a f oreign country (such as a bank account, securities account, or other f inancial
account)? . . . . . . . . . . . . . . . . . . . . . . . . .
4a
No
b If "Yes," enter the name of the f oreign country 0-
See instructions f or f iling req uirements f or Form TD F 90-22 1, Report of Foreign Bank and Financial Accounts
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax y ear? . . 5a No
b Did any taxable party notif y the organization that it was or is a party to a prohibited tax shelter transaction?
5b
No
c If "Yes,"to line 5a or 5b, did the organization f ile Form 8886-T?
5c
6a Does the organization have annual gross receipts that are normally greater than $ 100,000, and did the 6a No
organization solicit any contributions that were not tax deductible as charitable contributions? . .
b If "Yes," did the organization include with every solicitation an express statement that such contributions or gif ts
were not tax deductible? . 6b
7 Organizations that may receive deductible contributions under section 170(c).
a Did the organization receive a pay ment in excess of $ 75 made partly as a contribution and partly f or goods and 7a
services provided to the pay or? .
b If "Yes," did the organization notif y the donor of the value of the goods or services provided? . 7b
c Did the organization sell, exchange, or otherwise dispose of tangible personal property f or which it was req uired to
f ile Form 82827 . 7c
d If "Yes," indicate the number of Forms 8282 f iled during the y ear 7d
e Did the organization receive any f unds, directly or indirectly , to pay premiums on a personal benef it
contract? . . . . . . . . . . . . . . . . . . . . . . . . . . . .
f Did the organization, during the y ear, pay premiums, directly or indirectly , on a personal benef it contract? . .
g If the organization received a contribution of q ualif ied intellectual property , did the organization f ile Form 8899 as
req uired? .
h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization f ile a
Form 1098-C? .
8 Sponsoring organizations maintaining donor advised f unds and section 509(a )( 3 ) supporting organizations. Did
the supporting organization, or a donor advised f und maintained by a sponsoring organization, have excess
business holdings at any time during the y ear? .
9 Sponsoring organizations maintaining donor advised f unds.
a Did the organization make any taxable distributions under section 4966? . .
b Did the organization make a distribution to a donor, donor advisor, or related person? . .
10 Section 501(c)( 7) organizations. Enter
a Initiation f ees and capital contributions included on Part VIII, line 12 . 10a
b Gross receipts, included on Form 990, Part VIII, line 12, f or public use of club 10b
f acilities
11 Section 501(c)( 12) organizations. Enter
a Gross income f rom members or shareholders . . . . . . . . 11a
b Gross income f rom other sources (Do not net amounts due or paid to other sources
against amounts due or received f rom them ) . . . . . . . . . 11b
12a Section 4947( a)(1) non-exempt charitable trusts. Is the organization f iling Form 990 in lieu of Form 1041?
b If "Yes," enter the amount of tax-exempt interest received or accrued during the
y ear . . . . . . . . . . . . . . . . . . .
12b
13 Section 501(c)( 29) q ualif ied nonprof it health insurance issuers.
a Is the organization licensed to issue q ualif ied health plans in more than one state?
Note . See the instructions f or additional inf ormation the organization must report on Schedule 0
b Enter the amount of reserves the organization is req uired to maintain by the states
in which the organization is licensed to issue q ualif ied health plans
13 b
c Enter the amount of reserves on hand
13 c
7e
7f
7g
7h
8
9a
9b
12a
13 a
14a Did the organization receive any pay ments f or indoor tanning services during the tax y ear? . . . 14a No
b If "Yes," has it f iled a Form 720 to report these pay ments? If "No,"provide an explanation in Schedule 0 . 14b
Form 990 (2012)
Form 990 ( 2012) Page 6
Lam
Governance, Management, and Disclosure For each "Yes"response to lines 2 through 7b below, and f or a
"No" response to lines 8 a, 8 b, or 10b below, describe the circumstances, processes, or changes in Schedule 0.
See instructions.
Check if Schedule 0 contains a response to any question in this Part VI . F
Section A. Governing Body and Management
Yes No
la Enter the number of voting members of the governing body at the end of the tax
la 33
year . .
If there are material dif f erences in voting rights among members of the governing
body, or if the governing body delegated broad authority to an executive committee
or similar committee, explain in Schedule 0
b Enter the number of voting members included in line la, above, who are
independent . . . . . . . . . . . . . . . . . . lb 33
2 Did any of f icer, director, trustee, or key employee have a f amily relationship or a business relationship with any
other of f icer, director, trustee, or key employee? 2 No
3 Did the organization delegate control over management duties customarily perf ormed by or under the direct
3 No
supervision of of f icers, directors or trustees, or key employees to a management company or other person?
4 Did the organization make any signif icant changes to its governing documents since the prior Form 990 was
f iled? . . . . . . . . . . . . . . . . . . . . . . . . . . 4 No
5 Did the organization become aware during the year of a signif icant diversion of the organization's assets? 5 No
6 Did the organization have members or stockholders? 6 Yes
7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or
more members of the governing body? . . . . . . . . . . . . . . . . . . . 7a Yes
b Are any governance decisions of the organization reserved to ( or subject to approval by) members, stockholders, 7b No
or persons other than the governing body?
8 Did the organization contemporaneously document the meetings held or written actions undertaken during the
year by the f ollowing
a The governing body? . . . . . . . . . . . . . . . . . . . . . . . . 8 a Yes
b Each committee with authority to act on behalf of the governing body? 8 b Yes
9 Is there any of f icer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address? If "Yes, "provide the names and addresses in Schedule 0 . . . . . . 9 No
Section B. Policies ( This Section B req uests inf ormation about p olicies not req uired b y the Internal Revenue Code. )
Yes No
10a Did the organization have local chapters, branches, or af f iliates? 10a Yes
b If "Yes, " did the organization have written policies and procedures governing the activities of such chapters,
af f iliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b Yes
11a Has the organization provided a complete copy of this Form 990 to all members of its governing body bef ore f iling
the f orm? . . . . . . . . . . . . . . . . . . . . . . . . . . . 11a N o
b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990
12a Did the organization have a written conf lict of interest policy? If "No, "go to line 13 . 12a No
b Were of f icers, directors, or trustees, and key employees required to disclose annually interests that could give
rise to conf licts? . . . . . . . . . . . . . . . . . . . . . . . . . 12b
c Did the organization regularly and consistently monitor and enf orce compliance with the policy? If "Yes, "describe
in Schedule 0 how this was done . 12c
13 Did the organization have a written whistleblower policy? 13 No
14 Did the organization have a written document retention and destruction policy? . 14 No
15 Did the process f or determining compensation of the f ollowing persons include a review and approval by
independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a The organization's CEO, Executive Director, or top management of f icial 15a Yes
b Other of f icers or key employees of the organization 15b Yes
If "Yes" to line 15a or 15b, describe the process in Schedule 0 ( see instructions)
16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . 16a No
b If "Yes, " did the organization f ollow a written policy or procedure requiring the organization to evaluate its
participation in joint venture arrangements under applicable f ederal tax law, and take steps to saf eguard the
organization's exempt status with respect to such arrangements? . . . . . . . . . .
16b
Section C. Disclosure
17 List the States with which a copy of this Form 990 is required to be f iled-
18 Section 6104 requires an organization to make its Form 1023 ( or 1024 if applicable), 990, and 990 -T ( 501( c)
( 3 )s only) available f or public inspection Indicate how you made these available Check all that apply
f l Own website f l Another' s website 17 Upon request f l Other ( explain in Schedule O)
19 Describe in Schedule 0 whether ( and if so, how ), the organization made its governing documents , conf lict of
interest policy, and f inancial statements available to the public during the tax year
20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization
-STEVEN R PERRIGIN 422 DEXTER AVENUE MONTGOMERY, AL( 334) 8 34-9790
Form 990 ( 2012)
Form 990 (2012) Page 7
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
Check if Schedule 0 contains a response to any question in this Part VII . (-
Section A. Officers, Directors, Trustees, Kev Employees, and Highest Compensated Employees
la Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the organization's
tax year
* L ist all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation Enter- 0- in columns (D), (E), and (F) if no compensation was paid
* L ist all of the organization' s current key employees, if any See instructions for definition of "key employee "
* L ist the organization's five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W- 2 and/or Box 7 of Form 1099- MISC) of more than $100,000 from the
organization and any related organizations
* L ist all of the organization' s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations
* L ist all of the organization' s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations
L ist persons in the following order individual trustees or directors, institutional trustees, officers, key employees, highest
compensated employees, and former such persons
fl Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee
(A)
Name and Title
(B)
Average
hours per
week (list
any hours
(C)
Position (do not check
more than one box, unless
person is both an officer
and a director/trustee)
(D)
Reportable
compensation
from the
organization (W-
( E)
Reportable
compensation
from related
organizations
(F)
Estimated
amount of other
compensation
from the
for related
organizations
below
dotted line)
.
ca:
J .

4
m_
D
0
=
ado
art
7
^
T 2/1099- MISC) (W- 2/1099-
MISC)
organization and
related
organizations
See Additional Data Table
Form 990 (2012)
Form 990 (2012) Page 8
Section A. Officers, Directors , Trustees , Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average
hours per
week (list
any hours
(C)
Position (do not check
more than one box, unless
person is both an officer
and a director/trustee)
(D)
Reportable
compensation
from the
organization (W-
(E)
Reportable
compensation
from related
organizations (W-
(F)
Estimated
amount of other
compensation
from the
for related
organizations
below
dotted line)
0-
-
C:
SL
a
7 4
7 .
; 3
m_
; rl
!
M=
boo
fD
ur
T
a
2/1099-MISC) 2/1099-MISC) organization and
related
organizations
lb Sub - Total . . . . . . . . . . . . . . . .
c Total from continuation sheets to Part VII, Section A . . . .
d Total ( add lines lb and 1c) . . . . . . . . . . . .
0- 1,7 03 ,656 0 266,891
Total number of individuals (including but not limited to those listed above) who received more than
$100,000 of reportable compensation from the organization-9
Yes I No
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee
on line la? If "Yes," complete Schedule Jfor such individual . . . . . . . . . . . . .
3 Yes
4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the
organization and related organizations greater than $150,0007 If "Yes," complete Schedule -7 for such
individual . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Yes
Did any person listed on line la receive or accrue compensation from any unrelated organization or individual for
services rendered to the organization? If "Yes,"complete Schedule J for such person . . . . . . .
5 No
Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization Report compensation for the calendar year ending with or within the organization's tax year
(A)
Name and business address
(B)
Description of services
(C)
Compensation
MATRIX LLC P 0 BOX 7 0558 MONTGOMERY AL3 6107 CONSULTING 953 ,7 57
JACKSON ANDERSON & PATTY PC PO BOX 1988 MONTGOMERY AL3 6104 LEGAL SERVICES 501,081
WILMER CATES FOHRELL & KELLEY PA PO BOX 2168 HUNTSVILLE AL3 5804 LEGAL SERVICES 4 09,093
TRS LLC PO BOX 1000 WETUMPKA AL 3 6092 LEASING SERVICES 3 7 4 ,929
WIGGINS CHLDS QUINN & PANTAZIS 3 01 19TH STREET NORTH BIRMINGHAMAL3 5203 LEGAL SERVICES 196,3 08
2 Total number of independent contractors (including but not limited to those listed above ) who received more than
$100,000 of compensation from the organization 0-19
Form 990 (2012)
Form 990 (2012) Page 9
Statement of Revenue
Check i f Schedule 0 contai ns a response to any questi on i n thi s Part VIII F
(A) (B) (C) (D)
Total revenue Related or Unrelated Revenue
exempt busi ness excluded from
functi on revenue tax under
revenue secti ons
512, 513, or
514
la Federated campai gns . la Z
b Membershi p dues . . . . lb
6- 0
0 E c Fundrai si ng events . . . . 1c
d Related organi zati ons . ld
tJ '
E e Government grants (contri buti ons)
le
V
f All other contri buti ons, gi fts, grants, and
i f
3,985,549
^ y si mi lar amounts not i ncluded above
g Noncash contri buti ons i ncluded i n li nes
la-If $
h Total . Add li nes la-1f .
3,985,549
Busi ness Code
2a MEMBERSHIP DUES 900099 13,675,679 13,675,679
a2 b LEADERSHIP CONFERENCE 900099 12,298 12,298
a' c ESP DELEGATE ASSEMBLY 900099 4,750 4,750
1
d POSTSECONDARY REP ASSEM 900099 290 290
e
c
M f All other program servi ce revenue
g Total . Add li nes 2a-2f . . . . . . . 0- 13,693,017
3 Investment i ncome (i ncludi ng di vi dends, i nterest,
and other si mi lar amounts) .
172,477 172,477
4 Income from i nvestment of tax-exempt bond proceeds
.
0-
5 Royalti es . . . . . . . . . . .
0-
(i ) Real (i i ) Personal
6a Gross rents
4,400
b Less rental 1,200
expenses
c Rental i ncome 3,200
or (loss)
d Net rental i nco me or (loss) li m-
3,200 3,200
(i ) Securi ti es (i i ) Other
7a Gross amount
from sales of 8,846,808
assets other
than i nventory
b Less cost or
other basi s and 8,668,005
sales expenses
c Gai n or (loss) 178,803
d Net gai n or (loss) . li m-
178,803 178,803
8a Gross i ncome from fundrai si ng
W events (not i ncludi ng
3 $
of contri buti ons reported on li ne 1c)
See Part IV, li ne 18
a
s
b Less di rect expenses . b
c Net i ncome or (loss) from fundrai si ng events . .
0-
9a Gross i ncome from gami ng acti vi ti es
See Part IV, li ne 19 . .
a
b Less di rect expenses . b
c Net i ncome or (loss) from gami ng acti vi ti es . .
. 0-
10a Gross sales of i nventory, less
returns and allowances .
a
b Less cost of goods sold . b
c Net i ncome or (loss) from sales of i nventory . li m-
Mi scellaneous Revenue Busi ness Code
11a
EQUITY IN EARNINGS OF
900099 301,300 301,300
SUBSIDIARY
b J OURNAL ADVERTISING
541800 218,905 218,905
C
d All other revenue . .
e Total . Add li nes 11a-11d . 0-
520,205
12 Total revenue. See Instructi ons
0- 1
18,553,251 13,693,017 222,105 652,580
Form 990 (2012)
Form 990 (2012) Page 10
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns A ll other organizations must complete column (A )
Check if Schedule 0 contains a response to any auestion in this Part IX . . . . . . . . . . . . . .
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII .
( A )
Total expenses
(B)
Program serv ice
expenses
(C)
Management and
general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to gov ernments and organizations
in the United States See Part IV, line 21
2 Grants and other assistance to indiv iduals in the
United States See Part IV, line 22
3 Grants and other assistance to gov ernments,
organizations, and indiv iduals outside the United
States See Part IV, lines 15 and 16
4 Benefits paid to or for members
5 Compensation of current officers, directors, trustees, and
key employees . . . . 929, 364
6 Compensation not included abov e, to disqualified persons
(as defined under section 4958(f)(1)) and persons
described in section 4958(c)(3)(B)
7 Other salaries and wages 6, 383, 056
8 Pension plan accruals and contributions (include section 401(k)
and 403(b) employer contributions) . 695, 317
9 Other employee benefits 963, 716
10 Payroll taxes . . . . . . . . . . 517, 830
11 Fees for serv ices (non-employees)
a Management . .
b Legal 3, 199, 109
c A ccounting 43, 926
d Lobbying . 268, 184
e Professional fundraising serv ices See Part IV, line 17
f Inv estment management fees . .
g Other (If line 11g amount exceeds 10% of line 25,
column (A ) amount, list line 11g expenses on
Schedule O) . .
12 A dv ertising and promotion 2, 134, 774
13 Office expenses . 512, 243
14 Information technology 117, 922
15 Royalties
16 Occupancy 388, 508
17 Trav el . . . . . . . . . . . 1, 010, 627
18 Payments of trav el or entertainment expenses for any federal,
state, or local public officials
19 Conferences, conv entions, and meetings 409, 101
20 Interest 60, 560
21 Payments to affiliates
22 Depreciation, depletion, and amortization 414, 114
23 Insurance . . . . . . . . . . . . . 72, 302
24 Other expenses Itemize expenses not cov ered abov e (List
miscellaneous expenses in line 24e If line 24e amount exceeds 10%
of line 25, column (A ) amount, list line 24e expenses on Schedule 0
a GOVERNMENTA L STUDIES 1, 678, 032
b JOURNA L 647, 650
c A EA /NEA PROJECTS 504, 083
d TRA INING 171, 265
e A ll other expenses 837, 113
25 Total functional expenses. A dd lines 1 through 24e 21, 958, 796
26 Joint costs. Complete this line only if the organization
reported in column (B) j oint costs from a combined
educational campaign and fundraising solicitation Check
here - fl if following SOP 98-2 (A SC 958-720)
Form 990 (2012)
Form 990 (2012 ) Page 11
Balance Sheet
Check i f Schedule 0 contai ns a response to any questi on i n thi s Part X F
(A) (B)
Begi nni ng of year End of year
1 Cash-non-i nterest-beari ng 6,271,032 1 5,686,825
2 Savi ngs and temporary cash i nvestments . 2 200,000
3 Pledges and grants recei vable, net 3
4 Accounts recei vable, net . . . . . . . . . . . . 356,462 4 376,917
5 Loans and other recei vables f rom current and f ormer of f i cers, di rectors, trustees, key
employees, and hi ghest compensated employees Complete Part I I of
Schedule L . .
5
6 Loans and other recei vables f rom other di squali f i ed persons (as def i ned under secti on
4958(f ) (1) ) , persons descri bed i n secti on 4958(c) (3) (B) , and contri buti ng employers
and sponsori ng organi zati ons of secti on 501(c) (9) voluntary employees' benef i ci ary
organi zati ons (see i nstructi ons) Complete Part I I of Schedule L
6
7 Notes and loans recei vable, net 7
8 I nventori es f or sale or use 8
9 Prepai d expenses and def erred charges . 196,908 9 148,419
10a Land, bui ldi ngs, and equi pment cost or other basi s Complete
Part VI of Schedule D 10a
8,435,033
b Less accumulated depreci ati on . 10b 5 ,884,123 2,769,119 10c 2,550,910
11 I nvestments-publi cly traded securi ti es . 9,890,285 11 6,457,829
12 I nvestments-other securi ti es See Part I V, li ne 11 12
13 I nvestments-program-related See Part I V, li ne 11 13
14 I ntangi ble assets . . . . . . . . . . . . . . 14
15 Other assets See Part I V, li ne 11 754,685 15 1,043,337
16 Total assets . Add li nes 1 through 15 (must equal li ne 34) . 20,238,491 16 16,464,237
17 Accounts payable and accrued expenses 615,673 17 610,980
18 Grants payable 18
19 Def erred revenue . . . . . . . . . . . . . . . 409,675 19 444,188
20 Tax-exempt bond li abi li ti es . . . . . . . . . . . . 20
21 Escrow or custodi al account li abi li ty Complete Part I V of Schedule D 21
22 Loans and other payables to current and f ormer of f i cers, di rectors, trustees,
key employees, hi ghest compensated employees, and di squali f i ed
persons Complete Part I I of Schedule L . 22
23 Secured mortgages and notes payable to unrelated thi rd parti es 451,521 23 347,427
24 Unsecured notes and loans payable to unrelated thi rd parti es 24
25 Other li abi li ti es (i ncludi ng f ederal i ncome tax, payables to related thi rd parti es,
and other li abi li ti es not i ncluded on li nes 17-24) Complete Part X of Schedule
D . 1,120,185 25 1,174,368
26 Total li abi li ti es . Add li nes 17 through 25 . 2,597,054 26 2,576,963
Organi zati ons that f ollow SFAS 117 ( ASC 958 ) , check here 1- F and complete
li nes 27 through 29, and li nes 33 and 34.
C5
27 Unrestri cted net assets 17,641,437 27 13,887,274
M
ca
28 Temporari ly restri cted net assets 28
r
29 Permanently restri cted net assets 29
_
Organi zati ons that do not f ollow SFAS 117 (ASC 958 ) , check here 1- f l and
complete li nes 30 through 34.
30 Capi tal stock or trust pri nci pal, or current f unds 30
31 Pai d-i n or capi tal surplus, or land, bui ldi ng or equi pment f und 31
4T
32 Retai ned earni ngs, endowment, accumulated i ncome, or other f unds 32
33 Total net assets or f und balances 17,641,437 33 13,887,274
z
34 Total li abi li ti es and net assets/f und balances 20,238,491 34 16,464,237
Form 990 (2012)
Form 990 (2012) Page 12
Reconcilliation of Net Assets
('hark if crhariiila () rnntainc a rocnnnca to anv niiactinn in Chic Part YT
1 Total revenue (must equal Part VIII, column (A), line 12) . .
2 Total expenses (must equal Part IX, column (A), line 25) . .
3 Revenue less expenses Subtract line 2 from line 1
4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
5 Net unrealized gains (losses) on investments
6 Donated services and use of facilities
7 Investment expenses . .
8 Prior period adjustments . .
9 Other changes in net assets or fund balances (explain in Schedule 0)
10 Net assets or fund balances at end of year Combine lines 3 through 9 (must equal Part X, line 33,
column (B ))
1 18,553,251
2 21,958,796
3 -3,405,545
4 17,641,437
5 -348,618
6
7
8
9 0
10 13,887,274
Financial Statements and Reporting
Check if Schedule 0 contains a response to any question in this Part XII F
Yes No
1 Accounting method used to prepare the Form 990 fl Cash 17 Accrual (Other
If the organization changed its method of accounting from a prior year or checked " Other," explain in
Schedule 0
2a Were the organization 's financial statements compiled or reviewed by an independent accountant? 2a
If'Yes,'check a box below to indicate whether the financial statements for the year were compiled or reviewed on
a separate basis, consolidated basis, or both
fl Separate basis fl Consolidated basis fl B oth consolidated and separate basis
b Were the organization 's financial statements audited by an independent accountant? 2b Yes
If'Yes,'check a box below to indicate whether the financial statements for the year were audited on a separate
basis, consolidated basis, or both
F Separate basis fl Consolidated basis fl B oth consolidated and separate basis
c If" Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the
audit, review , or compilation of its financial statements and selection of an independent accountant? 2c Yes
If the organization changed either its oversight process or selection process during the tax year, explain in
Schedule 0
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the
Single Audit Act and 0 MB Circular A-1 33? 3a
b If" Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required 3b
audit or audits , explain why in Schedule 0 and describe any steps taken to undergo such audits
No
No
Form 990 (2012)
lefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493044010014
SCHEDULE D
(Form 990)
Department of th e Treasu ry
Internal Revenu e Servic e
Name of th e organization
ALABAMA EDUCATION ASSOCIATION
OMB No 1545- 0047
2 012
Employ er identific ation nu mber
1 63- 0002 660
Organizations Maintaining Donor Advised Fu nds or Oth er Similar Fu nds or Ac c ou nts. Complete if th e
or g anization answered "Yes" to Form 990, Part IV , line 6.
(a) Donor advised fu nds ( b) Fu nds and oth er ac c ou nts
1 Total nu mber at end of y ear
2 Aggregate c ontribu tions to (du ring y ear)
3 Aggregate grants from ( du ring y ear)
4 Aggregate valu e at end of y ear
5 Did th e organization inform all donors and donor advisors in writing th at th e assets h eld in donor advised
fu nds are th e organization ' s property , su bjec t to th e organization ' s exc lu sive legal c ontrol? F Yes INo
6 Did th e organization inform all grantees, donors, and donor advisors in writing th at grant fu nds c an be
u sed only for c h aritable pu rposes and not for th e benefit of th e donor or donor advisor, or for any oth er pu rpose
c onferring impermissible private benefit?
fl Yes fl No
MRSTI-Conservation Easements. Complete if th e organization answered "Yes" to Form 990, Part IV , line 7.
1 Pu rpose ( s) of c onservation easements h eld by th e organization ( c h ec k all th at apply )
1 Preservation of land for pu blic u se (e g , rec reation or edu c ation ) 1 Preservation of an h istoric ally important land area
1 Protec tion of natu ral h abitat 1 Preservation of a c ertified h istoric stru c tu re
fl Preservation of open spac e
2 Complete lines 2 a th rou gh 2 d if th e organization h eld a qu alified c onservation c ontribu tion in th e form of a c onservation
easement on th e last day of th e tax y ear
a Total nu mber of c onservation easements
b Total ac reage restric ted by c onservation easements
c Nu mber of c onservation easements on a c ertified h istoric stru c tu re inc lu ded in (a)
d Nu mber of c onservation easements inc lu ded in (c ) ac qu ired after 8/17/06, and not on a
h istoric stru c tu re listed in th e National Register
Held at th e End of th e Year
2 a
2 b
2 c
2 d
3 N u mber of c onservation easements modified, transferred , released, extingu ish ed , or terminated by th e organization du ring
th e tax y ear 0-
4 N u mber of states wh ere property su bjec t to c onservation easement is loc ated 0-
5 Does th e organization h ave a written polic y regarding th e periodic monitoring, inspec tion , h andling of violations, and
enforc ement of th e c onservation easements it h olds? fl Yes fl No
6 Staff and volu nteer h ou rs devoted to monitoring , inspec ting , and enforc ing c onservation easements du ring th e y ear
0-
7 Amou nt of expenses inc u rred in monitoring , inspec ting , and enforc ing c onservation easements du ring th e y ear
0- $
8 Does eac h c onservation easement reported on line 2 (d) above satisfy th e requ irements of sec tion 170(h ) (4) (B) (i)
and sec tion 170(h ) (4) (B) (ii) ? F Yes 1No
9 In Part XIII, desc ribe h ow th e organization reports c onservation easements in its revenu e and expense statement, and
balanc e sh eet, and inc lu de, if applic able, th e text of th e footnote to th e organization' s financ ial statements th at desc ribes
th e organization' s ac c ou nting for c onservation easements
Organizations Maintaining Collec tions of Art, Historic al Treasu res, or Oth er Similar Assets.
Complete if th e oraanization answered "Yes" to Form 990. Part IV. line 8.
la
If th e organization elec ted, as permitted u nder SFAS 116 (ASC 958) , not to report in its revenu e statement and balanc e sh eet
works of art, h istoric al treasu res, or oth er similar assets h eld for pu blic exh ibition, edu c ation, or researc h in fu rth eranc e of pu blic
servic e, provide, in Part XIII, th e text of th e footnote to its financ ial statements th at desc ribes th ese items
b If th e organization elec ted, as permitted u nder SFAS 116 (ASC 958) , to report in its revenu e statement and balanc e sh eet
works of art, h istoric al treasu res, or oth er similar assets h eld for pu blic exh ibition, edu c ation, or researc h in fu rth eranc e of pu blic
servic e, provide th e following amou nts relating to th ese items
(i) Revenu es inc lu ded in Form 990, Part VIII, line 1 $
(ii) Assets inc lu ded in Form 990, Part X $
2 If th e organization rec eived or h eld works of art, h istoric al treasu res, or oth er similar assets for financ ial gain, provide th e
following amou nts requ ired to be reported u nder SFAS 116 (ASC 958) relating to th ese items
a Revenu es inc lu ded in Form 990, Part VIII, line 1 $
b Assets inc lu ded in Form 990, Part X $
For Paperwork Redu c tion Ac t Notic e, see th e Instru c tions for Form 990. Cat No 52 2 83D Sc h edu le D (Form 990) 2 012
Su pplemental Financ ial Statements
0- Complete if th e organization answered "Yes, " to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c , 11d, 11e, 11f, 12 a, or 12 b
0- Attac h to Form 990. 0- See separate instru c tions.
Schedule D (Form 990) 2012 Page 2
r:FTnFW Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3 Using the organization' s acq uisition, accession, and other records, check any of the follow ing that are a significant use of its
collection items (check all that apply)
a F_ Public exhibition
d fl Loan or exchange programs
b 1 Scholarly research e (- Other
c F Preservation for future generations
4 Provide a description of the organization' s collections and explain how they further the organization' s exempt purpose in
Part XIII
5 During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization' s collection? 1 Yes 1 No
Escrow and Custodial Arrangements. Complete if the organization answ ered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
la Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X7 1 Yes F No
b If "Yes, " explain the arrangement in Part XIII and complete the follow ing table
c Beginning balance 1c
d Additions during the year ld
e Distributions during the year le
f Ending balance if
A mount
2a Did the organization include an amount on Form 990, Part X, line 21? fl Yes fl No
b If"Yes, " explain the arrangement in Part XIII Check here if the explanation has been provided in Part XI II . . . . . . . . F
MWAF-Endow ment Funds. Com p lete If the org anization answ ered "Yes" to Form 990, Part IV , line 10.
la Beginning of year balance .
b Contributions
c Net investment earnings, gains, and losses
d Grants or scholarships
e Other expenditures for facilities
and programs
f Administrative expenses .
g End of year balance
(a)Current year (b)Prior year b (c)Tw o years back (d)Three years back (e)Four years back
2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as
a Board designated or q uasi-endow ment 0-
b Permanent endow ment 0-
c Temporarily restricted endow ment 0-
The percentages in lines 2a, 2b, and 2c should eq ual 100%
3a Are there endow ment funds not in the possession of the organization that are held and administered for the
organization by Yes No
(i) unrelated organizations . . . . . . . . . . . . . . . . . . . . . . . . 3a(i)
(ii) related organizations . . . . . . . . . . . . . . . . . . . . . .
3a(ii)
b If "Yes" to 3a(ii), are the related organizations listed as req uired on Schedule R? . . I 3b
4 Describe in Part XIII the intended uses of the organization' s endow ment funds
Land . Buildings . and Eauiument. See Form 990. Part X. line 10.
Description of property (a) Cost or other
basis (investment)
(b)Cost or other
basis (other)
(c) Accumulated
depreciation
(d) Book value
la Land 316, 582 316, 582
b Buildings 5, 648, 335 3, 977, 466 1, 670, 869
c Leasehold improvements . .
d Eq uipment 2, 465, 244 1, 901, 785 563, 459
e Other 4, 872 4, 872 0
Total . Add lines 1a through 1 e (Column (d) must eq ual Form 990, Part X, column (B), line 10(c). ) . . 0- 2, 550, 910
Schedule D (Form 990) 2012
Schedule D (Form 990) 2012 Page 3
Investments-Other Securities. See Form 990 , Part X, line 12.
(a) Description of security or category (b)Book value (c) Method of valuation
(including name of security) Cost or end-of -year market value
(1 )Financial derivatives
(2)Closely-held equity interests
Other
Total . (Column (b) must equal Form 990, Part X, col (B) line 12 )
0. 1
Investments-Pro ram Related . See Form 990, Part X, line 13.
(a) Description of investment type
I I
(b) Book value (c) Method of valuation
Cost or end-of -year market value
Total . (Column (b) must equal Form 990, Part X, col (8 ) line 13 )
0. 1
Other Assets. See Form 990, Part X line 15.
(a) Description (b) Book value
(1) REAL ESTATE 120, 000
(2) INTEREST RECEIVABLE 31, 68 7
(3) INVESTMENT IN SUBSIDIARY 8 91. 650
Total . (Column (b) mustequal Form 990, Part X, co/ . (8 ) line 15. ) . 0. 1 1, 043, 337
Other Liabilities. See Form 990, Part X line 25.
1 (a) Description of liability ( b) Book value
Federal income taxes
FUNDS COLLECTED FOR OTHERS 314, 231
ACCRUED ANNUAL LEAVE 8 60, 137
Total . (Column (b) must equal Form 990, Part X, col (8 ) line 25) p. I
1, 174, 368
2. Fin 48 (ASC 740) Footnote In Part XIII, provide the text of the f ootnote to the organization's f inancial statements that reports the
organization's liability f or uncertain tax positions under FIN 48 (ASC 740) Check here if the text of the f ootnote has been provided in
Part XIII F
Schedule D (Form 990) 2012
Schedule D (Form 990) 2012 Page 4
171174WReconciliation of Revenue p er Audited Financial Statements With Revenue p er Return
1 Total revenue, gains, and other support per audited financial statements . 1 18,205,833
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12
a Net unrealized gains on investments . 2a -348,618
b Donated services and use of facilities . 2b
c Recoveries of prior year grants 2c
d Other (Describe in Part XIII ) . . . . . . . . . . . 2d 1,200
e Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . 2e -347,418
3 Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . 3 18,553,251
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a
b Other (Describe in Part XIII ) . . . . . . . . . . 4b
c Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . 4c 0
5 Total revenue Add lines 3 and 4c. (This must equal Form 990, Part I, line 12 ) . . . . . 5 18,553,251
Reconciliation of Ex p enses p er Audited Financial Statements With Ex p ense s p er Return
1 Total expenses and losses per audited financial statements 1 21,959,996
2 Amounts included on line 1 but not on Form 990, Part IX, line 25
a Donated services and use of facilities . 2a
b Prior year adjustments 2b
c Other losses . . . . . . . . . . . . . . . 2c
d Other (Describe in Part XIII . . . . . . . . . . . 2d 1,200
e Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . 2e 1,200
3 Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . 3 21,958,796
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b 4a
b Other (Describe in Part XIII ) . . . . . . . . . . . 4b
c Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . 4c 0
5 Total expenses Add lines 3 and 4c. (This must equal Form 990, Part I, line 18 ) . . . . . 5 21,958,796
UTIT. "MSu pp lemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part III, lines la and 4, Part IV, lines lb and 2b,
Part V, line 4, Part X, line 2, Part XI, lines 2d and 4b, and Part XII, lines 2d and 4b Also complete this part to provide any additional
information
Identifier Return Reference Explanation
PART XI, LINE 2D - OTHER RENTAL EXPENSES
ADJUSTMENTS
PART XII, LINE 2D - OTHER RENTAL EXPENSES
ADJUSTMENTS
Schedule D (Form 990) 2012
l efil e GRAPHIC p rint - DO NOT PROCESS As Fil ed Data - DLN: 93493044010014
Schedul e J
Compensation Information
OMBNo 1545- 0047
(Form 990)
For certain Officers, Directors, Trustees, Key Empl oyees, and Highest
2012 Compensated Empl oyees
1- Compl ete if the organization answered "Yes" to Form 990,
Department of the Treasury
Part IV, question 23.
Publ ic Open to
Internal Rev enue Serv ice
1- Attach to Form 990. 1- See separate instructions.
Inspection
Name of the organization
ALABAMA EDUCATION ASSOCIATION
Empl oyer identification number
63- 0002660
Questions Regarding Compensation
l a Check the appropiate box(es ) if the organization prov ided any of the fol l owing to or for a person l isted in Form
990, Part VII, Section A, l ine l a Compl ete Part III to prov ide any rel ev ant information regarding these items
1 First- cl ass or charter trav el 1 Housing al l owance or residence for personal use
1 Trav el for companions 1 Payments for business use of personal residence
1 Tax idemnification and gross - up payments 1 Heal th or social cl ub dues or initiation fees
1 Discretionary spending account 1 Personal serv ices ( e g , maid, chauffeur, chef)
b If any of the boxes in l ine l a are checked, did the organization fol l ow a written pol icy regarding payment or
reimbursement or prov ision of al l of the expenses described abov e? If "No," compl ete Part III to expl ain
l b
2 Did the organization require substantiation prior to reimbursing or al l owing expenses incurred by al l officers,
directors, trustees, and the CEO/Executiv e Director, regarding the items checked in l ine l a?
2
3 Indicate which , if any, of the fol l owing the fil ing organization used to establ ish the compensation of the
organization ' s CEO/Executiv e Director Check al l that appl y Do not check any boxes for methods
used by a rel ated organization to establ ish compensation of the CEO/ Executiv e Director, but expl ain in Part III
1 Compensation committee 1 Written empl oyment contract
1 Independent compensation consul tant 1 Compensation surv ey or study
1 Form 990 of other organizations F Approv al by the board or compensation committee
Yes I No
4 During the year, did any person l isted in Form 990, Part VII, Section A, l ine l a with respect to the fil ing organization
or a rel ated organization
a Receiv e a sev erance payment or change- of- control payment? 4a No
b Participate in, or receiv e payment from, a suppl emental nonqual ified retirement pl an? 4b Yes
c Participate in, or receiv e payment from, an equity- based compensation arrangement? 4c No
If "Yes" to any of l ines 4a- c, l ist the persons and prov ide the appl icabl e amounts for each item in Part III
Onl y 501( c)(3) and 501( c)(4) organizations onl y must compl ete l ines 5- 9.
5 For persons l isted in Form 990, Part VII, Section A, l ine l a, did the organization pay or accrue any
compensation contingent on the rev enues of
a The organization? 5a
b Any rel ated organization? 5b
If "Yes," to l ine 5a or 5b, describe in Part III
6 For persons l isted in Form 990, Part VII, Section A, l ine l a, did the organization pay or accrue any
compensation contingent on the net earnings of
a The organization? 6a
b Any rel ated organization? 6b
If "Yes," to l ine 6a or 6b, describe in Part III
7 For persons l isted in Form 990, Part VII, Section A, l ine l a, did the organization prov ide any non- fixed
payments not described in l ines 5 and 6? If "Yes," describe in Part III 7
8 Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regul ations section 53 4958- 4(a)(3)? If "Yes," describe
in Part III
8
9 If "Yes" to l ine 8, did the organization al so fol l ow the rebuttabl e presumption procedure described in Regul ations
section 53 4958- 6(c)? 9
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50053T Schedul e 3 (Form 990) 2012
Schedule J (Form 990) 2012 Page 2
Officers, Directors, Trustees , Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J , report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii) Do not list any individuals that are not listed on Form 990, Part VII
Note . The sum of columns (B )(i)- (iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line la, applicable column (D) and (E) amounts for that individual
(A) Name and Title (B ) B reakdown of W- 2 and/or 1099- MISC compensation (C) Retirement and (D) Nontaxable (E) Total of (F) Compensation
(i) B ase
(ii) B onus & (iii) Other other deferred benefits columns reported as deferred
compensation
incentive reportable compensation (B )(i)- (D) in prior Form 990
compensation compensation
(1)DR HENRY C
MAB RY III EXEC (i) 339, 976 0 0 44, 268 11, 514 395, 758 0
SECRETARY/TREASURER (ii) 0 0 0 0 0 0 0
(2)DR GREGORY T
0)
326, 349 0 0 42 315 11 514 380 178 0
GRAVES ASSOCIATE
(ii) 0
0 0
,
0
,
0
,
0 0
EXEC SECRETARY
(3)STEVEN PERRIGIN
(i) 151, 253 0 0 19 329 11 514 182 096 0
B USINESS MANAGER
(ii) 0 0 0
,
0
,
0
,
0 0
(4)DAVID STOUT
MANAGER - PUB LIC MANA
0)
140, 594 0 0 17, 707 11, 514 169, 815 0
RELATIONS (ii) 0
0 0 0 0 0 0
(5)THERON STOKES (i) 137, 661
0 0 17, 734 11, 514 166, 909 0
ATTORNEY (ii) 0
0 0 0 0 0 0
(6)SUSAN KENNEDY
(i) 138, 297 0 0 17 301 11 514 167 112 0
MANAGER- TAX &
(ii) 0
0 0
,
0
,
0
,
0 0
EDUC FUNDING
(7)DARRYL SINKFIELD
MANAGER - (i) 153, 727 0 0 19, 898 11, 514 185, 139 0
GOVERNMENTAL (ii) 0 0 0 0 0 0 0
RELATIONS
(8)DR PAUL R
HUB B ERT FORMER (i) 119, 729 0 0 0 0 119, 729 0
EXEC (ii) 0 0 0 0 0 0 0
SECY/TREASURER
(9)DR J OE L REED (i) 118, 853 0 0 0 0 118, 853 0
FORMER EXEC SECY (ii) 0 0 0 0 0 0 0
Schedule 3 (Form 990) 2012
Schedule J (Form 990) 2012 Page 3
Supplemental Information
Complete this part to provide the information, explanation, or des criptions required for Part I, lines la, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7 , and 8 , and for Part II
Als o complete this part for any additional information
Identifier I Return Reference I Explanation
Schedule 3 (Form 990) 2012
Additional Data
Software ID:
Software Version:
EIN: 63-0002660
Name: ALABAMA EDUCATION ASSOCIATION
Form 990, Schedule J , Part II - Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Return to Form
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Deferred (D) Nontaxable (E) Total of columns
(F) Compensation
(ii)
Bonus &
compensation benefits (B)(i)-(D)
reported in prior Form
(i) Base (iii) Other
990 or Form 990-EZ
Compensation
incentive
compensation
compensation
DR HENRY C MABRY (1) 339,976
0 0 44,268 11,514 395,758 0
III (u) 0 0 0 0 0 0 0
DR GREGORY T (i) 326,349
0 0 42,315 11,514 380,178 0
GRAVES (ii) 0
0 0 0 0 0 0
STEVEN PERRIGIN (i) 151,253
0 0 19,329 11,514 182,096 0
(H) 0 0 0 0 0 0 0
DAVID STOUT (i) 140,594
0 0 17,707 11,514 169,815 0
(H) 0 0 0 0 0 0 0
THERON STOKES (i) 137,661
0 0 17,734 11,514 166,909 0
(H) 0 0 0 0 0 0 0
SUSAN KENNEDY (i) 138,297
0 0 17,301 11,514 167,112 0
(H) 0 0 0 0 0 0 0
DARRYL SINKFIELD (1) 153,727
0 0 19,898 11,514 185,139 0
(H) 0 0 0 0 0 0 0
DR PAUL R HUBBERT (i) 119,729
0 0 0 0 119,729 0
(H) 0 0 0 0 0 0 0
DR J OE L REED (i) 118,853
0 0 0 0 118,853 0
(H) 0 0 0 0 0 0 0
efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493044010014
SCHEDULE 0
OMBNo 1545 0047
(Form 990 or 990- EZ)
Supplemental Information to Form 990 or 990- EZ
2012
Department of th e Treasury
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information . Open
Internal Revenue Service
1- Attach to Form 990 or 990- EZ. Inspection
Name of th e organization Employ er identification number
ALABAMA EDUCATION ASSOCIATION
Identifier Return Explanation
Reference
FORM990, PART THERE IS ONECLASS OF MEMBERSHIPANDTHATCLASS OF MEMBERSHIPELECTS THEGOVERNING BODY
VI, SECTION A, OF THEORGANIZATION THIS MEMBERSHIPCLASS IS DIVIDED INTO THEFOLLOWING CLASSIFICATIONS
LINE6 BASEDONTHEMEMBER'S POSITION IN THEALABAMA PUBLIC EDUCATION SYSTEM ACTIVE, STAFF,
ASSOCIATE, RETIRED, STUDENT, SUBSTITUTE, ANDEDUCATIONAL SUPPORT PROFESSIONALS
FORM990, PART THERE IS ONECLASS OF MEMBERSHIP IN THEORGANIZATION EACH MEMBER IN THIS CLASS IS ENTITLED
VI, SECTION A, TOONEVOTEFORTHEGOVERNING BODY OF THEORGANIZATION
LINE7A
FORM990, PART THEFORM990 IS REVIEWEDBY BOTHTHEBUSINESS MANAGERANDTHEEXECUTIVESECRETARY-
VI, SECTION B, TREASURER
LINE 11
FORM990, PART THEORGANIZATION'S BOARDOF DIRECTORS VOTEONTHECOMPENSATION OF THETOPMANAGEMENT
VI, SECTION B, OFFICIALS ASWELL ASOTHEROFFICERS ANDKEY EMPLOYEES THECONTEMPORANEOUS
LINE 15 SUBSTANTIATION OF THEDELIBERATIONANDDECISION IS DOCUMENTEDIN THEBOARDMINUTES
FORM990, PART THEGOVERNING DOCUMENTS ANDFINANCIAL STATEMENTS ARENOTGENERALLY MADEAVAILABLETO
VI, SECTION C, THEPUBLIC THEORGANIZATION DOES NOT HAVEA CONFLICTOF INTEREST POLICY
LINE 19
FORM990, PART THIS PROCESS HAS NOTCHANGEDSINCETHEPRIOR YEAR
XII, LINE2C
jefile GRAPHIC print - DO NOT PROCESS
SCHEDULE R
(Form 990)
Depa rtment of th e Trea s u ry
Interna l Revenu e Servic e
As Filed Da ta -
Rela ted Orga niza tions a nd Unrela ted Pa rtners h ips
1 - Complete if th e orga niza tion a ns wered "Yes " to Form 990, Pa rt IV, line 33, 34, 35, 36, or 37.
1 - Atta c h to Form 990. 1 - See s epa ra te ins tru c tions .
DLN:9349304401 001 4
OMBNo 1 545- 0047
2 01 2
Na me of th e orga niza tion Employ er identific a tion nu mber
ALABAMA EDUCATION ASSOCIATION
63- 0002 660
Identific a tion of Dis rega rded Entities (Complete if th e orga niza tion a ns wered "Yes " to Form 990, Pa rt IV, line 33.)
(a )
Na me, a ddres s , a nd EIN (if a pplic a ble) of dis rega rded entity
(b)
Prima ry a c tivity
(c )
Lega l domic ile (s ta te
or foreign c ou ntry )
(d)
Tota l inc ome
(e)
End- of- y ea r a s s ets
(f)
Direc t c ontrolling
entity
Identific a tion of Rela ted Ta x- Exempt Orga niza tions (Complete if th e orga niza tion a ns wered "Yes " to Form 990, Pa rt IV, line 34 bec a u s e it h a d one
or more rela ted ta x- exempt orga niza tions du ring th e ta x y ea r.)
(a ) (b) ( c ) (d) (e) (f) (g)
Na me, a ddres s , a nd EIN of rela ted orga niza tion Prima ry a c tivity Lega l domic ile (s ta te Exempt Code s ec tion Pu blic c h a rity s ta tu s Direc t c ontrolling Sec tion 51 2 (b)
or foreign c ou ntry ) (if s ec tion 501 (c )(3)) entity (1 3) c ontrolled
entity ?
Yes No
(1 ) ALABAMA VOICE OF TEACHERS FOR EDUCATION POLITICAL ACTION AL 52 7 No
COMMITTEE
P 0 BOX 42 97
MONTGOMERY, AL 361 03
63- 0660845
(2 ) ALABAMA EDUCATION ASSOCIATION FOUNDATION PROVIDE ASSISTANCE TO AL 501 (C)(3) 509(A)(3) No
EDUCATIONAL INSTITUTIONS
42 2 DEXTER AVENUE
MONTGOMERY, AL 361 04
2 7- 00432 72
For Pa perwork Redu c tion Ac t Notic e, s ee th e Ins tru c tions for Form 990. Ca t No 501 35Y Sc h edu le R (Form 990) 2 01 2
Schedule R (Form 990) 2012 Page 2
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV , line 34
because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization
(b)
Primary activ ity
(c)
Legal
domicile
(state or
foreign
country)
(d)
D irect
controlling
entity
(e)
Predominant
income(related,
unrelated,
excluded from
tax under
sections 512-
514)
(f)
Share of
total income
(g)
Share of
end-of-year
assets
(h)
D isproprtionate
allocations?
(i)
Code V -UBI
amount in box
20 of
Schedule K-1
(Form 1065)
U)
General or
managing
partner?
(k )
Percentage
ownership
Yes No Yes No
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV ,
line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
(b)
Primary activ ity
(c)
Legal
domicile
(state or foreign
country)
(d)
D irect controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total
income
(g)
Share of end-of-
year
assets
(h)
Percentage
ownership
(i)
Section 512
(b)(13)
controlled
entity?
Yes No
(1) ED UCATOR BENEFITS
CORPORATION
422 D EXTER AV ENUE
MONTGOMERY, AL 36104
63-1233625
PROV ID E MEMBER
BENEFITS
AL
C 654,055 920,529 100 000 % No
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
ff^Transactions With Related Organizations (Complete ifthe organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note . Complete line 1 ifany entity is listed in Parts II, III, or IV ofthis schedule
1 During the tax year, did the orgranization engage in any ofthe following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of(i) interest (ii) annuities (iii) royalties or (iv ) rent from a controlled entity
b G ift, grant, or capital contribution to related organization(s)
c G ift, grant, or capital contribution from related organization(s)
d Loans or loan guarantees to or for related organization(s)
e Loans or loan guarantees by related organization(s)
f Div idends from related organization(s)
g Sale ofassets to related organization(s)
h Purchase ofassets from related organization(s)
i Exchange ofassets with related organization(s)
j Lease offacilities, equipment, or other assets to related organization(s)
k Lease offacilities, equipment, or other assets from related organization(s)
I Performance ofserv ices or membership or fundraising solicitations for related organization(s)
m Performance ofserv ices or membership or fundraising solicitations by related organization(s)
n Sharing offacilities, equipment, mailing lists, or other assets with related organization(s)
o Sharing ofpaid employees with related organization(s)
p Reimbursement paid to related organization(s) for expenses
q Reimbursement paid by related organization(s) for expenses
r Other transfer ofcash or property to related organization(s)
s Other transfer ofcash or property from related organization(s)
Page 3
YesFNo
Yes
No
No
Yes
No
if No
1g No
1h No
ii No
lj No
1k No
11 No
1m Yes
in Yes
10 No
1p No
1q Yes
lr No
is No
2 Ifthe answer to any ofthe abov e is "Yes," see the instructions for information on who must complete this line, including cov ered relationships and transaction thresholds
(a)
Name ofother organization
(b)
Transaction
type (a-s)
(c)
Amount inv olv ed
(d)
Method ofdetermining amount inv olv ed
(1) EDUCATOR BENEFITS CORPORATION A 4,400
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012 Page 4
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the f ollowing inf ormation f or each entity taxed as a partnership through which the organization conducted more than f ive percent of its activities (measured by total assets or gross
revenue) that was not a related organization See instructions regarding exclusion f or certain investment partnerships
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal
domicile
(state or
f oreign
country)
(d)
Predominant
income
(related,
unrelated,
excluded f rom
tax under
section 512-
(e)
Are all partners
section
501(c)(3)
organizations?
(f )
Share of
total
income
(g)
Share of
end-of -year
assets
(h)
Disproprtionate
allocations?
(i)
Code V-UBI
amount in
box 20
of Schedule
K-1
(Form 1065)
U)
General or
managing
part ner?
(k )
Percentage
ownership
514)
Yes No Yes No Yes No
Schedule R (Form 990) 2012
Additional Data
Software ID:
Software Version:
EIN: 63-0002660
Name: ALABAMA EDUCATION ASSOCIATION
Schedule R (Form 990) 2012
Return to Form
Page 5
JL^ffillll Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions)
Identifier I Return Reference I Explanation
efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493044010014
De rec iatio n and Amo rtizatio n
OMBNo 1545- 0172
4562 F
p
o rm
( Inc luding Info rmatio n o n Listed Pro perty)
2012
Department o f th e Treasury
Internal Revenue Servic e ( 99)
Attac h ment
^See separate instruc tio ns. ^Attac h to yo ur tax return .
Sequenc e No 179
Business o r ac tivity to wh ic h th is fo rm relates Identifying number
Name( s) sh o wn o n return FORM 990 PAGE 10
ALABAMA EDUCATION ASSOCIATION
63- 0002660
Elec tio n To Expense Certain Pro perty Under Sec tio n 179
f te : If yo u h ave any listed pro perty, c o mplete Part V befo re yo u c o mplete Part I.
1 Maximum amo unt ( see instruc tio ns) . . . . . . . . . . . . . . . . . . . . 1 500,000
2 To tal c o st o f sec tio n 179 pro perty plac ed in servic e ( see instruc tio ns) . . . . . . . . . 2
3 Th resh o ld c o st o f sec tio n 179 pro perty befo re reduc tio n in limitatio n ( see instruc tio ns) . . . 3 2,000,000
4 Reduc tio n in limitatio n Subtrac t line 3 fro m line 2 If zero o r less, enter- 0- . . . . . . . 4
5 Do llar limitatio n fo r tax year Subtrac t line 4 fro m line 1 If zero o r less, enter - 0- If married
filing separately, see instruc tio ns . . . . . . . . . . . . . . . . . . . . . 5
6
6
( a) Desc riptio n o f pro perty
( b) Co st ( business use I
( c ) Elec ted c o st
o nly)
7 Listed pro perty Enter th e amo unt fro m line 29 7
8 To tal elec ted c o st o f sec tio n 179 pro perty Add amo unts in c o lumn ( c ), lines 6 and 7 . . . . 8
9 Tentative deduc tio n Enter th e smaller o f line 5 o r line 8 . . . . . . . . . . . . . . 9
10 Carryo ver o f disallo wed deduc tio n fro m line 13 o f yo ur 2011 Fo rm 4562 . . . . . . . . 10
11 Business inc o me limitatio n Enter th e smaller o f business inc o me ( no t less th an zero ) o r line 5 ( see
instruc tio ns) . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Sec tio n 179 expense deduc tio n Add lines 9 and 10, but do no t enter mo re th an line 11 . .
.
12
13 Carryo ver o f disallo wed deduc tio n to 2013 Add lines 9 and 10, less line 12 . ^ 13
No te : Do no t use Part II o r Part III belo w fo r listed pro p er ty . Instead, use Part V.
Spec ial Deprec iatio n Allo wanc e and Oth er Deprec iatio n ( Do no t inc lude listed pro perty ( See instruc tio ns
14 Spec ial deprec iatio n allo wanc e fo r qualified pro perty ( o th er th an listed pro perty) plac ed in servic e during
th e tax year ( see instruc tio ns) . . . . . . . . . . . . . . . . . . . . . 14
15 Pro perty subjec t to sec tio n 168( f)( 1) elec tio n . . . . . . . . . . . . . . . 15
16 Oth er deprec iatio n ( inc luding ACRS) . . . . . . . . . . . . . . . . . . . . 16 220,501
MACRS Deprec iatio n ( Do no t inc lude listed pro perty. ) ( See instruc tio ns. )
Sec tio n A
17 MACRS deduc tio ns fo r assets plac ed in servic e in tax years beginning befo re 2012 . . . . . 17 160,697
18 If yo u are elec ting to gro up any assets plac ed in servic e during th e tax year into o ne o r mo re general
asset ac c o unts, c h ec k h ere . . . . . . . . . . . . . . . . . . . . . . I F
Sec tio n B- Assets Plac ed in Servic e Durin 2012 Tax Year Usin th e General De p rec iatio n Sy stem
( a) Classific atio n o f
pro perty
( b) Mo nth and
year plac ed in
servic e
( c ) Basis fo r
deprec iatio n
( business/investment
use
o nly- see instruc tio ns)
( d) Rec o very
perio d
( e) Co nventio n ( f) Meth o d
( g)Deprec iatio n
deduc tio n
19a 3- year pro perty
b 5- year pro perty
c 7- year pro perty
d 10- year pro perty
e 15- year pro perty
f 20- year pro perty
g 25- year pro perty 25 yrs S/L
h Residential rental
27 5 yrs MM S/L
pro perty
27 5 yrs MM S/L
i No nresidential real
39 yrs MM S/L
pro perty
MM S/L
Sec tio n C- Assets Plac ed in Servic e During 2012 Tax Year Using th e Alternative Deprec iatio n System
20a Class life S/L
b 12- year 12 yrs S/L
c 40- year 40 yrs MM S/L
IT I1I Summar y ( see instruc tio ns )
21 Listed pro perty Enter amo unt fro m line 28 . . . . . . . . . . . . . . . . . . . . . 21 20,600
22 To tal . Add amo unts fro m line 12, lines 14 th ro ugh 17, lines 19 and 20 in c o lumn ( g), and line 21 Enter
h ere and o n th e appro priate lines o f yo ur return Partnersh ips and S c o rpo ratio ns- see instruc tio ns 22 401,798
23 Fo r assets sh o wn abo ve and plac ed in servic e during th e c urrent year, enter th e
po rtio n o f th e basis attributable to sec tio n 263A c o sts
23 F
Fo r Paperwo rk Reduc tio n Ac t No tic e, see separate instruc tio ns. Cat No 12906N Fo rm 4562 ( 2012)
Form 4562 (2012) Page 2
Listed Property ( Include automobiles , certain other v ehicles, certain computers, and property used f or
entertainment , recreation , or amusement.)
Note: For any v ehicle f or which you are using the standard mileage rate or deducting lease expense,
complete only 24a, 24b, columns (a) through (c) of Section A , all of Section B , and Section C if applicable.
Section A -De p reciation and Other Inf ormation ( Caution : See the instructions f or limits f or p assen ger automobiles. )
24a Do you hav e ev idence to support the business / inv estment use claimed? f l Yes f l No
I
24b If 'Yes , " is the ev idence written? 1Yes FNo
(a) (b) B usiness/
(d)
B asis f or depreciation (f )
(g)
(h) E lected
Type of property (list Date placed in inv estment Cost or other
(business/ inv estment
Recov ery Method/ Depreciation/
section 179
v ehicles f irst) serv ice use basis
use only)
period Conv ention deduction
cost
percentage
25Special depreciation allowance f or q ualif ied listed property placed in serv ice during the tax year and used more than
50% in a q ualif ied business use (see instructions) 25
26 Property used more than 50% in a q ualif ied business use
See A dditional Data Table
27 Prooerty used 50% or less in a auallf led business use
S/ L-
S/ L-
S/ L -
28 A dd amounts in column ( h), lines 25 through 27 E nter here and on line 21 , page 1 28
20, 600
29 A dd amounts in column ( I), line 26 E nter here and on line 7, page 1 29
Section B -Inf ormation on Use of Vehicles
Complete this section f or v ehicles used by a sole proprietor, partner, or other more than 5% owner, " or related person
Tf v nu nrnv uderl v ehicles to v nur Pmnlnv PPs_ f irst answer the niiestinns in Section C to SPP if you meet an Pxcention to comnlef inn this section f or those v ehicles
30Total business/ inv estment miles driv en during the
d t t l l d
(a)
Vehicle 1
(b)
Vehicle 2
(c)
Vehicle 3
(d )
Vehicle 4
( e)
Vehicle 5
(f )
Vehicle 6
year ( o no e commu ing mi es) inc u
31 Total commuting miles driv en during the year
32 Total other persona I(noncommuting) miles driv en
33 Total miles driv en during the year A dd lines 30
through 32 .
34 Was the v ehicle av ailable f or personal use Yes No Yes No Yes No Yes No Yes No Yes No
during of f -duty hours? .
35 Was the v ehicle used primarily by a more than 5%
owner or related person? .
36Is another v ehicle av ailable f or personal use?
Section C-Questions f or E mployers Who Prov ide Vehicles f or Use by Their E mployees
A nswer these q uestions to determine if you meet an exception to completing Section B f or v ehicles used by employees who are not more than
5% owners or related p ersons ( see instructions )
37 Do you maintain a written policy statement that prohibits all personal use of v ehicles, including commuting, by your
Yes No
employees? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
38 Do you maintain a written policy statement that prohibits personal use of v ehicles, except commuting, by your
employees? See the instructions f or v ehicles used by corporate of f icers, directors, or 1% or more owners
39 Do you treat all use of v ehicles by employees as personal use? . . . . . . . . . . . . . . . . . .
40 Do you prov ide more than f iv e v ehicles to your employees, obtain inf ormation f rom your employees about the use of
v ehicles, and retain the inf ormation receiv ed? . . . . . . . . . . . . . . . . . . . . . . .
41 Do you meet the req uirements concerning q ualif ied automobile demonstration use? (See instructions ) . . . . .
Note : If your answer to 37, 38, 39, 40, or 41 is " Yes, " do not complete Section B f or the cov ered v ehicles
A mortization
e (a) Date izatlon A mort
A morttable
Code
A mortization f or
Description of costs amortization period or
amount section this year
begins percentage
42 A mortization of costs that begins during your 2012 tax year ( see instructions)
WE B SITE E NHA NCE ME NTS 2013-05-01 80, 190 3 11, 138
43 A mortization of costs that began bef ore your 2012 tax year . . . . . . . . . . . . 43 1, 180
44 Total . A dd amounts in column ( f ) See the instructions f or where to report . . . . . . . 44 12, 318
Form 4562(2012)
Additional Data
Software ID:
Software Version:
EIN: 63-0002660
Name: ALABAMA EDUCATION ASSOCIATION
Form 4562, Part V, Line 26, Property used more than 50%in a qualified business use
( a) ( b) ( c ) ( d ) ( e) ( f) ( g) ( h) ( i)
Type of property Date Business / Cost or other Basis for Rec overy Method/ Deprec iation / Elec ted
( list plac ed in investment basis deprec iation period Convention deduc tion sec tion 179
vehic les first) servic e use ( business / investment c ost
perc entage use only)
2011 TOYOTA
2011-06-13 39,971 5 0 S/ L-S/ L 6,662
HIGHLAND
2008 CHEVY VAN 2008-06-04 28,212 5 0 S/ L-S/ L 1,875
CHEVROLET TAHOE 2011-12-20 42,000 5 0 S/ L-S/ L 8,400
2014 NISSAN MURANO
2013-04-24 43,960 5 0 S/ L-S/ L 3,663
Additional Data
Software ID:
Software Version:
EIN: 63-0002660
Name: ALABAMA EDUCATION ASSOCIATION
Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, Highest
Compensated Employees, and Independent Contractors
(A) (B) (C) (D ) ( E) (F)
Name and Title Average Position (do not check Reportable Reportable Estimated amount
hours more than one box, compensation compensation of other
per unless person is both from the from related compensation
week an officer and a organization ( W- organizations (W- from the
(list director/ trustee ) 2/1099-MISC) 2/1099-MISC ) organization and
any
-n
related
hours f moo organizations
for s 7 4 m
related C:
7 +
_
organizations o '
below
dotted
= 7 1
(D
m
line) a'
fl,
DOROTHY STRICKLAND
30
PAST PRESIDENT
X X 7 7 ,217 0 7 ,7 4 1
ANITA GIBSON
4 0 00
PRESIDENT
X X 0 0 0
SHEILA HOCUTT-REMINGTON
6 00
VICE PRESIDENT
X 0 0 0
DR SUSAN C BROWN
30
X 0 0 0
DIRECTOR
CHARLENE MCCOY
30
DIRECTOR
X 0 0 0
ASHLEY STRICKLAND
30
X 0 0 0
DIRECTOR
SHERRY TUCKER
30
DIRECTOR
X 0 0 0
DR CATHY MCNEAL
30
X 0 0 0
DIRECTOR
GEORGE TERRELL I R
30
DIRECTOR
X 0 0 0
CAROL HIETT
30
DIRECTOR
X 0 0 0
BONITA ENGLISH
30
DIRECTOR
X 0 0 0
BROOKE BROCK
30
DIRECTOR
X 0 0 0
MICHELLE ROBINSON
30
DIRECTOR
X 0 0 0
PAM BAKER
30
DIRECTOR
X 0 0 0
STEPHANIE C TAYLOR
30
DIRECTOR
X 0 0 0
TAMMY SIMS
30
DIRECTOR
X 0 0 0
ELAINE CARTER
30
DIRECTOR
X 0 0 0
THERESA LEONARD
30
X 0 0 0
DIRECTOR
VIVIAN CROSBY
30
DIRECTOR
X 0 0 0
AMELIA COUCH
30
DIRECTOR
X 0 0 0
SHANNON CLARK
30
DIRECTOR
X 0 0 0
ARTHUR CRUMPLER
30
X 0 0 0
DIRECTOR
DAVID HOLT
30
DIRECTOR
X 0 0 0
DR SUSAN W BROWN
30
X 0 0 0
DIRECTOR
GREGORY S MARTIN
30
DIRECTOR
X 0 0 0
Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, Highest
Compensated Employees, and Independent Contractors
(A) (B) (C) (D) ( E) (F)
Name and Title Average Position (do not check Reportable Reportable Estimated amount
hours more than one box, compensation compensation of other
per unless person is both from the from related compensation
week an officer and a organization (W- organizations (W- from the
(list director/trustee ) 2/1099- MISC) 2/1099- MISC) organization and
any 0 ,o = T related
hours
0
0 organizations
for
-
te
n
m
0 EL
0 fD o
related c
r.
organizations 2
^
a
te
6
0
below - 1
dotted m
line)
a,
fD
BENITA MOYERS
30
X 0 0 0
DIRECTOR
DR DAVID G BEL TON
30
X 0 0 0
DIRECTOR
BERNARD SANDERSON
30
X 0 0 0
DIRECTOR
DARRYL TRAYL OR
30
DIRECTOR
X 0 0 0
CHARL OTTE WIL SON
30
X 0 0 0
DIRECTOR
DR DONNA D STRONG
30
X 0 0 0
DIRECTOR
DR RHONDA MOSL EY
30
X 0 0 0
DIRECTOR
BOBBY PIERSON
30
DIRECTOR
X 0 0 0
DR HENRY C MABRY III
40 00
X 339,976 0 55,782
EXEC SECRETARY/TREASURER
DR GREGORY T GRAVES
40 00
ASSOCIATE EXEC SECRETARY
X 326,349 0 53,829
STEVEN PERRIGIN
40 00
BUSINESS MANAGER
X 151,253 0 30,843
DAVID STOUT
40 00
MANAGER - PUBL IC REL ATIONS
X 140,594 0 29,221
THERON STOKES
40 00
ATTORNEY
X 137,661 0 29,248
SUSAN KENNEDY
40 00
MANAGER- TAX & EDUC FUNDING
X 138,297 0 28,815
DARRYL SINKFIEL D
40 00
MANAGER - GOVERNMENTAL REL ATIONS
X 153,727 0 31,412
DR PAUL R HUBBERT
10
X 119,729 0 0
FORMER EXEC SECY/TREASURER
DR JOE L REED
10
X 118,853 0 0
FORMER EXEC SECY