April - Tennessee Education Association

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TENNESSEE EDUCATION ASSOCIATION
Proposed Budget for 2012-2013
ANTICIPATED INCOME FOR 2012-2013
ACTUAL BUDGET PROPOSED
2010-2011 2011-2012 2012-2013
I. Membership Income $11,403,864 $11,054,168 $9,047,298 (a)
II. Rent $10,908 $10,910 $10,908
III. Interest $76,039 $10,000 $5,000
Gain/(Loss) on Investments $432,668
IV. UniServ Grants from NEA to TEA $1,034,124 $1,032,024 $766,700 (b)
V. UniServ from MNEA to TEA $14,000 $24,000 $-
VI. Miscellaneous $84,960 $65,000 $65,000
Grand Totals $13,056,563 $12,196,102 $9,894,906 (c)
(a) Membership Income based on dues of $258.00
($253.52 for TEA budget + $4.48 as pass-through
TEA-FCPE)
Active Members - 34,600 x $253.52 $8,771,792
Education Support - 1,850 x $126.76 $234,506
Student Members - 4,100 x $10.00 $41,000
Subtotal $9,047,298
(b) This is based on 22 units x $34,850 = $766,700
(c) In addition, $159,152 pass-through funds will go to
TEA-FCPE based on the above membership projections
PROPOSED EXPENDITURES FOR 2012-2013
Item Budgeted Proposed
No. Category/Explanation 2011-2012 2012-2013
1. Salaries and Benefits for President and Staff $8,800,554 $6,794,264
Includes retirement, social security, insurance, workers
compensation, federal and state unemployment taxes
for professional staff, associate staff and president.
2. Travel, President and Board $133,500 $133,500
Travel for the president and the Board including board
meetings and NEA Convention under the same policies
as apply to state delegates, except TEA Committee
expenses which are charged to the respective committee.
This includes a $10,000 expense allowance for the TEA
president and vice president paid monthly. The item provides
$20,000 for travel, lodging, meals, substitute or leave pay,
and any other expenses of the vice president and/or Board
members incurred while carrying out extraordinary assignments
requested or approved in advance by the president. Not included
in this $20,000 are ordinary expenses for the vice president
and/or appropriate Board members related to the TEA Board
meeting, Committee Weekend, Executive and Budget Committee
meetings, NEA Convention, TEA-FCPE Council and statewide
endorsement sessions, and expenses reimbursed by sources other than TEA.
Item Budgeted Proposed
No. Category/Explanation 2011-2012 2012-2013
3. Housing Allowance for President
If the home of the 2012-2013 president is more than 50 $10,000 $10,000
miles from Nashville, it is necessary for the president to live in
Nashville. This item is to cover rent and utilities. If the president
lives within 50 miles, this item will not be expended, but the
president may commute daily at TEA expense.
4. Departments and Sections
Funds for activities of affiliated departments and sections $4,000 $4,000
according to a funding formula based upon attendance at
their annual meeting. Sections are organized by education
specialty (English, science) and job assignments (elementary
principal, attendance teacher). Departments encompass broad
areas (higher education, retired teachers).
5. Committees and Commissions $33,590 $33,590
A. Adm. Task Force (1)* $1,000 $1,000
B. Communications (1) $1,000 $1,000
C. ESP (1) $1,000 $1,000
D. Human Relations (2) $1,810 $1,810
E. Internal Organizational Needs (1) $1,000 $1,000
F. IPD Commission $2,350 $2,350
G. Membership (1) $1,000 $1,000
H. Member Benefits (1) $1,000 $1,000
I. Minority Affairs (2) $1,810 $1,810
J. NEA Concerns (2) $1,810 $1,810
K. Negotiations (1) $1,000 $1,000
L. Resolutions (1) $1,000 $1,000
M. State Special Schools (1) $1,000 $1,000
N. Status of Women (2) $1,810 $1,810
O. Vocational (1) $1,000 $1,000
P. New Teacher (1) $1,000 $1,000
Q. Miscellaneous $5,000 $5,000
R. Presidents' Council $8,000 $8,000
$33,590 $33,590
*Number of Meetings
(a)This budget is predicated on all Nashville meetings
being held in the TEA building and lodging in the
Spring Hill Suites or comparably priced hotel.
The NEA Valuebuilder Program provides investment products (the “NEA Valuebuilder products”) in connection with retirement plans sponsored by school districts and other employers of NEA members and in-
13. TEA Representative Assembly $72,000 $67,000
dividual retirement accounts established by NEA members. Security Distributors, Inc. and certain of its affiliates (collectively “Security Benefit”) make the NEA Valuebuilder products available under this program
Auditorium rental, credentials, services of
parliamentarian, required liability insurance,
pursuant to an agreement with NEA’s wholly owned subsidiary, NEA’s Member Benefits Corporation (“MBC”). Security Benefit has the exclusive right to offer the NEA Valuebuilder products under the program,
audio visual equipment, awards luncheon and awards dinner.
and MBC generally may not enter into arrangements with other providers of similar investment programs or otherwise promote to NEA members or their employers any investment products that compete with the
NEA Valuebuilder products. MBC promotes the program to NEA members and their employers and provides certain services in connection with the program. Security Benefit pays an annual fee to MBC based
in part on the average assets invested in the NEA Valuebuilder products under the agreement. You may wish to take into account this agreement and arrangement, including any fees paid, when considering
and evaluating any communications relating to the NEA Valuebuilder products. NEA and MBC are not affiliated with Security Benefit. Neither NEA nor MBC is a registered broker-dealer. All securities brokerage
services are performed exclusively by your sales representative’s broker-dealer and not by NEA or MBC.
6. Workshops and Conferences
Membership
A. Association Rep. Membership Training
within UniServ District
B. Membership Materials
C. New Teacher Conference
D. ESP Conference
$130,000
$55,000
$35,000
$12,000
$6,000
$2,000
$130,000
$55,000
$35,000
$12,000
$6,000
$2,000
14. NEA Convention
Meals, lodging, travel for non-board state delegates according
to established policies, $1,500 to purchase gifts for state contact
persons and $1,500 for Tennessee delegation activities. NEA
Convention expenses for Board members are included in Item 2
and student delegate expenses in Item 16.
15. Subscriptions for Retired Teachers
Postage for mailing teach to retired members.
$65,000
$6,000
$63,000
$6,000
The NEA Valuebuilder DirectInvest 403(b)(7) is a Custodial Account under §403(b)(7) of the Internal Revenue Code.
Securities are distributed by Security Distributors, Inc. (SDI). SDI is a subsidiary of Security Benefit Corporation (“Security Benefit”).
8 April 2012
VB470412
Leadership
A. Staff Training
B. UniServ Advisory Council
(Meals and Meeting Rooms for Oct. & May Meetings)
$20,000
$3,000
$12,500
$20,000
$3,000
$12,500
16. Student Programs
1. Student TEA
Funding for leadership training, allowable expenses to TEA
$28,000 $28,000
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C. Women's Leadership Development Workshops (in state) $2,000 $2,000
D. Administrators' Conference $2,500 $2,500
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Item Budgeted Proposed
No. Category/Explanation 2011-2012 2012-2013
Workshops and Conferences (Continued)
Instruction and Professional Development $17,000 $17,000
A. IPD Workshops/Symposium $17,000 $17,000
Minority Leadership Training $13,000 $13,000
A. In-State Workshops $10,000 $10,000
B. NEA Southeast Meeting $3,000 $3,000
Professional Negotiations $25,000 $25,000
A. Negotiations Conference $19,000 $19,000
B. Local Level Training $6,000 $6,000
Subtotals $130,000 $130,000
7. TEA Summer Leadership Academy $38,000 $38,000
Five hundred participants including group meals, Cool
Springs Embassy Suites lodging (or comparable payment
toward hotel lodging) and speakers.
8. UniServ Grant from TEA to MEA $186,290 $141,000
Memphis employs local UniServ staff in lieu of participating
in the state program. They receive NEA and TEA UniServ
funding. TEA funding is projected on Memphis qualifying
for four units at $35,250 per unit.
9. Legal Services $515,000 $515,000
This amount is to pay the legal firm retainer, lawyer fees,
court costs, and other legal services in accordance with the
reimbursement agreement of the NEA DuShane Fund to
cover approved legal expenses of UEP members. Costs
of subscriptions to legal publications and reporting services
are also included in this amount.
10. Public Relations $77,885 $47,885
A. Image Campaign: (radio and TV spots, billboards,
bumper stickers, newspaper ads, branding program) $38,085
B. Local Newsletter Contest $600
C. News Clipping Service $1,500
D. Photography (processing, equipment, repair) $1,200
E. School Bell Awards Program $1,000
F. Special PR Programs $ —
G. Cavit C. Cheshier Local Association Award $1,000
H. Video Supplies and Production $1,500
I. Miscellaneous $3,000
Totals $47,885
Item Budgeted Proposed
No. Category/Explanation 2011-2012 2012-2013
11. teach $130,000 $110,000
teach is sent to active, retired, students, and educational
support members. This item includes cost of paper,
printing, art work, non-profit second-class mailing, for
seven issues. The cost of mailing to retired teachers is
included in Item 15.
12. Government Relations
A. Public Information Program – Funds for the $129,913 $110,535
Communications Division to conduct a media campaign
promoting education.
B. Polling (Issues, Candidate) – Polling to determine $35,000 $35,000
positions of the members and the public on candidates
and political issues.
C. Member Lobby Activities – Travel expenses for $11,360 $13,000
members to lobby in the state legislature, participation in
the annual Black legislative caucus retreat, plus training
and lobby activities at the local level.
D. Legislative Functions – Legislative leadership meetings, $8,000 $2,000
committee functions, regional and national legislative
meetings, and legislative receptions. Meals and/or
refreshments may be included with these activities.
E. Campaign Promotional Activities – Outside consultants $5,000 $1,000
to assist with campaign strategy, public relations programs,
media, and design of materials.
F. Communications/Program Support – Workshops, special $25,000 $20,000
subscriptions, lobbyist registration, phone banks, building
data banks, purchasing voter tapes, printing and mailing
a weekly legislative report, plus other printing, postage,
supplies, and materials.
G. Miscellaneous and Committees $20,000 $10,000
Government Relations Totals $234,273 $191,535
(TEA-FCPE Funds are not included in the TEA budget as
pass-through funds.)
and NEA representative assemblies, STEA annual convention,
travel for state officers, and special projects.
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