National Education Association And Affiliate Retiree Health Plan

Diviney Wayne S Ttee

Washington, DC
Tax-exempt since July 2000
EIN: 52-7073317

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Revenue

$18.5M (2022)

Expenses

$11.1M (2022)

Total Assets

$219M (2022)

Total Liabilities

$71.2k (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Revenue

$18,543,173

Expenses

$11,073,627

Net Income

$7,469,546

Net Assets

$218,608,618

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,695,255	41.5%
Investment Income	$10,355,006	55.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$6,263
Net Inventory Sales	$0
Other Revenue	$499,175	2.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$218,679,842
Total Liabilities	$71,224
Net Assets	$218,608,618

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Mcpherson (Trustee)	$0	$287,784	$161,367
James Testerman (Trustee, Plan Admin Eff 11/1/2022)	$0	$287,641	$114,519
Margaret Sleeper (Trustee Thru 8/31/2022)	$0	$120,959	$33,883
Nikki Davis (Plan Administrator 1/10/2022 To 10/31/2022)	$0	$214,633	$63,514
Vijaya Krishna (Plan Administrator Thru Jan 9, 2022)	$0	$242,223	$78,000
Jessica Swanson (Trustee, Eff 9/1/2022)	$0	$39,950	$8,161

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990

Filed on Sept. 26, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$29,630,512

Expenses

$9,468,433

Net Income

$20,162,079

Net Assets

$261,804,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$11,069,308	37.4%
Investment Income	$11,769,977	39.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$6,355,633	21.4%
Net Inventory Sales	$0
Other Revenue	$435,594	1.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$261,867,910
Total Liabilities	$63,661
Net Assets	$261,804,249

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Mcpherson (Trustee)	$0	$289,218	$173,458
James Testerman (Trustee)	$0	$260,147	$108,619
Margaret Sleeper (Trustee)	$0	$138,018	$53,987
Chaka Donaldson (Plan Administrator Thru Aug)	$0	$219,310	$93,665
Vijaya Krishna (Plan Administrator Sep Dec)	$0	$222,369	$153,301

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990

Filed on Sept. 19, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$23,680,138

Expenses

$9,760,385

Net Income

$13,919,753

Net Assets

$227,816,427

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$11,047,598	46.7%
Investment Income	$8,042,278	34.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$4,138,623	17.5%
Net Inventory Sales	$0
Other Revenue	$451,639	1.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$227,835,402
Total Liabilities	$18,975
Net Assets	$227,816,427

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Mcpherson (Trustee)	$0	$285,092	$165,012
James Testerman (Trustee)	$0	$253,442	$100,360
Margaret Sleeper (Trustee)	$0	$130,915	$52,713
Chaka Donaldson (Plan Administrator)	$0	$252,730	$110,415

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990

Filed on Oct. 31, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$23,375,382

Expenses

$8,950,272

Net Income

$14,425,110

Net Assets

$195,485,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$15,945,963	68.2%
Investment Income	$6,931,444	29.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$160	0.0%
Net Inventory Sales	$0
Other Revenue	$497,815	2.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$195,528,505
Total Liabilities	$43,236
Net Assets	$195,485,269

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Mcpherson (Trustee)	$0	$277,815	$179,751
James Testerman (Trustee)	$0	$242,318	$142,991
Margaret Sleeper (Trustee)	$0	$129,649	$51,091
Chaka Donaldson (Plan Administrator)	$0	$244,578	$128,868

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990

Filed on Oct. 28, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$30,920,367

Expenses

$10,346,209

Net Income

$20,574,158

Net Assets

$154,204,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$18,389,510	59.5%
Investment Income	$6,655,989	21.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$5,558,534	18.0%
Net Inventory Sales	$0
Other Revenue	$316,334	1.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$154,275,195
Total Liabilities	$70,928
Net Assets	$154,204,267

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Mcpherson (Trustee)	$0	$269,646	$152,385
James Testerman (Trustee)	$0	$238,320	$111,930
Derrick Johnson (Plan Administrator Thru Aug '18)	$0	$233,527	$118,889
Margaret Sleeper (Trustee)	$0	$124,153	$51,102
Chaka Donaldson (Plan Administrator Sep Dec '18)	$0	$206,498	$94,190

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990

Filed on Oct. 30, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$17,701,052

Expenses

$8,568,180

Net Income

$9,132,872

Net Assets

$156,184,309

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$12,751,000	72.0%
Investment Income	$4,453,818	25.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,248	0.0%
Net Inventory Sales	$0
Other Revenue	$494,986	2.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$156,213,136
Total Liabilities	$28,827
Net Assets	$156,184,309

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Mcpherson (Trustee)	$0	$262,403	$163,261
James Testerman (Trustee)	$0	$237,842	$120,565
Derrick Johnson (Plan Administrator)	$0	$220,264	$156,412
Margaret Sleeper (Trustee)	$0	$123,587	$50,663

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990

Filed on Sept. 17, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$15,622,399

Expenses

$8,652,584

Net Income

$6,969,815

Net Assets

$129,685,990

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$11,165,694	71.5%
Investment Income	$4,023,594	25.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,190	0.0%
Net Inventory Sales	$0
Other Revenue	$430,921	2.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$129,716,759
Total Liabilities	$30,769
Net Assets	$129,685,990

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$20,051,423

Expenses

$7,590,435

Net Income

$12,460,988

Net Assets

$117,600,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$15,440,869	77.0%
Investment Income	$4,060,800	20.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$22,633	0.1%
Net Inventory Sales	$0
Other Revenue	$527,121	2.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$117,656,151
Total Liabilities	$55,480
Net Assets	$117,600,671

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$24,604,285

Expenses

$7,468,710

Net Income

$17,135,575

Net Assets

$109,499,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$20,555,777	83.5%
Investment Income	$3,657,716	14.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$23,386	0.1%
Net Inventory Sales	$0
Other Revenue	$367,406	1.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$109,523,112
Total Liabilities	$23,266
Net Assets	$109,499,846

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$19,161,867

Expenses

$7,100,695

Net Income

$12,061,172

Net Assets

$88,241,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$16,078,418	83.9%
Investment Income	$2,180,617	11.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$276,462	1.4%
Net Inventory Sales	$0
Other Revenue	$626,370	3.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$88,285,598
Total Liabilities	$44,368
Net Assets	$88,241,230

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$11,817,941

Expenses

$7,019,695

Net Income

$4,798,246

Net Assets

$66,641,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$9,800,686	82.9%
Investment Income	$1,813,318	15.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$89	0.0%
Net Inventory Sales	$0
Other Revenue	$203,848	1.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$66,888,424
Total Liabilities	$246,824
Net Assets	$66,641,600

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$11,691,335

Expenses

$5,780,655

Net Income

$5,910,680

Net Assets

$55,900,959

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$9,341,184	79.9%
Investment Income	$1,609,344	13.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$107,537	0.9%
Net Inventory Sales	$0
Other Revenue	$633,270	5.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$55,960,668
Total Liabilities	$59,709
Net Assets	$55,900,959

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated September 24, 2024

National Education Association And Affiliate Retiree Health Plan

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $18.5M (2022)

Expenses $11.1M (2022)

Total Assets $219M (2022)

Total Liabilities $71.2k (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

990

Fiscal Year Ending Dec. 2009

Revenue

$18.5M (2022)

Expenses

$11.1M (2022)

Total Assets

$219M (2022)

Total Liabilities

$71.2k (2022)

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004