Education Minnesota FY2021 filing

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Education Minnesota is a labor union representing approximately 86,000 members who work in public schools, higher Education and other related fields throughout the state.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$2.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $957K a year · 3% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.2M
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
14 mo
of spending, in cash
Looks good: 14.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2.5M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$26.8M
40% of total assets
Looks good: liabilities are 40% of assets; 50% or less.
Pt X · Ln 26
Independent board members
43
of 46 voting members
Looks good: 43 of 46 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$38.2M
+2% vs prior year
Spent
$38.5M
To programs
0%
Net assets
$39.4M
By yearFY2020–FY2025
Revenue
$38.2M
FY2021▲ +2%
Tap a bar for its year
Revenue by fiscal year
FY2020$37.5M
FY2021$38.2M
FY2022$36.6M
FY2023$38.0M
FY2024$39.1M
FY2025$40.0M
Expenses
$38.5M
FY2021▼ -6%
Tap a bar for its year
Expenses by fiscal year
FY2020$41.0M
FY2021$38.5M
FY2022$37.1M
FY2023$38.1M
FY2024$39.7M
FY2025$40.8M
Net assets
$39.4M
FY2021▲ ×15
Tap a bar for its year
Net assets by fiscal year
FY2020$2.6M
FY2021$39.4M
FY2022$45.0M
FY2023$58.8M
FY2024$65.7M
FY2025$76.2M

From the FY2021 Form 990 (year ending August 2021) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

60 people listed on the 990; $2.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Secretary-Tr
$211,616Pt VII · Sec A
Vice Preside
$211,431Pt VII · Sec A
President
$203,573Pt VII · Sec A
Executive Di
$197,201Pt VII · Sec A
$172,363Pt VII · Sec A
Dir Policy &
$164,920Pt VII · Sec A
Field Manage
$157,856Pt VII · Sec A
General Coun
$157,325Pt VII · Sec A

Denise Specht’s $212K as President En is at the 41st percentile of top reported officer pay among 414 $10–100M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Denise Specht$211,883$209,259$209,190$206,074$203,573$198,928
Rodney Rowe$209,114$209,883$206,757$203,775$211,616$205,335
Bernadette Burnham———$208,867$211,431$109,130
Carrie Lucking$202,999$198,348$196,424$172,522$164,920$152,818
Sara Gjerdrum———$199,733$197,201$193,490
Michael Roehl$193,912$190,745$184,810$178,195$172,363$165,917
Monica Byron$182,944$176,618$82,528———
Rob Gardner$180,602$173,885$167,465$161,552$144,677—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advocates for Minnesota public education workers by organizing local unions, negotiating contracts, and providing professional development and mentoring for its 89,000 members.

Questions for Education Minnesota

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Provided by the organization

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1 program · in their own filed words · FY2020
01

Education minnesota organizes members on a local basis. Education minnesota currently has 465 local unions statewide. Our locals help mentor new teachers, provide professional development, negotiate and maintain work contracts, and much more. Our staff members in 16 offices statewide serve as resources to our locals.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$2.5M
Grants paid · 460 grants · $17.1M · 2019–2024
Chaska Education AssociationMN · FY2024$51,716
Take Action MinnesotaMN · FY2024$50,000
Education Minnesota BuffaloMN · FY2024$44,941
Education Minnesota OsseoMN · FY2024$40,481
Metro Area CouncilMN · FY2024$36,500
See all 460 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$38.2M
Ln 12
Fees for servicesLn 2g$37.6M
Investment incomeLn 3$443K
Other incomeLn 4–11$223K
Money outPt IX
$38.5M
Ln 25
Owns and owesPt X
$39.4M
net assets · Ln 32
Cash and savingsLn 1–2$45.1M
Total assetsLn 16$66.3M
LiabilitiesLn 26$26.8M
PeoplePt VI, VII
60
listed · VII A
PaidVII A13
Voting boardVI 1a46
IndependentVI 1b43
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$37.6M
Investment incomeLn 3$443K
Other incomeLn 4–11$223K
Total revenueLn 12$38.2M
Assets in detailPt X, end of year
CashLn 1$625K
SavingsLn 2$44.5M
Cash and savings togetherLn 1–2$45.1M
InvestmentsLn 11–13$17.6M
Land, buildings, equipmentLn 10c$715K
Total assetsLn 16$66.3M
LiabilitiesLn 26$26.8M
Net assetsLn 32$39.4M
OperationsPt I, VI
EmployeesI 5201
VolunteersI 6173
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$44.5M$45.1M
InvestmentsLn 11–13$16.8M$17.6M
Land, buildings, equipmentLn 10c$654K$715K
Total assetsLn 16$65.8M$66.3M
LiabilitiesLn 26$63.3M$26.8M
Net assetsLn 32$2.6M$39.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2.7M
Pay of current officers, directors and key staffLn 5$2.0M
Other salaries and wagesLn 7$14.4M
Pension plan contributionsLn 8$5.4M
Other employee benefitsLn 9$5.4M
Payroll taxesLn 10$1.3M
Office expensesLn 13$1.1M
OccupancyLn 16$962K
TravelLn 17$535K
Payments to affiliatesLn 21$943K
Depreciation, depletion and amortizationLn 22$253K
InsuranceLn 23$135K
Other expenses (24a–d)Ln 24$3.0M
All other expensesLn 24e$253K
Total functional expensesLn 25$38.5M$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $40.0M$40.8M−$887K$76.2M 990 PDF
FY2024 $39.1M$39.7M−$525K$65.7M 990 PDF
FY2023 $38.0M$38.1M−$25K$58.8M 990 PDF
FY2022 $36.6M$37.1M−$502K$45.0M 990 PDF
FY2021 Viewing $38.2M$38.5M−$249K$39.4M 990 PDF
FY2020 $37.5M$41.0M−$3.6M$2.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $38,243,817 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $36,392,508$37,577,975
I-10 Investment incomePrior year $803,188$442,996
I-11 Other revenuePrior year $256,263$222,846
I-12 Total revenuePrior year $37,451,959$38,243,817
I-13 Grants and similar amounts paidPrior year $2,813,543$2,727,241
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $27,140,903$28,580,875
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $11,050,205$7,184,965
I-18 Total expensesPrior year $41,004,651$38,493,081
I-19 Revenue less expensesPrior year −$3,552,692−$249,264
Part VI · Governance 43 of 46 board members independent, no flags
VI-1a Voting members of the governing body46
VI-1b Independent voting members43
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $38,243,817 across 4 lines filed
Lines not itemized here account for $534,402 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $37,043,573$37,043,573
VIII-3 Investment incomeExcluded from tax $442,996$442,996
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $152,518 · Unrelated business $70,328$222,846
VIII-12 Total revenueRelated to mission $37,724,993 · Unrelated business $70,328 · Excluded from tax $448,496$38,243,817
Part IX · Statement of functional expenses $38,493,081 across 14 lines filed
IX-1 Grants to domestic organizations$2,727,241
IX-5 Pay of current officers, directors and key staff$2,043,923
IX-7 Other salaries and wages$14,389,019
IX-8 Pension plan contributions$5,405,550
IX-9 Other employee benefits$5,440,750
IX-10 Payroll taxes$1,301,633
IX-13 Office expenses$1,133,128
IX-16 Occupancy$961,516
IX-17 Travel$534,717
IX-21 Payments to affiliates$943,476
IX-22 Depreciation, depletion and amortization$252,662
IX-23 Insurance$135,173
IX-24 Other expenses (24a–d)$2,971,332
IX-24e All other expenses$252,961
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$38,493,081
Part X · Balance sheet $66,283,893 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $255,889$624,524
X-2 Savings and temporary cash investmentsStart of year $44,205,625$44,522,606
X-3 Pledges and grants receivableStart of year $233,690$100,000
X-4 Accounts receivableStart of year $3,403,725$2,566,691
X-9 Prepaid expenses and deferred chargesStart of year $310,669$162,969
X-10c Land, buildings and equipment, netStart of year $654,491$714,986
X-11 Publicly traded securitiesStart of year $16,771,792$17,592,117
X-16 Total assetsStart of year $65,835,881$66,283,893
X-17 Accounts payable and accrued expensesStart of year $5,304,425$3,155,628
X-19 Deferred revenueStart of year $319,372$318,564
X-25 Other liabilitiesStart of year $57,654,075$23,363,697
X-26 Total liabilitiesStart of year $63,277,872$26,837,889
X-27 Net assets without donor restrictionsStart of year −$12,323,803$24,277,088
X-28 Net assets with donor restrictionsStart of year $14,881,812$15,168,916
X-32 Total net assets or fund balancesStart of year $2,558,009$39,446,004
X-33 Total liabilities and net assetsStart of year $65,835,881$66,283,893
Part XI · Reconciliation of net assets $39,446,004 net assets at year end
XI-1 Total revenue$38,243,817
XI-2 Total expenses$38,493,081
XI-3 Revenue less expenses−$249,264
XI-4 Net assets at start of year$2,558,009
XI-5 Net unrealized gains (losses) on investments−$327,324
XI-9 Other changes in net assets$37,464,583
XI-10 Net assets at end of year$39,446,004

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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