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ARIZONA EDUCATION ASSOCIATION RETIRED
PHOENIX, AZ · EIN 860605428 · Form 990EZ · FY2022 · Micro (<$100K) · www.azedretired.com
revenue
$73K
expenses
$82K
net assets
$148K
employees
—
mission · from form 990

MEMBERSHIP ORGANIZATION OF RETIRED EDUCATORS.

profile · synthesized from sources

Arizona Education Association Retired (AEA-Retired) is a membership organization for retired educators in Arizona. It advocates for public education, retirees' rights, and provides information and connection opportunities for its members through its quarterly publication, The Conduit. The organization operates as a chapter of the Arizona Education Association.

named programs · 3 · from sources

what they call their work

Advocacy and Legislative Action
Engages in policy advocacy on behalf of retired educators and public education in Arizona, including legislative monitoring and action alerts
Annual Meeting
Hosts an annual meeting for members to conduct organizational business, share updates, and connect
The Conduit
Quarterly printed publication providing news, reports, and information for AEA-Retired members
activities · 5 groups

what they do

  • Legislative Advocacy & Policy Engagement 6 activities
    • Advocacy for Education and Retirement Issues
      Participates in legislative activities and "Advocacy Days" at the Capitol, providing updates on the impact of political activity on education, sending out calls to action, and teaching advocacy to members.
    • Advocacy for Education and Retirement Issues
      Engages in legislative advocacy by participating in activities at the Arizona Capitol, hosting "Advocacy Days," and providing members with calls to action and information on political activity impacting education and retirement at state and national levels.
    • Advocacy for Retired Educators
      Participates in legislative activities at the Capitol, including hosting "Advocacy Days," to address issues affecting retirement and education. The organization also sends out calls to action and teaches advocacy to its members.
    • Advocacy for Retired Educators
      Engages in legislative advocacy by participating in activities at the Capitol, hosting "Advocacy Days," and providing updates on the impact of political activity on education. The organization also sends out calls to action and teaches advocacy to its members.
    • Advocacy for Retired Educators
      Engages in legislative advocacy by participating in activities at the Capitol, hosting "Advocacy Days," and providing updates on political activity impacting education. The organization also sends out calls to action and teaches advocacy to its members.
    • Advocacy for Retired Educators' Interests
      Engages in legislative activities and advocacy at the Arizona Capitol, including hosting "Advocacy Days," to influence policy and provide updates on the impact of political activity on education and retirement issues. The organization also sends out calls to action and teaches advocacy to its members.
  • Professional Association Conferences & Events 6 activities
    • Organizing Chapter Meetings for Retired Educators
      Hosts monthly in-person and virtual chapter meetings from August through May for retired education professionals across 9 chapters in Arizona, providing opportunities for socialization, discussion of issues, and learning from guest speakers. These meetings sometimes include updates on political activity impacting education.
    • Organizing Chapter Meetings for Retired Educators
      Hosts regular in-person and virtual chapter meetings for retired education professionals across 9 chapters in Arizona, providing opportunities for socialization, discussion of issues, and learning from guest speakers. Meetings often include updates on the ASRS pension system and legislative issues affecting retirement.
    • Organizing Chapter Meetings for Retired Educators
      Hosts regular in-person and virtual chapter meetings for retired education professionals across 9 chapters in Arizona, providing opportunities for members to socialize, discuss issues, learn from guest speakers, and receive updates on ASRS and legislative matters affecting retirement. Meetings are held monthly from August through May or on specific dates throughout the year, often including lunch.
    • Organizing Chapter Meetings for Retired Educators
      Hosts regular in-person and virtual chapter meetings for retired education professionals across 9 chapters in Arizona, providing opportunities for socialization, discussion of issues, and learning from guest speakers. These meetings often include updates on the ASRS pension system and legislative issues affecting retirement.
    • Organizing Chapter Meetings for Retired Educators
      Hosts monthly in-person and virtual chapter meetings from August through May for retired education professionals across 9 chapters in Arizona, providing opportunities for socialization, discussion of issues, and learning from guest speakers. Meetings sometimes include lunch for a fee.
    • Organizing Chapter Meetings for Retired Educators
      Hosts regular in-person and virtual chapter meetings across 9 chapters in Arizona for retired education professionals, providing opportunities for socialization, discussion of issues, and learning from guest speakers. These meetings often include updates on the ASRS pension system and legislative issues affecting retirement.
  • Member-Focused Newsletter Publishing 6 activities
    • Publishing "The Conduit"
      Publishes "The Conduit," an award-winning quarterly printed publication that provides news, reports, and information relevant to its retired members.
    • Publishing "The Conduit" Newsletter
      Publishes "The Conduit," an award-winning quarterly printed publication that provides news, reports, and information to its retired members.
    • Publishing Member Communications
      Publishes "The Conduit," an award-winning quarterly printed publication that provides news, reports, and information to its retired members.
    • Publishing Member Communications
      Publishes "The Conduit," an award-winning quarterly printed publication containing news, reports, and information for its retired members.
    • Publishing Member Communications
      Publishes "The Conduit," an award-winning quarterly printed publication, to provide news, reports, and information to its retired members.
    • Publishing Member Communications
      Publishes "The Conduit," an award-winning quarterly printed publication that provides news, reports, and information relevant to its retired members.
  • Intergenerational Mentorship Programs 5 activities
    • Intergenerational Mentoring Program
      Operates an Intergenerational Mentoring program in Arizona, pairing retired educators with AEA Student Program members and first-year student teachers.
    • Intergenerational Mentoring Program
      Operates an Intergenerational Mentoring program in Arizona, which pairs retired educators with AEA Student Program members and first-year student teachers to provide guidance and support.
    • Intergenerational Mentoring Program
      Operates an Intergenerational Mentoring program in Arizona, pairing retired educators with AEA Student Program members and first-year student teachers to foster professional development and support.
    • Intergenerational Mentoring Program
      Operates an Intergenerational Mentoring program in Arizona, which pairs retired educators with AEA Student Program members and first-year student teachers to provide guidance and support.
    • Intergenerational Mentoring Program
      Operates an Intergenerational Mentoring program in Arizona, which pairs retired educators with AEA Student Program members and first-year student teachers.
  • Uncategorized 7 activities
    • Providing 403b Savings Plan Information
      Offers information and support to members for enrolling in a 403b savings plan to supplement their retirement income.
    • Providing ASRS Information and Support
      Offers resources and direct support to members regarding the Arizona State Retirement System (ASRS), including a guidebook and email assistance for ASRS-related questions.
    • Providing Information and Resources on Retirement
      Offers members an ASRS guidebook, email support for ASRS-related questions, and information and support for enrolling in a 403b savings plan to supplement retirement income.
    • Providing Information and Support on Retirement Benefits
      Offers an ASRS guidebook, email support for ASRS-related questions, and information on enrolling in 403b savings plans to supplement retirement income. The organization also provides updates on the ASRS pension system and legislative issues affecting retirement.
    • Providing Information and Support on Retirement Systems
      Offers resources such as an ASRS guidebook and email support for ASRS-related questions, and provides updates on the ASRS pension system and legislative issues. The organization also provides information and support for enrolling in 403b savings plans.
    • Providing Retirement Information and Support
      Offers resources and support to members regarding retirement, including an ASRS guidebook, email support for ASRS-related questions, and information on enrolling in 403b savings plans to supplement retirement income. The organization also provides updates on the ASRS pension system.
    • Providing Retirement Information and Support
      Offers resources and support to members regarding retirement, including an ASRS guidebook, email support for ASRS-related questions, and information on enrolling in 403b savings plans to supplement retirement income.
financials · form 990EZ · fy2022
revenue
Total revenue$73K
Contributions & grants——
Program service revenue——
Investment income——
Other revenue$28
expenses
Total expenses$82K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits—
Grants paid out—
balance sheet
Total assets$148K
Cash—
Investments—
Liabilities—
Net assets$148K
4 years on record · 2019–2022 · YoY revenue -0.1%
leadership · form 990 part vii · fy2022

who runs it

board members · 11
  • BARBARA MATTESON — DIRECTOR AT-LARGE
  • CARMEN PETERS — DIRECTOR AT-LARGE
  • JEANNE ERICKSON — DIRECTOR AT-LARGE
  • JULIE COZAD — DIRECTOR AT-LARGE
  • LUCI MESSING — DIRECTOR AT-LARGE
  • MARIA LEYVA — DIRECTOR AT-LARGE
  • MARILYN CALHOUN — DIRECTOR AT-LARGE
  • MARILYN FREED — DIRECTOR AT-LARGE
  • MARSHALL MILITANO — DIRECTOR AT-LARGE
  • NANCY PUTMAN — DIRECTOR AT-LARGE
  • SHARIN MANES — DIRECTOR AT-LARGE
relationships · 15

who they work with

  • AEA Partner — Supports the aims and achievements of AEA.
  • AEA Southern Office Partner — Provides meeting space for the Tucson Chapter.
  • Arizona Alliance for Retired Americans Partner — Shares membership with AEA-Retired through a joint affiliation structure.
  • Arizona Retirement Security Coalition Coalition — Listed as associated with the Arizona Retirement Security Coalition, indicating coalition participation.
  • Arizona Retirement Security Coalition Partner — Partner organization, as indicated by a linked logo.
  • Arizona Retirement Security Coalition Partner — Valued partner linked through Action Network.
  • Citizens for an Ethical & Balanced Legislature (CEBL) Partner — Partner organization, as indicated by a linked logo.
  • Dr. Teresa Leyba Ruiz Partner — Guest speaker at a chapter meeting, identified as a candidate for AZ Superintendent for Public Instruction.
  • Elaine's Dining Room Partner — Provides lunch for the organization's meetings.
  • IHOP Partner — Meets at the IHOP on 83rd Ave & Bell Road.
  • Manda Lé Restaurant at Canyon de Flores Partner — Host venue for chapter meetings in Southeast Sierra Vista.
  • TEA Office Partner — Provides meeting space for the Tucson Chapter.
  • The Alliance for Retired Americans Coalition — Member of a national coalition.
  • The Beatitudes Campus Partner — Serves as the location for the organization's meetings.
  • The Public Pension Coalition Coalition — Member of a national coalition.