2026-07-15T16:48:13-05:00 2025-08-31 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2024-09-01 930243443 OREGON EDUCATION ASSOCIATION OREG 5036843300 6900 SW ATLANTA ST PORTLAND OR 97223 TRACEY-ANN NELSON EXECUTIVE DIRECTOR 5034952101 2026-07-15 1 0 MEGAN R RYAN P00737884 4254544919 2026-07-15 2024 2025-03-06 01:10:19Z ENRIQUE FARRERA 6900 SW ATLANTA ST PORTLAND OR 97223 30930700 0 X WWW.OREGONED.ORG X 1927 OR UNITE THE PUBLIC EDUCATION PROFESSION AND ADVOCATE FOR THOSE PROFESSIONALS TO ENSURE QUALITY PUBLIC EDUCATION FOR STUDENTS IN SCHOOLS. 45 42 119 67 0 0 1764108 2537694 25073664 26749920 2780355 1206827 614997 106082 30233124 30600523 1279531 880464 0 0 20760253 20550317 0 0 0 12244822 6791361 34284606 28222142 -4051482 2378381 62839328 68959324 28939942 26374881 33899386 42584443 UNITE THE PUBLIC EDUCATION PROFESSION AND TO ADVOCATE FOR THOSE PROFESSIONALS TO ENSURE QUALITY EDUCATION FOR STUDENTS IN OREGON. 0 0 THE CENTER FOR PUBLIC AFFAIRS IS DEDICATED TO HELPING EDUCATORS PUT IN TO PLACE PRO-PUBLIC EDUCATION LEGISLATION AT EVERY LEVEL OF GOVERNMENT THAT WILL PROMOTE GOOD PUBLIC EDUCATION POLICY AND PROTECT THE RIGHTS OF EDUCATORS. THE OREGON EDUCATION ASSOCIATION'S (OEA) OBJECTIVES GUIDE THE POLICY POSITIONS AT THE LEGISLATIVE LEVEL AND THE OEA PUBLIC AFFAIRS STAFF SERVE AS A RESOURCE ON POLICY ISSUES, SUCH AS: SCHOOL FUNDING; TEACHING AND LEARNING; LICENSURE; COLLECTIVE BARGAINING, PUBLIC EMPLOYMENT RETIREMENT SYSTEM (PERS); HEALTH CARE, AND; ELECTORAL ISSUES. THE CENTER FOR ADVOCACY AND AFFILIATE SERVICE WORKS WITH LOCAL LEADERS AND UNISERV STAFF TO PROVIDE DATA AND TRAINING IN ORDER TO USE INFORMED AND STRATEGIC APPROACHES TO BARGAINING AND ADVOCACY TO ENSURE A FAIR CONTRACT AND IMPROVED WORKING AND LEARNING CONDITIONS FOR OEA'S APPROXIMATELY 42,000 MEMBERS AND OREGON'S STUDENTS. THE CENTER FOR LEGAL SERVICES PROVIDES FINANCIAL AND CONSULTATIVE RESOURCES TO PROTECT THE LEGAL RIGHTS OF MEMBERS. STAFF ALSO COORDINATE REPRESENTATION AND TRAINING ON EMERGING LEGAL ISSUES. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 36 0 119 1 0 0 0 0 1 1 0 0 0 X 45 42 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X TRACEY-ANN NELSON 5036843300 6900 SW ATLANTA ST PORTLAND OR 97223 REED SCOTT-SCHWALBACH OUTGOING PRESIDENT 45.00 10.00 X X 161776 0 39216 ENRIQUE FARRERA INCOMING PRESIDENT / OUTGOING VP 45.00 10.00 X X 187825 0 64335 LINDSAY RAY INCOMING VICE PRESIDENT 45.00 10.00 X X 80942 0 28342 STEPHEN SIEGEL VP REGION I 10.00 2.00 X 6200 0 0 KELSY DUNLAP VP REGION II 10.00 2.00 X 6200 0 0 SARAH BARCLAY VP REGION III 10.00 2.00 X 6200 0 0 BRINDA NARAYAN-WOLD NEA DIRECTOR 10.00 2.00 X 6000 0 0 ADOLFO GARZA-CANO NEA DIRECTOR 10.00 2.00 X 4650 0 0 CHRIS EARLY NEA DIRECTOR 10.00 2.00 X 6200 0 0 MONICA WEATHERSBY EQUITY DIRECTOR 10.00 2.00 X X 115329 0 61100 BECKY TORRES ESP DIRECTOR 10.00 2.00 X 1500 0 0 LAURA LATHAM BOARD DIRECTOR 10.00 0.00 X 0 0 0 PATTI LAWRENCE BOARD DIRECTOR 10.00 0.00 X 0 0 0 JENNY UNDERHILL BOARD DIRECTOR 10.00 0.00 X 0 0 0 KIMBERLEY REED-ZAUBER BOARD DIRECTOR 10.00 0.00 X 0 0 0 ALEJANDRA SAECHAO BOARD DIRECTOR 10.00 0.00 X 0 0 0 EMILY QUINDRY BOARD DIRECTOR 10.00 0.00 X 0 0 0 BOBBIE WILLIS BOARD DIRECTOR 10.00 0.00 X 0 0 0 BECKY CRANE BOARD DIRECTOR 10.00 0.00 X 0 0 0 JESSICA COLBURN BOARD DIRECTOR 10.00 0.00 X 0 0 0 CINDY DOUGHARITY-SPENCER BOARD DIRECTOR 10.00 0.00 X 0 0 0 JENNIFER DORSEY BOARD DIRECTOR 10.00 0.00 X 0 0 0 CHRIS SCHWEIZER BOARD DIRECTOR 10.00 0.00 X 0 0 0 ELIZABETH THIEL BOARD DIRECTOR 10.00 0.00 X 0 0 0 GWEN SULLIVAN BOARD DIRECTOR 10.00 0.00 X 0 0 0 CHRISTA SCHMEDER BOARD DIRECTOR 10.00 0.00 X 0 0 0 CHARLENE BAKER BOARD DIRECTOR 10.00 0.00 X 0 0 0 LISA MCCREADY BOARD DIRECTOR 10.00 0.00 X 0 0 0 VALERIE SCHILLER BOARD DIRECTOR 10.00 0.00 X 0 0 0 JULIA BARTO BOARD DIRECTOR 10.00 0.00 X 0 0 0 ANDREW DENNIS BOARD DIRECTOR 10.00 0.00 X 0 0 0 GIANNA SIMON BOARD DIRECTOR 10.00 0.00 X 0 0 0 LAURA WARREN BOARD DIRECTOR 10.00 0.00 X 0 0 0 HELEN JACOBS BOARD DIRECTOR 10.00 0.00 X 0 0 0 JODI KETCHUM BOARD DIRECTOR 10.00 0.00 X 0 0 0 CYNTHIA VAUGHAN BOARD DIRECTOR 10.00 0.00 X 0 0 0 IVANA TURNER BOARD DIRECTOR 10.00 0.00 X 0 0 0 MARTIN KWON BOARD DIRECTOR 10.00 0.00 X 0 0 0 SCOTT PERKINS BOARD DIRECTOR 10.00 0.00 X 0 0 0 BRIAN ZAUBER REED BOARD DIRECTOR 10.00 0.00 X 0 0 0 MARC DANA BOARD DIRECTOR 10.00 0.00 X 0 0 0 JEN SCHNEIDER BOARD DIRECTOR 10.00 0.00 X 0 0 0 AL RABCHUK BOARD DIRECTOR 10.00 0.00 X 0 0 0 JOHN HASEGAWA BOARD DIRECTOR 10.00 0.00 X 0 0 0 CHRISTOPHER ZIMMERLY-BECK BOARD DIRECTOR 10.00 0.00 X 0 0 0 DANNY ADZIMA BOARD DIRECTOR 10.00 0.00 X 0 0 0 KEVIN LOSS INCOMING BOARD DIRECTOR 10.00 0.00 X 0 0 0 TRACY CATES INCOMING BOARD DIRECTOR 10.00 0.00 X 0 0 0 LEAH KYLE INCOMING BOARD DIRECTOR 10.00 0.00 X 0 0 0 EMILY GOLDEN-FIELDS INCOMING BOARD DIRECTOR 10.00 0.00 X 0 0 0 MARGARET ANDERSON INCOMING BOARD DIRECTOR 10.00 0.00 X 0 0 0 VANESSA HERNANDEZ INCOMING BOARD DIRECTOR 10.00 0.00 X 0 0 0 AMANDA KASSAB INCOMING BOARD DIRECTOR 10.00 0.00 X 0 0 0 JENNIFER FALKOWSKI INCOMING BOARD DIRECTOR 10.00 0.00 X 0 0 0 MARIANA FISHER INCOMING BOARD DIRECTOR 10.00 0.00 X 0 0 0 LISA DANSKIN INCOMING BOARD DIRECTOR 10.00 0.00 X 0 0 0 KALI INGERSON INCOMING BOARD DIRECTOR 10.00 0.00 X 0 0 0 ALEXANDER WODZINSKI INCOMING BOARD DIRECTOR 10.00 0.00 X 0 0 0 GIGI WHISLER INCOMING BOARD DIRECTOR 10.00 0.00 X 0 0 0 TRACEY-ANN M NELSON EXECUTIVE DIRECTOR 45.00 4.00 X 213436 0 143843 ROBERT STACKHOUSE CHIEF FINANCIAL OFFICER 45.00 0.00 X 187930 0 109956 EVAN M WICKERSHAM DIR ADV & AFFILIATE SVCS 45.00 0.00 X 175054 0 110584 EMILY MCLAIN DIR PROF EXCELLENCE & POLICY 45.00 0.00 X 175566 0 38400 PETER M BROGAN ADVOCACY & AFFILIATE SVCS MANAGER 45.00 0.00 X 173387 0 87515 DANIEL G HERNANDEZ DIR OF INF TECHNOLOGY 45.00 0.00 X 153838 0 139887 MELISA J KERN DIR HR & FACILITIES MGMT 45.00 0.00 X 154396 0 89268 RYAN OLDS UNISERV CONSULTANT 45.00 0.00 X 190304 0 56724 KENNETH VOLANTE UNISERV CONSULTANT 45.00 0.00 X 172453 0 140526 HENRY KIM UNISERV CONSULTANT 45.00 0.00 X 172474 0 144442 AMBER COOPER UNISERV CONSULTANT 45.00 0.00 X 171322 0 79009 DANIEL O'DONNELL UNISERV CONSULTANT 45.00 0.00 X 170232 0 51673 2693214 0 1384820 61 0 1 0 MCKANNA BISHOP JOFFE LLLP 1635 NW JOHNSON ST PORTLAND OR 972092310 LEGAL 507589 TEDESCO LAW GROUP LLC 1316 NE BROADWAY ST UNIT A PORTLAND OR 97232 LEGAL 429650 STOEL-RIVES 760 SW NINTH AVE STE 3000 PORTLAND OR 972052587 LEGAL 231552 BENNETT HARTMAN MORRIS & KAPLAN LLP 210 SW MORRISON STREET 500 PORTLAND OR 972043149 LEGAL 135497 4 2537694 2537694 MBR DUES & ASSESSMENTS 813930 26749920 26749920 26749920 1171488 1171488 270381 260082 10299 10299 10299 105434 70095 35339 35339 35339 REIMBURSEMENTS 900099 83057 83057 TRAVEL COMMISSIONS 900099 8226 8226 JACKSON CTY PAYMENT 900099 4000 4000 500 500 95783 30600523 26749920 0 1312909 873453 7011 2344087 9571138 3703221 3876887 1054984 1461392 133511 105431 248804 30720 282142 711179 1131319 914439 155549 95135 482157 5237 STRIKE SUPPORT PAYMENTS 762000 PROGRAM SUPPLIES 164584 CADRE SERVICES 46200 SUB REIMBURSEMENT 27104 34458 28222142 11477591 13437552 6588513 6318172 305943 219428 178 384112 166764 14677320 10090851 4972895 4586469 37102891 41685701 46695 0 1960688 2545060 62839328 68959324 1235492 1496294 2479092 2428695 25225358 22449892 28939942 26374881 X 33105361 42499406 794025 85037 33899386 42584443 62839328 68959324 X 2378381 3211076 4434 3091166 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 496789 OREGON EDUCATION ASSOCIATION -PAC 6900 SW ATLANTA ST PORTLAND OR 97223 930674840 339873 PORTLAND ASSOC OF TEACHERS - PAC 345 NE 8TH PORTLAND OR 97232 930557517 38342 DEMOCRATIC PARTY OF OREGON 1220 SW MORRISON ST SUITE 910 PORTLAND OR 97205 930404755 1000 EMERGE OREGON PO BOX 3493 PORTLAND OR 97208 264149141 5000 FRIENDS OF MT HOOD CMTY COLLEGE PO BOX 42307 PORTLAND OR 97242 611755412 250 NEA FD FOR CHILDREN & PUB ED 1201 16TH STREET NW STE 519 WASHINGTON DC 20036 521140991 150 OUR OREGON 525 NE OREGON STREET STE 430 PORTLAND OR 97232 651247426 155000 YES FOR GLADSTONE SCHOOLS PO BOX 42307 PORTLAND OR 97242 422441770 300 1 0 0 PART I-A, LINE 1: INTERNAL COMMUNICATIONS AND POLITICAL ORGANIZING WITH MEMBERS (NOT THE GENERAL PUBLIC) INCLUDING CANDIDATE RECOMMENDATIONS IN OEA TODAY MAGAZINE AND DIRECT MAIL. 615167 615167 11842535 8130312 3712223 140000 42000 98000 2015375 1879874 135501 64243 38665 25578 4586469 POST RETIREMENT BENEFIT OBLIGATION 8404829 ACCRUED PENSION COSTS 8703440 DEFERRED COMPENSATION LIABILITY 1021617 ERP LIABILITY 1922381 TENANT SECURITY DEPOSITS 835543 OPERATING LEASE LIABILITY 1558834 OTHER LIABILITIES 3248 22449892 37061850 3211076 3095600 6306676 30755174 105431 -260082 -154651 30600523 28376793 260082 260082 28116711 105431 105431 28222142 PART XI, LINE 2D - OTHER ADJUSTMENTS: ACTUARIAL ADJUSTMENTS REPORTED ON PART XI 3,091,166. PRIOR PERIOD ADJUSTMENT INCLUDED IN REVENUES ON AUDITED FINANCIAL STATEMENTS 4,434. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED ON PART VIII -260,082. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED ON PART VIII 260,082. 0 OUR OREGON 525 NE OREGON ST SUITE 430 PORTLAND OR 97232 651247426 501(C)4 457500 0 GENERAL SUPPORT BEAVERTON EA 17933 NW EVERGREEN PLACE SUITE 220 BEAVERTON OR 97006 943144630 501(C)5 119744 0 GENERAL SUPPORT FAMILY FORWARD ACTION 3934 NE MLK JR BLVD 204 PORTLAND OR 97212 800697682 501(C)4 50000 0 GENERAL SUPPORT NORC UNISERVE COUNCIL 17933 NW EVERGREEN PLACE SUITE 220 BEAVERTON OR 97006 15000 0 SUPPORT MEMBER ORGANIZING ACTIVITIES OREGON LABOR CANDIDATE SCHOOL PO BOX 86161 PORTLAND OR 97286 455341099 501(C)4 15000 0 GENERAL SUPPORT PEOPLE'S INDEPENDENT COMMISSION PO BOX 42307 PORTLAND OR 97242 994748656 501(C)4 11000 0 GENERAL SUPPORT 0 6 RELIEF FUND 11 7011 PART I, LINE 2: AMOUNTS PAID BY OEA TO ORGANIZATIONS ARE CONSIDERED UNRESTRICTED CONTRIBUTIONS TO THE RECEIVING ORGANIZATION'S GENERAL OPERATING ACTIVITIES AND ARE GENERALLY UNRESTRICTED. THERE IS NO REPORTING REQUIREMENT BY THE RECEIVING ORGANIZATION TO OEA REGARDING THE USE OF THE FUNDS AND THERE IS NO REQUIREMENT TO PERFORM SERVICES OR RETURN THE FUNDS IF RESTRICTIONS ARE NOT MET. X X X X 0 0 0 TRACEY-ANN M NELSON EXECUTIVE DIRECTOR 213436 0 0 0 0 0 100042 0 43801 0 357279 0 0 0 HENRY KIM UNISERV CONSULTANT 172474 0 0 0 0 0 100150 0 44292 0 316916 0 0 0 KENNETH VOLANTE UNISERV CONSULTANT 172453 0 0 0 0 0 104365 0 36161 0 312979 0 0 0 ROBERT STACKHOUSE CHIEF FINANCIAL OFFICER 187930 0 0 0 0 0 65779 0 44177 0 297886 0 0 0 DANIEL G HERNANDEZ DIR OF INF TECHNOLOGY 153838 0 0 0 0 0 95595 0 44292 0 293725 0 0 0 EVAN M WICKERSHAM DIR ADV & AFFILIATE SVCS 175054 0 0 0 0 0 66292 0 44292 0 285638 0 0 0 PETER M BROGAN ADVOCACY & AFFILIATE SVCS MANAGER 173387 0 0 0 0 0 52321 0 35194 0 260902 0 0 0 ENRIQUE FARRERA INCOMING PRESIDENT / OUTGOING VP 187825 0 0 0 0 0 28174 0 36161 0 252160 0 0 0 AMBER COOPER UNISERV CONSULTANT 171322 0 0 0 0 0 34717 0 44292 0 250331 0 0 0 RYAN OLDS UNISERV CONSULTANT 190304 0 0 0 0 0 41080 0 15644 0 247028 0 0 0 MELISA J KERN DIR HR & FACILITIES MGMT 154396 0 0 0 0 0 53107 0 36161 0 243664 0 0 0 DANIEL O'DONNELL UNISERV CONSULTANT 170232 0 0 0 0 0 36029 0 15644 0 221905 0 0 0 EMILY MCLAIN DIR PROF EXCELLENCE & POLICY 175566 0 0 0 0 0 22756 0 15644 0 213966 0 0 0 REED SCOTT-SCHWALBACH OUTGOING PRESIDENT 161776 0 0 0 0 0 24266 0 14950 0 200992 0 0 0 MONICA WEATHERSBY EQUITY DIRECTOR 115329 0 0 0 0 0 17299 0 43801 0 176429 0 0 0 FORM 990, PART I, LINE 6: IN FY25, 67 VOLUNTEERS SERVED ON VARIOUS COMMITTEES RELATED TO UNION AND EDUCATIONAL ISSUES. 35 INDIVIDUALS SERVED UNCOMPENSATED (WITHOUT STIPEND) ON BOARD POSITIONS. FORM 990, PART VI, SECTION A, LINE 6 OEA HAS MEMBERS WHO ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A OEA MEMBERS HAVE THE POWER TO ELECT BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BEFORE FILING BY THE ORGANIZATION'S MANAGEMENT. THE 990 IS FURNISHED TO THE BOARD OF DIRECTORS IN CONJUNCTION WITH FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS APPROVED THE WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES EACH OFFICER, BOARD MEMBER, ELECTED OFFICER AND KEY MANAGEMENT TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: ACTUARIAL ADJUSTMENTS 3,091,166. OREGON EDUCATION ASSOCIATION FOUNDATION 6900 SW ATLANTA STREET PORTLAND OR 97223 931188463 SUPPORT PUBLIC SCHOOL EDUCATORS AND STUDENTS OR 501(C)(3) LINE 10 OREGON EDUCATION ASSOCIATION 1 OEA CHOICE TRUST 6900 SW ATLANTA STREET PORTLAND OR 97223 930763726 HEALTH AND WELFARE BENEFITS FOR OREGON PUBLIC SCHOOL EDUCATORS OR 501(C)(9) OREGON EDUCATION ASSOCIATION 1 OREGON EDUCATION ASSOCIATON - PAC 6900 SW ATLANTA STREET PORTLAND OR 97223 930674840 POLITICAL ACTION COMMITTEE OR 527 OREGON EDUCATION ASSOCIATION 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 1 1 OEA CHOICE TRUST J 91924 BOOK OREGON EDUCATION ASSOCIATION - PAC R 339873 BOOK