STRATEGY STUDIO / PUBLIC DATA EXPLORER

AMERICAN FEDERATION OF TEACHERS: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
AMERICAN FEDERATION OF TEACHERS (EIN 93-0803139)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-15
IRS object ID
202441369349315044
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-15T17:01:39-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWNPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 EXECUTIVE PARKWAY SUITE 400AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930803139EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN FEDERATION OF TEACHERSBusinessNameLine1Txt
Business Name Line2OREGON FEDERATION 5017BusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% ZENAIDO GONZALEZInCareOfNm
Business Name ControlAMERBusinessNameControlTxt
Phone5036579974PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111560 SW 67TH AVENUE Suite 100AddressLine1Txt
CityTIGARDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97223ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARINA ROHERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5036579974PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSARINAPersonFirstNm
Person LastROHERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES N BROWNINGPreparerPersonNm
PTINP01451906PTIN
Phone9252779100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSARINA ROHERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111560 SW 67TH AVENUE100AddressLine1Txt
CityTIGARDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97223ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,605,235GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.OFNHP.ORGWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1979FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee46TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$16,732PYContributionsGrantsAmt
CY Contributions Grants$12,960CYContributionsGrantsAmt
PY Program Service Revenue$5,135,311PYProgramServiceRevenueAmt
CY Program Service Revenue$5,430,169CYProgramServiceRevenueAmt
PY Investment Income$636PYInvestmentIncomeAmt
CY Investment Income$2,675CYInvestmentIncomeAmt
PY Other Revenue$57,436PYOtherRevenueAmt
CY Other Revenue$96,135CYOtherRevenueAmt
PY Total Revenue$5,210,115PYTotalRevenueAmt
CY Total Revenue$5,541,939CYTotalRevenueAmt
PY Grants And Similar Paid$300PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,759,328PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,882,511CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,388,354PYOtherExpensesAmt
CY Other Expenses$2,505,506CYOtherExpensesAmt
PY Total Expenses$5,147,982PYTotalExpensesAmt
CY Total Expenses$5,388,017CYTotalExpensesAmt
PY Revenues Less Expenses$62,133PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$153,922CYRevenuesLessExpensesAmt
Total Assets BOY$5,718,255TotalAssetsBOYAmt
Total Assets EOY$5,913,655TotalAssetsEOYAmt
Total Liabilities BOY$4,027,055TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,054,831TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,691,200NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,858,824NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescSEE SCHEDULE ODesc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyYes (true)PoliticalCampaignActyInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee46EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonZENAIDO GONZALEZPersonNm
Phone5036579974PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111560 SW 67TH AVE SUITE 100AddressLine1Txt
CityTIGARDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97223ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerInd
AARON PEARL
INTERNAL ORGANIZER40.00.0Yes (X)$121,856$0$43,135
ZENAIDO GONZALEZ REYNA
FINANCE DIRECTOR40.00.0Yes (X)$137,421$0$26,769
KEELY GLASSLEY
OPERATIONS DIRECTOR40.00.0Yes (X)$127,844$0$33,776
SHANE BURLEY
COMMUNICATIONS ORGANIZER40.00.0Yes (X)$121,856$0$37,176
LAURIE KELLY
INTERNAL ORGANIZER40.00.0Yes (X)$129,101$0$26,186
JONATHON BAKER
PRESIDENT40.00.0$99,488$0$18,438Yes (X)Yes (X)
KRISTA LEHAN
VICE-PRESIDENT2.00.0$40,826$0$0Yes (X)Yes (X)
SARINA ROHER
SECRETARY2.00.0$39,512$0$0Yes (X)Yes (X)
NICOLE JONES
TREASURER2.00.0$23,231$0$0Yes (X)Yes (X)
TREVOR DERRICK
TECH BU KP VICE CHAIR2.00.0$14,770$0$0Yes (X)
HANNAH WINCHESTER
PRO BU KP VICE CHAIR2.00.1$13,801$0$0Yes (X)
ROBIN HENDRIX
TECH BU PHSH CHAIR2.00.0$11,547$0$0Yes (X)
JERRY LEMMONS
TECH BU KP CHAIR2.00.0$9,778$0$0Yes (X)
JERRY CHIDESTER
SERV-MAINT BU PHSW VICE CHAIR2.00.0$6,660$0$0Yes (X)
NICOLE BRUN-COTTAN
PRO BU KP VICE CHAIR - PAST2.00.1$2,075$0$0Yes (X)
JODI ATTEBERRY
SERV-MAINT-MAINT BU PHSW CHAIR2.00.0$1,702$0$0Yes (X)
JAMIE DOBBS
RN BU KP VICE CHAIR2.00.0$1,562$0$0Yes (X)
ALICIA SHEPROW
PRO BU KP CHAIR - PAST2.00.0$0$0$0Yes (X)
CAROL FAULKNER
LAB PRO BU KP CHAIR2.00.0$0$0$0Yes (X)
CAROLYN FJELSTAD
ONA BU KP CHAIR2.00.0$0$0$0Yes (X)
JEREMY GARDNER
PRO BU KP CHAIR2.00.0$0$0$0Yes (X)
SHAWNA ROSS
TECH BU PHSW CHAir2.00.0$0$0$0Yes (X)
KERI FERRARO
TECH BU KP CHAIR - PAST2.00.1$0$0$0Yes (X)
JOSHUA HOLT
RN BU KP CHAIR2.00.0$0$0$0Yes (X)
KATIE JOHNSON
RN BU KP VICE CHAIR2.00.0$0$0$0Yes (X)
LEILA JOHNSON
LAB PRO BU PHLV CHAIR2.00.0$0$0$0Yes (X)
LINDA GIPSON
LAB PRO BU PHLV CHAIR - PAST2.00.0$0$0$0Yes (X)
MAAROF SADIQ
RDH BU KP CHAIR2.00.0$0$0$0Yes (X)
SHIRLEE MOREHOUSE
LAB PRO BU KP CHAIR2.00.0$0$0$0Yes (X)
TOM STEWART
TECH BU ST. CHARLES CHAIR2.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$903,030TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$185,480TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonTEDESCO LAW GROUPPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11316 NE BROADWAY UNIT AAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97232ZIPCd
FieldValueIRS element (for citing)
ServicesLEGAL SERVICESServicesDesc
Compensation$186,048CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$12,960AllOtherContributionsAmt
Total Contributions$12,960TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMEMBERSHIP DUES & ASSESSMENTSDesc
Business900099BusinessCd
Total Revenue Column$5,430,169TotalRevenueColumnAmt
Related Or Exempt Func Income$5,430,169RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$5,430,169TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,675TotalRevenueColumnAmt
Exclusion$2,675ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$26,735RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$63,296RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$36,561RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$36,561TotalRevenueColumnAmt
Exclusion-$36,561ExclusionAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
AFT REIMBURSEMENTS900099$118,807$118,807
REFUNDS900099$13,889$13,889
FieldValueIRS element (for citing)
Other Revenue Total$132,696OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,541,939TotalRevenueColumnAmt
Related Or Exempt Func Income$5,562,865RelatedOrExemptFuncIncomeAmt
Exclusion-$33,886ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$417,078TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,806,593TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$223,975TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$227,582TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$207,283TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$331,520TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$29,905TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,216TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$22,198TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$83,459TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$106,216TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$278,217TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$61,869TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$52,367TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$32,449TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$1,215,955TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$125,128TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$46,406TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
ORGANIZING AND BARGAINING$14,446
MEMBER SERVICES$47,304
KAISER ALLIANCE$54,316
MISCELLANEOUS$2,535

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,388,017TotalAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$241,326BOYAmt
EOY$516,695EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$655,065BOYAmt
EOY$657,221EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$260,996BOYAmt
EOY$127,381EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$32,685BOYAmt
EOY$268EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,062,775LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$537,482LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,505,632BOYAmt
EOY$4,525,293EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$22,551BOYAmt
EOY$86,797EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,718,255BOYAmt
EOY$5,913,655EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$342,992BOYAmt
EOY$465,159EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$3,139,296BOYAmt
EOY$3,050,397EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$544,767BOYAmt
EOY$539,275EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,027,055BOYAmt
EOY$4,054,831EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,638,337BOYAmt
EOY$1,806,051EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$52,863BOYAmt
EOY$52,773EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,691,200BOYAmt
EOY$1,858,824EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,718,255BOYAmt
EOY$5,913,655EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$153,922ReconcilationRevenueExpnssAmt
Prior Period Adjustments$13,702PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$0PoliticalExpendituresAmt
Volunteer Hours0VolunteerHoursCnt
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
Substantially All Dues NondedYes (true)SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (true)OnlyInHouseLobbyingInd
Agree Carryover Prior YearfalseAgreeCarryoverPriorYearInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceAdditional InformationFormAndLineReferenceDesc
ExplanationThe organization sponsors a political action committee, OFNHP AFT 5017 Political Action Committee (PAC) to make political contributions to state and local candidates. The PAC is funded from member contribution rebates directly received from the International Union, American Federation of Teachers. The PAC is also funded by voluntary member donations paid THROUGH APPROVED PAYROLL DEDUCTIONS. OFNHP DOES NOT CONTRIBUTE MEMBER DUES TO THE PAC OR POLITICAL CANDIDATES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,254,598OtherCostOrOtherBasisAmt
Book Value$1,254,598BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,433,683OtherCostOrOtherBasisAmt
Depreciation$477,059DepreciationAmt
Book Value$1,956,624BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,349,949OtherCostOrOtherBasisAmt
Depreciation$60,423DepreciationAmt
Book Value$1,289,526BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,545OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$24,545BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,525,293TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
TENANT SECURITY DEPOSITS HELD$4,138
WITHDRAWAL LIABILITY$465,102
LEASE LIABILITIES$70,035
FieldValueIRS element (for citing)
Total Liability$539,275TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationAccounting principles generally accepted in the United States of America require management to evaluate the tax positions taken by the Local and to recognize a tax liability if the Local has taken an uncertain position that, more likely than not, would not be sustained upon examination by the Internal Revenue Service. The Local has analyzed the tax positions taken by the Local and has concluded that, as of June 30, 2023 and 2022, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the consolidated financial statements. The Local is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ZENAIDO GONZALEZ REYNA
FINANCE DIRECTOR$137,421$0$0$0$0$0$26,769$0$0$0$164,190$0$0$0
LAURIE KELLY
INTERNAL ORGANIZER$129,101$0$0$0$0$0$26,186$0$0$0$155,287$0$0$0
KEELY GLASSLEY
OPERATIONS DIRECTOR$127,844$0$0$0$0$0$33,776$0$0$0$161,620$0$0$0
SHANE BURLEY
COMMUNICATIONS ORGANIZER$121,856$0$0$0$0$0$37,176$0$0$0$159,032$0$0$0
AARON PEARL
INTERNAL ORGANIZER$121,856$0$0$0$0$0$43,135$0$0$0$164,991$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PARTS I AND III, LINE 1:SERVICED MANY MEMBERS WITH GRIEVANCES AND OTHER EMPLOYMENT AND CONTRACT RELATED MATTERS. THE ORGANIZATION PROMOTES HEALTH CARE WITHIN THE COMMUNITY AND SEEKS TO EDUCATE THE COMMUNITY MEMBERS ABOUT HEALTH RISKS AND HOW TO LIVE HEALTHIER LIVES.
FORM 990, PART III, LINE 4A:THE UNION REPRESENTS APPROXIMATELY 5,500 HEALTH CARE WORKERS AT KAISER, ST. CHARLES HEALTH AND PEACEHEALTH FACILITIES IN THE GREATER PORTLAND, OREGON AND VANCOUVER, WASHINGTON AREA AS WELL AS BEND, OREGON. THE UNION EMPLOYED FULL-TIME STAFF TO SERVE MEMBERS' NEEDS AND TO PROVIDE REPRESENTATION IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS. THE LOCAL KEEPS MEMBERS INFORMED ABOUT WORKPLACE ISSUES AND LABOR MANAGEMENT RELATIONS THROUGH MEETINGS, PUBLICATIONS, ETC. THE UNION ALSO PROVIDES CONTRACTUAL, EMPLOYMENT RELATED, LEGAL ASSISTANCE AND INCREASES MEMBERSHIP THROUGH RECRUITING PROSPECTIVE MEMBERS AND ORGANIZING NEW BARGAINING UNITS. THE LOCAL NEGOTIATES CONTRACTS FOR MEMBERS THROUGH THE COLLECTIVE BARGAINING PROCESS.
FORM 990, PART VI, SECTION A, LINE 6:MEMBERS INCLUDE REGULAR ACTIVE, RETIRED AND RELIGIOUS EXEMPT MEMBERS. ONLY THE REGULAR ACTIVE MEMBERS ARE ELIGIBLE TO VOTE.
FORM 990, PART VI, SECTION A, LINE 7A:REGULAR ACTIVE MEMBERS IN GOOD STANDING ELECT ALL OFFICERS AND CHAIRPERSONS OF THE ORGANIZATION'S GOVERNING BODY (EXECUTIVE BOARD) BY A SECRET BALLOT VOTE ANNUALLY, WITH TERMS TWO YEARS IN DURATION FOR EACH POSITION.
FORM 990, PART VI, SECTION A, LINE 7B:GENERAL PRACTICE HAS BEEN THAT MOST OF THE DECISIONS MADE BY THE GOVERNING BODY ARE APPROVED BY A MAJORITY VOTE OF THE GOVERNING BODY. RATIFICATION OF THE EMPLOYER CONTRACT AND OTHER MAJOR DECISIONS ARE PUT TO A VOTE OF THE REGULAR ACTIVE MEMBERS.
FORM 990, PART VI, SECTION A, LINE 8B:THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 11B:THE FORM 990 IS REVIEWED BY THE TREASURER AND PRESIDENT PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C:ANNUALLY, THE OFFICERS, COUNCIL MEMBERS AND STAFF DISCLOSE INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST UNDER THE POLICY. SUCH DISCLOSURE IS MADE ON A DISCLOSURE AND ACKNOWLEDGMENT FORM AND FILED WITH THE SECRETARY OF THE UNION. THE SECRETARY OR DESIGNEE MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15A:COMPENSATION REVIEW & APPROVAL PROCESS - CEO & TOP MANAGEMENT A SUBCOMMITTEE CONTAINING MEMBERS OF THE BOARD WERE SELECTED BY THE BOARD MEMBERS. THE COMMITTEE CREATED AN APPROPRIATE COMPENSATION PACKAGE FOR THE OFFICE OF THE EXECUTIVE PRESIDENT. THE COMMITTEE BROUGHT THE RECOMMENDATION TO THE BOARD FOR DECISION AND FOR A VOTE OF APPROVAL WITH THE ACTION INCLUDED IN THE BOARD MINUTES. WHEN DETERMINING COMPENSATION THE COMMITTEE LOOKED AT THE COMPARABILITY DATA FROM OTHER SIMILAR LABOR UNIONS AND THE RATE OF PAY THE INDIVIDUAL RECEIVED WHILE WORKING FOR THE REPRESENTED EMPLOYER.
FORM 990, PART VI, SECTION C, LINE 19:GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE EXECUTIVE BOARD ASSUMES RESPONSIBILITY FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE.
FORM 990, PART X:CERTAIN AMOUNTS FROM PRIOR YEAR HAVE BEEN RECLASSED TO CONFORM TO THE CURRENT YEAR PRESENTATION.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line111560 SW 67th LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111560 SW 67th AveAddressLine1Txt
CityTigardCityNm
State AbbreviationORStateAbbreviationCd
ZIP97223ZIPCd
FieldValueIRS element (for citing)
EIN843589355EIN
Primary ActivitiesSEE PART VIIPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd
Total Income$26,735TotalIncomeAmt
End Of Year Assets$4,054,873EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SEE PART VIIBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1OFNHP AFT 5017 POLITICAL ACTION COMMITTEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 NE IRVING ST SUITE 575AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97232ZIPCd
FieldValueIRS element (for citing)
EIN471908137EIN
Primary ActivitiesSEE PART VIIPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd
Exempt Code Section527ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SEE PART VIIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, IDENTIFICATION OF DISREGARDED ENTITIES:NAME OF RELATED ORGANIZATION: 11560 SW 67TH, LLC Primary activity: REAL ESTATE HOLDING CO. DIRECT CONTROLLING ENTITY: AMERICAN FEDERATION OF TEACHERS OREGON FEDERATION 5017
PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS:NAME OF RELATED ORGANIZATION: OFNHP AFT 5017 POLITICAL ACTION COMMITTEE Primary activity: POLITICAL CONTRIBUTIONS TO STATE AND LOCAL CANDIDATES DIRECT CONTROLLING ENTITY: AMERICAN FEDERATION OF TEACHERS OREGON FEDERATION 5017