OREGON EDUCATION ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OREGON EDUCATION ASSOCIATION (EIN 93-0243443)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-07-15
- IRS object ID
- 202421979349301797
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-15T20:00:48-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH ST STE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930243443 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON EDUCATION ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5036843300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 SW ATLANTA ST | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACEY-ANN NELSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5034952101 | PhoneNum |
| Signature | 2024-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRACEY-ANN | PersonFirstNm |
| Person Last | NELSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN R RYAN | PreparerPersonNm |
| PTIN | P00737884 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2024-07-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REED SCOTT-SCHWALBACH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 SW ATLANTA ST | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,255,148 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.OREGONED.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1927 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | UNITE THE PUBLIC EDUCATION PROFESSION AND ADVOCATE FOR THOSE PROFESSIONALS TO ENSURE QUALITY PUBLIC EDUCATION FOR STUDENTS IN SCHOOLS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 205 | TotalEmployeeCnt |
| Total Volunteers | 185 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,717,308 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,589,128 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,332,008 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,110,887 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,352,606 | PYInvestmentIncomeAmt |
| CY Investment Income | $965,342 | CYInvestmentIncomeAmt |
| PY Other Revenue | $365,030 | PYOtherRevenueAmt |
| CY Other Revenue | $384,117 | CYOtherRevenueAmt |
| PY Total Revenue | $25,766,952 | PYTotalRevenueAmt |
| CY Total Revenue | $27,049,474 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,739,350 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $723,282 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,012,542 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,201,052 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,821,821 | PYOtherExpensesAmt |
| CY Other Expenses | $5,781,157 | CYOtherExpensesAmt |
| PY Total Expenses | $29,573,713 | PYTotalExpensesAmt |
| CY Total Expenses | $26,705,491 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,806,761 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $343,983 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $62,321,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,306,798 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,047,526 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,388,893 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,274,073 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,917,905 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITE THE PUBLIC EDUCATION PROFESSION AND TO ADVOCATE FOR THOSE PROFESSIONALS TO ENSURE QUALITY EDUCATION FOR STUDENTS IN OREGON. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE CENTER FOR GREAT PUBLIC SCHOOLS SUPPORTS MEMBERS ON PROFESSIONAL PRACTICE ISSUES BY PROVIDING PROFESSIONAL DEVELOPMENT, LEADERSHIP TRAINING, AND TOOLS AND RESOURCES ON SCHOOL-WIDE COLLABORATIVE PROFESSIONAL LEARNING MENTORSHIP AND PEER ASSISTANCE EDUCATOR EVALUATION EQUITY AND DIVERSITY SPECIAL EDUCATION, AND MORE AT THE LOCAL AND STATEWIDE LEVEL. IT ALSO PROVIDES DIRECT SUPPORT FOR EDUCATORS ON LICENSURE AND ADVANCED CERTIFICATION. UNION SCHOOL PROVIDES SUPPORT WORKING WITH LOCALS TO BUILD OEA'S PROFESSIONAL VOICE IN DECISIONS THAT AFFECT PUBLIC EDUCATION AND CREATE STRONGER RELATIONSHIPS WITH THEIR COMMUNITY TO DEFEND AND PROMOTE PUBLIC EDUCATION. A CATALOG OF TRAININGS IS OFFERED, INCLUDING THE SUMMER LEADERSHIP CONFERENCE, FOR MEMBERS AS A CONTINUUM OF EDUCATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 205 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACEY-ANN NELSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5036843300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 SW ATLANTA ST | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97223 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (69 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| REED A SCOTT-SCHWALBACH | |||||||||
| PRESIDENT | 45.00 | 12.00 | Yes (X) | Yes (X) | $184,912 | $0 | $21,814 | ||
| ENRIQUE FARRERA | |||||||||
| VICE PRESIDENT | 45.00 | 12.00 | Yes (X) | Yes (X) | $160,647 | $0 | $24,440 | ||
| JENNIFER L SCURLOCK | |||||||||
| NEA DIRECTOR | 10.00 | 0.00 | Yes (X) | $6,541 | $0 | $0 | |||
| CHRISTOPHER ZIMMERLY-BECK | |||||||||
| DIRECTOR REGION 1 | 10.00 | 0.00 | Yes (X) | $2,739 | $0 | $0 | |||
| SAMANTHA PIERS-VANDERPLOEG | |||||||||
| ESP DIRECTOR | 10.00 | 0.00 | Yes (X) | $900 | $0 | $0 | |||
| LAURA WARREN | |||||||||
| DIRECTOR REGION I | 10.00 | 1.00 | Yes (X) | $870 | $0 | $0 | |||
| LOURDES CRUZ-RUIZ | |||||||||
| EQUITY DIRECTOR | 10.00 | 0.00 | Yes (X) | $600 | $0 | $0 | |||
| TJ LUNGER | |||||||||
| ESP DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA LATHAM | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRINDA NARAYAN-WOLD | |||||||||
| NEA DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATTI LAWRENCE | |||||||||
| DIRECTOR REGION III | 10.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNY UNDERHILL | |||||||||
| DIRECTOR RGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KELSY DUNLAP | |||||||||
| DIRECTOR REGION II | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEJANDRA SAECHAO | |||||||||
| DIRECTOR REGION II | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FORREST COOPER | |||||||||
| DIRECTOR REGION III | 10.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOBBIE WILLIS | |||||||||
| DIRECTOR REGION II | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BECKY CRANE | |||||||||
| DIRECTOR REGION III | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH BARCLAY | |||||||||
| DIRECTOR REGION III | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CINDY DOUGHARITY-SPENCER | |||||||||
| DIRECTOR REGION III | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER DORSEY | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW OLESON | |||||||||
| DIRECTOR REGION I | 10.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH THIEL | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GWEN SULIVAN | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTA SCHMEDER | |||||||||
| DIRECTOR REGION II | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLENE BAKER | |||||||||
| DIRECTOR REGION III | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIA BARTO | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW DENNIS | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GIANNA SIMON | |||||||||
| DIRECTOR REGION II | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HELEN JACOBS | |||||||||
| DIRECTOR REGION II | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKKA IRUSTA | |||||||||
| DIRECTOR REGION III | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA VAUGHAN | |||||||||
| DIRECTOR REGION III | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KARINA RAMIREZ VELAZQUEZ | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN KWON | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT PERKINS | |||||||||
| DIRECTOR REGION I | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN ZAUBER REED | |||||||||
| DIRECTOR REGION III | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC DANA | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY FITZSIMMONS | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AL RABCHUK | |||||||||
| BOARD DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BECKY TORRES | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JILL GOLAY | |||||||||
| DIRECTOR REGION II | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT GLASGOW | |||||||||
| DIRECTOR REGION II | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RUSS PETERSON | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BEN GORMAN | |||||||||
| DIRECTOR REGION II | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANELLE WAGNER | |||||||||
| DIRECTOR REGION II | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY ALKHOURI ADAMS | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDSAY JANSEN-HOSTETIER | |||||||||
| DIRECTOR REGION II | 10.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THUYNGA BARR | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA HASUIKE | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GABRIELA AGUILAR-LOPEZ | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY CHRISTENSEN | |||||||||
| BOARD DIRECTOR | 10.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEREMY TAYLOR | |||||||||
| DIRECTOR REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIET SAFIER | |||||||||
| VICE PRESIDENT - REGION II | 10.00 | 0.00 | Yes (X) | $6,024 | $0 | $0 | |||
| MONICA WEATHERSBY | |||||||||
| EQUITY DIRECTOR | 10.00 | 0.00 | Yes (X) | $5,832 | $0 | $0 | |||
| BETH M YARBROUGH | |||||||||
| VICE PRESIDENT - REGION III | 10.00 | 0.00 | Yes (X) | $5,046 | $0 | $0 | |||
| CHRIS EARLY | |||||||||
| NEA DIRECTOR | 10.00 | 0.00 | Yes (X) | $4,076 | $0 | $0 | |||
| ADOLFO GARZA-CANO | |||||||||
| NEA DIRECTOR | 10.00 | 0.00 | Yes (X) | $4,076 | $0 | $0 | |||
| STEPHEN SIEGEL | |||||||||
| VICE PRESIDENT - REGION III | 10.00 | 0.00 | Yes (X) | $2,400 | $0 | $0 | |||
| TRACEY-ANN M NELSON | |||||||||
| EXECUTIVE DIRECTOR | 45.00 | 2.00 | Yes (X) | $156,765 | $0 | $102,588 | |||
| STEPHANIE WELTY | |||||||||
| ASST. EXEC DIRECTOR BUS & FIN | 45.00 | 0.00 | Yes (X) | $142,719 | $0 | $32,513 | |||
| JAMES R FOTTER | |||||||||
| EXECUTIVE DIRECTOR THRU 04/29/222 | 45.00 | 0.00 | Yes (X) | $97,427 | $0 | $9,917 | |||
| SUSAN L CRUMPTON THRU 093022 | |||||||||
| ASST. EXECUTIVE DIRECTOR, GPS & US | 45.00 | 0.00 | $191,115 | $0 | $208,724 | Yes (X) | |||
| ADAM S ARMS | |||||||||
| GENERAL COUNSEL | 45.00 | 0.00 | $165,355 | $0 | $90,044 | Yes (X) | |||
| ANGELA M DILEO | |||||||||
| ASST. EXECUTIVE DIRECTOR, ADVOCACY | 45.00 | 0.00 | $158,988 | $0 | $60,397 | Yes (X) | |||
| TRENT A LUTZ THRU 081222 | |||||||||
| ASST. EXEC DIRECTOR, PUB. AFFAIRS | 45.00 | 0.00 | $166,668 | $0 | $15,693 | Yes (X) | |||
| BRUCE D SCHERER | |||||||||
| UNISERV CONSULTANT | 45.00 | 0.00 | $154,817 | $0 | $135,242 | Yes (X) | |||
| ROBERT W YOUNG | |||||||||
| BARGAINING COORDINATOR | 45.00 | 0.00 | $155,604 | $0 | $131,063 | Yes (X) | |||
| JOHN C BERKEY | |||||||||
| UNISERV CONSULTANT | 45.00 | 0.00 | $159,877 | $0 | $25,845 | Yes (X) | |||
| KAREN M SPIES | |||||||||
| UNISERV CONSULTANT | 45.00 | 0.00 | $154,623 | $0 | $92,512 | Yes (X) | |||
| DANIEL M BURDIS | |||||||||
| UNISERV CONSULTANT | 45.00 | 0.00 | $154,748 | $0 | $105,420 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,243,369 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,056,212 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 59 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROBERT HALF | |||||
| PO BOX 743295 | LOS ANGELES | CA | 900743295 | STAFFING/CONSULTING | $331,022 |
| MCKANNA BISHOP JOFFE LLLP | |||||
| 1635 NW JOHNSON ST | PORTLAND | OR | 972092310 | LEGAL SERVICES | $308,712 |
| COOPER CONSTRUCTION CO | |||||
| PO BOX 2020 | CLACKAMAS | OR | 970152020 | HVAC INSTALLATION | $223,975 |
| BENNETT HARTMAN MORRIS & KAPLAN LLP | |||||
| 210 SW MORRISON ST STE 500 | PORTLAND | OR | 972043149 | LEGAL SERVICES | $220,524 |
| GBAO | |||||
| 1701 K STREET NW STE 600 | WASHINGTON | DC | 20006 | POLLING | $167,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,589,128 | AllOtherContributionsAmt |
| Total Contributions | $1,589,128 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MBR DUES & ASSESSMENTS | 813930 | $24,076,535 | $24,076,535 |
| TRAINING | 611710 | $34,352 | $34,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,110,887 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $959,655 | TotalRevenueColumnAmt |
| Exclusion | $959,655 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $239,385 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $205,674 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,711 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,711 | TotalRevenueColumnAmt |
| Exclusion | $33,711 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,487 | SecuritiesAmt |
| Other | $200 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,487 | SecuritiesAmt |
| Other | $200 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,687 | TotalRevenueColumnAmt |
| Exclusion | $5,687 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REIMBURSEMENTS | 900099 | $334,618 | $334,618 |
| TRAVEL COMMISSIONS | 900099 | $12,497 | $12,497 |
| WORKERS COMP DIVIDENDS | 900099 | $1,996 | $1,996 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,295 | TotalRevenueColumnAmt |
| Exclusion | $1,295 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $350,406 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,049,474 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,110,887 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,349,459 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,270 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,012 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,066,179 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,644,526 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,107,970 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,404,291 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $978,086 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,075,755 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,952 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,668 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,674 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,795 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,345 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,383 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,007,209 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $815,696 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,406 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,670 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,412 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,834 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| SUB REIMBURSEMENT | $41,159 |
| RECRUITING | $20,715 |
| GIFTS & AWARDS | $9,136 |
| PROGRAM SUPPLIES | $1,303 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,045 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,705,491 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,561,227 | BOYAmt |
| EOY | $11,215,665 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $802,332 | BOYAmt |
| EOY | $798,956 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $556,469 | BOYAmt |
| EOY | $642,790 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,063 | BOYAmt |
| EOY | $82,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,400,334 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,438,871 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,431,929 | BOYAmt |
| EOY | $5,961,463 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,950,004 | BOYAmt |
| EOY | $44,270,028 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,610 | BOYAmt |
| EOY | $51,017 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $821,965 | BOYAmt |
| EOY | $2,284,870 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,321,599 | BOYAmt |
| EOY | $65,306,798 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,306,554 | BOYAmt |
| EOY | $2,270,394 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,366 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,574,685 | BOYAmt |
| EOY | $2,527,735 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,156,921 | BOYAmt |
| EOY | $26,590,764 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,047,526 | BOYAmt |
| EOY | $31,388,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,384,238 | BOYAmt |
| EOY | $33,161,301 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $889,835 | BOYAmt |
| EOY | $756,604 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,274,073 | BOYAmt |
| EOY | $33,917,905 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,321,599 | BOYAmt |
| EOY | $65,306,798 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $343,983 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,406,173 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $3,902 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $6,889,774 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $266,094 | PoliticalExpendituresAmt |
Section527 Political Org Section527PoliticalOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Contributions Rcvd DlvrContributionsRcvdDlvrAmt | Paid Internal FundsPaidInternalFundsAmt |
|---|---|---|---|---|---|---|
| OREGON EDUCATION ASSOCIATION - PAC | ||||||
| 6900 SW ATLANTA ST | PORTLAND | OR | 97223 | 930674840 | $728,788 | |
| PORTLAND ASSOCIATION OF TEACHERS - PAC | ||||||
| 345 NE 8TH | PORTLAND | OR | 97232 | 930557517 | $40,251 | |
| OREGON VOTE YES | ||||||
| PO BOX 42307 | PORTLAND | OR | 97242 | 920341440 | $75,000 | |
| RIGHT TO HEALTH CARE PAC | ||||||
| PO BOX 42307 | PORTLAND | OR | 97242 | 881406376 | $5,000 | |
| SUPPORT HOOD RIVER SCHOOLS | ||||||
| 4188 METHODIST RD | HOOD RIVER | OR | 97031 | 800157170 | $2,500 | |
| YES FOR KIDS FG | ||||||
| PO BOX 42307 | PORTLAND | OR | 97242 | 883845792 | $3,750 | |
| YES FOR SHERWOOD SCHOOLS | ||||||
| 15019 SW GINGKO COURT | SHERWOOD | OR | 97140 | 812595911 | $2,500 | |
| SAFE SCHOOLS SAFE COMMUNITIES OREGON | ||||||
| 715 NE HOYT ST UNIT 6536 | PORTLAND | OR | 97228 | 883710827 | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. INDIRECT POLITICAL EXPENDITURES PAID ON BEHALF OF A POLITICAL ACTION COMMITTEE. |
| PART I-C, LINE 5: | ALL PAC CONTRIBUTIONS REPORTED ON PART I-C, LINE 5, COLUMN (D) ARE FOR LEGISLATIVE AND LOBBYING ACTIVITIES. NO FUNDS WERE CONTRIBUTED TO 527 ORGANIZATIONS FOR EXEMPT FUND EXPENDITURES. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $777,137 | OtherCostOrOtherBasisAmt |
| Book Value | $777,137 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,566,359 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,640,079 | DepreciationAmt |
| Book Value | $4,926,280 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $140,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,000 | DepreciationAmt |
| Book Value | $112,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,916,838 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,770,792 | DepreciationAmt |
| Book Value | $146,046 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,961,463 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| POST RETIREMENT BENEFIT OBLIGATION | $6,800,017 |
| ACCRUED PENSION COSTS | $15,249,022 |
| DEFERRED COMPENSATION LIABILITY | $917,239 |
| ERP PAY LIABILITY | $1,975,169 |
| TENANT SECURITY DEPOSITS | $280,509 |
| LONG TERM CARE INSURANCE | $1,177 |
| OPERATING LEASE LIABILITY | $1,367,631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,590,764 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MT HOOD UNISERV COUNCIL | ||||||||
| 788 FOXLY ROAD | HOOD RIVER | OR | 97031 | 364520482 | 501(C)(5) | $15,133 | $0 | SUPPORT FOR COLLECTIVE BARGAINING SESSIONS |
| EASTERN OREGON UNISERV COUNCIL | ||||||||
| 2804 N MAPLE ST | LA GRANDE | OR | 97850 | 931192577 | 501(C)(5) | $14,633 | $0 | FY23 MOBILE UNISERV REIMBURSEMENT (SEP 2022 - MAR 2023) |
| WOODBURN EDUCATION ASSOCIATION | ||||||||
| PO BOX 515 | WOODBURN | OR | 97071 | 943112659 | 501(C)(5) | $6,105 | $0 | AFFINITY GROUP LEADERS TRAINING & 2023 WOODBURN STRIKE BUILD UP ASSISTANCE COST REIMBURSEMENT GRANT |
| SAFE SCHOOLS SAFE COMMUNITIES OREGON | ||||||||
| 715 NE HOYT ST UNIT 6536 | PORTLAND | OR | 97228 | 883710827 | 527 | $50,000 | $0 | SUPPORT FOR GUN SAFETY BALLOT MEASURE (BM114) |
| OREGON VOTES YES | ||||||||
| PO BOX 42307 | PORTLAND | OR | 97242 | 920341440 | 527 | $75,000 | $0 | SUPPORT FOR CANVASSING IN SUPPORT OF BM111,112,113,114) |
| FAMILY FORWARD ACTION FUND | ||||||||
| PO BOX 15146 | PORTLAND | OR | 97293 | 800697682 | 501(C)(4) | $75,000 | $0 | ANNUAL SUPPORT FOR FAIR SHOT COALITION PROGRAMS IN 2023 |
| OREGON PTA | ||||||||
| 4931 SW 76TH AVE BOX 154 | PORTLAND | OR | 97206 | 930391598 | 501(C)(3) | $25,000 | $0 | ANNUAL SUPPORT FOR OREGON PTA AND THEIR LOBBYING EFFORTS DURING LEGISLATIVE SESSION 2023 |
| OUR OREGON | ||||||||
| 3108 SE 50TH AVE SUITE A | PORTLAND | OR | 97488 | 651247426 | 501(C)(4) | $275,000 | $0 | GENERAL SUPPORT |
| OREGON LABOR CANDIDATE SCHOOL | ||||||||
| PO BOX 86161 | PORTLAND | OR | 97286 | 455341099 | 501(C)(5) | $15,000 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 8 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | PROFESSIONAL PRACTICE GRANTS | GrantTypeTxt |
| Recipient | 110 | RecipientCnt |
| Cash Grant | $103,012 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN L CRUMPTON THRU 093022 | ||||||||||||||
| ASST. EXECUTIVE DIRECTOR, GPS & US | $191,115 | $0 | $0 | $0 | $0 | $0 | $208,411 | $0 | $313 | $0 | $399,839 | $0 | $0 | $0 |
| BRUCE D SCHERER | ||||||||||||||
| UNISERV CONSULTANT | $154,817 | $0 | $0 | $0 | $0 | $0 | $104,474 | $0 | $30,768 | $0 | $290,059 | $0 | $0 | $0 |
| ROBERT W YOUNG | ||||||||||||||
| BARGAINING COORDINATOR | $155,604 | $0 | $0 | $0 | $0 | $0 | $100,295 | $0 | $30,768 | $0 | $286,667 | $0 | $0 | $0 |
| DANIEL M BURDIS | ||||||||||||||
| UNISERV CONSULTANT | $154,748 | $0 | $0 | $0 | $0 | $0 | $75,543 | $0 | $29,877 | $0 | $260,168 | $0 | $0 | $0 |
| TRACEY-ANN M NELSON | ||||||||||||||
| EXECUTIVE DIRECTOR | $156,765 | $0 | $0 | $0 | $0 | $0 | $74,773 | $0 | $27,815 | $0 | $259,353 | $0 | $0 | $0 |
| ADAM S ARMS | ||||||||||||||
| GENERAL COUNSEL | $165,355 | $0 | $0 | $0 | $0 | $0 | $57,978 | $0 | $32,066 | $0 | $255,399 | $0 | $0 | $0 |
| KAREN M SPIES | ||||||||||||||
| UNISERV CONSULTANT | $154,623 | $0 | $0 | $0 | $0 | $0 | $62,755 | $0 | $29,757 | $0 | $247,135 | $0 | $0 | $0 |
| ANGELA M DILEO | ||||||||||||||
| ASST. EXECUTIVE DIRECTOR, ADVOCACY | $158,988 | $0 | $0 | $0 | $0 | $0 | $52,862 | $0 | $7,535 | $0 | $219,385 | $0 | $0 | $0 |
| REED A SCOTT-SCHWALBACH | ||||||||||||||
| PRESIDENT | $184,912 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $21,814 | $0 | $206,726 | $0 | $0 | $0 |
| JOHN C BERKEY | ||||||||||||||
| UNISERV CONSULTANT | $159,877 | $0 | $0 | $0 | $0 | $0 | $2,783 | $0 | $23,062 | $0 | $185,722 | $0 | $0 | $0 |
| ENRIQUE FARRERA | ||||||||||||||
| VICE PRESIDENT | $160,647 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $24,440 | $0 | $185,087 | $0 | $0 | $0 |
| TRENT A LUTZ THRU 081222 | ||||||||||||||
| ASST. EXEC DIRECTOR, PUB. AFFAIRS | $166,668 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,693 | $0 | $182,361 | $0 | $0 | $0 |
| STEPHANIE WELTY | ||||||||||||||
| ASST. EXEC DIRECTOR BUS & FIN | $142,719 | $0 | $0 | $0 | $0 | $0 | $24,311 | $0 | $8,202 | $0 | $175,232 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | IN FY23, 153 VOLUNTEERS SERVED ON VARIOUS COMMITTEES RELATED TO UNION AND EDUCATIONAL ISSUES. 32 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 PROVIDED TO THE BOARD OF DIRECTORS AFTER IT IS FILED. |
| 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 6,889,774. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (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 | Yes (1) | |
| OREGON EDUCATION ASSOCIATON-POLITICAL ACTION COMMITTEE | ||||||||||
| 6900 SW ATLANTA STREET | PORTLAND | OR | 97223 | 930674840 | POLITICAL ACTION COMMITTEE | OR | 527 | OREGON EDUCATION ASSOCIATION | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OEA CHOICE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | J | TransactionTypeTxt |
| Involved | $86,840 | InvolvedAmt |
| Method Of Amount Determination | BOOK | MethodOfAmountDeterminationTxt |