2024-07-15T20:00:48-05:00 2023-08-31 911194016 CLARK NUBER PS 10900 NE 4TH ST STE 1400 BELLEVUE WA 98004 990 2022-09-01 930243443 OREGON EDUCATION ASSOCIATION OREG 5036843300 6900 SW ATLANTA ST PORTLAND OR 97223 TRACEY-ANN NELSON EXECUTIVE DIRECTOR 5034952101 2024-07-15 1 TRACEY-ANN NELSON 999009999 1 MEGAN R RYAN P00737884 4254544919 2024-07-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z REED SCOTT-SCHWALBACH 6900 SW ATLANTA ST PORTLAND OR 97223 27255148 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. 43 41 205 185 0 0 1717308 1589128 22332008 24110887 1352606 965342 365030 384117 25766952 27049474 1739350 723282 0 0 22012542 20201052 0 0 0 5821821 5781157 29573713 26705491 -3806761 343983 62321599 65306798 38047526 31388893 24274073 33917905 X 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. 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. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 0 0 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 90 0 205 1 0 0 0 0 1 1 0 0 0 X 43 41 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X TRACEY-ANN NELSON 5036843300 6900 SW ATLANTA ST PORTLAND OR 97223 REED A SCOTT-SCHWALBACH PRESIDENT 45.00 12.00 X X 184912 0 21814 ENRIQUE FARRERA VICE PRESIDENT 45.00 12.00 X X 160647 0 24440 JENNIFER L SCURLOCK NEA DIRECTOR 10.00 0.00 X 6541 0 0 CHRISTOPHER ZIMMERLY-BECK DIRECTOR REGION 1 10.00 0.00 X 2739 0 0 SAMANTHA PIERS-VANDERPLOEG ESP DIRECTOR 10.00 0.00 X 900 0 0 LAURA WARREN DIRECTOR REGION I 10.00 1.00 X 870 0 0 LOURDES CRUZ-RUIZ EQUITY DIRECTOR 10.00 0.00 X 600 0 0 TJ LUNGER ESP DIRECTOR 10.00 0.00 X 0 0 0 LAURA LATHAM BOARD DIRECTOR 6.00 0.00 X 0 0 0 BRINDA NARAYAN-WOLD NEA DIRECTOR 10.00 0.00 X 0 0 0 PATTI LAWRENCE DIRECTOR REGION III 10.00 1.00 X 0 0 0 JENNY UNDERHILL DIRECTOR RGION I 10.00 0.00 X 0 0 0 KELSY DUNLAP DIRECTOR REGION II 10.00 0.00 X 0 0 0 ALEJANDRA SAECHAO DIRECTOR REGION II 10.00 0.00 X 0 0 0 FORREST COOPER DIRECTOR REGION III 10.00 1.00 X 0 0 0 BOBBIE WILLIS DIRECTOR REGION II 10.00 0.00 X 0 0 0 BECKY CRANE DIRECTOR REGION III 10.00 0.00 X 0 0 0 SARAH BARCLAY DIRECTOR REGION III 10.00 0.00 X 0 0 0 CINDY DOUGHARITY-SPENCER DIRECTOR REGION III 10.00 0.00 X 0 0 0 JENNIFER DORSEY DIRECTOR REGION I 10.00 0.00 X 0 0 0 MATTHEW OLESON DIRECTOR REGION I 10.00 1.00 X 0 0 0 ELIZABETH THIEL DIRECTOR REGION I 10.00 0.00 X 0 0 0 GWEN SULIVAN DIRECTOR REGION I 10.00 0.00 X 0 0 0 CHRISTA SCHMEDER DIRECTOR REGION II 10.00 2.00 X 0 0 0 CHARLENE BAKER DIRECTOR REGION III 10.00 0.00 X 0 0 0 JULIA BARTO DIRECTOR REGION I 10.00 0.00 X 0 0 0 ANDREW DENNIS DIRECTOR REGION I 10.00 0.00 X 0 0 0 GIANNA SIMON DIRECTOR REGION II 10.00 0.00 X 0 0 0 HELEN JACOBS DIRECTOR REGION II 10.00 0.00 X 0 0 0 MIKKA IRUSTA DIRECTOR REGION III 10.00 0.00 X 0 0 0 CYNTHIA VAUGHAN DIRECTOR REGION III 10.00 0.00 X 0 0 0 KARINA RAMIREZ VELAZQUEZ DIRECTOR REGION I 10.00 0.00 X 0 0 0 MARTIN KWON DIRECTOR REGION I 10.00 0.00 X 0 0 0 SCOTT PERKINS DIRECTOR REGION I 10.00 2.00 X 0 0 0 BRIAN ZAUBER REED DIRECTOR REGION III 10.00 0.00 X 0 0 0 MARC DANA DIRECTOR REGION I 10.00 0.00 X 0 0 0 KELLY FITZSIMMONS DIRECTOR REGION I 10.00 0.00 X 0 0 0 AL RABCHUK BOARD DIRECTOR 10.00 0.00 X 0 0 0 BECKY TORRES DIRECTOR REGION I 10.00 0.00 X 0 0 0 JILL GOLAY DIRECTOR REGION II 10.00 0.00 X 0 0 0 ROBERT GLASGOW DIRECTOR REGION II 10.00 2.00 X 0 0 0 RUSS PETERSON DIRECTOR REGION I 10.00 0.00 X 0 0 0 BEN GORMAN DIRECTOR REGION II 10.00 0.00 X 0 0 0 JANELLE WAGNER DIRECTOR REGION II 10.00 0.00 X 0 0 0 NANCY ALKHOURI ADAMS DIRECTOR REGION I 10.00 0.00 X 0 0 0 LINDSAY JANSEN-HOSTETIER DIRECTOR REGION II 10.00 1.00 X 0 0 0 THUYNGA BARR DIRECTOR REGION I 10.00 0.00 X 0 0 0 LISA HASUIKE DIRECTOR REGION I 10.00 0.00 X 0 0 0 GABRIELA AGUILAR-LOPEZ DIRECTOR REGION I 10.00 0.00 X 0 0 0 JUDY CHRISTENSEN BOARD DIRECTOR 10.00 1.00 X 0 0 0 JEREMY TAYLOR DIRECTOR REGION I 10.00 0.00 X 0 0 0 JULIET SAFIER VICE PRESIDENT - REGION II 10.00 0.00 X 6024 0 0 MONICA WEATHERSBY EQUITY DIRECTOR 10.00 0.00 X 5832 0 0 BETH M YARBROUGH VICE PRESIDENT - REGION III 10.00 0.00 X 5046 0 0 CHRIS EARLY NEA DIRECTOR 10.00 0.00 X 4076 0 0 ADOLFO GARZA-CANO NEA DIRECTOR 10.00 0.00 X 4076 0 0 STEPHEN SIEGEL VICE PRESIDENT - REGION III 10.00 0.00 X 2400 0 0 TRACEY-ANN M NELSON EXECUTIVE DIRECTOR 45.00 2.00 X 156765 0 102588 STEPHANIE WELTY ASST. EXEC DIRECTOR BUS & FIN 45.00 0.00 X 142719 0 32513 JAMES R FOTTER EXECUTIVE DIRECTOR THRU 04/29/222 45.00 0.00 X 97427 0 9917 SUSAN L CRUMPTON THRU 093022 ASST. EXECUTIVE DIRECTOR, GPS & US 45.00 0.00 X 191115 0 208724 ADAM S ARMS GENERAL COUNSEL 45.00 0.00 X 165355 0 90044 ANGELA M DILEO ASST. EXECUTIVE DIRECTOR, ADVOCACY 45.00 0.00 X 158988 0 60397 TRENT A LUTZ THRU 081222 ASST. EXEC DIRECTOR, PUB. AFFAIRS 45.00 0.00 X 166668 0 15693 BRUCE D SCHERER UNISERV CONSULTANT 45.00 0.00 X 154817 0 135242 ROBERT W YOUNG BARGAINING COORDINATOR 45.00 0.00 X 155604 0 131063 JOHN C BERKEY UNISERV CONSULTANT 45.00 0.00 X 159877 0 25845 KAREN M SPIES UNISERV CONSULTANT 45.00 0.00 X 154623 0 92512 DANIEL M BURDIS UNISERV CONSULTANT 45.00 0.00 X 154748 0 105420 2243369 0 1056212 59 0 1 0 ROBERT HALF PO BOX 743295 LOS ANGELES CA 900743295 STAFFING/CONSULTING 331022 MCKANNA BISHOP JOFFE LLLP 1635 NW JOHNSON ST PORTLAND OR 972092310 LEGAL SERVICES 308712 COOPER CONSTRUCTION CO PO BOX 2020 CLACKAMAS OR 970152020 HVAC INSTALLATION 223975 BENNETT HARTMAN MORRIS & KAPLAN LLP 210 SW MORRISON ST STE 500 PORTLAND OR 972043149 LEGAL SERVICES 220524 GBAO 1701 K STREET NW STE 600 WASHINGTON DC 20006 POLLING 167433 8 1589128 1589128 MBR DUES & ASSESSMENTS 813930 24076535 24076535 TRAINING 611710 34352 34352 24110887 959655 959655 239385 205674 33711 33711 33711 5487 200 0 0 5487 200 5687 5687 REIMBURSEMENTS 900099 334618 334618 TRAVEL COMMISSIONS 900099 12497 12497 WORKERS COMP DIVIDENDS 900099 1996 1996 1295 1295 350406 27049474 24110887 0 1349459 620270 103012 2066179 9644526 4107970 3404291 978086 1075755 89952 54668 559674 49795 514345 683383 1007209 815696 54406 90670 604412 98834 SUB REIMBURSEMENT 41159 RECRUITING 20715 GIFTS & AWARDS 9136 PROGRAM SUPPLIES 1303 10045 26705491 12561227 11215665 802332 798956 556469 642790 142063 82009 15400334 9438871 6431929 5961463 40950004 44270028 55610 51017 821965 2284870 62321599 65306798 3306554 2270394 9366 0 2574685 2527735 32156921 26590764 38047526 31388893 X 23384238 33161301 889835 756604 24274073 33917905 62321599 65306798 X 343983 2406173 3902 6889774 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 266094 OREGON EDUCATION ASSOCIATION - PAC 6900 SW ATLANTA ST PORTLAND OR 97223 930674840 728788 PORTLAND ASSOCIATION OF TEACHERS - PAC 345 NE 8TH PORTLAND OR 97232 930557517 40251 OREGON VOTE YES PO BOX 42307 PORTLAND OR 97242 920341440 75000 RIGHT TO HEALTH CARE PAC PO BOX 42307 PORTLAND OR 97242 881406376 5000 SUPPORT HOOD RIVER SCHOOLS 4188 METHODIST RD HOOD RIVER OR 97031 800157170 2500 YES FOR KIDS FG PO BOX 42307 PORTLAND OR 97242 883845792 3750 YES FOR SHERWOOD SCHOOLS 15019 SW GINGKO COURT SHERWOOD OR 97140 812595911 2500 SAFE SCHOOLS SAFE COMMUNITIES OREGON 715 NE HOYT ST UNIT 6536 PORTLAND OR 97228 883710827 50000 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. 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. 777137 777137 12566359 7640079 4926280 140000 28000 112000 1916838 1770792 146046 5961463 POST RETIREMENT BENEFIT OBLIGATION 6800017 ACCRUED PENSION COSTS 15249022 DEFERRED COMPENSATION LIABILITY 917239 ERP PAY LIABILITY 1975169 TENANT SECURITY DEPOSITS 280509 LONG TERM CARE INSURANCE 1177 OPERATING LEASE LIABILITY 1367631 26590764 0 MT HOOD UNISERV COUNCIL 788 FOXLY ROAD HOOD RIVER OR 97031 364520482 501(C)(5) 15133 0 SUPPORT FOR COLLECTIVE BARGAINING SESSIONS EASTERN OREGON UNISERV COUNCIL 2804 N MAPLE ST LA GRANDE OR 97850 931192577 501(C)(5) 14633 0 FY23 MOBILE UNISERV REIMBURSEMENT (SEP 2022 - MAR 2023) WOODBURN EDUCATION ASSOCIATION PO BOX 515 WOODBURN OR 97071 943112659 501(C)(5) 6105 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 50000 0 SUPPORT FOR GUN SAFETY BALLOT MEASURE (BM114) OREGON VOTES YES PO BOX 42307 PORTLAND OR 97242 920341440 527 75000 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) 75000 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) 25000 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) 275000 0 GENERAL SUPPORT OREGON LABOR CANDIDATE SCHOOL PO BOX 86161 PORTLAND OR 97286 455341099 501(C)(5) 15000 0 GENERAL SUPPORT 1 8 PROFESSIONAL PRACTICE GRANTS 110 103012 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 0 0 0 SUSAN L CRUMPTON THRU 093022 ASST. EXECUTIVE DIRECTOR, GPS & US 191115 0 0 0 0 0 208411 0 313 0 399839 0 0 0 BRUCE D SCHERER UNISERV CONSULTANT 154817 0 0 0 0 0 104474 0 30768 0 290059 0 0 0 ROBERT W YOUNG BARGAINING COORDINATOR 155604 0 0 0 0 0 100295 0 30768 0 286667 0 0 0 DANIEL M BURDIS UNISERV CONSULTANT 154748 0 0 0 0 0 75543 0 29877 0 260168 0 0 0 TRACEY-ANN M NELSON EXECUTIVE DIRECTOR 156765 0 0 0 0 0 74773 0 27815 0 259353 0 0 0 ADAM S ARMS GENERAL COUNSEL 165355 0 0 0 0 0 57978 0 32066 0 255399 0 0 0 KAREN M SPIES UNISERV CONSULTANT 154623 0 0 0 0 0 62755 0 29757 0 247135 0 0 0 ANGELA M DILEO ASST. EXECUTIVE DIRECTOR, ADVOCACY 158988 0 0 0 0 0 52862 0 7535 0 219385 0 0 0 REED A SCOTT-SCHWALBACH PRESIDENT 184912 0 0 0 0 0 0 0 21814 0 206726 0 0 0 JOHN C BERKEY UNISERV CONSULTANT 159877 0 0 0 0 0 2783 0 23062 0 185722 0 0 0 ENRIQUE FARRERA VICE PRESIDENT 160647 0 0 0 0 0 0 0 24440 0 185087 0 0 0 TRENT A LUTZ THRU 081222 ASST. EXEC DIRECTOR, PUB. AFFAIRS 166668 0 0 0 0 0 0 0 15693 0 182361 0 0 0 STEPHANIE WELTY ASST. EXEC DIRECTOR BUS & FIN 142719 0 0 0 0 0 24311 0 8202 0 175232 0 0 0 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. 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-POLITICAL ACTION COMMITTEE 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 86840 BOOK