2023-07-05T13:32:00-04:00 2022-08-31 910872222 TREMPER & CO LLP 3131 ELLIOTT AVE STE 290 SEATTLE WA 98121 990 2021-09-01 910460645 WASHINGTON EDUCATION ASSOCIATION WASH 2537657007 PO BOX 9100 FEDERAL WAY WA 980639100 DONNA WESLEY CFO 2537657007 2023-06-30 true DONNA WESLEY 999009999 LAIRD VANETTA P00171649 2062854456 2023-06-29 2021 2023-04-26 12:10:37Z LARRY DELANEY 50449316 false X WWW.WASHINGTONEA.ORG X 1889 WA TO PROMOTE THE TEACHING PROFESSION AND PUBLIC EDUCATION IN THE STATE OF WASHINGTON. 81 81 206 88055 0 48682221 50375545 3558 53035 18066 20278 48703845 50448858 543367 1426640 0 21851115 28611123 0 0 21391394 23807027 43785876 53844790 4917969 -3395932 59466784 49720951 75176962 50980561 -15710178 -1259610 X THE MISSION OF THE WASHINGTON EDUCATION ASSOCIATION IS TO ADVANCE THE PROFESSIONAL INTERESTS OF ITS MEMBERS IN ORDER TO MAKE PUBLIC EDUCATION THE BEST IT CAN BE FOR STUDENTS, STAFF, AND COMMUNITIES. false false GOVERNANCE/ADMINISTRATION - TO FORMULATE ASSOCIATION POLICY AND TO ENSURE IMPLEMENTATION OF THE GOALS, OBJECTIVES AND ACTIVITIES OF THE ASSOCIATION IN ACCORDANCE WITH THE DESIRES AND NEEDS OF THE MEMBERSHIP. TO PROVIDE GOVERNANCE WITH ADVICE AND COUNSEL AS PRESCRIBED IN WEA POLICY ON THE FORMULATION OF GOALS, OBJECTIVES, POLICY AND ACTIVITIES OF THE ASSOCIATION IN THE FOLLOWING GENERAL AREAS: ACCREDITATION, CERTIFICATION, INSTRUCTION, PERSONNEL, COLLECTIVE BARGAINING, STATE AND FEDERAL LEGISLATION, HUMAN RELATIONS, AND RIGHTS OF SCHOOL EMPLOYEES. TO PROVIDE LEGAL SERVICES AND ADVICE TO WEA, ITS STAFF AND GOVERNANCE, LOCAL ASSOCIATIONS, AND MEMBERS; TO PROTECT AND STRENGTHEN THE LEGAL AND BARGAINING RIGHTS OF SCHOOL EMPLOYEES. PUBLIC POLICY CENTER - TO ENSURE THAT WEA IS A SIGNIFICANT PARTICIPANT IN THE LEGISLATIVE PROCESS OF THE STATE AND NATION, OBTAIN PASSAGE AND IMPLEMENTATION OF LEGISLATION CONSISTENT WITH ASSOCIATION GOALS AND ASSURE ADEQUATE RESOURCE ALLOCATIONS TO IMPROVE SALARIES, CONDITIONS OF WORK, AND EDUCATIONAL PROGRAMS. CENTER FOR EDUCATION QUALITY: ORGANIZING AND ADVOCACY CENTER - TO PROVIDE PROGRAM AND STAFF SERVICES TO ASSIST INDIVIDUAL SCHOOL EMPLOYEES AND LEADERS TO OBTAIN AND UTILIZE THE INDIVIDUAL AND COLLECTIVE POWER THEY NEED TO CONTROL THEIR WORK ENVIRONMENT, INCLUDING APPROPRIATE COMPENSATION. TO PROVIDE RESEARCH SUPPORT ENABLING THE ASSOCIATION TO CARRY OUT ITS GOALS AND OBJECTIVES IN AN EFFICIENT MANNER. COMMUNICATION AND PR CENTER - TO INFORM THE MEMBERSHIP AND THE PUBLIC THROUGH UTILIZATION OF INTERNAL AND EXTERNAL MEDIA OF THE ASSOCIATION'S GOALS AND ACHIEVEMENTS AND OF THE PROFESSION'S CONCERN FOR PUBLIC EDUCATION IN WASHINGTON. false false true true false false false false false true false false true true false true false false false false false false false false false false true false true false false false false false false false false false false false false false false true 233 0 206 true true true false false false false false false false X 81 81 false false false false true true false true true false false true true true true true true true true false X DONNA WESLEY 2537657007 PO BOX 9100 FEDERAL WAY WA 980639100 LARRY DELANEY PRESIDENT 37.50 X X 194647 99622 18012 JANIE WHITE VICE PRESIDE 37.50 X X 172939 69297 15700 ERIC ASKELAND BOARD MEMBER 5.00 X 0 0 0 KATHIE AXTELL BOARD MEMBER 5.00 X 0 0 0 JEN BEN BOARD MEMBER 5.00 X 0 0 0 SILAS BERRY BOARD MEMBER 5.00 X 0 0 0 JOE BENTO BOARD MEMBER 5.00 X 700 0 0 BILL BEVILLE BOARD MEMBER 5.00 X 0 0 0 JEB BINNS BOARD MEMBER 5.00 X 700 0 0 JOSH BOE BOARD MEMBER 5.00 X 0 0 0 KAITLIN KAMALEI BRANDON BOARD MEMBER 5.00 X 0 0 0 SHAWN BREHM BOARD MEMBER 5.00 X 700 0 0 JANET CALDWELL BOARD MEMBER 5.00 X 700 0 0 TAMMIE CARR BOARD MEMBER 5.00 X 700 0 0 DEBBY CHANDLER BOARD MEMBER 5.00 X 895 0 0 KEVIN COPE BOARD MEMBER 5.00 X 0 0 0 MICHAEL COOK BOARD MEMBER 5.00 X 0 0 0 BARB CRUZ BOARD MEMBER 5.00 X 770 0 0 KEVEN CUMMINS BOARD MEMBER 5.00 X 0 0 0 JULIANNA DAUBLE BOARD MEMBER 5.00 X 700 0 0 SWAN EATON BOARD MEMBER 5.00 X 0 0 0 SHANNON ERGUN BOARD MEMBER 5.00 X 0 0 0 STEPHANIE ERVIN BOARD MEMBER 5.00 X 0 0 0 MICHELLE FAYETTE BOARD MEMBER 5.00 X 0 0 0 VALLERIE FISHER BOARD MEMBER 5.00 X 645 0 0 FILMA FONTANILLA BOARD MEMBER 5.00 X 1680 0 0 JUSTIN FOX-BAILEY BOARD MEMBER 5.00 X 0 0 0 COOKIE GRANT-SUGGS BOARD MEMBER 5.00 X 0 0 0 ROCHELLE GREENWELL BOARD MEMBER 5.00 X 645 0 0 TAMMY GRUBB BOARD MEMBER 5.00 X 700 0 0 BOB GUSTIN BOARD MEMBER 5.00 X 0 0 0 BRITTANY HAGGARD BOARD MEMBER 5.00 X 0 0 0 DANIEL HARADA BOARD MEMBER 5.00 X 700 0 0 ELAINE HOGG BOARD MEMBER 5.00 X 0 0 0 GLENN JENKINS BOARD MEMBER 5.00 X 0 0 0 VICKY JENSEN BOARD MEMBER 5.00 X 0 0 0 PAMELLA JOHNSON BOARD MEMBER 5.00 X 0 0 0 SARA KETELSEN BOARD MEMBER 5.00 X 700 0 0 JARED KINK BOARD MEMBER 5.00 X 0 0 0 PETER KNOWLES BOARD MEMBER 5.00 X 0 0 0 CHARLOTTE LARTEY BOARD MEMBER 5.00 X 0 0 0 TANI LINDQUIST BOARD MEMBER 5.00 X 700 0 0 MARY LINDSEY BOARD MEMBER 5.00 X 0 0 0 NANI LIUM BOARD MEMBER 5.00 X 750 0 0 BILL LYNE BOARD MEMBER 5.00 X 0 0 0 ANNA-MELISSA LYONS BOARD MEMBER 5.00 X 0 0 0 TIM MARTIN BOARD MEMBER 5.00 X 0 0 0 JENNIFER MATTER BOARD MEMBER 5.00 X 0 0 0 HOWARD MAWHINNEY BOARD MEMBER 5.00 X 0 0 0 SHANNON MCCANN BOARD MEMBER 5.00 X 0 0 0 MARGARITA MORFIN BOARD MEMBER 5.00 X 700 0 0 CAMERON MUNRO BOARD MEMBER 5.00 X 0 0 0 LAVASHA MURDOCH BOARD MEMBER 5.00 X 0 0 0 CARLA NACCARATO-SINCLAIR BOARD MEMBER 5.00 X 0 0 0 RAY NELSON BOARD MEMBER 5.00 X 700 0 0 KIRSTIN NICHOLSON BOARD MEMBER 5.00 X 0 0 0 ANDI NOFZIGER-MEADOWS BOARD MEMBER 5.00 X 700 0 0 JAN OLMSTEAD BOARD MEMBER 5.00 X 0 0 0 MARTHA PATTERSON BOARD MEMBER 5.00 X 700 0 0 KAELYN PYKE BOARD MEMBER 5.00 X 0 0 0 ERIC PICKENS BOARD MEMBER 5.00 X 700 0 0 JEREMY PITTS BOARD MEMBER 5.00 X 0 0 0 SHANNON RASMUSSEN BOARD MEMBER 5.00 X 0 0 0 BECCA RITCHIE BOARD MEMBER 5.00 X 700 0 0 JIM SCHELL BOARD MEMBER 5.00 X 0 0 0 AUDRA SHAW BOARD MEMBER 5.00 X 700 0 0 JEREMY SHAY BOARD MEMBER 5.00 X 700 0 0 SOBIA SHEIKH BOARD MEMBER 5.00 X 0 0 0 SUSAN SMITH BOARD MEMBER 5.00 X 605 0 0 ALLISON SNOW BOARD MEMBER 5.00 X 700 0 0 SUZANNE SOUTHERLAND BOARD MEMBER 5.00 X 700 0 0 AMY STERN BOARD MEMBER 5.00 X 700 0 0 KEITH SWANSON BOARD MEMBER 5.00 X 0 0 0 JOE THAYER BOARD MEMBER 5.00 X 0 0 0 RACHEL TOCHIKI BOARD MEMBER 5.00 X 0 0 0 CAITLIN TUMLINSON BOARD MEMBER 5.00 X 700 0 0 MASON QUIROZ BOARD MEMBER 5.00 X 0 0 0 KARI VAN NOSTRAN BOARD MEMBER 5.00 X 700 0 0 NICOLE WAY BOARD MEMBER 5.00 X 0 0 0 PAMELA WILSON BOARD MEMBER 5.00 X 0 0 0 TERRI WINCKLER BOARD MEMBER 5.00 X 700 0 0 AIMEE IVERSON EXECUTIVE DI 37.50 X 263460 0 152085 DONNA WESLEY CFO 37.50 X 247745 0 117123 DJIBRIL DIOP DIR. GOVERNM 37.50 X 213488 0 125765 NACHE' DUNCAN ADV. AND ORG 37.50 X 203173 0 118130 MICHAEL GAWLEY GENERAL COUN 37.50 X 200359 0 110018 MARY HOWES DIR. ADV. AN 37.50 X 198445 0 122100 LISA KODAMA DIR. PROFESS 37.50 X 186585 0 118169 RICHARD WOOD ADV. AND ORG 37.50 X 178407 0 113777 ROBERT FORHAN PROFESSIONAL 37.50 X 186959 0 115041 SHELBY HOPKINS PROFESSIONAL 37.50 X 186447 0 100757 PING LU PROFESSIONAL 37.50 X 184807 0 96415 JEREMY EICHHORN PROFESSIONAL 37.50 X 183391 0 111682 JILL VAN GLUBT PROFESSIONAL 37.50 X 183778 0 88856 3007420 168919 1523630 149 false true false MONTOYA HINCKLEY PLLC 4301 TIETON DRIVE YAKIMA WA 98908 LEGAL SERVICES 326960 MATHEY LAW FIRM PLLC 23 S WENATCHEE AVENUE STE 320 WENATCHEE WA 98801 LEGAL SERVICES 241925 JOSEPH EVANS PO BOX 519 BREMERTON WA 98337 LEGAL SERVICES 149017 STOEL RIVES LLP 101 S CAPITOL BLVD STE 1900 BOISE ID 83702 LEGAL SERVICES 140208 COGDILL NICHOLS REIN WARTELLE ANDREW 3232 ROCKEFELLER AVENUE EVERETT WA 98201 LEGAL SERVICES 113618 8 MEMBERSHIP DUES 611710 43839146 43839146 NATIONAL FINANCIAL SUPPORT 611710 3498976 3498976 REIMBURSEMENTS 611710 2580796 2580796 UNIFIED LEGAL SERVICES 611710 290074 290074 BENEFIT SERVICE FEES 524298 86647 86647 79906 79906 50375545 53493 53493 18870 18870 18870 18870 458 -458 -458 -458 1408 1408 1408 50448858 50288440 88055 72363 1426640 2728091 14212631 6678753 3869892 1121756 974297 117345 2379378 94703 2800450 659540 1015184 554946 824549 112502 13596797 300803 DUES AND FEES 181340 SETTLEMENT REFUNDS 106673 CREDIT CARD AND BANK PROC 81652 COVID MEMBER SUPPORT 6868 53844790 0 0 0 14590343 12872822 13379163 9753092 6747069 8154710 14857469 6719622 8345990 8137847 16404219 10802480 59466784 49720951 877529 1511997 409416 712962 3857781 70032236 48755602 75176962 50980561 X -15710178 -1259610 -15710178 -1259610 59466784 49720951 X -3395932 17846500 X false true X true false 1896994 false true true false SCHEDULE C, PART I-A, LINE 1 MEMBER COMMUNICATIONS, TRAINING AND INDIRECT SUPPORT CONCERNING EFFORTS TO ELECT STATE AND LOCAL CANDIDATES. 2573437 2573437 9131222 3787817 5343405 1862996 1689272 173724 1289814 1242533 47281 8137847 UNFUNDED PENSION RECEIVABLE - AFFILI 10364625 SUPPLIES AND DEFERRED EXPENSES 437855 10802480 ACCRUED PENSION CONTRIBUTION 41130475 ACCRUED POST RETIREMENT BENEFITS 3953895 ACCRUED PTO AND SICK LEAVE 2022664 ACCRUED PAYROLL AND PAYROLL TAXES 1325100 DUES COLLECTED, PAYABLE TO AFFILIATE 323468 48755602 50490153 41295 41295 50448858 50448858 53886085 41295 41295 53844790 53844790 SCHEDULE D, PAGE 4, PART XI, LINE 2D EMPLOYEE RETENTION CREDIT - REVENUE ON FINANCIAL STATEMENT 41,295 SCHEDULE D, PAGE 4, PART XII, LINE 2D EMPLOYEE RETENTION CREDIT - REDUCTION OF EXPENSE ON 990 41,295 false BALANCE OUR TAX CODE PO BOX 21961 SEATTLE WA 98111 833906690 (C)(4) 10000 PROVIDE SUPPORT TO O ECONOMIC OPPORTUNITY INSTITUTE 603 STEWARD STREET STE 715 SEATTLE WA 98101 911999302 (C)(3) 10000 PROVIDE SUPPORT TO O INVEST IN WASHINGTON NOW CAMPAIGN 603 STEWART ST STE 819 SEATTLE WA 98101 851501210 (C)(1) 250000 PROVIDE SUPPORT TO O NEA FOUNDATION 1201 16TH ST NW STE 416 WASHINGTON DC 20036 237035089 (C)(3) 10000 PROVIDE SUPPORT TO O NO TAX CUT FOR THE SUPER RICH PO BOX 21961 SEATTLE WA 98111 881425071 (C)(1) 50000 PROVIDE SUPPORT TO O SEATTLE OUT & PROUD 600 1ST AVE STE 430 SEATTLE WA 98104 203784927 (C)(4) 7500 PROVIDE SUPPORT TO O SOUND ALLIANCE UNITED 649 STRANDER BLVD STE B TUKWILA WA 98188 203006721 (C)(4) 10000 PROVIDE SUPPORT TO O WEA-PAC 32032 WEYERHAEUSER WAY S FEDERAL WAY WA 98101 916074250 527 1000000 PROVIDE SUPPORT TO O WINWIN ACTION 1402 3RD AVE STE 201 SEATTLE WA 98101 263921408 (C)(4) 20000 PROVIDE SUPPORT TO O 3 8 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTS OR ASSISTANCE IS ONLY PROVIDED TO ORGANIZATIONS LOCATED WITHIN THE UNITED STATES SHARING COMMON INTERESTS. X X X X X false false false LARRY DELANEY PRESIDENT 194647 99622 13472 4540 212659 99622 JANIE WHITE VICE PRESIDENT 172939 69297 11998 3702 188639 69297 AIMEE IVERSON EXECUTIVE DIRECTOR 263460 108647 43438 415545 DONNA WESLEY CFO 247745 88312 28811 364868 DJIBRIL DIOP DIR. GOVERNMENT REL. 213488 82161 43604 339253 NACHE' DUNCAN ADV. AND ORG. MANAGE 203173 75093 43037 321303 MICHAEL GAWLEY GENERAL COUNSEL 200359 79007 31011 310377 MARY HOWES DIR. ADV. AND ORG. 198445 78694 43406 320545 LISA KODAMA DIR. PROFESSIONAL PR 186585 75129 43040 304754 RICHARD WOOD ADV. AND ORG. MANAGE 178407 70740 43037 292184 ROBERT FORHAN PROFESSIONAL STAFF 186959 72282 42759 302000 SHELBY HOPKINS PROFESSIONAL STAFF 186447 69746 31011 287204 PING LU PROFESSIONAL STAFF 184807 68542 27873 281222 JEREMY EICHHORN PROFESSIONAL STAFF 183391 68923 42759 295073 JILL VAN GLUBT PROFESSIONAL STAFF 183778 69409 19447 272634 FORM 990, PAGE 2, PART III, LINE 4A GOVERNANCE/ADMINISTRATION - TO FORMULATE ASSOCIATION POLICY AND TO ENSURE IMPLEMENTATION OF THE GOALS, OBJECTIVES AND ACTIVITIES OF THE ASSOCIATION IN ACCORDANCE WITH THE DESIRES AND NEEDS OF THE MEMBERSHIP. TO PROVIDE GOVERNANCE WITH ADVICE AND COUNSEL AS PRESCRIBED IN WEA POLICY ON THE FORMULATION OF GOALS, OBJECTIVES, POLICY AND ACTIVITIES OF THE ASSOCIATION IN THE FOLLOWING GENERAL AREAS: ACCREDITATION, CERTIFICATION, INSTRUCTION, PERSONNEL, COLLECTIVE BARGAINING, STATE AND FEDERAL LEGISLATION, HUMAN RELATIONS, AND RIGHTS OF SCHOOL EMPLOYEES. TO PROVIDE LEGAL SERVICES AND ADVICE TO WEA, ITS STAFF AND GOVERNANCE, LOCAL ASSOCIATIONS, AND MEMBERS; TO PROTECT AND STRENGTHEN THE LEGAL AND BARGAINING RIGHTS OF SCHOOL EMPLOYEES. PUBLIC POLICY CENTER - TO ENSURE THAT WEA IS A SIGNIFICANT PARTICIPANT IN THE LEGISLATIVE PROCESS OF THE STATE AND NATION, OBTAIN PASSAGE AND IMPLEMENTATION OF LEGISLATION CONSISTENT WITH ASSOCIATION GOALS AND ASSURE ADEQUATE RESOURCE ALLOCATIONS TO IMPROVE SALARIES, CONDITIONS OF WORK, AND EDUCATIONAL PROGRAMS. CENTER FOR EDUCATION QUALITY: ORGANIZING AND ADVOCACY CENTER - TO PROVIDE PROGRAM AND STAFF SERVICES TO ASSIST INDIVIDUAL SCHOOL EMPLOYEES AND LEADERS TO OBTAIN AND UTILIZE THE INDIVIDUAL AND COLLECTIVE POWER THEY NEED TO CONTROL THEIR WORK ENVIRONMENT, INCLUDING APPROPRIATE COMPENSATION. TO PROVIDE RESEARCH SUPPORT ENABLING THE ASSOCIATION TO CARRY OUT ITS GOALS AND OBJECTIVES IN AN EFFICIENT MANNER. COMMUNICATION AND PR CENTER - TO INFORM THE MEMBERSHIP AND THE PUBLIC THROUGH UTILIZATION OF INTERNAL AND EXTERNAL MEDIA OF THE ASSOCIATION'S GOALS AND ACHIEVEMENTS AND OF THE PROFESSION'S CONCERN FOR PUBLIC EDUCATION IN WASHINGTON. FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS DUES PAYING MEMBERS THAT ARE PUBLIC SCHOOL EMPLOYEES IN THE STATE OF WASHINGTON. THESE MEMBERS HAVE THE RIGHT TO VOTE FOR MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERSHIP ANNUALLY ELECTS THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED BY MEMBERS OF THE BUDGET AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ANY IDENTIFIED CONFLICTS ARE ADDRESSED AS PROVIDED FOR IN THE BOARD APPROVED CONFLICT OF INTEREST DOCUMENT. FORM 990, PAGE 6, PART VI, LINE 15A THE COMPENSATION DETERMINATION PROCESS INCLUDES APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, COMPARISONS TO OTHER ORGANIZATIONS, AND IS DOCUMENTED IN BOARD MINUTES. OFFICER/KEY EMPLOYEE COMPENSATION IS DETERMINED AS EMPLOYMENT CONTRACTS ARE ESTABLISHED AND RENEWED. PRESIDENT AND VICE PRESIDENT/TREASURER COMPENSATION IS SET BY BOARD POLICY. ONGOING COMPENSATION IS PERIODICALLY REVIEWED BY THE EXECUTIVE COMMITTEE OR DURING CONTRACT RENEWALS. FORM 990, PAGE 6, PART VI, LINE 15B THE COMPENSATION DETERMINATION PROCESS INCLUDES APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, COMPARISONS TO OTHER ORGANIZATIONS, AND IS DOCUMENTED IN BOARD MINUTES. OFFICER/KEY EMPLOYEE COMPENSATION IS DETERMINED AS EMPLOYMENT CONTRACTS ARE ESTABLISHED AND RENEWED. PRESIDENT AND VICE PRESIDENT/TREASURER COMPENSATION IS SET BY BOARD POLICY. ONGOING COMPENSATION IS PERIODICALLY REVIEWED BY THE EXECUTIVE COMMITTEE OR DURING CONTRACT RENEWALS. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S HEADQUARTERS AND ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9 CHANGE IN UNFUNDED PENSION LIABILITY 17,846,500