OREGON EDUCATION ASSOCIATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OREGON EDUCATION ASSOCIATION (EIN 93-0243443)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-07-17
- IRS object ID
- 202341989349302394
- Schema version
- 2021v4.2
- 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 | 2023-07-17T16:20:40-05:00 | ReturnTs |
| Tax Period End | 2022-08-31 | 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 | 2021-09-01 | 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 | 2023-07-17 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN R RYAN | PreparerPersonNm |
| PTIN | P00737884 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2023-07-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $25,929,656 | 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 | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 233 | TotalEmployeeCnt |
| Total Volunteers | 262 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,187,064 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,717,308 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,160,783 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,332,008 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,366,722 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,352,606 | CYInvestmentIncomeAmt |
| PY Other Revenue | $282,482 | PYOtherRevenueAmt |
| CY Other Revenue | $365,030 | CYOtherRevenueAmt |
| PY Total Revenue | $37,997,051 | PYTotalRevenueAmt |
| CY Total Revenue | $25,766,952 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $751,935 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,739,350 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,750,112 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,012,542 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,511,903 | PYOtherExpensesAmt |
| CY Other Expenses | $5,821,821 | CYOtherExpensesAmt |
| PY Total Expenses | $27,013,950 | PYTotalExpensesAmt |
| CY Total Expenses | $29,573,713 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,983,101 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,806,761 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $69,787,942 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,321,599 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,903,380 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,047,526 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,884,562 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,274,073 | 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 40,606 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 SUMMERLEADERSHIP 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 | Yes (1) | 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 | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 233 | 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 | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | 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 (56 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 SCOTT-SCHWALBACH | |||||||||
| PRESIDENT | 45.00 | 10.00 | Yes (X) | Yes (X) | $165,591 | $0 | $30,850 | ||
| ENRIQUE FARRERA | |||||||||
| VICE PRESIDENT | 45.00 | 10.00 | Yes (X) | Yes (X) | $77,084 | $0 | $9,289 | ||
| RAY LINDSAY | |||||||||
| VICE PRESIDENT - REGION I | 10.00 | 0.00 | Yes (X) | $6,197 | $0 | $0 | |||
| JENNIFER SCURLOCK | |||||||||
| NEA DIRECTOR | 10.00 | 0.00 | Yes (X) | $6,197 | $0 | $0 | |||
| CORINNE SWAN | |||||||||
| VICE PRESIDENT - REGION III | 10.00 | 0.00 | Yes (X) | $6,197 | $0 | $0 | |||
| BETH YARBROUGH | |||||||||
| VICE PRESIDENT - REGION III | 10.00 | 0.00 | Yes (X) | $3,106 | $0 | $0 | |||
| ADOLFO GARZA-CANO | |||||||||
| NEA DIRECTOR | 10.00 | 0.00 | Yes (X) | $1,553 | $0 | $0 | |||
| CHRISTOPHER EARLY | |||||||||
| NEA DIRECTOR | 10.00 | 1.00 | Yes (X) | $1,553 | $0 | $0 | |||
| SAMANTHA PIERS-VANDERPLOEG | |||||||||
| ESP DIRECTOR | 10.00 | 0.00 | Yes (X) | $300 | $0 | $0 | |||
| TRACI HODGSON | |||||||||
| COMMUNITY COLLEGE DIRECTOR | 10.00 | 0.00 | Yes (X) | $600 | $0 | $0 | |||
| STEPHEN SIEGEL | |||||||||
| VICE PRESIDENT - REGION I | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIET SAFIER | |||||||||
| VICE PRESIDENT - REGION II | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LOURDES CRUZ-LUIS | |||||||||
| RACIAL EQUITY DIRECTOR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA LATHAM | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATTI LAWRENCE | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JILL GOLAY | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEJANDRA SAECHAO | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FORREST COOPER | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRINDA NARAYAN-WOLD | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH BARCLAY | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CINDY DOUGHARITY-SPENCER | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER DORSEY | |||||||||
| BOARD DIRECTOR | 6.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW OLESON | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH THIEL | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RUSS PETERSON | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BEN GORMAN | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLENE BAKER | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANELLE WAGNER | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY ALKHOURI ADAMS | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW DENNIS | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIKA INGRAHAM | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDSAY JANSEN-HOSTETLER | |||||||||
| BOARD DIRECTOR | 6.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HELEN JACOBS | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKKA IRUSTA | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA VAUGHAN | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KARINA RAMIREZ VELAZQUEZ | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THUYNGA BARR | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT PERKINS | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW REED | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA HASUIKI | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY CHRISTENSEN | |||||||||
| BOARD DIRECTOR | 6.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BECKY TORRES | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEREMY TAYLOR | |||||||||
| BOARD DIRECTOR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R FOTTER | |||||||||
| EXECUTIVE DIRECTOR | 45.00 | 0.00 | Yes (X) | $191,049 | $0 | $106,369 | |||
| STEPHANIE WELTY | |||||||||
| ASST. EXECUTIVE DIRECTOR, BUS & FIN | 45.00 | 0.00 | Yes (X) | $89,227 | $0 | $64,354 | |||
| KEVIN L WASHINGTON | |||||||||
| ASST. EXECUTIVE DIRECTOR, BUS & FIN | 45.00 | 0.00 | Yes (X) | $27,596 | $0 | $1,502 | |||
| TRACEY-ANN NELSON | |||||||||
| EXECUTIVE DIRECTOR | 45.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN L CRUMPTON | |||||||||
| ASST. EXECUTIVE DIRECTOR, GPS & US | 45.00 | 0.00 | $159,448 | $0 | $199,695 | Yes (X) | |||
| ANGELA M DILEO | |||||||||
| ASST. EXECUTIVE DIRECTOR, ADVOCACY | 45.00 | 0.00 | $157,976 | $0 | $151,334 | Yes (X) | |||
| TRENT A LUTZ | |||||||||
| ASST. EXEC. DIRECTOR, PUB. AFFAIRS | 45.00 | 0.00 | $158,669 | $0 | $93,316 | Yes (X) | |||
| ADAM S ARMS | |||||||||
| GENERAL COUNSEL | 45.00 | 0.00 | $161,895 | $0 | $90,077 | Yes (X) | |||
| JOHN C BERKEY | |||||||||
| UNISERV CONSULTANT | 45.00 | 0.00 | $151,068 | $0 | $136,681 | Yes (X) | |||
| BRETT L NAIR | |||||||||
| UNISERV CONSULTANT | 45.00 | 0.00 | $144,591 | $0 | $139,519 | Yes (X) | |||
| JASON A FOLTZ | |||||||||
| UNISERV CONSULTANT | 45.00 | 0.00 | $145,877 | $0 | $128,566 | Yes (X) | |||
| REBECCA L KONEFAL | |||||||||
| UNISERV CONSULTANT | 45.00 | 0.00 | $145,729 | $0 | $110,130 | Yes (X) | |||
| C JOHN LARSON | |||||||||
| PRESIDENT THRU 07/21 | 0.00 | 0.00 | $173,110 | $0 | $23,561 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,974,613 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,285,243 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 52 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COOPER CONSTRUCTION CO | |||||
| PO BOX 2020 | CLACKAMAS | OR | 970152020 | HVAC INSTALLATION | $2,130,390 |
| MCKANNA BISHOP JOFFE LLLP | |||||
| 1635 NW JOHNSON ST | PORTLAND | OR | 972092310 | LEGAL SERVICES | $333,901 |
| RALPH WISER | |||||
| 7105 SW VARNS ST | PORTLAND | OR | 972238173 | LEGAL SERVICES | $162,289 |
| BENNETT HARTMAN MORRIS & KAPLAN LLP | |||||
| 210 SW MORRISON ST | PORTLAND | OR | 972043149 | LEGAL SERVICES | $146,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $100,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,617,308 | AllOtherContributionsAmt |
| Total Contributions | $1,717,308 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MBR DUES & ASSESSMENTS | Desc |
| Business | 813930 | BusinessCd |
| Total Revenue Column | $22,332,008 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,332,008 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,332,008 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $815,783 | TotalRevenueColumnAmt |
| Exclusion | $815,783 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $161,693 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $137,259 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $24,434 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,434 | TotalRevenueColumnAmt |
| Exclusion | $24,434 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $562,268 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $25,445 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $562,268 | SecuritiesAmt |
| Other | -$25,445 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $536,823 | TotalRevenueColumnAmt |
| Exclusion | $536,823 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REIMBURSEMENTS | 900099 | $331,776 | $331,776 |
| COMMISSIONS | 900099 | $6,164 | $6,164 |
| EASEMENT PAYMENT | 900099 | $1,900 | $1,900 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $756 | TotalRevenueColumnAmt |
| Exclusion | $756 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $340,596 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,766,952 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,332,008 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,717,636 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,508,318 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,032 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,996,403 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,910,976 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,850,013 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,262,886 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992,264 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $898,485 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,575 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,115 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,818 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,022 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,488 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,084 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $936,250 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $901,031 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,985 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,229 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535,441 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,459 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| SURVEYS & POLLS | $79,600 |
| BANK CHARGES | $41,770 |
| GIFTS & AWARDS | $32,511 |
| BAD DEBT | $2,870 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,088 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,573,713 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,620,094 | BOYAmt |
| EOY | $12,561,227 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $802,332 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,486 | BOYAmt |
| EOY | $556,469 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,599 | BOYAmt |
| EOY | $142,063 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,272,105 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,840,176 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,161,015 | BOYAmt |
| EOY | $6,431,929 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,277,197 | BOYAmt |
| EOY | $40,950,004 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305 | BOYAmt |
| EOY | $55,610 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $881,246 | BOYAmt |
| EOY | $821,965 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,787,942 | BOYAmt |
| EOY | $62,321,599 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,602,146 | BOYAmt |
| EOY | $3,306,554 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,460 | BOYAmt |
| EOY | $9,366 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,609,528 | BOYAmt |
| EOY | $2,574,685 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,682,246 | BOYAmt |
| EOY | $32,156,921 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,903,380 | BOYAmt |
| EOY | $38,047,526 | 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 | $20,927,282 | BOYAmt |
| EOY | $23,384,238 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $957,280 | BOYAmt |
| EOY | $889,835 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,884,562 | BOYAmt |
| EOY | $24,274,073 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,787,942 | BOYAmt |
| EOY | $62,321,599 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,806,761 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,840,797 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $27,638 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $14,009,431 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $291,044 | PoliticalExpendituresAmt |
Section527 Political Org Section527PoliticalOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Contributions Rcvd DlvrContributionsRcvdDlvrAmt |
|---|---|---|---|---|---|
| OREGON EDUCATION ASSOCIATION - POLITICAL ACTION COMMITTEE | |||||
| 6900 SW ATLANTA STREET | PORTLAND | OR | 97223 | 930674840 | $90,883 |
| PORTLAND ASSOC OF TEACHERS PAC | |||||
| 345 NE 8TH | PORTLAND | OR | 97232 | 930557517 | $18,275 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | INTERNAL COMMUNICATIONS AND POLITICAL ORGANIZING WITH MEMBERS (NOT THE GENERAL PUBLIC) INCLUDING CANDIDATE RECOMMENDATIONS IN OEA TODAY MAGAZINE AND DIRECT MAIL. | ExplanationTxt |
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 | $12,449,987 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,105,466 | DepreciationAmt |
| Book Value | $5,344,521 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $140,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,000 | DepreciationAmt |
| Book Value | $126,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,904,981 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,720,710 | DepreciationAmt |
| Book Value | $184,271 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,431,929 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| POST RETIREMENT BENEFIT OBLIGATION | $7,336,477 |
| ACCRUED PENSION COSTS | $22,034,472 |
| DEFERRED COMPENSATION LIABILITY | $821,965 |
| ERP PAY LIABILITY | $1,959,308 |
| TENANT SECURITY DEPOSITS | $4,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $32,156,921 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $31,800,384 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,840,797 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $13,657,617 | OtherRevenueAmt |
| Revenue Not Reported | $5,816,820 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,983,564 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$216,612 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$216,612 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,766,952 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,700,572 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $188,974 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $188,974 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,511,598 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $62,115 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $62,115 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,573,713 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES REPORTED ON PART IX -62,115. ACTUARIAL ADJUSTMENTS REPORTED ON PART XI 13,719,732. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSE REPORTED ON PART VIII -137,259. LOSS ON ASSET DISPOSAL REPORTED ON PART VIII -79,353. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PRIOR YEAR ADJUSTMENTS -27,638. RENTAL EXPENSE REPORTED ON PART VIII 137,259. LOSS ON ASSET DISPOSAL REPORTED ON PART VIII 79,353. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES REPORTED ON PART IX 62,115. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 2022 OUR OREGON VOTER GUIDE | ||||||||
| PO BOX 42307 | PORTLAND | OR | 97242 | 883606555 | 527 | $120,000 | $0 | POLITICAL ACTION COMMITTEE |
| BASIC RIGHTS OREGON | ||||||||
| PO BOX 40625 | PORTLAND | OR | 97240 | 931108531 | 501(C)(4) | $14,000 | $0 | POLITICAL SUPPORT AND EVENT SPONSORSHIPS |
| LEGISLATIVE ACCOUNTABILITY 1 | ||||||||
| 525 NE OREGON ST SUITE 430 | PORTLAND | OR | 97242 | 874417433 | $600,000 | $0 | SUPPORT SIGNATURE GATHERING FOR THE LEGISLATIVE ACCOUNTABILITY 1 PETITION | |
| OREGON LABOR CANDIDATE SCHOOL | ||||||||
| PO BOX 86161 | PORTLAND | OR | 97286 | 455341099 | 501(C)(5) | $15,000 | $0 | ANNUAL CONTRIBUTION |
| OREGON ALLIANCE FOR GUN SAFETY | ||||||||
| 4931 SW 76TH AVE BOX 154 | PORTLAND | OR | 97225 | 471182892 | $10,000 | $0 | CONTRIBUTION FOR POLLING ON THE BALLOT MEASURE FOR GUN SAFEY | |
| OREGON PTA | ||||||||
| 4931 SW 76TH AVE BOX 154 | PORTLAND | OR | 97206 | $25,000 | $0 | OUTREACH, EDUCATION, AND ADVOCACY WORK | ||
| OUR OREGON | ||||||||
| 3108 SE 50TH AVE SUITE A | PORTLAND | OR | 97488 | 651247426 | 501(C)(4) | $417,500 | $0 | GENERAL SUPPORT |
| FAMILY FORWARD ACTION FUND | ||||||||
| PO BOX 15146 | PORTLAND | OR | 97293 | 800697682 | 501(C)(4) | $75,000 | $0 | FAMILY FORWARD AS PART OF THE FAIR SHOT COALITION |
| NATIONAL BOARD FOR PROFESSIONAL TEACHING | ||||||||
| 1525 WILSON BLVD NO 700 | ARLINGTON | VA | 22209 | 521512323 | 501(C)(3) | $13,300 | $0 | EDUCATOR CERTIFICATION COURSES |
| EASTERN OREGON UNISERV COUNCIL | ||||||||
| 2804 N MAPLE ST | LA GRANDE | OR | 97850 | 931192577 | 501(C)(5) | $11,013 | $0 | GENERAL SUPPORT |
| EUGENE EDUCATION ASSOCIATION | ||||||||
| 2815 COBURG RD | EUGENE | OR | 97408 | 931050034 | 501(C)(5) | $9,000 | $0 | LOCAL SUPPORT GRANT |
| OREGON EDUCATION ASSOCIATION (ASK ESP) | ||||||||
| 6900 SW ATLANTA ST | PORTLAND | OR | 97223 | 930243443 | 501(C)(5) | $8,781 | $0 | LOCAL SUPPORT GRANT |
| BEAVERTON EDUCATION ASSOCIATION | ||||||||
| 17933 NE EVERGREEN PLACE 220 | BEAVERTON | OR | 97006 | 943144630 | 501(C)(5) | $8,500 | $0 | LOCAL SUPPORT GRANT |
| SALEM-KEIZER EDUCATION ASSOCIATION | ||||||||
| 2540 CORAL AVE NE | SALEM | OR | 97305 | 237008620 | 501(C)(5) | $8,000 | $0 | LOCAL SUPPORT GRANT |
| PORTLAND ASSOCIATION OF TEACHERS | ||||||||
| 345 NE 8TH AVE | PORTLAND | OR | 97232 | 930557517 | 501(C)(6) | $7,500 | $0 | LOCAL SUPPORT GRANT |
| LEBANON EDUCATION ASSOCIATION | ||||||||
| 1916 DRAKE RD | LEBANON | OH | 45036 | 311272712 | $6,655 | $0 | LOCAL SUPPORT GRANT | |
| DAVID DOUGLAS EDUCATION ASSOCIATION | ||||||||
| 8800 SE SUNNYSIDE RD STE 121 | CLACKAMAS | OR | 97015 | 311606950 | 501(C)(5) | $5,775 | $0 | LOCAL SUPPORT GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 16 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | PROFESSIONAL PRACTICE GRANTS | GrantTypeTxt |
| Recipient | 227 | RecipientCnt |
| Cash Grant | $231,032 | 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 (12 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 | ||||||||||||||
| ASST. EXECUTIVE DIRECTOR, GPS & US | $154,921 | $0 | $0 | $0 | $4,527 | $0 | $166,847 | $0 | $32,848 | $0 | $359,143 | $0 | $0 | $0 |
| ANGELA M DILEO | ||||||||||||||
| ASST. EXECUTIVE DIRECTOR, ADVOCACY | $157,976 | $0 | $0 | $0 | $0 | $0 | $130,906 | $0 | $20,428 | $0 | $309,310 | $0 | $0 | $0 |
| JAMES R FOTTER | ||||||||||||||
| EXECUTIVE DIRECTOR | $191,049 | $0 | $0 | $0 | $0 | $0 | $79,328 | $0 | $27,041 | $0 | $297,418 | $0 | $0 | $0 |
| JOHN C BERKEY | ||||||||||||||
| UNISERV CONSULTANT | $143,836 | $0 | $0 | $0 | $7,232 | $0 | $116,034 | $0 | $20,647 | $0 | $287,749 | $0 | $0 | $0 |
| BRETT L NAIR | ||||||||||||||
| UNISERV CONSULTANT | $142,588 | $0 | $0 | $0 | $2,003 | $0 | $118,664 | $0 | $20,855 | $0 | $284,110 | $0 | $0 | $0 |
| JASON A FOLTZ | ||||||||||||||
| UNISERV CONSULTANT | $144,101 | $0 | $0 | $0 | $1,776 | $0 | $95,722 | $0 | $32,844 | $0 | $274,443 | $0 | $0 | $0 |
| REBECCA L KONEFAL | ||||||||||||||
| UNISERV CONSULTANT | $145,729 | $0 | $0 | $0 | $0 | $0 | $85,953 | $0 | $24,177 | $0 | $255,859 | $0 | $0 | $0 |
| TRENT A LUTZ | ||||||||||||||
| ASST. EXEC. DIRECTOR, PUB. AFFAIRS | $158,669 | $0 | $0 | $0 | $0 | $0 | $68,943 | $0 | $24,373 | $0 | $251,985 | $0 | $0 | $0 |
| ADAM S ARMS | ||||||||||||||
| GENERAL COUNSEL | $161,895 | $0 | $0 | $0 | $0 | $0 | $57,180 | $0 | $32,897 | $0 | $251,972 | $0 | $0 | $0 |
| C JOHN LARSON | ||||||||||||||
| PRESIDENT THRU 07/21 | $109,227 | $0 | $0 | $0 | $63,883 | $0 | $7,999 | $0 | $15,562 | $0 | $196,671 | $0 | $0 | $0 |
| REED SCOTT-SCHWALBACH | ||||||||||||||
| PRESIDENT | $165,591 | $0 | $0 | $0 | $0 | $0 | $8,293 | $0 | $22,557 | $0 | $196,441 | $0 | $0 | $0 |
| STEPHANIE WELTY | ||||||||||||||
| ASST. EXECUTIVE DIRECTOR, BUS & FIN | $89,227 | $0 | $0 | $0 | $0 | $0 | $51,549 | $0 | $12,805 | $0 | $153,581 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | IN FY22, 229 VOLUNTEERS SERVED ON VARIOUS COMMITTEES RELATED TO UNION AND EDUCATIONAL ISSUES. 33 INDIVIDUALS SERVED UNCOMPENSATED (WITHOUT STIPEND) ON BOARD POSITIONS. |
| FORM 990, PART VI, SECTION A, LINE 6 | OEA MEMBERS HAVE THE POWER TO ELECT BOARD MEMBERS. |
| 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: | PRIOR PERIOD GAAP RESTATEMENT 289,699. ACTUARIAL ADJUSTMENTS 13,719,732. |
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 | $84,335 | InvolvedAmt |
| Method Of Amount Determination | BOOK | MethodOfAmountDeterminationTxt |