2023-07-17T16:20:40-05:00 2022-08-31 911194016 CLARK NUBER PS 10900 NE 4TH ST STE 1400 BELLEVUE WA 98004 990 2021-09-01 930243443 OREGON EDUCATION ASSOCIATION OREG 5036843300 6900 SW ATLANTA ST PORTLAND OR 97223 TRACEY-ANN NELSON EXECUTIVE DIRECTOR 5034952101 2023-07-17 1 TRACEY-ANN NELSON 999009999 MEGAN R RYAN P00737884 4254544919 2023-07-17 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z REED SCOTT-SCHWALBACH 6900 SW ATLANTA ST PORTLAND OR 97223 25929656 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. 42 40 233 262 0 0 2187064 1717308 22160783 22332008 13366722 1352606 282482 365030 37997051 25766952 751935 1739350 0 0 20750112 22012542 0 0 0 5511903 5821821 27013950 29573713 10983101 -3806761 69787942 62321599 47903380 38047526 21884562 24274073 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 40,606 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 SUMMERLEADERSHIP CONFERENCE, FOR MEMBERS AS A CONTINUUM OF EDUCATION. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 0 1 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 73 0 233 1 0 0 0 0 1 1 0 0 0 X 42 40 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 SCOTT-SCHWALBACH PRESIDENT 45.00 10.00 X X 165591 0 30850 ENRIQUE FARRERA VICE PRESIDENT 45.00 10.00 X X 77084 0 9289 RAY LINDSAY VICE PRESIDENT - REGION I 10.00 0.00 X 6197 0 0 JENNIFER SCURLOCK NEA DIRECTOR 10.00 0.00 X 6197 0 0 CORINNE SWAN VICE PRESIDENT - REGION III 10.00 0.00 X 6197 0 0 BETH YARBROUGH VICE PRESIDENT - REGION III 10.00 0.00 X 3106 0 0 ADOLFO GARZA-CANO NEA DIRECTOR 10.00 0.00 X 1553 0 0 CHRISTOPHER EARLY NEA DIRECTOR 10.00 1.00 X 1553 0 0 SAMANTHA PIERS-VANDERPLOEG ESP DIRECTOR 10.00 0.00 X 300 0 0 TRACI HODGSON COMMUNITY COLLEGE DIRECTOR 10.00 0.00 X 600 0 0 STEPHEN SIEGEL VICE PRESIDENT - REGION I 10.00 0.00 X 0 0 0 JULIET SAFIER VICE PRESIDENT - REGION II 10.00 0.00 X 0 0 0 LOURDES CRUZ-LUIS RACIAL EQUITY DIRECTOR 10.00 0.00 X 0 0 0 LAURA LATHAM BOARD DIRECTOR 6.00 0.00 X 0 0 0 PATTI LAWRENCE BOARD DIRECTOR 6.00 0.00 X 0 0 0 JILL GOLAY BOARD DIRECTOR 6.00 0.00 X 0 0 0 ALEJANDRA SAECHAO BOARD DIRECTOR 6.00 0.00 X 0 0 0 FORREST COOPER BOARD DIRECTOR 6.00 0.00 X 0 0 0 BRINDA NARAYAN-WOLD BOARD DIRECTOR 6.00 0.00 X 0 0 0 SARAH BARCLAY BOARD DIRECTOR 6.00 0.00 X 0 0 0 CINDY DOUGHARITY-SPENCER BOARD DIRECTOR 6.00 0.00 X 0 0 0 JENNIFER DORSEY BOARD DIRECTOR 6.00 1.00 X 0 0 0 MATTHEW OLESON BOARD DIRECTOR 6.00 0.00 X 0 0 0 ELIZABETH THIEL BOARD DIRECTOR 6.00 0.00 X 0 0 0 RUSS PETERSON BOARD DIRECTOR 6.00 0.00 X 0 0 0 BEN GORMAN BOARD DIRECTOR 6.00 0.00 X 0 0 0 CHARLENE BAKER BOARD DIRECTOR 6.00 0.00 X 0 0 0 JANELLE WAGNER BOARD DIRECTOR 6.00 0.00 X 0 0 0 NANCY ALKHOURI ADAMS BOARD DIRECTOR 6.00 0.00 X 0 0 0 ANDREW DENNIS BOARD DIRECTOR 6.00 0.00 X 0 0 0 ERIKA INGRAHAM BOARD DIRECTOR 6.00 0.00 X 0 0 0 LINDSAY JANSEN-HOSTETLER BOARD DIRECTOR 6.00 1.00 X 0 0 0 HELEN JACOBS BOARD DIRECTOR 6.00 0.00 X 0 0 0 MIKKA IRUSTA BOARD DIRECTOR 6.00 0.00 X 0 0 0 CYNTHIA VAUGHAN BOARD DIRECTOR 6.00 0.00 X 0 0 0 KARINA RAMIREZ VELAZQUEZ BOARD DIRECTOR 6.00 0.00 X 0 0 0 THUYNGA BARR BOARD DIRECTOR 6.00 0.00 X 0 0 0 SCOTT PERKINS BOARD DIRECTOR 6.00 0.00 X 0 0 0 MATTHEW REED BOARD DIRECTOR 6.00 0.00 X 0 0 0 LISA HASUIKI BOARD DIRECTOR 6.00 0.00 X 0 0 0 JUDY CHRISTENSEN BOARD DIRECTOR 6.00 1.00 X 0 0 0 BECKY TORRES BOARD DIRECTOR 6.00 0.00 X 0 0 0 JEREMY TAYLOR BOARD DIRECTOR 6.00 0.00 X 0 0 0 JAMES R FOTTER EXECUTIVE DIRECTOR 45.00 0.00 X 191049 0 106369 STEPHANIE WELTY ASST. EXECUTIVE DIRECTOR, BUS & FIN 45.00 0.00 X 89227 0 64354 KEVIN L WASHINGTON ASST. EXECUTIVE DIRECTOR, BUS & FIN 45.00 0.00 X 27596 0 1502 TRACEY-ANN NELSON EXECUTIVE DIRECTOR 45.00 0.00 X 0 0 0 SUSAN L CRUMPTON ASST. EXECUTIVE DIRECTOR, GPS & US 45.00 0.00 X 159448 0 199695 ANGELA M DILEO ASST. EXECUTIVE DIRECTOR, ADVOCACY 45.00 0.00 X 157976 0 151334 TRENT A LUTZ ASST. EXEC. DIRECTOR, PUB. AFFAIRS 45.00 0.00 X 158669 0 93316 ADAM S ARMS GENERAL COUNSEL 45.00 0.00 X 161895 0 90077 JOHN C BERKEY UNISERV CONSULTANT 45.00 0.00 X 151068 0 136681 BRETT L NAIR UNISERV CONSULTANT 45.00 0.00 X 144591 0 139519 JASON A FOLTZ UNISERV CONSULTANT 45.00 0.00 X 145877 0 128566 REBECCA L KONEFAL UNISERV CONSULTANT 45.00 0.00 X 145729 0 110130 C JOHN LARSON PRESIDENT THRU 07/21 0.00 0.00 X 173110 0 23561 1974613 0 1285243 52 0 1 0 COOPER CONSTRUCTION CO PO BOX 2020 CLACKAMAS OR 970152020 HVAC INSTALLATION 2130390 MCKANNA BISHOP JOFFE LLLP 1635 NW JOHNSON ST PORTLAND OR 972092310 LEGAL SERVICES 333901 RALPH WISER 7105 SW VARNS ST PORTLAND OR 972238173 LEGAL SERVICES 162289 BENNETT HARTMAN MORRIS & KAPLAN LLP 210 SW MORRISON ST PORTLAND OR 972043149 LEGAL SERVICES 146065 4 100000 1617308 1717308 MBR DUES & ASSESSMENTS 813930 22332008 22332008 22332008 815783 815783 161693 137259 24434 24434 24434 562268 0 25445 562268 -25445 536823 536823 REIMBURSEMENTS 900099 331776 331776 COMMISSIONS 900099 6164 6164 EASEMENT PAYMENT 900099 1900 1900 756 756 340596 25766952 22332008 0 1717636 1508318 231032 1996403 9910976 4850013 4262886 992264 898485 61575 62115 741818 37022 562488 705084 936250 901031 79985 61229 535441 68459 SURVEYS & POLLS 79600 BANK CHARGES 41770 GIFTS & AWARDS 32511 BAD DEBT 2870 14088 29573713 13620094 12561227 0 802332 676486 556469 171599 142063 15272105 8840176 6161015 6431929 48277197 40950004 305 55610 881246 821965 69787942 62321599 2602146 3306554 9460 9366 1609528 2574685 43682246 32156921 47903380 38047526 X 20927282 23384238 957280 889835 21884562 24274073 69787942 62321599 X -3806761 -7840797 27638 14009431 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 291044 OREGON EDUCATION ASSOCIATION - POLITICAL ACTION COMMITTEE 6900 SW ATLANTA STREET PORTLAND OR 97223 930674840 90883 PORTLAND ASSOC OF TEACHERS PAC 345 NE 8TH PORTLAND OR 97232 930557517 18275 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. 777137 777137 12449987 7105466 5344521 140000 14000 126000 1904981 1720710 184271 6431929 POST RETIREMENT BENEFIT OBLIGATION 7336477 ACCRUED PENSION COSTS 22034472 DEFERRED COMPENSATION LIABILITY 821965 ERP PAY LIABILITY 1959308 TENANT SECURITY DEPOSITS 4699 32156921 31800384 -7840797 13657617 5816820 25983564 -216612 -216612 25766952 29700572 188974 188974 29511598 62115 62115 29573713 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. 0 2022 OUR OREGON VOTER GUIDE PO BOX 42307 PORTLAND OR 97242 883606555 527 120000 0 POLITICAL ACTION COMMITTEE BASIC RIGHTS OREGON PO BOX 40625 PORTLAND OR 97240 931108531 501(C)(4) 14000 0 POLITICAL SUPPORT AND EVENT SPONSORSHIPS LEGISLATIVE ACCOUNTABILITY 1 525 NE OREGON ST SUITE 430 PORTLAND OR 97242 874417433 600000 0 SUPPORT SIGNATURE GATHERING FOR THE LEGISLATIVE ACCOUNTABILITY 1 PETITION OREGON LABOR CANDIDATE SCHOOL PO BOX 86161 PORTLAND OR 97286 455341099 501(C)(5) 15000 0 ANNUAL CONTRIBUTION OREGON ALLIANCE FOR GUN SAFETY 4931 SW 76TH AVE BOX 154 PORTLAND OR 97225 471182892 10000 0 CONTRIBUTION FOR POLLING ON THE BALLOT MEASURE FOR GUN SAFEY OREGON PTA 4931 SW 76TH AVE BOX 154 PORTLAND OR 97206 25000 0 OUTREACH, EDUCATION, AND ADVOCACY WORK OUR OREGON 3108 SE 50TH AVE SUITE A PORTLAND OR 97488 651247426 501(C)(4) 417500 0 GENERAL SUPPORT FAMILY FORWARD ACTION FUND PO BOX 15146 PORTLAND OR 97293 800697682 501(C)(4) 75000 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) 13300 0 EDUCATOR CERTIFICATION COURSES EASTERN OREGON UNISERV COUNCIL 2804 N MAPLE ST LA GRANDE OR 97850 931192577 501(C)(5) 11013 0 GENERAL SUPPORT EUGENE EDUCATION ASSOCIATION 2815 COBURG RD EUGENE OR 97408 931050034 501(C)(5) 9000 0 LOCAL SUPPORT GRANT OREGON EDUCATION ASSOCIATION (ASK ESP) 6900 SW ATLANTA ST PORTLAND OR 97223 930243443 501(C)(5) 8781 0 LOCAL SUPPORT GRANT BEAVERTON EDUCATION ASSOCIATION 17933 NE EVERGREEN PLACE 220 BEAVERTON OR 97006 943144630 501(C)(5) 8500 0 LOCAL SUPPORT GRANT SALEM-KEIZER EDUCATION ASSOCIATION 2540 CORAL AVE NE SALEM OR 97305 237008620 501(C)(5) 8000 0 LOCAL SUPPORT GRANT PORTLAND ASSOCIATION OF TEACHERS 345 NE 8TH AVE PORTLAND OR 97232 930557517 501(C)(6) 7500 0 LOCAL SUPPORT GRANT LEBANON EDUCATION ASSOCIATION 1916 DRAKE RD LEBANON OH 45036 311272712 6655 0 LOCAL SUPPORT GRANT DAVID DOUGLAS EDUCATION ASSOCIATION 8800 SE SUNNYSIDE RD STE 121 CLACKAMAS OR 97015 311606950 501(C)(5) 5775 0 LOCAL SUPPORT GRANT 1 16 PROFESSIONAL PRACTICE GRANTS 227 231032 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 ASST. EXECUTIVE DIRECTOR, GPS & US 154921 0 0 0 4527 0 166847 0 32848 0 359143 0 0 0 ANGELA M DILEO ASST. EXECUTIVE DIRECTOR, ADVOCACY 157976 0 0 0 0 0 130906 0 20428 0 309310 0 0 0 JAMES R FOTTER EXECUTIVE DIRECTOR 191049 0 0 0 0 0 79328 0 27041 0 297418 0 0 0 JOHN C BERKEY UNISERV CONSULTANT 143836 0 0 0 7232 0 116034 0 20647 0 287749 0 0 0 BRETT L NAIR UNISERV CONSULTANT 142588 0 0 0 2003 0 118664 0 20855 0 284110 0 0 0 JASON A FOLTZ UNISERV CONSULTANT 144101 0 0 0 1776 0 95722 0 32844 0 274443 0 0 0 REBECCA L KONEFAL UNISERV CONSULTANT 145729 0 0 0 0 0 85953 0 24177 0 255859 0 0 0 TRENT A LUTZ ASST. EXEC. DIRECTOR, PUB. AFFAIRS 158669 0 0 0 0 0 68943 0 24373 0 251985 0 0 0 ADAM S ARMS GENERAL COUNSEL 161895 0 0 0 0 0 57180 0 32897 0 251972 0 0 0 C JOHN LARSON PRESIDENT THRU 07/21 109227 0 0 0 63883 0 7999 0 15562 0 196671 0 0 0 REED SCOTT-SCHWALBACH PRESIDENT 165591 0 0 0 0 0 8293 0 22557 0 196441 0 0 0 STEPHANIE WELTY ASST. EXECUTIVE DIRECTOR, BUS & FIN 89227 0 0 0 0 0 51549 0 12805 0 153581 0 0 0 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. 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 84335 BOOK