2022-07-14T15:00:11-05:00 2021-08-31 911194016 CLARK NUBER PS 10900 NE 4TH ST STE 1400 BELLEVUE WA 98004 990 2020-09-01 930243443 OREGON EDUCATION ASSOCIATION OREG 5036843300 6900 SW ATLANTA ST PORTLAND OR 97223 ENRIQUE FARRERA VICE PRESIDENT 5036843300 2022-07-15 1 ENRIQUE FARRERA 999009999 MEGAN R RYAN P00737884 4254544919 2022-07-12 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z TRACEY ANN NELSON 6900 SW ATLANTA ST PORTLAND OR 97223 38161952 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. 53 50 204 50 0 0 2406118 2187064 22033079 22160783 3192736 13366722 502622 282482 28134555 37997051 339050 751935 0 0 18949484 20750112 0 0 0 6157207 5511903 25445741 27013950 2688814 10983101 59153349 69787942 46893678 47903380 12259671 21884562 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 SUMMER LEADERSHIP CONFERENCE, FOR MEMBERS AS A CONTINUUM OF EDUCATION. 0 1 1 0 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 54 0 204 0 0 0 0 0 1 1 0 0 0 X 53 50 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X STEPHANIE WELTY 5036843300 6900 SW ATLANTA ST PORTLAND OR 97223 C JOHN LARSON PRESIDENT THRU 7/2021 40.00 10.00 X X 206484 0 27418 REED SCOTT-SCHWALBACH VP THRU 7/21; PRESIDENT EFF. 7/21 40.00 10.00 X X 152365 0 30233 ENRIQUE FARRERA NEA DIR. THRU 7/21; VP EFF. 7/21 10.00 0.00 X X 4505 0 0 LINDSAY C RAY REGION I VICE PRESIDENT 10.00 0.00 X 6006 0 0 JENNIFER L SCURLOCK NEA DIRECTOR 10.00 0.00 X 6006 0 0 CORINNE M SWAN REGION III VICE PRESIDENT 10.00 0.00 X 6006 0 0 JOHN H SCANLAN NEA DIRECTOR 10.00 0.00 X 4505 0 0 MICHELLE B STADELI REGION II VICE PRESIDENT 10.00 0.00 X 3049 0 0 THUYNGA T BARR RACIAL EQUITY DIRECTOR 10.00 0.00 X 600 0 0 NICKI BELNAP ESP DIRECTOR 10.00 1.00 X 600 0 0 FORREST L COOPER REGION II VICE PRESIDENT 6.00 0.00 X 2957 0 0 ALEJANDRA SAECHAO DIRECTOR 6.00 0.00 X 0 0 0 AMANDA O'SULLIVAN DIRECTOR 6.00 1.00 X 0 0 0 ANGELA RHAE SPRACHER DIRECTOR 6.00 0.00 X 0 0 0 AYLA N OLSON DIRECTOR 6.00 1.00 X 0 0 0 BECKY A CRANE DIRECTOR 6.00 0.00 X 0 0 0 BENJAMIN GORMAN DIRECTOR 6.00 0.00 X 0 0 0 BETH YARBROUGH DIRECTOR 6.00 0.00 X 0 0 0 BRINDA NARAYAN-WOLD DIRECTOR 6.00 0.00 X 0 0 0 CHRISTOPHER J EARLY DIRECTOR 6.00 0.00 X 0 0 0 DANIEL COLI NAKOA DIRECTOR 6.00 1.00 X 0 0 0 DAYLEE M LATHIM DIRECTOR 6.00 0.00 X 0 0 0 GWEN SULLIVAN DIRECTOR 6.00 0.00 X 0 0 0 JANET L YAKOPATZ DIRECTOR 6.00 0.00 X 0 0 0 JANINE WEIR DIRECTOR 6.00 0.00 X 0 0 0 JENNIFER DEFORREST DIRECTOR 6.00 0.00 X 0 0 0 JENNIFER M DORSEY DIRECTOR 6.00 0.00 X 0 0 0 JOHN WEBER DIRECTOR 6.00 1.00 X 0 0 0 JOSEPH VERMEIRE DIRECTOR 6.00 0.00 X 0 0 0 JUDITH K CHRISTENSEN DIRECTOR 6.00 1.00 X 0 0 0 JULIET KATHLEEN SAFIER DIRECTOR 6.00 0.00 X 0 0 0 LAURA R SCRUGGS DIRECTOR 6.00 0.00 X 0 0 0 LINDSAY A JANSEN-HOSTETLER DIRECTOR 6.00 1.00 X 0 0 0 LISA M FRAGALA DIRECTOR 6.00 0.00 X 0 0 0 LISE MITCHELL SHEARER DIRECTOR 6.00 0.00 X 0 0 0 LOURDES CRUZ DIRECTOR 6.00 0.00 X 0 0 0 LYNN A RODGERS DIRECTOR 6.00 0.00 X 0 0 0 MARC R DANA DIRECTOR 6.00 0.00 X 0 0 0 MARCY J HOVEY DIRECTOR 6.00 0.00 X 0 0 0 MATTHEW ADAM REED DIRECTOR 6.00 0.00 X 0 0 0 MATTHEW C OLESON DIRECTOR 6.00 0.00 X 0 0 0 MIKKA IRUSTA DIRECTOR 6.00 0.00 X 0 0 0 REBECCA TORRES DIRECTOR 6.00 0.00 X 0 0 0 ROBERT J GLASGOW DIRECTOR 6.00 0.00 X 0 0 0 ROBIN TROCHE DIRECTOR 6.00 0.00 X 0 0 0 RUSS D PETERSON DIRECTOR 6.00 0.00 X 0 0 0 SAMANTHA PIERS-VANDERPLOEG DIRECTOR 6.00 0.00 X 0 0 0 SARAH MARIE BARCLAY DIRECTOR 6.00 0.00 X 0 0 0 STEPHEN H SIEGEL DIRECTOR 6.00 0.00 X 0 0 0 TAMMY C SYKES DIRECTOR 6.00 0.00 X 0 0 0 TIMOTHY WILLETT DIRECTOR 6.00 0.00 X 0 0 0 TRACI A HODGSON DIRECTOR 6.00 0.00 X 0 0 0 TYLER C SCIALO-LAKEBERG DIRECTOR 6.00 0.00 X 0 0 0 JAMES R FOTTER EXECUTIVE DIRECTOR 40.00 0.00 X 187907 0 99354 ADAM ARMS GENERAL COUNSEL 40.00 0.00 X 157481 0 76869 ANGELA M DILEO AED, ADVOCACY 40.00 0.00 X 156144 0 102641 TRENT LUTZ AED, PUBLIC AFFAIRS 40.00 0.00 X 154798 0 74416 SUSAN L CRUMPTON AED, GPS & US 40.00 0.00 X 164734 0 137543 ROXANN P FONOIMOANA UNISERV CONSULTANT 40.00 0.00 X 219132 0 74165 SARAH M MOSKOFF UNISERV CONSULTANT 40.00 0.00 X 157449 0 295666 JASON A FOLTZ UNISERV CONSULTANT 40.00 0.00 X 153455 0 96965 KAREN M SPIES UNISERV CONSULTANT 40.00 0.00 X 151456 0 145755 LAURA L WIMMER PUBLIC AFFAIRS CONSULTANT 40.00 0.00 X 150561 0 181438 2046200 0 1342463 52 0 1 0 MCKANNA BISHOP JOFFE LLP 1635 NW JOHNSON STREET PORTLAND OR 97209 LEGAL SERVICES 266416 BENNETT HARTMAN MORRIS & KAPLAN LLP 210 SW MORRISON STREET 500 PORTLAND OR 972043149 LEGAL SERVICES 160686 2 2187064 2187064 MBR DUES & ASSESSMENTS 813930 22160783 22160783 22160783 661241 661241 180884 164901 15983 15983 15983 12705481 0 12705481 12705481 12705481 REIMBURSEMENTS 900099 254131 254131 WORKERS COMP DIVIDENDS 900099 9305 9305 REBATES 900099 2963 2963 100 100 266499 37997051 22160783 0 13649204 683300 68635 2162350 8252731 6005060 3312186 1017785 672924 51412 126400 654572 551355 265119 463858 1085930 74894 159276 384007 83863 LEGISLATIVE & ADVOCACY 173591 PROF. PRACTICE PGM 169617 FALL MBRSHIP MATERIALS 96173 PUBLICATIONS 95851 403061 27013950 13266824 13620094 2235454 489786 676486 176809 171599 14732358 8571343 4739981 6161015 37538998 48277197 305 705497 881246 59153349 69787942 1972290 2602146 1083989 9460 1609528 43837399 43682246 46893678 47903380 X 12259671 20927282 957280 12259671 21884562 59153349 69787942 X 10983101 -4737577 784095 2595272 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 218322 OREGON EDUCATION ASSOCIATION - POLITICAL ACTION COMMITTEE 6900 SW ATLANTA STREET PORTLAND OR 97223 930674840 158126 NEA FUND FOR CHILDREN AND PUBLIC EDUCATION 1201 16TH STREET SW WASHINGTON DC 20036 930674840 65653 PORTLAND ASSOC OF TEACHERS PAC 345 NE 8TH PORTLAND OR 97232 930557517 37478 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 10018494 6831378 3187116 2000891 1739965 260926 1935836 1935836 6161015 POST RETIREMENT BENEFIT OBLIGATION 9494143 ACCRUED PENSION COSTS 31483877 DEFERRED COMPENSATION LIABILITY 881246 ERP PAY LIABILITY 1818584 TENANT SECURITY DEPOSITS 4396 43682246 0 OUR OREGON 525 NE OREGON ST STE 430 PORTLAND OR 97232 651247426 501(C)(4) 430500 GENERAL SUPPORT, OUR OREGON VOTER GUIDE, DATA SUPPORT. PRESCHOOL FOR ALL PO BOX 6536 PORTLAND OR 97228 853856661 10000 PRESCHOOL FOR ALL CAMPAIGN WASHINGTON COUNTY IGNITE PO BOX 42307 PORTLAND OR 97242 850511611 10000 SPECIAL ELECTION CAMPAIGN SUPPORT CHARITABLE PARTNERSHIP FUND PO BOX 13276 PORTLAND OR 97213 931267966 501(C)(3) 10000 SUPPORT BEAVERTON BLACK GRADUATION CLACKAMAS COMMUNITY COLLEGE ASSOCIATE FACULTY 7738 SE HARMONY ROAD MILWAUKIE OR 97222 943151592 8000 OUTREACH GRANT AND NEW HIRE SUMMER OUTREACH GRANT. MCMINNVILLE EDUCATION ASSOCIATION 770 IVY WAY NE KEIZER OR 97303 930765598 501(C)(5) 10000 BARGAINING CRISIS ASSISTANCE MCKENZIE EDUCATION ASSOCIATION 51187 BLUE RIVER DRIVE FINN ROCK OR 97488 930852462 501(C)(5) 10000 LOCAL FIRE GRANT PHOENIX-TALENT EDUCATION ASSOCIATION 2495 SOUTH PACIFIC HIGHWAY MEDFORD OR 97501 931007619 501(C)(5) 10000 LOCAL FIRE GRANT FAMILY FORWARD ACTION FUND PO BOX 15146 PORTLAND OR 97293 800697682 501(C)(4) 50000 FAIR SHOT COALITION ANNUAL CONTRIBUTION 1 8 PROFESSIONAL PRACTICE GRANTS 66 40252 27283 FAIR MARKET VALUE GRANTS TO LOCAL UNIONS OR SCHOOL DISTRICTS DESIGNATED FOR SPECIFIC INDIVIDUALS. RELIEF FUND DISBURSEMENTS 3 1100 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 SARAH M MOSKOFF UNISERV CONSULTANT 141781 0 0 0 15668 0 270516 0 25150 0 453115 0 0 0 LAURA L WIMMER PUBLIC AFFAIRS CONSULTANT 140785 0 0 0 9776 0 156230 0 25208 0 331999 0 0 0 SUSAN L CRUMPTON AED, GPS & US 151889 0 0 0 12845 0 106761 0 30782 0 302277 0 0 0 KAREN M SPIES UNISERV CONSULTANT 141873 0 0 0 9583 0 114904 0 30851 0 297211 0 0 0 ROXANN P FONOIMOANA UNISERV CONSULTANT 140929 0 39000 0 39203 0 62807 0 11358 0 293297 0 0 0 JAMES R FOTTER EXECUTIVE DIRECTOR 187907 0 0 0 0 0 73928 0 25426 0 287261 0 0 0 ANGELA M DILEO AED, ADVOCACY 156144 0 0 0 0 0 81620 0 21021 0 258785 0 0 0 JASON A FOLTZ UNISERV CONSULTANT 140545 0 0 0 12910 0 66188 0 30777 0 250420 0 0 0 ADAM ARMS GENERAL COUNSEL 157481 0 0 0 0 0 46022 0 30847 0 234350 0 0 0 C JOHN LARSON PRESIDENT THRU 7/2021 206484 0 0 0 0 0 8828 0 18590 0 233902 0 0 0 TRENT LUTZ AED, PUBLIC AFFAIRS 154798 0 0 0 0 0 47847 0 26569 0 229214 0 0 0 REED SCOTT-SCHWALBACH VP THRU 7/21; PRESIDENT EFF. 7/21 152365 0 0 0 0 0 7595 0 22638 0 182598 0 0 0 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 2,588,275. RETURNED GRANTS 6,997. FORM 990, PART IV, LINE 12 AND PART XII, LINE 2 OREGON EDUCATION ASSOCIATION'S AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED AUGUST 31, 2021 ARE NOT ISSUED BY THE FORM 990 DUE DATE. THE FINANCIAL STATEMENTS ARE EXPECTED TO BE ISSUED SHORTLY AFTER FORM 990 IS FILED. 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 0 0 1 0 1 1 0 0 1 1 OEA CHOICE TRUST S 81877 CASH TRANSFERS OREGON EDUCATION ASSOCIATION FOUNDATION R 109238 CASH TRANSFERS