2021-07-15T16:25:57-05:00 2020-08-31 931093736 LAUKA MCGUIRE PC 3511 SE MILWAUKIE AVE PORTLAND OR 97202 990 2019-09-01 930243443 OREGON EDUCATION ASSOCIATION OREG 5036843300 6900 SW ATLANTA ST PORTLAND OR 97223 REED SCOTT-SCHWALBACH VICE PRESIDENT 5036843300 2021-07-15 true TERESA L MCGUIRE P00246434 5032332177 2021-07-15 2019 2022-09-23 18:48:47Z C JOHN LARSON 6900 SW ATLANTA ST TIGARD OR 97223 38203063 false 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. 44 38 250 122 0 2091557 2406118 21894857 22033079 853046 3192736 379956 502622 25219416 28134555 1010312 339050 0 16362358 18949484 0 0 6997654 6157207 24370324 25445741 849092 2688814 52884513 59153349 41406784 46893678 11477729 12259671 X UNITE THE PUBLIC EDUCATION PROFESSION AND TO ADVOCATE FOR THOSE PROFESSIONALS TO ENSURE QUALITY EDUCATION FOR STUDENTS IN OREGON. false false 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 43,789 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. false true true false false false false false false true false false false 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 true false false true 35 0 250 true false false false false false false false false X 44 38 false false false false true true true true true false true true true true true true true true true true false X STEPHANIE WELTY 5036843300 6900 SW ATLANTA STREET PORTLAND OR 97223 JAMES FOTTER EXECUTIVE DI 45.00 X 182725 0 147011 ADAM ARMS GENERAL COUN 45.00 X 152564 0 135999 TRENT LUTZ ASST EXEC DI 45.00 X 146883 0 128256 SUSAN CRUMPTON DIR UNION SC 45.00 X 147176 0 127259 ANGELA DILEO ASST EXEC DI 45.00 X 149824 0 122044 KAREN SPIES UNISERV CONS 45.00 X 131958 0 129238 CATHERINE ALEXANDER UNISERV CONS 45.00 X 132736 0 120964 C JOHN LARSON PRESIDENT 45.00 X X 202777 0 36487 REED SCOTT-SCHWALBACH VICE PRESIDE 45.00 X X 148157 0 28448 KEVIN WASHINGTON ASST DIR FIN 45.00 X 137270 0 36837 LINDSAY RAY REGION 1 VP 10.00 X X 7006 0 0 FORREST COOPER REGION II VP 10.00 X X 5914 0 0 CORI SWAN REGION III V 10.00 X X 5914 0 0 ENRIQUE FARRERA NEA DIRECTOR 10.00 X X 4436 0 0 JOHN SCANLAN NEA DIRECTOR 10.00 X X 4436 0 0 SARAH BARCLAY DIRECTOR 6.00 X 0 0 0 THUYNGA BARR RACIAL EQ DI 10.00 X 0 0 0 ALEJANDRA BARRAGAN ETHNIC MINOR 10.00 X 0 0 0 NICKI BELNAP ESP DIRECTOR 6.00 X 0 0 0 BROOKE BONANOMI DIRECTOR 6.00 X 0 0 0 BECKY CRANE DIRECTOR 6.00 X 0 0 0 MARCEL D'HAEM DIRECTOR 6.00 X 0 0 0 JENNIFER DEFORREST DIRECTOR 6.00 X 0 0 0 JENNIFER DORSEY DIRECTOR 6.00 X 0 0 0 LISA FRAGALA DIRECTOR 6.00 X 0 0 0 ROBERT GLASGOW DIRECTOR 6.00 X 0 0 0 BEN GORMAN DIRECTOR 6.00 X 0 0 0 TRACI HODGSON DIRECTOR 6.00 X 0 0 0 GEOFFREY HUNNICUTT DIRECTOR 6.00 X 0 0 0 MIKKA IRUSTA DIRECTOR 6.00 X 0 0 0 LINDSAY JANSEN-HOSTETTLER DIRECTOR 6.00 X 0 0 0 TOM KANE DIRECTOR 6.00 X 0 0 0 DAYLEE LATHIM DIRECTOR 6.00 X 0 0 0 MISSY LOVE DIRECTOR 6.00 X 0 0 0 ALYSOUN LOWE DIRECTOR 6.00 X 0 0 0 MARY LYNN MARDEN DIRECTOR 6.00 X 0 0 0 KATIE NORDSTROM DIRECTOR 6.00 X 0 0 0 AYLA OLSON DIRECTOR 6.00 X 0 0 0 TRAVIS OVERLEY DIRECTOR 6.00 X 0 0 0 RUSSELL PETERSON DIRECTOR 6.00 X 0 0 0 AL RABCHUK DIRECTOR 6.00 X 0 0 0 MATHHEW REED DIRECTOR 6.00 X 0 0 0 CLARIBEL SANCHEZ DIRECTOR 6.00 X 0 0 0 TYLER SCIALO-LAKEBERG DIRECTOR 6.00 X 0 0 0 LAURA SCRUGGS DIRECTOR 6.00 X 0 0 0 JENNIFER SCURLOCK NEA DIRECTOR 10.00 X X 0 0 0 LISE SHEARER DIRECTOR 6.00 X 0 0 0 GWEN SULLIVAN DIRECTOR 6.00 X 0 0 0 TAMMY SYKES DIRECTOR 6.00 X 0 0 0 ROBIN TROCHE DIRECTOR 6.00 X 0 0 0 HANNA VAANDERING PRES/NEA EXE 10.00 X X 0 0 0 JOSEPH VERMEIRE DIRECTOR 6.00 X 0 0 0 LILY WAGNER DIRECTOR 6.00 X 0 0 0 SCOTT WALLACE DIRECTOR 6.00 X 0 0 0 BROOKE WARREN DIRECTOR 6.00 X 0 0 0 NICHOLE WATSON DIRECTOR 6.00 X 0 0 0 JOHN WEBER DIRECTOR 6.00 X 0 0 0 JANINE WEIR DIRECTOR 6.00 X 0 0 0 TIM WILLETT ESP DIRECTOR 6.00 X 0 0 0 DEB WISKOW DIRECTOR 6.00 X 0 0 0 JANET YAKOPATZ DIRECTOR 6.00 X 0 0 0 BETH YARBROUGH DIRECTOR 6.00 X 0 0 0 1559776 1012543 49 false true false MCKANNA BISHOP JOFFE LLP 1635 NW JOHNSON STREET PORTLAND OR 97209 LEGAL SERVICES 269307 RIVERHOUSE ON THE DESCHUTES 3075 N BUSINESS 97 BEND OR 97702 189444 BENNETT HARTMAN MORRIS & KAPLAN LL 111 SW 5TH AVENUE SUITE PORTLAND OR 97204 LEGAL SERVICES 158074 3 2406118 2406118 MEMBERSHIP DUES 900099 22033079 22033079 22033079 914962 914962 298720 222629 76091 76091 76091 12123653 9845879 2277774 2277774 2277774 LEGAL FEE REIMBURSEMENT 900099 287513 287513 TODAY'S OEA 511120 87939 87939 MISC. INCOME 900099 51079 51079 426531 28134555 22121018 3607419 339050 1409532 8970868 4476002 3229519 863563 516372 237988 93648 617491 109555 856423 908411 120589 348570 61886 OUTSIDE SERVICES & PUBL 709333 LOCAL MEMBER ENGAGEMENT 372572 EQUIPMENT EXPENSE 209334 RELEASE TIME/SUB REIMBURS 119020 876015 25445741 0 0 0 11518919 13266824 1687598 2235454 410225 489786 174566 176809 13101051 8361070 4981609 4739981 33525252 37538998 586344 705497 52884513 59153349 2234473 1972290 1439557 1083989 37732754 43837399 41406784 46893678 X 11477729 12259671 11477729 12259671 52884513 59153349 X 2688814 1626856 -3533728 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 854208 false PORTLAND ASSOC OF TEACHERS PAC 345 NE 8TH PORTLAND OR 97232 930557517 84677 OEA PAC 6900 SW ATLANTA ST PORTLAND OR 97223 930674840 327065 NEA FUND FOR CHILDREN & PUBLIC ED 1201 16TH STREET NW WASHINGTON DC 20036 521140991 54435 SCHEDULE C, PART I-A, LINE 1 INTERNAL COMMUNICATIONS AND POLITICAL ORGANIZING WITH MEMBERS (NOT TO THE GENERAL PUBLIC) INCLUDING CANDIDATE RECOMMENDATIONS IN OEA TODAY MAGAZINE AND DIRECT MAIL. ADMINISTRATION COSTS OF OEA PAC SEPARATE SEGREGATED FUNDS USED FOR POLITICAL PURPOSES. 777137 777137 10018494 6531765 3486729 2219260 1829305 389955 4653821 ACCRUED PENSION COST 32496115 ACCRUED POSTRETIREMENT BENEFIT OBLIG 9257881 ACCRUED EMPLOYEE RETENTION OBLIGATIO 1355736 DEFERRED COMPENSATION 705497 ERP UNFUNDED DEF. COMPENSATION 22170 43837399 29658113 1626856 222629 1849485 27808628 237988 87939 325927 28134555 25342443 222629 222629 25119814 237988 87939 325927 25445741 SCHEDULE D, PAGE 4, PART XI, LINE 2D RENTAL EXPENSE ASSOCIATED WITH RENT INCOME 222,629 SCHEDULE D, PAGE 4, PART XI, LINE 4B CIRCULATION INCOME 87,939 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSE ASSOCIATED WITH RENT INCOME 222,629 SCHEDULE D, PAGE 4, PART XII, LINE 4B CIRCULATION INCOME COSTS 87,939 false OUR OREGON 813 SW ALDER STREET STE 800 PORTLAND OR 97205 651247426 300050 GENERAL SUPPORT OREGON CENTER FOR PUBLIC POLICY PO BOX 69127 PORTLAND OR 97239 14000 GENERAL SUPPORT HERE TOGETHER PO BOX 6536 PORTLAND OR 97228 15000 GENERAL SUPPORT NORTHWEST OREGON LABOR COUNCIL 9955 SE WASHINGTON ST SUITE 305 PORTLAND OR 97216 10000 WORKER FOOD DRIVE SCHEDULE I, PAGE 1, 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 true true X X false false false JAMES FOTTER EXECUTIVE DIRECTOR 172333 10392 121910 25804 329736 ADAM ARMS GENERAL COUNSEL 140277 12287 101587 34882 288563 TRENT LUTZ ASST EXEC DIR PUB AF 139154 7729 100958 27713 275139 SUSAN CRUMPTON DIR UNION SCHOOL 135878 11298 94490 33794 274435 ANGELA DILEO ASST EXEC DIR OF SVC 140280 9544 101130 21470 271868 KAREN SPIES UNISERV CONSULTANT 131611 347 97718 31520 261196 CATHERINE ALEXANDER UNISERV CONSULTANT 128913 3823 95581 25383 253700 C JOHN LARSON PRESIDENT 181318 21459 8759 28239 239264 REED SCOTT-SCHWALBACH VICE PRESIDENT 148120 37 7534 21357 176605 KEVIN WASHINGTON ASST DIR FINANCE 136692 578 11196 27916 174107 FORM 990, PAGE 2, PART III, LINE 4D 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. FORM 990, PAGE 6, PART VI, LINE 6 OEA HAS MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A OEA MEMBERS HAVE THE POWER TO ELECT BOARD MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7B GOVERNANCE DECISIONS ARE SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED BEFORE FILING BY THE ORGANIZATION'S MANAGEMENT AND PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE FINAL FORM 990 IS AVAILABLE TO THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 15A THE COMPENSATION DETERMINATION PROCESS FOR THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, AND OTHER TOP MANAGEMENT OFFICIALS INCLUDED REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION HAS A COMPENSATION POLICY THAT ENSURES THE PAYMENT OF REASONABLE COMPENSATION TO ITS OFFICERS, DIRECTORS, AND KEY EMPLOYEES -- THAT IS, PAYMENT OF COMPENSATION IN AN AMOUNT THAT WOULD ORDINARILY BE PAID FOR LIKE SERVICES BY A LIKE ORGANIZATION UNDER LIKE CIRCUMSTANCES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC EXCEPT AS REQUIRED BY FEDERAL AND STATE LAW. FORM 990, PART XI, LINE 9 ACTUARIAL CHANGE IN RETIREE MEDICAL PLAN -493,663 ACTUARIAL CHANGE IN PENSION PLAN -3,040,065 TOTAL -3,533,728 OEA FOUNDATION 6900 SW ATLANTA ST PORTLAND OR 97223 931188463 CHARITABLE OR 501C3 7 N/A false OEA CHOICE WELFARE BENEFIT TRUST 6900 SW ATLANTA ST BLD 2 PORTLAND OR 97223 930763726 HEALTH & W OR 501C9 NA N/A false false false false false false false false false false true false false false true false false false true false OEA CHOICE WELFARE BENEFIT TRUST J 79492 CASH OEA CHOICE WELFARE BENEFIT TRUST S 8418 CASH OEA FOUNDATION R 119956 CASH