2020-03-12T13:08:06-05:00 2019-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2018-07-01 930686108 NWEA NWEA 5036241951 121 NW EVERETT STREET PORTLAND OR 97209 CHRIS MINNICH EXECUTIVE VP & CFO 5036241951 2020-03-03 1 JENNIFER BECKER HARRIS P00183358 4254544919 2020-03-03 65.158.230.194 2020-03-03 10:54:19 PS P 9CA007D6FA4ECCBF5600246BD0FD47D8656BF948 9F849F6F0A0ECE233EA2BD6E777D6B9CD8818684 2018 2020-09-23 17:36:50Z CHRIS MINNICH 121 NW EVERETT STREET PORTLAND OR 97209 157793858 0 X WWW.NWEA.ORG X 1977 OR PARTNERING TO HELP ALL KIDS LEARN. 6 5 834 0 0 0 0 4000000 148957659 152742497 258241 598630 -712245 452731 148503655 157793858 134207 340899 0 0 89065959 95227141 0 0 100654 59214409 57441120 148414575 153009160 89080 4784698 80216791 82566493 70785375 68350379 9431416 14216114 PARTNERING TO HELP ALL KIDS LEARN. 0 0 114116192 340899 152895228 DEVELOP AND PROVIDE RESEARCH-BASED EDUCATIONAL GROWTH MEASURES, PROFESSIONAL TRAINING, CONSULTING SERVICES AND STANDARDIZED TEST SCORING TO IMPROVE TEACHING AND LEARNING FOR PUBLIC AND PRIVATE SCHOOL AGENCIES AND STAFF. 114116192 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 296 0 1 834 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR CA NY X GERI COHEN 5036241951 121 NW EVERETT STREET PORTLAND OR 97209 RONALD BLOCKER DIRECTOR 2.00 X 33000 0 0 DEBORAH S DELISLE DIRECTOR 2.00 X 24000 0 0 STEVE FLEISCHMAN BOARD VICE CHAIR 2.00 X X 24000 0 0 PATRICIA E SMITH DIRECTOR 2.00 X 24000 0 0 DR JOSEPH J WISE DIRECTOR 2.00 X 24000 0 0 DR KENNETH K WONG BOARD CHAIR 2.00 X X 24000 0 0 MARK STRICKLAND DIRECTOR 2.00 X 24000 0 0 CHRIS MINNICH CEO 40.00 X 419795 0 66962 GERI COHEN CFO & EVP, CORPORATE SERVICES 40.00 X 273754 0 71867 HUNT WINSTON COO 40.00 X 272900 0 71313 BRENT LIEBERMAN EVP, PARTNER ACCOUNTS 40.00 X 277182 0 68696 JASON MENDENHALL CPO & EVP, RESEARCH 40.00 X 263675 0 72166 FRED MCDANIEL EVP, ASSESSMENT & PL 40.00 X 264865 0 42178 TONI JAFFE CHRO 40.00 X 264384 0 65061 KATIE TOPPING EVP, COMMUNICATIONS & MARKETING 40.00 X 262142 0 47769 MELISSA JOHNSTON CSO 40.00 X 187858 0 60431 RAYMOND YEAGLEY SR VP, RESEARCH & CHIEF ACADEMIC OFFICER 40.00 X 344662 0 45995 NITA GOODRICH VP, STRATEGIC PTRSHPS & BUS DEV 40.00 X 199437 0 42535 DEBORAH SMITH SR VP, PARTNER SERVICES 40.00 X 198378 0 50300 BEN PANNING SR VP, PRODUCT DEVELOPMENT 40.00 X 198108 0 45380 JIM SNELL SR VP, PRODUCT OPS & PARTNER SERV 40.00 X 197313 0 68121 JEFF STRICKLER FORMER PRESIDENT & COO 40.00 X 484022 0 41456 4285475 0 860230 313 1 1 0 HITACHI CONSULTING PO BOX 972980 DALLAS TX 75397 CONTRACT STAFFING 6438727 PRO UNLIMITED INC PO BOX 89-4151 LOS ANGELES CA 90189 CONTRACT STAFFING 3042456 AMAZON WEB SERVICES LLC PO BOX 84023 SEATTLE WA 98124 HOSTING 1663701 EDUCATIONAL DATA SYSTEMS INC 15850 CONCORD CIR STE A MORGAN HILL CA 95037 PAPER/PENCIL TESTING 1312181 CLEVER INC 1263 MISSION STREET SAN FRANCISCO CA 94103 ROSTERING 923796 67 4000000 4000000 LICENSING 611710 141624409 141624409 WORKSHOPS & CONSULTING 611710 8559297 8559297 SERVICE REVENUE 611710 2558791 2558791 152742497 587103 587103 11527 0 11527 11527 11527 LITIGATION SETTLEMENT 900099 300000 300000 REIMBURSEMENT COSTS 611710 152731 152731 452731 157793858 152895228 0 898630 X 340899 340899 3176406 2325093 816925 34388 71000110 52504294 18447452 48364 9415350 6962256 2446199 6895 5850616 4382929 1463551 4136 5784659 4275563 1502225 6871 243925 134159 109766 134556 74006 60550 315775 315775 25588521 16919343 8669178 2507218 2507218 2535854 1732311 803543 3856587 2892440 964147 3802142 3802142 1924490 1383031 541459 6308491 5352830 955661 6767658 5763485 1004173 410146 82029 328117 TRAINING & DEVELOPMENT 1103900 909080 194820 TAXES 606070 448492 157578 REPAIRS & MAINTENANCE 489119 332601 156518 UBI TAXES 36700 27158 9542 809968 649058 160910 153009160 114116192 38792314 100654 4916494 4061692 4899560 6836568 4752153 5390104 2873893 3963064 61703960 16397775 47958009 45306185 3955933 8766758 10456561 7718946 404188 523176 80216791 82566493 15363981 14116629 21052865 21641941 33993939 32502891 374590 88918 70785375 68350379 X 9431416 11944720 2271394 9431416 14216114 80216791 82566493 4784698 0 X 0 1 X 1 0 X 4000000 4000000 114197530 119593453 130759526 149149294 152895228 666595031 114197530 119593453 130759526 149149294 156895228 670595031 0 1285700 1668445 1034675 6038606 5980105 16007531 1285700 1668445 1034675 6038606 5980105 16007531 654587500 298885 92603 113106 254378 587103 1346075 298885 92603 113106 254378 587103 1346075 91807 -1119713 -907341 300000 -1635247 114588222 119686056 129752919 148496331 157782331 670305859 0.97660 0.98110 0.00200 0.00150 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: REIMBURSEMENT REVENUE - 2014 AMOUNT: $ 91,807. LOSS ON CONTRACTS - 2016 AMOUNT: $ -1,119,713. 2017 AMOUNT: $ -982,341. LITIGATION SETTLEMENT - 2017 AMOUNT: $ 75,000. 2018 AMOUNT: $ 300,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 315775 315775 152693385 153009160 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 714443 498333 318420 315775 1846971 250000 250000 250000 250000 1000000 1500000 20425000 20425000 27144347 5076090 22068257 10357725 7830009 2527716 3776888 3491676 285212 45306185 DEFERRED COMPENSATION 88918 88918 157793858 0 157793858 0 157793858 153009160 0 153009160 0 153009160 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 9742 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 13004 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 19586 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 29657 NORTH AMERICA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 19662 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 18 SOUTH AMERICA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 3139 SOUTH ASIA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 837 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 518 0 0 0 0 0 0 95645 518 96163 0 0 0 0 0 1 FORM 990, SCHEDULE F, PART I, LINE 3F THE FOREIGN EXPENDITURES ARE REPORTED ON THE ACCRUAL METHOD OF ACCOUNTING. 1 KHAN ACADEMY INC PO BOX 1630 MOUNTAIN VIEW CA 94042 261544963 501(C)(3) 250000 PRODUCT DEVELOPMENT FOR MAP ACCELERATOR ST JOSEPH THE WORKER CORPORATE INTERNSHIP PROGRAM 7528 N FENWICK AVE PORTLAND OR 97217 931322114 501(C)(3) 31664 GENERAL SUPPORT BIG BROTHERS BIG SISTERS 1827 NE 44TH AVENUE 100 PORTLAND OR 97213 931303640 501(C)(3) 26300 GENERAL SUPPORT ALL HANDS RAISED 2069 NE HOYT ST PORTLAND OR 97232 931149789 501(C)(3) 10000 GENERAL SUPPORT MAYBELLE CENTER FOR COMMUNITY AKA MACDONALD CENTER 121 NW 6TH AVE PORTLAND OR 97209 931060938 501(C)(3) 10000 GENERAL SUPPORT 5 0 PART I, LINE 2: THE GRANT FUNDS ARE FOR GENERAL SUPPORT OF THE AWARDEE ORGANIZATIONS. X 1 1 X X X 1 0 0 0 0 0 0 0 0 CHRIS MINNICH CEO 352718 0 25000 0 42077 0 47500 0 19462 0 486757 0 0 0 GERI COHEN CFO & EVP, CORPORATE SERVICES 265667 0 0 0 8087 0 39850 0 32017 0 345621 0 0 0 HUNT WINSTON COO 267708 0 0 0 5192 0 40156 0 31157 0 344213 0 0 0 BRENT LIEBERMAN EVP, PARTNER ACCOUNTS 270625 0 0 0 6557 0 40594 0 28102 0 345878 0 0 0 JASON MENDENHALL CPO & EVP, RESEARCH 258375 0 0 0 5300 0 38756 0 33410 0 335841 0 0 0 FRED MCDANIEL EVP, ASSESSMENT & PL 259687 0 0 0 5178 0 38953 0 3225 0 307043 0 0 0 TONI JAFFE CHRO 257937 0 0 0 6447 0 38691 0 26370 0 329445 0 0 0 KATIE TOPPING EVP, COMMUNICATIONS & MARKETING 256771 0 0 0 5371 0 23269 0 24500 0 309911 0 0 0 MELISSA JOHNSTON CSO 184391 0 0 0 3467 0 38516 0 21915 0 248289 0 0 0 RAYMOND YEAGLEY SR VP, RESEARCH & CHIEF ACADEMIC OFF 197800 0 0 0 146862 0 29670 0 16325 0 390657 0 0 0 NITA GOODRICH VP, STRATEGIC PTRSHPS & BUS DEV 193500 0 0 0 5937 0 29025 0 13510 0 241972 0 0 0 DEBORAH SMITH SR VP, PARTNER SERVICES 191808 0 1500 0 5070 0 28771 0 21529 0 248678 0 0 0 BEN PANNING SR VP, PRODUCT DEVELOPMENT 192052 0 1000 0 5056 0 28808 0 16572 0 243488 0 0 0 JIM SNELL SR VP, PRODUCT OPS & PARTNER SERV 191123 0 1000 0 5190 0 28669 0 39452 0 265434 0 0 0 JEFF STRICKLER FORMER PRESIDENT & COO 123411 0 0 0 360611 0 13937 0 27519 0 525478 0 0 0 PART I, LINE 1A THE COO LIVES OUT OF STATE AND RECEIVES REIMBURSEMENT FOR HOUSING COSTS NEAR NWEA HEADQUARTERS. THIS BENEFIT IS NOT TREATED AS TAXABLE COMPENSATION TO THE RECIPIENT. PART I, LINE 4A JEFF STRICKLER RECEIVED SEVERANCE IN THE AMOUNT OF $517,575 OF WHICH $273,568 WAS PAID IN MAY 2018 AND $244,007 WAS PAID IN FEBRUARY 2019. RAYMOND YEAGLEY RECEIVED SEVERANCE IN THE AMOUNT OF $109,650 PAID IN DECEMEBER 2018. A STATE OF OREGON 936001787 2015-09-28 37905000 FINANCE BUILDING 0 0 0 A 5280158 37905000 37905000 2015 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 0 0 0 0 0 A 0 SCHOOLHOUSE PARTNERS COMPANY OWNED BY MARK STRICKLAND, DIRECTOR OF NWEA 219050 CONSULTING SERVICES 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING. A FULL COPY OF THE TAX RETURN IS DISTRIBUTED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C SIGNED STATEMENTS ARE COLLECTED ANNUALLY FROM EACH DIRECTOR OR OFFICER OF THE BOARD OF DIRECTORS AND KEY EMPLOYEES THAT AFFIRM THAT EACH INDIVIDUAL HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, COMPLIES WITH THE POLICY, AND UNDERSTANDS THAT NWEA IS A CHARITABLE ORGANIZATION THAT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THE FAILURE OF ANY DIRECTOR OF THE BOARD OF DIRECTORS TO SIGN SUCH A STATEMENT AT LEAST ONCE EVERY TWELVE (12) MONTHS WILL DISQUALIFY THAT INDIVIDUAL FROM FURTHER SERVICE AS A DIRECTOR OF THE BOARD OF DIRECTORS UNTIL THE REQUIRED STATEMENT IS SIGNED. FAILURE TO SIGN BY A KEY EMPLOYEE WILL RESULT IN IMMEDIATE REVIEW UNDER THE DIRECTION OF HUMAN RESOURCES IN CONJUNCTION WITH THE CHIEF FINANCIAL OFFICER. ALL DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY COMPLETE CONFLICT OF INTEREST DISCLOSURES. THESE ARE REVIEWED BY THE CORPORATE SECRETARY TO DETERMINE WHETHER THERE ARE ANY POTENTIAL CONFLICTS OF INTEREST. IF THERE IS A POTENTIAL CONFLICT OF INTEREST AT THE KEY EMPLOYEE OR BOARD LEVEL, THE POTENTIAL CONFLICT IS BROUGHT TO THE BOARD FOR REVIEW AND DETERMINATION REGARDING THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE SETTING OF THE CEO AND OTHER EXECUTIVE COMPENSATION WAS DONE IN CONNECTION WITH AN INDEPENDENT COMPENSATION CONSULTANT WHO REVIEWED MARKET INFORMATION AND MADE RECOMMENDATIONS TO THE BOARD OF DIRECTORS. THE BOARD REVIEWED THE INDEPENDENT ANALYSIS AND RECOMMENDATIONS AND APPROVED COMPENSATION AND PAY RANGES FOR THE CEO AND OTHER MEMBERS OF THE EXECUTIVE TEAM. THE LAST COMPENSATION REVIEW WAS IN AUGUST 2019. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED STAFF: PROGRAM SERVICE EXPENSES 8,688,568. MANAGEMENT AND GENERAL EXPENSES 3,052,740. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,741,308. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 8,230,775. MANAGEMENT AND GENERAL EXPENSES 5,616,438. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,847,213.