2020-07-15T20:10:14-05:00 2019-08-31 931093736 LAUKA MCGUIRE PC 3511 SE MILWAUKIE AVE PORTLAND OR 97202 990 2018-09-01 930243443 OREGON EDUCATION ASSOCIATION OREG 5036843300 6900 SW ATLANTA ST PORTLAND OR 97223 REED SCOTT-SCHWALBACH VICE PRESIDENT 5036843300 2020-07-15 true TERESA L MCGUIRE P00246434 5032332177 2020-07-15 74.92.164.69 2020-07-15 20:10:14 CD P E6D2BD345DA3EE31CD26C2AA04F944E197CD9EAB 13AA4DB0906473F61DBABB59D9B5C88926FD680D 2018 2021-09-10 13:11:23Z C JOHN LARSON 6900 SW ATLANTA ST TIGARD OR 97223 30725708 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. 45 37 198 575 0 1766333 2091557 22335524 21894857 2076103 853046 607999 379956 26785959 25219416 295218 1010312 0 16267979 16362358 0 0 7772781 6997654 24335978 24370324 2449981 849092 50341694 52884513 29335207 41406784 21006487 11477729 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 APPROXIMATE 42,500 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 64 0 198 true false false false false false false false false X 45 37 false false false false true true true true true false true true true true true true true true true true false X KEVIN WASHINGTON 5036843300 6900 SW ATLANTA ST PORTLAND OR 97223 C JOHN LARSON PRESIDENT 45.00 X X 193012 0 36068 REED SCOTT-SCHWALBACH VICE PRESIDE 45.00 X X 146734 0 28706 FOREST COOPER REGION II VP 10.00 X X 5860 0 0 CORI SWAN REGION III V 10.00 X X 5860 0 0 JENNIFER SCURLOCK NEA DIRECTOR 10.00 X X 5860 0 0 JOHN SCANLAN NEA DIRECTOR 10.00 X X 5244 0 0 ENRIQUE FARRERA NEA DIRECTOR 10.00 X X 5244 0 0 LINDSAY RAY REGION 1 VP 10.00 X X 2809 0 0 HANNA VAANDERING PRES/NEA EXE 45.00 X X 0 0 0 JOSEPH VERMEIRE DIRECTOR 6.00 X 0 0 0 ROBERT GLASGOW DIRECTOR 6.00 X 0 0 0 LAURA SCRUGGS DIRECTOR 6.00 X 0 0 0 TRAVIS OVERLEY DIRECTOR 6.00 X 0 0 0 JOE MINSON DIRECTOR 6.00 X 0 0 0 THUYNGA BARR RACIAL EQ DI 10.00 X 0 0 0 TIM WILLETT ESP DIRECTOR 10.00 X 0 0 0 NICKI BELNAP ESP DIRECTOR 10.00 X 0 0 0 MISSY LOVE DIRECTOR 6.00 X 0 0 0 BROOKE BONANOMI DIRECTOR 6.00 X 0 0 0 TOM KANE DIRECTOR 6.00 X 0 0 0 LYNDA SANDERS DIRECTOR 6.00 X 0 0 0 CLARIBEL SANCHEZ DIRECTOR 6.00 X 0 0 0 JOHN WEBER DIRECTOR 6.00 X 0 0 0 ROBIN TROCHE DIRECTOR 6.00 X 0 0 0 JENNIFER DEFORREST DIRECTOR 6.00 X 0 0 0 MIKKA IRUSTA DIRECTOR 6.00 X 0 0 0 LINDSAY JANSEN DIRECTOR 6.00 X 0 0 0 LISE SHEARER DIRECTOR 6.00 X 0 0 0 ALYSOUN LOWE DIRECTOR 6.00 X 0 0 0 JANINE WEIR DIRECTOR 6.00 X 0 0 0 TAMMY SYKES DIRECTOR 6.00 X 0 0 0 GWEN SULLIVAN DIRECTOR 6.00 X 0 0 0 NICHOLE WATSON DIRECTOR 6.00 X 0 0 0 AYLA OLSON DIRECTOR 6.00 X 0 0 0 SARAH BARCLAY DIRECTOR 6.00 X 0 0 0 BECKY CRANE DIRECTOR 6.00 X 0 0 0 LISA FRAGALA DIRECTOR 6.00 X 0 0 0 TYLER SCIALO-LAKEBERG DIRECTOR 6.00 X 0 0 0 AL RABCHUK DIRECTOR 6.00 X 0 0 0 RUSSELL PETERSON DIRECTOR 6.00 X 0 0 0 BEN GORMAN DIRECTOR 6.00 X 0 0 0 DAYLEE LATHIM DIRECTOR 6.00 X 0 0 0 MARY LYNN MARDEN DIRECTOR 6.00 X 0 0 0 GEOFFREY HUNNICUTT DIRECTOR 6.00 X 0 0 0 BROOKE WARREN DIRECTOR 6.00 X 0 0 0 LILY WAGNER DIRECTOR 6.00 X 0 0 0 KATIE NORDSTROM DIRECTOR 6.00 X 0 0 0 BETH YARBROUGH DIRECTOR 6.00 X 0 0 0 MATHHEW REED DIRECTOR 6.00 X 0 0 0 DEB WISCOW DIRECTOR 6.00 X 0 0 0 TRACY HODGSON DIRECTOR 6.00 X 0 0 0 SCOTT WALLACE DIRECTOR 6.00 X 0 0 0 ALEJANDRA BARRAGAN ETHNIC MINOR 6.00 X 0 0 0 JANET YAKOPATZ DIRECTOR 6.00 X 0 0 0 MARCEL D'HAEM DIRECTOR 6.00 X 0 0 0 KEVIN WASHINGTON ASST DIR FIN 45.00 X 121768 0 29610 ROBERT SANDE ASST DIR FIN 45.00 X 103323 0 46491 JAMES FOTTER EXECUTIVE DI 45.00 X 178089 0 126565 ADAM ARMS GENERAL COUN 45.00 X 149682 0 121027 ANGELA DILEO ASST EXEC DI 45.00 X 146817 0 103693 SUSAN CRUMPTON DIR UNION SC 45.00 X 144350 0 111519 KATHI KOENIG CONSULTANT 45.00 X 141801 0 68480 TRENT LUTZ ASST EXEC DI 45.00 X 141620 0 113218 1498073 785377 46 false true false MCKANNA BISHOP JOFFE LLP 1635 NW JOHNSON STREET PORTLAND OR 97209 LEGAL SERVICES 364283 BENNETT HARTMAN MORRIS & KAPLAN LL 111 SW 5TH AVENUE SUITE PORTLAND OR 97204 LEGAL SERVICES 201629 EMERALD STAFFING KRUSE WOODS ONE PO BOX 1365 LAKE OSWEGO OR 97035 STAFFING 172721 3 2091557 2091557 MEMBERSHIP DUES 900099 21894857 21894857 21894857 939330 939330 234449 220955 13494 13494 13494 5199053 5285337 -86284 -86284 -86284 LEGAL FEE REIMBURSEMENT 900099 231232 231232 TODAY'S OEA 511120 84751 84751 MISC. INCOME 900099 50479 50479 366462 25219416 21893324 1234535 1010312 993659 8131085 3014028 3430504 793082 672916 48092 226681 40763 577304 709483 711798 280317 449538 OTHER EXPENSES 800748 OUTSIDE SERVICES 618386 EQUIPMENT EXPENSE 328913 ORGANIZING EXPENSE 308520 1224195 24370324 0 0 0 8655719 11518919 1373551 1687598 598788 410225 165275 174566 12924949 7943340 5392176 4981609 33409864 33525252 746321 586344 50341694 52884513 1985947 2234473 992666 1439557 26356594 37732754 29335207 41406784 X 21006487 11477729 21006487 11477729 50341694 52884513 X 849092 53068 -10430918 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 600326 false PORTLAND ASSOC OF TEACHERS PAC 345 NE 8TH PORTLAND OR 97232 930557517 73450 OEA PAC 6900 SW ATLANTA ST PORTLAND OR 97223 930674840 334327 NEA FUND FOR CHILDREN & PUBLIC ED 1201 16TH STREET NW WASHINGTON DC 20036 521140991 56189 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 10012684 6216434 3796250 2135128 1726906 408222 4981609 ACCRUED PENSION COST 27488619 ACCRUED POSTRETIREMENT BENEFIT OBLIG 8338134 ACCRUED EMPLOYEE RETENTION OBLIGATIO 1298239 DEFERRED COMPENSATION 586344 ERP UNFUNDED DEF. COMPENSATION 21418 37732754 25182007 53068 220955 274023 24907984 226681 84751 311432 25219416 24279847 220955 220955 24058892 226681 84751 311432 24370324 SCHEDULE D, PAGE 4, PART XI, LINE 2D RENTAL EXPENSE ASSOCIATED WITH RENT INCOME 220,955 SCHEDULE D, PAGE 4, PART XI, LINE 4B CIRCULATION INCOME 84,751 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSE ASSOCIATED WITH RENT INCOME 220,955 SCHEDULE D, PAGE 4, PART XII, LINE 4B CIRCULATION INCOME COSTS 84,751 false OUR OREGON 813 SW ALDER STREET STE 800 PORTLAND OR 97205 651247426 183500 GENERAL SUPPORT OREGON CENTER FOR PUBLIC POLIC PO BOX 69127 PORTLAND OR 97239 10000 GENERAL SUPPORT ELKTON EDUCATION ASSOCIATION PO BOX 390 ELKTON OR 97436 9000 GENERAL SUPPORT VOTE NO ON 103 3221 SE 20TH AVE PORTLAND OR 97202 400000 GENERAL SUPPORT VOTE NO ON 104 3221 SE 20TH AVE PORTLAND OR 97202 400000 GENERAL SUPPORT 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 C JOHN LARSON PRESIDENT 149234 43778 8528 28074 229080 REED SCOTT-SCHWALBACH VICE PRESIDENT 128360 18374 7531 21641 175440 KEVIN WASHINGTON ASST DIR FINANCE 121716 52 3648 26481 151378 JAMES FOTTER EXECUTIVE DIRECTOR 167264 10825 100722 26569 304654 ADAM ARMS GENERAL COUNSEL 141560 8122 85860 35660 270709 ANGELA DILEO ASST EXEC DIR OF SVC 136105 10712 82518 21754 250510 SUSAN CRUMPTON DIR UNION SCHOOL 133451 10899 78148 33799 255869 2094 KATHI KOENIG CONSULTANT 124532 17269 55929 13164 210281 3907 TRENT LUTZ ASST EXEC DIR PUB AF 136104 5516 82920 30736 254838 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 -1,135,141 ACTUARIAL CHANGE IN PENSION PLAN -9,295,777 TOTAL -10,430,918 OEA CHOICE WELFARE BENEFIT TRUST 6900 SW ATLANTA ST BLD 2 PORTLAND OR 97223 930763726 HEALTH & W OR 501C9 NA N/A false OEA FOUNDATION 6900 SW ATLANTA STREET PORTLAND OR 97223 931188463 FOUNDATION OR 501C3 NA N/A false false false false false false false false false false true false false false false false false false false true OEA CHOICE WELFARE BENEFIT TRUST J 77177 CASH RECEIPT OEA CHOICE WELFARE BENEFIT TRUST S 56761 CASH RECEIPT OEA FOUNDATION S 153133 CASH PAYMENT