2020-05-12T17:49:05-05:00 2019-06-30 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2018-07-01 930803139 AMERICAN FEDERATION OF TEACHERS OREGON FEDERATION 5017 AMER 5036579974 1500 NE IRVING ST NO 575 PORTLAND OR 97232 JODI BARSCHOW EXEC PRESIDENT 5036579974 2020-05-12 1 JAMES BROWNING P01451906 9252779100 66.7.226.66 2020-05-12 15:48:52 PD P D85FB602DC4FA66F28A631CB81EF53DF59ECABFA 92C7F91AD246760067C653CBF66B8BF12B4D5FD1 2018 2021-01-29 14:40:06Z JODI BARSCHOW 1500 NE IRVING ST NO 575 PORTLAND OR 97232 4958342 0 0787 X WWW.OFNHP.ORG X 1979 OR TO DEVELOP OUR LOCAL INTO A MEMBERSHIP THAT IS INVOLVED, EDUCATED, ACTIVE AND EMPOWERED. OFNHP SERVICED MANY MEMBERS WITH GRIEVANCES AND OTHER EMPLOYMENT AND CONTRACT RELATED MATTERS. THE ORGANIZATION PROMOTES HEALTH CARE WITHIN THE COMMUNITY AND SEEKS TO EDUCATE THE COMMUNITY MEMBERS ABOUT HEALTH RISKS AND HOW TO LIVE HEALTHIER LIVES. 17 10 44 0 0 0 0 0 4183706 4767088 11059 28370 33431 162884 4228196 4958342 0 0 0 0 1973518 2388954 0 0 0 2212654 2270253 4186172 4659207 42024 299135 2250606 2421327 372504 244090 1878102 2177237 SEE SCHEDULE O 0 0 THE UNION REPRESENTS APPROXIMATELY 5,300 HEALTH CARE WORKERS AT KAISER AND PEACEHEALTH FACILITIES IN THE GREATER PORTLAND, OREGON AND VANCOUVER, WASHINGTON AREA. THE UNION EMPLOYED FULL-TIME STAFF TO SERVE MEMBERS NEEDS AND TO PROVIDE REPRESENTATION IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS. THE LOCAL KEEPS MEMBERS INFORMED ABOUT WORKPLACE ISSUES AND LABOR MANAGEMENT RELATIONS THROUGH MEETINGS, PUBLICATIONS, ETC. THE UNION ALSO PROVIDES CONTRACTUAL, EMPLOYMENT RELATED, LEGAL ASSISTANCE AND INCREASES MEMBERSHIP THROUGH RECRUITING PROSPECTIVE MEMBERS AND ORANIZING NEW BARGAINING UNITS. THE LOCAL NEGOTIATES CONTRACTS FOR MEMBERS THROUGH THE COLLECTIVE BARGAINING PROCESS. 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 10 0 1 44 1 0 0 0 0 0 0 0 0 X 17 10 0 0 0 0 1 1 1 1 0 0 0 0 1 1 1 1 0 1 0 0 X ZENAIDO GONZALEZ 5036579974 1500 NE IRVING ST SUITE 575 PORTLAND OR 97232 ADRIENNE ENGHOUSE EXEC PRESIDENT 40.00 X X 142977 0 35226 KATIE EKSTROM EXECUTIVE VP - PAST 2.00 X X 4350 0 0 JOHNATHON BAKER PRES LAB PRO BU 2.00 X 0 0 0 MISTY RICHARDS PRES RN BU 2.00 X 3244 0 0 JOSHUA HOLT VP RN BU 30.00 X 73045 0 0 STEPHANIE LIAL EXEC SECRETARY 2.00 X X 3919 0 0 SHARON BROWN PRES RDH BU 2.00 X 368 0 0 CONNIE CARTY VICE PRESIDENT 2.00 X X 1526 0 0 LAURIE HEPPEL VP TECH BU 2.00 X 0 0 0 SHIRLEE MOREHOUSE PRES LAB PRO BU 2.00 X 0 0 0 NINA O'MAILIA VP KP BU 2.00 X 0 0 0 CHRISTINE SCISCIONE VP TECH BU 7.00 X 14393 0 0 LAUREL JOHNSON VP BU - PAST 2.00 X 5005 0 0 GINA SILVA PRESIDENT BU 2.00 X 0 0 0 AMANDA HILL PRES TECH BU - PAST 2.00 X 925 0 0 JODI BARSCHOW VP RN BU 2.00 X 0 0 0 DUSTIN JACOBY PRES TECH BU 20.00 X 38395 0 0 KATHY GIBBENS PRES ONA BU 2.00 X 1528 0 0 BRIAN MILLS PRES MAINT BU - PAST 9.00 X 10150 0 0 ERIC QUINN PRES TECH BU 9.00 X 23324 0 0 JODI ATTEBERRY VP MAINT BU 8.00 X 13216 0 0 336365 0 35226 1 0 1 0 TEDESCO LAW GROUP 12780 SE STARK STREET PORTLAND OR 97233 LEGAL 106285 1 MEMBERSHIP DUES & ASSE 900099 4767088 4767088 4767088 28370 28370 11993 0 11993 11993 11993 AFT REIMBURSEMENTS 900099 104554 104554 AFT ASSISTANCE 900099 36906 36906 REFUNDS 900099 9431 9431 150891 4958342 4929972 0 28370 340126 1505037 200701 162217 180873 127123 25150 8956 53994 102716 45407 266931 48945 123586 1108381 30419 22040 ORGANIZING AND BARGAINI 145017 MEMBER SERVICES 103348 BUILDING PURCHASE INITI 42238 KAISER ALLIANCE 8082 7920 4659207 336242 478715 1631159 1644418 183768 195556 18194 3649 177744 95754 66583 81990 14660 16999 2250606 2421327 320500 208024 52004 36066 372504 244090 X 1878102 2177237 1878102 2177237 2250606 2421327 299135 0 X X 0 1 X 1 0 OFNHP AFT 5017 POLITICAL ACTION COMMITTEE 1500 NE IRVING STREET SUITE 575 PORTLAND OR 97232 471908137 48625 PART I-A, LINE 1 THE LOCAL SPONSORS A SEPARATE, SEGREGATED POLITICAL ACTION COMMITTEE. THE POLITICAL ACTION COMMITTEE MAKES POLITICAL EXPENDITURES FOR POLITICAL CAMPAIGN ACTIVITIES. THE LOCAL'S MEMBERS PROVIDE FUNDING TO THE POLITICAL ACTION COMMITTEE. 55877 29771 26106 121867 65983 55884 81990 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE LOCAL AND TO RECOGNIZE A TAX LIABILITY IF THE LOCAL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE LOCAL HAS ANALYZED THE TAX POSITIONS TAKEN BY THE LOCAL AND HAS CONCLUDED THAT, AS OF JUNE 30, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE LOCAL IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE LOCAL BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2016. X 0 0 0 ADRIENNE ENGHOUSE EXEC PRESIDENT 142977 0 0 0 0 0 16068 0 19158 0 178203 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS INCLUDE REGULAR ACTIVE, RETIRED AND RELIGIOUS EXEMPT MEMBERS. ONLY THE REGULAR ACTIVE MEMBERS ARE ELIGIBLE TO VOTE. FORM 990, PART VI, SECTION A, LINE 7A REGULAR ACTIVE MEMBERS IN GOOD STANDING ELECT ALL OFFICERS AND CHAIRPERSONS OF THE ORGANIZATION'S GOVERNING BODY (EXECUTIVE BOARD) BY A SECRET BALLOT VOTE ANNUALLY, WITH TERMS TWO YEARS IN DURATION FOR EACH POSITION. FORM 990, PART VI, SECTION A, LINE 7B GENERAL PRACTICE HAS BEEN THAT MOST OF THE DECISIONS MADE BY THE GOVERNING BODY ARE APPROVED BY A MAJORITY VOTE OF THE GOVERNING BODY. RATIFICATION OF THE EMPLOYER CONTRACT AND OTHER MAJOR DECISIONS ARE PUT TO A VOTE OF THE REGULAR ACTIVE MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TREASURER, VICE PRESIDENT AND THE PRESIDENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE OFFICERS, COUNCIL MEMBERS AND STAFF DISCLOSE INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST UNDER THE POLICY. SUCH DISCLOSURE IS MADE ON A DISCLOSURE AND ACKNOWLEDGMENT FORM AND FILED WITH THE SECRETARY OF THE UNION. THE SECRETARY OR DESIGNEE MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW & APPROVAL PROCESS - CEO & TOP MANAGEMENT A SUBCOMMITTEE CONTAINING MEMBERS OF THE BOARD WERE SELECTED BY THE BOARD MEMBERS. THE COMMITTEE CREATED AN APPROPRIATE COMPENSATION PACKAGE FOR THE OFFICE OF THE EXECUTIVE PRESIDENT. THE COMMITTEE BROUGHT THE RECOMMENDATION TO THE BOARD FOR DECISION AND FOR A VOTE OF APPROVAL WITH THE ACTION INCLUDED IN THE BOARD MINUTES. WHEN DETERMINING COMPENSATION THE COMMITTEE LOOKED AT THE COMPARABILITY DATA FROM OTHER SIMILAR LABOR UNIONS AND THE RATE OF PAY THE INDIVIDUAL RECEIVED WHILE WORKING FOR THE REPRESENTED EMPLOYER. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE EXECUTIVE BOARD ASSUMES RESPONSIBILITY FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE. OFNHP AFT 5017 POLITICAL ACTION COMMITTEE 1500 NE IRVING ST SUITE 575 PORTLAND OR 97232 471908137 SUPPORT FOR CANDIDATES/MEASURES FOR WORK OR 527 AMERICAN FEDERATION OF TEACHERS OREGON FEDERATION 5017 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0