2019-07-15T12:02:53-05:00 2018-08-31 931093736 LAUKA MCGUIRE PC 3511 SE MILWAUKIE AVE PORTLAND OR 97202 990 2017-09-01 930243443 OREGON EDUCATION ASSOCIATION OREG 5036843300 6900 SW ATLANTA ST PORTLAND OR 97223 REED SCOTT-SCHWALBACH VICE PRESIDENT 5036843300 2019-07-12 true TERESA L MCGUIRE P00246434 5032332177 2019-07-15 74.92.164.69 2019-07-15 12:02:53 CD P 63EF2711B3F56E156D8E390B9E617D32BF1784C0 3E2FBAF7C9E555BA1336B12E3081347BCC960E00 2017 2019-02-21 02:37:17Z C JOHN LARSON 6900 SW ATLANTA ST TIGARD OR 97223 30022959 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. 43 35 210 575 10000 1896320 1766333 22172972 22335524 1988463 2076103 536181 607999 26593936 26785959 3995681 295218 0 16133094 16267979 0 0 7831311 7772781 27960086 24335978 -1366150 2449981 44669378 50341694 27619545 29335207 17049833 21006487 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 ORDRE TO USE INFORMED AND STRATEGIC APPROACHES TO BARGAINING AND ADVOCACY TO ENSURE A FAIR CONTRACT AND IMPROVED WORKING AND LEARNING CONDITIONS FOR OEA'S 45,000 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 40 0 210 true true true false false false false false X 43 35 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 STREET PORTLAND OR 97223 C JOHN LARSON PRESIDENT 45.00 X X 179071 0 80072 HANNA VAANDERING PRES/NEA EXE 45.00 X X 138496 0 48197 REED SCOTT-SCHWALBACH VICE PRESIDE 45.00 X X 74709 0 34520 FOREST COOPER REGION II VP 10.00 X X 6011 0 0 KEITH AYERS REGION 1 VP 10.00 X X 5821 0 0 JENNIFER SCURLOCK NEA DIRECTOR 10.00 X X 5821 0 0 ENRIQUE FARRERA NEA DIRECTOR 10.00 X X 5180 0 0 CORI SWAN REGION III V 10.00 X X 2783 0 0 JOHN SCANLAN NEA DIRECTOR 10.00 X X 2321 0 0 LINDSAY RAY REGION 1 VP 10.00 X X 0 0 0 JOSEPH VERMEIRE DIRECTOR 6.00 X 0 0 0 ROBERT GLASGOW DIRECTOR 6.00 X 0 0 0 JOHN SCOTT DIRECTOR 6.00 X 0 0 0 LAURA SCRUGGS DIRECTOR 6.00 X 0 0 0 TINA LEATON DIRECTOR 6.00 X 0 0 0 BOBBY MARSHALL 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 DIANA COLLINS DIRECTOR 6.00 X 0 0 0 AL RABCHUCK 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 PAULA NELSON DIRECTOR 6.00 X 0 0 0 GEOFF HUNNICUTT DIRECTOR 6.00 X 0 0 0 BROOKE WARREN DIRECTOR 6.00 X 0 0 0 SUSAN HUFFMAN DIRECTOR 6.00 X 0 0 0 HELEN JACOBS DIRECTOR 6.00 X 0 0 0 KELVIN CALKINS DIRECTOR 6.00 X 0 0 0 VANESSA TODD 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 BETHANNE YARBROUGH DIRECTOR 6.00 X 0 0 0 MATHEW REED DIRECTOR 6.00 X 0 0 0 NANCI STAUFFER DIRECTOR 6.00 X 0 0 0 DEB WISKOW 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 KATHY COON ESP DIRECTOR 6.00 X 0 0 0 ALEJANDRA BARRAGAN ETHNIC MINOR 6.00 X 0 0 0 KAREN LAURENCE DIRECTOR 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 ROBERT SANDE ASST DIR FIN 45.00 X 152681 0 58901 KEVIN WASHINGTON ASSIS DIR FI 45.00 X 0 0 0 JAMES FOTTER EXECUTITVE D 45.00 X 175522 0 78726 COLLEEN MILEHAM INTERIM ASST 45.00 X 164973 0 75699 DANIEL BURDIS UNISERV CONS 45.00 X 149680 0 77913 SUSAN CRUMPTON DIR UNION SC 45.00 X 147326 0 77883 ADAM ARMS GENERAL COUN 45.00 X 146860 0 75328 ANGELA DILEO ASST EXEC DI 45.00 X 145882 0 65673 1503137 672912 9 false true false MCKANNA BISHOP JOFFE & ARMS LLP 1635 NW JOHNSON STREET PORTLAND OR 97209 LEGAL SERVICES 359961 MOREL INK 4824 NE 42ND AVE PORTLAND OR 97218 PROMOTIONAL SVS 227046 BENNETT HARTMAN MORRIS & KAPLAN LL 111 SW 5TH AVENUE SUITE PORTLAND OR 97204 LEGAL SERVICES 217099 PRINCIPAL LIFE INSURANCE CO 6915 SW MACADAM PORTLAND OR 97219 RENT 125768 COOPER CONSTRUCTION COMPANY PO BOX 2020 CLACKAMAS OR 97015 CONSTRUCTION 111533 5 1766333 1766333 MEMBERSHIP DUES 900099 22335524 22335524 22335524 814808 814808 255342 230742 24600 24600 24600 4267553 3006258 1261295 1261295 1261295 LEGAL FEE REIMBURSEMENT 376240 376240 TODAY'S OEA 511120 171337 161337 10000 MISC. INCOME 35822 35822 583399 26785959 22496861 10000 2512765 295218 905998 7847008 3019770 3658925 836278 1060103 49828 77826 540818 634319 900779 279700 261201 ORGANIZING EXPENSE 844385 OTHER EXPENSES 817197 OUTSIDE SERVICES 658856 EQUIPMENT EXPENSE 446914 1200855 24335978 0 0 0 242527 8655719 6896851 1373551 464792 598788 108267 165275 12816818 7424642 5609490 5392176 30690928 33409864 656523 746321 44669378 50341694 1889254 1985947 209544 992666 25520747 26356594 27619545 29335207 X 17049833 21006487 17049833 21006487 44669378 50341694 2449981 1270116 236557 X false true X true false 804700 false PORTLAND ASSOC OF TEACHERS PAC 345 NE 8TH PORTLAND OR 97232 930557517 33858 OEA - PAC 6900 SW ATLANTA ST PORTLAND OR 97223 930674840 364344 NEA FUND FOR CHILDREN AND PUBLIC ED 1201 16TH STREET NW WASHINGTON DC 20036 521140991 58547 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 9931305 5801762 4129543 2108376 1622880 485496 5392176 ACCRUED PENSION COST 17422814 ACCRUED POSTRETIREMENT BENEFIT OBLIG 6946263 ACCRUED EMPLOYEE RETENTION OBLIGATIO 1239970 DEFERRED COMPENSATION 744269 ERP UNFUNDED DEF. COMPENSATION 3278 26356594 28125480 1270116 230741 1500857 26624623 161336 161336 26785959 24405383 230741 230741 24174642 161336 161336 24335978 SCHEDULE D, PAGE 4, PART XI, LINE 2D RENTAL EXPENSE ASSOCIATED WITH RENT INCOME 230,741 SCHEDULE D, PAGE 4, PART XI, LINE 4B CIRCULATION INCOME 161,336 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSE ASSOCIATED WITH RENT INCOME 230,741 SCHEDULE D, PAGE 4, PART XII, LINE 4B CIRCULATION INCOME COSTS 161,336 false OUR OREGON 813 SW ALDER STREET STE 800 PORTLAND OR 97205 651247426 287500 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 156749 22322 54723 25349 259143 HANNA VAANDERING PRES/NEA EXEC CMT 132337 6159 36702 11495 186693 ROBERT SANDE ASST DIR FINANCE 142311 10370 47406 11495 211582 JAMES FOTTER EXECUTITVE DIRECTOR 166920 8602 53172 25554 254248 COLLEEN MILEHAM INTERIM ASST EX DIR 134819 30154 50350 25349 240672 20770 DANIEL BURDIS UNISERV CONSULTANT 140500 9180 46865 31048 227593 SUSAN CRUMPTON DIR UNION SCHOOL 137942 9384 45765 32118 225209 ADAM ARMS GENERAL COUNSEL 137476 9384 42951 32377 222188 ANGELA DILEO ASST EXEC DIR OF SVC 134488 11394 45424 20249 211555 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 REALLOCATION OF PENSION PLAN 288,202 ACTUARIAL CHANGE IN RETIREE MEDICAL PLAN -51,645 TOTAL 236,557 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 false false false false false true OEA CHOICE WELFARE BENEFIT TRUST J 42007 CASH RECEIPT OEA CHOICE WELFARE BENEFIT TRUST S 43062 CASH RECEIPT