2018-07-16T15:42:32-07:00 2017-08-31 931093736 LAUKA MCGUIRE PC 3511 SE MILWAUKIE AVE PORTLAND OR 97202 990 2016-09-01 930243443 OREGON EDUCATION ASSOCIATION OREG 5036843300 6900 SW ATLANTA ST PORTLAND OR 97223 REED SCOTT-SCHWALBACH VP/NEA DIRECTOR 5036843300 2018-07-16 true TERESA L MCGUIRE P00246434 5032332177 2018-07-16 2016 2022-09-23 18:48:47Z C JOHN LARSON 6900 SW ATLANTA ST TIGARD OR 97223 35768085 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 OREGON 40 38 195 575 10040 1831955 1896320 21166160 22172972 1255609 1988463 388579 536181 24642303 26593936 1533600 3995681 0 14968010 16133094 0 0 7595514 7831311 24097124 27960086 545179 -1366150 44279448 44669378 29041170 27619545 15238278 17049833 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 46,900 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 80 0 false 195 true true true false false false false false X 40 38 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 HANNA VAANDERING PRESIDENT 45.00 X X 176977 0 58391 C JOHN LARSON PRESIDENT/VP 45.00 X X 162059 0 65864 REED SCOTT-SCHWALBACH VP/NEA DIREC 45.00 X X 5280 0 0 MICHAEL ENDICOTT REGION III V 10.00 X X 5280 0 0 FOREST COOPER REGION II VP 10.00 X X 2726 0 0 KEITH AYERS REGION I VP 10.00 X X 2726 0 0 ALEJANDRA BARRAGAN BOARD DIRECT 6.00 X 0 0 0 JUDY CHRISTENSEN BOARD DIRECT 6.00 X 0 0 0 BROOKE WARREN BOARD DIRECT 6.00 X 0 0 0 JOHN SCANLAN BOARD DIRECT 6.00 X 0 0 0 KELVIN CALKINS BOARD DIRECT 6.00 X 0 0 0 LINDA SANDERS REGION III V 10.00 X X 0 0 0 DIANA COLLINS BOARD DIRECT 6.00 X 0 0 0 KATHY COON ESP DIRECTOR 6.00 X 0 0 0 GEOFF HUNNICUTT BOARD DIRECT 6.00 X 0 0 0 SUSAN HUFFMAN BOARD DIRECT 6.00 X 0 0 0 MARY LYNN MARDEN BOARD DIRECT 6.00 X 0 0 0 PAULA NELSON BOARD DIRECT 6.00 X 0 0 0 KAREN LAURENCE BOARD DIRECT 6.00 X 0 0 0 JENNIFER SCURLOCK NEA DIRECTOR 10.00 X X 0 0 0 JANELLE REBICK BOARD DIRECT 6.00 X 0 0 0 BEN GORMAN BOARD DIRECT 6.00 X 0 0 0 JOHN SCOTT BOARD DIRECT 6.00 X 0 0 0 TINA LEATON BOARD DIRECT 6.00 X 0 0 0 JANET YAKOPATZ BOARD DIRECT 6.00 X 0 0 0 NANCI STAUFFER BOARD DIRECT 6.00 X 0 0 0 CORI SWAN BOARD DIRECT 6.00 X X 0 0 0 PHIL CLARK BOARD DIRECT 6.00 X 0 0 0 LILY WAGNER BOARD DIRECT 6.00 X 0 0 0 SCOTT WALLACE BOARD DIRECT 6.00 X 0 0 0 LINDA SANDERS BOARD DIRECT 6.00 X 0 0 0 DEB WISCOW BOARD DIRECT 6.00 X 0 0 0 MAUREEN BARNHART BOARD DIRECT 6.00 X 0 0 0 JOE MINSON BOARD DIRECT 6.00 X 0 0 0 AL RABCHUK BOARD DIRECT 6.00 X 0 0 0 DORIS JARED BOARD DIRECT 6.00 X 0 0 0 TRACY HODGSON BOARD DIRECT 6.00 X 0 0 0 MATHEW REED BOARD DIRECT 6.00 X 0 0 0 LAURA SCRUGGS BOARD DIRECT 6.00 X 0 0 0 BETHANNE YARBROUGH BOARD DIRECT 6.00 X 0 0 0 HELEN JACOBS BOARD DIRECT 6.00 X 0 0 0 ROBERT GLASGOW BOARD DIRECT 6.00 X 0 0 0 BOBBY MARSHALL BOARD DIRECT 6.00 X 0 0 0 TRAVIS OVERLEY BOARD DIRECT 6.00 X 0 0 0 SUZANNE COHEN BOARD DIRECT 6.00 X 0 0 0 JUDY HARRIS NEA DIRECTOR 10.00 X X 0 0 0 ENRIQUE FARRERA NEA DIRECTOR 10.00 X X 0 0 0 MARCEL D'HAEM BOARD DIRECT 6.00 X 0 0 0 RUSSELL PETERSON BOARD DIRECT 6.00 X 0 0 0 ROBERT SANDE ASSIS DIR FI 45.00 X 147430 0 71833 RICHARD SANDERS EXECUTIVE DI 45.00 X 196080 0 98676 LAURA WIMMER EMPLOYEE 45.00 X 141044 0 88154 COLLEEN MILEHAM INTERIM ASST 45.00 X 140795 0 82708 ANGELA DILEO ASST EX DIR 45.00 X 140554 0 82618 SUSAN ANDERSON EMPLOYEE 45.00 X 140544 0 87967 TERESA FERRER EMPLOYEE 45.00 X 140045 0 81590 MARK TOLEDO GENERAL COUN 45.00 X 128364 0 82306 1529904 800107 12 true true false MCKANNA BISHOP JOFFE & ARMS LLP 1635 NW JOHNSON STREET PORTLAND OR 97209 LEGAL SERVICES 350153 BENNETT HARTMAN MORRIS & KAPLAN LL 111 SW 5TH AVENUE SUITE PORTLAND OR 97204 LEGAL SERVICES 211718 SUNRIVER RESORT PO BOX 3609 SUNRIVER OR 97707 VACATION SVCS 191173 MOREL INK PO BOX 4625 PORTLAND OR 97208 PROMOTIONAL SVS 158982 BRIDGETOWN PRINTING COMPANY 5300 N CHANNEL AVENUE PORTLAND OR 97217 PRINTING SVCS 116070 5 1896320 1896320 MEMBERSHIP DUES 900099 22172972 22172972 22172972 714064 714064 251162 203452 47710 47710 47710 10120096 125000 8923650 47047 1196446 77953 1274399 1274399 LEGAL FEE REIMBURSEMENT 269297 269297 TODAY'S OEA 511120 196397 186397 10000 MISC. INCOME 22737 22737 40 40 488471 26593936 22359369 10040 2328207 3995681 2222332 6593234 3100054 3412032 805442 563686 53589 89041 619166 753946 815939 263970 331530 SAP EXPENSES 1252763 OUTSIDE SERVICES 643871 OTHER EXPENSE 600543 EQUIPMENT EXPENSE 355747 1487520 27960086 0 0 0 219346 242527 5414400 6896851 767890 464792 140519 108267 12705715 7096225 5718449 5609490 31436096 30690928 582748 656523 44279448 44669378 2107971 1889254 419946 209544 26513253 25520747 29041170 27619545 X 15238278 17049833 15238278 17049833 44279448 44669378 -1366150 1077594 2100111 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 754062 false PORTLAND ASSOC OF TEACHERS PAC 345 NE 8TH PORTLAND OR 97232 32785 OEA - PIE 6900 SW ATLANTA ST PORTLAND OR 97223 930674840 372024 NEA FUND FOR CHILDREN AND PUBLIC ED 1201 16TH STREET NW WASHINGTON DC 20036 521140991 59659 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 PIE SEPARATE SEGREGATED FUNDS USED FOR POLITICAL PURPOSES. 777137 777137 9884341 5594028 4290313 2044237 1502197 542040 5609490 ACCRUED PENSION COST 16935246 ACCRUED POSTRETIREMENT BENEFIT OBLIG 6761882 ACCRUED EMPLOYEE RETENTION OBLIGATIO 1151415 DEFERRED COMPENSATION 656523 ERP UNFUNDED DEF. COMPENSATION 15681 25520747 27688585 1077594 203452 1281046 26407539 186397 186397 26593936 27977141 203452 203452 27773689 186397 186397 27960086 SCHEDULE D, PAGE 4, PART XI, LINE 2D AMT. OF RENTAL EXP. ASSOCIATED WITH RENT 203,452 SCHEDULE D, PAGE 4, PART XI, LINE 4B CIRRCULATION INCOME 186,397 SCHEDULE D, PAGE 4, PART XII, LINE 2D AMT. OF RENTAL EXP. ASSOCIATED WITH RENT 203,452 SCHEDULE D, PAGE 4, PART XII, LINE 4B CIRRCULATION INCOME COSTS 186,397 false YES ON 97 519 SW 3RD AVE SUITE 801 PORTLAND OR 972042521 813454263 3691486 BALLOT MEASURE SUPPT OUR OREGON 813 SW ALDER STREET STE 800 PORTLAND OR 97205 651247426 300000 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 HANNA VAANDERING PRESIDENT 167252 9725 47462 10929 235368 C JOHN LARSON PRESIDENT/VP 153734 8325 41484 24380 227923 ROBERT SANDE ASSIS DIR FINAN 137715 9715 60904 10929 219263 12395 RICHARD SANDERS EXECUTIVE DIRECTOR 185819 10261 78461 20215 294756 33442 LAURA WIMMER EMPLOYEE 127708 13336 57911 30243 229198 33023 COLLEEN MILEHAM INTERIM ASST EX DIR 132193 8602 58328 24380 223503 ANGELA DILEO ASST EX DIR OF AFFL 131952 8602 58238 24380 223172 SUSAN ANDERSON EMPLOYEE 126902 13642 57727 30240 228511 25569 TERESA FERRER EMPLOYEE 125973 14072 57544 24046 221635 25333 MARK TOLEDO GENERAL COUNSEL 123670 4694 51534 30772 210670 34562 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 THE BOARD OF DIRECTORS HAS THE POWER TO ELECT 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 2,357,154 ACTUARIAL CHANGE IN RETIREE MEDICAL PLAN -257,043 TOTAL 2,100,111 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 42756 CASH RECEIPT OEA CHOICE WELFARE BENEFIT TRUST S 125623 CASH RECEIPT