STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

OREGON EDUCATION ASSOCIATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
OREGON EDUCATION ASSOCIATION (EIN 93-0243443)
Tax period
2015-09-01 to 2016-08-31
Filed
2017-07-13
IRS object ID
201741949349300814
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-07-13T08:26:25-07:00ReturnTs
Tax Period End2016-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LaukaMcGuire & Associates PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13511 SE Milwaukie AveAddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930243443EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Oregon Education AssociationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOREGBusinessNameControlTxt
Phone5036843300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 SW Atlanta StreetAddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97223ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonReed Scott-SchwalbachPersonNm
Person TitleVice PresidentPersonTitleTxt
Signature2017-07-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTeresa L McGuirePreparerPersonNm
PTINP00246434PTIN
Phone5032332177PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHanna VaanderingPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 SW Atlanta StAddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97223ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$28,035,319GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.OREGONED.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1927FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionUnite the public education profession and advocate for those professionals to ensure quality public education for students in Oregon.ActivityOrMissionDesc
Voting Members Governing Body41VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee157TotalEmployeeCnt
Total Volunteers575TotalVolunteersCnt
Total Gross UBI$10,130TotalGrossUBIAmt
PY Contributions Grants$1,578,544PYContributionsGrantsAmt
CY Contributions Grants$1,831,955CYContributionsGrantsAmt
PY Program Service Revenue$19,663,745PYProgramServiceRevenueAmt
CY Program Service Revenue$21,166,160CYProgramServiceRevenueAmt
PY Investment Income$1,961,381PYInvestmentIncomeAmt
CY Investment Income$1,255,609CYInvestmentIncomeAmt
PY Other Revenue$555,558PYOtherRevenueAmt
CY Other Revenue$388,579CYOtherRevenueAmt
PY Total Revenue$23,759,228PYTotalRevenueAmt
CY Total Revenue$24,642,303CYTotalRevenueAmt
PY Grants And Similar Paid$1,045,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,533,600CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,964,306PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,968,010CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$7,026,160PYOtherExpensesAmt
CY Other Expenses$7,595,514CYOtherExpensesAmt
PY Total Expenses$22,035,466PYTotalExpensesAmt
CY Total Expenses$24,097,124CYTotalExpensesAmt
PY Revenues Less Expenses$1,723,762PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$545,179CYRevenuesLessExpensesAmt
Total Assets BOY$42,291,569TotalAssetsBOYAmt
Total Assets EOY$44,279,448TotalAssetsEOYAmt
Total Liabilities BOY$23,074,601TotalLiabilitiesBOYAmt
Total Liabilities EOY$29,041,170TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,216,968NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,238,278NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUnite the public education profession and advocate for those professionals to ensure quality public education for students in Oregon.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescThe Center for Public Affairs is dedicated to helping educators elect pro-public education candidates 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 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescThe Center for Advocacy and Affiliate Services works with local leaders and UNISERV staff to provide data for informed and strategic approaches to bargaining and advocay to ensure a fair contract and stable working conditions for members.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescThe 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.Desc
FieldValueIRS element (for citing)
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyYes (true)PoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document62IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee157EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members41GoverningBodyVotingMembersCnt
Independent Voting Member39IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRobert SandePersonNm
Phone5036843300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 SW ATLANTA STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97223ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Alejandra Barragan
Board Director6.000.00Yes (X)$0$0$0
Judy Christensen
Board Director6.000.00Yes (X)$0$0$0
Brooke Warren
Director6.000.00Yes (X)$0$0$0
John Scanlan
Board Director6.000.00Yes (X)$0$0$0
Kelvin Calkins
Board Director6.000.00Yes (X)$0$0$0
Forest Cooper
Region II VP10.000.00Yes (X)$0$0$0Yes (X)
Caryn Connolly
Region II VP10.000.00Yes (X)$6,068$0$0Yes (X)
Suzanne Cohen
Board Director6.000.00Yes (X)$0$0$0
Hanna Vaandering
President45.000.00Yes (X)$179,597$0$66,635Yes (X)
Diana Collins
Board Director6.000.00Yes (X)$0$0$0
Kathy Coon
ESP Director6.000.00Yes (X)$0$0$0
Geoff Hunnicutt
Board Director6.000.00Yes (X)$0$0$0
Reed Scott-Schwalbach
NEA Director6.000.00Yes (X)$2,385$0$0Yes (X)
Susan Huffman
Board Director6.000.00Yes (X)$0$0$0
C John Larson
Vice President45.000.00Yes (X)$83,528$0$37,010Yes (X)
Mary Lynn Marden
Board Director6.000.00Yes (X)$0$0$0
Tony Crawford
Vice President45.000.00Yes (X)$97,616$0$44,660Yes (X)
Paula Nelson
Board Director6.000.00Yes (X)$0$0$0
Regina Norris
Region I VP10.000.00Yes (X)$6,068$0$0Yes (X)
Karen Laurence
Board Director6.000.00Yes (X)$0$0$0
Judy Harris
NEA Director10.000.00Yes (X)$8,133$0$0Yes (X)
Janelle Rebick
Board Director6.000.00Yes (X)$0$0$0
Ben Gorman
Board Director6.000.00Yes (X)$0$0$0
John Scott
Board Director6.000.00Yes (X)$0$0$0
Keith Ayers
Region 1 VP10.000.00Yes (X)$0$0$0Yes (X)
Tina Leaton
Board Director6.000.00Yes (X)$0$0$0
Janet Yakopatz
Board Director6.000.00Yes (X)$0$0$0
Nanci Stauffer
Board Director6.000.00Yes (X)$0$0$0
Cori Swan
Board Director6.000.00Yes (X)$0$0$0
Phil Clark
Board Director6.000.00Yes (X)$0$0$0
Lily Wagner
Board Director6.000.00Yes (X)$0$0$0
Scott Wallace
Board Director6.000.00Yes (X)$0$0$0
Linda Sanders
Board Director6.000.00Yes (X)$0$0$0
Deb Wiscow
Board Director6.000.00Yes (X)$0$0$0
Maureen Barnhart
Board Director6.000.00Yes (X)$0$0$0
Joe Minson
Board Director6.000.00Yes (X)$0$0$0
Michael Endicott
Region III VP6.000.00Yes (X)$6,068$0$0Yes (X)
Al Rabchuk
Board Director6.000.00Yes (X)$0$0$0
Doris Jared
Board Director6.000.00Yes (X)$0$0$0
Tracy Hodgson
Board Director6.000.00Yes (X)$0$0$0
Pamela Cunningham
Board Director10.000.00Yes (X)$0$0$0
Laura Scruggs
Board Director6.000.00Yes (X)$0$0$0
BethAnne Yarbrough
Board Director6.000.00Yes (X)$0$0$0
Helen Jacobs
Board Director6.000.00Yes (X)$0$0$0
Richard Sanders
Executive Direc45.000.00$180,375$0$91,543Yes (X)
Robert Sande
Assis Dir Finan45.000.00$146,585$0$60,330Yes (X)
Mark Toledo
General Counsel45.000.00$160,637$0$84,516Yes (X)
BethAnne Darby
Asst Exec Dir of Pub Affairs45.000.00$192,453$0$83,542Yes (X)
Chad Sullivan
Organizing Mgr45.000.00$147,696$0$44,783Yes (X)
Angela Dileo
Asst Ex Dir Affl S45.000.00$149,370$0$74,261Yes (X)
Lee Helen
Dir of Union Schoo45.000.00$144,012$0$71,761Yes (X)
Colleen Mileham
Inter Asst Ex Teac45.000.00$143,563$0$72,571Yes (X)
Sarah Moskoff
Uniserv Consultant45.000.00$132,320$0$68,921Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,786,474TotalReportableCompFromOrgAmt
Total Other Compensation$800,533TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K10IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Bennett Hartman Morris & Kaplan LLP
111 SW 5th Avenue Suite 1650PortlandOR97204Legal Services$309,576
McKanna Bishop Joffe & Arms LLP
1635 NW Johnson StreetPortlandOR97209Legal Services$439,434
Lee Herman Construction Co
622 NW 9th StPendletonOR97801Construction$188,138
Fulcrum Political LLC
510 SW 3rd Ave 206PortlandOR97204Surveys and Research$137,165
Principal Life Insurance Co
6915 SW MacAdamPortlandOR97219Insurance$121,040
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,831,955AllOtherContributionsAmt
Total Contributions$1,831,955TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMembership DuesDesc
Business900099BusinessCd
Total Revenue Column$21,166,160TotalRevenueColumnAmt
Related Or Exempt Func Income$21,166,160RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$21,166,160TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$825,005TotalRevenueColumnAmt
Exclusion$825,005ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$213,191RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$158,822RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$54,369RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,369TotalRevenueColumnAmt
Exclusion$54,369ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,664,798SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,234,194SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$430,604SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$430,604TotalRevenueColumnAmt
Exclusion$430,604ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Advertising Income$10,000$10,000
Legal Fee Reimbursement$315,289$315,289
Misc. Income$8,791$8,791

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$130TotalRevenueColumnAmt
Unrelated Business Revenue$130UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$334,210OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,642,303TotalRevenueColumnAmt
Related Or Exempt Func Income$21,166,160RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$10,130UnrelatedBusinessRevenueAmt
Exclusion$1,634,058ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,533,600TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,617,878TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,047,237TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,552,913TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,961,052TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$788,930TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$894,983TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$53,958TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$97,284TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$564,046TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$680,968TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,047,565TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$270,291TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$80TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$341,629TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
Outside services$1,258,220
SAP Expenses$935,696
Equipment Expense$393,392
Uniserve Assistance$108,889

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$948,513TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,097,124TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$251,880BOYAmt
EOY$219,346EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,309,730BOYAmt
EOY$5,414,400EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,007,847BOYAmt
EOY$767,890EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$157,250BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$153,115BOYAmt
EOY$140,519EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$12,477,827LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,759,378LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,819,074BOYAmt
EOY$5,718,449EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$30,095,418BOYAmt
EOY$31,436,096EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$497,255BOYAmt
EOY$582,748EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$42,291,569BOYAmt
EOY$44,279,448EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,834,301BOYAmt
EOY$2,107,971EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$522,317BOYAmt
EOY$419,946EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,717,983BOYAmt
EOY$26,513,253EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,074,601BOYAmt
EOY$29,041,170EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,116,968BOYAmt
EOY$15,238,278EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$100,000BOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,216,968BOYAmt
EOY$15,238,278EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$42,291,569BOYAmt
EOY$44,279,448EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$545,179ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$815,217NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$5,339,086OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$679,432PoliticalExpendituresAmt
Form1120 POL FiledfalseForm1120POLFiledInd

Section527 Political Org Section527PoliticalOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINContributions Rcvd DlvrContributionsRcvdDlvrAmt
OEA-PIE
6900 SW Atlanta StPortlandOR97223930674840$352,960
NEA Fund for Children & Pub
1201 16th Street NWWashingtonDC20036521140991$55,180
Teachers Voice in Politics
345 NE 8thPortlandOR97232$39,045

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I-A, Line 1 - Direct and Indirect Political Campaign ActivitiesFormAndLineReferenceDesc
ExplanationInternal 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.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$808,187OtherCostOrOtherBasisAmt
Book Value$808,187BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,535,656OtherCostOrOtherBasisAmt
Depreciation$5,462,929DepreciationAmt
Book Value$4,072,727BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,133,984OtherCostOrOtherBasisAmt
Depreciation$1,296,449DepreciationAmt
Book Value$837,535BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,718,449TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
Accrued Employee Retention Obligation$1,018,640
Accrued Pension Cost$18,436,346
Accrued Postretirement Benefit Obligatio$6,444,644
Deferred Compensation$582,748
ERP Unfunded Def. Compensation$30,875
FieldValueIRS element (for citing)
Total Liability$26,513,253TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$25,616,342TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$815,217NetUnrealizedGainsInvstAmt
Other Revenue$158,822OtherRevenueAmt
Revenue Not Reported$974,039RevenueNotReportedAmt
Revenue Subtotal$24,642,303RevenueSubtotalAmt
Total Revenue Per Form990$24,642,303TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$24,255,946TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$158,822OtherExpensesIncludedAmt
Expenses Not Reported$158,822ExpensesNotReportedAmt
Expenses Subtotal$24,097,124ExpensesSubtotalAmt
Total Expenses Per Form990$24,097,124TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990Amt of Rental Exp. Associated With Rent. $158822
Part XII, Line 2d: Other expenses and losses per audited F/SAmt of Rental Exp. Associated With Rent. $158822

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
A Better Oregon
519 SW 3rd StPortlandOR97204475633964529$25,000$0General Support
COSA Foundation
707 13th Street Suite 100SalemOR97301930922086$50,000$0General Support
League of Women Voters of OR
1330 12th Street Suite 200SalemOR97302930784802$15,000$0General Support
Oregon Center for Public Policy
PO Box 69127PortlandOR97239931186075$25,000$0General Support
Our Oregon
813 SW Alder St Ste 8001PortlandOR97205651247426$668,600$0General Support
Yes on 97
519 SW 3rd Ave Suite 801PortlandOR97204813454263$750,000$0Ballot Measure support
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org5TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationAmounts 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt
Angela Dileo
Asst Ex Dir Affl S$137,159$12,211$50,120$24,141$223,631
BethAnne Darby
Asst Exec Dir of Pub Affairs$126,381$66,072$63,494$20,048$275,995$57,823
Chad Sullivan
Organizing Mgr$147,246$450$44,783$192,479
Colleen Mileham
Inter Asst Ex Teac$132,826$10,737$48,430$24,141$216,134
Hanna Vaandering
President$168,975$10,622$55,828$10,807$246,232
Lee Helen
Dir of Union Schoo$133,846$10,166$48,624$23,137$215,773
Mark Toledo
General Counsel$117,962$42,675$54,091$30,425$245,153$32,083
Richard Sanders
Executive Direc$169,067$11,308$61,118$30,425$271,918
Robert Sande
Assis Dir Finan$135,165$11,420$49,523$10,807$206,915
Sarah Moskoff
Uniserv Consultant$106,745$25,575$44,801$24,120$201,241$25,482

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 1a: Relevant information in regards to selections on 1a.FormAndLineReferenceDesc
ExplanationCompensation includes base pay plus an auto allowance as agreed upon in a signed employment agreement. The President and Vice President may receive a housing allowance if they live outside the Portland metropolitan area.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonHanna VaanderingPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionPresidentRelationshipDescriptionTxt
TransactionOEA Choice Trust Board MbTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d: Other Program Services DescriptionOTHER PROGRAM SERVICES 4: The Center for Great Public Schools supports members on professional practice issues by providing professional development, leadership training, and tools and resoures 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. The Center also consists of the Institute for Education Innovation as the hub for education policy, practice, and research and actively promotes quality education initiatives.
Form 990, Part VI, Line 11b: Form 990 Review ProcessThe 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, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsThe 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, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesThe 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, Part VI, Line 19: Other Organization Documents Publicly AvailableThe organization does not make its governing documents or financial statements available to the public except as required by federal and state law.
Other Changes In Net Assets Or Fund Balances - Other DecreasesActuarial change in Retiree Medical Plan = -$120583
Other Changes In Net Assets Or Fund Balances - Other DecreasesActuarial change in Staff Pension Plan = -$5218503

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1OEA Choice Welfare Benefit TrustBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 SW Atlanta St Bld 2AddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97223ZIPCd
FieldValueIRS element (for citing)
EIN930763726EIN
Primary ActivitiesHealth & Welfare Benefit TrustPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd
Exempt Code Section501(C)(9)ExemptCodeSectionTxt
Public Charity StatusN/APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
OEA Choice Welfare Benefit Trust
j$40,948
OEA Choice Welfare Benefit Trust
s$121,322