OREGON EDUCATION ASSOCIATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OREGON EDUCATION ASSOCIATION (EIN 93-0243443)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-04-15
- IRS object ID
- 201301059349300035
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-15T13:44:22-07:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lauka Associates PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3511 SE Milwaukie Ave | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930243443 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oregon Education Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OREG | NameControl |
| Phone | 5036843300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 SW Atlanta Street | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97223 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gail Rasmussen | Name |
| Title | President | Title |
| Date Signed | 2013-04-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Teresa L McGuire | Name |
| Phone | 5032332177 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Gail Rasmussen | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 SW Atlanta St | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28952278 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | WWW.OREGONED.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1927 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE PROFESSIONAL DEVELOPMENT, ADVOCACY TRAINING AND RELATED SUPPORT PROGRAMS AND SERVICES TO MEMBERS AND LOCAL AFFILIATES IN OREGON. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 42 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 148 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 10130 | TotalGrossUBI |
| Contributions Grants Prior Year | 1487883 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1445330 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18597444 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17782866 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1979648 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1442054 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 524699 | OtherRevenuePriorYear |
| Other Revenue Current Year | 611715 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22589674 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21281965 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1129442 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 590042 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13260954 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18923897 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6691774 | OtherExpensePriorYear |
| Other Expenses Current Year | 6685962 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21082170 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26199901 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1507504 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4917936 | RevenuesLessExpensesCY |
| Total Assets BOY | 36506320 | TotalAssetsBOY |
| Total Assets EOY | 35412140 | TotalAssetsEOY |
| Total Liabilities BOY | 22500124 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25422568 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14006196 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9989572 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE PROFESSIONAL DEVELOPMENT, ADVOCACY TRAINING AND RELATED SUPPORT PROGRAMS AND SERVICES TO MEMBERS AND LOCAL AFFILIATES IN OREGON. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | THE CENTER FOR PUBLIC AFFAIRS WORKS TO ADVANCE THE RIGHTS OF SCHOOL EMPLOYEES AND TO PROMOTE LEGISLATIVE ENACTMENTS THAT IMPROVE THE EDUCATIONAL PROCESS FROM PRESCHOOL THROUGH GRADE 14. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THE CENTER FOR ADVOCACY AND AFFILIATE SERVICES ADMINISTERS BARGAINING AND MEMBER RIGHTS PROGRAMS. UNIFIED SERVICE STAFF ARE LOCATED AROUND THE STATE TO WORK WITH ASSOCIATION REPRESENTATIVES AT EACH WORK SITE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | true | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 52 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 148 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 42 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Robert Sande | NamePerson |
| Telephone Number | 5036843300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 SW ATLANTA STREET | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97223 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (63 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Gary DeRoest | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Cindy Towers | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Deborah Barnes | ||||||||
| Region I VP | 10.00 | X | 0 | 0 | 0 | X | ||
| Renee Criss | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Sandi Miller | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Helen Jacobs | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Paul LaBarre | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Karen Stratton | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Debra Robinson | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Gary Humphries | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Julie Swineheart | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Al Spencer | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Margarett Peoples | ||||||||
| NEA Director | 10.00 | X | 0 | 0 | 0 | X | ||
| Stephanie Myhre | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Reed Scott-Schwalbach | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Lynda Sanders | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Sarah Weller | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Kathy Newman | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Doris Jared | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Caryn Houchin | ||||||||
| ESP Director | 6.00 | X | 0 | 0 | 0 | |||
| Michael Endicott | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Jamie Zartler | ||||||||
| NEA Director | 10.00 | X | 4325 | 0 | 0 | X | ||
| Eric Swehla | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Jo Cooper | ||||||||
| VP Reg II | 10.00 | X | 5525 | 0 | 0 | X | ||
| Barry Edwards | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Rob Melton | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Judy Svoboda | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Paul Zastrow | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Patricia Muller | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Tina Leaton | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| C John Larson | ||||||||
| NEA Director | 10.00 | X | 0 | 0 | 0 | X | ||
| Lynn Hill | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Susie Garrison | ||||||||
| Region III VP | 10.00 | X | 5525 | 0 | 0 | X | ||
| Rory O'Halloran | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| David C Dugo Jr | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Paula Fahey | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Stephen Travis | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Bob Gray | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Terrel Smith | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Tony Crawford | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Jill Conant | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Sena Norton | ||||||||
| Region I VP | 10.00 | X | 5525 | 0 | 0 | X | ||
| Karen Watters | ||||||||
| Region III VP | 10.00 | X | 4325 | 0 | 0 | X | ||
| Desarae Gilles | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Karen George | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Chuck Albright | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Hanna Vaandering | ||||||||
| Vice President | 45.00 | X | 147486 | 0 | 16284 | X | ||
| Gail Rasmussen | ||||||||
| President | 45.00 | X | 171388 | 0 | 29581 | X | ||
| Caryn Connolly | ||||||||
| Region II VP | 10.00 | X | 0 | 0 | 0 | X | ||
| Mary Doyle | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Kelvin Calkins | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Tad Shannon | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Sharlee Blackwell | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Judy Christensen | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Melody Antons | ||||||||
| Board Director | 6.00 | X | 0 | 0 | 0 | |||
| Richard Sanders | ||||||||
| Executive Direc | 45.00 | 161030 | 0 | 76340 | X | |||
| Karyl Gothe | ||||||||
| Office & Admin Mge | 45.00 | 158574 | 0 | 68840 | X | |||
| Mark Toledo | ||||||||
| General Counsel | 45.00 | 167479 | 0 | 77814 | X | |||
| BethAnne Darby | ||||||||
| Ast ED Pub Affairs | 45.00 | 146740 | 0 | 66721 | X | |||
| Robert Sande | ||||||||
| Assoc Exec Dir Fin | 45.00 | 138209 | 0 | 64574 | X | |||
| Dee Simmons | ||||||||
| Professional staff | 40.00 | 169906 | 0 | 43991 | X | |||
| Dorothy Russell | ||||||||
| Professional Staff | 40.00 | 152037 | 0 | 47724 | X | |||
| Laurie Wimmer | ||||||||
| Professional staff | 40.00 | 138821 | 0 | 69642 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1576895 | TotalReportableCompFromOrg |
| Total Other Compensation | 561511 | TotalOtherCompensation |
| Number Individuals GT100 K | 39 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Ralph Wiser | |||||
| 1 Centerpoint Dr Suite 570 | Lake Oswego | OR | 97035 | Legal Services | 160931 |
| McKanna Bishop Joffe & Arms LLP | |||||
| 1635 NW Johnson Street | Portland | OR | 97209 | Legal Services | 578308 |
| Bennett Hartman Morris & Kaplan LLP | |||||
| 111 SW 5th Avenue Suite 1650 | Portland | OR | 97204 | Legal Services | 408111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 1445330 | AllOtherContributions |
| Total Contributions | 1445330 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Membership Dues | Description |
| Total Revenue Column | 17782866 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17782866 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17782866 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 918175 | TotalRevenueColumn |
| Exclusion | $918,175 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 127661 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 154113 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -26452 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -26452 | TotalRevenueColumn |
| Exclusion | -$26,452 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8040079 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7516200 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 523879 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 523879 | TotalRevenueColumn |
| Exclusion | $523,879 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|
| Misc. Income | 27509 | $27,509 |
| Legal Fee Reimbursement | 587876 | $587,876 |
| Attorney Fee Awards | 12652 | $12,652 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10130 | TotalRevenueColumn |
| Unrelated Business Revenue | 10130 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 638167 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21281965 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17782866 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10130 | UnrelatedBusinessRevenue |
| Exclusion | $2,043,639 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 590042 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1770438 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6753878 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6604371 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3000657 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 794553 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1332099 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45893 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142576 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 727757 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 649058 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1044427 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55698 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78805 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315766 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| Uniserve Assistance | 141550 |
| Equipment Expense | 322341 |
| Strike Relief Benefit | 469489 |
| Outside services | 690443 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 670060 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26199901 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37027 | BOY |
| EOY | 34994 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4831403 | BOY |
| EOY | 2787494 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 504149 | BOY |
| EOY | 684033 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159884 | BOY |
| EOY | 138286 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11241626 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5387447 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6071758 | BOY |
| EOY | 5854179 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24668678 | BOY |
| EOY | 25558123 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233421 | BOY |
| EOY | 355031 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36506320 | BOY |
| EOY | 35412140 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1656818 | BOY |
| EOY | 1082416 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 364753 | BOY |
| EOY | 378886 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20478553 | BOY |
| EOY | 23961266 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22500124 | BOY |
| EOY | 25422568 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13906196 | BOY |
| EOY | 9889572 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100000 | BOY |
| EOY | 100000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14006196 | BOY |
| EOY | 9989572 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36506320 | BOY |
| EOY | 35412140 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -4917936 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 901312 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | false | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 386806 | PoliticalExpenditures |
| Form1120 Pol Filed | false | Form1120PolFiled |
Sec527 Pol Orgs Sec527PolOrgs (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amt Of Contribs Recd DeliveredAmtOfContribsRecdDelivered | EINEIN |
|---|---|---|---|---|---|
| Teachers Voice in Politics | |||||
| 345 NE 8th | Portland | OR | 97232 | 19767 | |
| NEA Fund for Children & Pub | |||||
| 1201 16th Street NW | Washington | DC | 20036 | 65986 | 521140991 |
| OEA-PIE | |||||
| 6900 SW Atlanta St | Portland | OR | 97223 | 402247 | 930674840 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 749852 | OtherCostOrOtherBasis |
| Book Value | 749852 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9048513 | OtherCostOrOtherBasis |
| Depreciation | 4232901 | Depreciation |
| Book Value | 4815612 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1443261 | OtherCostOrOtherBasis |
| Depreciation | 1154546 | Depreciation |
| Book Value | 288715 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5854179 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Deferred Compensation | $355,031 |
| Accrued Postretirement Benefit Obligatio | $8,103,447 |
| Accrued Pension Cost | $14,439,664 |
| Accrued ERP Obligation | $1,063,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 23961266 | TotalOfAmounts |
| Total Revenue | 21281965 | TotalRevenue |
| Total Expenses | 26199901 | TotalExpenses |
| Excess Or Deficit For Year | -4917936 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 901312 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 901312 | TotalAdjustments |
| Excess Or Deficit Per FS | -4016624 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 22337390 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 901312 | NetUnrealizedGainsInvestments |
| Other Revenues | 154113 | OtherRevenues |
| Revenue Not Rptd F990 | 1055425 | RevenueNotRptdF990 |
| Revenue Subtotal | 21281965 | RevenueSubtotal |
| Total Revenue Per Form990 | 21281965 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26354014 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 154113 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 154113 | ExpensesNotRptdF990 |
| Expenses Subtotal | 26199901 | ExpensesSubtotal |
| Total Expenses Per Form990 | 26199901 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | Amt of Rent Exp Assoc with Rent income $154113 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Amt of Rental Exp. Associated With Rent. $154113 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Our Oregon | |||||||
| 813 SW Alder Street Ste 8001 | Portland | OR | 97205 | 651247426 | 241500 | 0 | General Support |
| Our Oregon | |||||||
| 813 SW Alder St Ste 8001 | Portland | OR | 97205 | 651247426 | 274000 | 0 | General Support |
| Oregon PTA | |||||||
| 4506 SE Belmont Ste 108B | Portland | OR | 97215 | 930391598 | 35000 | 0 | General Support |
| Basic Rights Education Fund | |||||||
| PO Box 40625 | Portland | OR | 97240 | 931266613 | 25000 | 0 | General Support |
| Ass of Salem Keizer Educ Sup | |||||||
| PO Bx 17038 2540 Coral Ave NE | Salem | OR | 97305 | 931026640 | 7500 | 0 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 5 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Amounts paid by OEA to organizations are considered unrestricted contributions to the receiving organization's general operating activities and are not generally restricted for a specific purpose other than to support the organization's mission. 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|
| Robert Sande | ||||
| 138209 | 43010 | 21564 | 202783 | 43166 |
| Richard Sanders | ||||
| 161030 | 49904 | 26436 | 237370 | |
| Mark Toledo | ||||
| 167479 | 51378 | 26436 | 245293 | 46844 |
| Laurie Wimmer | ||||
| 138821 | 42546 | 27096 | 208463 | |
| Karyl Gothe | ||||
| 158574 | 47276 | 21564 | 227414 | 35626 |
| Hanna Vaandering | ||||
| 147486 | 6912 | 9372 | 163770 | 6912 |
| Gail Rasmussen | ||||
| 171388 | 8017 | 21564 | 200969 | 8017 |
| Dorothy Russell | ||||
| 152037 | 25144 | 22580 | 199761 | |
| Dee Simmons | ||||
| 169906 | 29062 | 14929 | 213897 | |
| BethAnne Darby | ||||
| 146740 | 45157 | 21564 | 213461 | 41257 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
| Explanation | Base compensation includes base pay plus auto allowance and companion travel as agreed upon in a signed employment agreement.Gail Rasmussen is eligible for a housing allowance but has elected to forego the benefit as of August 2011. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Gail Rasmussen | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | President | Relationship |
| Description Of Transaction | OEA Choice Trust Board Mb | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | 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 VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | 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, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | 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.The organization is preparing a written whistleblower policy that the Executive Committee will review and submit to the Board of Directors for adoption. Similar policies have been informal and inprecisely written in the current Board of Directors handbook which is provided to all Board members. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OEA Choice Welfare Benefit Trust | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 SW Atlanta St Bld 2 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930763726 | EIN |
| Primary Activities | Health & Welfare Benefit Trust | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Exempt Code Section | 501(C)(9) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| OEA Choice Welfare Benefit Trust | |
| r | 192491 |
| OEA Choice Welfare Benefit Trust | |
| q | 70424 |
| OEA Choice Welfare Benefit Trust | |
| i | 39216 |
| OEA Choice Welfare Benefit Trust | |
| a | 39216 |