2012-03-15T12:24:09-05:00 2011-06-30 MOSS ADAMS LLP 805 SW BROADWAY 1200 PORTLAND OR 97205 990 2010-07-01 930686108 NORTHWEST EVALUATION ASSOCIATION NORT 5036241951 121 NW EVERETT STREET PORTLAND OR 97209 JEFFREY P STRICKLER 5036241951 2012-03-04 1 WENDY CAMPOS 5032421447 2010 2016-02-24 21:20:13Z X JEFFREY P STRICKLER 121 NW EVERETT STREET PORTLAND OR 97209 73715509 0 X WWW.NWEA.ORG X 1977 OR PARTNERING TO HELP ALL KIDS LEARN. 9 7 431 9 0 0 0 0 64311022 73405037 258000 86291 119516 222271 64688538 73713599 83490 105188 0 0 35606550 46488956 0 0 0 24859440 25860860 60549480 72455004 4139058 1258595 50308008 60944038 45984643 55362078 4323365 5581960 PARTNERING TO HELP ALL KIDS LEARN. 0 0 53650842 73627308 DEVELOP AND PROVIDE RESEARCH-BASED EDUCATIONAL GROWTH MEASURES, PROFESSIONAL TRAINING, CONSULTING SERVICES AND STANDARDIZED TEST SCORING TO IMPROVE TEACHING AND LEARNING FOR PUBLIC AND PRIVATE SCHOOL AGENCIES AND STAFF. 53650842 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 197 0 1 431 1 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR CA X JEFFREY P STRICKLER 5036241951 121 NW EVERETT STREET PORTLAND OR 97209 DR BRENDA TANNER 0.50 X X 0 0 0 DR BART ANDERSON 0.50 X 0 0 0 DR JIM ANGERMEYR 0.50 X 0 0 0 RONALD BLOCKER 0.50 X 0 0 0 LYNN FIELDING 0.50 X 0 0 0 DARLENE HOOLEY 0.50 X 0 0 0 DR PHILIP STREIFER 0.50 X 0 0 0 DR JOSEPH WISE 0.50 X 0 0 0 DR KENNETH WONG 0.50 X 0 0 0 MATTHEW W CHAPMAN 40.00 X 332258 0 69389 JEFFREY P STRICKLER 40.00 X 223134 0 41957 GINGER HOPKINS 40.00 X 216519 0 39597 DONNA SCHULTZ 40.00 X 180638 0 33241 RAYMOND YEAGLEY 40.00 X 175745 0 33516 STEVE WISE 40.00 X 175444 0 25887 SUKETU PANDYA 40.00 X 168103 0 32918 GERI COHEN 40.00 X 145732 0 28569 ANTOINETTE J JAFFE 40.00 X 141298 0 23297 JANICE LAROCCA 40.00 X 132540 0 25395 CHARLES MERRITT 40.00 X 132009 0 25395 JIM LUTHI 40.00 X 125853 0 24611 2149273 0 403772 52 0 1 0 NELSON MULLINS RILEY & SCARBOROUGH LLP 1320 MAIN STREET COLUMBIA SC 29201 GOVERNMENT RELATIONS 237598 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 ACCOUNTING 126618 HEATHER A SPANGLER 30558 S CRAMER ROAD MOLALLA OR 97038 IT CONSULTING 102661 MABEL L LEE 33707 SE MYRTLE STREET 7 SCAPPOOSE OR 97056 TECHNICAL WRITING 101175 4 LICENSING 611710 65297542 65297542 WORKSHOPS & CONSULTING 611710 6469262 6469262 SERVICE REVENUE 611710 1638233 1638233 73405037 74107 74107 14094 1910 12184 12184 12184 REIMBURSED COSTS 611710 222271 222271 222271 73713599 73627308 0 86291 95928 95928 9260 9260 1839783 1361865 477918 31958267 23671386 8286881 4120463 3049143 1071320 5884994 4376937 1508057 2685449 1987232 698217 287175 287175 84669 46568 38101 271078 271078 7320180 4794301 2525879 1895419 1895419 963639 643209 320430 1216229 912172 304057 409614 409614 4693056 3191278 1501778 2973232 2714708 258524 7048 4793 2255 412690 412690 2387394 1623428 763966 306931 61386 245545 TRAINING & DEVELOPMENT 1801601 1661979 139622 GOVERNMENT RELATIONS 448745 305147 143598 DUES & SUBSCRIPTIONS 190596 142947 47649 REPAIRS & MAINTENANCE 139761 95037 44724 LICENSES & FEES 51803 38852 12951 72455004 53650842 18804162 0 2520115 5986721 14291240 18606052 17327340 15734165 936691 1292302 12418858 6260841 1609116 6158017 41888 59968 13066066 12826670 515552 280143 50308008 60944038 5976607 11024039 33730975 35810286 6101990 4562949 175071 3964804 45984643 55362078 X 4323365 5581960 4323365 5581960 50308008 60944038 1258595 0 X 0 1 1 X 0 X 118 118 41567136 48522429 54078096 64311022 73405037 281883720 41567136 48522547 54078096 64311022 73405037 281883838 0 2999496 531206 253824 116545 470055 4371126 2999496 531206 253824 116545 470055 4371126 277512712 198040 696523 507376 258000 74107 1734046 198040 696523 507376 258000 74107 1734046 10842 30805 22666 119519 222271 406103 41776018 49249875 54608138 64688541 73701415 284023987 0.97710 0.95420 0.00610 0.00730 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: REIMBURSED COSTS 2005 361185 363190 72091814 72455004 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 486110 503254 557337 363190 1909891 250000 250000 250000 250000 1000000 1500000 2005 2005 74318 74318 109183 6672 102511 2064787 404901 1659886 8090920 4693917 3397003 2079650 1155351 924299 6158017 ACCRUED RENT 1537097 DEFERRED COMPENSATION PLANS 57540 OBLIGATIONS UNDER CAPITAL LEASES 2370167 3964804 73713599 72455004 1258595 0 1258595 73701415 0 73701415 12184 12184 73713599 72442820 0 72442820 12184 12184 72455004 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. THE ASSOCIATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN ADMINISTRATIVE EXPENSES. THE ASSOCIATION HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2011 OR 2010. NO INTEREST AND PENALTIES HAVE BEEN ACCRUED FOR THE YEARS ENDED JUNE 30, 2011 AND 2010. THE ASSOCIATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION, WITH THE OREGON CHARITIES DIVISION, AND THE CALIFORNIA FRANCHISE TAX BOARD AND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2007 FOR ITS FEDERAL AND STATE FILINGS. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF ASSETS CLASSIFIED WITH REVENUE ON 990 12,184. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF ASSETS CLASSIFIED WITH REVENUE ON 990 12,184. 0 SOUTH AMERCIA 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 2686 NORTH AMERICA 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 840 EUROPE 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 25892 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 2353 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 1499 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 5882 0 0 0 39152 0 39152 X CENTRAL AMERICA AND CARIBBEAN HAITI EARTHQUAKE RELIEF 9260 CHECK 0 N/A N/A 0 1 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: THE ORGANIZATION DID NOT MONITOR THE USE OF THE GRANT FUNDS, AS THE FUNDS WERE GIVEN TO AN EXEMPT ORGANIZATION UNDER IRS CODE SECTION 501(C)(3). 1 OREGON BUSINESS ASSOCIATION 6975 SW SANDBURG ROAD STE 250 TIGARD OR 97223 931280673 501(C)(6) 10000 SUPPORT OF THE ORGANIZATION'S PURPOSE TO PROVIDE BUSINESS LEADERSHIP THAT ENSURES OREGON'S ECONOMIC COMPETITIVENESS PORTLAND SCHOOLS FOUNDATION 905 NW 12TH AVENUE PORTLAND OR 97209 931149789 170(B)(1)(A)(VI) 15000 SUPPORT THE ORGANIZATION'S MISSION TO MOBILIZE THE IDEAS, LEADERSHIP, POLITICAL SUPPORT AND MONEY NECESSARY TO ENSURE A WORLD-CLASS EDUCATION FOR EVERY CHILD NEW AVENUES FOR YOUTH 1220 SW COLUMBIA ST PORTLAND OR 97201 930910213 170(B)(1)(A)(VI) 5000 SUPPORT TO CONTINUE THE ORGANIZATION'S MISSION OF OFFERING OUTCOME-BASED SERVICES TO HOMELESS STAND FOR CHILDREN 516 SE MORRISON STREET STE 420 PORTLAND OR 97214 521957214 170(B)(1)(A)(VI) 15000 SUPPORT TO PROMOTE THE ORGANIZATION'S MISSION TO DEVELOP COMMUNITY LEADERS UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 97203 930401259 170(B)(1)(A)(II) 40000 SUPPORT HIGHER EDUCATION FOR A DIVERSE COMMUNITY OF SCHOLARS 4 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE GRANT FUNDS ARE AN UNRESTRICTED CHARITABLE CONTRIBUTION TO AN EXEMPT ORGANIZATION UNDER IRS CODE SECTION 501(C)(3). X X X 0 0 0 0 0 1 0 0 0 MATTHEW W CHAPMAN 332258 0 0 0 0 0 48127 0 21262 0 401647 0 0 0 JEFFREY P STRICKLER 223134 0 0 0 0 0 35025 0 6932 0 265091 0 0 0 GINGER HOPKINS 216519 0 0 0 0 0 32749 0 6848 0 256116 0 0 0 DONNA SCHULTZ 180638 0 0 0 0 0 26625 0 6616 0 213879 0 0 0 RAYMOND YEAGLEY 175745 0 0 0 0 0 26873 0 6643 0 209261 0 0 0 STEVE WISE 175444 0 0 0 0 0 20781 0 5106 0 201331 0 0 0 SUKETU PANDYA 168103 0 0 0 0 0 26308 0 6610 0 201021 0 0 0 GERI COHEN 145732 0 0 0 0 0 22125 0 6444 0 174301 0 0 0 ANTOINETTE J JAFFE 141298 0 0 0 0 0 18260 0 5037 0 164595 0 0 0 JANICE LAROCCA 132540 0 0 0 0 0 19065 0 6330 0 157935 0 0 0 CHARLES MERRITT 132009 0 0 0 0 0 19065 0 6330 0 157404 0 0 0 JIM LUTHI 125853 0 0 0 0 0 18301 0 6310 0 150464 0 0 0 PART I, LINE 6 THE ASSOCIATION ESTABLISHED A PERFORMANCE PAY PLAN IN THE CURRENT YEAR. THE PLAN IS FORMULA-BASED AND REQUIRES A TARGET NET INCOME BE ACHIEVED PRIOR TO ANY PAYOUT ACCRUAL. IF THAT TARGET IS REACHED, THE PAYOUT IS THEN DEPENDENT UPON THE ACHIEVEMENT OF SEVERAL ORGANIZATIONAL TARGETS, INCLUDING CLIENT GROWTH AND RETENTION. TARGET NET INCOME AND GOALS ARE RESET ANNUALLY BY THE ASSOCIATION'S MANAGEMENT AND THE BOARD OF DIRECTORS. ATLANTIC RESEARCH PARTNERS DR. JOSEPH WISE SERVES AS DIRECTOR FOR BOTH ENTITIES. 363522 THE ASSOCIATION PURCHASED PROFESSIONAL DEVELOPMENT ASSETS FROM ATLANTIC RESEARCH PARTNERS. 0 HOOLEY AND NAITO LLC ENTITY MORE THAN 35% OWNED BY DARLENE HOOLEY, DIRECTOR. 155581 THE ASSOCIATION ENGAGED HOOLEY AND NAITO, LLC TO PROVIDE ADVOCACY AND LOBBYIST SERVICES. 0 FORM 990, PART VI, SECTION B, LINE 11 THE DIRECTOR OF FINANCE, GERI COHEN, REVIEWS THE FORM 990 AND PRESENTS IT TO THE CFO, JEFFREY STRICKLER, AS WELL AS THE BOARD OF DIRECTORS, FOR REVIEW AND APPROVAL PRIOR TO FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C SIGNED STATEMENTS ARE COLLECTED ANNUALLY FROM EACH DIRECTOR, OFFICER, COMMITTEE MEMBER OF THE BOARD OF DIRECTORS, AND KEY EMPLOYEES THAT AFFIRM THAT EACH INDIVIDUAL HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, COMPLIES WITH THE POLICY, AND UNDERSTANDS THAT NWEA IS A CHARITABLE ORGANIZATION THAT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THE FAILURE OF ANY DIRECTOR, OFFICER OR COMMITTEE MEMBER OF THE BOARD OF DIRECTORS TO SIGN SUCH A STATEMENT AT LEAST ONCE EVERY EIGHTEEN (18) MONTHS WILL DISQUALIFY THAT INDIVIDUAL FROM FURTHER SERVICE AS A DIRECTOR, OFFICER OR COMMITTEE MEMBER OF THE BOARD OF DIRECTORS UNTIL THE REQUIRED STATEMENT IS SIGNED. FAILURE TO SIGN BY A KEY EMPLOYEE WILL RESULT IN IMMEDIATE REVIEW UNDER THE DIRECTION OF THE DIRECTOR OF HUMAN RESOURCES IN CONJUNCTION WITH THE CHIEF OPERATIONS OFFICER. FORM 990, PART VI, SECTION B, LINE 15 THE SETTING OF THE CEO AND OTHER EXECUTIVE PAY WAS DONE WITH AN INDEPENDENT COMPENSATION CONSULTANT WHO REVIEWED THE MARKET AND MADE RECOMMENDATIONS TO THE BOARD. THE BOARD TOOK THAT INDEPENDENT REVIEW, MARKET ANALYSIS AND RECOMMENDATIONS AND APPROVED AND SET THE PAY AND PAY RANGES FOR THE CEO AND OTHER MEMBERS OF THE EXECUTIVE TEAM. THE SAME APPROACH AND REVIEW WAS DONE FOR THE REST OF THE ORGANIZATION, WHICH WOULD INCLUDE DIRECTORS WITH AN OUTSIDE COMPENSATION CONSULTANT (DIFFERENT THAN THE ONE USED BY THE BOARD FOR THE EXECUTIVE GROUP TO KEEP THE RELATIONSHIPS INDEPENDENT) WORKING WITH HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.