2012-10-30T09:41:13-05:00 2012-06-30 910189318 MOSS ADAMS LLP 805 SW BROADWAY 1200 PORTLAND OR 97205 990 2011-07-01 930686108 NORTHWEST EVALUATION ASSOCIATION NORT 5036241951 121 NW EVERETT STREET PORTLAND OR 97209 JEFFREY P STRICKLER 5036241951 2012-10-15 1 WENDY CAMPOS P00448102 5032421447 2011 2016-02-24 21:20:13Z JEFFREY P STRICKLER 121 NW EVERETT STREET PORTLAND OR 97209 84157089 0 X WWW.NWEA.ORG X 1977 OR PARTNERING TO HELP ALL KIDS LEARN. 9 8 512 9 0 0 0 0 73405037 83697130 86291 98713 222271 182456 73713599 83978299 105188 78650 0 0 46488956 51791377 0 0 0 25860860 37088582 72455004 88958609 1258595 -4980310 60944038 84062137 55362078 83460487 5581960 601650 PARTNERING TO HELP ALL KIDS LEARN. 0 0 66588075 83879586 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. 66588075 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 264 0 1 512 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR CA NY X JEFFREY P STRICKLER 5036241951 121 NW EVERETT STREET PORTLAND OR 97209 DR BRENDA TANNER 0.50 X X 0 0 0 DR JIM ANGERMEYR 0.50 X X 0 0 0 DR BART ANDERSON 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 CHAPMAN 40.00 X 424973 0 61163 JEFFREY STRICKLER 40.00 X 289764 0 45584 VIRGINIA HOPKINS 40.00 X 259187 0 40542 DONNA SCHULTZ 40.00 X 221727 0 34910 JILL HEDRICK 40.00 X 206161 0 35201 STEVEN WISE 40.00 X 205622 0 32660 SUKETU PANDYA 40.00 X 198166 0 33434 RAYMOND YEAGLEY 40.00 X 195057 0 32618 ANNE UDALL 40.00 X 186549 0 30266 GERI COHEN 40.00 X 183384 0 30280 ANTOINETTE JAFFE 40.00 X 172919 0 29535 JANICE LAROCCA 40.00 X 163880 0 27116 SONJA RYSKO 40.00 X 156923 0 25927 CHARLES MERRITT 40.00 X 156198 0 26131 3020510 0 485367 130 0 1 0 FARLEIGH WADA WITT ATTORNEYS 121 SW MORRISON ST SUITE 600 PORTLAND OR 97204 LEGAL SERVICES 312001 NELSON MULLINS RILEY & SCARBOR 1320 MAIN STREET COLUMBIA SC 29201 GOVERNMENT RELATIONS 209400 HOOLEY & NAITO LLC 6122 SW RIVERPOINT LANE PORTLAND OR 97239 GOVERNMENT RELATIONS 196042 MOSS ADAMS LLP 805 SW BROADWAY SUITE 1200 PORTLAND OR 97205 ACCOUNTING 162790 SEELAND CONSULTING 7931 SE 36TH AVENUE PORTLAND OR 97202 SALES CONSULTING 138270 6 LICENSING 611710 72574922 72574922 WORKSHOPS & CONSULTING 611710 6369137 6369137 SERVICE REVENUE 611710 4753071 4753071 83697130 122070 122070 155433 178790 -23357 -23357 -23357 REIMBURSED COSTS 611710 182456 182456 182456 83978299 83879586 0 98713 78650 78650 2601926 1925425 676501 34043750 25208270 8835480 5130900 3796866 1334034 6835902 5081931 1753971 3178899 2352385 826514 411604 411604 138347 76091 62256 221037 221037 11678113 7641527 4036586 1767452 1767452 1257825 845039 412786 1131887 848915 282972 713563 713563 3756634 2554511 1202123 3625092 3302761 322331 1130219 1130219 8094998 7285498 809500 350000 70000 280000 TRAINING & DEVELOPMENT 1940391 1789601 150790 GOVERNMENT RELATIONS 301762 205199 96563 DUES & SUBSCRIPTIONS 286488 214866 71622 REPAIRS & MAINTENANCE 221337 150509 70828 61833 46375 15458 88958609 66588075 22370534 0 5986721 5336321 18606052 2446875 15734165 16763473 0 1271963 1292302 1374997 16497154 8883238 6158017 7613916 59968 71161 12826670 48922235 280143 261196 60944038 84062137 11024039 11001089 35810286 37276626 4562949 21838059 3964804 13344713 55362078 83460487 X 5581960 601650 5581960 601650 60944038 84062137 -4980310 0 X 0 1 1 X 0 X 118 118 48522429 54078096 64311022 73405037 83697130 324013714 48522547 54078096 64311022 73405037 83697130 324013832 0 531206 253824 116545 1493761 286309 2681645 531206 253824 116545 1493761 286309 2681645 321332187 696523 507376 258000 74107 122070 1658076 696523 507376 258000 74107 122070 1658076 30805 22666 119519 222271 182456 577717 49249875 54608138 64688541 73701415 84001656 326249625 0.98490 0.97710 0.00510 0.00610 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: REIMBURSED COSTS 292536 292536 88666073 88958609 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 503254 557337 363190 292536 1716317 250000 250000 250000 250000 1000000 1500000 2005 2005 2103393 586803 1516590 12117924 7518708 4599216 2275837 777727 1498110 7613916 ACCRUED RENT 3047362 DEFERRED COMPENSATION PLANS 68714 OBLIGATIONS UNDER CAPITAL LEASES 4130757 CONTINGENT CONSIDERATION 6097880 13344713 83978299 88958609 -4980310 -4980310 84001656 0 84001656 -23357 -23357 83978299 88981966 23357 23357 88958609 0 88958609 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, 2012 OR 2011. NO INTEREST AND PENALTIES HAVE BEEN ACCRUED FOR THE YEARS ENDED JUNE 30, 2012 AND 2011. 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 2008 FOR ITS FEDERAL AND STATE FILINGS. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS CLASSIFIED WITH REVENUE ON 990 -23,357. PART XIII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS CLASSIFIED WITH REVENUE ON 990 23,357. SOUTH AMERCIA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 1251 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 839 EUROPE 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 31033 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 1898 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 8524 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 7954 0 0 0 0 0 0 51499 0 51499 0 0 0 0 0 0 1 GAPS GENERATING ASSISTANCE FOR PUBLIC 5825 NE RAY CIRCLE HILLSBORO OR 97124 205449967 170(B)(1)(A)(VI) 10000 SUPPORT EDUCATION PROGRAMS THAT SERVE STUDENTS WITH A PREFERENCE FOR UNDERPRIVILEGED AND SPECIAL NEEDS YOUTHS FRIENDS OF SATURDAY ACADEMY 5000 N WILLAMETTE BLVD PORTLAND OR 97203 203770321 509(A)(2) 10000 ENGAGE MOTIVATED YOUNG PEOPLE IN HANDS-ON, IN-DEPTH LEARNING AND PROBLEM SOLVING BY CONNECTING THEM WITH COMMUNITY EXPERTS AS INSTRUCTORS AND MENTORS UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 97203 930401259 170(B)(1)(A)(II) 50400 SUPPORT HIGHER EDUCATION FOR A DIVERSE COMMUNITY OF SCHOLARS 3 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 1 1 X X X 1 0 0 0 0 1 0 0 0 MATTHEW CHAPMAN 374664 0 50309 0 0 0 54322 0 6841 0 486136 0 0 0 JEFFREY STRICKLER 252392 0 37372 0 0 0 39000 0 6584 0 335348 0 0 0 VIRGINIA HOPKINS 224689 0 34498 0 0 0 34000 0 6542 0 299729 0 0 0 DONNA SCHULTZ 194416 0 27311 0 0 0 28500 0 6410 0 256637 0 0 0 JILL HEDRICK 181216 0 24945 0 0 0 28906 0 6295 0 241362 0 0 0 STEVEN WISE 180467 0 25155 0 0 0 26250 0 6410 0 238282 0 0 0 SUKETU PANDYA 172293 0 25873 0 0 0 27000 0 6434 0 231600 0 0 0 RAYMOND YEAGLEY 170244 0 24813 0 0 0 26119 0 6499 0 227675 0 0 0 ANNE UDALL 164335 0 22214 0 0 0 24000 0 6266 0 216815 0 0 0 GERI COHEN 161104 0 22280 0 0 0 24001 0 6279 0 213664 0 0 0 ANTOINETTE JAFFE 151693 0 21226 0 0 0 23260 0 6275 0 202454 0 0 0 JANICE LAROCCA 145194 0 18686 0 0 0 20875 0 6241 0 190996 0 0 0 SONJA RYSKO 138596 0 18327 0 0 0 19703 0 6224 0 182850 0 0 0 CHARLES MERRITT 137512 0 18686 0 0 0 19890 0 6241 0 182329 0 0 0 PART I, LINE 1A THE ASSOCIATION REIMBURSES CEO/PRESIDENT, MATT CHAPMAN, FOR ARLINGTON CLUB MONTHLY DUES. THIS WAS A PART OF THE ORIGINAL NEGOTIATION AND EMPLOYMENT AGREEMENT WITH THE BOARD, AS IT WAS DEEMED BENEFICIAL TO NWEA BECAUSE OF THE MEMBERSHIP AFFILIATION/NETWORKING. PART I, LINE 4A GINGER HOPKINS, SENIOR VP OF INTERNATIONAL PARTNERSHIPS, WAS PAID THE EQUIVALENT AMOUNT OF THREE MONTHS OF COMPENSATION AS SEVERANCE IN THE SUM OF $50,000, SUBJECT TO NORMAL WITHHOLDINGS. PART I, LINE 6 THE PERFORMANCE PAY 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. HOOLEY AND NAITO LLC ENTITY MORE THAN 35% OWNED BY DARLENE HOOLEY, DIRECTOR. 156037 THE ASSOCIATION ENGAGED HOOLEY AND NAITO, LLC TO PROVIDE ADVOCACY AND LOBBYIST SERVICES. 0 FORM 990, PART VI, SECTION B, LINE 11 SR. DIRECTOR OF FINANCE, GERI COHEN, REVIEWS THE FORM 990 AND PRESENTS IT TO THE EXECUTIVE VP, 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. INTERNATIONAL LEARNING CORPORATION 121 NW EVERETT STREET PORTLAND OR 97209 342007164 INTERNET EDUCATION FL N/A C -280174 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0