2025-07-14T16:14:16-05:00 2024-08-31 911194016 CLARK NUBER PS 10900 NE 4TH ST STE 1400 BELLEVUE WA 98004 990 2023-09-01 930243443 OREGON EDUCATION ASSOCIATION OREG 5036843300 6900 SW ATLANTA ST PORTLAND OR 97223 TRACEY-ANN NELSON EXECUTIVE DIRECTOR 5034952101 2025-07-11 1 1 MEGAN R RYAN P00737884 4254544919 2025-07-11 2023 2025-03-06 01:10:19Z ENRIQUE FARRERA 6900 SW ATLANTA ST PORTLAND OR 97223 31033991 0 X WWW.OREGONED.ORG X 1927 OR UNITE THE PUBLIC EDUCATION PROFESSION AND ADVOCATE FOR THOSE PROFESSIONALS TO ENSURE QUALITY PUBLIC EDUCATION FOR STUDENTS IN SCHOOLS. 45 42 205 166 0 0 1589128 1764108 24110887 25073664 965342 2780355 384117 614997 27049474 30233124 723282 1279531 0 0 20201052 20760253 0 0 0 5781157 12244822 26705491 34284606 343983 -4051482 65306798 62839328 31388893 28939942 33917905 33899386 X UNITE THE PUBLIC EDUCATION PROFESSION AND TO ADVOCATE FOR THOSE PROFESSIONALS TO ENSURE QUALITY EDUCATION FOR STUDENTS IN OREGON. 0 0 THE CENTER FOR PUBLIC AFFAIRS IS DEDICATED TO HELPING EDUCATORS PUT IN TO PLACE PRO-PUBLIC EDUCATION LEGISLATION AT EVERY LEVEL OF GOVERNMENT THAT WILL PROMOTE GOOD PUBLIC EDUCATION POLICY AND PROTECT THE RIGHTS OF EDUCATORS. THE OREGON EDUCATION ASSOCIATION'S (OEA) OBJECTIVES GUIDE THE POLICY POSITIONS AT THE LEGISLATIVE LEVEL AND THE OEA PUBLIC AFFAIRS STAFF SERVE AS A RESOURCE ON POLICY ISSUES, SUCH AS: SCHOOL FUNDING; TEACHING AND LEARNING; LICENSURE; COLLECTIVE BARGAINING, PUBLIC EMPLOYMENT RETIREMENT SYSTEM (PERS); HEALTH CARE, AND; ELECTORAL ISSUES. THE CENTER FOR ADVOCACY AND AFFILIATE SERVICE WORKS WITH LOCAL LEADERS AND UNISERV STAFF TO PROVIDE DATA AND TRAINING IN ORDER TO USE INFORMED AND STRATEGIC APPROACHES TO BARGAINING AND ADVOCACY TO ENSURE A FAIR CONTRACT AND IMPROVED WORKING AND LEARNING CONDITIONS FOR OEA'S APPROXIMATELY 42,000 MEMBERS AND OREGON'S STUDENTS. THE CENTER FOR LEGAL SERVICES PROVIDES FINANCIAL AND CONSULTATIVE RESOURCES TO PROTECT THE LEGAL RIGHTS OF MEMBERS. STAFF ALSO COORDINATE REPRESENTATION AND TRAINING ON EMERGING LEGAL ISSUES. THE CENTER FOR GREAT PUBLIC SCHOOLS SUPPORTS MEMBERS ON PROFESSIONAL PRACTICE ISSUES. IT ALSO PROVIDES SUPPORT FOR EDUCATORS ON LICENSURE AND ADVANCED CERTIFICATION. UNION SCHOOL PROVIDES SUPPORT WORKING WITH LOCALS TO BUILD OEA'S PROFESSIONAL VOICE IN DECISIONS THAT AFFECTPUBLIC EDUCATION AND CREATE STRONGER RELATIONSHIPS WITH THEIR COMMUNITY TO DEFEND AND PROMOTE PUBLIC EDUCATION. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 561 0 205 1 0 0 0 0 1 1 0 0 0 X 45 42 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X TRACEY-ANN NELSON 5036843300 6900 SW ATLANTA ST PORTLAND OR 97223 REED SCOTT-SCHWALBACH PRESIDENT 45.00 10.00 X X 200818 0 26030 ENRIQUE FARRERA VICE PRESIDENT 45.00 10.00 X X 172201 0 33033 STEPHEN SIEGEL VICE PRESIDENT - REGION I 10.00 2.00 X 6680 0 0 JULIET SAFIER VICE PRESIDENT - REGION II 10.00 2.00 X 3600 0 0 BETH YARBROUGH VICE PRESIDENT - REGION III 10.00 2.00 X 3600 0 0 BRINDA NARAYAN-WOLD NEA DIRECTOR 10.00 2.00 X 4800 0 0 ADOLFO GARZA-CANO NEA DIRECTOR 10.00 2.00 X 4260 0 0 CHRIS EARLY NEA DIRECTOR 10.00 2.00 X 6080 0 0 MONICA WEATHERSBY EQUITY DIRECTOR 10.00 2.00 X X 109998 0 39002 TJ LUNGER ESP DIRECTOR 10.00 2.00 X 900 0 0 LAURA LATHAM DIRECTOR - REGION III 10.00 0.00 X 217 0 0 PATTI LAWRENCE DIRECTOR - REGION III 10.00 0.00 X 0 0 0 JENNY UNDERHILL DIRECTOR - REGION I 10.00 0.00 X 0 0 0 KELSY DUNLAP DIRECTOR - REGION II 10.00 0.00 X 0 0 0 ALEJANDRA SAECHAO DIRECTOR - REGION II 10.00 0.00 X 0 0 0 FORREST COOPER DIRECTOR - REGION II 10.00 0.00 X 0 0 0 BOBBIE WILLIS DIRECTOR - REGION II 10.00 0.00 X 0 0 0 BECKY CRANE DIRECTOR - REGION III 10.00 0.00 X 0 0 0 SARAH BARCLAY DIRECTOR - REGION III 10.00 0.00 X 2480 0 0 CINDY DOUGHARITY-SPENCER DIRECTOR - REGION III 10.00 0.00 X 0 0 0 JENNIFER DORSEY DIRECTOR - REGION I 10.00 0.00 X 0 0 0 MATTHEW OLESON DIRECTOR - REGION I 10.00 0.00 X 0 0 0 ELIZABETH THIEL DIRECTOR - REGION I 10.00 0.00 X 0 0 0 GWEN SULLIVAN DIRECTOR - REGION I 10.00 0.00 X 0 0 0 CHRISTA SCHMEDER DIRECTOR - REGION II 10.00 0.00 X 0 0 0 CHARLENE BAKER DIRECTOR - REGION III 10.00 0.00 X 0 0 0 GABRIELLE PARGETT DIRECTOR - REGION II 10.00 0.00 X 0 0 0 VALERIE SCHILLER DIRECTOR - REGION I 10.00 0.00 X 0 0 0 JULIA BARTO DIRECTOR - REGION I 10.00 0.00 X 0 0 0 ANDREW DENNIS DIRECTOR - REGION I 10.00 0.00 X 0 0 0 GIANNA SIMON DIRECTOR - REGION II 10.00 0.00 X 0 0 0 LAURA WARREN DIRECTOR - REGION II 10.00 0.00 X 3690 0 0 HELEN JACOBS DIRECTOR - REGION II 10.00 0.00 X 0 0 0 MIKKA IRUSTA DIRECTOR - REGION III 10.00 0.00 X 0 0 0 CYNTHIA VAUGHAN DIRECTOR - REGION III 10.00 0.00 X 0 0 0 IVANA TURNER DIRECTOR - REGION I 10.00 0.00 X 0 0 0 MARTIN KWON DIRECTOR - REGION I 10.00 0.00 X 0 0 0 SCOTT PERKINS DIRECTOR - REGION III 10.00 0.00 X 0 0 0 BRIAN ZAUBER REED DIRECTOR - REGION II 10.00 0.00 X 0 0 0 MARC DANA DIRECTOR - REGION I 10.00 0.00 X 0 0 0 KELLY FITZSIMMONS DIRECTOR - REGION I 10.00 0.00 X 0 0 0 AL RABCHUK BOARD MEMBER 10.00 0.00 X 0 0 0 BECKY TORRES DIRECTOR - REGION I 10.00 0.00 X 1500 0 0 CHRISTOPHER ZIMMERLY-BECK DIRECTOR - REGION I 10.00 0.00 X 600 0 0 TRACEY-ANN M NELSON EXECUTIVE DIRECTOR 45.00 4.00 X 206143 0 108570 ROBERT STACKHOUSE CHIEF FINANCIAL OFFICER 45.00 0.00 X 172704 0 39544 ADAM S ARMS GENERAL COUNSEL 45.00 0.00 X 182124 0 115232 EVAN M WICKERSHAM DIR OF ADVOCACY & AFFILIATE SVCS 45.00 0.00 X 163923 0 96627 EMILY MCLAIN DIR OF PROF EXCELLENCE & POLICY 45.00 0.00 X 169185 0 13063 PETER M BROGAN ADVOCACY AND AFFILIATE SVCS MANAGER 45.00 0.00 X 162572 0 74451 DANIEL G HERNANDEZ DIR OF INFORMATION TECHNOLOGY 45.00 0.00 X 151247 0 117002 KAREN SPIES UNISERV CONSULTANT 45.00 0.00 X 188715 0 108323 ALAN MOORE UNISERV CONSULTANT 45.00 0.00 X 182500 0 144094 PETER BAUER OEA UNION SCHOOL ED & TRAINING COORD. 45.00 0.00 X 167973 0 81484 REBECCA MARZ UNISERV CONSULTANT 45.00 0.00 X 166744 0 125065 ERIC SCHUTZ UNISERV CONSULTANT 45.00 0.00 X 164106 0 105907 2599360 0 1227427 49 0 1 0 MCKANNA BISHOP JOFFE LLLP 1635 NW JOHNSON ST PORTLAND OR 972092310 LEGAL 476849 TRANSPARENT ELECTIONS FOR GRASSROOTS PO BOX 42307 PORTLAND OR 97242 VOTER SUPPORT 370000 OUR OREGON 525 NE OREGON STREET SUITE 430 PORTLAND OR 97232 VOTER SUPPORT 367500 TEDESCO LAW GROUP LLC 1316 NE BROADWAY ST UNIT A PORTLAND OR 97232 LEGAL 248875 COOPER CONSTRUCTION CO PO BOX 2020 CLACKAMAS OR 970152020 CONSTRUCTION 110058 8 1764108 1764108 MBR DUES & ASSESSMENTS 813930 25073664 25073664 25073664 1102949 1102949 265952 265429 523 523 523 1024202 1188642 0 535438 1024202 653204 1677406 1677406 REIMBURSEMENTS 900099 594305 594305 REGISTRATION FEES 900099 10815 10815 TRAVEL COMMISSIONS 900099 3866 3866 5488 5488 614474 30233124 25073664 0 3395352 1199504 80027 1716793 10715543 3611131 3623714 1093072 1168841 124818 66049 799265 8337 414668 707598 1141684 882696 142715 99339 521161 129055 STRIKE SUPPORT PAYMENTS 5863121 RECRUITING 46546 SUB REIMBURSEMENT 36163 PROGRAM SUPPLIES 16073 76693 34284606 11215665 11477591 798956 6588513 642790 305943 82009 384112 14564040 9591145 5961463 4972895 44270028 37102891 51017 46695 2284870 1960688 65306798 62839328 2270394 1235492 2527735 2479092 26590764 25225358 31388893 28939942 X 33161301 33105361 756604 794025 33917905 33899386 65306798 62839328 X -4051482 3561089 -114413 586287 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 868753 OUR OREGON 525 NE OREGON ST SUITE 430 PORTLAND OR 97232 651247426 137500 TRANSPARENT ELECTIONS FOR GRASSROOTS PO BOX 42307 PORTLAND OR 97242 932968846 410000 VOTE NO ON THE RECKLESS RECALL PO BOX 42307 PORTLAND OR 97242 933294067 28000 PORTLAND ASSOC OF TEACHERS - PAC 345 NE 8TH AVENUE PORTLAND OR 97232 930557517 28883 OREGON EDUCATION ASSOCIATION - PAC 6900 SW ATLANTA ST PORTLAND OR 97223 930674840 317452 1 0 0 PART I-A, LINE 1: INTERNAL COMMUNICATIONS AND POLITICAL ORGANIZING WITH MEMBERS (NOT THE GENERAL PUBLIC) INCLUDING CANDIDATE RECOMMENDATIONS IN OEA TODAY MAGAZINE AND DIRECT MAIL. PART I-C, LINE 5: ALL PAC CONTRIBUTIONS REPORTED ON PART I-C, LINE 5, COLUMN (D) ARE FOR LEGISLATIVE AND LOBBYING ACTIVITIES. NO FUNDS WERE CONTRIBUTED TO 527 ORGANIZATIONS FOR EXEMPT FUND EXPENDITURES. INDIRECT POLITICAL EXPENDITURES ARE PAID ON BEHALF OF A POLITICAL ACTION COMMITTEE. 615167 615167 11842535 7721013 4121522 140000 42000 98000 1966338 1828132 138206 4972895 POST RETIREMENT BENEFIT OBLIGATION 7849939 ACCRUED PENSION COSTS 13182163 DEFERRED COMPENSATION LIABILITY 1015834 ERP LIABILITY 1729426 TENANT SECURITY DEPOSITS 383624 OPERATING LEASE LIABILITY 966694 OTHER LIABILITIES 97678 25225358 34579880 3561089 586287 4147376 30432504 66049 -265429 -199380 30233124 34598399 379842 379842 34218557 66049 66049 34284606 PART XI, LINE 2D - OTHER ADJUSTMENTS: ACTUARIAL ADJUSTMENTS REPORTED ON PART XI 586,287. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED ON PART VIII -265,429. PART XII, LINE 2D - OTHER ADJUSTMENTS: PRIOR YEAR ADJUSTMENTS REPORTED ON PART XI 114,413. RENTAL EXPENSE REPORTED ON PART VIII 265,429. 0 CHINTIMINI UNISERV COUNCIL PO BOX 1209 PHILOMATH OR 97370 300323962 501(C)5 6500 0 SUPPORT MEMBER ORGANIZING ACTIVITY ASSOCIATION OF SALEM KEIZER ESP 2540 CORAL AVE NE SALEM OR 97305 931026640 501(C)5 15555 0 WEATHER EMERGENCY FUND LANE COMMUNITY COLLEGE EDUCATION ASSOC 4000 EAST 30TH AVE EUGENE OR 97405 943140065 501(C)5 5563 0 WEATHER EMERGENCY FUND NORTHWEST HEALTH FOUNDATION 221 NW 2ND AVENUE SUITE 300 PORTLAND OR 97209 931293344 501(C)3 25000 0 GENERAL SUPPORT OLCS - OREGON LABOR CANDIDATE SCHOOL PO BOX 86161 PORTLAND OR 97286 455341099 501(C)3 15000 0 GENERAL SUPPORT OUR OREGON 525 NE OREGON ST SUITE 430 PORTLAND OR 97232 651247426 501(C)4 137500 0 GENERAL SUPPORT TRANSPARENT ELECTIONS FOR GRASSROOTS PO BOX 42307 PORTLAND OR 97242 932968846 501(C)4 410000 0 GENERAL SUPPORT SALEM-KEIZER EDUCATION ASSOCIATION 2540 CORAL AVE NE SALEM OR 97305 237008620 501(C)5 56250 0 STRIKE UP FUND VOTE NO ON THE RECKLESS RECALL PO BOX 42307 PORTLAND OR 97242 933294067 527 28000 0 GENERAL SUPPORT ASSOCIATION OF SALEM KEIZER ESP 2540 CORAL AVE NE SALEM OR 97305 931026640 501(C)5 16250 0 SUPPORT MEMBER ORGANIZING ACTIVITY BEAVERTON EDUCATION ASSOCIATION 17933 NW EVERGREEN PLACE SUITE 220 BEAVERTON OR 97006 943144630 501(C)5 14750 0 SUPPORT MEMBER ORGANIZING ACTIVITY BEND EDUCATION ASSOCIATION 2352 SW GLACIER PL REDMOND OR 97756 931112359 501(C)5 6000 0 SUPPORT MEMBER ORGANIZING ACTIVITY EUGENE EDUCATION ASSOCIATION 2815 COBURG RD EUGENE OR 97408 931050034 501(C)5 10850 0 SUPPORT MEMBER ORGANIZING ACTIVITY LANE COMMUNITY COLLEGE EDUCATION ASSOC 2815 COBURG RD EUGENE OR 97408 943140065 501(C)5 6050 0 SUPPORT MEMBER ORGANIZING ACTIVITY SALEM-KEIZER EDUCATION ASSOCIATION 2540 CORAL AVE NE SALEM OR 97305 237008620 501(C)5 12500 0 SUPPORT MEMBER ORGANIZING ACTIVITY 2 13 PROFESSIONAL PRACTICE GRANTS 113 80027 PART I, LINE 2: AMOUNTS PAID BY OEA TO ORGANIZATIONS ARE CONSIDERED UNRESTRICTED CONTRIBUTIONS TO THE RECEIVING ORGANIZATION'S GENERAL OPERATING ACTIVITIES AND ARE GENERALLY UNRESTRICTED. THERE IS NO REPORTING REQUIREMENT BY THE RECEIVING ORGANIZATION TO OEA REGARDING THE USE OF THE FUNDS AND THERE IS NO REQUIREMENT TO PERFORM SERVICES OR RETURN THE FUNDS IF RESTRICTIONS ARE NOT MET. X X X X 0 0 0 ALAN MOORE UNISERV CONSULTANT 182500 0 0 0 0 0 117834 0 26260 0 326594 0 0 0 TRACEY-ANN M NELSON EXECUTIVE DIRECTOR 206143 0 0 0 0 0 76744 0 31826 0 314713 0 0 0 ADAM S ARMS GENERAL COUNSEL 182124 0 0 0 0 0 75092 0 40140 0 297356 0 0 0 KAREN SPIES UNISERV CONSULTANT 188715 0 0 0 0 0 76267 0 32056 0 297038 0 0 0 REBECCA MARZ UNISERV CONSULTANT 166744 0 0 0 0 0 92233 0 32832 0 291809 0 0 0 ERIC SCHUTZ UNISERV CONSULTANT 164106 0 0 0 0 0 65853 0 40054 0 270013 0 0 0 DANIEL G HERNANDEZ DIR OF INFORMATION TECHNOLOGY 151247 0 0 0 0 0 76862 0 40140 0 268249 0 0 0 EVAN M WICKERSHAM DIR OF ADVOCACY & AFFILIATE SVCS 163923 0 0 0 0 0 59297 0 37330 0 260550 0 0 0 PETER BAUER OEA UNION SCHOOL ED & TRAINING COORD 167973 0 0 0 0 0 48537 0 32947 0 249457 0 0 0 PETER M BROGAN ADVOCACY AND AFFILIATE SVCS MANAGER 162572 0 0 0 0 0 42383 0 32068 0 237023 0 0 0 REED SCOTT-SCHWALBACH PRESIDENT 200818 0 0 0 0 0 0 0 26030 0 226848 0 0 0 ROBERT STACKHOUSE CHIEF FINANCIAL OFFICER 172704 0 0 0 0 0 0 0 39544 0 212248 0 0 0 ENRIQUE FARRERA VICE PRESIDENT 172201 0 0 0 0 0 0 0 33033 0 205234 0 0 0 EMILY MCLAIN DIR OF PROF EXCELLENCE & POLICY 169185 0 0 0 0 0 0 0 13063 0 182248 0 0 0 FORM 990, PART I, LINE 6: IN FY24, 166 VOLUNTEERS SERVED ON VARIOUS COMMITTEES RELATED TO UNION AND EDUCATIONAL ISSUES. 29 INDIVIDUALS SERVED UNCOMPENSATED (WITHOUT STIPEND) ON BOARD POSITIONS. FORM 990, PART VI, SECTION A, LINE 6 OEA HAS MEMBERS WHO ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A OEA MEMBERS HAVE THE POWER TO ELECT BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BEFORE FILING BY THE ORGANIZATION'S MANAGEMENT. THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS AFTER IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS APPROVED THE WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES EACH OFFICER, BOARD MEMBER, ELECTED OFFICER AND KEY MANAGEMENT TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: ACTUARIAL ADJUSTMENTS 586,287. OREGON EDUCATION ASSOCIATION FOUNDATION 6900 SW ATLANTA STREET PORTLAND OR 97223 931188463 SUPPORT PUBLIC SCHOOL EDUCATORS AND STUDENTS OR 501(C)(3) LINE 10 OREGON EDUCATION ASSOCIATION 1 OEA CHOICE TRUST 6900 SW ATLANTA STREET PORTLAND OR 97223 930763726 HEALTH AND WELFARE BENEFITS FOR OREGON PUBLIC SCHOOL EDUCATORS OR 501(C)(9) OREGON EDUCATION ASSOCIATION 1 OREGON EDUCATION ASSOCIATON - PAC 6900 SW ATLANTA STREET PORTLAND OR 97223 930674840 POLITICAL ACTION COMMITTEE OR 527 OREGON EDUCATION ASSOCIATION 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 1 1 OEA CHOICE TRUST J 89247 BOOK OREGON EDUCATION ASSOCIATION - PAC R 317452 BOOK