Civic Intelligence

Oregon Education Association

990 • Fiscal year 2024 • EIN 93-0243443

Sep 01, 2023 to Aug 31, 2024 • Filed on Jul 11, 2025

Organization ProfileWWW.OREGONED.ORG

View Organization Page

6900 SW Atlanta StPortland, OR 97223

(503) 684-3300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.46x

Higher debt load relative to assets than 90% of similar nonprofits.

2024 filings • 501(c)5 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.96x

Higher debt load relative to revenue than 93% of similar nonprofits.

2024 filings • 501(c)5 • $50M-$100M nonprofits • Source year 2024

Net Margin

5th percentile

-13%

Higher net margin than 5% of similar nonprofits.

2024 filings • 501(c)5 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$326,594

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2024 filings • 501(c)5 • $50M-$100M nonprofits • Source year 2024

Asset Growth

9th percentile

-3.8%

Faster asset growth than 9% of similar nonprofits.

2024 filings • 501(c)5 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • 501(c)5 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$62,839,328

Down $2,467,470 (-3.8%) from 2023

Net Assets

Down

$33,899,386

Down $18,519 (-0.1%) from 2023

Liabilities

Down

$28,939,942

Down $2,448,951 (-7.8%) from 2023

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin5th percentile

Revenue

Up

$30,233,124

Up $3,183,650 (+12%) from 2023

Expenses

Up

$34,284,606

Up $7,579,115 (+28%) from 2023

Net Income

Down

-$4,051,482

Down $4,395,465 (-1278%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $36,485,948Liabilities 2010: $24,772,885Net Assets 2010: $11,713,0632010Assets 2011: $36,506,320Liabilities 2011: $22,500,124Net Assets 2011: $14,006,1962011Assets 2012: $35,412,140Liabilities 2012: $25,422,568Net Assets 2012: $9,989,5722012Assets 2013: $37,283,786Liabilities 2013: $21,112,622Net Assets 2013: $16,171,1642013Assets 2014: $42,544,315Liabilities 2014: $21,394,871Net Assets 2014: $21,149,4442014Assets 2015: $42,291,569Liabilities 2015: $23,074,601Net Assets 2015: $19,216,9682015Assets 2016: $44,279,448Liabilities 2016: $29,041,170Net Assets 2016: $15,238,2782016Assets 2017: $44,669,378Liabilities 2017: $27,619,545Net Assets 2017: $17,049,8332017Assets 2018: $50,341,694Liabilities 2018: $29,335,207Net Assets 2018: $21,006,4872018Assets 2019: $52,884,513Liabilities 2019: $41,406,784Net Assets 2019: $11,477,7292019Assets 2020: $59,153,349Liabilities 2020: $46,893,678Net Assets 2020: $12,259,6712020Assets 2021: $69,787,942Liabilities 2021: $47,903,380Net Assets 2021: $21,884,5622021Assets 2022: $62,321,599Liabilities 2022: $38,047,526Net Assets 2022: $24,274,0732022Assets 2023: $65,306,798Liabilities 2023: $31,388,893Net Assets 2023: $33,917,9052023Assets 2024: $62,839,328Liabilities 2024: $28,939,942Net Assets 2024: $33,899,3862024

Highlighted filing

2024

Assets$62,839,328
Liabilities$28,939,942
Net Assets$33,899,386
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20MExpenses 2010: $28,293,0762010Expenses 2011: $21,082,1702011Expenses 2012: $26,199,9012012Expenses 2013: $21,518,8322013Revenue 2014: $24,047,016Expenses 2014: $21,519,433Net Income 2014: $2,527,5832014Revenue 2015: $23,759,228Expenses 2015: $22,035,466Net Income 2015: $1,723,7622015Revenue 2016: $24,642,303Expenses 2016: $24,097,124Net Income 2016: $545,1792016Revenue 2017: $26,593,936Expenses 2017: $27,960,086Net Income 2017: -$1,366,1502017Revenue 2018: $26,785,959Expenses 2018: $24,335,978Net Income 2018: $2,449,9812018Revenue 2019: $25,219,416Expenses 2019: $24,370,324Net Income 2019: $849,0922019Revenue 2020: $28,134,555Expenses 2020: $25,445,741Net Income 2020: $2,688,8142020Revenue 2021: $37,997,051Expenses 2021: $27,013,950Net Income 2021: $10,983,1012021Revenue 2022: $25,766,952Expenses 2022: $29,573,713Net Income 2022: -$3,806,7612022Revenue 2023: $27,049,474Expenses 2023: $26,705,491Net Income 2023: $343,9832023Revenue 2024: $30,233,124Expenses 2024: $34,284,606Net Income 2024: -$4,051,4822024

Highlighted filing

2024

Revenue$30,233,124
Expenses$34,284,606
Net Income-$4,051,482
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 11, 2025
Return Version
2023v6.0
Gross Receipts
$31,033,991
Mission and Program Overview

Mission

Unite the public education profession and to advocate for those professionals to ensure quality education for students in oregon.

Unite the public education profession and advocate for those professionals to ensure quality public education for students in schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$44,270,028$37,102,891▼ $7,167,137
Cash and Non-Interest-Bearing Accounts$11,215,665$11,477,591▲ $261,926
Savings and Temporary Cash Investments$798,956$6,588,513▲ $5,789,557
Land, Buildings, and Equipment, Net$5,961,463$4,972,895▼ $988,568
Prepaid Expenses and Deferred Charges$82,009$384,112▲ $302,103
Accounts Receivable$642,790$305,943▼ $336,847
Intangible Assets$51,017$46,695▼ $4,322
Total Assets$65,306,798$62,839,328▼ $2,467,470
Other Assets Total$2,284,870$1,960,688▼ $324,182
Liabilities
Other Liabilities$26,590,764$25,225,358▼ $1,365,406
Mortgage Notes Payable Secured by Investment Property$2,527,735$2,479,092▼ $48,643
Accounts Payable and Accrued Expenses$2,270,394$1,235,492▼ $1,034,902
Total Liabilities$31,388,893$28,939,942▼ $2,448,951
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$33,161,301$33,105,361▼ $55,940
Net Assets With Donor Restrictions$756,604$794,025▲ $37,421
Total Net Assets Fund Balance$33,917,905$33,899,386▼ $18,519
Total Liabilities and Net Assets / Fund Balance$65,306,798$62,839,328▼ $2,467,470

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,121,522$7,721,013$11,842,535
Equipment$138,206$1,828,132$1,966,338
Land$615,167-$615,167
Leasehold Improvements$98,000$42,000$140,000
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan MooreUniserv ConsultantFT$182,500$144,094$326,594
Tracey-ann M NelsonExecutive DirectorFT$206,143$108,570$314,713
Adam S ArmsGeneral CounselFT$182,124$115,232$297,356
Karen SpiesUniserv ConsultantFT$188,715$108,323$297,038
Rebecca MarzUniserv ConsultantFT$166,744$125,065$291,809
Eric SchutzUniserv ConsultantFT$164,106$105,907$270,013
Daniel G HernandezDirector of Information TechnologyFT$151,247$117,002$268,249
Evan M WickershamDirector of Advocacy & Affiliate SvcsFT$163,923$96,627$260,550
Peter BauerOea Union School Ed & Training Coord.FT$167,973$81,484$249,457
Peter BauerOea Union School Ed & Training Coord-$167,973$81,484$249,457
Peter M BroganAdvocacy and Affiliate Svcs ManagerFT$162,572$74,451$237,023
Reed Scott-schwalbachPresidentFT$200,818$26,030$226,848
Robert StackhouseChief Financial OfficerFT$172,704$39,544$212,248
Enrique FarreraVice PresidentFT$172,201$33,033$205,234
Emily MclainDirector of Prof Excellence & PolicyFT$169,185$13,063$182,248
Monica WeathersbyEquity DirectorPT$109,998$39,002$149,000
Stephen SiegelVice President - Region IPT$6,680-$6,680
Chris EarlyNea DirectorPT$6,080-$6,080
Brinda Narayan-woldNea DirectorPT$4,800-$4,800
Adolfo Garza-canoNea DirectorPT$4,260-$4,260
Laura WarrenDirector - Region IiPT$3,690-$3,690
Beth YarbroughVice President - Region IiiPT$3,600-$3,600
Juliet SafierVice President - Region IiPT$3,600-$3,600
Sarah BarclayDirector - Region IiiPT$2,480-$2,480
Becky TorresDirector - Region IPT$1,500-$1,500
Tj LungerEsp DirectorPT$900-$900
Christopher Zimmerly-beckDirector - Region IPT$600-$600
Laura LathamDirector - Region IiiPT$217-$217

Board Members and Trustees

NameTitle
Al RabchukBoard Member
Andrew DennisDirector - Region I
Elizabeth ThielDirector - Region I
Gwen SullivanDirector - Region I
Ivana TurnerDirector - Region I
Jennifer DorseyDirector - Region I
Jenny UnderhillDirector - Region I
Julia BartoDirector - Region I
Kelly FitzsimmonsDirector - Region I
Marc DanaDirector - Region I
Martin KwonDirector - Region I
Matthew OlesonDirector - Region I
Valerie SchillerDirector - Region I
Alejandra SaechaoDirector - Region Ii
Bobbie WillisDirector - Region Ii
Brian Zauber ReedDirector - Region Ii
Christa SchmederDirector - Region Ii
Forrest CooperDirector - Region Ii
Gabrielle PargettDirector - Region Ii
Gianna SimonDirector - Region Ii
Helen JacobsDirector - Region Ii
Kelsy DunlapDirector - Region Ii
Becky CraneDirector - Region Iii
Charlene BakerDirector - Region Iii
Cindy Dougharity-spencerDirector - Region Iii
Cynthia VaughanDirector - Region Iii
Mikka IrustaDirector - Region Iii
Patti LawrenceDirector - Region Iii
Scott PerkinsDirector - Region Iii

Highest Paid Contractors

ContractorServicesLocationCompensation
Mckanna Bishop Joffe LllpLegal1635 NW JOHNSON ST, Portland, OR 97209-2310$476,849
Transparent Elections For GrassrootsVoter SupportPO BOX 42307, Portland, OR 97242$370,000
Our OregonVoter Support525 NE OREGON STREET SUITE 430, Portland, OR 97232$367,500
Tedesco Law Group LLCLegal1316 NE BROADWAY ST UNIT A, Portland, OR 97232$248,875
Cooper Construction CoConstructionPO BOX 2020, Clackamas, OR 97015-2020$110,058
Revenue and Support

Revenue Composition

Contributions and Grants
$1,764,108
Program Service Revenue
$25,073,664
Investment Income
$2,780,355
Other Revenue
$614,997
All Other Contributions
$1,764,108
Change in Net Assets
$-4,051,482

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,432,504
Revenue Not Reported on Financial Statements
$-199,380
Revenue Not Reported on Form 990
$4,147,376
Other Revenue Adjustments
$-265,429
Total Revenue per Audited Statements
$34,579,880
Total Revenue per Form 990
$30,233,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$20,760,253
Other Expenses$12,244,822
Grants and Similar Amounts Paid$1,279,531
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$10,715,543
Other Employee Benefits---$3,623,714
Pension Plan Contributions---$3,611,131
Current Officers, Directors, Trustees, and Key Employees---$1,716,793
Grants to Domestic Orgs---$1,199,504
Fees for Services Legal---$1,168,841
Occupancy---$1,141,684
Payroll Taxes---$1,093,072
Travel---$882,696
Fees for Services Other---$799,265
Information Technology---$707,598
Depreciation Depletion---$521,161
Office Expenses---$414,668
Conferences and Meetings---$142,715
Insurance---$129,055
Fees for Services Accounting---$124,818
Interest---$99,339
Grants to Domestic Individuals---$80,027
All Other Expenses---$76,693
Fees for Service Investment Mgmnt Fees---$66,049
Other Expenses---$16,073
Advertising---$8,337
Total Functional Expenses$0$0$0$34,284,606

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$34,598,399
Total Expenses per Form 990$34,284,606
Expenses per Audited Statements$34,218,557
Expenses Not Reported on Form 990$379,842
Expenses Not Reported on Financial Statements$66,049
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Transparent Elections for GrassrootsPortland, OR501(c)4General Support$410,000
Our OregonPortland, OR501(c)4General Support$137,500
Salem-keizer Education AssociationSalem, OR501(c)5Strike Up Fund$56,250
Vote No on the Reckless RecallPortland, OR527General Support$28,000
Northwest Health FoundationPortland, OR501(c)3General Support$25,000
Association of Salem Keizer EspSalem, OR501(c)5Support Member Organizing Activity$16,250
Association of Salem Keizer EspSalem, OR501(c)5Weather Emergency Fund$15,555
Olcs - Oregon Labor Candidate SchoolPortland, OR501(c)3General Support$15,000
Beaverton Education AssociationBeaverton, OR501(c)5Support Member Organizing Activity$14,750
Salem-keizer Education AssociationSalem, OR501(c)5Support Member Organizing Activity$12,500
Eugene Education AssociationEugene, OR501(c)5Support Member Organizing Activity$10,850
Chintimini Uniserv CouncilPhilomath, OR501(c)5Support Member Organizing Activity$6,500
Lane Community College Education AssocEugene, OR501(c)5Support Member Organizing Activity$6,050
Bend Education AssociationRedmond, OR501(c)5Support Member Organizing Activity$6,000
Lane Community College Education AssocEugene, OR501(c)5Weather Emergency Fund$5,563
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$868,753

Section 527 Organizations

OrganizationLocationAmount
93-2968846Portland, OR$410,000
65-1247426Portland, OR$137,500
93-3294067Portland, OR$28,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Pension Costs$13,182,163
Post Retirement Benefit Obligation$7,849,939
Erp Liability$1,729,426
Deferred Compensation Liability$1,015,834
Operating Lease Liability$966,694
Tenant Security Deposits$383,624
Other Liabilities$97,678
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Oregon Education Association
EIN
93-0243443
Phone
5036843300
Address
6900 SW ATLANTA ST, PORTLAND, OR 97223

Signing Officer

Name
Tracey-ann Nelson
Title
Executive Director
Phone
5034952101
Signed
2025-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Enrique Farrera
Formed
1927
Legal Domicile
Or
Voting Board Members
45
Independent Board Members
42
Employees
205
Volunteers
166

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH ST STE 1400, BELLEVUE, WA 98004
Preparer
Megan R Ryan
Phone
4254544919
Supplemental Narrative

Additional Explanations

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 XI, LINE 9:

“Actuarial adjustments 586,287.”

Financial Statement Notes

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.”

Raw XML AppendixShowing 400 of 1,353 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0UNITE THE PUBLIC EDUCATION PROFESSION AND ADVOCATE FOR THOSE PROFESSIONALS TO ENSURE QUALITY PUBLIC EDUCATION FOR STUDENTS IN SCHOOLS.
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IRS990/Desc0THE 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.
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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,839,328
Liabilities
$28,939,942
Net assets
$33,899,386
Revenue
$30,233,124
Expenses
$34,284,606
Net income
-$4,051,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.8$28.9$33.9$30.2$34.3$4.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.3$31.4$33.9$27.0$26.7$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.3$38.0$24.3$25.8$29.6$3.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.8$47.9$21.9$38.0$27.0$11.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.2$46.9$12.3$28.1$25.4$2.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.9$41.4$11.5$25.2$24.4$0.85
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.3$29.3$21.0$26.8$24.3$2.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.7$27.6$17.0$26.6$28.0$1.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.3$29.0$15.2$24.6$24.1$0.55
2015Detailed filing. Detailed filing data is available for this year.$42.3$23.1$19.2$23.8$22.0$1.72
2014Detailed filing. Detailed filing data is available for this year.$42.5$21.4$21.1$24.0$21.5$2.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.3$21.1$16.2$21.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.4$25.4$9.99$26.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.5$22.5$14.0$21.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.5$24.8$11.7$28.3