Oregon Education Association FY2021 filing

Not tax-deductible

Portland, OR501(c)(5)Since 1927Employment EIN 93-0243443Revenue $38.0M in FY2021

On file with the IRSoregoned.org6900 Sw Atlanta St, 97223-2513 · Portland, ORTax-exempt since Aug 2013

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

Unite the public Education profession and to advocate for those professionals to ensure quality Education for students in Oregon.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$2.0M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $1.4M a year · 5% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$2.0M
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Plus $48.3M in investments, Pt X · Ln 11–13
Looks good: 6.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2.3M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$47.9M
69% of total assets
Worth a look: liabilities are 69% of assets; over 65%.
Pt X · Ln 26
Independent board members
50
of 53 voting members
Looks good: 50 of 53 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$38.0M
+35% vs prior year
Spent
$27.0M
Net assets
$21.9M
By yearFY2020–FY2025
Revenue
$38.0M
FY2021▲ +35%
Tap a bar for its year
Revenue by fiscal year
FY2020$28.1M
FY2021$38.0M
FY2022$25.8M
FY2023$27.0M
FY2024$30.2M
FY2025$30.6M
Expenses
$27.0M
FY2021▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$25.4M
FY2021$27.0M
FY2022$29.6M
FY2023$26.7M
FY2024$34.3M
FY2025$28.2M
Net assets
$21.9M
FY2021▲ +79%
Tap a bar for its year
Net assets by fiscal year
FY2020$12.3M
FY2021$21.9M
FY2022$24.3M
FY2023$33.9M
FY2024$33.9M
FY2025$42.6M

From the FY2021 Form 990 (year ending August 2021) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2013.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

63 people listed on the 990; $2.0M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Uniserv Consultant
$219,132Pt VII · Sec A
President Thru 7/2021
$206,484Pt VII · Sec A
Executive Director
$187,907Pt VII · Sec A
Aed, Gps & US
$164,734Pt VII · Sec A
General Counsel
$157,481Pt VII · Sec A
Uniserv Consultant
$157,449Pt VII · Sec A
Aed, Advocacy
$156,144Pt VII · Sec A
Aed, Public Affairs
$154,798Pt VII · Sec A

Tracey-Ann M Nelson’s $213K as Executive Director is at the 41st percentile of top reported officer pay among 414 $10–100M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Roxann P Fonoimoana————$219,132—
Tracey-Ann M Nelson$213,436$206,143$156,765———
C John Larson———$173,110$206,484$202,777
Reed Scott-Schwalbach$161,776$200,818—$165,591$152,365$148,157
Susan L Crumpton Thru 093022——$191,115———
James R Fotter——$97,427$191,049$187,907—
Ryan Olds$190,304—————
Karen Spies—$188,715———$131,958

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Oregon Education Association executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Advocates for public education professionals through labor representation, legal services, and professional training to ensure quality education for Oregon students.

Questions for Oregon Education Association

Tap to ask. Oregon Education Association sees how many people are interested.

Your first name shows with your question. Oregon Education Association answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · in their own filed words · FY2020
01

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.

Pt IX · col B
02

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 40,606 members and oregon's students.

Pt IX · col B
03

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.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$2.3M
Grants paid · 66 grants · $4.7M · 2019–2024
Our OregonOR · FY2024$457,500
Family Forward Action FundOR · FY2024$50,000
Norc Uniserve CouncilFY2024$15,000
Unitemized GrantFY2024$7,011
Our OregonOR · FY2023$137,500
Unitemized GrantFY2023$80,027
Vote No on the Reckless RecallFY2023$28,000
See all 66 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$38.0M
Ln 12
Fees for servicesLn 2g$22.2M
Investment incomeLn 3$13.4M
Gifts and grantsLn 1h$2.2M
Money outPt IX
$27.0M
Ln 25
Owns and owesPt X
$21.9M
net assets · Ln 32
Cash and savingsLn 1–2$13.6M
Total assetsLn 16$69.8M
LiabilitiesLn 26$47.9M
PeoplePt VI, VII
63
listed · VII A
PaidVII A21
Voting boardVI 1a53
IndependentVI 1b50
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.2M
Fees for servicesLn 2g$22.2M
Investment incomeLn 3$13.4M
Other incomeLn 4–11$282K
Gains on assetsLn 7$12.7M
Total revenueLn 12$38.0M
Assets in detailPt X, end of year
CashLn 1$13.6M
Cash and savings togetherLn 1–2$13.6M
InvestmentsLn 11–13$48.3M
Land, buildings, equipmentLn 10c$6.2M
Other assetsLn 15$881K
Total assetsLn 16$69.8M
LiabilitiesLn 26$47.9M
Net assetsLn 32$21.9M
OperationsPt I, VI
EmployeesI 5119
VolunteersI 667
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$13.3M$13.6M
InvestmentsLn 11–13$37.5M$48.3M
Land, buildings, equipmentLn 10c$4.7M$6.2M
Total assetsLn 16$59.2M$69.8M
LiabilitiesLn 26$46.9M$47.9M
Net assetsLn 32$12.3M$21.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$683K
Grants to domestic individualsLn 2$69K
Pay of current officers, directors and key staffLn 5$2.2M
Other salaries and wagesLn 7$8.3M
Pension plan contributionsLn 8$6.0M
Other employee benefitsLn 9$3.3M
Payroll taxesLn 10$1.0M
Legal feesLn 11b$673K
Accounting feesLn 11c$51K
Investment management feesLn 11f$126K
Other fees for servicesLn 11g$655K
Advertising and promotionLn 12$551K
Office expensesLn 13$265K
Information technologyLn 14$464K
OccupancyLn 16$1.1M
TravelLn 17$75K
Conferences, conventions and meetingsLn 19$159K
Depreciation, depletion and amortizationLn 22$384K
InsuranceLn 23$84K
Other expenses (24a–d)Ln 24$535K
All other expensesLn 24e$403K
Total functional expensesLn 25$27.0M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $30.6M$28.2M$2.4M$42.6M 990 PDF
FY2024 $30.2M$34.3M−$4.1M$33.9M 990 PDF
FY2023 $27.0M$26.7M$344K$33.9M 990 PDF
FY2022 $25.8M$29.6M−$3.8M$24.3M 990 PDF
FY2021 Viewing $38.0M$27.0M$11.0M$21.9M 990 PDF
FY2020 $28.1M$25.4M$2.7M$12.3M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $37,997,051 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,406,118$2,187,064
I-9 Program service revenuePrior year $22,033,079$22,160,783
I-10 Investment incomePrior year $3,192,736$13,366,722
I-11 Other revenuePrior year $502,622$282,482
I-12 Total revenuePrior year $28,134,555$37,997,051
I-13 Grants and similar amounts paidPrior year $339,050$751,935
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $18,949,484$20,750,112
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,157,207$5,511,903
I-18 Total expensesPrior year $25,445,741$27,013,950
I-19 Revenue less expensesPrior year $2,688,814$10,983,101
Part VI · Governance 50 of 53 board members independent, 1 to look at
VI-1a Voting members of the governing body53
VI-1b Independent voting members50
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $37,997,051 across 8 lines filed
Lines not itemized here account for $100 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$2,187,064
VIII-1h Total contributions, gifts and grants$2,187,064
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $22,160,783$22,160,783
VIII-3 Investment incomeExcluded from tax $661,241$661,241
VIII-6 Net rental income or lossExcluded from tax $15,983$15,983
VIII-7 Net gain or loss on sales of assetsExcluded from tax $12,705,481$12,705,481
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $266,399$266,399
VIII-12 Total revenueRelated to mission $22,160,783 · Unrelated business $0 · Excluded from tax $13,649,204$37,997,051
Part IX · Statement of functional expenses $27,013,950 across 21 lines filed
IX-1 Grants to domestic organizations$683,300
IX-2 Grants to domestic individuals$68,635
IX-5 Pay of current officers, directors and key staff$2,162,350
IX-7 Other salaries and wages$8,252,731
IX-8 Pension plan contributions$6,005,060
IX-9 Other employee benefits$3,312,186
IX-10 Payroll taxes$1,017,785
IX-11b Legal fees$672,924
IX-11c Accounting fees$51,412
IX-11f Investment management fees$126,400
IX-11g Other fees for services$654,572
IX-12 Advertising and promotion$551,355
IX-13 Office expenses$265,119
IX-14 Information technology$463,858
IX-16 Occupancy$1,085,930
IX-17 Travel$74,894
IX-19 Conferences, conventions and meetings$159,276
IX-22 Depreciation, depletion and amortization$384,007
IX-23 Insurance$83,863
IX-24 Other expenses (24a–d)$535,232
IX-24e All other expenses$403,061
IX-25 Total functional expenses$27,013,950
Part X · Balance sheet $69,787,942 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $13,266,824$13,620,094
X-4 Accounts receivableStart of year $489,786$676,486
X-9 Prepaid expenses and deferred chargesStart of year $176,809$171,599
X-10c Land, buildings and equipment, netStart of year $4,739,981$6,161,015
X-11 Publicly traded securitiesStart of year $37,538,998$48,277,197
X-14 Intangible assets$305
X-15 Other assetsStart of year $705,497$881,246
X-16 Total assetsStart of year $59,153,349$69,787,942
X-17 Accounts payable and accrued expensesStart of year $1,972,290$2,602,146
X-19 Deferred revenueStart of year $1,083,989$9,460
X-25 Other liabilitiesStart of year $43,837,399$43,682,246
X-26 Total liabilitiesStart of year $46,893,678$47,903,380
X-27 Net assets without donor restrictionsStart of year $12,259,671$20,927,282
X-28 Net assets with donor restrictions$957,280
X-32 Total net assets or fund balancesStart of year $12,259,671$21,884,562
X-33 Total liabilities and net assetsStart of year $59,153,349$69,787,942
Part XI · Reconciliation of net assets $21,884,562 net assets at year end
XI-1 Total revenue$37,997,051
XI-2 Total expenses$27,013,950
XI-3 Revenue less expenses$10,983,101
XI-4 Net assets at start of year$12,259,671
XI-5 Net unrealized gains (losses) on investments−$4,737,577
XI-8 Prior period adjustments$784,095
XI-9 Other changes in net assets$2,595,272
XI-10 Net assets at end of year$21,884,562

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.