Form 990 for tax year 2023
Filed by OREGON EDUCATION ASSOCIATION FOUNDATION.
Totals
- Total revenue
- $138,017
- Total expenses
- $76,112
- Contributions and grants received
- $131,012
- Grants paid
- $67,975
- Program service revenue
- $0
- Investment income
- $7,347
- Other revenue
- -$342
- Total assets, end of year
- $697,479
- Total liabilities, end of year
- $299
- Net assets or fund balances, end of year
- $697,180
- Program services expenses (Part IX)
- $67,975
- Management and general expenses
- $8,137
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $67,975
Program services were 89.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$117
-
1f · All other contributions, gifts and grants
$130,895
-
1g · Noncash contributions included above
$785
-
3 · Investment income
total $3,552 · related or exempt $0 · unrelated business $0 · excluded $3,552
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $3,795
-
7c · Gain or loss
securities $3,795
-
7d · Net gain or loss
total $3,795 · excluded $3,795
-
8a · Fundraising events: gross income
$443
-
8a · Fundraising events: contributions included on line 1c
$117
-
8b · Fundraising events: direct expenses
$785
-
8c · Net income from fundraising events
total -$342 · excluded -$342
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $67,975 · program services $67,975
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $1,920 · management and general $1,920 · fundraising $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $5,576 · management and general $5,576
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: MISCELLANEOUS EXPENSES
total $641 · management and general $641
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $144,713 · end of year $203,482
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $0 · end of year $100
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $438,025 · end of year $493,897
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $0
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $196 · end of year $299
-
27 · Net assets without donor restrictions
beginning of year $582,542 · end of year $697,180
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
SUPPORT PUBLIC SCHOOL EDUCATORS AND STUDENTS IN ACHIEVING EXCELLENCE.
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $67,975 · Grants $67,975
As filed on the 2023 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
REED SCOTT-SCHWALBACH
OEA PRESIDENT
- Total calculated
- $228,681
- From this org
- $0
- From related orgs
- $195,340
- Other
- $33,341
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $194,540 related
- Bonus
- $0 + $800 related
- Other
- $0
- Deferred
- $0 + $9,762 related
- Nontaxable benefits
- $0 + $23,579 related
- Filer's total
- $0 + $228,681 related
-
TRACEY-ANN NELSON
BOARD MEMBER (EFF 09/01/2023)
- Total calculated
- $226,821
- From this org
- $0
- From related orgs
- $185,650
- Other
- $41,171
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $184,850 related
- Bonus
- $0 + $800 related
- Other
- $0
- Deferred
- $0 + $8,898 related
- Nontaxable benefits
- $0 + $32,273 related
- Filer's total
- $0 + $226,821 related
-
ENRIQUE FARRERA
Chair, OEA Vice President
- Total calculated
- $203,982
- From this org
- $0
- From related orgs
- $168,709
- Other
- $35,273
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $167,909 related
- Bonus
- $0 + $800 related
- Other
- $0
- Deferred
- $0 + $8,395 related
- Nontaxable benefits
- $0 + $26,878 related
- Filer's total
- $0 + $203,982 related
-
LINDSAY JANSEN-HOSTETLER
CO CHAIR - THRU 09/01/2023
- Total calculated
- $0
- Hours/week
- 5
-
BRUCE ADAMS
HONORARY MEMBER- THRU 09/01/23
- Total calculated
- $0
- Hours/week
- 1
-
JUDY CHRISTENSEN
OEA-RETIRED
- Total calculated
- $0
- Hours/week
- 0
-
FOREST COOPER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
PATTI LAWRENCE
AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
MATTHEW OLESON
AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
ADOLFO GARZA-CANO
AT-LARGE - THRU 09/01/2023
- Total calculated
- $0
- Hours/week
- 1
-
LAURA WARREN
AT-LARGE - THRU 09/01/2023
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501C5 · UNION · OR
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531969349301703
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