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Nonprofiteer
← OREGON SCHOOL EMPLOYEES ASSOCIATION 133

Form 990 for tax year 2024

Filed by OREGON SCHOOL EMPLOYEES ASSOCIATION 133.

Totals

Total revenue
$9,139,714
Total expenses
$8,426,783
Contributions and grants received
$8,694,763
Grants paid
$34,913
Program service revenue
$384,521
Investment income
$12,042
Other revenue
$48,388
Total assets, end of year
$9,568,242
Total liabilities, end of year
$8,876
Net assets or fund balances, end of year
$9,559,366
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 1b · Membership dues

    $8,468,347

  • 1f · All other contributions, gifts and grants

    $226,416

  • 2a · Program service revenue: CONFERENCE FEES

    total $27,727 · related or exempt $27,727

  • 2b · Program service revenue: LOCAL CHAPTERS

    total $11,328 · related or exempt $11,328

  • 2c · Program service revenue: AFT ASSISTANCE

    total $345,466 · related or exempt $345,466

  • 3 · Investment income

    total $11,221 · excluded $11,221

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    personal property $13,448

  • 6c · Rental income or loss

    real property $0 · personal property $13,448

  • 6d · Net rental income or loss

    total $13,448

  • 7a · Gross sales of assets other than inventory

    other assets $10,784

  • 7b · Less cost or other basis and sales expenses

    other assets $9,963

  • 7c · Gain or loss

    other assets $821

  • 7d · Net gain or loss

    total $821 · excluded $821

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 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

  • 11a · Other revenue: LOCAL CHAPTERS

    total $26,120 · related or exempt $26,120

  • 11b · Other revenue: ADMIN FEES

    total $8,820 · unrelated business $8,820

  • 11e · Other revenue, total

    $34,940

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $15,000

  • 2 · Grants to domestic individuals

    total $19,913

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $23,700

  • 5 · Compensation of officers, directors and key employees

    total $188,254

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,955,968

  • 8 · Pension plan contributions

    total $344,453

  • 9 · Other employee benefits

    total $730,070

  • 10 · Payroll taxes

    total $319,383

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $250,386

  • 11c · Fees: accounting

    total $62,519

  • 11d · Fees: lobbying

    total $137,177

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $351,058

  • 14 · Information technology

    total $94,093

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $147,595

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $292,160

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $1,343,795

  • 22 · Depreciation, depletion and amortization

    total $151,085

  • 23 · Insurance

    total $123,156

  • 24a · Other expenses: LOCAL CHAPTER

    total $372,444

  • 24b · Other expenses: STAFF EXPENSE

    total $222,494

  • 24c · Other expenses: TIME RELEASE

    total $154,276

  • 24d · Other expenses: ORGANIZING ACTIVITIES

    total $75,428

  • 24e · All other expenses

    total $52,376

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,629,121 · end of year $7,155,848

  • 2 · Savings and temporary cash investments

    beginning of year $1,244,549 · end of year $1,247,161

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 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

  • 10a · Land, buildings and equipment: cost or other basis

    $3,144,882

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,979,649

  • 10c · Land, buildings and equipment, net

    beginning of year $1,018,971 · end of year $1,165,233

  • 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 $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,563 · end of year $8,876

  • 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 $45,525 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $8,191,114 · end of year $8,502,956

  • 28 · Net assets with donor restrictions

    beginning of year $647,439 · end of year $1,056,410

Mission and programs · 2024

Mission

TO PROVIDE SUPPORT, TRAINING AND UNION REPRESENTATION FOR ITS MEMBERS.

Activities or mission (Part I)

PROVIDE SUPPORT AND TRAINING TO OVER 15,000 MEMBERS THROUGHOUT OREGON.

  • LABOR NEGOTIATIONS ASSISTANCE

  • TRAINING & RESOURCES

  • REPRESENTATION IN POLITICAL ISSUES AFFECTING MEMBERS

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Susan Miller

    EXECUTIVE DIRECTOR

    Total calculated
    $191,200
    From this org
    $142,685
    From related orgs
    $0
    Other
    $48,515
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,685
    Bonus
    $0
    Other
    $0
    Deferred
    $26,178
    Nontaxable benefits
    $22,337
    Filer's total
    $191,200

  • Brad Larsen

    DIRECTOR OF FISCAL OPERATIONS

    Total calculated
    $178,278
    From this org
    $127,146
    From related orgs
    $0
    Other
    $51,132
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,146
    Bonus
    $0
    Other
    $0
    Deferred
    $19,082
    Nontaxable benefits
    $32,050
    Filer's total
    $178,278

  • Cydnie Meyer

    DIRECTOR OF FIELD OPERATIONS

    Total calculated
    $168,691
    From this org
    $123,174
    From related orgs
    $0
    Other
    $45,517
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,174
    Bonus
    $0
    Other
    $0
    Deferred
    $18,967
    Nontaxable benefits
    $26,550
    Filer's total
    $168,691

  • Lisa March

    ZONE V DIR(THRU 11/30/2024)

    Total calculated
    $7,013
    From this org
    $5,770
    From related orgs
    $0
    Other
    $1,243
    Hours/week
    10

  • Sarah Wofford

    PRESIDENT

    Total calculated
    $0
    Hours/week
    40

  • Teri Jones

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Mary Hofer

    SECRETARY

    Total calculated
    $0
    Hours/week
    10

  • Misty Talerico

    ZONE I DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • April Biancone

    ZONE II DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Sella Bemrose

    ZONE III DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Sheila Waggoner

    ZONE IV DIR(THRU 06/28/2024)

    Total calculated
    $0
    Hours/week
    10

  • Lori Cole

    ZONE VI DIR(THRU 06/28/2024)

    Total calculated
    $0
    Hours/week
    10

  • Jeremias Martinez

    ZONE VII DIR

    Total calculated
    $0
    Hours/week
    10

  • Lisa Jenkins Easton

    ZONE IV DIR (EFF 06/28/2024)

    Total calculated
    $0
    Hours/week
    10

  • Alecia Elverude

    ZONE V DIR (EFF 12/01/2024)

    Total calculated
    $0
    Hours/week
    10

  • Graceanne McJunkin

    ZONE VI DIR (EFF 06/28/2024)

    Total calculated
    $0
    Hours/week
    10

  • Lisa Gourley

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    10

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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

Provenance

Return type
form_990
Tax year
2024
Filed
13 April 2026
IRS schema version
2024v5.2
Source object
202631049349301903

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