OREGON EDUCATION ASSOCIATION

EIN: 930243443 Employment

PORTLAND, OR

Total Revenue
$30,233,124
Total Expenses
$34,284,606
Total Assets
$62,839,328
Net Assets
$33,899,386
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1927
Legal Domicile
OR
Principal Officer
ENRIQUE FARRERA
Phone
5036843300
Tax Period
2023-09-01 to 2024-08-31

OREGON EDUCATION ASSOCIATION, founded in 1927, is a mid-sized nonprofit in the Employment sector that reported $30.2M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $34.3M exceeded revenue, resulting in a 13% operating deficit.

Mission

UNITE THE PUBLIC EDUCATION PROFESSION AND ADVOCATE FOR THOSE PROFESSIONALS TO ENSURE QUALITY PUBLIC EDUCATION FOR STUDENTS IN SCHOOLS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,764,108
Program Service Revenue $25,073,664
Investment Income $2,780,355
Other Revenue $614,997
TOTAL REVENUE $30,233,124

Expense Breakdown

Grants Paid $1,279,531
Salaries & Benefits $20,760,253
Fundraising Expenses $0
Other Expenses $12,244,822
TOTAL EXPENSES $34,284,606

Year-over-Year Comparison

2023 2022 Change
Revenue $30,233,124 $27,049,474 +0.1%
Expenses $34,284,606 $26,705,491 +0.3%
Net Income $-4,051,482 $343,983 -12.8%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
45
Independent Members
42
Employees
205
Volunteers
166

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$1,108,043
Total Directors
44
$619,489
Key Employees
5
$1,245,426
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
REED SCOTT-SCHWALBACH PRESIDENT 45.00
Officer Director
$200,818 $26,030 $226,848
ENRIQUE FARRERA VICE PRESIDENT 45.00
Officer Director
$172,201 $33,033 $205,234
STEPHEN SIEGEL VICE PRESIDENT - REGION I 10.00
Director
$6,680 $0 $6,680
JULIET SAFIER VICE PRESIDENT - REGION II 10.00
Director
$3,600 $0 $3,600
BETH YARBROUGH VICE PRESIDENT - REGION III 10.00
Director
$3,600 $0 $3,600
BRINDA NARAYAN-WOLD NEA DIRECTOR 10.00
Director
$4,800 $0 $4,800
ADOLFO GARZA-CANO NEA DIRECTOR 10.00
Director
$4,260 $0 $4,260
CHRIS EARLY NEA DIRECTOR 10.00
Director
$6,080 $0 $6,080
MONICA WEATHERSBY EQUITY DIRECTOR 10.00
Officer Director
$109,998 $39,002 $149,000
TJ LUNGER ESP DIRECTOR 10.00
Director
$900 $0 $900
LAURA LATHAM DIRECTOR - REGION III 10.00
Director
$217 $0 $217
PATTI LAWRENCE DIRECTOR - REGION III 10.00
Director
$0 $0 $0
JENNY UNDERHILL DIRECTOR - REGION I 10.00
Director
$0 $0 $0
KELSY DUNLAP DIRECTOR - REGION II 10.00
Director
$0 $0 $0
ALEJANDRA SAECHAO DIRECTOR - REGION II 10.00
Director
$0 $0 $0
FORREST COOPER DIRECTOR - REGION II 10.00
Director
$0 $0 $0
BOBBIE WILLIS DIRECTOR - REGION II 10.00
Director
$0 $0 $0
BECKY CRANE DIRECTOR - REGION III 10.00
Director
$0 $0 $0
SARAH BARCLAY DIRECTOR - REGION III 10.00
Director
$2,480 $0 $2,480
CINDY DOUGHARITY-SPENCER DIRECTOR - REGION III 10.00
Director
$0 $0 $0
JENNIFER DORSEY DIRECTOR - REGION I 10.00
Director
$0 $0 $0
MATTHEW OLESON DIRECTOR - REGION I 10.00
Director
$0 $0 $0
ELIZABETH THIEL DIRECTOR - REGION I 10.00
Director
$0 $0 $0
GWEN SULLIVAN DIRECTOR - REGION I 10.00
Director
$0 $0 $0
CHRISTA SCHMEDER DIRECTOR - REGION II 10.00
Director
$0 $0 $0
CHARLENE BAKER DIRECTOR - REGION III 10.00
Director
$0 $0 $0
GABRIELLE PARGETT DIRECTOR - REGION II 10.00
Director
$0 $0 $0
VALERIE SCHILLER DIRECTOR - REGION I 10.00
Director
$0 $0 $0
JULIA BARTO DIRECTOR - REGION I 10.00
Director
$0 $0 $0
ANDREW DENNIS DIRECTOR - REGION I 10.00
Director
$0 $0 $0
GIANNA SIMON DIRECTOR - REGION II 10.00
Director
$0 $0 $0
LAURA WARREN DIRECTOR - REGION II 10.00
Director
$3,690 $0 $3,690
HELEN JACOBS DIRECTOR - REGION II 10.00
Director
$0 $0 $0
MIKKA IRUSTA DIRECTOR - REGION III 10.00
Director
$0 $0 $0
CYNTHIA VAUGHAN DIRECTOR - REGION III 10.00
Director
$0 $0 $0
IVANA TURNER DIRECTOR - REGION I 10.00
Director
$0 $0 $0
MARTIN KWON DIRECTOR - REGION I 10.00
Director
$0 $0 $0
SCOTT PERKINS DIRECTOR - REGION III 10.00
Director
$0 $0 $0
BRIAN ZAUBER REED DIRECTOR - REGION II 10.00
Director
$0 $0 $0
MARC DANA DIRECTOR - REGION I 10.00
Director
$0 $0 $0
KELLY FITZSIMMONS DIRECTOR - REGION I 10.00
Director
$0 $0 $0
AL RABCHUK BOARD MEMBER 10.00
Director
$0 $0 $0
BECKY TORRES DIRECTOR - REGION I 10.00
Director
$1,500 $0 $1,500
CHRISTOPHER ZIMMERLY-BECK DIRECTOR - REGION I 10.00
Director
$600 $0 $600
TRACEY-ANN M NELSON EXECUTIVE DIRECTOR 45.00
Officer
$206,143 $108,570 $314,713
ROBERT STACKHOUSE CHIEF FINANCIAL OFFICER 45.00
Officer
$172,704 $39,544 $212,248
ADAM S ARMS GENERAL COUNSEL 45.00
Key Emp
$182,124 $115,232 $297,356
EVAN M WICKERSHAM DIR OF ADVOCACY & AFFILIATE SVCS 45.00
Key Emp
$163,923 $96,627 $260,550
EMILY MCLAIN DIR OF PROF EXCELLENCE & POLICY 45.00
Key Emp
$169,185 $13,063 $182,248
PETER M BROGAN ADVOCACY AND AFFILIATE SVCS MANAGER 45.00
Key Emp
$162,572 $74,451 $237,023
DANIEL G HERNANDEZ DIR OF INFORMATION TECHNOLOGY 45.00
Key Emp
$151,247 $117,002 $268,249
KAREN SPIES UNISERV CONSULTANT 45.00
Highest
$188,715 $108,323 $297,038
ALAN MOORE UNISERV CONSULTANT 45.00
Highest
$182,500 $144,094 $326,594
PETER BAUER OEA UNION SCHOOL ED & TRAINING COORD. 45.00
Highest
$167,973 $81,484 $249,457
REBECCA MARZ UNISERV CONSULTANT 45.00
Highest
$166,744 $125,065 $291,809
ERIC SCHUTZ UNISERV CONSULTANT 45.00
Highest
$164,106 $105,907 $270,013
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $30,233,124 $34,284,606 $62,839,328 $-4,051,482
2023 $27,049,474 $26,705,491 $65,306,798 $343,983
2022 $25,766,952 $29,573,713 $62,321,599 $-3,806,761
2021 $37,997,051 $27,013,950 $69,787,942 $10,983,101
2020 $28,134,555 $25,445,741 $59,153,349 $2,688,814
2019 $25,219,416 $24,370,324 $52,884,513 $849,092
2018 $26,785,959 $24,335,978 $50,341,694 $2,449,981
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