2023-05-05T12:20:32-05:00 2022-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2021-07-01 930686108 NWEA NWEA 5036241951 121 NW EVERETT STREET PORTLAND OR 97209 LAURA CRUMLEY CFO 5036241951 2023-05-04 1 LAURA CRUMLEY 999009999 JENNIFER BECKER HARRIS P00183358 4254544919 2023-04-26 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CHRIS MINNICH 121 NW EVERETT STREET PORTLAND OR 97209 215107476 0 X WWW.NWEA.ORG X 1977 OR PARTNERING TO HELP ALL KIDS LEARN. 7 7 1025 0 0 0 4210834 1283585 152690794 211422210 -2118357 2375706 0 25975 154783271 215107476 80351 65997 0 0 102363889 128983342 0 0 98595 54295265 76193990 156739505 205243329 -1956234 9864147 82561452 112564077 76787565 96926043 5773887 15638034 PARTNERING TO HELP ALL KIDS LEARN. 0 0 151261465 65997 211427617 NWEA IS A RESEARCH-BASED, NOT-FOR-PROFIT ORGANIZATION THAT SUPPORTS STUDENTS AND EDUCATORS WORLDWIDE BY CREATING ASSESSMENT SOLUTIONS THAT PRECISELY MEASURE STUDENT GROWTH AND ACADEMIC PROFICIENCY - AND PROVIDE INSIGHTS TO HELP TAILOR INSTRUCTION. FOR OVER 40 YEARS, NWEA HAS DEVELOPED PRE-K12 ASSESSMENTS AND PROFESSIONAL LEARNING OFFERINGS TO HELP ADVANCE ALL STUDENTS ALONG THEIR OPTIMAL LEARNING PATHS. OUR TOOLS ARE TRUSTED BY EDUCATORS IN MORE THAN 9,500 SCHOOLS, DISTRICTS, AND EDUCATION AGENCIES IN 145 COUNTRIES. NWEA CONTINUES TO SERVE AS A CRITICAL AND TRUSTED ORGANIZATION HELPING STATES, DISTRICTS, AND SCHOOLS BUILD THEIR CAPACITY TO ACCELERATE STUDENT LEARNING. 151261465 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 294 0 1025 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR CA NY X LAURA CRUMLEY 5036241951 121 NW EVERETT STREET PORTLAND OR 97209 DR KENNETH K WONG BOARD CHAIR 2.00 X X 24000 0 0 PATRICIA E SMITH DIRECTOR 2.00 X 24000 0 0 DR JOSEPH J WISE DIRECTOR 2.00 X 24000 0 0 STEVE FLEISCHMAN DIRECTOR 2.00 X 24000 0 0 MARK STRICKLAND DIRECTOR 2.00 X 24000 0 0 ERICKA MILLER DIRECTOR 2.00 X 24000 0 0 TONY M SMITH DIRECTOR 2.00 X 24000 0 0 CHRIS MINNICH CEO 40.00 X 562190 0 95228 GERI COHEN CFO 40.00 X 314891 0 68618 LAURA CRUMLEY CFO 40.00 X 0 0 0 HUNT WINSTON COO 40.00 X 338290 0 52361 CHRISTOPHER ASHBY EVP, DISTRICT PRODUCT STRATEGY 40.00 X 197094 0 59318 KAREN BARTON EVP, STATE SOLUTION DESIGN & DEV 40.00 X 241840 0 47375 JACOB BRUNO EVP, LEARNING & IMPROVEMENT SERVICES 40.00 X 197202 0 51850 JEFFREY ENOCH EVP, PARTNER ACCOUNTS 40.00 X 293603 0 47282 AMANDA FRITZ EVP, CONTENT & PSYCHOMETRIC SOLUTIONS 40.00 X 203671 0 42913 DACIA HOPFENSPERGER EVP, STATE SOLUTION DELIVERY 40.00 X 224325 0 25517 MELISSA JOHNSTON CHIEF STRATEGY OFFICER 40.00 X 322028 0 66187 JOANNE LUZIETTI CHIEF OF STAFF, ENTERPRISE 40.00 X 254185 0 56674 FRED MCDANIEL PRESIDENT, DISTRICT 40.00 X 293958 0 34114 JASON MENDENHALL PRESIDENT, STATE SOLUTIONS 40.00 X 349077 0 75152 BEN PANNING CHIEF TECHNOLOGY OFFICER 40.00 X 253370 0 57270 JAMES SNELL CHIEF TECHNOLOGY OFFICER 40.00 X 228239 0 65680 BETH TARASAWA EVP, RESEARCH 40.00 X 229810 0 30639 KATHERINE TOPPING EVP, COMMUNICATIONS & MARKETING 40.00 X 294556 0 55931 JENNIFER POTTER SR VP, GENERAL COUNSEL 40.00 X 231474 0 38089 SYLVIA SCHEURING PRINCIPAL RESEARCH SCIENTIST 40.00 X 257121 0 59490 TANYA PORTER SR VP, PEOPLE AND CULTURE 40.00 X 206239 0 46606 SHIVA PRAKASH DORESWAMY SR VP, SOFTWARE SOLUTIONS 40.00 X 200120 0 46566 LINDSAY DWORKIN SR VP, POLICY & COMMUNICATIONS, STATE DIVISION 40.00 X 186900 0 50330 6048183 0 1173190 374 0 1 0 HITACHI VANTARA LLC PO BOX 972980 DALLAS TX 75397 CONTRACT STAFFING 5335748 PRO UNLIMITED INC PO BOX 89-4151 LOS ANGELES CA 90189 CONTRACT STAFFING 3294562 EDUCATIONAL TESTING SERVICE (ETS) PO BOX 371986 PITTSBURGH PA 15251 CONSULTING 2953349 THE ACHIEVEMENT NETWORK LTD (ANET) 1 BEACON STREET BOSTON MA 02108 SCHOOL IMPROVEMENT SERVICES 1951750 AMAZON WEB SERVICES LLC PO BOX 84023 SEATTLE WA 98124 HOSTING SERVICES 1719285 54 206418 1077167 1283585 LICENSING 611710 193362713 193362713 WORKSHOPS & CONSULTING 611710 15600064 15600064 SERVICE REVENUE 611710 2459433 2459433 211422210 124009 124009 2251697 0 2251697 2251697 2251697 INSURANCE REIMBURSE 900099 20568 20568 REIMBURSED COSTS 611710 5407 5407 25975 215107476 211427617 0 2396274 X 65997 65997 5585371 4119419 1447363 18589 95911878 70928221 24920726 62931 12551532 9284779 3262220 4533 7000363 5176243 1818680 5440 7934198 5866051 2061045 7102 493729 271551 222178 147414 87828 59586 274600 274600 39247175 25814867 13432308 2758262 2758262 4228527 2631126 1597401 8177004 6132753 2044251 3977400 3977400 1723636 1235896 487740 3330047 2633442 696605 5438077 4653236 784841 653211 130642 522569 WORKSHOP/PRGM MATERIALS 3587942 3587942 REPAIRS & MAINTENANCE 725918 493624 232294 TRAINING & DEVELOPMENT 678258 543234 135024 EMPLOYEE RELATIONS 222621 178097 44524 530169 416255 113914 205243329 151261465 53883269 98595 6180305 7091184 6214072 6532389 1960000 0 11301964 22727536 5008716 7208243 64037044 22603087 41989229 41433957 5204983 25057327 4673226 2387863 28957 125578 82561452 112564077 17853970 21127721 29470217 47956537 29373595 27732166 89783 109619 76787565 96926043 X 5112580 15251720 661307 386314 5773887 15638034 82561452 112564077 9864147 0 X 0 1 X 1 0 X 4000000 6269950 4210834 1283585 15764369 149149294 152895228 159950431 152690794 211427617 826113364 149149294 156895228 166220381 156901628 212711202 841877733 0 6038606 5980105 4918710 6243815 25140791 48322027 6038606 5980105 4918710 6243815 25140791 48322027 793555706 254378 587103 553820 229508 124009 1748818 254378 587103 553820 229508 124009 1748818 -907341 300000 20568 -586773 148496331 157782331 166774201 157131136 212855779 843039778 0.94130 0.96810 0.00210 0.00230 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LOSS ON CONTRACTS - 2017 AMOUNT: $ -982,341. LITIGATION SETTLEMENT - 2017 AMOUNT: $ 75,000. 2018 AMOUNT: $ 300,000. INSURANCE REIMBURSEMENTS - 2021 AMOUNT: $ 20,568. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 274600 274600 204968729 205243329 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 315775 339100 420034 274600 1349509 250000 250000 250000 250000 1000000 1500000 20425000 20425000 27239806 9180676 18059130 12326221 9587163 2739058 4046017 3835248 210769 41433957 DEFERRED COMPENSATION 109619 109619 215107476 0 215107476 0 215107476 205243329 0 205243329 0 205243329 1 BIG BROTHERS BIG SISTERS COLUMBIA NORTHWEST 6443 SW BEAVERTON-HILLSDALE HWY SUITE 200 PORTLAND OR 97221 931303640 501(C)(3) 22500 0 GENERAL SUPPORT WILLAMETTE UNIVERSITY 900 STATE STREET SALEM OR 97301 930386972 501(C)(3) 10000 0 GENERAL SUPPORT READING PARTNERS 638 3RD STREET OAKLAND CA 94607 770568469 501(C)(3) 10000 0 GENERAL SUPPORT 826DC 3333 14TH STREET NW WASHINGTON DC 20010 262426166 501(C)(3) 10000 0 GENERAL SUPPORT 4 0 PART I, LINE 2: THE GRANT FUNDS ARE FOR GENERAL SUPPORT OF THE AWARDEE ORGANIZATIONS. 1 X X X 1 0 0 0 0 0 0 0 0 CHRIS MINNICH CEO 481250 0 75000 0 5940 0 69188 0 26040 0 657418 0 0 0 JASON MENDENHALL PRESIDENT, STATE SOLUTIONS 328750 0 15000 0 5327 0 38875 0 36277 0 424229 0 0 0 HUNT WINSTON COO 317750 0 15000 0 5540 0 36225 0 16136 0 390651 0 0 0 MELISSA JOHNSTON CHIEF STRATEGY OFFICER 301500 0 15000 0 5528 0 32100 0 34087 0 388215 0 0 0 GERI COHEN CFO 296310 0 10000 0 8581 0 30680 0 37938 0 383509 0 0 0 KATHERINE TOPPING EVP, COMMUNICATIONS & MARKETING 288500 0 0 0 6056 0 28992 0 26939 0 350487 0 0 0 JEFFREY ENOCH EVP, PARTNER ACCOUNTS 288665 0 0 0 4938 0 27501 0 19781 0 340885 0 0 0 FRED MCDANIEL PRESIDENT, DISTRICT 288500 0 0 0 5458 0 29030 0 5084 0 328072 0 0 0 SYLVIA SCHEURING PRINCIPAL RESEARCH SCIENTIST 251320 0 0 0 5801 0 25498 0 33992 0 316611 0 0 0 JOANNE LUZIETTI CHIEF OF STAFF, ENTERPRISE 249000 0 0 0 5185 0 25250 0 31424 0 310859 0 0 0 BEN PANNING CHIEF TECHNOLOGY OFFICER 247500 0 500 0 5370 0 24875 0 32395 0 310640 0 0 0 JAMES SNELL CHIEF TECHNOLOGY OFFICER 222338 0 500 0 5401 0 22536 0 43144 0 293919 0 0 0 KAREN BARTON EVP, STATE SOLUTION DESIGN & DEV 236500 0 0 0 5340 0 23975 0 23400 0 289215 0 0 0 JENNIFER POTTER SR VP, GENERAL COUNSEL 216250 0 10000 0 5224 0 21938 0 16151 0 269563 0 0 0 BETH TARASAWA EVP, RESEARCH 223750 0 1000 0 5060 0 22562 0 8077 0 260449 0 0 0 CHRISTOPHER ASHBY EVP, DISTRICT PRODUCT STRATEGY 191900 0 0 0 5194 0 19285 0 40033 0 256412 0 0 0 TANYA PORTER SR VP, PEOPLE AND CULTURE 199980 0 1000 0 5259 0 20097 0 26509 0 252845 0 0 0 DACIA HOPFENSPERGER EVP, STATE SOLUTION DELIVERY 194394 0 500 0 29431 0 19009 0 6508 0 249842 0 0 0 JACOB BRUNO EVP, LEARNING & IMPROVEMENT SERVICES 192019 0 0 0 5183 0 19303 0 32547 0 249052 0 0 0 SHIVA PRAKASH DORESWAMY SR VP, SOFTWARE SOLUTIONS 194399 0 500 0 5221 0 19625 0 26941 0 246686 0 0 0 AMANDA FRITZ EVP, CONTENT & PSYCHOMETRIC SOLUTION 198667 0 0 0 5004 0 19965 0 22948 0 246584 0 0 0 LINDSAY DWORKIN SR VP, POLICY & COMMUNICATIONS, STAT 176784 0 6000 0 4116 0 16982 0 33348 0 237230 0 0 0 PART I, LINE 4A GERI COHEN WAS PAID SEVERANCE OF $266,866.75 IN FEBRUARY 2022. PART I, LINE 7: BONUSES ARE RELATED TO A CEO ANNUAL BONUS, KEY EXECUTIVE RETENTION BONUSES, AND A SIGN ON BONUS. A STATE OF OREGON 936001787 2015-09-28 37905000 FINANCE BUILDING 0 0 0 A 10090935 37905000 37905000 2015 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 1 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND RECOMMENDS FOR BOARD APPROVAL THE FORM 990. THE BOARD FORMALLY APPROVES THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C SIGNED STATEMENTS ARE COLLECTED ANNUALLY FROM EACH DIRECTOR OR OFFICER OF THE BOARD OF DIRECTORS AND KEY EMPLOYEES THAT AFFIRM THAT EACH INDIVIDUAL HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, COMPLIES WITH THE POLICY, AND UNDERSTANDS THAT NWEA IS A CHARITABLE ORGANIZATION THAT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THE FAILURE OF ANY DIRECTOR OF THE BOARD OF DIRECTORS TO SIGN SUCH A STATEMENT AT LEAST ONCE EVERY TWELVE (12) MONTHS WILL DISQUALIFY THAT INDIVIDUAL FROM FURTHER SERVICE AS A DIRECTOR OF THE BOARD OF DIRECTORS UNTIL THE REQUIRED STATEMENT IS SIGNED. FAILURE TO SIGN BY A KEY EMPLOYEE WILL RESULT IN IMMEDIATE REVIEW UNDER THE DIRECTION OF HUMAN RESOURCES IN CONJUNCTION WITH THE CHIEF FINANCIAL OFFICER. ALL DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY COMPLETE CONFLICT OF INTEREST DISCLOSURES. THESE ARE REVIEWED BY THE CORPORATE SECRETARY TO DETERMINE WHETHER THERE ARE ANY POTENTIAL CONFLICTS OF INTEREST. IF THERE IS A POTENTIAL CONFLICT OF INTEREST AT THE KEY EMPLOYEE OR BOARD LEVEL, THE POTENTIAL CONFLICT IS BROUGHT TO THE BOARD FOR REVIEW AND DETERMINATION REGARDING THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE SETTING OF THE CEO AND OTHER EXECUTIVE COMPENSATION WAS DONE IN CONNECTION WITH AN INDEPENDENT COMPENSATION CONSULTANT WHO REVIEWED MARKET INFORMATION AND MADE RECOMMENDATIONS TO THE BOARD OF DIRECTORS. THE BOARD REVIEWED THE INDEPENDENT ANALYSIS AND RECOMMENDATIONS AND APPROVED COMPENSATION AND PAY RANGES FOR THE CEO AND OTHER MEMBERS OF THE EXECUTIVE TEAM. THE LAST CEO COMPENSATION REVIEW WAS IN JULY 2020. THE LAST COMPENSATION REVIEW FOR OTHER EXECUTIVES WAS IN MAY 2022. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 14,200,487. MANAGEMENT AND GENERAL EXPENSES 9,466,991. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,667,478. CONTRACTED STAFF: PROGRAM SERVICE EXPENSES 11,614,380. MANAGEMENT AND GENERAL EXPENSES 3,965,317. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,579,697.