2022-05-12T12:11:22-05:00 2021-06-30 222027092 WITHUMSMITHBROWN PC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2020-07-01 930803139 AMERICAN FEDERATION OF TEACHERS OREGON FEDERATION 5017 AMER 5036579974 11560 SW 67TH AVE NO 100 TIGARD OR 97223 JONATHON C BAKER PRESIDENT 5036579974 2022-05-12 1 JONATHON BAKER 999009999 JAMES BROWNING P01451906 9252779100 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JONATHON C BAKER 11560 SW 67TH AVE NO 100 TIGARD OR 97223 5276910 0 X WWW.OFNHP.ORG X 1979 OR TO DEVELOP OUR LOCAL INTO A MEMBERSHIP THAT IS INVOLVED, EDUCATED, ACTIVE AND EMPOWERED. OFNHP SERVICED MANY MEMBERS WITH GRIEVANCES AND OTHER EMPLOYMENT AND CONTRACT RELATED MATTERS. THE ORGANIZATION PROMOTES HEALTH CARE WITHIN THE COMMUNITY AND SEEKS TO EDUCATE THE COMMUNITY MEMBERS ABOUT HEALTH RISKS AND HOW TO LIVE HEALTHIER LIVES. 19 9 58 0 0 0 0 43049 5022804 5122452 16481 2918 173582 52278 5212867 5220697 0 6439 0 0 2991892 2371878 0 0 0 2654388 2957137 5646280 5335454 -433413 -114757 5831530 5941941 4087706 4312874 1743824 1629067 SEE SCHEDULE O 0 0 THE UNION REPRESENTS APPROXIMATELY 5,400 HEALTH CARE WORKERS AT KAISER, ST. CHARLES HEALTH AND PEACEHEALTH FACILITIES IN THE GREATER PORTLAND, OREGON AND VANCOUVER, WASHINGTON AREA AS WELL AS BEND, OREGON. THE UNION EMPLOYED FULL-TIME STAFF TO SERVE MEMBERS NEEDS AND TO PROVIDE REPRESENTATION IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS. THE LOCAL KEEPS MEMBERS INFORMED ABOUT WORKPLACE ISSUES AND LABOR MANAGEMENT RELATIONS THROUGH MEETINGS, PUBLICATIONS, ETC. THE UNION ALSO PROVIDES CONTRACTUAL, EMPLOYMENT RELATED, LEGAL ASSISTANCE AND INCREASES MEMBERSHIP THROUGH RECRUITING PROSPECTIVE MEMBERS AND ORGANIZING NEW BARGAINING UNITS. THE LOCAL NEGOTIATES CONTRACTS FOR MEMBERS THROUGH THE COLLECTIVE BARGAINING PROCESS. 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 16 0 1 58 1 0 0 0 0 0 0 0 0 X 19 9 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 0 1 0 0 X ZENAIDO GONZALEZ 5036579974 11560 SW 67TH AVE SUITE 100 TIGARD OR 97223 DEBORAH FRAZIER TREASURER 8.00 X X 2304 0 0 JOHNATHON BAKER PRES LAB PRO BU 2.00 X 0 0 0 MISTY RICHARDS VICE PRESIDENT 2.00 X X 0 0 0 JOSHUA HOLT RN BU KP CHAIRPERSON 2.00 X 424 0 0 SHARON BROWN PRES RDH BU 2.00 X 835 0 0 LAURIE HEPPEL TECH BU PHSH CHAIRPERSON - PAST 2.00 X 1644 0 0 SHIRLEE MOREHOUSE PRES LAB PRO BU 2.00 X 2253 0 0 SARINA ROHER PRO BU KP CHAIRPERSON 2.00 X 25556 0 0 JODI BARSCHOW EXECUTIVE PRESIDENT 40.00 X X 95411 0 9407 KATHY GIBBENS PRES ONA BU 2.00 X 659 0 0 ERIC QUINN PRES TECH BU 9.00 X 6562 0 0 JODI ATTEBERRY SERV-MAINT BU PHSW V CH 8.00 X 12034 0 0 JEFF MARKOVICS VICE PRESIDENT - PAST 2.00 X X 0 0 0 RHEA HINDEMIT SECRETARY 2.00 X X 0 0 0 SHERRI BOESEN RN BU KP VICE CHAIRPERSON 2.00 X 0 0 0 MINDY SCHIEBLER RN BU KP VICE CHAIRPERSON 2.00 X 0 0 0 KRISTA LEHAN TECH BU KP CHAIRPERSON 2.00 X 0 0 0 JENNIFER BURTON TECH BU KP VICE CHAIRPER 2.00 X 0 0 0 MINDY TRACY TINDALL SERV-MAINT BU PHSW V CH 2.00 X 0 0 0 ALICIA SHEPROW PRO BU KP VICE CHAIR 2.00 X 0 0 0 SHAWNA ROSS TECH BU PHSW CHAIR 2.00 X 0 0 0 147682 0 9407 0 0 0 0 COOPER CONSTRUCTION COMPANY 2900 SE SPOKANE STREET PORTLAND OR 97202 CONSTRUCTION COMPANY 276516 HIGHET LAW LLC 1022 SW SALMON STREET PORTLAND OR 97205 LEGAL 114341 2 43049 43049 MEMBERSHIP DUES & ASSE 900099 5122452 5122452 5122452 2918 2918 41134 56213 -15079 -15079 -15079 AFT REIMBURSEMENTS 900099 33979 33979 REFUNDS 900099 23658 23658 9720 9720 67357 5220697 5189809 0 -12161 6439 287256 1538791 155264 222772 167795 177549 34950 7910 41146 86743 102352 430700 21777 15065 20129 1125547 145559 22131 WITHDRAWAL LIABILITY 644746 ORGANIZING AND BARGAINI 52467 MEMBER SERVICES 12624 KAISER ALLIANCE 8294 7448 5335454 191536 474485 619001 621362 234787 207821 22727 15668 4874773 277472 4718790 4597301 44689 25304 5831530 5941941 763997 474691 15968 0 3303603 3223158 4138 615025 4087706 4312874 X 1743824 1629067 1743824 1629067 5831530 5941941 -114757 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PART I-A, LINE 1 THE ORGANIZATION SPONSORS A POLITICAL ACTION COMMITTEE, OFNHP AFT 5017 POLITICAL ACTION COMMITTEE (PAC) TO MAKE POLITICAL CONTRIBUTIONS TO STATE AND LOCAL CANDIDATES. THE PAC IS FUNDED FROM MEMBER CONTRIBUTION REBATES DIRECTLY RECEIVED FROM THE INTERNATIONAL UNION, AMERICAN FEDERATION OF TEACHERS. THE PAC IS ALSO FUNDED BY VOLUNTARY MEMBER DONATIONS PAID THROUGH APPROVED PAYROLL DEDUCTIONS. OFNHP DOES NOT CONTRIBUTE MEMBER DUES TO THE PAC OR POLITICAL CANDIDATES. 1254598 1254598 3539159 214803 3324356 81016 62669 18347 4597301 TENANT SECURITY DEPOSITS HELD 4138 WITHDRAWL LIABILITY PAYABLE 610887 615025 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE LOCAL AND TO RECOGNIZE A TAX LIABILITY IF THE LOCAL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE LOCAL HAS ANALYZED THE TAX POSITIONS TAKEN BY THE LOCAL AND HAS CONCLUDED THAT, AS OF JUNE 30, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE LOCAL IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE LOCAL BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2018. 0 0 0 MEMBERSHIP HARDSHIP ASSISTANCE 10 6439 PART I, LINE 2: THE LOCAL'S EXECUTIVE BOARD HAS FORMED A COMMITTEE TO REVIEW GRANT APPLICATIONS AND AUTHORIZE DISTRIBUTION OF FUNDS TO THE MEMBERS REQUESTING ASSISTANCE THROUGH THE MEMBER HARDSHIP FUND. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS INCLUDE REGULAR ACTIVE, RETIRED AND RELIGIOUS EXEMPT MEMBERS. ONLY THE REGULAR ACTIVE MEMBERS ARE ELIGIBLE TO VOTE. FORM 990, PART VI, SECTION A, LINE 7A REGULAR ACTIVE MEMBERS IN GOOD STANDING ELECT ALL OFFICERS AND CHAIRPERSONS OF THE ORGANIZATION'S GOVERNING BODY (EXECUTIVE BOARD) BY A SECRET BALLOT VOTE ANNUALLY, WITH TERMS TWO YEARS IN DURATION FOR EACH POSITION. FORM 990, PART VI, SECTION A, LINE 7B GENERAL PRACTICE HAS BEEN THAT MOST OF THE DECISIONS MADE BY THE GOVERNING BODY ARE APPROVED BY A MAJORITY VOTE OF THE GOVERNING BODY. RATIFICATION OF THE EMPLOYER CONTRACT AND OTHER MAJOR DECISIONS ARE PUT TO A VOTE OF THE REGULAR ACTIVE MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TREASURER AND PRESIDENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE OFFICERS, COUNCIL MEMBERS AND STAFF DISCLOSE INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST UNDER THE POLICY. SUCH DISCLOSURE IS MADE ON A DISCLOSURE AND ACKNOWLEDGMENT FORM AND FILED WITH THE SECRETARY OF THE UNION. THE SECRETARY OR DESIGNEE MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW & APPROVAL PROCESS - CEO & TOP MANAGEMENT A SUBCOMMITTEE CONTAINING MEMBERS OF THE BOARD WERE SELECTED BY THE BOARD MEMBERS. THE COMMITTEE CREATED AN APPROPRIATE COMPENSATION PACKAGE FOR THE OFFICE OF THE EXECUTIVE PRESIDENT. THE COMMITTEE BROUGHT THE RECOMMENDATION TO THE BOARD FOR DECISION AND FOR A VOTE OF APPROVAL WITH THE ACTION INCLUDED IN THE BOARD MINUTES. WHEN DETERMINING COMPENSATION THE COMMITTEE LOOKED AT THE COMPARABILITY DATA FROM OTHER SIMILAR LABOR UNIONS AND THE RATE OF PAY THE INDIVIDUAL RECEIVED WHILE WORKING FOR THE REPRESENTED EMPLOYER. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE EXECUTIVE BOARD ASSUMES RESPONSIBILITY FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE. 11560 SW 67TH LLC 11560 SW 67TH AVE TIGARD OR 97223 843589355 REAL ESTATE HOLDING CO. OR 10284 0 AMERICAN FEDERATION OF TEACHERS OREGON OFNHP AFT 5017 POLITICAL ACTION COMMITTEE 1500 NE IRVING ST SUITE 575 PORTLAND OR 97232 471908137 SUPPORT FOR CANDIDATES/MEASURES FOR WORK OR 527 AMERICAN FEDERATION OF TEACHERS OREGON FEDERATION 5017 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0