2021-11-08T10:27:47-06:00 2020-12-31 930623286 ALDRICH CPAS AND ADVISORS LLP 680 HAWTHORNE AVE SE 140 SALEM OR 97301 990 2020-01-01 930495706 OREGON REALTORS OREG 8002529115 PO BOX 351 SALEM OR 97308 JENNIFER PAKULA CHIEF EXECUTIVE OFFICER 8002529115 2021-08-03 1 JENNIFER PAKULA 999009999 DEBRA D SMITH P00646873 5035857774 2021-08-03 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X JENNIFER PAKULA PO BOX 351 SALEM OR 97308 6050665 0 X WWW.OREGONREALTORS.ORG X 1933 OR ENHANCE THE MEMBER'S ABILITY TO CONDUCT THEIR REAL ESTATE RELATED BUSINESS ETHICALLY & COMPETENTLY. 126 126 18 126 11605 0 0 0 4471136 4489460 90285 136501 143904 41806 4705325 4667767 5000 50 0 0 1340386 1424148 0 0 0 1441090 1287469 2786476 2711667 1918849 1956100 9012068 11114109 4341771 4377709 4670297 6736400 X ENHANCE THE MEMBER'S FREEDOM AND ABILITY TO CONDUCT THEIR INDIVIDUAL REAL ESTATE RELATED BUSINESS ETHICALLY AND COMPETENTLY AND TO PROMOTE AND PRESERVE PRIVATE PROPERTY RIGHTS.THE ASSOCIATION IS THE REALTORS REAL ESTATE BUSINESS ADVOCATE, A FORCE FOR EDUCATION, AND A LEGISLATIVE ADVOCATE FOR FREE ENTERPRISE AND PRIVATE PROPERTY RIGHTS IN OREGON. THE ASSOCIATION'S CORE PURPOSE IS TO ADVANCE THE ABILITY OF OREGON REALTORS TO PRACTICE THE REAL ESTATE PROFESSION IN AN ETHICAL, PROFITABLE AND SUCCESSFUL MANNER. 0 0 PROFESSIONAL EDUCATION COURSES: OR STRIVES TO BE THE MARKET LEADER IN OREGON REAL ESTATE EDUCATION BY PROVIDING THE HIGHEST VALUE BUSINESS, LEGAL, AND LEGISLATIVE INFORMATION FOR CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT OF OUR MEMBERS. WE OFFER MANY PROFESSIONAL DEVELOPMENT COURSES THAT INCLUDE LEADERSHIP COURSES, TECH SEMINARS, MOTIVATIONAL SPEAKERS AND DESIGNATIONS. WE ALSO OFFER CONTINUING EDUCATION THROUGHOUT THE YEAR IN VARIOUS LOCATIONS ACROSS THE STATE.BOARD SERVICES AND ASSOCIATION PUBLICATIONS: THE WORK OF THE ASSOCIATION IS OVERSEEN BY A 15 MEMBER EXECUTIVE COMMITTEE, HEADED BY THE PRESIDENT OF THE ASSOCIATION, AND BY A 100+ MEMBER BOARD OF DIRECTORS, REPRESENTATIVE OF 24 LOCAL ASSOCIATIONS AND BOARDS FROM ACROSS THE STATE. OR IS FUNDED BY ANNUAL MEMBERSHIP DUES, SPECIAL EVENTS, AND SPONSORSHIPS. REAL ESTATE PROFESSIONALS THROUGHOUT OREGON LOOK TO OR AS A LEADING PROVIDER OF HIGH-QUALITY REAL ESTATE BUSINESS SERVICES INCLUDING EDUCATIONAL SEMINARS, RISK MANAGEMENT SERVICES, POLITICAL AND LEGISLATIVE ADVOCACY, AND PROFESSIONAL STANDARDS TRAINING AND ENFORCEMENT. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 14 0 1 18 1 1 1 0 0 0 0 0 0 0 X 126 126 1 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X X X JENNY PAKULA 8002529115 2110 MISSION ST SE 230 SALEM OR 97302 LORI R PALERMO PRESIDENT 1.00 X X 0 0 0 ANDREW COLEMAN PRESIDENT ELECT 1.00 X X 0 0 0 GREG WHISTLER DISTRICT VICE PRESIDENT 1.00 X X 0 0 0 ANGELA STUCKART DISTRICT VICE PRESIDENT 1.00 X X 0 0 0 GRACE BERGEN DISTRICT VICE PRESIDENT 1.00 X X 0 0 0 CHARLES RORIVE DISTRICT VICE PRESIDENT 1.00 X X 0 0 0 JILL RUSSELL DISTRICT VICE PRESIDENT 1.00 X X 0 0 0 DEAN KEGLER DISTRICT VICE PRESIDENT 1.00 X X 0 0 0 EVA M SANDERS CHAIR - FINANCE REVIEW COMMITTEE (EX-OFFICIO) 1.00 X X 0 0 0 KAREN CHURCH CHAIR - BUSINESS ISSUES KEY COMMITTEE 1.00 X 0 0 0 TERESA ZAMORA CHAIR - GOVERNMENT AFFAIRS KEY COMMITTEE 1.00 X 0 0 0 KERRI L HARTNETT CHAIR - POLITICAL AFFAIRS KEY COMMITTEE 1.00 X 0 0 0 HOLLY TANGEMAN CHAIR - PROFESSIONAL DEVELOPEMENT KEY COMMITTEE 1.00 X 0 0 0 CRYSTELL WISE DIRECTOR - CENTRAL OREGON COAST 1.00 X 0 0 0 JERRY REGAN DIRECTOR - CLATSOP 1.00 X 0 0 0 SUSANNA ABRAHAMSON DIRECTOR - COAR 1.00 X 0 0 0 JAYNEE BECK DIRECTOR - COAR 1.00 X 0 0 0 LOUIS HOFFMAN DIRECTOR - COAR 1.00 X 0 0 0 SARA LAFAVER DIRECTOR - COAR 0.00 X 0 0 0 BRENT LANDELS DIRECTOR - COAR 1.00 X 0 0 0 JOANNE MCKEE DIRECTOR - COAR 1.00 X 0 0 0 ANDEE PHILLIPS DIRECTOR - COAR 1.00 X 0 0 0 GAIL ROGERS DIRECTOR - COAR 1.00 X 0 0 0 MICHAEL WARREN II DIRECTOR - COAR 1.00 X 0 0 0 JOSEPH ZIKA DIRECTOR - COAR 1.00 X 0 0 0 TAMI REBMAN DIRECTOR - COLUMBIA BASIN 1.00 X 0 0 0 MOLLY HRUSKA DIRECTOR - COLUMBIA COUNTY 1.00 X 0 0 0 BROOKE YUSSIM DIRECTOR - COOS COUNTY 1.00 X 0 0 0 MICHAEL LANGE DIRECTOR - CURRY COUNTY 1.00 X 0 0 0 KRISTIN FREGOSO DIRECTOR - DOUGLAS COUNTY 1.00 X 0 0 0 PAUL HADDOCK DIRECTOR - DOUGLAS COUNTY 1.00 X 0 0 0 JOEL C BRAMWELL DIRECTOR - EAST METRO 1.00 X 0 0 0 JOSH DIERINGER DIRECTOR - EAST METRO 1.00 X 0 0 0 CAROLE KESER DIRECTOR - EAST METRO 1.00 X 0 0 0 ANGELA SETZER DIRECTOR - EAST METRO 1.00 X 0 0 0 KIMBERLEY ARSCOTT DIRECTOR - EUGENE 1.00 X 0 0 0 JACKIE AUSTIN DIRECTOR - EUGENE 1.00 X 0 0 0 ANNE BRIDGET GEERTSEN DIRECTOR - EUGENE 1.00 X 0 0 0 KIM T HEDDINGER DIRECTOR - EUGENE 1.00 X 0 0 0 KIM HYLAND DIRECTOR - EUGENE 1.00 X 0 0 0 RUTH HEMENWAY-DURAN DIRECTOR - EUGENE/COTTAGE GROVE CHAPTER 1.00 X 0 0 0 JOHN W FAW DIRECTOR - FOUR RIVERS 1.00 X 0 0 0 DAYNA DURANT-SELLARS DIRECTOR - KLAMATH COUNTY 1.00 X 0 0 0 DEBRA P WILLIAMS DIRECTOR - LINCOLN COUNTY 1.00 X 0 0 0 JULIE GILBERT DIRECTOR - MID COLUMBIA 1.00 X 0 0 0 JUDY GYSIN DIRECTOR - MID VALLEY 1.00 X 0 0 0 CHAD A HARVEY DIRECTOR - MID VALLEY 1.00 X 0 0 0 HEIDI E HAZEL DIRECTOR - MID VALLEY 1.00 X 0 0 0 KELLY MARTIN DIRECTOR - MID VALLEY 1.00 X 0 0 0 PATTI WILLIAMSON DIRECTOR - MID VALLEY 1.00 X 0 0 0 TRUDI SCHMIDT DIRECTOR - MID VALLEY/NORTH WILLAMETTE COUNCIL 1.00 X 0 0 0 MARY JO GROVE DIRECTOR - NORTH EAST OREGON 1.00 X 0 0 0 DAVE J AMATO DIRECTOR - PMAR 1.00 X 0 0 0 MICHAEL D BABBITT DIRECTOR - PMAR 1.00 X 0 0 0 DOMINIKA BOIANOFF DIRECTOR - PMAR 1.00 X 0 0 0 BARBARA CANADAY DIRECTOR - PMAR 1.00 X 0 0 0 DEBORAH CHERACHANKO DIRECTOR - PMAR 1.00 X 0 0 0 CHERYLE M CLUNES DIRECTOR - PMAR 1.00 X 0 0 0 JIMI L COUTURE DIRECTOR - PMAR 1.00 X 0 0 0 JAN CULLIVAN DIRECTOR - PMAR 1.00 X 0 0 0 LINDSEY M CULVER DIRECTOR - PMAR 1.00 X 0 0 0 RACHEL L DAY DIRECTOR - PMAR 1.00 X 0 0 0 DEANA DONEY DIRECTOR - PMAR 1.00 X 0 0 0 MEL E GEORGE DIRECTOR - PMAR 1.00 X 0 0 0 ELIZABETH S GETTY DIRECTOR - PMAR 1.00 X 0 0 0 SCOTT HALLIGAN DIRECTOR - PMAR 1.00 X 0 0 0 BRIAN J HOUSTON DIRECTOR - PMAR 1.00 X 0 0 0 MEGAN JUMAGO-SIMPSON DIRECTOR - PMAR 1.00 X 0 0 0 FRANKI R KEEFE DIRECTOR - PMAR 1.00 X 0 0 0 PATRICIA KIRK DIRECTOR - PMAR 1.00 X 0 0 0 GARY L MAJORS DIRECTOR - PMAR 1.00 X 0 0 0 BRIAN R MATZA DIRECTOR - PMAR 1.00 X 0 0 0 DIANA MCCREDIE DIRECTOR - PMAR 1.00 X 0 0 0 WHITNEY MINNICH DIRECTOR - PMAR 1.00 X 0 0 0 LAUREN PERREAULT DIRECTOR - PMAR 1.00 X 0 0 0 EDWARD PETROSSIAN DIRECTOR - PMAR 1.00 X 0 0 0 ALEXANDER T PHAN DIRECTOR - PMAR 1.00 X 0 0 0 ANTHONY J POLITO DIRECTOR - PMAR 1.00 X 0 0 0 LLOYD E PRUITT DIRECTOR - PMAR 1.00 X 0 0 0 JANET RAJCICH DIRECTOR - PMAR 1.00 X 0 0 0 JOE SCHAFBUCH DIRECTOR - PMAR 1.00 X 0 0 0 DAVID A SLY DIRECTOR - PMAR 1.00 X 0 0 0 DAVID J TANGVALD DIRECTOR - PMAR 1.00 X 0 0 0 LAURIE THIEL DIRECTOR - PMAR 1.00 X 0 0 0 JESSICA J TINDELL DIRECTOR - PMAR 1.00 X 0 0 0 IRMA VALDEZ DIRECTOR - PMAR 1.00 X 0 0 0 CAITLIN E WILLIAMS DIRECTOR - PMAR 1.00 X 0 0 0 JEFFRY WIREN DIRECTOR - PMAR 1.00 X 0 0 0 ROCHELLE YUKICH DIRECTOR - PMAR 1.00 X 0 0 0 TIMM C CABLE DIRECTOR - POLK COUNTY 1.00 X 0 0 0 STACEY BOALS DIRECTOR - ROGUE VALLEY 1.00 X 0 0 0 CHERYL FARIA DIRECTOR - ROGUE VALLEY 1.00 X 0 0 0 JAMES L FRICK DIRECTOR - ROGUE VALLEY 1.00 X 0 0 0 THERESE MACGREGOR DIRECTOR - ROGUE VALLEY 1.00 X 0 0 0 DEVIN ZUPAN DIRECTOR - ROGUE VALLEY 1.00 X 0 0 0 JOHN A ZUPAN DIRECTOR - ROGUE VALLEY 1.00 X 0 0 0 DAVID BROW DIRECTOR - SPRINGFIELD 1.00 X 0 0 0 KAYDEE HALLERT DIRECTOR - SPRINGFIELD 1.00 X 0 0 0 ADAM SCHWEND DIRECTOR - TILLAMOOK COUNTY 1.00 X 0 0 0 MARSHA L MORGAN DIRECTOR - UMATILLA 1.00 X 0 0 0 COURTNEY MCLEOD DIRECTOR - WILLAMETTE 1.00 X 0 0 0 DONALD L ROBERTSON DIRECTOR - WILLAMETTE 1.00 X 0 0 0 COREY D ZIELSDORF DIRECTOR - YAMHILL 1.00 X 0 0 0 PAT G KAPLAN DSA RECIPIENT 1.00 X 0 0 0 MARK A KNUST FINANCE REVIEW 1.00 X 0 0 0 LESTER FRIEDMAN NAR DIRECTOR 1.00 X 0 0 0 DEBRA GISRIEL NAR DIRECTOR 1.00 X 0 0 0 RICK HARRIS NAR DIRECTOR 1.00 X 0 0 0 JOHN A HOOPS NAR DIRECTOR 1.00 X 0 0 0 ALAN B MEHRWEIN NAR DIRECTOR 1.00 X 0 0 0 COLIN P MULLANE NAR DIRECTOR 1.00 X 0 0 0 JOHN W BAKER PAST PRESIDENT 1.00 X 0 0 0 CAROLYN H DOZOIS PAST PRESIDENT 1.00 X 0 0 0 GEORGE M GRABENHORST PAST PRESIDENT 1.00 X 0 0 0 JOANN C HANSEN PAST PRESIDENT 1.00 X 0 0 0 DAVID J HEMENWAY PAST PRESIDENT 1.00 X 0 0 0 MICHAEL HOOVER PAST PRESIDENT 1.00 X 0 0 0 ARTHUR T KEGLER PAST PRESIDENT 1.00 X 0 0 0 DAVID J KOCH PAST PRESIDENT 1.00 X 0 0 0 MICHAEL KOZAK PAST PRESIDENT 1.00 X 0 0 0 JEREMY STARR PAST PRESIDENT 1.00 X 0 0 0 DANNIE WALKER PAST PRESIDENT 1.00 X 0 0 0 NANETTE WIMMERS PAST PRESIDENT 1.00 X 0 0 0 BERNARD YOUNG PAST PRESIDENT 1.00 X 0 0 0 AMY GRAHAM PAST PRESIDENT 1.00 X 0 0 0 JENNIFER PAKULA CHIEF EXECUTIVE OFFICER 40.00 X 271216 0 23119 271216 0 23119 1 0 1 0 SCARLET OAKS STRATEGIES 180 OLD RIVER ROAD ARNOLD MD 21012 GOVERNMENT RELATIONS CONSULTING 110800 JILLIONS GROUP LLC 160 LIBERTY ST NE SUITE B14 SALEM OR 97301 GOVERNMENT RELATIONS CONSULTING 105000 2 MEMBERSHIP DUES 531390 3556536 3556536 ISSUES MOBILIZATION IN 531390 536540 536540 EDUCATIONAL EVENT INCO 531390 253474 253474 OTHER PROGRAM INCOME 531390 142910 142910 4489460 60393 60393 21997 21997 476061 456252 19809 19809 11605 8204 800000 202754 809867 116779 -9867 85975 76108 76108 4667767 4489460 11605 166702 X 50 294335 822784 68175 146995 91859 100552 44900 10800 413567 51975 58724 182369 70215 67668 19146 8370 BANK/CREDIT CARD 115038 ISSUES MOBILIZATION EXP 74822 MISCELLANEOUS 49490 DUES AND SUBSCRIPTIONS 16671 3162 2711667 1097404 323725 2597250 5546010 24091 25634 0 101377 77445 91193 6131924 2108077 4196257 4023847 875804 926696 116779 27038 75627 9012068 11114109 242991 179447 1693907 1908336 2404171 2264189 702 25737 4341771 4377709 X 4670297 6736400 4670297 6736400 9012068 11114109 1956100 110003 0 X 0 1 X 1 0 0 0 1 3556536 115000 115000 889134 -774134 PART I-A, LINE 1: OREGON REALTORS ADVOCATES BEFORE THE OREGON LEGISLATURE AND STATE REGULATORY AGENCIES TO HELP PASS LAWS AND REGULATIONS THAT ACHIEVE ITS GOALS OF A HEALTHY BUSINESS ENVIRONMENT AND ACCESSIBLE HOME OWNERSHIP. THE ASSOCIATION ALSO WORKS TO DEFEAT LEGISLATION WITH THE POTENTIAL TO HARM THE REAL ESTATE INDUSTRY OR THAT INCREASES THE COST OF HOUSING. 388730 388730 5441143 1923718 3517425 251427 133735 117692 50624 50624 0 4023847 DUE TO RELATED ORGANIZATION 25737 25737 X 6562587 110003 1465731 1575734 4986853 -319086 -319086 4667767 4819936 2245435 2245435 2574501 137166 137166 2711667 PART X, LINE 2: THE ORGANIZATION FOLLOWS US GAAP RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THESE STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD NOT BE SUSTAINED IF EXAMINED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2020 OR 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUES FROM RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENTS 1,465,731. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -456,252. ELIMINATING ENTRIES PER CONSOLIDATED GAAP STATEMENTS 137,166. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENTS 1,789,183. RENTAL EXPENSES 456,252. WRITE-OFF UNCOLLECTIBLE ASSET PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRIES PER CONSOLIDATED GAAP STATEMENTS 137,166. X X X 0 0 0 JENNIFER PAKULA CHIEF EXECUTIVE OFFICER 251216 0 20000 0 0 0 10657 0 12462 0 294335 0 0 0 PART I, LINE 3 ALL COMPENSATION IS COMPARED AND MEASURED AGAINST INDEPENDENT 3RD PARTY SALARY SURVEY. THE CEO HAS AN EMLOYMENT CONTRACT DETAILING THE AGREED COMPENSATION WHICH IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 2 DEVIN AND JOHN ZUPAN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ASSOCIATION CONSIST OF EIGHT CLASSES: MEMBER BOARD/ASSOCIATIONS, ASSOCIATION MEMBERS, REALTOR MEMBERS, INSTITUTE AFFILIATE MEMBERS, AFFILIATE MEMBERS, HONORARY MEMBERS, LIFE SERVICE MEMBERS/REALTOR EMERITUS MEMBERS, ASSOCIATION EXECUTIVE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS ARE ELECTED BY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE ANNUAL 990 FORM, THE FINANCE REVIEW COMMITTEE SERVES AS THE REVIEW BODY ON BEHALF OF THE OREGON REALTORS BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION SENDS OUT A BOARD QUESTIONNAIRE WHICH DISCUSSES INDEPENDENCE AND ON AN ANNUAL BASIS MEMBERS UPDATE THE FORM IF ANY CHANGES WERE MADE. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION IS COMPARED AND MEASURED AGAINST INDEPENDENT 3RD PARTY SALARY SURVEY. THE CEO HAS AN EMPLOYMENT CONTRACT DETAILING THE AGREED COMPENSATION WHICH IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES 319,373. PENSION & PAYROLL FEES 16,449. INSTRUCTOR/SPEAKER FEES 77,745. OREGON REALTORS PLAZA LLC 2110 MISSION ST SE SALEM OR 97032 770692637 COMMERCIAL REAL ESTATE OR 476061 4065494 OREGON REALTORS OREGON REALTORS HOME FOUNDATION PO BOX 351 SALEM OR 97308 841641552 CHARITABLE DONATIONS OR 501(C)(3) LINE 7 N/A 0 OREGON REALTORS POLITICAL ACTION COMMITTEE PO BOX 351 SALEM OR 97308 931242104 POLITICAL OR 527 OREGON REALTORS 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 1 1 1 1