2019-06-10T18:42:21-05:00 2018-08-31 910872222 TREMPER & CO LLP 3131 ELLIOTT AVE SUITE 290 SEATTLE WA 98121 990 2017-09-01 910460645 WASHINGTON EDUCATION ASSOCIATION WASH 2539416700 PO BOX 9100 FEDERAL WAY WA 980639100 MARGARET KNIGHT CFO 2539416700 2019-06-04 1 LAIRD VANETTA P00171649 2062854456 209.210.220.12 2019-06-04 15:46:33 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 15E3D9E72050DA9C1C68B3FD6D48BC3917314558 2017 2019-02-21 02:37:17Z MARGARET KNIGHT PO BOX 9100 FEDERAL WAY WA 980639100 41349729 0 X WWW.WASHINGTONEA.ORG X 1889 WA TO PROMOTE THE TEACHING PROFESSION AND PUBLIC EDUCATION IN THE STATE OF WASHINGTON. 82 80 185 0 388101 -434074 0 0 40163539 41006833 199722 338339 4163 3262 40367424 41348434 543060 572913 0 0 20755730 20395499 0 0 0 19312491 19208460 40611281 40176872 -243857 1171562 43139251 42839244 71394021 60069765 -28254770 -17230521 X THE MISSION OF THE WASHINGTON EDUCATION ASSOCIATION IS TO ADVANCE THE PROFESSIONAL INTERESTS OF ITS MEMBERS IN ORDER TO MAKE PUBLIC EDUCATION THE BEST IT CAN BE FOR STUDENTS, STAFF, AND COMMUNITIES. 0 0 GOVERNANCE/ADMINISTRATION - TO FORMULATE ASSOCIATION POLICY AND TO INSURE IMPLEMENTATION OF THE GOALS, OBJECTIVES AND ACTIVITIES OF THE ASSOCIATION IN ACCORDANCE WITH THE DESIRES AND NEEDS OF THE MEMBERSHIP. TO PROVIDE GOVERNANCE WITH ADVICE AND COUNSEL AS PRESCRIBED IN WEA POLICY ON THE FORMULATION OF GOALS, OBJECTIVES, POLICY AND ACTIVITIES OF THE ASSOCIATION IN THE FOLLOWING GENERAL AREAS: ACCREDITATION, CERTIFICATION, INSTRUCTION, PERSONNEL, COLLECTIVE BARGAINING, STATE AND FEDERAL LEGISLATION, HUMAN RELATIONS, AND RIGHTS OF SCHOOL EMPLOYEES.TO PROVIDE LEGAL SERVICES AND ADVICE TO WEA, ITS STAFF AND GOVERNANCE, LOCAL ASSOCIATIONS, AND MEMBERS; TO PROTECT AND STRENGTHEN THE LEGAL AND BARGAINING RIGHTS OF SCHOOL EMPLOYEES. PUBLIC POLICY CENTER - TO INSURE THAT WEA IS A SIGNIFICANT PARTICIPANT IN THE LEGISLATIVE PROCESS OF THE STATE AND NATION, OBTAIN PASSAGE AND IMPLEMENTATION OF LEGISLATION CONSISTENT WITH ASSOCIATION GOALS AND ASSURE ADEQUATE RESOURCE ALLOCATIONS TO IMPROVE SALARIES, CONDITIONS OF WORK, AND EDUCATIONAL PROGRAMS. CENTER FOR EDUCATION QUALITY: ORGANIZING AND ADVOCACY CENTER - TO PROVIDE PROGRAM AND STAFF SERVICES TO ASSIST INDIVIDUAL SCHOOL EMPLOYEES AND LEADERS TO OBTAIN AND UTILIZE THE INDIVIDUAL AND COLLECTIVE POWER THEY NEED TO CONTROL THEIR WORK ENVIRONMENT, INCLUDING APPROPRIATE COMPENSATION.TO PROVIDE RESEARCH SUPPORT ENABLING THE ASSOCIATION TO CARRY OUT ITS GOALS AND OBJECTIVES IN AN EFFICIENT MANNER. COMMUNICATION AND PR CENTER - TO INFORM THE MEMBERSHIP AND THE PUBLIC THROUGH UTILIZATION OF INTERNAL AND EXTERNAL MEDIA OF THE ASSOCIATION'S GOALS AND ACHIEVEMENTS AND OF THE PROFESSION'S CONCERN FOR PUBLIC EDUCATION IN WASHINGTON. CENTER FOR EDUCATION QUALITY: LEARNING AND EDUCATION POLICY CENTER - TO STRENGTHEN THE HUMAN RIGHTS OF SCHOOL EMPLOYEES, AND TO ENHANCE SCHOOL EMPLOYEES' PERSONAL AND PROFESSIONAL DEVELOPMENT. TO WORK WITH SCHOOLS AND COMMUNITIES ON EFFORTS TO IMPROVE STUDENT SKILLS AND FACILITATE AN EFFECTIVE LEARNING ENVIRONMENT. SUPPORT SERVICES CENTER - TO PROVIDE THE ASSOCIATION WITH ADMINISTRATIVE SUPPORT AND BUSINESS SERVICES INCLUDING COMPUTER TECHNOLOGY TO ASSIST THE GOVERNANCE AND PROGRAM UNITS OF THE ASSOCIATION IN ACCOMPLISHING THEIR GOALS AND ACTIVITIES. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 144 0 185 1 1 1 0 0 0 0 0 X 82 80 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MARGARET KNIGHT 2537657007 PO BOX 9100 FEDERAL WAY WA 980639100 ADAM AGUILERA BOARD MEMBER 5.00 X 0 0 0 KATHIE AXTELL BOARD MEMBER 5.00 X 0 0 0 BUDDY BEAR BOARD MEMBER 5.00 X 0 0 0 SILAS BERRY BOARD MEMBER 5.00 X 0 0 0 BILL BEVILLE BOARD MEMBER 5.00 X 0 0 0 REBECCA BIDDICK BOARD MEMBER 5.00 X 0 0 0 JEB BINNS BOARD MEMBER 5.00 X 0 0 0 JENNIFER BLACK BOARD MEMBER 5.00 X 0 0 0 ADAM BRICKELL BOARD MEMBER 5.00 X 0 0 0 SHAERIE BRUTON BOARD MEMBER 5.00 X 0 0 0 KRIS CAMERON BOARD MEMBER 5.00 X 0 0 0 PHYLLIS CAMPANO BOARD MEMBER 5.00 X 0 0 0 DAVE CAMPBELL BOARD MEMBER 5.00 X 0 0 0 TAMMIE CARR BOARD MEMBER 5.00 X 0 0 0 DEBBY CHANDLER BOARD MEMBER 5.00 X 0 0 0 MARK COLE BOARD MEMBER 5.00 X 0 0 0 MARK CRAYPO BOARD MEMBER 5.00 X 0 0 0 KEVEN CUMMINS BOARD MEMBER 5.00 X 0 0 0 KATHY DAVIS BOARD MEMBER 5.00 X 0 0 0 LARRY DELANEY BOARD MEMBER 5.00 X 0 0 0 SHARON DOLAN BOARD MEMBER 5.00 X 0 0 0 DENA ENYEART BOARD MEMBER 5.00 X 0 0 0 JUSTIN FOX-BAILEY BOARD MEMBER 5.00 X 0 0 0 CHRIS FRASER BOARD MEMBER 5.00 X 0 0 0 SARAH GALLAGHER BOARD MEMBER 5.00 X 0 0 0 THOM GARRARD BOARD MEMBER 5.00 X 0 0 0 ERIC GRANT BOARD MEMBER 5.00 X 0 0 0 DEBRA HANSEN BOARD MEMBER 5.00 X 0 0 0 KATY HENRY BOARD MEMBER 5.00 X 0 0 0 NANCY HERZOG BOARD MEMBER 5.00 X 0 0 0 PAUL HOPE BOARD MEMBER 5.00 X 0 0 0 SANDY HUNT BOARD MEMBER 5.00 X 0 0 0 SHELLY HURLEY BOARD MEMBER 5.00 X 0 0 0 VICKY JENSEN BOARD MEMBER 5.00 X 0 0 0 GWENDOLYN JIMERSON BOARD MEMBER 5.00 X 0 0 0 MARGUERITE JONES BOARD MEMBER 5.00 X 0 0 0 SHERRY KEENAN BOARD MEMBER 5.00 X 0 0 0 JARED KINK BOARD MEMBER 5.00 X 0 0 0 PAM KRUSE BOARD MEMBER 5.00 X 0 0 0 KAREN LAASE BOARD MEMBER 5.00 X 0 0 0 TANI LINDQUIST BOARD MEMBER 5.00 X 0 0 0 NEVA LUKE BOARD MEMBER 5.00 X 0 0 0 BILL LYNE BOARD MEMBER 5.00 X 0 0 0 ANNA-MELISSA LYONS BOARD MEMBER 5.00 X 0 0 0 LYNN MAIORCA BOARD MEMBER 5.00 X 0 0 0 TIM MARTIN BOARD MEMBER 5.00 X 0 0 0 STEVE MAYER BOARD MEMBER 5.00 X 0 0 0 SHANNON MCCANN BOARD MEMBER 5.00 X 0 0 0 MICHELE MILLER BOARD MEMBER 5.00 X 0 0 0 MARK MORROW BOARD MEMBER 5.00 X 0 0 0 ANGEL MORTON BOARD MEMBER 5.00 X 0 0 0 MARLA MORTON BOARD MEMBER 5.00 X 0 0 0 LAVASHA MURDOCH BOARD MEMBER 5.00 X 0 0 0 CARLA NACCARATO-SINCLAIR BOARD MEMBER 5.00 X 0 0 0 ANDI NOFZIGER-MEADOWS BOARD MEMBER 5.00 X 0 0 0 JAN OLMSTEAD BOARD MEMBER 5.00 X 0 0 0 CHRISTIE PADILLA BOARD MEMBER 5.00 X 0 0 0 MARTHA PATTERSON BOARD MEMBER 5.00 X 0 0 0 MARLA RASMUSSEN BOARD MEMBER 5.00 X 0 0 0 SHANNON RASMUSSEN BOARD MEMBER 5.00 X 0 0 0 BECCA RITCHIE BOARD MEMBER 5.00 X 0 0 0 MONA ROMINGER BOARD MEMBER 5.00 X 0 0 0 MIGUEL SALDANA BOARD MEMBER 5.00 X 0 0 0 CARIE SAUDERS BOARD MEMBER 5.00 X 0 0 0 AUDRA SHAW BOARD MEMBER 5.00 X 0 0 0 JEREMY SHAY BOARD MEMBER 5.00 X 0 0 0 CATHY SMITH BOARD MEMBER 5.00 X 0 0 0 LADONNA STERLING BOARD MEMBER 5.00 X 0 0 0 SUMMER STONER BOARD MEMBER 5.00 X 0 0 0 KEITH SWANSON BOARD MEMBER 5.00 X 0 0 0 BILL VAN WYCK BOARD MEMBER 5.00 X 0 0 0 RENEE VERONE BOARD MEMBER 5.00 X 0 0 0 TIM VOIE BOARD MEMBER 5.00 X 0 0 0 CINDIE WEBB BOARD MEMBER 5.00 X 0 0 0 JANIE WHITE BOARD MEMBER 5.00 X 0 0 0 JULIE WICKERSHAM BOARD MEMBER 5.00 X 0 0 0 TERRI WINCKLER BOARD MEMBER 5.00 X 0 0 0 LINDA ZACCANTI BOARD MEMBER 5.00 X 0 0 0 KATIE BADGER EX OFFICIO BOARD MEMBER 5.00 X 0 0 0 VALLERIE FISHER EX OFFICIO BOARD MEMBER 5.00 X 0 0 0 ARMAND L TIBERIO EXECUTIVE DIRECTOR 37.50 X 230518 0 47386 MARGARET KNIGHT CHIEF FINANCIAL OFFICER 37.50 X 175969 0 85818 KIM MEAD PRESIDENT 37.50 X 145222 102091 28968 STEPHEN MILLER VICE PRESIDENT 37.50 X 97943 88686 41803 JAMES REGAN DIRECTOR/GOVERNMENTAL RELA 37.50 X 198708 0 99579 SHAWN LEWIS DIRECTOR OF PUBLIC POLICY 37.50 X 180444 0 105631 MANUEL BOSSER DIRECTOR/HUMAN RESOURCES 37.50 X 164016 0 97665 LISA KODAMA DIRECTOR/LEARNING AND EDUC 37.50 X 156833 0 95017 AIMEE IVERSON GENERAL COUNSEL 37.50 X 170828 0 99012 ROBERT FORHAN PROFESSIONAL STAFF 37.50 X 162477 0 91592 SCOTT POIRIER PROFESSIONAL STAFF 37.50 X 158240 0 93492 DALE FOLKERTS PROFESSIONAL STAFF 37.50 X 153989 0 78171 LOUIS C GOLDEN PROFESSIONAL STAFF 37.50 X 155136 0 83529 GARY MCNEIL PROFESSIONAL STAFF 37.50 X 157858 0 81116 2308181 190777 1128779 108 0 1 0 FOSTER PEPPER PLLC 1111 THIRD AVE SUITE 3400 SEATTLE WA 98101 LEGAL SERVICES 661133 JOSEPH EVANS PO BOX 519 BREMERTON WA 98337 LEGAL SERVICES 135522 PACIFIC NORTHWEST CATERING LLC 747 NORTH 135TH ST SEATTLE WA 98133 CATERING 127147 THE RANTS GROUP 724 COLUMBIA STREET NORTHWEST SUITE OLYMPIA WA 98501 RENTAL OF OFFICE SPACE 111346 4 MEMBERSHIP DUES 611710 35668282 35668282 NATIONAL FINANCIAL SUPPORT 611710 3654022 3654022 REIMBURSEMENTS 611710 724353 724353 BENEFIT SERVICE FEES 524298 384839 384839 UNIFIED LEGAL SERVICES 611710 348902 348902 226435 226435 41006833 339634 339634 1295 -1295 -1295 -1295 3262 0 3262 3262 41348434 40621994 388101 338339 572913 1805139 10114496 5025536 2616921 833407 1310391 122998 966120 366519 1966603 282806 705595 1463991 965754 212902 10281203 327543 DUES AND FEES 157385 CREDIT CARD AND BANK PR 78650 40176872 8697060 7086478 6719243 8383545 5004974 5979049 14509637 5597899 9009429 8911738 13708545 12478434 43139251 42839244 1397197 1275128 936926 512617 4813640 4692605 64246258 53589415 71394021 60069765 X -28254770 -17230521 -28254770 -17230521 43139251 42839244 X 1171562 9852687 X 0 1 X 1 0 959872 1 1 0 PART I-A, LINE 1: MEMBER COMMUNICATIONS, TRAINING AND INDIRECT SUPPORT CONCERNING EFFORTS TO ELECT STATE AND LOCAL CANDIDATES. 2573437 2573437 9034332 3021116 6013216 1620824 1341970 278854 1281044 1234813 46231 8911738 SUPPLIES AND DEFERRED EXPENSES 187460 UNFUNDED PENSION RECEIVABLE - AFFILIATES 12290974 12478434 ACCRUED PAYROLL AND PAYROLL TAXES 188155 ACCRUED PTO AND SICK LEAVE 1505492 ACCRUED POST RETIREMENT BENEFITS 2717085 DUES COLLECTED, PAYABLE TO AFFILIATES 863598 ACCRUED PENSION CONTRIBUTION 48315085 53589415 41348434 0 41348434 0 41348434 40176872 0 40176872 0 40176872 1 ECONOMIC OPPORTUNITY INSTITUTE 603 STEWART ST 715 SEATTLE WA 98101 911999302 501(C)(3) 15000 PROVIDE SUPPORT TO ORGANIZATIONS THAT SHARE COMMON INTERESTS CLASS SIZE COUNTS 603 STEWART ST 819 SEATTLE WA 98101 463039002 501(C)(4) 6000 PROVIDE SUPPORT TO ORGANIZATIONS THAT SHARE COMMON INTERESTS ONEAMERICA 1225 S WELLER ST SUITE 200 SEATTLE WA 98144 200384893 501(C)(3) 10000 PROVIDE SUPPORT TO ORGANIZATIONS THAT SHARE COMMON INTERESTS EL CENTRO DE LA RAZA 2524 16TH AVE S SEATTLE WA 98144 910899927 501(C)(3) 15000 PROVIDE SUPPORT TO ORGANIZATIONS THAT SHARE COMMON INTERESTS WA STATE LABOR COUNCIL 321 16TH AVE S SEATTLE WA 98144 910668471 501(C)(3) 30500 PROVIDE SUPPORT TO ORGANIZATIONS THAT SHARE COMMON INTERESTS THE ACCOUNTABILITY PROJECT 1725 I ST NW STE 900 WASHINGTON DC 20006 320470291 501(C)(4) 55000 PROVIDE SUPPORT TO ORGANIZATIONS THAT SHARE COMMON INTERESTS ALL IN FOR ACTION 603 STEWART ST 819 SEATTLE WA 98101 465341671 501(C)(4) 32500 PROVIDE SUPPORT TO ORGANIZATIONS THAT SHARE COMMON INTERESTS EDUCATION SUPPORT PERSONNEL 553 N NORTH CRT 210 PALATINE IL 60067 363657949 501(C)(4) 5000 PROVIDE SUPPORT TO ORGANIZATIONS THAT SHARE COMMON INTERESTS WA COMMUNITY ACTION NETWORK 220 S RIVERS ST 11 SEATTLE WA 98108 911259403 501(C)(3) 11500 PROVIDE SUPPORT TO ORGANIZATIONS THAT SHARE COMMON INTERESTS WASHINGTON EDUCATION ASSOCIATION POLITICAL ACTION COMMITTEE PO BOX 9100 FEDERAL WAY WA 98063 916074250 527 350000 PROVIDE SUPPORT TO ORGANIZATIONS THAT SHARE COMMON INTERESTS 5 5 PART I, LINE 2: GRANTS OR ASSISTANCE IS ONLY PROVIDED TO ORGANIZATIONS LOCATED WITHIN THE UNITED STATES SHARING COMMON INTERESTS. X 1 1 X X X X X 0 0 0 ARMAND L TIBERIO EXECUTIVE DIRECTOR 230518 0 0 0 0 0 19681 0 27705 0 277904 0 0 0 MARGARET KNIGHT CHIEF FINANCIAL OFFICER 175969 0 0 0 0 0 68713 0 17105 0 261787 0 0 0 KIM MEAD PRESIDENT 145222 102091 0 0 0 0 0 0 4348 24620 149570 126711 0 0 STEPHEN MILLER VICE PRESIDENT 97943 88686 0 0 0 0 0 0 26929 14874 124872 103560 0 0 JAMES REGAN DIRECTOR/GOVERNMENTAL RELA 198708 0 0 0 0 0 75643 0 23936 0 298287 0 0 0 SHAWN LEWIS DIRECTOR OF PUBLIC POLICY 180444 0 0 0 0 0 71529 0 34102 0 286075 0 0 0 MANUEL BOSSER DIRECTOR/HUMAN RESOURCES 164016 0 0 0 0 0 64075 0 33590 0 261681 0 0 0 LISA KODAMA DIRECTOR/LEARNING AND EDUC 156833 0 0 0 0 0 64075 0 30942 0 251850 0 0 0 AIMEE IVERSON GENERAL COUNSEL 170828 0 0 0 0 0 67717 0 31295 0 269840 0 0 0 ROBERT FORHAN PROFESSIONAL STAFF 162477 0 0 0 0 0 61001 0 30591 0 254069 0 0 0 SCOTT POIRIER PROFESSIONAL STAFF 158240 0 0 0 0 0 57625 0 35867 0 251732 0 0 0 DALE FOLKERTS PROFESSIONAL STAFF 153989 0 0 0 0 0 57686 0 20485 0 232160 0 0 0 LOUIS C GOLDEN PROFESSIONAL STAFF 155136 0 0 0 0 0 57220 0 26309 0 238665 0 0 0 GARY MCNEIL PROFESSIONAL STAFF 157858 0 0 0 0 0 57220 0 23896 0 238974 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS TRAVEL COST FOR FAMILY MEMBERS ACCOMPANYING OFFICERS WHILE THEY ATTEND BUSINESS FUNCTIONS. FORM 990, PART VI, SECTION A, LINE 2 STEPHEN MILLER AND MICHELE MILLER ARE MARRIED. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS DUES PAYING MEMBERS THAT ARE PUBLIC SCHOOL EMPLOYEES IN THE STATE OF WASHINGTON. THESE MEMBERS HAVE THE RIGHT TO VOTE FOR MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERSHIP ANNUALLY ELECTS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MEMBERS OF THE BUDGET AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY IDENTIFIED CONFLICTS ARE ADDRESSED AS PROVIDED FOR IN THE BOARD APPROVED CONFLICT OF INTEREST DOCUMENT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION DETERMINATION PROCESS INCLUDES APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, COMPARISONS TO OTHER ORGANIZATIONS, AND IS DOCUMENTED IN BOARD MINUTES. OFFICER/KEY EMPLOYEE COMPENSATION IS DETERMINED AS EMPLOYMENT CONTRACTS ARE ESTABLISHED AND RENEWED. PRESIDENT AND VICE PRESIDENT/TREASURER COMPENSATION IS SET BY BOARD POLICY. ONGOING COMPENSATION IS PERIODICALLY REVIEWED BY THE EXECUTIVE COMMITTEE OR DURING CONTRACT RENEWALS. FORM 990, PART VI, SECTION C, LINE 18 FORMS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S HEADQUARTERS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S HEADQUARTERS AND ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: ADJUSTMENT FOR CHANGE IN UNFUNDED PENSION LIABILITY 9,852,687.