2014-11-17T11:25:24-06:00 2014-06-30 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 990 2013-07-01 930686108 NORTHWEST EVALUATION ASSOCIATION NORT 5036241951 121 NW EVERETT STREET PORTLAND OR 97209 JEFFREY P STRICKLER EXECUTIVE VP & COO 5036241951 2014-11-06 1 WENDY CAMPOS P00448102 5032421447 2013 2015-11-30 17:44:51Z JEFFREY P STRICKLER 121 NW EVERETT STREET PORTLAND OR 97209 108729900 0 X WWW.NWEA.ORG X 1977 OR PARTNERING TO HELP ALL KIDS LEARN. 9 8 670 9 0 0 0 0 100672300 108513038 134186 115835 70221 65655 100876707 108694528 67500 79395 0 0 57804703 64319713 0 0 0 37284227 41162841 95156430 105561949 5720277 3132579 85120528 64436908 78798601 54982402 6321927 9454506 PARTNERING TO HELP ALL KIDS LEARN. 0 0 79010435 79395 108578693 DEVELOP AND PROVIDE RESEARCH-BASED EDUCATIONAL GROWTH MEASURES, PROFESSIONAL TRAINING, CONSULTING SERVICES AND STANDARDIZED TEST SCORING TO IMPROVE TEACHING AND LEARNING FOR PUBLIC AND PRIVATE SCHOOL AGENCIES AND STAFF. 79010435 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 116 0 1 670 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR CA NY X JEFFREY P STRICKLER 5036241951 121 NW EVERETT STREET PORTLAND OR 97209 DR BRENDA TANNER BOARD CHAIR 0.50 X X 0 0 0 DR JIM ANGERMEYR BOARD VICE CHAIR 0.50 X X 0 0 0 LYNN FIELDING DIRECTOR 0.50 X 0 0 0 DARLENE HOOLEY DIRECTOR 0.50 X 0 0 0 DR KENNETH WONG DIRECTOR 0.50 X 0 0 0 DR JOSEPH WISE DIRECTOR 0.50 X 0 0 0 RONALD BLOCKER DIRECTOR 0.50 X 0 0 0 DR PHILIP STREIFER DIRECTOR 0.50 X 0 0 0 STEVE FLEISCHMANN DIRECTOR 0.50 X 0 0 0 MATTHEW CHAPMAN PRESIDENT & CEO 40.00 X 360720 0 61660 JEFFREY STRICKLER EXECUTIVE VP & COO 40.00 X 293088 0 53694 GERI COHEN VP & CFO 40.00 X 180734 0 35550 JILL HEDRICK VP OF PARTNER ACCOUNTS 40.00 X 233179 0 45541 DONNA SCHULTZ VP OF ADVOCACY, MARKETING & PRODUCT 40.00 X 207934 0 37937 RAYMOND YEAGLEY VP & CHIEF ACADEMIC OFFICER 40.00 X 174375 0 35082 ANTOINETTE JAFFE VP OF HUMAN RESOURCES & ORGANIZATIONAL DEVELOPMENT 40.00 X 177850 0 34456 ANNE UDALL VP OF PROFESSIONAL DEVELOPMENT 40.00 X 169829 0 32249 JASON MENDENHALL VP OF PUBLISHING 40.00 X 174570 0 34468 EDWARD FREEMAN VP OF RESEARCH & DEVELOPMENT 40.00 X 174539 0 34797 JOHN O'HARA VP & CTO 40.00 X 197034 0 39202 JANICE LAROCCA VP OF PARTNER SERVICES 40.00 X 158616 0 30168 JOSEPH SCHERER EXECUTIVE DIRECTOR 40.00 X 157335 0 30730 ARNAND KAPUR DEVELOPMENT MANAGER 40.00 X 151447 0 22204 BRENT LIEBERMAN SENIOR DIRECTOR, MAJOR ACCOUNTS 40.00 X 159728 0 32817 MARK CAMPILLO SENIOR DIRECTOR,SOFTWARE ENGINEERING 40.00 X 159996 0 31461 3130974 0 592016 106 0 1 0 NELSON MULLINS RILEY & SCARBOROUGH LLP POST OFFICE DRAWER 11009 COLUMBIA SC 29211 GOVERNMENT RELATIONS/LOBBYING 286277 DYLAN WILIAM 41 W SHORE DR PENNINGTON NJ 08534 PROFESSIONAL DEVELOPMENT 181500 SALES READY GROUP LLC SARAH SEELAND 1125 NW 12TH STREET APT 916 PORTLAND OR 97209 SALES CONSULTING 145125 MOSS ADAMS LLP 805 SW BROADWAY SUITE 1200 PORTLAND OR 97205 ACCOUNTING 139430 STEPS LLC MICHAEL L GROVER 3325 DRIP ROCK DR MCKINNEY TX 75070 SALES CONSULTING 101000 5 LICENSING 611710 94281343 94281343 WORKSHOPS & CONSULTING 611710 7346455 7346455 SERVICE REVENUE 611710 6885240 6885240 108513038 150232 150232 975 35372 -34397 -34397 -34397 REIMBURSED COSTS 611710 65655 65655 65655 108694528 108578693 0 115835 X 79395 79395 3064604 2269454 795150 41757657 30912296 10845361 6074973 4495480 1579493 9476171 7056125 2420046 3946308 2920268 1026040 61889 61889 91293 50211 41082 286800 286800 12439615 7784990 4654625 1043712 1043712 1383965 888324 495641 1481848 1111386 370462 1953106 1953106 4233622 2878863 1354759 3469745 3231536 238209 738015 738015 10036570 9032913 1003657 414064 82813 331251 TRAINING & DEVELOPMENT 1995028 1741518 253510 DUES & SUBSCRIPTIONS 766951 575213 191738 GOVERNMENT RELATIONS 355623 241824 113799 REPAIR AND MAINTENANCE 275956 211040 64916 135039 101279 33760 105561949 79010435 26551514 0 7420876 6201935 6008750 7491021 19895226 4757027 1297784 1297784 1290082 1991507 21767526 15461506 6264362 6306020 130451 217919 42393401 35949583 419596 224112 85120528 64436908 9763522 9464817 39291285 23729639 18041114 13144625 11702680 8643321 78798601 54982402 X 6321927 9454506 6321927 9454506 85120528 64436908 3132579 0 X 0 1 X 1 0 X 64311022 73405037 83697130 100672300 108513020 430598509 64311022 73405037 83697130 100672300 108513020 430598509 0 116545 1493761 286309 3029240 2644838 7570693 116545 1493761 286309 3029240 2644838 7570693 423027816 258000 74107 122070 131987 150232 736396 258000 74107 122070 131987 150232 736396 119519 222271 182456 70221 65655 660122 64688541 73701415 84001656 100874508 108728907 431995027 0.97920 0.98180 0.00170 0.00290 X 8464 327176 335640 105226309 105561949 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 363190 292536 181476 335640 1172842 250000 250000 250000 250000 1000000 1500000 2005 8464 10469 1994378 839679 1154699 17435776 12987151 4448625 2337372 1634676 702696 6306020 ACCRUED RENT 3077631 DEFERRED COMPENSATION PLANS 154413 OBLIGATIONS UNDER CAPITAL LEASES 1830223 CONTINGENT CONSIDERATION 3581054 8643321 X 108728925 0 108728925 -34397 -34397 108694528 105596346 34397 34397 105561949 0 105561949 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. THE ASSOCIATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN ADMINISTRATIVE EXPENSES. THE ASSOCIATION HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2014 OR 2013. NO INTEREST AND PENALTIES HAVE BEEN ACCRUED FOR THE YEARS ENDED JUNE 30, 2014 AND 2013. THE ASSOCIATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION AND THE CALIFORNIA FRANCHISE TAX BOARD AND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2010 FOR ITS FEDERAL AND STATE FILINGS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS CLASSIFIED WITH REVENUE ON 990 -34,397. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS CLASSIFIED WITH REVENUE ON 990 34,397. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 3078 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 11391 EUROPE 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 4212 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 2764 NORTH AMERICA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 4487 SOUTH AMERCIA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 861 SOUTH ASIA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 1627 0 0 0 0 0 0 28420 0 28420 0 0 0 0 0 0 1 BIG BROTHERS BIG SISTERS COLUMBIA NORTHWEST 1827 NE 44TH AVENUE SUITE 100 PORTLAND OR 97213 931303640 170(B)(1)(A)(VI) 24046 PROVIDE CHILDREN FACING ADVERSITY WITH STRONG AND ENDURING, PROFESSIONALLY SUPPORTED ONE-TO-ONE RELATIONSHIPS THAT CHANGE THEIR LIVES FOR THE BETTER, FOREVER. ALL HANDS RAISED 2069 NE HOYT STREET PORTLAND OR 97232 931149798 170(B)(1)(A)(VI) 10000 MOBILIZE THE IDEAS, LEADERSHIP, POLITICAL SUPPORT, AND MONEY NECESSARY TO ENSURE A WORLD-CLASS EDUCATION FOR EVERY CHILD, IN EVERY PUBLIC SCHOOL, IN EVERY PORTLAND NEIGHBORHOOD. DAVID DOUGLAS EDUCATIONAL FOUNDATION 1500 SE 130TH AVENUE PORTLAND OR 97233 931067591 170(B)(1)(A)(VI) 10000 ENSURE SUCCESS FOR ALL DAVID DOUGLAS STUDENTS IN A VARIETY OF WAYS, TO ENHANCE EDUCATIONAL EXCELLENCE IN THE DISTRICT, TO ENCOURAGE COMMUNITY PARTNERSHIPS WITH THE SCHOOLS, TO PROMOTE INNOVATIVE EDUCATION PROGRAMS, AND TO ASSIST DAVID DOUGLAS CHILDREN IN NEED. 3 0 PART I, LINE 2: THE GRANT FUNDS ARE UNRESTRICTED CHARITABLE CONTRIBUTIONS TO EXEMPT ORGANIZATIONS UNDER IRS CODE SECTION 501(C)(3). X 1 1 X X X 0 0 0 0 0 0 0 0 0 MATTHEW CHAPMAN PRESIDENT & CEO 348920 0 0 0 11800 0 52500 0 9160 0 422380 0 0 0 JEFFREY STRICKLER EXECUTIVE VP & COO 288288 0 0 0 4800 0 44995 0 8699 0 346782 0 0 0 GERI COHEN VP & CFO 175934 0 0 0 4800 0 27370 0 8180 0 216284 0 0 0 JILL HEDRICK VP OF PARTNER ACCOUNTS 228379 0 0 0 4800 0 36552 0 8989 0 278720 0 0 0 DONNA SCHULTZ VP OF ADVOCACY, MARKETING & PRODUCT 203134 0 0 0 4800 0 30450 0 7487 0 245871 0 0 0 RAYMOND YEAGLEY VP & CHIEF ACADEMIC OFFICER 169575 0 0 0 4800 0 26775 0 8307 0 209457 0 0 0 ANTOINETTE JAFFE VP OF HUMAN RESOURCES & ORGANIZATION 173050 0 0 0 4800 0 26775 0 7681 0 212306 0 0 0 ANNE UDALL VP OF PROFESSIONAL DEVELOPMENT 165029 0 0 0 4800 0 24935 0 7314 0 202078 0 0 0 JASON MENDENHALL VP OF PUBLISHING 169770 0 0 0 4800 0 26775 0 7693 0 209038 0 0 0 EDWARD FREEMAN VP OF RESEARCH & DEVELOPMENT 169739 0 0 0 4800 0 26543 0 8254 0 209336 0 0 0 JOHN O'HARA VP & CTO 192234 0 0 0 4800 0 30831 0 8371 0 236236 0 0 0 JANICE LAROCCA VP OF PARTNER SERVICES 153816 0 0 0 4800 0 22950 0 7218 0 188784 0 0 0 JOSEPH SCHERER EXECUTIVE DIRECTOR 138015 0 0 0 19320 0 22216 0 8514 0 188065 0 0 0 ARNAND KAPUR DEVELOPMENT MANAGER 101047 0 0 0 50400 0 15150 0 7054 0 173651 0 0 0 BRENT LIEBERMAN SENIOR DIRECTOR, MAJOR ACCOUNTS 154928 0 0 0 4800 0 24656 0 8161 0 192545 0 0 0 MARK CAMPILLO SENIOR DIRECTOR,SOFTWARE ENGINEERING 155196 0 0 0 4800 0 23808 0 7653 0 191457 0 0 0 PART I, LINE 1A THE ASSOCIATION REIMBURSES CEO/PRESIDENT, MATT CHAPMAN, FOR ARLINGTON CLUB MONTHLY DUES. THIS WAS A PART OF THE ORIGINAL NEGOTIATION AND EMPLOYMENT AGREEMENT WITH THE BOARD, AS IT WAS DEEMED BENEFICIAL TO NWEA BECAUSE OF THE MEMBERSHIP AFFILIATION/NETWORKING. HOOLEY AND NAITO LLC ENTITY MORE THAN 35% OWNED BY DARLENE HOOLEY, DIRECTOR. 132187 THE ASSOCIATION ENGAGES HOOLEY AND NAITO, LLC TO PROVIDE ADVOCACY AND LOBBYING SERVICES. 0 FORM 990, PART VI, SECTION B, LINE 11 VP AND CFO, GERI COHEN, REVIEWS THE FORM 990 AND PRESENTS IT TO THE EXECUTIVE VP AND COO, JEFFREY STRICKLER, AS WELL AS THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, FOR REVIEW AND APPROVAL PRIOR TO FILING THE FORM 990 FORM 990, PART VI, SECTION B, LINE 12C SIGNED STATEMENTS ARE COLLECTED ANNUALLY FROM EACH DIRECTOR, OFFICER, COMMITTEE MEMBER 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, OFFICER OR COMMITTEE MEMBER 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, OFFICER OR COMMITTEE MEMBER 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 THE DIRECTOR OF HUMAN RESOURCES IN CONJUNCTION WITH THE CHIEF OPERATIONS OFFICER. FORM 990, PART VI, SECTION B, LINE 15 THE SETTING OF THE CEO AND OTHER EXECUTIVE PAY WAS DONE WITH AN INDEPENDENT COMPENSATION CONSULTANT WHO REVIEWED THE MARKET AND MADE RECOMMENDATIONS TO THE BOARD. THE BOARD TOOK THAT INDEPENDENT REVIEW, MARKET ANALYSIS AND RECOMMENDATIONS AND APPROVED AND SET THE PAY AND PAY RANGES FOR THE CEO AND OTHER MEMBERS OF THE EXECUTIVE TEAM. THE SAME APPROACH AND REVIEW WAS DONE FOR THE REST OF THE ORGANIZATION, WHICH WOULD INCLUDE DIRECTORS WITH AN OUTSIDE COMPENSATION CONSULTANT (DIFFERENT THAN THE ONE USED BY THE BOARD FOR THE EXECUTIVE GROUP TO KEEP THE RELATIONSHIPS INDEPENDENT) WORKING WITH HUMAN RESOURCES. 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 STAFF: PROGRAM SERVICE EXPENSES 1,492,777. MANAGEMENT AND GENERAL EXPENSES 524,489. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,017,266. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 6,292,213. MANAGEMENT AND GENERAL EXPENSES 4,130,136. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,422,349.