2014-02-14T17:13:30-06:00 2013-06-30 910189318 MOSS ADAMS LLP 805 SW BROADWAY 1200 PORTLAND OR 97205 990 2012-07-01 930686108 NORTHWEST EVALUATION ASSOCIATION NORT 5036241951 121 NW EVERETT STREET PORTLAND OR 97209 JEFFREY P STRICKLER 5036241951 2014-02-11 1 WENDY CAMPOS P00448102 5032421447 2012 2015-11-30 17:44:51Z JEFFREY P STRICKLER 121 NW EVERETT STREET PORTLAND OR 97209 100876707 0 X WWW.NWEA.ORG X 1977 OR PARTNERING TO HELP ALL KIDS LEARN. 8 7 612 8 0 0 0 0 83697130 100672300 98713 134186 182456 70221 83978299 100876707 78650 67500 0 0 51791377 57804703 0 0 0 37088582 37284227 88958609 95156430 -4980310 5720277 84062137 85120528 83460487 78798601 601650 6321927 PARTNERING TO HELP ALL KIDS LEARN. 0 0 71324616 67500 100742521 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. 71324616 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 1 245 0 1 612 1 0 0 0 0 0 0 0 0 0 0 X 8 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 JEFFREY P STRICKLER 5036241951 121 NW EVERETT STREET PORTLAND OR 97209 DR BRENDA TANNER 0.50 X X 0 0 0 DR JIM ANGERMEYR 0.50 X X 0 0 0 RONALD BLOCKER 0.50 X 0 0 0 LYNN FIELDING 0.50 X 0 0 0 DARLENE HOOLEY 0.50 X 0 0 0 DR PHILIP STREIFER 0.50 X 0 0 0 DR JOSEPH WISE 0.50 X 0 0 0 DR KENNETH WONG 0.50 X 0 0 0 MATTHEW CHAPMAN 40.00 X 361378 0 62389 JEFFREY STRICKLER 40.00 X 275812 0 46949 GERI COHEN 40.00 X 163113 0 31075 JILL HEDRICK 40.00 X 208977 0 40400 DONNA SCHULTZ 40.00 X 205045 0 36561 RAYMOND YEAGLEY 40.00 X 173914 0 32707 ANTOINETTE JAFFE 40.00 X 159751 0 30317 ANNE UDALL 40.00 X 164174 0 30388 JASON MENDENHALL 40.00 X 152424 0 29748 EDWARD FREEMAN 40.00 X 152783 0 25987 DAVID MILLS 40.00 X 154990 0 21614 JOSEPH SCHERER 40.00 X 154842 0 27995 VIRGINIA HOPKINS 40.00 X 156473 0 6039 JANICE LAROCCA 40.00 X 155599 0 28804 SONJA RYSKO 40.00 X 154082 0 21614 2793357 0 472587 93 0 1 0 HOOLEY & NAITO LLC 6122 SW RIVERPOINT LANE PORTLAND OR 97239 GOVERNMENT RELATIONS 202800 MOSS ADAMS LLP 805 SW BROADWAY SUITE 1200 PORTLAND OR 97205 ACCOUNTING 180488 SALES READY GROUP LLC SARAH SEELAND 7931 SE 36TH AVENUE PORTLAND OR 97202 SALES CONSULTING 133175 SPOKE SOFTWARE LLC LEO BARTNIK 21469 SW ROELICH AVENUE SHERWOOD OR 97140 SOFTWARE CONSULTING 125055 PAT SANTONACITA 102 VALLEY ROAD GLEN ROCK NJ 07452 BUSINESS CONSULTING 124605 7 LICENSING 611710 86393704 86393704 WORKSHOPS & CONSULTING 611710 8128153 8128153 SERVICE REVENUE 611710 6150443 6150443 100672300 131987 131987 2199 0 2199 2199 2199 REIMBURSED COSTS 611710 70221 70221 70221 100876707 100742521 0 134186 X 62500 62500 5000 5000 2514295 1873002 641293 37968050 28111916 9856134 5396487 3993400 1403087 8383225 6287419 2095806 3542646 2621558 921088 102363 102363 89543 49249 40294 63000 63000 10544185 6742892 3801293 1533766 1533766 1355120 889100 466020 1260560 945420 315140 1384545 1384545 4057231 2758917 1298314 3567372 3310863 256509 984256 984256 9647891 8683102 964789 435900 87180 348720 TRAINING & DEVELOPMENT 962795 895675 67120 DUES & SUBSCRIPTIONS 409413 307060 102353 GOVERNMENT RELATIONS 349739 237823 111916 TRAINING & DEVELOPMENT 275734 187499 88235 260814 191367 69447 95156430 71324616 23831814 0 5336321 7420876 2446875 6008750 16763473 19895226 1271963 1297784 1374997 1290082 18266657 12002295 7613916 6264362 71161 130451 48922235 42393401 261196 419596 84062137 85120528 11001089 9763522 37276626 39291285 21838059 18041114 13344713 11702680 83460487 78798601 X 601650 6321927 601650 6321927 84062137 85120528 5720277 0 X 0 1 X 1 0 X 54078096 64311022 73405037 83697130 100672300 376163585 54078096 64311022 73405037 83697130 100672300 376163585 0 253824 116545 1493761 286309 3029240 5179679 253824 116545 1493761 286309 3029240 5179679 370983906 507376 258000 74107 122070 131987 1093540 507376 258000 74107 122070 131987 1093540 22666 119519 222271 182456 70221 617133 54608138 64688541 73701415 84001656 100874508 377874258 0.98180 0.98490 0.00290 0.00510 X 181476 181476 94974954 95156430 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 557337 363190 292536 181476 1394539 250000 250000 250000 250000 1000000 1500000 2005 2005 2118728 775570 1343158 13852641 10022869 3829772 2295288 1203856 1091432 6264362 ACCRUED RENT 3100538 DEFERRED COMPENSATION PLANS 146137 OBLIGATIONS UNDER CAPITAL LEASES 3415121 CONTINGENT CONSIDERATION 5040884 11702680 X 100874508 0 100874508 2199 2199 100876707 95154231 -2199 -2199 95156430 0 95156430 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013 OR 2012. NO INTEREST AND PENALTIES HAVE BEEN ACCRUED FOR THE YEARS ENDED JUNE 30, 2013 AND 2012. 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 2009 FOR ITS FEDERAL AND STATE FILINGS. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF ASSETS CLASSIFIED WITH REVENUE ON 990 2,199. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN ON SALE OF ASSETS CLASSIFIED WITH REVENUE ON 990 -2,199. SOUTH AMERCIA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 5915 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 1207 EUROPE 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 8269 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 3648 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 3051 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 8950 NORTH AMERICA 0 0 PROGRAM SERVICES TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES 3238 0 0 0 0 0 0 34278 0 34278 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) 19000 PROVIDE CHILDREN FACING ADVERSITY WITH STRONG AND ENDURING, PROFESSIONALLY SUPPORTED ONE-TO-ONE RELATIONSHIPS THAT CHANGE THEIR LIVES FOR THE BETTER, FOREVER UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 97203 930401259 170(B)(1)(A)(II) 5500 SUPPORT HIGHER EDUCATION FOR A DIVERSE COMMUNITY OF SCHOLARS STAND FOR CHILDREN 516 SE MORRISON ST SUITE 420 PORTLAND OR 97214 521957214 170(B)(1)(A)(VI) 7000 TO PROMOTE THE ORGANIZATION'S MISSION TO DEVELOP COMMUNITY LEADERS 3 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 361378 0 0 0 0 0 55542 0 6847 0 423767 0 0 0 JEFFREY STRICKLER 275812 0 0 0 0 0 40125 0 6824 0 322761 0 0 0 GERI COHEN 163113 0 0 0 0 0 24750 0 6325 0 194188 0 0 0 JILL HEDRICK 208977 0 0 0 0 0 33750 0 6650 0 249377 0 0 0 DONNA SCHULTZ 205045 0 0 0 0 0 30000 0 6561 0 241606 0 0 0 RAYMOND YEAGLEY 173914 0 0 0 0 0 26250 0 6457 0 206621 0 0 0 ANTOINETTE JAFFE 159751 0 0 0 0 0 24000 0 6317 0 190068 0 0 0 ANNE UDALL 164174 0 0 0 0 0 24000 0 6388 0 194562 0 0 0 JASON MENDENHALL 152424 0 0 0 0 0 23438 0 6310 0 182172 0 0 0 EDWARD FREEMAN 152783 0 0 0 0 0 19710 0 6277 0 178770 0 0 0 DAVID MILLS 154990 0 0 0 0 0 16380 0 5234 0 176604 0 0 0 JOSEPH SCHERER 154842 0 0 0 0 0 21780 0 6215 0 182837 0 0 0 VIRGINIA HOPKINS 156473 0 0 0 0 0 5000 0 1039 0 162512 0 0 0 JANICE LAROCCA 155599 0 0 0 0 0 22500 0 6304 0 184403 0 0 0 SONJA RYSKO 154082 0 0 0 0 0 16380 0 5234 0 175696 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. 63000 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 EIGHTEEN (18) 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. OTHER FEES FORM 990, PART IX, LINE 11G CONTRACTED STAFF: PROGRAM SERVICE EXPENSES 2,200,872. MANAGEMENT AND GENERAL EXPENSES 773,279. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,974,151. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 4,542,020. MANAGEMENT AND GENERAL EXPENSES 3,028,014. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,570,034.