2012-07-10T12:18:06-05:00 2011-08-31 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2010-09-01 930553346 EDUCATION NORTHWEST EDUC 5032759500 101 SW MAIN STREET NO 500 PORTLAND OR 972043297 CAROL F THOMAS 5032759500 2012-07-02 1 TODD D MASSINGER 5032205900 2010 2016-02-24 21:20:13Z CAROL F THOMAS 101 SW MAIN STREET NO 500 PORTLAND OR 972043297 17991538 0 X EDUCATIONNORTHWEST.ORG X 1966 OR TO IMPROVE EDUCATIONAL RESULTS FOR CHILDREN, YOUTH AND ADULTS BY PROVIDING RESEARCH AND DEVELOPMENT ASSISTANCE IN DELIVERING EQUITABLE, HIGH-QUALITY EDUCATIONAL PROGRAMS. THE ORGANIZATION PROVIDES RESEARCH AND DEVELOPMENT ASSISTANCE TO EDUCATION, GOVERNMENT, COMMUNITY AGENCIES, BUSINESS AND LABOR. 29 29 141 0 0 0 0 0 18443881 17385623 237992 223105 303366 257407 18985239 17866135 0 0 0 0 11254059 9972901 0 0 0 7673506 8997878 18927565 18970779 57674 -1104644 13456870 13462387 2782370 3001263 10674500 10461124 IMPROVE LEARNING BY BUILDING CAPACITY IN SCHOOLS, FAMILIES, AND COMMUNITIES THROUGH APPLIED RESEARCH AND DEVELOPMENT. 0 0 14737976 17587526 EDUCATIONAL RESEARCH, DEVELOPMENT, EVALUATION, DISSEMINATION, TRAINING AND TECHNICAL ASSISTANCE ACTIVITIES FOR THE US GOVERNMENT, VARIOUS STATE, LOCAL, AND INTERMIDIATE EDUCATION AGENCIES. 14737976 1 0 0 1 0 0 0 0 0 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 189 0 141 1 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 OR X JOY BELL 5032759500 101 SW MAIN STSTE 500 PORTLAND OR 97204 JERRY COLONNA 1.00 X X 0 0 0 JANNETTE R HILL 1.00 X 0 0 0 JEFFREY WELDON 1.00 X X 0 0 0 BARBARA ADAMS 1.00 X 0 0 0 STEVE BRADSHAW 1.00 X 0 0 0 ALAN BURKE 1.00 X 0 0 0 SUSAN CASTILLO 1.00 X 0 0 0 KARANJA CREWS 1.00 X 0 0 0 JUAN CARLOS CUADROS 1.00 X 0 0 0 RANDY DORN 1.00 X 0 0 0 PATRICK HAGGARTY 1.00 X 0 0 0 JERI HARRIS 1.00 X 0 0 0 MARY ALICE HEUSCHEL 1.00 X 0 0 0 WENDY S HORMAN 1.00 X 0 0 0 DENISE JUNEAU 1.00 X 0 0 0 JERRY KEANE 1.00 X 0 0 0 TOM LUNA 1.00 X 0 0 0 BRUCE MESSINGER 1.00 X 0 0 0 SEAN MURRAY 1.00 X 0 0 0 PERLA RODRIGUEZ 1.00 X 0 0 0 MO SANDERS 1.00 X 0 0 0 FREDERICK STRIKER 1.00 X 0 0 0 TOM STRITIKUS 1.00 X 0 0 0 CAROL VANDERWEGE 1.00 X 0 0 0 CODY CLAVER 1.00 X 0 0 0 NANCY COOPERSMITH 1.00 X 0 0 0 ED DENNIS 1.00 X 0 0 0 ROBERTA EVANS 1.00 X 0 0 0 MICHAEL HANLEY 1.00 X 0 0 0 RANDY HITZ 1.00 X 0 0 0 LES MORSE 1.00 X 0 0 0 LUCI WILLITS 1.00 X 0 0 0 CAROL THOMAS 40.00 X 276833 0 43554 STEVE FLEISCHMAN 40.00 X 223850 0 37447 JOY BELL 40.00 X 138809 0 26391 STEVE NELSON 40.00 X 164369 0 29714 EUGENE STORY 40.00 X 119219 0 22874 EVE MCDERMOTT 40.00 X 127640 0 24939 KATHRYN HOYT 40.00 X 124354 0 24512 DANETTE PARSLEY 40.00 X 158450 0 28890 ROB LARSON 40.00 X 125382 0 24646 1458906 0 262967 15 0 1 0 BANK STREET COLLEGE OF EDUCATION 610 WEST 112TH STREET NEW YORK NY 10025 TRAINING 328821 RMC RESEARCH CORP 1501 WILSON BLVD 1250 ARLINGTON VA 22209 RESEARCH 275175 PACIFIC RESOURCES FOR EDUC & LEARNING 900 FORT STREET MALL STE 1300 HONOLULU HI 96813 TRAINING & TECHNICAL ASSISTANCE 124787 JEAN CARROCCIO & ASSOC 2996 SOUTH NEWPORT STREET DENVER CO 80224 TRAINING 116466 4 GRANTS AND CONTRACTS 611710 17050807 17050807 CONFERENCES 900099 334816 334816 17385623 223105 223105 55504 55504 323415 125403 198012 198012 OTHER REVENUE 900099 3891 3891 3891 17866135 17587526 0 278609 897810 183886 713924 6637883 5195325 1442558 978958 847754 131204 729793 590654 139139 728457 585162 143295 3273 3273 61100 61100 66665 66665 4871666 4662136 209530 413930 337488 76442 2553834 1774059 779775 486910 379277 107633 51129 51129 262335 182235 80100 28537 28537 BUSINESS DEVELOPMENT 219589 219589 OTHER EXPENSES 93491 93491 CONTRACT ADVOCACY 71721 71721 UNDERABSORBED INDIRECT -186302 -186302 18970779 14737976 4232803 0 574234 825958 2206952 1950574 188370 200889 177302 259200 1842051 669669 1385638 1172382 5085719 5042523 3351456 3337360 487199 673501 13456870 13462387 1423397 1516191 543191 451325 815782 1033747 2782370 3001263 X 10674500 10461124 10674500 10461124 13456870 13462387 X -1104644 891268 X X 0 1 1 X 1 1 X 23262280 22628766 21587015 18783282 17709038 103970381 23262280 22628766 21587015 18783282 17709038 103970381 0 0 0 103970381 417815 342052 355594 302389 278609 1696459 417815 342052 355594 302389 278609 1696459 685 8829 3891 13405 23680095 22970818 21943294 19094500 17991538 105680245 0.98380 0.98390 0.01610 0.01600 X 0 0 0 0 0 1 30000 1 50455 0 0 80455 0 PART IV, SUPPLEMENTAL INFORMATION: TO PARTICIPATE AND PROVIDE INFORMATION THAT WOULD SUPPORT THE IMPROVEMENT OF LEARNING WITHIN SCHOOLS AND COMMUNITIES, THE ORGANIZATION MADE PAYMENTS TO ANOTHER ORGANIZATION AND INCURRED COSTS ITSELF IN EFFORTS TO CONTACT AND COMMUNICATE WITH LEGISLATIVE BODIES. THE TOTAL FUNDS EXPENDED ON THESE ACTIVIES REPRESENTED LESS THAN .5% OF THE ORGANIZATION'S TOTAL REVENUE FOR THE YEAR. 1842051 669669 1172382 1172382 DEBT SECURITIES 3143534 F MONEY MARKET FUND 193826 F 3337360 CUMULATIVE UNDERABSORBED INDIRECT COSTS 673501 673501 POST RETIREMENT BENEFIT OBLIGATION 93245 CAPITAL LEASE OBLIGATION 580289 DEFERRED RENT OBLIGATION 360213 1033747 17866135 18970779 -1104644 891268 891268 -213376 18816141 891268 125403 1016671 17799470 66665 66665 17866135 19029517 125403 125403 18904114 66665 66665 18970779 PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 125,403. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 66,665. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 125,403. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 66,665. X X X 0 0 0 0 0 0 0 0 0 CAROL THOMAS 276833 0 0 0 0 0 35208 0 8346 0 320387 0 0 0 STEVE FLEISCHMAN 223850 0 0 0 0 0 29101 0 8346 0 261297 0 0 0 JOY BELL 138809 0 0 0 0 0 18045 0 8346 0 165200 0 0 0 STEVE NELSON 164369 0 0 0 0 0 21368 0 8346 0 194083 0 0 0 EVE MCDERMOTT 127640 0 0 0 0 0 16593 0 8346 0 152579 0 0 0 DANETTE PARSLEY 158450 0 0 0 0 0 20544 0 8346 0 187340 0 0 0 ROB LARSON 125382 0 0 0 0 0 16300 0 8346 0 150028 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CEO AND OTHER MANAGEMENT OF THE ORGANIZATION BEFORE IT IS PROVIDED TO THE BOARD OF DIRECTORS AND FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY A CONFLICT OF INTEREST STATEMENT IS SIGNED BY EACH DIRECTOR AND EMPLOYEE OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION CONTRACTS WITH AN INDEPENDENT COMPANY TO PERFORM A SALARY REVIEW. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 891,268. FORM 990, PART XI, LINE 2C THE OVERSIGHT PROCESS OF THE ANNUAL AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR.