American Federation of Teachers Oregon Federation 5017

Nonprofit profile at a glance

EIN
930803139
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Tigard, OR, USA
Phone
5036579974
Rating confidence
Limited

Official website

Reported finances

Revenue
$7,000,828
Expenses
$6,240,376
Assets
$7,263,136
Liabilities
$3,917,296

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

28 people listed

Executive titles in this filing

  • SARINA ROHER (PRESIDENT)
  • JONATHAN BAKER (VICE-PRESIDENT)

Highest reported compensation

  • KEELY GLASSLEY (OPERATIONS DIRECTOR): $181,644 total reported compensation
  • ZENAIDO GONZALEZ REYNA (FINANCE DIRECTOR): $169,172 total reported compensation
  • DOROTHY VIBBERT (INTERNAL ORGANIZER): $165,188 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Serviced many members with grievances and other employment and contract related matters. The organization promotes health care within the community and seeks to educate the community members about health risks and how to live healthier lives.

What it reported doing in 2024

The union represents approximately 5,800 health care workers at kaiser, st. Charles health and peacehealth facilities in the greater portland, Oregon and vancouver, Washington areas as well as bend, Oregon. The union employed full-time staff to serve members' needs and to provide representation in accordance with collective bargaining agreements. The local keeps members informed about workplace issues and labor management relations through meetings, publications, etc. The union also provides contractual, employment related, legal assistance and increases membership through recruiting prospective members and organizing new bargaining units. The local negotiates contracts for members through the collective bargaining process.

Operating model

Revenue model
Earned-program. 93% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 74
  • Accountability: 69
  • Sustainability: 46
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 63.2%; rating input score 63; 10th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 10.9%; rating input score 64; 64th percentile among comparable filings
  • Total-asset coverage ratio: 1.16; rating input score 42; 42nd percentile among comparable filings
  • Liabilities to assets ratio: 0.54; rating input score 19; 19th percentile among comparable filings
  • Officer compensation ratio: 19%; rating input score 13; 13th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 8% per year; rating input score 100; 60th percentile among comparable filings
  • Asset growth: 14.9% per year; rating input score 100; 74th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 12 of 19 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment
  • Leadership: top reported pay $182K · 28 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $130K reported
  • Consistency: 11 of 11 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 16 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 42/100.
  • High — Sustainability: Officer compensation ratio scored 13/100.
  • High — Sustainability: Liabilities to assets ratio scored 19/100.