Non-profit

Oklahoma Retired Educators Association (OREA)

Website:

www.orea.org/

Location:

Oklahoma City, OK

Tax ID:

73-1331032

Budget (2021):

Revenue: $667,974
Expenses: $423,653
Assets: $1,039,761

Type:

Advocacy Nonprofit

Formation:

1952

Executive Director:

Sabra Tucker

Budget (2023):

Revenue $553,719
Expenses: $488,357
Total Asset: $1,188,388

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The Oklahoma Retired Educators Association (OREA) is a nonprofit that advocates more government spending on educators’ retirement benefits, specifically to increase funding for the Oklahoma Teachers Retirement System, 1 as well as raising money for legislators’ political campaigns. 2

The Oklahoma Retired Educators Association promotes pension systems using the more costly defined-benefit system over the defined-contribution 401(k)-type system. 3

Advocacy

Income Taxes

In October 2023, Sabra Tucker, executive director of OREA, spoke at the Pontotoc County Retired Educators Association event. 4 Tucker opposed state cutting personal income taxes 5 and told the crowd that Oklahoma was in the bottom 10 states for overall taxes and warned  that if personal income taxes are cut, property taxes would likely increase very significantly as they allegedly did in other states that cut personal income taxes. 6

ESG

The Oklahoma State Legislature passed House Bill 2034 in 2022 that stops state government retirement systems from investing in companies that “boycott energy companies.” 7 The Energy Discrimination Elimination Act of 2022 is referred to as Oklahoma’s anti-ESG (environmental, social and governance) law. 8

Don Keenan, a retired state employee and former president of the Oklahoma Public Employees Association, filed a lawsuit in November 2023 to block the enforcement of the law. 9 The Oklahoma Retired Educators Association supported Keenan’s lawsuit. 10

Oklahoma County District Court Judge Sheila Stinson issued a temporary injunction stopping enforcement of the law in May 2024. 11

Pension Cost-Of-Living Adjustment

In 2019, Tucker attended a rally at the state Capitol and spoke in favor of House Bill 2304, 12 which would have provided a four percent cost-of-living adjustment for all six of the state’s retirement funds. 13 The bill did not pass. 14

The Tulsa World reported in 2021 that Sarah Green, executive director of Oklahoma’s “long-beleaguered” teacher retirement system that regular cost-of-living increases as low as one percent would completely change the funding’s trajectory and derail progress on fully funding the system. 15

The Teachers’ Retirement System of Oklahoma’s Unfunded Actuarial Accrued Liability was $7.7 billion as of June 2021, 16 and was considered 71.5 percent funded. 17

In a November 17, 2021 post for the National Public Pension Coalition, Tucker claimed the Tulsa World reporter “missed some critical points.” 18 Tucker cited a study which said that Oklahoma’s pension funds were on “solid financial footing” and were “far better than defined-contribution 401(k)-style plans.” 19

Teacher Shortage

According to the National Education Association teachers’ union, the state of Oklahoma had 41,294 teachers and 649,013 students in 2016 to 2017. 20 There were 16.80 students enrolled per teacher that year. 21 In 2022 to 2023, there were 42,763 teachers and 651,940 students with 16.40 students enrolled per teacher. 22

In 2021, Tucker was quoted in a Tulsa World story that said the state’s worsening teacher shortage was unsustainable and additional compensation would be part of strategy to prevent more teachers from leaving. 23

Membership

The Oklahoma Retired Educators Association was formed in 1952 and stated in 2002 that there were 36,000 retirees in the state but only 13,000 active members in OREA. 24 OREA is divided into 10 districts. OREA claimed almost 15,000 members in 2023. 25

Financials

Oklahoma Retired Educators Association reported $553,719 in total revenue in 2022 and $488,357 in total expenses. It had total net assets of $1,182,841. 26 OREA collected $462,489 in membership dues and $20,858 in program services in 2022. 27

References

  1. Sapulpa Daily Herald staff report. “Creek County Retired Educators Express Concern Over Teacher Retirement Fund”; Sapulpa Daily Herald. Nov. 5, 2006. Accessed June 7, 2024.
  2. Sequoyah County Times staff report. “Retired Educators News”; Sequoyah County Times. Nov. 14, 2002. Accessed June 7, 2024.
  3.  Sabra Tucker. “Missing The Point: Interim Study Showed Much More”; National Public Pension Coalition. Nov. 17, 2021. Accessed June 7, 2024. https://protectpensions.org/2021/11/17/missing-point-interim-study-showed-much/
  4. Ada News staff report. “Pontotoc County Retired Educators Hear State Executive Director Sabra Tucker”; Ada News. Oct. 5, 2023. Accessed June 7, 2024. https://www.theadanews.com/pontotoc-county-retired-educators-hear-state-executive-director-sabra-tucker/article_97b97976-6203-11ee-9a28-efc255a09cec.html
  5. Ada News staff report. “Pontotoc County Retired Educators Hear State Executive Director Sabra Tucker”; Ada News. Oct. 5, 2023. Accessed June 7, 2024. https://www.theadanews.com/pontotoc-county-retired-educators-hear-state-executive-director-sabra-tucker/article_97b97976-6203-11ee-9a28-efc255a09cec.html.
  6. Ada News staff report. “Pontotoc County Retired Educators Hear State Executive Director Sabra Tucker”; Ada News. Oct. 5, 2023. Accessed June 7, 2024. https://www.theadanews.com/pontotoc-county-retired-educators-hear-state-executive-director-sabra-tucker/article_97b97976-6203-11ee-9a28-efc255a09cec.html.
  7. Steve Lewis. “State’s Anti-ESG Law Filled With Twists, Turns”; Oklahoma Policy Institute. May 13, 2024. Accessed June 11, 2024. https://okpolicy.org/states-anti-esg-law-filled-with-twists-turns-capitol-update/.
  8. Steve Lewis. “State’s Anti-ESG Law Filled With Twists, Turns”; Oklahoma Policy Institute. May 13, 2024. Accessed June 11, 2024. https://okpolicy.org/states-anti-esg-law-filled-with-twists-turns-capitol-update/.
  9. Carmen Forman. “State Retiree Files Legal Challenge Over Oklahoma’s Bank Boycott Law”; Oklahoma Voice. Nov. 20, 2023. Accessed June 11, 2024. https://oklahomavoice.com/2023/11/20/state-retiree-files-legal-challenge-over-oklahomas-bank-boycott-law/.
  10. Carmen Forman. “State Retiree Files Legal Challenge Over Oklahoma’s Bank Boycott Law”; Oklahoma Voice. Nov. 20, 2023. Accessed June 11, 2024. https://oklahomavoice.com/2023/11/20/state-retiree-files-legal-challenge-over-oklahomas-bank-boycott-law/.
  11. Clark Mindock. Ross Kerber. “Oklahoma Judge Blocks State’s Anti-ESG Law”; Reuters. May 9, 2024. Accessed June 11, 2024. https://www.insurancejournal.com/news/southcentral/2024/05/09/773519.htm.
  12. Barbara Hoberock. “Retirees Converge On Capitol Seeking Cost-Of-Living Adjustment”; Tulsa World. March 26, 2019. Accessed June 9, 2024. https://www.oklahoman.com/story/news/2019/03/26/retirees-converge-on-capitol-seeking-cost-of-living-adjustment/60465144007/.
  13. Barbara Hoberock. “Retirees Converge On Capitol Seeking Cost-Of-Living Adjustment”; Tulsa World. March 26, 2019. Accessed June 9, 2024. https://www.oklahoman.com/story/news/2019/03/26/retirees-converge-on-capitol-seeking-cost-of-living-adjustment/60465144007/.
  14. Oklahoma State Legislature. Bill Information For HB 2304. Accessed June 9, 2024. http://www.oklegislature.gov/BillInfo.aspx?Bill=hb2304&Session=1900
  15. Randy Krehbeil. “Regular Boosts To Retired Teachers’ Income Would Derail Progress Toward Fully Funding OTRS, Legislators Told”; Tulsa World. Nov. 5, 2021. Accessed June 7, 2024. https://tulsaworld.com/news/state-and-regional/govt-and-politics/regular-boosts-to-retired-teachers-income-would-derail-progress-toward-fully-funding-otrs-legislators-told/article_9a503d46-3d8e-11ec-84e4-8fd5230ca768.html.
  16. Teachers’ Retirement System Of Oklahoma. Actuarial Valuation Report As Of June 30, 2021. Accessed June 11, 2024. https://oklahoma.gov/content/dam/ok/en/trs/documents/publications/2021-Actuarial-Valuation-Report-FINAL.pdf.
  17. Teachers’ Retirement System Of Oklahoma. Actuarial Valuation Report As Of June 30, 2021. Accessed June 11, 2024. https://oklahoma.gov/content/dam/ok/en/trs/documents/publications/2021-Actuarial-Valuation-Report-FINAL.pdf.
  18. Sabra Tucker. “Missing The Point: Interim Study Showed Much More”; National Public Pension Coalition. Nov. 17, 2021. Accessed June 11, 2024. https://protectpensions.org/2021/11/17/missing-point-interim-study-showed-much/.
  19. Sabra Tucker. “Missing The Point: Interim Study Showed Much More”; National Public Pension Coalition. Nov. 17, 2021. Accessed June 11, 2024. https://protectpensions.org/2021/11/17/missing-point-interim-study-showed-much/.
  20. National Education Association. Ranking Of The States 2017 And Estimates Of School Statistics 2018. April 2019. Accessed June 11, 2014. https://www.nea.org/sites/default/files/2020-07/180413-Rankings_And_Estimates_Report_2018.pdf.
  21. National Education Association. Ranking Of The States 2017 And Estimates Of School Statistics 2018. April 2019. Accessed June 11, 2014. https://www.nea.org/sites/default/files/2020-07/180413-Rankings_And_Estimates_Report_2018.pdf.
  22. National Education Association. Ranking Of The States 2023 And Estimates Of School Statistics 2024. April 2024. Accessed June 11, 2024. https://www.nea.org/research-publications.
  23. Andrea Eger. “Oklahoma Lawmakers Studying Worsening Teacher Shortage”; Tulsa World. Oct. 19, 2021. Accessed June 11, 2024. https://krdo.com/news/2021/10/19/oklahoma-lawmakers-studying-worsening-teacher-shortage/.
  24. Muldrow Times Star staff report. “Oklahoma Retired Educators Legislative Seminar”; Muldrow Times Star. Nov. 20, 2002. Accessed June, 7, 2024.
  25. Oklahoma Retired Educators Association. Districts. Accessed June 11, 2024. https://www.orea.org/index.php/districts.
  26. Oklahoma Retired Educators Association. Form 990. Part I Summary. Accessed June 7, 2024. https://www.guidestar.org/profile/73-1331032.
  27. Oklahoma Retired Educators Association. Form 990. 2022. Part VIII Statement Of Revenue. Accessed June 12, 2024. https://www.guidestar.org/profile/73-1331032.
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Nonprofit Information

  • Accounting Period: August - July
  • Tax Exemption Received: February 1, 1990

  • Available Filings

    Period Form Type Total revenue Total functional expenses Total assets (EOY) Total liabilities (EOY) Unrelated business income? Total contributions Program service revenue Investment income Comp. of current officers, directors, etc. Form 990
    2021 Aug Form 990 $667,974 $423,653 $1,039,761 $2,033 N $0 $497,651 $8,005 $73,984
    2020 Aug Form 990 $602,660 $469,935 $797,673 $4,266 N $0 $530,135 $8,120 $66,597 PDF
    2019 Aug Form 990 $525,443 $470,811 $664,561 $3,879 N $0 $520,080 $8,954 $0 PDF
    2018 Aug Form 990 $506,263 $506,993 $609,747 $3,697 N $0 $458,894 $6,503 $0 PDF
    2017 Aug Form 990 $498,630 $492,690 $611,013 $4,233 N $0 $469,508 $3,856 $0 PDF
    2016 Aug Form 990 $520,552 $508,577 $614,357 $46,455 N $0 $459,938 $19,896 $0 PDF
    2015 Aug Form 990 $446,802 $465,884 $628,355 $72,428 N $0 $458,305 $-24,898 $0 PDF
    2014 Aug Form 990 $513,882 $461,769 $632,821 $57,812 N $0 $444,970 $48,167 $0 PDF
    2013 Aug Form 990 $471,022 $459,794 $584,578 $19,991 N $0 $440,694 $27,974 $0 PDF
    2012 Aug Form 990 $476,199 $471,643 $571,861 $18,502 N $0 $451,005 $22,600 $0 PDF
    2011 Aug Form 990 $469,198 $430,839 $566,149 $17,346 N $0 $450,057 $17,231 $0 PDF

    Additional Filings (PDFs)

    Oklahoma Retired Educators Association (OREA)

    PO BOX 18485
    Oklahoma City, OK 73154-0485