Civic Intelligence

Oregon Unions State Worker Training and Education Fund Tr

EIN 37-6706211 • 501(c)3 • Portland, OR

Profile

To build and deliver consistent and quality education in benefits, wellness, and equity to state employees.

Refreshing map…

525 NE Oregon StPortland, OR 97232

www.upliftoregon.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

34th percentile

-1.9%

Higher net margin than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

21st percentile

-6.6%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

56%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$560,019

Down $39,678 (-6.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$560,019

Down $39,678 (-6.6%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin34th percentile

Revenue

Up

$2,050,482

Up $732,389 (+56%) from 2023

Expenses

Up

$2,090,160

Up $160,705 (+8.3%) from 2023

Net Income

Up

-$39,678

Up $571,684 (+94%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2020: $622,695Liabilities 2020: $0Net Assets 2020: $622,6952020Assets 2021: $960,189Liabilities 2021: $0Net Assets 2021: $960,1892021Assets 2022: $1,211,059Liabilities 2022: $0Net Assets 2022: $1,211,0592022Assets 2023: $599,697Liabilities 2023: $0Net Assets 2023: $599,6972023Assets 2024: $560,019Liabilities 2024: $0Net Assets 2024: $560,0192024

Highlighted filing

2024

Assets$560,019
Liabilities$0
Net Assets$560,019
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $971,544Expenses 2020: $348,849Net Income 2020: $622,6952020Revenue 2021: $1,535,138Expenses 2021: $1,197,644Net Income 2021: $337,4942021Revenue 2022: $1,576,261Expenses 2022: $1,325,391Net Income 2022: $250,8702022Revenue 2023: $1,318,093Expenses 2023: $1,929,455Net Income 2023: -$611,3622023Revenue 2024: $2,050,482Expenses 2024: $2,090,160Net Income 2024: -$39,6782024

Highlighted filing

2024

Revenue$2,050,482
Expenses$2,090,160
Net Income-$39,678
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$560,019
Liabilities
$0
Net assets
$560,019
Revenue
$2,050,482
Expenses
$2,090,160
Net income
-$39,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$2.05$2.09$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$1.32$1.93$0.61
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$1.58$1.33$0.25
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.96$0.00$0.96$1.54$1.20$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.97$0.35$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$2,050,482
Mission and Program Overview

Mission

To build and deliver consistent and quality education in benefits, wellness, and equity to state employees.

Deliver consistent and quality education in benefits, wellness, and equity to state employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$599,697$560,019▼ $39,678
Cash and Non-Interest-Bearing Accounts$475,000$475,000→ $0
Savings and Temporary Cash Investments$124,697$85,019▼ $39,678
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$599,697$560,019▼ $39,678
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$599,697$560,019▼ $39,678
Total Liabilities and Net Assets / Fund Balance$599,697$560,019▼ $39,678
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Philip ShiltsChairperson
Travis BrouwerChairperson
Gail LevarioVice Chair
Dr Nakeia DanielsTrustee
Jade MccredyTrustee
Jennifer LiTrustee
Jim FranksTrustee
Melinda GrossTrustee
Mike PowersTrustee
Sophorn CheangTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,050,380
Investment Income
$102
Other Revenue
$0
Change in Net Assets
$-39,678

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,050,482
Total Revenue per Audited Statements
$2,050,482
Total Revenue per Form 990
$2,050,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,090,160
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$1,876,641$185,322$0$2,061,963
Insurance$0$16,539$0$16,539
Fees for Services Accounting$0$9,000$0$9,000
Fees for Services Legal$0$2,658$0$2,658
Total Functional Expenses$1,876,641$213,519$0$2,090,160

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,090,160
Total Expenses per Audited Statements$2,090,160
Total Expenses per Form 990$2,090,160
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 3:

“The plan has contracted with rise partnership to provide day-to-day administrative services to the plan.”

FORM 990, PART VI, SECTION B, LINE 11B:

“The board of trustees is provided a draft of the form 990. The form 990 is reviewed by the chair prior to filing.”

FORM 990, PART VI, SECTION B, LINE 12C:

“All members of the board of trustees are covered by the conflict-of-interest policy. If and when a potential conflict of interest is disclosed, the board of trustees will review the matter and determine the appropriate action, if any.”

FORM 990, PART VI, SECTION C, LINE 19:

“Plan documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Oregon - Unions State Worker Training and
EIN
37-6706211
In Care Of
% SARA DUERR RISE PARTNERSHIP
Phone
5033055148
Address
525 NE OREGON ST, PORTLAND, OR 97232

Signing Officer

Name
Katie Coombes
Title
executive director
Phone
9714084339
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Coombes
Formed
2020
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Kelly Pollard
Phone
4159563600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2A:

“The form 990 was prepared using the modified cash basis.”

FORM 990, PART XII, LINE 2C:

“The board of trustees is responsible for oversight of the annual audit and for selection of the independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would be sustained upon examination by a tax authority. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 508 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0STATE AGENCY CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02050380
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IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt02090160
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt02050482
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02050482
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02090160
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S EQUAL OPPORTUNITY PLEDGE APPEARS ON ITS WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE PLAN DOES NOT SOLICIT CONTRIBUTIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 4D:
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS CONTRACTED WITH RISE PARTNERSHIP TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES TO THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES IS PROVIDED A DRAFT OF THE FORM 990. THE FORM 990 IS REVIEWED BY THE CHAIR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MEMBERS OF THE BOARD OF TRUSTEES ARE COVERED BY THE CONFLICT-OF-INTEREST POLICY. IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE BOARD OF TRUSTEES WILL REVIEW THE MATTER AND DETERMINE THE APPROPRIATE ACTION, IF ANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PLAN DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 WAS PREPARED USING THE MODIFIED CASH BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND FOR SELECTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd0false
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RISE Partnership
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SERVICE EMPLOYEES INTERNATIONL UNION 503
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0883573790
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1930323147
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Ed Delivery
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0line 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0525 NE Oregon St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 12159

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