Civic Intelligence

Oea Choice Trust

990 • Fiscal year 2010 • EIN 93-0763726

Jul 01, 2009 to Jun 30, 2010 • Filed on Feb 09, 2011

Organization ProfileWWW.OEACHOICE.COM

View Organization Page

6900 Sw Atlanta Street Bldg 297223
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.03x

Higher debt load relative to assets than 46% of similar nonprofits.

2010 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets46th percentile

Assets

$51,985,144

No earlier filing loaded for comparison.

Net Assets

$50,328,026

No earlier filing loaded for comparison.

Liabilities

$1,657,118

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$7,785,850

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $51,985,144Liabilities 2010: $1,657,118Net Assets 2010: $50,328,0262010Assets 2011: $57,487,118Liabilities 2011: $1,526,238Net Assets 2011: $55,960,8802011Assets 2012: $57,314,573Liabilities 2012: $1,468,101Net Assets 2012: $55,846,4722012Assets 2013: $59,893,987Liabilities 2013: $1,210,563Net Assets 2013: $58,683,4242013Assets 2014: $66,144,240Liabilities 2014: $1,074,373Net Assets 2014: $65,069,8672014Assets 2015: $66,167,204Liabilities 2015: $677,556Net Assets 2015: $65,489,6482015Assets 2016: $64,458,496Liabilities 2016: $347,813Net Assets 2016: $64,110,6832016Assets 2017: $70,720,410Liabilities 2017: $544,740Net Assets 2017: $70,175,6702017Assets 2018: $74,815,473Liabilities 2018: $416,493Net Assets 2018: $74,398,9802018Assets 2019: $77,685,420Liabilities 2019: $448,452Net Assets 2019: $77,236,9682019Assets 2020: $79,857,670Liabilities 2020: $511,613Net Assets 2020: $79,346,0572020Assets 2021: $94,244,958Liabilities 2021: $605,874Net Assets 2021: $93,639,0842021Assets 2022: $81,134,339Liabilities 2022: $165,420Net Assets 2022: $80,968,9192022Assets 2023: $86,615,977Liabilities 2023: $408,272Net Assets 2023: $86,207,7052023Assets 2024: $92,441,137Liabilities 2024: $399,699Net Assets 2024: $92,041,4382024Assets 2025: $97,958,195Liabilities 2025: $273,634Net Assets 2025: $97,684,5612025

Highlighted filing

2010

Assets$51,985,144
Liabilities$1,657,118
Net Assets$50,328,026
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $7,785,8502010Expenses 2011: $2,822,1032011Revenue 2012: $2,419,312Expenses 2012: $2,295,585Net Income 2012: $123,7272012Expenses 2013: $2,623,4742013Revenue 2014: $3,807,657Expenses 2014: $2,220,238Net Income 2014: $1,587,4192014Revenue 2015: $3,251,464Expenses 2015: $2,272,761Net Income 2015: $978,7032015Revenue 2016: $2,831,643Expenses 2016: $2,078,613Net Income 2016: $753,0302016Revenue 2017: $1,948,699Expenses 2017: $2,248,643Net Income 2017: -$299,9442017Revenue 2018: $9,757,518Expenses 2018: $2,260,113Net Income 2018: $7,497,4052018Revenue 2019: $3,066,673Expenses 2019: $2,781,035Net Income 2019: $285,6382019Revenue 2020: $2,549,575Expenses 2020: $2,791,064Net Income 2020: -$241,4892020Revenue 2021: $4,398,957Expenses 2021: $2,957,450Net Income 2021: $1,441,5072021Revenue 2022: $4,340,549Expenses 2022: $4,581,287Net Income 2022: -$240,7382022Revenue 2023: $4,342,619Expenses 2023: $3,082,130Net Income 2023: $1,260,4892023Revenue 2024: $5,277,351Expenses 2024: $3,600,193Net Income 2024: $1,677,1582024Revenue 2025: $4,995,451Expenses 2025: $3,788,663Net Income 2025: $1,206,7882025

Highlighted filing

2010

Revenue-
Expenses$7,785,850
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Feb 9, 2011
Return Version
2009v1.7
Gross Receipts
$24,374,853
Mission and Program Overview

Mission

The administration and promotion of health and well-being to qualified educational organizations for self-designed wellness programs created and personalized by school employees for school employees.

Major Activities

Activity 2
The organization provides for the establishment, funding and administration of benefit programs for persons engaged in public education in oregon. During the year ended 6/30/10, there were in excess of 894 participants from 7 participating employers.
Filing and Contact Details

Filer

EIN
93-0763726
Raw XML AppendixShowing 400 of 603 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY01183196
IRS990/AccountsPayableAccruedExpenses/EOY0975775
IRS990/AccountsReceivable/BOY0232900
IRS990/AccountsReceivable/EOY031211
IRS990/ActivitiesConductedPartnership00
IRS990/Activity2/Description0THE ORGANIZATION PROVIDES FOR THE ESTABLISHMENT, FUNDING AND ADMINISTRATION OF BENEFIT PROGRAMS FOR PERSONS ENGAGED IN PUBLIC EDUCATION IN OREGON. DURING THE YEAR ENDED 6/30/10, THERE WERE IN EXCESS OF 894 PARTICIPANTS FROM 7 PARTICIPATING EMPLOYERS.
IRS990/ActivityOrMissionDescription0PROMOTE HEALTH AND WELL-BEING OF OREGON SCHOOL EMPLOYEES THROUGH THE PROVISION OF WELLNESS GRANTS
IRS990/AddressPrincipalOfficerUS/AddressLine106900 Sw Atlanta Street Bldg 2
IRS990/AddressPrincipalOfficerUS/City0Tigard
IRS990/AddressPrincipalOfficerUS/State0OR
IRS990/AddressPrincipalOfficerUS/ZIPCode097223
IRS990/Advertising/Total011033
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BalanceSheetAmountsReported01
IRS990/BenefitsPaidToMembersCY05171237
IRS990/BenefitsPaidToMembersPriorYear041672243
IRS990/BenefitsToMembers/Total05171237
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY032147944
IRS990/CapStckTrstPrinCurrentFunds/EOY050328026
IRS990/CashNonInterestBearing/BOY0316546
IRS990/CashNonInterestBearing/EOY0-18435
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/Total0418735
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO01
IRS990/CompensationProcessOther01
IRS990/ConferencesMeetings/Total0320
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine105321 WINDSOR TERRACE
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine11121 SW Morrison Street 11th floor
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0WESTLINN
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City1Portland
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0OR
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State1OR
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode097068
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode197204
IRS990/ContractorCompensation/Compensation0210000
IRS990/ContractorCompensation/Compensation1107729
IRS990/ContractorCompensation/DescriptionOfServices0SYSTEM MAINTENANCE & LEASED EQUIPMENT
IRS990/ContractorCompensation/DescriptionOfServices1LEGAL
IRS990/ContractorCompensation/NameOfContractor/NamePerson0NATIONAL SOFTWARE ASSOCIATES
IRS990/ContractorCompensation/NameOfContractor/NamePerson1GARVEY SCHUBERT BARER
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DeferredRevenue/BOY0184977
IRS990/DeferredRevenue/EOY0278
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/Total05582
IRS990/DescribedIn501C300
IRS990/Description0DUE TO STATE LEGISLATION CHANGES (SENATE BILL 426) THE TRUST HAS MOVED IN A NEW DIRECTION TO ASSIST IN PROMOTING THE HEALTH AND WELL-BEING OF OREGON SCHOOL EMPLOYEES THROUGH THE PROVISION OF WELLNESS GRANTS TO QUALIFIED EDUCATIONAL ORGANIZATIONS FOR SELF-DESIGNED WELLNESS PROGRAMS CREATED AND PERSONALIZED BY SCHOOL EMPLOYEES FOR SCHOOL EMPLOYEES.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/EmploymentTaxReturnsFiled01
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total049125
IRS990/FeesForServicesLegal/Total0111659
IRS990/FeesForServicesOther/Total082011
IRS990/FinancialStatementConsolidated0X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek540.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek640.00
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/NamePerson0JOHN NEHL
IRS990/Form990PartVIISectionA/NamePerson1MAURICE HICKS
IRS990/Form990PartVIISectionA/NamePerson2MARY LOU BECK
IRS990/Form990PartVIISectionA/NamePerson3GAIL RASMUSSEN
IRS990/Form990PartVIISectionA/NamePerson4DENNIS HIGGINBOTHAM
IRS990/Form990PartVIISectionA/NamePerson5STEVE MCNANNAY
IRS990/Form990PartVIISectionA/NamePerson6JAMES JOBES
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation517643
IRS990/Form990PartVIISectionA/OtherCompensation617643
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization5401025
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization6254299
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs3168938
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE PRESIDENT
IRS990/Form990PartVIISectionA/Title2TRUSTEE SECRETARY
IRS990/Form990PartVIISectionA/Title3OEA PRESIDENT
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990PartVIISectionA/Title5EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionA/Title6MARKETING REP
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities0-57245
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY0291754
IRS990/GrantsAndSimilarAmntsPriorYear0147007
IRS990/GrantsToDomesticOrgs/Total0291754
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts024374853
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/Insurance/Total019745
IRS990/InvestmentIncomeCurrentYear01268952
IRS990/InvestmentIncome/ExclusionAmount01326197
IRS990/InvestmentIncomePriorYear0737838
IRS990/InvestmentIncome/TotalRevenueColumn01326197
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY0461985
IRS990/InvestmentsOtherSecurities/EOY0732415
IRS990/InvestmentsPubTradedSecurities/BOY025292574
IRS990/InvestmentsPubTradedSecurities/EOY030212589
IRS990/LandBldgEquipmentAccumDeprec0181583
IRS990/LandBuildingsEquipmentBasis0218877
IRS990/LandBuildingsEquipmentBasisNet/BOY031105
IRS990/LandBuildingsEquipmentBasisNet/EOY037294
IRS990/LessCostOthBasisSalesExpenses/Securities057245
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO PROVIDE FLEXIBLE, COST EFFECTIVE HEALTH BENEFITS AND SUPERIOR CUSTOMER SERVICE TO EMPLOYEES AND THEIR FAMILIES OF OREGON'S PUBLIC SCHOOLS AND COMMUNITY COLLEGES.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0STEVE MCNANNAY
IRS990/NbrIndependentVotingMembers04
IRS990/NbrVotingGoverningBodyMembers05
IRS990/NbrVotingMembersGoverningBody05
IRS990/NetAssetsOrFundBalancesBOY032147944
IRS990/NetAssetsOrFundBalancesEOY050328026
IRS990/NetGainOrLossInvestments/ExclusionAmount0-57245
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-57245
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109603
IRS990/NumberIndependentVotingMembers04
IRS990/NumberIndividualsGT100K02
IRS990/NumberOfContractorsGT100K02
IRS990/NumberOfEmployees017
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total036612
IRS990/OfficeExpenses/Total0185506
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherEmployeeBenefits/Total0223001
IRS990/OtherExpensePriorYear0890163
IRS990/OtherExpensesCurrentYear0750443
IRS990/OtherExpenses/Description0INVESTMENT FEES
IRS990/OtherExpenses/Description1BANK SERVICE FEES
IRS990/OtherExpenses/Description2MISCELLANEOUS
IRS990/OtherExpenses/Description3DATA PROCESSING AND SOF
IRS990/OtherExpenses/Description4PROPERTY TAXES
IRS990/OtherExpenses/Total0185089
IRS990/OtherExpenses/Total115836
IRS990/OtherExpenses/Total212038
IRS990/OtherExpenses/Total36294
IRS990/OtherExpenses/Total4988
IRS990/OtherLiabilities/BOY0425692
IRS990/OtherLiabilities/EOY0681065
IRS990/OtherNotesLoansReceivableNet/EOY018540000
IRS990/OtherRevenueCurrentYear0121610
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0MISCELLANEOUS INCOME
IRS990/OtherRevenueMisc/ExclusionAmount0121610
IRS990/OtherRevenueMisc/TotalRevenueColumn0121610
IRS990/OtherRevenuePriorYear0173184
IRS990/OtherSalariesAndWages/Total0705186
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/Total066198
IRS990/PensionPlanContributions/Total0159296
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY016720
IRS990/PrepaidExpensesDeferredCharges/EOY06299
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0524298
IRS990/ProgramServiceRevenue/BusinessCode1524298
IRS990/ProgramServiceRevenue/BusinessCode2524298
IRS990/ProgramServiceRevenueCY022927046
IRS990/ProgramServiceRevenue/Description0ODS premium reserves
IRS990/ProgramServiceRevenue/Description1PREMIUMS - SCHOOL PAYM
IRS990/ProgramServiceRevenue/Description2PREMIUMS - DIRECT PAYM
IRS990/ProgramServiceRevenuePriorYear042665928
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome018000000
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome14840616
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome286430
IRS990/ProgramServiceRevenue/TotalRevenueColumn018000000
IRS990/ProgramServiceRevenue/TotalRevenueColumn14840616
IRS990/ProgramServiceRevenue/TotalRevenueColumn286430
IRS990/ProhibitedTaxShelterTrans00
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity01
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/RevenuesLessExpensesCY016531758
IRS990/RevenuesLessExpensesPriorYear0-1102111
IRS990/SalariesEtcCurrentYear01572416
IRS990/SalariesEtcPriorYear01969648
IRS990/SavingsAndTempCashInvestments/BOY07589979
IRS990/SavingsAndTempCashInvestments/EOY02443771
IRS990/ScheduleBRequired00
IRS990ScheduleD/Equipment/BookValue024597
IRS990ScheduleD/Equipment/Depreciation0162091
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0186688
IRS990ScheduleD/ExcessOrDeficitForYear016531758
IRS990ScheduleD/ExcessOrDeficitPerFS018180082
IRS990ScheduleD/ExpensesNotRptdF9900-15057
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0169222
IRS990ScheduleD/ExpensesSubtotal07616628
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0GAIN FROM Subsidiary included on financial statement: 15057.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1MISCELLANEOUS EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENT: -15867.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2GAIN ON SUBSIDIARY INCLUDED ON FINANCIAL STATEMENT: -15057.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3MISCELLANEOUS EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENT: -15867.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0Part XI, Line 8 - Other Adjustments:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2Part XIII, Line 2d - Other Adjustments:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3Part XIII, Line 4b - Other Adjustments:
IRS990ScheduleD/InvestmentExpensesNotIncluded0185089
IRS990ScheduleD/InvestmentExpensesNotIncluded20185089
IRS990ScheduleD/LeaseholdImprovements/BookValue012697
IRS990ScheduleD/LeaseholdImprovements/Depreciation019492
IRS990ScheduleD/LeaseholdImprovements/OtherCostOrOtherBasis032189
IRS990ScheduleD/NetUnrealizedGainsInvestments01633267
IRS990ScheduleD/NetUnrealizedGLOnInvestments01633267
IRS990ScheduleD/OtherAmount015057
IRS990ScheduleD/OtherExpensesIncluded0-15057
IRS990ScheduleD/OtherExpensesNotIncluded0-15867
IRS990ScheduleD/OtherLiabilities/Amount0681065
IRS990ScheduleD/OtherLiabilities/Description0DEFERRED COMPENSATION PAYABLE
IRS990ScheduleD/OtherRevenuesNotIncluded0-15867
IRS990ScheduleD/RevenueNotRptdF99001633267
IRS990ScheduleD/RevenueNotRptdOnFinStmt0169222
IRS990ScheduleD/RevenueSubtotal024148386
IRS990ScheduleD/TotalAdjustments01648324
IRS990ScheduleD/TotalExpenses07785850
IRS990ScheduleD/TotalExpensesPerForm99007785850
IRS990ScheduleD/TotalOfAmounts0681065
IRS990ScheduleD/TotalOfBookValueLandBuildings037294
IRS990ScheduleD/TotalRevenue024317608
IRS990ScheduleD/TotalRevenuePerForm990024317608
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt07601571
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt025781653
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0Schedule I, Part I, Line 2: Periodic written reports to the OEA Choice Trust Board of Trustees at intervals to be designated by the OEA Choice Trust are required. Within 60 days after the expiration of the Program period (including any authorized extension), the Grantee shall make a final report. All of these reports must include a budget report (describing in detail the use of the Grant Award) and an evaluation of the Program's progress to date following the criteria in the Approved Grant Proposal.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0Procedure for Monitoring Grants in the U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0Part I, Line 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10500 MONROE ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11PO BOX 197
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine126500 PACIFIC BLVD SW
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1310226 MARION RD SE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine144000 E 30th AVE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine158889 E ANTELOPE RD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine162090 FOURTH ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine17300 ASH ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine181610 MONMOUTH ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine191328 N 2ND ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1101336 AVALON ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine111156 UPPER APPLEGATE RD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine112333 SE 223RD AVE STE 200
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine113525 MILL ST
IRS990ScheduleI/RecipientTable/AddressUS/City0MEDFORD
IRS990ScheduleI/RecipientTable/AddressUS/City1MILL CITY
IRS990ScheduleI/RecipientTable/AddressUS/City2ALBANY
IRS990ScheduleI/RecipientTable/AddressUS/City3TURNER
IRS990ScheduleI/RecipientTable/AddressUS/City4EUGENE
IRS990ScheduleI/RecipientTable/AddressUS/City5EAGLE POINT
IRS990ScheduleI/RecipientTable/AddressUS/City6BAKER CITY
IRS990ScheduleI/RecipientTable/AddressUS/City7CENTRAL POINT
IRS990ScheduleI/RecipientTable/AddressUS/City8INDEPENDENCE
IRS990ScheduleI/RecipientTable/AddressUS/City9JEFFERSON
IRS990ScheduleI/RecipientTable/AddressUS/City10KLAMATH FALLS
IRS990ScheduleI/RecipientTable/AddressUS/City11JACKSONVILLE
IRS990ScheduleI/RecipientTable/AddressUS/City12GRESHAM
IRS990ScheduleI/RecipientTable/AddressUS/City13SPRINGFIELD
IRS990ScheduleI/RecipientTable/AddressUS/State0OR
IRS990ScheduleI/RecipientTable/AddressUS/State1OR
IRS990ScheduleI/RecipientTable/AddressUS/State2OR
IRS990ScheduleI/RecipientTable/AddressUS/State3OR
IRS990ScheduleI/RecipientTable/AddressUS/State4OR
IRS990ScheduleI/RecipientTable/AddressUS/State5OR
IRS990ScheduleI/RecipientTable/AddressUS/State6OR
IRS990ScheduleI/RecipientTable/AddressUS/State7OR
IRS990ScheduleI/RecipientTable/AddressUS/State8OR
IRS990ScheduleI/RecipientTable/AddressUS/State9OR
IRS990ScheduleI/RecipientTable/AddressUS/State10OR
IRS990ScheduleI/RecipientTable/AddressUS/State11OR
IRS990ScheduleI/RecipientTable/AddressUS/State12OR
IRS990ScheduleI/RecipientTable/AddressUS/State13OR
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode097501
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode197360
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode297321
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode397392
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode497405
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode597524
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode697814
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode797502
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode897351
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode997352
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode1097603
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode1197530
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode1297030
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode1397477
IRS990ScheduleI/RecipientTable/AmountOfCashGrant024750
IRS990ScheduleI/RecipientTable/AmountOfCashGrant111500
IRS990ScheduleI/RecipientTable/AmountOfCashGrant225000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant325000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant424982
IRS990ScheduleI/RecipientTable/AmountOfCashGrant524839
IRS990ScheduleI/RecipientTable/AmountOfCashGrant619946
IRS990ScheduleI/RecipientTable/AmountOfCashGrant725000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant825000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant921000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant104500
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1110819
IRS990ScheduleI/RecipientTable/AmountOfCashGrant126000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1325000
IRS990ScheduleI/RecipientTable/EINOfRecipient0936000519
IRS990ScheduleI/RecipientTable/EINOfRecipient1930512657
IRS990ScheduleI/RecipientTable/EINOfRecipient2930561307
IRS990ScheduleI/RecipientTable/EINOfRecipient3936000973
IRS990ScheduleI/RecipientTable/EINOfRecipient4930546223
IRS990ScheduleI/RecipientTable/EINOfRecipient5936000509
IRS990ScheduleI/RecipientTable/EINOfRecipient6936000179
IRS990ScheduleI/RecipientTable/EINOfRecipient7936000508
IRS990ScheduleI/RecipientTable/EINOfRecipient8936000869
IRS990ScheduleI/RecipientTable/EINOfRecipient9936000758
IRS990ScheduleI/RecipientTable/EINOfRecipient10936000545
IRS990ScheduleI/RecipientTable/EINOfRecipient11936000519
IRS990ScheduleI/RecipientTable/EINOfRecipient12930992364
IRS990ScheduleI/RecipientTable/EINOfRecipient13936000575
IRS990ScheduleI/RecipientTable/IRCSection0SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSection1SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSection2LINN & BENTON COUNTY
IRS990ScheduleI/RecipientTable/IRCSection3SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSection4LANE COUNTY
IRS990ScheduleI/RecipientTable/IRCSection5501(c)(5)
IRS990ScheduleI/RecipientTable/IRCSection6schoOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSection7scHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSection8scHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSection9scHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSection10Municipality
IRS990ScheduleI/RecipientTable/IRCSection11scHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSection12501(c)(5)
IRS990ScheduleI/RecipientTable/IRCSection13scHOOL DISTRICT
IRS990ScheduleI/RecipientTable/PurposeOfGrant0WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrant1WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrant2WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrant3WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrant4WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrant5WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrant6WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrant7WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrant8WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrant9WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrant10WELLNESS PROGRAM

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$51,985,144
Liabilities
$1,657,118
Net assets
$50,328,026
Revenue
-
Expenses
$7,785,850
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.0$0.27$97.7$5.00$3.79$1.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.4$0.40$92.0$5.28$3.60$1.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.6$0.41$86.2$4.34$3.08$1.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.1$0.17$81.0$4.34$4.58$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.2$0.61$93.6$4.40$2.96$1.44
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.9$0.51$79.3$2.55$2.79$0.24
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.7$0.45$77.2$3.07$2.78$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.8$0.42$74.4$9.76$2.26$7.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.7$0.54$70.2$1.95$2.25$0.30
2016Detailed filing. Detailed filing data is available for this year.$64.5$0.35$64.1$2.83$2.08$0.75
2015Detailed filing. Detailed filing data is available for this year.$66.2$0.68$65.5$3.25$2.27$0.98
2014Detailed filing. Detailed filing data is available for this year.$66.1$1.07$65.1$3.81$2.22$1.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.9$1.21$58.7$2.62
2012Summary only. Only limited summary data is available for this year.$57.3$1.47$55.8$2.42$2.30$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.5$1.53$56.0$2.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.0$1.66$50.3$7.79