Civic Intelligence

Oea Choice Trust

990 • Fiscal year 2013 • EIN 93-0763726

Jul 01, 2012 to Jun 30, 2013 • Filed on Apr 11, 2014

6900 SW Atlanta Street Bldg 297223
Siviq Scores

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

Liabilities / Assets

45th percentile

0.02x

Higher debt load relative to assets than 45% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

38th percentile

4.5%

Faster asset growth than 38% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$59,893,987

Up $2,579,414 (+4.5%) from 2012

Net Assets

Up

$58,683,424

Up $2,836,952 (+5.1%) from 2012

Liabilities

Down

$1,210,563

Down $257,538 (-18%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$2,623,474

Up $327,889 (+14%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2013

Assets$59,893,987
Liabilities$1,210,563
Net Assets$58,683,424

Operations Trend

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

2013

Revenue-
Expenses$2,623,474
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Apr 11, 2014
Return Version
2012v2.1
Gross Receipts
$2,107,754
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.

Filing and Contact Details

Filer

EIN
93-0763726
Raw XML AppendixShowing 400 of 662 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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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.
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IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode497467
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode597420
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode697501
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode797402
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode897339
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode997338
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode1097402
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode1197027
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode1297124
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode1397630
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode1497208
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode1597867
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode1697381
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode1797405
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode1897411
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode1997070
IRS990ScheduleI/RecipientTable/AmountOfCashGrant021000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant122230
IRS990ScheduleI/RecipientTable/AmountOfCashGrant225000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant325000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant425000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant513144
IRS990ScheduleI/RecipientTable/AmountOfCashGrant617580
IRS990ScheduleI/RecipientTable/AmountOfCashGrant725000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant825000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant921950
IRS990ScheduleI/RecipientTable/AmountOfCashGrant106400
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1113105
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1225000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1325000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1425000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant155824
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1622900
IRS990ScheduleI/RecipientTable/AmountOfCashGrant175300
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1819629
IRS990ScheduleI/RecipientTable/AmountOfCashGrant19421866
IRS990ScheduleI/RecipientTable/EINOfRecipient0930506449
IRS990ScheduleI/RecipientTable/EINOfRecipient1936000179
IRS990ScheduleI/RecipientTable/EINOfRecipient2936001119
IRS990ScheduleI/RecipientTable/EINOfRecipient3936000377
IRS990ScheduleI/RecipientTable/EINOfRecipient4930565903
IRS990ScheduleI/RecipientTable/EINOfRecipient5936000341
IRS990ScheduleI/RecipientTable/EINOfRecipient6936008718
IRS990ScheduleI/RecipientTable/EINOfRecipient7936000591
IRS990ScheduleI/RecipientTable/EINOfRecipient8936000205
IRS990ScheduleI/RecipientTable/EINOfRecipient9936000860
IRS990ScheduleI/RecipientTable/EINOfRecipient10936000566
IRS990ScheduleI/RecipientTable/EINOfRecipient11936000287
IRS990ScheduleI/RecipientTable/EINOfRecipient12936001037
IRS990ScheduleI/RecipientTable/EINOfRecipient13936000830
IRS990ScheduleI/RecipientTable/EINOfRecipient14936009509

Document Assets

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Filings

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