Civic Intelligence

Oea Choice Trust

990 • Fiscal year 2015 • EIN 93-0763726

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 30, 2015

Organization ProfileWWW.OEACHOICE.COM

View Organization Page

6900 SW Atlanta Street Bldg 2Tigard, OR 97223

(503) 620-3822

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

0.21x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Net Margin

86th percentile

30%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

96th percentile

$497,250

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2015

Asset Growth

45th percentile

0.0%

Faster asset growth than 45% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-15%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$66,167,204

Up $22,964 (+0.0%) from 2014

Net Assets

Up

$65,489,648

Up $419,781 (+0.6%) from 2014

Liabilities

Down

$677,556

Down $396,817 (-37%) from 2014

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin86th percentile

Revenue

Down

$3,251,464

Down $556,193 (-15%) from 2014

Expenses

Up

$2,272,761

Up $52,523 (+2.4%) from 2014

Net Income

Down

$978,703

Down $608,716 (-38%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

2015

Assets$66,167,204
Liabilities$677,556
Net Assets$65,489,648
Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

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

2015

Revenue$3,251,464
Expenses$2,272,761
Net Income$978,703
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 30, 2015
Return Version
2014v5.0
Gross Receipts
$3,251,464
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$65,069,867$65,489,648▲ $419,781
Investments in Publicly Traded Securities$53,403,478$54,855,313▲ $1,451,835
Other Notes and Loans Receivable, Net$10,000,000$10,000,000→ $0
Savings and Temporary Cash Investments$1,960,058$889,594▼ $1,070,464
Investments Other Securities$261,741$277,684▲ $15,943
Cash and Non-Interest-Bearing Accounts$459,540$114,103▼ $345,437
Land, Buildings, and Equipment, Net$23,946$29,929▲ $5,983
Accounts Receivable$11,633--
Prepaid Expenses and Deferred Charges$23,844$581▼ $23,263
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$66,144,240$66,167,204▲ $22,964
Liabilities
Accounts Payable and Accrued Expenses$578,688$308,529▼ $270,159
Other Liabilities$209,902$226,168▲ $16,266
Grants Payable$285,783$142,859▼ $142,924
Total Liabilities$1,074,373$677,556▼ $396,817
Net Assets / Fund Balance
Total Net Assets Fund Balance$65,069,867$65,489,648▲ $419,781
Total Liabilities and Net Assets / Fund Balance$66,144,240$66,167,204▲ $22,964

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$16,471$27,825$44,296
Equipment$13,458$30,424$43,882
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve McnannayHealth Care Policy LeadPT$387,686$109,564$497,250
Holly SpruanceExecutive DirectorFT$144,307$61,562$205,869
Jamie MarcyAccounting ManagerPT$149,647$22,777$172,424

Board Members and Trustees

NameTitle
Hanna VaanderingOea President
Cheri HigginsTrust President
Jamie SmithTrustee
Mary Lou BeckTrustee
Karen WeisethTrust Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
National Software AssociatesSystem Maintenance & Lease Equipment5321 WINDSOR TERRACE, Westlinn, OR 97068$180,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,220,484
Other Revenue
$30,980
Change in Net Assets
$978,703

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,892,466
Revenue Not Reported on Financial Statements
$358,998
Revenue Not Reported on Form 990
$-557,533
Other Revenue Adjustments
$28,820
Total Revenue per Audited Statements
$2,334,933
Total Revenue per Form 990
$3,251,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,089,242
Other Expenses$792,527
Grants and Similar Amounts Paid$390,992
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$615,063
Grants to Domestic Orgs---$390,992
Fees for Service Investment Mgmnt Fees---$330,178
Other Salaries and Wages---$180,697
Office Expenses---$144,259
Other Employee Benefits---$125,177
Fees for Services Other---$108,392
Pension Plan Contributions---$103,411
Travel---$82,222
Payroll Taxes---$64,894
Occupancy---$39,785
Fees for Services Accounting---$36,125
Advertising---$23,047
Depreciation Depletion---$6,610
Fees for Services Legal---$6,251
Conferences and Meetings---$3,519
Insurance---$2,198
Other Expenses---$556
Total Functional Expenses$0$0$0$2,272,761

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,272,761
Total Expenses per Audited Statements$1,914,713
Expenses per Audited Statements$1,913,763
Expenses Not Reported on Financial Statements$358,998
Other Expense Adjustments$28,820
Expenses Not Reported on Form 990$950
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bethel School DistrictEugene, ORSchool DistrictWellness Program$25,000
Central Curry School DistrictGold Beach, ORSchool DistrictWellness Program$25,000
Corvallis School DistrictCorvallis, ORSchool DistrictWellness Program$25,000
South Lane School DistrictCottage Grove, ORSchool DistrictWellness Program$25,000
Centennial School DistrictPortland, ORSchool DistrictWellness Program$24,415
Powder Valley Charter SchoolNorth Powder, ORSchool DistrictWellness Program$24,050
Multnomah EsdPortland, ORSchool DistrictWellness Program$21,616
South Coast EsdCoos Bay, ORSchool DistrictWellness Program$19,367
Rainier School DistrictRainier, ORSchool DistrictWellness Program$19,146
BANDON SCHOOL DISTRICT #54Bandon, ORSchool DistrictWellness Program$19,120
Silver Falls SdSilverton, ORSchool DistrictWellness Program$17,500
Gladstone SdGladstone, ORSchool DistrictWellness Program$17,000
Arlington Community Charter SchoolArlington, ORSchool DistrictWellness Program$16,658
Lake County School District No7Lakeview, ORSchool DistrictWellness Program$15,500
Jefferson County Sd 509jesdMadras, ORSchool DistrictWellness Program$13,700
South Oregon EsdMedford, ORSchool DistrictWellness Program$11,550
North Santiam School DistrictStayton, ORSchool DistrictWellness Program$11,319
DALLAS SCHOOL DISTRICT #2Dallas, ORSchool DistrictWellness Program$10,000
Port Orford - Langlois School DistrictPort Orford, ORSchool DistrictWellness Program$9,650
The Village Charter SchoolEugene, ORSchool DistrictWellness Program$7,400
Dental Foundation of OregonWilsonville, OR3Mobile Dental Van$7,076
POWERS PUBLIC SCHOOLS #31Powers, ORSchool DistrictWellness Program$6,800
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Payable$226,168
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Depending on the timing of when the 990 is prepared and readily available for reviewing the 990 is reviewed at the scheduled board meeting. If it is not possible for review at the board meeting due to timing of final prep and filing deadline then it is distributed via secure e mail to board members for review. A brief overview of the filing is discussed with a question and answer period to follow. It is provided to all trustees, executive director and oea executive director for review.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy is reviewed annually with board members.”

Form 990, Part VI, Section B, Line 15

“Executive officer's compensation is determined by contract with the board of directors and the oregon education association. Key employees' compensation is set by the executive director who utilizes industry salary standards that most closely match our business and cpi for the portland metro area.”

Form 990, Part VI, Section C, Line 18

“Announcement in oregon education association monthly magazine/news letter that states that the returns(forms) are available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Oea Choice Trust
EIN
93-0763726
Phone
5036203822
Address
6900 SW ATLANTA STREET BLDG 2, TIGARD, OR 97223

Signing Officer

Name
Holly Spruance
Title
Executive Director
Phone
5036203822
Signed
2015-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Holly Spruance
Formed
1980
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
4
Employees
8
Volunteers
4

Preparer

Firm
Akt Llp
Address
680 HAWTHORNE AVE SE 140, SALEM, OR 97301
Preparer
Joshua Morrow CPA
Phone
5035857774
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Income/(loss) on cba 115.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the management of the trust to evaluate tax positions taken by the trust and recognize a tax liability (or asset) if the trust has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The management of the trust has analyzed the tax positions taken by the trust, and has concluded that as of june 30, 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the consolidated financial statements. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The management of the trust believes the trust is no longer subject to income tax examinations for years prior to 2012.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Income from subsidiary included on consolidated financial statement 1,065.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Recovery of prior year grants netted with expense on financial statement 28,820.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expense from subsidiary included on consolidated financial statement 950.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Recovery of prior year grants netted with expense on financial statement 28,820.”

Raw XML AppendixShowing 400 of 703 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0578688
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0308529
IRS990/AccountsReceivableGrp/BOYAmt011633
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/TotalAmt023047
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LISA MAHONEY
IRS990/BooksInCareOfDetail/PhoneNum05034956261
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06900 SW ATLANTA ST BLDG 2
IRS990/BooksInCareOfDetail/USAddress/CityNm0TIGARD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097223
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt065069867
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt065489648
IRS990/CashNonInterestBearingGrp/BOYAmt0459540
IRS990/CashNonInterestBearingGrp/EOYAmt0114103
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0615063
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt03519
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0180000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt05321 WINDSOR TERRACE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WESTLINN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd097068
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0NATIONAL SOFTWARE ASSOCIATES
IRS990/ContractorCompensationGrp/ServicesDesc0SYSTEM MAINTENANCE & LEASE EQUIPMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0390992
IRS990/CYInvestmentIncomeAmt03220484
IRS990/CYOtherExpensesAmt0792527
IRS990/CYOtherRevenueAmt030980
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0978703
IRS990/CYSalariesCompEmpBnftPaidAmt01089242
IRS990/CYTotalExpensesAmt02272761
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03251464
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt06610
IRS990/Desc0THE TRUST ASSISTS IN PROMOTING THE HEALTH AND WELL-BEING OF OREGON SCHOOL EMPLOYEES THROUGH WELLNESS PROGRAMS CREATED AND PERSONALIZED BY SCHOOL EMPLOYEES FOR SCHOOL EMPLOYEES. THE TRUST ALSO PROVIDES FOR THE ESTABLISHMENT, FUNDING AND ADMINISTRATION OF BENEFIT PROGRAMS FOR PERSONS ENGAGED IN PUBLIC EDUCATION IN OREGON.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt036125
IRS990/FeesForServicesLegalGrp/TotalAmt06251
IRS990/FeesForServicesOtherGrp/TotalAmt0108392
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0330178
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt537.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt620.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt720.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt561562
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt622777
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt7109564
IRS990/Form990PartVIISectionAGrp/PersonNm0CHERI HIGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm1KAREN WEISETH
IRS990/Form990PartVIISectionAGrp/PersonNm2HANNA VAANDERING
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY LOU BECK
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMIE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm5HOLLY SPRUANCE
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMIE MARCY
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE MCNANNAY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5144307
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6149647
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7387686
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2170396
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUST SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2OEA PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6ACCOUNTING MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt7HEALTH CARE POLICY LEAD
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01854627
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsPayableGrp/BOYAmt0285783
IRS990/GrantsPayableGrp/EOYAmt0142859
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0390992
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01854627
IRS990/GrossReceiptsAmt03251464
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt02198
IRS990/InvestmentIncomeGrp/ExclusionAmt01365857
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01365857
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0261741
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0277684
IRS990/InvestmentsPubTradedSecGrp/BOYAmt053403478
IRS990/InvestmentsPubTradedSecGrp/EOYAmt054855313
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt058249
IRS990/LandBldgEquipBasisNetGrp/BOYAmt023946
IRS990/LandBldgEquipBasisNetGrp/EOYAmt029929
IRS990/LandBldgEquipCostOrOtherBssAmt088178
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt065069867
IRS990/NetAssetsOrFundBalancesEOYAmt065489648
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01854627
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01854627
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-558598
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt039785
IRS990/OfficeExpensesGrp/TotalAmt0144259
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0115
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0125177
IRS990/OtherExpensesGrp/Desc0BANK SERVICE FEES
IRS990/OtherExpensesGrp/Desc1DATA PROCESSING AND SOF
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3PROPERTY TAXES
IRS990/OtherExpensesGrp/TotalAmt04039
IRS990/OtherExpensesGrp/TotalAmt13159
IRS990/OtherExpensesGrp/TotalAmt22187
IRS990/OtherExpensesGrp/TotalAmt3556
IRS990/OtherLiabilitiesGrp/BOYAmt0209902
IRS990/OtherLiabilitiesGrp/EOYAmt0226168
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt030980
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030980
IRS990/OtherRevenueTotalAmt030980
IRS990/OtherSalariesAndWagesGrp/TotalAmt0180697
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt010000000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt010000000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt064894
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0103411
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023844
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0581
IRS990/PrincipalOfficerNm0HOLLY SPRUANCE
IRS990/PriorPeriodAdjustmentsAmt0-439
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0364301
IRS990/PYInvestmentIncomeAmt03783548
IRS990/PYOtherExpensesAmt0772916
IRS990/PYOtherRevenueAmt024109
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01587419
IRS990/PYSalariesCompEmpBnftPaidAmt01083021
IRS990/PYTotalExpensesAmt02220238
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03807657
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0978703
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01960058
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0889594
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt013458
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030424
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt043882
IRS990ScheduleD/ExpensesNotReportedAmt0950
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0358998
IRS990ScheduleD/ExpensesSubtotalAmt01913763
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0330178
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0330178
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt016471
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt027825
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt044296
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-558598
IRS990ScheduleD/OtherExpensesIncludedAmt0950
IRS990ScheduleD/OtherExpensesNotIncludedAmt028820
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0226168
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED COMPENSATION PAYABLE
IRS990ScheduleD/OtherRevenueAmt01065
IRS990ScheduleD/OtherRevenuesNotIncludedAmt028820
IRS990ScheduleD/RevenueNotReportedAmt0-557533
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0358998
IRS990ScheduleD/RevenueSubtotalAmt02892466
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE MANAGEMENT OF THE TRUST TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE MANAGEMENT OF THE TRUST HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAS CONCLUDED THAT AS OF JUNE 30, 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE MANAGEMENT OF THE TRUST BELIEVES THE TRUST IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCOME FROM SUBSIDIARY INCLUDED ON CONSOLIDATED FINANCIAL STATEMENT 1,065.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RECOVERY OF PRIOR YEAR GRANTS NETTED WITH EXPENSE ON FINANCIAL STATEMENT 28,820.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3EXPENSE FROM SUBSIDIARY INCLUDED ON CONSOLIDATED FINANCIAL STATEMENT 950.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4RECOVERY OF PRIOR YEAR GRANTS NETTED WITH EXPENSE ON FINANCIAL STATEMENT 28,820.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt029929
IRS990ScheduleD/TotalExpensesPerForm990Amt02272761
IRS990ScheduleD/TotalLiabilityAmt0226168
IRS990ScheduleD/TotalRevenuePerForm990Amt03251464
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02334933
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01914713
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt016658
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt317000
IRS990ScheduleI/RecipientTable/CashGrantAmt413700
IRS990ScheduleI/RecipientTable/CashGrantAmt515500
IRS990ScheduleI/RecipientTable/CashGrantAmt69650
IRS990ScheduleI/RecipientTable/CashGrantAmt724050
IRS990ScheduleI/RecipientTable/CashGrantAmt817500
IRS990ScheduleI/RecipientTable/CashGrantAmt919367
IRS990ScheduleI/RecipientTable/CashGrantAmt1019120
IRS990ScheduleI/RecipientTable/CashGrantAmt1125000
IRS990ScheduleI/RecipientTable/CashGrantAmt1224415
IRS990ScheduleI/RecipientTable/CashGrantAmt1325000
IRS990ScheduleI/RecipientTable/CashGrantAmt1421616
IRS990ScheduleI/RecipientTable/CashGrantAmt1511319
IRS990ScheduleI/RecipientTable/CashGrantAmt166800
IRS990ScheduleI/RecipientTable/CashGrantAmt1719146
IRS990ScheduleI/RecipientTable/CashGrantAmt1825000
IRS990ScheduleI/RecipientTable/CashGrantAmt1911550
IRS990ScheduleI/RecipientTable/CashGrantAmt207400
IRS990ScheduleI/RecipientTable/CashGrantAmt217076
IRS990ScheduleI/RecipientTable/IRCSectionDesc0SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc1SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc2SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc3SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc4SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc5SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc6SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc7SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc8SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc9SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc10SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc11SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc12SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc13SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc14SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc15SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc16SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc17SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc18SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc19SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc20SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc213
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt18WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt19WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt20WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt21MOBILE DENTAL VAN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ARLINGTON COMMUNITY CHARTER SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CORVALLIS SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2DALLAS SCHOOL DISTRICT #2
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3GLADSTONE SD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4JEFFERSON COUNTY SD 509JESD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5LAKE COUNTY SCHOOL DISTRICT NO7
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6PORT ORFORD - LANGLOIS SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7POWDER VALLEY CHARTER SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8SILVER FALLS SD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9SOUTH COAST ESD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10BANDON SCHOOL DISTRICT #54
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11BETHEL SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12CENTENNIAL SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13CENTRAL CURRY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14MULTNOMAH ESD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15NORTH SANTIAM SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16POWERS PUBLIC SCHOOLS #31
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt17RAINIER SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt18SOUTH LANE SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt19SOUTH OREGON ESD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt20THE VILLAGE CHARTER SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt21DENTAL FOUNDATION OF OREGON
IRS990ScheduleI/RecipientTable/RecipientEIN0930506449
IRS990ScheduleI/RecipientTable/RecipientEIN1936000205
IRS990ScheduleI/RecipientTable/RecipientEIN2936000860
IRS990ScheduleI/RecipientTable/RecipientEIN3936000287
IRS990ScheduleI/RecipientTable/RecipientEIN4936000537
IRS990ScheduleI/RecipientTable/RecipientEIN5936000550
IRS990ScheduleI/RecipientTable/RecipientEIN6936000377
IRS990ScheduleI/RecipientTable/RecipientEIN7936000975
IRS990ScheduleI/RecipientTable/RecipientEIN8936009509
IRS990ScheduleI/RecipientTable/RecipientEIN9936000341
IRS990ScheduleI/RecipientTable/RecipientEIN10936000368
IRS990ScheduleI/RecipientTable/RecipientEIN11936000591
IRS990ScheduleI/RecipientTable/RecipientEIN12936000847

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,167,204
Liabilities
$677,556
Net assets
$65,489,648
Revenue
$3,251,464
Expenses
$2,272,761
Net income
$978,703
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