Civic Intelligence

Oea Choice Trust

990 • Fiscal year 2018 • EIN 93-0763726

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

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

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.04x

Higher debt load relative to revenue than 52% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

79th percentile

$227,923

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Asset Growth

57th percentile

5.8%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

401%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$74,815,473

Up $4,095,063 (+5.8%) from 2017

Net Assets

Up

$74,398,980

Up $4,223,310 (+6.0%) from 2017

Liabilities

Down

$416,493

Down $128,247 (-24%) from 2017

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin94th percentile

Revenue

Up

$9,757,518

Up $7,808,819 (+401%) from 2017

Expenses

Up

$2,260,113

Up $11,470 (+0.5%) from 2017

Net Income

Up

$7,497,405

Up $7,797,349 (+2600%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2018

Assets$74,815,473
Liabilities$416,493
Net Assets$74,398,980
Open 2018 Filing

Operations Trend

Revenue Growth99th 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

2018

Revenue$9,757,518
Expenses$2,260,113
Net Income$7,497,405
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$9,758,158
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.

The administration and promotion of health and well-being to qualified educational organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$70,175,670$74,398,980▲ $4,223,310
Investments in Publicly Traded Securities$58,511,993$62,392,079▲ $3,880,086
Other Notes and Loans Receivable, Net$10,675,000$10,655,000▼ $20,000
Savings and Temporary Cash Investments$1,359,544$1,464,110▲ $104,566
Cash and Non-Interest-Bearing Accounts$99,771$225,273▲ $125,502
Land, Buildings, and Equipment, Net$62,345$59,951▼ $2,394
Accounts Receivable$11,000$12,544▲ $1,544
Prepaid Expenses and Deferred Charges$757$6,516▲ $5,759
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$70,720,410$74,815,473▲ $4,095,063
Liabilities
Accounts Payable and Accrued Expenses$394,740$416,493▲ $21,753
Grants Payable$150,000$0▼ $150,000
Total Liabilities$544,740$416,493▼ $128,247
Net Assets / Fund Balance
Total Net Assets Fund Balance$70,175,670$74,398,980▲ $4,223,310
Total Liabilities and Net Assets / Fund Balance$70,720,410$74,815,473▲ $4,095,063

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$43,778$41,805$85,583
Leasehold Improvements$16,173$35,333$51,506
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Holly SpruanceExecutive DirectorFT$148,378$64,131$212,509
Inge AldersebaesDirector of Sew/associate DirectorFT$109,307$49,572$158,879

Board Members and Trustees

NameTitle
Wendy SimmonsChair
Debbie BrudevoldTrustee
John LarsonTrustee
Margarett PeoplesTrustee
Chuck AlbrightSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
US BankInvestment Management Fees800 NICOLLET MALL, Minneapolis, MN 55402$326,010
Revenue and Support

Revenue Composition

Contributions and Grants
$21,750
Program Service Revenue
$1,844
Investment Income
$9,733,474
Other Revenue
$450
All Other Contributions
$21,750
Change in Net Assets
$7,497,405

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,734,564
Revenue Not Reported on Financial Statements
$22,954
Revenue Not Reported on Form 990
$-3,333,718
Other Revenue Adjustments
$22,954
Total Revenue per Audited Statements
$6,400,846
Total Revenue per Form 990
$9,757,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$898,474
Salaries, Compensation, and Employee Benefits$890,732
Grants and Similar Amounts Paid$470,907
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$470,907
Other Salaries and Wages---$394,701
Fees for Service Investment Mgmnt Fees---$336,089
Current Officers, Directors, Trustees, and Key Employees---$213,863
Other Employee Benefits---$139,367
Pension Plan Contributions---$98,388
Conferences and Meetings---$78,575
Fees for Services Other---$59,720
Fees for Services Legal---$53,076
Occupancy---$50,071
Payroll Taxes---$44,413
Office Expenses---$40,135
Travel---$37,246
Fees for Services Accounting---$35,000
Depreciation Depletion---$17,309
Advertising---$13,904
Insurance---$2,386
Other Expenses---$970
Total Functional Expenses$0$0$0$2,260,113

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,260,113
Total Expenses per Audited Statements$2,177,536
Expenses per Audited Statements$2,176,896
Expenses Not Reported on Financial Statements$83,217
Other Expense Adjustments$83,217
Expenses Not Reported on Form 990$640
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dental Foundation of OregonWilsonville, OR501(c)(3)Sponsorship Given to Tooth Taxi Program$150,000
Fern Ridge School DistrictElmira, ORSchool DistrictWellness Program$25,000
David Douglas School DistrictPortland, ORSchool DistrictWellness Program$24,997
Ashland School DistrictAshland, ORSchool DistrictWellness Program$24,995
The Village Charter SchoolEugene, ORSchool DistrictWellness Program$24,975
Astoria School DistrictAstoria, ORSchool DistrictWellness Program$24,565
Willamette EsdSalem, ORSchool DistrictWellness Program$21,127
Centennial School DistrictPortland, ORSchool DistrictWellness Program$20,947
Canby School DistrictCanby, ORSchool DistrictWellness Program$20,180
Central Curry School DistrictGold Beach, ORSchool DistrictWellness Program$20,147
Multnomah EsdPortland, ORSchool DistrictWellness Program$19,837
North Clackamas School DistrictMilwaukie, ORSchool DistrictWellness Program$16,687
Tigard Tualatin School DistrictTigard, ORSchool DistrictWellness Program$15,000
North Santiam School DistrictStayton, ORSchool DistrictWellness Program$14,178
Tillamook School DistrictTillamook, ORSchool DistrictWellness Program$13,806
Rainier School DistrictRainier, ORSchool DistrictWellness Program$13,472
St Helens School DistrictSthelens, ORSchool DistrictWellness Program$12,000
Bethel School DistrictEugene, ORSchool DistrictWellness Program$8,994
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
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 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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“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 trustees 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 magazine/newsletter 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
2018-11-07
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
6
Volunteers
4

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
680 HAWTHORNE AVE SE 140, SALEM, OR 97301
Preparer
Elsa a Romero
Phone
5035857774
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Recovery of prior year grants 59,623.”

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, 2018, 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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on disposal of assets -640. Revenue netted with expense 23,594.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on disposal of assets 640.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Recovery of prior year grants 59,623. Revenue netted with expense 23,594.”

Raw XML AppendixShowing 400 of 630 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/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/NetAssetsOrFundBalancesBOYAmt070175670
IRS990/NetAssetsOrFundBalancesEOYAmt074398980
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07901305
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07901305
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3333718
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt050071
IRS990/OfficeExpensesGrp/TotalAmt040135
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt059623
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0139367
IRS990/OtherExpensesGrp/Desc0WELLNESS PROGRAM EXPENS
IRS990/OtherExpensesGrp/Desc1EQUIP MAINTENANCE CONTR
IRS990/OtherExpensesGrp/Desc2DATA PROCESSING
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0127162
IRS990/OtherExpensesGrp/TotalAmt143120
IRS990/OtherExpensesGrp/TotalAmt23711
IRS990/OtherExpensesGrp/TotalAmt3970
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0450
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0450
IRS990/OtherRevenueTotalAmt0450
IRS990/OtherSalariesAndWagesGrp/TotalAmt0394701
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt010675000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt010655000
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt044413
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt098388
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0757
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06516
IRS990/PrincipalOfficerNm0HOLLY SPRUANCE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01844
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01844
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0599862
IRS990/PYInvestmentIncomeAmt01948445
IRS990/PYOtherExpensesAmt0838108
IRS990/PYOtherRevenueAmt0254
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-299944
IRS990/PYSalariesCompEmpBnftPaidAmt0810673
IRS990/PYTotalExpensesAmt02248643
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01948699
IRS990/ReconcilationRevenueExpnssAmt07497405
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01359544
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01464110
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt043778
IRS990ScheduleD/EquipmentGrp/DepreciationAmt041805
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt085583
IRS990ScheduleD/ExpensesNotReportedAmt0640
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt083217
IRS990ScheduleD/ExpensesSubtotalAmt02176896
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt016173
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt035333
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt051506
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3333718
IRS990ScheduleD/OtherExpensesIncludedAmt0640
IRS990ScheduleD/OtherExpensesNotIncludedAmt083217
IRS990ScheduleD/OtherRevenuesNotIncludedAmt022954
IRS990ScheduleD/RevenueNotReportedAmt0-3333718
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt022954
IRS990ScheduleD/RevenueSubtotalAmt09734564
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, 2018, 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LOSS ON DISPOSAL OF ASSETS -640. REVENUE NETTED WITH EXPENSE 23,594.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2LOSS ON DISPOSAL OF ASSETS 640.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3RECOVERY OF PRIOR YEAR GRANTS 59,623. REVENUE NETTED WITH EXPENSE 23,594.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt059951
IRS990ScheduleD/TotalExpensesPerForm990Amt02260113
IRS990ScheduleD/TotalRevenuePerForm990Amt09757518
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06400846
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02177536
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt024995
IRS990ScheduleI/RecipientTable/CashGrantAmt124565
IRS990ScheduleI/RecipientTable/CashGrantAmt28994
IRS990ScheduleI/RecipientTable/CashGrantAmt320180
IRS990ScheduleI/RecipientTable/CashGrantAmt420947
IRS990ScheduleI/RecipientTable/CashGrantAmt520147
IRS990ScheduleI/RecipientTable/CashGrantAmt624997
IRS990ScheduleI/RecipientTable/CashGrantAmt725000
IRS990ScheduleI/RecipientTable/CashGrantAmt819837
IRS990ScheduleI/RecipientTable/CashGrantAmt916687
IRS990ScheduleI/RecipientTable/CashGrantAmt1014178
IRS990ScheduleI/RecipientTable/CashGrantAmt1113472
IRS990ScheduleI/RecipientTable/CashGrantAmt1212000
IRS990ScheduleI/RecipientTable/CashGrantAmt1315000
IRS990ScheduleI/RecipientTable/CashGrantAmt1413806
IRS990ScheduleI/RecipientTable/CashGrantAmt1524975
IRS990ScheduleI/RecipientTable/CashGrantAmt1621127
IRS990ScheduleI/RecipientTable/CashGrantAmt17150000
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/IRCSectionDesc17501(C)(3)
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/PurposeOfGrantTxt17SPONSORSHIP GIVEN TO TOOTH TAXI PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ASHLAND SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ASTORIA SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BETHEL SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CANBY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CENTENNIAL SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5CENTRAL CURRY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6DAVID DOUGLAS SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7FERN RIDGE SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8MULTNOMAH ESD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9NORTH CLACKAMAS SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10NORTH SANTIAM SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11RAINIER SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12ST HELENS SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13TIGARD TUALATIN SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14TILLAMOOK SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15THE VILLAGE CHARTER SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16WILLAMETTE ESD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt17DENTAL FOUNDATION OF OREGON
IRS990ScheduleI/RecipientTable/RecipientEIN0936000507
IRS990ScheduleI/RecipientTable/RecipientEIN1936000297
IRS990ScheduleI/RecipientTable/RecipientEIN2936000591
IRS990ScheduleI/RecipientTable/RecipientEIN3936000230
IRS990ScheduleI/RecipientTable/RecipientEIN4936000847
IRS990ScheduleI/RecipientTable/RecipientEIN5936002460
IRS990ScheduleI/RecipientTable/RecipientEIN6936014226
IRS990ScheduleI/RecipientTable/RecipientEIN7936014954
IRS990ScheduleI/RecipientTable/RecipientEIN8936000829
IRS990ScheduleI/RecipientTable/RecipientEIN9930599524
IRS990ScheduleI/RecipientTable/RecipientEIN10936000749
IRS990ScheduleI/RecipientTable/RecipientEIN11930589713
IRS990ScheduleI/RecipientTable/RecipientEIN12936011087
IRS990ScheduleI/RecipientTable/RecipientEIN13930572833
IRS990ScheduleI/RecipientTable/RecipientEIN14936000912
IRS990ScheduleI/RecipientTable/RecipientEIN15931277593
IRS990ScheduleI/RecipientTable/RecipientEIN16936002529
IRS990ScheduleI/RecipientTable/RecipientEIN17930818476
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0201 SMOUNTAIN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1785 ALAMEDA AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt24640 BARGER DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31130 S IVY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt418135 SE BROOKLYN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt529516 ELLENSBERG AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt611300 NE HALSEY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt788834 TERRITORIAL ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt811611 NE AINSWORTH CIRCLE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt912400 SW FREEMAN WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt101155 N 3RD AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1128168 OLD RAININER RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12474 NORTH 16TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt136960 SW SANDBURG STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt142510 1ST STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt152865 LINCOLN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt162611 PRINGLE RD SE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt178699 SW SUN PLACE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ASHLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ASTORIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2EUGENE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3CANBY
IRS990ScheduleI/RecipientTable/USAddress/CityNm4PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm5GOLD BEACH
IRS990ScheduleI/RecipientTable/USAddress/CityNm6PORTLAND

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,815,473
Liabilities
$416,493
Net assets
$74,398,980
Revenue
$9,757,518
Expenses
$2,260,113
Net income
$7,497,405
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
2018Detailed filing. Detailed filing data is available for this year.$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