Civic Intelligence

Oea Choice Trust

990 • Fiscal year 2020 • EIN 93-0763726

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 14, 2020

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

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

77th percentile

0.20x

Higher debt load relative to revenue than 77% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Net Margin

16th percentile

-9.5%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

78th percentile

$229,614

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Asset Growth

28th percentile

2.8%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-17%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$79,857,670

Up $2,172,250 (+2.8%) from 2019

Net Assets

Up

$79,346,057

Up $2,109,089 (+2.7%) from 2019

Liabilities

Up

$511,613

Up $63,161 (+14%) from 2019

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin16th percentile

Revenue

Down

$2,549,575

Down $517,098 (-17%) from 2019

Expenses

Up

$2,791,064

Up $10,029 (+0.4%) from 2019

Net Income

Down

-$241,489

Down $527,127 (-185%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2020

Assets$79,857,670
Liabilities$511,613
Net Assets$79,346,057
Open 2020 Filing

Operations Trend

Revenue Growth16th 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

2020

Revenue$2,549,575
Expenses$2,791,064
Net Income-$241,489
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 14, 2020
Return Version
2019v5.1
Gross Receipts
$12,826,233
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$77,236,968$79,346,057▲ $2,109,089
Investments in Publicly Traded Securities$66,013,050$66,554,293▲ $541,243
Other Notes and Loans Receivable, Net$10,000,000$10,000,000→ $0
Savings and Temporary Cash Investments$1,134,710$3,035,412▲ $1,900,702
Cash and Non-Interest-Bearing Accounts$453,611$159,766▼ $293,845
Land, Buildings, and Equipment, Net$68,893$80,323▲ $11,430
Prepaid Expenses and Deferred Charges$15,156$27,876▲ $12,720
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$77,685,420$79,857,670▲ $2,172,250
Liabilities
Accounts Payable and Accrued Expenses$448,452$511,613▲ $63,161
Total Liabilities$448,452$511,613▲ $63,161
Net Assets / Fund Balance
Total Net Assets Fund Balance$77,236,968$79,346,057▲ $2,109,089
Total Liabilities and Net Assets / Fund Balance$77,685,420$79,857,670▲ $2,172,250

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$36,991$75,545$112,536
Leasehold Improvements$43,332$39,498$82,830
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Holly SpruanceExecutive DirectorFT$153,024$56,500$209,524
Inge AldersebaesAssociate DirectorFT$115,765$44,975$160,740

Board Members and Trustees

NameTitle
Debbie BrudevoldChair
John LarsonTrustee
Margarett PeoplesTrustee
Mari JonesTrustee
Chuck AlbrightSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
US BankInvestment Management Fees800 NICOLLET MALL, Minneapolis, MN 55402$351,969
Ori Community And EvaluationMindfulness Training1776 MILLRACE DRIVE, Eugene, OR 97403$158,411
Revenue and Support

Revenue Composition

Contributions and Grants
$7,500
Program Service Revenue
$0
Investment Income
$2,541,705
Other Revenue
$370
All Other Contributions
$7,500
Change in Net Assets
$-241,489

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,542,075
Revenue Not Reported on Financial Statements
$7,500
Revenue Not Reported on Form 990
$2,257,209
Other Revenue Adjustments
$7,500
Total Revenue per Audited Statements
$4,799,284
Total Revenue per Form 990
$2,549,575
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,166,471
Salaries, Compensation, and Employee Benefits$1,067,965
Grants and Similar Amounts Paid$556,628
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$556,628
Other Salaries and Wages---$470,864
Fees for Service Investment Mgmnt Fees---$351,969
Current Officers, Directors, Trustees, and Key Employees---$195,400
Other Employee Benefits---$190,812
Advertising---$175,397
Pension Plan Contributions---$158,782
Occupancy---$79,096
Fees for Services Other---$65,740
Payroll Taxes---$52,107
Fees for Services Accounting---$31,500
Fees for Services Legal---$24,330
Travel---$23,365
Depreciation Depletion---$22,034
Insurance---$20,948
Conferences and Meetings---$17,802
Office Expenses---$16,178
Information Technology---$4,572
Other Expenses---$672
Total Functional Expenses$0$0$0$2,791,064

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,791,064
Total Expenses per Audited Statements$2,690,195
Expenses per Audited Statements$2,689,827
Expenses Not Reported on Financial Statements$101,237
Other Expense Adjustments$101,237
Expenses Not Reported on Form 990$368
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Douglas EsdRoseburg, ORSchool DistrictWellness Program$30,000
Mt Angel School DistrictMount Angel, ORSchool DistrictWellness Programwellness Program$30,000
WoodburnWoodburn, ORSchool DistrictWellness Program$30,000
Klamath Community CollegeKlamath Falls, ORSchool DistrictWellness Program$29,951
Scappoose School DistrictScappoose, ORSchool DistrictWellness Program$29,470
St Paul School DistrictSt Paul, ORSchool DistrictWellness Program$27,900
Lebanon School DistrictLebanon, ORSchool DistrictWellness Program$26,883
Vernonia School DistrictVernonia, ORSchool DistrictWellness Program$26,629
Fern Ridge School DistrictElmira, ORSchool DistrictWellness Program$25,000
Ashland School DistrictAshland, ORSchool DistrictWellness Program$24,601
Seaside School DistrictSeaside, ORSchool DistrictWellness Program$23,782
Willamette EsdSalem, ORSchool DistrictWellness Program$23,557
Gervais School DistrictGervais, ORSchool DistrictWellness Program$23,006
Canby School DistrictCanby, ORSchool DistrictWellness Program$21,770
Dayton School DistrictDayton, ORSchool DistrictWellness Program$21,625
Tillamook School DistrictTillamook, ORSchool DistrictWellness Program$20,167
Crook County School DistrictPrineville, ORSchool DistrictWellness Program$17,180
La Grande School DistrictLa Grande, ORSchool DistrictWellness Program$16,000
Astoria School DistrictAstoria, ORSchool DistrictWellness Program$15,400
Tigard-tualatin School DistrictTigard, ORSchool DistrictWellness Program$15,000
North Clackamas School DistrictMilwaukie, ORSchool DistrictWellness Program$14,431
Clackamas School DistrictClackamas, ORSchool DistrictWellness Program$14,318
David Douglas School DistrictPortland, ORSchool DistrictWellness Program$10,000
Dallas School DistrictDallas, ORSchool DistrictMini Grant Program$5,000
Hillsboro School DistrictHillsboro, ORSchool DistrictMini Grant Program$5,000
Powder Valley Charter SchoolNorth Powder, ORSchool DistrictMini Grant Program$5,000
Rainier School DistrictRainier, ORSchool DistrictMini Grant Program$5,000
Silver Falls School DistrictSilverton, ORSchool DistrictMini Grant Program$5,000
The Village SchoolEugene, ORSchool DistrictMini Grant Program$5,000
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
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. 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. The trust has contracted with cascade employers association to provide compensation analysis of trust job descriptions and has done a pay equity salary comparison that takes market data from 5 survey sources.”

Form 990, Part VI, Section C, Line 18

“Announcement in today's 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
2020-12-14
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
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 93,737.”

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, 2020, 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 2D - OTHER ADJUSTMENTS:

“Loss on disposal of assets 368.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Revenue netted with expense 7,500.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on disposal of assets 368.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Recovery of prior year grants 93,737. Revenue netted with expense 7,500.”

Raw XML AppendixShowing 400 of 739 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/InsuranceGrp/TotalAmt020948
IRS990/InvestmentIncomeGrp/ExclusionAmt02139117
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02139117
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt066013050
IRS990/InvestmentsPubTradedSecGrp/EOYAmt066554293
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0115043
IRS990/LandBldgEquipBasisNetGrp/BOYAmt068893
IRS990/LandBldgEquipBasisNetGrp/EOYAmt080323
IRS990/LandBldgEquipCostOrOtherBssAmt0195366
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0368
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010276290
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/NetAssetsOrFundBalancesBOYAmt077236968
IRS990/NetAssetsOrFundBalancesEOYAmt079346057
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0402588
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0402588
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02256841
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt079096
IRS990/OfficeExpensesGrp/TotalAmt016178
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt093737
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0190812
IRS990/OtherExpensesGrp/Desc0WELLNESS PROGRAM
IRS990/OtherExpensesGrp/Desc1EQUIP MAINTENANCE CONTR
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0295289
IRS990/OtherExpensesGrp/TotalAmt137579
IRS990/OtherExpensesGrp/TotalAmt2672
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0370
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0370
IRS990/OtherRevenueTotalAmt0370
IRS990/OtherSalariesAndWagesGrp/TotalAmt0470864
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt010000000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt010000000
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt052107
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0158782
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015156
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027876
IRS990/PrincipalOfficerNm0HOLLY SPRUANCE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt024000
IRS990/PYGrantsAndSimilarPaidAmt0720866
IRS990/PYInvestmentIncomeAmt03041849
IRS990/PYOtherExpensesAmt01140183
IRS990/PYOtherRevenueAmt0824
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0285638
IRS990/PYSalariesCompEmpBnftPaidAmt0919986
IRS990/PYTotalExpensesAmt02781035
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03066673
IRS990/ReconcilationRevenueExpnssAmt0-241489
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01134710
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03035412
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt036991
IRS990ScheduleD/EquipmentGrp/DepreciationAmt075545
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0112536
IRS990ScheduleD/ExpensesNotReportedAmt0368
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0101237
IRS990ScheduleD/ExpensesSubtotalAmt02689827
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt043332
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt039498
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt082830
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02256841
IRS990ScheduleD/OtherExpensesIncludedAmt0368
IRS990ScheduleD/OtherExpensesNotIncludedAmt0101237
IRS990ScheduleD/OtherRevenueAmt0368
IRS990ScheduleD/OtherRevenuesNotIncludedAmt07500
IRS990ScheduleD/RevenueNotReportedAmt02257209
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07500
IRS990ScheduleD/RevenueSubtotalAmt02542075
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, 2020, 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 368.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REVENUE NETTED WITH EXPENSE 7,500.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3LOSS ON DISPOSAL OF ASSETS 368.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4RECOVERY OF PRIOR YEAR GRANTS 93,737. REVENUE NETTED WITH EXPENSE 7,500.
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/TotalBookValueLandBuildingsAmt080323
IRS990ScheduleD/TotalExpensesPerForm990Amt02791064
IRS990ScheduleD/TotalRevenuePerForm990Amt02549575
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04799284
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02690195
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt024601
IRS990ScheduleI/RecipientTable/CashGrantAmt115400
IRS990ScheduleI/RecipientTable/CashGrantAmt221770
IRS990ScheduleI/RecipientTable/CashGrantAmt314318
IRS990ScheduleI/RecipientTable/CashGrantAmt417180
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt630000
IRS990ScheduleI/RecipientTable/CashGrantAmt725000
IRS990ScheduleI/RecipientTable/CashGrantAmt823006
IRS990ScheduleI/RecipientTable/CashGrantAmt929951
IRS990ScheduleI/RecipientTable/CashGrantAmt1016000
IRS990ScheduleI/RecipientTable/CashGrantAmt1126883
IRS990ScheduleI/RecipientTable/CashGrantAmt1214431
IRS990ScheduleI/RecipientTable/CashGrantAmt1329470
IRS990ScheduleI/RecipientTable/CashGrantAmt1423782
IRS990ScheduleI/RecipientTable/CashGrantAmt1530000
IRS990ScheduleI/RecipientTable/CashGrantAmt1627900
IRS990ScheduleI/RecipientTable/CashGrantAmt1715000
IRS990ScheduleI/RecipientTable/CashGrantAmt1820167
IRS990ScheduleI/RecipientTable/CashGrantAmt1926629
IRS990ScheduleI/RecipientTable/CashGrantAmt2023557
IRS990ScheduleI/RecipientTable/CashGrantAmt2130000
IRS990ScheduleI/RecipientTable/CashGrantAmt2221625
IRS990ScheduleI/RecipientTable/CashGrantAmt235000
IRS990ScheduleI/RecipientTable/CashGrantAmt245000
IRS990ScheduleI/RecipientTable/CashGrantAmt255000
IRS990ScheduleI/RecipientTable/CashGrantAmt265000
IRS990ScheduleI/RecipientTable/CashGrantAmt275000
IRS990ScheduleI/RecipientTable/CashGrantAmt285000
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/IRCSectionDesc21SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc22SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc23SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc24SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc25SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc26SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc27SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc28SCHOOL DISTRICT
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 PROGRAMWELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt18WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt19WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt20WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt21WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt22WELLNESS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt23MINI GRANT PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt24MINI GRANT PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt25MINI GRANT PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt26MINI GRANT PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt27MINI GRANT PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt28MINI GRANT PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ASHLAND SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ASTORIA SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CANBY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CLACKAMAS SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CROOK COUNTY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5DAVID DOUGLAS SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6DOUGLAS ESD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7FERN RIDGE SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8GERVAIS SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9KLAMATH COMMUNITY COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10LA GRANDE SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11LEBANON SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12NORTH CLACKAMAS SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13SCAPPOOSE SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14SEASIDE SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15MT ANGEL SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16ST PAUL SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt17TIGARD-TUALATIN SCHOOL DISTRICT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,857,670
Liabilities
$511,613
Net assets
$79,346,057
Revenue
$2,549,575
Expenses
$2,791,064
Net income
-$241,489
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
2020Detailed filing. Detailed filing data is available for this year.$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