Civic Intelligence

Oea Choice Trust

990 • Fiscal year 2022 • EIN 93-0763726

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 17, 2023

Organization ProfileWWW.OEACHOICE.COM

View Organization Page

6900 SW Atlanta Street Bldg 2Tigard, OR 97223

(503) 495-6259

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

48th percentile

0.04x

Higher debt load relative to revenue than 48% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Net Margin

23rd percentile

-5.5%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

95th percentile

$488,082

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Asset Growth

30th percentile

-14%

Faster asset growth than 30% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

-1.3%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$81,134,339

Down $13,110,619 (-14%) from 2021

Net Assets

Down

$80,968,919

Down $12,670,165 (-14%) from 2021

Liabilities

Down

$165,420

Down $440,454 (-73%) from 2021

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin23rd percentile

Revenue

Down

$4,340,549

Down $58,408 (-1.3%) from 2021

Expenses

Up

$4,581,287

Up $1,623,837 (+55%) from 2021

Net Income

Down

-$240,738

Down $1,682,245 (-117%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2022

Assets$81,134,339
Liabilities$165,420
Net Assets$80,968,919
Open 2022 Filing

Operations Trend

Revenue Growth44th 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

2022

Revenue$4,340,549
Expenses$4,581,287
Net Income-$240,738
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 17, 2023
Return Version
2021v4.2
Gross Receipts
$11,943,102
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$93,639,084$80,968,919▼ $12,670,165
Investments in Publicly Traded Securities$82,092,124$67,288,900▼ $14,803,224
Other Notes and Loans Receivable, Net$10,000,000$10,000,000→ $0
Savings and Temporary Cash Investments$1,753,356$3,357,130▲ $1,603,774
Cash and Non-Interest-Bearing Accounts$322,362$408,297▲ $85,935
Land, Buildings, and Equipment, Net$64,336$58,645▼ $5,691
Prepaid Expenses and Deferred Charges$12,780$21,367▲ $8,587
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$94,244,958$81,134,339▼ $13,110,619
Liabilities
Accounts Payable and Accrued Expenses$605,874$165,420▼ $440,454
Total Liabilities$605,874$165,420▼ $440,454
Net Assets / Fund Balance
Total Net Assets Fund Balance$93,639,084$80,968,919▼ $12,670,165
Total Liabilities and Net Assets / Fund Balance$94,244,958$81,134,339▼ $13,110,619

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$36,579$46,251$82,830
Equipment$11,746$42,912$54,658
Other Land Buildings$10,320$27,068$37,388
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Holly Spruance Term 93021Executive DirectorFT$149,849$338,233$488,082
Lisa Mahoney Term 0942021Accounting ManagerFT$89,206$206,468$295,674
Inge AldersebaesAssociate DirectorFT$123,323$56,812$180,135
Lauren Booth Start 9072021Executive DirectorFT$38,775$19,794$58,569

Board Members and Trustees

NameTitle
Debbie BrudevoldChair
Chuck AlbrightTrustee
Jordan NgTrustee
Reed Scott-schwalbachTrustee
Mari JonesSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
US BankInvestment Service Fees800 NICOLLET MALL, Minneapolis, MN 55402$398,889
Oregon Mind Body Institute (ombi)Mindfulness Training1776 MILLRACE DRIVE, Eugene, OR 97403$250,107
Education NorthwestEvaluation Services1417 NW EVERETT ST SUITE 310, Portland, OR 97209$107,789
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,340,514
Other Revenue
$35
Change in Net Assets
$-240,738

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,340,549
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-12,622,713
Total Revenue per Audited Statements
$-8,282,164
Total Revenue per Form 990
$4,340,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,418,082
Salaries, Compensation, and Employee Benefits$1,301,874
Other Expenses$861,331
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$2,418,082
Current Officers, Directors, Trustees, and Key Employees---$539,654
Fees for Service Investment Mgmnt Fees---$417,251
Other Salaries and Wages---$322,870
Other Employee Benefits---$203,942
Pension Plan Contributions---$159,968
Fees for Services Other---$117,408
Occupancy---$83,913
Payroll Taxes---$75,440
Advertising---$53,824
Fees for Services Accounting---$33,000
Fees for Services Legal---$25,848
Insurance---$24,706
Office Expenses---$24,272
Depreciation Depletion---$12,229
Conferences and Meetings---$6,342
Travel---$5,178
Information Technology---$4,568
Other Expenses---$737
Total Functional Expenses$0$0$0$4,581,287

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,581,287
Expenses per Audited Statements$4,388,001
Total Expenses per Audited Statements$4,388,001
Expenses Not Reported on Financial Statements$193,286
Other Expense Adjustments$193,286
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Woodburn School DistrictWoodburn, ORSchool DistrictWellness Program Grant$45,000
Lebanon Community SchoolsLebanon, ORSchool DistrictWellness Program Grant$44,961
High Desert Education Service DistrictRedmond, ORSchool DistrictWellness Program Grant$40,000
Mt Angel School DistrictMount Angel, ORSchool DistrictWellness Program Grant$40,000
Seaside School DistrictSeaside, ORSchool DistrictWellness Program Grant$39,530
Clackamas EsdClackamas, ORSchool DistrictWellness Program Grant$38,420
Crook County School DistrictPrineville, ORSchool DistrictWellness Program Grant$38,300
Scappoose School DistrictScappoose, ORSchool DistrictWellness Program Grant$36,550
Klamath Community CollegeKlamath Falls, ORSchool DistrictWellness Program Grant$32,588
La Grande School DistrictLa Grande, ORSchool DistrictWellness Program Grant$31,500
Northwest Regional EsdHillsboro, ORSchool DistrictWellness Program Grant$31,500
Tillamook School DistrictTillamook, ORSchool DistrictWellness Program Grant$30,797
Douglas Education Service DistrictRoseburg, ORSchool DistrictWellness Program Grant$30,000
Vernonia School DistrictVernonia, ORSchool DistrictWellness Program Grant$29,973
Gervais School DistrictGervais, ORSchool DistrictWellness Program Grant$29,899
Elgin School DistrictElgin, ORSchool DistrictWellness Program Grant$29,800
North Wasco County School DistrictMaupin, ORSchool DistrictWellness Program Grant$29,700
St Paul School DistrictSt Paul, ORSchool DistrictWellness Program Grant$29,000
Ashland School DistrictAshland, ORSchool DistrictWellness Program Grant$27,545
Dayton School DistrictDayton, ORSchool DistrictWellness Program Grant$27,528
Beaverton School DistrictBeaverton, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$25,000
Hillsboro School DistrictHillsboro, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$25,000
Portland Public SchoolPortland, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$25,000
Portland Public Schools Nutrition ServicesPortland, ORSchool District430E WELLNESS PROGRAMS:PILOT STUDY$25,000
Salem Keizer School DistrictSalem, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$25,000
Willamette EsdSalem, ORSchool DistrictWellness Program Grant$20,116
DALLAS SCHOOL DISTRICT #2Dallas, ORSchool District430H WELLNESS PROGRAMS:MINI GRANTS$20,000
David Douglas School DistrictPortland, ORSchool District430H WELLNESS PROGRAMS:MINI GRANTS$20,000
Fern Ridge School DistrictElmira, ORSchool DistrictWellness Program Grant$15,705
Bend La Pine School DistrictBend, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Bethel School DistrictEugene, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Canby School DistrictCanby, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Cascade School DistrictTurner, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Centennial School DistrictPortland, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Central Point School DistrictCentral Point, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Central School District 13jIndependence, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Corvallis School DistrictCorvallis, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Eagle Point School DistrictEagle Point, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Eugene 4j School DistrictEugene, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Forest Grove School DistrictForest Grove, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Greater Albany SdAlbany, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Gresham Barlow School DistrictGresham, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Hood River County School DistrictHood River, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Jefferson County School District 509jesdMadras, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Klamath County School DistrictKlamath Falls, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Klamath Falls City SchoolsKlamath Falls, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Lake Oswego School DistrictLake Oswego, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Lincoln County School DistrictNewport, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Mcminnville School DistrictMcminnville, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Newberg SdNewberg, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
North Bend SdNorth Bend, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
North Clackamas School DistrictMilwaukie, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Oregon City SdOregon City, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Parkrose School DistrictPortland, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Pendleton School DistrictPendleton, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Phoenix Talent School DistrictPhoenix, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Redmond School DistrictRedmond, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Roseburg School DistrictRoseburg, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Silver Falls School DistrictSilverton, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
South Lane School DistrictCottage Grove, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Three Rivers School DistrictMurphy, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Tigard-tualatin School DistrictTigard, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
West Linn Wilsonville SdWilsonville, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$15,000
Lake County School DistrictLakeview, ORSchool District430H WELLNESS PROGRAMS:MINI GRANTS$14,987
The Village SchoolEugene, ORSchool District430H WELLNESS PROGRAMS:MINI GRANTS$12,000
Amity SdAmity, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Astoria School DistrictAstoria, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Athena Weston School DistrictAthena, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Baker School DistrictBaker City, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Brookings School DistrictBrookings, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Central Linn SdHalsey, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Central Oregon Community CollegeBend, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Clackamas Community CollegeOregon City, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Columbia Gorge EsdThe Dalles, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Cove School DistrictCove, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Creswell School DistrictCreswell, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Culver School DistrictCulver, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Enterprise SdEnterprise, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Estacada School DistrictEstacada, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Gaston School DistrictGaston, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Grant Education Service DistrictJohn Day, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Harney Education School DistrictBurns, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Joseph SdJoseph, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Junction City School DistrictJunction City, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Lane Community CollegeEugene, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Lane Education Service DistrictEugene, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Linn Benton Community CollegeAlbany, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Linn Benton Lincoln EsdAlbany, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Lowell School DistrictLowell, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Malheur Education Service DistrictVale, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Marcola School DistrictMarcola, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Milton Freewater School DistrictMilton Freewater, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Monroe School DistrictMonroe, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Mt Hood Community CollegeGresham, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Multnomah EsdPortland, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
North Central EsdConden, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Oakridge SdOakridge, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Philomath School DistrictPhilomath, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Rainier School DistrictRainier, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Reedsport Community Charter SchoolsReedsport, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Riverdale School DistrictPortland, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Rogue Community CollegeGrants Pass, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Sheridan School DistrictSheridan, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
South Coast EsdCoos Bay, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Stanfield SdStanfield, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Treasure Valley Community CollegeOntario, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Union School DistrictUnion, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Vale School DistrictVale, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Wallowa County EsdEnterprise, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Warrenton SdWarrenton, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Winston Dillard SdWinston, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$10,000
Annex School DistrictOntario, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Arock School DistrictVale, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Black Butte School DistrictCamp Sherman, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Camas Valley School DistrictCamas Valley, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Crow Applegate Lorane School DistrictEugene, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Days Creek Charter SchoolDays Creek, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Dayville School DistrictDayville, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Falls City SdFalls City, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Huntington School DistrictHuntington, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Imbler Charter SchoolImbler, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Jordan Valley School DistrictJordan Valley, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Juntura School DistrictVale, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Mapleton School DistrictMapleton, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
North Powder School DistrictNorth Powder, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Pilot Rock School DistrictPilot Rock, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Powers School DistrictPowers, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Prairie School DistrictPrairie City, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Sherman County School DistrictMoro, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
South Wasco SdMaupin, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Wallowa School DistrictWallowa, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
Yoncalla School DistrictYoncalla, ORSchool District430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING$7,000
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
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 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. 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
5034956259
Address
6900 SW ATLANTA STREET BLDG 2, TIGARD, OR 97223

Signing Officer

Name
Lauren Booth
Title
Executive Director
Phone
5034956259
Signed
2023-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Booth
Formed
1980
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
4
Employees
9
Volunteers
4

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
1903 WRIGHT PLACE 180, CARLSBAD, CA 92008
Preparer
Debra D Smith CPA
Phone
7604318440
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Recovery of prior year grants 193,286.”

Financial Statement Notes

PART X, LINE 2:

“Gaap 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. Management of the trust has analyzed the tax positions taken by the trust and has concluded that as of june 30, 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions. There are currently no audits for any tax periods in progress.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Recovery of prior year grants 193,286.”

Raw XML AppendixShowing 400 of 1,814 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/CashGrantAmt857000
IRS990ScheduleI/RecipientTable/CashGrantAmt8629700
IRS990ScheduleI/RecipientTable/CashGrantAmt8731500
IRS990ScheduleI/RecipientTable/CashGrantAmt8810000
IRS990ScheduleI/RecipientTable/CashGrantAmt8915000
IRS990ScheduleI/RecipientTable/CashGrantAmt9015000
IRS990ScheduleI/RecipientTable/CashGrantAmt9115000
IRS990ScheduleI/RecipientTable/CashGrantAmt9210000
IRS990ScheduleI/RecipientTable/CashGrantAmt9315000
IRS990ScheduleI/RecipientTable/CashGrantAmt947000
IRS990ScheduleI/RecipientTable/CashGrantAmt9525000
IRS990ScheduleI/RecipientTable/CashGrantAmt9625000
IRS990ScheduleI/RecipientTable/CashGrantAmt977000
IRS990ScheduleI/RecipientTable/CashGrantAmt987000
IRS990ScheduleI/RecipientTable/CashGrantAmt9910000
IRS990ScheduleI/RecipientTable/CashGrantAmt10015000
IRS990ScheduleI/RecipientTable/CashGrantAmt10110000
IRS990ScheduleI/RecipientTable/CashGrantAmt10210000
IRS990ScheduleI/RecipientTable/CashGrantAmt10310000

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,134,339
Liabilities
$165,420
Net assets
$80,968,919
Revenue
$4,340,549
Expenses
$4,581,287
Net income
-$240,738
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
2022Detailed filing. Detailed filing data is available for this year.$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