Civic Intelligence

Oea Choice Trust

990 • Fiscal year 2023 • EIN 93-0763726

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 05, 2024

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

36th percentile

0.00x

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

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.09x

Higher debt load relative to revenue than 59% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

72nd percentile

$213,186

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Asset Growth

46th percentile

6.8%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

0.0%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$86,615,977

Up $5,481,638 (+6.8%) from 2022

Net Assets

Up

$86,207,705

Up $5,238,786 (+6.5%) from 2022

Liabilities

Up

$408,272

Up $242,852 (+147%) from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin84th percentile

Revenue

Up

$4,342,619

Up $2,070 (+0.0%) from 2022

Expenses

Down

$3,082,130

Down $1,499,157 (-33%) from 2022

Net Income

Up

$1,260,489

Up $1,501,227 (+624%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2023

Assets$86,615,977
Liabilities$408,272
Net Assets$86,207,705
Open 2023 Filing

Operations Trend

Revenue Growth34th 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

2023

Revenue$4,342,619
Expenses$3,082,130
Net Income$1,260,489
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 5, 2024
Return Version
2022v5.0
Gross Receipts
$13,168,594
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$80,968,919$86,207,705▲ $5,238,786
Investments in Publicly Traded Securities$67,288,900$73,698,132▲ $6,409,232
Other Notes and Loans Receivable, Net$10,000,000$10,000,000→ $0
Savings and Temporary Cash Investments$3,357,130$1,703,495▼ $1,653,635
Cash and Non-Interest-Bearing Accounts$408,297$735,367▲ $327,070
Pledges and Grants Receivable$0$148,640▲ $148,640
Land, Buildings, and Equipment, Net$58,645$51,190▼ $7,455
Prepaid Expenses and Deferred Charges$21,367$5,470▼ $15,897
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$81,134,339$86,615,977▲ $5,481,638
Other Assets Total$0$273,683▲ $273,683
Liabilities
Other Liabilities$0$273,683▲ $273,683
Accounts Payable and Accrued Expenses$165,420$134,589▼ $30,831
Total Liabilities$165,420$408,272▲ $242,852
Net Assets / Fund Balance
Total Net Assets Fund Balance$80,968,919$86,207,705▲ $5,238,786
Total Liabilities and Net Assets / Fund Balance$81,134,339$86,615,977▲ $5,481,638

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$33,203$49,627$82,830
Equipment$11,244$46,955$58,199
Other Land Buildings$6,743$30,645$37,388
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren BoothExecutive DirectorFT$142,372$68,998$211,370
Inge Aldersebaes Term 42822Associate DirectorFT$128,656$59,094$187,750

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$342,184
Oregon Mind Body Institute (ombi)Mindfulness Training1776 MILLRACE DRIVE, Eugene, OR 97403$233,286
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,341,692
Other Revenue
$927
Change in Net Assets
$1,260,489

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,342,619
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,776,161
Total Revenue per Audited Statements
$8,118,780
Total Revenue per Form 990
$4,342,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,298,808
Salaries, Compensation, and Employee Benefits$1,238,963
Grants and Similar Amounts Paid$544,359
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$544,359
Other Salaries and Wages---$541,443
Fees for Service Investment Mgmnt Fees---$398,506
Other Employee Benefits---$367,665
Current Officers, Directors, Trustees, and Key Employees---$214,583
Fees for Services Other---$126,160
Occupancy---$86,448
Payroll Taxes---$69,204
Advertising---$68,936
Fees for Services Legal---$67,738
Pension Plan Contributions---$46,068
Fees for Services Accounting---$34,000
Travel---$33,424
Office Expenses---$18,728
Depreciation Depletion---$13,363
Other Expenses---$12,685
Insurance---$11,742
Information Technology---$4,182
Total Functional Expenses$0$0$0$3,082,130

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,082,130
Expenses per Audited Statements$2,879,994
Total Expenses per Audited Statements$2,879,994
Expenses Not Reported on Financial Statements$202,136
Other Expense Adjustments$202,136
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jordan Valley School DistrictJordan Valley, ORSchool DistrictWellness Program Grant$30,000
Marcola School DistrictMarcola, ORSchool DistrictWellness Program Grant$30,000
North Wasco County School DistrictMaupin, ORSchool DistrictWellness Program Grant$30,000
Days Creek Charter SchoolDays Creek, ORSchool DistrictWellness Program Grant$28,400
Elgin School DistrictElgin, ORSchool DistrictWellness Program Grant$28,313
Clackamas EsdClackamas, ORSchool DistrictWellness Program Grant$25,030
Crook County School DistrictPrineville, ORSchool DistrictWellness Program Grant$25,008
Portland Public Schools Nutrition ServicesPortland, ORSchool DistrictWellness Program Grant$25,000
Gresham Barlow School DistrictGresham, ORSchool DistrictWellness Program Grant$24,967
Eugene 4j School DistrictEugene, ORSchool DistrictWellness Program Grant$22,700
High Desert Education Service DistrictRedmond, ORSchool DistrictWellness Program Grant$22,432
North Bend SdNorth Bend, ORSchool DistrictWellness Program Grant$21,800
Northwest Regional EsdHillsboro, ORSchool DistrictWellness Program Grant$19,500
Vernonia School DistrictVernonia, ORSchool DistrictWellness Program Grant$18,787
Gervais School DistrictGervais, ORSchool DistrictWellness Program Grant$15,640
Lane Education Service DistrictEugene, ORSchool DistrictWellness Program Grant$15,195
La Grande School DistrictLa Grande, ORSchool DistrictWellness Program Grant$14,808
Scappoose School DistrictScappoose, ORSchool DistrictWellness Program Grant$10,467
Canby School DistrictCanby, ORSchool DistrictWellness Program Grant$10,000
Lane Education Service DistrictEugene, ORSchool DistrictWellness Program Grant$10,000
Rainier School DistrictRainier, ORSchool DistrictWellness Program Grant$10,000
Salem Keizer School DistrictSalem, ORSchool DistrictWellness Program Grant$10,000
Tigard-tualatin School DistrictTigard, ORSchool DistrictWellness Program Grant$8,675
Mt Angel School DistrictMount Angel, ORSchool DistrictWellness Program Grant$8,344
Ashland School DistrictAshland, ORSchool DistrictWellness Program Grant$7,482
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$273,683
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 director's compensation is determined by 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 multiple 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
2024-03-05
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
11
Volunteers
5

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 202,136.”

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, 2023, 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 202,136.”

Raw XML AppendixShowing 400 of 716 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/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt067288900
IRS990/InvestmentsPubTradedSecGrp/EOYAmt073698132
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0127227
IRS990/LandBldgEquipBasisNetGrp/BOYAmt058645
IRS990/LandBldgEquipBasisNetGrp/EOYAmt051190
IRS990/LandBldgEquipCostOrOtherBssAmt0178417
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08825975
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 PUBLIC EDUCATION ENTITIES FOR SELF-DESIGNED WELLNESS PROGRAMS CREATED AND PERSONALIZED BY PUBLIC EDUCATION EMPLOYEES FOR PUBLIC EDUCATION EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt080968919
IRS990/NetAssetsOrFundBalancesEOYAmt086207705
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02061960
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02061960
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03776161
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt086448
IRS990/OfficeExpensesGrp/TotalAmt018728
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0273683
IRS990/OtherChangesInNetAssetsAmt0202136
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0367665
IRS990/OtherExpensesGrp/Desc0WELLNESS PROGRAMS
IRS990/OtherExpensesGrp/Desc1REPAIRS/MAINTENANCE
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/TotalAmt0374006
IRS990/OtherExpensesGrp/TotalAmt148890
IRS990/OtherExpensesGrp/TotalAmt212685
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0273683
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0927
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0927
IRS990/OtherRevenueTotalAmt0927
IRS990/OtherSalariesAndWagesGrp/TotalAmt0541443
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt010000000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt010000000
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt069204
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt046068
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0148640
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021367
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05470
IRS990/PrincipalOfficerNm0LAUREN BOOTH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt02418082
IRS990/PYInvestmentIncomeAmt04340514
IRS990/PYOtherExpensesAmt0861331
IRS990/PYOtherRevenueAmt035
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-240738
IRS990/PYSalariesCompEmpBnftPaidAmt01301874
IRS990/PYTotalExpensesAmt04581287
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04340549
IRS990/ReconcilationRevenueExpnssAmt01260489
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03357130
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01703495
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt011244
IRS990ScheduleD/EquipmentGrp/DepreciationAmt046955
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt058199
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0202136
IRS990ScheduleD/ExpensesSubtotalAmt02879994
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt033203
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt049627
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt082830
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03776161
IRS990ScheduleD/OtherExpensesNotIncludedAmt0202136
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06743
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030645
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt037388
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0273683
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt03776161
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04342619
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP 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, 2023, 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RECOVERY OF PRIOR YEAR GRANTS 202,136.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt051190
IRS990ScheduleD/TotalExpensesPerForm990Amt03082130
IRS990ScheduleD/TotalLiabilityAmt0273683
IRS990ScheduleD/TotalRevenuePerForm990Amt04342619
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08118780
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02879994
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07482
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt225030
IRS990ScheduleI/RecipientTable/CashGrantAmt325008
IRS990ScheduleI/RecipientTable/CashGrantAmt428400
IRS990ScheduleI/RecipientTable/CashGrantAmt528313
IRS990ScheduleI/RecipientTable/CashGrantAmt622700
IRS990ScheduleI/RecipientTable/CashGrantAmt715640
IRS990ScheduleI/RecipientTable/CashGrantAmt824967
IRS990ScheduleI/RecipientTable/CashGrantAmt922432
IRS990ScheduleI/RecipientTable/CashGrantAmt1030000
IRS990ScheduleI/RecipientTable/CashGrantAmt1114808
IRS990ScheduleI/RecipientTable/CashGrantAmt1215195
IRS990ScheduleI/RecipientTable/CashGrantAmt1310000
IRS990ScheduleI/RecipientTable/CashGrantAmt1430000
IRS990ScheduleI/RecipientTable/CashGrantAmt158344
IRS990ScheduleI/RecipientTable/CashGrantAmt1621800
IRS990ScheduleI/RecipientTable/CashGrantAmt1730000
IRS990ScheduleI/RecipientTable/CashGrantAmt1819500
IRS990ScheduleI/RecipientTable/CashGrantAmt1925000
IRS990ScheduleI/RecipientTable/CashGrantAmt2010000
IRS990ScheduleI/RecipientTable/CashGrantAmt2110000
IRS990ScheduleI/RecipientTable/CashGrantAmt2210467
IRS990ScheduleI/RecipientTable/CashGrantAmt238675
IRS990ScheduleI/RecipientTable/CashGrantAmt2418787
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/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt120
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt130
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt140
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt150
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt160
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt170
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt180
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt190
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt200
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt210
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt220
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt230
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt240
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt18WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt19WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt20WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt21WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt22WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt23WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt24WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ASHLAND SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CANBY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CLACKAMAS ESD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CROOK COUNTY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4DAYS CREEK CHARTER SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ELGIN SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6EUGENE 4J SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7GERVAIS SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8GRESHAM BARLOW SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9HIGH DESERT EDUCATION SERVICE DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10JORDAN VALLEY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11LA GRANDE SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12LANE EDUCATION SERVICE DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13LANE EDUCATION SERVICE DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14MARCOLA SCHOOL DISTRICT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,615,977
Liabilities
$408,272
Net assets
$86,207,705
Revenue
$4,342,619
Expenses
$3,082,130
Net income
$1,260,489
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
2023Detailed filing. Detailed filing data is available for this year.$86.6$0.41$86.2$4.34$3.08$1.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.1$0.17$81.0$4.34$4.58$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.2$0.61$93.6$4.40$2.96$1.44
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.9$0.51$79.3$2.55$2.79$0.24
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.7$0.45$77.2$3.07$2.78$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.8$0.42$74.4$9.76$2.26$7.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.7$0.54$70.2$1.95$2.25$0.30
2016Detailed filing. Detailed filing data is available for this year.$64.5$0.35$64.1$2.83$2.08$0.75
2015Detailed filing. Detailed filing data is available for this year.$66.2$0.68$65.5$3.25$2.27$0.98
2014Detailed filing. Detailed filing data is available for this year.$66.1$1.07$65.1$3.81$2.22$1.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.9$1.21$58.7$2.62
2012Summary only. Only limited summary data is available for this year.$57.3$1.47$55.8$2.42$2.30$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.5$1.53$56.0$2.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.0$1.66$50.3$7.79