Civic Intelligence

Oea Choice Trust

990 • Fiscal year 2024 • EIN 93-0763726

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 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

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.08x

Higher debt load relative to revenue than 54% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

87th percentile

32%

Higher net margin than 87% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$227,449

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

49th percentile

6.7%

Faster asset growth than 49% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

22%

Faster revenue growth than 81% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$92,441,137

Up $5,825,160 (+6.7%) from 2023

Net Assets

Up

$92,041,438

Up $5,833,733 (+6.8%) from 2023

Liabilities

Down

$399,699

Down $8,573 (-2.1%) from 2023

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin87th percentile

Revenue

Up

$5,277,351

Up $934,732 (+22%) from 2023

Expenses

Up

$3,600,193

Up $518,063 (+17%) from 2023

Net Income

Up

$1,677,158

Up $416,669 (+33%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2024

Assets$92,441,137
Liabilities$399,699
Net Assets$92,041,438
Open 2024 Filing

Operations Trend

Revenue Growth81st 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

2024

Revenue$5,277,351
Expenses$3,600,193
Net Income$1,677,158
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$9,756,821
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$86,207,705$92,041,438▲ $5,833,733
Investments in Publicly Traded Securities$73,698,132$80,168,175▲ $6,470,043
Savings and Temporary Cash Investments$1,703,495$11,611,699▲ $9,908,204
Other Notes and Loans Receivable, Net$10,000,000$0▼ $10,000,000
Cash and Non-Interest-Bearing Accounts$735,367$294,251▼ $441,116
Pledges and Grants Receivable$148,640$120,000▼ $28,640
Land, Buildings, and Equipment, Net$51,190$42,257▼ $8,933
Prepaid Expenses and Deferred Charges$5,470$16,791▲ $11,321
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$86,615,977$92,441,137▲ $5,825,160
Other Assets Total$273,683$187,964▼ $85,719
Liabilities
Accounts Payable and Accrued Expenses$134,589$208,513▲ $73,924
Other Liabilities$273,683$191,186▼ $82,497
Total Liabilities$408,272$399,699▼ $8,573
Net Assets / Fund Balance
Total Net Assets Fund Balance$86,207,705$92,041,438▲ $5,833,733
Total Liabilities and Net Assets / Fund Balance$86,615,977$92,441,137▲ $5,825,160

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$29,827$53,003$82,830
Equipment$9,108$53,816$62,924
Other Land Buildings$3,322$34,066$37,388
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren BoothExecutive DirectorFT$141,481$70,877$212,358

Board Members and Trustees

NameTitle
Mari JonesChair
Jamie MyersTrustee
Reed Scott-schwalbachTrustee
Stephanie McewenTrustee
Jordan NgSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
US BankInvestment Service Fees800 NICOLLET MALL, Minneapolis, MN 55402$398,939
Oregon Mind Body Institute (ombi)Mindfulness Training1776 MILLRACE DRIVE, Eugene, OR 97403$157,824
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,275,228
Other Revenue
$2,123
Change in Net Assets
$1,677,158

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,277,351
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,099,306
Total Revenue per Audited Statements
$9,376,657
Total Revenue per Form 990
$5,277,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,337,564
Grants and Similar Amounts Paid$1,136,430
Salaries, Compensation, and Employee Benefits$1,126,199
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$1,136,430
Other Salaries and Wages---$492,836
Fees for Service Investment Mgmnt Fees---$410,036
Other Employee Benefits---$391,202
Current Officers, Directors, Trustees, and Key Employees---$209,715
Fees for Services Other---$169,235
Fees for Services Legal---$112,390
Occupancy---$92,024
Advertising---$43,471
Travel---$43,368
Office Expenses---$41,845
Fees for Services Accounting---$34,500
Payroll Taxes---$21,450
Depreciation Depletion---$13,658
Other Expenses---$11,780
Pension Plan Contributions---$10,996
Insurance---$5,307
Information Technology---$977
Total Functional Expenses$0$0$0$3,600,193

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,600,193
Expenses per Audited Statements$3,542,924
Total Expenses per Audited Statements$3,542,924
Expenses Not Reported on Financial Statements$57,269
Other Expense Adjustments$57,269
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Salem Keizer School DistrictSalem, ORSchool DistrictWellness Program Grant$220,000
Parkrose School DistrictPortland, ORSchool DistrictWellness Program Grant$74,865
Astoria School DistrictAstoria, ORSchool DistrictWellness Program Grant$55,000
Treasure Valley Community CollegeOntario, ORSchool DistrictWellness Program Grant$40,354
Central Linn School DistrictHalsey, ORSchool DistrictWellness Program Grant$40,000
Gladstone School DistrictGladstone, ORSchool DistrictWellness Program Grant$40,000
Bethel School DistrcitEugene, ORSchool DistrictWellness Program Grant$36,732
North Bend School DistrictNorth Bend, ORSchool DistrictWellness Program Grant$31,423
Days Creek Charter SchoolDays Creek, ORSchool DistrictWellness Program Grant$30,000
Gresham Barlow School DistrictGresham, ORSchool DistrictWellness Program Grant$30,000
High Desert EsdRedmond, ORSchool DistrictWellness Program Grant$30,000
Jordan Valley School DistrictJordan Valley, ORSchool DistrictWellness Program Grant$30,000
North Wasco School DistirctMaupin, ORSchool DistrictWellness Program Grant$30,000
Woodburn School DistrictWoodburn, ORSchool DistrictWellness Program Grant$30,000
Elgin School DistrictElgin, ORSchool DistrictWellness Program Grant$29,980
Marcola School DistrictMarcola, ORSchool DistrictWellness Program Grant$28,659
Dayton School DistrictDayton, ORSchool DistrictWellness Program Grant$27,594
Northwest Regional EsdHillsboro, ORSchool DistrictWellness Program Grant$25,500
La Grande School DistrictLa Grande, ORSchool DistrictWellness Program Grant$25,126
Clackamas EsdClackamas, ORSchool DistrictWellness Program Grant$24,452
Eugene 4j School DistictEugene, ORSchool DistrictWellness Program Grant$23,240
Mt Angel School DistirctMount Angel, ORSchool DistrictWellness Program Grant$22,250
Scappoose School DistirctScappoose, ORSchool DistrictWellness Program Grant$15,500
Vernonia School DistrictVernonia, ORSchool DistrictWellness Program Grant$11,130
Canby School DistrictCanby, ORSchool DistrictWellness Program Grant$10,000
Centennial School DistrictPortland, ORSchool DistrictWellness Program Grant$10,000
Columbia Gorge EsdThe Dalles, ORSchool DistrictWellness Program Grant$10,000
David Douglas School DistrictPortland, ORSchool DistrictWellness Program Grant$10,000
Dufur School DistrictDufur, ORSchool DistrictWellness Program Grant$10,000
Hood River County School DistrictHood River, ORSchool DistrictWellness Program Grant$10,000
Lebanon Community SchoolsLebanon, ORSchool DistrictWellness Program Grant$10,000
Malheur Education Service DistrictVale, ORSchool DistrictWellness Program Grant$10,000
Mt Hood Community CollegeGresham, ORSchool DistrictWellness Program Grant$10,000
Oregon City School DistirctOregon City, ORSchool DistrictWellness Program Grant$10,000
Pilot Rock School DistrictPilot Rock, ORSchool DistrictWellness Program Grant$10,000
Sherman County School DistrictMoro, ORSchool DistrictWellness Program Grant$10,000
Tigard-tualatin School DistrictTigard, ORSchool DistrictWellness Program Grant$10,000
Wallowa County EsdEnterprise, ORSchool DistrictWellness Program Grant$10,000
Scappoose School DistrictScappoose, ORSchool DistrictWellness Program Grant$7,686
Gervais School DistrictGervais, ORSchool DistrictWellness Program Grant$5,468
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$191,186
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
2024-11-14
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
10
Volunteers
0

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 57,269.”

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, 2024, 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 57,269.”

Raw XML AppendixShowing 400 of 838 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/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0977
IRS990/InsuranceGrp/TotalAmt05307
IRS990/InvestmentIncomeGrp/ExclusionAmt02610707
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02610707
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt073698132
IRS990/InvestmentsPubTradedSecGrp/EOYAmt080168175
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0140885
IRS990/LandBldgEquipBasisNetGrp/BOYAmt051190
IRS990/LandBldgEquipBasisNetGrp/EOYAmt042257
IRS990/LandBldgEquipCostOrOtherBssAmt0183142
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04479470
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 PUBLIC EDUCATION EMPLOYEES FOR PUBLIC EDUCATION EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt086207705
IRS990/NetAssetsOrFundBalancesEOYAmt092041438
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02664521
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02664521
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04099306
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt092024
IRS990/OfficeExpensesGrp/TotalAmt041845
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0273683
IRS990/OtherAssetsTotalGrp/EOYAmt0187964
IRS990/OtherChangesInNetAssetsAmt057269
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0391202
IRS990/OtherExpensesGrp/Desc0WELLNESS PROGRAMS
IRS990/OtherExpensesGrp/Desc1REPAIRS/MAINTENANCE
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/TotalAmt0308762
IRS990/OtherExpensesGrp/TotalAmt150211
IRS990/OtherExpensesGrp/TotalAmt211780
IRS990/OtherLiabilitiesGrp/BOYAmt0273683
IRS990/OtherLiabilitiesGrp/EOYAmt0191186
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt02123
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02123
IRS990/OtherRevenueTotalAmt02123
IRS990/OtherSalariesAndWagesGrp/TotalAmt0492836
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt010000000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt021450
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt010996
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0148640
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0120000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05470
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016791
IRS990/PrincipalOfficerNm0LAUREN BOOTH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0544359
IRS990/PYInvestmentIncomeAmt04341692
IRS990/PYOtherExpensesAmt01298808
IRS990/PYOtherRevenueAmt0927
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01260489
IRS990/PYSalariesCompEmpBnftPaidAmt01238963
IRS990/PYTotalExpensesAmt03082130
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04342619
IRS990/ReconcilationRevenueExpnssAmt01677158
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01703495
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011611699
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt09108
IRS990ScheduleD/EquipmentGrp/DepreciationAmt053816
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt062924
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt057269
IRS990ScheduleD/ExpensesSubtotalAmt03542924
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt029827
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt053003
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt082830
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04099306
IRS990ScheduleD/OtherExpensesNotIncludedAmt057269
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03322
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt034066
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt037388
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0191186
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt04099306
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05277351
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, 2024, 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 57,269.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt042257
IRS990ScheduleD/TotalExpensesPerForm990Amt03600193
IRS990ScheduleD/TotalLiabilityAmt0191186
IRS990ScheduleD/TotalRevenuePerForm990Amt05277351
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09376657
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03542924
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt055000
IRS990ScheduleI/RecipientTable/CashGrantAmt136732
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt440000
IRS990ScheduleI/RecipientTable/CashGrantAmt524452
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/CashGrantAmt710000
IRS990ScheduleI/RecipientTable/CashGrantAmt830000
IRS990ScheduleI/RecipientTable/CashGrantAmt927594
IRS990ScheduleI/RecipientTable/CashGrantAmt1010000
IRS990ScheduleI/RecipientTable/CashGrantAmt1129980
IRS990ScheduleI/RecipientTable/CashGrantAmt1223240
IRS990ScheduleI/RecipientTable/CashGrantAmt135468
IRS990ScheduleI/RecipientTable/CashGrantAmt1440000
IRS990ScheduleI/RecipientTable/CashGrantAmt1530000
IRS990ScheduleI/RecipientTable/CashGrantAmt1630000
IRS990ScheduleI/RecipientTable/CashGrantAmt1710000
IRS990ScheduleI/RecipientTable/CashGrantAmt1830000
IRS990ScheduleI/RecipientTable/CashGrantAmt1925126
IRS990ScheduleI/RecipientTable/CashGrantAmt2010000
IRS990ScheduleI/RecipientTable/CashGrantAmt2110000
IRS990ScheduleI/RecipientTable/CashGrantAmt2228659
IRS990ScheduleI/RecipientTable/CashGrantAmt2322250
IRS990ScheduleI/RecipientTable/CashGrantAmt2410000
IRS990ScheduleI/RecipientTable/CashGrantAmt2531423
IRS990ScheduleI/RecipientTable/CashGrantAmt2630000
IRS990ScheduleI/RecipientTable/CashGrantAmt2725500
IRS990ScheduleI/RecipientTable/CashGrantAmt2810000
IRS990ScheduleI/RecipientTable/CashGrantAmt2974865
IRS990ScheduleI/RecipientTable/CashGrantAmt3010000
IRS990ScheduleI/RecipientTable/CashGrantAmt31220000
IRS990ScheduleI/RecipientTable/CashGrantAmt3215500
IRS990ScheduleI/RecipientTable/CashGrantAmt337686
IRS990ScheduleI/RecipientTable/CashGrantAmt3410000
IRS990ScheduleI/RecipientTable/CashGrantAmt3510000
IRS990ScheduleI/RecipientTable/CashGrantAmt3640354
IRS990ScheduleI/RecipientTable/CashGrantAmt3711130
IRS990ScheduleI/RecipientTable/CashGrantAmt3810000
IRS990ScheduleI/RecipientTable/CashGrantAmt3930000
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/IRCSectionDesc29SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc30SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc31SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc32SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc33SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc34SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc35SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc36SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc37SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc38SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/IRCSectionDesc39SCHOOL 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/NonCashAssistanceAmt250
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt260
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt270
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt280
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt290
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt300
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt310
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt320
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt330
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt340
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt350
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt360
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt370
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt380
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt390
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0WELLNESS PROGRAM GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1WELLNESS PROGRAM GRANT

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,441,137
Liabilities
$399,699
Net assets
$92,041,438
Revenue
$5,277,351
Expenses
$3,600,193
Net income
$1,677,158
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
2024Detailed filing. Detailed filing data is available for this year.$92.4$0.40$92.0$5.28$3.60$1.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.6$0.41$86.2$4.34$3.08$1.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.1$0.17$81.0$4.34$4.58$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.2$0.61$93.6$4.40$2.96$1.44
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.9$0.51$79.3$2.55$2.79$0.24
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.7$0.45$77.2$3.07$2.78$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.8$0.42$74.4$9.76$2.26$7.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.7$0.54$70.2$1.95$2.25$0.30
2016Detailed filing. Detailed filing data is available for this year.$64.5$0.35$64.1$2.83$2.08$0.75
2015Detailed filing. Detailed filing data is available for this year.$66.2$0.68$65.5$3.25$2.27$0.98
2014Detailed filing. Detailed filing data is available for this year.$66.1$1.07$65.1$3.81$2.22$1.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.9$1.21$58.7$2.62
2012Summary only. Only limited summary data is available for this year.$57.3$1.47$55.8$2.42$2.30$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.5$1.53$56.0$2.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.0$1.66$50.3$7.79