Civic Intelligence

Oea Choice Trust

990 • Fiscal year 2025 • EIN 93-0763726

Jul 01, 2024 to Jun 30, 2025 • Filed on Dec 17, 2025

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

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2025 filings • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.05x

Higher debt load relative to revenue than 19% of similar nonprofits.

2025 filings • $50M-$100M nonprofits • Source year 2025

Net Margin

76th percentile

24%

Higher net margin than 76% of similar nonprofits.

2025 filings • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

38th percentile

$235,977

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2025 filings • $50M-$100M nonprofits • Source year 2025

Asset Growth

51st percentile

6.0%

Faster asset growth than 51% of similar nonprofits.

2025 filings • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-5.3%

Faster revenue growth than 19% of similar nonprofits.

2025 filings • $50M-$100M nonprofits • Annualized from 2024 to 2025

Assets

Up

$97,958,195

Up $5,517,058 (+6.0%) from 2024

Net Assets

Up

$97,684,561

Up $5,643,123 (+6.1%) from 2024

Liabilities

Down

$273,634

Down $126,065 (-32%) from 2024

Revenue

Down

$4,995,451

Down $281,900 (-5.3%) from 2024

Expenses

Up

$3,788,663

Up $188,470 (+5.2%) from 2024

Net Income

Down

$1,206,788

Down $470,370 (-28%) from 2024

Historical Trend

Balance Sheet Trend

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

2025

Assets$97,958,195
Liabilities$273,634
Net Assets$97,684,561

Operations Trend

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

2025

Revenue$4,995,451
Expenses$3,788,663
Net Income$1,206,788
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 17, 2025
Return Version
2024v5.2
Gross Receipts
$21,605,029
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$92,041,438$97,684,561▲ $5,643,123
Investments in Publicly Traded Securities$80,168,175$90,891,245▲ $10,723,070
Savings and Temporary Cash Investments$11,611,699$5,385,418▼ $6,226,281
Cash and Non-Interest-Bearing Accounts$294,251$1,153,507▲ $859,256
Pledges and Grants Receivable$120,000$381,631▲ $261,631
Land, Buildings, and Equipment, Net$42,257$34,956▼ $7,301
Prepaid Expenses and Deferred Charges$16,791$13,064▼ $3,727
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$92,441,137$97,958,195▲ $5,517,058
Other Assets Total$187,964$98,374▼ $89,590
Liabilities
Accounts Payable and Accrued Expenses$208,513$172,279▼ $36,234
Other Liabilities$191,186$101,355▼ $89,831
Total Liabilities$399,699$273,634▼ $126,065
Net Assets / Fund Balance
Total Net Assets Fund Balance$92,041,438$97,684,561▲ $5,643,123
Total Liabilities and Net Assets / Fund Balance$92,441,137$97,958,195▲ $5,517,058

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$26,451$56,379$82,830
Equipment$6,806$56,855$63,661
Other Land Buildings$1,699$35,689$37,388
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren BoothExecutive DirectorFT$141,698$66,693$208,391

Board Members and Trustees

NameTitle
Jordan NgChair
Kyle PfaffenbachTrustee
Reed Scott-schwalbachTrustee
Stephanie McewenTrustee
Steve McnannayDefacto Officer
Jamie MyersSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
US BankInvestment Service Fees800 NICOLLET MALL, Minneapolis, MN 55402$448,198
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,993,494
Other Revenue
$1,957
Change in Net Assets
$1,206,788

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,995,451
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,451,493
Total Revenue per Audited Statements
$9,446,944
Total Revenue per Form 990
$4,995,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,310,297
Other Expenses$1,279,018
Salaries, Compensation, and Employee Benefits$1,199,348
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$1,310,297
Other Salaries and Wages---$497,137
Fees for Service Investment Mgmnt Fees---$448,198
Other Employee Benefits---$386,509
Fees for Services Other---$230,814
Current Officers, Directors, Trustees, and Key Employees---$219,163
Occupancy---$91,227
Fees for Services Legal---$75,476
Payroll Taxes---$62,091
Advertising---$53,115
Office Expenses---$39,247
Fees for Services Accounting---$39,023
Pension Plan Contributions---$34,448
Travel---$33,016
Information Technology---$17,703
Insurance---$13,810
Other Expenses---$12,397
Depreciation Depletion---$11,269
Total Functional Expenses$0$0$0$3,788,663

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,803,821
Expenses per Audited Statements$3,788,663
Total Expenses per Form 990$3,788,663
Expenses Not Reported on Form 990$15,158
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Salem Keizer School DistrictSalem, ORSchool DistrictWellness Program Grant$142,478
DALLAS SCHOOL DISTRICT #2Dallas, ORSchool DistrictWellness Program Grant$75,000
Mcminnville School DistrictMcminnville, ORSchool DistrictWellness Program Grant$75,000
Mt Hood Community CollegeGresham, ORSchool DistrictWellness Program Grant$72,850
Astoria School DistrictAstoria, ORSchool DistrictWellness Program Grant$72,716
Bethel School DistrictEugene, ORSchool DistrictWellness Program Grant$71,787
Parkrose School DistrictPortland, ORSchool DistrictWellness Program Grant$57,999
Cascade School DistrictTurner, ORSchool DistrictWellness Program Grant$55,000
Treasure Valley Community CollegeOntario, ORSchool DistrictWellness Program Grant$43,170
Glide School DistrictGlide, ORSchool DistrictWellness Program Grant$40,000
Harrisburg School DistrictHarrisburg, ORSchool DistrictWellness Program Grant$40,000
Gladstone School DistrictGladstone, ORSchool DistrictWellness Program Grant$34,478
Days Creek Charter SchoolDays Creek, ORSchool DistrictWellness Program Grant$30,000
Gresham Barlow SdGresham, ORSchool DistrictWellness Program Grant$30,000
Jordan Valley School DistrictJordan Valley, ORSchool DistrictWellness Program Grant$30,000
Marcola School DistrictMarcola, ORSchool DistrictWellness Program Grant$30,000
Central Linn School DistrictHalsey, ORSchool DistrictWellness Program Grant$28,517
Lane Education Services DistrictEugene, ORSchool DistrictWellness Program Grant$26,200
Eugene 4j School DistrictEugene, ORSchool DistrictWellness Program Grant$22,767
High Desert Education Service DistrictRedmond, ORSchool DistrictWellness Program Grant$17,550
Eugene 4j School DistrictEugene, ORSchool DistrictWellness Program Grant$17,393
Northwest Regional Education School DistrictHillsboro, ORSchool DistrictWellness Program Grant$16,008
Columbia Gorge EsdThe Dalles, ORSchool DistrictWellness Program Grant$15,000
North Power School DistrictNorth Powder, ORSchool DistrictWellness Program Grant$15,000
Elgin School DistrictElgin, ORSchool DistrictWellness Program Grant$14,758
Mt Angel School DistrictMount Angel, ORSchool DistrictWellness Program Grant$11,966
Woodburn School DistrictWoodburn, ORSchool DistrictWellness Program Grant$11,407
North Wasco County School DistrictMaupin, ORSchool DistrictWellness Program Grant$10,300
Beaverton School DistrictBeaverton, ORSchool DistrictWellness Program Grant$10,000
Centennial School DistrictPortland, ORSchool DistrictWellness Program Grant$10,000
Clackamas Education Service DistrictClackamas, ORSchool DistrictWellness Program Grant$10,000
Crow Applegate Lorane School DistrictEugene, ORSchool DistrictWellness Program Grant$10,000
David Douglas School DistrictPortland, ORSchool DistrictWellness Program Grant$10,000
Juntion City School DistirctJunction City, ORSchool DistrictWellness Program Grant$10,000
Lane Education Services DistrictEugene, ORSchool DistrictWellness Program Grant$10,000
Lebanon Coummunity SchoolsKlamath Falls, ORSchool DistrictWellness Program Grant$10,000
Pendelton School DistrictPendleton, ORSchool DistrictWellness Program Grant$10,000
Philomath School DistrictPhilomath, ORSchool DistrictWellness Program Grant$10,000
Umatilla School DistrictUmatilla, ORSchool DistrictWellness Program Grant$10,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$101,355
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
Steve Mcnannay
Title
Plan Administrator
Phone
5034956259
Signed
2025-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Mcnannay
Formed
1980
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
4
Employees
8
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:

Unspent funds retured in 24/25 -14,392.

Financial Statement Notes

PART X, LINE 2:

Gaap requires 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, 2025, 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 XI, LINE 2D - OTHER ADJUSTMENTS:

Loss on sale of assets 766.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Loss on sale of assets 766. Unspent funds retured in 24/25 14,392.

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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/InvestmentsPubTradedSecGrp/EOYAmt090891245
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0148923
IRS990/LandBldgEquipBasisNetGrp/BOYAmt042257
IRS990/LandBldgEquipBasisNetGrp/EOYAmt034956
IRS990/LandBldgEquipCostOrOtherBssAmt0183879
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0766
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016608812
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EMPOWERING CULTURES OF WELL-BEING WITHIN EDUCATION WORKPLACES. PROVIDING FINANCIAL SUPPORT, RESOURCES, PARTNERSHIP & OPPORTUNITIES FOR CONNECTION EMPOWERS EDUCATION COMMUNITIES TO PRACTICE COMMUNITY CARE & SHIFT NORMS TOWARD WHAT PEOPLE NEED TO FEEL VALUED & CARED FOR.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt092041438
IRS990/NetAssetsOrFundBalancesEOYAmt097684561
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02746869
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02746869
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04450727
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt091227
IRS990/OfficeExpensesGrp/TotalAmt039247
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0187964
IRS990/OtherAssetsTotalGrp/EOYAmt098374
IRS990/OtherChangesInNetAssetsAmt0-14392
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0386509
IRS990/OtherExpensesGrp/Desc0WELLNESS PROGRAMS
IRS990/OtherExpensesGrp/Desc1REPAIRS/MAINTENANCE
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/TotalAmt0146632
IRS990/OtherExpensesGrp/TotalAmt167091
IRS990/OtherExpensesGrp/TotalAmt212397
IRS990/OtherLiabilitiesGrp/BOYAmt0191186
IRS990/OtherLiabilitiesGrp/EOYAmt0101355
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01957
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01957
IRS990/OtherRevenueTotalAmt01957
IRS990/OtherSalariesAndWagesGrp/TotalAmt0497137
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt062091
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt034448
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0120000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0381631
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016791
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013064
IRS990/PrincipalOfficerNm0STEVE MCNANNAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt01136430
IRS990/PYInvestmentIncomeAmt05275228
IRS990/PYOtherExpensesAmt01337564
IRS990/PYOtherRevenueAmt02123
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01677158
IRS990/PYSalariesCompEmpBnftPaidAmt01126199
IRS990/PYTotalExpensesAmt03600193
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05277351
IRS990/ReconcilationRevenueExpnssAmt01206788
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011611699
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05385418
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt06806
IRS990ScheduleD/EquipmentGrp/DepreciationAmt056855
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt063661
IRS990ScheduleD/ExpensesNotReportedAmt015158
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03788663
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt026451
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt056379
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt082830
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04450727
IRS990ScheduleD/OtherExpensesIncludedAmt015158
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01699
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt035689
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt037388
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0101355
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITIES
IRS990ScheduleD/OtherRevenueAmt0766
IRS990ScheduleD/RevenueNotReportedAmt04451493
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04995451
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP REQUIRES 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, 2025, 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/ExplanationTxt1LOSS ON SALE OF ASSETS 766.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2LOSS ON SALE OF ASSETS 766. UNSPENT FUNDS RETURED IN 24/25 14,392.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt034956
IRS990ScheduleD/TotalExpensesPerForm990Amt03788663
IRS990ScheduleD/TotalLiabilityAmt0101355
IRS990ScheduleD/TotalRevenuePerForm990Amt04995451
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09446944
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03803821
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/CashGrantAmt117393
IRS990ScheduleI/RecipientTable/CashGrantAmt243170
IRS990ScheduleI/RecipientTable/CashGrantAmt314758
IRS990ScheduleI/RecipientTable/CashGrantAmt440000
IRS990ScheduleI/RecipientTable/CashGrantAmt540000
IRS990ScheduleI/RecipientTable/CashGrantAmt657999
IRS990ScheduleI/RecipientTable/CashGrantAmt711407
IRS990ScheduleI/RecipientTable/CashGrantAmt875000
IRS990ScheduleI/RecipientTable/CashGrantAmt975000
IRS990ScheduleI/RecipientTable/CashGrantAmt10142478
IRS990ScheduleI/RecipientTable/CashGrantAmt1110000
IRS990ScheduleI/RecipientTable/CashGrantAmt1210000
IRS990ScheduleI/RecipientTable/CashGrantAmt1310000
IRS990ScheduleI/RecipientTable/CashGrantAmt1410000
IRS990ScheduleI/RecipientTable/CashGrantAmt1510000
IRS990ScheduleI/RecipientTable/CashGrantAmt1672716
IRS990ScheduleI/RecipientTable/CashGrantAmt1755000
IRS990ScheduleI/RecipientTable/CashGrantAmt1872850
IRS990ScheduleI/RecipientTable/CashGrantAmt1922767
IRS990ScheduleI/RecipientTable/CashGrantAmt2071787
IRS990ScheduleI/RecipientTable/CashGrantAmt2128517
IRS990ScheduleI/RecipientTable/CashGrantAmt2234478
IRS990ScheduleI/RecipientTable/CashGrantAmt2326200
IRS990ScheduleI/RecipientTable/CashGrantAmt2411966
IRS990ScheduleI/RecipientTable/CashGrantAmt2516008
IRS990ScheduleI/RecipientTable/CashGrantAmt2610000
IRS990ScheduleI/RecipientTable/CashGrantAmt2710000
IRS990ScheduleI/RecipientTable/CashGrantAmt2810000
IRS990ScheduleI/RecipientTable/CashGrantAmt2910000
IRS990ScheduleI/RecipientTable/CashGrantAmt3010000
IRS990ScheduleI/RecipientTable/CashGrantAmt3110300
IRS990ScheduleI/RecipientTable/CashGrantAmt3215000
IRS990ScheduleI/RecipientTable/CashGrantAmt3310000
IRS990ScheduleI/RecipientTable/CashGrantAmt3417550
IRS990ScheduleI/RecipientTable/CashGrantAmt3530000
IRS990ScheduleI/RecipientTable/CashGrantAmt3630000
IRS990ScheduleI/RecipientTable/CashGrantAmt3730000
IRS990ScheduleI/RecipientTable/CashGrantAmt3830000
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/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/PurposeOfGrantTxt0WELLNESS PROGRAM GRANT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$98.0$0.27$97.7$5.00$3.79$1.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.4$0.40$92.0$5.28$3.60$1.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.6$0.41$86.2$4.34$3.08$1.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.1$0.17$81.0$4.34$4.58$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.2$0.61$93.6$4.40$2.96$1.44
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.9$0.51$79.3$2.55$2.79$0.24
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.7$0.45$77.2$3.07$2.78$0.29
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