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EIN 93-0763726

Oea Choice Trust

IRS 501(c) type
501(c)(9)
Num. employees
11
City
Tigard
State
Oregon
Year formed
1980
Most recent tax filings
2023-06-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Oea Choice Trust administers and promotes health and well-being for qualified educational organizations through self-designed wellness programs personalized by school public education employees. It assists in promoting the establishment of health care plans and other related benefits.
Related structure
Oea Choice Trust is a subordinate organization under Oregon Education Association.
Total revenues
$4,342,619
2023
Total expenses
$3,082,130
2023
Total assets
$86,615,977
2023
Num. employees
11
2023

Program areas at Oea Choice Trust

The Trust assists in promoting the health and well-being of Oregon public education employees through wellness programs created and personalized by public education employees for persons engaged in public education in Oregon. There were 12,182 participants in the year ending 2023.

Grants made by Oea Choice Trust

GranteeGrant descriptionAmount
Northwest Regional Esd FoundationWellness Program Grant$19,500
The Village SchoolWellness Program Grant$18,787

Personnel at Oea Choice Trust

NameTitleCompensation
Lauren BoothExecutive Director$142,372
Lorene DiazInternal Culture Human Resources Manager
Asta GarmonGrants Manager
Lisa MahoneyAccounting Manager$223,011
Rachel DrushellaProgram Manager
...and 7 more key personnel

Financials for Oea Choice Trust

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$2,279,732
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$2,061,960
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$927
Total revenues$4,342,619

Form 990s for Oea Choice Trust

Fiscal year endingDate received by IRSFormPDF link
2023-062024-03-05990View PDF
2022-062023-04-17990View PDF
2021-062022-01-10990View PDF
2020-062021-06-30990View PDF
2019-062020-06-09990View PDF
...and 9 more Form 990s
Data update history
January 30, 2024
Updated personnel
Identified 3 new personnel
June 22, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 16, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 14, 2023
Updated personnel
Identified 1 new personnel
June 10, 2023
Used new vendors
Identified 2 new vendors, including , and
Nonprofit Types
Grantmaking organizationsFraternal societiesMutual assistance organizationsChapter / child organizations
Issues
Education
Characteristics
State / local level
General information
Address
6900 SW Atlanta St Bldg 2
Tigard, OR 97223
Metro area
Portland-Vancouver-Hillsboro, OR-WA
County
Washington County, OR
Website URL
oeachoice.com/ 
Phone
(503) 495-6259
IRS details
EIN
93-0763726
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1980
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Subordinate organization
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