Nonprofit · EIN 93-0763726
OEA CHOICE WELFARE TRUST
Tax-exempt · TIGARD, OR 97223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,995,451 | $3,788,663 | $1,206,788 | $97,958,195 | $273,634 | $97,684,561 |
| June 30, 2024 | 990 | $5,277,351 | $3,600,193 | $1,677,158 | $92,441,137 | $399,699 | $92,041,438 |
| June 30, 2023 | 990 | $4,342,619 | $3,082,130 | $1,260,489 | $86,615,977 | $408,272 | $86,207,705 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $4,993,494
- Net gain from sales of assets
- $2,746,869
- Other revenue
- $1,957
Expenses
- Grants and similar amounts paid
- $1,310,297
- Compensation of officers, directors and key employees
- $219,163
- Other salaries and wages
- $497,137
- Salaries, compensation and benefits (total)
- $1,199,348
- Professional fundraising fees
- $0
- Legal fees
- $75,476
- Accounting fees
- $39,023
- Occupancy
- $91,227
- Travel
- $33,016
- Depreciation
- $11,269
Balance sheet and other
- Total assets, start of year
- $92,441,137
- Total assets, end of year
- $97,958,195
- Total liabilities, end of year
- $273,634
- Net assets, end of year
- $97,684,561
- Land, buildings and equipment
- $34,956
- Publicly traded securities
- $90,891,245
- Gross receipts
- $21,605,029
- Employees
- 8
- Volunteers
- 0
- Year formed
- 1980
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| REED SCOTT-SCHWALBACH | TRUSTEE Trustee or director | 1 | $0 | $200,818 | $35,159 |
| LAUREN BOOTH | EXECUTIVE DIRECTOR Officer | 37.5 | $141,698 | $0 | $66,693 |
| JAMIE MYERS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JORDAN NG | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEPHANIE MCEWEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KYLE PFAFFENBACH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVE MCNANNAY | DEFACTO OFFICER Officer | 0 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| REED SCOTT-SCHWALBACH | TRUSTEE Trustee or director | 1 | $0 | $194,540 | $32,909 |
| LAUREN BOOTH | EXECUTIVE DIRECTOR Officer | 37.5 | $142,441 | $0 | $69,917 |
| MARI JONES | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JORDAN NG | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMIE MYERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHANIE MCEWEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| REED SCOTT-SCHWALBACH | TRUSTEE Trustee or director | 1 | $0 | $184,912 | $28,274 |
| LAUREN BOOTH | EXECUTIVE DIRECTOR Officer | 37.5 | $142,372 | $0 | $68,998 |
| INGE ALDERSEBAES TERM 42822 | ASSOCIATE DIRECTOR Highest-paid employee | 37.5 | $128,656 | $0 | $59,094 |
| MARI JONES | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JORDAN NG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEBBIE BRUDEVOLD | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHUCK ALBRIGHT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6900 SW ATLANTA ST BLDG 2, TIGARD, OR 97223-2513
- Principal officer (990 for 2024)
- STEVE MCNANNAY, 6900 SW ATLANTA STREET BLDG 2, TIGARD, OR 97223
- Signed the 990
- STEVE MCNANNAY, PLAN ADMINISTRATOR
- Phone
- (503) 495-6259
- Website
- WWW.OEACHOICE.COM
- Return prepared by
- ALDRICH CPAS AND ADVISORS LLP
Mission
EMPOWERING 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.
Program accomplishments
- 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 19,365 ELIGIBLE PARTICIPANT EMPLOYEES IN THE YEAR ENDING 2025.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 93-0763726
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1982
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $97,958,195
- Income (IRS master file)
- $21,605,029
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,995,451 | $3,788,663 | $97,958,195 | XML |
| 990 | June 2024 | $5,277,351 | $3,600,193 | $92,441,137 | XML |
| 990 | June 2023 | $4,342,619 | $3,082,130 | $86,615,977 | XML |
| 990 | June 2022 | $4,340,549 | $4,581,287 | $81,134,339 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-0763726).
Questions about OEA CHOICE WELFARE TRUST
- What is the EIN of OEA CHOICE WELFARE TRUST?
- The employer identification number (EIN) of OEA CHOICE WELFARE TRUST is 93-0763726.
- Is OEA CHOICE WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1982.
- Are donations to OEA CHOICE WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OEA CHOICE WELFARE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OEA CHOICE WELFARE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OEA CHOICE WELFARE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OEA CHOICE WELFARE TRUST?
- The 990 for the year ended June 30, 2025 names STEVE MCNANNAY.
- Who are the officers and directors of OEA CHOICE WELFARE TRUST?
- The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization.
- How much revenue does OEA CHOICE WELFARE TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,995,451, expenses of $3,788,663 and total assets of $97,958,195 at year end.
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