OEA CHOICE WELFARE TRUST: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: OEA CHOICE WELFARE TRUST (EIN 93-0763726)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-04-25
IRS object ID: 201411159349300911
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-04-25T10:13:09-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	930623286	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	AKT LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	680 HAWTHORNE AVE SE 140	AddressLine1
City	SALEM	City
State	OR	State
ZIP Code	97301	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	930763726	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	OEA CHOICE TRUST	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	OEAC	NameControl
Phone	5036203822	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6900 SW ATLANTA STREET BLDG 2	AddressLine1
City	TIGARD	City
State	OR	State
ZIP Code	97223	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	HOLLY SPRUANCE	Name
Title	EXECUTIVE DIRECTOR	Title
Phone	5036203822	Phone
Date Signed	2014-04-11	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOYLYN M ANKENEY CPA	Name
PTIN	P00366587	PTIN
Phone	5035857774	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	HOLLY SPRUANCE	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	6900 SW ATLANTA STREET BLDG 2	AddressLine1
City	TIGARD	City
State	OR	State
ZIP Code	97223	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	2107754	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	WWW.OEACHOICE.COM	WebSite
Type Of Organization Trust	X	TypeOfOrganizationTrust
Year Formation	1980	YearFormation
State Legal Domicile	OR	StateLegalDomicile
Activity Or Mission Description	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.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	5	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	4	NbrIndependentVotingMembers
Total Nbr Employees	8	TotalNbrEmployees
Total Nbr Volunteers	4	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	0	ContributionsGrantsPriorYear
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	759426	ProgramServiceRevenuePriorYear
Program Service Revenue CY	12756	ProgramServiceRevenueCY
Investment Income Prior Year	1596233	InvestmentIncomePriorYear
Investment Income Current Year	1825851	InvestmentIncomeCurrentYear
Other Revenue Prior Year	63653	OtherRevenuePriorYear
Other Revenue Current Year	269147	OtherRevenueCurrentYear
Total Revenue Prior Year	2419312	TotalRevenuePriorYear
Total Revenue Current Year	2107754	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	557545	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	805218	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	574	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1058190	SalariesEtcPriorYear
Salaries Etc Current Year	1098416	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	679276	OtherExpensePriorYear
Other Expenses Current Year	719840	OtherExpensesCurrentYear
Total Expenses Prior Year	2295585	TotalExpensesPriorYear
Total Expenses Current Year	2623474	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	123727	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-515720	RevenuesLessExpensesCY
Total Assets BOY	57314573	TotalAssetsBOY
Total Assets EOY	59893987	TotalAssetsEOY
Total Liabilities BOY	1468101	TotalLiabilitiesBOY
Total Liabilities EOY	1210563	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	55846472	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	58683424	NetAssetsOrFundBalancesEOY
Mission Description	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	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Description	THE TRUST ASSISTS IN PROMOTING THE HEALTH AND WELL-BEING OF OREGON SCHOOL EMPLOYEES THROUGH WELLNESS PROGRAMS CREATED AND PERSONALIZED BY SCHOOL EMPLOYEES FOR SCHOOL EMPLOYEES. THE TRUST ALSO PROVIDES FOR THE ESTABLISHMENT, FUNDING AND ADMINISTRATION OF BENEFIT PROGRAMS FOR PERSONS ENGAGED IN PUBLIC EDUCATION IN OREGON.	Description
Described In501 C3	0	DescribedIn501C3
Schedule B Required	0	ScheduleBRequired
Political Activities	0	PoliticalActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	4	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	8	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	5	NbrVotingGoverningBodyMembers
Number Independent Voting Members	4	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	JAMIE MARCY	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	5036203822	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	6900 SW ATLANTA ST BLDG 2	AddressLine1
City	TIGARD	City
State	OR	State
ZIP Code	97223	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
MARY LOU BECK
TRUSTEE PRESIDENT	1.00	X	X	0	0	0
GAIL RASMUSSEN
OEA PRESIDENT	1.00	X		0	171054	0
CHERI HIGGINS
TRUSTEE SECRETARY	1.00	X	X	0	0	0
JAMIE SMITH
TRUSTEE	1.00	X		0	0	0
KAREN WEISETH
TRUSTEE	1.00	X		0	0	0
STEVE MCNANNAY
EXECUTIVE DIRECTOR	40.00		X	171674	0	310109
HOLLY SPRUANCE
EXECUTIVE DIRECTOR	40.00		X	113393	0	48674

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	285067	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	171054	TotalReportableCompFrmRltdOrgs
Total Other Compensation	358783	TotalOtherCompensation
Number Individuals GT100 K	2	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	NATIONAL SOFTWARE ASSOCIATES	BusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	5321 WINDSOR TERRACE	AddressLine1
City	WESTLINN	City
State	OR	State
ZIP Code	97068	ZIPCode

Field	Value	IRS element (for citing)
Description Of Services	SYSTEM MAINTENANCE & LEASE EQUIPMENT	DescriptionOfServices
Compensation	180000	Compensation

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	1	NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	ADMINISTRATIVE FEES	Description
Business Code	524292	BusinessCode
Total Revenue Column	12756	TotalRevenueColumn
Related Or Exempt Function Income	12756	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	12756	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1407591	TotalRevenueColumn
Exclusion	$1,407,591	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	418260	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	0	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	418260	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	418260	TotalRevenueColumn
Exclusion	$418,260	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS INCOME	Description
Business Code	900099	BusinessCode
Total Revenue Column	269147	TotalRevenueColumn
Exclusion	$269,147	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	269147	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2107754	TotalRevenueColumn
Related Or Exempt Function Income	12756	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$2,094,998	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	805218	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	428110	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	378872	Total

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	67156	Total

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	163893	Total

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	60385	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	17927	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	39375	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	278099	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	93252	Total

Advertising Advertising

Field	Value	IRS element (for citing)
Total	21793	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	150675	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	39216	Total

Travel Travel

Field	Value	IRS element (for citing)
Total	44739	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	4946	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	6462	Total

Insurance Insurance

Field	Value	IRS element (for citing)
Total	2819	Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal
BANK SERVICE FEES	9963
MISCELLANEOUS	6833
DATA PROCESSING AND SOF	3332
PROPERTY TAXES	409

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	2623474	Total

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	139549	BOY
EOY	160394	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	12031277	BOY
EOY	795255	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	15623	BOY
EOY	8117	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	10000000	BOY
EOY	10000000	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	4751	BOY
EOY	2400	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	138999	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	108496	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	26635	BOY
EOY	30503	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	34610713	BOY
EOY	48679082	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	486025	BOY
EOY	218236	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	57314573	BOY
EOY	59893987	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	1033789	BOY
EOY	602670	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
EOY	441495	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	434312	BOY
EOY	166398	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1468101	BOY
EOY	1210563	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

Field	Value	IRS element (for citing)
BOY	55846472	BOY
EOY	58683424	EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	55846472	BOY
EOY	58683424	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	57314573	BOY
EOY	59893987	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-515720	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	3352546	ReconciliationUnrealizedInvest
Reconcilation Other Changes	126	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	32189	OtherCostOrOtherBasis
Depreciation	25930	Depreciation
Book Value	6259	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	106810	OtherCostOrOtherBasis
Depreciation	82566	Depreciation
Book Value	24244	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	30503	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	DEFERRED COMPENSATION PAYABLE	Description
Amount	$166,398	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	166398	TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt	5123153	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	3352546	NetUnrealizedGainsInvestments
Other Revenues	1087	OtherRevenues
Revenue Not Rptd F990	3353633	RevenueNotRptdF990
Revenue Subtotal	1769520	RevenueSubtotal
Investment Expenses Not Included	278099	InvestmentExpensesNotIncluded
Other Revenues Not Included	60135	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	338234	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	2107754	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	2286201	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	961	OtherExpensesIncluded
Expenses Not Rptd F990	961	ExpensesNotRptdF990
Expenses Subtotal	2285240	ExpensesSubtotal
Investment Expenses Not Included2	278099	InvestmentExpensesNotIncluded2
Other Expenses Not Included	60135	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	338234	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	2623474	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifier	ExplanationExplanation
PART XI, LINE 2D - OTHER ADJUSTMENTS:	INCOME FROM SUBSIDIARY INCLUDED ON CONSOLIDATED FINANCIAL STATEMENT 1,087.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	RECOVERY OF PRIOR YEAR GRANTS NETTED WITH EXPENSE ON FINANCIAL STATEMENT 60,135.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	EXPENSE FROM SUBSIDIARY INCLUDED ON CONSOLIDATED FINANCIAL STATEMENT 961.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	RECOVERY OF PRIOR YEAR GRANTS NETTED WITH EXPENSE ON FINANCIAL STATEMENT 60,135.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (20 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
ARLINGTON COMMUNITY CHARTER SCHOOL
1200 MAIN STREET	ARLINGTON	OR	97812	930506449	SCHOOL DISTRICT	21000	WELLNESS PROGRAM
BAKER SCHOOL DISTRICT 5J
2090 4TH STREET	BAKER CITY	OR	97814	936000179	SCHOOL DISTRICT	22230	WELLNESS PROGRAM
NEWBERG SCHOOL DISTRICT 29J
714 E 6TH STREET	NEWBERG	OR	97132	936001119	SCHOOL DISTRICT	25000	WELLNESS PROGRAM
PORT ORFORD-LANGLOIS SD
PO BOX 8	PORT ORFORD	OR	97465	936000377	SCHOOL DISTRICT	25000	WELLNESS PROGRAM
REEDSPORT SCHOOL DISTRICT #105
100 RANCH RD	REEDSPORT	OR	97467	930565903	SCHOOL DISTRICT	25000	WELLNESS PROGRAM
SOUTH COAST ESD
1350 TEAKWOOD	COOS BAY	OR	97420	936000341	SCHOOL DISTRICT	13144	WELLNESS PROGRAM
SOUTHERN OREGON ESD
101 NORTH GRAPE ST	MEDFORD	OR	97501	936008718	SCHOOL DISTRICT	17580	WELLNESS PROGRAM
BETHEL SCHOOL DISTRICT
4640 BARGER DR	EUGENE	OR	97402	936000591	SCHOOL DISTRICT	25000	WELLNESS PROGRAM
CORVALLIS SCHOOL DISTRICT
1555 SW 35TH ST	CORVALLIS	OR	97339	936000205	SCHOOL DISTRICT	25000	WELLNESS PROGRAM
DALLAS SCHOOL DISTRICT #2
111 SW ASH ST	DALLAS	OR	97338	936000860	SCHOOL DISTRICT	21950	WELLNESS PROGRAM
EUGENE 4J SCHOOL DISTRICT
200 NORTH MONROE STREET	EUGENE	OR	97402	936000566	SCHOOL DISTRICT	6400	WELLNESS PROGRAM
GLADSTONE SD
17789 WEBSTER RD	GLADSTONE	OR	97027	936000287	SCHOOL DISTRICT	13105	WELLNESS PROGRAM
HILLSBORO SCHOOL DISTRICT
3083 NE 49TH PLACE	HILLSBORO	OR	97124	936001037	SCHOOL DISTRICT	25000	WELLNESS PROGRAM
LAKE COUNTY SCHOOL DISTRICT NO7
1341 SO 1ST ST	LAKEVIEW	OR	97630		SCHOOL DISTRICT	25000	WELLNESS PROGRAM
PORTLAND PUBLIC SCHOOLS
PO BOX 3107	PORTLAND	OR	97208	936000830	SCHOOL DISTRICT	25000	WELLNESS PROGRAM
POWDER VALLEY CHARTER SCHOOL
333 G STREET	NORTH POWDER	OR	97867		SCHOOL DISTRICT	5824	WELLNESS PROGRAM
SILVER FALLS SD
802 SCHALDOR ST	SILVERTON	OR	97381	936009509	SCHOOL DISTRICT	22900	WELLNESS PROGRAM
THE VILLAGE SCHOOL
2855 LINCOLN ST STE B	EUGENE	OR	97405	931277593	SCHOOL DISTRICT	5300	WELLNESS PROGRAM
BANDON SCHOOL DISTRICT #54
455 NINTH ST SW	BANDON	OR	97411		3	19629	WELLNESS PROGRAM
DENTAL FOUNDATION OF OREGON
PO BOX 2448	WILSONVILLE	OR	97070	930818476	3	421866	MOBILE DENTAL VAN

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	20	TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURE FOR MONITORING GRANTS IN THE U.S.:	Identifier
Return Reference	PART I, LINE 2:	ReturnReference
Explanation	SCHEDULE I, PART I, LINE 2: PERIODIC WRITTEN REPORTS TO THE OEA CHOICE TRUST BOARD OF TRUSTEES AT INTERVALS TO BE DESIGNATED BY THE OEA CHOICE TRUST ARE REQUIRED. WITHIN 60 DAYS AFTER THE EXPIRATION OF THE PROGRAM PERIOD (INCLUDING ANY AUTHORIZED EXTENSION), THE GRANTEE SHALL MAKE A FINAL REPORT. ALL OF THESE REPORTS MUST INCLUDE A BUDGET REPORT (DESCRIBING IN DETAIL THE USE OF THE GRANT AWARD) AND AN EVALUATION OF THE PROGRAM'S PROGRESS TO DATE FOLLOWING THE CRITERIA IN THE APPROVED GRANT PROPOSAL.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
GAIL RASMUSSEN
OEA PRESIDENT	0	171054	0	0	0	0	0	0	0	0	0	171054	0	171388
STEVE MCNANNAY
EXECUTIVE DIRECTOR	171674	0	0	0	0	0	0	0	92897	0	264571	0	864881	0
HOLLY SPRUANCE
EXECUTIVE DIRECTOR	113393	0	0	0	0	0	0	0	48674	0	162067	0	0	0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11	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 OFFICER'S COMPENSATION IS DETERMINED BY CONTRACT WITH THE BOARD OF DIRECTORS AND THE OREGON EDUCATION ASSOCIATION. 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.
FORM 990, PART VI, SECTION C, LINE 18	ANNOUNCEMENT IN OREGON EDUCATION ASSOCIATION MONTHLY MAGAZINE/NEWS LETTER 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.
FORM 990, PART XI, LINE 9:	GAIN ON SUBSIDIARY INCLUDED ON FINANCIAL STATEMENT 126.	CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	OREGON EDUCATION ASSOCIATION	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	6900 SW ATLANTA ST BLDG 1	AddressLine1
City	TIGARD	City
State	OR	State
ZIP Code	97223	ZIPCode

Field	Value	IRS element (for citing)
EIN	930243443	EIN
Primary Activities	TEACHERS UNION	PrimaryActivities
Legal Domicile State	OR	LegalDomicileState
Exempt Code Section	501(C)(5)	ExemptCodeSection
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Controlled Org	0	ControlledOrg

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	CHOICE BENEFIT ADMINISTRATORS	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	6900 SW ATLANTA ST BLDG 2	AddressLine1
City	TIGARD	City
State	OR	State
ZIP Code	97223	ZIPCode

Field	Value	IRS element (for citing)
EIN	930956921	EIN
Primary Activity	INSURANCE ADMINISTRATOR	PrimaryActivity
Legal Domicile State	OR	LegalDomicileState
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Type Of Entity	C	TypeOfEntity
Share Of Total Income	126	ShareOfTotalIncome
Share Of EOY Assets	51838	ShareOfEOYAssets
Percentage Ownership	1.00000	PercentageOwnership
Controlled Org	0	ControlledOrg

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	0	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	0	DividendsRelatedOrganization
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	1	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	0	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	0	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

Field	Value	IRS element (for citing)
Business Name Line1	OREGON EDUCATION ASSOCIATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	K	TransactionType
Amount Involved	39216	AmountInvolved