OREGON HOMECARE WORKERS BENEFIT TR
Cite this
Plain text OREGON HOMECARE WORKERS BENEFIT TR. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/oregon-homecare-workers-benefit-tr-463907102. Retrieved 2026-10-31.
APA furp.org. (n.d.). OREGON HOMECARE WORKERS BENEFIT TR [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 31, 2026, from https://furp.org/org/oregon-homecare-workers-benefit-tr-463907102
MLA “OREGON HOMECARE WORKERS BENEFIT TR.” furp.org, tax years 2014–2024, https://furp.org/org/oregon-homecare-workers-benefit-tr-463907102. Accessed 31 Oct. 2026.
Retrieved 2026-10-31; covers tax years 2014–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $36.0M · expenses $31.1M · assets $24.0M
- EIN
- 46-3907102
- Address
- 525 NE OREGON STREET, PORTLAND, OR 97232-2765
- Website
- www.orhomecaretrust.org
- NTEE code
- Y43
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- April 2015 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO PROVIDE DENTAL, VISION, EMPLOYEE ASSISTANCE PROGRAM AND PAID TIME OFF BENEFITS TO ELIGIBLE PARTICIPANTS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
5 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Melissa Unger | CHAIR | 2019-2024 | $0 | $118,080 | 13 |
| Paul Mckenna (former) | TRUSTEE - PAST | 2014-2019 | $0 | $688,739 | 3 |
| Heather Conroy (former) | TRUSTEE - PAST | 2014-2016 | $152,602 | $430,976 | 5 |
| Brian Rudiger (former) | TRUSTEE - PAST | 2016-2019 | $0 | $391,568 | 8 |
| See Schedule O For Compensation (former) | PAID BY RELATED ORGANIZATIONS | 2020-2021 | $1 | $2 | 5 |
Officers and directors, no compensation reported
20 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Rebecca Sandoval | SECRETARY (until 04/2024) | 2014-2024 | 1 | $0 reported | 8 |
| Cristina Aviles | TRUSTEE | 2021-2024 | 1 | $0 reported | 5 |
| Joy'E Willman | SECRETARY | 2014-2024 | 1 | $0 reported | 7 |
| Cristal Dejarnac | TRUSTEE | 2021-2024 | 1 | $0 reported | 6 |
| Angela Jelley | TRUSTEE | 2021-2024 | 1 | $0 reported | 5 |
| Josefina Riggs | TRUSTEE | 2021-2024 | 1 | $0 reported | 5 |
| Vanessa Herriott | TRUSTEE (until 03/2024) | 2023-2024 | 1 | $0 reported | 3 |
| See Sch O For Compensation | PAID BY RELATED ORGANIZATIONS | 2022-2024 | 0 | $0 reported | 2 |
| Mallory Hagel (former) | Trustee | 2021-2022 | 1 | $0 reported | 3 |
| Maleta Christian (former) | TRUSTEE - PAST | 2014-2021 | 1 | $0 reported | 5 |
| Bobbie Sotin (former) | TRUSTEE - PAST | 2014-2021 | 1 | $0 reported | 5 |
| Sally Cumberworth (former) | TRUSTEE - PAST | 2017-2021 | 1 | $0 reported | 3 |
| Adam Riggs (former) | TRUSTEE - PAST | 2014-2021 | 1 | $0 reported | 3 |
| Gary Fletcher (former) | TRUSTEE - PAST | 2016-2021 | 1 | $0 reported | 2 |
| Terry Haydon (former) | TRUSTEE - PAST | 2018-2021 | 1 | $0 reported | 3 |
| Annie Smith (former) | TRUSTEE - PAST | 2014-2018 | 1 | $0 reported | 3 |
| Patricia Lawrence (former) | TRUSTEE - PAST | 2014-2017 | 1 | $0 reported | 2 |
| Carol Conlon (former) | TRUSTEE - PAST | 2014-2016 | 1 | $0 reported | 2 |
| Laurann Kealiher (former) | TRUSTEE- PAST | 2014 | 1 | $0 reported | 1 |
| Kristin Lewton (former) | TRUSTEE-PAST | 2014 | 1 | $0 reported | 1 |
People by year
2024 · 9 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Melissa Unger | CHAIR | 1 | $0 | $0 | $0 | $0 | 13 |
| Joy'e Willman | SECRETARY | 1 | $0 | $0 | $0 | $0 | 7 |
| ANGELA JELLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| CRISTAL DEJARNAC | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| CRISTINA AVILES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JOSEFINA RIGGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| VANESSA HERRIOTT | TRUSTEE (until 03/2024) | 1 | $0 | $0 | $0 | $0 | 3 |
| REBECCA SANDOVAL | SECRETARY (until 04/2024) | 1 | $0 | $0 | $0 | $0 | 8 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $0 | $0 | $0 | 2 |
2023 · 9 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Melissa Unger | CHAIR | 1 | $0 | $0 | $0 | $0 | 13 |
| Rebecca Sandoval | SECRETARY | 1 | $0 | $0 | $0 | $0 | 8 |
| Joy'e Willman | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| ANGELA JELLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| CRISTAL DEJARNAC | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| CRISTINA AVILES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JOSEFINA RIGGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| VANESSA HERRIOTT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $0 | $0 | $0 | 2 |
2022 · 8 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Melissa Unger | CHAIR | 1 | $0 | $0 | $0 | $0 | 13 |
| Rebecca Sandoval | Trustee | 1 | $0 | $0 | $0 | $0 | 8 |
| Joy'e Willman | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| ANGELA JELLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| CRISTAL DEJARNAC | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| CRISTINA AVILES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| MALLORY HAGEL | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $0 | $0 | $0 | 2 |
2021 · 15 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $1 | $0 | $1 | 5 |
| ADAM RIGGS | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 3 |
| GARY FLETCHER | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 2 |
| JOY'E WILLMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| REBECCA SANDOVAL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| BOBBIE SOTIN | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 5 |
| TERRY HAYDON | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 3 |
| MALETA CHRISTIAN | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 5 |
| SALLY CUMBERWORTH | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 3 |
| MELISSA UNGER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 13 |
| ANGELA JELLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| CRISTAL DEJARNAC | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| CRISTINA AVILES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JOSEFINA RIGGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| MALLORY HAGEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2020 · 10 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $1 | $0 | $1 | 5 |
| ADAM RIGGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| GARY FLETCHER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOY'E WILLMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| REBECCA SANDOVAL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| BOBBIE SOTIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| TERRY HAYDON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MALETA CHRISTIAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| SALLY CUMBERWORTH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MELISSA UNGER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 13 |
2019 · 11 people listed · 1 paid, $118K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MELISSA UNGER | TRUSTEE | 1 | $0 | $118,080 | $0 | $118,080 | 13 |
| BRIAN RUDIGER | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 8 |
| PAUL MCKENNA | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 3 |
| ADAM RIGGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| GARY FLETCHER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOY'E WILLMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| REBECCA SANDOVAL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| BOBBIE SOTIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| TERRY HAYDON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MALETA CHRISTIAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| SALLY CUMBERWORTH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2018 · 11 people listed · 2 paid, $219K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL MCKENNA | TRUSTEE | 1 | $0 | $99,303 | $41,659 | $140,962 | 3 |
| BRIAN RUDIGER | TRUSTEE | 1 | $0 | $51,912 | $25,655 | $77,567 | 8 |
| ADAM RIGGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| GARY FLETCHER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOY'E WILLMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| REBECCA SANDOVAL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| BOBBIE SOTIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| TERRY HAYDON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MALETA CHRISTIAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| SALLY CUMBERWORTH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ANNIE SMITH | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 3 |
2017 · 11 people listed · 2 paid, $298K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN RUDIGER | TRUSTEE | 1 | $0 | $106,935 | $52,847 | $159,782 | 8 |
| PAUL MCKENNA | TRUSTEE | 1 | $0 | $97,389 | $40,856 | $138,245 | 3 |
| ADAM RIGGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| GARY FLETCHER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOY'E WILLMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| REBECCA SANDOVAL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| BOBBIE SOTIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| ANNIE SMITH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MALETA CHRISTIAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| PATRICIA LAWRENCE | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 2 |
| SALLY CUMBERWORTH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2016 · 12 people listed · 3 paid, $445K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN RUDIGER | TRUSTEE | 1 | $0 | $103,830 | $50,389 | $154,219 | 8 |
| HEATHER CONROY | TRUSTEE - PAST | 1 | $0 | $110,869 | $41,733 | $152,602 | 5 |
| PAUL MCKENNA | TRUSTEE | 1 | $0 | $97,717 | $40,428 | $138,145 | 3 |
| ADAM RIGGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| GARY FLETCHER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOY'E WILLMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| REBECCA SANDOVAL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| BOBBIE SOTIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| ANNIE SMITH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MALETA CHRISTIAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| PATRICIA LAWRENCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CAROL CONLON | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 2 |
2015 · 10 people listed · 2 paid, $282K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HEATHER CONROY | TRUSTEE | 1 | $0 | $100,977 | $41,176 | $142,153 | 5 |
| PAUL MCKENNA | TRUSTEE | 1 | $0 | $99,791 | $39,875 | $139,666 | 3 |
| REBECCA SANDOVAL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| BOBBIE SOTIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| CAROL CONLON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ADAM RIGGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ANNIE SMITH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JOY'E WILLMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| MALETA CHRISTIAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| PATRICIA LAWRENCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2014 · 12 people listed · 2 paid, $268K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HEATHER CONROY | TRUSTEE | 1 | $0 | $101,118 | $35,103 | $136,221 | 5 |
| PAUL MCKENNA | TRUSTEE | 1 | $0 | $97,129 | $34,592 | $131,721 | 3 |
| REBECCA SANDOVAL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| BOBBIE SOTIN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| CAROL CONLON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ADAM RIGGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ANNIE SMITH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JOY'E WILLMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| LAURANN KEALIHER | TRUSTEE- PAST | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISTIN LEWTON | TRUSTEE-PAST | 1 | $0 | $0 | $0 | $0 | 1 |
| MALETA CHRISTIAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| PATRICIA LAWRENCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2024 · 2 contractors · $5.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| Rise Partnership | PORTLAND, OR | Contract Service | $3,035,291 |
| Magnacare | WESTBURY, NY | Administrator | $2,736,867 |
2023 · 2 contractors · $5.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Rise Partnership Inc | PORTLAND, OR | Contract Service | $2,659,873 |
| Magnacare | WESTBURY, NY | Administrator | $2,510,163 |
2022 · 2 contractors · $3.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| Rise Partnership Inc | Portland, OR | Contract Service | $2,598,699 |
| VIMLY BENEFIT SOLUTIONS | Mukilteo, WA | Administrator | $1,063,738 |
2021 · 2 contractors · $3.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| RISE PARTNERSHIP INC | PORTLAND, OR | CONTRACT SERVICES | $2,529,915 |
| VIMLY BENEFIT SOLUTIONS | MUKILTEO, WA | ADMINISTRATOR | $1,032,084 |
2020 · 2 contractors · $2.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| RISE PARTNERSHIP INC | PORTLAND, OR | CONTRACT SERVICES | $1,602,896 |
| VIMLY BENEFIT SOLUTIONS | MUKILTEO, WA | ADMINISTRATOR | $1,054,981 |
2019 · 3 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS | MUKILTEO, WA | ADMINISTRATOR | $1,034,365 |
| OR STATE COUNCIL SEIU | SALEM, OR | ENROLLMENT | $413,633 |
| RISE PARTNERSHIP INC | PORTLAND, OR | CONTRACT SERVICES | $226,566 |
2018 · 1 contractor · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS | MUKILTEO, WA | ADMINISTRATOR | $1,018,703 |
2017 · 2 contractors · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS | MUKILTEO, WA | ADMINISTRATOR | $883,334 |
| PUBLISHER'S MAILING SERVICE | SEATTLE, WA | MAILING SERVICE | $135,249 |
2016 · 1 contractor · $707K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT SOLUTIONSINC | MUKILTEO, WA | ADMINISTRATOR | $707,029 |
2015 · 1 contractor · $527K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT SOLUTIONSINC | MUKILTEO, WA | ADMINISTRATOR | $527,115 |
2014 · 2 contractors · $404K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT SOLUTIONSINC | MUKILTEO, WA | ADMINISTRATOR | $278,755 |
| SLEVIN & HART PC | WASHINGTON, DC | LEGAL COUNSEL | $125,408 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $35,978,160 | $31,088,577 | $24,002,553 | $7,934,864 | $0 | $34,979,426 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $27,374,451 | $31,545,515 | $19,315,203 | $2,710,803 | $0 | $26,874,992 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $24,442,254 | $26,176,996 | $21,481,867 | $6,881,867 | $0 | $24,301,883 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $27,437,455 | $26,698,233 | $23,469,609 | $10,347,609 | $0 | $27,416,536 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $26,517,788 | $27,710,681 | $22,591,387 | $9,608,387 | $0 | $26,497,906 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $24,767,019 | $22,877,634 | $21,371,280 | $10,801,280 | $0 | $24,747,165 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $23,964,150 | $21,358,065 | $19,695,845 | $8,911,895 | $0 | $23,944,914 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $24,787,822 | $20,119,205 | $16,301,810 | $6,305,810 | $0 | $24,776,931 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $21,055,475 | $19,516,521 | $10,973,533 | $1,637,193 | $0 | $21,055,056 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $14,361,925 | $12,280,400 | $4,790,239 | $98,239 | $0 | $14,361,925 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $6,671,063 | $8,012,699 | $0 | -$1,983,286 | $0 | $6,671,063 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- OREGON HOMECARE WORKERS SUPPLEMENTAL TR Portland, OR · 9 people in common (Angela Jelley, Cristal Dejarnac, Cristina Aviles) · related organization (Schedule R)
- SEIU 503 TRAINING PARTNERSHIP Portland, OR · 8 people in common (Angela Jelley, Cristal Dejarnac, Cristina Aviles) · related organization (Schedule R)
- SERVICE EMPLOYEES INTERNATIONAL UNION Salem, OR · 7 people in common (Angela Jelley, Cristal Dejarnac, Cristina Aviles) · related organization (Schedule R)
- BUILDING CORPORATION OF SEIU LOCAL 503 OPEU Salem, OR · 7 people in common (Angela Jelley, Cristal Dejarnac, Cristina Aviles)
- RISE PARTNERSHIP Portland, OR · 4 people in common (Cristal Dejarnac, Joy'E Willman, Melissa Unger) · related organization (Schedule R)
- SEIU LOCAL 503 OREGON PUBLIC EMPLOYEES UNION Salem, OR · 2 people in common (Melissa Unger, Rebecca Sandoval)
- SERVICE EMPLOYEES INTERNATIONAL Salem, OR · 2 people in common (Joy'E Willman, Rebecca Sandoval)
- SERVICE EMPLOYEES INTERNATIONAL UNION Washington, DC · 1 person in common (Melissa Unger)
- OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND Seattle, WA · 1 person in common (Melissa Unger)
- H-CAP INC New York, NY · 1 person in common (Melissa Unger)
- SEIU LOCAL 503 AND JOINT EMPLOYERS WORKFORCE DEVELOPMENT FUND Portland, OR · 1 person in common (Melissa Unger)
- OREGON-UNIONS STATE WORKER TRAINING AND EDUCATION FUND TR Portland, OR · 1 person in common (Melissa Unger)
- OREGON SERVICE COUNCIL Portland, OR · 1 person in common (Melissa Unger)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
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Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| UA LOCAL NO 290 PLUMBER STEAMFITTER & SHIPFITTER IND ED SCH AND VACATI | OR | Y43 | $19,229,696 | $17,434,855 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| UFCW COMPREHENSIVE BENEFITS TRUST | CA | Y43 | $32,311,597 | $32,108,756 | CHAIRMAN | $334,619 | Same NTEE code Y43, revenue within 2x, similar mission |
| ORANGE COUNTY EMPLOYEES ASSOCIATION BENEFIT PLANS | CA | Y43 | $19,067,603 | $16,890,137 | Chair - TERM. 9/2024 | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| CAROLINA DEALERSHIPS INC WELFARE BENEFIT TRUST | NC | Y43 | $30,077,676 | $30,063,751 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| GROUP BENEFIT PLAN AGREEMENT AND DECLARATION OF TRUST FOR ORANGE | CA | Y43 | $60,735,541 | $47,139,795 | OFFICE MANAGER | $116,474 | Same NTEE code Y43, revenue within 2x, similar mission |
| BRAKEBUSH BROTHERS INC WELFARE BENEFITS TR | WI | Y43 | $20,369,126 | $21,139,873 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x |
| IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL BENEFIT FUND | NJ | Y43 | $31,470,152 | $27,032,346 | TRUSTEE | $395,059 | Same NTEE code Y43, revenue within 2x, similar mission |
| UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND | CA | Y43 | $23,395,200 | $18,641,449 | LABOR TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEE HEALTH PLAN | FL | Y43 | $28,304,119 | $26,065,635 | Union Trustee | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| NORTHERN NEW JERSEY TEAMSTERS BENEFIT FUND | NJ | Y43 | $35,255,907 | $34,877,052 | TRUSTEE | $225,058 | Same NTEE code Y43, revenue within 2x, similar mission |
| RESEARCH FOUNDATION POST RETIREMENT BENEFITS PLAN | NY | Y43 | $23,316,700 | $23,316,700 | TRUSTEE | $121,660 | Same NTEE code Y43, revenue within 2x, similar mission |
| BOILERMAKER VACATION TRUST | CA | Y43 | $43,343,911 | $41,550,450 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| DEERE & COMPANY WELFARE BENEFIT TRUST 2 | PA | Y43 | $61,551,553 | $61,551,553 | TRUSTEE (SEE SCHEDULE O) | $25 | Same NTEE code Y43, revenue within 2x |
| TEAMSTERS 261 & EMPLOYERS WELFARE FUND | PA | Y43 | $41,614,608 | $41,960,901 | TRUSTEE | $88,100 | Same NTEE code Y43, revenue within 2x, similar mission |
| POST-RETIREMENT BENEFIT TR FOR SHARED RETIREES | PA | Y43 | $18,593,289 | $18,983,130 | TRUSTEE (SEE SCHEDULE O) | $0 | Same NTEE code Y43, revenue within 2x |
| NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR | NC | Y43 | $65,579,983 | $68,548,563 | TRUST CHAIR | $1,400 | Same NTEE code Y43, revenue within 2x |
| UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR | DC | Y43 | $65,602,179 | $29,195,811 | CHAIRPERSON | $112,879 | Same NTEE code Y43, revenue within 2x |
| UNITED PLANT & PRODUCTION WORKERS LOCAL 175 WELFARE FUND | NY | Y43 | $19,419,454 | $12,788,898 | FUNDS ADMIN | $407,948 | Same NTEE code Y43, revenue within 2x, similar mission |
| UNITED DOMESTIC WORKERS BENEFITS TRUST | CA | Y43 | $47,351,341 | $42,897,550 | TRUSTEE | $400,913 | Same NTEE code Y43, revenue within 2x |
| CENTER FOR ADVANCED MANUFACTURING PUGET SOUND CAMPS HEALTHCARE TRUS | WA | Y43 | $20,254,896 | $20,243,881 | EXECUTIVE DIRECTOR, TRUSTE | $161,250 | Same NTEE code Y43, revenue within 2x, similar mission |
| ILWU LOCAL 142 HEALTH & WELFARE TR | HI | Y43 | $57,036,291 | $51,304,463 | UNION TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| RAYTHEON WELFARE BENEFITS TRUST | CT | Y43 | $63,950,744 | $64,741,553 | TRUSTEE (SEE SCHEDULE O) | $14,063 | Same NTEE code Y43, revenue within 2x |
| UFCW LOCAL 2013 HEALTH AND WELFARE FUND | NY | Y43 | $51,741,435 | $48,439,622 | UNION TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| TRANSIT EMPLOYEES HEALTH AND WELFARE FUND | MA | Y43 | $23,153,683 | $20,319,446 | PART-TIME ADMINISTRATOR | $65,322 | Same NTEE code Y43, revenue within 2x, similar mission |
| OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND | WA | Y43 | $56,961,089 | $36,246,489 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| INSTITUTE OF INTERNATIONAL EDUCATION INC | DAF sponsor | $10,454,741 | 10 | 1 | 2015–2024 | RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK |
| THE BANK OF NEW YORK MELLON CORPORATION FOUNDATION | Private foundation | $3,000,000 | 1 | 1 | 2021–2021 | RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK |
| NATIONAL SCIENCE TEACHING ASSOCIATION | DAF sponsor | $79,550 | 3 | 1 | 2021–2023 | RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $31,088,577 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $25,220,979 | - | - | - | 81.1% | |
| Fees: management | $2,733,177 | - | - | - | 8.8% | |
| Fees: other services | $2,583,666 | - | - | - | 8.3% | |
| Office expenses | $383,993 | - | - | - | 1.2% | |
| Fees: legal | $67,641 | - | - | - | 0.2% | |
| Fees: accounting | $52,340 | - | - | - | 0.2% | |
| Insurance | $39,284 | - | - | - | 0.1% | |
| Travel | $7,497 | - | - | - | 0.0% | |
| Total | $31,088,577 | 100% |
2023 · Form 990 · $31,545,515 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $26,126,316 | - | - | - | 82.8% | |
| Fees: other services | $2,490,448 | - | - | - | 7.9% | |
| Fees: management | $2,250,526 | - | - | - | 7.1% | |
| Office expenses | $434,960 | - | - | - | 1.4% | |
| Insurance | $121,066 | - | - | - | 0.4% | |
| Fees: accounting | $82,666 | - | - | - | 0.3% | |
| Fees: legal | $35,000 | - | - | - | 0.1% | |
| Travel | $4,383 | - | - | - | 0.0% | |
| Advertising and promotion | $150 | - | - | - | 0.0% | |
| Total | $31,545,515 | 100% |
2022 · Form 990 · $26,176,996 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,508,049 | - | - | - | 86.0% | |
| Fees: other services | $2,460,114 | - | - | - | 9.4% | |
| Fees: management | $992,750 | - | - | - | 3.8% | |
| Office expenses | $131,105 | - | - | - | 0.5% | |
| Fees: legal | $39,841 | - | - | - | 0.2% | |
| Insurance | $22,597 | - | - | - | 0.1% | |
| Fees: accounting | $22,540 | - | - | - | 0.1% | |
| Total | $26,176,996 | 100% |
2021 · Form 990 · $26,698,233 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,972,676 | - | - | - | 86.0% | |
| Fees: other services | $2,561,673 | - | - | - | 9.6% | |
| Fees: management | $1,032,084 | - | - | - | 3.9% | |
| Office expenses | $80,643 | - | - | - | 0.3% | |
| Fees: accounting | $31,960 | - | - | - | 0.1% | |
| Fees: legal | $19,197 | - | - | - | 0.1% | |
| Total | $26,698,233 | 100% |
2020 · Form 990 · $27,710,681 spent · pay $0 · grants $0 · events $3,138
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $24,730,327 | - | - | - | 89.2% | |
| Fees: other services | $1,649,801 | - | - | - | 6.0% | |
| Fees: management | $1,054,981 | - | - | - | 3.8% | |
| Office expenses | $175,421 | - | - | - | 0.6% | |
| Insurance | $45,259 | - | - | - | 0.2% | |
| Fees: legal | $27,989 | - | - | - | 0.1% | |
| Fees: accounting | $23,765 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $3,138 | - | - | - | 0.0% | |
| Total | $27,710,681 | 100% |
2019 · Form 990 · $22,877,634 spent · pay $0 · grants $0 · events $17,285
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $20,806,955 | - | - | - | 90.9% | |
| Fees: management | $1,034,365 | - | - | - | 4.5% | |
| Fees: other services | $640,352 | - | - | - | 2.8% | |
| Office expenses | $295,781 | - | - | - | 1.3% | |
| Fees: legal | $59,997 | - | - | - | 0.3% | |
| Fees: accounting | $19,414 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $17,285 | - | - | - | 0.1% | |
| Insurance | $3,485 | - | - | - | 0.0% | |
| Total | $22,877,634 | 100% |
2018 · Form 990 · $21,358,065 spent · pay $0 · grants $0 · events $8,312
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $19,991,279 | - | - | - | 93.6% | |
| Fees: management | $979,943 | - | - | - | 4.6% | |
| Office expenses | $259,263 | - | - | - | 1.2% | |
| Fees: legal | $40,417 | - | - | - | 0.2% | |
| Insurance | $30,756 | - | - | - | 0.1% | |
| Fees: accounting | $24,733 | - | - | - | 0.1% | |
| Fees: other services | $23,362 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $8,312 | - | - | - | 0.0% | |
| Total | $21,358,065 | 100% |
2017 · Form 990 · $20,119,205 spent · pay $0 · grants $0 · events $5,472
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $18,872,808 | - | - | - | 93.8% | |
| Fees: management | $874,356 | - | - | - | 4.3% | |
| Office expenses | $281,828 | - | - | - | 1.4% | |
| Fees: legal | $37,458 | - | - | - | 0.2% | |
| Insurance | $27,068 | - | - | - | 0.1% | |
| Fees: accounting | $20,215 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $5,472 | - | - | - | 0.0% | |
| Total | $20,119,205 | 100% |
2016 · Form 990 · $19,516,521 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $18,484,518 | - | - | - | 94.7% | |
| Fees: management | $707,029 | - | - | - | 3.6% | |
| Office expenses | $228,154 | - | - | - | 1.2% | |
| Fees: legal | $50,164 | - | - | - | 0.3% | |
| Insurance | $26,831 | - | - | - | 0.1% | |
| Fees: accounting | $19,825 | - | - | - | 0.1% | |
| Total | $19,516,521 | 100% |
2015 · Form 990 · $12,280,400 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $11,581,882 | - | - | - | 94.3% | |
| Fees: management | $527,115 | - | - | - | 4.3% | |
| Office expenses | $80,111 | - | - | - | 0.7% | |
| Fees: legal | $48,869 | - | - | - | 0.4% | |
| Insurance | $21,273 | - | - | - | 0.2% | |
| Fees: accounting | $21,150 | - | - | - | 0.2% | |
| Total | $12,280,400 | 100% |
2014 · Form 990 · $8,012,699 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,555,175 | - | - | - | 94.3% | |
| Fees: management | $278,755 | - | - | - | 3.5% | |
| Fees: legal | $125,408 | - | - | - | 1.6% | |
| Fees: other services | $17,325 | - | - | - | 0.2% | |
| Fees: accounting | $17,300 | - | - | - | 0.2% | |
| Insurance | $12,413 | - | - | - | 0.2% | |
| Office expenses | $6,323 | - | - | - | 0.1% | |
| Total | $8,012,699 | 100% |
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