OEA CHOICE WELFARE TRUST
Cite this
Plain text OEA CHOICE WELFARE TRUST. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/oea-choice-welfare-trust-930763726. Retrieved 2026-10-26.
APA furp.org. (n.d.). OEA CHOICE WELFARE TRUST [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 26, 2026, from https://furp.org/org/oea-choice-welfare-trust-930763726
MLA “OEA CHOICE WELFARE TRUST.” furp.org, tax years 2009–2024, https://furp.org/org/oea-choice-welfare-trust-930763726. Accessed 26 Oct. 2026.
Retrieved 2026-10-26; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $5.0M · expenses $3.8M · assets $98.0M
- EIN
- 93-0763726
- Address
- 6900 SW ATLANTA ST BLDG 2, TIGARD, OR 97223-2513
- Website
- WWW.OEACHOICE.COM
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- May 1982 (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
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.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
15 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 |
|---|---|---|---|---|---|
| Steve Mcnannay | DEFACTO OFFICER | 2009-2024 | $0 | $3,414,700 | 1 |
| Reed Scott-Schwalbach | TRUSTEE | 2021-2024 | $235,977 | $873,053 | 5 |
| Lauren Booth | EXECUTIVE DIRECTOR | 2022-2024 | $208,391 | $632,119 | 1 |
| Holly Spruance (former) | EXECUTIVE DIRECTOR TERM SEPT 2021 | 2011-2020 | $220,711 | $1,947,598 | 1 |
| Inge Aldersebaes (former) | ASSOCIATE DIRECTOR | 2015-2021 | $180,135 | $1,096,189 | 1 |
| John Larson (former) | TRUSTEE TERM JUNE 2021 | 2017-2020 | $240,571 | $957,251 | 4 |
| Hanna Vaandering (former) | TRUSTEE | 2013-2016 | $196,670 | $737,422 | 4 |
| Gail Rasmussen (former) | OEA PRESIDENT | 2009-2012 | $171,054 | $690,202 | 3 |
| Jamie Marcy (former) | ACCOUNTING MANAGER | 2010-2014 | $172,424 | $534,887 | 1 |
| Holly Spruance Term 93021 (former) | EXECUTIVE DIRECTOR | 2021 | $488,082 | $488,082 | 1 |
| Lisa Mahoney Term 0942021 (former) | ACCOUNTING MANAGER | 2021 | $295,674 | $295,674 | 1 |
| James Jobes (former) | MARKETING REP | 2009 | $271,942 | $271,942 | 1 |
| Inge Aldersebaes Term 42822 (former) | ASSOCIATE DIRECTOR | 2022 | $187,750 | $187,750 | 1 |
| Diane Harvey (former) | CONF SECRETARY | 2011 | $148,847 | $148,847 | 1 |
| Lauren Booth Start 9072021 (former) | EXECUTIVE DIRECTOR | 2021 | $58,569 | $58,569 | 1 |
Officers and directors, no compensation reported
19 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 |
|---|---|---|---|---|---|
| Jamie Myers | SECRETARY | 2023-2024 | 1 | $0 reported | 1 |
| Jordan Ng | CHAIR | 2021-2024 | 1 | $0 reported | 1 |
| Stephanie Mcewen | TRUSTEE | 2023-2024 | 1 | $0 reported | 1 |
| Kyle Pfaffenbach | TRUSTEE | 2024 | 1 | $0 reported | 1 |
| Mari Jones (former) | CHAIR | 2018-2023 | 1 | $0 reported | 1 |
| Debbie Brudevold (former) | CHAIR | 2017-2022 | 1 | $0 reported | 1 |
| Chuck Albright (former) | TRUSTEE | 2017-2022 | 1 | $0 reported | 2 |
| Margarett People (former) | TRUSTEE TERM JUNE 2021 | 2020 | 1 | $0 reported | 1 |
| Lauren Booth Start Sept 2021 (former) | EXECUTIVE DIRECTOR | 2020 | 37 | $0 reported | 1 |
| Margarett Peoples (former) | TRUSTEE | 2017-2019 | 1 | $0 reported | 2 |
| Wendy Simmons (former) | CHAIR | 2015-2017 | 1 | $0 reported | 1 |
| Cheri Higgins (former) | CHAIR | 2010-2016 | 1 | $0 reported | 1 |
| Karen Weiseth (former) | SECRETARY | 2012-2016 | 1 | $0 reported | 2 |
| Jamie Smith (former) | TRUSTEE | 2012-2016 | 1 | $0 reported | 1 |
| Wendy Smith (former) | TRUSTEE | 2016 | 1 | $0 reported | 1 |
| Mary Lou Beck (former) | TRUSTEE | 2009-2015 | 1 | $0 reported | 1 |
| John Nehl (former) | TRUSTEE | 2009-2011 | 1 | $0 reported | 1 |
| Maurice Hicks (former) | TRUSTEE PRESIDENT | 2009-2011 | 1 | $0 reported | 1 |
| Dennis Higginbotham (former) | TRUSTEE | 2009 | 1 | $0 reported | 1 |
People by year
2024 · 7 people listed · 2 paid, $444K · 8 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| REED SCOTT-SCHWALBACH | TRUSTEE | 1 | $0 | $200,818 | $35,159 | $235,977 | 5 |
| LAUREN BOOTH | EXECUTIVE DIRECTOR | 37 | $141,698 | $0 | $66,693 | $208,391 | 1 |
| JAMIE MYERS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JORDAN NG | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEPHANIE MCEWEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KYLE PFAFFENBACH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE MCNANNAY | DEFACTO OFFICER | 0 | $0 | $0 | $0 | $0 | 1 |
2023 · 6 people listed · 2 paid, $440K · 10 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| REED SCOTT-SCHWALBACH | TRUSTEE | 1 | $0 | $194,540 | $32,909 | $227,449 | 5 |
| LAUREN BOOTH | EXECUTIVE DIRECTOR | 37 | $142,441 | $0 | $69,917 | $212,358 | 1 |
| MARI JONES | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JORDAN NG | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMIE MYERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| STEPHANIE MCEWEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 7 people listed · 3 paid, $612K · 11 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| REED SCOTT-SCHWALBACH | TRUSTEE | 1 | $0 | $184,912 | $28,274 | $213,186 | 5 |
| LAUREN BOOTH | EXECUTIVE DIRECTOR | 37 | $142,372 | $0 | $68,998 | $211,370 | 1 |
| INGE ALDERSEBAES TERM 42822 | ASSOCIATE DIRECTOR | 37 | $128,656 | $0 | $59,094 | $187,750 | 1 |
| MARI JONES | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JORDAN NG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DEBBIE BRUDEVOLD | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHUCK ALBRIGHT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2021 · 9 people listed · 5 paid, $1.2M · 9 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HOLLY SPRUANCE TERM 93021 | EXECUTIVE DIRECTOR | 37 | $403,098 | $0 | $84,984 | $488,082 | 1 |
| LISA MAHONEY TERM 0942021 | ACCOUNTING MANAGER | 37 | $223,011 | $0 | $72,663 | $295,674 | 1 |
| REED SCOTT-SCHWALBACH | TRUSTEE | 1 | $0 | $165,591 | $30,850 | $196,441 | 5 |
| INGE ALDERSEBAES | ASSOCIATE DIRECTOR | 37 | $123,323 | $0 | $56,812 | $180,135 | 1 |
| LAUREN BOOTH START 9072021 | EXECUTIVE DIRECTOR | 37 | $38,775 | $0 | $19,794 | $58,569 | 1 |
| DEBBIE BRUDEVOLD | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARI JONES | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| CHUCK ALBRIGHT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JORDAN NG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 8 people listed · 3 paid, $608K · 8 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN LARSON | TRUSTEE TERM JUNE 2021 | 1 | $0 | $206,485 | $34,086 | $240,571 | 4 |
| HOLLY SPRUANCE | EXECUTIVE DIRECTOR TERM SEPT 2021 | 37 | $153,810 | $0 | $66,901 | $220,711 | 1 |
| INGE ALDERSEBAES | ASSOCIATE DIRECTOR | 37 | $119,405 | $0 | $26,924 | $146,329 | 1 |
| DEBBIE BRUDEVOLD | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHUCK ALBRIGHT | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| MARI JONES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MARGARETT PEOPLE | TRUSTEE TERM JUNE 2021 | 1 | $0 | $0 | $0 | $0 | 1 |
| LAUREN BOOTH START SEPT 2021 | EXECUTIVE DIRECTOR | 37 | $0 | $0 | $0 | $0 | 1 |
2019 · 7 people listed · 3 paid, $600K · 8 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN LARSON | TRUSTEE | 1 | $0 | $193,012 | $36,602 | $229,614 | 4 |
| HOLLY SPRUANCE | EXECUTIVE DIRECTOR | 37 | $153,024 | $0 | $56,500 | $209,524 | 1 |
| INGE ALDERSEBAES | ASSOCIATE DIRECTOR | 37 | $115,765 | $0 | $44,975 | $160,740 | 1 |
| DEBBIE BRUDEVOLD | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHUCK ALBRIGHT | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| MARGARETT PEOPLES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MARI JONES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 7 people listed · 3 paid, $635K · 6 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN LARSON | TRUSTEE | 1 | $0 | $179,071 | $80,072 | $259,143 | 4 |
| HOLLY SPRUANCE | EXECUTIVE DIRECTOR | 37 | $149,690 | $0 | $63,740 | $213,430 | 1 |
| INGE ALDERSEBAES | ASSOCIATE DIRECTOR | 37 | $112,458 | $0 | $50,386 | $162,844 | 1 |
| DEBBIE BRUDEVOLD | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHUCK ALBRIGHT | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| MARGARETT PEOPLES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MARI JONES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 7 people listed · 3 paid, $599K · 6 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN LARSON | TRUSTEE | 1 | $0 | $162,059 | $65,864 | $227,923 | 4 |
| HOLLY SPRUANCE | EXECUTIVE DIRECTOR | 37 | $148,378 | $0 | $64,131 | $212,509 | 1 |
| INGE ALDERSEBAES | DIRECTOR OF SEW/ASSOCIATE DIRECTOR | 37 | $109,307 | $0 | $49,572 | $158,879 | 1 |
| WENDY SIMMONS | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHUCK ALBRIGHT | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| DEBBIE BRUDEVOLD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MARGARETT PEOPLES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2016 · 7 people listed · 3 paid, $560K · 7 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HOLLY SPRUANCE | EXECUTIVE DIRECTOR | 37 | $146,386 | $0 | $63,391 | $209,777 | 1 |
| HANNA VAANDERING | TRUSTEE | 1 | $0 | $176,977 | $19,693 | $196,670 | 4 |
| INGE ALDERSEBAES | DIRECTOR OF SCHOOL EMPLOYEE WELLNESS | 37 | $105,637 | $0 | $48,380 | $154,017 | 1 |
| CHERI HIGGINS | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KAREN WEISETH | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMIE SMITH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| WENDY SMITH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 8 people listed · 3 paid, $490K · 8 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HANNA VAANDERING | TRUSTEE | 1 | $0 | $179,597 | $0 | $179,597 | 4 |
| HOLLY SPRUANCE | EXECUTIVE DIRECTOR | 37 | $142,733 | $0 | $34,314 | $177,047 | 1 |
| INGE ALDERSEBAES | DIRECTOR OF SCHOOL EMPLOYEE WELLNESS | 37 | $102,384 | $0 | $30,861 | $133,245 | 1 |
| CHERI HIGGINS | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KAREN WEISETH | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY LOU BECK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMIE SMITH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| WENDY SIMMONS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 8 people listed · 4 paid, $1.0M · 8 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE MCNANNAY | HEALTH CARE POLICY LEAD | 20 | $387,686 | $0 | $109,564 | $497,250 | 1 |
| HOLLY SPRUANCE | EXECUTIVE DIRECTOR | 37 | $144,307 | $0 | $61,562 | $205,869 | 1 |
| JAMIE MARCY | ACCOUNTING MANAGER | 20 | $149,647 | $0 | $22,777 | $172,424 | 1 |
| HANNA VAANDERING | OEA PRESIDENT | 1 | $0 | $170,396 | $0 | $170,396 | 4 |
| CHERI HIGGINS | TRUST PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| KAREN WEISETH | TRUST SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY LOU BECK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMIE SMITH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 7 people listed · 3 paid, $650K · 7 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE MCNANNAY | HEALTH CARE POLICY LEAD | 37 | $171,674 | $0 | $100,483 | $272,157 | 1 |
| HANNA VAANDERING | OEA PRESIDENT | 1 | $0 | $190,759 | $0 | $190,759 | 4 |
| HOLLY SPRUANCE | EXECUTIVE DIRECTOR | 37 | $132,873 | $0 | $54,679 | $187,552 | 1 |
| MARY LOU BECK | TRUST PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| CHERI HIGGINS | TRUST SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMIE SMITH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KAREN WEISETH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2012 · 7 people listed · 3 paid, $815K · 8 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE MCNANNAY | EXECUTIVE DIRECTOR | 40 | $171,674 | $0 | $310,109 | $481,783 | 1 |
| GAIL RASMUSSEN | OEA PRESIDENT | 1 | $0 | $171,054 | $0 | $171,054 | 3 |
| HOLLY SPRUANCE | EXECUTIVE DIRECTOR | 40 | $113,393 | $0 | $48,674 | $162,067 | 1 |
| MARY LOU BECK | TRUSTEE PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| CHERI HIGGINS | TRUSTEE SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMIE SMITH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KAREN WEISETH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2011 · 9 people listed · 5 paid, $1.5M · 8 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE MCNANNAY | EXECUTIVE DIRECTOR | 40 | $795,924 | $0 | $20,990 | $816,914 | 1 |
| JAMIE MARCY | ACCOUNTING MANAGER | 40 | $160,554 | $0 | $32,752 | $193,306 | 1 |
| GAIL RASMUSSEN | OEA PRESIDENT | 1 | $0 | $171,388 | $0 | $171,388 | 3 |
| HOLLY SPRUANCE | DIRECTOR OF PROGRAMS | 40 | $102,491 | $0 | $46,621 | $149,112 | 1 |
| DIANE HARVEY | CONF SECRETARY | 40 | $139,685 | $0 | $9,162 | $148,847 | 1 |
| JOHN NEHL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MAURICE HICKS | TRUSTEE PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY LOU BECK | TRUSTEE SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| CHERI HIGGINS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 7 people listed · 3 paid, $1.3M · 8 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE MCNANNAY | EXECUTIVE DIRECTOR | 40 | $164,584 | $0 | $763,344 | $927,928 | 1 |
| GAIL RASMUSSEN | OEA PRESIDENT | 1 | $0 | $178,822 | $0 | $178,822 | 3 |
| JAMIE MARCY | ACCOUNTING MANAGER | 40 | $104,258 | $0 | $64,899 | $169,157 | 1 |
| JOHN NEHL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MAURICE HICKS | TRUSTEE PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY LOU BECK | TRUSTEE SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| CHERI HIGGINS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2009 · 7 people listed · 3 paid, $860K · 17 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE MCNANNAY | EXECUTIVE DIRECTOR | 40 | $401,025 | $0 | $17,643 | $418,668 | 1 |
| JAMES JOBES | MARKETING REP | 40 | $254,299 | $0 | $17,643 | $271,942 | 1 |
| GAIL RASMUSSEN | OEA PRESIDENT | 1 | $0 | $168,938 | $0 | $168,938 | 3 |
| JOHN NEHL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MAURICE HICKS | TRUSTEE PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY LOU BECK | TRUSTEE SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| DENNIS HIGGINBOTHAM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 1 contractor · $448K
| Name | Location | Service | Paid |
|---|---|---|---|
| US BANK | MINNEAPOLIS, MN | INVESTMENT SERVICE FEES | $448,198 |
2023 · 2 contractors · $557K
| Name | Location | Service | Paid |
|---|---|---|---|
| US BANK | MINNEAPOLIS, MN | INVESTMENT SERVICE FEES | $398,939 |
| OREGON MIND BODY INSTITUTE (OMBI) | EUGENE, OR | MINDFULNESS TRAINING | $157,824 |
2022 · 2 contractors · $575K
| Name | Location | Service | Paid |
|---|---|---|---|
| US BANK | MINNEAPOLIS, MN | INVESTMENT SERVICE FEES | $342,184 |
| OREGON MIND BODY INSTITUTE (OMBI) | EUGENE, OR | MINDFULNESS TRAINING | $233,286 |
2021 · 3 contractors · $757K
| Name | Location | Service | Paid |
|---|---|---|---|
| US BANK | MINNEAPOLIS, MN | INVESTMENT SERVICE FEES | $398,889 |
| OREGON MIND BODY INSTITUTE (OMBI) | EUGENE, OR | MINDFULNESS TRAINING | $250,107 |
| EDUCATION NORTHWEST | PORTLAND, OR | EVALUATION SERVICES | $107,789 |
2020 · 2 contractors · $546K
| Name | Location | Service | Paid |
|---|---|---|---|
| US BANK | MINNEAPOLIS, MN | INVESTMENT MANAGEMENT FEES | $360,547 |
| ORI COMMUNITY AND EVALUATION | EUGENE, OR | MINDFULNESS TRAINING | $185,676 |
2019 · 2 contractors · $510K
| Name | Location | Service | Paid |
|---|---|---|---|
| US BANK | MINNEAPOLIS, MN | INVESTMENT MANAGEMENT FEES | $351,969 |
| ORI COMMUNITY AND EVALUATION | EUGENE, OR | MINDFULNESS TRAINING | $158,411 |
2018 · 1 contractor · $343K
| Name | Location | Service | Paid |
|---|---|---|---|
| US BANK | MINNEAPOLIS, MN | INVESTMENT MANAGEMENT FEES | $343,425 |
2017 · 1 contractor · $326K
| Name | Location | Service | Paid |
|---|---|---|---|
| US BANK | MINNEAPOLIS, MN | INVESTMENT MANAGEMENT FEES | $326,010 |
2016 · 1 contractor · $320K
| Name | Location | Service | Paid |
|---|---|---|---|
| US BANK | MINNEAPOLIS, MN | INVESTMENT MANAGEMENT FEES | $320,278 |
2015 · 1 contractor · $180K
| Name | Location | Service | Paid |
|---|---|---|---|
| NATIONAL SOFTWARE ASSOCIATES | WESTLINN, OR | SYSTEM MAINTENANCE & LEASE EQUIPMENT | $180,000 |
2014 · 1 contractor · $180K
| Name | Location | Service | Paid |
|---|---|---|---|
| NATIONAL SOFTWARE ASSOCIATES | WESTLINN, OR | SYSTEM MAINTENANCE & LEASE EQUIPMENT | $180,000 |
2013 · 1 contractor · $180K
| Name | Location | Service | Paid |
|---|---|---|---|
| NATIONAL SOFTWARE ASSOCIATES | SYSTEM MAINTENANCE & LEASE EQUIPMENT | $180,000 |
2012 · 1 contractor · $180K
| Name | Location | Service | Paid |
|---|---|---|---|
| NATIONAL SOFTWARE ASSOCIATES | WESTLINN, OR | SYSTEM MAINTENANCE & LEASE EQUIPMENT | $180,000 |
2011 · 1 contractor · $180K
| Name | Location | Service | Paid |
|---|---|---|---|
| NATIONAL SOFTWARE ASSOCIATES | WESTLINN, OR | SYSTEM MAINTENANCE & LEASE EQUIPMENT | $180,000 |
2010 · 1 contractor · $195K
| Name | Location | Service | Paid |
|---|---|---|---|
| NATIONAL SOFTWARE ASSOCIATES | WESTLINN, OR | SYSTEM MAINTENANCE & LEASE EQUIPMENT | $195,000 |
2009 · 2 contractors · $318K
| Name | Location | Service | Paid |
|---|---|---|---|
| NATIONAL SOFTWARE ASSOCIATES | WESTLINN, OR | SYSTEM MAINTENANCE & LEASED EQUIPMENT | $210,000 |
| GARVEY SCHUBERT BARER | Portland, OR | LEGAL | $107,729 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 39 grants to organizations · $1.2M
Listed grants add up to $1,217,344; the return's “grants paid” expense line says $1,310,297. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 40 grants to organizations · $1.1M
Listed grants add up to $1,104,959; the return's “grants paid” expense line says $1,136,430. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 25 grants to organizations · $473K
Listed grants add up to $472,548; the return's “grants paid” expense line says $544,359. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 132 grants to organizations · $2.0M
Listed grants add up to $2,027,399; the return's “grants paid” expense line says $2,418,082. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 32 grants to organizations · $695K
Listed grants add up to $695,002; the return's “grants paid” expense line says $709,958. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 29 grants to organizations · $547K
Listed grants add up to $546,670; the return's “grants paid” expense line says $556,628. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 28 grants to organizations · $704K
Listed grants add up to $703,900; the return's “grants paid” expense line says $720,866. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 18 grants to organizations · $471K
2016 · 23 grants to organizations · $600K
2015 · 19 grants to organizations · $339K
2014 · 22 grants to organizations · $372K
Listed grants add up to $371,867; the return's “grants paid” expense line says $390,992. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 18 grants to organizations · $346K
Listed grants add up to $346,309; the return's “grants paid” expense line says $364,301. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 20 grants to organizations · $791K
Listed grants add up to $790,928; the return's “grants paid” expense line says $805,218. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2011 · 18 grants to organizations · $533K
Listed grants add up to $532,545; the return's “grants paid” expense line says $557,545. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2010 · 14 grants to organizations · $311K
Listed grants add up to $311,434; the return's “grants paid” expense line says $325,447. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2009 · 14 grants to organizations · $273K
Listed grants add up to $273,336; the return's “grants paid” expense line says $291,754. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
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 | ||||||||
| $4,995,451 | $3,788,663 | $97,958,195 | $97,684,561 | $0 | $0 | $219,163 | 8 | 0 |
| 2023 · Form 990 | ||||||||
| $5,277,351 | $3,600,193 | $92,441,137 | $92,041,438 | $0 | $0 | $209,715 | 10 | 0 |
| 2022 · Form 990 | ||||||||
| $4,342,619 | $3,082,130 | $86,615,977 | $86,207,705 | $0 | $0 | $214,583 | 11 | 5 |
| 2021 · Form 990 | ||||||||
| $4,340,549 | $4,581,287 | $81,134,339 | $80,968,919 | $0 | $0 | $539,654 | 9 | 4 |
| 2020 · Form 990 | ||||||||
| $4,398,957 | $2,957,450 | $94,244,958 | $93,639,084 | $23,200 | $0 | $221,980 | 8 | 4 |
| 2019 · Form 990 | ||||||||
| $2,549,575 | $2,791,064 | $79,857,670 | $79,346,057 | $7,500 | $0 | $195,400 | 8 | 4 |
| 2018 · Form 990 | ||||||||
| $3,066,673 | $2,781,035 | $77,685,420 | $77,236,968 | $24,000 | $0 | $218,277 | 6 | 4 |
| 2017 · Form 990 | ||||||||
| $9,757,518 | $2,260,113 | $74,815,473 | $74,398,980 | $21,750 | $1,844 | $213,863 | 6 | 4 |
| 2016 · Form 990 | ||||||||
| $1,948,699 | $2,248,643 | $70,720,410 | $70,175,670 | $0 | $0 | $214,209 | 7 | 4 |
| 2015 · Form 990 | ||||||||
| $2,831,643 | $2,078,613 | $64,458,496 | $64,110,683 | $0 | $0 | $185,072 | 8 | 4 |
| 2014 · Form 990 | ||||||||
| $3,251,464 | $2,272,761 | $66,167,204 | $65,489,648 | $0 | $0 | $615,063 | 8 | 4 |
| 2013 · Form 990 | ||||||||
| $3,807,657 | $2,220,238 | $66,144,240 | $65,069,867 | $0 | $0 | $439,276 | 7 | 4 |
| 2012 · Form 990 | ||||||||
| $2,107,754 | $2,623,474 | $59,893,987 | $58,683,424 | $0 | $12,756 | $428,110 | 8 | 4 |
| 2011 · Form 990 | ||||||||
| $2,419,312 | $2,295,585 | $57,314,573 | $55,846,472 | $0 | $759,426 | $418,339 | 8 | 4 |
| 2010 · Form 990 | ||||||||
| $3,361,193 | $2,822,103 | $57,487,118 | $55,960,880 | $0 | $1,605,926 | $907,194 | 8 | 0 |
| 2009 · Form 990 | ||||||||
| $24,317,608 | $7,785,850 | $51,985,144 | $50,328,026 | $0 | $22,927,046 | $418,735 | 17 | 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.
- NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES Washington, DC · 1 person in common (Reed Scott-Schwalbach)
- OREGON EDUCATION ASSOCIATION Portland, OR · 1 person in common (Reed Scott-Schwalbach) · related organization (Schedule R)
- NATIONAL COUNCIL OF STATE EDUCATION ASSOCIATION Washington, DC · 1 person in common (Reed Scott-Schwalbach)
- OREGON EDUCATION ASSOCIATION FOUNDATION Portland, OR · 1 person in common (Reed Scott-Schwalbach)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
No similar organizations found.
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
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 · $3,788,663 spent · pay $1,199,348 · grants $1,310,297 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,310,297 | - | - | - | 34.6% | |
| Other salaries and wages | $497,137 | - | - | - | 13.1% | |
| Fees: investment management | $448,198 | - | - | - | 11.8% | |
| Other employee benefits | $386,509 | - | - | - | 10.2% | |
| Fees: other services | $230,814 | - | - | - | 6.1% | |
| Pay: officers, directors, trustees, key employees | $219,163 | - | - | - | 5.8% | |
| Other (as described) | WELLNESS PROGRAMS | $146,632 | - | - | - | 3.9% |
| Occupancy | $91,227 | - | - | - | 2.4% | |
| Fees: legal | $75,476 | - | - | - | 2.0% | |
| Other (as described) | REPAIRS/MAINTENANCE | $67,091 | - | - | - | 1.8% |
| Payroll taxes | $62,091 | - | - | - | 1.6% | |
| Advertising and promotion | $53,115 | - | - | - | 1.4% | |
| Office expenses | $39,247 | - | - | - | 1.0% | |
| Fees: accounting | $39,023 | - | - | - | 1.0% | |
| Pension plan contributions | $34,448 | - | - | - | 0.9% | |
| Travel | $33,016 | - | - | - | 0.9% | |
| Information technology | $17,703 | - | - | - | 0.5% | |
| Insurance | $13,810 | - | - | - | 0.4% | |
| Other (as described) | TELEPHONE | $12,397 | - | - | - | 0.3% |
| Depreciation and depletion | $11,269 | - | - | - | 0.3% | |
| Total | $3,788,663 | 100% |
2023 · Form 990 · $3,600,193 spent · pay $1,126,199 · grants $1,136,430 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,136,430 | - | - | - | 31.6% | |
| Other salaries and wages | $492,836 | - | - | - | 13.7% | |
| Fees: investment management | $410,036 | - | - | - | 11.4% | |
| Other employee benefits | $391,202 | - | - | - | 10.9% | |
| Other (as described) | WELLNESS PROGRAMS | $308,762 | - | - | - | 8.6% |
| Pay: officers, directors, trustees, key employees | $209,715 | - | - | - | 5.8% | |
| Fees: other services | $169,235 | - | - | - | 4.7% | |
| Fees: legal | $112,390 | - | - | - | 3.1% | |
| Occupancy | $92,024 | - | - | - | 2.6% | |
| Other (as described) | REPAIRS/MAINTENANCE | $50,211 | - | - | - | 1.4% |
| Advertising and promotion | $43,471 | - | - | - | 1.2% | |
| Travel | $43,368 | - | - | - | 1.2% | |
| Office expenses | $41,845 | - | - | - | 1.2% | |
| Fees: accounting | $34,500 | - | - | - | 1.0% | |
| Payroll taxes | $21,450 | - | - | - | 0.6% | |
| Depreciation and depletion | $13,658 | - | - | - | 0.4% | |
| Other (as described) | TELEPHONE | $11,780 | - | - | - | 0.3% |
| Pension plan contributions | $10,996 | - | - | - | 0.3% | |
| Insurance | $5,307 | - | - | - | 0.1% | |
| Information technology | $977 | - | - | - | 0.0% | |
| Total | $3,600,193 | 100% |
2022 · Form 990 · $3,082,130 spent · pay $1,238,963 · grants $544,359 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $544,359 | - | - | - | 17.7% | |
| Other salaries and wages | $541,443 | - | - | - | 17.6% | |
| Fees: investment management | $398,506 | - | - | - | 12.9% | |
| Other (as described) | WELLNESS PROGRAMS | $374,006 | - | - | - | 12.1% |
| Other employee benefits | $367,665 | - | - | - | 11.9% | |
| Pay: officers, directors, trustees, key employees | $214,583 | - | - | - | 7.0% | |
| Fees: other services | $126,160 | - | - | - | 4.1% | |
| Occupancy | $86,448 | - | - | - | 2.8% | |
| Payroll taxes | $69,204 | - | - | - | 2.2% | |
| Advertising and promotion | $68,936 | - | - | - | 2.2% | |
| Fees: legal | $67,738 | - | - | - | 2.2% | |
| Other (as described) | REPAIRS/MAINTENANCE | $48,890 | - | - | - | 1.6% |
| Pension plan contributions | $46,068 | - | - | - | 1.5% | |
| Fees: accounting | $34,000 | - | - | - | 1.1% | |
| Travel | $33,424 | - | - | - | 1.1% | |
| Office expenses | $18,728 | - | - | - | 0.6% | |
| Depreciation and depletion | $13,363 | - | - | - | 0.4% | |
| Other (as described) | TELEPHONE | $12,685 | - | - | - | 0.4% |
| Insurance | $11,742 | - | - | - | 0.4% | |
| Information technology | $4,182 | - | - | - | 0.1% | |
| Total | $3,082,130 | 100% |
2021 · Form 990 · $4,581,287 spent · pay $1,301,874 · grants $2,418,082 · events $6,342
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $2,418,082 | - | - | - | 52.8% | |
| Pay: officers, directors, trustees, key employees | $539,654 | - | - | - | 11.8% | |
| Fees: investment management | $417,251 | - | - | - | 9.1% | |
| Other salaries and wages | $322,870 | - | - | - | 7.0% | |
| Other employee benefits | $203,942 | - | - | - | 4.5% | |
| Pension plan contributions | $159,968 | - | - | - | 3.5% | |
| Fees: other services | $117,408 | - | - | - | 2.6% | |
| Occupancy | $83,913 | - | - | - | 1.8% | |
| Payroll taxes | $75,440 | - | - | - | 1.6% | |
| Advertising and promotion | $53,824 | - | - | - | 1.2% | |
| Other (as described) | REPAIRS/MAINTENANCE | $52,055 | - | - | - | 1.1% |
| Fees: accounting | $33,000 | - | - | - | 0.7% | |
| Fees: legal | $25,848 | - | - | - | 0.6% | |
| Insurance | $24,706 | - | - | - | 0.5% | |
| Office expenses | $24,272 | - | - | - | 0.5% | |
| Depreciation and depletion | $12,229 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $6,342 | - | - | - | 0.1% | |
| Travel | $5,178 | - | - | - | 0.1% | |
| Information technology | $4,568 | - | - | - | 0.1% | |
| Other (as described) | MISCELLANEOUS | $737 | - | - | - | 0.0% |
| Total | $4,581,287 | 100% |
2020 · Form 990 · $2,957,450 spent · pay $1,045,393 · grants $709,958 · events $52,674
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $709,958 | - | - | - | 24.0% | |
| Other salaries and wages | $421,221 | - | - | - | 14.2% | |
| Fees: investment management | $397,432 | - | - | - | 13.4% | |
| Other (as described) | WELLNESS PROGRAM | $304,210 | - | - | - | 10.3% |
| Pay: officers, directors, trustees, key employees | $221,980 | - | - | - | 7.5% | |
| Other employee benefits | $180,349 | - | - | - | 6.1% | |
| Pension plan contributions | $171,087 | - | - | - | 5.8% | |
| Fees: other services | $108,270 | - | - | - | 3.7% | |
| Advertising and promotion | $82,019 | - | - | - | 2.8% | |
| Occupancy | $81,469 | - | - | - | 2.8% | |
| Conferences, conventions and meetings | $52,674 | - | - | - | 1.8% | |
| Payroll taxes | $50,756 | - | - | - | 1.7% | |
| Other (as described) | REPAIRS/MAINTENANCE | $45,800 | - | - | - | 1.5% |
| Fees: accounting | $32,250 | - | - | - | 1.1% | |
| Fees: legal | $27,547 | - | - | - | 0.9% | |
| Insurance | $21,884 | - | - | - | 0.7% | |
| Office expenses | $19,550 | - | - | - | 0.7% | |
| Depreciation and depletion | $14,566 | - | - | - | 0.5% | |
| Travel | $9,792 | - | - | - | 0.3% | |
| Information technology | $4,281 | - | - | - | 0.1% | |
| Other (as described) | MISCELLANEOUS | $355 | - | - | - | 0.0% |
| Total | $2,957,450 | 100% |
2019 · Form 990 · $2,791,064 spent · pay $1,067,965 · grants $556,628 · events $17,802
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $556,628 | - | - | - | 19.9% | |
| Other salaries and wages | $470,864 | - | - | - | 16.9% | |
| Fees: investment management | $351,969 | - | - | - | 12.6% | |
| Other (as described) | WELLNESS PROGRAM | $295,289 | - | - | - | 10.6% |
| Pay: officers, directors, trustees, key employees | $195,400 | - | - | - | 7.0% | |
| Other employee benefits | $190,812 | - | - | - | 6.8% | |
| Advertising and promotion | $175,397 | - | - | - | 6.3% | |
| Pension plan contributions | $158,782 | - | - | - | 5.7% | |
| Occupancy | $79,096 | - | - | - | 2.8% | |
| Fees: other services | $65,740 | - | - | - | 2.4% | |
| Payroll taxes | $52,107 | - | - | - | 1.9% | |
| Other (as described) | EQUIP MAINTENANCE CONTR | $37,579 | - | - | - | 1.3% |
| Fees: accounting | $31,500 | - | - | - | 1.1% | |
| Fees: legal | $24,330 | - | - | - | 0.9% | |
| Travel | $23,365 | - | - | - | 0.8% | |
| Depreciation and depletion | $22,034 | - | - | - | 0.8% | |
| Insurance | $20,948 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $17,802 | - | - | - | 0.6% | |
| Office expenses | $16,178 | - | - | - | 0.6% | |
| Information technology | $4,572 | - | - | - | 0.2% | |
| Other (as described) | MISCELLANEOUS | $672 | - | - | - | 0.0% |
| Total | $2,791,064 | 100% |
2018 · Form 990 · $2,781,035 spent · pay $919,986 · grants $720,866 · events $80,774
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $720,866 | - | - | - | 25.9% | |
| Other salaries and wages | $413,858 | - | - | - | 14.9% | |
| Fees: investment management | $353,509 | - | - | - | 12.7% | |
| Pay: officers, directors, trustees, key employees | $218,277 | - | - | - | 7.8% | |
| Other (as described) | WELLNESS PROGRAM | $185,670 | - | - | - | 6.7% |
| Advertising and promotion | $168,951 | - | - | - | 6.1% | |
| Other employee benefits | $136,597 | - | - | - | 4.9% | |
| Pension plan contributions | $105,819 | - | - | - | 3.8% | |
| Conferences, conventions and meetings | $80,774 | - | - | - | 2.9% | |
| Occupancy | $76,793 | - | - | - | 2.8% | |
| Fees: other services | $71,114 | - | - | - | 2.6% | |
| Payroll taxes | $45,435 | - | - | - | 1.6% | |
| Travel | $39,789 | - | - | - | 1.4% | |
| Other (as described) | EQUIP MAINTENANCE CONTR | $38,709 | - | - | - | 1.4% |
| Fees: accounting | $32,000 | - | - | - | 1.2% | |
| Fees: legal | $28,779 | - | - | - | 1.0% | |
| Insurance | $20,590 | - | - | - | 0.7% | |
| Office expenses | $19,854 | - | - | - | 0.7% | |
| Depreciation and depletion | $18,562 | - | - | - | 0.7% | |
| Information technology | $3,936 | - | - | - | 0.1% | |
| Other (as described) | MISCELLANEOUS | $1,153 | - | - | - | 0.0% |
| Total | $2,781,035 | 100% |
2017 · Form 990 · $2,260,113 spent · pay $890,732 · grants $470,907 · events $78,575
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $470,907 | - | - | - | 20.8% | |
| Other salaries and wages | $394,701 | - | - | - | 17.5% | |
| Fees: investment management | $336,089 | - | - | - | 14.9% | |
| Pay: officers, directors, trustees, key employees | $213,863 | - | - | - | 9.5% | |
| Other employee benefits | $139,367 | - | - | - | 6.2% | |
| Other (as described) | WELLNESS PROGRAM EXPENS | $127,162 | - | - | - | 5.6% |
| Pension plan contributions | $98,388 | - | - | - | 4.4% | |
| Conferences, conventions and meetings | $78,575 | - | - | - | 3.5% | |
| Fees: other services | $59,720 | - | - | - | 2.6% | |
| Fees: legal | $53,076 | - | - | - | 2.3% | |
| Occupancy | $50,071 | - | - | - | 2.2% | |
| Payroll taxes | $44,413 | - | - | - | 2.0% | |
| Other (as described) | EQUIP MAINTENANCE CONTR | $43,120 | - | - | - | 1.9% |
| Office expenses | $40,135 | - | - | - | 1.8% | |
| Travel | $37,246 | - | - | - | 1.6% | |
| Fees: accounting | $35,000 | - | - | - | 1.5% | |
| Depreciation and depletion | $17,309 | - | - | - | 0.8% | |
| Advertising and promotion | $13,904 | - | - | - | 0.6% | |
| Other (as described) | DATA PROCESSING | $3,711 | - | - | - | 0.2% |
| Insurance | $2,386 | - | - | - | 0.1% | |
| Other (as described) | MISCELLANEOUS | $970 | - | - | - | 0.0% |
| Total | $2,260,113 | 100% |
2016 · Form 990 · $2,248,643 spent · pay $810,673 · grants $599,862 · events $36,266
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $599,862 | - | - | - | 26.7% | |
| Other salaries and wages | $355,223 | - | - | - | 15.8% | |
| Fees: investment management | $325,891 | - | - | - | 14.5% | |
| Pay: officers, directors, trustees, key employees | $214,209 | - | - | - | 9.5% | |
| Other employee benefits | $119,457 | - | - | - | 5.3% | |
| Fees: other services | $100,568 | - | - | - | 4.5% | |
| Fees: legal | $88,440 | - | - | - | 3.9% | |
| Pension plan contributions | $79,173 | - | - | - | 3.5% | |
| Other (as described) | WELLNESS PROGRAM EXPENS | $66,696 | - | - | - | 3.0% |
| Travel | $46,924 | - | - | - | 2.1% | |
| Payroll taxes | $42,611 | - | - | - | 1.9% | |
| Occupancy | $41,488 | - | - | - | 1.8% | |
| Other (as described) | EQUIP MAINTENANCE CONTR | $37,774 | - | - | - | 1.7% |
| Conferences, conventions and meetings | $36,266 | - | - | - | 1.6% | |
| Fees: accounting | $31,150 | - | - | - | 1.4% | |
| Office expenses | $26,282 | - | - | - | 1.2% | |
| Advertising and promotion | $21,167 | - | - | - | 0.9% | |
| Depreciation and depletion | $9,324 | - | - | - | 0.4% | |
| Other (as described) | DATA PROCESSING | $3,237 | - | - | - | 0.1% |
| Insurance | $1,451 | - | - | - | 0.1% | |
| Other (as described) | MISCELLANEOUS | $1,450 | - | - | - | 0.1% |
| Total | $2,248,643 | 100% |
2015 · Form 990 · $2,078,613 spent · pay $933,557 · grants $338,952 · events $2,094
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $387,095 | - | - | - | 18.6% | |
| Grants to US organizations and governments | $338,952 | - | - | - | 16.3% | |
| Fees: investment management | $324,228 | - | - | - | 15.6% | |
| Pay: officers, directors, trustees, key employees | $185,072 | - | - | - | 8.9% | |
| Other employee benefits | $159,049 | - | - | - | 7.7% | |
| Pension plan contributions | $150,981 | - | - | - | 7.3% | |
| Office expenses | $134,237 | - | - | - | 6.5% | |
| Fees: other services | $112,067 | - | - | - | 5.4% | |
| Travel | $96,720 | - | - | - | 4.7% | |
| Payroll taxes | $51,360 | - | - | - | 2.5% | |
| Occupancy | $40,840 | - | - | - | 2.0% | |
| Fees: accounting | $36,200 | - | - | - | 1.7% | |
| Advertising and promotion | $16,981 | - | - | - | 0.8% | |
| Fees: legal | $15,454 | - | - | - | 0.7% | |
| Depreciation and depletion | $9,082 | - | - | - | 0.4% | |
| Other (as described) | UNAMORTIZED DISCOUNT | $7,141 | - | - | - | 0.3% |
| Other (as described) | BANK SERVICE FEES | $3,757 | - | - | - | 0.2% |
| Other (as described) | DATA PROCESSING | $3,274 | - | - | - | 0.2% |
| Conferences, conventions and meetings | $2,094 | - | - | - | 0.1% | |
| Other (as described) | MISCELLANEOUS | $2,047 | - | - | - | 0.1% |
| Insurance | $1,378 | - | - | - | 0.1% | |
| All other expenses | $604 | - | - | - | 0.0% | |
| Total | $2,078,613 | 100% |
2014 · Form 990 · $2,272,761 spent · pay $1,089,242 · grants $390,992 · events $3,519
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $615,063 | - | - | - | 27.1% | |
| Grants to US organizations and governments | $390,992 | - | - | - | 17.2% | |
| Fees: investment management | $330,178 | - | - | - | 14.5% | |
| Other salaries and wages | $180,697 | - | - | - | 8.0% | |
| Office expenses | $144,259 | - | - | - | 6.3% | |
| Other employee benefits | $125,177 | - | - | - | 5.5% | |
| Fees: other services | $108,392 | - | - | - | 4.8% | |
| Pension plan contributions | $103,411 | - | - | - | 4.6% | |
| Travel | $82,222 | - | - | - | 3.6% | |
| Payroll taxes | $64,894 | - | - | - | 2.9% | |
| Occupancy | $39,785 | - | - | - | 1.8% | |
| Fees: accounting | $36,125 | - | - | - | 1.6% | |
| Advertising and promotion | $23,047 | - | - | - | 1.0% | |
| Depreciation and depletion | $6,610 | - | - | - | 0.3% | |
| Fees: legal | $6,251 | - | - | - | 0.3% | |
| Other (as described) | BANK SERVICE FEES | $4,039 | - | - | - | 0.2% |
| Conferences, conventions and meetings | $3,519 | - | - | - | 0.2% | |
| Other (as described) | DATA PROCESSING AND SOF | $3,159 | - | - | - | 0.1% |
| Insurance | $2,198 | - | - | - | 0.1% | |
| Other (as described) | MISCELLANEOUS | $2,187 | - | - | - | 0.1% |
| Other (as described) | PROPERTY TAXES | $556 | - | - | - | 0.0% |
| Total | $2,272,761 | 100% |
2013 · Form 990 · $2,220,238 spent · pay $1,083,021 · grants $364,301 · events $3,780
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $439,276 | - | - | - | 19.8% | |
| Grants to US organizations and governments | $364,301 | - | - | - | 16.4% | |
| Other salaries and wages | $328,965 | - | - | - | 14.8% | |
| Fees: investment management | $308,571 | - | - | - | 13.9% | |
| Other employee benefits | $157,315 | - | - | - | 7.1% | |
| Office expenses | $145,027 | - | - | - | 6.5% | |
| Pension plan contributions | $100,182 | - | - | - | 4.5% | |
| Fees: other services | $91,160 | - | - | - | 4.1% | |
| Fees: legal | $58,825 | - | - | - | 2.6% | |
| Payroll taxes | $57,283 | - | - | - | 2.6% | |
| Travel | $39,421 | - | - | - | 1.8% | |
| Occupancy | $39,216 | - | - | - | 1.8% | |
| Fees: accounting | $38,750 | - | - | - | 1.7% | |
| Advertising and promotion | $24,193 | - | - | - | 1.1% | |
| Depreciation and depletion | $6,558 | - | - | - | 0.3% | |
| Other (as described) | MISCELLANEOUS | $5,911 | - | - | - | 0.3% |
| Other (as described) | BANK SERVICE FEES | $5,096 | - | - | - | 0.2% |
| Conferences, conventions and meetings | $3,780 | - | - | - | 0.2% | |
| Insurance | $3,326 | - | - | - | 0.1% | |
| Other (as described) | DATA PROCESSING AND SOF | $3,107 | - | - | - | 0.1% |
| Other (as described) | PROPERTY TAXES | -$25 | - | - | - | -0.0% |
| Total | $2,220,238 | 100% |
2012 · Form 990 · $2,623,474 spent · pay $1,098,416 · grants $805,218 · events $4,946
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $805,218 | - | - | - | 30.7% | |
| Pay: officers, directors, trustees, key employees | $428,110 | - | - | - | 16.3% | |
| Other salaries and wages | $378,872 | - | - | - | 14.4% | |
| Fees: investment management | $278,099 | - | - | - | 10.6% | |
| Other employee benefits | $163,893 | - | - | - | 6.2% | |
| Office expenses | $150,675 | - | - | - | 5.7% | |
| Fees: other services | $93,252 | - | - | - | 3.6% | |
| Pension plan contributions | $67,156 | - | - | - | 2.6% | |
| Payroll taxes | $60,385 | - | - | - | 2.3% | |
| Travel | $44,739 | - | - | - | 1.7% | |
| Fees: accounting | $39,375 | - | - | - | 1.5% | |
| Occupancy | $39,216 | - | - | - | 1.5% | |
| Advertising and promotion | $21,793 | - | - | - | 0.8% | |
| Fees: legal | $17,927 | - | - | - | 0.7% | |
| Other (as described) | BANK SERVICE FEES | $9,963 | - | - | - | 0.4% |
| Other (as described) | MISCELLANEOUS | $6,833 | - | - | - | 0.3% |
| Depreciation and depletion | $6,462 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $4,946 | - | - | - | 0.2% | |
| Other (as described) | DATA PROCESSING AND SOF | $3,332 | - | - | - | 0.1% |
| Insurance | $2,819 | - | - | - | 0.1% | |
| Other (as described) | PROPERTY TAXES | $409 | - | - | - | 0.0% |
| Total | $2,623,474 | 100% |
2011 · Form 990 · $2,295,585 spent · pay $1,058,190 · grants $557,545 · events $572
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $557,545 | - | - | - | 24.3% | |
| Pay: officers, directors, trustees, key employees | $418,339 | - | - | - | 18.2% | |
| Other salaries and wages | $371,010 | - | - | - | 16.2% | |
| Fees: investment management | $207,269 | - | - | - | 9.0% | |
| Office expenses | $161,598 | - | - | - | 7.0% | |
| Other employee benefits | $147,373 | - | - | - | 6.4% | |
| Fees: other services | $88,994 | - | - | - | 3.9% | |
| Pension plan contributions | $64,300 | - | - | - | 2.8% | |
| Payroll taxes | $57,168 | - | - | - | 2.5% | |
| Travel | $47,388 | - | - | - | 2.1% | |
| Fees: accounting | $39,350 | - | - | - | 1.7% | |
| Occupancy | $39,216 | - | - | - | 1.7% | |
| Advertising and promotion | $32,633 | - | - | - | 1.4% | |
| Fees: legal | $17,914 | - | - | - | 0.8% | |
| Other (as described) | MISCELLANEOUS | $17,351 | - | - | - | 0.8% |
| Other (as described) | BANK SERVICE FEES | $12,183 | - | - | - | 0.5% |
| Depreciation and depletion | $8,065 | - | - | - | 0.4% | |
| Insurance | $3,715 | - | - | - | 0.2% | |
| Other (as described) | DATA PROCESSING AND SOF | $2,472 | - | - | - | 0.1% |
| Benefits paid to members | $574 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $572 | - | - | - | 0.0% | |
| Other (as described) | PROPERTY TAXES | $556 | - | - | - | 0.0% |
| Total | $2,295,585 | 100% |
2010 · Form 990 · $2,822,103 spent · pay $1,699,389 · grants $325,447 · events $285
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $907,194 | - | - | - | 32.1% | |
| Other salaries and wages | $418,262 | - | - | - | 14.8% | |
| Grants to US organizations and governments | $325,447 | - | - | - | 11.5% | |
| Fees: investment management | $200,535 | - | - | - | 7.1% | |
| Office expenses | $177,360 | - | - | - | 6.3% | |
| Other employee benefits | $166,388 | - | - | - | 5.9% | |
| Pension plan contributions | $128,100 | - | - | - | 4.5% | |
| Fees: other services | $79,846 | - | - | - | 2.8% | |
| Payroll taxes | $79,445 | - | - | - | 2.8% | |
| Fees: legal | $61,535 | - | - | - | 2.2% | |
| Benefits paid to members | $52,389 | - | - | - | 1.9% | |
| Other (as described) | MISCELLANEOUS | $51,840 | - | - | - | 1.8% |
| Fees: accounting | $44,350 | - | - | - | 1.6% | |
| Occupancy | $39,216 | - | - | - | 1.4% | |
| Travel | $37,851 | - | - | - | 1.3% | |
| Advertising and promotion | $22,543 | - | - | - | 0.8% | |
| Other (as described) | BANK SERVICE FEES | $15,628 | - | - | - | 0.6% |
| Depreciation and depletion | $6,777 | - | - | - | 0.2% | |
| Insurance | $4,024 | - | - | - | 0.1% | |
| Other (as described) | DATA PROCESSING AND SOF | $2,698 | - | - | - | 0.1% |
| Other (as described) | PROPERTY TAXES | $390 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $285 | - | - | - | 0.0% | |
| Total | $2,822,103 | 100% |
2009 · Form 990 · $7,785,850 spent · pay $1,572,416 · grants $291,754 · events $320
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $5,171,237 | - | - | - | 66.4% | |
| Other salaries and wages | $705,186 | - | - | - | 9.1% | |
| Pay: officers, directors, trustees, key employees | $418,735 | - | - | - | 5.4% | |
| Grants to US organizations and governments | $291,754 | - | - | - | 3.7% | |
| Other employee benefits | $223,001 | - | - | - | 2.9% | |
| Office expenses | $185,506 | - | - | - | 2.4% | |
| Other (as described) | INVESTMENT FEES | $185,089 | - | - | - | 2.4% |
| Pension plan contributions | $159,296 | - | - | - | 2.0% | |
| Fees: legal | $111,659 | - | - | - | 1.4% | |
| Fees: other services | $82,011 | - | - | - | 1.1% | |
| Payroll taxes | $66,198 | - | - | - | 0.9% | |
| Fees: accounting | $49,125 | - | - | - | 0.6% | |
| Occupancy | $36,612 | - | - | - | 0.5% | |
| Travel | $28,605 | - | - | - | 0.4% | |
| Insurance | $19,745 | - | - | - | 0.3% | |
| Other (as described) | BANK SERVICE FEES | $15,836 | - | - | - | 0.2% |
| Other (as described) | MISCELLANEOUS | $12,038 | - | - | - | 0.2% |
| Advertising and promotion | $11,033 | - | - | - | 0.1% | |
| Other (as described) | DATA PROCESSING AND SOF | $6,294 | - | - | - | 0.1% |
| Depreciation and depletion | $5,582 | - | - | - | 0.1% | |
| Other (as described) | PROPERTY TAXES | $988 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $320 | - | - | - | 0.0% | |
| Total | $7,785,850 | 100% |
Comments