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Oea Choice Welfare Trust

  • Tigard, OR
  • Tax-exempt since May 1982
  • EIN: 93-0763726

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$5.28M (2024)

Expenses
$3.6M (2024)

Total Assets
$92.4M (2024)

Total Liabilities
$400k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,277,351
Expenses
$3,600,193
Net Income
$1,677,158
Net Assets
$92,041,438
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,610,707
49.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,664,521
50.5%
Net Inventory Sales $0
Other Revenue $2,123
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $209,715
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $492,836
13.7%
Assets/Debt
Total Assets $92,441,137
Total Liabilities $399,699
Net Assets $92,041,438
Compensation
Key Employees and Officers Compensation Related Other
Lauren Booth (Executive Director) $142,441 $0 $69,917
Reed Scott Schwalbach (Trustee) $0 $194,540 $32,909
Mari Jones (Chair) $0 $0 $0
Jordan Ng (Secretary) $0 $0 $0
Jamie Myers (Trustee) $0 $0 $0
Stephanie Mcewen (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,342,619
Expenses
$3,082,130
Net Income
$1,260,489
Net Assets
$86,207,705
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,279,732
52.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,061,960
47.5%
Net Inventory Sales $0
Other Revenue $927
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $214,583
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $541,443
17.6%
Assets/Debt
Total Assets $86,615,977
Total Liabilities $408,272
Net Assets $86,207,705
Compensation
Key Employees and Officers Compensation Related Other
Lauren Booth (Executive Director) $142,372 $0 $68,998
Inge Aldersebaes Term 42822 (Associate Director) $128,656 $0 $59,094
Reed Scott Schwalbach (Trustee) $0 $184,912 $28,274
Mari Jones (Secretary) $0 $0 $0
Jordan Ng (Trustee) $0 $0 $0
Debbie Brudevold (Chair) $0 $0 $0
Chuck Albright (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on March 6, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,340,549
Expenses
$4,581,287
Net Income
-$240,738
Net Assets
$80,968,919
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,107,607
48.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,232,907
51.4%
Net Inventory Sales $0
Other Revenue $35
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $539,654
11.8%
Professional Fundraising Fees $0
Other Salaries and Wages $322,870
7.0%
Assets/Debt
Total Assets $81,134,339
Total Liabilities $165,420
Net Assets $80,968,919
Compensation
Key Employees and Officers Compensation Related Other
Holly Spruance Term 93021 (Executive Director) $403,098 $0 $84,984
Lisa Mahoney Term 0942021 (Accounting Manager) $223,011 $0 $72,663
Inge Aldersebaes (Associate Director) $123,323 $0 $56,812
Lauren Booth Start 9072021 (Executive Director) $38,775 $0 $19,794
Debbie Brudevold (Chair) $0 $0 $0
Mari Jones (Secretary) $0 $0 $0
Chuck Albright (Trustee) $0 $0 $0
Reed Scott Schwalbach (Trustee) $0 $165,591 $30,850
Jordan Ng (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 17, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,398,957
Expenses
$2,957,450
Net Income
$1,441,507
Net Assets
$93,639,084
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,200
0.5%
Program Services $0
Investment Income $1,974,509
44.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,401,198
54.6%
Net Inventory Sales $0
Other Revenue $50
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $221,980
7.5%
Professional Fundraising Fees $0
Other Salaries and Wages $421,221
14.2%
Assets/Debt
Total Assets $94,244,958
Total Liabilities $605,874
Net Assets $93,639,084
Compensation
Key Employees and Officers Compensation Related Other
Holly Spruance (Executive Director Term Sept 2021) $153,810 $0 $66,901
Inge Aldersebaes (Associate Director) $119,405 $0 $26,924
Debbie Brudevold (Chair) $0 $0 $0
Chuck Albright (Secretary) $0 $0 $0
Mari Jones (Trustee) $0 $0 $0
John Larson (Trustee Term June 2021) $0 $206,485 $34,086
Margarett People (Trustee Term June 2021) $0 $0 $0
Lauren Booth Start Sept 2021 (Executive Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 10, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,549,575
Expenses
$2,791,064
Net Income
-$241,489
Net Assets
$79,346,057
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,500
0.3%
Program Services $0
Investment Income $2,139,117
83.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $402,588
15.8%
Net Inventory Sales $0
Other Revenue $370
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $195,400
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $470,864
16.9%
Assets/Debt
Total Assets $79,857,670
Total Liabilities $511,613
Net Assets $79,346,057
Compensation
Key Employees and Officers Compensation Related Other
Holly Spruance (Executive Director) $153,024 $0 $56,500
Inge Aldersebaes (Associate Director) $115,765 $0 $44,975
Debbie Brudevold (Chair) $0 $0 $0
Chuck Albright (Secretary) $0 $0 $0
John Larson (Trustee) $0 $193,012 $36,602
Margarett Peoples (Trustee) $0 $0 $0
Mari Jones (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 17, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,066,673
Expenses
$2,781,035
Net Income
$285,638
Net Assets
$77,236,968
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,000
0.8%
Program Services $0
Investment Income $2,024,330
66.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,017,519
33.2%
Net Inventory Sales $0
Other Revenue $824
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $218,277
7.8%
Professional Fundraising Fees $0
Other Salaries and Wages $413,858
14.9%
Assets/Debt
Total Assets $77,685,420
Total Liabilities $448,452
Net Assets $77,236,968
Compensation
Key Employees and Officers Compensation Related Other
Holly Spruance (Executive Director) $149,690 $0 $63,740
Inge Aldersebaes (Associate Director) $112,458 $0 $50,386
Debbie Brudevold (Chair) $0 $0 $0
Chuck Albright (Secretary) $0 $0 $0
John Larson (Trustee) $0 $179,071 $80,072
Margarett Peoples (Trustee) $0 $0 $0
Mari Jones (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 21, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,757,518
Expenses
$2,260,113
Net Income
$7,497,405
Net Assets
$74,398,980
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,750
0.2%
Program Services $1,844
0.0%
Investment Income $1,832,169
18.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,901,305
81.0%
Net Inventory Sales $0
Other Revenue $450
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $213,863
9.5%
Professional Fundraising Fees $0
Other Salaries and Wages $394,701
17.5%
Assets/Debt
Total Assets $74,815,473
Total Liabilities $416,493
Net Assets $74,398,980
Compensation
Key Employees and Officers Compensation Related Other
Holly Spruance (Executive Director) $148,378 $0 $64,131
Inge Aldersebaes (Director Of Sew/Associate Director) $109,307 $0 $49,572
Wendy Simmons (Chair) $0 $0 $0
Chuck Albright (Secretary) $0 $0 $0
Debbie Brudevold (Trustee) $0 $0 $0
John Larson (Trustee) $0 $162,059 $65,864
Margarett Peoples (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 21, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,948,699
Expenses
$2,248,643
Net Income
-$299,944
Net Assets
$70,175,670
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,454,278
74.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $494,167
25.4%
Net Inventory Sales $0
Other Revenue $254
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $214,209
9.5%
Professional Fundraising Fees $0
Other Salaries and Wages $355,223
15.8%
Assets/Debt
Total Assets $70,720,410
Total Liabilities $544,740
Net Assets $70,175,670
Compensation
Key Employees and Officers Compensation Related Other
Holly Spruance (Executive Director) $146,386 $0 $63,391
Inge Aldersebaes (Director Of School Employee Wellness) $105,637 $0 $48,380
Cheri Higgins (Chair) $0 $0 $0
Karen Weiseth (Secretary) $0 $0 $0
Hanna Vaandering (Trustee) $0 $176,977 $19,693
Jamie Smith (Trustee) $0 $0 $0
Wendy Smith (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 5, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,831,643
Expenses
$2,078,613
Net Income
$753,030
Net Assets
$64,110,683
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,384,675
48.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,446,425
51.1%
Net Inventory Sales $0
Other Revenue $543
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $185,072
8.9%
Professional Fundraising Fees $0
Other Salaries and Wages $387,095
18.6%
Assets/Debt
Total Assets $64,458,496
Total Liabilities $347,813
Net Assets $64,110,683
Compensation
Key Employees and Officers Compensation Related Other
Holly Spruance (Executive Director) $142,733 $0 $34,314
Inge Aldersebaes (Director Of School Employee Wellness) $102,384 $0 $30,861
Cheri Higgins (Chair) $0 $0 $0
Karen Weiseth (Secretary) $0 $0 $0
Hanna Vaandering (Trustee) $0 $179,597 $0
Mary Lou Beck (Trustee) $0 $0 $0
Jamie Smith (Trustee) $0 $0 $0
Wendy Simmons (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 12, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,251,464
Expenses
$2,272,761
Net Income
$978,703
Net Assets
$65,489,648
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,365,857
42.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,854,627
57.0%
Net Inventory Sales $0
Other Revenue $30,980
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $615,063
27.1%
Professional Fundraising Fees $0
Other Salaries and Wages $180,697
8.0%
Assets/Debt
Total Assets $66,167,204
Total Liabilities $677,556
Net Assets $65,489,648
Compensation
Key Employees and Officers Compensation Related Other
Steve Mcnannay (Health Care Policy Lead) $387,686 $0 $109,564
Jamie Marcy (Accounting Manager) $149,647 $0 $22,777
Holly Spruance (Executive Director) $144,307 $0 $61,562
Cheri Higgins (Trust President) $0 $0 $0
Karen Weiseth (Trust Secretary) $0 $0 $0
Hanna Vaandering (Oea President) $0 $170,396 $0
Mary Lou Beck (Trustee) $0 $0 $0
Jamie Smith (Trustee) $0 $0 $0
+ View more people

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990
Filed on Nov. 4, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,807,657
Expenses
$2,220,238
Net Income
$1,587,419
Net Assets
$65,069,867
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,392,735
36.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,390,813
62.8%
Net Inventory Sales $0
Other Revenue $24,109
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $439,276
19.8%
Professional Fundraising Fees $0
Other Salaries and Wages $328,965
14.8%
Assets/Debt
Total Assets $66,144,240
Total Liabilities $1,074,373
Net Assets $65,069,867
Compensation
Key Employees and Officers Compensation Related Other
Steve Mcnannay (Health Care Policy Lead) $171,674 $0 $100,483
Holly Spruance (Executive Director) $132,873 $0 $54,679
Hanna Vaandering (Oea President) $0 $190,759 $0
Mary Lou Beck (Trust President) $0 $0 $0
Cheri Higgins (Trust Secretary) $0 $0 $0
Jamie Smith (Trustee) $0 $0 $0
Karen Weiseth (Trustee) $0 $0 $0
+ View more people

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990
Filed on Oct. 31, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,107,754
Expenses
$2,623,474
Net Income
-$515,720
Net Assets
$58,683,424
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,756
0.6%
Investment Income $1,407,591
66.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $418,260
19.8%
Net Inventory Sales $0
Other Revenue $269,147
12.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $428,110
16.3%
Professional Fundraising Fees $0
Other Salaries and Wages $378,872
14.4%
Assets/Debt
Total Assets $59,893,987
Total Liabilities $1,210,563
Net Assets $58,683,424

Document Links

990
Filed on May 27, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,419,312
Expenses
$2,295,585
Net Income
$123,727
Net Assets
$55,846,472
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $759,426
31.4%
Investment Income $1,819,570
75.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$223,337
Net Inventory Sales $0
Other Revenue $63,653
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $418,339
18.2%
Professional Fundraising Fees $0
Other Salaries and Wages $371,010
16.2%
Assets/Debt
Total Assets $57,314,573
Total Liabilities $1,468,101
Net Assets $55,846,472

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,361,193
Expenses
$2,822,103
Net Income
$539,090
Net Assets
$55,960,880
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,605,926
47.8%
Investment Income $1,832,913
54.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$103,296
Net Inventory Sales $0
Other Revenue $25,650
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $907,194
32.1%
Professional Fundraising Fees $0
Other Salaries and Wages $418,262
14.8%
Assets/Debt
Total Assets $57,487,118
Total Liabilities $1,526,238
Net Assets $55,960,880

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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