Oea Choice Welfare Trust
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)
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
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 |
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 |
Document Links
990
Filed on Nov. 15, 2024Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2023
Extracted Financial Data
Extracted Financial Data from Form 990
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 |
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 |
Document Links
990
Filed on March 6, 2024Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2022
Extracted Financial Data
Extracted Financial Data from Form 990
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 |
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 |
Document Links
990
Filed on April 17, 2023Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2021
Extracted Financial Data
Extracted Financial Data from Form 990
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 |
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 |
Document Links
990
Filed on Jan. 10, 2022Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2020
Extracted Financial Data
Extracted Financial Data from Form 990
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 |
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 |
Document Links
990
Filed on Dec. 17, 2020Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2019
Extracted Financial Data
Extracted Financial Data from Form 990
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 |
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 |
Document Links
990
Filed on Nov. 21, 2019Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2018
Extracted Financial Data
Extracted Financial Data from Form 990
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 |
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 |
Document Links
990
Filed on Nov. 21, 2018Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2017
Extracted Financial Data
Extracted Financial Data from Form 990
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 |
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 |
Document Links
990
Filed on Dec. 5, 2017Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2016
Extracted Financial Data
Extracted Financial Data from Form 990
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 |
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 |
Document Links
990
Filed on Dec. 12, 2016Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2015
Extracted Financial Data
Extracted Financial Data from Form 990
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 |
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 |
Document Links
990
Filed on Nov. 4, 2015Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2014
Extracted Financial Data
Extracted Financial Data from Form 990
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 |
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 |
Document Links
990
Filed on Oct. 31, 2014Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2013
Extracted Financial Data
Extracted Financial Data from Form 990
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 |
Document Links
990
Filed on May 27, 2014Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2012
Extracted Financial Data
Extracted Financial Data from Form 990
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 |
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending June
2011
Extracted Financial Data
Extracted Financial Data from Form 990
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 |
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
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
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
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
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
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
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
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