2023-04-17T14:28:56-05:00 2022-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2021-07-01 930763726 OEA CHOICE TRUST OEAC 5034956259 6900 SW ATLANTA STREET BLDG 2 TIGARD OR 97223 LAUREN BOOTH EXECUTIVE DIRECTOR 5034956259 2023-04-17 1 LAUREN BOOTH 999009999 DEBRA D SMITH CPA P00646873 7604318440 2023-04-17 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LAUREN BOOTH 6900 SW ATLANTA STREET BLDG 2 TIGARD OR 97223 11943102 0 X WWW.OEACHOICE.COM X 1980 OR THE ADMINISTRATION AND PROMOTION OF HEALTH AND WELL-BEING TO QUALIFIED EDUCATIONAL ORGANIZATIONS. 5 4 9 4 0 0 23200 0 0 0 4375707 4340514 50 35 4398957 4340549 709958 2418082 0 0 1045393 1301874 0 0 0 1202099 861331 2957450 4581287 1441507 -240738 94244958 81134339 605874 165420 93639084 80968919 THE ADMINISTRATION AND PROMOTION OF HEALTH AND WELL-BEING TO QUALIFIED EDUCATIONAL ORGANIZATIONS FOR SELF-DESIGNED WELLNESS PROGRAMS CREATED AND PERSONALIZED BY SCHOOL PUBLIC EDUCATION EMPLOYEES FOR SCHOOL PUBLIC EDUCATION EMPLOYEES. 0 0 THE TRUST ASSISTS IN PROMOTING THE HEALTH AND WELL-BEING OF OREGON SCHOOL PUBLIC EDUCATION EMPLOYEES THROUGH WELLNESS PROGRAMS CREATED AND PERSONALIZED BY SCHOOL EDUCATION EMPLOYEES FOR SCHOOL EDUCATION EMPLOYEES. THE TRUST ALSO PROVIDES FOR THE ESTABLISHMENT, FUNDING AND ADMINISTRATION OF BENEFIT PROGRAMS FOR PERSONS ENGAGED IN PUBLIC EDUCATION IN OREGON. THERE WERE 11,771 PARTICIPANTS IN THE YEAR ENDING 2022. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 12 0 9 1 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LAUREN BOOTH 5034956259 6900 SW ATLANTA ST BLDG 2 TIGARD OR 97223 DEBBIE BRUDEVOLD CHAIR 1.00 X X 0 0 0 MARI JONES SECRETARY 1.00 X X 0 0 0 CHUCK ALBRIGHT TRUSTEE 1.00 X 0 0 0 REED SCOTT-SCHWALBACH TRUSTEE 1.00 40.00 X 0 165591 30850 JORDAN NG TRUSTEE 1.00 X 0 0 0 LAUREN BOOTH START 9072021 EXECUTIVE DIRECTOR 37.50 X 38775 0 19794 HOLLY SPRUANCE TERM 93021 EXECUTIVE DIRECTOR 37.50 X 403098 0 84984 INGE ALDERSEBAES ASSOCIATE DIRECTOR 37.50 X 123323 0 56812 LISA MAHONEY TERM 0942021 ACCOUNTING MANAGER 37.50 X 223011 0 72663 788207 165591 265103 3 0 1 0 US BANK 800 NICOLLET MALL MINNEAPOLIS MN 55402 INVESTMENT SERVICE FEES 398889 OREGON MIND BODY INSTITUTE (OMBI) 1776 MILLRACE DRIVE EUGENE OR 97403 MINDFULNESS TRAINING 250107 EDUCATION NORTHWEST 1417 NW EVERETT ST SUITE 310 PORTLAND OR 97209 EVALUATION SERVICES 107789 3 2107607 2107607 9835460 7602553 2232907 2232907 2232907 MISCELLANEOUS INCOME 900099 35 35 35 4340549 0 0 4340549 2418082 539654 322870 159968 203942 75440 25848 33000 417251 117408 53824 24272 4568 83913 5178 6342 12229 24706 REPAIRS/MAINTENANCE 52055 MISCELLANEOUS 737 4581287 322362 408297 1753356 3357130 10000000 10000000 12780 21367 174876 116231 64336 58645 82092124 67288900 94244958 81134339 605874 165420 605874 165420 X 93639084 80968919 0 0 0 0 93639084 80968919 94244958 81134339 X -240738 -12622713 193286 X 0 1 X 1 0 82830 46251 36579 54658 42912 11746 37388 27068 10320 58645 X -8282164 -12622713 -12622713 4340549 0 4340549 4388001 0 4388001 193286 193286 4581287 PART X, LINE 2: GAAP REQUIRE THE MANAGEMENT OF THE TRUST TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT OF THE TRUST HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT AS OF JUNE 30, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECOVERY OF PRIOR YEAR GRANTS 193,286. 1 AMITY SD 807 S TRADE ST AMITY OR 97101 930551772 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING ANNEX SCHOOL DISTRICT 402 ANNEX RD ONTARIO OR 97914 936000729 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING AROCK SCHOOL DISTRICT 363 A ST W VALE OR 97918 936000722 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING ASHLAND SCHOOL DISTRICT 201 S MOUNTAIN AVENUE ASHLAND OR 97520 936000507 SCHOOL DISTRICT 27545 0 WELLNESS PROGRAM GRANT ASTORIA SCHOOL DISTRICT 785 ALAMEDA AVE ASTORIA OR 97103 936000297 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING ATHENA WESTON SCHOOL DISTRICT 375 S FIFTH ST ATHENA OR 97813 936000944 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING BAKER SCHOOL DISTRICT 2090 4TH STREET BAKER CITY OR 97814 936000179 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING BEAVERTON SCHOOL DISTRICT 16550 SW MERLO RD BEAVERTON OR 97003 936001065 SCHOOL DISTRICT 25000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING BEND LA PINE SCHOOL DISTRICT 520 NW WALL ST BEND OR 97703 936000393 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING BETHEL SCHOOL DISTRICT 4640 BARGER RD DR EUGENE OR 97402 936000591 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING BLACK BUTTE SCHOOL DISTRICT 25745 SW SUTTLE SHERMAN RD CAMP SHERMAN OR 97730 936000540 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING BROOKINGS SCHOOL DISTRICT 629 EASY ST BROOKINGS OR 97415 936000388 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING CAMAS VALLEY SCHOOL DISTRICT 197 MAIN CAMAS RD CAMAS VALLEY OR 97416 936000422 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING CANBY SCHOOL DISTRICT 1130 S IVY CANBY OR 97013 936000230 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING CASCADE SCHOOL DISTRICT 10266 MARION RD SE TURNER OR 97392 936000973 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING CENTENNIAL SCHOOL DISTRICT 18135 SE BROOKLYN ST PORTLAND OR 97236 936000847 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING CENTRAL LINN SD PO BOX 200 HALSEY OR 97348 936011921 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING CENTRAL OREGON COMMUNITY COLLEGE 7600 NW COLLEGE WAY BEND OR 97703 930505827 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING CENTRAL POINT SCHOOL DISTRICT 300 ASH ST CENTRAL POINT OR 97502 936000508 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING CENTRAL SCHOOL DISTRICT 13J 750 S 5TH STREET INDEPENDENCE OR 97351 936000869 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING CLACKAMAS COMMUNITY COLLEGE 19600 MOLALLA AVE OREGON CITY OR 97045 930555710 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING CLACKAMAS ESD 13455 SE 97TH AVE CLACKAMAS OR 97015 936000229 SCHOOL DISTRICT 38420 0 WELLNESS PROGRAM GRANT COLUMBIA GORGE ESD 400 E SCENIC DR SUITE 207 THE DALLES OR 97058 936013615 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING CORVALLIS SCHOOL DISTRICT 1555 SW 35TH ST CORVALLIS OR 97333 936000205 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING COVE SCHOOL DISTRICT 803 MAIN ST COVE OR 97824 936000978 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING CRESWELL SCHOOL DISTRICT 998 W A ST CRESWELL OR 97426 936000586 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING CROOK COUNTY SCHOOL DISTRICT 471 NE OCHOCO PLAZA DRIVE PRINEVILLE OR 97753 936000375 SCHOOL DISTRICT 38300 0 WELLNESS PROGRAM GRANT CROW APPLEGATE LORANE SCHOOL DISTRICT 85955 TERRITORIAL RD EUGENE OR 97402 936000594 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING CULVER SCHOOL DISTRICT PO BOX 259 CULVER OR 97734 936000535 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING DALLAS SCHOOL DISTRICT #2 111 SW ASH STREET DALLAS OR 97338 936000860 SCHOOL DISTRICT 20000 0 430H WELLNESS PROGRAMS:MINI GRANTS DAVID DOUGLAS SCHOOL DISTRICT 11300 NE HALSEY PORTLAND OR 97220 936014226 SCHOOL DISTRICT 20000 0 430H WELLNESS PROGRAMS:MINI GRANTS DAYS CREEK CHARTER SCHOOL PO BOX 10 DAYS CREEK OR 97429 936000420 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING DAYTON SCHOOL DISTRICT PO BOX 219 DAYTON OR 97114 936011798 SCHOOL DISTRICT 27528 0 WELLNESS PROGRAM GRANT DAYVILLE SCHOOL DISTRICT PO BOX C DAYVILLE OR 97825 936000473 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING DOUGLAS EDUCATION SERVICE DISTRICT 1409 NE DIAMOND LAKE 110 ROSEBURG OR 97470 936000405 SCHOOL DISTRICT 30000 0 WELLNESS PROGRAM GRANT EAGLE POINT SCHOOL DISTRICT PO BOX 548 11 N ROYAL AVE EAGLE POINT OR 97504 936000509 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING ELGIN SCHOOL DISTRICT PO BOX 35 ELGIN OR 97827 936000981 SCHOOL DISTRICT 29800 0 WELLNESS PROGRAM GRANT ENTERPRISE SD 201 SE 4TH ST ENTERPRISE OR 97828 936001003 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING ESTACADA SCHOOL DISTRICT 255 NE 6TH AVE ESTACADA OR 97023 936000284 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING EUGENE 4J SCHOOL DISTRICT 200 NORTH MONROE ST EUGENE OR 97402 936000566 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING FALLS CITY SD 111 N MAIN ST FALLS CITY OR 97344 936000892 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING FERN RIDGE SCHOOL DISTRICT 88834 TERRITORIAL ROAD ELMIRA OR 97437 936014954 SCHOOL DISTRICT 15705 0 WELLNESS PROGRAM GRANT FOREST GROVE SCHOOL DISTRICT 1728 MAIN ST FOREST GROVE OR 97116 930566292 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING GASTON SCHOOL DISTRICT 300 PARK ST GASTON OR 97119 936001041 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING GERVAIS SCHOOL DISTRICT PO BOX 100 - 290 1ST ST GERVAIS OR 97026 936000746 SCHOOL DISTRICT 29899 0 WELLNESS PROGRAM GRANT GRANT EDUCATION SERVICE DISTRICT 835 S CANYON BLVD JOHN DAY OR 97845 934000463 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING GREATER ALBANY SD 1005 NW SPRINGHILL DR ALBANY OR 97321 936002755 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING GRESHAM BARLOW SCHOOL DISTRICT 1331 NW EASTMAN PKWY GRESHAM OR 97030 936000831 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING HARNEY EDUCATION SCHOOL DISTRICT PO BOX 460 BURNS OR 97720 936002712 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING HIGH DESERT EDUCATION SERVICE DISTRICT 2804 SW 6TH REDMOND OR 97756 936002511 SCHOOL DISTRICT 40000 0 WELLNESS PROGRAM GRANT HILLSBORO SCHOOL DISTRICT 3083 NE 49TH PL HILLSBORO OR 97124 936001037 SCHOOL DISTRICT 25000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING HOOD RIVER COUNTY SCHOOL DISTRICT 1011 EUGENE ST HOOD RIVER OR 97031 936000502 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING HUNTINGTON SCHOOL DISTRICT 520 E 3RD ST HUNTINGTON OR 97907 936000711 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING IMBLER CHARTER SCHOOL 640 ESTHER AVE IMBLER OR 97841 936000977 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING JEFFERSON COUNTY SCHOOL DISTRICT 509JESD 445 SE BUFF ST MADRAS OR 97741 936000537 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING JORDAN VALLEY SCHOOL DISTRICT 604 OREGON JORDAN VALLEY OR 97910 931011399 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING JOSEPH SD PO BOX 787 JOSEPH OR 97846 936000995 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING JUNCTION CITY SCHOOL DISTRICT 325 MAPLE ST JUNCTION CITY OR 97448 936000597 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING JUNTURA SCHOOL DISTRICT 363 A STREET WEST VALE OR 97918 936000722 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING KLAMATH COMMUNITY COLLEGE 7390 S 6TH ST KLAMATH FALLS OR 97603 931211933 SCHOOL DISTRICT 32588 0 WELLNESS PROGRAM GRANT KLAMATH COUNTY SCHOOL DISTRICT 2845 GREENSPRINGS DR KLAMATH FALLS OR 97601 936000543 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING KLAMATH FALLS CITY SCHOOLS 1336 AVALON ST KLAMATH FALLS OR 97603 936000545 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING LA GRANDE SCHOOL DISTRICT 88834 TERRITORIA ROAD LA GRANDE OR 97437 936014954 SCHOOL DISTRICT 31500 0 WELLNESS PROGRAM GRANT LAKE COUNTY SCHOOL DISTRICT 1341 SOUTH 1ST STREET LAKEVIEW OR 97630 936000550 SCHOOL DISTRICT 14987 0 430H WELLNESS PROGRAMS:MINI GRANTS LAKE OSWEGO SCHOOL DISTRICT 2455 SW COUNTRY CLUB RD LAKE OSWEGO OR 97035 936000856 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING LANE COMMUNITY COLLEGE 4000 E 30TH AVE EUGENE OR 97405 930546223 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING LANE EDUCATION SERVICE DISTRICT 1200 HWY 99 N EUGENE OR 97402 936010866 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING LEBANON COMMUNITY SCHOOLS 485 S 5TH ST LEBANON OR 97355 936014954 SCHOOL DISTRICT 44961 0 WELLNESS PROGRAM GRANT LINCOLN COUNTY SCHOOL DISTRICT PO BOX 1110 NEWPORT OR 97365 936000627 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING LINN BENTON COMMUNITY COLLEGE 6500 PACIFIC BLVD SW ALBANY OR 97321 930561307 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING LINN BENTON LINCOLN ESD 905 4TH AVE SE ALBANY OR 97321 936000628 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING LOWELL SCHOOL DISTRICT 65 S PIONEER ST LOWELL OR 97452 936015591 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING MALHEUR EDUCATION SERVICE DISTRICT 363 A STREET WEST VALE OR 97914 936000711 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING MAPLETON SCHOOL DISTRICT 10868 E MAPLETON RD MAPLETON OR 97453 936000582 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING MARCOLA SCHOOL DISTRICT 38300 WENDLING RD MARCOLA OR 97454 936000602 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING MCMINNVILLE SCHOOL DISTRICT 800 NE LAFAYETTE AVE MCMINNVILLE OR 97128 936001125 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING MILTON FREEWATER SCHOOL DISTRICT 1020 S MILL ST MILTON FREEWATER OR 97862 936000928 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING MONROE SCHOOL DISTRICT 365 N 5TH ST MONROE OR 97456 930618649 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING MT HOOD COMMUNITY COLLEGE 26000 SE STARK ST GRESHAM OR 97030 930546890 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING MT ANGEL SCHOOL DISTRICT PO BOX 1129 MOUNT ANGEL OR 97362 936000793 SCHOOL DISTRICT 40000 0 WELLNESS PROGRAM GRANT MULTNOMAH ESD 11611 NE AINSWORTH CIRCLE PORTLAND OR 97220 936000829 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING NEWBERG SD 714 E 6TH ST NEWBERG OR 97132 936001119 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING NORTH BEND SD 1913 MEADE ST NORTH BEND OR 97459 936000351 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING NORTH CENTRAL ESD PO BOX 637 CONDEN OR 97823 936001089 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING NORTH CLACKAMAS SCHOOL DISTRICT 12400 SE FREEMAN WAY MILWAUKIE OR 97222 930599524 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING NORTH POWDER SCHOOL DISTRICT PO BOX 10 333 G ST NORTH POWDER OR 97867 936000975 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING NORTH WASCO COUNTY SCHOOL DISTRICT 699 W 4TH ST PO BOX 346 MAUPIN OR 97037 936001015 SCHOOL DISTRICT 29700 0 WELLNESS PROGRAM GRANT NORTHWEST REGIONAL ESD 5825 NE RAY CIRCLE HILLSBORO OR 97124 205449967 SCHOOL DISTRICT 31500 0 WELLNESS PROGRAM GRANT OAKRIDGE SD 76499 ROSE ST OAKRIDGE OR 97463 936000600 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING OREGON CITY SD 1417 12TH STREET OREGON CITY OR 97045 936000264 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING PARKROSE SCHOOL DISTRICT 10636 NE PRESCOTT ST PORTLAND OR 97220 936000833 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING PENDLETON SCHOOL DISTRICT 107 NW 10TH ST PENDLETON OR 97801 936000939 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING PHILOMATH SCHOOL DISTRICT 1620 APPLEGATE ST PHILOMATH OR 97370 936000208 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING PHOENIX TALENT SCHOOL DISTRICT 401 W 4TH ST PHOENIX OR 97535 936000506 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING PILOT ROCK SCHOOL DISTRICT 200 MCGOWAN DR PO BOX BB PILOT ROCK OR 97868 936009341 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING PORTLAND PUBLIC SCHOOL 501 N DIXON ST PORTLAND OR 97227 936000830 SCHOOL DISTRICT 25000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING PORTLAND PUBLIC SCHOOLS NUTRITION SERVICES 501 N DIXON ST PORTLAND OR 97227 936000830 SCHOOL DISTRICT 25000 0 430E WELLNESS PROGRAMS:PILOT STUDY POWERS SCHOOL DISTRICT PO BOX 479 POWERS OR 97466 936000358 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING PRAIRIE SCHOOL DISTRICT 740 OVERHOLT ST PRAIRIE CITY OR 97869 936000469 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING RAINIER SCHOOL DISTRICT 28168 OLD RAINIER RD RAINIER OR 97048 930589713 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING REDMOND SCHOOL DISTRICT 145 SE SALMON DR REDMOND OR 97756 936000392 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING REEDSPORT COMMUNITY CHARTER SCHOOLS 2260 LONGWOOD DR REEDSPORT OR 97467 271240045 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING RIVERDALE SCHOOL DISTRICT 11733 S BREYMAN AVE PORTLAND OR 97219 936000856 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING ROGUE COMMUNITY COLLEGE 3345 REDWOOD HWY GRANTS PASS OR 97527 930591783 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING ROSEBURG SCHOOL DISTRICT 1419 NW VALLEY VIEW DR ROSEBURG OR 97471 936000409 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING SALEM KEIZER SCHOOL DISTRICT 2450 LANCASTER BLVD NE SALEM OR 97305 936000763 SCHOOL DISTRICT 25000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING SCAPPOOSE SCHOOL DISTRICT 33589 SE HIGH SCHOOL WAY SCAPPOOSE OR 97058 930561782 SCHOOL DISTRICT 36550 0 WELLNESS PROGRAM GRANT SEASIDE SCHOOL DISTRICT 1801 S FRANKLIN SEASIDE OR 97138 936000304 SCHOOL DISTRICT 39530 0 WELLNESS PROGRAM GRANT SHERIDAN SCHOOL DISTRICT 435 S BRIDGE ST SHERIDAN OR 97378 936000763 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING SHERMAN COUNTY SCHOOL DISTRICT 65912 HIGH SCHOOL LOOP MORO OR 97039 936000763 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING SILVER FALLS SCHOOL DISTRICT 612 SCHLADOR ST SILVERTON OR 97381 936009509 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING SOUTH COAST ESD 1350 TEAKWOOD COOS BAY OR 97420 936000341 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING SOUTH LANE SCHOOL DISTRICT 455 ADAMS AVE COTTAGE GROVE OR 97424 936000589 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING SOUTH WASCO SD 699 4TH ST PO BOX 346 MAUPIN OR 97037 936001015 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING ST PAUL SCHOOL DISTRICT 20449 MAIN ST ST PAUL OR 97317 936000772 SCHOOL DISTRICT 29000 0 WELLNESS PROGRAM GRANT STANFIELD SD 1120 N MAIN ST STANFIELD OR 97875 936000950 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING THE VILLAGE SCHOOL 3411 WILLAMETTE ST EUGENE OR 97405 931277593 SCHOOL DISTRICT 12000 0 430H WELLNESS PROGRAMS:MINI GRANTS THREE RIVERS SCHOOL DISTRICT PO BOX 160 MURPHY OR 97533 936000541 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING TIGARD-TUALATIN SCHOOL DISTRICT 6960 SW SANDBURG STREET TIGARD OR 97223 930572833 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING TILLAMOOK SCHOOL DISTRICT 2510 1ST STREET TILLAMOOK OR 97141 936000912 SCHOOL DISTRICT 30797 0 WELLNESS PROGRAM GRANT TREASURE VALLEY COMMUNITY COLLEGE 650 COLLEGE BLVD ONTARIO OR 97914 930507187 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING UNION SCHOOL DISTRICT PO BOX K UNION OR 97883 936000974 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING VALE SCHOOL DISTRICT 403 E STREET WEST VALE OR 97918 936000716 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING VERNONIA SCHOOL DISTRICT 2865 LINCOLN STREET VERNONIA OR 97064 931277593 SCHOOL DISTRICT 29973 0 WELLNESS PROGRAM GRANT WALLOWA COUNTY ESD 107 SW FIRST ST 105 ENTERPRISE OR 97828 936000991 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING WALLOWA SCHOOL DISTRICT PO BOX 425 WALLOWA OR 97885 936000999 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING WARRENTON SD 820 SW CEDAR WARRENTON OR 97146 936000308 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING WEST LINN WILSONVILLE SD 11495 SW WILSONVILLE RD WILSONVILLE OR 97070 936000234 SCHOOL DISTRICT 15000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING WILLAMETTE ESD 2611 PRINGLE RD SE SALEM OR 97302 936002529 SCHOOL DISTRICT 20116 0 WELLNESS PROGRAM GRANT WINSTON DILLARD SD 620 NW ELWOOD WINSTON OR 97496 936000445 SCHOOL DISTRICT 10000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING WOODBURN SCHOOL DISTRICT 1390 MERIDIAN DRIVE WOODBURN OR 97071 936000798 SCHOOL DISTRICT 45000 0 WELLNESS PROGRAM GRANT YONCALLA SCHOOL DISTRICT PO BOX 568 YONCALLA OR 97499 936000425 SCHOOL DISTRICT 7000 0 430N WELLNESS PROGRAMS:EDUCATOR HWB FUNDING 134 0 PART I, LINE 2: PERIODIC WRITTEN REPORTS TO THE OEA CHOICE TRUST BOARD OF TRUSTEES AT INTERVALS TO BE DESIGNATED BY THE OEA CHOICE TRUST ARE REQUIRED. WITHIN 60 DAYS AFTER THE EXPIRATION OF THE PROGRAM PERIOD (INCLUDING ANY AUTHORIZED EXTENSION), THE GRANTEE SHALL MAKE A FINAL REPORT. ALL OF THESE REPORTS MUST INCLUDE A BUDGET REPORT (DESCRIBING IN DETAIL THE USE OF THE GRANT AWARD) AND AN EVALUATION OF THE PROGRAM'S PROGRESS TO DATE FOLLOWING THE CRITERIA IN THE APPROVED GRANT PROPOSAL. X X X 1 0 0 HOLLY SPRUANCE TERM 93021 EXECUTIVE DIRECTOR 149849 0 64877 0 188372 0 63680 0 21304 0 488082 0 0 0 LISA MAHONEY TERM 0942021 ACCOUNTING MANAGER 89206 0 38890 0 94915 0 50339 0 22324 0 295674 0 0 0 REED SCOTT-SCHWALBACH TRUSTEE 0 165591 0 0 0 0 0 8293 0 22557 0 196441 0 0 INGE ALDERSEBAES ASSOCIATE DIRECTOR 123323 0 0 0 0 0 27748 0 29064 0 180135 0 0 0 PART I, LINE 4A HOLLY SPRUANCE IS NO LONGER EMPLOYED WITH OEA TRUST AND HER LAST DAY OF EMPLOYMENT WAS 9/30/2021. SHE RECEIVED A MEDICAL SEVERANCE PAYMENT. LISA MAHONEY IS NO LONGER EMPLOYED WITH OEA CHOICE TRUST. HER LAST DAY OF EMPLOYMENT WAS 9/4/2021. SHE RECEIVED MEDICAL SEVERANCE PAYMENT AND VOLUNTARY LAYOFF INCENTIVE PAYMENT. FORM 990, PART VI, SECTION B, LINE 11B DEPENDING ON THE TIMING OF WHEN THE 990 IS PREPARED AND READILY AVAILABLE FOR REVIEWING THE 990 IS REVIEWED AT THE SCHEDULED BOARD MEETING. IF IT IS NOT POSSIBLE FOR REVIEW AT THE BOARD MEETING DUE TO TIMING OF FINAL PREP AND FILING DEADLINE THEN IT IS DISTRIBUTED VIA SECURE E MAIL TO BOARD MEMBERS FOR REVIEW. A BRIEF OVERVIEW OF THE FILING IS DISCUSSED WITH A QUESTION AND ANSWER PERIOD TO FOLLOW. IT IS PROVIDED TO ALL TRUSTEES, EXECUTIVE DIRECTOR AND OEA EXECUTIVE DIRECTOR FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY CONTRACT WITH THE BOARD OF DIRECTORS AND THE OREGON EDUCATION ASSOCIATION. KEY EMPLOYEES' COMPENSATION IS SET BY THE EXECUTIVE DIRECTOR WHO UTILIZES INDUSTRY SALARY STANDARDS THAT MOST CLOSELY MATCH OUR BUSINESS AND CPI FOR THE PORTLAND METRO AREA. THE TRUST HAS CONTRACTED WITH CASCADE EMPLOYERS ASSOCIATION TO PROVIDE COMPENSATION ANALYSIS OF TRUST JOB DESCRIPTIONS AND HAS DONE A PAY EQUITY SALARY COMPARISON THAT TAKES MARKET DATA FROM 5 SURVEY SOURCES. FORM 990, PART VI, SECTION C, LINE 18 ANNOUNCEMENT IN TODAY'S OREGON EDUCATION ASSOCIATION MAGAZINE/NEWSLETTER THAT STATES THAT THE RETURNS (FORMS) ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: RECOVERY OF PRIOR YEAR GRANTS 193,286. OREGON EDUCATION ASSOCIATION 6900 SW ATLANTA ST BLDG 1 TIGARD OR 97223 930243443 TEACHERS UNION OR 501(C)(5) N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0