ZUnclassifiedEIN: 930763726· Ruling Year: 1982

Oea Choice Welfare Trust

Tigard, Oregon

AHealth Score
86A

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Excellent

How This Organization Compares

Compared to 22 peers in Unclassified with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org25.57×
Peer Median15.40×
💰
$5.3M
Total Revenue
📊
$3.6M
Total Expenses
🏦
$92.0M
Net Assets
📋
$400K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+21.5%
Year-over-year change (2023 → 2024)
Net Margin
+31.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
25.57
Net assets divided by total expenses
Liabilities-to-Assets
0.4%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2024$5,277,35122%$3,600,19317%$92,441,1377%
2023$4,342,619$3,082,13033%$86,615,9777%
2022$4,340,5491%$4,581,28755%$81,134,33914%
2021$4,398,95773%$2,957,4506%$94,244,95818%
2020$2,549,57517%$2,791,064$79,857,6703%
2019$3,066,67369%$2,781,03523%$77,685,4204%
2018$9,757,518401%$2,260,1131%$74,815,4736%
2017$1,948,69931%$2,248,6438%$70,720,41010%
2016$2,831,64313%$2,078,6139%$64,458,4963%
2015$3,251,46415%$2,272,7612%$66,167,204
2014$3,807,65781%$2,220,23815%$66,144,24010%
2013$2,107,75413%$2,623,47414%$59,893,9875%
2012$2,419,31228%$2,295,58519%$57,314,573
2011$3,361,193$2,822,103$57,487,118

Frequently Asked Questions

What does Oea Choice Welfare Trust do?

Oea Choice Welfare Trust is a unclassified nonprofit organization based in Oregon. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Oea Choice Welfare Trust financially healthy?

Based on our 9-metric Financial Health Score model, Oea Choice Welfare Trust has a score of 86/100 (Grade: A). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Oea Choice Welfare Trust generate?

Oea Choice Welfare Trust reports $5.0M in annual revenue and holds $98.0M in total assets, based on IRS filings.

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