Oea Choice Trust
OEA Choice Trust (also known as Oregon Well-being Trust) is a 501(c)(9) nonprofit organization headquartered in Tigard, Oregon. Originally established by the Oregon Education Association, the organization administers and promotes health and well-being programs for Oregon's public education employees. The Trust operates as a subordinate organization under the Oregon Education Association and functions as a voluntary employees' beneficiary association.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$98.0M
+6.0% YoY
Annual Giving
$1.2M
+10.2% YoY
Grant Count
39
-2.5% YoY
Avg Grant Size
$31K
+13.0% YoY
Mission & Focus Areas
Mission: To empower Oregon's public education communities to nurture a culture of well-being for all of their employees.
Vision: Every public education community embodies a culture of respect, belonging, safety, and well-being for all.
The Trust's primary focus is administering and promoting health and well-being for qualified educational organizations through self-designed wellness programs personalized by school public education employees. The organization assists in promoting the establishment of health care plans and other related benefits. Program areas include wellness programs created and personalized by public education employees for persons engaged in public education in Oregon.
Grantmaking
The Trust makes grants focused on wellness initiatives for Oregon public education employees. Recent grantmaking activity includes:
Grant Range
** $5,000 to $220,000
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Geographic Focus
Where this funder awards grants
All grantmaking is restricted to Oregon, with a specific focus on supporting public education employees and organizations throughout the state.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets:
- $97,958,195 (as of 2025)
- $92,041,438 (as of 2024)
Annual Revenue & Expenses (Fiscal Year Ending June 2025):
- Total Revenue: $4,995,451
- Total Expenses: $3,788,663
Annual Revenue & Expenses (Fiscal Year Ending June 2024):
- Total Revenue: $5,277,351
- Total Expenses: $3,600,193
- Net Income: $1,677,158
Revenue Sources (2024):
- Investment Income: $2,610,707 (49.5% of total revenue)
Staffing:
- 8 employees (as of 2025)
Giving Rate: Approximately 1.2% of assets annually
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $97,958,195 | $92,441,137 | $86,615,977 |
| Revenue | $4,995,451 | $5,277,351 | $4,342,619 |
| Expenses | $3,788,663 | $3,600,193 | $3,082,130 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $4,993,494 | $5,275,228 | $4,341,692 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
186 grants across all recorded years
Open Grants
4 open opportunities from Oea Choice Trust
Education Employee Well-Being (EEW) Grant
OEA CHOICE TRUST
Amount
Varies
Deadline
Rolling / Open
Flourish Grant
OEA CHOICE TRUST
Amount
Tiered funding based on organization size: $50,000 - $350,000 over 5 years
Deadline
Rolling / Open
Launch Grant
OEA CHOICE TRUST
Amount
$10,000
Deadline
Rolling / Open
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Lauren Booth: Executive Director
- Laura Latham: Board Chair
- OEA President: Serves as a Trustee on the board of Oregon Well-Being Trust
The OEA Board appoints Trustees to the organization's board.
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMIE MYERS | SECRETARY | 1 | — |
| JORDAN NG | CHAIR | 1 | — |
| STEPHANIE MCEWEN | TRUSTEE | 1 | — |
| KYLE PFAFFENBACH | TRUSTEE | 1 | — |
| REED SCOTT-SCHWALBACH | TRUSTEE | 1 | — |
| LAUREN BOOTH | EXECUTIVE DIRECTOR | 37.5 | $141,698 |
| STEVE MCNANNAY | DEFACTO OFFICER | — | — |
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—
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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