Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1982.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Who runs it and what they're paid
7 people listed on the 990; $142K paid to officers and key staff.
Compensation history total reportable pay by year · 7 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Holly Spruance Term 93021 | — | — | — | $403,098 | — |
| Lisa Mahoney Term 0942021 | — | — | — | $223,011 | — |
| Holly Spruance | — | — | — | — | $153,810 |
| Lauren Booth | $141,698 | $142,441 | $142,372 | — | — |
| Inge Aldersebaes Term 42822 | — | — | $128,656 | — | — |
| Inge Aldersebaes | — | — | — | $123,323 | $119,405 |
| Lauren Booth Start 9072021 | — | — | — | $38,775 | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Administers and promotes personalized wellness programs to support the health and well-being of Oregon public education employees.
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The trust assists in promoting the health and well-being of oregon public education employees through wellness programs created and personalized by public education employees for persons engaged in public education in oregon. There were 19,365 eligible participant employees in the year ending 2025.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2025 990, line by line.
Download 990
| Line | Start FY25 | End FY25 |
|---|---|---|
| Cash and savingsLn 1–2 | $11.9M | $6.5M |
| InvestmentsLn 11–13 | $80.2M | $90.9M |
| Land, buildings, equipmentLn 10c | $42K | $35K |
| Total assetsLn 16 | $92.4M | $98.0M |
| LiabilitiesLn 26 | $400K | $274K |
| Net assetsLn 32 | $92.0M | $97.7M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $1.3M | |||
| Pay of current officers, directors and key staffLn 5 | $219K | |||
| Other salaries and wagesLn 7 | $497K | |||
| Pension plan contributionsLn 8 | $34K | |||
| Other employee benefitsLn 9 | $387K | |||
| Payroll taxesLn 10 | $62K | |||
| Legal feesLn 11b | $75K | |||
| Accounting feesLn 11c | $39K | |||
| Investment management feesLn 11f | $448K | |||
| Other fees for servicesLn 11g | $231K | |||
| Advertising and promotionLn 12 | $53K | |||
| Office expensesLn 13 | $39K | |||
| Information technologyLn 14 | $18K | |||
| OccupancyLn 16 | $91K | |||
| TravelLn 17 | $33K | |||
| Depreciation, depletion and amortizationLn 22 | $11K | |||
| InsuranceLn 23 | $14K | |||
| Other expenses (24a–d)Ln 24 | $226K | |||
| Total functional expensesLn 25 | $3.8M |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 Latest Viewing | $5.0M | $3.8M | $1.2M | $97.7M | 990 PDF |
| FY2024 | $5.3M | $3.6M | $1.7M | $92.0M | 990 PDF |
| FY2023 | $4.3M | $3.1M | $1.3M | $86.2M | 990 PDF |
| FY2022 | $4.3M | $4.6M | −$241K | $81.0M | 990 PDF |
| FY2021 | $4.4M | $3.0M | $1.4M | $93.6M | 990 PDF |
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Schedules filed Part IV
See the full FY2025 990 (6 parts)
Part I · Summary $4,995,451 revenue, 12 lines filed
Part VI · Governance 4 of 5 board members independent, no flags
Part VIII · Statement of revenue $4,995,451 across 4 lines filed
Part IX · Statement of functional expenses $3,788,663 across 18 lines filed
Part X · Balance sheet $97,958,195 assets, 13 lines filed
Part XI · Reconciliation of net assets $97,684,561 net assets at year end
Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File
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