Skip to content
Nonprofiteer
← OREGON TRIO ASSOCIATION

Form 990 for tax year 2024

Filed by OREGON TRIO ASSOCIATION.

Totals

Total revenue
$941,797
Total expenses
$785,121
Contributions and grants received
$833,109
Grants paid
$130,568
Program service revenue
$97,116
Investment income
$11,572
Other revenue
$0
Total assets, end of year
$457,514
Total liabilities, end of year
-$46
Net assets or fund balances, end of year
$457,560
Program services expenses (Part IX)
$541,852
Management and general expenses
$243,269
Fundraising expenses
$0
Program service expenses (Part III)
$541,852

Program services were 69.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $25,866

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $625,000

  • 1f · All other contributions, gifts and grants

    $182,243

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: TRIO PROGRAM SUPPORT

    total $97,116 · related or exempt $97,116 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $11,572 · related or exempt $11,572 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $130,568 · program services $130,568

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $118,586 · program services $71,152 · management and general $47,434 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $68,021 · program services $40,813 · management and general $27,208 · fundraising $0

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $29,508 · program services $17,705 · management and general $11,803 · fundraising $0

  • 10 · Payroll taxes

    total $17,838 · program services $10,703 · management and general $7,135 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $978 · program services $196 · management and general $782 · fundraising $0

  • 11c · Fees: accounting

    total $751 · program services $150 · management and general $601 · fundraising $0

  • 11d · Fees: lobbying

    total $4,800 · program services $2,400 · management and general $2,400 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $63,865 · program services $25,668 · management and general $38,197 · fundraising $0

  • 12 · Advertising and promotion

    total $3,963 · program services $2,378 · management and general $1,585 · fundraising $0

  • 13 · Office expenses

    total $7,565 · program services $5,544 · management and general $2,021 · fundraising $0

  • 14 · Information technology

    total $9,526 · program services $1,905 · management and general $7,621 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $6,503 · program services $3,902 · management and general $2,601 · fundraising $0

  • 17 · Travel

    total $71,332 · program services $43,279 · management and general $28,053 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $68,310 · program services $49,979 · management and general $18,331 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $11,940 · program services $7,164 · management and general $4,776 · fundraising $0

  • 24a · Other expenses: TRIO PROGRAM SUPPORT COSTS

    total $102,707 · program services $77,008 · management and general $25,699 · fundraising $0

  • 24b · Other expenses: STUDENT SUPPORT AND EVENT COSTS

    total $20,535 · program services $15,401 · management and general $5,134 · fundraising $0

  • 24c · Other expenses: GRANT AWARDED PROJECT COSTS

    total $47,825 · program services $35,937 · management and general $11,888 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $17,479 · end of year $26,172

  • 2 · Savings and temporary cash investments

    beginning of year $284,682 · end of year $413,214

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $18,128

  • 10c · Land, buildings and equipment, net

    beginning of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,277 · end of year -$46

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $300,884 · end of year $277,507

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $180,053

Mission and programs · 2024

Mission

Oregon TRIO Association (OTA) was founded in 2000 to increase the number of low-income, first-generation, underrepresented, and disabled student populations in higher education. OTA advocates for its TRIO programs and students at the Congressional level provides professional development opportunities for members and students in Oregon, connects community resources to students, and offers grant writing support to ensure the sustainability of its programs by the US Department of Education.

Activities or mission (Part I)

Growing and supporting Oregon TRIO programs, staff, and students.

  • TRIO program support. Oregon TRIO Association works with 47 federal TRIO grants throughout Oregon and supports those organizations through professional development opportunities, networking events, grant support, workshops, and providing program expertise.

    Expenses $305,367 · Revenue $256,756

  • Student Enrichment Services. The Oregon TRIO Association provides opportunities and resources for TRIO students throughout Oregon in an effort to aid in their pursuit of completing post-secondary education. Examples include workshops, conferences, travel abroad support, technology support, and events to support alumni.

    Expenses $59,542 · Revenue $75,287

  • Student Scholarships. The Oregon TRIO Association looks to support TRIO students through direct scholarships to help cover the costs of post-secondary education.

    Expenses $176,943 · Revenue $233,777

As filed on the 2024 return.

Listed in Part VII

  • Matthew Bisek

    Executive Director

    Total calculated
    $118,586
    From this org
    $118,586
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Christine Riehl

    PAST-PRESIDENT

    Total calculated
    $0
    Hours/week
    0

  • Naomi McCreary

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0

  • Ashley Echang

    TREASURER

    Total calculated
    $0
    Hours/week
    0

  • Claudia Mendez

    DISTRICT 1 REP

    Total calculated
    $0
    Hours/week
    0

  • Charlotte Waite

    DISTRICT 2 REP

    Total calculated
    $0
    Hours/week
    0

  • Erik Ruch

    DISTRICT 3 REP

    Total calculated
    $0
    Hours/week
    0

  • Christopher Solario

    DISTRICT 6 REP

    Total calculated
    $0
    Hours/week
    0

  • Sarah Beatty

    COMMUNICATIONS REP

    Total calculated
    $0
    Hours/week
    0

  • Alejandra Lopez-Nestor

    ALUMNI REP

    Total calculated
    $0
    Hours/week
    0

  • Amy Davila-Klautzsch

    DISTRICT 4 REP

    Total calculated
    $0
    Hours/week
    0

  • Cassie Copeland

    DISTRICT 5 REP

    Total calculated
    $0
    Hours/week
    0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
5 March 2025
IRS schema version
2024v5.0
Source object
202510979349301036

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.