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← OREGON TRIO ASSOCIATION

Form 990 for tax year 2022

Filed by OREGON TRIO ASSOCIATION.

Totals

Total revenue
$138,920
Total expenses
$643,184
Contributions and grants received
$71,129
Grants paid
$179,723
Program service revenue
$67,761
Investment income
$30
Other revenue
$0
Total assets, end of year
$369,426
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$369,426
Program services expenses (Part IX)
$563,686
Management and general expenses
$79,498
Fundraising expenses
$0
Program service expenses (Part III)
$563,686

Program services were 87.6% 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

    $11,650

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $59,479

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Trio Program Support

    total $50,311 · related or exempt $50,311 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Student Enrichment Services

    total $17,450 · related or exempt $17,450 · 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 $30 · related or exempt $30 · 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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

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

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $179,723 · program services $179,723

  • 5 · Compensation of officers, directors and key employees

    total $81,600 · program services $40,800 · management and general $40,800

  • 8 · Pension plan contributions

    total $9,660 · program services $4,830 · management and general $4,830

  • 9 · Other employee benefits

    total $28,788 · program services $14,394 · management and general $14,394

  • 10 · Payroll taxes

    total $8,583 · program services $4,291 · management and general $4,292

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $694 · management and general $694

  • 11g · Fees: other

    total $129,189 · program services $123,139 · management and general $6,050

  • 12 · Advertising and promotion

    total $1,342 · program services $1,295 · management and general $47

  • 13 · Office expenses

    total $3,569 · program services $1,654 · management and general $1,915

  • 14 · Information technology

    total $7,048 · program services $5,031 · management and general $2,017

  • 16 · Occupancy

    total $3,148 · program services $1,421 · management and general $1,727

  • 17 · Travel

    total $1,044 · program services $1,026 · management and general $18

  • 19 · Conferences, conventions and meetings

    total $47,539 · program services $47,539

  • 20 · Interest

    total $13 · management and general $13

  • 23 · Insurance

    total $2,701 · management and general $2,701

  • 24a · Other expenses: Board Expenses

    total $5,880 · program services $5,880 · management and general $0 · fundraising $0

  • 24b · Other expenses: Student Events

    total $65,855 · program services $65,855 · management and general $0 · fundraising $0

  • 24c · Other expenses: Other Program Expenses

    total $66,808 · program services $66,808 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $873,087 · end of year $360,825

  • 2 · Savings and temporary cash investments

    beginning of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0

  • 4 · Accounts receivable

    beginning of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0

  • 8 · Inventories for sale or use

    beginning of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $8,601

  • 11 · Investments: publicly traded securities

    beginning of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0

  • 15 · Other assets

    beginning of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 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 $873,087 · end of year $369,426

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

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 $199,480 · Revenue $58,312

  • 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 $184,483 · Revenue $27,681

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

    Expenses $179,723 · Revenue $2,440

As filed on the 2022 return.

Listed in Part VII

  • Matthew Bisek

    Executive Director

    Total calculated
    $94,305
    From this org
    $94,305
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Christine Riehl

    PAST-PRESIDENT

    Total calculated
    $0
    Hours/week
    0

  • Christopher Mahan

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0

  • Katie Chiavarini

    TREASURER

    Total calculated
    $0
    Hours/week
    0

  • Troy Henri

    DISTRICT 1 REP

    Total calculated
    $0
    Hours/week
    0

  • Zach Jones

    DISTRICT 2 REP

    Total calculated
    $0
    Hours/week
    0

  • Summer Baber

    DISTRICT 3 REP

    Total calculated
    $0
    Hours/week
    0

  • Efra Quevedo-Ramos

    DISTRICT 5 REP

    Total calculated
    $0
    Hours/week
    0

  • Naomi McCreary

    COMMUNICATIONS REP

    Total calculated
    $0
    Hours/week
    0

  • Alejandra Lopez-Nestor

    ALUMNI REP

    Total calculated
    $0
    Hours/week
    0

  • Destiny Hunt

    DISTRICT 4 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
2022
Filed
6 March 2023
IRS schema version
2022v5.0
Source object
202311089349301566

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