2026-04-07T12:23:24-07:00 2025-12-31 990 2025-01-01 272616442 OREGON TRIO ASSOCIATION OREG 9719889506 1651 LEXINGTON AVENUE ASTORIA OR 97103 Matthew Bisek Executive Director 9719889506 2026-02-25 2025 2025-03-06 01:10:19Z MATT BISEK 1651 LEXINGTON AVE ASTORIA OR 97103 1028090 0 X OREGONTRIO.ORG X 2010 OR Growing and supporting Oregon TRIO programs, staff, and students. 11 11 3 29 0 0 833109 562922 97116 446218 11572 18950 0 0 941797 1028090 130568 63350 0 0 233953 325613 0 0 0 420600 441642 785121 830605 156676 197485 460236 657767 -46 0 460282 657767 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. 0 0 336964 486236 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. 104516 40504 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. 112442 90114 Student Scholarships. The Oregon TRIO Association looks to support TRIO students through direct scholarships to help cover the costs of post-secondary education. 0 0 0 553922 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 3 1 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OR X X X Matthew Bisek 9719889506 1651 LEXINGTON AVENUE ASTORIA OR 97103 MATTHEW BISEK Executive Director 40 0 X 128526 0 0 CHRISTINE RIEHL PAST-PRESIDENT 2 0 X X 0 0 0 NAOMI MCCREARY PRESIDENT 2 0 X X 0 0 0 ASHLEY ECHANG TREASURER 2 0 X X 0 0 0 CLAUDIA MENDEZ DISTRICT 1 REP 2 0 X 0 0 0 CHARLOTTE WAITE DISTRICT 2 REP 2 0 X 0 0 0 ERIK RUCH DISTRICT 3 REP 2 0 X 0 0 0 CHRISTOPHER SOLARIO DISTRICT 6 REP 2 0 X 0 0 0 SHARI SHOOHS COMMUNICATIONS REP 2 0 X 0 0 0 BRIANNA ECK ALUMNI REP 2 X 0 0 0 AMY DAVILA-KLAUTZSCH DISTRICT 5 REP 2 0 X 0 0 0 JUAN NAVARRO DISTRICT 4 REP 2 0 X 0 0 0 128526 0 0 1 0 0 0 0 0 41945 0 0 242331 278646 0 562922 TRIO PROGRAM SUPPORT 611710 446218 446218 0 0 0 0 0 0 446218 18950 18950 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1028090 465168 0 0 0 0 63350 63350 0 0 0 0 118586 71152 47434 0 0 0 0 0 99782 59869 39913 0 0 0 0 0 85110 51066 34044 0 22135 13281 8854 0 0 0 0 0 888 477 411 0 1500 0 1500 0 4800 2400 2400 0 0 0 0 0 0 0 52244 20898 31346 0 581 349 232 0 9148 8281 867 7134 1427 5707 0 0 0 0 0 5750 3450 2300 0 74126 44956 29170 0 0 0 0 0 111919 84013 27906 0 0 0 0 0 0 0 0 0 0 0 0 0 8069 4841 3228 0 TRIO PROGRAM SUPPORT COSTS 165483 124112 41371 0 830605 553922 276683 0 26172 46724 413214 611043 0 0 0 0 0 0 0 0 0 0 0 0 20850 0 0 0 0 0 0 0 0 0 0 0 460236 657767 -46 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 -46 0 X 277507 411006 182775 246761 460282 657767 460236 657767 197485 0 0 0 0 0 X 0 0 0 X 1025019 71129 477873 833109 562922 2970052 0 0 0 0 0 0 0 0 0 0 0 0 1025019 71129 477873 833109 562922 2970052 0 2970052 0 30 1300 11572 18950 31852 0 0 0 0 0 0 0 0 0 0 0 3001904 446218 0.98939 0.99469 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 4800 0 0 4800 0 0 1 0 Schedule C, Part II-B, Line 1 Oregon TRIO Association paid for 9 board members and the executive director to attend the annual TRIO Conference (Council for Opportunity in Education Policy Seminar) to advocate on behalf of TRIO programs and lobby for FY2025 appropriations. The event was a professional development opportunity, and only a portion of the time was spent lobbying. Our organization covered hotel, travel, and meal costs for the lobbying day in Washington, DC for these advocacy efforts (March 2025). 1 STUDENT SCHOLARSHIPS 64 63350 0 CASH Schedule I, Part I, Line 2 The Oregon TRIO Association maintains documentation to substantiate all scholarship awards, including records of eligibility, selection criteria, and award determinations. All grants are provided in the form of scholarships to students participating in federally funded TRIO programs in Oregon. Schedule I, Part III THE ORGANIZATION HAS A COMMITTEE OF VOLUNTEERS WHO DETERMINE THE GRANT CRITERIA AND EVALUATION WHEN DETERMINING WHICH STUDENT TO AWARD. THIS PROCESS IS CONSTANTLY EVALUATED AND MONITORED AND ALL MEMBERS OF THE COMMITTEE MUST COMPLETE A CODE OF CONDUCT AGREEMENT. Form 990, Part VI, Section A, Line 4 The organization amended our bylaws, and they are now publicly posted on our website. The new document is effective April 2, 2025. Form 990, Part VI, Section B, Line 11b The organization makes its Form 990 publicly available on its website and through third-party nonprofit transparency platforms such as Candid. Prior to filing, the Form 990 is prepared in collaboration with the organization's accountant and reviewed by the Executive Director. A copy of the finalized Form 990 is made available to members of the governing body upon completion and is accessible through the organization's public disclosures. Form 990, Part VI, Section B, Line 12c The Oregon TRIO Association maintains a written conflict of interest policy that applies to officers, directors, and key employees. Individuals covered by the policy are required to complete annual conflict of interest disclosures and update them as needed throughout the year if circumstances change. The organization monitors compliance through annual disclosure collection, review by the Executive Director and Board leadership, and discussion of potential conflicts during board and committee meetings when applicable. Any disclosed conflicts are documented in meeting minutes, and affected individuals are recused from discussions and voting where a conflict exists. Form 990, Part VI, Section C, Line 19 The Oregon TRIO Association is committed to transparency and public accountability. During the tax year, the organization made its Form 990 publicly available through its website and third-party nonprofit transparency platforms such as Candid. Governing documents, including organizational policies and the conflict of interest policy, are available upon request. Financial statements are shared with the Board of Directors and made available to stakeholders and members of the public upon request.