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Nonprofit · EIN 37-6706211

OREGON-UNIONS STATE WORKER TRAINING AND EDUCATION FUND TR

Also known as MOLLY MALONE TTEE

Tax-exempt · PORTLAND, OR 97232

Financials

$1.3M$1.9M2023$2.1M$2.1M2024
Revenue Expenses · by fiscal year end
Financials of OREGON-UNIONS STATE WORKER TRAINING AND EDUCATION FUND TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,050,482$2,090,160-$39,678$560,019$0$560,019
December 31, 2023990$1,318,093$1,929,455-$611,362$599,697$0$599,697
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,050,380
Investment income
$102
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$2,658
Accounting fees
$9,000
Program services (functional)
$1,876,641
Management and general (functional)
$213,519

Balance sheet and other

Total assets, start of year
$599,697
Total assets, end of year
$560,019
Total liabilities, end of year
$0
Net assets, end of year
$560,019
Gross receipts
$2,050,482
Employees
0
Volunteers
0
Year formed
2020
State of legal domicile
OR

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MIKE POWERSTRUSTEE
Trustee or director
1$0
JADE MCCREDYTRUSTEE
Trustee or director
1$0
SOPHORN CHEANGTRUSTEE
Trustee or director
1$0
TRAVIS BROUWERCHAIRPERSON
Trustee or director, Officer
1$0
JENNIFER LITRUSTEE
Trustee or director
1$0
GAIL LEVARIOVICE CHAIR
Trustee or director, Officer
1$0
PHILIP SHILTSCHAIRPERSON
Trustee or director, Officer
1$0
MELINDA GROSSTrustee
Trustee or director
1$0
JIM FRANKSTRUSTEE
Trustee or director
1$0
DR NAKEIA DANIELSTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
MIKE POWERSTRUSTEE
Trustee or director
1$0
JADE MCCREDYTRUSTEE
Trustee or director
1$0
SOPHORN CHEANGTRUSTEE
Trustee or director
1$0
TRAVIS BROUWERCHAIRPERSON
Trustee or director, Officer
1$0
JENNIFER LITRUSTEE
Trustee or director
1$0
GAIL LEVARIOTRUSTEE
Trustee or director
1$0
PHILIP SHILTSVice Chair
Trustee or director, Officer
1$0
MELINDA GROSSTrustee
Trustee or director
1$0
MELISSA UNGERVice Chair (Former)
Trustee or director, Officer
1$0
BERRI LESLIETrustee (Former)
Trustee or director
1$0
SAIHOU SOWANEHTrustee (Former)
Trustee or director
1$0
SERENA STOUDAMIRE WESLEYTrustee(Former)
Trustee or director
1$0

Address and contacts

Address (IRS master file)
525 NE OREGON ST, PORTLAND, OR 97232-2765
In care of
% SARA DUERR RISE PARTNERSHIP
Principal officer (990 for 2024)
KATIE COOMBES, 525 NE OREGON ST, PORTLAND, OR 97232
Signed the 990
KATIE COOMBES, executive director
Phone
(503) 305-5148
Return prepared by
MILLER KAPLAN ARASE LLP

Mission

TO BUILD AND DELIVER CONSISTENT AND QUALITY EDUCATION IN BENEFITS, WELLNESS, AND EQUITY TO STATE EMPLOYEES.

990 for the year ended December 31, 2024

Program accomplishments

  • DELIVERED CONSISTENT AND QUALITY EDUCATION IN BENEFITS, WELLNESS, AND EQUITY TO STATE EMPLOYEES.
    Expenses $1,876,641 · revenue $2,050,380

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
37-6706211
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2021
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B30)
Assets (IRS master file)
$560,019
Income (IRS master file)
$2,050,482

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,050,482$2,090,160$560,019XML
990December 2023$1,318,093$1,929,455$599,697XML
990December 2022$1,576,261$1,325,391$1,211,059IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 37-6706211).

Questions about OREGON-UNIONS STATE WORKER TRAINING AND EDUCATION FUND TR

What is the EIN of OREGON-UNIONS STATE WORKER TRAINING AND EDUCATION FUND TR?
The employer identification number (EIN) of OREGON-UNIONS STATE WORKER TRAINING AND EDUCATION FUND TR is 37-6706211.
Is OREGON-UNIONS STATE WORKER TRAINING AND EDUCATION FUND TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to OREGON-UNIONS STATE WORKER TRAINING AND EDUCATION FUND TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OREGON-UNIONS STATE WORKER TRAINING AND EDUCATION FUND TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of OREGON-UNIONS STATE WORKER TRAINING AND EDUCATION FUND TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OREGON-UNIONS STATE WORKER TRAINING AND EDUCATION FUND TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of OREGON-UNIONS STATE WORKER TRAINING AND EDUCATION FUND TR?
The 990 for the year ended December 31, 2024 names KATIE COOMBES.
Who are the officers and directors of OREGON-UNIONS STATE WORKER TRAINING AND EDUCATION FUND TR?
The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does OREGON-UNIONS STATE WORKER TRAINING AND EDUCATION FUND TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,050,482, expenses of $2,090,160 and total assets of $560,019 at year end.

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