Public Charity

UMTA TRUST

UMTA TRUST is a Public Charity headquartered in Portland, OR. Financial data from the 2025 filing: $17.1M revenue, $18.4M expenses, $43.0M total assets.

EIN: 936029224 Portland, OR Latest filing: 2025

Total Revenue$17.1M

Total Expenses$18.4M

Total Assets$43.0M

Grant Records0

Filing Years2021–2025

Mission

TO PROVIDE PARTICIPATING EMPLOYER'S EMPLOYEES WITH HEALTH, LIFE, AND DISABILITY BENEFITS.

Officers & Directors

Trustee Christina Blaser

Trustee John Rudi

Trustee Martha Cox

Trustee - EFF. 02/2025 Michael Fiore

PAID BY RELATED ORGANIZATIONS. See Sch O For Compensation

Trustee Taryn Christison

Officer compensation and complete director data available with membership.

Financial Trends

Year	Revenue	Expenses	Assets
2025	$17.1M	$18.4M	$43.0M
2024	$18.0M	$18.6M	$39.9M
2023	$16.4M	$17.4M	$38.9M
2022	$20.1M	$20.4M	$40.2M
2021	$22.0M	$21.8M	$45.6M

Between 2021 and 2025, reported annual revenue declined from $22.0M to $17.1M (-23%), with total assets most recently reported at $43.0M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for UMTA TRUST

Complete financials, all 0 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 880,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports