Public Charity

THE NELSON TRUST

THE NELSON TRUST is a nonprofit organization categorized as Public Charity based in PORTLAND, OR. Its most recent IRS filing (2024) reports revenue of $11.9M, expenses of $10.2M, total assets of $37.7M.

EIN: 936041903 PORTLAND, OR Employee Funded Pension Trusts NTEE: Y34 Latest filing: 2024
Total Revenue$11.9M
Total Expenses$10.2M
Total Assets$37.7M
Grant Records0
Filing Years2019–2024

Mission

TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.

Officers & Directors

UNION TRUSTEE CO-CHAIR Brandon Bryant
UNION TRUSTEE Grady Lowery
MGMT TRUSTEE CO-CHAIR Kellye Wise End 01152024
MGMT TRUSTEE Kim Eckroth
MGMT TRUSTEE CO- CHAIR Mary Singer
UNION TRUSTEE Mike Hicks

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $11.9M $10.2M $37.7M
2023 $11.9M $11.0M $34.7M
2022 $11.4M $12.4M $32.5M
2020 $12.1M $12.7M $40.2M
2019 $26.1M $30.5M $40.9M

Between 2019 and 2024, reported annual revenue declined from $26.1M to $11.9M (-54%), with total assets most recently reported at $37.7M.

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

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