2024-10-16T12:39:26-05:00 2024-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-07-01 931029893 OREGON ENERGY FUND OREG 9713862124 1020 SW TAYLOR STREET 620 PORTLAND OR 97205 VICTORIA BRYSON BOARD CHAIR 9713862124 2024-10-12 1 0 GERARD DEBLOIS P01287653 5032270581 2023 2024-10-15 13:58:12Z VICTORIA BRYSON 1020 SW TAYLOR STREET 620 PORTLAND OR 97205 3026892 0 X HTTPS://WWW.OREGONENERGYFUND.ORG/ X 1989 OR TO ASSIST NEIGHBORS IN FINANCIAL CRISIS WITH THEIR ENERGY BILLS TO SUPPORT HOUSEHOLD STABILITY. 15 15 5 20 0 0 2682068 2934692 0 0 93037 41991 15149 22424 2790254 2999107 480426 742117 0 0 491866 618493 0 0 96228 984125 1446896 1956417 2807506 833837 191601 3958371 4269435 239825 243680 3718546 4025755 X TO ASSIST NEIGHBORS IN FINANCIAL CRISIS WITH THEIR ENERGY BILLS TO SUPPORT HOUSEHOLD STABILITY. 0 0 1461015 742117 OREGON ENERGY FUND (THE ORGANIZATION) PARTNERED WITH LOCAL COMMUNITY AND SOCIAL SERVICE ORGANIZATIONS TO DELIVER ENERGY ASSISTANCE TO QUALIFYING HOUSEHOLDS. THE ORGANIZATION RAISES MONEY TO MAKE PAYMENTS DIRECTLY TO UTILITIES OR VENDORS ON BEHALF OF LOW-INCOME CUSTOMERS. THE ORGANIZATION ASSISTED APPROXIMATELY 2,155 HOUSEHOLDS; 4,941 INDIVIDUALS, WHICH INCLUDES 1,585 CHILDREN, 2,527 ADULTS AND 829 SENIORS. OF THESE INDIVIDUALS, 708 WERE DISABLED.THE ORGANIZATION'S FUNDS WILL BE SPENT IN ACCORDANCE WITH THEIR FISCAL POLICY DETAILED IN SCHEDULE O. OREGON ENERGY FUND'S CURRENT POLICY IS TO COLLECT FUNDS IN ONE FISCAL YEAR AND RELEASE THEM FOR USE IN THE NEXT FISCAL YEAR, CALLED "SECOND YEAR FUNDING." THE POLICY HAS BEEN LARGELY APPLIED TO SPENDING OF RESTRICTED FUNDS DEDICATED TO ENERGY ASSISTANCE.THE RESULTS OF THE CURRENT YEAR ACTIVITY CAN BE FOUND ON THE FORM 990, LINE 19. IT MAY APPEAR THAT THE ORGANIZATION IS SPENDING MORE THAN IT RAISES, BUT IN FACT ALL PROGRAM EXPENSES FROM LINE 13 ARE USING FUNDS RAISED IN PRIOR YEARS. 1097819 PARTNERED WITH NW NATURAL FOR AN ENERGY RETRO-FIT PROJECT INVOLVING UPGRADES TO HVAC, BUILDING MANAGEMENT SYSTEM, AND ROOFING. 2558834 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X X MARIETTA DONEY 9712862124 1020 SW TAYLOR STREET 620 PORTLAND OR 97205 TORI BRYSON PRESIDENT 0.50 X X 0 0 0 SARAH SIMMONS VICE PRESIDENT 0.50 X X 0 0 0 ANNE WAHR SECRETARY 0.50 X X 0 0 0 KATHERINE ESTRADA TREASURER (1/31/24 - CURRENT) 0.50 X X 0 0 0 SAUL CHAVEZ-HERNANDEZ DIRECTOR (1/31/24 - CURRENT) 0.30 X 0 0 0 MARISA DECRISTOFORO DIRECTOR 0.30 X 0 0 0 DAVID DI MATTEO DIRECTOR 0.30 X 0 0 0 BOB GRAVELY DIRECTOR 0.30 X 0 0 0 PAUL KOEHLER DIRECTOR 0.30 X 0 0 0 BILLI KOHLER DIRECTOR 0.30 X 0 0 0 ELOISA MARISCAL DIRECTOR 0.30 X 0 0 0 DARCY NOXON DIRECTOR 0.30 X 0 0 0 CHUKWEMEKA EMEKA ONYIA DIRECTOR (12/1/23 - 4/22/24) 0.30 X 0 0 0 TYLER RICHARDSON DIRECTOR (12/1/23 - 2/1/24) 0.30 X 0 0 0 MIGUEL SANTOS TREASURER (12/1/23 - 7/26/23) 0.30 X 0 0 0 JORDAN SCHOONOVER DIRECTOR 0.30 X 0 0 0 CHARITY SPIRES DIRECTOR 0.30 X 0 0 0 ADAM LOWNEY IMMEDIATE PAST PRESIDENT 0.50 X 0 0 0 JESSE B ALLBRITTON EXECUTIVE DIRECTOR 40.00 X 186585 0 11705 MARIETTA DONEY DEPUTY DIRECTOR 40.00 X 119731 0 17069 306316 0 28774 2 0 1 0 BURCH ENERGY SERVICES LLC 6130 NE 78TH CT PORTLAND OR 97218 ENERGY RETRO-FIT PROJECT 1034004 1 26350 2908342 19950 2934692 41991 41991 50209 26350 27785 22424 22424 2999107 0 0 64415 742117 742117 204974 145532 30746 28696 328095 232948 49214 45933 8599 6105 1290 1204 30312 21521 4547 4244 46513 33024 6977 6512 16200 11502 2430 2268 19571 19571 1459 1036 219 204 26583 18874 3987 3722 126198 109329 23097 -6228 47384 33642 7108 6634 6451 4580 968 903 828 588 124 116 4113 2920 617 576 SPECIAL PROJECT 1097819 1097819 PROGRAM FEES 89967 89967 10323 7330 1549 1444 2807506 2558834 152444 96228 2159356 2365367 251237 254968 19652 29334 26770 24072 101842 100924 996 918 1378724 1513678 121636 81098 3958371 4269435 99041 160139 17300 0 123484 83541 239825 243680 X 1778190 2022643 1940356 2003112 3718546 4025755 3958371 4269435 191601 115608 0 X X 0 1 X 1 0 X 1428901 1599958 1608355 2682068 2934692 10253974 1428901 1599958 1608355 2682068 2934692 10253974 10253974 27201 19883 25004 28825 41991 142904 22424 22424 128500 228268 237765 223786 155150 973469 11392771 0.90000 0.98160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69042 68124 918 32800 32800 0 918 OPERATING LEASE LIABILITY 83541 83541 X 3095144 115608 115608 2979536 19571 19571 2999107 2787935 0 2787935 19571 19571 2807506 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. ILLUMINATE 76559 26350 50209 21085 500 6200 76559 26350 50209 21085 500 6200 27785 22424 1 0 0 ENERGY ASSISTANCE 2155 742117 PART I, LINE 2: PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS OREGON ENERGY FUND'S PARTNER AGENCIES REPORT THEIR CUSTOMER COMMITMENTS (FUNDS COMMITTED) USING AN ONLINE PORTAL AS THE COMMITMENTS ARE MADE. WEEKLY THOSE COMMITMENTS ARE RECONCILED AND PAYMENTS ARE MADE ON BEHALF OF THE CUSTOMER TO THE APPROPRIATE UTILITY. X X 0 0 0 0 0 0 0 0 0 JESSE B ALLBRITTON EXECUTIVE DIRECTOR 176585 0 10000 0 0 0 10360 0 1345 0 198290 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ONCE THE DRAFT 990 HAS BEEN COMPLETED BY THE CPA, OREGON ENERGY FUND STAFF REVIEWS AND COMPARES THE DRAFT 990 TO THE FINANCIAL STATEMENTS AND OTHER SUPPORTING DOCUMENTS. ONCE THIS PROCESS IS COMPLETE, THE DRAFT 990 IS FORWARDED ON TO BOARD MEMBERS FOR THEIR REVIEW AND COMMENTS BEFORE OREGON ENERGY FUND STAFF NOTIFIES THE CPA FIRM THAT IT IS READY FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C OREGON ENERGY FUND PROVIDES CONFLICT OF INTEREST DOCUMENT ANNUALLY TO ITS BOARD AND KEY EMPLOYEES FOR COMPLETION. THE DOCUMENT IS THEN KEPT ON FILE BY OREGON ENERGY FUND. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION USES AN OUTSIDE SALARY SURVEY. BEFORE THE EXECUTIVE DIRECTOR WAS INITIALLY HIRED AN EXECUTIVE MEETING IS HELD ANNUALLY WITHOUT THE EXECUTIVE DIRECTOR PRESENT. IN THIS MEETING THE COMMITTEE EVALUATES THE EXECUTIVE DIRECTORS PERFORMANCE. THE SALARY IS THEN PRESENTED TO THE EXCEUTIVE DIRECTOR AT LATER DATE. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE WHEN REQUESTED, DELIVERY OF WHICH IS DETERMINED BY THE MOST EXPEDITIOUS METHOD OF CONVEYANCE. PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.