Nonprofit · EIN 23-7315673
OREGON COMMUNITY FOUNDATION
Tax-exempt · PORTLAND, OR 97205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $293,651,949 | $223,460,179 | $70,191,770 | $3,317,661,859 | $68,131,523 | $3,249,530,336 |
| December 31, 2023 | 990 | $192,606,151 | $244,125,223 | -$51,519,072 | $2,978,953,625 | $58,691,174 | $2,920,262,451 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $244,809,579
- Program service revenue
- $2,491,801
- Investment income
- $45,459,005
- Net gain from sales of assets
- $12,629,431
- Other revenue
- $891,564
Expenses
- Grants and similar amounts paid
- $184,746,710
- Compensation of officers, directors and key employees
- $1,425,245
- Other salaries and wages
- $11,979,888
- Salaries, compensation and benefits (total)
- $17,013,472
- Professional fundraising fees
- $0
- Legal fees
- $95,462
- Accounting fees
- $91,020
- Occupancy
- $861,322
- Travel
- $395,087
- Depreciation
- $79,806
- Program services (functional)
- $201,025,180
- Management and general (functional)
- $18,883,404
- Fundraising (functional)
- $3,551,595
Balance sheet and other
- Total assets, start of year
- $2,978,953,625
- Total assets, end of year
- $3,317,661,859
- Total liabilities, end of year
- $68,131,523
- Net assets, end of year
- $3,249,530,336
- Land, buildings and equipment
- $6,969,943
- Publicly traded securities
- $1,203,843,058
- Net assets without donor restrictions
- $3,188,889,325
- Net assets with donor restrictions
- $60,641,011
- Gross unrelated business income
- $3,935,768
- Gross receipts
- $772,048,274
- Employees
- 137
- Volunteers
- 2,015
- Year formed
- 1973
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lisa Mensah | CEO/Asst Secretary/Treasurer Officer | 40 | $594,315 | $96,450 |
| Erica D Daley | Assistant Secretary/CFO Officer | 40 | $391,623 | $85,232 |
| Marcy Bradley | Vice President of Equity and Culture Highest-paid employee | 40 | $300,050 | $50,263 |
| Stephanie Swanson | Vice President of Communications Highest-paid employee | 40 | $280,117 | $60,116 |
| Kirsten Kilchenstein | Chief Philanthropy Officer Highest-paid employee | 40 | $298,599 | $40,151 |
| Nancy Bales | Executive Director - Gray Family Foundation Highest-paid employee | 0 | $193,953 | $54,028 |
| Kathleen Grimm | Director of Human Resources Highest-paid employee | 40 | $186,556 | $44,998 |
| Ray Klinke | Assistant Secretary Officer | 40 | $169,612 | $59,297 |
| Bill Berg | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Kimberly Cooper | Chair - (END 05/2024) Trustee or director, Officer | 1 | $0 | $0 |
| Lane Shetterly | Board Chair Trustee or director, Officer | 1 | $0 | $0 |
| Patrick Criteser | Director - (END 05/2024) Trustee or director, Officer | 1 | $0 | $0 |
| Peter Bragdon | Vice-Chair Trustee or director, Officer | 1 | $0 | $0 |
| Su Embree | at-Large Trustee or director, Officer | 1 | $0 | $0 |
| Vanessa Wilkens | Secretary Trustee or director, Officer | 1 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Al Barkouli | Director Trustee or director | 1 | $0 |
| Caddy McKeown | Director Trustee or director | 1 | $0 |
| Dee Anne Everson | Director Trustee or director | 1 | $0 |
| Dr Ernesto Fonesca | Director (BEG 05/2024) Trustee or director | 1 | $0 |
| Julie Manning | Director Trustee or director | 1 | $0 |
| Karis Stoudamire-Phillips | Director (BEG 05/2024) Trustee or director | 1 | $0 |
| Monica Enand | Director Trustee or director | 1 | $0 |
| Pat Reiten | Director Trustee or director | 1 | $0 |
| Peter Nickerson | Director Trustee or director | 1 | $0 |
| Roberta Bobbie Conner | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lisa Mensah | CEO/Asst Secretary/Treasurer Officer | 40 | $792,631 | $90,670 |
| Erica D Daley | Assistant Secretary/CFO Officer | 40 | $339,869 | $75,412 |
| Kirsten Kilchenstein | Chief Philanthropy Officer Highest-paid employee | 40 | $265,724 | $35,701 |
| Andrea Chrystine Durbin | VP of Initiatives and Strategic Partnerships Highest-paid employee | 40 | $247,516 | $47,294 |
| Stephanie Swanson | Vice President of Communications Highest-paid employee | 40 | $210,266 | $49,409 |
| Marcy Bradley | Vice President of Equity and Culture Highest-paid employee | 40 | $221,230 | $35,854 |
| Max Williams | Senior Advisor to the CEO (THRU 09/2023) Highest-paid employee | 10 | $216,047 | $15,239 |
| Ray Klinke | Assistant Secretary Officer | 40 | $145,830 | $52,850 |
| Bill Berg | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Carolyn Walker | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Kimberly Cooper | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Lane Shetterly | Vice-Chair Trustee or director, Officer | 1 | $0 | $0 |
| Sabrina Parsons | At-Large Trustee or director, Officer | 1 | $0 | $0 |
| Al Barkouli | Director Trustee or director | 1 | $0 | $0 |
| Caddy McKeown | Director (BEG 05/2023) Trustee or director | 1 | $0 | $0 |
| Dee Anne Everson | Director Trustee or director | 1 | $0 | $0 |
| Julie Manning | Director (BEG 05/2023) Trustee or director | 1 | $0 | $0 |
| Monica Enand | Director (BEG 05/2023) Trustee or director | 1 | $0 | $0 |
| Pat Reiten | Director Trustee or director | 1 | $0 | $0 |
| Patrick Criteser | Director Trustee or director | 1 | $0 | $0 |
| Penny Allen | Director Trustee or director | 1 | $0 | $0 |
| Peter Bragdon | Director Trustee or director | 1 | $0 | $0 |
| Peter Nickerson | Director Trustee or director | 1 | $0 | $0 |
| Roberta Bobbie Conner | Director Trustee or director | 1 | $0 | $0 |
| Su Embree | Director Trustee or director | 1 | $0 | $0 |
| Vanessa Wilkens | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1221 SW YAMHILL ST STE, PORTLAND, OR 97205-2126
- Principal officer (990 for 2024)
- Lisa Mensah, 1221 SW Yamhill Street 100, Portland, OR 972052108
- Signed the 990
- Erica Daley, Chief Financial &Operations Officer
- Phone
- (503) 227-6846
- Website
- www.oregoncf.org
- Return prepared by
- CROWE LLP
Mission
The mission of The Oregon Community Foundation is to improve lives of all Oregonians through the power of philanthropy.
Program accomplishments
- The foundation administers charitable funds and makes grants from those funds for charitable, educational, and scientific purposes, primarily in the State of Oregon. In 2024 OCF: -Made grants totaling $174.0 million to approximately 3500 nonprofit organizations including grants that support Foundation initiatives that focus on strengthening leaders and organizations in the Latino community, promoting youth philanthropy, advancing housing solutions, and connecting Oregonians with learning opportunities from early childhood through higher education. -Assisted approximately 2,164 students with scholarship awards totaling $10.1 million -Administered over 3,636 existing charitable funds; established 117 new funds -Provided educational opportunities for donors, professional advisors, and not-for-profit organizations to learn about philanthropy, grantmaking, endowment building, community issues, and related topicsExpenses $201,025,180 · grants $184,746,710 · revenue $3,383,365
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7315673
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1973
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $3,317,661,859
- Income (IRS master file)
- $772,048,274
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $293,651,949 | $223,460,179 | $3,317,661,859 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $192,606,151 | $244,125,223 | $2,978,953,625 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $193,115,084 | $181,091,323 | $2,775,562,328 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 23-7315673).
Questions about OREGON COMMUNITY FOUNDATION
- What is the EIN of OREGON COMMUNITY FOUNDATION?
- The employer identification number (EIN) of OREGON COMMUNITY FOUNDATION is 23-7315673.
- Is OREGON COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to OREGON COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OREGON COMMUNITY FOUNDATION 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 COMMUNITY FOUNDATION 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 COMMUNITY FOUNDATION 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 COMMUNITY FOUNDATION?
- The 990 for the year ended December 31, 2024 names Lisa Mensah.
- Who are the officers and directors of OREGON COMMUNITY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 25 people; 8 received compensation from the organization, the highest $594,315 (Lisa Mensah, CEO/Asst Secretary/Treasurer).
- How much revenue does OREGON COMMUNITY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $293,651,949, expenses of $223,460,179 and total assets of $3,317,661,859 at year end.
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