Nonprofit · EIN 93-1029893
OREGON ENERGY FUND
Also known as OREGON HEAT
Tax-exempt · PORTLAND, OR 97205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,087,302 | $3,761,479 | $325,823 | $4,662,778 | $178,848 | $4,483,930 |
| June 30, 2024 | 990 | $2,999,107 | $2,807,506 | $191,601 | $4,269,435 | $243,680 | $4,025,755 |
| June 30, 2023 | 990 | $2,790,254 | $1,956,417 | $833,837 | $3,958,371 | $239,825 | $3,718,546 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,014,677
- Program service revenue
- $0
- Investment income
- $45,505
- Net income from fundraising events
- $27,120
- Other revenue
- $27,120
Expenses
- Grants and similar amounts paid
- $785,933
- Compensation of officers, directors and key employees
- $235,042
- Other salaries and wages
- $386,481
- Salaries, compensation and benefits (total)
- $724,902
- Professional fundraising fees
- $0
- Accounting fees
- $18,400
- Occupancy
- $51,746
- Travel
- $11,082
- Depreciation
- $2,084
- Program services (functional)
- $3,297,905
- Management and general (functional)
- $152,231
- Fundraising (functional)
- $311,343
Balance sheet and other
- Total assets, start of year
- $4,269,435
- Total assets, end of year
- $4,662,778
- Total liabilities, end of year
- $178,848
- Net assets, end of year
- $4,483,930
- Land, buildings and equipment
- $6,763
- Publicly traded securities
- $1,645,773
- Net assets without donor restrictions
- $2,165,513
- Net assets with donor restrictions
- $2,318,417
- Gross receipts
- $4,128,637
- Employees
- 5
- Volunteers
- 20
- Year formed
- 1989
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESSE B ALLBRITTON | EXECUTIVE DIRECTOR Officer | 40 | $198,894 | $12,326 |
| MARIETTA DONEY | DEPUTY DIRECTOR Highest-paid employee | 40 | $126,952 | $17,541 |
| KEVIN BROWN | DEVELOPMENT DIRECTOR Highest-paid employee | 40 | $107,691 | $9,799 |
| TORI BRYSON | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| SARAH SIMMONS | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| ANNE WAHR | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| KATHERINE ESTRADA | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| SAUL CHAVEZ-HERNANDEZ | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| MARISA DECRISTOFORO | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| DAVID DI MATTEO | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| BOB GRAVELY | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| PAUL KOEHLER | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| BILLI KOHLER | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| ELOISA MARISCAL | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| DARCY NOXON | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JORDAN SCHOONOVER | DIRECTOR Trustee or director | 0.3 | $0 |
| CHARITY SPIRES | DIRECTOR Trustee or director | 0.3 | $0 |
| ADAM LOWNEY | IMMEDIATE PAST PRESIDENT Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESSE B ALLBRITTON | EXECUTIVE DIRECTOR Officer | 40 | $186,585 | $11,705 |
| MARIETTA DONEY | DEPUTY DIRECTOR Highest-paid employee | 40 | $119,731 | $17,069 |
| TORI BRYSON | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| SARAH SIMMONS | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| ANNE WAHR | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| KATHERINE ESTRADA | TREASURER (1/31/24 - CURRENT) Trustee or director, Officer | 0.5 | $0 | $0 |
| SAUL CHAVEZ-HERNANDEZ | DIRECTOR (1/31/24 - CURRENT) Trustee or director | 0.3 | $0 | $0 |
| MARISA DECRISTOFORO | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| DAVID DI MATTEO | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| BOB GRAVELY | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| PAUL KOEHLER | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| BILLI KOHLER | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| ELOISA MARISCAL | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| DARCY NOXON | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| CHUKWEMEKA EMEKA ONYIA | DIRECTOR (12/1/23 - 4/22/24) Trustee or director | 0.3 | $0 | $0 |
| TYLER RICHARDSON | DIRECTOR (12/1/23 - 2/1/24) Trustee or director | 0.3 | $0 | $0 |
| MIGUEL SANTOS | TREASURER (12/1/23 - 7/26/23) Trustee or director | 0.3 | $0 | $0 |
| JORDAN SCHOONOVER | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| CHARITY SPIRES | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| ADAM LOWNEY | IMMEDIATE PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESSE B ALLBRITTON | EXECUTIVE DIRECTOR Officer | 40 | $177,737 | $9,819 |
| MARIETTA DONEY | DEPUTY DIRECTOR Highest-paid employee | 40 | $113,308 | $14,782 |
| TORI BRYSON | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| SARAH SIMMONS | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| ANNE WAHR | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| MIGUEL SANTOS | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| MARISA DECRISTOFORO | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| DAVID DI MATTEO | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| BOB GRAVELY | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| PAUL KOEHLER | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| BILLI KOHLER | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| JESS MARPE | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| ELOISA MARISCAL | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| DARCY NOXON | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| CHUKWEMEKA EMEKA ONYIA | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| TYLER RICHARDSON | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| JORDAN SCHOONOVER | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| CHARITY SPIRES | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| ADAM LOWNEY | IMMEDIATE PAST PRESIDENT Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1020 SW TAYLOR ST STE 620, PORTLAND, OR 97205-2506
- In care of
- % VICTOR ATIYEH CHR BD
- Principal officer (990 for 2024)
- SARAH SIMMONS, 1020 SW TAYLOR STREET 620, PORTLAND, OR 97205
- Signed the 990
- SARAH SIMMONS, BOARD CHAIR
- Phone
- (971) 386-2124
- Return prepared by
- MCDONALD JACOBS PC
Mission
TO ASSIST VULNERABLE OREGONIANS WITH THEIR UTILITY NEEDS, PROMOTING HEALTH, SAFETY AND HOUSEHOLD STABILITY.
Program accomplishments
- OREGON ENERGY FUND 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. OREGON ENERGY FUND ASSISTED APPROXIMATELY 2,242 HOUSEHOLDS; 5,317 INDIVIDUALS, WHICH INCLUDES 1,786 CHILDREN, 2,771 ADULTS AND 760 SENIORS. OF THESE INDIVIDUALS, 692 WERE DISABLED.OREGON ENERGY FUND'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.Expenses $1,441,253 · grants $785,933
- OREGON ENERGY FUND PARTNERED WITH NW NATURAL ON ENERGY RETRO-FIT PROJECTS DELIVERING HVAC, ROOFING, BUILDING CONTROLS UPGRADES AND MORE FOR LOW-INCOME SINGLE-FAMILY AND MULTIFAMILY HOMES. IN OUR MOST RECENT PROJECT, WE SERVED 51 INDIVIDUALS HELPING THEM STAY HEALTHY AND HOUSED WHILE SUPPORTING HOUSEHOLD STABILITY AND LONG-TERM ENERGY EFFICIENCY.Expenses $1,856,652
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 93-1029893
- 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
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L820)
- Assets (IRS master file)
- $4,662,778
- Income (IRS master file)
- $4,128,637
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,087,302 | $3,761,479 | $4,662,778 | IRS |
| 990 | June 2024 | $2,999,107 | $2,807,506 | $4,269,435 | XML |
| 990 | June 2023 | $2,790,254 | $1,956,417 | $3,958,371 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 93-1029893).
Questions about OREGON ENERGY FUND
- What is the EIN of OREGON ENERGY FUND?
- The employer identification number (EIN) of OREGON ENERGY FUND is 93-1029893.
- Is OREGON ENERGY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to OREGON ENERGY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OREGON ENERGY FUND 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 ENERGY FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OREGON ENERGY FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OREGON ENERGY FUND?
- The 990 for the year ended June 30, 2025 names SARAH SIMMONS.
- Who are the officers and directors of OREGON ENERGY FUND?
- The 990 for the year ended June 30, 2025 lists 18 people; 3 received compensation from the organization, the highest $198,894 (JESSE B ALLBRITTON, EXECUTIVE DIRECTOR).
- How much revenue does OREGON ENERGY FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,087,302, expenses of $3,761,479 and total assets of $4,662,778 at year end.
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