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Nonprofit · EIN 93-1045925

CASCADE POLICY INSTITUTE

Tax-exempt · PORTLAND, OR 97225

Financials

$1.4M$760K2023$1.2M$832K2024$1.3M$917K2025
Revenue Expenses · by fiscal year end
Financials of CASCADE POLICY INSTITUTE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,349,303$917,384$431,919$4,768,864$677,679$4,091,185
December 31, 2024990$1,169,693$831,660$338,033$3,820,292$568,125$3,252,167
December 31, 2023990$1,367,178$760,443$606,735$3,168,573$547,076$2,621,497
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,207,265
Program service revenue
$0
Investment income
$141,593
Net gain from sales of assets
$58,671
Other revenue
$445

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$173,275
Other salaries and wages
$297,977
Salaries, compensation and benefits (total)
$544,813
Professional fundraising fees
$0
Accounting fees
$38,621
Occupancy
$58,577
Depreciation
$623
Program services (functional)
$525,998
Management and general (functional)
$219,351
Fundraising (functional)
$172,035

Balance sheet and other

Total assets, start of year
$3,820,292
Total assets, end of year
$4,768,864
Total liabilities, end of year
$677,679
Net assets, end of year
$4,091,185
Land, buildings and equipment
$173
Publicly traded securities
$4,099,157
Net assets without donor restrictions
$3,912,192
Net assets with donor restrictions
$178,993
Gross receipts
$1,784,710
Employees
9
Year formed
1991
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, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JOHN A CHARLES JRPRESIDENT AN
Officer
40$173,275$15,595
MANUEL CASTANEDADIRECTOR
Trustee or director
1$0$0
RUPPERT REINSTADLERSECRETARY
Trustee or director
1$0$0
WILLIAM UDYDIRECTOR
Trustee or director
1$0$0
PETER WENDELDIRECTOR
Trustee or director
1$0$0
PATRICK CUMMINGSTREASURER
Officer
1$0$0
GILION DUMASVICE CHAIR
Officer
1$0$0
WILLIAM B CONERLY PHDCHAIRMAN
Officer
1$0$0
990 for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensationOther / benefits
JOHN A CHARLES JRPRESIDENT AN
Officer
40$172,500$15,525
MANUEL CASTANEDADIRECTOR
Trustee or director
1$0$0
RUPPERT REINSTADLERSECRETARY
Trustee or director
1$0$0
WILLIAM UDYDIRECTOR
Trustee or director
1$0$0
PETER WENDELDIRECTOR
Trustee or director
1$0$0
PATRICK CUMMINGSTREASURER
Officer
1$0$0
GILION DUMASVICE CHAIR
Officer
1$0$0
WILLIAM B CONERLY PHDCHAIRMAN
Officer
1$0$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
JOHN A CHARLES JRPRESIDENT AN
Officer
40$161,875$12,950
MANUEL CASTANEDADIRECTOR
Trustee or director
1$0$0
PATRICK CUMMINGSDIRECTOR
Trustee or director
1$0$0
RUPPERT REINSTADLERSECRETARY
Trustee or director
1$0$0
PETER WENDELDIRECTOR
Trustee or director
1$0$0
GILION DUMASVICE CHAIR
Officer
1$0$0
WILLIAM B CONERLY PHDCHAIRMAN
Officer
1$0$0
WILLIAM UDYTREASURER PR
Officer
1$0$0

Address and contacts

Address (IRS master file)
4850 SW SCHOLLS FERRY RD STE 103, PORTLAND, OR 97225-1691
In care of
% WILLIAM UDY SEC-TREAS
Principal officer (990 for 2025)
JOHN A CHARLES JR, 4850 SW SCHOLLS FERRY ROAD STE 103, PORTLAND, OR 97225
Signed the 990
PATRICK CUMMINGS, TREASURER
Phone
(503) 242-0900
Return prepared by
VERITY ACCOUNTANCY PC

Mission

TO DEVELOP AND PROMOTE PUBLIC POLICY ALTERNATIVES THAT FOSTER INDIVIDUAL LIBERTY, PERSONAL RESPONSIBILITY AND ECONOMIC OPPORTUNITY.

990 for the year ended December 31, 2025

Program accomplishments

  • RESEARCH, WRITING, PUBLISHING, SPONSORING PUBLIC SPEAKERS, PROVIDING INTERNSHIPS TO COLLEGE STUDENTS, FACILITATION OF CHILDRENS SCHOLARSHIP FUND - PORTLAND. BENEFICIARIES ARE ALL OREGONIANS.
    Expenses $525,998

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
93-1045925
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
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Unknown (Z99Z)
Assets (IRS master file)
$4,768,864
Income (IRS master file)
$1,784,710

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,349,303$917,384$4,768,864XML
990December 2024$1,169,693$831,660$3,820,292XML
990December 2023$1,367,178$760,443$3,168,573XML
990December 2022$999,580$759,575$2,237,653IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 93-1045925).

Questions about CASCADE POLICY INSTITUTE

What is the EIN of CASCADE POLICY INSTITUTE?
The employer identification number (EIN) of CASCADE POLICY INSTITUTE is 93-1045925.
Is CASCADE POLICY INSTITUTE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to CASCADE POLICY INSTITUTE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CASCADE POLICY INSTITUTE 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 CASCADE POLICY INSTITUTE due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CASCADE POLICY INSTITUTE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of CASCADE POLICY INSTITUTE?
The 990 for the year ended December 31, 2025 names JOHN A CHARLES JR.
Who are the officers and directors of CASCADE POLICY INSTITUTE?
The 990 for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $173,275 (JOHN A CHARLES JR, PRESIDENT AN).
How much revenue does CASCADE POLICY INSTITUTE have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,349,303, expenses of $917,384 and total assets of $4,768,864 at year end.

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