The Oregon Community Foundation FY2020 filing

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The mission of The Oregon Community Foundation is to improve lives for all Oregonians through the power of philanthropy.

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
$1.7M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $49.8M a year · 17% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.7M
to officers and key staff · 0.7% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
10 mo
of spending, in cash
Plus $2.33B in investments, Pt X · Ln 11–13
Looks good: 10.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
7
named funders · $587K
Looks good: 7 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$65.4M
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 16 voting members
Looks good: 15 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$355.0M
Spent
$224.5M
To programs
93%
Net assets
$2.6B
By yearFY2020–FY2024
Revenue
$355.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$355.0M
FY2021$417.3M
FY2022$193.1M
FY2023$192.6M
FY2024$293.7M
Expenses
$224.5M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$224.5M
FY2021$329.2M
FY2022$181.1M
FY2023$244.1M
FY2024$223.5M
Net assets
$2.6B
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$2.6B
FY2021$3.0B
FY2022$2.7B
FY2023$2.9B
FY2024$3.2B

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1973.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $209.4M Management & general 6% · $13.0M Fundraising 1% · $2.1M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

24 people listed on the 990; $1.7M paid to officers and key staff.

Part VII, Section A · reportable compensation
CEO/Asst Secretary/Treasurer
$436,739Pt VII · Sec A
Chief Philanthropy Officer
$220,991Pt VII · Sec A
Chief Community Impact Officer
$217,680Pt VII · Sec A
Assistant Secretary/Cfoo
$193,994Pt VII · Sec A
Vice President of People and Culture
$173,581Pt VII · Sec A
Vice President of Communications
$157,800Pt VII · Sec A
SR. Complex Gifts Officer
$135,880Pt VII · Sec A
Assistant Secretary
$114,799Pt VII · Sec A

Lisa Mensah’s $594K as CEO/Asst Secretary/Treasurer is at the 67th percentile of top reported officer pay among 129 $100M+ philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lisa Mensah$594,315$792,631$266,133——
Max Williams—$216,047$484,604$433,786$436,739
Erica D Daley$391,623$339,869$324,932$288,983$193,994
Marcy Bradley$300,050$221,230$170,708——
Kirsten Kilchenstein$298,599$265,724$253,466$225,999$220,991
Stephanie Swanson$280,117$210,266$182,529$151,593$157,800
Sonia Worcel——$253,635$213,964$217,680
Andrea Chrystine Durbin—$247,516———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Oregon Community Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Administers charitable funds and distributes grants to support Oregon nonprofits, education, housing solutions, and community initiatives to improve lives across the state.

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Provided by the organization

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1 program · $209.4M · in their own filed words · FY2020
01

The foundation administers charitable funds and makes grants from those funds for charitable, educational, and scientific purposes, primarily in the State of Oregon. In 2020 OCF: -Made grants totaling $191 million to approximately 3,500 nonprofit organizations including grants that support Foundation initiatives that focus on…

$209.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
See all 7 funders →
Grants paid · 10,137 grants · $1.0B · 2020–2024
Unitemized GrantFY2024$10,100,629
Oregon Consumer JusticeOR · FY2024$7,978,664
University of Oregon FoundationOR · FY2024$5,046,750
Oregon Symphony AssociationOR · FY2024$2,041,501
Hospice of RedmondOR · FY2024$1,955,340
Portland Art MuseumOR · FY2024$1,916,178
Missoula International SchoolMT · FY2024$1,500,000
Food for Lane CountyOR · FY2024$1,417,143
Land Trust Alliance IncorporatedDC · FY2024$1,372,550
Wood River Land Trust CompanyID · FY2024$1,025,000
See all 10,137 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$355.0M
Ln 12
Gifts and grantsLn 1h$310.3M
Investment incomeLn 3$42.0M
Fees for servicesLn 2g$1.4M
Money outPt IX
$224.5M
Ln 25
Programscol B$209.4M
Managementcol C$13.0M
Fundraisingcol D$2.1M
Owns and owesPt X
$2.6B
net assets · Ln 32
Cash and savingsLn 1–2$187.1M
Total assetsLn 16$2.6B
LiabilitiesLn 26$65.4M
PeoplePt VI, VII
24
listed · VII A
PaidVII A8
Voting boardVI 1a16
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$310.3M
Government grantsLn 1e$172.0M
Noncash giftsLn 1g$43.4M
Fees for servicesLn 2g$1.4M
Investment incomeLn 3$42.0M
Other incomeLn 4–11$1.3M
Gains on assetsLn 7$27.0M
Total revenueLn 12$355.0M
Assets in detailPt X, end of year
CashLn 1$27.0M
SavingsLn 2$160.2M
Cash and savings togetherLn 1–2$187.1M
InvestmentsLn 11–13$2.33B
Land, buildings, equipmentLn 10c$6.9M
Other assetsLn 15$100.0M
Total assetsLn 16$2.6B
LiabilitiesLn 26$65.4M
Net assetsLn 32$2.6B
OperationsPt I, VI
EmployeesI 5116
VolunteersI 62,018
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$43.4M
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$2.50B$2.14B$1.76B$1.82B$1.56B
Given inLn 1b$299.2M$183.2M$69.7M$121.4M$59.9M
SpentLn 1d–1f$204.1M$127.0M$88.7M$104.2M$91.5M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$75.5M$187.1M
InvestmentsLn 11–13$2.07B$2.33B
Land, buildings, equipmentLn 10c$6.2M$6.9M
Total assetsLn 16$2.27B$2.63B
LiabilitiesLn 26$65.6M$65.4M
Net assetsLn 32$2.21B$2.57B
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$191.3M$191.3M
Grants to domestic individualsLn 2$7.9M$7.9M
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$904K$208K$528K$168K
Other salaries and wagesLn 7$7.4M$4.6M$1.8M$1.0M
Pension plan contributionsLn 8$673K$415K$164K$93K
Other employee benefitsLn 9$1.2M$723K$296K$168K
Payroll taxesLn 10$577K$339K$156K$81K
Legal feesLn 11b$85K$85K
Accounting feesLn 11c$80K$80K
Lobbying feesLn 11d$60K$60K
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$8.7M$8.7M
Other fees for servicesLn 11g$2.4M$2.1M$292K$4K
Advertising and promotionLn 12$858K$303K$264K$290K
Office expensesLn 13$290K$170K$79K$41K
Information technologyLn 14$515K$303K$140K$73K
OccupancyLn 16$722K$424K$196K$102K
TravelLn 17$50K$32K$6K$12K
Conferences, conventions and meetingsLn 19$78K$46K$21K$11K
InterestLn 20$12K$12K
Depreciation, depletion and amortizationLn 22$113K$67K$31K$16K
InsuranceLn 23$54K$54K
Other expenses (24a–d)Ln 24$429K$368K$53K$8K
All other expensesLn 24e$96K$40K$52K$4K
Total functional expensesLn 25$224.5M$209.4M$13.0M$2.1M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 14, 2025 $293.7M$223.5M$70.2M$3.2B 990 PDF
FY2023Filed with the IRS Nov 7, 2024 $192.6M$244.1M−$51.5M$2.9B 990 PDF
FY2022 $193.1M$181.1M$12.0M$2.7B 990 PDF
FY2021Filed with the IRS Nov 14, 2022 $417.3M$329.2M$88.0M$3.0B 990 PDF
FY2020 ViewingFiled with the IRS Nov 11, 2021 $355.0M$224.5M$130.5M$2.6B 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $355,016,955 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $203,858,879$310,329,701
I-9 Program service revenuePrior year $1,107,007$1,371,228
I-10 Investment incomePrior year $25,766,088$42,014,235
I-11 Other revenuePrior year $1,504,952$1,301,791
I-12 Total revenuePrior year $232,236,926$355,016,955
I-13 Grants and similar amounts paidPrior year $116,759,208$199,219,119
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $10,419,701$10,723,952
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $13,575,284$14,583,287
I-18 Total expensesPrior year $140,754,193$224,526,358
I-19 Revenue less expensesPrior year $91,482,733$130,490,597
Part VI · Governance 15 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $355,016,955 across 10 lines filed
VIII-1d Related organizations$2,417,191
VIII-1e Government grants$172,047,729
VIII-1f All other contributions, gifts and grants$135,864,781
VIII-1g Noncash contributions (included above)$43,406,926
VIII-1h Total contributions, gifts and grants$310,329,701
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,371,228$1,371,228
VIII-3 Investment incomeUnrelated business −$790,604 · Excluded from tax $15,767,022$14,976,418
VIII-7 Net gain or loss on sales of assetsExcluded from tax $27,037,817$27,037,817
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,301,791$1,301,791
VIII-12 Total revenueRelated to mission $2,673,019 · Unrelated business −$790,604 · Excluded from tax $42,804,839$355,016,955
Part IX · Statement of functional expenses $224,526,358 across 26 lines filed
IX-1 Grants to domestic organizationsPrograms $191,331,491$191,331,491
IX-2 Grants to domestic individualsPrograms $7,887,628$7,887,628
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $207,924 · Management $527,725 · Fundraising $167,955$903,604
IX-7 Other salaries and wagesPrograms $4,613,268 · Management $1,765,838 · Fundraising $1,005,367$7,384,473
IX-8 Pension plan contributionsPrograms $415,116 · Management $164,139 · Fundraising $93,261$672,516
IX-9 Other employee benefitsPrograms $723,030 · Management $295,946 · Fundraising $167,509$1,186,485
IX-10 Payroll taxesPrograms $339,077 · Management $156,480 · Fundraising $81,317$576,874
IX-11b Legal feesManagement $85,321$85,321
IX-11c Accounting feesManagement $80,307$80,307
IX-11d Lobbying feesPrograms $60,500$60,500
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesManagement $8,745,382$8,745,382
IX-11g Other fees for servicesPrograms $2,099,488 · Management $291,816 · Fundraising $3,834$2,395,138
IX-12 Advertising and promotionPrograms $303,114 · Management $264,207 · Fundraising $290,239$857,560
IX-13 Office expensesPrograms $170,401 · Management $78,638 · Fundraising $40,865$289,904
IX-14 Information technologyPrograms $302,701 · Management $139,692 · Fundraising $72,592$514,985
IX-16 OccupancyPrograms $424,343 · Management $195,828 · Fundraising $101,765$721,936
IX-17 TravelPrograms $32,213 · Management $5,773 · Fundraising $12,277$50,263
IX-19 Conferences, conventions and meetingsPrograms $45,769 · Management $21,122 · Fundraising $10,976$77,867
IX-20 InterestPrograms $12,041$12,041
IX-22 Depreciation, depletion and amortizationPrograms $66,533 · Management $30,704 · Fundraising $15,955$113,192
IX-23 InsuranceManagement $53,629$53,629
IX-24 Other expenses (24a–d)Programs $368,416 · Management $53,111 · Fundraising $7,759$429,286
IX-24e All other expensesPrograms $39,882 · Management $51,676 · Fundraising $4,418$95,976
IX-25 Total functional expensesPrograms $209,442,935 · Management $13,007,334 · Fundraising $2,076,089$224,526,358
Part X · Balance sheet $2,633,081,849 assets, 19 lines filed
Asset lines not itemized here account for $777,680; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $17,465,570$26,978,140
X-2 Savings and temporary cash investmentsStart of year $58,040,130$160,152,514
X-3 Pledges and grants receivableStart of year $15,072,270$9,502,052
X-4 Accounts receivableStart of year $301,344$722,720
X-9 Prepaid expenses and deferred chargesStart of year $299,818$311,907
X-10c Land, buildings and equipment, netStart of year $6,188,851$6,878,725
X-11 Publicly traded securitiesStart of year $819,123,040$824,570,523
X-12 Other securitiesStart of year $1,242,921,832$1,491,622,895
X-13 Program-related investmentsStart of year $12,299,470$11,586,364
X-15 Other assetsStart of year $101,337,692$99,978,329
X-16 Total assetsStart of year $2,274,086,320$2,633,081,849
X-17 Accounts payable and accrued expensesStart of year $1,467,945$1,383,211
X-18 Grants payableStart of year $7,737,223$9,662,400
X-25 Other liabilitiesStart of year $56,423,442$54,342,764
X-26 Total liabilitiesStart of year $65,628,610$65,388,375
X-27 Net assets without donor restrictionsStart of year $2,149,094,314$2,513,939,659
X-28 Net assets with donor restrictionsStart of year $59,363,396$53,753,815
X-32 Total net assets or fund balancesStart of year $2,208,457,710$2,567,693,474
X-33 Total liabilities and net assetsStart of year $2,274,086,320$2,633,081,849
Part XI · Reconciliation of net assets $2,567,693,474 net assets at year end
XI-1 Total revenue$355,016,955
XI-2 Total expenses$224,526,358
XI-3 Revenue less expenses$130,490,597
XI-4 Net assets at start of year$2,208,457,710
XI-5 Net unrealized gains (losses) on investments$232,774,146
XI-9 Other changes in net assets−$4,028,979
XI-10 Net assets at end of year$2,567,693,474

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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