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Northwest Foundation EIN 46-3224756 Form 990 (PDF) Claim this org

Northwest Foundation

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A private foundation based in Bend, OR. It reported about $564K in revenue for 2025. For fiscal year 2025 it reported $564K in revenue, $1.2M in expenses, and $17.4M in net assets.Pt I

Type
Private foundation / grantmaker · Mental Health
Location
Bend, OR
Website
nwssfoundation.com
Filings
6 on file (2020–2025)
Revenue
$564KFY2025
Expenses
$1.2M
Net assets
$17.4M
People
3
Filings
6
Updates
0
More identity details & actions ⌄
EIN  46-3224756 Private foundation / grantmaker Bend, OR
Form 990 (PDF)
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Size
$100K–1M
What they do
A private foundation based in Bend, OR. It reported about $564K in revenue for 2025.
Leadership
Tara Mortenson · President
Money in and out
$564K revenue, $1.2M expenses
Bottom line
—
Grants paid & assets · FY2025
Total revenue
$564K
Pt VIII · Ln 12
Total expenses
$1.2M
Pt IX · Ln 25
Net assets
$17.4M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$598K
Total assets
17.4M
deployed as grants and operations
Grants paid
1.0M
in FY2025
Grants made
43grants
total in period
Payout rate
6%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 43 grants · $1.0M · 2025–2025
Kids CenterFY2025$142,500
Ed Klein EvangelisticFY2025$70,000
Intimacy IcuNM · FY2025$60,000
As Is ChurchOR · FY2025$60,000
St Jude INCTX · FY2025$50,000
Portland Youth BuilderFY2025$50,000
Ohsu Foundation DoembecherFY2025$50,000
Friends of the Children CoFY2025$50,000
Boys and Girls Club of BendFY2025$50,000
Youth Villages INCTN · FY2025$30,000
J Bar JFY2025$30,000
Accion InternationalDC · FY2025$30,000
Dougy Center INCOR · FY2025$25,000
The Arc PdxFY2025$25,000
Project Lemonade INCOR · FY2025$25,000
Casa of Central OregonOR · FY2025$25,000
Care for ChildrenFY2025$25,000
U of O FoundationFY2025$20,000
See all 43 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV18
Average grantPart XV$24K
Median grantPart XV$15K
Largest grantPart XV$142K
Top cause focusNTEEHuman Services (7%)

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$564K
FY2025▼ -82%
Expenses
$1.2M
FY2025▲ +86%
Total assets
$17.4M
FY2025▼ -3%
Total liabilities
$0
FY2025
Total revenue
$564K
Pt VIII · Ln 12
Total expenses
$1.2M
Pt IX · Ln 25
Net assets
$17.4M
Pt X · Ln 32
Total assetsPt II$17.4M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CNorthwest Foundation
EINHdr · item D46-3224756
Principal addressHdr · item CBend, OR
WebsiteHdr · item Jnwssfoundation.com
State of legal domicileHdr · item MOR
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFMental Health (F20)
Ruling yearIRS BMFAug 2014

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Northwest Foundation executive salaries →

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Statement of Revenue

Part VIII
Investment income100%$564K
Total revenueLn 12$564K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.90 Operating & administrative $0.10
Grants & contributions paid90%$1.0M
Operating & administrative10%$112K
Total functional expensesLn 25$1.2M

Balance Sheet

Part X · end of year
CashLn 1$672K
Total assetsLn 16$17.4M
Total liabilitiesLn 26$0
Total net assetsLn 32$17.4M
Months of cash on handcomputed6.9

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $17.4M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $564K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $564K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $564K · Prior year $3.1M
-82%
Revenue CAGR
FY2020 $600K · FY2025 $564K
-1%
Net-asset trend (YoY)
End of year $17.4M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $564K · Expenses $1.2M
-106%
Liabilities-to-Assets
Total liabilities — · Total assets $17.4M
—
Net-asset ratio
Net assets $17.4M · Total assets $17.4M
100%
People & payroll
Highest Reported Total Compensation
Individual Tara Mortenson · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $1.2M
0%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth -82%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$564K revenue · viewing · ⤓ 990 PDF
FY2024$3.1M revenue · ⤓ 990 PDF
FY2023$3.7M revenue · ⤓ 990 PDF
FY2022$7.4M revenue · ⤓ 990 PDF
FY2021$4.8M revenue · ⤓ 990 PDF
FY2020$600K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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