Oregon Training Institute FY2020 filing

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To conserve energy and to help low income residents of Oregon meet their energy needs while assuring their health and safety through, but not limited to; information sharing, identification of Training needs as they arise and provide assistance to meeting those needs, preservation of decent, safe and sanitary low-income housing through weatherization, risk mitigation and home repair, and development and delivery of specific Training to public agencies and others providing weatherization, risk mitigation, home repair and home-based health and/or safety services to low-income residents of the state of Oregon.

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 93-0860786) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$62K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $56K a year · 14% of revenue · last 6 filings
A surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
85% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$62K
to officers and key staff · 27% of spending
Pay to officers and key staff is 27% of spending.
Part VII, Section A
3.7 mo
of spending, in cash
3.7 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$44K
52% of total assets
Liabilities are 52% of assets.
Pt X · Ln 26
Independent board members
5
of 6 voting members
5 of 6 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$202K
Spent
$228K
To programs
85%
Net assets
$41K
By yearFY2020–FY2025
Revenue
$202K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$202K
FY2021$157K
FY2022$146K
FY2023$428K
FY2024$557K
FY2025$948K
Expenses
$228K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$228K
FY2021$169K
FY2022$136K
FY2023$286K
FY2024$489K
FY2025$792K
Net assets
$41K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$41K
FY2021$29K
FY2022$39K
FY2023$247K
FY2024$315K
FY2025$471K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1985.

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

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $195K Management & general 15% · $34K

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

6 people listed on the 990; $62K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$61,694Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Drew Sizemore’s $89K as Executive Director is at the 80th percentile of top reported officer pay among 852 $100K–1M housing 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 · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Drew Sizemore$89,494$81,745$73,173$14,779——
Kenneth Centner———$41,311$61,694$61,694

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 Oregon Training Institute executive salaries →

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 15aNo
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Helps Oregon's low-income residents conserve energy and meet their needs safely.

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1 program · $195K · in their own filed words · FY2019
01

Provide weatherization & energy training for individuals's energy ceritification and recertificatitions.

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 93-0860786) · Dispute this line
$195Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$202K
Ln 12
Fees for servicesLn 2g$202K
Investment incomeLn 3$3
Money outPt IX
$228K
Ln 25
Programscol B$195K
Managementcol C$34K
Owns and owesPt X
$41K
net assets · Ln 32
Cash and savingsLn 1–2$71K
Total assetsLn 16$85K
LiabilitiesLn 26$44K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$202K
Investment incomeLn 3$3
Total revenueLn 12$202K
Assets in detailPt X, end of year
CashLn 1$71K
Cash and savings togetherLn 1–2$71K
Accounts receivableLn 4$12K
Prepaid expenses and deferred chargesLn 9$2K
Total assetsLn 16$85K
LiabilitiesLn 26$44K
Net assetsLn 32$41K
OperationsPt I, VI
EmployeesI 50
VolunteersI 67
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$64K$71K
InvestmentsLn 11–13$0$0
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$85K$85K
LiabilitiesLn 26$18K$44K
Net assetsLn 32$67K$41K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$62K$37K$25K$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$76K$76K$0$0
Pension plan contributionsLn 8$7K$7K$0$0
Other employee benefitsLn 9$9K$9K$48$0
Payroll taxesLn 10$11K$11K$0$0
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$0$0$0$0
Accounting feesLn 11c$17K$15K$2K$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$0$0$0$0
Advertising and promotionLn 12$50$0$50$0
Office expensesLn 13$4K$3K$1K$0
Information technologyLn 14$2K$1K$450$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$13K$10K$3K$0
TravelLn 17$9K$7K$1K$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$0$0$0$0
InterestLn 20$0$0$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$0$0$0$0
InsuranceLn 23$8K$8K$405$0
Other expenses (24a–d)Ln 24$12K$11K$773$0
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$228K$195K$34K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 11, 2026 $948K$792K$156K$471K 990 PDF
FY2024Filed with the IRS May 13, 2025 $557K$489K$67K$315K 990 PDF
FY2023Filed with the IRS May 13, 2024 $428K$286K$142K$247K 990 PDF
FY2022Filed with the IRS May 15, 2023 $146K$136K$11K$39K 990 PDF
FY2021Filed with the IRS May 16, 2022 $157K$169K−$12K$29K 990 PDF
FY2020 ViewingFiled with the IRS May 16, 2021 $202K$228K−$27K$41K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2020 990
Part I · Summary $201,741 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $278,261$201,738
I-10 Investment incomePrior year $5$3
I-11 Other revenuePrior year $400$0
I-12 Total revenuePrior year $278,666$201,741
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $157,559$164,082
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $114,717$64,307
I-18 Total expensesPrior year $272,276$228,389
I-19 Revenue less expensesPrior year $6,390−$26,648
Part VI · Governance 5 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members5
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $201,741 across 14 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $201,738 · Unrelated business $0 · Excluded from tax $0$201,738
VIII-3 Investment incomeRelated to mission $3 · Unrelated business $0 · Excluded from tax $0$3
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $201,741 · Unrelated business $0 · Excluded from tax $0$201,741
Part IX · Statement of functional expenses $228,389 across 27 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $37,016 · Management $24,678 · Fundraising $0$61,694
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $75,670 · Management $0 · Fundraising $0$75,670
IX-8 Pension plan contributionsPrograms $6,828 · Management $0 · Fundraising $0$6,828
IX-9 Other employee benefitsPrograms $8,766 · Management $48 · Fundraising $0$8,814
IX-10 Payroll taxesPrograms $11,076 · Management $0 · Fundraising $0$11,076
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11c Accounting feesPrograms $14,586 · Management $2,200 · Fundraising $0$16,786
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-12 Advertising and promotionPrograms $0 · Management $50 · Fundraising $0$50
IX-13 Office expensesPrograms $2,750 · Management $1,231 · Fundraising $0$3,981
IX-14 Information technologyPrograms $1,358 · Management $450 · Fundraising $0$1,808
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $10,167 · Management $2,613 · Fundraising $0$12,780
IX-17 TravelPrograms $7,200 · Management $1,427 · Fundraising $0$8,627
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $0 · Fundraising $0$0
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-23 InsurancePrograms $7,715 · Management $405 · Fundraising $0$8,120
IX-24 Other expenses (24a–d)Programs $11,382 · Management $773 · Fundraising $0$12,155
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $194,514 · Management $33,875 · Fundraising $0$228,389
Part X · Balance sheet $85,161 assets, 30 lines filed
X-1 Cash, non-interest-bearingStart of year $63,966$71,114
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $18,906$12,026
X-5 Loans to officers and key peopleStart of year $0$0
X-6 Loans to other insidersStart of year $0$0
X-7 Notes and loans receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $2,248$2,021
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $85,120$85,161
X-17 Accounts payable and accrued expensesStart of year $17,722$12,356
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-21 Escrow or custodial accountsStart of year $0$0
X-22 Loans from officers and insidersStart of year $0$27,789
X-23 Secured mortgages and notes payableStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$4,266
X-26 Total liabilitiesStart of year $17,722$44,411
X-27 Net assets without donor restrictionsStart of year $67,398$40,750
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $67,398$40,750
X-33 Total liabilities and net assetsStart of year $85,120$85,161
Part XI · Reconciliation of net assets $40,750 net assets at year end
XI-1 Total revenue$201,741
XI-2 Total expenses$228,389
XI-3 Revenue less expenses−$26,648
XI-4 Net assets at start of year$67,398
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$40,750

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

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