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Pendleton Foundation Trust EIN 93-6017100

Pendleton Foundation Trust

EIN  93-6017100 Supporting organization Pendleton, OR Founded 1928
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Size
$100K–1M
What they do
Invests donations to promote the well-being of Pendleton, Oregon citizens.
Leadership
Tiffany Hegarty · Executive Dir. · $58K
Money in and out
$941K revenue, $383K expenses
Bottom line
+59% net inflow

Invests donations to promote the well-being of Pendleton, Oregon citizens. For fiscal year 2025 it reported $941K in revenue, $383K in expenses, and $8.9M in net assets.Pt I

Money in and out · FY2025
Total revenue
$941K
Pt VIII · Ln 12
Total expenses
$383K
Pt IX · Ln 25
Net assets
$8.9M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $559K
Where spending went · Part IX cols B–D
Program services $0.59 Management & general $0.36 Fundraising $0.05
Net inflow
+59%
revenue over expenses, this year▲ +40% vs prior filing year
Pass-through gifts
39%
of revenue from contributions▲ +92% vs prior filing year
Program spending
59%
of expenses reach stated programs▲ +8% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$941K
FY2025▲ +53%
Expenses
$383K
FY2025▲ +8%
Total assets
$8.9M
FY2025▲ +14%
Total liabilities
$60
FY2025▼ -91%
Total revenue
$941K
Pt VIII · Ln 12
Total expenses
$383K
Pt IX · Ln 25
Net assets
$8.9M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$559K
Total assetsPt X · Ln 16$8.9M
Program-expense ratioPt IX · col B59%
Voting members of governing bodyPt I · Ln 37
Independent voting membersPt I · Ln 47
Mission & Programs · Part III

Where the work happens

2 program services account for $227K of program spending, described in the organization's own filed words · FY2025.
01

Grants are given entirely to the City of Pendleton, Oregon.

$193Kprogram expense
02

The Foundation directly awarded 16 scholarships on behalf of the City of Pendleton during the year to local area students attending post-secondary education.

$35Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CPendleton Foundation Trust
EINHdr · item D93-6017100
Principal addressHdr · item CPendleton, OR
WebsiteHdr · item Jwww.pendletonfoundationtrust.com
Year of formationHdr · item L1928
State of legal domicileHdr · item MOR
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T11)
Ruling yearIRS BMFMar 1974

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a7
Independent voting membersPt VI · Ln 1b7
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Tiffany Hegarty
Executive Dir.
$57,942Pt VII · Sec A
Kevin Hale
Board Member
$0Pt VII · Sec A
Corey Neistadt
Board Member
$0Pt VII · Sec A
Marie Hall
Chairman
$0Pt VII · Sec A
Lonnie Read
Board Member
$0Pt VII · Sec A
Brooke Armstrong
Board Member
$0Pt VII · Sec A
Pat Walters
Board Member
$0Pt VII · Sec A
David Blanc
Board Member
$0Pt VII · Sec A

Tiffany Hegarty’s $58K as Executive Dir. is at the 54th percentile of top reported officer pay among 1264 $100K–1M 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 · 1 named individual · Part VII

NameFY2025FY2024
Tiffany Hegarty$57,942$49,833

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.

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Statement of Revenue

Part VIII
Investment income$546K · 58%
Contributions & grants$370K · 39%
Other revenue$26K · 3%
Investment income58%$546K
Contributions & grants39%$370K
Other revenue3%$26K
Total revenueLn 12$941K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.59 Management & general $0.36 Fundraising $0.05
Program services59%$227K
Management & general36%$138K
Fundraising5%$17K
Total functional expensesLn 25$383K

Balance Sheet

Part X · end of year
CashLn 1$348K
Total assetsLn 16$8.9M
Total liabilitiesLn 26$60
Total net assetsLn 32$8.9M
Months of cash on handcomputed10.9

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $7.4M · Operating expenses (Pt IX) $383K · Less non-cash grants $145K · Cash operating expenses/yr $237K
374.1 months
Where the money goes
Program services
Program services $227K · Total expenses $383K
59%
Management & General
Management & general $138K · Total expenses $383K
36%
Fundraising
Fundraising $17K · Total expenses $383K
5%
Cost to raise $1
Fundraising expense (3-yr avg) $6K · Solicited contributions (3-yr avg) $206K
$0.03 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $370K · Total revenue $941K
39%
Government reliance
Government grants — · Total revenue $941K
—
Earned-income share
Program service revenue $0 · Total revenue $941K
0%
Investment reliance
Investment income $546K · Total revenue $941K
+58%
Program self-sufficiency
Program service revenue $0 · Total expenses $383K
0%
Growth & trend
Revenue growth (YoY)
This year $941K · Prior year $615K
+53%
Revenue CAGR
FY2020 $312K · FY2025 $941K
+25%
Net-asset trend (YoY)
End of year $8.9M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $941K · Expenses $383K
+59%
Liabilities-to-Assets
Total liabilities — · Total assets $8.9M
—
Net-asset ratio
Net assets $8.9M · Total assets $8.9M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $7.1M · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $8.9M
79%
People & payroll
Highest Reported Total Compensation
Individual Tiffany Hegarty · Reported title Executive Dir. · Highest reported compensation $58K · Total expenses $383K
15%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $64K · Total expenses $383K
17%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 59%——
Overhead ratio 36%——
Fundraising cost ratio 5%——
Revenue growth 53%——

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.

Grants

Schedule I · received and paid
Grants received · FY2024
The Oregon Community FoundationFY2024$51K
The Ford Family FoundationFY2024$6K
Total grants receivedfrom 2 funders$57K
Grants paid · 12 grants · $1.1M · 2020–2025
City of PendletonFY2025$172,144
Unitemized GrantFY2025$34,960
City of PendletonFY2024$141,500
Unitemized GrantFY2024$47,213
City of PendletonFY2023$164,081
Unitemized GrantFY2023$38,955
City of PendletonFY2022$128,375
Unitemized GrantFY2022$25,426
City of PendletonFY2021$103,664
Unitemized GrantFY2021$29,200
City of PendletonFY2020$193,682
Unitemized GrantFY2020$43,320

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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)$941K revenue · viewing · ⤓ 990 PDF
FY2024$615K revenue · ⤓ 990 PDF
FY2023$326K revenue · ⤓ 990 PDF
FY2022$260K revenue · ⤓ 990 PDF
FY2021$577K revenue · ⤓ 990 PDF
FY2020$312K 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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