philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in
Pendleton Foundation Trust EIN 93-6017100

Pendleton Foundation Trust FY2020 filing

EIN  93-6017100 Supporting organization Pendleton, OR Founded 1928
Form 990 (PDF)
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →
Compare with another nonprofit →
Is this your organization?
Claim this profile to manage it and share your story.
Claim
Provided by the organization

This section is blank until Pendleton Foundation Trust claims this page.

Know this organization? Claim it to add your story

Size
$100K–1M
What they do
Invests donations to promote the well-being of Pendleton, Oregon citizens.
Leadership
Kevin Hale · Board Member
Money in and out
$312K revenue, $319K expenses
Bottom line
-2% net inflow

Invests donations to promote the well-being of Pendleton, Oregon citizens. For fiscal year 2020 it reported $312K in revenue, $319K in expenses, and $6.9M in net assets.Pt I

Money in and out · FY2020
Total revenue
$312K
Pt VIII · Ln 12
Total expenses
$319K
Pt IX · Ln 25
Net assets
$6.9M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$7K
Where spending went · Part IX cols B–D
Program services $0.74 Management & general $0.26
Net inflow
-2%
revenue over expenses, this year
Pass-through gifts
16%
of revenue from contributions
Program spending
74%
of expenses reach stated programs

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Revenue
$312K
FY2020
Expenses
$319K
FY2020
Total assets
$6.9M
FY2020
Total liabilities
$0
FY2020
Total revenue
$312K
Pt VIII · Ln 12
Total expenses
$319K
Pt IX · Ln 25
Net assets
$6.9M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$7K
Total assetsPt X · Ln 16$6.9M
Program-expense ratioPt IX · col B74%
Voting members of governing bodyPt I · Ln 38
Independent voting membersPt I · Ln 48
Mission & Programs · Part III

Where the work happens

2 program services account for $237K of program spending, described in the organization's own filed words · FY2020.
01

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

$194Kprogram expense
02

The Foundation directly awarded 10 scholarships on behalf of the City of Pendleton during the year to local area students attending post-secondary education.

$43Kprogram expense

Run this program? Claim this org to tell your story

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 1a8
Independent voting membersPt VI · Ln 1b8
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
Kevin Hale
Board Member
$0Pt VII · Sec A
Marie Hall
Board Member
$0Pt VII · Sec A
Lonnie Read
Board Member
$0Pt VII · Sec A
Jerrod Spriet
Board Member
$0Pt VII · Sec A
Patricia Terjerson
Board Member
$0Pt VII · Sec A
David Blanc
Chairperson
$0Pt VII · Sec A
Donna Biggerstaff
Board Member
$0Pt VII · Sec A
Jerri Bealer
Secretary
$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.

See Pendleton Foundation Trust executive salaries →

Are you one of these people? Claim this org to confirm your role

Statement of Revenue

Part VIII
Investment income$243K · 78%
Contributions & grants$50K · 16%
Other revenue$19K · 6%
Investment income78%$243K
Contributions & grants16%$50K
Other revenue6%$19K
Total revenueLn 12$312K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.74 Management & general $0.26
Program services74%$237K
Management & general26%$82K
Total functional expensesLn 25$319K

Balance Sheet

Part X · end of year
CashLn 1$166K
Total assetsLn 16$6.9M
Total liabilitiesLn 26$0
Total net assetsLn 32$6.9M
Months of cash on handcomputed6.2

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $5.7M · Operating expenses/yr $319K
214.0 months
Where the money goes
Program services
Program services $237K · Total expenses $319K
74%
Management & General
Management & general $82K · Total expenses $319K
26%
Fundraising
Fundraising $0 · Total expenses $319K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $50K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $50K · Total revenue $312K
16%
Government reliance
Government grants — · Total revenue $312K
—
Earned-income share
Program service revenue $0 · Total revenue $312K
0%
Investment reliance
Investment income $243K · Total revenue $312K
+78%
Program self-sufficiency
Program service revenue $0 · Total expenses $319K
0%
Growth & trend
Revenue growth (YoY)
This year $312K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $6.9M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $312K · Expenses $319K
-2%
Liabilities-to-Assets
Total liabilities — · Total assets $6.9M
—
Net-asset ratio
Net assets $6.9M · Total assets $6.9M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $5.5M · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $6.9M
80%
People & payroll
Highest Reported Total Compensation
Individual Kevin Hale · Reported title Board Member · Highest reported compensation $0 · Total expenses $319K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $319K
0%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 74%——
Overhead ratio 26%——
Fundraising cost ratio 0%——
Investment management fee ratio 0.8%——
Legal fee ratio 0%——
Accounting fee ratio 0.9%——
Fundraising fee ratio 0%——

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

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

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 · ⤓ 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 · viewing · ⤓ 990 PDF

Want to add your own materials alongside these filings? Claim this org

Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the peer-cohort and compensation comparisons above.