BENSON FAMILY FOUNDATION

EIN: 203039538 501(c)(3) Philanthropy & Grantmaking

MILWAUKEE, OR

Total Revenue
$1,467,895
Total Expenses
$779,388
Total Assets
$13,791,332
Net Assets
$13,791,332
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
OR
Phone
5032754327
Tax Period
2023-01-01 to 2023-12-31

BENSON FAMILY FOUNDATION, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $689K, a strong 47% operating margin.

Mission

FINANCIAL SUPPORT FOR PACIFIC LUTHERAN UNIVERSITY AND ST LUKE LUTHERAN CHURCH

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $125,865
Program Service Revenue $0
Investment Income $1,261,102
Other Revenue $80,928
TOTAL REVENUE $1,467,895

Expense Breakdown

Grants Paid $720,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $720,000
Other Expenses $59,388
TOTAL EXPENSES $779,388

Year-over-Year Comparison

2023 2022 Change
Revenue $1,467,895 $1,186,032 +0.2%
Expenses $779,388 $716,717 +0.1%
Net Income $688,507 $469,315 +0.5%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
2
Independent Members
2
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DALE E BENSON PRESIDENT/ TREASURER N/A
Officer
$0 $0 $0
JOLITA D BENSON ASSISTANT TREASURER N/A
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $1,467,895 $779,388 $13,791,332 $688,507
2022 $1,186,032 $716,717 $13,099,854 $469,315
2021 $685,319 $720,604 $12,633,167 $-35,285
2020 $733,848 $716,809 $12,808,539 $17,039
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