THE OREGON COMMUNITY FOUNDATION

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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

1973

Legal Domicile

Phone

5032276846

Tax Period

2024-01-01 to 2024-12-31

THE OREGON COMMUNITY FOUNDATION, founded in 1973, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $293.7M in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70.2M, a strong 24% operating margin.

Mission

The mission of The Oregon Community Foundation is to improve lives of all Oregonians through the power of philanthropy.

Program Service Accomplishments

Program 1

Expenses: $201,025,180 Revenue: $3,383,365

The foundation administers charitable funds and makes grants from those funds for charitable, educational, and scientific purposes, primarily in the State of Oregon. In 2024 OCF: -Made grants...

The foundation administers charitable funds and makes grants from those funds for charitable, educational, and scientific purposes, primarily in the State of Oregon. In 2024 OCF: -Made grants totaling $174.0 million to approximately 3500 nonprofit organizations including grants that support Foundation initiatives that focus on strengthening leaders and organizations in the Latino community, promoting youth philanthropy, advancing housing solutions, and connecting Oregonians with learning opportunities from early childhood through higher education. -Assisted approximately 2,164 students with scholarship awards totaling $10.1 million -Administered over 3,636 existing charitable funds; established 117 new funds -Provided educational opportunities for donors, professional advisors, and not-for-profit organizations to learn about philanthropy, grantmaking, endowment building, community issues, and related topics

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $244,809,579

Program Service Revenue $2,491,801

Investment Income $45,459,005

Other Revenue $891,564

TOTAL REVENUE $293,651,949

Expense Breakdown

Grants Paid $184,746,710

Salaries & Benefits $17,013,472

Fundraising Expenses $3,551,595

Program Expenses $201,025,180

Other Expenses $21,699,997

TOTAL EXPENSES $223,460,179

Year-over-Year Comparison

	2024	2023	Change
Revenue	$293,651,949	$192,606,151	+0.5%
Expenses	$223,460,179	$244,125,223	-0.1%
Net Income	$70,191,770	$-51,519,072	-2.4%

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

Governance

Voting Members

Independent Members

Employees

137

Volunteers

2015

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

$1,396,529

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bill Berg	Treasurer	1.0	Officer Director	$0	$0	$0
Kimberly Cooper	Chair - (END 05/2024)	1.0	Officer Director	$0	$0	$0
Lane Shetterly	Board Chair	1.0	Officer Director	$0	$0	$0
Patrick Criteser	Director - (END 05/2024)	1.0	Officer Director	$0	$0	$0
Peter Bragdon	Vice-Chair	1.0	Officer Director	$0	$0	$0
Su Embree	at-Large	1.0	Officer Director	$0	$0	$0
Vanessa Wilkens	Secretary	1.0	Officer Director	$0	$0	$0
Al Barkouli	Director	1.0	Director	$0	$0	$0
Caddy McKeown	Director	1.0	Director	$0	$0	$0
Dee Anne Everson	Director	1.0	Director	$0	$0	$0
Dr Ernesto Fonesca	Director (BEG 05/2024)	1.0	Director	$0	$0	$0
Julie Manning	Director	1.0	Director	$0	$0	$0
Karis Stoudamire-Phillips	Director (BEG 05/2024)	1.0	Director	$0	$0	$0
Monica Enand	Director	1.0	Director	$0	$0	$0
Pat Reiten	Director	1.0	Director	$0	$0	$0
Peter Nickerson	Director	1.0	Director	$0	$0	$0
Roberta Bobbie Conner	Director	1.0	Director	$0	$0	$0
Erica D Daley	Assistant Secretary/CFO	40.0	Officer	$391,623	$85,232	$476,855
Lisa Mensah	CEO/Asst Secretary/Treasurer	40.0	Officer	$594,315	$96,450	$690,765
Ray Klinke	Assistant Secretary	40.0	Officer	$169,612	$59,297	$228,909
Kathleen Grimm	Director of Human Resources	40.0	Highest	$186,556	$44,998	$231,554
Kirsten Kilchenstein	Chief Philanthropy Officer	40.0	Highest	$298,599	$40,151	$338,750
Marcy Bradley	Vice President of Equity and Culture	40.0	Highest	$300,050	$50,263	$350,313
Nancy Bales	Executive Director - Gray Family Foundation	0.0	Highest	$193,953	$54,028	$247,981
Stephanie Swanson	Vice President of Communications	40.0	Highest	$280,117	$60,116	$340,233

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	$293,651,949	$223,460,179	$3,317,661,859	$70,191,770
2023	$192,606,151	$244,125,223	$2,978,953,625	$-51,519,072
2022	$193,115,084	$181,091,323	$2,775,562,328	$12,023,761
2021	$417,266,834	$329,243,095	$3,083,541,362	$88,023,739
2020	$355,016,955	$224,526,358	$2,633,081,849	$130,490,597
2019	$232,236,926	$140,754,193	$2,274,086,320	$91,482,733
2018	$129,993,102	$125,941,493	$1,870,262,580	$4,051,609