OREGON ENERGY FUND

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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

1989

Legal Domicile

Principal Officer

VICTORIA BRYSON

Phone

9713862124

Tax Period

2023-07-01 to 2024-06-30

OREGON ENERGY FUND, founded in 1989, is a community nonprofit in the Housing & Shelter sector that reported $3.0M in total revenue in fiscal year 2023. Expenses of $2.8M left a modest 6% surplus.

Mission

TO ASSIST NEIGHBORS IN FINANCIAL CRISIS WITH THEIR ENERGY BILLS TO SUPPORT HOUSEHOLD STABILITY.

Program Service Accomplishments

Program 1

Expenses: $1,461,015

OREGON ENERGY FUND (THE ORGANIZATION) PARTNERED WITH LOCAL COMMUNITY AND SOCIAL SERVICE ORGANIZATIONS TO DELIVER ENERGY ASSISTANCE TO QUALIFYING HOUSEHOLDS. THE ORGANIZATION RAISES MONEY TO MAKE...

OREGON ENERGY FUND (THE ORGANIZATION) PARTNERED WITH LOCAL COMMUNITY AND SOCIAL SERVICE ORGANIZATIONS TO DELIVER ENERGY ASSISTANCE TO QUALIFYING HOUSEHOLDS. THE ORGANIZATION RAISES MONEY TO MAKE PAYMENTS DIRECTLY TO UTILITIES OR VENDORS ON BEHALF OF LOW-INCOME CUSTOMERS. THE ORGANIZATION ASSISTED APPROXIMATELY 2,155 HOUSEHOLDS; 4,941 INDIVIDUALS, WHICH INCLUDES 1,585 CHILDREN, 2,527 ADULTS AND 829 SENIORS. OF THESE INDIVIDUALS, 708 WERE DISABLED.THE ORGANIZATION'S FUNDS WILL BE SPENT IN ACCORDANCE WITH THEIR FISCAL POLICY DETAILED IN SCHEDULE O. OREGON ENERGY FUND'S CURRENT POLICY IS TO COLLECT FUNDS IN ONE FISCAL YEAR AND RELEASE THEM FOR USE IN THE NEXT FISCAL YEAR, CALLED "SECOND YEAR FUNDING." THE POLICY HAS BEEN LARGELY APPLIED TO SPENDING OF RESTRICTED FUNDS DEDICATED TO ENERGY ASSISTANCE.THE RESULTS OF THE CURRENT YEAR ACTIVITY CAN BE FOUND ON THE FORM 990, LINE 19. IT MAY APPEAR THAT THE ORGANIZATION IS SPENDING MORE THAN IT RAISES, BUT IN FACT ALL PROGRAM EXPENSES FROM LINE 13 ARE USING FUNDS RAISED IN PRIOR YEARS.

Program 2

Expenses: $1,097,819

PARTNERED WITH NW NATURAL FOR AN ENERGY RETRO-FIT PROJECT INVOLVING UPGRADES TO HVAC, BUILDING MANAGEMENT SYSTEM, AND ROOFING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,934,692

Program Service Revenue $0

Investment Income $41,991

Other Revenue $22,424

TOTAL REVENUE $2,999,107

Expense Breakdown

Grants Paid $742,117

Salaries & Benefits $618,493

Fundraising Expenses $96,228

Program Expenses $2,558,834

Other Expenses $1,446,896

TOTAL EXPENSES $2,807,506

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,999,107	$2,790,254	+0.1%
Expenses	$2,807,506	$1,956,417	+0.4%
Net Income	$191,601	$833,837	-0.8%

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

Volunteers

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

$198,290

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TORI BRYSON	PRESIDENT	0.50	Officer Director	$0	$0	$0
SARAH SIMMONS	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
ANNE WAHR	SECRETARY	0.50	Officer Director	$0	$0	$0
KATHERINE ESTRADA	TREASURER (1/31/24 - CURRENT)	0.50	Officer Director	$0	$0	$0
SAUL CHAVEZ-HERNANDEZ	DIRECTOR (1/31/24 - CURRENT)	0.30	Director	$0	$0	$0
MARISA DECRISTOFORO	DIRECTOR	0.30	Director	$0	$0	$0
DAVID DI MATTEO	DIRECTOR	0.30	Director	$0	$0	$0
BOB GRAVELY	DIRECTOR	0.30	Director	$0	$0	$0
PAUL KOEHLER	DIRECTOR	0.30	Director	$0	$0	$0
BILLI KOHLER	DIRECTOR	0.30	Director	$0	$0	$0
ELOISA MARISCAL	DIRECTOR	0.30	Director	$0	$0	$0
DARCY NOXON	DIRECTOR	0.30	Director	$0	$0	$0
CHUKWEMEKA EMEKA ONYIA	DIRECTOR (12/1/23 - 4/22/24)	0.30	Director	$0	$0	$0
TYLER RICHARDSON	DIRECTOR (12/1/23 - 2/1/24)	0.30	Director	$0	$0	$0
MIGUEL SANTOS	TREASURER (12/1/23 - 7/26/23)	0.30	Director	$0	$0	$0
JORDAN SCHOONOVER	DIRECTOR	0.30	Director	$0	$0	$0
CHARITY SPIRES	DIRECTOR	0.30	Director	$0	$0	$0
ADAM LOWNEY	IMMEDIATE PAST PRESIDENT	0.50	Director	$0	$0	$0
JESSE B ALLBRITTON	EXECUTIVE DIRECTOR	40.00	Officer	$186,585	$11,705	$198,290
MARIETTA DONEY	DEPUTY DIRECTOR	40.00	Highest	$119,731	$17,069	$136,800

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
2025	No data	No data	No data	No data
2024	$2,999,107	$2,807,506	$4,269,435	$191,601
2023	$2,790,254	$1,956,417	$3,958,371	$833,837
2022	$1,655,425	$1,271,926	$2,927,868	$383,499
2021	$1,621,705	$1,352,300	$2,746,678	$269,405
2020	$1,471,352	$1,145,373	$2,269,827	$325,979
2019	$1,406,034	$1,113,693	$1,856,743	$292,341
2018	$1,111,209	$1,169,023	$1,529,693	$-57,814