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Nonprofiteer
← OREGON COMMUNITY FOUNDATION

Form 990 for tax year 2024

Filed by OREGON COMMUNITY FOUNDATION.

Totals

Total revenue
$293,651,949
Total expenses
$223,460,179
Contributions and grants received
$244,809,579
Grants paid
$184,746,710
Program services expenses (Part IX)
$201,025,180
Management and general expenses
$18,883,404
Fundraising expenses
$3,551,595
Program service expenses (Part III)
$201,025,180

Program services were 90.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Bill Berg

    Treasurer

    Total calculated
    $0
    Hours/week
    1
  • Kimberly Cooper

    Chair - (END 05/2024)

    Total calculated
    $0
    Hours/week
    1
  • Lane Shetterly

    Board Chair

    Total calculated
    $0
    Hours/week
    1
  • Patrick Criteser

    Director - (END 05/2024)

    Total calculated
    $0
    Hours/week
    1
  • Peter Bragdon

    Vice-Chair

    Total calculated
    $0
    Hours/week
    1
  • Su Embree

    at-Large

    Total calculated
    $0
    Hours/week
    1
  • Vanessa Wilkens

    Secretary

    Total calculated
    $0
    Hours/week
    1
  • Al Barkouli

    Director

    Total calculated
    $0
    Hours/week
    1
  • Caddy McKeown

    Director

    Total calculated
    $0
    Hours/week
    1
  • Dee Anne Everson

    Director

    Total calculated
    $0
    Hours/week
    1
  • Dr Ernesto Fonesca

    Director (BEG 05/2024)

    Total calculated
    $0
    Hours/week
    1
  • Julie Manning

    Director

    Total calculated
    $0
    Hours/week
    1
  • Karis Stoudamire-Phillips

    Director (BEG 05/2024)

    Total calculated
    $0
    Hours/week
    1
  • Monica Enand

    Director

    Total calculated
    $0
    Hours/week
    1
  • Pat Reiten

    Director

    Total calculated
    $0
    Hours/week
    1
  • Peter Nickerson

    Director

    Total calculated
    $0
    Hours/week
    1
  • Roberta Bobbie Conner

    Director

    Total calculated
    $0
    Hours/week
    1
  • Erica D Daley

    Assistant Secretary/CFO

    Total calculated
    $476,855
    From this org
    $391,623
    From related orgs
    $0
    Other
    $85,232
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $388,851
    Bonus
    $0
    Other
    $2,772
    Deferred
    $40,443
    Nontaxable benefits
    $44,789
    Filer's total
    $476,855
  • Lisa Mensah

    CEO/Asst Secretary/Treasurer

    Total calculated
    $690,765
    From this org
    $594,315
    From related orgs
    $0
    Other
    $96,450
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $591,543
    Bonus
    $0
    Other
    $2,772
    Deferred
    $60,481
    Nontaxable benefits
    $35,969
    Filer's total
    $690,765
  • Ray Klinke

    Assistant Secretary

    Total calculated
    $228,909
    From this org
    $169,612
    From related orgs
    $0
    Other
    $59,297
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $168,040
    Bonus
    $0
    Other
    $1,572
    Deferred
    $17,886
    Nontaxable benefits
    $41,411
    Filer's total
    $228,909
  • Kathleen Grimm

    Director of Human Resources

    Total calculated
    $231,554
    From this org
    $186,556
    From related orgs
    $0
    Other
    $44,998
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,636
    Bonus
    $0
    Other
    $4,920
    Deferred
    $18,766
    Nontaxable benefits
    $26,232
    Filer's total
    $231,554
  • Kirsten Kilchenstein

    Chief Philanthropy Officer

    Total calculated
    $338,750
    From this org
    $298,599
    From related orgs
    $0
    Other
    $40,151
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $297,627
    Bonus
    $0
    Other
    $972
    Deferred
    $30,474
    Nontaxable benefits
    $9,677
    Filer's total
    $338,750
  • Marcy Bradley

    Vice President of Equity and Culture

    Total calculated
    $350,313
    From this org
    $300,050
    From related orgs
    $0
    Other
    $50,263
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,278
    Bonus
    $0
    Other
    $2,772
    Deferred
    $30,458
    Nontaxable benefits
    $19,805
    Filer's total
    $350,313
  • Nancy Bales

    Executive Director - Gray Family Foundation

    Total calculated
    $247,981
    From this org
    $193,953
    From related orgs
    $0
    Other
    $54,028
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $191,181
    Bonus
    $0
    Other
    $2,772
    Deferred
    $20,210
    Nontaxable benefits
    $33,818
    Filer's total
    $247,981
  • Stephanie Swanson

    Vice President of Communications

    Total calculated
    $340,233
    From this org
    $280,117
    From related orgs
    $0
    Other
    $60,116
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,345
    Bonus
    $0
    Other
    $2,772
    Deferred
    $28,628
    Nontaxable benefits
    $31,488
    Filer's total
    $340,233

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
The CEO may be provided first class travel if the flight exceeds 4 hours or if an expedited journey is required due to time constraints. The benefit provided is considered an ordinary and necessary business expense and accordingly is not taxable to the CEO.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
Business club dues are paid on behalf of the CEO which is considered an ordinary and necessary business expense and the benefit is not taxable compensation to the CEO.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The organization established an Internal Revenue Code Section 457(f) plan for individuals limited in their qualified plan employer contributions. No distributions were made to any participants during 2024. The following individuals participated in the plan during 2024: Lisa Mensah: $25,269 Contribution Erica Daley: $5,515 Contribution

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • OCF Joseph E Weston Public Foundation

    501(c)(3) · Makes grants to improve life in Oregon · OR · controlled entity

    Directly controlled by The Oregon Community Foundation

  • Wieden Family Public Foundation

    501(c)(3) · Makes grants to improve life in Oregon · OR · controlled entity

    Directly controlled by The Oregon Community Foundation

  • Sid and Karen DeBoer Foundation

    501(c)(3) · Makes grants to improve life in Oregon · OR · controlled entity

    Directly controlled by The Oregon Community Foundation

  • Peter and Julie Stott Foundation

    501(c)(3) · Makes grants to improve life in Oregon · OR · controlled entity

    Directly controlled by The Oregon community Foundation

  • Robert & Leona DeArmond Public Foundation

    501(c)(3) · Makes grants to improve life in Oregon · OR · controlled entity

    Directly controlled by The Oregon Community Foundation

  • The Gray Family Foundation

    501(c)(3) · Makes grants to improve life in Oregon · OR · controlled entity

    Directly controlled by The Oregon Community Foundation

  • The Oregon Community Foundation Trust

    501(c)(3) · Receive/administrate closely-held gifts of OCF · OR · controlled entity

    Directly controlled by The Oregon Community Foundation

  • Niemeyer Foundation

    501(c)(3) · Makes grants to improve life in Oregon · OR · controlled entity

    Directly controlled by The Oregon Community Foundation

  • Hollis Foundation

    501(c)(3) · Makes grants to improve life in Oregon · OR · controlled entity

    Directly controlled by The Oregon Community Foundation

  • Working Forests Foundation

    501(c)(3) · accept/manage working forestlands & make distributions to OCF to support charitable purposes · OR · controlled entity

    Directly controlled by The Oregon Community Foundation

  • CSA Foundation of Douglas County

    501(c)(3) · MAKES GRANTS TO IMPROVE LIFE IN OREGON · OR · controlled entity

    Directly controlled by THE OREGON COMMUNITY FOUNDATION

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.1
Source object
202503189349314430

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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