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Community Development : Community Foundations

The Oregon Community Foundation

Here for Oregon. Here for good.

four stars

96.40

1221 Southwest Yamhill Street Suite 100
Portland, OR 97205
tel: (503) 227-6846   Web Site
EIN: 23-7315673

Board Leadership
Kirby Dyess
Chair

CEO
Max Williams
President and CEO

  Score
(out of 100)
Rating
Overall Score & Rating 96.40 four stars
  Financial 96.86 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 05/01/2019 and includes data from FY2017, the most recent 990 received at that time.

Since 1973, The Oregon Community Foundation (OCF) has connected private giving to public good - in every corner of the state. OCF's assets come from thousands of Oregonians who have invested in our state's future. OCF manages more than 1500 individual funds of various sizes. Through these funds, OCF awards more than $55 million annually in grants and scholarships. The Oregon Community Foundation is committed to improving life and uniting Oregonians through philanthropy.

Since 1973, The Oregon Community Foundation (OCF) has connected private giving to public good - in every corner of the state. OCF's assets come from thousands of Oregonians who have invested in our state's future. OCF manages more than 1500 individual funds of various sizes. Through these funds, OCF awards more than $55 million annually in grants and scholarships. The Oregon Community Foundation is committed to improving life and uniting Oregonians through philanthropy.

Impact Information

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Financial

four stars

96.86

Accountability & Transparency

four stars

96.00

This rating was published 05/01/2019 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
89.7%
  Administrative Expenses 8.4%
  Fundraising Expenses 1.7%
  Fundraising Efficiency $0.02
  Working Capital Ratio (years) 16.56
  Program Expenses Growth 7.4%
  Liabilities to Assets 3.0%
All data for Financial Performance Metrics calculations was provided by The Oregon Community Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Oregon Community Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Oregon Community Foundation (OR) 96.40 four stars
Community Foundation of Western Massachusetts (MA) 89.73 three stars
Central New York Community Foundation (NY) 97.89 four stars
Communities Foundation of Texas (TX) 89.16 three stars
Community Foundation for Greater Buffalo (NY) 95.13 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $131,111,539
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $11,150
   Government Grants $0
Total Contributions $131,122,689
   Program Service Revenue $537,467
Total Primary Revenue $131,660,156
   Other Revenue $37,380,623
TOTAL REVENUE $169,040,779
   
EXPENSES  
   Program Expenses $104,216,320
   Administrative Expenses $10,255,438
   Fundraising Expenses $2,107,278
TOTAL FUNCTIONAL EXPENSES $116,579,036
   
Payments to Affiliates $0
Excess (or Deficit) for the year $52,461,743
   
Net Assets $1,885,335,691

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Funding & Grantmaking Expenses $104,216,320 100.0%

Ratings History
The Oregon Community Foundation has received 9 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-12 05/01/2019 96.40 four stars
2016-12 06/01/2018 97.13 four stars
2015-12 06/01/2017 97.11 four stars
2014-12 06/01/2016 96.68 four stars
 
CN 2.0
2014-12 04/01/2016 90.57 four stars
2013-12 07/01/2015 94.59 four stars
2012-12 05/01/2014 94.15 four stars
2011-12 04/01/2013 97.10 four stars
2010-12 04/01/2012 96.81 four stars
2009-12 09/20/2011 92.28 four stars
 
CN 1.0
2009-12 06/01/2011 88.40 three stars
2008-12 07/01/2010 89.09 three stars
2007-12 05/01/2009 99.16 four stars
2006-12 04/01/2008 89.20 three stars
2005-12 05/01/2007 89.00 three stars
2004-12 04/01/2006 94.48 four stars
2003-12 05/01/2005 95.49 four stars
2002-12 06/01/2004 99.71 four stars
2001-12 02/05/2003 90.76 four stars
2000-06 10/15/2002 99.62 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 23-7315673
Name in IRS Master File OREGON COMMUNITY FOUNDATION
NTEE Code T31
NTEE Classification Community Foundations
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (903) Community trust or component
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date November, 1973
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$378,685 0.32% Max Williams CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
The Oregon Community Foundation (OR) 96.40 four stars
The Greater New Orleans Foundation (LA) 91.06 four stars
East Bay Community Foundation (CA) 87.62 three stars
Santa Barbara Foundation (CA) 95.50 four stars
Common Counsel Foundation (CA) 91.41 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

The Oregon Community Foundation
1221 Southwest Yamhill Street
Suite 100
Portland, OR 97205
tel: (503) 227-6846
fax: (503) 274-7771
EIN: 23-7315673

Visit Web Site

Board Leadership

Kirby Dyess
Chair

CEO

Max Williams
President and CEO

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