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Human Services : Social Services

Oregon Energy Fund

The Power of Giving

four stars

91.16

1020 SW Taylor Street Suite 620
Portland, OR 97205
tel: (971) 386-2124   Web Site
EIN: 93-1029893

Board Leadership
Adam Lowney
President

CEO
Jesse B. Allbrittion
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 91.16 four stars
  Financial 87.50 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 11/01/2016 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

three stars

87.50

Accountability & Transparency

four stars

100.00

This rating was published 11/01/2016 and includes data from FY2015, 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)
91.8%
  Administrative Expenses 1.9%
  Fundraising Expenses 6.1%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 0.99
  Program Expenses Growth -7.9%
  Liabilities to Assets 1.3%
All data for Financial Performance Metrics calculations was provided by Oregon Energy Fund on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Oregon Energy Fund on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Energy Fund (OR) 91.16 four stars
Dollar Energy Fund (PA) 89.39 three stars
Federal Employee Education & Assistance Fund (CO) 90.15 four stars
Energy Outreach Colorado (CO) 98.09 four stars
Operation Fuel (CT) 90.77 four stars

Compare These Charities (Highly Rated)

Oregon Energy fund, formerly HEAT Oregon, was founded in 1989 to help low income Oregonians become more energy self-reliant. HEAT Oregon gifts warmth and power to Oregonians facing hardships. Oregon Energy Fund's primary program objective is to prevent disconnection of utility service during inclement weather by providing bill payment assistance to low income households in emergency situations. Oregon Energy Fund partners with more than 30 local community and social service organizations throughout the state of Oregon to help deliver energy assistance to qualifying households. Donations made to Oregon Energy Fund from any county in Oregon provide energy assistance to neighbors within the same county from which they were donated; Oregon Energy Fund calls it Neighbor Helping Neighbor. Over the years, Oregon Energy Fund has helped to keep the heat and lights on for tens of thousands of low-income households.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,693,583
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,693,583
   Program Service Revenue $0
Total Primary Revenue $1,693,583
   Other Revenue $52,701
TOTAL REVENUE $1,746,284
   
EXPENSES  
   Program Expenses $1,341,358
   Administrative Expenses $33,344
   Fundraising Expenses $94,807
TOTAL FUNCTIONAL EXPENSES $1,469,509
   
Payments to Affiliates $0
Excess (or Deficit) for the year $276,775
   
Net Assets $1,669,050

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
Energy Assistance $1,341,358 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-06 11/01/2016 91.16 four stars
2015-06 06/01/2016 89.86 three stars
 
CN 2.0
2015-06 03/01/2016 85.36 three stars
2014-06 10/01/2015 84.40 three stars
2014-06 09/01/2015 83.63 three stars
2013-06 08/01/2014 86.08 three stars
2012-06 08/01/2013 88.53 three stars
2011-06 04/01/2012 97.44 four stars
2010-06 12/23/2011 88.48 three stars
2010-06 09/20/2011 86.10 three stars
 
CN 1.0
2010-06 07/01/2011 82.44 three stars
2009-06 07/01/2010 88.78 three stars
2008-06 06/01/2009 88.52 three stars
2007-06 09/01/2008 97.11 four stars
2006-06 07/01/2007 97.19 four stars
2005-06 04/01/2006 91.59 four stars
2004-06 07/01/2005 99.24 four stars
2003-06 02/01/2005 98.49 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 93-1029893
Name in IRS Master File HEAT OREGON
NTEE Code L82
NTEE Classification Housing Expense Reduction Support
NTEE Type Housing, Shelter
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (320) Boy Scouts, Girl Scouts, etc.
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 March, 1995
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2015
  • June, 2014
  • June, 2013
  • June, 2012
  • June, 2011

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

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Compensation % of Expenses Paid to Title
$72,917 4.96% Joan Towers Executive Director

Oregon Energy fund, formerly HEAT Oregon, was founded in 1989 to help low income Oregonians become more energy self-reliant. HEAT Oregon gifts warmth and power to Oregonians facing hardships. Oregon Energy Fund's primary program objective is to prevent disconnection of utility service during inclement weather by providing bill payment assistance to low income households in emergency situations. Oregon Energy Fund partners with more than 30 local community and social service organizations throughout the state of Oregon to help deliver energy assistance to qualifying households. Donations made to Oregon Energy Fund from any county in Oregon provide energy assistance to neighbors within the same county from which they were donated; Oregon Energy Fund calls it Neighbor Helping Neighbor. Over the years, Oregon Energy Fund has helped to keep the heat and lights on for tens of thousands of low-income households.

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Energy Fund (OR) 91.16 four stars
The Heat and Warmth Fund (MI) 92.38 four stars
Fuel Fund of Maryland (MD) 100.00 four stars
Dollar Energy Fund (PA) 89.39 three stars
Federal Employee Education & Assistance Fund (CO) 90.15 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Oregon Energy Fund
1020 SW Taylor Street
Suite 620
Portland, OR 97205
tel: (971) 386-2124
EIN: 93-1029893

Visit Web Site

Board Leadership

Adam Lowney
President

CEO

Jesse B. Allbrittion
Executive Director

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