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CHARITY REVIEW
Issued: July 2024 Expires: July 2026

Oregon Energy Fund

Accredited Charity
Accredited Charity

Meets Standards

1020 Southwest Taylor Street, Suite 620
Portland, OR, 97205

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

Oregon Energy Fund meets the 20 Standards for Charity Accountability.

Stated Purpose:
“to assist our neighbors in financial crisis with their energy bills to support household stability.”

Year, State Incorporated:
1989, OR

Also Known As:
HEAT Oregon

Oregon Energy Fund (OEF) reports that it provides energy bill assistance to low-income Oregonians, so they do not have to sacrifice food, rent, or medicine to pay for electricity. The organization operates in all 36 counties and partners with a network of community agencies and utility companies to distribute funds to those in need. In 2023, OEF reported it provided assistance to 3,524 people, including 1,357 children, 365 seniors, and 396 disabled/differently-abled individuals.

For the year ended June 30, 2023, Oregon Energy Fund's program expenses were:

Program services $1,737,386
Total Program Expenses $1,737,386

Chief Executive
J. Brian Allbritton, Executive Director

Compensation*
$187,556

Chair of the Board
Victoria "Tori" L. Bryson

Chair's Profession / Business Affiliation
Senior Manager, Hoffman, Stewart & Schmidt, P.C.

Board Size
15

Paid Staff Size
5

*2023 compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.

Method(s) Used:
Direct mail appeals, Grant proposals, Internet, Direct mail appeals, Radio

Fundraising costs were 3% of related contributions. (Related contributions, which totaled $2,697,217, are donations received as a result of fundraising activities.)

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on Oregon Energy Fund's audited financial statements for the year ended June 30, 2023.

Source of Funds
Investment income, net $10,999
In-kind contributions $19,950
Special event, net $41,949
Special project grant $1,033,561
Contributions $1,601,757
Total Income $2,708,216

Programs: 90% Fundraising: 4% Administrative: 6%

Total Income $2,708,216
Total expenses: $1,938,591
  Program expenses $1,737,386
  Fundraising expenses $87,071
  Administrative expenses $114,134
  Other expenses $0
Income in Excess of Expenses $769,625
Beginning Net Assets $2,869,806
Other Changes In Net Assets $0
Ending Net Assets $3,718,546
Total Liabilities $239,825
Total Assets $3,958,371

Note: According to OEF's audited financial statements for the year ended June 30, 2023, the organization received in-kind contributions of $19,950 in the form of printed materials for program services ($9,776), fundraising ($7,381), and administration ($2,793).

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

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Report completed by:
BBB Wise Giving Alliance