Civic Intelligence

Episcopal Bishop of Oregon Foundation

EIN 93-0699888 • 501(c)3 • Milwaukie, OR

Profile

To support the creation and development of healthy diocesan institutions, vital congregations and affiliated organizations.

PO Box 22310Milwaukie, OR 97269

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.18x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.6%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

15%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$13,609,440

Up $1,081,743 (+8.6%) from 2023

Liabilities

Down

$94,600

Down $2,400 (-2.5%) from 2023

Net Assets

Up

$13,514,840

Up $1,084,143 (+8.7%) from 2023

Revenue

Up

$516,135

Up $66,271 (+15%) from 2023

Expenses

Up

$188,975

Up $58,209 (+45%) from 2023

Net Income

Up

$327,160

Up $8,062 (+2.5%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2016: $10,717,448Liabilities 2016: $0Net Assets 2016: $10,717,4482016Assets 2017: $11,979,885Liabilities 2017: $0Net Assets 2017: $11,979,8852017Assets 2018: $10,731,347Liabilities 2018: $0Net Assets 2018: $10,731,3472018Assets 2019: $12,063,717Liabilities 2019: $489,000Net Assets 2019: $11,574,7172019Assets 2020: $12,245,287Liabilities 2020: $489,000Net Assets 2020: $11,756,2872020Assets 2021: $13,539,750Liabilities 2021: $489,000Net Assets 2021: $13,050,7502021Assets 2022: $11,293,350Liabilities 2022: $489,000Net Assets 2022: $10,804,3502022Assets 2023: $12,527,697Liabilities 2023: $97,000Net Assets 2023: $12,430,6972023Assets 2024: $13,609,440Liabilities 2024: $94,600Net Assets 2024: $13,514,8402024

Highlighted filing

2024

Assets$13,609,440
Liabilities$94,600
Net Assets$13,514,840

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2016: $718,953Expenses 2016: $535,461Net Income 2016: $183,4922016Revenue 2017: $1,826,866Expenses 2017: $511,429Net Income 2017: $1,315,4372017Revenue 2018: $626,960Expenses 2018: $1,929,301Net Income 2018: -$1,302,3412018Revenue 2019: $1,946,098Expenses 2019: $688,536Net Income 2019: $1,257,5622019Revenue 2020: $1,078,496Expenses 2020: $885,926Net Income 2020: $192,5702020Revenue 2021: $1,771,431Expenses 2021: $486,969Net Income 2021: $1,284,4622021Revenue 2022: $527,502Expenses 2022: $494,192Net Income 2022: $33,3102022Revenue 2023: $449,864Expenses 2023: $130,766Net Income 2023: $319,0982023Revenue 2024: $516,135Expenses 2024: $188,975Net Income 2024: $327,1602024

Highlighted filing

2024

Revenue$516,135
Expenses$188,975
Net Income$327,160

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.2
Gross Receipts
$516,135
Mission and Program Overview

Mission

To support the creation and development of healthy diocesan institutions, vital congregations and affiliated organizations

To support the creation and development of healthy diocesan institutions, vital congregations and affiliated organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,475,424$13,597,359▲ $1,121,935
Cash and Non-Interest-Bearing Accounts$52,273$12,081▼ $40,192
Total Assets$12,527,697$13,609,440▲ $1,081,743
Liabilities
Grants Payable$97,000$94,600▼ $2,400
Total Liabilities$97,000$94,600▼ $2,400
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,430,697$13,514,840▲ $1,084,143
Total Net Assets Fund Balance$12,430,697$13,514,840▲ $1,084,143
Total Liabilities and Net Assets / Fund Balance$12,527,697$13,609,440▲ $1,081,743
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$35,599
Program Service Revenue
$0
Investment Income
$480,536
Other Revenue
$0
All Other Contributions
$35,599
Change in Net Assets
$327,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$132,825
Other Expenses$56,150
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$132,825--$132,825
Fees for Service Investment Mgmnt Fees-$51,181-$51,181
Fees for Services Accounting-$4,500-$4,500
Other Expenses$195$26-$26
Office Expenses-$15-$15
Total Functional Expenses$133,020$55,955$0$188,975
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grace MemorialPortland, OR-3rd Pymt - Amended 4yr Grant - Curate$30,000
RAHAB'S SISTERSPortland, OR-1 Yr Grant for Community Engagement$25,000
St Christophers Episcopal ChurchPort Orford, OR-Clergy Salary - Year 2 of 3$25,000
William Temple HousePortland, OR-1 Year Grant - Support of Various Programs$25,000
Episcopal Diocese of HawaiiHonolulu, HI-Wildfire Relief Aid$12,275
Diocese of OregonMilwaukie, OR-Sponsor Deacon Fall Retreat and Reimburse Medical Insurance$5,850
Center for Community CounselingEugene, OR-Funding for Social Aid$5,000
Grace - AstoriaAstoria, OR-2nd Pymt - 3 Year Grant$3,500
Leaven CommunityPortland, OR-Training$1,200
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The bishop selects the board members.

Form 990, Part VI, Section B, Line 11B

Distributed to all board members, reviewed at meeting

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Part VI, Line 7A

The bishop selects the board members.

Filing and Contact Details

Filer

Filer Name
Episcopal Bishop of Oregon Foundation
EIN
93-0699888
Phone
5036365613
Address
PO BOX 22310, MILWAUKIE, OR 97269

Signing Officer

Name
The Right Rev Diana Akiyama
Title
President
Phone
5036365613
Signed
2025-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
The Right Rev Diana Akiya
Formed
1977
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Singerlewak Llp
Address
1255 LEE ST SE SUITE 210, SALEM, OR 97302
Preparer
David Delmore
Phone
5035857751
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Distributed to all board members, reviewed at meeting

Pt VI, Line 19

UPON REQUEST

Form 990, Part XII, Line 2C

Process has not changed since prior year.

Raw XML AppendixShowing 400 of 467 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt01 YR GRANT FOR COMMUNITY ENGAGEMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CLERGY SALARY - YEAR 2 OF 3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt21 YEAR GRANT - SUPPORT OF VARIOUS PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt33RD PYMT - AMENDED 4YR GRANT - CURATE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SPONSOR DEACON FALL RETREAT AND REIMBURSE MEDICAL INSURANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt52ND PYMT - 3 YEAR GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6FUNDING FOR SOCIAL AID
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7WILDFIRE RELIEF AID
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8TRAINING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RAHAB'S SISTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST CHRISTOPHERS EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WILLIAM TEMPLE HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3GRACE MEMORIAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4DIOCESE OF OREGON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5GRACE - ASTORIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6CENTER FOR COMMUNITY COUNSELING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7EPISCOPAL DIOCESE OF HAWAII
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8LEAVEN COMMUNITY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0247 SE 82ND AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1417 9TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22023 NW HOYT ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31535 NE 17TH AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42780 SE HARRISON SUITE 202
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51545 FRANKLIN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt61465 COBURG RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7229 QUEEN EMMA SQUARE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt85431 NE 20TH AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PORT ORFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm3PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm4MILWAUKIE
IRS990ScheduleI/RecipientTable/USAddress/CityNm5ASTORIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm6EUGENE
IRS990ScheduleI/RecipientTable/USAddress/CityNm7HONOLULU
IRS990ScheduleI/RecipientTable/USAddress/CityNm8PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097215
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd197209
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd297209
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd397232
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd497420
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd597103
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd697401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd796813
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd897211
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TO BE ELIGIBLE, GRANTEES MUST BE AN EPISCOPAL FAITH COMMUNITY, AFFILIATED EPISCOPAL MINISTRY, OR EPISCOPAL CHAPLAINCIES. GRANTEES ARE RANKED BASED ON ALIGNMENT WITH THE FOUNDATION'S MISSION AND STRATEGIC PRIORITIES, AFFILIATION WITHT HE NEEDS OF THE COMMUNITY, EVIDENCE OF FUTURE PLANNING, ABILITY TO GROW AND STRENGTHEN THE COMMUNITY, RELATION TO AN ONGOING MINISTRY, SUSTAINABILITY OF STAFF AND LEADERSHIP, AND FINANCIAL SUSTAINABILITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BISHOP SELECTS THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISTRIBUTED TO ALL BOARD MEMBERS, REVIEWED AT MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISTRIBUTED TO ALL BOARD MEMBERS, REVIEWED AT MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BISHOP SELECTS THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROCESS HAS NOT CHANGED SINCE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PT VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PT VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EPISCOPAL DIOCESE OF OREGON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930386824
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02780 SE HARRISON ST SUITE 202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MILWAUKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097222
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012527697
IRS990/TotalAssetsEOYAmt013609440
IRS990/TotalAssetsGrp/BOYAmt012527697

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