TPhilanthropy, Voluntarism & GrantmakingEIN: 471247608· Ruling Year: 2016

Umpqua Bank Charitable Foundation

Lake Oswego, Oregon

B+Health Score
71B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org5.48×
Peer Median18.82×
💰
$20.5M
Total Revenue
📊
$3.4M
Total Expenses
🏦
$18.5M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+9629.1%
Year-over-year change (2022 → 2023)
Net Margin
+83.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.48
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

7 filings on record
YearRevenueExpensesAssets
2023$20,518,6439629%$3,378,82044%$18,506,7091368%
2022$210,89919%$2,340,70120%$1,260,35169%
2021$260,78794%$2,924,24822%$4,123,47436%
2020$4,604,227713%$2,390,35034%$6,485,28164%
2019$566,523657%$1,780,69517%$3,960,74447%
2015$74,83399%$1,527,0143%$7,411,33719%
2014$10,000,000$1,478,096$9,123,414

Frequently Asked Questions

What does Umpqua Bank Charitable Foundation do?

Umpqua Bank Charitable Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Oregon. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Umpqua Bank Charitable Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Umpqua Bank Charitable Foundation has a score of 71/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Umpqua Bank Charitable Foundation generate?

Revenue data for Umpqua Bank Charitable Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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