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Oregon HEAT Organization Name provided in the GuideStar Exchange* as of 05/06/2014: Oregon HEAT

Organization Name as listed in the IRS Business Master File as of 07/14/2014: OREGON ENERGY SERVICES INC

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

AKA  HEAT Oregon
Tualatin, OR
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GuideStar Summary

&1002;                GuideStar Exchange Committed to transparency ?
This organization is a Silver-level GuideStar Exchange participant, demonstrating its commitment to transparency.

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&1002; Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2013, 2012, and 2011 Forms 990 filed with the IRS
&1002; Mission Objectives Mission Statement is available
&1002; Impact Summary Impact Summary from the nonprofit is available
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Basic Organization Information

Oregon HEAT Organization Name provided in the GuideStar Exchange* as of 05/06/2014: Oregon HEAT

Organization Name as listed in the IRS Business Master File as of 07/14/2014: OREGON ENERGY SERVICES INC

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
Also Known As: HEAT Oregon
Physical Address: Tualatin, OR 97062 0127
EIN: 93-1029893
Web URL: www.heatoregon.org 
NTEE Category: P Human Services
P60 Emergency Assistance (Food, Clothing, Cash)
P Human Services
P40 Family Services
P Human Services
P80 Services to Promote the Independence of Specific Populations
Year Founded: 1989 
Ruling Year: 1995 
How This Organization Is Funded: Restriced Contributions - General Public - $304,324
Restricted Contributions - Corporate - $411,961
Unrestricted Contributions - General Public - $653,120


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Mission Statement

Gifting Warmth and Power to Oregonians Facing Hardships.

Legitimacy Information

This organization is registered with the IRS.

This organization is required to file an IRS Form 990 or 990-EZ.

Institutional funders should note that an organization’s inclusion on GuideStar.org does not satisfy IRS Rev. Proc. 2011-33 for identifying supporting organizations.

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Annual Revenue & Expenses (GuideStar Exchange,
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May 2014)

Fiscal Year Starting: July 1, 2011
Fiscal Year Ending: June 30, 2012

Total Revenue $1,801,734
Total Expenses $1,913,220

Revenue & Expenses (GuideStar Exchange,
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May 2014)

Fiscal Year Starting: July 1, 2011
Fiscal Year Ending: June 30, 2012

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Balance Sheet (IRS Form 990)

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Forms 990 Received from the IRS Additional Information
IRS Form 990 is an annual document used by approximately one-third of all public charities to report information about their finances and operations to the federal government. GuideStar uses data from Form 990 to populate its database with financial information about nonprofit organizations. Posting Form 990 images on the GuideStar website is an ongoing process.

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Forms 990 Provided by the Nonprofit

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Financial Statements

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Annual Reports

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GuideStar Exchange - Silver Participant What is this?
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Leadership (GuideStar Exchange,
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May 2014)

Ms. Joan Towers

Board Chair (GuideStar Exchange,
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May 2014)

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Board of Directors (GuideStar Exchange,
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May 2014)

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Board Leadership Practices (GuideStar Exchange,
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May 2014)
?

Board Orientation & Education ?
Why does this matter? Without clarity around their responsibilities and expectations, board members are not positioned to succeed. They may find themselves challenged to fulfill their governance responsibilities or frustrated by the expectations that the organization has set for them. BoardSource recommends that every new board member participate in a formal orientation process, and that all board members sign a pledge or agreement committing to their board service and to all of the responsibilities and expectations that come with service. Ideally, board members also should participate in a formal governance training program prior to serving on a board.

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?
Yes
CEO Oversight ?
Why does this matter? Oversight and management of the chief executive is one of the board’s most important legal responsibilities. The CEO or executive director is the board's single employee, and - just like any other employer/employee relationship - regular and written assessment is critical to ensuring that the chief executive and board are communicating openly about goals and performance. BoardSource recommends that boards conduct formal, written reviews of their chief executives on an annual basis, which should include an in-person discussion with the chief executive and distribution of the written evaluation to the full board.

Has the board conducted a formal, written assessment of the chief executive within the past year?
Yes
Ethics & Transparency ?
Why does this matter? A commitment to handling conflicts of interests is essential to creating an organizational culture of transparency. Boards should create and follow a policy for identifying and handling conflicts of interest, whether real or perceived. BoardSource recommends that organizations review the conflict-of-interest statement and require signed disclosures from all board members and senior staff on an annual basis.

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements within the past year?
Yes
Board Composition ?
Why does this matter? The best boards are composed of individuals who bring a variety of skills, perspectives, backgrounds, and resources to tackle the complex and strategic challenges confronting their organizations. BoardSource recommends that boards commit to diversity and inclusion by establishing written policies and practices, which include strategic and intentional recruitment of diverse board members, continual commitment to inclusivity, and equal access to board leadership opportunities.

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?
Yes
Board Performance ?
Why does this matter? Boards need to regularly assess their own performance. Doing so ensures that they are being intentional about how they govern their organization, which is a critical component of effective board leadership. BoardSource recommends that a board conduct a self-assessment of its performance a minimum of once every three years to ensure that it is staying on track with its roles and responsibilities.

Has the board conducted a formal, written self-assessment of its performance within the past three years?
Yes

Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

Highest Paid Employee data is not available for this organization.

People information was last updated by the nonprofit in May 2014

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Programs

Program: Energy Assistance Program (GuideStar Exchange,
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May 2014)

Budget:
$1,110,238
Category:
None
Population Served:
General Public/Unspecified
None
None

Program Description:

Help low-income Oregonians with their emergency energy needs.

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

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Impact Summary from the Nonprofit

In the 2011/12 fiscal Year, Oregon HEAT served 4,531 households, including 12,969 individuals.  The average cost of assisting one household was just under $300 or just at $100 per individual.  Approximately, 90 cents of every dollar donated to Oregon HEAT is returned through energy assistance programs.
GuideStar Exchange - Silver Participant What is this?
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

Reviews

Organization Data Available

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  • Financial Charts for
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  • Forms 990T for
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  • Annual Reports for
  • Letter of Determination
  • Form 1023 / 1024
  • Board Members
  • Officer, Director and/or Highest Paid Employee data for


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