Charitable Partnership Fund
Nonprofit profile at a glance
- EIN
- 931267966
- IRS 990 coverage
- 2020–2024
- Forms available
- Form 990 2024
- Location
- Portland, OR, USA
- Phone
- 5034902021
- Rating
- 78
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Public Foundations
Reported finances
- Revenue
- $1,179,342
- Expenses
- $970,886
- Assets
- $1,214,695
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- Jonathan Harms (President and Secretary)
People named in this filing
- Stephen Brooks (Treasurer)
- Jonathan Harms (President and Secretary)
- Marc Grignon (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To build capacity and increase philanthropy in all communities through cooperative program and fund development options for individuals, groups, non-profits and businesses. CPF incubates qualified projects that provide public services or benefits, and provides support to other tax exempt or nonprofit organizations, projects or programs.
What it reported doing in 2024
CPF facilitated electronic donation collection on behalf of 13 qualified tax exempt non-profit organizations along with workplace giving. CPF began running this program over 15 years ago to help organizations collect donations inexpensively and easily by providing a transactions mechanism and monthly donation accounting with reporting.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 78
- Transparency & Controls: 92
- Accountability: 76
- Sustainability: 69
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 81.3%; rating input score 81
- Program expense ratio: 98.6%; rating input score 99
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 17.7%; rating input score 73; 73rd percentile among comparable filings
- Total-asset coverage ratio: 1.25; rating input score 50; 50th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 91; 91st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings
Growth
- Program expense growth: -0.8% per year; rating input score 0; 15th percentile among comparable filings
- Revenue growth: -3% per year; rating input score 0; 7th percentile among comparable filings
- Asset growth: 3.2% per year; rating input score 100; 30th percentile among comparable filings
Details
- Where the money goes: 81.3% of revenue deployed · 98.6% of spending went to programs
- Governance: 3 of 3 board members independent · 3 of 7 filing controls reported
- Programs: 2 filed program accomplishments · $958K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 38 of 39 current checks pass · 1 finding to review
- Schedules: 3 filed schedules · includes major donors
- Filing history: 4 filing years from 2020 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Accountability: Governance controls: 3 of 6 not reported.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 50/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.