Oregon Agricultural Trust

Nonprofit profile at a glance

EIN
843396259
IRS 990 coverage
2020–2025
Forms available
Form 990 2025, Form 990-N 2019
Location
Salem, OR, USA
Phone
5038582683
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Land Resources Conservation

Official website

Reported finances

Revenue
$2,178,372
Expenses
$1,678,717
Assets
$2,885,301
Liabilities
$115,262

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • JOCELYN BRIDSON (President)
  • TERESA RETZLAFF (Vice President)

Highest reported compensation

  • NELLIE MCADAMS (Executive Dir.): $146,175 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Oregon agricultural trust partners with farmers and ranchers to protect agricultural lands for the benefit of oregons economy, communities, and landscapes.

What it reported doing in 2025

Farmland protection program oats land protection outcomes are primarily the result of working land easements. These voluntary agreements with landowners, facilitating the permanent conservation of their agricultural land through our land trust. Removing development rights allows landowners to earn cash and tax breaks without selling or developing parcels, aiding business expansion or succession planning in the near term, and making land more affordable for future farmers in the long term.agricultural business support through educational opportunities, business vitality support, and succession counseling, farmers and ranchers gain greater awareness of the resources and tools available to them, build the knowledge and skills needed to strengthen the economic viability of their operations, and prepare for smooth business transitions to the next generation. Attorneys, accountants, and other service providers are better equipped to serve the agricultural community, helping to strengthen oregons agricultural business ecosystem.technical assistance the trusts goal is to increase the protection of agricultural lands in the state. This can be accomplished by the trust holding easements, but also through the increased capacity of fellow land trusts and other easement holders. The trust supports our peer organizations as they conserve agricultural lands in their regions. This includes referrals, research and report writing, custom gis mapping, stakeholder convening, coalition management, collaborative grant writing, and partnering on projects that result in the protection of agricultural lands.public support & policy oat educates non-producers about its work, highlighting the public benefits of agricultural land protection and creating meaningful opportunities for community members to become donors and advocates. The trust also engages with local, state, and federal decision-makers to strengthen support for agricultural producers and agricultural land protection.

Operating model

Revenue model
Donor-supported. 71% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 77% for direct work, and 23% for grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 60
  • Transparency & Controls: 89
  • Accountability: 100
  • Sustainability: 63
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 55.4%; rating input score 55
  • Program expense ratio: 70.7%; rating input score 71
  • Fundraising efficiency: $15.91 raised per $1 spent on fundraising; rating input score 52; 52nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 18th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 96.1%; rating input score 96; 37th percentile among comparable filings
  • 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: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 22.9%; rating input score 76; 76th percentile among comparable filings
  • Total-asset coverage ratio: 1.72; rating input score 53; 53rd percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 64; 64th percentile among comparable filings
  • Officer compensation ratio: 8.7%; rating input score 38; 38th percentile among comparable filings

Growth

  • Program expense growth: 28.9% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: 2.6% per year; rating input score 100; 20th percentile among comparable filings
  • Asset growth: 7.5% per year; rating input score 100; 46th percentile among comparable filings

Details

  • Where the money goes: 55.4% of revenue deployed · 70.7% of spending went to programs
  • Governance: 10 of 10 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $1.2M in reported program spending
  • Leadership: top reported pay $146K · 11 people listed
  • Consistency: 28 of 29 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: 6 filed related-organization links
  • 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.

  • Review — Financial Efficiency: Mission deployment rate scored 55/100.
  • Review — Financial Efficiency: Fundraising efficiency scored 52/100.
  • Review — Sustainability: Total-asset coverage ratio scored 53/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 38/100.