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Oregon · Nonprofit

UMPQUA VALLEY HABITAT FOR HUMANITY

UMPQUA VALLEY HABITAT FOR HUMANITY (Oregon) receives grants from 13 organizations whose IRS filings report $440,511 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($150,000). 5 of them have funded it in more than one year, and 55% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$477k
Funders on record
13
Grants received
$441k
Net assets
$861k
5/13 repeat funderspeak grant-dependency 99%
01What it does

What Umpqua Valley Habitat for Humanity does

Mission

Building in partnership with low income families that desire to own their own home.

As stated on its FY2025 Form 990.

Program

  1. Low cost housing - construction in progress.

    $399,871 spent$275,000 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $399,871.

02The organization over time

The organization over time

Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended.

100 = 20192019 Revenue 100 ($89k) Expenses 100 ($65k) Net assets 100 ($850k)2020 Revenue 102 ($90k) Expenses 124 ($80k) Net assets 101 ($860k)2021 Revenue 126 ($112k) Expenses 143 ($92k) Net assets 103 ($879k)2022 Revenue 534 ($474k) Expenses 657 ($424k) Net assets 109 ($929k)2023 Revenue 379 ($336k) Expenses 702 ($453k) Net assets 96 ($812k)2024 Revenue 431 ($383k) Expenses 372 ($240k) Net assets 112 ($955k)2025 Revenue 537 ($477k) Expenses 885 ($571k) Net assets 101 ($861k)
2019202020212022202320242025
Revenue (537)Expenses (885)Net assets (101)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $849k to $976k (+15%).

$870k
$913k
$955k
$971k
$849k
$976k
$885k
2019202020212022202320242025
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 20% · 2022 3% · 2023 4% · 2024 2%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 7 reported years ran a deficit.

$24k
’19
$10k
’20
$19k
’21
$50k
’22
−$117k
’23
$143k
’24
−$94k
’25
4.1
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Pearl Hergert-Heaton

Chair

As listed on its FY2025 Form 990.

2019202020212022202320242025
Listed5555555
Joined·+0+3+1+1+0+1
No longer listed·031101
03Who funds it

Who funds it, year by year

2018 → 2023: the base held at 3 funders, grant income rose $25k → $30k.

5 of 13 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 55% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of UMPQUA VALLEY HABITAT FOR HUMANITY’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

UMPQUA VALLEY HABITAT FOR HUMANITY leans on a few funders — its largest provides 34% of grant income and the top three 75%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

89% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund UMPQUA VALLEY HABITAT FOR HUMANITY.

34%
largest funder
75%
top three
~5
effective funders

Largest funder’s share by year: 2018 81% · 2019 100% · 2020 62% · 2021 47% · 2022 76% · 2023 82% — broadly stable.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

25% of UMPQUA VALLEY HABITAT FOR HUMANITY's funders are still giving 3 years after their first grant; 38% give in more than one year at all.

first grant+1y+2y+3y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

55% of UMPQUA VALLEY HABITAT FOR HUMANITY's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $200k that is directly attributable, 54% of it comes from funders outside Oregon, across 3 states.

OR
MO
GA

In-state vs out-of-state, by year

’18
’19
’20
’21
’22
’23
Oregon out of state home

Funder states come from each funder’s own filing. $240k arriving through sponsors registered in 5 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like UMPQUA VALLEY HABITAT FOR HUMANITY

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Oregon

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

70% of spending goes to programs.

Program 70%Management 30%Fundraising 0%

Governance

7
board members
0%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention–Board reviewed the 990–Audited financials

Public support

99%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

OR

Screen this organization

A dated, signed PDF of the compliance screen for UMPQUA VALLEY HABITAT FOR HUMANITY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds UMPQUA VALLEY HABITAT FOR HUMANITY?
UMPQUA VALLEY HABITAT FOR HUMANITY (Oregon) receives grants from 13 organizations whose IRS filings report $440,511 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($150,000). 5 of them have funded it in more than one year, and 55% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does UMPQUA VALLEY HABITAT FOR HUMANITY have?
IRS filings report 13 organizations giving $440,511 in grants to UMPQUA VALLEY HABITAT FOR HUMANITY, 5 of which have funded it in more than one year.
Who is the largest funder of UMPQUA VALLEY HABITAT FOR HUMANITY?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $150,000 in grants. The full list of funders is on this page.
How can an organization like UMPQUA VALLEY HABITAT FOR HUMANITY find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Oregon. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Umpqua Valley Habitat for Humanity →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2019–2025), and the filings of 13 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing