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Nonprofit · EIN 20-8308021

MONEYWISE OREGON INC

Tax-exempt (reinstated) · NORTH BEND, OR 97459

Financials

$351K$92K2024
Revenue Expenses · by fiscal year end
Financials of MONEYWISE OREGON INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$350,902$91,683$259,219$259,219$0$259,219
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$350,000
Program service revenue
$0
Investment income
$902
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$46,978
Other salaries and wages
$17,752
Salaries, compensation and benefits (total)
$83,311
Professional fundraising fees
$0
Travel
$1,092
Program services (functional)
$91,683

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$259,219
Total liabilities, end of year
$0
Net assets, end of year
$259,219
Gross unrelated business income
$902
Gross receipts
$350,902
Employees
5
Volunteers
20
Year formed
2013
State of legal domicile
OR

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Daniel McAvoyPresident & CEO
Key employee, Highest-paid employee
50$46,978
Michelle MartinBoard President
Officer
0$0
Simon AlonzoBoard Vice-President
Officer
0$0
Linnea KircherBoard Secretary
Officer
0$0
Sara KimballBoard Treasurer
Officer
0$0
Mary Ann BabbBoard Member
Officer
0$0
Lorna WolvinBoard Member
Officer
0$0

Address and contacts

Address (IRS master file)
1611 VIRGINIA AVE SUITE 211, NORTH BEND, OR 97459-2729
In care of
% ANN ARMANDO-TRESSEL
Mailing address (990-N for 2023)
66143 Sequoia Dr, North Bend OR 97459
Principal officer (990 for 2024)
Daniel McAvoy, 93748 Bay Park Lane, Coos Bay, OR 97420
Principal officer (990-N for 2023)
Karen Denman, 66143 Sequoia Dr, North Bend OR 97459
Signed the 990
Daniel McAvoy, President & CEO
Phone
(541) 670-5054

Mission

Economically enriching Oregon's rural and underserved communities through free tax assistance and financial empowerment services

990 for the year ended December 31, 2024

Program accomplishments

  • Providing free tax preparation services for those with income less than $75,000 per year
    Expenses $91,683 · revenue $350,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990-N on file

IRS record

EIN
20-8308021
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2013
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$259,219
Income (IRS master file)
$350,902

Revocation and reinstatement

Exemption revoked
May 15, 2010
Posted by the IRS
March 11, 2013
Reinstated
Effective January 15, 2012

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$350,902$91,683$259,219IRS
990-N for 2023
Officer: Karen Denman
December 31, 2023≤ $50,000 receipts––e-Postcard
990-N for 2022
Officer: Lorna Wolvin
December 31, 2022≤ $50,000 receipts––e-Postcard
990-N for 2020
Officer: Karen Denman
December 31, 2020≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Karen Denman
December 31, 2019≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8308021).

Questions about MONEYWISE OREGON INC

What is the EIN of MONEYWISE OREGON INC?
The employer identification number (EIN) of MONEYWISE OREGON INC is 20-8308021.
Is MONEYWISE OREGON INC tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective January 15, 2012.
Are donations to MONEYWISE OREGON INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONEYWISE OREGON INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MONEYWISE OREGON INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONEYWISE OREGON INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of MONEYWISE OREGON INC?
The 990 for the year ended December 31, 2024 names Daniel McAvoy.
Who are the officers and directors of MONEYWISE OREGON INC?
The 990 for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $46,978 (Daniel McAvoy, President & CEO).
How much revenue does MONEYWISE OREGON INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $350,902, expenses of $91,683 and total assets of $259,219 at year end.

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