Mission
Economically enriching Oregon's rural and underserved communities through free tax assistance and financial empowerment services
Public Charity
MONEYWISE OREGON INC
Based in Coos Bay, OR, MONEYWISE OREGON INC operates as a Public Charity. The organization reported $351K in revenue, $92K in expenses, $259K in total assets for fiscal year 2024.
EIN: 208308021
Coos Bay, OR
Adult & Child Matching Programs
NTEE: O30
Latest filing: 2024
Total Revenue$351K
Total Expenses$92K
Total Assets$259K
Grant Records0
Filing Years2024
Where $100 goes at Moneywise Oregon Inc
How Moneywise Oregon Inc divides every $100 it spends, from its own Form 990 filings.
$100
Programs
the work itself
<$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $100 for programs
$100
Providing free tax preparation services for those with income less than $75,000 per year
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
President & CEO
Daniel Mcavoy
Board Secretary
Linnea Kircher
Board Member
Lorna Wolvin
Board Member
Mary Ann Babb
Board President
Michelle Martin
Board Treasurer
Sara Kimball
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $351K | $92K | $259K |
Interactive year-over-year charts and full filing details available with membership.