ORION PREVENTION INFORMATION AND EDUCATION INC (EIN 020514392) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

HEIDI PATTEN

Phone

6038639605

Tax Period

2023-07-01 to 2024-06-30

ORION PREVENTION INFORMATION AND EDUCATION INC, founded in 2002, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2023. The organization ran a surplus of $219K, a strong 20% operating margin.

Mission

PROVIDE SUPPORT AND MANAGEMENT SERVICES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,009

Program Service Revenue $1,090,192

Investment Income $348

Other Revenue $0

TOTAL REVENUE $1,100,549

Expense Breakdown

Grants Paid $0

Salaries & Benefits $600,834

Fundraising Expenses $0

Program Expenses $828,874

Other Expenses $281,033

TOTAL EXPENSES $881,867

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,100,549	$1,051,101	+0.0%
Expenses	$881,867	$797,385	+0.1%
Net Income	$218,682	$253,716	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE GOUIN	BOARD MEMBER	N/A	Officer Director	$0	$0	$0
SALLY PUTONEN	BOARD MEMBER	N/A	Officer Director	$0	$0	$0
DAVID COLTER	VICE PRESIDE	N/A	Officer	$0	$0	$0
RACHEL MCCLEARY	SECRETARY/TR	N/A	Officer	$0	$0	$0
HEIDI PATTEN	PRESIDENT	N/A	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,100,549	$881,867	$2,915,279	$218,682
2023	$1,051,101	$797,385	$2,701,456	$253,716
2022	$1,004,658	$823,649	$2,485,729	$181,009
2021	$900,709	$762,855	$2,372,008	$137,854
2020	$898,848	$817,721	$2,527,534	$81,127
2019	$950,097	$705,055	$2,685,370	$245,042
2018	$906,731	$488,531	$2,412,904	$418,200

ORION PREVENTION INFORMATION AND EDUCATION INC