OAK RIDGE ECONOMIC PARTNERSHIP (EIN 030390362) - 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

CHRISTINE MICHAELS

Phone

8654831321

Tax Period

2023-01-01 to 2023-12-31

OAK RIDGE ECONOMIC PARTNERSHIP, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $175K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $98K, a strong 56% operating margin.

Mission

TO PROMOTE ECONOMIC DEVELOPMENT

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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 $175,075

Program Service Revenue $0

Investment Income $140

Other Revenue $0

TOTAL REVENUE $175,215

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,420

Fundraising Expenses $0

Program Expenses $76,937

Other Expenses $15,523

TOTAL EXPENSES $76,943

Year-over-Year Comparison

	2023	2022	Change
Revenue	$175,215	$151,365	+0.2%
Expenses	$76,943	$118,738	-0.4%
Net Income	$98,272	$32,627	+2.0%

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

N/A

Volunteers

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
WARREN GOOCH	BOARD MEMBER	N/A	Director	$0	$0	$0
RANDY HEMANN	BOARD MEMBER	N/A	Director	$0	$0	$0
CHRISTINE MICHAELS	EXECUTIVE DI	N/A	Officer Director	$0	$0	$0
IVAN BOATNER	BOARD MEMBER	N/A	Director	$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
2024	No data	No data	No data	No data
2023	$175,215	$76,943	$226,134	$98,272
2022	$151,365	$118,738	$127,862	$32,627
2021	$131,250	$152,620	$95,236	$-21,370
2020	$87,637	$135,928	$116,606	$-48,291
2019	$160,000	$147,515	$149,403	$12,485
2018	$178,000	$203,248	$137,033	$-25,248

OAK RIDGE ECONOMIC PARTNERSHIP