THE ABBEY FOUNDATION OF OREGON (EIN 043703021) - 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

PHILIP WAIBEL

Phone

5038453052

Tax Period

2024-07-01 to 2025-06-30

THE ABBEY FOUNDATION OF OREGON, founded in 2002, is a community nonprofit that reported $6.0M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $1.1M, a strong 19% operating margin.

Mission

TO PROMOTE THE FINANCIAL VITALITY OF MOUNT ANGEL ABBEY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,451,146

Program Service Revenue $0

Investment Income $1,889,228

Other Revenue $703,003

TOTAL REVENUE $6,043,377

Expense Breakdown

Grants Paid $4,039,507

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,039,507

Other Expenses $876,511

TOTAL EXPENSES $4,916,018

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,043,377	$7,304,348	-0.2%
Expenses	$4,916,018	$5,381,761	-0.1%
Net Income	$1,127,359	$1,922,587	-0.4%

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
JIM ZUICHES	PRESIDENT	1.00	Officer Director	$0	$0	$0
DONALD WILLIAMS	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
REX WARDLOW	SECRETERY	1.00	Officer Director	$0	$0	$0
REV PHILIP WAIBEL OSB	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN LIMB	PAST-PRESIDENT	1.00	Officer Director	$0	$0	$0
ABBOT JEREMY DRISCOLL OSB	EX OFFICIO	1.00	Director	$0	$0	$0
SISTER ADELE MARIE ALTENHOFEN SSM	TRUSTEE	1.00	Director	$0	$0	$0
MARK BECKIUS	TRUSTEE	1.00	Director	$0	$0	$0
JOHN CALLEGARI	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER EPPING	TRUSTEE	1.00	Director	$0	$0	$0
KIMBALL FERRIS	TRUSTEE	1.00	Director	$0	$0	$0
PAULETTE FURNESS	TRUSTEE	1.00	Director	$0	$0	$0
SALLY KILLGORE	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH JOE PSZERACKI	TRUSTEE	1.00	Director	$0	$0	$0
CLAIRE SCHULTE CPA	TRUSTEE	1.00	Director	$0	$0	$0
TERESA TOLENTO	TRUSTEE	1.00	Director	$0	$0	$0
ANNE YOO	TRUSTEE	1.00	Director	$0	$0	$0
PAUL ZOLLNER	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM ZUELKE	TRUSTEE	1.00	Director	$0	$0	$0
LYNN CAYANUS JONES	TRUSTEE	1.00	Director	$0	$0	$0
PAUL KELLER	TRUSTEE	1.00	Director	$0	$0	$0
REV CHARLES WOOD	TRUSTEE	1.00	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
2025	$6,043,377	$4,916,018	$59,864,799	$1,127,359
2024	No data	No data	No data	No data
2023	$8,994,095	$4,938,061	$45,667,996	$4,056,034
2023	$8,994,095	$4,938,061	$45,667,996	$4,056,034
2022	$6,704,016	$3,516,094	$41,025,163	$3,187,922
2021	$8,669,603	$6,620,810	$43,908,598	$2,048,793
2020	$6,390,650	$4,997,372	$36,678,775	$1,393,278
2019	$8,071,928	$18,547,406	$35,104,603	$-10,475,478
2018	$10,544,606	$8,492,783	$41,532,762	$2,051,823

THE ABBEY FOUNDATION OF OREGON