OREGON BUSINESS & INDUSTRY ASSOCIATION RESEARCH AND EDUCATION FOUNDATION (EIN 061709222) - 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

1975

Legal Domicile

Principal Officer

ANGELA WILHELMS

Phone

5035880050

Tax Period

2024-01-01 to 2024-12-31

OREGON BUSINESS & INDUSTRY ASSOCIATION RESEARCH AND EDUCATION FOUNDATION, founded in 1975, is a small nonprofit in the Community Improvement sector that reported $188K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $405K exceeded revenue, resulting in a 115% operating deficit.

Mission

POLICY RESEARCH AND EDUCATION RELATING TO OREGON'S BUSINESSES AND ECONOMIC PROSPERITY

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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 $183,904

Program Service Revenue $0

Investment Income $4,451

Other Revenue $0

TOTAL REVENUE $188,355

Expense Breakdown

Grants Paid $29,995

Salaries & Benefits $0

Fundraising Expenses $27,529

Program Expenses $209,224

Other Expenses $374,667

TOTAL EXPENSES $404,662

Year-over-Year Comparison

	2024	2023	Change
Revenue	$188,355	$212,275	-0.1%
Expenses	$404,662	$180,660	+1.2%
Net Income	$-216,307	$31,615	-7.8%

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

$389,416

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CALLI DALY	CHAIR	1.00	Officer Director	$0	$0	$0
HOWARD D WERTH	SECRETARY & TREASURER	1.00	Officer Director	$0	$0	$0
JACK ISSELMANN	TRUSTEE	1.00	Director	$0	$0	$0
CARLY RITER	TRUSTEE	1.00	Director	$0	$0	$0
DUNCAN WYSE	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW HERMANN	TRUSTEE	1.00	Director	$0	$0	$0
DOUG BADGER	TRUSTEE	1.00	Director	$0	$0	$0
ANGELA WILHELMS	PRESIDENT & CEO	3.00	Officer	$0	$26,587	$389,416

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	$188,355	$404,662	$105,819	$-216,307
2023	$212,275	$180,660	$313,094	$31,615
2022	$366,250	$262,982	$270,121	$103,268
2021	$192,657	$204,276	$258,321	$-11,619
2020	$356,560	$304,255	$195,119	$52,305

OREGON BUSINESS & INDUSTRY ASSOCIATION RESEARCH AND EDUCATION FOUNDATION