OREGON CHEESE GUILD

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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

2006

Legal Domicile

Principal Officer

KATRINA BRAY

Phone

5037649927

Tax Period

2024-01-01 to 2024-12-31

OREGON CHEESE GUILD, founded in 2006, is a small nonprofit in the Community Improvement sector that reported $217K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring.

Mission

TO ENCOURAGE THE DEVELOPMENT OF CHEESEMAKING IN OREGON AND TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND BUSINESS EFFORTS IN CONNECTION THEREWITH.

Program Service Accomplishments

Program 1

CONSUMER EVENTS: DURING 2024, THE OREGON CHEESE FESTIVAL WAS HELD AT THE JACKSON COUNTY EXPO IN SOUTHERN OREGON. THERE WERE 3,300 ATTENDEES OVER TWO DAYS. IN THE FALL THE WEDGE IN PORTLAND, OREGON...

CONSUMER EVENTS: DURING 2024, THE OREGON CHEESE FESTIVAL WAS HELD AT THE JACKSON COUNTY EXPO IN SOUTHERN OREGON. THERE WERE 3,300 ATTENDEES OVER TWO DAYS. IN THE FALL THE WEDGE IN PORTLAND, OREGON HAD 1,200 ATTENDEES AND THE OREGON CHEESE FOR THE HOLIDAYS PROGRAM DISTRIBUTED 350 TASTING KITS.

Program 2

GENERAL MARKETING: DURING 2024 OCG CONTINUED TO INCREASE AWARENESS OF OREGON ARTISAN CHEESE THROUGH THE ORGANIZATION'S WEBSITE AND SOCIAL MEDIA PLATFORMS, AND BY DISTRIBUTING THE OREGON CHEESE TRAIL MAP. THE OREGON CHEESE MONTH CAMPAIGN HELD IN SEPTEMBER ENCOURAGED DISTRIBUTOR AND RETAIL PARTNERS TO FEATURE AND PROMOTE OREGON CHEESES THROUGHOUT THE MONTH, CREATE POINT-OF-SALE MATERIALS AND DISPLAYS, AND SAMPLE AND DEMONSTRATE OREGON CHEESES WHEN POSSIBLE. THE GUILD ALSO PARTICIPATED IN OUTSIDE INDUSTRY AND CONSUMER-FACING EVENTS TO REPRESENT THE OREGON CHEESE CATEGORY.

Program 3

EDUCATIONAL PROGRAMS, COMMUNICATIONS AND OPPORTUNITIES: THE OREGON CHEESE GUILD ORGANIZED CHEESEMAKER EDUCATION DAY IN CONJUCTION WITH THE FOOD SCIENCE DEPARTMENT AT OREGON STATE UNIVERSITY. THIS...

EDUCATIONAL PROGRAMS, COMMUNICATIONS AND OPPORTUNITIES: THE OREGON CHEESE GUILD ORGANIZED CHEESEMAKER EDUCATION DAY IN CONJUCTION WITH THE FOOD SCIENCE DEPARTMENT AT OREGON STATE UNIVERSITY. THIS CONFERENCE IS THE WEST COAST'S PREMIER EDUCATIONAL CONFERENCE FOR ARTISAN CHEESE INDUSTRY. OCG ALSO PRESENTED MEMBERS OPPORTUNITIES TO PARTICIPATE IN MULTIPLE EDUCATIONAL PROGRAMS IMPLEMENTED BY OTHER ORGANIZATION.

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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 $41,663

Program Service Revenue $171,097

Investment Income $2,799

Other Revenue $1,935

TOTAL REVENUE $217,494

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,000

Fundraising Expenses $0

Other Expenses $134,562

TOTAL EXPENSES $218,562

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,494	$273,002	-0.2%
Expenses	$218,562	$173,764	+0.3%
Net Income	$-1,068	$99,238	-1.0%

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

$84,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA OCHOA	PRESIDENT AND DIRECTOR	6.00	Officer Director	$0	$0	$0
SHAWN FELS	TREASURER AND DIRECTOR	4.00	Officer Director	$0	$0	$0
AIYAH GAIER	DIRECTOR	3.00	Director	$0	$0	$0
JEFF ADAMS	DIRECTOR	3.00	Director	$0	$0	$0
JILL ALLEN	DIRECTOR	3.00	Director	$0	$0	$0
MARC BATES	DIRECTOR	3.00	Director	$0	$0	$0
JIM HOFFMAN	DIRECTOR	3.00	Director	$0	$0	$0
MARGUERITE MERRITT	DIRECTOR	5.00	Director	$0	$0	$0
KAYE HARGROVE	DIRECTOR	3.00	Director	$0	$0	$0
EMILY DAVIDSON	DIRECTOR	3.00	Director	$0	$0	$0
KATRINA BRAY	EXECUTIVE DIRECTOR	30.00	Officer	$84,000	$0	$84,000

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	$217,494	$218,562	$214,659	$-1,068
2023	$273,002	$173,764	$215,727	$99,238
2022	$219,609	$223,516	$116,489	$-3,907
2021	$125,477	$131,101	$120,396	$-5,624
2020	$179,406	$160,441	$126,020	$18,965
2019	$275,215	$252,560	$107,073	$22,655
2018	$225,476	$225,395	$84,704	$81