CLACKAMAS HERITAGE PARTNERS (EIN 201421190) - 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

2004

Legal Domicile

Principal Officer

DAN FOWLER

Phone

5036579336

Tax Period

2023-01-01 to 2023-12-31

CLACKAMAS HERITAGE PARTNERS, founded in 2004, is a small nonprofit in the Arts, Culture & Humanities sector that reported $323K in total revenue in fiscal year 2023. Revenue surged 119% from the prior year, signaling strong growth momentum.

Mission

TO PRESERVE THE HERITAGE, EDUCATE THE PUBLIC, AND INTERPRET THE HISTORY OF THE OREGON TERRITORY, CLACKAMAS COUNTY, AND OREGON CITY, THE WESTERN TERMINUS OF THE OREGON TRAIL.

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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 $76,457

Program Service Revenue $204,722

Investment Income $1,070

Other Revenue $40,792

TOTAL REVENUE $323,041

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $216,892

Fundraising Expenses $0

Program Expenses $256,239

Other Expenses $115,863

TOTAL EXPENSES $340,755

Year-over-Year Comparison

	2023	2022	Change
Revenue	$323,041	$147,204	+1.2%
Expenses	$340,755	$200,335	+0.7%
Net Income	$-17,714	$-53,131	-0.7%

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

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

$41,667

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN FOWLER	CHAIR	4.00	Officer Director	$0	$0	$0
FREDA BEAL	SECRETARY	1.00	Officer Director	$0	$0	$0
LOWELL MILES	TREASURER THRU JAN 2023	1.00	Officer Director	$0	$0	$0
WADE BYERS	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE COHEN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT GUPTILL	DIRECTOR	1.00	Director	$0	$0	$0
JACK HAMMOND	DIRECTOR THRU MAY 2023	1.00	Director	$0	$0	$0
MARILYN MORRISSEY	DIRECTOR	1.00	Director	$0	$0	$0
ROCKY SMITH JR	DIRECTOR	1.00	Director	$0	$0	$0
JON GEORGE	DIRECTOR	1.00	Director	$0	$0	$0
SIOBHAN OCONNOR-GWOZDZ	TREASURER AS OF FEB 2023	1.00	Officer Director	$0	$0	$0
GAIL YAZZOLINO	EXECUTIVE DIRECTOR	30.00	Officer	$41,667	$0	$41,667

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	$323,041	$340,755	$463,437	$-17,714
2022	$147,204	$200,335	$472,322	$-53,131
2021	$36,147	$124,832	$534,632	$-88,685
2020	$94,882	$94,100	$609,914	$782
2019	$341,436	$282,897	$604,226	$58,539
2018	$373,354	$319,288	$537,760	$54,066

CLACKAMAS HERITAGE PARTNERS