OREGON CHARTER ACADEMY (EIN 202587840) - 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

2005

Legal Domicile

Principal Officer

JOSEPH BROWN

Phone

5038972272

Tax Period

2024-07-01 to 2025-06-30

OREGON CHARTER ACADEMY, founded in 2005, is a mid-sized nonprofit in the Education sector that reported $34.8M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $5.7M, a strong 16% operating margin.

Mission

OPERATION OF A PUBLIC CHARTER SCHOOL.

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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 $34,022,160

Program Service Revenue $3,752

Investment Income $659,711

Other Revenue $142,277

TOTAL REVENUE $34,827,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,249,810

Fundraising Expenses $0

Program Expenses $13,669,729

Other Expenses $9,901,610

TOTAL EXPENSES $29,151,420

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,827,900	$31,199,495	+0.1%
Expenses	$29,151,420	$27,714,290	+0.1%
Net Income	$5,676,480	$3,485,205	+0.6%

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

171

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

$449,209

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON GALVIN	EXECUTIVE DIRECTOR	50.00	Officer	$187,579	$81,777	$269,356
STEVE NIELSEN	CURRENT DIRECTOR OF FINANCE	50.00	Officer	$132,378	$47,475	$179,853
LAURA DILLON	MEMBER	1.00	Director	$0	$0	$0
JOSEPH BROWN	PRESIDENT	1.00	Officer Director	$0	$0	$0
KIM THATCHER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MISTY GALOFTEANU	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER BRADY	SECRETARY	1.00	Officer 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	$34,827,900	$29,151,420	$45,535,875	$5,676,480
2024	$31,199,495	$27,714,290	$38,515,175	$3,485,205
2023	$27,452,018	$27,463,114	$35,195,652	$-11,096
2022	$31,444,499	$31,646,533	$33,957,542	$-202,034
2021	$48,211,726	$39,074,936	$32,899,516	$9,136,790
2019	$39,248,582	$38,098,873	$17,707,246	$1,149,709

OREGON CHARTER ACADEMY