MEDFORD PARKS & RECREATION FOUNDATION (EIN 203488320) - 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

RAUL WOERNER

Phone

5413010643

Tax Period

2024-07-01 to 2025-06-30

MEDFORD PARKS & RECREATION FOUNDATION, founded in 2005, is a micro nonprofit in the Recreation & Sports sector that reported $52K in total revenue in fiscal year 2024. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $65K exceeded revenue, resulting in a 25% operating deficit.

Mission

SUPPORT LEISURE SERVICES PLAN - CITY OF MEDFORD

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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 $8,102

Program Service Revenue $10,077

Investment Income $17,890

Other Revenue $15,741

TOTAL REVENUE $51,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $13,841

Program Expenses $4,180

Other Expenses $64,686

TOTAL EXPENSES $64,686

Year-over-Year Comparison

	2024	2023	Change
Revenue	$51,810	$210,894	-0.8%
Expenses	$64,686	$100,909	-0.4%
Net Income	$-12,876	$109,985	-1.1%

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
JOE BRETT	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN SJOTHUN	SECRETARY	1.00	Director	$0	$0	$0
MASON CARHART	DIRECTOR	1.00	Director	$0	$0	$0
JULIAN CORDLE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
ZACH JAMIESON	TREASURER	1.00	Officer	$0	$0	$0
RAUL WOERNER	PRESIDENT	2.00	Officer	$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	$51,810	$64,686	$446,033	$-12,876
2024	No data	No data	No data	No data
2019	$357,273	$365,536	$198,257	$-8,263

MEDFORD PARKS & RECREATION FOUNDATION