Oregon Chapter American College of Cardiology Education Foundation (EIN 205915188) - 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

2006

Legal Domicile

Principal Officer

Ed Toggart MD FACC

Phone

5033459294

Tax Period

2024-01-01 to 2024-12-31

Oregon Chapter American College of Cardiology Education Foundation, founded in 2006, is a small nonprofit in the Diseases & Disorders sector that reported $201K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 18% operating margin.

Mission

To build a cohesive Cardiovascular community throughout the State of Oregon, in order to locally promote education, research, use of guidelines and influence health care policy.

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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 $8,500

Program Service Revenue $181,217

Investment Income $0

Other Revenue $11,490

TOTAL REVENUE $201,207

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,865

Other Expenses $165,340

TOTAL EXPENSES $165,340

Year-over-Year Comparison

	2024	2023	Change
Revenue	$201,207	$147,165	+0.4%
Expenses	$165,340	$171,170	0.0%
Net Income	$35,867	$-24,005	-2.5%

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

N/A

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
Saurabh Gupta MD FACC	President	2.50	Officer Director	$0	$0	$0
Ty Gluckman MD FACC	Past President	2.50	Officer Director	$0	$0	$0
Alan Morasch CAE	Sec'y/Treasurer	15.00	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
2024	$201,207	$165,340	$307,463	$35,867

Oregon Chapter American College of Cardiology Education Foundation