MONEYWISE OREGON INC (EIN 208308021) - 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

2013

Legal Domicile

Principal Officer

Daniel McAvoy

Phone

5416705054

Tax Period

2024-01-01 to 2024-12-31

MONEYWISE OREGON INC, founded in 2013, is a small nonprofit in the Youth Development sector that reported $351K in total revenue in fiscal year 2024. The organization ran a surplus of $259K, a strong 74% operating margin.

Mission

By providing free tax preparation, IP PIN retrieval assistance, and financial empowerment and education for those with low to moderate income we seek to remove economic and situational barriers to financial stability for rural and underserved communities throughout the state of Oregon.

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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 $350,000

Program Service Revenue $0

Investment Income $902

Other Revenue $0

TOTAL REVENUE $350,902

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,311

Fundraising Expenses $0

Program Expenses $91,683

Other Expenses $8,372

TOTAL EXPENSES $91,683

Year-over-Year Comparison

	2024	2023	Change
Revenue	$350,902	N/A	N/A
Expenses	$91,683	N/A	N/A
Net Income	$259,219	$0	N/A

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

Total Directors

Key Employees

$46,978

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel McAvoy	President & CEO	50	Key Emp Highest	$46,978	$0	$46,978
Michelle Martin	Board President	0	Officer	$0	$0	$0
Simon Alonzo	Board Vice-President	0	Officer	$0	$0	$0
Linnea Kircher	Board Secretary	0	Officer	$0	$0	$0
Sara Kimball	Board Treasurer	0	Officer	$0	$0	$0
Mary Ann Babb	Board Member	0	Officer	$0	$0	$0
Lorna Wolvin	Board Member	0	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
2024	$350,902	$91,683	$259,219	$259,219

MONEYWISE OREGON INC