OREGON ASSOCIATION OF TAX CONSULTA… - Form 990 Financial Data

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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

1972

Legal Domicile

Principal Officer

JOANNE VETTER

Tax Period

2022-07-01 to 2023-06-30

OREGON ASSOCIATION OF TAX CONSULTANTS, founded in 1972, is a small nonprofit that reported $186K in total revenue in fiscal year 2022. Revenue surged 32% from the prior year, signaling strong growth momentum.

Mission

PROVIDE NETWORKING OPPORTUNITIES AND PROVIDE AFFORDABLE EDUCATION

Program Service Accomplishments

Program 1

Expenses: $124,734 Revenue: $129,250

TO PROVIDE OPERATING FUNDS THE ORGANIZATION PROVIDES 4 ANNUAL STATEWIDE TAX RELATED SEMINARS PRIMARILY FOR ITS MEMBERS BUT NONMEMBERS MAY ATTEND ALSO. TWO ARE STATEWIDE SEMINARS HELD IN VARIOUS...

TO PROVIDE OPERATING FUNDS THE ORGANIZATION PROVIDES 4 ANNUAL STATEWIDE TAX RELATED SEMINARS PRIMARILY FOR ITS MEMBERS BUT NONMEMBERS MAY ATTEND ALSO. TWO ARE STATEWIDE SEMINARS HELD IN VARIOUS LOCATIONS, ONE IS THE SUPER STAR SEMINAR HELD IN WILSONVILLE AND ONE IS THE ANNUAL CONVENTION ALSO HELD IN VARIOUS LOCATIONS THROUGHOUT OREGON. IN ADDITION, EACH CHAPTER, LOCATED IN VARIOUS CITIES IN OREGON, PROVIDES EDUCATION ON A REGULAR BASIS, MONTHLY OR SEMIMONTHLY, FOR ITS CHAPTER MEMBERS. THE ORGANIZATION PROVIDES ITS MEMBERS WITH THE OPPORTUNITY TO GET MANY OF THEIR REQUIRED CONTINUING EDUCATION HOURS TROUGH THEIR LOCAL CHAPTERS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $56,287

Program Service Revenue $125,818

Investment Income $236

Other Revenue $3,196

TOTAL REVENUE $185,537

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,612

Fundraising Expenses $0

Program Expenses $124,734

Other Expenses $134,075

TOTAL EXPENSES $182,687

Year-over-Year Comparison

	2022	2021	Change
Revenue	$185,537	$140,743	+0.3%
Expenses	$182,687	$146,817	+0.2%
Net Income	$2,850	$-6,074	-1.5%

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

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

$45,125

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA MUSSON	DIRECTOR	40.00	Director	$35,568	$9,557	$45,125
SUSAN HIGH	1ST VP	2.00	Officer Director	$0	$0	$0
ANN BERNTON	2ND vp	4.00	Officer Director	$0	$0	$0
COLLEEN CANDEE	3RD VP	4.00	Officer Director	$0	$0	$0
JOANNE VETTER	PRESIDENT	8.00	Officer Director	$0	$0	$0
PATRICIA LOGAN	PAST PRESIDENT	8.00	Officer Director	$0	$0	$0
MARY FLETCHER	SECRETARY	4.00	Officer Director	$0	$0	$0
TERESA HECTOR	TREASURER	2.00	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
2023	$185,537	$182,687	$274,522	$2,850
2022	$140,743	$146,817	$271,264	$-6,074
2021	$128,626	$144,378	$289,371	$-15,752
2020	$161,965	$161,119	$331,599	$846
2019	$204,089	$208,111	$347,303	$-4,022
2018	$232,615	$221,180	$332,240	$11,435

OREGON ASSOCIATION OF TAX CONSULTANTS