SPOON FOUNDATION

EIN: 260712302 501(c)(3) Human Services

PORTLAND, OR

Total Revenue
$1,256,771
Total Expenses
$1,225,540
Total Assets
$656,038
Net Assets
$395,495
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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
2008
Legal Domicile
OR
Principal Officer
CAROLYN MILES
Phone
5039542524
Tax Period
2023-10-01 to 2024-09-30

SPOON FOUNDATION, founded in 2008, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

SPOON IS THE ONLY ORGANIZATION WITH THE MISSION TO ELIMINATE MALNUTRITION FOR CHILDREN WITH DISABILITIES AND CHILDREN WITHOUT FAMILY CARE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,235,411
Program Service Revenue $61,954
Investment Income $371
Other Revenue $-40,965
TOTAL REVENUE $1,256,771

Expense Breakdown

Grants Paid $113,650
Salaries & Benefits $759,281
Fundraising Expenses $213,389
Program Expenses $861,526
Other Expenses $352,609
TOTAL EXPENSES $1,225,540

Year-over-Year Comparison

2023 2022 Change
Revenue $1,256,771 $1,336,542 -0.1%
Expenses $1,225,540 $1,545,867 -0.2%
Net Income $31,231 $-209,325 -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

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Governance

Voting Members
20
Independent Members
19
Employees
14
Volunteers
31

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
6
$145,542
Total Directors
24
$119,939
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MISHELLE RUDZINSKI CO-FOUNDER, TRUSTEE, & EXECUTIVE DIRECTOR 40.00
Officer Director
$109,824 $10,115 $119,939
EMILY BROD VP, FINANCE & OP (ACTIVE 8/16-12/31) 32.00
Officer
$24,903 $700 $25,603
LUIS JON BALDIVIESO DIRECTOR OF PRODUCTS AND SERVICES 40.00
Highest
$103,222 $10,958 $114,180
CINDY KAPLAN CHAIR 2.00
Officer Director
$0 $0 $0
ANA RAU VICE-CHAIR 2.00
Officer Director
$0 $0 $0
SUSAN SHANK TREASURER 2.00
Officer Director
$0 $0 $0
PHILIPPA MEAGHER SECRETARY 2.00
Officer Director
$0 $0 $0
CAROLYN MILES CHAIR ELECT 2.00
Director
$0 $0 $0
JOHN ORDWAY CHAIR EMERITUS 2.00
Director
$0 $0 $0
AUDREY HEFFRON TRUSTEE (10/1/23-5/14/24) 0.50
Director
$0 $0 $0
ROB BARNETTE TRUSTEE (10/1/23-2/6/24) 0.50
Director
$0 $0 $0
DANA JOHNSON TRUSTEE 0.50
Director
$0 $0 $0
SUSAN HAYES TRUSTEE 0.50
Director
$0 $0 $0
DOUGLAS TAREN TRUSTEE 0.50
Director
$0 $0 $0
MARK ADDICKS TRUSTEE 0.50
Director
$0 $0 $0
LEELA BLACK TRUSTEE (10/1/23-5/14/24) 0.50
Director
$0 $0 $0
ERIC EVANS TRUSTEE 0.50
Director
$0 $0 $0
NAVGEET KING ZED TRUSTEE 0.50
Director
$0 $0 $0
JUAN COBEAS TRUSTEE 0.50
Director
$0 $0 $0
KEITH DOKHO TRUSTEE 0.50
Director
$0 $0 $0
KIM BAILEY TRUSTEE (7/10/24 TO PRESENT) 0.50
Director
$0 $0 $0
SUE HARRISON TRUSTEE (11/3/23 TO PRESENT) 0.50
Director
$0 $0 $0
TANYA KAANTA TRUSTEE (7/10/24 TO PRESENT) 0.50
Director
$0 $0 $0
KELLIE LIM TRUSTEE (5/14/24 TO PRESENT) 0.50
Director
$0 $0 $0
HOLLY PRIESTNER TRUSTEE (5/14/24 TO PRESENT) 0.50
Director
$0 $0 $0
MICHELLE TUBBS TRUSTEE (11/3/23-7/16/24) 0.50
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 $1,256,771 $1,225,540 $656,038 $31,231
2023 $1,336,542 $1,545,867 $632,792 $-209,325
2022 $1,501,696 $1,499,554 $866,147 $2,142
2021 $1,387,329 $1,314,104 $833,673 $73,225
2020 $892,706 $1,203,314 $739,995 $-310,608
2019 $1,175,801 $1,140,470 $794,720 $35,331
2018 $1,318,226 $1,045,360 $807,627 $272,866
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