OREGON CITY LIBRARY FOUNDATION (EIN 264235672) - 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

2009

Legal Domicile

Principal Officer

KAREN MARTINI

Phone

5038066630

Tax Period

2018-01-01 to 2018-12-31

OREGON CITY LIBRARY FOUNDATION, founded in 2009, is a micro nonprofit in the Education sector that reported $25K in total revenue in fiscal year 2018. Revenue decreased 19% compared to the prior year. Expenses of $37K exceeded revenue, resulting in a 44% operating deficit.

Mission

THE OREGON CITY LIBRARY FOUNDATION IS AN OREGON NONPROFIT CORPORATION DEDICATED TO RAISING FUNDS FOR THE OREGON CITY LIBRARY. THE FOUNDATION IS CURRENTLY ENGAGED IN ENLISTING VOLUNTEERS. THE FOUNDATION PLANS TO UTILIZE VOLUNTEERS IN HELPING IT SET UP AN INFORMATIONAL WEBSITE THAT WILL BOTH RAISE AWARENESS OF THE NEEDS OF THE LIBRARY IN ADDITION TO HELPING THE FOUNDATION RAISE FUNDS TO MEET THOSE NEEDS. THE FOUNDATION WILL SOLICIT FUNDS THROUGH THE FOLLOWING METHODS: MAIL, E-MAIL, PERSONAL SOLICITATIONS, AND PHONE SOLICITATIONS. THE FOUNDATION WILL ALSO ENGAGE IN WRITING GRANTS THAT WILL SOLICIT SUPPORT FROM GOVERNMENT, BUSINESS AND PRIVATE ENTITIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $23,789

Program Service Revenue $0

Investment Income $1,595

Other Revenue $0

TOTAL REVENUE $25,384

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $893

Program Expenses $33,250

Other Expenses $36,620

TOTAL EXPENSES $36,620

Year-over-Year Comparison

	2018	2017	Change
Revenue	$25,384	$31,313	-0.2%
Expenses	$36,620	$312,626	-0.9%
Net Income	$-11,236	$-281,313	-1.0%

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
HARRYETTE SHUELL	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA VANHAVERBEKE	TREASURER	10.00	Officer Director	$0	$0	$0
KAREN MARTINI	SECRETARY	15.00	Officer Director	$0	$0	$0
PAM BLOOM	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
GLENDA SAUNDERS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISSA KRUGER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARILYN RUDIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAN WALLINDER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAPHNE WUEST	BOARD MEMBER	1.00	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
2018	$25,384	$36,620	$183,025	$-11,236

OREGON CITY LIBRARY FOUNDATION