OREGON TRIO ASSOCIATION (EIN 272616442) - 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

2010

Legal Domicile

Principal Officer

MATT BISEK

Phone

9719889506

Tax Period

2025-01-01 to 2025-12-31

OREGON TRIO ASSOCIATION, founded in 2010, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $197K, a strong 19% operating margin.

Mission

Growing and supporting Oregon TRIO programs, staff, and students.

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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 (2025)

Revenue Breakdown

Contributions & Grants $562,922

Program Service Revenue $446,218

Investment Income $18,950

Other Revenue $0

TOTAL REVENUE $1,028,090

Expense Breakdown

Grants Paid $63,350

Salaries & Benefits $325,613

Fundraising Expenses $0

Program Expenses $553,922

Other Expenses $441,642

TOTAL EXPENSES $830,605

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,028,090	$941,797	+0.1%
Expenses	$830,605	$785,121	+0.1%
Net Income	$197,485	$156,676	+0.3%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW BISEK	Executive Director	40	Highest	$128,526	$0	$128,526
CHRISTINE RIEHL	PAST-PRESIDENT	2	Officer Director	$0	$0	$0
NAOMI MCCREARY	PRESIDENT	2	Officer Director	$0	$0	$0
ASHLEY ECHANG	TREASURER	2	Officer Director	$0	$0	$0
CLAUDIA MENDEZ	DISTRICT 1 REP	2	Director	$0	$0	$0
CHARLOTTE WAITE	DISTRICT 2 REP	2	Director	$0	$0	$0
ERIK RUCH	DISTRICT 3 REP	2	Director	$0	$0	$0
CHRISTOPHER SOLARIO	DISTRICT 6 REP	2	Director	$0	$0	$0
SHARI SHOOHS	COMMUNICATIONS REP	2	Director	$0	$0	$0
BRIANNA ECK	ALUMNI REP	2	Director	$0	$0	$0
AMY DAVILA-KLAUTZSCH	DISTRICT 5 REP	2	Director	$0	$0	$0
JUAN NAVARRO	DISTRICT 4 REP	2	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
2025	$1,028,090	$830,605	$657,767	$197,485
2024	$941,797	$785,121	$457,514	$156,676
2023	$569,373	$637,915	$302,161	$-68,542
2022	$138,920	$643,184	$369,426	$-504,264
2021	$1,061,010	$230,435	$873,087	$830,575

OREGON TRIO ASSOCIATION