OREGON TRIO ASSOCIATION

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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

Oregon TRIO Association (OTA) was founded in 2000 to increase the number of low-income, first-generation, underrepresented, and disabled student populations in higher education. OTA advocates for its TRIO programs and students at the Congressional level provides professional development opportunities for members and students in Oregon, connects community resources to students, and offers grant writing support to ensure the sustainability of its programs by the US Department of Education.

Program Service Accomplishments

Program 1

Expenses: $336,964 Revenue: $486,236

TRIO program support. Oregon TRIO Association works with 47 federal TRIO grants throughout Oregon and supports those organizations through professional development opportunities, networking events...

TRIO program support. Oregon TRIO Association works with 47 federal TRIO grants throughout Oregon and supports those organizations through professional development opportunities, networking events, grant support, workshops, and providing program expertise.

Program 2

Expenses: $104,516 Revenue: $40,504

Student Enrichment Services. The Oregon TRIO Association provides opportunities and resources for TRIO students throughout Oregon in an effort to aid in their pursuit of completing post-secondary...

Student Enrichment Services. The Oregon TRIO Association provides opportunities and resources for TRIO students throughout Oregon in an effort to aid in their pursuit of completing post-secondary education. Examples include workshops, conferences, travel abroad support, technology support, and events to support alumni.

Program 3

Expenses: $112,442 Revenue: $90,114

Student Scholarships. The Oregon TRIO Association looks to support TRIO students through direct scholarships to help cover the costs of post-secondary education.

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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