OREGON COMMUNITY BROKERAGES (EIN 274492405) - 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

2011

Legal Domicile

Principal Officer

Laura Noppenberger

Phone

5413873600

Tax Period

2023-07-01 to 2024-06-30

OREGON COMMUNITY BROKERAGES, founded in 2011, is a small nonprofit in the Health Care sector that reported $223K in total revenue in fiscal year 2023. The organization ran a surplus of $58K, a strong 26% operating margin.

Mission

Proudly representing the fourteen community-led brokerages serving nearly 7,500 Oregonians with disabilities. OCB brokerages work together to find, identify, and respond to our local and statewide community needs with innovative and creative solutions.

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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 (2023)

Revenue Breakdown

Contributions & Grants $223,104

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $223,104

Expense Breakdown

Grants Paid $0

Salaries & Benefits $115,583

Fundraising Expenses $0

Program Expenses $165,354

Other Expenses $49,771

TOTAL EXPENSES $165,354

Year-over-Year Comparison

	2023	2022	Change
Revenue	$223,104	$211,111	+0.1%
Expenses	$165,354	$192,402	-0.1%
Net Income	$57,750	$18,709	+2.1%

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

Governance

Voting Members

Independent Members

Employees

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

$105,773

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katie Rose	Executive Director	40	Key Emp Highest	$105,773	$0	$105,773
Jennifer Santiago	President	1	Officer	$0	$0	$0
Sarah Noack	Vice-President	1	Officer	$0	$0	$0
Laura Noppenberger	Treasurer/Secretary	1	Officer	$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	No data	No data	No data	No data
2024	$223,104	$165,354	$185,934	$57,750
2023	$211,111	$192,402	$128,161	$18,709

OREGON COMMUNITY BROKERAGES