OREGON EXPND LEARNING PARTNERSHIP (EIN 331863320) - 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

2024

Legal Domicile

Principal Officer

BRIDGET DAZEY

Phone

5035518390

Tax Period

2024-11-08 to 2025-06-30

OREGON EXPND LEARNING PARTNERSHIP, founded in 2024, is a small nonprofit in the Human Services sector that reported $382K in total revenue in fiscal year 2024. The organization ran a surplus of $95K, a strong 25% operating margin.

Mission

OUR MISSION IS TO SUPPORT, EXPAND, AND EDUCATE ON QUALITY EXPANDED LEARNING OPPORTUNITIES FOR CHILDREN, YOUTH, AND FAMILIES THROUGHOUT OREGON. WE ACCOMPLISH THIS THROUGH OUR PARTNERSHIPS WITH ORGANIZATIONS AT THE LOCAL, STATE AND NATIONAL LEVEL.

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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 (2024)

Revenue Breakdown

Contributions & Grants $303,921

Program Service Revenue $77,756

Investment Income $3

Other Revenue $0

TOTAL REVENUE $381,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $184,309

Fundraising Expenses $0

Program Expenses $40,272

Other Expenses $102,125

TOTAL EXPENSES $286,434

Year-over-Year Comparison

	2024	2023	Change
Revenue	$381,680	N/A	N/A
Expenses	$286,434	N/A	N/A
Net Income	$95,246	N/A	N/A

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
SUSAN ROWE	MEMBER	2.00	Director	$0	$0	$0
BENJAMIN LOSTHEART	MEMBER	2.00	Director	$0	$0	$0
ANNELEAH JAXEN	MEMBER	2.00	Director	$0	$0	$0
BRIDGET DAZEY	PRESIDENT	2.00	Officer	$0	$0	$0
DONALDA DOBSON	VICE PRESIDENT	2.00	Officer	$0	$0	$0
BETH UNVERZAGT	SECRETARY	2.00	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	$381,680	$286,434	$95,246	$95,246

OREGON EXPND LEARNING PARTNERSHIP