OREGON - UNIONS STATE WORKER TRAINING AND EDUCATION FUND (EIN 376706211) - 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

2020

Legal Domicile

Principal Officer

KATIE COOMBES

Phone

5033055148

Tax Period

2024-01-01 to 2024-12-31

OREGON - UNIONS STATE WORKER TRAINING AND EDUCATION FUND, founded in 2020, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum.

Mission

DELIVER CONSISTENT AND QUALITY EDUCATION IN BENEFITS, WELLNESS, AND EQUITY TO STATE EMPLOYEES.

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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 $0

Program Service Revenue $2,050,380

Investment Income $102

Other Revenue $0

TOTAL REVENUE $2,050,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,876,641

Other Expenses $2,090,160

TOTAL EXPENSES $2,090,160

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,050,482	$1,318,093	+0.6%
Expenses	$2,090,160	$1,929,455	+0.1%
Net Income	$-39,678	$-611,362	-0.9%

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

N/A

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
MIKE POWERS	TRUSTEE	1.0	Director	$0	$0	$0
JADE MCCREDY	TRUSTEE	1.0	Director	$0	$0	$0
SOPHORN CHEANG	TRUSTEE	1.0	Director	$0	$0	$0
TRAVIS BROUWER	CHAIRPERSON	1.0	Officer Director	$0	$0	$0
JENNIFER LI	TRUSTEE	1.0	Director	$0	$0	$0
GAIL LEVARIO	VICE CHAIR	1.0	Officer Director	$0	$0	$0
PHILIP SHILTS	CHAIRPERSON	1.0	Officer Director	$0	$0	$0
MELINDA GROSS	Trustee	1.0	Director	$0	$0	$0
JIM FRANKS	TRUSTEE	1.0	Director	$0	$0	$0
DR NAKEIA DANIELS	TRUSTEE	1.0	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
2024	$2,050,482	$2,090,160	$560,019	$-39,678
2023	$1,318,093	$1,929,455	$599,697	$-611,362
2022	$1,576,261	$1,325,391	$1,211,059	$250,870
2021	$1,535,138	$1,197,644	$960,189	$337,494
2020	$971,544	$348,849	$622,695	$622,695

OREGON - UNIONS STATE WORKER TRAINING AND EDUCATION FUND