Oregon Homecare Workers Supplemental Trust (EIN 463915049) - 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

2013

Legal Domicile

Principal Officer

MELISSA UNGER

Phone

2068592642

Tax Period

2023-01-01 to 2023-12-31

Oregon Homecare Workers Supplemental Trust, founded in 2013, is a mid-sized nonprofit in the Health Care sector that reported $43.9M in total revenue in fiscal year 2023.

Mission

PROVIDE ASSISTANCE REGARDING HEALTH RELATED BENEFITS TO PARTICIPANTS.

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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 $0

Program Service Revenue $43,035,327

Investment Income $910,642

Other Revenue $0

TOTAL REVENUE $43,945,969

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $10,311,053

TOTAL EXPENSES $48,113,498

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,945,969	$46,048,597	0.0%
Expenses	$48,113,498	$48,673,496	0.0%
Net Income	$-4,167,529	$-2,624,899	+0.6%

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
Melissa Unger	Chair	1.0	Officer Director	$0	$0	$0
joy'e willman	Trustee	1.0	Director	$0	$0	$0
Rebecca Sandoval	Secretary	1.0	Director	$0	$0	$0
ANGELA JELLEY	TRUStee	1.0	Director	$0	$0	$0
CRISTAL DEJARNAC	TRustee	1.0	Director	$0	$0	$0
CRISTINA AVILES	TRustee	1.0	Director	$0	$0	$0
JOSEFINA RIGGS	TRustee	1.0	Director	$0	$0	$0
VANESSA HERRIOTT	TRUSTEE	1.0	Director	$0	$0	$0
SEE SCH O FOR COMPENSATION	PAID BY RELATED ORGANIZATIONS	0.0	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	No data	No data	No data	No data
2023	$43,945,969	$48,113,498	$45,224,750	$-4,167,529
2022	$46,048,597	$48,673,496	$50,743,277	$-2,624,899
2021	$49,144,611	$53,877,422	$56,664,875	$-4,732,811
2020	$33,359,166	$51,458,113	$58,623,928	$-18,098,947
2019	$36,402,312	$44,388,229	$73,927,493	$-7,985,917
2018	$48,168,611	$38,544,510	$79,601,816	$9,624,101

Oregon Homecare Workers Supplemental Trust