OREGON TRAIL COMMUNITY FOUNDATION (EIN 470596705) - 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

1977

Legal Domicile

Principal Officer

DENNIS HADDEN

Phone

3086353393

Tax Period

2024-01-01 to 2024-12-31

OREGON TRAIL COMMUNITY FOUNDATION, founded in 1977, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.5M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $934K, a strong 26% operating margin.

Mission

COMMUNITY BETTERMENT

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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 $2,935,216

Program Service Revenue $108,301

Investment Income $415,826

Other Revenue $69,090

TOTAL REVENUE $3,528,433

Expense Breakdown

Grants Paid $1,419,629

Salaries & Benefits $510,030

Fundraising Expenses $61,682

Program Expenses $2,399,770

Other Expenses $664,962

TOTAL EXPENSES $2,594,621

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,528,433	$2,599,724	+0.4%
Expenses	$2,594,621	$1,971,393	+0.3%
Net Income	$933,812	$628,331	+0.5%

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

135

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

$72,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK BAKER	DIRECTOR	0.00	Director	$0	$0	$0
LEE GLENN	DIRECTOR	0.00	Director	$0	$0	$0
DENNIS HADDEN	TREASURER	0.00	Officer Director	$0	$0	$0
TRAVIS HINER	DIRECTOR	0.00	Director	$0	$0	$0
TOM HOLYOKE	VICE CHAIR	0.00	Officer Director	$0	$0	$0
JEFF JONES	DIRECTOR	0.00	Director	$0	$0	$0
JANE KELLEY	DIRECTOR	0.00	Director	$0	$0	$0
HOD KOSMAN	DIRECTOR	0.00	Director	$0	$0	$0
JOANNE KRIEG	DIRECTOR	0.00	Director	$0	$0	$0
JOHN MASSEY	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
BEV OVERMAN	DIRECTOR	0.00	Director	$0	$0	$0
KRYSTAL PALM	DIRECTOR	0.00	Director	$0	$0	$0
MARILYN RAHMIG	DIRECTOR	0.00	Director	$0	$0	$0
JIM REINHARDT	DIRECTOR	0.00	Director	$0	$0	$0
BARB SCHLOTHAUER	CHAIRPERSON	0.00	Officer Director	$0	$0	$0
JOHN A SELZER	DIRECTOR	0.00	Director	$0	$0	$0
JOHN STINNER	DIRECTOR	0.00	Director	$0	$0	$0
RICK TUGGLE	PRESIDENT	0.00	Officer Director	$0	$0	$0
JODI RUZICKA	DIRECTOR	0.00	Director	$0	$0	$0
CATHY MCDANIEL	EXECUTIVE DIRECTOR	40.00	Officer	$72,500	$0	$72,500

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	$3,528,433	$2,594,621	$15,444,441	$933,812
2023	$2,599,724	$1,971,393	$12,622,678	$628,331
2022	$1,859,489	$1,836,014	$10,859,041	$23,475
2021	$2,308,054	$2,128,155	$13,006,298	$179,899
2020	$1,832,155	$1,370,134	$11,116,789	$462,021
2019	$2,895,813	$1,403,726	$9,407,734	$1,492,087
2018	$1,752,214	$1,657,801	$6,607,968	$94,413

OREGON TRAIL COMMUNITY FOUNDATION