PORTLAND WHEELERS (EIN 472690824) - 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

2015

Legal Domicile

Principal Officer

Jillian Phillips

Phone

2074009370

Tax Period

2024-01-01 to 2024-12-31

PORTLAND WHEELERS, founded in 2015, is a small nonprofit in the Civil Rights & Advocacy sector that reported $234K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year.

Mission

Recreation for the disabled and elderly.

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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 $233,578

Program Service Revenue $0

Investment Income $0

Other Revenue $180

TOTAL REVENUE $233,758

Expense Breakdown

Grants Paid $0

Salaries & Benefits $141,273

Fundraising Expenses $19,860

Program Expenses $188,786

Other Expenses $109,288

TOTAL EXPENSES $250,561

Year-over-Year Comparison

	2024	2023	Change
Revenue	$233,758	$286,044	-0.2%
Expenses	$250,561	$193,694	+0.3%
Net Income	$-16,803	$92,350	-1.2%

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

140

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
Karen Schilling	President	3.75	Officer Director	$0	$0	$0
Mark Sundermann	Vice-President	1.50	Officer Director	$0	$0	$0
Jillian Philips	Treasurer	3.75	Officer Director	$0	$0	$0
Lindsay Sirois	Secretary	0.50	Officer Director	$0	$0	$0
Lindsay Fisher	Board Member	1.00	Director	$0	$0	$0
Rebecca Kennedy	Board Member	0.50	Director	$0	$0	$0
Denise LaRue	Board Member	0.50	Director	$0	$0	$0
Annie Madio	Board Member	0.50	Director	$0	$0	$0
Susannah Gordon-Messer	Board Member	0.50	Director	$0	$0	$0
Susan Wall	Board Member	0.50	Director	$0	$0	$0
Mandy Yates	Board Member	0.50	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	$233,758	$250,561	$241,419	$-16,803
2023	$286,044	$193,694	$256,350	$92,350

PORTLAND WHEELERS