UMPQUA STRONG (EIN 475664738) - 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

LYNETTE MCALLISTER

Tax Period

2021-12-01 to 2022-11-30

UMPQUA STRONG, founded in 2015, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $17K in total revenue in fiscal year 2021. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $28K exceeded revenue, resulting in a 64% operating deficit.

Mission

THE MISSION OF UMPQUA STRONG IS TO CREATE AN OUTLET FOR EXPRESSING HOPE THROUGH A POSTIVE COMMUNITY EXPERIENCE. IT'S A MISSION THAT BECOMES MORE POWERFUL WHEN WE SHARE WITH FRIENDS AND NEIGHBORS. NO ONE IS AN ISLAND AND WE ARE ALL STRONGER TOGETHER.

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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 (2021)

Revenue Breakdown

Contributions & Grants $9,445

Program Service Revenue $0

Investment Income $0

Other Revenue $7,857

TOTAL REVENUE $17,302

Expense Breakdown

Grants Paid $22,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,968

Other Expenses $6,323

TOTAL EXPENSES $28,323

Year-over-Year Comparison

	2021	2020	Change
Revenue	$17,302	$14,757	+0.2%
Expenses	$28,323	$14,579	+0.9%
Net Income	$-11,021	$178	-62.9%

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

Employees

N/A

Volunteers

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
RICH CHITWOOD	PRESIDENT	N/A	Director	$0	$0	$0
MELODY MORRISON	BOARD DIRECT	N/A	Director	$0	$0	$0
LYNETTE MCALLISTER	SECRETARY/TR	N/A	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
2022	$17,302	$28,323	$2,324	$-11,021
2021	$14,757	$14,579	$13,345	$178
2020	$14,303	$4,470	$13,167	$9,833
2019	$115	$18,204	$3,334	$-18,089
2018	$10,058	$19,281	$21,423	$-9,223

UMPQUA STRONG