OREGON TRAIL ASSOCIATION (EIN 476084049) - 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

1989

Legal Domicile

Principal Officer

WILLIAM C PETERS JR

Phone

3084364622

Tax Period

2024-01-01 to 2024-12-31

OREGON TRAIL ASSOCIATION, founded in 1989, is a small nonprofit in the Arts, Culture & Humanities sector that reported $113K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $103K left a modest 8% surplus.

Mission

TO EDUCATE THE MEMBERS AND GENERAL PUBLIC IN THE HISTORY OF HTE OREGON TRAIL AND PERPETUATE THE MEMORY OF EARLY PIONEERS.

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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 $110,911

Investment Income $1,766

Other Revenue $0

TOTAL REVENUE $112,677

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,992

Other Expenses $103,180

TOTAL EXPENSES $103,180

Year-over-Year Comparison

	2024	2023	Change
Revenue	$112,677	$102,438	+0.1%
Expenses	$103,180	$101,037	+0.0%
Net Income	$9,497	$1,401	+5.8%

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
WILLIAM C PETERS JR	VICE CHAIRMA	N/A	Officer	$0	$0	$0
LETICIA R KANNO	SECRETARY	N/A	Officer	$0	$0	$0
MELANIE KNOUSE	TREASURER	N/A	Officer	$0	$0	$0
REBECCA SHIELDS	CHAIRMAN	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
2024	$112,677	$103,180	$149,074	$9,497
2023	$102,438	$101,037	$139,577	$1,401
2022	No data	No data	No data	No data
2021	$118,163	$122,929	$136,986	$-4,766
2020	$17,508	$23,172	$141,752	$-5,664
2019	$43,322	$31,125	$147,416	$12,197
2018	$40,645	$32,326	$135,219	$8,319

OREGON TRAIL ASSOCIATION