OREGON SOCIETY OF TAX CONSULTANTS (EIN 510175500) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Phone

5417465751

Tax Period

2021-07-01 to 2022-06-30

OREGON SOCIETY OF TAX CONSULTANTS, founded in 1974, is a small nonprofit that reported $175K in total revenue in fiscal year 2021. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 22% operating margin.

Mission

TO PROVIDE QUALITY EDUCATION AT AN AFFORDABLE COST.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $38,735

Program Service Revenue $120,149

Investment Income $28

Other Revenue $16,060

TOTAL REVENUE $174,972

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $90,643

Other Expenses $136,180

TOTAL EXPENSES $136,180

Year-over-Year Comparison

	2021	2020	Change
Revenue	$174,972	$141,108	+0.2%
Expenses	$136,180	$74,124	+0.8%
Net Income	$38,792	$66,984	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
WANDA WEDMORE	PRESIDENT	015.00	Officer	$0	$0	$0
COLLEEN BARBEE	V.P./ TREASURER	012.00	Officer	$0	$0	$0
SARAH RUSSELL	SECRETARY	002.00	Officer	$0	$0	$0
PAMELA MCBEE	PAST PRESIDENT	001.00	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	$174,972	$136,180	$322,682	$38,792
2021	$141,108	$74,124	$276,517	$66,984
2020	$216,470	$194,950	$221,507	$21,520
2019	$209,670	$207,249	$315,984	$2,421
2018	$121,548	$124,705	$218,052	$-3,157

OREGON SOCIETY OF TAX CONSULTANTS