MENTAL HEALTH ASSOCIATION OF SOUTHWESTERN OREGON (EIN 510187671) - 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

1976

Legal Domicile

Principal Officer

CATHY PENNINGTON

Phone

5417517902

Tax Period

2024-05-01 to 2025-04-30

MENTAL HEALTH ASSOCIATION OF SOUTHWESTERN OREGON, founded in 1976, is a small nonprofit that reported $778K in total revenue in fiscal year 2024. The organization ran a surplus of $257K, a strong 33% operating margin.

Mission

THE CORPORATION'S ACTIVITIES ARE TO PROMOTE MENTAL HEALTH AND PREVENT MENTAL ILLNESS AND EMOTIONAL AND BEHAVIORAL DISORDERS; TO RAISE STANDARDS OF CARE, TREATMENT, AND REHABILITATION OF THOSE SUFFERING FROM THESE ILLNESSES.

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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 $3,005

Program Service Revenue $757,405

Investment Income $15,574

Other Revenue $2,477

TOTAL REVENUE $778,461

Expense Breakdown

Grants Paid $0

Salaries & Benefits $385,677

Fundraising Expenses $0

Program Expenses $417,164

Other Expenses $136,060

TOTAL EXPENSES $521,737

Year-over-Year Comparison

	2024	2023	Change
Revenue	$778,461	$764,575	+0.0%
Expenses	$521,737	$558,714	-0.1%
Net Income	$256,724	$205,861	+0.2%

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

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

$76,445

Total Directors

$76,445

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE PENNINGTON	Executive Dir.	40.00	Officer Director	$76,445	$0	$76,445
LINDA WRIGHT	Treasurer	1.00	Officer Director	$0	$0	$0
LAURENCE PAHALAD	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA PERRONE	BOARD MEMBER	1.00	Director	$0	$0	$0
NICK NYLANDER	BOARD MEMBER	1.00	Director	$0	$0	$0
ERICA OSORIO	BOARD MEMBER	1.00	Director	$0	$0	$0
JEREMY OLIVER	BOARD MEMBER	1.00	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
2025	$778,461	$521,737	$1,571,167	$256,724
2024	$764,575	$558,714	$1,314,443	$205,861
2023	$566,218	$541,504	$1,113,799	$24,714
2021	$304,773	$300,911	$948,533	$3,862
2020	$299,081	$310,610	$763,462	$-11,529
2019	$290,936	$297,828	$569,545	$-6,892

MENTAL HEALTH ASSOCIATION OF SOUTHWESTERN OREGON