NW High Performance Enterprise Consortium

EIN: 680510491 Community Improvement

Tualatin, OR

Total Revenue
$247,067
Total Expenses
$228,285
Total Assets
$258,491
Net Assets
$257,268
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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
2002
Legal Domicile
OR
Principal Officer
Cody Stavig
Phone
5037760777
Tax Period
2024-01-01 to 2024-12-31

NW High Performance Enterprise Consortium, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $247K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $228K left a modest 8% surplus.

Mission

To provide a forum for education and the exchange of information regarding continuous improvement of practices and processes of enterprises in the pacific northwest region of the United States.

Program Service Accomplishments

Program 1
Expenses: $28,245 Revenue: $36,900

3H Leadership: Engaging the Heart, Head, and Hands - This five part series was held one day per month from September through December. This series was led by a local facilitator, Kari Penca. 41...

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3H Leadership: Engaging the Heart, Head, and Hands - This five part series was held one day per month from September through December. This series was led by a local facilitator, Kari Penca. 41 individuals from the membership attended.

Program 2
Expenses: $13,355 Revenue: $36,646

General Training Sessions: The bulk of our program offerings include our standard training classes that are focused on increasing capability in lean thinking and applying lean concepts. These classes...

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General Training Sessions: The bulk of our program offerings include our standard training classes that are focused on increasing capability in lean thinking and applying lean concepts. These classes were taught by the Executive Director or a local facilitator.Classes held: 11. Attendees from membership: 258.

Program 3

Member Best Practice Sharing: Our peer-to-peer best practice sharing sessions were a popular way for our members to gather, share success stories and help each other address challenges. These...

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Member Best Practice Sharing: Our peer-to-peer best practice sharing sessions were a popular way for our members to gather, share success stories and help each other address challenges. These included virtual special interest groups (SIG's), roundtable discussions, webinars, tours and book studies. 169 individuals attended the webinars and member-led workshops. 167 members gathered for the equivalent of 380 hours in SIG's and roundtable discussions. 88 members attended tours. 12 members attended our book studies.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $236,101
Investment Income $10,966
Other Revenue $0
TOTAL REVENUE $247,067

Expense Breakdown

Grants Paid $0
Salaries & Benefits $165,597
Fundraising Expenses $0
Program Expenses $41,600
Other Expenses $62,688
TOTAL EXPENSES $228,285

Year-over-Year Comparison

2024 2023 Change
Revenue $247,067 $222,514 +0.1%
Expenses $228,285 $213,940 +0.1%
Net Income $18,782 $8,574 +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

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Governance

Voting Members
7
Independent Members
7
Employees
1
Volunteers
7

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
3
$140,619
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jennifer Ayers Executive Dir. 40.00
Officer
$140,619 $0 $140,619
Theresa Mills President 3.00
Officer Director
$0 $0 $0
Maridy McGinnis Director 1.00
Director
$0 $0 $0
Cody Stavig VP Finance 2.00
Officer Director
$0 $0 $0
Randy O'Donnell Director 1.00
Director
$0 $0 $0
Rick Alvarado Director 1.00
Director
$0 $0 $0
Frank Twardoch Director 1.00
Director
$0 $0 $0
Lia Mills Director 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 No data No data No data No data
2024 $247,067 $228,285 $258,491 $18,782
2023 $222,514 $213,940 $239,278 $8,574
2019 $249,624 $252,486 $217,558 $-2,862
2018 $286,466 $250,726 $223,852 $35,740
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