Portland Backpack (EIN 821797993) - 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

2017

Legal Domicile

Principal Officer

SHANI HARRIS-BAGWELL

Phone

5033842983

Tax Period

2023-07-01 to 2024-06-30

Portland Backpack, founded in 2017, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $565K in total revenue in fiscal year 2023. Expenses of $648K exceeded revenue, resulting in a 15% operating deficit.

Mission

PROVIDE FOOD EACH SCHOOL YEAR WEEKEND TO CHILDREN ATTENDING PORTLAND AREA PUBLIC SCHOOLS WHO QUALIFY FOR FREE AND REDUCED LUNCH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $504,896

Program Service Revenue $0

Investment Income $611

Other Revenue $59,316

TOTAL REVENUE $564,823

Expense Breakdown

Grants Paid $199,619

Salaries & Benefits $269,124

Fundraising Expenses $586

Program Expenses $641,819

Other Expenses $179,143

TOTAL EXPENSES $647,886

Year-over-Year Comparison

	2023	2022	Change
Revenue	$564,823	$557,129	+0.0%
Expenses	$647,886	$524,466	+0.2%
Net Income	$-83,063	$32,663	-3.5%

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

1200

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

$56,454

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANI HARRIS-BAGWELL	Executive Dir.	40.00	Officer	$49,583	$0	$49,583
DIANE RHEOS	Executive Dir.	40.00	Officer	$6,871	$0	$6,871
CHRISTINE PITTS	President	1.00	Officer Director	$0	$0	$0
COURTNEY WESTLING	Vice President	1.00	Officer Director	$0	$0	$0
CHRIS FOLKERTS	Treasurer	1.00	Officer Director	$0	$0	$0
NATALIE EDWARDS	Secretary	1.00	Officer Director	$0	$0	$0
BLAKE BOWYER	MEMBER	1.00	Director	$0	$0	$0
MARY EVANS	MEMBER	1.00	Director	$0	$0	$0
JUDIAANN WOO	MEMBER	1.00	Director	$0	$0	$0
TAMI CHEN	MEMBER	1.00	Director	$0	$0	$0
SARAH OLBEKSON	MEMBER	1.00	Director	$0	$0	$0
ANTHONY ALBERT	MEMBER	1.00	Director	$0	$0	$0
TRANIECE BROWN-WARRENS	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	No data	No data	No data	No data
2024	$564,823	$647,886	$194,357	$-83,063
2023	$557,129	$524,466	$247,458	$32,663
2022	$319,426	$348,815	$225,516	$-29,389
2021	$761,570	$620,859	$233,976	$140,711
2020	$209,915	$138,051	$92,003	$71,864

Portland Backpack