Education Nexus Oregon

EIN: 822135064 501(c)(3) Philanthropy & Grantmaking

Portland, OR

Total Revenue
$305,394
Total Expenses
$174,079
Total Assets
$156,159
Net Assets
$156,159
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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
2016
Legal Domicile
OR
Principal Officer
Debra Giles
Tax Period
2023-07-01 to 2024-06-30

Education Nexus Oregon, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $305K in total revenue in fiscal year 2023. The organization ran a surplus of $131K, a strong 43% operating margin.

Mission

The primary purpose is to serve state-recognized education institutions both public and private. Building on the history of strong collaboration in the K-20 community Education Nexus is working towards a standard data format to simplify access for educators solve interoperability issues and allow school systems to safely and securely store and exchange data.

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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 (2023)

Revenue Breakdown

Contributions & Grants $301,500
Program Service Revenue $0
Investment Income $3,894
Other Revenue $0
TOTAL REVENUE $305,394

Expense Breakdown

Grants Paid $0
Salaries & Benefits $64,894
Fundraising Expenses $25,787
Program Expenses $0
Other Expenses $109,185
TOTAL EXPENSES $174,079

Year-over-Year Comparison

2023 2022 Change
Revenue $305,394 N/A N/A
Expenses $174,079 N/A N/A
Net Income $131,315 N/A N/A
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
10
Independent Members
N/A
Employees
N/A
Volunteers
10

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
2
$0
Total Directors
9
$17,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Debra Giles Executive Director April 2024 20.00
Director
$17,000 $0 $17,000
Rachel WenteChaney Board President 10.00
Officer Director
$0 $0 $0
Stuart Long Board Treasurer 10.00
Officer Director
$0 $0 $0
Don Wolff Board member 5.00
Director
$0 $0 $0
Brandon Webb Board member 5.00
Director
$0 $0 $0
Jeremy Pietzold Board member 5.00
Director
$0 $0 $0
Steve Langford Board member 5.00
Director
$0 $0 $0
Nick Lapp Board member 5.00
Director
$0 $0 $0
Tim Jones Board member 5.00
Director
$0 $0 $0
Leslie Taylor Executive Director thru Mar2024 20.00
$45,000 $0 $45,000
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 $305,394 $174,079 $156,159 $131,315
2021 $71,652 $60,864 $45,136 $10,788
2020 $102,710 $305,998 $52,158 $-203,288
2019 $232,000 $119,364 $237,636 $112,636
2018 $128,000 No data $128,000 No data
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