SOUTHWEST OREGON CHILDREN'S FOUNDATION (EIN 824011232) - 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

2018

Legal Domicile

Principal Officer

LESLIE KEATING SMITH

Phone

5413733015

Tax Period

2022-01-01 to 2022-12-31

SOUTHWEST OREGON CHILDREN'S FOUNDATION, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $688K in total revenue in fiscal year 2022. Revenue surged 157% from the prior year, signaling strong growth momentum. The organization ran a surplus of $427K, a strong 62% operating margin.

Mission

TO FUND INNOVATIVE PROGRAMS THAT OFFER STUDENTS UNIQUE DEPTH AND BREADTH TO THEIR EDUCATIONAL EXPERIENCES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $682,444

Program Service Revenue $0

Investment Income $5,955

Other Revenue $0

TOTAL REVENUE $688,399

Expense Breakdown

Grants Paid $120,568

Salaries & Benefits $45,832

Fundraising Expenses $0

Program Expenses $156,175

Other Expenses $95,198

TOTAL EXPENSES $261,598

Year-over-Year Comparison

	2022	2021	Change
Revenue	$688,399	$267,850	+1.6%
Expenses	$261,598	$175,705	+0.5%
Net Income	$426,801	$92,145	+3.6%

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

$24,000

Total Directors

$24,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID B SMITH	DEVELOPMENT DIRECTOR	22.50	Officer Director	$24,000	$0	$24,000
TIM TUTTLE	PRESIDENT	7.00	Officer Director	$0	$0	$0
JERI TUTTLE	SECRETARY	3.00	Officer Director	$0	$0	$0
LESLIE SMITH	EXECUTIVE DIRECTOR	15.00	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	$688,399	$261,598	$1,535,036	$426,801
2021	$267,850	$175,705	$1,129,719	$92,145
2020	$642,846	$216,049	$572,005	$426,797

SOUTHWEST OREGON CHILDREN'S FOUNDATION