OREGON FAMILY SCHOOL (EIN 830799650) - 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

LORI BOGEN

Phone

5416406286

Tax Period

2023-07-01 to 2024-06-30

OREGON FAMILY SCHOOL, founded in 2018, is a community nonprofit in the Education sector that reported $7.8M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $8.7M exceeded revenue, resulting in a 12% operating deficit.

Mission

PARTNERING WITH PARENTS TO PROVIDE A RICH, INNOVATIVE, AND EFFECTIVE HOME- BASED EDUCATION THAT NURTURES ACADEMIC SUCCESS AND GROWTH.

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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 $115,819

Program Service Revenue $7,656,518

Investment Income $26,046

Other Revenue $0

TOTAL REVENUE $7,798,383

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,939,077

Fundraising Expenses $0

Program Expenses $8,314,550

Other Expenses $1,763,565

TOTAL EXPENSES $8,702,642

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,798,383	$6,542,753	+0.2%
Expenses	$8,702,642	$6,866,011	+0.3%
Net Income	$-904,259	$-323,258	+1.8%

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

113

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

$131,070

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN ZIMMERMAN	BOARD MEMBER	0.05	Director	$0	$0	$0
JENNA GRUBER	BOARD MEMBER	0.05	Director	$0	$0	$0
RACHEL CUTISS	BOARD MEMBER	0.05	Director	$0	$0	$0
SUSAN LORI BOGEN PHD	EXECUTIVE DIRECTOR/PRINCIP	40.00	Officer	$131,070	$0	$131,070
MEGAN WELCH	BOARD CHAIR	0.05	Officer	$0	$0	$0
KRISTL WILLIAMS	SECRETARY	0.05	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
2025	No data	No data	No data	No data
2024	$7,798,383	$8,702,642	$5,564,907	$-904,259
2023	$6,542,753	$6,866,011	$5,060,103	$-323,258
2022	$5,918,282	$5,259,887	$4,945,380	$658,395
2021	$4,796,455	$3,433,654	$2,465,197	$1,362,801
2020	$3,232,500	$2,645,365	$829,677	$587,135
2019	$1,763,234	$1,619,406	$171,392	$143,828

OREGON FAMILY SCHOOL