OREGON ASSOCIATION OF REALTORS HOME FOUNDATION (EIN 841641552) - 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

2004

Legal Domicile

Principal Officer

JENNIFER PAKULA

Phone

5033623645

Tax Period

2022-01-01 to 2022-12-31

OREGON ASSOCIATION OF REALTORS HOME FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $202K in total revenue in fiscal year 2022. The organization ran a surplus of $69K, a strong 34% operating margin.

Mission

PROVIDE FINANCIAL RESOURCES TO CREATE & ENCOURAGE HOME OWNERSHIP OPPORTUNITIES FOR OREGONIANS.

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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 $165,585

Program Service Revenue $0

Investment Income $23

Other Revenue $36,675

TOTAL REVENUE $202,283

Expense Breakdown

Grants Paid $126,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,000

Other Expenses $7,617

TOTAL EXPENSES $133,617

Year-over-Year Comparison

	2022	2021	Change
Revenue	$202,283	$211,637	0.0%
Expenses	$133,617	$102,308	+0.3%
Net Income	$68,666	$109,329	-0.4%

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

N/A

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

$362,717

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL FARIA	PRESIDENT	1.00	Officer Director	$0	$0	$0
SYBIL FONTAINE	DIRECTOR	1.00	Director	$0	$0	$0
JILLYAN ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HEMENWAY	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI HAZEL	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH JODY SMITH	DIRECTOR	1.00	Director	$0	$0	$0
JUDY GYSIN	DIRECTOR	1.00	Director	$0	$0	$0
BETH CASTOR	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA STUCKART	DIRECTOR	1.00	Director	$0	$0	$0
RITA VERDUGO	DIRECTOR	1.00	Director	$0	$0	$0
SARIE SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER PAKULA	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$26,207	$362,717

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	$202,283	$133,617	$419,721	$68,666
2021	$211,637	$102,308	$358,135	$109,329
2020	$491,216	$398,534	$290,542	$92,682
2019	$216,323	$190,952	$129,710	$25,371
2018	$219,764	$200,274	$98,178	$19,490

OREGON ASSOCIATION OF REALTORS HOME FOUNDATION