SOUTH WILLAMETTE SOLUTIONS (EIN 842003040) - 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

2020

Legal Domicile

Phone

5417823422

Tax Period

2025-01-01 to 2025-12-31

SOUTH WILLAMETTE SOLUTIONS, founded in 2020, is a community nonprofit in the Community Improvement sector that reported $1.5M in total revenue in fiscal year 2025. Revenue surged 83% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 9% surplus.

Mission

TO PROMOTE COLLABORATIVE SOLUTIONS THAT FOSTER ECONOMIC RESILIENCY AND SOCIOECONOMIC HEALTH FOR SOUTH WILLAMETTE FORESTS AND COMMUNITIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,524,978

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,524,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $473,382

Fundraising Expenses $0

Program Expenses $1,389,712

Other Expenses $916,330

TOTAL EXPENSES $1,389,712

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,524,978	$833,853	+0.8%
Expenses	$1,389,712	$955,832	+0.5%
Net Income	$135,266	$-121,979	-2.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE PATTY	DIRECTOR	2.00	Director	$0	$0	$0
KATHY HOLSTON	DIRECTOR	1.00	Director	$0	$0	$0
SUE CATHCART	DIRECTOR	1.00	Director	$0	$0	$0
DLYNN WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG MARCUS	DIRECTOR	1.00	Director	$0	$0	$0
SARAH ALTEMUS-POPE	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
DAVID CHAMBERLIN	PRESIDENT	1.00	Officer	$0	$0	$0
SUSAN KNUDSEN OBERMEYER	TREASURER	2.00	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
2025	$1,524,978	$1,389,712	$618,799	$135,266
2024	$833,853	$955,832	$220,332	$-121,979
2023	$934,740	$679,239	$339,682	$255,501
2022	$640,988	$583,401	$72,776	$57,587

SOUTH WILLAMETTE SOLUTIONS