Oregon Legacy Scholarship Foundation

EIN: 861971704 501(c)(3) Education

Portland, OR

Total Revenue
$246,541
Total Expenses
$78,701
Total Assets
$310,984
Net Assets
$310,984
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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
2021
Legal Domicile
OR
Principal Officer
Jana Decarli
Phone
9715707694
Tax Period
2023-01-01 to 2023-12-31

Oregon Legacy Scholarship Foundation, founded in 2021, is a small nonprofit in the Education sector that reported $247K in total revenue in fiscal year 2023. Revenue surged 108% from the prior year, signaling strong growth momentum. The organization ran a surplus of $168K, a strong 68% operating margin.

Mission

PROVIDE SCHOLARSHIPS AND EDUCATION ASSISTANCE

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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 $246,541
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $246,541

Expense Breakdown

Grants Paid $78,332
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $78,435
Other Expenses $369
TOTAL EXPENSES $78,701

Year-over-Year Comparison

2023 2022 Change
Revenue $246,541 $118,295 +1.1%
Expenses $78,701 $50,855 +0.5%
Net Income $167,840 $67,440 +1.5%
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
4
Independent Members
4
Employees
N/A
Volunteers
500

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
3
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JANA DECARLI PRESIDENT 003.00
Officer Director
$0 $0 $0
DANENE LETHIN VICE PRESIDENT 005.00
Officer Director
$0 $0 $0
GRETCHEN ALLEN TREASURER 005.00
Officer Director
$0 $0 $0
NANCY HASKINS SECRETARY 003.00
Director
$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
2023 $246,541 $78,701 $310,984 $167,840
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