Thrive Umpqua (EIN 883954942) - 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

2022

Legal Domicile

Principal Officer

Charles L Colley

Phone

5412030325

Tax Period

2024-07-01 to 2025-06-30

Thrive Umpqua, founded in 2022, is a small nonprofit in the Public & Societal Benefit sector that reported $811K in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum.

Mission

Thrive Umpqua is a community-led initiative that supports people working together to improve well-being.

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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 (2024)

Revenue Breakdown

Contributions & Grants $801,659

Program Service Revenue $9,258

Investment Income $38

Other Revenue $0

TOTAL REVENUE $810,955

Expense Breakdown

Grants Paid $42,500

Salaries & Benefits $450,770

Fundraising Expenses $33,646

Program Expenses $731,956

Other Expenses $341,759

TOTAL EXPENSES $835,029

Year-over-Year Comparison

	2024	2023	Change
Revenue	$810,955	$473,025	+0.7%
Expenses	$835,029	$687,316	+0.2%
Net Income	$-24,074	$-214,291	-0.9%

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

709

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

$83,902

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jessica Hand	Executive Director	40	Officer	$83,902	$0	$83,902
Jesse Spain	Board Member	0.5	Director	$0	$0	$0
Robin Hartmann	Board Member	0.5	Director	$0	$0	$0
Matthew C Brockelmeyer	Treasurer	1	Officer Director	$0	$0	$0
Victoria Brown	Secretary	1	Officer Director	$0	$0	$0
Charles L Colley	President	5	Officer 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
2025	$810,955	$835,029	$139,154	$-24,074
2024	$473,025	$687,316	$32,368	$-214,291
2023	$621,582	$380,712	$244,402	$240,870

Thrive Umpqua