BILLI IRENE ODEGAARD FUND (EIN 920564809) - 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

DEBORAH ANNE BURTON

Phone

5037403554

Tax Period

2025-01-01 to 2025-12-31

BILLI IRENE ODEGAARD FUND, founded in 2022, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2025. Revenue surged 12163% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 96% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS AND ACADEMIC SUPPORT TO ELIGIBLE PERSONS OF ETHNIC MINORITY STATUS IN OREGON TO BECOME REGISTERED NURSES OR ADVANCE THEIR NURSING EDUCATION.

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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 $2,201,200

Program Service Revenue $0

Investment Income $11,898

Other Revenue $0

TOTAL REVENUE $2,213,098

Expense Breakdown

Grants Paid $68,439

Salaries & Benefits $0

Fundraising Expenses $2,150

Program Expenses $75,738

Other Expenses $22,253

TOTAL EXPENSES $92,842

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,213,098	$18,047	+121.6%
Expenses	$92,842	$150,073	-0.4%
Net Income	$2,120,256	$-132,026	-17.1%

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

N/A

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
DEBORAH ANNE BURTON	PRESIDENT	15.00	Officer Director	$0	$0	$0
PAUL COSGROVE	SECRETARY	10.00	Officer Director	$0	$0	$0
LEANNE FERNALD	BOARD MEMBER	5.00	Director	$0	$0	$0
LEDA GARSIDE	MEMBER	2.00	Director	$0	$0	$0
MARY LOU HENNRICH	BOARD MEMBER	10.00	Director	$0	$0	$0
VIOLET LARRY	BOARD MEMBER	5.00	Director	$0	$0	$0
CATHERINE MARIA MICHALCZYK	TREASURER	10.00	Officer Director	$0	$0	$0
KEN VAN OSDOL	BOARD MEMBER	5.00	Director	$0	$0	$0
VICTORIA ANN PERKINS	MEMBER	15.00	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
2025	$2,213,098	$92,842	$2,401,081	$2,120,256
2024	$18,047	$150,073	$191,184	$-132,026
2023	$360,068	$36,858	$323,210	$323,210

BILLI IRENE ODEGAARD FUND