OREGON BUSINESS ACADEMY

EIN: 920984127 501(c)(3) Youth Development

LAKE OSWEGO, OR

Total Revenue
$875,651
Total Expenses
$697,841
Total Assets
$306,328
Net Assets
$303,018
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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
OR
Principal Officer
Anne Adler
Phone
9177105736
Tax Period
2024-01-01 to 2024-12-31

OREGON BUSINESS ACADEMY, founded in 2022, is a small nonprofit in the Youth Development sector that reported $876K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $178K, a strong 20% operating margin.

Mission

Preparing high school students for success in college career and life through experiential business 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $765,178
Program Service Revenue $105,381
Investment Income $5,092
Other Revenue $0
TOTAL REVENUE $875,651

Expense Breakdown

Grants Paid $0
Salaries & Benefits $283,573
Fundraising Expenses $77,104
Program Expenses $583,290
Other Expenses $414,268
TOTAL EXPENSES $697,841

Year-over-Year Comparison

2024 2023 Change
Revenue $875,651 $521,817 +0.7%
Expenses $697,841 $430,912 +0.6%
Net Income $177,810 $90,905 +1.0%
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
17
Independent Members
17
Employees
2
Volunteers
125

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
19
$0
Total Directors
0
$0
Key Employees
2
$150,500
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Justin Hendrickson Board Member 15.00
Officer
$0 $0 $0
Bonnie Crawford Board Member 5.00
Officer
$0 $0 $0
Traci Esteve Board Member 5.00
Officer
$0 $0 $0
Steve Johnson Board Member 5.00
Officer
$0 $0 $0
Megan Talbert Board Member 5.00
Officer
$0 $0 $0
Kasey Sanchez Associate Director 40.00
Key Emp
$0 $0 $0
Karen Vineyard Board Chair 15.00
Officer
$0 $0 $0
Jon Owens Vice Chair 15.00
Officer
$0 $0 $0
Peter Clarke Secretary 15.00
Officer
$0 $0 $0
Jeff Gaus Board Member 5.00
Officer
$0 $0 $0
Dave Sullivan Board Member 10.00
Officer
$0 $0 $0
Skip Newberry Board Member 5.00
Officer
$0 $0 $0
Alicia Chapman Board Member 10.00
Officer
$0 $0 $0
Sarah Nolan Board Member 15.00
Officer
$0 $0 $0
Angela Wilhelms Board Member 5.00
Officer
$0 $0 $0
Tara Kinateder Board Member 5.00
Officer
$0 $0 $0
Marv Nelson Board Member 5.00
Officer
$0 $0 $0
Edwin Morales Board Member 15.00
Officer
$0 $0 $0
Sandra McDonough Board Member 5.00
Officer
$0 $0 $0
Anne Adler CEO 40.00
Key Emp
$150,500 $0 $150,500
Melissa Spain Board Treasurer 5.00
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
2024 $875,651 $697,841 $306,328 $177,810
2024 No data No data No data No data
2023 $521,816 $430,911 $128,619 $90,905
2023 $521,817 $430,912 $128,619 $90,905
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