OREGON SCHOOL EMPLOYEES ASSOCIATION (EIN 930505956) - 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

1938

Legal Domicile

Principal Officer

SARAH WOFFORD

Phone

5035880121

Tax Period

2024-06-01 to 2025-05-31

OREGON SCHOOL EMPLOYEES ASSOCIATION, founded in 1938, is a community nonprofit that reported $9.1M in total revenue in fiscal year 2024. Expenses of $8.4M left a modest 8% surplus.

Mission

PROVIDE SUPPORT AND TRAINING TO OVER 15,000 MEMBERS THROUGHOUT OREGON.

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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 $8,694,763

Program Service Revenue $384,521

Investment Income $12,042

Other Revenue $48,388

TOTAL REVENUE $9,139,714

Expense Breakdown

Grants Paid $34,913

Salaries & Benefits $4,538,128

Fundraising Expenses $0

Other Expenses $3,830,042

TOTAL EXPENSES $8,426,783

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,139,714	$8,674,467	+0.1%
Expenses	$8,426,783	$7,702,710	+0.1%
Net Income	$712,931	$971,757	-0.3%

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

149

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

$191,200

Total Directors

$7,013

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN MILLER	EXECUTIVE DIRECTOR	40.0	Officer	$142,685	$48,515	$191,200
BRAD LARSEN	DIRECTOR OF FISCAL OPERATIONS	40.0	Highest	$127,146	$51,132	$178,278
CYDNIE MEYER	DIRECTOR OF FIELD OPERATIONS	40.0	Highest	$123,174	$45,517	$168,691
LISA MARCH	ZONE V DIR(THRU 11/30/2024)	10.0	Director	$5,770	$1,243	$7,013
SARAH WOFFORD	PRESIDENT	40.0	Officer Director	$0	$0	$0
TERI JONES	VICE PRESIDENT	10.0	Officer Director	$0	$0	$0
MARY HOFER	SECRETARY	10.0	Officer Director	$0	$0	$0
MISTY TALERICO	ZONE I DIRECTOR	10.0	Director	$0	$0	$0
APRIL BIANCONE	ZONE II DIRECTOR	10.0	Director	$0	$0	$0
SELLA BEMROSE	ZONE III DIRECTOR	10.0	Director	$0	$0	$0
SHEILA WAGGONER	ZONE IV DIR(THRU 06/28/2024)	10.0	Director	$0	$0	$0
LORI COLE	ZONE VI DIR(THRU 06/28/2024)	10.0	Director	$0	$0	$0
JEREMIAS MARTINEZ	ZONE VII DIR	10.0	Director	$0	$0	$0
LISA JENKINS EASTON	ZONE IV DIR (EFF 06/28/2024)	10.0	Director	$0	$0	$0
ALECIA ELVERUDE	ZONE V DIR (EFF 12/01/2024)	10.0	Director	$0	$0	$0
GRACEANNE MCJUNKIN	ZONE VI DIR (EFF 06/28/2024)	10.0	Director	$0	$0	$0
LISA GOURLEY	PAST PRESIDENT	10.0	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	No data	No data	No data	No data
2025	$9,139,714	$8,426,783	$9,568,242	$712,931
2024	$8,674,467	$7,702,710	$8,892,641	$971,757
2023	$7,708,062	$7,480,782	$7,866,796	$227,280
2022	$7,655,217	$7,154,323	$7,639,516	$500,894
2021	$7,650,613	$6,795,062	$7,149,131	$855,551
2020	$7,511,316	$7,096,180	$6,205,832	$415,136
2019	$8,841,235	$7,892,185	$5,631,898	$949,050

OREGON SCHOOL EMPLOYEES ASSOCIATION