Lake Oswego Chamber of Commerce

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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

1948

Legal Domicile

Principal Officer

Alistair Firmin

Phone

5036363634

Tax Period

2024-10-01 to 2025-09-30

Lake Oswego Chamber of Commerce, founded in 1948, is a small nonprofit that reported $465K in total revenue in fiscal year 2024.

Mission

To be a vital partner in making Lake Oswego a vibrant and inclusive community to visit, grow a business and call home. Employs future focused,member committed and excellence driven values.

Program Service Accomplishments

Program 1

Expenses: $38,202 Revenue: $112,166

Wine Walks - The early October event features downtown businesses as host locations, and serves as a holiday preview for the participating retail hosts. The May event features Lake Grove business...

Wine Walks - The early October event features downtown businesses as host locations, and serves as a holiday preview for the participating retail hosts. The May event features Lake Grove business locations and in-state produced wines. Each ticket entitles the attendee to several wine tastings in retail member locations of their choice. Nearly 1,000 people participate in the annual tastings and retail promotions.

Program 2

Expenses: $21,427 Revenue: $27,245

Miscellaneous - Holiday tree lighting, a wellness fair, and other retail oriented promotions support the member business community.

Program 3

Expenses: $17,239 Revenue: $21,354

Annual Community Recognition EventAt this event, the community leader of the year, as well as several member awards are given to recognize outstanding achievement by civic, education, governmental...

Annual Community Recognition EventAt this event, the community leader of the year, as well as several member awards are given to recognize outstanding achievement by civic, education, governmental, and organizational leaders.

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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 $53,198

Program Service Revenue $411,254

Investment Income $932

Other Revenue $0

TOTAL REVENUE $465,384

Expense Breakdown

Grants Paid $0

Salaries & Benefits $250,592

Fundraising Expenses $0

Program Expenses $93,338

Other Expenses $208,873

TOTAL EXPENSES $459,465

Year-over-Year Comparison

	2024	2023	Change
Revenue	$465,384	$439,659	+0.1%
Expenses	$459,465	$604,358	-0.2%
Net Income	$5,919	$-164,699	-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

Governance

Voting Members

Independent Members

Employees

Volunteers

115

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
Alistair Firmin	Chairman	2.00	Officer Director	$0	$0	$0
Heather Graves-Ramsay	Past chair	2.00	Officer Director	$0	$0	$0
Ken Sandblast	Director	2.00	Director	$0	$0	$0
Anastasia Yu Meisner	Director	2.00	Officer Director	$0	$0	$0
Jay Haladay	Vice Chair	2.00	Officer Director	$0	$0	$0
Liz Hartman	Secretary	50.00	Officer Director	$0	$0	$0
Eric Seifert	Treasurer	2.00	Officer Director	$0	$0	$0
Dan Brown	Director	2.00	Director	$0	$0	$0
Kelly Calabria	Director	2.00	Director	$0	$0	$0
Tom D'Amore	Director	2.00	Director	$0	$0	$0
Matthew Kahl	Director	2.00	Director	$0	$0	$0
Ali Durban	Director	2.00	Director	$0	$0	$0
Krystal Hanna	Director	2.00	Director	$0	$0	$0
Marcia Kies	Director	2.00	Director	$0	$0	$0
Paul Van Roon	Director	2.00	Director	$0	$0	$0
Sam Lajoy	Director	2.00	Director	$0	$0	$0
Amber White	Director	2.00	Director	$0	$0	$0
Shari Newman	Director	2.00	Director	$0	$0	$0
David Riback	Director	2.00	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	$465,384	$459,465	$111,232	$5,919
2024	$439,659	$604,358	$108,245	$-164,699
2023	$342,072	$605,121	$272,197	$-263,049
2022	$809,654	$350,421	$527,233	$459,233
2021	$282,514	$242,562	$68,813	$39,952
2020	$246,433	$212,295	$33,476	$34,138
2019	$297,017	$290,522	$40,039	$6,495
2018	$249,984	$300,961	$53,109	$-50,977