SOUTHERN OREGON CHILD AND FAMILY COUNCIL INC (EIN 930564896) - 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

1967

Legal Domicile

Principal Officer

KATHERINE CLAYTON

Phone

5417345150

Tax Period

2023-11-01 to 2024-10-31

SOUTHERN OREGON CHILD AND FAMILY COUNCIL INC, founded in 1967, is a mid-sized nonprofit in the Education sector that reported $25.6M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC. IS COMMITTED TO BUILDING A BRIGHTER FUTURE FOR LOW-INCOME PREGNANT WOMEN AND CHILDREN AGE BIRTH TO FIVE AND TO HELPING BUILD STRONG FAMILIES. WE PROVIDE COMPREHENSIVE EARLY CHILDHOOD EDUCATION SERVICES, FAMILY SUPPORT, HEALTH, NUTRITION, DISABILITIES AND MENTAL HEALTH SERVICES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $25,529,811

Program Service Revenue $0

Investment Income $6,814

Other Revenue $16,540

TOTAL REVENUE $25,553,165

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,493,984

Fundraising Expenses $0

Program Expenses $24,180,602

Other Expenses $4,294,745

TOTAL EXPENSES $25,788,729

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,553,165	$22,535,208	+0.1%
Expenses	$25,788,729	$23,468,544	+0.1%
Net Income	$-235,564	$-933,336	-0.7%

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

445

Volunteers

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

$318,421

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA EVANS	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
MICHAEL COHEN	VICE-CHAIRPERSON	2.00	Officer Director	$0	$0	$0
LISA MARSTON	TREASURER	2.00	Officer Director	$0	$0	$0
JESSICA DURRANT	BOARD MEMBER	1.00	Director	$0	$0	$0
JENY GRUPE	BOARD MEMBER (THRU DEC 2023)	1.00	Director	$0	$0	$0
MARTHA IBARRA	BOARD MEMBER (THRU DEC 2023)	1.00	Director	$0	$0	$0
JAMIE KNIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
SAVENA VAUGHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KRIS WOODBURN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMIE GREEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY PRIMEAU	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE CLAYTON	EXECUTIVE DIRECTOR	40.00	Officer	$148,348	$48,935	$197,283
DEBORAH DESARAH	FINANCE DIRECTOR	40.00	Officer	$100,069	$21,069	$121,138
KATHY STASSI	HR DIRECTOR	40.00	Highest	$122,933	$29,215	$152,148

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	$25,553,165	$25,788,729	$15,582,799	$-235,564
2023	$22,535,208	$23,468,544	$15,530,355	$-933,336
2022	$22,047,039	$21,900,121	$12,818,154	$146,918
2021	$21,527,920	$21,385,293	$12,815,042	$142,627
2020	$19,813,030	$18,435,879	$12,748,577	$1,377,151
2019	$21,117,828	$19,138,826	$11,610,282	$1,979,002
2018	$17,955,597	$17,645,272	$9,965,252	$310,325

SOUTHERN OREGON CHILD AND FAMILY COUNCIL INC