OREGON TRAIL MANOR INC (EIN 930587569) - 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

1969

Legal Domicile

Principal Officer

JAMES STRAUGHAN

Tax Period

2023-12-01 to 2024-11-30

OREGON TRAIL MANOR INC, founded in 1969, is a small nonprofit that reported $424K in total revenue in fiscal year 2023. Expenses of $379K left a modest 11% surplus.

Mission

TO PROVIDE AFFORDABLE HOUSING TO LOW-INCOME ELDERLY.

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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 $201,622

Program Service Revenue $217,569

Investment Income $4,735

Other Revenue $0

TOTAL REVENUE $423,926

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,225

Fundraising Expenses $0

Program Expenses $295,613

Other Expenses $272,947

TOTAL EXPENSES $379,172

Year-over-Year Comparison

	2023	2022	Change
Revenue	$423,926	$419,885	+0.0%
Expenses	$379,172	$369,061	+0.0%
Net Income	$44,754	$50,824	-0.1%

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

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
JAMES STRAUGHAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
ALICE HEPBURN	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
GEORGE RUBY	SECRETARY	N/A	Officer Director	$0	$0	$0
MARTY PLATT	DIRECTOR	N/A	Director	$0	$0	$0
LORETTA HAMPTON	DIRECTOR	N/A	Director	$0	$0	$0
CLARE JACOBSON	DIRECTOR	N/A	Director	$0	$0	$0
JODI MASCALL	TREASURER	N/A	Officer Director	$0	$0	$0
MARY FINNEY	DIRECTOR	N/A	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
2024	$423,926	$379,172	$755,855	$44,754
2023	$419,885	$369,061	$705,327	$50,824
2022	$349,836	$300,358	$648,767	$49,478
2021	$352,617	$275,905	$602,927	$76,712
2020	$314,203	$285,952	$529,283	$28,251
2019	$313,809	$278,669	$504,262	$35,140
2018	$309,119	$262,606	$499,692	$46,513

OREGON TRAIL MANOR INC