PORTLAND OPPORTUNITIES INDUST CENTER (EIN 930593858) - 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

JOE MCFERRIN II

Phone

5037977222

Tax Period

2022-07-01 to 2023-06-30

PORTLAND OPPORTUNITIES INDUST CENTER, founded in 1967, is a mid-sized nonprofit that reported $21.7M in total revenue in fiscal year 2022. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

THE ORGANIZATION PROVIDES THE HIGHEST QUALITY SERVICES IN EDUCATION, MENTORING, FAMILY OUTREACH, EMPLOYMENT TRAINING, AND PLACEMENT

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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 (2022)

Revenue Breakdown

Contributions & Grants $21,706,922

Program Service Revenue $0

Investment Income $48,332

Other Revenue $-13,962

TOTAL REVENUE $21,741,292

Expense Breakdown

Grants Paid $2,129,184

Salaries & Benefits $11,520,973

Fundraising Expenses $578,972

Program Expenses $17,844,975

Other Expenses $7,550,940

TOTAL EXPENSES $21,201,097

Year-over-Year Comparison

	2022	2021	Change
Revenue	$21,741,292	$15,766,832	+0.4%
Expenses	$21,201,097	$15,194,974	+0.4%
Net Income	$540,195	$571,858	-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

230

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

$669,682

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY HERRINGTON	CHAIR	3.00	Officer Director	$0	$0	$0
SCOTT ROTH	CHAIR ELECT	3.00	Officer Director	$0	$0	$0
LISA ZAUNER	TREASURER	3.00	Officer Director	$0	$0	$0
MATT KUHL	SECRETARY	3.00	Officer Director	$0	$0	$0
KEVIN HARRINGTON	BOARD MEMBERS	1.00	Director	$0	$0	$0
ALICIA HEDDON FRATTO	BOARD MEMBERS	1.00	Director	$0	$0	$0
SALLY LEISURE	BOARD MEMBERS	1.00	Director	$0	$0	$0
MARC MONAGHAN	BOARD MEMBERS	1.00	Director	$0	$0	$0
DAVE SCHECHTER	BOARD MEMBERS	1.00	Director	$0	$0	$0
TRIC VAKKNEN-ROGERS	BOARD MEMBERS	1.00	Director	$0	$0	$0
ROBIN BEAVERS EDD	BOARD MEMBERS	1.00	Director	$0	$0	$0
DR TERAN COLEN	BOARD MEMBERS	1.00	Director	$0	$0	$0
KEVIN VASSILY	BOARD MEMBERS	1.00	Director	$0	$0	$0
BRIANA EKANDEM	BOARD MEMBERS	1.00	Director	$0	$0	$0
DAVE WORTH	BOARD MEMBERS	1.00	Director	$0	$0	$0
CANDACE LOUNSBURY	BOARD MEMBERS	1.00	Director	$0	$0	$0
ART AVITIA	BOARD MEMBERS	1.00	Director	$0	$0	$0
AMY ANGEL	BOARD MEMBERS	1.00	Director	$0	$0	$0
JOE A MCFERRIN	PRESIDENT & CEO	40.00	Officer	$224,778	$16,553	$241,331
MITCHELL JULIA J	CHIEF OPERATING OFFICER	40.00	Officer	$158,259	$19,779	$178,038
FILLA KIMBERLY C	CHIEF FAMILY AND WELLNESS OFFICER	40.00	Officer	$118,801	$17,505	$136,306
KRISTA WOOD	CHIEF FINANCIAL OFFICER	40.00	Officer	$0	$0	$0
JASON CLANTON	CHIEF INFORMATION OFFICER	40.00	Officer	$98,645	$15,362	$114,007
JOHNSON ALVIN L	PRINCIPAL	40.00	Highest	$113,739	$4,813	$118,552
BELL MEGAN H	DIRECTOR, EMPLOYMENT TRAINING	40.00	Highest	$110,868	$16,221	$127,089
HICKOK DAMON A	PRINCIPAL	40.00	Highest	$103,817	$1,103	$104,920
ERICKSON NICOLE C	DIRECTOR, COMMUNICATIONS AND STRATEGIC PARNERSHIPS	40.00	Highest	$100,397	$11,452	$111,849

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
2024	No data	No data	No data	No data
2023	$21,741,292	$21,201,097	$10,520,628	$540,195
2022	$15,766,832	$15,194,974	$7,918,751	$571,858
2021	$14,846,172	$11,183,481	$6,340,038	$3,662,691
2020	$10,347,476	$10,283,508	$3,528,463	$63,968

PORTLAND OPPORTUNITIES INDUST CENTER