SOUTHERN OREGON ASPIRE (EIN 930654596) - 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

1975

Legal Domicile

Principal Officer

SARAH COLLINS

Phone

5414768241

Tax Period

2024-01-01 to 2024-12-31

SOUTHERN OREGON ASPIRE, founded in 1975, is a mid-sized nonprofit in the Employment sector that reported $10.7M in total revenue in fiscal year 2024.

Mission

INSPIRING UNLIMITED OPPORTUNITIES FOR PEOPLE TO CREATE THE LIFE THEY CHOOSE.

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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 $229,868

Program Service Revenue $10,208,609

Investment Income $232,990

Other Revenue $1,817

TOTAL REVENUE $10,673,284

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,694,795

Fundraising Expenses $0

Program Expenses $8,722,472

Other Expenses $1,704,650

TOTAL EXPENSES $10,399,445

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,673,284	$10,277,059	+0.0%
Expenses	$10,399,445	$10,395,486	+0.0%
Net Income	$273,839	$-118,427	-3.3%

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

312

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

$199,974

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET FORSBERG	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JIM HAMILTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
SETH BENHAM	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KURT TAMASHIRO	DIRECTOR	1.00	Director	$0	$0	$0
DONI HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
FAITH REILING	DIRECTOR	1.00	Director	$0	$0	$0
MEGHAN BOEHM	CFO	35.00	Officer	$72,946	$9,266	$82,212
SARAH COLLINS	CEO	40.00	Officer	$107,935	$9,827	$117,762

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	$10,673,284	$10,399,445	$8,141,493	$273,839
2023	$10,277,059	$10,395,486	$7,439,761	$-118,427
2022	$9,485,378	$9,587,898	$7,780,797	$-102,520
2021	$10,800,506	$8,776,246	$7,197,686	$2,024,260
2020	$8,510,329	$8,082,848	$6,554,155	$427,481
2019	$9,024,001	$9,522,542	$5,055,741	$-498,541

SOUTHERN OREGON ASPIRE