EPISCOPAL BISHOP OF OREGON FOUNDATION (EIN 930699888) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

THE RIGHT REV DIANA AKIYA

Phone

5036365613

Tax Period

2023-01-01 to 2023-12-31

EPISCOPAL BISHOP OF OREGON FOUNDATION, founded in 1977, is a small nonprofit in the Religion sector that reported $366K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $341K left a modest 7% surplus.

Mission

TO SUPPORT THE CREATION AND DEVELOPMENT OF HEALTHY DIOCESAN INSTITUTIONS, VITAL CONGREGATIONS AND AFFILIATED ORGANIZATIONS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $365,561

Other Revenue $0

TOTAL REVENUE $365,561

Expense Breakdown

Grants Paid $301,964

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $302,702

Other Expenses $39,036

TOTAL EXPENSES $341,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$365,561	$327,138	+0.1%
Expenses	$341,000	$493,947	-0.3%
Net Income	$24,561	$-166,809	-1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
THE RT REV DIANA AKIYAMA	PRESIDENT	1.00	Officer Director	$0	$0	$0
REV DON LAUREL HART	TREASURER	10.00	Officer Director	$0	$0	$0
MS MICHELA BEDARD	DIRECTOR	2.00	Director	$0	$0	$0
REV MARY PIPER	DIRECTOR	2.00	Director	$0	$0	$0
MS SHARON ROGERS	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
2024	No data	No data	No data	No data
2023	$365,561	$341,000	$12,443,393	$24,561
2023	No data	No data	No data	No data
2022	$327,138	$493,947	$11,093,350	$-166,809
2022	$527,502	$494,192	$11,293,350	$33,310
2022	$527,502	$494,192	$11,093,350	$33,310
2021	$1,771,431	$486,969	$13,539,750	$1,284,462
2020	$1,078,496	$885,926	$12,245,287	$192,570
2019	$1,946,098	$688,536	$12,063,717	$1,257,562
2018	$626,960	$1,929,301	$10,731,347	$-1,302,341

EPISCOPAL BISHOP OF OREGON FOUNDATION