OREGON COUNCIL FOR THE HUMANITIES

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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

1978

Legal Domicile

Principal Officer

ADAM DAVIS

Phone

5032410543

Tax Period

2023-11-01 to 2024-10-31

OREGON COUNCIL FOR THE HUMANITIES, founded in 1978, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

OREGON HUMANITIES IS AN INDEPENDENT NONPROFIT ORGANIZATION FORMED IN 1978. OREGON HUMANITIES CONNECTS PEOPLE AND COMMUNITIES THROUGH CONVERSATION, STORYTELLING, AND PARTICIPATORY PROGRAMS TO INSPIRE UNDERSTANDING AND COLLABORATIVE CHANGE. (CONTINUED ON SCH. O) THE IMPACT OF THIS WORK IS PROFOUND: PARTICIPANTS LISTEN, QUESTION, RETHINK, AND CONSIDER MORE DEEPLY AND, AS A RESULT, ACT FROM A PLACE OF KNOWLEDGE, COMPASSION, CONNECTEDNESS, AND PERSONAL RESPONSIBILITY. OREGON HUMANITIES IS AN INDEPENDENT NONPROFIT ORGANIZATION FORMED IN 1978. OREGON HUMANITIES IS AN INDEPENDENT AFFILIATE OF THE NATIONAL ENDOWMENT FOR THE HUMANITIES (NEH) AND IS SUPPORTED BY GRANTS FROM NEH AND GIFTS FROM INDIVIDUALS AND FOUNDATIONS THROUGHOUT OREGON.

Program Service Accomplishments

Program 1

Expenses: $574,717 Revenue: $67,882

PUBLIC PROGRAMS INCLUDE THE FOLLOWING:THE CONVERSATION PROJECT: THE CONVERSATION PROJECT BRINGS OREGONIANS TOGETHER TO TALK -- ACROSS DIFFERENCES, BELIEFS, AND BACKGROUNDS -- ABOUT IMPORTANT ISSUES AND IDEAS. NONPROFITS, COMMUNITY GROUPS, AND BUSINESSES APPLY TO HOST PROGRAMS ON THE TOPICS RELEVANT TO THEIR COMMUNITIES. CONVERSATIONS ARE LED BY FACILITATORS WHO ARE TRAINED TO CONNECT THE TOPIC TO THE LOCAL COMMUNITY AND TO CHALLENGE PARTICIPANTS TO THINK IN NEW WAYS. (CONTINUED ON SCHEDULE O)PUBLIC PROGRAMS INCLUDE THE FOLLOWING:CONSIDER THIS: CONSIDER THIS IS A SERIES OF ON-STAGE CONVERSATIONS THAT HAPPEN IN PORTLAND AND IN CITIES AROUND THE STATE. THE SERIES BRINGS PEOPLE TOGETHER IN THEATERS, PUBS, CAFES, AND OTHER VENUES AROUND OREGON.SO MUCH TOGETHER: SO MUCH TOGETHER IS A SERIES OF WORKSHOPS CELEBRATING THE ABUNDANCE OF COLLABORATIVE AND IMAGINATIVE WORK HAPPINING IN OREGON AND THROUGHOUT THE PACIFIC NORTHWEST. THESE WORKSHOPS BLEND PRESENTATION, CONVERSATION, AND ACTIVITIES TO BUILD UNDERSTANDING OF HOW GREAT WORK IS SHAPING LIVES AND THE LAND IN OUR REGION. FACILITATION TRAINING: OREGON HUMANITIES TRAINS GROUPS OF PEOPLE AROUND THE STATE AND THE NATION TO LEAD CHALLENGING CONVERSATIONS IN THEIR COMMUNITIES AND WORKPLACES.SPECIAL PROJECTS: IN ADDITION TO ONGOING REGULAR PROGRAMMING, OREGON HUMANITIES COLLABORATES WITH AND LEARNS FROM GROUPS AND ORGANIZATION DOING MEANINGFUL WORK ACROSS THE STATE.

Program 2

Expenses: $527,300

PUBLICATIONS: OREGON HUMANITIES MAGAZINE IS DEVOTED TO EXPLORING IMPORTANT AND TIMELY IDEAS FROM A VARIETY OF PERSPECTIVES -- ESPECIALLY THOSE THAT HAVE BEEN IGNORED, GENERALIZED, OR OPPRESSED -- AND TO STIMULATING REFLECTION AND PUBLIC CONVERSATION. THE MAGAZINE IS PUBLISHED THREE TIMES A YEAR AND REACHES NEARLY 14,000 SUBSCRIBERS WITH ITS ONLINE CONTENT REACHING THOUSANDS MORE. CURRICULUM BASED ON MAGAZINE STORIES IS PRODUCED AND DISTRIBUTED TO OREGON HIGH SCHOOL TEACHERS.

Program 3

Expenses: $827,152

GRANTS -- INCLUDE THE FOLLOWING:OREGON HUMANITIES FUNDS PUBLIC PROGRAMS THAT GET PEOPLE TOGETHER TO THINK AND TALK ABOUT CHALLENGING ISSUES AND IDEAS. OREGON HUMANITIES OFFERS PUBLIC PROGRAM GRANTS BETWEEN $1,000 AND $10,000, ONCE A YEAR. ADDITIONALLY, OREGON HUMANITIES DISTRIBUTES MINI GRANTS TO RURAL LIBRARIES TO CREATE AND HOST EVENTS IN THEIR COMMUNITIES.

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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 $2,256,955

Program Service Revenue $67,882

Investment Income $13,587

Other Revenue $777

TOTAL REVENUE $2,339,201

Expense Breakdown

Grants Paid $150,017

Salaries & Benefits $1,176,817

Fundraising Expenses $312,278

Program Expenses $1,945,035

Other Expenses $1,136,952

TOTAL EXPENSES $2,463,786

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,339,201	$2,552,790	-0.1%
Expenses	$2,463,786	$2,078,207	+0.2%
Net Income	$-124,585	$474,583	-1.3%

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

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

$167,255

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN CHIN	CHAIR	0.50	Officer Director	$0	$0	$0
JACQUELINE WILLINGHAM	TREASURER	0.50	Officer Director	$0	$0	$0
RENEE ROMAN NOSE	SECRETARY	0.50	Officer Director	$0	$0	$0
GEORGIA LEE HUSSEY	DIRECTOR	0.50	Director	$0	$0	$0
PAUL DUDEN	DIRECTOR	0.50	Director	$0	$0	$0
HANAKO WAKATSUIKI-CHONG	DIRECTOR	0.50	Director	$0	$0	$0
KERANI MITCHELL	DIRECTOR	0.50	Director	$0	$0	$0
TERESA STOVER	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN SAMEK	DIRECTOR	0.50	Director	$0	$0	$0
JANET WEBSTER	DIRECTOR	0.50	Director	$0	$0	$0
ALICIA BAY	DIRECTOR	0.50	Director	$0	$0	$0
CM HALL	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINA DEVILLIER	DIRECTOR	0.50	Director	$0	$0	$0
RAYMICIA MCGHEE	DIRECTOR	0.50	Director	$0	$0	$0
ANNA SORTUN	DIRECTOR	0.50	Director	$0	$0	$0
SANKAR RAMAN	DIRECTOR	0.50	Director	$0	$0	$0
KIM YOUNG	DIRECTOR	0.50	Director	$0	$0	$0
DARCI HANNING	DIRECTOR	0.50	Director	$0	$0	$0
KATIE HARRIS MURPHY	DIRECTOR	0.50	Director	$0	$0	$0
CAROL MATSUZAKI	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT ARELLANO	DIRECTOR	0.50	Director	$0	$0	$0
DANIEL GRANT	DIRECTOR	0.50	Director	$0	$0	$0
LEO BIALIS-WHITE	DIRECTOR	0.50	Director	$0	$0	$0
TIFFANI PENSON	DIRECTOR	0.50	Director	$0	$0	$0
CAM PREUS	DIRECTOR (THROUGH 05/2024)	0.50	Director	$0	$0	$0
ADAM DAVIS	EXECUTIVE DIRECTOR	40.00	Officer	$148,760	$18,495	$167,255

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	$2,339,201	$2,463,786	$4,329,653	$-124,585
2023	$2,552,790	$2,078,207	$4,278,663	$474,583
2022	$2,674,106	$2,791,512	$3,768,877	$-117,406
2021	$2,185,928	$1,826,324	$3,423,209	$359,604
2020	$2,357,647	$2,210,465	$2,576,725	$147,182
2019	$1,874,155	$1,933,429	$2,433,646	$-59,274