UMPQUA VALLEY PUBLIC DEFENDER (EIN 930820623) - 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

1982

Legal Domicile

Principal Officer

ERIK SWALLOW

Phone

5419575344

Tax Period

2022-07-01 to 2023-06-30

UMPQUA VALLEY PUBLIC DEFENDER, founded in 1982, is a community nonprofit in the Unknown sector that reported $3.2M in total revenue in fiscal year 2022. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $2.9M left a modest 9% surplus.

Mission

LEGAL SERVICES - PUBLIC DEFENDER

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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 $0

Program Service Revenue $3,173,139

Investment Income $84

Other Revenue $0

TOTAL REVENUE $3,173,223

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,504,508

Fundraising Expenses $0

Program Expenses $2,880,733

Other Expenses $376,225

TOTAL EXPENSES $2,880,733

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,173,223	$2,888,601	+0.1%
Expenses	$2,880,733	$2,873,098	+0.0%
Net Income	$292,490	$15,503	+17.9%

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

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

$135,560

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF PUGH	DIRECTOR	1.00	Director	$0	$0	$0
RONALD AITKEN	DIRECTOR	1.00	Director	$0	$0	$0
CANDENCE WHITELAY	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN JUNGWORTH	DIRECTOR	1.00	Director	$0	$0	$0
JERRY WAYBRANT	DIRECTOR	1.00	Director	$0	$0	$0
ERIK SWALLOW	EXECUTIVE DIRECTOR	40.00	Officer	$135,560	$0	$135,560

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	$3,173,223	$2,880,733	$1,663,160	$292,490
2022	$2,888,601	$2,873,098	$1,339,092	$15,503
2021	$2,666,506	$2,681,197	$1,389,195	$-14,691
2020	$2,317,467	$2,339,229	$1,467,310	$-21,762
2019	$2,199,392	$2,260,112	$1,655,109	$-60,720
2018	$2,148,226	$2,255,983	$1,629,715	$-107,757

UMPQUA VALLEY PUBLIC DEFENDER