OREGON TRAINING INSTITUTE (EIN 930860786) - 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

1980

Legal Domicile

Principal Officer

DREW SIZEMORE

Phone

5419717283

Tax Period

2024-07-01 to 2025-06-30

OREGON TRAINING INSTITUTE, founded in 1980, is a small nonprofit in the Housing & Shelter sector that reported $948K in total revenue in fiscal year 2024. Revenue surged 70% from the prior year, signaling strong growth momentum. The organization ran a surplus of $156K, a strong 16% operating margin.

Mission

TO CONSERVE ENERGY AND TO HELP LOW INCOME RESIDENTS OF OREGON MEET THEIR ENERGY NEEDS WHILE ASSURING THEIR HEALTH AND SAFETY.

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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 $716,138

Program Service Revenue $231,983

Investment Income $0

Other Revenue $0

TOTAL REVENUE $948,121

Expense Breakdown

Grants Paid $0

Salaries & Benefits $554,006

Fundraising Expenses $0

Program Expenses $731,743

Other Expenses $237,837

TOTAL EXPENSES $791,843

Year-over-Year Comparison

	2024	2023	Change
Revenue	$948,121	$556,766	+0.7%
Expenses	$791,843	$489,313	+0.6%
Net Income	$156,278	$67,453	+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

N/A

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

$108,196

Total Directors

$108,196

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DREW SIZEMORE	EXECUTIVE DIRECTOR	40.00	Officer Director	$89,494	$18,702	$108,196
CHRISTINA ZAMORA	CHAIR	2.00	Officer Director	$0	$0	$0
KASEY BUCKLES	VICE CHAIR (THRU 06/2025)	2.00	Officer Director	$0	$0	$0
KRAIG LUDWIG	TREASURER	2.00	Officer Director	$0	$0	$0
DAN BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
JOE COLLETT	BOARD MEMBER	2.00	Director	$0	$0	$0
ROGELIO CORTES	BOARD MEMBER	2.00	Director	$0	$0	$0
RICK HODGES	BOARD MEMBER	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
2025	$948,121	$791,843	$471,181	$156,278
2024	$556,766	$489,313	$314,903	$67,453
2023	$427,701	$285,925	$247,450	$141,776
2022	$146,284	$135,766	$39,132	$10,518
2021	$157,071	$169,207	$35,093	$-12,136
2020	$201,741	$228,389	$85,161	$-26,648
2019	$278,666	$272,276	$85,120	$6,390

OREGON TRAINING INSTITUTE