Southern Oregon Visitors Association (EIN 930867777) - 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

1984

Legal Domicile

Principal Officer

Bob Hackett

Phone

5417081994

Tax Period

2024-07-01 to 2025-06-30

Southern Oregon Visitors Association, founded in 1984, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

To increase and lengthen visitor stays by marketing the region as a destination and by encouraging cooperative efforts in the areas of outreach marketing, visitor research, education, and public relations.

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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 $859,252

Program Service Revenue $162,000

Investment Income $17,368

Other Revenue $0

TOTAL REVENUE $1,038,620

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $393,996

Fundraising Expenses $0

Other Expenses $616,035

TOTAL EXPENSES $1,022,031

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,038,620	$815,939	+0.3%
Expenses	$1,022,031	$852,135	+0.2%
Net Income	$16,589	$-36,196	-1.5%

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

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

$138,014

Total Directors

$138,014

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Allen Pike	Past-President	1.00	Officer Director	$0	$0	$0
Bob Hackett	Executive Dir-non voting	40.00	Officer Director	$97,421	$40,593	$138,014
Dan Buck	Director	1.00	Director	$0	$0	$0
Ellsworth Lang	Director	1.00	Director	$0	$0	$0
Erik Johnson	Director	1.00	Director	$0	$0	$0
Jen Roe	Director	1.00	Director	$0	$0	$0
Jessica Cannon	Director	1.00	Director	$0	$0	$0
Katherine Cato	Treasurer	2.00	Officer Director	$0	$0	$0
Dan Tappan	Director	1.00	Director	$0	$0	$0
Marissa Ruf	Director	1.00	Director	$0	$0	$0
Megan Curtis	Secretary	1.00	Officer Director	$0	$0	$0
Nathan Dwyer	Director	1.00	Director	$0	$0	$0
Nick McDaniel	Director	1.00	Director	$0	$0	$0
Pavlina McGrady	Director	1.00	Director	$0	$0	$0
Shelly Batty	Director	1.00	Director	$0	$0	$0
Steph Hendrickson	Director	1.00	Director	$0	$0	$0
Suzanne Riley	Director	1.00	Director	$0	$0	$0
Terry Bently	Director	1.00	Director	$0	$0	$0
TJ Holmes	President	1.00	Officer Director	$0	$0	$0
Millie Osguthorpe	Director	1.00	Director	$0	$0	$0
Janelle Brown	Director	1.00	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	$1,038,620	$1,022,031	$395,402	$16,589
2024	$815,939	$852,135	$433,541	$-36,196
2023	$917,127	$1,074,052	$357,552	$-156,925
2022	$836,515	$775,955	$643,183	$60,560
2021	$971,771	$765,888	$510,702	$205,883
2020	$955,528	$771,814	$201,890	$183,714
2019	$718,859	$740,630	$60,132	$-21,771
2018	$561,130	$558,341	$100,406	$2,789

Southern Oregon Visitors Association