OREGON PEOPLE'S UTILITY DISTRICT A… - Form 990 Financial Data

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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

CHARLES KIMBALL

Phone

5033704413

Tax Period

2023-01-01 to 2023-12-31

OREGON PEOPLE'S UTILITY DISTRICT ASSOCIATION, founded in 1982, is a small nonprofit that reported $282K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $264K left a modest 6% surplus.

Mission

TO BENEFIT CUSTOMER OWNERS OF PUDS, INFLUENCE STATE LEGISLATION, REGULATION AND POLICY AND PROVIDE FOCUS ON RELATED INTERESTS OF ITS MEMBER PUDS BY NETWORKING, IDEA SHARING, AND EDUCATING EACH OTHER.

Program Service Accomplishments

Program 1

PUBLISHING THE ANNUAL DIRECTORY OF THE ASSOCIATION AND MEMBER PUDS, INCLUDING ALL OFFICERS, DIRECTORS AND RELATED INFORMATION.

Program 2

HOLDING MONTHLY BOARD MEETINGS, MEETINGS WITH MEMBER PUDS AND THE ANNUAL MEETING WITH AFTERNOON EDUCATION SESSION.

Program 3

LEGISLATIVE OUTREACH, INCLUDING SERVICES OF PROFESSIONAL TO MONITOR ELECTRICAL ENERGY RELATED ISSUES AND LEGISLATION.

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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 $0

Program Service Revenue $276,284

Investment Income $2,189

Other Revenue $3,425

TOTAL REVENUE $281,898

Expense Breakdown

Grants Paid $250

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $263,972

TOTAL EXPENSES $264,222

Year-over-Year Comparison

	2023	2022	Change
Revenue	$281,898	$249,399	+0.1%
Expenses	$264,222	$259,200	+0.0%
Net Income	$17,676	$-9,801	-2.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MERLE GILLESPIE	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE REED	DIRECTOR	1.00	Director	$0	$0	$0
JUDY MATHENY	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA TROUT	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE JACOBSON	DIRECTOR	1.00	Director	$0	$0	$0
DOUG OLSON	PRESIDENT	10.00	Officer Director	$0	$0	$0
CHARLES KIMBALL	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
CURT OFFENBACHER	SECRETARY/TREASURER	2.00	Officer 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	$281,898	$264,222	$57,147	$17,676
2022	$249,399	$259,200	$39,471	$-9,801
2021	$185,822	$198,715	$74,517	$-12,893
2020	$177,705	$205,251	$62,165	$-27,546
2019	$223,815	$234,770	$89,711	$-10,955
2018	$252,495	$222,342	$100,666	$30,153

OREGON PEOPLE'S UTILITY DISTRICT ASSOCIATION