OREGON TECHNICAL ASSISTANCE CORPORA (EIN 930888144) - 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

PAULA BOGA

Phone

5035812726

Tax Period

2017-07-01 to 2018-03-31

OREGON TECHNICAL ASSISTANCE CORPORA, founded in 1984, is a small nonprofit that reported $530K in total revenue in fiscal year 2017. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $808K exceeded revenue, resulting in a 53% operating deficit.

Mission

OUR MISSION IS TO INFLUENCE POSITIVE CHANGE AND PROMOTE EQUITY THROUGH COLLABORATION, INNOVATIVE LEARNING OPPORTUNITIES, AND APPROACHES THAT SUPPORT PEOPLE TO DIRECT THEIR OWN LIVES.

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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 (2017)

Revenue Breakdown

Contributions & Grants $1,965

Program Service Revenue $523,167

Investment Income $4,527

Other Revenue $0

TOTAL REVENUE $529,659

Expense Breakdown

Grants Paid $145,001

Salaries & Benefits $503,131

Fundraising Expenses $3,255

Program Expenses $683,824

Other Expenses $159,946

TOTAL EXPENSES $808,078

Year-over-Year Comparison

	2017	2016	Change
Revenue	$529,659	$700,429	-0.2%
Expenses	$808,078	$957,052	-0.2%
Net Income	$-278,419	$-256,623	+0.1%

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

$113,227

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA KEENAN-MUDRICK	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEPHANIE HUNTER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ADAM AYERS	TREASURER/SE	2.00	Officer Director	$0	$0	$0
CANADA TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
CHELSEA HOLCOMB	DIRECTOR	2.00	Director	$0	$0	$0
PAULA BOGA	EXECUTIVE DI	40.00	Officer	$60,121	$9,576	$69,697
MELISSA BARTOLOME	ACCTG SPECIA	40.00	Officer	$35,255	$8,275	$43,530

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
2018	$529,659	$808,078	No data	$-278,419

OREGON TECHNICAL ASSISTANCE CORPORA