THE OSCPA EDUCATIONAL FOUNDATION (EIN 930889479) - 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

1985

Legal Domicile

Principal Officer

PATRICIA MORRIS

Phone

5036417200

Tax Period

2023-07-01 to 2024-06-30

THE OSCPA EDUCATIONAL FOUNDATION, founded in 1985, is a small nonprofit that reported $190K in total revenue in fiscal year 2023. The organization ran a surplus of $40K, a strong 21% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO HIGH-ACHIEVING COLLEGE STUDENTS IN OREGON AND SOUTHWEST WASHINGTON PURSUING A CPA CAREER; RAISE THE DOLLAR AMOUNTS OF SCHOLARSHIPS; AND OFFER SCHOLARSHIPS THAT ENCOURAGE CANDIDATES CONSIDERING A CAREER CHANGE TO PURSUE AN ADVANCED EDUCATION IN ACCOUNTING.

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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 $161,413

Program Service Revenue $0

Investment Income $28,697

Other Revenue $0

TOTAL REVENUE $190,110

Expense Breakdown

Grants Paid $140,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $140,500

Other Expenses $9,998

TOTAL EXPENSES $150,498

Year-over-Year Comparison

	2023	2022	Change
Revenue	$190,110	$192,424	0.0%
Expenses	$150,498	$142,516	+0.1%
Net Income	$39,612	$49,908	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER DAHLVIG	PRESIDENT	0.30	Officer Director	$0	$0	$0
DAVID E ADAMS	PRESIDENT-ELECT	0.20	Officer Director	$0	$0	$0
DARLENE E BOLES	SECRETARY/TREASURER	1.50	Officer Director	$0	$0	$0
TRICIA S DUNCAN	DIRECTOR	0.20	Director	$0	$0	$0
KATHERINE S HAINES	DIRECTOR	0.20	Director	$0	$0	$0
CASS HAUSSERMAN	DIRECTOR	0.20	Director	$0	$0	$0
MATTHEW DT HILTON	DIRECTOR	0.20	Director	$0	$0	$0
JAMES J JURINSKI	DIRECTOR	0.20	Director	$0	$0	$0
SUZANNE P MCGRATH	DIRECTOR	0.20	Director	$0	$0	$0
SHERRI LD MCPHERSON	DIRECTOR	0.20	Director	$0	$0	$0
PATRICIA M MORRIS	DIRECTOR	0.20	Director	$0	$0	$0
KARA OBERMIRE	DIRECTOR	0.20	Director	$0	$0	$0
DWAYNE S RICHARDSON	DIRECTOR	0.20	Director	$0	$0	$0
KRISTINE RUPP	DIRECTOR	0.20	Director	$0	$0	$0
DAVID M SACOOLAS	DIRECTOR	0.20	Director	$0	$0	$0
JENNIFER M VALDEZ	DIRECTOR	0.20	Director	$0	$0	$0
RICHARD W WINGARD	DIRECTOR	0.20	Director	$0	$0	$0
RICHARD B WINKEL	DIRECTOR	0.20	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	No data	No data	No data	No data
2024	$190,110	$150,498	$918,244	$39,612
2023	$192,424	$142,516	$851,275	$49,908
2022	$248,552	$125,004	$776,151	$123,548
2021	$178,631	$113,426	$734,191	$65,205
2020	$136,101	$125,343	$629,255	$10,758
2019	$109,278	$106,133	$624,674	$3,145

THE OSCPA EDUCATIONAL FOUNDATION