OBA EDUCATION FOUNDATION

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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

SCOTT BRUUN

Phone

5035813522

Tax Period

2023-01-01 to 2023-12-31

OBA EDUCATION FOUNDATION, founded in 1985, is a small nonprofit in the Public & Societal Benefit sector that reported $105K in total revenue in fiscal year 2023. Expenses of $163K exceeded revenue, resulting in a 55% operating deficit.

Mission

The OBA Education Foundation's overall mission is education. The Foundation seeks to explore and enhance educational opportunities for individuals in areas of banking, public and private finance, financial literacy, business, financial planning and other related subjects.

Program Service Accomplishments

Program 1

Expenses: $135,944

THE OBA EDUCATION FOUNDATION FOCUSED ON ENHANCING FINANCIAL LITERACY IN OREGON AND DEVELOPING FUTURE GENERATIONS OF OREGON BANKERS. CONTRIBUTIONS TO THE OBA EDUCATION FOUNDATION HELPED SUPPORT THE...

THE OBA EDUCATION FOUNDATION FOCUSED ON ENHANCING FINANCIAL LITERACY IN OREGON AND DEVELOPING FUTURE GENERATIONS OF OREGON BANKERS. CONTRIBUTIONS TO THE OBA EDUCATION FOUNDATION HELPED SUPPORT THE FOLLOWING INITIATIVES IN 2023: PARTNERED WITH OREGON STATE UNIVERSITY, UNIVERSITY OF OREGON AND EASTERN OREGON UNIVERSITY TO SUPPORT COMMERCIAL BANKING EDUCATION AND CAREER DEVELOPMENT. ENGAGED IN FINANCIAL EDUCATION PROGRAMS AND PROVIDED GRANTS TO ORGANIZATIONS SUCH AS CATHOLIC CHARITIES SAVE FIRST, JUNIOR ACHIEVEMENT FINANCE PARK, WILLAMETTE ACADEMY, SE WORKS BANKWORK$, CENTRO CULTURAL OF WASHINGTON COUNTY AND OTHERS. PROMOTED FINANCIAL EDUCATION INITIATIVES LIKE FINANCIAL LITERACY MONTH, GET SMART ABOUT CREDIT DAY AND TEACH CHILDREN TO SAVE DAY.

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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 $72,055

Program Service Revenue $0

Investment Income $25,574

Other Revenue $7,766

TOTAL REVENUE $105,395

Expense Breakdown

Grants Paid $122,250

Salaries & Benefits $0

Fundraising Expenses $524

Program Expenses $135,944

Other Expenses $40,737

TOTAL EXPENSES $162,987

Year-over-Year Comparison

	2023	2022	Change
Revenue	$105,395	$110,647	0.0%
Expenses	$162,987	$58,862	+1.8%
Net Income	$-57,592	$51,785	-2.1%

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

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
RICHARD E BROWN	Chair	1.00	Officer Director	$0	$0	$0
BECKY TYMCHUK	Director	1.00	Director	$0	$0	$0
STUART B ALLEN	Director	1.00	Director	$0	$0	$0
GORDON ZIMMERMAN	EX-OFFICIO DIR	1.00	Director	$0	$0	$0
LISA M FAJARDO-FAUST	Director	1.00	Director	$0	$0	$0
CHRIS KARLIN	Director	1.00	Director	$0	$0	$0
LINDA W NAVARRO	SECRETARY-TREAS	1.00	Officer Director	$0	$0	$0
JEFF SUMPTER	Director	1.00	Director	$0	$0	$0
JOAN REUKAUF	Director	1.00	Director	$0	$0	$0
JOHN R HANCOCK	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
ELISE BOUNEFF	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
2024	No data	No data	No data	No data
2023	$105,395	$162,987	$1,464,871	$-57,592
2022	$110,647	$58,862	$1,252,728	$51,785
2021	$99,969	$71,903	$1,418,053	$28,066
2020	$104,882	$93,453	$1,227,787	$11,429
2019	$54,812	$58,518	$1,056,771	$-3,706
2018	$51,350	$77,101	$854,726	$-25,751