UMPQUA HOMES INC

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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

1986

Legal Domicile

Principal Officer

NATASHA ATKINSON

Phone

5416732240

Tax Period

2024-07-01 to 2025-06-30

UMPQUA HOMES INC, founded in 1986, is a community nonprofit that reported $9.6M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year.

Mission

UMPQUA HOMES, INC'S REWARD IS YOUR GROWTH. WE ARE UNITED IN PROVIDING A FOUNDATION OF INDEPENDENCE AND CHOICE. ENGAGING ALL PEOPLE TO EXPLORE A LIFESTYLE THAT MAKES THEM PROUD.

Program Service Accomplishments

Program 1

Expenses: $9,001,419 Revenue: $428,433

UMPQUA HOMES, INC. PROVIDES THOSE WITH DIFFERING ABILITIES OPTIONS AND RESOURCES TO ENHANCE QUALITY OF LIFE AND GROWTH. WE FOSTER AN ENVIRONMENT WHERE SUCCESS IS BUILT WITH HONESTY, INTEGRITY...

UMPQUA HOMES, INC. PROVIDES THOSE WITH DIFFERING ABILITIES OPTIONS AND RESOURCES TO ENHANCE QUALITY OF LIFE AND GROWTH. WE FOSTER AN ENVIRONMENT WHERE SUCCESS IS BUILT WITH HONESTY, INTEGRITY, TOLERANCE, DIGNITY, AND ACCEPTANCE. IN ADDITION, WE ENDEAVOR TO EXPAND THE COMMUNITY'S POSITIVE AWARENESS OF PEOPLE WITH DIFFERING ABILITIES.

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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 $8,997,257

Program Service Revenue $428,433

Investment Income $66,295

Other Revenue $112,184

TOTAL REVENUE $9,604,169

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,900,866

Fundraising Expenses $0

Program Expenses $9,001,419

Other Expenses $2,279,534

TOTAL EXPENSES $10,180,400

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,604,169	$10,118,825	-0.1%
Expenses	$10,180,400	$10,543,648	0.0%
Net Income	$-576,231	$-424,823	+0.4%

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

179

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

$174,564

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY ROBINSON	PRESIDENT/TR	1.00	Officer Director	$0	$0	$0
CHARLES LEE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
TERESA KOWAL	SECRETARY	1.00	Officer Director	$0	$0	$0
LYNETTE MCDOWELL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HOLING	DIRECTOR	1.00	Director	$0	$0	$0
CHARLENE SPARLIN	DIRECTOR	1.00	Director	$0	$0	$0
NATASHA ATKINSON	EXECUTIVE DI	40.00	Officer	$138,494	$36,070	$174,564

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	$9,604,169	$10,180,400	$7,010,185	$-576,231
2024	No data	No data	No data	No data
2023	$10,088,311	$10,023,127	$7,721,607	$65,184
2022	$8,746,220	$9,150,188	$7,479,686	$-403,968