OREGON MENNONITE RESIDENTIAL SERVICES INC (EIN 930916864) - 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

1986

Legal Domicile

Principal Officer

LORALEI LAVOIE

Phone

5419287232

Tax Period

2023-10-01 to 2024-09-30

OREGON MENNONITE RESIDENTIAL SERVICES INC, founded in 1986, is a mid-sized nonprofit that reported $11.4M in total revenue in fiscal year 2023. Expenses of $10.0M left a modest 12% surplus.

Mission

TO PROVIDE RESIDENTIAL AND SUPPORT SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.

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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 $607,256

Program Service Revenue $10,261,584

Investment Income $484,272

Other Revenue $4,747

TOTAL REVENUE $11,357,859

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,447,155

Fundraising Expenses $0

Program Expenses $8,891,398

Other Expenses $1,552,039

TOTAL EXPENSES $9,999,194

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,357,859	$10,628,732	+0.1%
Expenses	$9,999,194	$9,137,985	+0.1%
Net Income	$1,358,665	$1,490,747	-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

222

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

$175,240

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORALEI LAVOIE	EXECUTIVE DI	40.00	Officer	$39,209	$16,034	$175,240
DEBBIE PAULS	CHAIR	2.00	Officer Director	$0	$0	$0
DARREN STAUFFER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JUDY STUTZMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
JERRY STUTZMAN	BOARD MEMBER	1.50	Director	$0	$0	$0
DOUG TROYER	BOARD MEMBER	1.50	Director	$0	$0	$0
MARK NORD	BOARD MEMBER	1.50	Director	$0	$0	$0
JANN HORNER	BOARD MEMBER	1.50	Director	$0	$0	$0
HANNAH MILLER	BOARD MEMBER	1.50	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	$11,357,859	$9,999,194	$19,049,112	$1,358,665
2023	$10,628,732	$9,137,985	$16,605,660	$1,490,747
2022	$9,761,224	$8,023,677	$14,808,944	$1,737,547
2021	$8,078,458	$7,426,094	$14,714,035	$652,364
2020	$8,413,635	$6,755,385	$13,528,011	$1,658,250
2019	$6,886,866	$6,400,839	$11,649,874	$486,027
2018	$6,946,877	$6,203,444	$11,065,450	$743,433

OREGON MENNONITE RESIDENTIAL SERVICES INC