OREGON COALITION OF LOCAL HEALTH OFFICIALS INC (EIN 930926682) - 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

SARAH LOCHNER

Phone

5033296923

Tax Period

2024-06-01 to 2025-05-31

OREGON COALITION OF LOCAL HEALTH OFFICIALS INC, founded in 1986, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024.

Mission

ADVOCATE FOR AND INSTITUTE MEASURES FOR EFFECTIVE AND IMPROVED PUBLIC POLICIES, PROGRAMS, AND FINANCING OF LOCAL (STATE) PUBLIC HEALTH IN OREGON.

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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 $748,212

Program Service Revenue $587,178

Investment Income $357

Other Revenue $0

TOTAL REVENUE $1,335,747

Expense Breakdown

Grants Paid $0

Salaries & Benefits $657,855

Fundraising Expenses $0

Other Expenses $656,414

TOTAL EXPENSES $1,314,269

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,335,747	$1,263,407	+0.1%
Expenses	$1,314,269	$1,106,040	+0.2%
Net Income	$21,478	$157,367	-0.9%

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

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

$168,320

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP MASON-JOYNER	CHAIR	1.00	Officer Director	$0	$0	$0
CARRIE BROGOITTI	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOCELYN WARREN	PAST CHAIR	1.00	Officer Director	$0	$0	$0
SHANE SANDERSON	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
CHASTITY ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
TRISH ELLIOT	DIRECTOR	1.00	Director	$0	$0	$0
KIRSTEN AIRD	DIRECTOR	1.00	Director	$0	$0	$0
SARA HARTSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
JACKSON BAURES	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA MCINNES	DIRECTOR	1.00	Director	$0	$0	$0
KIM LA CROIX	DIRECTOR	1.00	Director	$0	$0	$0
KATIE RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
KARIE WILHITE	DIRECTOR	1.00	Director	$0	$0	$0
JILL QUACKENBUSH	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SELLERS	DIRECTOR	1.00	Director	$0	$0	$0
MARLENE PUTMAN	DIRECTOR	1.00	Director	$0	$0	$0
JAIME AANENSEN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LITTLE	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH FIUMARA	DIRECTOR	1.00	Director	$0	$0	$0
TIM LYNCH	DIRECTOR	1.00	Director	$0	$0	$0
JUDY CLARKE	DIRECTOR	1.00	Director	$0	$0	$0
KATIE PLUMB	DIRECTOR	1.00	Director	$0	$0	$0
MARIE BOMAN-DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER KAISNER	DIRECTOR	1.00	Director	$0	$0	$0
FLORENCE POURTAL	DIRECTOR	1.00	Director	$0	$0	$0
SARAH HARTENSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
BOB DANNENHOFFER	DIRECTOR	1.00	Director	$0	$0	$0
LINDSEY MANFRIN	DIRECTOR	1.00	Director	$0	$0	$0
DAILENE WILSON	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA STRICKER	DIRECTOR	1.00	Director	$0	$0	$0
PAT LUEDTKE	DIRECTOR	1.00	Director	$0	$0	$0
TREY THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
WENDY ZIEKER	DIRECTOR	1.00	Director	$0	$0	$0
KELLY SINGHOSE	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN CANADAY	DIRECTOR	1.00	Director	$0	$0	$0
SARAH LOCHNER	EXECUTIVE DIRECTOR	40.00	Officer	$146,212	$22,108	$168,320

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	$1,335,747	$1,314,269	$370,964	$21,478
2024	$1,263,407	$1,106,040	$371,187	$157,367
2023	$466,391	$539,507	$199,577	$-73,116
2022	$261,473	$309,034	$278,126	$-47,561
2021	$212,770	$248,133	$333,667	$-35,363
2020	$221,975	$254,755	$369,030	$-32,780
2019	$226,985	$265,509	$408,216	$-38,524
2018	$213,216	$324,478	$441,043	$-111,262

OREGON COALITION OF LOCAL HEALTH OFFICIALS INC