OREGON SCHOOL FACILITY MANAGEMENT ASSOCIATION INC (EIN 930937538) - 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

1987

Legal Domicile

Principal Officer

JACKIE OLSEN

Phone

5034807218

Tax Period

2023-07-01 to 2024-06-30

OREGON SCHOOL FACILITY MANAGEMENT ASSOCIATION INC, founded in 1987, is a small nonprofit that reported $198K in total revenue in fiscal year 2023. The organization ran a surplus of $40K, a strong 20% operating margin.

Mission

Professional association providing professional development specifically to members involved in custodial, grounds and facility maintenance in schools.

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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 $27,135

Program Service Revenue $170,549

Investment Income $31

Other Revenue $0

TOTAL REVENUE $197,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $114,271

Other Expenses $150,823

TOTAL EXPENSES $157,262

Year-over-Year Comparison

	2023	2022	Change
Revenue	$197,715	$203,281	0.0%
Expenses	$157,262	$185,553	-0.2%
Net Income	$40,453	$17,728	+1.3%

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
Robyn Stolin	Zone Director	0	Director	$0	$0	$0
Leroy Crouch	Zone Director	0	Director	$0	$0	$0
Jon McCalip	Zone Director	0	Director	$0	$0	$0
Todd Rainwater	Zone Director	0	Director	$0	$0	$0
Darrick Cope	Zone Director	0	Director	$0	$0	$0
Jason Beam	Partner Member	0	Director	$0	$0	$0
Jackie Olsen	Executive Director	5	Director	$0	$0	$0
Alan Crapser	President	1	Officer	$0	$0	$0
Anne Birky	President Elect	0.5	Officer	$0	$0	$0
Chelse Lincoln Lane	Vice President	0.5	Officer	$0	$0	$0
Rod Maynard	Treasurer	0.5	Officer	$0	$0	$0
Walter Norris	Past President	0.5	Officer	$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	$197,715	$157,262	$262,231	$40,453
2023	$203,281	$185,553	$221,778	$17,728

OREGON SCHOOL FACILITY MANAGEMENT ASSOCIATION INC