Organization For Economic Initiatives Inc (EIN 930952197) - 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

J Rick Evans

Phone

5418887034

Tax Period

2022-07-01 to 2023-06-30

Organization For Economic Initiatives Inc, founded in 1987, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2022.

Mission

Contributing to Oregon's economic sustainability and business diversity through education, knowledge and collaboration.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,042,900

Program Service Revenue $10,672

Investment Income $108

Other Revenue $0

TOTAL REVENUE $1,053,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $772,145

Fundraising Expenses $0

Program Expenses $1,032,520

Other Expenses $262,444

TOTAL EXPENSES $1,034,589

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,053,680	$989,564	+0.1%
Expenses	$1,034,589	$923,353	+0.1%
Net Income	$19,091	$66,211	-0.7%

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

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

$120,758

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J Rick Evans	Executive Dir.	40.00	Officer	$102,333	$18,425	$120,758
Stephen Mohorko	Board Member	1.00	Director	$0	$0	$0
Wendy Williford Garcia	Board Member	1.00	Director	$0	$0	$0
Michael Lainoff	President	1.00	Officer Director	$0	$0	$0
Dan Warden	Sec/Treasurer	1.00	Officer 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
2023	$1,053,680	$1,034,589	$580,882	$19,091
2022	$989,564	$923,353	$608,234	$66,211
2021	$798,879	$764,282	$444,890	$34,597
2020	$786,338	$757,058	$446,221	$29,280
2019	$758,972	$765,411	$371,575	$-6,439
2018	$759,093	$735,971	$411,689	$23,122

Organization For Economic Initiatives Inc