VINTAGE TROLLEY 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

1991

Legal Domicile

Principal Officer

RICHARD GUSTAFSON

Phone

5033237363

Tax Period

2023-01-01 to 2023-12-31

VINTAGE TROLLEY INC, founded in 1991, is a micro nonprofit in the Unknown sector that reported $41K in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $78K exceeded revenue, resulting in a 90% operating deficit.

Mission

PROVIDE AWARENESS OF PORTLAND AND LAKE OSWEGO'S DOWNTOWN HISTORIC DISTRICTS.

Program Service Accomplishments

Program 1

Expenses: $78,064

THE ORGANIZATION PROVIDES VINTAGE TROLLEY VEHICLES TO THE CITY OF LAKE OSWEGO AT NO COST, AND IS OPERATED BE WILLAMETTE SHORE TROLLEY. RIDERSHIP INFORMATION IS REPORTED BY THE NON-PROOFIT OREGON...

THE ORGANIZATION PROVIDES VINTAGE TROLLEY VEHICLES TO THE CITY OF LAKE OSWEGO AT NO COST, AND IS OPERATED BE WILLAMETTE SHORE TROLLEY. RIDERSHIP INFORMATION IS REPORTED BY THE NON-PROOFIT OREGON ELECTRIC RAILWAY HISTORIAL SOCIETY.

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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 $36,017

Program Service Revenue $0

Investment Income $2,888

Other Revenue $2,168

TOTAL REVENUE $41,073

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,064

Other Expenses $78,064

TOTAL EXPENSES $78,064

Year-over-Year Comparison

	2023	2022	Change
Revenue	$41,073	$73,039	-0.4%
Expenses	$78,064	$57,686	+0.4%
Net Income	$-36,991	$15,353	-3.4%

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

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
BILL FAILING	Director	4.00	Director	$0	$0	$0
RICHARD GUSTAFSON	Chairman	4.00	Director	$0	$0	$0
ANNE NAITO-CAMPBELL	Director	4.00	Director	$0	$0	$0
SUSAN SEYL	Director	4.00	Director	$0	$0	$0
JEFF BRODERICK	Treasurer	4.00	Director	$0	$0	$0
ALEX ORESCHAK	Director	4.00	Director	$0	$0	$0
DAN BOWER	Director	4.00	Director	$0	$0	$0
DAVE JORLING	Director	4.00	Director	$0	$0	$0
DAVID HAROLD	Director	4.00	Director	$0	$0	$0
GERALD FOX	Director	4.00	Director	$0	$0	$0
MEGAN PHELAN	Director	4.00	Director	$0	$0	$0
PATRICK SWEENEY	Director	4.00	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	No data	No data	No data	No data
2023	$41,073	$78,064	$547,153	$-36,991
2022	$73,039	$57,686	$550,585	$15,353
2021	$27,609	$77,703	$587,736	$-50,094
2020	$169,403	$73,834	$569,022	$95,569
2019	$296,143	$222,437	$444,221	$73,706
2018	$93,621	$11,512	$400,700	$82,109