OSWEGO HERITAGE COUNCIL 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

Legal Domicile

Principal Officer

JEFF GUDMAN

Phone

5036356373

Tax Period

2023-01-01 to 2023-12-31

OSWEGO HERITAGE COUNCIL INC is a small nonprofit in the Arts, Culture & Humanities sector that reported $159K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $31K, a strong 20% operating margin.

Mission

PRESERVATION OF LOCAL HISTORY, CULTURE AND RELATED HISTORIC BUILDINGS & SITES. PLACING PLAQUES ON OR ADJACENT TO THESE BUILDINGS AND SITES AS A WAY OF IDENTIFICATION OF SIGNIFICANCE OF THE PROPERTY.

Program Service Accomplishments

Program 1

Expenses: $89,241 Revenue: $137,631

THE ANTIQUE AND COLLECTOR CAR/BOAT SHOW PROVIDES A DAY IN AUGUST FOR OWNERS OF CARS AND BBOATS THE OPPORTUNITY TO DISPLAY THEIR EARLY 1900 THROUGH 2000 VEHICLES AND BOATS IN A SUITABLE LOCATION IN...

THE ANTIQUE AND COLLECTOR CAR/BOAT SHOW PROVIDES A DAY IN AUGUST FOR OWNERS OF CARS AND BBOATS THE OPPORTUNITY TO DISPLAY THEIR EARLY 1900 THROUGH 2000 VEHICLES AND BOATS IN A SUITABLE LOCATION IN LAKE OSWEGO. THE EVENT IS OPEN, FREE OF CHARGE, TO THE PUBLIC. THE VARIETY OF CARS AND BOATS CAN SPAN OVER 100 YEARS. THE HISTORIC HOMES TOUR IS DESIGNED TO ENCOURAGE THE RETENTION OF EARLY 1900 HOMES TO RETAIN THE CHARM OF LAKE OSWEGO, OREGON'S PAST. EMPHASIS HAS BEEN ON HOMES BUILT BY LOCAL ARCHITECTS. THE TOUR HELPS PROMOTE THE PRESERVATION OF SUCH HOMES. RENTAL OF HISTORIC BUILDING TO OTHER NON-PROFITS AND TO MEMBERS FOR SPECIAL OCCASIONS TO SHOWCASE THE HISTORICAL SIGNIFICANCE OF THE PROPERTY.

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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 $89,137

Program Service Revenue $0

Investment Income $0

Other Revenue $69,916

TOTAL REVENUE $159,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,819

Fundraising Expenses $10,271

Program Expenses $89,241

Other Expenses $67,760

TOTAL EXPENSES $127,850

Year-over-Year Comparison

	2023	2022	Change
Revenue	$159,053	$175,950	-0.1%
Expenses	$127,850	$82,571	+0.5%
Net Income	$31,203	$93,379	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
STEPHEN BOW BECKHAM	DIRECTOR EMER.	Director	$0	$0	$0
MARK BROWNE	1st VP	Officer Director	$0	$0	$0
PHIL ENGSTROM	DIRECTOR EMER.	Director	$0	$0	$0
RON ERICKSON	DIRECTOR	Director	$0	$0	$0
YEN PHAM-BASSFORD	Director	Director	$0	$0	$0
CAROLINE GLAD	Director	Director	$0	$0	$0
JEFF GUDMAN	President	Director	$0	$0	$0
KAREN HARRIS	Secretary	Officer Director	$0	$0	$0
SCOTT HAVENS	Director	Director	$0	$0	$0
CANDEE JONES	DIRECTOR EMER.	Director	$0	$0	$0
GLENN LOWE	Director	Director	$0	$0	$0
ANN ZELTMANN	Director	Officer Director	$0	$0	$0
JEANIE MCGUIRE	Director	Director	$0	$0	$0
EDWARD MISKA	DIRECTOR EMER.	Director	$0	$0	$0
TOM O'CONNER	Director	Officer Director	$0	$0	$0
MARY PUSKAS	Director	Officer Director	$0	$0	$0
MARK INGLIS	Director	Director	$0	$0	$0
BILL WARNER	Director Emer.	Director	$0	$0	$0
ANN JORLING	2nd VP	Director	$0	$0	$0
GERRIT KOEPPING	Director	Director	$0	$0	$0
CHARLENE GREEN	Treasurer	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	$159,053	$127,850	$886,718	$31,203
2022	$175,950	$82,571	$853,031	$93,379
2021	$106,025	$68,793	$768,101	$37,232
2020	$67,306	$73,970	$741,428	$-6,664