TECHNOLOGY ASSOCIATION OF OREGON (EIN 931003193) - 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

1989

Legal Domicile

Principal Officer

WARREN JR NEWBERRY

Tax Period

2024-01-01 to 2024-12-31

TECHNOLOGY ASSOCIATION OF OREGON, founded in 1989, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $1.6M exceeded revenue, resulting in a 21% operating deficit.

Mission

SUPPORT OUR MEMBERS AND PROMOTE THE GROWTH AND QUALITY OF OREGON'S TECHNOLOGY INDUSTRY.

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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 $603,235

Program Service Revenue $702,732

Investment Income $1,192

Other Revenue $15,122

TOTAL REVENUE $1,322,281

Expense Breakdown

Grants Paid $0

Salaries & Benefits $615,184

Fundraising Expenses $0

Other Expenses $985,356

TOTAL EXPENSES $1,600,540

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,322,281	$1,465,932	-0.1%
Expenses	$1,600,540	$1,695,513	-0.1%
Net Income	$-278,259	$-229,581	+0.2%

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

300

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

$204,016

Total Directors

$204,016

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WARREN JR NEWBERRY	President & CEO	40.00	Officer Director	$173,261	$30,755	$204,016
ALLISON PERSITZ	Chairman	1.00	Officer Director	$0	$0	$0
BRENT BULLOCK	Secretary	1.00	Officer Director	$0	$0	$0
DENNIS WHITE	Treasurer	1.00	Officer Director	$0	$0	$0
BLAIR MINNITI	Director	1.00	Director	$0	$0	$0
DANA LAWRENCE	Director	1.00	Director	$0	$0	$0
DOMINIC PEREZ	Director	1.00	Director	$0	$0	$0
ERIC PIERCE	Director	1.00	Director	$0	$0	$0
HEIDI EGGERT	Director	1.00	Director	$0	$0	$0
JERRYCK MURREY	Director	1.00	Director	$0	$0	$0
JON MIKO	Director	1.00	Director	$0	$0	$0
JOSH SMITH	Director	1.00	Director	$0	$0	$0
LEIGH GOWER	Director	1.00	Director	$0	$0	$0
MATT JOHNSON	Director	1.00	Director	$0	$0	$0
MATTHEW WILMOT	Director	1.00	Director	$0	$0	$0
MICHELLE SOARES	Director	1.00	Director	$0	$0	$0
MEHMET ASLAN	Director	1.00	Director	$0	$0	$0
BRIAN TOL	Director	1.00	Director	$0	$0	$0
MATT SAYRE	Director	1.00	Director	$0	$0	$0
RASHID SKAF	Director	1.00	Director	$0	$0	$0
SUE RICHARDS	Director	1.00	Director	$0	$0	$0
TAYO AKINS	Director	1.00	Director	$0	$0	$0
TONY SEMINARY	Director	1.00	Director	$0	$0	$0
TRAVIS PIERCE	Director	1.00	Director	$0	$0	$0
YALDA MOSHIRI	Director	1.00	Director	$0	$0	$0
MELISSA EVERS	Director	1.00	Director	$0	$0	$0
AMIR JOHNSON	Director	1.00	Director	$0	$0	$0
LITZY GARCIA	Director	1.00	Director	$0	$0	$0
JOAN PEPIN	Director	1.00	Director	$0	$0	$0
JOHN KOCHAVATR	Director	1.00	Director	$0	$0	$0
MARIAH SCOTT	Director	1.00	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	$1,322,281	$1,600,540	$409,069	$-278,259
2023	$1,465,932	$1,695,513	$827,587	$-229,581
2022	$1,508,962	$1,267,274	$1,122,940	$241,688
2021	$1,336,069	$1,263,283	$998,808	$72,786
2020	$1,214,959	$1,172,631	$1,327,856	$42,328
2019	$1,673,724	$1,705,696	$1,272,377	$-31,972
2018	$1,792,096	$1,727,495	$1,196,967	$64,601

TECHNOLOGY ASSOCIATION OF OREGON