MENTAL HEALTH & ADDICTION ASSOCIATION OF OREGON (EIN 931012686) - 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

2001

Legal Domicile

Principal Officer

JANIE GULLICKSON

Phone

5039222377

Tax Period

2022-07-01 to 2023-06-30

MENTAL HEALTH & ADDICTION ASSOCIATION OF OREGON, founded in 2001, is a mid-sized nonprofit that reported $17.2M in total revenue in fiscal year 2022. Revenue surged 177% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.3M, a strong 31% operating margin.

Mission

INCLUSIVE PEER-RUN ORGANIZATION DEDICATED TO SELF-DIRECTION HONORING THE VOICE OF LIVED EXPERIENCE.

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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 $16,835,135

Program Service Revenue $309,089

Investment Income $303

Other Revenue $64,427

TOTAL REVENUE $17,208,954

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,692,982

Fundraising Expenses $0

Program Expenses $9,349,996

Other Expenses $3,185,889

TOTAL EXPENSES $11,878,871

Year-over-Year Comparison

	2022	2021	Change
Revenue	$17,208,954	$6,217,133	+1.8%
Expenses	$11,878,871	$5,937,906	+1.0%
Net Income	$5,330,083	$279,227	+18.1%

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

149

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

$146,452

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN BOWERS	CHAIR	1.00	Officer Director	$0	$0	$0
AARON TRUBY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MELANIE PAYNE	SECRETARY	1.00	Officer Director	$0	$0	$0
NICK CHAIYACHAKORN	TREASURER	1.00	Officer Director	$0	$0	$0
STEVE SANDEN	DIRECTOR	1.00	Director	$0	$0	$0
DAVE OTTE	DIRECTOR	1.00	Director	$0	$0	$0
JANIE GULLICKSON	EXECUTIVE DIRECTOR	40.00	Officer	$135,944	$10,508	$146,452
JOHN DOMINGO	FINANCE & IT DIRECTOR	40.00	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	No data	No data	No data	No data
2023	$17,208,954	$11,878,871	$9,862,072	$5,330,083
2022	$6,217,133	$5,937,906	$1,449,873	$279,227
2021	$5,217,238	$4,015,864	$1,452,580	$1,201,374
2019	$2,760,637	$2,817,258	$454,073	$-56,621
2018	$2,106,822	$2,050,274	$461,832	$56,548

MENTAL HEALTH & ADDICTION ASSOCIATION OF OREGON