SOUTHERN OREGON REGIONAL ECONOMIC DEVELOPMENT INC (EIN 931062727) - 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

BLAIR SUNDELL

Phone

5417738946

Tax Period

2024-07-01 to 2025-06-30

SOUTHERN OREGON REGIONAL ECONOMIC DEVELOPMENT INC, founded in 1987, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 83% from the prior year, signaling strong growth momentum. Expenses of $1.2M left a modest 15% surplus.

Mission

TO HELP BUSINESSES PROSPER AND ADVANCE ECONOMIC OPPORTUNITIES COMPATIBLE WITH COMMUNITY VALUES.

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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 $1,021,647

Program Service Revenue $153,960

Investment Income $126,425

Other Revenue $75,732

TOTAL REVENUE $1,377,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $746,953

Fundraising Expenses $0

Program Expenses $464,393

Other Expenses $425,449

TOTAL EXPENSES $1,172,402

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,377,764	$751,983	+0.8%
Expenses	$1,172,402	$754,698	+0.6%
Net Income	$205,362	$-2,715	-76.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE VINCENT	PAST PRESIDENT	1.00	Director	$0	$0	$0
ROBB MAYERS	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDIA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
PAUL ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
ALAN MEYER	DIRECTOR	1.00	Director	$0	$0	$0
DR RANDY WEBER	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA AYRES	DIRECTOR	1.00	Director	$0	$0	$0
NICK FAHEY	DIRECTOR	1.00	Director	$0	$0	$0
TANEE BROWNING	DIRECTOR	1.00	Director	$0	$0	$0
CLINT SCHERF	DIRECTOR	1.00	Director	$0	$0	$0
TJ HOLMES	DIRECTOR	1.00	Director	$0	$0	$0
MATT NEWELL	DIRECTOR	1.00	Director	$0	$0	$0
ROB FIELD	DIRECTOR	1.00	Director	$0	$0	$0
JUDY FARM	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ELLIOTT	DIRECTOR	1.00	Director	$0	$0	$0
RICK DYER	DIRECTOR	1.00	Director	$0	$0	$0
BREANNE EAGLES	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
AARON CUBIC	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL MARPLE	DIRECTOR	1.00	Director	$0	$0	$0
RON DOAN	DIRECTOR	1.00	Director	$0	$0	$0
DR RICK BAILEY	DIRECTOR	1.00	Director	$0	$0	$0
JEFF DAHL	DIRECTOR	1.00	Director	$0	$0	$0
KAYCEE MILLER	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS DUBOSE	PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHY SELL	DIRECTOR	1.00	Director	$0	$0	$0
COLLEEN PADILLA	FORMER EXECUTIVE DIRECTOR	20.00		$164,091	$0	$164,091

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	$1,377,764	$1,172,402	$6,701,162	$205,362
2024	No data	No data	No data	No data
2023	$1,047,048	$887,565	$6,101,422	$159,483
2022	$2,561,963	$2,280,680	$6,059,782	$281,283
2021	$7,445,333	$6,628,478	$6,782,912	$816,855
2020	$853,455	$894,008	$5,491,032	$-40,553
2019	$1,043,167	$889,335	$5,613,613	$153,832
2018	$859,017	$1,090,037	$5,599,756	$-231,020

SOUTHERN OREGON REGIONAL ECONOMIC DEVELOPMENT INC