Upper Willamette Community Dev Corp (EIN 931105185) - 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

1992

Legal Domicile

Phone

5417824552

Tax Period

2024-07-01 to 2025-06-30

Upper Willamette Community Dev Corp, founded in 1992, is a small nonprofit in the Human Services sector that reported $167K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $83K, a strong 50% operating margin.

Mission

THE ORGANIZATION IS A PUBLIC BENEFIT CORP. SERVING THE OAKRIDGE/WESTFIR COMMUNITY.tHE ORGANIZATION ASSRSSES COMMUNITY NEEDS, COORDINATES RESOURCES AND PROVIDES SERVICES. PRIMARILY FUNDED BY GRANTS FROM LOCAL GOVERNMENTS.

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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 $148,062

Program Service Revenue $0

Investment Income $22

Other Revenue $19,401

TOTAL REVENUE $167,485

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,143

Fundraising Expenses $3,113

Program Expenses $81,352

Other Expenses $68,322

TOTAL EXPENSES $84,465

Year-over-Year Comparison

	2024	2023	Change
Revenue	$167,485	$129,076	+0.3%
Expenses	$84,465	$67,668	+0.2%
Net Income	$83,020	$61,408	+0.4%

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

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
Bev McCulley	Chair	3.00	Officer Director	$0	$0	$0
Alicia Davidson	Treasurer	3.00	Officer Director	$0	$0	$0
Rustie Ackland	Secretary	3.00	Officer Director	$0	$0	$0
Jillian Anderson	Vice-Chair	3.00	Officer Director	$0	$0	$0
Marcia Ledbetter	Member	3.00	Director	$0	$0	$0
Henry Degrazie	Member	3.00	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
2025	$167,485	$84,465	$294,190	$83,020
2024	$129,076	$67,668	$212,064	$61,408
2023	$98,315	$40,158	$151,604	$58,157
2022	$54,918	$45,465	$93,097	$9,453
2021	$47,686	$34,347	$83,390	$13,339

Upper Willamette Community Dev Corp