OREGON EDUCATION ASSOC FOUNDATION

EIN: 931188463 501(c)(3) Education

PORTLAND, OR

Total Revenue
$138,017
Total Expenses
$76,112
Total Assets
$697,479
Net Assets
$697,180
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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
1995
Legal Domicile
OR
Principal Officer
REED SCOTT-SCHWALBACH
Phone
5036843300
Tax Period
2023-09-01 to 2024-08-31

OREGON EDUCATION ASSOC FOUNDATION, founded in 1995, is a small nonprofit in the Education sector that reported $138K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $62K, a strong 45% operating margin.

Mission

SUPPORT PUBLIC SCHOOL EDUCATORS AND STUDENTS IN ACHIEVING EXCELLENCE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $131,012
Program Service Revenue $0
Investment Income $7,347
Other Revenue $-342
TOTAL REVENUE $138,017

Expense Breakdown

Grants Paid $67,975
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $67,975
Other Expenses $8,137
TOTAL EXPENSES $76,112

Year-over-Year Comparison

2023 2022 Change
Revenue $138,017 $220,379 -0.4%
Expenses $76,112 $148,747 -0.5%
Net Income $61,905 $71,632 -0.1%
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

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Governance

Voting Members
7
Independent Members
4
Employees
N/A
Volunteers
4

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
5
$659,484
Total Directors
11
$659,484
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
REED SCOTT-SCHWALBACH OEA PRESIDENT 10.0
Officer Director
$0 $33,341 $228,681
TRACEY-ANN NELSON BOARD MEMBER (EFF 09/01/2023) 10.0
Officer Director
$0 $41,171 $226,821
ENRIQUE FARRERA Chair, OEA Vice President 10.0
Officer Director
$0 $35,273 $203,982
LINDSAY JANSEN-HOSTETLER CO CHAIR - THRU 09/01/2023 5.0
Officer Director
$0 $0 $0
BRUCE ADAMS HONORARY MEMBER- THRU 09/01/23 1.0
Director
$0 $0 $0
JUDY CHRISTENSEN OEA-RETIRED 0.0
Director
$0 $0 $0
FOREST COOPER SECRETARY 1.0
Officer Director
$0 $0 $0
PATTI LAWRENCE AT-LARGE 1.0
Director
$0 $0 $0
MATTHEW OLESON AT-LARGE 1.0
Director
$0 $0 $0
ADOLFO GARZA-CANO AT-LARGE - THRU 09/01/2023 1.0
Director
$0 $0 $0
LAURA WARREN AT-LARGE - THRU 09/01/2023 1.0
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 $138,017 $76,112 $697,479 $61,905
2023 $220,379 $148,747 $582,738 $71,632
2022 $151,408 $159,460 $463,945 $-8,052
2021 $176,146 $215,227 $537,851 $-39,081
2020 $317,071 $308,710 $424,742 $8,361
2019 $146,995 $182,383 $418,604 $-35,388
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