OREGON BUSINESS COUNCIL CHARITABLE INSTITUTE (EIN 931240928) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

DUNCAN WYSE

Phone

5035957603

Tax Period

2023-04-01 to 2024-03-31

OREGON BUSINESS COUNCIL CHARITABLE INSTITUTE, founded in 1998, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum.

Mission

THE OBC CHARITABLE INSTITUTE SHARES AND SUPPORTS THE MISSION OF THE OREGON BUSINESS COUNCIL: TO CONTRIBUTE TO OREGON'S QUALITY OF LIFE AND ECONOMIC PROSPERITY. THE OBC CHARITABLE INSTITUTE RECEIVES GRANTS FROM BUSINESS AND PRIVATE FOUNDATIONS AND FROM INDIVIDUAL DONORS TO CONDUCT PUBLIC POLICY PROJECTS FOCUSED ON SUCH ISSUES AS REDESIGNING PUBLIC K-12 AND HIGHER EDUCATION, IMPROVING HEALTH AND HEALTH CARE, UPGRADING TRANSPORTATION INFRASTRUCTURE, SUPPORTING ECONOMIC DEVELOPMENT, REFORMING THE STATE FISCAL SYSTEM, AND REDUCING POVERTY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,436,916

Program Service Revenue $225,758

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,662,674

Expense Breakdown

Grants Paid $0

Salaries & Benefits $333,362

Fundraising Expenses $29,300

Program Expenses $1,412,410

Other Expenses $1,300,420

TOTAL EXPENSES $1,633,782

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,662,674	$1,089,647	+0.5%
Expenses	$1,633,782	$1,148,247	+0.4%
Net Income	$28,892	$-58,600	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

$294,183

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIA POPE	DIRECTOR	1.00	Director	$0	$0	$0
DAVE DRINKWARD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SAM TANNAHILL	DIRECTOR	1.00	Director	$0	$0	$0
MARV NELSON	DIRECTOR	1.00	Director	$0	$0	$0
RODRIGO LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
JOTH RICCI	CHAIR	1.00	Officer Director	$0	$0	$0
STEVEN ZIKA	DIRECTOR	1.00	Director	$0	$0	$0
SUE RICHARDS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BARTHO	DIRECTOR	1.00	Director	$0	$0	$0
JEFF COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
TOM WYATT	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN CORREIA	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM THORNDIKE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT GOOTEE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE DAUCSAVAGE	DIRECTOR	1.00	Director	$0	$0	$0
DANNY JACOBS	DIRECTOR	1.00	Director	$0	$0	$0
STEFAN BIRD	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN PAPE	DIRECTOR	1.00	Director	$0	$0	$0
TODD SALNAS	DIRECTOR	1.00	Director	$0	$0	$0
CURTIS ROBINHOLD	DIRECTOR	1.00	Director	$0	$0	$0
MERRITT PAULSON	DIRECTOR	1.00	Director	$0	$0	$0
DEWAYNE HANKINS	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA GOMEZ	DIRECTOR	1.00	Director	$0	$0	$0
TAMARA LUNDGREN	DIRECTOR	1.00	Director	$0	$0	$0
GRACIELA COWGER GOMEZ	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
KARLA CHAMBERS	DIRECTOR	1.00	Director	$0	$0	$0
PENNY SERRURIER	DIRECTOR	1.00	Director	$0	$0	$0
DAN MCMILLAN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK CRITESER	DIRECTOR	1.00	Director	$0	$0	$0
CORT O'HAVER	DIRECTOR	1.00	Director	$0	$0	$0
STACEY DOBSON	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES WILHOITE	DIRECTOR	1.00	Director	$0	$0	$0
RENEE JAMES	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE LAM	DIRECTOR	1.00	Director	$0	$0	$0
ROGER HINSHAW	DIRECTOR	1.00	Director	$0	$0	$0
ERIC FORREST	DIRECTOR	1.00	Director	$0	$0	$0
TREY WINTHROP	DIRECTOR	1.00	Director	$0	$0	$0
JARED SHORT	DIRECTOR	1.00	Director	$0	$0	$0
TIM BOYLE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN O'LEARY	DIRECTOR	1.00	Director	$0	$0	$0
SAM JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
SID DEBOER	DIRECTOR	1.00	Director	$0	$0	$0
DAN MALINARIC	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT STUART	DIRECTOR	1.00	Director	$0	$0	$0
CINDY CRANE	DIRECTOR	1.00	Director	$0	$0	$0
DON ANTONUCCI	DIRECTOR	1.00	Director	$0	$0	$0
AMY PROSENJAK	DIRECTOR	1.00	Director	$0	$0	$0
VANESSA STURGEON	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE WEISENBACH	DIRECTOR	1.00	Director	$0	$0	$0
DUNCAN WYSE	EXECUTIVE DIRECTOR	40.00	Officer	$0	$50,176	$294,183
KYLE RITCHEY NOLL	PROGRAM MANAGER	40.00	Highest	$127,166	$0	$127,166
ANDREW DESMOND	ANALYST	40.00	Highest	$111,250	$0	$111,250

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	$1,662,674	$1,633,782	$99,347	$28,892
2023	$1,089,647	$1,148,247	$195,328	$-58,600
2022	$1,111,855	$1,053,414	$189,939	$58,441
2021	$1,173,328	$1,476,808	$436,854	$-303,480
2020	$3,104,146	$3,512,112	$491,769	$-407,966
2019	$4,431,063	$5,201,777	$121,742	$-770,714
2018	$5,129,765	$5,042,579	$892,456	$87,186

OREGON BUSINESS COUNCIL CHARITABLE INSTITUTE