Peter and Julie Stott Foundation (EIN 931261580) - 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

1998

Legal Domicile

Phone

5032276846

Tax Period

2023-01-01 to 2023-12-31

Peter and Julie Stott Foundation, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $251K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $71K, a strong 28% operating margin.

Mission

The Peter and Julie Stott Foundation is a supporting organization of The Oregon Community Foundation (OCF). The Foundation makes grants that further the mission of OCF which is to improve lives for all Oregonians through the power of philanthropy.

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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 (2023)

Revenue Breakdown

Contributions & Grants $251,400

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $251,400

Expense Breakdown

Grants Paid $165,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $165,300

Other Expenses $15,250

TOTAL EXPENSES $180,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$251,400	$349,350	-0.3%
Expenses	$180,550	$244,661	-0.3%
Net Income	$70,850	$104,689	-0.3%

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

N/A

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

$845,247

Total Directors

$231,286

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Vice President	1.0	Officer Director	$0	$0	$0
N/A	Secretary/Treasurer	0.3	Officer Director	$0	$15,239	$231,286
N/A	President	1.0	Officer Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Trustee	1.0	Director	$0	$0	$0
N/A	Assistant Treasurer	1.0	Officer	$0	$75,412	$415,281
N/A	Assistant Secretary	1.0	Officer	$0	$52,850	$198,680

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
2023	$251,400	$180,550	$9,119	$70,850
2022	$349,350	$244,661	$8,319	$104,689
2021	$411,947	$936,159	$6,669	$-524,212
2020	$305,200	$41,350	$2,472	$263,850
2019	$632,200	$164,343	$21,122	$467,857
2018	$681,250	$128,945	$33,380	$552,305

Peter and Julie Stott Foundation