OREGON CITY SCHOOLS FOUNDATION (EIN 931269595) - 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

Legal Domicile

Phone

5035162161

Tax Period

2022-01-01 to 2022-12-31

OREGON CITY SCHOOLS FOUNDATION is a small nonprofit in the Education sector that reported $252K in total revenue in fiscal year 2022. Revenue surged 868% from the prior year, signaling strong growth momentum. The organization ran a surplus of $209K, a strong 83% operating margin.

Mission

TO INSPIRE AND PREPARE OUR CHILDREN TO BE LIFE LONG LEARNERS AND ENGAGED CITIZENS OF THE COMMUNITY, THE COUNTRY, AND THE WORLD. WE PROVIDE FINANCIAL SUPPORT FOR OUR STUDENTS FROM CRADLE TO CAREER WITH PROGRAMS AND SERVICES THAT ENHANCE THIS LEARNING.

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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 (2022)

Revenue Breakdown

Contributions & Grants $212,196

Program Service Revenue $39,279

Investment Income $344

Other Revenue $0

TOTAL REVENUE $251,819

Expense Breakdown

Grants Paid $250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,728

Other Expenses $42,478

TOTAL EXPENSES $42,728

Year-over-Year Comparison

	2022	2021	Change
Revenue	$251,819	$26,007	+8.7%
Expenses	$42,728	$35,291	+0.2%
Net Income	$209,091	$-9,284	-23.5%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RHONDA HERRING	MEMBER	1.00	Director	$0	$0	$0
LISA NORMAND	MEMBER	1.00	Director	$0	$0	$0
TED THONSTAD	MEMBER	1.00	Director	$0	$0	$0
CIRA COLLINS	MEMBER	1.00	Director	$0	$0	$0
NICOLE WHITE	MEMBER	1.00	Director	$0	$0	$0
DALE SPITZER	MEMBER	1.00	Director	$0	$0	$0
CARLA CALHOUN	Vice President	1.00	Officer	$0	$0	$0
CONNIE CURTEMAN	President	2.00	Officer	$0	$0	$0
SHELLEY MCCOY	Treasurer	1.00	Officer	$0	$0	$0
MARGOT SCHULTZ	Secretary	1.00	Officer	$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
2022	$251,819	$42,728	$250,196	$209,091

OREGON CITY SCHOOLS FOUNDATION