OREGON COUNCIL FOR BEHAVIORAL HEALTH (EIN 931310463) - 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

2002

Legal Domicile

Principal Officer

Megan Marx

Tax Period

2025-01-01 to 2025-12-31

OREGON COUNCIL FOR BEHAVIORAL HEALTH, founded in 2002, is a community nonprofit in the Community Improvement sector that reported $1.7M in total revenue in fiscal year 2025. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $1.6M left a modest 5% surplus.

Mission

We provide a voice for an effective and accessible behavioral health system of care for Oregonians.

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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 (2025)

Revenue Breakdown

Contributions & Grants $686,532

Program Service Revenue $1,011,930

Investment Income $14,114

Other Revenue $0

TOTAL REVENUE $1,712,576

Expense Breakdown

Grants Paid $0

Salaries & Benefits $740,073

Fundraising Expenses $0

Program Expenses $523,694

Other Expenses $887,649

TOTAL EXPENSES $1,627,722

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,712,576	$1,467,544	+0.2%
Expenses	$1,627,722	$1,305,323	+0.2%
Net Income	$84,854	$162,221	-0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heather Jefferis	Executive Director	40.00		$182,352	$0	$182,352
Tia Hotzler	Director of Operations	40.00		$100,000	$0	$100,000
Eva Williams	Director	3.00	Director	$0	$0	$0
Alison Noice	Director	4.00	Director	$0	$0	$0
Jim Sechrist	Director	6.00	Director	$0	$0	$0
Julie Ibrahim	Director	4.00	Director	$0	$0	$0
Jennifer Sewitsky	Director	4.00	Director	$0	$0	$0
Salvador Amezola	Director	4.00	Director	$0	$0	$0
Devarshi Bajpai	Director	4.00	Director	$0	$0	$0
Jamie Vandergon	Director	4.00	Director	$0	$0	$0
Dwight Holton	Director	4.00	Director	$0	$0	$0
Jessica Macklin	Director	6.00	Director	$0	$0	$0
Michael Rivera	Director	4.00	Director	$0	$0	$0
Janet Yousey	Director	4.00	Director	$0	$0	$0
Eric Sevos	Director	4.00	Director	$0	$0	$0
Megan Marx	President	8.00	Officer	$0	$0	$0
Sommer Wolcott	Vice President	5.00	Officer	$0	$0	$0
Margaret Scott	Secretary	5.00	Officer	$0	$0	$0
Chris Wig	Treasurer	5.00	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
2025	$1,712,576	$1,627,722	$697,658	$84,854
2024	$1,467,544	$1,305,323	$608,021	$162,221
2023	$1,147,341	$1,059,508	$459,870	$87,833
2022	$948,529	$880,764	$436,847	$67,765
2021	$673,185	$538,657	$397,452	$134,528
2020	$406,656	$414,741	$155,674	$-8,085
2019	$482,871	$485,660	$163,759	$-2,789
2018	$340,540	$343,164	$166,548	$-2,624

OREGON COUNCIL FOR BEHAVIORAL HEALTH