Taxpayer Foundation of Oregon

EIN: 931321063 501(c)(3) Public & Societal Benefit

Portland, OR

Total Revenue
$321,399
Total Expenses
$282,235
Total Assets
$70,224
Net Assets
$70,224
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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
2001
Legal Domicile
OR
Tax Period
2023-01-01 to 2023-12-31

Taxpayer Foundation of Oregon, founded in 2001, is a small nonprofit in the Public & Societal Benefit sector that reported $321K in total revenue in fiscal year 2023. Expenses of $282K left a modest 12% surplus.

Mission

Organizations primary exempt purpose is reseach and education relating to government policies

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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 $321,399
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $321,399

Expense Breakdown

Grants Paid $0
Salaries & Benefits $135,068
Fundraising Expenses $0
Program Expenses $282,235
Other Expenses $147,167
TOTAL EXPENSES $282,235

Year-over-Year Comparison

2023 2022 Change
Revenue $321,399 N/A N/A
Expenses $282,235 N/A N/A
Net Income $39,164 N/A N/A
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
3
Independent Members
3
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
3
$113,450
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jason Williams Executive Director 20.00
Officer
$113,450 $0 $113,450
Warren Podestra Director 1.00
Director
$0 $0 $0
Dan Phegley President 1.00
Officer
$0 $0 $0
Jim Welsh Treasurer 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
2024 No data No data No data No data
2023 $321,399 $282,235 $70,224 $39,164
2022 $329,169 $356,853 $31,060 $-27,684
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