OREGON SOLAR ENERGY INDUSTRIES ASSOCIATION

EIN: 931321639 Mutual Benefit

PORTLAND, OR

Total Revenue
$436,039
Total Expenses
$318,913
Total Assets
$321,681
Net Assets
$321,681
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
OR
Principal Officer
ANGELA CROWLEY-KOCH
Phone
5038673378
Tax Period
2023-01-01 to 2023-12-31

OREGON SOLAR ENERGY INDUSTRIES ASSOCIATION, founded in 1981, is a small nonprofit in the Mutual Benefit sector that reported $436K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $117K, a strong 27% operating margin.

Mission

MAKE SOLAR ENERGY A SIGNIFICANT ENERGY SOURCE AND EXPAND MARKETS BY STRENGTHENING THE INDUSTRY AND DEVELOPING A SKILLED AND STABLE WORKFORCE

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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 $0
Program Service Revenue $436,036
Investment Income $3
Other Revenue $0
TOTAL REVENUE $436,039

Expense Breakdown

Grants Paid $82,512
Salaries & Benefits $202,147
Fundraising Expenses $0
Other Expenses $34,254
TOTAL EXPENSES $318,913

Year-over-Year Comparison

2023 2022 Change
Revenue $436,039 $399,059 +0.1%
Expenses $318,913 $319,048 0.0%
Net Income $117,126 $80,011 +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

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
30

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
5
$83,144
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANGELA CROWLEY-KOCH EXECUTIVE DI 40.00
Officer
$83,144 $0 $83,144
ALISON ADAMS DIRECTOR 0.50
Director
$0 $0 $0
MARIE BARLOW DIRECTOR 1.00
Director
$0 $0 $0
MARK FARRELL PRESIDENT 2.00
Officer Director
$0 $0 $0
SHAUN FRANKS DIRECTOR 0.50
Director
$0 $0 $0
BRANDON GWINNER DIRECTOR 0.50
Director
$0 $0 $0
KATIE MARTIN SECRETARY 1.00
Officer Director
$0 $0 $0
MIKE MCARTHUR DIRECTOR 0.50
Director
$0 $0 $0
AMY BERG PICKETT VICE PRESIDE 1.00
Officer Director
$0 $0 $0
EVAN RAMSEY DIRECTOR 0.50
Director
$0 $0 $0
AEREL RANKIN DIRECTOR 0.50
Director
$0 $0 $0
JERRY SAMANIEGO DIRECTOR 0.50
Director
$0 $0 $0
SARA SAYLES DIRECTOR 0.50
Director
$0 $0 $0
RYAN SHEEHY TREASURER 2.00
Officer Director
$0 $0 $0
SHANNON SOUZA DIRECTOR 0.50
Director
$0 $0 $0
PATRICK STERNS DIRECTOR 1.00
Director
$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 $436,039 $318,913 $321,681 $117,126
2022 $399,059 $319,048 $204,555 $80,011
2021 $371,232 $322,514 $124,544 $48,718
2020 $170,466 $265,035 $75,826 $-94,569
2019 $529,139 $410,393 $170,395 $118,746
2018 $424,988 $406,181 $51,649 $18,807
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