SOUTHERN OREGON REGIONAL BROKERAGE (EIN 931325409) - 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

2001

Legal Domicile

Principal Officer

SCOTT MORRIS

Phone

5416729140

Tax Period

2023-07-01 to 2024-06-30

SOUTHERN OREGON REGIONAL BROKERAGE, founded in 2001, is a community nonprofit in the Human Services sector that reported $4.5M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $4.0M left a modest 10% surplus.

Mission

TO ASSIST INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES IN THE PLANNING AND PROVIDING OF SERVICES, USING THE PRINCIPLES OF SELF-DETERMINATION, IN AN ATMOSPHERE OF DIGNITY AND RESPECT.

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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 $4,420,047

Program Service Revenue $0

Investment Income $66,001

Other Revenue $0

TOTAL REVENUE $4,486,048

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,340,867

Fundraising Expenses $0

Program Expenses $3,442,834

Other Expenses $685,752

TOTAL EXPENSES $4,026,619

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,486,048	$4,028,502	+0.1%
Expenses	$4,026,619	$3,803,201	+0.1%
Net Income	$459,429	$225,301	+1.0%

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

$149,892

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN MOUSER	EXECUTIVE DI	40.00	Officer	$130,000	$19,892	$149,892
ASHLEY HANNAN	INTERIM EXEC	10.00	Officer	$0	$0	$0
SCOTT MORRIS	CHAIRMAN/TRE	0.50	Officer Director	$0	$0	$0
GAYLE DANIEL	SECRETARY	0.50	Officer Director	$0	$0	$0
PATRICIA HILDEBRAND	BOARD MEMBER	0.50	Director	$0	$0	$0
IGNACIO SANTILLON	BOARD MEMBER	0.50	Director	$0	$0	$0
SHELLY WATKINS	BOARD MEMBER	0.50	Director	$0	$0	$0
MONICA MITCHELL	BOARD MEMBER	0.50	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
2025	No data	No data	No data	No data
2024	$4,486,048	$4,026,619	$4,688,864	$459,429
2023	$4,028,502	$3,803,201	$4,252,309	$225,301
2022	$3,798,928	$3,674,949	$4,032,480	$123,979
2021	$3,066,814	$3,075,507	$3,922,220	$-8,693

SOUTHERN OREGON REGIONAL BROKERAGE