GENEALOGICAL FORUM OF OREGON INC (EIN 936026015) - 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

1946

Legal Domicile

Principal Officer

Geoff T Smith

Phone

5039631932

Tax Period

2024-07-01 to 2025-06-30

GENEALOGICAL FORUM OF OREGON INC, founded in 1946, is a small nonprofit that reported $286K in total revenue in fiscal year 2024. The organization ran a surplus of $154K, a strong 54% operating margin.

Mission

The GFO's purpose is to educate, to record, and to preserve genealogical and historical records and information.

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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 (2024)

Revenue Breakdown

Contributions & Grants $184,169

Program Service Revenue $7,403

Investment Income $92,075

Other Revenue $2,835

TOTAL REVENUE $286,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $103,117

Other Expenses $132,959

TOTAL EXPENSES $132,959

Year-over-Year Comparison

	2024	2023	Change
Revenue	$286,482	$283,082	+0.0%
Expenses	$132,959	$98,135	+0.4%
Net Income	$153,523	$184,947	-0.2%

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

N/A

Volunteers

118

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
Geoff T Smith	President	30.00	Officer Director	$0	$0	$0
Alexa K Waddle	Secretary	10	Officer Director	$0	$0	$0
Bridget Nickerson	Treasurer	20	Officer Director	$0	$0	$0
Geri C Auerbach	Director	10	Director	$0	$0	$0
Richard R Crockett	Director	10	Director	$0	$0	$0
Tina Lawson	Director	10	Director	$0	$0	$0
Jane McGarvin	Director	10	Director	$0	$0	$0
Harmonee Noel	Director	10	Director	$0	$0	$0
Christina Rainer	Director	30	Director	$0	$0	$0
Laurel L Smith	Director	30	Director	$0	$0	$0
Ed J Vandehey	Director	30	Director	$0	$0	$0
Loretta C Welsh	Director	20	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	$286,482	$132,959	$1,217,959	$153,523
2024	$283,082	$98,135	$1,077,563	$184,947
2023	No data	No data	No data	No data
2022	$198,376	$97,214	$757,141	$101,162
2021	$189,302	$95,361	$659,927	$93,941

GENEALOGICAL FORUM OF OREGON INC