OREGON ALPHA ALUMNI ASSOCIATION (EIN 936031204) - 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

1912

Legal Domicile

Principal Officer

JAMISON SHIELDS

Phone

5037156498

Tax Period

2023-07-01 to 2024-06-30

OREGON ALPHA ALUMNI ASSOCIATION, founded in 1912, is a small nonprofit that reported $537K in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $513K left a modest 4% surplus.

Mission

PROMOTION OF CLOSE ASSOCIATION BETWEEN ALUMNI AND UNDERGRADUATE MEMBERS OF SIGMA PHI EPSILON OREGON ALPHA CHAPTER. PROVIDE HOUSING FOR MEMBERS WHILE ATTENDING COLLEGE.

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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 $0

Program Service Revenue $537,478

Investment Income $0

Other Revenue $0

TOTAL REVENUE $537,478

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $513,468

TOTAL EXPENSES $513,468

Year-over-Year Comparison

	2023	2022	Change
Revenue	$537,478	$372,472	+0.4%
Expenses	$513,468	$363,307	+0.4%
Net Income	$24,010	$9,165	+1.6%

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

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
GAVIN BROWN	PRESIDENT	5.00	Officer	$0	$0	$0
JAMISON SHIELDS	TREASURER	5.00	Officer	$0	$0	$0
KEN MADDOX	DIR OF ALUMN	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	No data	No data	No data	No data
2024	$537,478	$513,468	$2,114,215	$24,010
2023	$372,472	$363,307	$1,991,934	$9,165
2023	$372,472	$363,307	$1,991,934	$9,165
2022	$283,073	$352,707	$1,920,771	$-69,634
2021	$163,297	$143,789	$1,964,971	$19,508
2020	$422,977	$325,966	$1,976,775	$97,011
2019	$481,947	$360,510	$1,903,838	$121,437

OREGON ALPHA ALUMNI ASSOCIATION