Oregon Processors Employees Trust

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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

1963

Legal Domicile

Principal Officer

MICHAEL BERANBAUM

Phone

5032825581

Tax Period

2023-01-01 to 2023-12-31

Oregon Processors Employees Trust, founded in 1963, is a mid-sized nonprofit that reported $19.8M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS AND RETIREES.

Program Service Accomplishments

Program 1

PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS AND RETIREES.

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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 $19,632,013

Investment Income $155,134

Other Revenue $1,046

TOTAL REVENUE $19,788,193

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $951,237

TOTAL EXPENSES $19,941,145

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,788,193	$18,029,775	+0.1%
Expenses	$19,941,145	$18,380,452	+0.1%
Net Income	$-152,952	$-350,677	-0.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM SROUFE	TRUSTEE	2.0	Director	$0	$0	$0
SARA DUCKWALL	TRUSTEE	2.0	Director	$0	$0	$0
MICHAEL BERANBAUM	TRUSTEE	2.0	Director	$0	$0	$0
LARRY KALE	TRUSTEE	2.0	Director	$0	$0	$0
WALTER LACHAPELLE III	TRUSTEE	2.0	Director	$0	$0	$0
DAWN DIPRE-GILES	TRUSTEE (THRU 09/26/2023)	2.0	Director	$0	$0	$0
RYAN ANDERSON	TRUSTEE (EFF 09/26/2023)	2.0	Director	$0	$0	$0
SEE SCH O FOR COMPENSATION	PAID BY RELATED ORGANIZATIONS	0.0	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	$19,788,193	$19,941,145	$9,313,522	$-152,952
2022	$18,029,775	$18,380,452	$9,832,382	$-350,677
2021	$16,907,062	$18,510,871	$10,788,893	$-1,603,809
2020	$9,980,510	$8,594,029	$12,083,652	$1,386,481
2020	$20,760,645	$20,663,294	$11,099,888	$97,351
2019	$23,726,385	$24,185,434	$13,324,468	$-459,049
2018	$19,418,105	$20,047,914	$11,863,525	$-629,809