OREGON COUNCIL OF TEACHERS OF MATHEMATICS (EIN 936034275) - 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

1943

Legal Domicile

Principal Officer

Becky Reed

Phone

5037986861

Tax Period

2023-07-01 to 2024-06-30

OREGON COUNCIL OF TEACHERS OF MATHEMATICS, founded in 1943, is a small nonprofit that reported $165K in total revenue in fiscal year 2023. Revenue surged 255% from the prior year, signaling strong growth momentum. Net assets of $682K represent 50 months of operating reserves.

Mission

OCTM provides support and training to improve mathematics education in Oregon through conferences, workshops, The Oregon Mathematics Teacher journal and scholarships.

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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 $4,945

Program Service Revenue $145,705

Investment Income $14,616

Other Revenue $94

TOTAL REVENUE $165,360

Expense Breakdown

Grants Paid $8,430

Salaries & Benefits $17,780

Fundraising Expenses $0

Program Expenses $171,093

Other Expenses $144,883

TOTAL EXPENSES $171,093

Year-over-Year Comparison

	2023	2022	Change
Revenue	$165,360	$46,630	+2.5%
Expenses	$171,093	$74,966	+1.3%
Net Income	$-5,733	$-28,336	-0.8%

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
Aleta Doss	President	6	Officer	$0	$0	$0
Gerald Young	Past President	4	Officer	$0	$0	$0
Elaine Rozell	Vice President	2	Officer	$0	$0	$0
Kayla Field	Secretary	4	Officer	$0	$0	$0
Becky Reed	Treasurer	6	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	$165,360	$171,093	$682,148	$-5,733
2023	$46,630	$74,966	$687,881	$-28,336
2022	$28,838	$22,033	$716,217	$6,805
2021	$22,440	$15,954	$709,411	$6,486

OREGON COUNCIL OF TEACHERS OF MATHEMATICS