OREGON LIBRARY ASSOCIATION (EIN 936041670) - 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

1940

Legal Domicile

Phone

5419625824

Tax Period

2024-09-01 to 2025-08-31

OREGON LIBRARY ASSOCIATION, founded in 1940, is a small nonprofit that reported $558K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $106K, a strong 19% operating margin.

Mission

THE OLA EXISTS TO PROMOTE AND TO ADVANCE LIBRARY SERVICE THOUGH PUBLIC AND PROFESSIONAL EDUCATION AND COOPERATION.

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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 $179,026

Program Service Revenue $326,617

Investment Income $39,627

Other Revenue $12,269

TOTAL REVENUE $557,539

Expense Breakdown

Grants Paid $20,779

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $371,974

Other Expenses $431,218

TOTAL EXPENSES $451,997

Year-over-Year Comparison

	2024	2023	Change
Revenue	$557,539	$446,314	+0.2%
Expenses	$451,997	$442,808	+0.0%
Net Income	$105,542	$3,506	+29.1%

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

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
AYN FRAZEE	President	1.00	Officer Director	$0	$0	$0
ERICKA BRUNSON-ROCHETTE	Past President	4.00	Officer Director	$0	$0	$0
ROXANNE RENTERIA	Secretary	1.00	Officer Director	$0	$0	$0
STUART LEVY	TREASURER	1.00	Officer Director	$0	$0	$0
JANE NICHOLS	BOARD MEMBER	1.00	Director	$0	$0	$0
KIRSTEN BRODBECK-KENNEY	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
JAIME THORESON	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
JENNIFER MCKENZIE	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
LISA ELLIOT	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
VICKIE KROMER	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
KATHY STREET	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
KRISTEN CURE	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
ERIN LAKIN	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
APRIL WITTEVEEN	Vice President	1.00	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	$557,539	$451,997	$1,379,581	$105,542
2024	$446,314	$442,808	$1,212,615	$3,506
2023	$492,993	$452,262	$1,092,918	$40,731
2022	$440,859	$363,275	$1,033,885	$77,584
2021	$314,577	$300,680	$1,152,688	$13,897
2020	$303,338	$268,689	$1,012,800	$34,649
2019	$403,652	$374,721	$891,616	$28,931

OREGON LIBRARY ASSOCIATION