SOUTHERN OREGON TRAINING 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

1978

Legal Domicile

Phone

5417566997

Tax Period

2023-07-01 to 2024-06-30

SOUTHERN OREGON TRAINING TRUST, founded in 1978, is a small nonprofit in the Education sector that reported $240K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $549K represent 27 months of operating reserves.

Mission

THE TRUST'S PURPOSE IS TO ESTABLISH STANDARDS OF EMPLOYMENT IN A SKILLED CRAFT, DETERMINE QUALIFICATIONS, HELP SETTLE LABOR DISPUTES, AND TO COOPERATE WITH LOCAL SCHOOLS IN ESTABLISHING CLASSROOM INSTRUCTION.

Program Service Accomplishments

Program 1

Expenses: $183,753

SOUTHER OREGON TRAINING TRUST PROVIDES APPRENTICESHIP OPPORTUNITIES AND TRAINING TO UNION MEMBERS, VARIOUS CLASSES ARE OFFERED THROUGHOUT THE YEAR TO PROVIDE TRAINING TO UNION MEMBERS.

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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 $232,720

Investment Income $1

Other Revenue $7,560

TOTAL REVENUE $240,281

Expense Breakdown

Grants Paid $0

Salaries & Benefits $130,318

Fundraising Expenses $0

Program Expenses $183,753

Other Expenses $129,366

TOTAL EXPENSES $259,684

Year-over-Year Comparison

	2023	2022	Change
Revenue	$240,281	$216,207	+0.1%
Expenses	$259,684	$207,002	+0.3%
Net Income	$-19,403	$9,205	-3.1%

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	Role	Reportable Comp	Other Comp	Total
ROBERT WESTERMAN	Chairman	Officer Director	$0	$0	$0
MONIQUE DE BOER	Secretary	Officer Director	$0	$0	$0
DAN SARTOR	Trustee	Director	$0	$0	$0
ERIC SHERMAN	Trustee	Director	$0	$0	$0
BEN GAUVAIN	Trustee	Director	$0	$0	$0
RANDY SMITH	Trustee	Director	$0	$0	$0
ANTHONY REVELLE	Trustee	Director	$0	$0	$0
MICHAEL THORP	Trustee	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	No data	No data	No data	No data
2024	$240,281	$259,684	$551,542	$-19,403
2023	$216,207	$207,002	$570,961	$9,205
2022	$198,959	$182,766	$560,930	$16,193
2021	$207,169	$172,328	$544,725	$34,841
2020	$256,972	$176,880	$514,568	$80,092
2019	$224,075	$155,441	$434,885	$68,634