OREGON TRANSIT ASSOCIATION

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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

Principal Officer

PATRICK SIENG

Tax Period

2023-07-01 to 2024-06-30

OREGON TRANSIT ASSOCIATION, founded in 1978, is a small nonprofit that reported $263K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $230K left a modest 13% surplus.

Mission

THE PURPOSE OF THE ASSOCIATION IS TO ASSIST MEMBERS IN THE DEVELOPMENT AND IMPROVEMENT OF EFFICIENT, SAFE, AND CONVENIENT TRANSPORTATION SERVICES, TECHNIQUES, METHODS, FACILITIES, AND EQUIPMENT.

Program Service Accomplishments

Program 1

HELD CONFERENCE TO PROVIDE TRAINING & IMPORTANT UPDATES ON ADA & DRIVER SAFETY FOR TRANSIT MANAGERS, VOLUNTEERS, AND DRIVERS.

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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 $263,404

Investment Income $0

Other Revenue $0

TOTAL REVENUE $263,404

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $230,332

TOTAL EXPENSES $230,332

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,404	$187,205	+0.4%
Expenses	$230,332	$209,077	+0.1%
Net Income	$33,072	$-21,872	-2.5%

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
MILES PENGILLY	DIRECTOR	0.50	Director	$0	$0	$0
SUZANNE CARLSON	DIRECTOR	0.50	Director	$0	$0	$0
JULIE WILCKIE PILMER	DIRECTOR	0.50	Director	$0	$0	$0
CHERYL CHEAS	DIRECTOR	0.50	Director	$0	$0	$0
ADRIAN MATEOS	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN VITULLI	DIRECTOR	0.50	Director	$0	$0	$0
KIMBERLY STANCHFIELD	DIRECTOR	0.50	Director	$0	$0	$0
ROB ZAKO	DIRECTOR	0.50	Director	$0	$0	$0
JULIE BROWN	DIRECTOR	0.50	Director	$0	$0	$0
LISA SCHERF	DIRECTOR	0.50	Director	$0	$0	$0
CYNDA BRUCE	DIRECTOR	0.50	Director	$0	$0	$0
DWIGHT BRASHEAR	DIRECTOR	0.50	Director	$0	$0	$0
KIM CURLEY	DIRECTOR	0.50	Director	$0	$0	$0
DEREK HOFBAUER	PRESIDENT	0.50	Officer Director	$0	$0	$0
PAT WALSH	TREASURER	0.50	Officer Director	$0	$0	$0
ALLAN POLLOCK	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
ANDI HOWELL	PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
PATRICK SIENG	EXECUTIVE DIRECTOR	0.50	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	$263,404	$230,332	$69,864	$33,072
2023	$187,205	$209,077	$29,242	$-21,872
2022	$217,701	$235,910	$55,690	$-18,209
2021	$208,576	$158,390	$73,899	$50,186