AMERICAN LEADERSHIP FORUM OF OREGON

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

SARAH GREENMAN

Phone

5036362288

Tax Period

2024-07-01 to 2025-06-30

AMERICAN LEADERSHIP FORUM OF OREGON, founded in 1989, is a small nonprofit that reported $518K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $593K exceeded revenue, resulting in a 14% operating deficit.

Mission

THE PURPOSE OF THE AMERICAN LEADERSHIP FORUM OF OREGON IS TO JOIN AND STRENGTHEN LEADERS IN ORDER TO BETTER SERVE THE PUBLIC GOOD. IT ENHANCES LEADERSHIP BY BUILDING ON THE STRENGTHS OF DIVERSITY AND BY PROMOTING COLLABORATIVE PROBLEM SOLVING WITHIN AND AMONG COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $367,131 Revenue: $295,666

OREGON FELLOWS PROGRAM: THE AMERICAN LEADERSHIP FORUM (ALF) OF OREGON IS A NON-PROFIT, NON-PARTISAN ORGANIZATION THAT BRINGS A DIVERSE RANGE OF CORPORATE, PUBLIC AND NON-PROFIT LEADERS TOGETHER TO...

OREGON FELLOWS PROGRAM: THE AMERICAN LEADERSHIP FORUM (ALF) OF OREGON IS A NON-PROFIT, NON-PARTISAN ORGANIZATION THAT BRINGS A DIVERSE RANGE OF CORPORATE, PUBLIC AND NON-PROFIT LEADERS TOGETHER TO BUILD EFFECTIVE NETWORKS OF COLLABORATION, SERVICE AND COMMUNITY THROUGHOUT THE STATE. BY CREATING A NETWORK OF LEADERS WITH ESTABLISHED BONDS OF TRUST AND MUTUAL SUPPORT, ALF STRENGTHENS THE COMMITMENT OF LEADERS TO UTILIZE COLLABORATIVE APPROACHES TO DEALING WITH EMERGENT AND COMPLEX COMMUNITY AND STATEWIDE ISSUES. ALF OREGON HOSTS TWO COHORTS EACH YEAR OF TALENTED, PROVEN LEADERS WHO COMMIT TO MEETING TOGETHER ONCE A MONTH FROM AUGUST TO MAY. EACH MONTH, THE COHORT MEMBERS ("FELLOWS") LEARN ABOUT AND CONTEMPLATE CHALLENGES FACING DIFFERENT OREGON COMMUNITIES WHILE ALSO DIGGING INTO THE ALF OREGON CURRICULUM.

Program 2

Expenses: $15,926

SENIOR FELLOWS ENGAGEMENT: ALF OREGON HOSTS REGULAR CONVENINGS FOR THE SENIOR FELLOW NETWORK (ALF OREGON GRADUATES) TO CONTINUE TO MEET, CONNECT, AND LEARN FROM ONE ANOTHER ABOUT TIMELY ISSUES. THIS YEAR, WE HOSTED THE FOLLOWING EVENTS THAT WERE INSPIRED BY AND LED BY SENIOR FELLOWS: * 6 AFFINITY GROUPS THAT MET MONTHLY OR QUARTERLY. * 2 DIALOGUE AND INFORMATIONAL EVENTS (ONE ON LAND USE POLICIES IMPACT ON AFFORDABLE HOUSING + EVOLUTION AND STRUGGLES OF LEADERS OF COLOR IN PORTLAND AND WILLAMETTE VALLEY).

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $225,297

Program Service Revenue $295,666

Investment Income $146

Other Revenue $-2,781

TOTAL REVENUE $518,328

Expense Breakdown

Grants Paid $119,834

Salaries & Benefits $256,904

Fundraising Expenses $24,039

Program Expenses $383,057

Other Expenses $216,590

TOTAL EXPENSES $593,328

Year-over-Year Comparison

	2024	2023	Change
Revenue	$518,328	$666,422	-0.2%
Expenses	$593,328	$652,059	-0.1%
Net Income	$-75,000	$14,363	-6.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$123,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BERK NELSON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
AJ JACKSON	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
PATRICK QUINTON	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
VICKI NAKASHIMA	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
CYNTHIA CARMINA GOMEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSIE EAGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG HOLMES	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMA SHAGAGA	BOARD MEMBER	1.00	Director	$0	$0	$0
BOBBI STEDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BRANDI TUCK	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH GREENMAN	EXECUTIVE DIRECTOR	40.00	Officer	$123,500	$0	$123,500

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	$518,328	$593,328	$500,628	$-75,000
2024	$666,422	$652,059	$458,068	$14,363
2023	$611,586	$644,872	$420,974	$-33,286
2022	$518,935	$592,433	$464,840	$-73,498
2021	$572,970	$483,668	$742,414	$89,302
2020	$105,003	$366,711	$546,654	$-261,708
2019	$476,612	$456,192	$566,990	$20,420