OREGON MUNICIPAL FINANCE OFFICERS (EIN 943211347) - 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

1995

Legal Domicile

Principal Officer

BRIAN KENNEDY

Phone

5039241181

Tax Period

2024-07-01 to 2025-06-30

OREGON MUNICIPAL FINANCE OFFICERS, founded in 1995, is a small nonprofit that reported $359K in total revenue in fiscal year 2024.

Mission

OMFOA PROMOTES PROFESSIONALISM AND EXCELLENCE IN PUBLIC FINANCIAL MANAGEMENT.

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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 $49,975

Program Service Revenue $294,837

Investment Income $3,392

Other Revenue $11,058

TOTAL REVENUE $359,262

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $372,445

TOTAL EXPENSES $372,445

Year-over-Year Comparison

	2024	2023	Change
Revenue	$359,262	$347,791	+0.0%
Expenses	$372,445	$367,202	+0.0%
Net Income	$-13,183	$-19,411	-0.3%

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
LAUREN MACMILLIAN	ASSOCIATE DIRECTOR	0.50	Director	$0	$0	$0
MIKE MIDDLETON	DIRECTOR	0.50	Director	$0	$0	$0
LORI HOOPER	DIRECTOR	0.50	Director	$0	$0	$0
ALLEGRA WILLHITE	DIRECTOR	0.50	Director	$0	$0	$0
GLORIA BUTSCH	GFAO REPRESENTATIVE	0.50	Director	$0	$0	$0
MATT ZOOK	DIRECTOR	0.50	Director	$0	$0	$0
KATHLEEN ZARAGOZA	DIRECTOR	0.50	Director	$0	$0	$0
TIM COLLIER	PRESIDENT	0.50	Officer Director	$0	$0	$0
BRIAN KENNEDY	PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
WENDY FETH	PRESIDENT - ELECT	0.50	Officer 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	$359,262	$372,445	$139,109	$-13,183
2024	$347,791	$367,202	$152,292	$-19,411
2023	$310,908	$330,068	$174,171	$-19,160
2022	$274,341	$251,694	$197,645	$22,647
2021	$4,820	$24,893	$126,284	$-20,073
2020	$349,796	$316,894	$146,357	$32,902
2019	$334,175	$333,803	$113,455	$372
2018	$391,431	$366,427	$113,083	$25,004

OREGON MUNICIPAL FINANCE OFFICERS