ORANGE COUNTY TECHNOLOGY ACTION NETWORK (EIN 043723991) - 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

2002

Legal Domicile

Principal Officer

WILLIAM CARPOU

Phone

9494593366

Tax Period

2023-01-01 to 2023-12-31

ORANGE COUNTY TECHNOLOGY ACTION NETWORK, founded in 2002, is a community nonprofit in the Community Improvement sector that reported $3.7M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $3.2M left a modest 14% surplus.

Mission

CONNECTING PEOPLE AND IDEAS WITH CAPITAL & RESOURCES TO DRIVE TECHNOLOGY GROWTH IN ORANGE COUNTY, CA.

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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 $17,500

Program Service Revenue $3,366,128

Investment Income $189,146

Other Revenue $168,876

TOTAL REVENUE $3,741,650

Expense Breakdown

Grants Paid $122,455

Salaries & Benefits $1,550,901

Fundraising Expenses $0

Other Expenses $1,560,500

TOTAL EXPENSES $3,233,856

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,741,650	$2,767,794	+0.4%
Expenses	$3,233,856	$2,930,020	+0.1%
Net Income	$507,794	$-162,226	-4.1%

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

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

$743,788

Total Directors

$743,788

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM CARPOU	CEO/PRESIDENT	35.50	Officer Director	$389,861	$21,856	$411,717
JANELLE BRUNETTE	CHIEF OPERATING OFFICER	33.50	Officer Director	$321,441	$10,630	$332,071
AIDAN RANEY	BOARD MEMBER	0.50	Director	$0	$0	$0
AKIN CEYLAN	BOARD MEMBER	0.50	Director	$0	$0	$0
ANDREW LYON	BOARD MEMBER UNTIL 05/23	0.50	Director	$0	$0	$0
ANDREW STEWART	BOARD MEMBER	0.50	Director	$0	$0	$0
ANTHONY CHANG	BOARD MEMBER	0.50	Director	$0	$0	$0
ASHLIE WOODS	BOARD MEMBER	0.50	Director	$0	$0	$0
AZIZ MOTTIWALA	BOARD MEMBER	0.50	Director	$0	$0	$0
BOB JACOBSON	BOARD MEMBER	0.50	Director	$0	$0	$0
BRETT WALL	BOARD MEMBER	0.50	Director	$0	$0	$0
BRUCE FEUCHTER	BOARD MEMBER	0.50	Director	$0	$0	$0
BRUCE HALLETT	BOARD MEMBER	0.50	Director	$0	$0	$0
CAITLIN BLANCHE	BOARD MEMBER	0.50	Director	$0	$0	$0
CARRIE STROM	BOARD MEMBER	0.50	Director	$0	$0	$0
CELINE MARTIN	BOARD MEMBER	0.50	Director	$0	$0	$0
CHARLIE BLACK	BOARD MEMBER	0.50	Director	$0	$0	$0
CLAY WILEMON	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVEEN CHOPRA	BOARD MEMBER	0.50	Director	$0	$0	$0
DEAN STOECKER	BOARD MEMBER	0.50	Director	$0	$0	$0
ED KIM	BOARD MEMBER	0.50	Director	$0	$0	$0
EHSAN SADRI	BOARD MEMBER	0.50	Director	$0	$0	$0
EMILE HADDAD	BOARD MEMBER	0.50	Director	$0	$0	$0
FAUAD HASAN	BOARD MEMBER	0.50	Director	$0	$0	$0
HAZEM CHEHABI	BOARD MEMBER	0.50	Director	$0	$0	$0
HENRIK CRONQVIST	BOARD MEMBER	0.50	Director	$0	$0	$0
JAG DOSANJH	BOARD MEMBER	0.50	Director	$0	$0	$0
JANET CLARDY	BOARD MEMBER	0.50	Director	$0	$0	$0
JEFFRY WEINHUFF	BOARD MEMBER	0.50	Director	$0	$0	$0
JENNIFER LEUER	BOARD MEMBER	0.50	Director	$0	$0	$0
JIM MAZZO	BOARD MEMBER	0.50	Director	$0	$0	$0
KAMAKSHI ZEIDLER	BOARD MEMBER	0.50	Director	$0	$0	$0
LAURENT ATTIAS	BOARD MEMBER	0.50	Director	$0	$0	$0
LYNN JOCHIM	BOARD MEMBER	0.50	Director	$0	$0	$0
MARC SCHNEIDER	BOARD MEMBER	0.50	Director	$0	$0	$0
MIKE HEDGE	BOARD MEMBER	0.50	Director	$0	$0	$0
PETE DEUTSCHMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
RAMIN VALIAN	BOARD MEMBER	0.50	Director	$0	$0	$0
RANDY FISHER	BOARD MEMBER	0.50	Director	$0	$0	$0
REYNOLDS BISH	BOARD MEMBER UNTIL 12/23	0.50	Director	$0	$0	$0
REZA JAHANGIRI	BOARD MEMBER	0.50	Director	$0	$0	$0
ROB GOODMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
SABING LEE	BOARD MEMBER	0.50	Director	$0	$0	$0
SCOTT JOSLYN	BOARD MEMBER	0.50	Director	$0	$0	$0
SCOTT WHITCUP	BOARD MEMBER	0.50	Director	$0	$0	$0
TATJANA MITCHELL	BOARD MEMBER	0.50	Director	$0	$0	$0
TED WILM	BOARD MEMBER	0.50	Director	$0	$0	$0
THOMAS MITRO	BOARD MEMBER	0.50	Director	$0	$0	$0
CARA PARCHMENT	SENIOR EVENT MANAGER	39.50	Highest	$122,358	$8,246	$130,604
NATALIE MATSUMOTO	DIRECTOR OF MARKETING	39.50	Highest	$174,036	$9,330	$183,366
TERESA MADDEN WEIDHAAS	DIR. OF PARTNER RELATIONS	39.50	Highest	$139,613	$8,595	$148,208
RITA CRISTINA BATTOCCHIO	HEAD OF EVENTS	39.50	Highest	$145,963	$8,624	$154,587

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
2024	No data	No data	No data	No data
2023	$3,741,650	$3,233,856	$5,674,727	$507,794
2022	$2,767,794	$2,930,020	$4,412,477	$-162,226
2021	$2,881,161	$2,447,132	$4,643,275	$434,029
2020	$2,980,157	$1,987,211	$4,236,221	$992,946
2019	$3,008,894	$2,625,732	$2,643,272	$383,162
2018	$2,573,813	$2,528,034	$2,178,370	$45,779

ORANGE COUNTY TECHNOLOGY ACTION NETWORK