OCCUR (EIN 200960930) - 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

2004

Legal Domicile

Phone

5108392440

Tax Period

2024-07-01 to 2025-06-30

OCCUR, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $390K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $582K exceeded revenue, resulting in a 49% operating deficit.

Mission

OCCUR WORKS TO REVITALIZE LOW-MODERATE INCOME NEIGHBORHOODS AND COMMUNITIES BY PROMOTING AND FACILITATING CONSUMER EDUCATION PROGRAMS, AFFORDABLE HOUSING ASSISTANCE, AND NON PROFIT AND FAITH-BASED AND CAPACITY BUILDING WORKSHOPS.

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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 $389,581

Program Service Revenue $0

Investment Income $129

Other Revenue $0

TOTAL REVENUE $389,710

Expense Breakdown

Grants Paid $0

Salaries & Benefits $312,504

Fundraising Expenses $0

Program Expenses $465,126

Other Expenses $269,422

TOTAL EXPENSES $581,926

Year-over-Year Comparison

	2024	2023	Change
Revenue	$389,710	$516,595	-0.2%
Expenses	$581,926	$592,193	0.0%
Net Income	$-192,216	$-75,598	+1.5%

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

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

$175,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID FRANKLIN	EXECUTIVE DIRECTOR	40.00	Officer	$175,000	$0	$175,000
MARIE DE PORRES TAYLOR	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
REV BRIAN K WOODSON Sr	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL PRYDE	BOARD MEMBER	1.00	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	$389,710	$581,926	$860,009	$-192,216
2024	$516,595	$592,193	$1,223,360	$-75,598
2023	$527,136	$733,921	$1,329,100	$-206,785
2022	$610,649	$1,010,297	$1,719,729	$-399,648
2021	$2,272,592	$1,828,546	$1,918,543	$444,046
2020	$1,781,079	$941,635	$1,284,842	$839,444
2019	$759,690	$791,518	$522,965	$-31,828
2018	$854,797	$748,213	$547,366	$106,584

OCCUR