Orange County Bar Foundation

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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

1969

Legal Domicile

Principal Officer

Laura Corona Marcum

Phone

7144801925

Tax Period

2023-01-01 to 2023-12-31

Orange County Bar Foundation, founded in 1969, is a community nonprofit in the Crime & Legal sector that reported $2.2M in total revenue in fiscal year 2023. Expenses of $2.5M exceeded revenue, resulting in a 12% operating deficit.

Mission

Keeping at-risk youth out of jail, in school, healthy and drug free through education, counseling, and mentoring.

Program Service Accomplishments

Program 1

Expenses: $660,571

Juvenile crime prevention/substance abuse intervention: shortstop, program shortstop, are taught by volunteer attorneys and legal professionals to approximately 1,600 youths and their families. Stop short of addiction: An intensive program designed to specifically address the needs of first-time juvenile offenders arrested for criminal offenses as well as those having drug abuse problems.

Program 2

Expenses: $613,780 Revenue: $348,137

Health education: provides health education groups with risk education services to Latina mothers combined with family counseling to improve family functioning. Also provides comprehensive sexual...

Health education: provides health education groups with risk education services to Latina mothers combined with family counseling to improve family functioning. Also provides comprehensive sexual health education for Latina youth via evidence-based program models.

Program 3

Expenses: $692,597

Academic and career development: targets Latina high school juniors and seniors from the City of Santa Ana who are interested in entering college but need assistance due to academics, cultural and...

Academic and career development: targets Latina high school juniors and seniors from the City of Santa Ana who are interested in entering college but need assistance due to academics, cultural and gender barriers and limited financial resources. Project self allows selected students to participate in an eight week summer paid internship at local law firms, government agencies or local businesses.

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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 $2,017,392

Program Service Revenue $0

Investment Income $53,536

Other Revenue $130,452

TOTAL REVENUE $2,201,380

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,719,476

Fundraising Expenses $362,015

Program Expenses $1,966,948

Other Expenses $754,701

TOTAL EXPENSES $2,474,177

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,201,380	$2,195,807	+0.0%
Expenses	$2,474,177	$2,148,010	+0.2%
Net Income	$-272,797	$47,797	-6.7%

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

Total Directors

Key Employees

$199,299

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christopher R Aitken	Director	1.00	Director	$0	$0	$0
Alan J Crivaro	Director	1.00	Director	$0	$0	$0
Alan Brutman	Director	1.00	Director	$0	$0	$0
Steven T Card	Director	1.00	Director	$0	$0	$0
Brian M Daucher	Director	1.00	Director	$0	$0	$0
Shane P Criqui	Director	1.00	Director	$0	$0	$0
Kelly Galligan Dunn	President	1.00	Director	$0	$0	$0
William B Grenner	Director	1.00	Director	$0	$0	$0
Carrie E Foglesong	Director	1.00	Director	$0	$0	$0
Michele D Johnson	Director	1.00	Director	$0	$0	$0
Todd G Friedland	President	1.00	Director	$0	$0	$0
Michael P Maguire	Director	1.00	Director	$0	$0	$0
Dennis W Ghan	Director	1.00	Director	$0	$0	$0
M Alim Malik	Director	1.00	Director	$0	$0	$0
Alan A Greenberg	Director	1.00	Director	$0	$0	$0
Miguel P Prietto Jr	Director	1.00	Director	$0	$0	$0
Hon Jamoa Moberty	Director	1.00	Director	$0	$0	$0
Eddie Quillares Jr	Treasurer	1.00	Director	$0	$0	$0
Cheryl L O'Connor	Director	1.00	Director	$0	$0	$0
William S O'Hare	Director	1.00	Director	$0	$0	$0
Daniel S Robinson	Director	1.00	Director	$0	$0	$0
Wesley K Polischuk	President - Elect	1.00	Director	$0	$0	$0
Jaritt A Ruff	Director	1.00	Director	$0	$0	$0
Maria Z Stearns	Board President	1.00	Director	$0	$0	$0
W Henry Walker	Director	1.00	Director	$0	$0	$0
Christopher P Wesierski	Director	1.00	Director	$0	$0	$0
Erin R Ezra	Director	1.00	Director	$0	$0	$0
Mark Finkelstein	Director	1.00	Director	$0	$0	$0
Kristin Gomez	Secretary	1.00	Director	$0	$0	$0
Kevin J Grochow	Director	1.00	Director	$0	$0	$0
Nikole Kingston	Director	1.00	Director	$0	$0	$0
Anthony C Modarelli	Director	1.00	Director	$0	$0	$0
Andrea WS Paris	Director	1.00	Director	$0	$0	$0
Vikram M Reddy	Director	1.00	Director	$0	$0	$0
Lewis Sifford	Director	1.00	Director	$0	$0	$0
Erica M Sorosky	Director	1.00	Director	$0	$0	$0
Deborah E Arbabi	Director	1.00	Director	$0	$0	$0
Tyler J Cesar	Director	1.00	Director	$0	$0	$0
Anthony W Burton	Director	1.00	Director	$0	$0	$0
Jessica L Garland	Director	1.00	Director	$0	$0	$0
William C Taormina	Director	1.00	Director	$0	$0	$0
Eric V Traut	Director	1.00	Director	$0	$0	$0
Karen Ruan	Executive Director	40.00	Key Emp	$199,299	$0	$199,299

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	$2,201,380	$2,474,177	$3,915,743	$-272,797
2022	$2,195,807	$2,148,010	$4,268,492	$47,797
2021	$2,146,192	$1,963,245	$4,480,043	$182,947
2020	$2,213,719	$1,961,210	$4,220,209	$252,509
2019	$2,438,002	$1,596,300	$4,115,040	$841,702
2018	$1,771,316	$1,679,090	$3,795,732	$92,226