OCCHA Inc (EIN 237214182) - 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

1972

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

OCCHA Inc, founded in 1972, is a small nonprofit that reported $508K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $105K, a strong 21% operating margin.

Mission

To focus on programs of social economic educational and cultural needs and seeks to improve the overall literacy abilities and quality of life for clients so that they may fulfill their civil obligations exercise their rights and operate in a creative poductive manner in society.

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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 $438,598

Program Service Revenue $21,769

Investment Income $7

Other Revenue $47,467

TOTAL REVENUE $507,841

Expense Breakdown

Grants Paid $0

Salaries & Benefits $260,208

Fundraising Expenses $0

Program Expenses $402,721

Other Expenses $112,087

TOTAL EXPENSES $402,721

Year-over-Year Comparison

	2023	2022	Change
Revenue	$507,841	$362,574	+0.4%
Expenses	$402,721	$279,570	+0.4%
Net Income	$105,120	$83,004	+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

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

$59,758

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angelica Diaz	Executive Director	40.00	Director Highest	$59,758	$0	$59,758
Michelle Chahine	Member	2.00	Director	$0	$0	$0
Rosa Tirado	Member	2.00	Director	$0	$0	$0
Marcus E Rivera	Member	2.00	Director	$0	$0	$0
Joy Mistovich	Member	2.00	Director	$0	$0	$0
Luis Arroyo	Member	2.00	Director	$0	$0	$0
Michael Ray Jr	Treasurer	2.00	Director	$0	$0	$0
Iris Crespo	Vice President	2.00	Director	$0	$0	$0
Nick Chretien	President	2.00	Director	$0	$0	$0
Miriam M Ocasio	Member	2.00	Director	$0	$0	$0
Alessandro Cutrona	Member	2.00	Director	$0	$0	$0
Virginia Krall	Secretary	2.00	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
2024	No data	No data	No data	No data
2023	$507,841	$402,721	$671,861	$105,120
2022	$362,574	$279,570	$572,883	$83,004
2021	$193,149	$192,574	$486,406	$575
2020	$105,953	$122,351	$491,305	$-16,398
2019	$138,252	$153,747	$471,320	$-15,495
2018	$146,442	$187,584	$487,573	$-41,142

OCCHA Inc