OCA OPPORTUNITY COMMUNITY ABILITY INC (EIN 264366486) - 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

2009

Legal Domicile

Principal Officer

SILVIA HAAS

Phone

4078087837

Tax Period

2023-07-01 to 2024-06-30

OCA OPPORTUNITY COMMUNITY ABILITY INC, founded in 2009, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $2.0M exceeded revenue, resulting in a 15% operating deficit.

Mission

OCA ENABLES INDIVIDUALS AND FAMILIES WITH AUTISM OR OTHER DISABILITIES THE OPPORTUNITY TO MAXIMIZE THEIR ABILITIES THROUGH FUNCTIONAL, BEHAVIORAL SOCIAL, RECREATIONAL AND VOCATIONAL PROGRAMS TO LIVE WITHIN THE COMMUNITY.

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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 $435,225

Program Service Revenue $1,288,483

Investment Income $14,252

Other Revenue $0

TOTAL REVENUE $1,737,960

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,636,525

Fundraising Expenses $86,678

Program Expenses $1,516,238

Other Expenses $363,710

TOTAL EXPENSES $2,000,235

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,737,960	$1,365,228	+0.3%
Expenses	$2,000,235	$1,665,136	+0.2%
Net Income	$-262,275	$-299,908	-0.1%

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

$78,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AJ ADAMCZAK	PRESIDENT	4.00	Officer Director	$0	$0	$0
LAURA KUNZWEILIER	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
VENERANDO SEQUENZIA	TREASURER	3.00	Officer Director	$0	$0	$0
ANNE SALLEE	SECRETARY	3.00	Officer Director	$0	$0	$0
AMY VAN BERGEN	DIRECTOR	2.00	Director	$0	$0	$0
JENNY ROSSMAN	DIRECTOR	2.00	Director	$0	$0	$0
MEREDITH HEIN	DIRECTOR	2.00	Director	$0	$0	$0
BERT FONSECA	DIRECTOR	2.00	Director	$0	$0	$0
SILVIA HAAS	CEO	40.00	Officer	$78,000	$0	$78,000
MARGARET NEWMAN-THORNTON	CHIEF OPERATIONS OFFICERS	40.00	Highest	$105,155	$0	$105,155

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	No data	No data	No data	No data
2024	$1,737,960	$2,000,235	$715,606	$-262,275
2023	$1,365,228	$1,665,136	$981,472	$-299,908
2022	$2,059,267	$1,233,250	$1,337,782	$826,017
2021	$1,105,053	$993,537	$458,193	$111,516
2020	$1,030,792	$1,009,955	$469,602	$20,837
2019	$2,016,616	$2,261,516	$341,547	$-244,900
2018	$2,111,029	$2,021,949	$400,881	$89,080

OCA OPPORTUNITY COMMUNITY ABILITY INC