FPA OF ORANGE COUNTY CALIFORNIA

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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

2001

Legal Domicile

Phone

8776223729

Tax Period

2023-01-01 to 2023-12-31

FPA OF ORANGE COUNTY CALIFORNIA, founded in 2001, is a small nonprofit that reported $209K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $234K exceeded revenue, resulting in a 12% operating deficit.

Mission

EDUCATIONAL ACTIVITIES FOR MEMBERSHIP

Program Service Accomplishments

Program 1

DEVELOP AND PRESENT PROGRAMS AND SERVICES WHICH APPEAL TO MEMBERSHIP INCLUDING EDUCATIONAL CLASSES, SEMINARS, AND LOCAL MEETINGS. ALMOST ALL OF THESE ACTIVITIES QUALIFY FOR PROFESSIONAL CONTINUING...

DEVELOP AND PRESENT PROGRAMS AND SERVICES WHICH APPEAL TO MEMBERSHIP INCLUDING EDUCATIONAL CLASSES, SEMINARS, AND LOCAL MEETINGS. ALMOST ALL OF THESE ACTIVITIES QUALIFY FOR PROFESSIONAL CONTINUING EDUCATION CREDITS FOR MEMBERSHIP.

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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 $205,972

Program Service Revenue $0

Investment Income $3,277

Other Revenue $0

TOTAL REVENUE $209,249

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $233,825

TOTAL EXPENSES $233,825

Year-over-Year Comparison

	2023	2022	Change
Revenue	$209,249	$186,152	+0.1%
Expenses	$233,825	$217,960	+0.1%
Net Income	$-24,576	$-31,808	-0.2%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELINE ZWEIG	Treasurer	0.00	Director	$0	$0	$0
ERIC KIMBRO	President	0.00	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
2023	$209,249	$233,825	$175,425	$-24,576
2019	$208,966	$199,079	$151,821	$9,887