ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION (EIN 330377341) - 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

1988

Legal Domicile

Principal Officer

TEREN SHAFFER

Phone

7145600900

Tax Period

2024-07-01 to 2025-06-30

ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION, founded in 1988, is a community nonprofit in the Education sector that reported $6.6M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $6.0M left a modest 10% surplus.

Mission

TO RAISE FUNDS FOR THE BENEFIT OF THE ORANGE COUNTY SCHOOL OF THE ARTS.

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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 $6,054,447

Program Service Revenue $815,862

Investment Income $66,619

Other Revenue $-329,584

TOTAL REVENUE $6,607,344

Expense Breakdown

Grants Paid $2,249,802

Salaries & Benefits $2,428,888

Fundraising Expenses $785,236

Program Expenses $4,590,683

Other Expenses $1,278,034

TOTAL EXPENSES $5,956,724

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,607,344	$4,691,462	+0.4%
Expenses	$5,956,724	$5,520,027	+0.1%
Net Income	$650,620	$-828,565	-1.8%

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

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

$563,373

Total Directors

$563,373

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TEREN SHAFFER	PRESIDENT AND CEO	24.00	Officer Director	$0	$75,880	$398,841
STEVE WAGNER	FORMER VP OF OPS. (END JUNE 2024)	6.00		$0	$32,137	$215,329
GREGORY ENDELMAN	VP OF OPERATIONS (AS OF JULY 2024)	6.00	Officer Director	$0	$23,501	$164,532
JASON HERTHEL	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MICHAEL LAVEN	VICE CHAIR, FINANCE	2.00	Officer Director	$0	$0	$0
KIMBERLEY LAKES PHD	VICE CHAIR, HUMAN CAPITAL	2.00	Officer Director	$0	$0	$0
EOIN L KREDITOR JD	VICE CHAIR, LEGACY GIVING	2.00	Officer Director	$0	$0	$0
JENNIFER STERNSHEIN	SECRETARY	2.00	Officer Director	$0	$0	$0
KEVIN TIBER	TREASURER	2.00	Officer Director	$0	$0	$0
HALIM DHANIDINA	BOT REPRESENTATIVE	2.00	Officer Director	$0	$0	$0
LISA ARGYROS	DIRECTOR	2.00	Director	$0	$0	$0
JIM BERGMAN	DIRECTOR	2.00	Director	$0	$0	$0
LISA BRENNAN	DIRECTOR	2.00	Director	$0	$0	$0
ALBERT BUSHALA	DIRECTOR	2.00	Director	$0	$0	$0
MIAAD BUSHALA	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE E CHAPMAN	DIRECTOR	2.00	Director	$0	$0	$0
JIM CONROY	DIRECTOR	2.00	Director	$0	$0	$0
JULIA FELDMAN	DIRECTOR	2.00	Director	$0	$0	$0
LAMIA GABAL	DIRECTOR	2.00	Director	$0	$0	$0
JULIE GARN	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN GIGLIA	DIRECTOR	2.00	Director	$0	$0	$0
JASON GWIN	DIRECTOR	2.00	Director	$0	$0	$0
GILLIAN HAYES	DIRECTOR	2.00	Director	$0	$0	$0
STEVEN HO	DIRECTOR	2.00	Director	$0	$0	$0
MARTIN HOWARD	DIRECTOR	2.00	Director	$0	$0	$0
JENNIE LYNN JOHANSON-MAYA	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA JUAREZ	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL LE	DIRECTOR	2.00	Director	$0	$0	$0
LEE RUNNELS	DIRECTOR	2.00	Director	$0	$0	$0
DON STEINER	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE WALKER-BOWMAN	DIRECTOR	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
2025	$6,607,344	$5,956,724	$4,669,903	$650,620
2024	$4,691,462	$5,520,027	$3,822,087	$-828,565
2023	$5,393,216	$5,308,121	$3,175,272	$85,095
2022	$7,117,184	$6,960,069	$3,015,604	$157,115
2021	$3,226,084	$2,642,807	$3,071,481	$583,277
2020	$2,588,268	$3,306,576	$2,441,397	$-718,308
2019	$3,482,249	$3,395,486	$3,051,014	$86,763
2018	$3,516,830	$2,628,588	$2,904,718	$888,242

ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION