CREW-ORANGE COUNTY A CALIFORNIA CORPORATION (EIN 330392679) - 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

1990

Legal Domicile

Principal Officer

JOANNE LUCAS

Phone

9494757600

Tax Period

2024-01-01 to 2024-12-31

CREW-ORANGE COUNTY A CALIFORNIA CORPORATION, founded in 1990, is a small nonprofit that reported $214K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $205K left a modest 4% surplus.

Mission

TO PROMOTE AND SPONSOR EDUCATIONAL AND PROFESSIONAL ACTIVITIES FOR MEMBERS IN THE FIELD OF COMMERCIAL REAL ESTATE.

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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 $164,656

Program Service Revenue $47,409

Investment Income $2,111

Other Revenue $0

TOTAL REVENUE $214,176

Expense Breakdown

Grants Paid $25,917

Salaries & Benefits $0

Fundraising Expenses $1,248

Program Expenses $158,522

Other Expenses $178,905

TOTAL EXPENSES $204,822

Year-over-Year Comparison

	2024	2023	Change
Revenue	$214,176	$237,731	-0.1%
Expenses	$204,822	$208,411	0.0%
Net Income	$9,354	$29,320	-0.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANNE LUCAS	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANITA CHEN	TREASURER/PR	2.00	Officer Director	$0	$0	$0
JANNE CORDOVA	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
CAITLIN JINKINS	SECRETARY	2.00	Officer Director	$0	$0	$0
ANGELA GOMEZ JONES	DIRECTOR MEM	1.00	Director	$0	$0	$0
HEATHER FRANCINE	DIRECTOR PRO	1.00	Director	$0	$0	$0
KATE SHOEMAKER	DIRECTOR SPO	1.00	Director	$0	$0	$0
EMMA KELLEY	DIRECTOR	1.00	Director	$0	$0	$0
DAYNA NEVILLE	DIRECTOR COM	1.00	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	$214,176	$204,822	$110,123	$9,354
2023	$237,731	$208,411	$97,125	$29,320
2022	$201,076	$205,890	$70,727	$-4,814
2021	$173,475	$205,320	$77,465	$-31,845
2019	$166,816	$158,091	$152,427	$8,725
2018	$142,170	$140,403	$147,814	$1,767

CREW-ORANGE COUNTY A CALIFORNIA CORPORATION