ORANGE COUNTY WOMENS TRANSPORTATION SEMINAR

EIN: 330420267

SANTA ANA, CA

Total Revenue
$260,345
Total Expenses
$200,024
Total Assets
$187,653
Net Assets
$141,478
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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
1989
Legal Domicile
CA
Principal Officer
MELINDA CRUZ
Phone
7144238171
Tax Period
2024-01-01 to 2024-12-31

ORANGE COUNTY WOMENS TRANSPORTATION SEMINAR, founded in 1989, is a small nonprofit that reported $260K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $60K, a strong 23% operating margin.

Mission

TO PROMOTE THE PROFESSIONAL DEVELOPMENT, EDUCATION, AND CAREER ADVANCEMENT OF WOMEN IN TRAFFIC, TRANSIT AND TRANSPORTATION INDUSTRIES.

Program Service Accomplishments

Program 1
Expenses: $71,877 Revenue: $112,057

ANNUAL AWARDS AND SCHOLARSHIP GALA: ANNUAL EVENT TO RECOGNIZE THE ACHIEVMENTS OF INDIVIDUALS IN THE TRANSPORTATION INDUSTRY AND AWARD SCHOLARSHIPS TO QUALIFED HIGH SCHOOL, UNDERGRADUATE AND GRADUATE...

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ANNUAL AWARDS AND SCHOLARSHIP GALA: ANNUAL EVENT TO RECOGNIZE THE ACHIEVMENTS OF INDIVIDUALS IN THE TRANSPORTATION INDUSTRY AND AWARD SCHOLARSHIPS TO QUALIFED HIGH SCHOOL, UNDERGRADUATE AND GRADUATE STUDENTS.

Program 2
Expenses: $62,833

OTHER PROGRAMS DESIGNED TO PROMOTE THE TRANSPORTATION INDUSTRY AND EDUCATE MEMBERS

Program 3
Expenses: $45,271 Revenue: $101,397

MONTHLY PROGRAMS: MONTHLY MEMBERSHIP EDUCATIONAL WORKSHOPS AND EVENTS WITH INDUSTRY RELATED SPEAKERS PROVIDING INFORMATION ON UPCOMING TRANSPORTATION PROJECTS. MEMBERS AND ATTENDEES PAY A LUNCHEON...

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MONTHLY PROGRAMS: MONTHLY MEMBERSHIP EDUCATIONAL WORKSHOPS AND EVENTS WITH INDUSTRY RELATED SPEAKERS PROVIDING INFORMATION ON UPCOMING TRANSPORTATION PROJECTS. MEMBERS AND ATTENDEES PAY A LUNCHEON FEE WITH THE NET PROCEEDS CONTRIBUTING TO THE ORGANIZATIONS VARIOUS INDUSTRY PROMOTIONAL ACTIVITIES AND SCHOLARSHIP PROGRAM.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $34,069
Program Service Revenue $226,276
Investment Income $0
Other Revenue $0
TOTAL REVENUE $260,345

Expense Breakdown

Grants Paid $46,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $185,003
Other Expenses $154,024
TOTAL EXPENSES $200,024

Year-over-Year Comparison

2024 2023 Change
Revenue $260,345 $229,088 +0.1%
Expenses $200,024 $203,624 0.0%
Net Income $60,321 $25,464 +1.4%
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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Governance

Voting Members
5
Independent Members
N/A
Employees
N/A
Volunteers
20

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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KAREN CHAPMAN President 12.00
Officer
$0 $0 $0
REBECCA SHUM MEMBERSHIP CH 4.00
Officer
$0 $0 $0
HALLIE SOMERVILLE FIRST V.P. 4.00
Officer
$0 $0 $0
MELINDA CRUZ Treasurer 4.00
Officer
$0 $0 $0
JANET MARROQUIN Secretary 4.00
Officer
$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 No data No data No data No data
2024 $260,345 $200,024 $187,653 $60,321
2023 $229,088 $203,624 $111,130 $25,464
2019 $270,721 $228,723 $166,053 $41,998
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