ORANGE COUNTY CURRENT AFFAIRS FORUM DBA OC FORUM (EIN 330431017) - 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

1989

Legal Domicile

Principal Officer

Janice Bachmann

Phone

9497839677

Tax Period

2024-01-01 to 2024-12-31

ORANGE COUNTY CURRENT AFFAIRS FORUM DBA OC FORUM, founded in 1989, is a small nonprofit in the Arts, Culture & Humanities sector that reported $209K in total revenue in fiscal year 2024. Expenses of $262K exceeded revenue, resulting in a 25% operating deficit.

Mission

THE PRIMARY PURPOSE IS TO PROVIDE A PUBLIC AFFAIRS EDUCATIONAL FORUM FOR TODAY'S LEADERS TO DISCUSS WORLD-WIDE CURRENT ISSUES IMPORTANT TO THE ORANGE COUNTY COMMUNITY, BRINGING TOGETHER PEOPLE OF DIFFERENT BACKGROUNDS AND PERSUASIONS FOR ENLIGHTENED DISCUSSIONS.

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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 $105,924

Program Service Revenue $103,100

Investment Income $27

Other Revenue $0

TOTAL REVENUE $209,051

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $201,248

Other Expenses $262,038

TOTAL EXPENSES $262,038

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,051	$216,224	0.0%
Expenses	$262,038	$219,876	+0.2%
Net Income	$-52,987	$-3,652	+13.5%

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
JANICE BACHMANN	President	2.00	Officer Director	$0	$0	$0
JO ELLEN CHATHAM	Director	0.50	Director	$0	$0	$0
SARAH CATZ	Director	0.50	Director	$0	$0	$0
JOHN CHRISTENSEN	Director	0.50	Officer Director	$0	$0	$0
Susan Hori	Vice President	2.00	Officer Director	$0	$0	$0
Taryn Palumbo	Director	0.50	Officer Director	$0	$0	$0
JENA JENSEN	Vice President	2.00	Officer Director	$0	$0	$0
KATE KLIMOW	Vice President	2.00	Officer Director	$0	$0	$0
Caroline Wong	Director	0.50	Director	$0	$0	$0
Patty Conover	Vice President	2.00	Officer Director	$0	$0	$0
Georgina Maldonado	Vice President	2.00	Officer Director	$0	$0	$0
Michael Ruane	Vice President	2.00	Officer Director	$0	$0	$0
Tiffany Alva	Vice President	2.00	Officer Director	$0	$0	$0
Matthew Ingraham	Director	0.50	Director	$0	$0	$0
Dawn Reese	Director	0.50	Director	$0	$0	$0
Gregory Scott	Director	0.50	Director	$0	$0	$0
Mary Anne Foo	Director	0.50	Director	$0	$0	$0
Colleen Dillaway	Director	0.50	Director	$0	$0	$0
Michelle Murphy	Director	0.50	Director	$0	$0	$0
Henry Mendoza	Treasurer	2.00	Officer Director	$0	$0	$0
Elva Rubalcava	Director	0.50	Director	$0	$0	$0
Jake Anderson	Vice President	2.00	Officer Director	$0	$0	$0
Jim Panetta	Director	0.50	Director	$0	$0	$0
Julie Tomanpos	Director	0.50	Director	$0	$0	$0
Matthew Hicks	Secretary	0.50	Officer Director	$0	$0	$0
Sara May	Director	0.50	Director	$0	$0	$0
Theresa Wright	Director	0.50	Director	$0	$0	$0
Arianna Barrios	Executive Dir.	2.00	Officer 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	$209,051	$262,038	$90,174	$-52,987
2023	$216,224	$219,876	$121,924	$-3,652

ORANGE COUNTY CURRENT AFFAIRS FORUM DBA OC FORUM