ORANGE COUNTY BAR ASSOCIATION CHARITABLE FUND (EIN 330690752) - 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

1996

Legal Domicile

Principal Officer

ERIC TRAUT

Phone

9494406700

Tax Period

2024-01-01 to 2024-12-31

ORANGE COUNTY BAR ASSOCIATION CHARITABLE FUND, founded in 1996, is a small nonprofit in the Unknown sector that reported $306K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $283K left a modest 8% surplus.

Mission

TO PROVIDE RESOURCES TO ORGANIZATIONS AND PROGRAMS IN ORDER TO ENHANCE THE SYSTEM OF JUSTICE AND PROMOTE EQUAL JUSTICE FOR ALL.

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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 $253,552

Program Service Revenue $0

Investment Income $3,119

Other Revenue $49,692

TOTAL REVENUE $306,363

Expense Breakdown

Grants Paid $215,000

Salaries & Benefits $61,608

Fundraising Expenses $17,077

Program Expenses $249,147

Other Expenses $6,693

TOTAL EXPENSES $283,301

Year-over-Year Comparison

	2024	2023	Change
Revenue	$306,363	$274,183	+0.1%
Expenses	$283,301	$268,995	+0.1%
Net Income	$23,062	$5,188	+3.4%

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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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

$547,915

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL GREGG	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHIRIN FOROOTAN	TREASURER	2.00	Officer Director	$0	$0	$0
ERIC V TRAUT	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHN BECKLEY	DIRECTOR	2.00	Director	$0	$0	$0
DOUGLAS B DAVIDSON	DIRECTOR	2.00	Director	$0	$0	$0
KELLY L GALLIGAN	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL M GLASSMAN	DIRECTOR	2.00	Director	$0	$0	$0
DEIRDRE M KELLY	DIRECTOR	2.00	Director	$0	$0	$0
NIKKI P MILIBAND	DIRECTOR	2.00	Director	$0	$0	$0
SHARON OH-KUBISCH	DIRECTOR	2.00	Director	$0	$0	$0
JAMES Y PACK	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL A PENN	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL S ROBINSON	DIRECTOR	2.00	Director	$0	$0	$0
MEI TSANG	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINA ZABAT-FRAN	DIRECTOR	2.00	Director	$0	$0	$0
TRUDY LEVINDOFSKE	CEO / EXECUTIVE DIRECTOR	3.00	Officer	$0	$13,933	$173,959
DENNIS SLAUGHTER	CEO / EXECUTIVE DIRECTOR	3.00	Officer	$0	$17,519	$228,097
AARON CALDERON	CONTROLLER	1.00	Officer	$0	$10,580	$145,859

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	$306,363	$283,301	$382,873	$23,062
2023	$274,183	$268,995	$357,741	$5,188
2022	$253,384	$234,145	$359,586	$19,239
2021	$215,379	$151,995	$313,858	$63,384
2020	$125,536	$245,902	$245,517	$-120,366
2019	$264,996	$298,315	$391,690	$-33,319
2018	$279,247	$266,459	$433,705	$12,788

ORANGE COUNTY BAR ASSOCIATION CHARITABLE FUND