EO Orange County

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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

2001

Legal Domicile

Principal Officer

Rydan Case

Phone

9516986848

Tax Period

2023-07-01 to 2024-06-30

EO Orange County, founded in 2001, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring.

Mission

To engage leading entrepreneurs to learn and grow.

Program Service Accomplishments

Program 1

Expenses: $671,836 Revenue: $82,334

Learning and Networking:Learning and networking include opportunities for members to attend events that include presentations from other renowned successful entrepreneurs, authors, and business...

Learning and Networking:Learning and networking include opportunities for members to attend events that include presentations from other renowned successful entrepreneurs, authors, and business leaders.

Program 2

Expenses: $261,437 Revenue: $23,868

Training and Development:Training and development includes forum training, moderator training, and support for forum and moderators. This enhances members' skills in sharing experiences, ideas, and other information. In addition, this includes board member attendance at the EO Global Leaders Conference annually. This conference trains the board members on best practices for their board positions.

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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 (2023)

Revenue Breakdown

Contributions & Grants $899,695

Program Service Revenue $82,334

Investment Income $4,935

Other Revenue $23,868

TOTAL REVENUE $1,010,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $105,916

Fundraising Expenses $0

Program Expenses $933,273

Other Expenses $1,005,927

TOTAL EXPENSES $1,111,843

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,010,832	$1,434,962	-0.3%
Expenses	$1,111,843	$1,629,723	-0.3%
Net Income	$-101,011	$-194,761	-0.5%

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

Volunteers

151

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
Steve Wilkes	President	10.00	Officer Director	$0	$0	$0
Eric Codoriz	President-Elect/Governance Chair	10.00	Officer Director	$0	$0	$0
Naomi Thomas	Finance Co-Chair	10.00	Officer Director	$0	$0	$0
Paul Bresenden	Finance Co-Chair/MyEO Chair	10.00	Officer Director	$0	$0	$0
Todd Ausherman	Accelerator Chair	10.00	Director	$0	$0	$0
Michelle Doan	Member Engagement	10.00	Director	$0	$0	$0
Cortney Donaldson	Marketing Communications Chair	10.00	Director	$0	$0	$0
Andrew Fielder	Forum Chair	10.00	Director	$0	$0	$0
Ryan Gaytan	Learning Co-Chair	10.00	Director	$0	$0	$0
Josiah Lilly	Strategic Alliance Partner	10.00	Director	$0	$0	$0
Lisa Nguyen	Learning Co-Chair	10.00	Director	$0	$0	$0
Steve Zehngut	Membership Chair	10.00	Director	$0	$0	$0
Ryan Yang	GSEA Chair (LEFT)	10.00	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	$1,010,832	$1,111,843	$742,547	$-101,011
2023	$1,434,962	$1,629,723	$777,414	$-194,761
2022	$1,025,848	$708,539	$695,999	$317,309
2021	$480,328	$485,298	$518,215	$-4,970
2020	$478,070	$402,795	$347,325	$75,275
2019	$446,425	$413,023	$299,136	$33,402
2018	$428,839	$449,749	$221,934	$-20,910