OCA GREATER PHOENIX (EIN 453043495) - 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

2011

Principal Officer

ASTRIA WONG

Phone

4809901222

Tax Period

2018-01-01 to 2018-12-31

OCA GREATER PHOENIX, founded in 2011, is a small nonprofit that reported $187K in total revenue in fiscal year 2018. The organization ran a surplus of $140K, a strong 75% operating margin.

Mission

ADVANCING THE SOCIAL, POLITICAL, AND ECONOMIC WELL-BEING OF ASIAN PACIFIC AMERICANS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $184,088

Program Service Revenue $0

Investment Income $0

Other Revenue $2,867

TOTAL REVENUE $186,955

Expense Breakdown

Grants Paid $21,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,500

Other Expenses $25,237

TOTAL EXPENSES $46,737

Year-over-Year Comparison

	2018	2017	Change
Revenue	$186,955	N/A	N/A
Expenses	$46,737	N/A	N/A
Net Income	$140,218	N/A	N/A

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

N/A

Employees

N/A

Volunteers

N/A

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
JULIAN CASTILLO	CIVIC ENGAGE	8.00	Director	$0	$0	$0
RULA PRASAD	PROGRAM DIRE	8.00	Director	$0	$0	$0
THERESE TIU	MEMBERSHIP D	8.00	Director	$0	$0	$0
RAVEEN ARORA	DEVELOPMENT	8.00	Director	$0	$0	$0
KEVIN ASEHAN	CIVIC ENGAGE	8.00	Director	$0	$0	$0
ASTRIA WONG	PRESIDENT	8.00	Officer	$0	$0	$0
ROXANNE RAMIREZ	VP OF OPERAT	8.00	Officer	$0	$0	$0
SADI CHLOA	VP OF FINANC	8.00	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
2018	$186,955	$46,737	$140,959	$140,218

OCA GREATER PHOENIX