Open Compliance and Ethics Group Inc (EIN 593771849) - 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

2003

Legal Domicile

Phone

6022349278

Tax Period

2024-01-01 to 2024-12-31

Open Compliance and Ethics Group Inc, founded in 2003, is a community nonprofit in the Education sector that reported $4.5M in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 32% operating margin.

Mission

OCEG IS A NONPROFIT ORGANIZATION THAT UNIQUELY HELPS ORGANIZATIONS DRIVE PRINCIPLED PERFORMANCE BY ENHANCING CULTURE AND INTEGRATING GOVERNANCE, RISK AND COMPLIANCE.

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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 $4,063,094

Program Service Revenue $398,400

Investment Income $29,891

Other Revenue $6,214

TOTAL REVENUE $4,497,599

Expense Breakdown

Grants Paid $7,075

Salaries & Benefits $618,741

Fundraising Expenses $0

Program Expenses $2,991,815

Other Expenses $2,424,235

TOTAL EXPENSES $3,050,051

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,497,599	$3,043,157	+0.5%
Expenses	$3,050,051	$2,710,579	+0.1%
Net Income	$1,447,548	$332,578	+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

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

$339,277

Total Directors

$339,277

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT l MITCHELL	CEO,Chair, Secretary, Treasurer	40.0	Officer Director	$306,000	$33,277	$339,277
JON MCCORMICK	DIRECTOR	0.3	Director	$0	$0	$0
CAROLE SWITZER	FORMER President	40.0		$202,231	$0	$202,231

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	$4,497,599	$3,050,051	$5,505,708	$1,447,548
2023	$3,043,157	$2,710,579	$4,026,711	$332,578
2022	$2,485,172	$1,902,074	$3,685,290	$583,098
2021	$2,253,577	$1,368,187	$3,101,073	$885,390
2020	$1,927,038	$1,248,193	$2,337,239	$678,845

Open Compliance and Ethics Group Inc