Organization Design Forum Inc co Tanya Spelts (EIN 611159540) - 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

Legal Domicile

Phone

6025109105

Tax Period

2024-07-01 to 2025-06-30

Organization Design Forum Inc co Tanya Spelts is a small nonprofit that reported $225K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $194K left a modest 14% surplus.

Mission

To present seminars, workshops and conferences for organizational design learning and information sharing.

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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 $25,600

Program Service Revenue $197,178

Investment Income $2,510

Other Revenue $0

TOTAL REVENUE $225,288

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $132,596

Other Expenses $193,518

TOTAL EXPENSES $193,518

Year-over-Year Comparison

	2024	2023	Change
Revenue	$225,288	$198,563	+0.1%
Expenses	$193,518	$154,041	+0.3%
Net Income	$31,770	$44,522	-0.3%

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	Role	Reportable Comp	Other Comp	Total
Jodie Goulden	Director	Director	$0	$0	$0
Jenna Kozak	Chairperson	Director	$0	$0	$0
Jardena London	Director	Director	$0	$0	$0
Duyen Bui	Director	Director	$0	$0	$0
Cynthia Escamilla	Director	Director	$0	$0	$0
Mark Robinson	Director	Director	$0	$0	$0
Adam Redshaw	Director	Director	$0	$0	$0
Dallin Whitfield	Director	Director	$0	$0	$0
Keith Warren	Director	Director	$0	$0	$0
Stacy Conti	Treasurer	Director	$0	$0	$0
Carlos Valdes-Dapena	Director	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
2025	$225,288	$193,518	$210,072	$31,770

Organization Design Forum Inc co Tanya Spelts