O'CONNOR FAMILY FOUNDATION (EIN 731498250) - 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

WILLIAM JOSEPH O'CONNOR

Phone

4058424644

Tax Period

2024-01-01 to 2024-12-31

O'CONNOR FAMILY FOUNDATION, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $216K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $56K, a strong 26% operating margin.

Mission

THE CORPORATION IS DESIGNED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES - SPECIFICALLY, THE COPORATION IS ORGANIZED TO MAINTAIN A FUND SOLELY FOR THOSE PURPOSES.

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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 $0

Program Service Revenue $0

Investment Income $216,036

Other Revenue $149

TOTAL REVENUE $216,185

Expense Breakdown

Grants Paid $109,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,925

Other Expenses $50,237

TOTAL EXPENSES $159,987

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,185	$175,358	+0.2%
Expenses	$159,987	$120,018	+0.3%
Net Income	$56,198	$55,340	+0.0%

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

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
KIMARA O' CONNOR	DIRECTOR	N/A	Officer Director	$0	$0	$0
MARY C O'CONNOR	DIRECTOR	N/A	Officer Director	$0	$0	$0
WILLIAM JOSEPH O'CONNOR	DIRECTOR	N/A	Officer 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	$216,185	$159,987	$1,948,285	$56,198
2023	$175,358	$120,018	$1,892,087	$55,340
2022	$50,129	$135,967	$1,836,747	$-85,838
2021	$229,108	$138,656	$1,922,585	$90,452
2020	$213,794	$108,823	$1,832,133	$104,971
2019	$344,154	$90,633	$1,727,162	$253,521
2018	$184,969	$102,361	$1,473,641	$82,608

O'CONNOR FAMILY FOUNDATION