OLOC INC (EIN 760393649) - 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

Principal Officer

PATTI KARDIA

Tax Period

2023-01-01 to 2023-12-31

OLOC INC is a small nonprofit in the Community Improvement sector that reported $543K in total revenue in fiscal year 2023. Revenue surged 112% from the prior year, signaling strong growth momentum. The organization ran a surplus of $283K, a strong 52% operating margin.

Mission

EDUCATION FOR OLDER WOMENS NEED

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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 $439,281

Program Service Revenue $71,601

Investment Income $9,673

Other Revenue $22,893

TOTAL REVENUE $543,448

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,170

Program Expenses $260,350

Other Expenses $260,350

TOTAL EXPENSES $260,350

Year-over-Year Comparison

	2023	2022	Change
Revenue	$543,448	$256,154	+1.1%
Expenses	$260,350	$123,122	+1.1%
Net Income	$283,098	$133,032	+1.1%

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

$4,000

Total Directors

$8,925

Key Employees

$45,162

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SALLY TATNALL	CO-DIRECTOR	20	Officer Director	$2,000	$0	$2,000
PATTI KARDIA	TREASURER	20	Officer Director	$0	$0	$0
MICHIKO THORNE	CO-DIRECTOR	10	Officer Director	$2,000	$0	$2,000
MARIA CORA	DIRECTOR	10	Director	$2,925	$0	$2,925
JUANITA MALOUF	DIRECTOR	10	Director	$0	$0	$0
PATRICIATUCKER	SECRETARY	20	Officer Director	$0	$0	$0
A M CALDERON	DIRECTOR	10	Director	$2,000	$0	$2,000
S WISEHEART	ADMINISTRATION	25	Key Emp	$22,944	$0	$22,944
SHERYL KAPLAN	ADMINISTRATION	20	Key Emp	$22,218	$0	$22,218

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	No data	No data	No data	No data
2023	$543,448	$260,350	$646,468	$283,098
2022	$256,154	$123,122	$400,517	$133,032

OLOC INC