OCCACC FOUNDATION (EIN 770606785) - 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

1994

Legal Domicile

Principal Officer

CHENYUAN ANTHONY CHEN

Phone

9495518225

Tax Period

2024-07-01 to 2025-06-30

OCCACC FOUNDATION, founded in 1994, is a small nonprofit in the Education sector that reported $344K in total revenue in fiscal year 2024. Expenses of $299K left a modest 13% surplus.

Mission

OCCACC FOUNDATION HELPS DREAMS COME TO TRUE FOR MANY OUTSTANDING STUDENTS. OUR ORGANIZATION CONNECTS AND CONTINUALLY NURTURES AN EXTENDED FAMILY OF PASSIONATE MOTIVATED AND SERVICE-ORIENTED LEADERS.

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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 $297,680

Program Service Revenue $0

Investment Income $45,931

Other Revenue $0

TOTAL REVENUE $343,611

Expense Breakdown

Grants Paid $190,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $292,914

Other Expenses $108,850

TOTAL EXPENSES $299,350

Year-over-Year Comparison

	2024	2023	Change
Revenue	$343,611	$335,731	+0.0%
Expenses	$299,350	$306,982	0.0%
Net Income	$44,261	$28,749	+0.5%

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
MARY LIN	President	4.00	Officer Director	$0	$0	$0
CHENYUAN ANTHONY CHEN	Treasurer	4.00	Officer Director	$0	$0	$0
CYNTHIA CHEN	Secretary	4.00	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
2025	$343,611	$299,350	$1,186,752	$44,261
2024	$335,731	$306,982	$1,126,709	$28,749
2023	$978,893	$256,033	$1,828,886	$722,860
2023	$232,370	$240,436	$1,166,789	$-8,066
2022	$219,898	$212,684	$1,112,226	$7,214
2021	$292,245	$209,153	$1,098,812	$83,092
2020	$388,449	$254,363	$1,015,720	$134,086
2019	$118,400	$206,144	$881,634	$-87,744

OCCACC FOUNDATION