ORANGE COUNTY MUSIC AND DANCE INC (EIN 813275405) - 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

2016

Legal Domicile

Principal Officer

RALPH OPACIC

Phone

9493868336

Tax Period

2024-09-01 to 2025-08-31

ORANGE COUNTY MUSIC AND DANCE INC, founded in 2016, is a community nonprofit in the Arts, Culture & Humanities sector that reported $9.9M in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $7.0M, a strong 71% operating margin.

Mission

TO NURTURE, INSPIRE AND EMPOWER ORANGE COUNTY'S MOST COMMITTED AND TALENTED YOUTH TO ACHIEVE THEIR DREAMS AND PROVIDE A PATH FOR THEM TO FOLLOW THEIR PASSIONS.

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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 $8,489,898

Program Service Revenue $726,454

Investment Income $627,362

Other Revenue $13,244

TOTAL REVENUE $9,856,958

Expense Breakdown

Grants Paid $3,050

Salaries & Benefits $1,149,022

Fundraising Expenses $844,534

Program Expenses $1,065,708

Other Expenses $1,701,408

TOTAL EXPENSES $2,853,480

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,856,958	$18,585,477	-0.5%
Expenses	$2,853,480	$2,164,558	+0.3%
Net Income	$7,003,478	$16,420,919	-0.6%

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

$116,968

Total Directors

$116,968

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES ZHANG	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DOUG FREEMAN	EXECUTIVE CHAIR, CEO	40.00	Officer Director	$0	$0	$0
DAWN REESE	DIRECTOR	1.00	Director	$0	$0	$0
PETER DOERKEN	DIRECTOR	1.00	Director	$0	$0	$0
MARIO RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
JOHN FORSYTE	DIRECTOR	1.00	Director	$0	$0	$0
JO ELLEN CHATHAM	SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICK BRIEN	DIRECTOR	1.00	Director	$0	$0	$0
RALPH OPACIC	DIRECTOR	1.00	Director	$0	$0	$0
CAROL CHOI	DIRECTOR	1.00	Director	$0	$0	$0
DAVID DUNFORD	PRESIDENT	40.00	Officer Director	$110,276	$6,692	$116,968
LEONA ARONOFF-SADACCA	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES DAVID FRITCH	DIRECTOR	1.00	Director	$0	$0	$0
KRISTI L JACOB	DIRECTOR	1.00	Director	$0	$0	$0
FRAMROZE VIRJEE	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE IMHOF	DIRECTOR	1.00	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	$9,856,958	$2,853,480	$37,959,081	$7,003,478
2024	$18,585,477	$2,164,558	$30,922,225	$16,420,919
2023	$2,465,638	$2,387,119	$13,858,302	$78,519
2022	$1,099,471	$1,584,986	$13,519,807	$-485,515
2021	$2,848,677	$2,262,864	$14,312,838	$585,813
2020	$3,477,104	$2,092,706	$13,249,012	$1,384,398
2019	$2,585,232	$2,441,915	$11,573,226	$143,317
2018	$3,894,351	$2,018,675	$11,222,068	$1,875,676

ORANGE COUNTY MUSIC AND DANCE INC