THE BRIAN ORTEGA FOUNDATION

EIN: 823986522 501(c)(3)

FLORENCE, KY

Total Revenue
$166,639
Total Expenses
$192,916
Total Assets
$35,415
Net Assets
$35,415
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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
2017
Legal Domicile
CA
Principal Officer
BRIAN ORTEGA
Tax Period
2019-01-01 to 2019-12-31

THE BRIAN ORTEGA FOUNDATION, founded in 2017, is a small nonprofit that reported $167K in total revenue in fiscal year 2019. Revenue surged 57% from the prior year, signaling strong growth momentum. Expenses of $193K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO ENCOURAGE YOUTH TO FIND THE STRENGTH TO OVERCOME CHALLENGING CIRCUMSTANCES IN THEIR LIVES AND BE READY TO INSPIRE OTHERS TO DO THE SAME.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $142,334
Program Service Revenue $0
Investment Income $5
Other Revenue $24,300
TOTAL REVENUE $166,639

Expense Breakdown

Grants Paid $8,700
Salaries & Benefits $0
Fundraising Expenses $12,000
Program Expenses $25,797
Other Expenses $184,216
TOTAL EXPENSES $192,916

Year-over-Year Comparison

2019 2018 Change
Revenue $166,639 $106,334 +0.6%
Expenses $192,916 $44,642 +3.3%
Net Income $-26,277 $61,692 -1.4%
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

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Governance

Voting Members
3
Independent Members
3
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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES LUHRSEN SECRETARY 2.00
Officer Director
$0 $0 $0
MARICARMEN LUHRSEN VICE PRESIDE 2.00
Officer Director
$0 $0 $0
BRIAN ORTEGA PRESIDENT 2.00
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
2019 $166,639 $192,916 $35,415 $-26,277
2018 $106,334 $44,642 $60,409 $61,692
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