THE BRIAN ORTEGA FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $14,717

T-CITY SCHOLARSHIP - THE T-CITY SCHOLARSHIP IS A FULL-TUITION SCHOLARSHIP FOR ONE YEAR OF TRAINING AT ANY CERTIFIED GRACIE JIU-JITSU TRAINING CENTER IN THE WORLD,INCLUDING GRACIE UNIVERSITY...

T-CITY SCHOLARSHIP - THE T-CITY SCHOLARSHIP IS A FULL-TUITION SCHOLARSHIP FOR ONE YEAR OF TRAINING AT ANY CERTIFIED GRACIE JIU-JITSU TRAINING CENTER IN THE WORLD,INCLUDING GRACIE UNIVERSITY HEADQUARTERS WHERE BRIAN ORTEGA TRAINS AND TEACHES.

Program 2

Expenses: $11,080

GENERAL ASSISTANCE - MANY KIDS TODAY FEEL ALONE AND THAT THEIR INDIVIDUAL SITUATION IS HOPELESS. THE BRIAN ORTEGA FOUNDATION PROVIDES KIDS WITH MESSAGES OF INSPIRATION FROM BRIAN BASED ON HIS...

GENERAL ASSISTANCE - MANY KIDS TODAY FEEL ALONE AND THAT THEIR INDIVIDUAL SITUATION IS HOPELESS. THE BRIAN ORTEGA FOUNDATION PROVIDES KIDS WITH MESSAGES OF INSPIRATION FROM BRIAN BASED ON HIS PERSONAL EXPERIENCE IN OVERCOMING ADVERSITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
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