SAN JUAN CAPISTRANO, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)ADVANCE OC, founded in 2019, is a small nonprofit in the Human Services sector that reported $685K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $637K left a modest 7% surplus.
A NONPROFIT RESEARCH AND TECHNOLOGY ORGANIZATION DEDICATED TO CLOSING SOCIAL AND HEALTH DISPARITIES THROUGH DATA-DRIVEN, COMMUNITY-CENTERED DESIGN. OUR MISSION IS TO LEVERAGE DATA FOR GOOD - TRANSFORMING LIVED EXPERIENCE INTO ACTIONABLE INSIGHTS THAT DRIVE EQUITY, JUSTICE, AND SYSTEMS CHANGE. BY LEVERAGING EMERGING TECHNOLOGIES LIKE ARTIFICIAL INTELLIGENCE AND ELEVATING VOICES FROM HISTORICALLY MARGINALIZED COMMUNITIES, WE CREATE DATA PRODUCTS TO TRANSFORM PUBLIC POLICY AND ACHIEVE A MORE JUST SOCIETY.
OC HEALTHY AGING ASSESSMENT: PERFORMED NEEDS ASSESSMENT FOR THE OLDER ADULTS POPULATION IN ORANGE COUNTY TO INFORM THE COUNTY'S MASTER PLAN ON AGING. PROGRAM DELIVERABLES INCLUDE STAKEHOLDER...
OC HEALTHY AGING ASSESSMENT: PERFORMED NEEDS ASSESSMENT FOR THE OLDER ADULTS POPULATION IN ORANGE COUNTY TO INFORM THE COUNTY'S MASTER PLAN ON AGING. PROGRAM DELIVERABLES INCLUDE STAKEHOLDER INTERVIEWS, PROVIDER AND COMMUNITY SURVEYS AND FOCUS GROUPS OF ORANGE COUNTY RESIDENTS 60+ YEARS AND THEIR CAREGIVERS.
EQUITY IN OC: INVESTIGATED HEALTH DISPARITIES FOR SIX UNDERSERVED POPULATIONS IN ORANGE COUNTY, DELIVERING DATA INTELLIGENCE AND POPULATION OVERVIEWS ON THE SOCIAL DETERMINANTS OF HEALTH IMPACTING...
EQUITY IN OC: INVESTIGATED HEALTH DISPARITIES FOR SIX UNDERSERVED POPULATIONS IN ORANGE COUNTY, DELIVERING DATA INTELLIGENCE AND POPULATION OVERVIEWS ON THE SOCIAL DETERMINANTS OF HEALTH IMPACTING THEM. PROVIDED DATA CONSULTING AND SUPPORT TO OVER 250 NONPROFIT ORGANIZATIONS AND WORKED WITH NUMEROUS COUNTY AGENCIES IN SUPPORT OF EQUITY RELATED INITIATIVES.
NORTHSTAR: PERFORMED OUTREACH AND COMMUNITY ENGAGEMENT SERVICES TO DISINVESTED IMMIGRANT COMMUNITIES IN ORANGE COUNTY, SPECIFICALLY AAPI COMMUNITIES IN ADDITION TO OTHER HISTORICALLY MARGINALIZED...
NORTHSTAR: PERFORMED OUTREACH AND COMMUNITY ENGAGEMENT SERVICES TO DISINVESTED IMMIGRANT COMMUNITIES IN ORANGE COUNTY, SPECIFICALLY AAPI COMMUNITIES IN ADDITION TO OTHER HISTORICALLY MARGINALIZED GROUPS SUCH AS THE BLACK COMMUNITY, TO INFORM THEM ABOUT ECONOMIC EMPOWERMENT SERVICES CONSISTING OF ENTREPRENEURSHIP, BUSINESS MENTORSHIP AND INCUBATION, AND FINANCIAL LITERACY COURSES OFFERED THROUGH A NETWORK OF COMMUNITY-BASED ORGANIZATIONS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $684,638 | $1,103,264 | -0.4% |
| Expenses | $637,045 | $1,109,779 | -0.4% |
| Net Income | $47,593 | $-6,515 | -8.3% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| TORHON BARNES | DIRECTOR OF STRATEGIC PARTNERSHIPS | 40.00 |
Officer
|
$80,000 | $0 | $80,000 |
| TAMMY PENG | DIRECTOR OF OPERATIONS | 40.00 |
Officer
|
$75,000 | $0 | $75,000 |
| CLAYTON CHAU | CHAIR | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| KELITA GARDNER | VICE CHAIR | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| KATRINA KALVODA | PRESIDENT | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| KARIN KALK | SECRETARY | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| TIMOTHY HENDERSON | TREASURER | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| KATHERINE AMOUKHTEH | DIRECTOR | 5.00 |
Director
|
$0 | $0 | $0 |
| DEREK SERRANO | DIRECTOR | 5.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $684,638 | $637,045 | $142,956 | $47,593 |
| 2023 | $1,103,264 | $1,109,779 | $133,505 | $-6,515 |
| 2022 | $295,725 | $399,112 | $95,315 | $-103,387 |
| 2021 | $252,785 | $329,579 | $198,702 | $-76,794 |
| 2020 | $397,796 | $126,366 | $275,496 | $271,430 |
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