OCHS ALUMNI AND FRIENDS FOUNDATION INC (EIN 843296240) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

OCHS ALUMNI AND FRIENDS FOUNDATION INC, founded in 2019, is a small nonprofit in the Education sector that reported $115K in total revenue in fiscal year 2021. The organization ran a surplus of $50K, a strong 44% operating margin.

Mission

PROVIDE SCHOLARSHIPS TO GRADUATES OF ORANGE CO HIGH SCHOOL TO FUTHER THEIR EDUCATION WITH AN EMPHASIS ON CTE FIELDS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $84,744

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $84,744

Expense Breakdown

Grants Paid $159,703

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $160,778

Other Expenses $3,636

TOTAL EXPENSES $163,339

Year-over-Year Comparison

	2024	2023	Change
Revenue	$84,744	N/A	N/A
Expenses	$163,339	N/A	N/A
Net Income	$-78,595	N/A	N/A

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

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	Role	Reportable Comp	Other Comp	Total
WILLIAM HAGER	PRESIDENT	Officer Director	$0	$0	$0
HUGH R EDWARDS	VICE PRESIDENT	Officer Director	$0	$0	$0
AMY H HAGER	SECRETARY	Officer Director	$0	$0	$0
VICTORIA SCHAFER	TREASURER	Officer Director	$0	$0	$0
SEAN GREGG	BOARD MEMBER	Director	$0	$0	$0
EMMET AYLOR	BOARD MEMBER	Director	$0	$0	$0
DWAYNE SATTERFIELD	BOARD MEMBER	Director	$0	$0	$0
ANTONIO A SAMRA	BOARD MEMBER	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
2024	$84,744	$163,339	$10,735	$-78,595
2023	$79,963	$123,569	$79,330	$-43,606
2021	$115,180	$65,029	$55,151	$50,151

OCHS ALUMNI AND FRIENDS FOUNDATION INC