ORANGE COUNTY TRIAL LAWYERS CHARIT… - Form 990 Financial Data

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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

2020

Legal Domicile

Principal Officer

MICHELLE WEST

Phone

9496482354

Tax Period

2025-01-01 to 2025-12-31

ORANGE COUNTY TRIAL LAWYERS CHARITIES, founded in 2020, is a small nonprofit in the Human Services sector that reported $148K in total revenue in fiscal year 2025. Revenue decreased 16% compared to the prior year. Expenses of $173K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE PRIMARY PURPOSE OF THE ORANGE COUNTY TRIAL LAWYERS' CHARITIES (OCTLC) IS TO MAKE A POSITIVE DIFFERENCE IN THE QUALITY OF LIFE FOR PEOPLE WITHIN THE GREATER ORANGE COUNTY AREA, FOCUSING ON ISSUES RELATED TO EDUCATION, CHILDREN, SURVIVORS OF ABUSE, PERSONS WITH DISABILITIES, AND HOMELESSNES. OCTLC PROVIDES FINANCIAL SUPPORT AND VOLUNTEER SERVICE TO LOCAL NON-PROFIT ORGANIZATIONS TO REALLY IMPACT THE LOCAL COMMUNITY AND GIVE BACK.

Program Service Accomplishments

Program 1

Expenses: $154,871

OCTLC PROVIDES FINANCIAL SUPPORT AND VOLUNTEER SERVICE TO LOCAL NON-PROFIT ORGANIZATIONS, FOCUSING ON ISSUES RELATED TO EDUCATION, CHILDREN, SURVIVORS OF ABUSE, PERSONS WITH DISABILITIES, AND...

OCTLC PROVIDES FINANCIAL SUPPORT AND VOLUNTEER SERVICE TO LOCAL NON-PROFIT ORGANIZATIONS, FOCUSING ON ISSUES RELATED TO EDUCATION, CHILDREN, SURVIVORS OF ABUSE, PERSONS WITH DISABILITIES, AND HOMELESSNESS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $191,463

Program Service Revenue $0

Investment Income $0

Other Revenue $-43,287

TOTAL REVENUE $148,176

Expense Breakdown

Grants Paid $154,871

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $154,871

Other Expenses $18,271

TOTAL EXPENSES $173,142

Year-over-Year Comparison

	2025	2024	Change
Revenue	$148,176	$177,297	-0.2%
Expenses	$173,142	$221,200	-0.2%
Net Income	$-24,966	$-43,903	-0.4%

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

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE M WEST	PRESIDENT	12.00	Officer Director	$0	$0	$0
JONATHAN DWORK	TREASURER	2.00	Officer Director	$0	$0	$0
NEYLEEN ORTIZ-BELAJEV	SECRETARY	2.00	Officer Director	$0	$0	$0
ALLEGRA RINEER	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA CRAIG	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
KIM VALENTINE	DIRECTOR	2.00	Director	$0	$0	$0
LAKSHMI ODERA	DIRECTOR	2.00	Director	$0	$0	$0
PUNEET TOOR	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN KELLEY	DIRECTOR	12.00	Director	$0	$0	$0
WHIT BERTCH	DIRECTOR	2.00	Director	$0	$0	$0
SHAUN PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
DARREN CAMPBELL	DIRECTOR	2.00	Director	$0	$0	$0
AARON HICKS	DIRECTOR	2.00	Director	$0	$0	$0
ATTICUS WEGMAN	DIRECTOR (UNTIL 02/19/25)	1.00	Director	$0	$0	$0
GERALDINE LY	DIRECTOR (UNTIL 07/16/25)	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	$148,176	$173,142	$37,708	$-24,966
2024	No data	No data	No data	No data
2023	$133,357	$174,004	$107,595	$-40,647
2021	$200,027	$39,333	$160,694	$160,694

ORANGE COUNTY TRIAL LAWYERS CHARITIES