OC Action (EIN 881009568) - Form 990 Financial Analysis & Trantor Score

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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

2022

Legal Domicile

Principal Officer

Jonathan Paik

Tax Period

2023-01-01 to 2023-12-31

OC Action, founded in 2022, is a community nonprofit in the Civil Rights & Advocacy sector that reported $2.3M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $2.8M exceeded revenue, resulting in a 21% operating deficit.

Mission

Advocate for and the adoption of progressive legislation and policies with the organizations mission to promote social, racial and economic justice

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,298,184

Program Service Revenue $0

Investment Income $0

Other Revenue $22,756

TOTAL REVENUE $2,320,940

Expense Breakdown

Grants Paid $540,962

Salaries & Benefits $816,414

Fundraising Expenses $23,585

Program Expenses $2,439,060

Other Expenses $1,432,717

TOTAL EXPENSES $2,798,292

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,320,940	$2,448,362	-0.1%
Expenses	$2,798,292	$2,267,374	+0.2%
Net Income	$-477,352	$180,988	-3.6%

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

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

$111,660

Total Directors

$111,660

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jonathan Paik	Executive Director	40.00	Officer Director	$104,000	$7,660	$111,660
Ben Malley	Treasurer	1.00	Officer Director	$0	$0	$0
Aparna Shah	Secretary	1.00	Officer Director	$0	$0	$0
Jacqueline Grimsley	President	1.00	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
2024	No data	No data	No data	No data
2023	$2,320,940	$2,798,292	$806,159	$-477,352
2022	$2,448,362	$1,487,663	$1,267,902	$960,699

OC Action