OCC LIVING (EIN 881083199) - Form 990 Financial Analysis & Trantor Score

🔒

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

2018

Legal Domicile

Principal Officer

Jeanette Berry

Phone

4693947653

Tax Period

2024-01-01 to 2024-12-31

OCC LIVING, founded in 2018, is a small nonprofit in the Housing & Shelter sector that reported $204K in total revenue in fiscal year 2024. Revenue surged 949% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 21% operating margin.

Mission

OCC Living serves the community by providing access to essential needs, rental assistance, financial assistance, and financial literacy. Our mission is grounded in servant leadership and humanitarianism.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $203,738

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $203,738

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,540

Fundraising Expenses $0

Program Expenses $74,531

Other Expenses $98,764

TOTAL EXPENSES $160,304

Year-over-Year Comparison

	2024	2023	Change
Revenue	$203,738	$19,414	+9.5%
Expenses	$160,304	$10,050	+15.0%
Net Income	$43,434	$9,364	+3.6%

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

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

$30,900

Total Directors

Key Employees

$30,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeanette Berry	President	40	Officer	$30,900	$0	$30,900
Camilla Bradshaw	Program Director	40	Key Emp	$30,000	$0	$30,000

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	$203,738	$160,304	$31,278	$43,434

OCC LIVING