OCCIDENTAL TEMPLE ASSOCIATION (EIN 910816046) - 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

1964

Legal Domicile

Principal Officer

JOHN HARDY

Phone

2067830241

Tax Period

2025-01-01 to 2025-12-31

OCCIDENTAL TEMPLE ASSOCIATION, founded in 1964, is a small nonprofit that reported $138K in total revenue in fiscal year 2025. Net assets of $768K represent 67 months of operating reserves.

Mission

ADVANCE SOCIAL AND FRATERNAL INTEREST

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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 $0

Program Service Revenue $137,733

Investment Income $0

Other Revenue $0

TOTAL REVENUE $137,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,198

Fundraising Expenses $0

Program Expenses $135,904

Other Expenses $134,706

TOTAL EXPENSES $135,904

Year-over-Year Comparison

	2025	2024	Change
Revenue	$137,733	$143,057	0.0%
Expenses	$135,904	$196,283	-0.3%
Net Income	$1,829	$-53,226	-1.0%

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

$1,198

Total Directors

$1,198

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRETT WOLFE	PRESIDENT	4.00	Officer Director	$0	$0	$0
CAM HARDY	TREASURER	4.00	Officer Director	$1,198	$0	$1,198
RON DUCK	SECRETARY	4.00	Officer Director	$0	$0	$0
EVAN ECKLES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID POWELL	TRUSTEE	11.00	Director	$0	$0	$0
FRANK BURK	TRUSTEE	1.00	Director	$0	$0	$0
JOHN HARDY	TRUSTEE	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	$137,733	$135,904	$777,804	$1,829
2024	No data	No data	No data	No data
2023	$145,796	$139,945	$819,701	$5,851
2022	$138,409	$126,952	$813,850	$11,457
2021	$134,909	$128,448	$802,393	$6,461
2020	$104,309	$101,896	$795,932	$2,413
2019	$129,959	$139,375	$793,519	$-9,416
2018	$111,809	$80,853	$802,935	$30,956

OCCIDENTAL TEMPLE ASSOCIATION