ORANGE COUNTY TAXPAYERS ASSOCIATION

EIN: 943005786

ORANGE, CA

Total Revenue
$239,259
Total Expenses
$221,681
Total Assets
$220,086
Net Assets
$217,136
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
CA
Phone
9492155539
Tax Period
2023-01-01 to 2023-12-31

ORANGE COUNTY TAXPAYERS ASSOCIATION, founded in 1986, is a small nonprofit that reported $239K in total revenue in fiscal year 2023. Expenses of $222K left a modest 7% surplus.

Mission

PROMOTE SOCIAL WELFARE

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $157,695
Program Service Revenue $40,892
Investment Income $78
Other Revenue $40,594
TOTAL REVENUE $239,259

Expense Breakdown

Grants Paid $0
Salaries & Benefits $134,634
Fundraising Expenses $0
Program Expenses $149,625
Other Expenses $87,047
TOTAL EXPENSES $221,681

Year-over-Year Comparison

2023 2022 Change
Revenue $239,259 N/A N/A
Expenses $221,681 N/A N/A
Net Income $17,578 N/A N/A
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

Sign In

Governance

Voting Members
5
Independent Members
5
Employees
1
Volunteers
30

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
5
$128,150
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SARA CATALAN President & CEO 40.00
Officer
$128,150 $0 $128,150
ADAM WOOD Chairman 0.00
Officer
$0 $0 $0
ALCIA BERHOW VICE CHAIR 0.00
Officer
$0 $0 $0
STEVE LAMOTTE Treasurer 0.00
Officer
$0 $0 $0
MIKE BALSAMO Secretary 0.00
Officer
$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
2023 $239,259 $221,681 $220,086 $17,578
2019 $296,772 $215,656 $249,083 $81,116
2018 $197,237 $199,497 $167,967 $-2,260
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare ORANGE COUNTY TAXPAYERS ASSOCIATION with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.