ORANGE COUNTY ASSOCIATION FOR MENTAL HEALTH (EIN 952036972) - 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

1955

Legal Domicile

Principal Officer

JEFFREY A THRASH

Phone

7145477559

Tax Period

2024-07-01 to 2025-06-30

ORANGE COUNTY ASSOCIATION FOR MENTAL HEALTH, founded in 1955, is a community nonprofit in the Unknown sector that reported $8.4M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

IMPROVE QUALITY OF LIFE OF OC RESIDENTS IMPACTED BY MENTAL ILLNESS THROUGH DIRECT SERVICES, ADVOCACY, EDUCATION & INFORMATION DISSEMINATION. PROGRAMS FOLLOW PSYCHOSOCIAL REHABILITATION, WELLNESS, & RECOVERY MODEL WHICH BUILDS UPON CLIENT STRENGTHS & ENCOURAGES CLIENT CHOICES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $8,236,186

Program Service Revenue $130,169

Investment Income $9

Other Revenue $5,782

TOTAL REVENUE $8,372,146

Expense Breakdown

Grants Paid $50,696

Salaries & Benefits $5,167,250

Fundraising Expenses $64,038

Program Expenses $7,478,905

Other Expenses $3,189,426

TOTAL EXPENSES $8,407,372

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,372,146	$8,959,270	-0.1%
Expenses	$8,407,372	$8,856,135	-0.1%
Net Income	$-35,226	$103,135	-1.3%

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

402

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

$348,756

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALYSHA LOUMAKIS-CALDERON	PRESIDENT	3.00	Officer Director	$0	$0	$0
KELLE SIMONIAN	VP DEVELOPMENT	3.00	Officer Director	$0	$0	$0
ROSEMARY NIELSEN	VP PROGRAMS AND ADVOCACY	3.00	Officer Director	$0	$0	$0
MARGARET RILEY	VP GOVERNANCE	3.00	Officer Director	$0	$0	$0
SHERRI NUSSBAUM	TREASURER	3.00	Officer Director	$0	$0	$0
ROSEFRIDA SOEUR	SECRETARY	3.00	Officer Director	$0	$0	$0
ANDREW NGUYEN	IMMEDIATE PAST PRESIDENT	3.00	Director	$0	$0	$0
AMY ROGAN-MEHTA	DIRECTOR	1.00	Director	$0	$0	$0
ERIC NUSSBAUM	DIRECTOR	1.00	Director	$0	$0	$0
WADE SLOME	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT DONAHUE	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY A THRASH	CEO	40.00	Officer	$180,866	$12,650	$193,516
TRISHA MCDANIEL	CFO	40.00	Officer	$150,723	$4,517	$155,240
SHERRI ABBASSI	DIRECTOR OF CLINICAL OPERA	40.00	Highest	$115,032	$8,613	$123,645
PARISA MEHRINFAR	REGIONAL CLINICAL DIRECTOR	40.00	Highest	$114,583	$10,482	$125,065

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	$8,372,146	$8,407,372	$3,923,382	$-35,226
2024	No data	No data	No data	No data
2023	$7,634,999	$7,708,770	$3,798,981	$-73,771
2022	$6,980,249	$6,958,399	$1,529,689	$21,850
2021	$7,296,591	$7,341,258	$1,552,320	$-44,667
2020	$8,355,213	$8,327,655	$1,564,629	$27,558
2019	$8,442,150	$8,383,368	$1,738,095	$58,782
2018	$7,731,866	$7,703,732	$1,658,337	$28,134

ORANGE COUNTY ASSOCIATION FOR MENTAL HEALTH