Orange County Current Affairs Forum EIN 33-0431017 Form 990 (PDF) Claim this org

Orange County Current Affairs Forum

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Hosts discussions on global issues impacting Orange County, uniting diverse leaders for informed dialogue. For fiscal year 2024 it reported $209K in revenue, $262K in expenses, and $50K in net assets.Pt I

Type
Public charity (501(c)(3)) · Arts & Culture
Location
Orange, CA
Website
www.ocforum.org
Filings
6 on file (2018–2024)
Revenue
$209KFY2024
Expenses
$262K
Net assets
$50K
People
28
Filings
6
Updates
0
More identity details & actions ⌄
EIN  33-0431017 Public charity (501(c)(3)) Orange, CA
Form 990 (PDF)
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Size
$100K–1M
What they do
Hosts discussions on global issues impacting Orange County, uniting diverse leaders for informed dialogue.
Leadership
Janice Bachmann · President
Money in and out
$209K revenue, $262K expenses
Bottom line
77% program efficiency
Where the money goes · FY2024
Total revenue
$209K
Pt VIII · Ln 12
Total expenses
$262K
Pt IX · Ln 25
Net assets
$50K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$53K
Where spending went · Part IX cols B–D
Program services $0.77 Management & general $0.23
Program efficiency
77%
of spending reaches programs▼ -12% vs prior filing year
Operating runway
3.1mo
months of highly liquid reserves at operating expense rate▼ -52% vs prior filing year
Surplus margin
-25%
revenue over expenses, this year▼ -1401% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$209K
FY2024▼ -3%
Expenses
$262K
FY2024▲ +19%
Total assets
$90K
FY2024▼ -26%
Total liabilities
$40K
FY2024▲ +114%
Total revenue
$209K
Pt VIII · Ln 12
Total expenses
$262K
Pt IX · Ln 25
Net assets
$50K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$53K
Total assetsPt X · Ln 16$90K
Program-expense ratioPt IX · col B77%
Voting members of governing bodyPt I · Ln 327
Independent voting membersPt I · Ln 427
Mission & Programs · Part III

Where the work happens

1 program service account for $201K of program spending, described in the organization's own filed words · FY2024.
01

Hosted ten 10 in-person and virtual public affairs forums with industry & community leaders to discuss critical issues affecting orange county and increased our audience reach by ten percent across all digital platforms 10.

$201Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item COrange County Current Affairs Forum
EINHdr · item D33-0431017
Principal addressHdr · item COrange, CA
WebsiteHdr · item Jwww.ocforum.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFArts & Culture (A99Z)
Ruling yearIRS BMFJun 1995

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a27
Independent voting membersPt VI · Ln 1b27
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
See Orange County Current Affairs Forum executive salaries →

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Statement of Revenue

Part VIII
Contributions & grants$106K · 51%
Program service revenue$103K · 49%
Contributions & grants51%$106K
Program service revenue49%$103K
Investment income$27
Total revenueLn 12$209K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.77 Management & general $0.23
Program services77%$201K
Management & general23%$61K
Total functional expensesLn 25$262K

Balance Sheet

Part X · end of year
CashLn 1$67K
Total assetsLn 16$90K
Total liabilitiesLn 26$40K
Total net assetsLn 32$50K
Months of cash on handcomputed3.1

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $67K · Operating expenses/yr $262K
3.1 months
Where the money goes
Program services
Program services $201K · Total expenses $262K
77%
Management & General
Management & general $61K · Total expenses $262K
23%
Fundraising
Fundraising $0 · Total expenses $262K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $106K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $106K · Total revenue $209K
51%
Government reliance
Government grants — · Total revenue $209K
Earned-income share
Program service revenue $103K · Total revenue $209K
49%
Investment reliance
Investment income $27 · Total revenue $209K
+0.01%
Program self-sufficiency
Program service revenue $103K · Total expenses $262K
39%
Growth & trend
Revenue growth (YoY)
This year $209K · Prior year $216K
-3%
Revenue CAGR
FY2018 $162K · FY2024 $209K
+4%
Net-asset trend (YoY)
End of year $50K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $209K · Expenses $262K
-25%
Liabilities-to-Assets
Total liabilities — · Total assets $90K
Net-asset ratio
Net assets $50K · Total assets $90K
56%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $90K
0%
People & payroll
Highest Reported Total Compensation
Individual Janice Bachmann · Reported title President · Highest reported compensation $0 · Total expenses $262K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $262K
0%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 77%
Overhead ratio 23%
Fundraising cost ratio 0%
Revenue growth -3%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 5%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$10K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$209K revenue · viewing · ⤓ 990 PDF
FY2023$216K revenue · ⤓ 990 PDF
FY2022$129K revenue · ⤓ 990 PDF
FY2021$157K revenue · ⤓ 990 PDF
FY2020$114K revenue · ⤓ 990 PDF
FY2019not on file
FY2018$162K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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