Orange County Chapter of the Risk and Insurance Management Society Inc
Nonprofit profile at a glance
- EIN
- 330792881
- IRS 990-EZ coverage
- 2019–2019
- Forms available
- Form 990-EZ 2019
- Location
- Tustin, CA, USA
- Phone
- 9494002700
- Rating
- 38
- Verdict
- REVIEW
- Rating confidence
- Limited
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $42,272
- Expenses
- $46,023
- Assets
- $82,344
Source: IRS Form 990-EZ. Selected filing: tax year 2019. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- DIANA RICH (President)
- JENNIFER MAURITZEN (Vice President)
- STEVE TOMEO (Vice President)
People named in this filing
- DIANA RICH (President)
- JENNIFER MAURITZEN (Vice President)
- STEVE TOMEO (Vice President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2019. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To promote the discipline of risk management
What it reported doing in 2019
To promote the disciplione of risk management
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 7
- Transparency & Controls: 82
- Sustainability: 40
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 10.6%; rating input score 11
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -8.9%; rating input score 32; 32nd percentile among comparable filings
- Total-asset coverage ratio: 1.79; rating input score 61; 61st percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 10.6% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $4K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Financial Efficiency: Mission deployment rate scored 11/100.
- Moderate — Sustainability: Operating margin scored 32/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.