OzHse Group Inc
Nonprofit profile at a glance
- EIN
- 934242793
- IRS 990 coverage
- 2025–2025
- Forms available
- Form 990 2025, Form 990-EZ 2024, Form 990-N 2023
- Location
- San Francisco, CA, USA
- Phone
- 6177637236
- Rating
- 67
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Educational Services and Schools - Other
Reported finances
- Revenue
- $415,000
- Expenses
- $371,419
- Assets
- $68,626
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- Ann Pendleton-Julian (President)
People named in this filing
- Ann Pendleton-Julian (President)
- Victor Bilgen (Treasurer)
- Capri LaRocca (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The OzHse Group is an interdisciplinary action-focused think tank at the center of a network of partners in academia, industry, and government who share a commitment to solving existing and anticipated problems generated by a dynamic, multifaceted, and technology-driven world.
What it reported doing in 2025
The Forensic Framework & Digital Platform - (Core Infrastructure) The forensic framework represents the organizations central methodological investment focused on the analysis and interrogation of complex entangled problems. Initial work began in summer 2024 with conceptual design rather than implementation, with the goal of creating a reusable analytical framework applicable across domains and scales. Following receipt of IRS nonprofit status and seed funding in late 2024, the organization moved into active development. In 2025, the framework was expanded into a generalizable digital platform, bringing together the research team and a dedicated software development team. Development has been funded through seed resources and represents the organizations largest expenditure to date. This investment was made deliberately, with the understanding that the platform would serve as shared infrastructure across projects, a foundation for partnerships, and a gateway to future external funding. The platform continues to advance, with collaborators actively using it to test assumptions, populate content, and provide iterative feedback. It is now positioned as a core asset around which future work can coalesce. It is currently being used for the McKees Rocks project as well.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 82
- Transparency & Controls: 92
- Accountability: 6
- Sustainability: 47
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 88.6%; rating input score 89
- Program expense ratio: 99%; rating input score 99
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 0%; rating input score 0; 8th percentile among comparable filings
- Governance controls: 1 of 7 controls in place; rating input score 14
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Fail
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 10.5%; rating input score 57; 57th percentile among comparable filings
- Total-asset coverage ratio: 0.18; rating input score 11; 11th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 121.8% per year; rating input score 100; 100th percentile among comparable filings
- Asset growth: 93.1% per year; rating input score 100; 99th percentile among comparable filings
Details
- Where the money goes: 88.6% of revenue deployed · 99% of spending went to programs
- Governance: 0 of 3 board members independent · 1 of 7 filing controls reported
- Programs: 3 filed program accomplishments · $368K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 15 of 15 current checks pass
- Schedules: 3 filed schedules · includes major donors
- 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.
- High — Accountability: Independent voting board scored 0/100.
- High — Accountability: Governance controls: 5 of 6 not reported.
- High — Sustainability: Total-asset coverage ratio scored 11/100.
- Review — Sustainability: Operating margin scored 57/100.