Dogwood Village Foundation

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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

2005

Legal Domicile

Principal Officer

Sam Kessler

Phone

5406722611

Tax Period

2022-07-01 to 2023-06-30

Dogwood Village Foundation, founded in 2005, is a small nonprofit in the Housing & Shelter sector that reported $505K in total revenue in fiscal year 2022. Revenue fell 68% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $397K, a strong 79% operating margin.

Mission

To raise, receive, invest, manage and disburse funds to constantly improve the state of excellence of health care facilities operated by the Health Center Commission of Orange County and assisted living facilities operated by Dogwood Village of Orange County Senior Living, Inc.

Program Service Accomplishments

Program 1

Expenses: $35,646

Cash and non-cash assistance to the entities supported by the Foundation.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,200

Program Service Revenue $0

Investment Income $503,749

Other Revenue $0

TOTAL REVENUE $504,949

Expense Breakdown

Grants Paid $35,646

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,646

Other Expenses $72,515

TOTAL EXPENSES $108,161

Year-over-Year Comparison

	2022	2021	Change
Revenue	$504,949	$1,592,664	-0.7%
Expenses	$108,161	$123,951	-0.1%
Net Income	$396,788	$1,468,713	-0.7%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lee Frame	Chairman	1.00	Officer Director	$0	$0	$0
Philip G Frazer	Vice Chair	1.00	Officer Director	$0	$0	$0
James K White	Director	1.00	Director	$0	$0	$0
Deanne Marshall	Director	1.00	Director	$0	$0	$0
Sam Kessler	Director	1.00	Director	$0	$0	$0
Brenda Hutchinson	Secretary	1.00	Officer	$0	$0	$0
Loretta Clements	Treasurer	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$504,949	$108,161	$20,487,200	$396,788
2022	$1,592,664	$123,951	$19,757,922	$1,468,713
2021	$909,030	$251,131	$20,026,174	$657,899
2020	$672,504	$65,137	$17,598,525	$607,367
2019	$593,817	$129,672	$12,896,930	$464,145