COMMUNITY FOUNDATION OF ORANGE AND SULLI (EIN 061551843) - 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

1999

Legal Domicile

Principal Officer

CHRISTOPHER CORALLO

Phone

8457699393

Tax Period

2023-07-01 to 2024-06-30

COMMUNITY FOUNDATION OF ORANGE AND SULLI, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.1M in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.1M, a strong 44% operating margin.

Mission

THE FOUNDATION'S MISSION IS TO ENABLE CHARITABLE INDIVIDUALS AND ORGANIZATIONS TO BECOME MEANINGFUL DONORS BY PROVIDING TRUSTED SUPPORT AND EXPERTISE FOR THEIR CONTRIBUTIONS TO MAKE A DIFFERENCE IN OUR COMMUNITY, NOW AND FOREVER.

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,021,888

Program Service Revenue $94,978

Investment Income $3,889,131

Other Revenue $124,223

TOTAL REVENUE $9,130,220

Expense Breakdown

Grants Paid $3,941,382

Salaries & Benefits $499,425

Fundraising Expenses $256,323

Program Expenses $4,559,570

Other Expenses $628,723

TOTAL EXPENSES $5,069,530

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,130,220	$6,058,991	+0.5%
Expenses	$5,069,530	$4,484,504	+0.1%
Net Income	$4,060,690	$1,574,487	+1.6%

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

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

$120,024

Total Directors

$120,024

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH ROWLEY	PRESIDENT AND CEO	40.00	Officer Director	$120,024	$0	$120,024
RICHARD SHAPIRO ESQ	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MAGGIE SMITH	FIRST VICE CHAIR	2.00	Officer Director	$0	$0	$0
BONNIE ORR	SECOND VICE CHAIR	2.00	Officer Director	$0	$0	$0
CHRISTOPHER CORALLO	CHAIR ELECT	2.00	Officer Director	$0	$0	$0
MICHAEL BONURA	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
DAVID APPS	TREASURER	2.00	Officer Director	$0	$0	$0
DAVID MISTRETTA	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
GARY SIEGEL	SECRETARY	2.00	Officer Director	$0	$0	$0
GEORGE KINNE	DIRECTOR	2.00	Director	$0	$0	$0
MOLLY CRIST	DIRECTOR	2.00	Director	$0	$0	$0
JAY ANTHONY	DIRECTOR	2.00	Director	$0	$0	$0
SARITA BHANDARKAR	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM BRATTON	DIRECTOR	2.00	Director	$0	$0	$0
INAUDY GIL	DIRECTOR	2.00	Director	$0	$0	$0
ERIC FUENTES	DIRECTOR	2.00	Director	$0	$0	$0
JONATHAN GATSIK	DIRECTOR	2.00	Director	$0	$0	$0
GERALD N JACOBOWITZ ESQ	DIRECTOR	2.00	Director	$0	$0	$0
KIRSTEN HARLOW-FOSTER	DIRECTOR	2.00	Director	$0	$0	$0
BARRY LEWIS	DIRECTOR	2.00	Director	$0	$0	$0
HONORABLE ROBERT ONOFRY	DIRECTOR	2.00	Director	$0	$0	$0
GERALD SKODA	DIRECTOR	2.00	Director	$0	$0	$0
RJ SMITH	DIRECTOR	2.00	Director	$0	$0	$0
JOSH SOMMERS	DIRECTOR	2.00	Director	$0	$0	$0
MEGHAN TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
DERRIK WYNKOOP	DIRECTOR	2.00	Director	$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	$9,130,220	$5,069,530	$57,645,173	$4,060,690
2023	$6,058,991	$4,484,504	$46,167,035	$1,574,487
2022	$6,673,990	$4,881,435	$41,919,329	$1,792,555
2021	$9,087,558	$4,327,887	$44,723,464	$4,759,671
2020	$5,840,300	$3,585,081	$34,164,070	$2,255,219
2019	$8,033,264	$4,537,335	$31,470,056	$3,495,929
2018	$5,524,795	$2,145,636	$29,079,039	$3,379,159

COMMUNITY FOUNDATION OF ORANGE AND SULLI