Orinda Community Foundation Inc

EIN: 272134212 501(c)(3) Community Improvement

Orinda, CA

Total Revenue
$81,970
Total Expenses
$81,471
Total Assets
$2,121,556
Net Assets
$2,111,556
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
CA
Principal Officer
Richard Westin
Phone
9252540800
Tax Period
2023-01-01 to 2023-12-31

Orinda Community Foundation Inc, founded in 2010, is a micro nonprofit in the Community Improvement sector that reported $82K in total revenue in fiscal year 2023. Revenue fell 95% from the prior year — a significant decline worth monitoring. Net assets of $2.1M represent 309 months of operating reserves.

Mission

THE ORINDA COMMUNITY FOUNDATION IS ORGANIZED FOR THE PRINCIPAL PURPOSE OF SUPPORTING COMMUNITY EVENTS, PROGRAMS, PROJECTS, VISUAL AND PERFOMING ARTS, AND COMMUNITY RELATED PARTNERSHIPS IN ORINDA. THE FOUNDATION SERVES TO FACILITATE AND DEVELOP PHILANTHROPY, ENGAGE IN GRANT MAKING, AND TO TAKE OTHER ACTIONS FOR THE BENEFIT OF THE ORINDA COMMUNITY NOT INCONSISTENT WITH STATED PURPOSE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $71,764
Program Service Revenue $0
Investment Income $25
Other Revenue $10,181
TOTAL REVENUE $81,970

Expense Breakdown

Grants Paid $52,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $78,747
Other Expenses $29,471
TOTAL EXPENSES $81,471

Year-over-Year Comparison

2023 2022 Change
Revenue $81,970 $1,690,506 -1.0%
Expenses $81,471 $93,631 -0.1%
Net Income $499 $1,596,875 -1.0%
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

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
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
5
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICHARD WESTIN PRESIDENT 2.00
Officer Director
$0 $0 $0
JIM KEEFE CO-VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
VINCE DELL'AQUILA VICE PRESIDENT CORRESPONDENCE 2.00
Officer Director
$0 $0 $0
ANNETTE LINNEY TREASURER 2.00
Officer Director
$0 $0 $0
PERRY SHUSTACK SECRETARY 2.00
Officer Director
$0 $0 $0
GENE GOTTFRIED BOARD MEMBER 2.00
Director
$0 $0 $0
TINA ZWAHLEN BOARD MEMBER 2.00
Director
$0 $0 $0
LARRY BERGER BOARD MEMBER 2.00
Director
$0 $0 $0
JOCELYN BENNION BOARD MEMBER 2.00
Director
$0 $0 $0
CHRISTINA LINEZO BOARD MEMBER 2.00
Director
$0 $0 $0
SUE SEVERSON BOARD MEMBER 2.00
Director
$0 $0 $0
CARLOS BALTODANO BOARD MEMBER 2.00
Director
$0 $0 $0
NATALIE FAY BOARD MEMBER 2.00
Director
$0 $0 $0
SANDY ROADCAP BOARD MEMBER 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
2024 No data No data No data No data
2023 $81,970 $81,471 $2,121,556 $499
2022 $1,690,506 $93,631 $2,001,589 $1,596,875
2021 $110,554 $60,045 $485,692 $50,509
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