Community Foundation of Orange (EIN 330890035) - 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

2000

Legal Domicile

Principal Officer

Jim D'Agostino

Phone

7142889909

Tax Period

2024-01-01 to 2024-12-31

Community Foundation of Orange, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $410K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $387K left a modest 6% surplus.

Mission

To enhance the quality of life in the community of Orange by promoting healthy lifestyles and providing support for community residents.

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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 (2024)

Revenue Breakdown

Contributions & Grants $355,019

Program Service Revenue $0

Investment Income $54,347

Other Revenue $629

TOTAL REVENUE $409,995

Expense Breakdown

Grants Paid $93,890

Salaries & Benefits $93,060

Fundraising Expenses $11,338

Program Expenses $332,988

Other Expenses $200,063

TOTAL EXPENSES $387,013

Year-over-Year Comparison

	2024	2023	Change
Revenue	$409,995	$266,344	+0.5%
Expenses	$387,013	$276,722	+0.4%
Net Income	$22,982	$-10,378	-3.2%

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

250

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

$75,363

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susie Cunningham	Executive Dir.	40.00	Officer	$75,363	$0	$75,363
Jim D'Agostino	President	3.00	Officer Director	$0	$0	$0
Sandra Kosin	Vice President	3.00	Officer Director	$0	$0	$0
Woody Rickerl	Treasurer	3.00	Officer Director	$0	$0	$0
Carolyn Cavecche	Secretary	3.00	Officer Director	$0	$0	$0
Berkenda Cantlo	Director	3.00	Director	$0	$0	$0
Lisa J Blanc	Director	3.00	Director	$0	$0	$0
Matthew Parks	Director	3.00	Director	$0	$0	$0
Pat Buttress	Director	3.00	Director	$0	$0	$0
Bruce Coey	Director	3.00	Director	$0	$0	$0
Sean Chavarria	Director	3.00	Director	$0	$0	$0
Lee Petros	Director	3.00	Director	$0	$0	$0
Jeannie Kim	Director	3.00	Director	$0	$0	$0
Isaiah Leslie	Director	3.00	Director	$0	$0	$0
Mike Pelly	Director	3.00	Director	$0	$0	$0
Gary Remland	Director	3.00	Director	$0	$0	$0
Moira Singer	Director	3.00	Director	$0	$0	$0
Fred Whitaker	Director	3.00	Director	$0	$0	$0
Pattie Cordova	Director	3.00	Director	$0	$0	$0
Doug Willits	Director	3.00	Director	$0	$0	$0
Terri Nour	Director	3.00	Director	$0	$0	$0
Ankit Shah	Director	3.00	Director	$0	$0	$0
Kasondra Gonzalez	Director	3.00	Director	$0	$0	$0
Nathan Tabita	Director	3.00	Director	$0	$0	$0
Cynthia Quimby	Director	3.00	Director	$0	$0	$0
Gregg Wobken	Director	3.00	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	$409,995	$387,013	$1,071,143	$22,982
2023	$266,344	$276,722	$1,026,896	$-10,378
2022	$528,280	$285,968	$1,005,618	$242,312
2021	$301,883	$244,171	$880,962	$57,712
2020	$227,197	$190,521	$783,063	$36,676
2019	$172,777	$196,502	$602,856	$-23,725
2018	$170,439	$228,916	$599,648	$-58,477

Community Foundation of Orange