ORANGEVALE COMMUNITY FOUNDATION (EIN 473548647) - 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

2015

Legal Domicile

Principal Officer

Paul Winther

Phone

9162388868

Tax Period

2023-01-01 to 2023-12-31

ORANGEVALE COMMUNITY FOUNDATION, founded in 2015, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $2.1M left a modest 8% surplus.

Mission

Our mission is to meet practical needs in Orangevale and Fair Oaks by creating opportunities for generosity and selflessness.

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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 $2,238,570

Program Service Revenue $8,630

Investment Income $31,006

Other Revenue $53,240

TOTAL REVENUE $2,331,446

Expense Breakdown

Grants Paid $1,600

Salaries & Benefits $390,253

Fundraising Expenses $18,031

Program Expenses $1,846,349

Other Expenses $1,743,154

TOTAL EXPENSES $2,135,007

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,331,446	$1,795,092	+0.3%
Expenses	$2,135,007	$1,712,070	+0.2%
Net Income	$196,439	$83,022	+1.4%

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

1200

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

$152,431

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joshua Hall	Executive Director	40	Officer	$152,431	$0	$152,431
Brad Squires	President	5	Officer Director	$0	$0	$0
Paul Winther	Treasurer	5	Officer Director	$0	$0	$0
Lisa Montes	Secretary	5	Officer Director	$0	$0	$0
Brenda Epperly	Board Member	5	Director	$0	$0	$0
Jack McGurk	Board Member	5	Director	$0	$0	$0
Jenny Roberts	Board Member	5	Director	$0	$0	$0
Keith Wright	Board Member	5	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	No data	No data	No data	No data
2023	$2,331,446	$2,135,007	$1,850,091	$196,439
2022	$1,795,092	$1,712,070	$1,680,372	$83,022
2021	$1,838,013	$1,514,905	$1,609,775	$323,108
2020	$1,592,371	$1,027,446	$1,388,605	$564,925
2019	$1,112,684	$1,061,832	$362,825	$50,852
2018	$1,330,417	$1,272,395	$305,735	$58,022

ORANGEVALE COMMUNITY FOUNDATION