Occidental Arts and Ecology Center

EIN: 680359676 501(c)(3) Environment

Occidental, CA

Total Revenue
$5,955,396
Total Expenses
$4,970,344
Total Assets
$9,587,027
Net Assets
$8,848,944
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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
1995
Legal Domicile
CA
Principal Officer
Dave Henson
Phone
7078741557
Tax Period
2023-01-01 to 2023-12-31

Occidental Arts and Ecology Center, founded in 1995, is a community nonprofit in the Environment sector that reported $6.0M in total revenue in fiscal year 2023. The organization ran a surplus of $985K, a strong 17% operating margin.

Mission

OAEC cultivates ecological literacy and builds the capacity of civicand social movement leaders and organizations to guide their owncommunities to an ecologically regenerative, economically viable, andsocially just future.Inspired by Nature, where diversity is a key indicator of the health ofan ecosystem, we assist place-based communities in reorienting humaneconomy and governance towards the restoration and stewardship ofbiological and cultural diversity. To realize our mission, we invest inprojects and partnerships that address the root causes of theecological, economic, and social crises of our time.

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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 $4,554,716
Program Service Revenue $1,391,263
Investment Income $9,417
Other Revenue $0
TOTAL REVENUE $5,955,396

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,159,557
Fundraising Expenses $354,521
Program Expenses $4,116,345
Other Expenses $1,810,787
TOTAL EXPENSES $4,970,344

Year-over-Year Comparison

2023 2022 Change
Revenue $5,955,396 $6,091,707 0.0%
Expenses $4,970,344 $4,223,369 +0.2%
Net Income $985,052 $1,868,338 -0.5%
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

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Governance

Voting Members
5
Independent Members
5
Employees
66
Volunteers
85

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
2
$225,445
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Dave Henson Executive Dir. 52.00
Officer
$130,810 $0 $130,810
Megan ponder Co-Dir Peak Plasti 40.00
$116,333 $0 $116,333
Stephen wilson Co-Dir Peak Plasti 40.00
$116,333 $0 $116,333
sunny hill Finance Directo 50.00
Officer
$94,635 $0 $94,635
Melissa K Nelson President 0.50
Director
$0 $0 $0
Susan McGovern Secretary 0.50
Director
$0 $0 $0
Lori Maddox Treasurer 0.50
Director
$0 $0 $0
Gopal Dayaneni Director 0.50
Director
$0 $0 $0
Janelle Orsi Director 0.50
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 $5,955,396 $4,970,344 $9,587,027 $985,052
2022 $6,091,707 $4,223,369 $8,610,557 $1,868,338
2021 $2,970,544 $2,702,283 $6,371,747 $268,261
2020 $2,493,111 $1,832,192 $6,067,941 $660,919
2018 $1,815,069 $2,396,229 $5,475,579 $-581,160
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