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)

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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.

Program Service Accomplishments

Program 1
Expenses: $4,116,345 Revenue: $1,207,166

OAECs 2023 program accomplishments are mostly expressed through ourmany inter-related programs, projects and partnerships. Arepresentative sample of this program work includes:1. The Resilient...

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OAECs 2023 program accomplishments are mostly expressed through ourmany inter-related programs, projects and partnerships. Arepresentative sample of this program work includes:1. The Resilient Community Design / Permaculture Program,2. The WATER Institute and Beaver Restoration Project,3. The Mother Garden Biodiversity Program,4. The Wildlands Program,5. The Movement Building Retreat Program,6. The Performing Arts Program,7. OAECs partnership with dozens of racial, social, economic,environmental justice organizations and alliances on education,training, advocacy and alliance building campaigns, and8. OAECs Fiscally Sponsored Projects ProgramEach of our programs, projects and partnerships use the same methodsand strategies to achieve our public benefit mission, including:1. We Model Resiliency - OAEC is a resiliency demonstration site,modeling dozens of practical personal and community-scale solutions tocommon challenges in the sustainable management of soil, water, foodproduction, the restoration and preservation of biological and culturaldiversity, and more effective ways to self-govern and manage economy.OAECs programs benefit from our more than twenty five years ofexperience in developing and caring for our own 80-acre site, as wellas supporting hundreds of other land-based projects and organizations.2. We Train Changemakers - The transition to a just and environmentallysustainable economy will only be achieved if more individuals becomeecologically literate "changemakers." OAEC continues to developworkshops and advocacy campaigns that help train, support and inspireindividuals and social movement leaders to apply an ecological lens totheir existing social change work.3. We Help Build the Capacity of Communities to Transform TowardResilience - OAEC strives to achieve a "social change multipliereffect" by training and building the capacity of whole communities tobecome more effective agents of rapid change. We work to fosterecological literacy and to empower diverse communities - schools, localgovernments, public agencies, foundations, environmental and socialjustice organizations, farms and ranches, and policy coalitions - todesign their own place-based strategies to create the just transitiontowards a more regenerative culture and economy.4. We Work to Change the Rules of Governance and Economy - We work tolegalize and require sustainable economy, and to make illegal anddis-incentivize activities that subvert it. Sometimes on our own, butmost often through broader advocacy alliances, we seek to change policyin the arenas of governance in which we are most likely to succeed - acity or county council, school board, water agency, or statelegislature or agency - on issues that are ripe for change and move ustoward a just and sustainable future.

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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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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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