ORCUTT AREA SENIORS IN SERVICE INC

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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

1985

Legal Domicile

Principal Officer

LEANNE GREGORY

Phone

8059379750

Tax Period

2023-07-01 to 2024-06-30

ORCUTT AREA SENIORS IN SERVICE INC, founded in 1985, is a small nonprofit in the Human Services sector that reported $574K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $521K left a modest 9% surplus.

Mission

OASIS IS A LOCAL VOLUNTEER-DRIVEN, MEMBERSHIP ORIENTED ORGANIZATION FOUNDED BY LOCAL SENIORS TO SERVE OTHER SENIORS IN NORTHERN SANTA BARBARA COUNTY. OASIS HAS BECOME A REFUGE AND A RELIEF, INDEED, A SWEET BLESSING FOR THOUSANDS OF LOCAL SENIORS THROUGHOUT OUR COMMUNITY WHO CONSIDER OASIS THEIR HOME AWAY FROM HOME.

Program Service Accomplishments

Program 1

Expenses: $361,580 Revenue: $52,860

PROVIDE EDUCATION, RECREATION, AND SOCIAL ACTIVITIES FOR SENIORS IN THE ORCUTT AREA. FOR 2022/2023 100+ VOLUNTEERS PROVIDED OVER 8,000 HOURS OF SERVICE, CONNECTING OLDER ADULTS TO VITAL COMMUNITY...

PROVIDE EDUCATION, RECREATION, AND SOCIAL ACTIVITIES FOR SENIORS IN THE ORCUTT AREA. FOR 2022/2023 100+ VOLUNTEERS PROVIDED OVER 8,000 HOURS OF SERVICE, CONNECTING OLDER ADULTS TO VITAL COMMUNITY SERVICES. IN ADDITION, OVER 4,000 INDIVIDUALS MADE USE OF THE SENIOR CENTER FOR THEIR CLUB/SOCIAL MEETINGS AND OTHER COMMUNITY-SPONSORED ACTIVITIES.

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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 $521,162

Program Service Revenue $51,844

Investment Income $1,016

Other Revenue $0

TOTAL REVENUE $574,022

Expense Breakdown

Grants Paid $0

Salaries & Benefits $232,527

Fundraising Expenses $97,131

Program Expenses $361,580

Other Expenses $288,159

TOTAL EXPENSES $520,686

Year-over-Year Comparison

	2023	2022	Change
Revenue	$574,022	$931,078	-0.4%
Expenses	$520,686	$515,113	+0.0%
Net Income	$53,336	$415,965	-0.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETE NEWMAN	DIRECTOR	6.00	Director	$0	$0	$0
BARBARA LUIS	DIRECTOR	6.00	Director	$0	$0	$0
KATHERINE SULLIVAN	SECRETARY	6.00	Officer Director	$0	$0	$0
TREVOR LAURIDSEN	PRESIDENT	6.00	Officer Director	$0	$0	$0
FRED CARBONE	VICE PRESIDENT	6.00	Officer Director	$0	$0	$0
PAUL KLOCK	DIRECTOR	6.00	Director	$0	$0	$0
MARK MATSON	DIRECTOR	6.00	Director	$0	$0	$0
SHILOH FLAGG	DIRECTOR	6.00	Director	$0	$0	$0
JAN ZILLI	DIRECTOR	6.00	Director	$0	$0	$0
LEANNE GREGORY	TREASURER	6.00	Officer Director	$0	$0	$0
PHOEBE JACKALS	DIRECTOR	6.00	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
2025	No data	No data	No data	No data
2024	$574,022	$520,686	$1,898,067	$53,336
2023	$931,078	$515,113	$1,820,758	$415,965
2022	$454,092	$363,056	$1,398,707	$91,036
2021	$383,921	$324,731	$1,308,802	$59,190
2020	$331,140	$450,522	$1,300,015	$-119,382
2019	$439,217	$427,839	$1,308,454	$11,378
2018	$504,915	$377,341	$1,218,990	$127,574