ORINDA SENIOR HOUSING FOUNDATION (EIN 823487110) - 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

2017

Legal Domicile

Principal Officer

VICTORIA SMITH

Phone

9256277000

Tax Period

2024-02-01 to 2025-01-31

ORINDA SENIOR HOUSING FOUNDATION, founded in 2017, is a small nonprofit in the Housing & Shelter sector that reported $749K in total revenue in fiscal year 2024. Revenue fell 55% from the prior year — a significant decline worth monitoring.

Mission

PROVIDE AFFORDABLE HOUSING ON A CHARITABLE BASIS AND ENGAGE IN ANY OTHER CHARITABLE ACTIVITY. THE ORGANIZATION WAS FORMED IN NOVEMBER 2017 AND PARTICIPATED IN LAND ACQUISITION NEGOTIATIONS AND ENGAGMENT OF PROFESSIONAL CONSULTANTS FOR PREDEVELOPMENT STUDIES AND REPORTS.

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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 $749,110

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $749,110

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$749,110	$1,648,060	-0.5%
Expenses	N/A	$1,614,994	-1.0%
Net Income	N/A	$33,066	N/A

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

N/A

Volunteers

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
GWEN MCNEILUS	SECRETARY	2.00	Officer Director	$0	$0	$0
VICTORIA SMITH	PRESIDENT	5.00	Officer Director	$0	$0	$0
CHRIS MEAD	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID CRONIN	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE CASSRIEL	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
LESLIE DICKSON	DIRECTOR	1.00	Director	$0	$0	$0
KURT SUNDERBRUCH	DIRECTOR	1.00	Director	$0	$0	$0
BOB WINBIGLER	DIRECTOR	1.00	Director	$0	$0	$0
KITTY GUPTIL	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
2025	$749,110	No data	$3,359,230	No data
2024	$1,648,060	$97,837	$1,787,192	$1,550,223
2023	$278,447	$262,078	$236,969	$16,369
2022	$338,277	$358,537	$220,600	$-20,260
2021	$97,730	$95,666	$231,762	$2,064
2020	$342,595	$112,897	$229,698	$229,698

ORINDA SENIOR HOUSING FOUNDATION