ORCAS ISLAND FOUNDATION (EIN 916076839) - 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

1927

Legal Domicile

Phone

3603764526

Tax Period

2024-01-01 to 2024-12-31

ORCAS ISLAND FOUNDATION, founded in 1927, is a small nonprofit in the Religion sector that reported $428K in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 23% operating margin.

Mission

The camp provides educational programs for participants to experience the interconnectedness of all forms of life. All who choose to participate are welcome.

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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 $157,110

Program Service Revenue $240,068

Investment Income $28,206

Other Revenue $2,710

TOTAL REVENUE $428,094

Expense Breakdown

Grants Paid $0

Salaries & Benefits $78,711

Fundraising Expenses $3,592

Program Expenses $281,367

Other Expenses $252,772

TOTAL EXPENSES $331,483

Year-over-Year Comparison

	2024	2023	Change
Revenue	$428,094	$306,128	+0.4%
Expenses	$331,483	$308,820	+0.1%
Net Income	$96,611	$-2,692	-36.9%

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

100

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

$57,480

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alec Grae	General Manager	40	Key Emp Highest	$36,000	$2,980	$38,980
Lanrith Harrison	Facilities Manager	40	Key Emp	$18,200	$300	$18,500
Victoria Fonseca-Bennett	Director	5	Director	$0	$0	$0
Tessa Ormenyi	Vice-Chair	5	Officer Director	$0	$0	$0
Andrie Levey-Bates	Director	5	Director	$0	$0	$0
Marilynne Gardner	Secretary	5	Officer Director	$0	$0	$0
Merry Bullock	Treasurer	5	Officer Director	$0	$0	$0
Lin Bauer	Director	5	Director	$0	$0	$0
Michael Van Gelder	Chair of the Board	5	Officer	$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	$428,094	$331,483	$1,810,578	$96,611
2023	$306,128	$308,820	$1,634,342	$-2,692
2022	$230,505	$389,217	$1,584,880	$-158,712
2021	$209,432	$244,988	$1,847,368	$-35,556
2020	$217,877	$234,212	$1,839,594	$-16,335

ORCAS ISLAND FOUNDATION