OCEAN VIEW FOUNDATION DBA OCEAN VIEW PLAZA

EIN: 941665936 501(c)(3)

HALF MOON BAY, CA

Total Revenue
$1,535,513
Total Expenses
$1,396,964
Total Assets
$8,197,609
Net Assets
$358,775
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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
1968
Legal Domicile
CA
Principal Officer
CATHERINE EVANS
Phone
6507264888
Tax Period
2025-01-01 to 2025-12-31

OCEAN VIEW FOUNDATION DBA OCEAN VIEW PLAZA, founded in 1968, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2025. Expenses of $1.4M left a modest 9% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE QUALITY, AFFORDABLE HOUSING FOR LOW-INCOME SENIOR CITIZENS ON A NON-PROFIT BASIS.

Program Service Accomplishments

Program 1
Expenses: $1,159,223 Revenue: $351,917

PROVIDED QUALITY LIVING FOR OVER 50 CITIZENS IN HALF MOON BAY, CA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,182,631
Program Service Revenue $351,917
Investment Income $965
Other Revenue $0
TOTAL REVENUE $1,535,513

Expense Breakdown

Grants Paid $0
Salaries & Benefits $226,008
Fundraising Expenses $0
Program Expenses $1,159,223
Other Expenses $1,170,956
TOTAL EXPENSES $1,396,964

Year-over-Year Comparison

2025 2024 Change
Revenue $1,535,513 $1,481,415 +0.0%
Expenses $1,396,964 $1,299,153 +0.1%
Net Income $138,549 $182,262 -0.2%
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
8
Independent Members
8
Employees
N/A
Volunteers
8

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
6
$464,924
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CATHERINE EVANS Executive Dir. 1.00
Officer
$0 $31,317 $251,803
NANCY AMAYA DEPUTY E.D. 3.00
Officer
$0 $27,668 $213,121
NAOMI PATRIDGE MEMBER 0.13
Director
$0 $0 $0
MICHAEL KIM MEMBER 0.10
Director
$0 $0 $0
MARGARET JENSEN MEMBER 0.03
Director
$0 $0 $0
SANDY COUNCIL Treasurer 0.09
Officer Director
$0 $0 $0
J ANTHONY VILLANUEVA Vice President 0.15
Officer Director
$0 $0 $0
SUE WINKS President 0.12
Officer Director
$0 $0 $0
BERNADETTE MELLOTT Secretary 0.07
Officer Director
$0 $0 $0
MARTIN SIMENC MEMBER 0.08
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 $1,535,513 $1,396,964 $8,197,609 $138,549
2024 $1,481,415 $1,299,153 $8,512,549 $182,262
2023 $1,457,282 $1,321,228 $8,749,091 $136,054
2022 $1,412,276 $1,270,983 $8,865,948 $141,293
2021 $1,379,588 $1,204,833 $8,971,988 $174,755
2020 $1,061,719 $1,141,065 $8,890,007 $-79,346
2019 $936,293 $1,128,017 $9,117,799 $-191,724
2018 $931,675 $1,053,519 $9,474,838 $-121,844
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