OCEAN VIEW FOUNDATION DBA OCEAN VIEW PLAZA (EIN 941665936) - 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

1968

Legal Domicile

Principal Officer

CATHERINE EVANS

Phone

6507264888

Tax Period

2024-01-01 to 2024-12-31

OCEAN VIEW FOUNDATION DBA OCEAN VIEW PLAZA, founded in 1968, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Expenses of $1.3M left a modest 12% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE QUALITY, AFFORDABLE HOUSING FOR SENIOR CITIZENS.

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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 $1,126,980

Program Service Revenue $353,421

Investment Income $1,014

Other Revenue $0

TOTAL REVENUE $1,481,415

Expense Breakdown

Grants Paid $0

Salaries & Benefits $185,226

Fundraising Expenses $0

Program Expenses $1,101,527

Other Expenses $1,113,927

TOTAL EXPENSES $1,299,153

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,481,415	$1,457,282	+0.0%
Expenses	$1,299,153	$1,321,228	0.0%
Net Income	$182,262	$136,054	+0.3%

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

$436,247

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE EVANS	Executive Dir.	1.00	Officer	$0	$28,310	$228,341
NANCY AMAYA	DEPUTY E.D.	5.00	Officer	$0	$26,186	$207,906
NAOMI PATRIDGE	MEMBER	0.13	Director	$0	$0	$0
MICHAEL KIM	MEMBER	0.11	Director	$0	$0	$0
SANDY COUNCIL	Treasurer	0.10	Officer Director	$0	$0	$0
TONY VILLANUEVA	Vice President	0.10	Officer Director	$0	$0	$0
SUE WINKS	President	0.13	Officer Director	$0	$0	$0
BERNADETTE MELLOTT	Secretary	0.09	Officer Director	$0	$0	$0
MARTIN SIMENC	MEMBER	0.06	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	$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

OCEAN VIEW FOUNDATION DBA OCEAN VIEW PLAZA