ORINDA SENIOR VILLAGE 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

1980

Legal Domicile

Principal Officer

VICTORIA SMITH

Phone

9256277000

Tax Period

2024-02-01 to 2025-01-31

ORINDA SENIOR VILLAGE INC, founded in 1980, is a community nonprofit in the Housing & Shelter sector that reported $5.5M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $4.7M left a modest 15% surplus.

Mission

TO PROVIDE RENTAL HOUSING AND RELATED FACILITIES FOR THE ELDERLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS AND WHICH WILL CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.

Program Service Accomplishments

Program 1

Expenses: $4,632,843 Revenue: $782,858

THE CORPORATION WAS ORGANIZED TO OWN AND OPERATE A 150-UNIT APARTMENT COMPLEX FOR LOW-INCOME ELDERLY AND HANDICAPPED PERSONS IN ORINDA, CA UNDER SECTION 202 OF THE NATIONAL HOUSING ACT. THIS PROJECT...

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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 $3,599,611

Program Service Revenue $782,858

Investment Income $1,069,834

Other Revenue $0

TOTAL REVENUE $5,452,303

Expense Breakdown

Grants Paid $735,604

Salaries & Benefits $843,462

Fundraising Expenses $0

Program Expenses $4,632,843

Other Expenses $3,071,762

TOTAL EXPENSES $4,650,828

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,452,303	$4,547,333	+0.2%
Expenses	$4,650,828	$5,582,950	-0.2%
Net Income	$801,475	$-1,035,617	-1.8%

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	1.00	Officer Director	$0	$0	$0
VICTORIA SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID CRONIN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MEAD	TREASURER	1.00	Officer Director	$0	$0	$0
BONNIE CASSRIEL	VICE PRESIDENT	1.00	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	1.00	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	$5,452,303	$4,650,828	$33,953,140	$801,475
2024	$4,547,333	$5,582,950	$33,352,471	$-1,035,617
2023	$4,311,758	$5,050,897	$33,931,591	$-739,139
2022	$4,095,175	$3,195,488	$21,629,819	$899,687
2021	$4,055,697	$2,934,620	$21,725,719	$1,121,077
2020	$4,045,788	$5,851,908	$20,742,299	$-1,806,120