Burbank OrchardsInc (EIN 943010544) - 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

1986

Legal Domicile

Principal Officer

Lisa Dawson

Phone

5106326712

Tax Period

2024-12-01 to 2025-11-30

Burbank OrchardsInc, founded in 1986, is a small nonprofit in the Housing & Shelter sector that reported $894K in total revenue in fiscal year 2024. Expenses of $774K left a modest 13% surplus.

Mission

To provide low-income housing to 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 $590,635

Program Service Revenue $302,499

Investment Income $1,009

Other Revenue $216

TOTAL REVENUE $894,359

Expense Breakdown

Grants Paid $0

Salaries & Benefits $172,690

Fundraising Expenses $0

Program Expenses $702,528

Other Expenses $601,340

TOTAL EXPENSES $774,030

Year-over-Year Comparison

	2024	2023	Change
Revenue	$894,359	$848,122	+0.1%
Expenses	$774,030	$762,931	+0.0%
Net Income	$120,329	$85,191	+0.4%

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
Lisa Dawson	President	1.00	Officer Director	$0	$0	$0
Susan Kinder	Secretary/Treas	1.00	Officer Director	$0	$0	$0
Dee Schilling	Vice President	1.00	Officer Director	$0	$0	$0
Charlie Fisher	Director	1.00	Director	$0	$0	$0
Linda Pellascini	Director	1.00	Director	$0	$0	$0
Judy Peterson	Director	1.00	Director	$0	$0	$0
Patty Raney	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	$894,359	$774,030	$1,547,253	$120,329
2024	$848,122	$762,931	$1,566,282	$85,191
2023	$820,693	$754,783	$1,613,143	$65,910
2022	$789,992	$746,849	$1,663,487	$43,143
2021	$761,423	$698,051	$1,735,970	$63,372
2020	$754,832	$629,785	$1,746,399	$125,047
2019	$742,396	$668,167	$1,737,673	$74,229
2018	$741,002	$678,784	$1,793,715	$62,218

Burbank OrchardsInc