THE ORINDA ASSOCIATION

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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

1996

Legal Domicile

Principal Officer

SALLY HOGARTY

Phone

9252540800

Tax Period

2023-01-01 to 2023-12-31

THE ORINDA ASSOCIATION, founded in 1996, is a small nonprofit in the Community Improvement sector that reported $351K in total revenue in fiscal year 2023. Expenses of $315K left a modest 10% surplus.

Mission

THE ORINDA ASSOCIATION IS DEDICATED TO MAINTAINING AND IMPROVING THE QUALITY OF LIFE IN ORINDA, PROMOTING AWARENESS AND ENCOURAGING DIALOGUE AMONG ORINDA RESIDENTS ON ISSUES OF IMPORTANCE TO THE COMMUNITY, AND MOBILIIZING VOLUNTEER EFFORTS TO ENHANCE THE BEAUTY, CHARACTER, AND SECURITY OF ORINDA.

Program Service Accomplishments

Program 1

Expenses: $160,058 Revenue: $178,169

ORINDA NEWS: PUBLICATION OF A MONTHLY NEWSPAPER THAT IS DISTRIBUTED FREE OF CHARGE TO 8800 ORINDA HOUSEHOLDS AND BUSINESSES THAT PROVIDES INFORMATION ABOUT LOCAL ACTIVITIES, EVENTS, BUSINESSES, AND...

Program 2

Expenses: $46,728 Revenue: $40,609

FOURTH OF JULY: ORGANIZATION AND PRESENTATION OF ORINDA'S FOURTH OF JULY PARADE THROUGH THE MAIN STREETS OF ORINDA AND THE CELEBRATION AT THE ORINDA COMMUNITY CENTER. THIS PROVIDES RESIDENTS WITH THE OPPORTUNITY TO COME TOGETHER AS A COMMUNITY TO MARCH IN THE PARADE OR WATCH AS IT GOES BY. POST PARADE GAMES, MUSIC, AND FOOD AVAILABLE IN THE PARK DRAWS 4,000 - 5,000 RESIDENTS.

Program 3

Expenses: $34,061 Revenue: $56,194

SENIORS AROUND TOWN: THE SENIOR RIDE SHARE PROGRAM PROVIDES TRANSPORTATION FOR ORINDA SENIORS WHO ARE NO LONGER ABLE TO DRIVE AND WHO MAY NOT QUALIFY FOR THE COUNTY CONNECTION LINK. TRANSPORTATION IS PROVIDED BY VOLUNTEER ORINDA DRIVERS. THE SAT PROGRAM OFFERS EASE OF USE AT NO COST TO RIDERS, DOOR TO DOOR TRANSPORTATION TO ALL ELIGIBLE ORINDA SENIOR RESIDENTS. ORINDA VOLUNTEER DRIVERS USING THEIR OWN PERSONAL VEHICLES PROVIDE RIDES TO DOCTORS' APPOINTMENTS, ERRANDS, AND SOCIAL EVENTS IN THE LAMORIDA, BERKELEY, AND WALNUT CREEK AREAS, MONDAY THROUGH FRIDAY BETWEEN THE HOURS OF 9AM AND 4PM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $98,874

Program Service Revenue $213,715

Investment Income $3,985

Other Revenue $34,876

TOTAL REVENUE $351,450

Expense Breakdown

Grants Paid $0

Salaries & Benefits $89,173

Fundraising Expenses $0

Program Expenses $240,847

Other Expenses $225,858

TOTAL EXPENSES $315,031

Year-over-Year Comparison

	2023	2022	Change
Revenue	$351,450	$342,737	+0.0%
Expenses	$315,031	$282,857	+0.1%
Net Income	$36,419	$59,880	-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

Volunteers

146

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

$16,002

Total Directors

$43,952

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIA KAY POWELL	Treasurer	5.00	Officer Director	$15,250	$0	$15,250
LISA BURLINI	Director	8.00	Director	$14,550	$0	$14,550
KATHY CORDOVA	Director	1.00	Director	$13,400	$0	$13,400
SALLY HOGARTY	President	8.00	Officer Director	$752	$0	$752
KELLY SOPAK	Vice President	1.00	Officer Director	$0	$0	$0
ELOISE SOTELO	Secretary	1.00	Officer Director	$0	$0	$0
CARLOS BALTODANO	Director	1.00	Director	$0	$0	$0
BARBARA BRAWNER	Director	1.00	Director	$0	$0	$0
JACQUELINE BUETTNER	Director	1.00	Director	$0	$0	$0
ALEX DREXEL	Director	1.00	Director	$0	$0	$0
CHRIS LASZCZ-DAVIS	Director	1.00	Director	$0	$0	$0
GRACE PAIK	Director	1.00	Director	$0	$0	$0
KATE WILEY	Director	8.00	Director	$0	$0	$0
WILLIAM WATERMAN	Director	8.00	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
2024	No data	No data	No data	No data
2023	$351,450	$315,031	$315,208	$36,419
2022	$342,737	$282,857	$279,449	$59,880
2021	$241,628	$236,281	$214,463	$5,347
2020	$265,817	$228,180	$188,456	$37,637
2018	$270,883	$256,497	$134,645	$14,386
2017	$251,824	$214,934	$119,917	$36,890