Oakview Inc

EIN: 952078722 501(c)(3) Health Care

Atascadero, CA

Total Revenue
$326,756
Total Expenses
$2,134,570
Total Assets
$1,256,907
Net Assets
$-3,780,843
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
CA
Principal Officer
Christopher Funke
Phone
8054660281
Tax Period
2023-10-01 to 2024-09-30

Oakview Inc, founded in 1957, is a small nonprofit in the Health Care sector that reported $327K in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $2.1M exceeded revenue, resulting in a 553% operating deficit.

Mission

Oakview Village's mission is to offer a total ministry to the senior population on California's central coast by meeting their spiritual, physical, emotional, and social needs. Our goal is to provide an attractive and comfortable living environment, promote spiritual growth, physical well-being, heartfelt satisfaction, social awareness, and a feeling of security. Our aim is to produce an atmosphere of caring and sharing in all activities conducive to self-worth supporting the highest quality of life.

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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 (2023)

Revenue Breakdown

Contributions & Grants $24,649
Program Service Revenue $284,027
Investment Income $392
Other Revenue $17,688
TOTAL REVENUE $326,756

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,019,354
Fundraising Expenses $0
Program Expenses $1,274,876
Other Expenses $1,115,216
TOTAL EXPENSES $2,134,570

Year-over-Year Comparison

2023 2022 Change
Revenue $326,756 $563,616 -0.4%
Expenses $2,134,570 $2,258,573 -0.1%
Net Income $-1,807,814 $-1,694,957 +0.1%
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

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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
6
Employees
18
Volunteers
1

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
5
$300,419
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Gary Taylor Executive Dir. 40.00
Officer
$160,214 $0 $160,214
Christopher Funke CEO 40.00
Officer
$140,205 $0 $140,205
Ted Mort President 2.00
Officer Director
$0 $0 $0
Tim Mort Treasurer 1.00
Officer Director
$0 $0 $0
Julian Strickland Secretary 1.00
Officer Director
$0 $0 $0
Kevin Relyea Trustee 1.00
Director
$0 $0 $0
Scott Bailey Trustee 1.00
Director
$0 $0 $0
Brian Schmidt Trustee 0.00
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 $326,756 $2,134,570 $1,256,907 $-1,807,814
2023 $563,616 $2,258,573 $1,515,110 $-1,694,957
2022 $1,366,807 $3,045,783 $1,864,311 $-1,678,976
2021 $3,060,021 $3,109,406 $3,062,839 $-49,385
2020 $8,487,650 $3,141,179 $3,607,233 $5,346,471
2019 $2,840,927 $3,219,372 $2,033,008 $-378,445
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