The Orinda Association

Nonprofit profile at a glance

EIN
946098323
IRS 990 coverage
2012–2024
Forms available
Form 990 2024
Location
Orinda, CA, USA
Phone
9252540800
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community, Neighborhood Development

Reported finances

Revenue
$321,844
Expenses
$336,595
Assets
$298,067
Liabilities
$557

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • KELLY SOPAK (President)
  • ALEX DREXEL (Vice President)

Highest reported compensation

  • CYNTHIA POWELL (Secretary): $17,125 total reported compensation
  • KATHY CORDOVA (Director): $14,400 total reported compensation
  • LISA BURLINI (Treasurer): $12,000 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Earned-program. 66% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 92
  • Accountability: 56
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.9%; rating input score 82
  • Program expense ratio: 77.8%; rating input score 78
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 60%; rating input score 60; 17th percentile among comparable filings
  • Governance controls: 4 of 8 controls in place; rating input score 50
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -4.6%; rating input score 30; 30th percentile among comparable filings
  • Total-asset coverage ratio: 0.89; rating input score 37; 37th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 54; 54th percentile among comparable filings
  • Officer compensation ratio: 12.9%; rating input score 26; 26th percentile among comparable filings

Growth

  • Program expense growth: 1.7% per year; rating input score 100; 38th percentile among comparable filings
  • Revenue growth: 4.3% per year; rating input score 100; 48th percentile among comparable filings
  • Asset growth: 10.4% per year; rating input score 100; 67th percentile among comparable filings

Details

  • Where the money goes: 81.9% of revenue deployed · 77.8% of spending went to programs
  • Governance: 6 of 10 board members independent · 4 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $262K in reported program spending
  • Leadership: top reported pay $17K · 10 people listed
  • Consistency: 26 of 26 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 11 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 3 of 7 not reported.
  • Moderate — Sustainability: Operating margin scored 30/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
  • High — Sustainability: Officer compensation ratio scored 26/100.
  • Review — Sustainability: Liabilities to assets ratio scored 54/100.