330 NORTH BRAND INC C/O UBS REALTY INVESTORS LLC (EIN 200521721) - 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

2003

Legal Domicile

Principal Officer

JEFFREY G MAGUIRE

Phone

8606169000

Tax Period

2024-07-01 to 2025-06-30

330 NORTH BRAND INC C/O UBS REALTY INVESTORS LLC, founded in 2003, is a community nonprofit in the Community Improvement sector that reported $9.8M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $4.3M, a strong 44% operating margin.

Mission

THE ORGANIZATIONS MISSION IS TO ACT AS A REAL PROPERTY TITLE HOLDING COMPANY.

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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 $0

Program Service Revenue $9,028,319

Investment Income $19,600

Other Revenue $755,326

TOTAL REVENUE $9,803,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $5,482,346

TOTAL EXPENSES $5,482,346

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,803,245	$8,584,594	+0.1%
Expenses	$5,482,346	$5,318,477	+0.0%
Net Income	$4,320,899	$3,266,117	+0.3%

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

N/A

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
JEFFREY G MAGUIRE	PRESIDENT/DIRECTOR	0.01	Officer Director	$0	$0	$0
PETER J GILBERTIE	VP/TREASURER/DIRECTOR	0.01	Officer Director	$0	$0	$0
CARL PIERCE	VICE PRESIDENT	0.01	Officer	$0	$0	$0
STEVEN M KAPILOFF	SECRETARY	0.01	Officer	$0	$0	$0
LAURIE C REDDINGTON	TREASURER	0.01	Officer	$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	$9,803,245	$5,482,346	$69,293,922	$4,320,899
2024	$8,584,594	$5,318,477	$79,051,422	$3,266,117
2023	$9,101,517	$5,225,829	$86,223,815	$3,875,688
2022	$9,200,935	$4,685,301	$104,612,430	$4,515,634
2021	$8,295,726	$4,622,953	$104,479,705	$3,672,773
2020	$8,528,579	$4,720,108	$104,272,438	$3,808,471
2019	$7,613,918	$4,543,457	$100,545,644	$3,070,461

330 NORTH BRAND INC C/O UBS REALTY INVESTORS LLC