FALLBROOK VILLAGE ASSOCIATION (EIN 261126751) - 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

2009

Legal Domicile

Principal Officer

ROY MOOSA

Tax Period

2024-01-01 to 2024-12-31

FALLBROOK VILLAGE ASSOCIATION, founded in 2009, is a small nonprofit in the Community Improvement sector that reported $211K in total revenue in fiscal year 2024. Revenue surged 122% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 61% operating margin.

Mission

TO PROMOTE AND SUPPORT THE ECONOMIC, PHYSICAL AND CULTURAL REVITALIZATION OF THE FALLBROOK AREA.

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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 $186,725

Program Service Revenue $4,215

Investment Income $135

Other Revenue $19,712

TOTAL REVENUE $210,787

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,670

Other Expenses $81,215

TOTAL EXPENSES $81,215

Year-over-Year Comparison

	2024	2023	Change
Revenue	$210,787	$94,919	+1.2%
Expenses	$81,215	$79,350	+0.0%
Net Income	$129,572	$15,569	+7.3%

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

N/A

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
ROY MOOSA	President	2.00	Officer Director	$0	$0	$0
JENNA GRATZ	Treasurer	2.00	Officer Director	$0	$0	$0
CRAIG GRIMM	Vice President	1.00	Officer Director	$0	$0	$0
JERRI PATCHETT	Secretary	1.00	Officer Director	$0	$0	$0
MANNY GRATZ	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKIE HEYNEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LUISA CANO	BOARD MEMBER	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
2024	$210,787	$81,215	$633,772	$129,572
2023	$94,919	$79,350	$504,200	$15,569
2019	$102,790	$127,254	$510,357	$-24,464
2018	$269,357	$104,852	$534,820	$164,505

FALLBROOK VILLAGE ASSOCIATION