RESIDENTS ASSOC OF CARLSBAD BY THE SEA (EIN 273637559) - 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

2015

Legal Domicile

Principal Officer

GERRY ANDERSON

Phone

7604352411

Tax Period

2025-01-01 to 2025-12-31

RESIDENTS ASSOC OF CARLSBAD BY THE SEA, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $286K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $247K left a modest 14% surplus.

Mission

MISSION IS TO PROVIDE RESIDENTS THE SUPPORT AND SERVICES ESSENTIAL FOR MAKING THEIR LIVES IN THE COMMUNITY SAFE, COMFORTABLE, ENRICHED, AND MEANINGFUL AND TO PROVIDE FINANCIAL ASSISTANCE AND EDUCATIONAL GRANTS TO THOSE WHO SERVE THE AGED.

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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 (2025)

Revenue Breakdown

Contributions & Grants $278,243

Program Service Revenue $0

Investment Income $7,628

Other Revenue $0

TOTAL REVENUE $285,871

Expense Breakdown

Grants Paid $222,270

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $239,442

Other Expenses $24,389

TOTAL EXPENSES $246,659

Year-over-Year Comparison

	2025	2024	Change
Revenue	$285,871	$259,628	+0.1%
Expenses	$246,659	$263,497	-0.1%
Net Income	$39,212	$-3,869	-11.1%

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

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

100

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
GERRY ANDERSON	PRESIDENT	6.00	Officer Director	$0	$0	$0
DAVE KRETZMANN	VICE PRESIDENT	6.00	Officer Director	$0	$0	$0
PENNY HELD	SECRETARY	6.00	Officer Director	$0	$0	$0
GREG NESBITT	TREASURER	6.00	Officer Director	$0	$0	$0
DIANA CLARK	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
ED KOCH	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
ARTHUR LIGGINS	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
LORETTA ARONS	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
MAUREEN NEWELL	DIRECTOR AT LARGE	2.00	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
2025	$285,871	$246,659	$243,594	$39,212
2024	$259,628	$263,497	$204,413	$-3,869
2023	$262,301	$253,484	$208,435	$8,817
2022	$215,384	$213,586	$199,550	$1,798
2021	$222,428	$221,283	$197,822	$1,145
2019	$197,609	$205,501	$212,759	$-7,892
2018	$204,123	$189,355	$220,654	$14,768

RESIDENTS ASSOC OF CARLSBAD BY THE SEA