CARMEL MOUNTAIN RANCH RESIDENTIAL COMMUNITY ASSOCIATION (EIN 330144715) - 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

1985

Legal Domicile

Principal Officer

GARY BRIZARD

Phone

8584950900

Tax Period

2024-01-01 to 2024-12-31

CARMEL MOUNTAIN RANCH RESIDENTIAL COMMUNITY ASSOCIATION, founded in 1985, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2024.

Mission

THE ENHANCEMENT OF THE COMMUNITY'S VALUES BY PROVIDING FOR THE HEALTH, WELFARE, BENEFIT AND SAFETY OF THE COMMUNITY.

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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 $2,446,147

Investment Income $165,790

Other Revenue $0

TOTAL REVENUE $2,611,937

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,329,248

Other Expenses $2,667,050

TOTAL EXPENSES $2,667,050

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,611,937	$2,433,024	+0.1%
Expenses	$2,667,050	$2,199,744	+0.2%
Net Income	$-55,113	$233,280	-1.2%

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

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
OMID ARJOMAND	MEMBER AT LA	2.00	Director	$0	$0	$0
GARY BRIZARD	PRESIDENT	2.00	Officer	$0	$0	$0
PATRICK YEPES	VICE PRESIDE	2.00	Officer	$0	$0	$0
ANTHONY LYSEK	TREASURER	2.00	Officer	$0	$0	$0
DAWN NOWLIN	SECRETARY	2.00	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
2024	$2,611,937	$2,667,050	$4,001,345	$-55,113
2023	$2,433,024	$2,199,744	$3,742,642	$233,280
2022	$2,691,012	$2,518,587	$3,176,562	$172,425
2021	$2,340,728	$2,373,519	$3,122,286	$-32,791
2020	$2,283,906	$2,328,010	$3,069,062	$-44,104
2019	$2,225,984	$2,150,834	$3,020,636	$75,150
2018	$2,316,558	$2,148,843	$2,840,776	$167,715

CARMEL MOUNTAIN RANCH RESIDENTIAL COMMUNITY ASSOCIATION