FORSTER RANCH MASTER ASSOCIATION I (EIN 330239012) - 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

1984

Legal Domicile

Principal Officer

KELLY LOCKETT

Phone

9496729080

Tax Period

2024-05-01 to 2025-04-30

FORSTER RANCH MASTER ASSOCIATION I, founded in 1984, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2024. Revenue surged 112% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE AND PRESERVE FOR THE USE AND ENJOYMENT OF THE COMMUNITY, CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS BY PROVIDING FOR THE PRESERVATION OF THE ARCHITECTURE AND APPEARANCE OF THE COMMUNITY BY OWNING, OPERATING AND MAINTAINING THE PROPERTIES FOR USE OF ALL.

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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 $2,865,966

Investment Income $128,468

Other Revenue $0

TOTAL REVENUE $2,994,434

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,859,675

Other Expenses $2,941,264

TOTAL EXPENSES $2,941,264

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,994,434	$1,414,116	+1.1%
Expenses	$2,941,264	$1,699,538	+0.7%
Net Income	$53,170	$-285,422	-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
JENNIFER ELLINGER	DIRECTOR	2.00	Director	$0	$0	$0
TODD HUNTER	DIRECTOR	2.00	Director	$0	$0	$0
ERIC JAMES	DIRECTOR	2.00	Director	$0	$0	$0
KELLY LOCKETT	PRESIDENT	2.00	Officer	$0	$0	$0
ROB HERBES	VICE PRESIDE	2.00	Officer	$0	$0	$0
JOHN CRIPPES	TREASURER	2.00	Officer	$0	$0	$0
HEIDI SPEARE	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
2025	$2,994,434	$2,941,264	$2,577,034	$53,170
2024	$1,414,116	$1,699,538	$3,687,643	$-285,422
2023	$1,319,998	$1,260,965	$3,792,391	$59,033
2022	$1,102,117	$1,023,296	$3,666,630	$78,821
2021	$1,581,302	$1,583,949	$3,294,183	$-2,647
2020	$1,549,908	$1,559,124	$3,479,533	$-9,216
2019	$1,374,636	$1,650,833	$3,754,473	$-276,197

FORSTER RANCH MASTER ASSOCIATION I