MARINA HILLS PLANNED COMMUNITY ASS… - Form 990 Financial Data

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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

1986

Legal Domicile

Principal Officer

LORETTA PIERCE

Phone

7145089070

Tax Period

2023-01-01 to 2023-12-31

MARINA HILLS PLANNED COMMUNITY ASSOCIATION - C/O OPTIMUM, founded in 1986, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $3.8M left a modest 6% surplus.

Mission

THE SPECIFIC AND PRIMARY PURPOSES OF THE ASSOCIATION ARE TO BRING 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 RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $3,649,246 Revenue: $146,673

THE ASSOCIATION PROVIDES FOR THE PRESERVATION AND MAINTENANCE OF ARCHITECTURE, GREENBELTS, SLOPES, LIGHT FIXTURES, SIGNAGE IN THE PLANNED COMMUNITY IN ORANGE COUNTY, CALIFORNIA. IT REGULARLY, THROUGH ITS MAINTENANCE AND PRESERVATION ACTIVITIES, PROVIDES FOR CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS WHICH PROMOTE THE COMMON GOOD, HEALTH, SAFETY AND GENERAL WELFARE OF THE LOCAL COMMUNITY AND THE PUBLIC AT LARGE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,879,445

Program Service Revenue $42,689

Investment Income $111,078

Other Revenue $0

TOTAL REVENUE $4,033,212

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,649,246

Other Expenses $3,801,770

TOTAL EXPENSES $3,801,770

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,033,212	$3,255,443	+0.2%
Expenses	$3,801,770	$3,352,686	+0.1%
Net Income	$231,442	$-97,243	-3.4%

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
LORETTA PIERCE	PRESIDENT	5.00	Officer Director	$0	$0	$0
CHUCK JOHNSTON	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
TOM SZWAJKOS	SECRETARY	5.00	Officer Director	$0	$0	$0
JEFF TAYLOR	TREASURER	5.00	Officer Director	$0	$0	$0
MINDY FIELD	MEMBER-AT-LARGE	5.00	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	No data	No data	No data	No data
2023	$4,033,212	$3,801,770	$3,769,852	$231,442
2022	$3,255,443	$3,352,686	$3,849,099	$-97,243
2021	$2,767,415	$2,914,544	$4,219,321	$-147,129
2020	$2,974,148	$2,763,827	$4,137,168	$210,321

MARINA HILLS PLANNED COMMUNITY ASSOCIATION - C/O OPTIMUM