MOULTON RANCH III HOMEOWNERS ASSOCIATION (EIN 330363628) - 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

1988

Legal Domicile

Principal Officer

DAN CHOW

Phone

9494500202

Tax Period

2023-01-01 to 2023-12-31

MOULTON RANCH III HOMEOWNERS ASSOCIATION, founded in 1988, is a small nonprofit in the Housing & Shelter sector that reported $852K in total revenue in fiscal year 2023. Expenses of $780K left a modest 8% surplus.

Mission

TO PROVIDE AND PRESERVE FOR THE USE AND ENJOYMENT OF THE COMMUNITY, CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS.

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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 $0

Program Service Revenue $825,465

Investment Income $26,533

Other Revenue $0

TOTAL REVENUE $851,998

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $702,554

Other Expenses $780,244

TOTAL EXPENSES $780,244

Year-over-Year Comparison

	2023	2022	Change
Revenue	$851,998	$829,874	+0.0%
Expenses	$780,244	$831,321	-0.1%
Net Income	$71,754	$-1,447	-50.6%

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
BRIAN RACKOHN	MEMBER-AT-LA	5.00	Director	$0	$0	$0
DAN CHOW	PRESIDENT	5.00	Officer	$0	$0	$0
PATRICIA YOUNG	VICE PRESIDE	5.00	Officer	$0	$0	$0
TONY DABBENE	TREASURER	5.00	Officer	$0	$0	$0
SUSAN LINN	SECRETARY	5.00	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	No data	No data	No data	No data
2023	$851,998	$780,244	$1,236,398	$71,754
2022	$829,874	$831,321	$1,062,225	$-1,447
2021	$861,947	$854,626	$1,096,457	$7,321
2020	$734,627	$682,876	$1,112,310	$51,751
2019	$832,430	$808,772	$1,020,232	$23,658
2018	$843,130	$941,535	$982,486	$-98,405

MOULTON RANCH III HOMEOWNERS ASSOCIATION