NEWPORT COAST COMMUNITY ASSOCIATION

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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

1991

Legal Domicile

Principal Officer

GERALD KLEIN

Phone

9494486000

Tax Period

2024-01-01 to 2024-12-31

NEWPORT COAST COMMUNITY ASSOCIATION, founded in 1991, is a community nonprofit in the Housing & Shelter sector that reported $6.8M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $6.1M left a modest 10% surplus.

Mission

MAINTENANCE OF COMMUNITY AREAS ACCESSED BY MEMBERS AND THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $5,566,265 Revenue: $6,227,132

THE MAINTENANCE AND MANAGEMENT OF COMMUNITY AREAS WHICH ARE OPEN TO AND AVAILABLE FOR USE BY APPROXIMATELY 2,400 MEMBERS AND THE PUBLIC.

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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 $6,227,132

Investment Income $444,924

Other Revenue $108,184

TOTAL REVENUE $6,780,240

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,586,705

Other Expenses $6,090,227

TOTAL EXPENSES $6,090,227

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,780,240	$6,222,003	+0.1%
Expenses	$6,090,227	$6,188,458	0.0%
Net Income	$690,013	$33,545	+19.6%

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

N/A

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
AMBER SNIDER	MEMBER-AT-LA	3.00	Director	$0	$0	$0
MICHAEL FAWAZ	SECRETARY	3.00	Officer	$0	$0	$0
GERALD KLEIN	TREASURER	3.00	Officer	$0	$0	$0
JAMES MCGEE	PRESIDENT	3.00	Officer	$0	$0	$0
MICHAEL GERRO TRUSTEE	VICE PRESIDE	3.00	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	$6,780,240	$6,090,227	$10,048,495	$690,013
2023	$6,222,003	$6,188,458	$9,165,188	$33,545
2022	$6,207,679	$6,525,245	$8,711,505	$-317,566
2021	$5,154,309	$5,303,383	$9,045,537	$-149,074
2020	$5,357,011	$6,514,670	$8,474,769	$-1,157,659