LA COSTA VALLEY MASTER 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

1997

Legal Domicile

Principal Officer

JUSTIE REIMANN

Phone

9498332600

Tax Period

2023-01-01 to 2023-12-31

LA COSTA VALLEY MASTER ASSOCIATION, founded in 1997, is a community nonprofit in the Housing & Shelter sector that reported $2.3M in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum.

Mission

ENHANCEMENT OF COMMUNITY VALUES.

Program Service Accomplishments

Program 1

Expenses: $2,190,707 Revenue: $2,197,814

THE ASSOCIATION IS A MASTER PLANNED COMMUNITY OF 1,073 UNITS. IT ACHIEVES THE GOALS OF MAINTAINING AND PRESERVING THE COMMUNITY'S COMMON AREAS AND STANDARDS FOR THE HEALTH, WELFARE, BENEFIT AND...

THE ASSOCIATION IS A MASTER PLANNED COMMUNITY OF 1,073 UNITS. IT ACHIEVES THE GOALS OF MAINTAINING AND PRESERVING THE COMMUNITY'S COMMON AREAS AND STANDARDS FOR THE HEALTH, WELFARE, BENEFIT AND SAFETY OF ITS RESIDENTS VIA VOLUNTEER COMMITTEES AND FORUMS.

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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 $2,197,814

Investment Income $73,386

Other Revenue $50,291

TOTAL REVENUE $2,321,491

Expense Breakdown

Grants Paid $0

Salaries & Benefits $211,031

Fundraising Expenses $0

Program Expenses $2,190,707

Other Expenses $2,071,842

TOTAL EXPENSES $2,282,873

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,321,491	$1,650,014	+0.4%
Expenses	$2,282,873	$1,639,481	+0.4%
Net Income	$38,618	$10,533	+2.7%

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

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 PROCTOR	DIRECTOR AT	2.00	Director	$0	$0	$0
JUSTIE REIMANN	PRESIDENT	2.00	Officer	$0	$0	$0
SAMUEL CHEN	VICE PRESIDE	2.00	Officer	$0	$0	$0
GARY SCHNEIR	TREASURER	2.00	Officer	$0	$0	$0
GREG HESTER	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,321,491	$2,282,873	$1,970,663	$38,618
2022	$1,650,014	$1,639,481	$2,354,648	$10,533
2021	$1,482,590	$1,483,686	$2,255,092	$-1,096
2020	$1,436,335	$1,386,726	$1,970,902	$49,609
2019	$1,559,465	$1,429,814	$1,735,025	$129,651
2018	$1,637,738	$1,390,022	$1,390,473	$247,716