RANCHO MISSION VIEJO MASTER MAINT (EIN 455513034) - 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

2012

Legal Domicile

Principal Officer

LISA CHRISTIAN

Phone

9494486000

Tax Period

2024-01-01 to 2024-12-31

RANCHO MISSION VIEJO MASTER MAINT, founded in 2012, is a mid-sized nonprofit in the Housing & Shelter sector that reported $20.0M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $18.9M left a modest 6% surplus.

Mission

TO PROVIDE FOR THE GENERAL MAINTENANCE OF THE COMMON AREA FACILITIES THROUGHOUT THE COMMUNITY AND TO PROMOTE THE COMMON GOOD AND GENERAL WELFARE OF THE RANCHO MISSION VIEJO COMMUNITY.

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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 $18,694,949

Investment Income $460,347

Other Revenue $886,723

TOTAL REVENUE $20,042,019

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,881,623

Other Expenses $18,923,040

TOTAL EXPENSES $18,923,040

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,042,019	$17,856,560	+0.1%
Expenses	$18,923,040	$17,002,452	+0.1%
Net Income	$1,118,979	$854,108	+0.3%

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
ERIC KINGSBURY	MEMBER-AT-LA	3.00	Director	$0	$0	$0
LISA CHRISTIAN	TREASURER	3.00	Officer	$0	$0	$0
JIM HOLAS	SECRETARY	3.00	Officer	$0	$0	$0
MARC LAMKIN	CHAIR	3.00	Officer	$0	$0	$0
ROBERT SPILLAR	VICE CHAIR	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	$20,042,019	$18,923,040	$13,938,580	$1,118,979
2023	$17,856,560	$17,002,452	$11,992,879	$854,108
2022	$15,555,511	$15,501,007	$8,982,412	$54,504
2021	$13,243,301	$13,359,838	$7,819,802	$-116,537
2020	$11,851,882	$11,736,027	$7,665,898	$115,855

RANCHO MISSION VIEJO MASTER MAINT