MORTON RANCH HOMEOWNERS ASSOCIATION INC (EIN 830420156) - 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

2004

Legal Domicile

Principal Officer

BRANDY HUYNH

Phone

7133297100

Tax Period

2023-01-01 to 2023-12-31

MORTON RANCH HOMEOWNERS ASSOCIATION INC, founded in 2004, is a small nonprofit in the Housing & Shelter sector that reported $496K in total revenue in fiscal year 2023.

Mission

TO PROMOTE THE COMMON GOOD AND GENERAL WELFARE OF THE PUBLIC AND COMMUNITY BY PROVIDING THE MAINTENANCE, MANAGEMENT AND SECURITY OF THE COMMON AREAS, POOL AND PLAYGROUND OF THE MORTON RANCH HOMEOWNERS ASSOCIATION.

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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 $479,414

Investment Income $16,867

Other Revenue $200

TOTAL REVENUE $496,481

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $407,674

Other Expenses $498,623

TOTAL EXPENSES $498,623

Year-over-Year Comparison

	2023	2022	Change
Revenue	$496,481	$464,942	+0.1%
Expenses	$498,623	$463,038	+0.1%
Net Income	$-2,142	$1,904	-2.1%

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
BRANDY HUYNH	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHANNON RICHARDSON	TREASURER	1.00	Officer Director	$0	$0	$0
DEDRA ROBERTSON	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
PABLO TORRES	VICE PRESIDE	1.00	Officer 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	$496,481	$498,623	$780,522	$-2,142
2022	$464,942	$463,038	$808,367	$1,904
2021	$439,098	$340,327	$822,185	$98,771
2020	$435,263	$358,456	$710,445	$76,807
2019	$434,624	$378,210	$602,420	$56,414

MORTON RANCH HOMEOWNERS ASSOCIATION INC