HARVEST AT LIMONEIRA MASTER CORPOR… - Form 990 Financial Data

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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

2019

Legal Domicile

Principal Officer

DAVID LAULETTA

Phone

6612954900

Tax Period

2024-01-01 to 2024-12-31

HARVEST AT LIMONEIRA MASTER CORPORATION C/O PMP, founded in 2019, is a community nonprofit in the Public & Societal Benefit sector that reported $1.5M in total revenue in fiscal year 2024. Expenses of $1.6M exceeded revenue, resulting in a 11% operating deficit.

Mission

THE SPECIFIC AND PRIMARY PURPOSES OF THE ASSOCIATION ARE TO BRING CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS BY PROVIDING FOR THE PRESERVATION OF THE ARCHITECTURE AND APPEARANCE OF THE COMMUNITY BY OWNING, OPERATING AND MAINTAINING THE PROPERTIES FOR USE OF ALL RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $1,461,762 Revenue: $70,647

THE ASSOCIATION PROVIDES FOR THE PRESERVATION AND MAINTENANCE OF ARCHITECTURE, GREENBELTS, SLOPES, LIGHT FIXTURES, SIGNAGE IN THE PLANNED COMMUNITY IN VENTURA COUNTY, CALIFORNIA. IT REGULARLY...

THE ASSOCIATION PROVIDES FOR THE PRESERVATION AND MAINTENANCE OF ARCHITECTURE, GREENBELTS, SLOPES, LIGHT FIXTURES, SIGNAGE IN THE PLANNED COMMUNITY IN VENTURA COUNTY, CALIFORNIA. IT REGULARLY, THROUGH ITS MAINTENANCE AND PRESERVATION ACTIVITIES, PROVIDES FOR CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS WHICH PROMOTE THE COMMON GOOD, HEALTH, SAFETY AND GENERAL WELFARE OF THE LOCAL COMMUNITY AND THE PUBLIC AT LARGE.

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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 $1,352,544

Program Service Revenue $83,352

Investment Income $34,914

Other Revenue $0

TOTAL REVENUE $1,470,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,461,762

Other Expenses $1,625,377

TOTAL EXPENSES $1,625,377

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,470,810	$1,434,052	+0.0%
Expenses	$1,625,377	$1,288,816	+0.3%
Net Income	$-154,567	$145,236	-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
DAVID LAULETTA	PRESIDENT	5.00	Officer Director	$0	$0	$0
ALEX MCCARTY	SECRETARY	5.00	Officer Director	$0	$0	$0
ANTHONY MARRO	TREASURER	5.00	Officer Director	$0	$0	$0
VIRGINIA DUMKE	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ALICE STRAETZ	DIRECTOR-AT-LARGE	5.00	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	$1,470,810	$1,625,377	$3,114,738	$-154,567
2023	$1,434,052	$1,288,816	$2,576,312	$145,236
2022	$1,151,982	$851,282	$1,748,230	$300,700
2021	$717,057	$601,031	$1,102,518	$116,026
2020	$599,202	$353,020	$536,665	$246,182
2019	$22,144	$51,276	$150,176	$-29,132

HARVEST AT LIMONEIRA MASTER CORPORATION C/O PMP