Protect Rancho Palos Verdes & Terranea (EIN 841856435) - 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

2019

Legal Domicile

Principal Officer

Terri A Haack

Phone

2136246200

Tax Period

2020-01-01 to 2020-12-31

Protect Rancho Palos Verdes & Terranea, founded in 2019, is a small nonprofit that reported $490K in total revenue in fiscal year 2020. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $457K, a strong 93% operating margin.

Mission

To serve as a coalition of hospitality business owners, managers, directors, and employees who support reasonable public policies to ensure a sustainable hospitality industry in the City of Rancho Palos Verdes.

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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 (2020)

Revenue Breakdown

Contributions & Grants $490,115

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $490,115

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $32,683

TOTAL EXPENSES $32,683

Year-over-Year Comparison

	2020	2019	Change
Revenue	$490,115	$780,000	-0.4%
Expenses	$32,683	$1,237,432	-1.0%
Net Income	$457,432	$-457,432	-2.0%

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
Robert J Lowe	Director	0.1	Director	$0	$0	$0
Robert J Lowe Jr	Director	0.1	Director	$0	$0	$0
John Doane	Director	0.1	Director	$0	$0	$0
Paul L Reed	Director	0.1	Director	$0	$0	$0
Terri A Haack	President	0.1	Officer	$0	$0	$0
Cary Davidson	Treasurer/Secretary	1	Officer	$0	$0	$0
Flora Yin	Assistant Treasurer	0.5	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
2020	$490,115	$32,683	No data	$457,432

Protect Rancho Palos Verdes & Terranea