RIO DEL REY HOMEOWNERS ASSOCIATION (EIN 861034704) - 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

2001

Legal Domicile

Phone

4805514300

Tax Period

2018-01-01 to 2018-12-31

RIO DEL REY HOMEOWNERS ASSOCIATION, founded in 2001, is a small nonprofit that reported $565K in total revenue in fiscal year 2018. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

A MEMBERSHIP ORGANIZATION THAT IS SELF-GOVERNED BY ELECTED OFFICERS AND BOARD OF DIRECTORS. TO OWN AND MAINTAIN COMMON AREAS AND TO ENFORCE COVENANTS TO PRESERVE THE APPEARANCE OF THE DEVELOPMENT THAT IS OPERATED FOR THE BENEFIT OF ALL THE RESIDENTS OF THE 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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $511,106

Investment Income $545

Other Revenue $53,051

TOTAL REVENUE $564,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $476,302

Other Expenses $564,372

TOTAL EXPENSES $564,372

Year-over-Year Comparison

	2018	2017	Change
Revenue	$564,702	$473,814	+0.2%
Expenses	$564,372	$771,655	-0.3%
Net Income	$330	$-297,841	-1.0%

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
KARELLY MONTES	Secretary	1.00	Officer Director	$0	$0	$0
MARK GREEN	Treasurer	1.00	Officer Director	$0	$0	$0
SUSAN YOUNG	Vice President	1.00	Officer Director	$0	$0	$0
TROY ERHARDT	President	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
2018	$564,702	$564,372	$116,225	$330

RIO DEL REY HOMEOWNERS ASSOCIATION