MCCORMICK RANCH PROPERTY OWNERS ASSOCIATION (EIN 866090073) - 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

1972

Legal Domicile

Principal Officer

RICHARD CURREY

Phone

4808601122

Tax Period

2024-01-01 to 2024-12-31

MCCORMICK RANCH PROPERTY OWNERS ASSOCIATION, founded in 1972, is a community nonprofit that reported $5.6M in total revenue in fiscal year 2024. Expenses of $5.4M left a modest 3% surplus.

Mission

ENFORCE CC&R'S, MAINTAIN ALL COMMON AREAS AND COLLECT ASSESSMENTS IN AN EFFORT TO PROTECT AND MAINTAIN COMMUNITY WELFARE AND VALUE.

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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 $5,435,455

Investment Income $175,254

Other Revenue $0

TOTAL REVENUE $5,610,709

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,070,685

Fundraising Expenses $0

Program Expenses $5,184,179

Other Expenses $4,355,646

TOTAL EXPENSES $5,426,331

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,610,709	$5,636,837	0.0%
Expenses	$5,426,331	$6,387,123	-0.2%
Net Income	$184,378	$-750,286	-1.2%

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

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
JAIME UHRICH	EXECUTIVE DIRECTOR	40.00		$175,328	$0	$175,328
ANDI ST JOHN	Director	5.00	Director	$0	$0	$0
CHRIS MIELKE	Director	5.00	Director	$0	$0	$0
JAMES VAUGHAN	Director	5.00	Director	$0	$0	$0
JEFF STEINBERG	Treasurer	5.00	Officer Director	$0	$0	$0
FRED LUFT	Vice President	5.00	Officer Director	$0	$0	$0
RICHARD CURREY	President	5.00	Officer Director	$0	$0	$0
GEORGE FEKAS	Director	5.00	Director	$0	$0	$0
ALLAN FRIEDMAN	Secretary	5.00	Officer Director	$0	$0	$0
MICHAEL NELSON	Treasurer	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	$5,610,709	$5,426,331	$3,826,770	$184,378
2023	$5,636,837	$6,387,123	$3,479,262	$-750,286
2022	$4,910,541	$4,875,139	$4,147,863	$35,402
2021	$4,808,154	$4,048,483	$4,064,861	$759,671
2020	$4,654,530	$4,348,719	$3,155,800	$305,811
2019	$4,479,388	$4,461,105	$2,841,072	$18,283
2018	$4,366,584	$4,348,211	$2,802,355	$18,373

MCCORMICK RANCH PROPERTY OWNERS ASSOCIATION