PROTECT AND KEEP LAGUNA LOCAL (EIN 883069685) - 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

2022

Legal Domicile

Principal Officer

John Doane

Phone

2136246200

Tax Period

2023-01-01 to 2023-12-31

PROTECT AND KEEP LAGUNA LOCAL, founded in 2022, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. The organization ran a surplus of $1.4M, a strong 98% 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 Laguna Beach.

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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 $1,384,246

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,384,246

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $31,786

TOTAL EXPENSES $31,786

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,384,246	$1,410,000	0.0%
Expenses	$31,786	$1,378,214	-1.0%
Net Income	$1,352,460	$31,786	+41.5%

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
John Doane	President/Director	0.5	Officer Director	$0	$0	$0
Mandy Holloway	Vice President/Director	0.5	Officer Director	$0	$0	$0
Joanna Bear	Director	0.5	Director	$0	$0	$0
Mary Rogers	Director	0.5	Director	$0	$0	$0
Cary Davidson	Secretary/Treasurer	1	Officer	$0	$0	$0
Michael Farr	Assistant Secretary	1	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
2023	$1,384,246	$31,786	No data	$1,352,460
2022	$1,410,000	$1,378,214	$31,786	$31,786

PROTECT AND KEEP LAGUNA LOCAL