PACIFIC ESTATES RESIDENTS ASSOCIATION (EIN 943262050) - 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

1997

Legal Domicile

Principal Officer

JUANITA JONES

Phone

7074250254

Tax Period

2023-01-01 to 2023-12-31

PACIFIC ESTATES RESIDENTS ASSOCIATION, founded in 1997, is a community nonprofit in the Housing & Shelter sector that reported $1.5M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $433K, a strong 29% operating margin.

Mission

THE ORGANIZATION PROVIDES MANAGEMENT OF A MOBILE HOME PARK.

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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 $0

Program Service Revenue $1,469,960

Investment Income $44

Other Revenue $0

TOTAL REVENUE $1,470,004

Expense Breakdown

Grants Paid $0

Salaries & Benefits $100,093

Fundraising Expenses $0

Program Expenses $958,689

Other Expenses $936,811

TOTAL EXPENSES $1,036,904

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,470,004	$1,234,686	+0.2%
Expenses	$1,036,904	$1,003,507	+0.0%
Net Income	$433,100	$231,179	+0.9%

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

N/A

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

$27,224

Total Directors

$90,857

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON CHILDERS	Director	35.00	Director	$33,178	$0	$33,178
JUANITA JONES	Director	35.00	Director	$30,455	$0	$30,455
SALVADOR MORENO	CFO	2.00	Officer Director	$27,224	$0	$27,224
JESUS RODRIQUEZ	President	2.00	Director	$0	$0	$0
MARCOS L HORTA	Vice President	2.00	Officer Director	$0	$0	$0
ESTHER ALONZO	Director	2.00	Director	$0	$0	$0
ADA BLANKENSHIP	Director	2.00	Director	$0	$0	$0
NORMA RODRIGUEZ	Secretary	40.00	Officer Director	$0	$0	$0
JULIE WRIGHT	Director	2.00	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	No data	No data	No data	No data
2023	$1,470,004	$1,036,904	$5,517,344	$433,100
2022	$1,234,686	$1,003,507	$5,525,099	$231,179
2021	$1,189,194	$971,742	$5,532,867	$217,452
2020	$1,158,307	$935,073	$5,492,242	$223,234
2019	$1,144,460	$927,575	$5,533,047	$216,885
2018	$1,090,567	$902,386	$5,589,654	$188,181

PACIFIC ESTATES RESIDENTS ASSOCIATION