Palos Verdes Homes Association (EIN 951085020) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1923

Legal Domicile

Principal Officer

Mahmoud Farzaneh

Phone

3103736721

Tax Period

2024-07-01 to 2025-06-30

Palos Verdes Homes Association, founded in 1923, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $703K, a strong 47% operating margin.

Mission

To enforce the governing documents of the planned development.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,460,947

Investment Income $45,087

Other Revenue $0

TOTAL REVENUE $1,506,034

Expense Breakdown

Grants Paid $0

Salaries & Benefits $460,794

Fundraising Expenses $0

Program Expenses $642,298

Other Expenses $342,079

TOTAL EXPENSES $802,873

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,506,034	$818,049	+0.8%
Expenses	$802,873	$747,792	+0.1%
Net Income	$703,161	$70,257	+9.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christine McNamara	Vice President	10.00	Officer Director	$0	$0	$0
Mahmoud Farzaneh	President	10.00	Officer Director	$0	$0	$0
Alex Howe	Secretary	10.00	Officer Director	$0	$0	$0
Keith Geiger	Treasurer	10.00	Officer Director	$0	$0	$0
Philippe Kassouf	Director	10.00	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
2025	$1,506,034	$802,873	$1,715,440	$703,161
2024	No data	No data	No data	No data
2023	$903,123	$612,296	$920,542	$290,827
2022	$781,598	$626,753	$623,618	$154,845
2021	$817,195	$610,169	$501,258	$207,026
2020	$561,525	$572,637	$377,124	$-11,112
2019	$921,060	$1,427,767	$469,689	$-506,707

Palos Verdes Homes Association