MONTECITO PROTECTIVE & IMPROVEMENT ASSOC (EIN 951613514) - 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

1948

Legal Domicile

Principal Officer

Houghton Hyatt

Phone

8059692026

Tax Period

2023-01-01 to 2023-12-31

MONTECITO PROTECTIVE & IMPROVEMENT ASSOC, founded in 1948, is a small nonprofit that reported $160K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year.

Mission

The Montecito Protective & Improvement Association seeks to preserve and protect the semi-rural character of our community and provide a voice for our community. The ways in which we achieve this mission are (See Schedule O):

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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 $159,558

Program Service Revenue $0

Investment Income $694

Other Revenue $0

TOTAL REVENUE $160,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,835

Other Expenses $160,400

TOTAL EXPENSES $160,400

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,252	$169,066	-0.1%
Expenses	$160,400	$151,981	+0.1%
Net Income	$-148	$17,085	-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

125

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
Tom Bollay	Director	2.00	Director	$0	$0	$0
Andrea Newquist	Secretary	3.00	Officer Director	$0	$0	$0
Mindy Denson	Director	2.00	Director	$0	$0	$0
Inken Gerlach	Vice President	3.00	Officer Director	$0	$0	$0
Doug Black	President	3.00	Officer Director	$0	$0	$0
Jacqueline Duran	Director	2.00	Director	$0	$0	$0
Melissa Miller	Director	2.00	Director	$0	$0	$0
William Babbitt	Director	2.00	Director	$0	$0	$0
William Macfadyen	Treasurer	3.00	Officer Director	$0	$0	$0
Joseph Pennino	Director	2.00	Director	$0	$0	$0
Leslie Lundgren	Vice President	3.00	Officer Director	$0	$0	$0
Patrice Serrani	Director	2.00	Director	$0	$0	$0
Aimee Miller	Director	2.00	Director	$0	$0	$0
Cheryl Trosky	Director	2.00	Director	$0	$0	$0
Jillian Wittman	Director	2.00	Director	$0	$0	$0
Robert Kemp	Director	2.00	Director	$0	$0	$0
Houghton Hyatt	Executive Dir.	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	$160,252	$160,400	$212,785	$-148
2022	$169,066	$151,981	$212,928	$17,085
2021	$213,670	$197,738	$195,843	$15,932
2020	$151,209	$149,948	$179,911	$1,261
2019	$183,848	$152,931	$178,650	$30,917
2018	$198,969	$161,698	$161,604	$37,271

MONTECITO PROTECTIVE & IMPROVEMENT ASSOC