PLACERITA CANYON PROPERTY OWNERS A… - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

TERESA TODD

Tax Period

2023-07-01 to 2024-06-30

PLACERITA CANYON PROPERTY OWNERS ASSOCIATION, founded in 1985, is a small nonprofit that reported $151K in total revenue in fiscal year 2023. Revenue surged 766% from the prior year, signaling strong growth momentum. Net assets of $350K represent 28 months of operating reserves.

Mission

ASSOCIATION OF LOCAL HOMEOWNERS TO PROMOTE GOOD USE OF PUBLIC AND PRIVATE LANDS.

Program Service Accomplishments

Program 1

Expenses: $5,530

PUBLIC MEETINGS TO DISCUSS LOCAL ISSUES AND SAFETY

Program 2

Expenses: $1,650

PUBLISH NEWSLETTERS AND POST INFORMATION TO INFORM RESIDENTS OF EVENTS AND ISSUES

Program 3

SUPPORT LOCAL PUBLIC CHARITES

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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 $0

Investment Income $19,721

Other Revenue $131,250

TOTAL REVENUE $150,971

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $149,830

Other Expenses $151,730

TOTAL EXPENSES $151,730

Year-over-Year Comparison

	2023	2022	Change
Revenue	$150,971	$17,436	+7.7%
Expenses	$151,730	$50,815	+2.0%
Net Income	$-759	$-33,379	-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

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
JOHN FOSSA	BOARD MEMBER	N/A	Officer	$0	$0	$0
ROB HALL	VICE PRESIDE	N/A	Officer	$0	$0	$0
ANNETTE MATTHEWS	TREASURER	6.00	Officer	$0	$0	$0
ROB MCCARTHT	BOARD MEMBER	N/A	Officer	$0	$0	$0
N/A	SECRETARY	N/A	Officer	$0	$0	$0
KEITH SHAW	BOARD MEMBER	N/A	Officer	$0	$0	$0
TERESA TODD	PRESIDENT	N/A	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
2024	$150,971	$151,730	$350,466	$-759
2023	$17,436	$50,815	$351,125	$-33,379
2022	$29,911	$24,011	$384,383	$5,900
2021	$13,449	$7,770	$378,506	$5,679

PLACERITA CANYON PROPERTY OWNERS ASSOCIATION