La Costa Glen Resident Association

EIN: 992953344

Carlsbad, CA

Total Revenue
$1,249,796
Total Expenses
$1,257,149
Total Assets
$33,273
Net Assets
$33,273
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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
2024
Legal Domicile
CA
Principal Officer
John Crick
Phone
6199628303
Tax Period
2025-01-01 to 2025-12-31

La Costa Glen Resident Association, founded in 2024, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2025.

Mission

To provide residents of La Costa Glen Retirement Community and the Community's Management with effective two-way communication. The Resident Council (Board of Directors) acts in an advisory role to Management regarding resident issues that impact residents' quality of life, quality of care, exercise of rights, and safety.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,249,637
Program Service Revenue $0
Investment Income $159
Other Revenue $0
TOTAL REVENUE $1,249,796

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,257,149
Other Expenses $1,257,149
TOTAL EXPENSES $1,257,149

Year-over-Year Comparison

2025 2024 Change
Revenue $1,249,796 $1,160,717 +0.1%
Expenses $1,257,149 $1,120,091 +0.1%
Net Income $-7,353 $40,626 -1.2%
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

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Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
70

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
5
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
John Crick Chair 8
Officer Director
$0 $0 $0
Dale Satake Vice Chair 6
Officer Director
$0 $0 $0
Jerry Zeldes Secretary 4
Officer Director
$0 $0 $0
John Roberts Treasurer 4
Officer Director
$0 $0 $0
Richard Siebert Governance Representative 3
Officer Director
$0 $0 $0
John Ahlquist Associate Treasurer 3
Director
$0 $0 $0
Marcy Allingham Member 3
Director
$0 $0 $0
Sheryl Bjornsen Member 3
Director
$0 $0 $0
Neil Black Member 3
Director
$0 $0 $0
Paul Davis Member 3
Director
$0 $0 $0
Karen Simons Member 3
Director
$0 $0 $0
Claudia Troisi Member 3
Director
$0 $0 $0
Charles Kreysa Special Counsel 4
$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 $1,249,796 $1,257,149 $33,273 $-7,353
2024 $1,160,717 $1,120,091 $40,626 $40,626
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