JACOBS RESERVE HOA INC

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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

2007

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

JACOBS RESERVE HOA INC, founded in 2007, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2023.

Mission

TO PROVIDE FOR THE PRESERVATION, ADMINISTRATION, AND MAINTENANCE OF COMMON AREAS OF THE ASSOCIATION.

Program Service Accomplishments

Program 1

Expenses: $372,177

The Association provides landscaping services and maintenance for all common areas within the community for the benefit of the owners and visitors to the area.

Program 2

Expenses: $304,732

The Association provides all common area maintenance, patrol services, and provides community events and insurance for the benefit of members and visitors to the area.

Program 3

Expenses: $259,601

The Association provides all maintenance to the recreation areas including utilities for the benefit of members and visitors.

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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 $1,027,462

Investment Income $26,469

Other Revenue $53,980

TOTAL REVENUE $1,107,911

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,080,791

Other Expenses $1,164,262

TOTAL EXPENSES $1,164,262

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,107,911	$1,060,144	+0.0%
Expenses	$1,164,262	$1,015,172	+0.1%
Net Income	$-56,351	$44,972	-2.3%

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

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
Trina Holland	Director	2.00	Director	$0	$0	$0
Craig Gorewitz	Vice President	2.00	Director	$0	$0	$0
Joshua Lambert	Secretary	2.00	Officer Director	$0	$0	$0
Ryan Fasone	Treasurer	2.00	Officer Director	$0	$0	$0
Jeffrey Jacob	President	2.00	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
2024	No data	No data	No data	No data
2023	$1,107,911	$1,164,262	$2,029,779	$-56,351
2022	$1,060,144	$1,015,172	$2,103,900	$44,972
2021	$1,101,066	$904,700	$1,886,037	$196,366
2020	$1,038,291	$902,870	$1,674,652	$135,421
2018	$1,292,251	$857,961	$1,341,180	$434,290