NEWPORT HOME ASSOCIATION 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

2003

Legal Domicile

Principal Officer

Andrea Ortiz Boyer

Phone

7175676526

Tax Period

2023-01-01 to 2023-12-31

NEWPORT HOME ASSOCIATION INC, founded in 2003, is a small nonprofit in the Recreation & Sports sector that reported $309K in total revenue in fiscal year 2023. The organization ran a surplus of $56K, a strong 18% operating margin.

Mission

See Below: The Home Association as a Social Club provides social, recreational, fellowshipand other support to the American Legion Post organization members its affiliated organizations and social members.

Program Service Accomplishments

Program 1

The Club provides social, recreational, fellowhip and other support to the American Legion Post organization members and its affiliated organizations and social members.

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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 $32,166

Program Service Revenue $0

Investment Income $6,094

Other Revenue $270,489

TOTAL REVENUE $308,749

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,551

Fundraising Expenses $0

Other Expenses $214,373

TOTAL EXPENSES $252,924

Year-over-Year Comparison

	2023	2022	Change
Revenue	$308,749	$296,364	+0.0%
Expenses	$252,924	$242,296	+0.0%
Net Income	$55,825	$54,068	+0.0%

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

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
DAVID RENNINGER	PRESIDENT	15.00	Officer	$0	$0	$0
CHRIS GROSS	SR.VICE PRESIDENT	15.00	Officer	$0	$0	$0
JAN SEIDERS	JR. VICE PRESIDENT	5.00	Officer	$0	$0	$0
ANDREA B ORTIZ-BOYER	TREASURER	15.00	Officer	$0	$0	$0
JOSEPH BOONE	1ST YEAR TRUSTEE	5.00	Director	$0	$0	$0
DENNIS KENT	2ND YEAR TRUSTEE	5.00	Director	$0	$0	$0
DANIEL REICHERT	3RD YEAR TRUSTEE	5.00	Director	$0	$0	$0
RICHARD AMSLER	SECRETARY	5.00	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	No data	No data	No data	No data
2023	$308,749	$252,924	$347,546	$55,825
2022	$296,364	$242,296	$289,735	$54,068
2021	$493,210	$396,700	$235,793	$96,510
2020	$319,966	$314,201	$131,068	$5,765