Hills and Dales Owners Association

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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

2002

Legal Domicile

Phone

3304927245

Tax Period

2024-10-01 to 2025-09-30

Hills and Dales Owners Association, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $188K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $78K, a strong 42% operating margin.

Mission

Social welfare activities in the Village of Hills and Dales Ohio. Providing various social functions for community building and various services during the year.

Program Service Accomplishments

Program 1

Expenses: $109,134 Revenue: $187,604

Continued community building thru various social functions. Continued various services to the village to maintain the style of living and community in the village.

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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 (2024)

Revenue Breakdown

Contributions & Grants $186,508

Program Service Revenue $0

Investment Income $1,096

Other Revenue $0

TOTAL REVENUE $187,604

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $109,134

Other Expenses $84,134

TOTAL EXPENSES $109,134

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,604	$223,827	-0.2%
Expenses	$109,134	$137,811	-0.2%
Net Income	$78,470	$86,016	-0.1%

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
Greg Coggiano	Treasurer & VP	2.00	Officer Director	$0	$0	$0
Kim Reckenbeil	President	2.00	Officer Director	$0	$0	$0
Leah Carreon	Trustee	2.00	Director	$0	$0	$0
Michele Dunn	Trustee	2.00	Director	$0	$0	$0
Ed Karam	Trustee	2.00	Director	$0	$0	$0
Barb Cockroft	Trustee	2.00	Director	$0	$0	$0
Caryn Peterson	Trustee	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
2025	$187,604	$109,134	$339,030	$78,470
2024	$223,827	$137,811	$260,560	$86,016