WESTWOOD SOUTH OF SANTA MONICA BLVD HOA (EIN 141915089) - Form 990 Financial Analysis & Trantor Score

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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

1971

Legal Domicile

Principal Officer

BARBARA BROIDE

Tax Period

2023-03-01 to 2024-02-29

WESTWOOD SOUTH OF SANTA MONICA BLVD HOA, founded in 1971, is a micro nonprofit in the Community Improvement sector that reported $36K in total revenue in fiscal year 2023. Revenue surged 115% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8K, a strong 22% operating margin.

Mission

A FORUM FOR NEIGHBORHOOD HOMEOWNERS, TO ANALYZE, DISCUSS AND EVALUATE THE IMPACT OF TAX ASSESSMENTS, ZONING, PROPOSED AREA DEVELOPMENTS AND OTHER MATTERS AFFECTING THEIR COMMUNITY.

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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 $12,458

Program Service Revenue $0

Investment Income $23,745

Other Revenue $0

TOTAL REVENUE $36,203

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,063

Other Expenses $22,063

TOTAL EXPENSES $28,063

Year-over-Year Comparison

	2023	2022	Change
Revenue	$36,203	$16,875	+1.1%
Expenses	$28,063	$28,585	0.0%
Net Income	$8,140	$-11,710	-1.7%

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
COLIN MURTAGH	DIRECTOR	0.00	Director	$0	$0	$0
JIM FACETT	DIRECTOR	0.00	Director	$0	$0	$0
MARGARET HEALY	DIRECTOR	0.00	Director	$0	$0	$0
LEIAUNA ANDERSON	DIRECTOR	0.00	Director	$0	$0	$0
NANCY STONE	DIRECTOR	0.00	Director	$0	$0	$0
JOSEPH ROTH	DIRECTOR	0.00	Director	$0	$0	$0
JEFFREY ELLIS	DIRECTOR	0.00	Director	$0	$0	$0
JAY JACOBY	DIRECTOR	0.00	Director	$0	$0	$0
CRAIG RICH	SECRETARY	4.00	Officer	$0	$0	$0
BARBARA BROIDE	PRESIDENT	20.00	Officer	$0	$0	$0
PAT TOBIAS	VICE PRESIDENT	4.00	Officer	$0	$0	$0
TAMEISHA KING	TREASURER	8.00	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	$36,203	$28,063	$969,399	$8,140
2023	$16,875	$28,585	$970,060	$-11,710
2022	$4,427	$28,678	$981,770	$-24,251
2021	$22,360	$16,954	$1,006,021	$5,406
2020	$21,531	$20,664	$1,000,615	$867
2019	$141,027	$17,464	$999,748	$123,563

WESTWOOD SOUTH OF SANTA MONICA BLVD HOA