Foothills at Wingfield Homeowners Association (EIN 201987668) - 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

2004

Legal Domicile

Principal Officer

Phillip Brady

Phone

7025971945

Tax Period

2024-01-01 to 2024-12-31

Foothills at Wingfield Homeowners Association, founded in 2004, is a community nonprofit in the Housing & Shelter sector that reported $1.6M in total revenue in fiscal year 2024.

Mission

Association common area maintenance and management.

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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 $0

Program Service Revenue $0

Investment Income $6,764

Other Revenue $1,591,969

TOTAL REVENUE $1,598,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,242,633

Other Expenses $1,572,723

TOTAL EXPENSES $1,572,723

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,598,733	$1,577,903	+0.0%
Expenses	$1,572,723	$1,417,637	+0.1%
Net Income	$26,010	$160,266	-0.8%

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

N/A

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
Michael C Upson	Director	1.00	Officer Director	$0	$0	$0
Walter F Worthley	Secretary	1.00	Director	$0	$0	$0
Celina Gonzalez	Director	1.00	Director	$0	$0	$0
Jacqueline Cooney	Vice President	1.00	Officer Director	$0	$0	$0
Phillip Brady	Treasurer	1.00	Director	$0	$0	$0
Annie Story	President	1.00	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
2024	$1,598,733	$1,572,723	$1,456,192	$26,010
2023	$1,577,903	$1,417,637	$1,571,668	$160,266
2022	$1,657,487	$1,577,927	$1,420,018	$79,560
2021	$1,545,970	$1,497,683	$1,201,224	$48,287
2020	$1,445,029	$1,571,575	$1,156,038	$-126,546

Foothills at Wingfield Homeowners Association