BAY HEAD SHORES PROPERTY OWNERS ASSOCIATION (EIN 210745469) - 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

1945

Legal Domicile

Principal Officer

GREGORY ROSS

Phone

7322953109

Tax Period

2023-01-01 to 2023-12-31

BAY HEAD SHORES PROPERTY OWNERS ASSOCIATION, founded in 1945, is a small nonprofit that reported $408K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $93K, a strong 23% operating margin.

Mission

SOCIAL CLUB FOR RESIDENTS OF THE BAY HEAD SHORE PROPERTY

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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 $249,150

Program Service Revenue $102,208

Investment Income $3,894

Other Revenue $52,847

TOTAL REVENUE $408,099

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,379

Fundraising Expenses $0

Other Expenses $288,250

TOTAL EXPENSES $314,629

Year-over-Year Comparison

	2023	2022	Change
Revenue	$408,099	$337,885	+0.2%
Expenses	$314,629	$302,558	+0.0%
Net Income	$93,470	$35,327	+1.6%

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
GINA IACONO	FINANCIAL SECTY	4.00	Officer Director	$0	$0	$0
RONALD NOBILE	TRUSTEE	4.00	Director	$0	$0	$0
KENNETH TIERNEY	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
CHRIS EHRHARDT	TRUSTEE	2.00	Director	$0	$0	$0
JANICE GIESE	CORRESPONDING SECTY	2.00	Officer Director	$0	$0	$0
RICHARD PACESA	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER HOAGLAND	TRUSTEE	2.00	Director	$0	$0	$0
ED LAING	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT HART	PRESIDENT	2.00	Officer Director	$0	$0	$0
GREG ROSS	TRUSTEE	2.00	Director	$0	$0	$0
MIKE MCGUIRL	TREASURER	2.00	Officer Director	$0	$0	$0
DAWN LEAVY	RECORDING SECTY	2.00	Officer Director	$0	$0	$0
MARY GUETZLAFF	TRUSTEE	2.00	Director	$0	$0	$0
TERENCE PHALON	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
2024	No data	No data	No data	No data
2023	$408,099	$314,629	$976,993	$93,470
2022	$337,885	$302,558	$900,077	$35,327
2021	$250,057	$221,316	$878,884	$28,741
2020	$202,250	$181,620	$861,817	$20,630

BAY HEAD SHORES PROPERTY OWNERS ASSOCIATION