BRITTANY POINTE ESTATES RESIDENTS ASSOCIATION (EIN 232646368) - 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

1994

Legal Domicile

Principal Officer

GREGORY O BRUCE

Phone

2154986190

Tax Period

2024-01-01 to 2024-12-31

BRITTANY POINTE ESTATES RESIDENTS ASSOCIATION, founded in 1994, is a small nonprofit in the Human Services sector that reported $211K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $43K, a strong 20% operating margin.

Mission

BPERA SUPPORTS THE WELLBEING OF THE RESIDENTS OF BRITTANY POINTE ESTATES, AN ACTS RETIREMENT LIFE COMMUNITY, BY ORGANIZING ACTIVITIES, ENTERTAINMENT AND COMMUNITY SERVICE OPPORTUNITIES TO ENCOURAGE INCLUSION AND PROVIDE AN ACTIVE NEIGHBORHOOD.

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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 $130,018

Program Service Revenue $80,102

Investment Income $681

Other Revenue $0

TOTAL REVENUE $210,801

Expense Breakdown

Grants Paid $46,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $166,320

Other Expenses $121,475

TOTAL EXPENSES $168,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$210,801	$182,089	+0.2%
Expenses	$168,225	$213,370	-0.2%
Net Income	$42,576	$-31,281	-2.4%

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
JUDY EMERSON	PRESIDENT	8.00	Director	$0	$0	$0
SUSAN FRIEDMAN	VICE PRESIDENT	8.00	Director	$0	$0	$0
GREGORY O BRUCE	TREASURER	5.00	Director	$0	$0	$0
ERNIE WEILER	AWARDS TREASURER	5.00	Director	$0	$0	$0
KAREN HOWARD	SECRETARY	5.00	Director	$0	$0	$0
KATHLEEN HERRON	ASSISTANT SECRETARY	5.00	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	$210,801	$168,225	$170,045	$42,576

BRITTANY POINTE ESTATES RESIDENTS ASSOCIATION