Sherwood Trails Village Community (EIN 237243632) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

Sharon Davis

Phone

7139819000

Tax Period

2023-01-01 to 2023-12-31

Sherwood Trails Village Community, founded in 1972, is a small nonprofit that reported $377K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $343K left a modest 9% surplus.

Mission

To provide security, landscape maintenance, maintain common areas, and maintain recreational facility - all for the benefit of the community

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $336,240

Investment Income $13,784

Other Revenue $26,871

TOTAL REVENUE $376,895

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $282,646

Other Expenses $343,243

TOTAL EXPENSES $343,243

Year-over-Year Comparison

	2023	2022	Change
Revenue	$376,895	$344,594	+0.1%
Expenses	$343,243	$336,894	+0.0%
Net Income	$33,652	$7,700	+3.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Sharon Davis	President	2.00	Officer Director	$0	$0	$0
Raines Rushin	Vice President	2.00	Officer Director	$0	$0	$0
Roni Morris	Secretary	2.00	Officer Director	$0	$0	$0
Kevin Clayton	Treasurer	2.00	Officer Director	$0	$0	$0
Stephen Hollier	Director	2.00	Director	$0	$0	$0
Monica Burca	Director	2.00	Director	$0	$0	$0
Candace Guerrero	Director	2.00	Director	$0	$0	$0
Jennie Marrs	Director	2.00	Director	$0	$0	$0
Andy West	Director	2.00	Director	$0	$0	$0
Michael Stallings	Director	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
2024	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$376,895	$343,243	$882,431	$33,652
2022	$344,594	$336,894	$845,368	$7,700
2021	$365,711	$322,938	$785,645	$42,773
2020	$366,435	$293,860	$763,548	$72,575
2019	$373,979	$302,754	$722,677	$71,225
2018	$366,379	$339,534	$864,079	$26,845

Sherwood Trails Village Community