APPLE VALLEY PROPERTY OWNERS ASSOC… - Form 990 Financial Data

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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

1972

Legal Domicile

Principal Officer

JEFFREY HARMER

Phone

7403973311

Tax Period

2025-01-01 to 2025-03-31

APPLE VALLEY PROPERTY OWNERS ASSOCIATION, founded in 1972, is a small nonprofit in the Housing & Shelter sector that reported $894K in total revenue in fiscal year 2025. Revenue fell 80% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $174K, a strong 19% operating margin.

Mission

TO SERVE THE COMMUNITY INTERESTS BY MAINTAINING COMMON AREAS AND ADMINISTER AND ENFORCE COVENANTS FOR ALL PROPERTY OWNERS

Program Service Accomplishments

Program 1

Expenses: $533,213 Revenue: $858,926

PROVIDING SERVICES AND AMENITIES TO ALL PROPERTY OWNERS. THIS INCLUDES MAINTENANCE OF THE LAKE, BEACHES, AND FACILITIES. THE FACILITIES AVAILABLE ARE A COMMUNITY CENTER, CLUB HOUSE, POOLS, FITNESS...

PROVIDING SERVICES AND AMENITIES TO ALL PROPERTY OWNERS. THIS INCLUDES MAINTENANCE OF THE LAKE, BEACHES, AND FACILITIES. THE FACILITIES AVAILABLE ARE A COMMUNITY CENTER, CLUB HOUSE, POOLS, FITNESS CENTER, MARINA, AND A CAMPING AREA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $728,547

Investment Income $30,286

Other Revenue $134,780

TOTAL REVENUE $893,613

Expense Breakdown

Grants Paid $0

Salaries & Benefits $324,497

Fundraising Expenses $0

Program Expenses $533,213

Other Expenses $395,247

TOTAL EXPENSES $719,744

Year-over-Year Comparison

	2025	2024	Change
Revenue	$893,613	$4,393,372	-0.8%
Expenses	$719,744	$3,267,355	-0.8%
Net Income	$173,869	$1,126,017	-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

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
CARLA WILKE JONES	PRESIDENT	5.00	Officer Director	$0	$0	$0
SALLY SLONAKER	DIRECTOR	5.00	Director	$0	$0	$0
BARRY GEORGE	DIRECTOR	5.00	Director	$0	$0	$0
GREG TUNIS	DIRECTOR	5.00	Director	$0	$0	$0
MARK FRITZ	DIRECTOR	5.00	Director	$0	$0	$0
GEORGE PIRICS	DIRECTOR	5.00	Director	$0	$0	$0
NEIL MARTIN	DIRECTOR	5.00	Director	$0	$0	$0
BOB MCLAUGHLIN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ADAM HOAR	DIRECTOR	5.00	Director	$0	$0	$0
JEFFREY HARMER	GENERAL MANAGER	40.00	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
2025	$893,613	$719,744	$10,511,892	$173,869
2024	No data	No data	No data	No data
2023	$3,681,009	$2,951,178	$8,024,756	$729,831
2022	$3,237,499	$2,414,391	$7,551,468	$823,108
2021	$2,934,345	$2,409,270	$6,573,707	$525,075
2020	$2,902,595	$2,390,539	$5,800,960	$512,056
2019	$2,801,671	$2,332,808	$5,284,985	$468,863
2018	$2,588,937	$2,268,494	$4,745,107	$320,443

APPLE VALLEY PROPERTY OWNERS ASSOCIATION