HORSESHOE BAY PROPERTY OWNERS' ASSOCIATION INC (EIN 237363501) - 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

1974

Legal Domicile

Principal Officer

SANDRA MORAVITZ

Phone

8305988795

Tax Period

2023-10-01 to 2024-09-30

HORSESHOE BAY PROPERTY OWNERS' ASSOCIATION INC, founded in 1974, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2023.

Mission

COMMUNITY DEVELOPMENT AND SOCIAL WELFARE

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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 $0

Program Service Revenue $1,788,525

Investment Income $3,118

Other Revenue $68,434

TOTAL REVENUE $1,860,077

Expense Breakdown

Grants Paid $0

Salaries & Benefits $306,700

Fundraising Expenses $0

Program Expenses $1,212,533

Other Expenses $1,506,248

TOTAL EXPENSES $1,812,948

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,860,077	$1,764,827	+0.1%
Expenses	$1,812,948	$1,607,264	+0.1%
Net Income	$47,129	$157,563	-0.7%

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
DONALD BEEMAN	PRESIDENT	1.00	Director	$0	$0	$0
LINDA BURLING	VICE-PRESIDE	1.00	Director	$0	$0	$0
KAREN CALDERON-SCHWEITZER	DIRECTOR	1.00	Director	$0	$0	$0
TOM ENGLER	DIRECTOR	1.00	Director	$0	$0	$0
YUKI GRAVES	DIRECTOR	1.00	Director	$0	$0	$0
GAIL MORRIS	TREASURER	1.00	Director	$0	$0	$0
BELINDA ROBERTS	SECRETARY	1.00	Director	$0	$0	$0
SANDRA MORAVITZ	GENERAL MANA	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
2024	$1,860,077	$1,812,948	$3,558,277	$47,129
2023	$1,764,827	$1,607,264	$3,423,302	$157,563
2022	$1,910,719	$1,692,074	$3,354,782	$218,645
2021	$1,614,000	$1,316,170	$3,066,465	$297,830
2020	$1,364,368	$1,223,413	$2,765,901	$140,955
2019	$1,343,935	$1,167,963	$2,632,982	$175,972
2018	$1,229,354	$1,110,027	$2,412,741	$119,327

HORSESHOE BAY PROPERTY OWNERS' ASSOCIATION INC