Bear Branch Village Community Assoc (EIN 237432476) - 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

Phone

5125027045

Tax Period

2024-07-01 to 2025-06-30

Bear Branch Village Community Assoc, founded in 1974, is a small nonprofit that reported $497K in total revenue in fiscal year 2024. Expenses of $570K exceeded revenue, resulting in a 15% operating deficit.

Mission

Maintains common areas, administers and enforces covenants that preserve the architecture and appearances.

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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 $0

Program Service Revenue $431,050

Investment Income $44

Other Revenue $66,330

TOTAL REVENUE $497,424

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $341,883

Other Expenses $569,817

TOTAL EXPENSES $569,817

Year-over-Year Comparison

	2024	2023	Change
Revenue	$497,424	$478,674	+0.0%
Expenses	$569,817	$657,867	-0.1%
Net Income	$-72,393	$-179,193	-0.6%

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

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
Chris Manthei	Director	2.00	Director	$0	$0	$0
Dusty Weir	Director	2.00	Director	$0	$0	$0
Javier Castro	Director	2.00	Director	$0	$0	$0
Michael Astwood	Director	2.00	Director	$0	$0	$0
Russell Duplechain	Director	2.00	Director	$0	$0	$0
Stanley Young	Director	2.00	Director	$0	$0	$0
Adam Gross	President	2.00	Officer Director	$0	$0	$0
Anne Singletary	Treasurer	2.00	Officer Director	$0	$0	$0
Jose Amstuz	VP	2.00	Officer 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
2025	$497,424	$569,817	$1,087,105	$-72,393
2024	No data	No data	No data	No data
2023	$492,389	$578,262	$1,362,843	$-85,873
2022	$460,466	$360,654	$1,403,145	$99,812
2021	$463,982	$378,279	$1,241,381	$85,703
2020	$476,847	$451,992	$1,507,100	$24,855
2019	$476,174	$403,061	$1,485,710	$73,113
2018	$500,069	$512,020	$1,427,038	$-11,951

Bear Branch Village Community Assoc