STONYCREEK VALLEY DEVELOPMENT (EIN 251201998) - 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

1963

Legal Domicile

Principal Officer

DAVID LOWRY

Phone

8144424456

Tax Period

2024-01-01 to 2024-12-31

STONYCREEK VALLEY DEVELOPMENT, founded in 1963, is a micro nonprofit that reported $99K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $94K left a modest 4% surplus.

Mission

OWNERSHIP AND MAINTENANCE OF LAKE STONYCREEK

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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 $77,424

Investment Income $19,911

Other Revenue $1,200

TOTAL REVENUE $98,535

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,895

Fundraising Expenses $0

Program Expenses $86,207

Other Expenses $78,468

TOTAL EXPENSES $94,363

Year-over-Year Comparison

	2024	2023	Change
Revenue	$98,535	$134,882	-0.3%
Expenses	$94,363	$148,257	-0.4%
Net Income	$4,172	$-13,375	-1.3%

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
DAN DIVELY	PRESIDENT	2	Director	$0	$0	$0
DAVID LOWRY	TREASURER	2	Director	$0	$0	$0
MARCIA ROGISH	SECRETARY	2	Director	$0	$0	$0
SHELLEY GLESSN	BD MEMBER	2	Director	$0	$0	$0
JACK HERSHBERG	BD MEMBER	2	Director	$0	$0	$0
JOE PICCINI	BD MEMBER	2	Director	$0	$0	$0
LARRY ROSAGE	BD MEMBER	2	Director	$0	$0	$0
DAVE FLAMM	BD MEMBER	2	Director	$0	$0	$0
STEVE KOHUT	BD MEMBER	2	Director	$0	$0	$0
JOSH GLOTFELTY	BD MEMBER	2	Director	$0	$0	$0
TOM KOPPENHOFE	BD MEMBER	2	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	$98,535	$94,363	$538,980	$4,172
2023	$134,882	$148,257	$534,774	$-13,375
2022	$86,860	$135,239	$548,108	$-48,379
2021	$85,269	$145,982	$596,262	$-60,713

STONYCREEK VALLEY DEVELOPMENT