COMMUNITY ASSOCIATION OF HARMONY (EIN 262572436) - 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

2008

Legal Domicile

Principal Officer

FRANK BERGFIELD

Phone

7133297100

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY ASSOCIATION OF HARMONY, founded in 2008, is a community nonprofit in the Community Improvement sector that reported $4.8M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $738K, a strong 15% operating margin.

Mission

TO MAINTAIN COMMON AREAS, ESPLANADES, REC/PARK AREAS; PROVIDE STREET LIGHTS, SECURITY PATROL AND GARBAGE SERVICE - BENEFITS THE ENTIRE COMMUNITY.

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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 $2,668,700

Investment Income $8,972

Other Revenue $2,152,907

TOTAL REVENUE $4,830,579

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,429,044

Other Expenses $4,092,127

TOTAL EXPENSES $4,092,127

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,830,579	$4,060,676	+0.2%
Expenses	$4,092,127	$4,455,457	-0.1%
Net Income	$738,452	$-394,781	-2.9%

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

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
CHRISTOPHER BERGFIELD	PRESIDENT	2.00	Officer Director	$0	$0	$0
SARAH LOVE	SECRETARY	2.00	Officer Director	$0	$0	$0
KELLY HURST	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
FRANK BERGFIELD	TREASURER	2.00	Officer Director	$0	$0	$0
ROBERT BURKEY	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	$4,830,579	$4,092,127	$5,897,242	$738,452
2023	$4,060,676	$4,455,457	$4,929,931	$-394,781
2022	$4,288,330	$4,176,590	$4,046,802	$111,740
2021	$4,297,556	$3,320,843	$4,260,670	$976,713
2020	$3,898,382	$3,221,233	$2,925,792	$677,149
2019	$3,352,084	$2,998,677	$2,135,136	$353,407
2018	$2,752,104	$2,230,045	$1,462,946	$522,059

COMMUNITY ASSOCIATION OF HARMONY