SANTALUZ COMMUNITY COUNCIL (EIN 320004354) - 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

2000

Legal Domicile

Principal Officer

ADINA ROBERTS

Phone

8587593163

Tax Period

2024-05-01 to 2025-04-30

SANTALUZ COMMUNITY COUNCIL, founded in 2000, is a small nonprofit in the Public & Societal Benefit sector that reported $482K in total revenue in fiscal year 2024. Expenses of $456K left a modest 5% surplus.

Mission

TO PROMOTE SOCIAL WELFARE AND A SENSE OF COMMUNITY FOR OVER 800 RESIDENTS IN THE SANTLUZ COMMUNITY BY PROVIDING VARIOUS EVENTS AND ACTIVITIES THROUGHOUT THE YEAR. THE ASSOCIATION ALSO SPONSORS AND COORDINATES SPORTS AND RECREATIONAL ACTIVITIES AND LEAGUES FOR THE SANTALUZ COMMUNITY. TO HOST AND MANAGE AN ELECTRONIC TOWNHALL, LIBRARY AND COMMUNICATIONS CENTER FOR THE BENEFIT OF THE MEMBERS OF THE SANTALUZ COMMUNITY. ON-SITE STAFF IS AVAILABLE TO PROVIDE INFORMATION FOR NEW AND EXISTING MEMBERS OF THE 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 $352,335

Investment Income $11,820

Other Revenue $117,747

TOTAL REVENUE $481,902

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $382,514

Other Expenses $456,430

TOTAL EXPENSES $456,430

Year-over-Year Comparison

	2024	2023	Change
Revenue	$481,902	$505,537	0.0%
Expenses	$456,430	$744,286	-0.4%
Net Income	$25,472	$-238,749	-1.1%

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
NICK COHENMEYER	DIRECTOR-AT-	3.00	Director	$0	$0	$0
GRETCHEN PAGNOTTA	SMA REPRESEN	3.00	Director	$0	$0	$0
NIQUE WALUK	DIRECTOR-AT-	3.00	Director	$0	$0	$0
BRUCE BLACKFORD	SECRETARY	3.00	Officer	$0	$0	$0
ANN HEIN	PRESIDENT	3.00	Officer	$0	$0	$0
ADINA ROBERTS	CFO	3.00	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	$481,902	$456,430	$433,562	$25,472
2024	$505,537	$744,286	$435,156	$-238,749
2023	$496,559	$734,452	$647,887	$-237,893

SANTALUZ COMMUNITY COUNCIL