WAGON WHEEL CANYON COMMUNITY ASSOCIATION (EIN 330668635) - 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

1995

Legal Domicile

Principal Officer

SCOTT BERG

Phone

9494500202

Tax Period

2024-05-01 to 2025-04-30

WAGON WHEEL CANYON COMMUNITY ASSOCIATION, founded in 1995, is a small nonprofit in the Environment sector that reported $648K in total revenue in fiscal year 2024. Expenses of $610K left a modest 6% surplus.

Mission

PROVIDE & PRESERVE CIVIC BETTERMENTS, SOCIAL IMPROVEMENTS, & ARCHITECTURAL BEAUTY OF & FOR 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 $647,516

Investment Income $575

Other Revenue $0

TOTAL REVENUE $648,091

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $457,556

Other Expenses $609,850

TOTAL EXPENSES $609,850

Year-over-Year Comparison

	2024	2023	Change
Revenue	$648,091	$654,340	0.0%
Expenses	$609,850	$598,196	+0.0%
Net Income	$38,241	$56,144	-0.3%

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

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
LAUREN MAYBERRY	MEMBER AT LA	5.00	Officer	$0	$0	$0
SCOTT BERG	PRESIDENT	5.00	Officer	$0	$0	$0
MARTY DANKO	VICE PRESIDE	5.00	Officer	$0	$0	$0
DAVID STEVENS	SECRETARY	5.00	Officer	$0	$0	$0
JACK ROCHE	TREASURER	5.00	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	$648,091	$609,850	$716,792	$38,241
2024	$654,340	$598,196	$573,777	$56,144
2023	$561,051	$535,666	$454,679	$25,385
2022	$666,412	$683,802	$313,195	$-17,390
2021	$699,295	$717,384	$398,210	$-18,089
2020	$656,723	$752,202	$677,264	$-95,479
2019	$476,443	$358,774	$791,067	$117,669
2018	$449,718	$421,653	$680,973	$28,065

WAGON WHEEL CANYON COMMUNITY ASSOCIATION