SAN ELIJO HILLS COMMUNITY ASSOCIAT… - Form 990 Financial Data

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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

1999

Legal Domicile

Principal Officer

LINDSEY BONNER-SMITH

Phone

8584950900

Tax Period

2024-01-01 to 2024-12-31

SAN ELIJO HILLS COMMUNITY ASSOCIATION, founded in 1999, is a community nonprofit in the Housing & Shelter sector that reported $3.6M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $4.1M exceeded revenue, resulting in a 11% operating deficit.

Mission

TO PROMOTE THE ENHANCEMENT OF COMMUNITY VALUES.

Program Service Accomplishments

Program 1

Expenses: $3,373,502 Revenue: $3,168,347

THE ASSOCIATION ACHIEVES ITS GOALS OF MAINTAINING AND PRESERVING THE COMMUNITY'S COMMON AREAS VIA VOLUNTEER COMMITTEES, FORUMS AND AN OUTSIDE MANAGEMENT COMPANY.

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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 $3,168,347

Investment Income $481,013

Other Revenue $0

TOTAL REVENUE $3,649,360

Expense Breakdown

Grants Paid $0

Salaries & Benefits $132,678

Fundraising Expenses $0

Program Expenses $3,373,502

Other Expenses $3,930,382

TOTAL EXPENSES $4,063,060

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,649,360	$3,875,870	-0.1%
Expenses	$4,063,060	$3,960,215	+0.0%
Net Income	$-413,700	$-84,345	+3.9%

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
TIM HOLCOMBE	DIRECTOR	2.00	Director	$0	$0	$0
LINDSEY BONNER-SMITH	PRESIDENT	2.00	Officer	$0	$0	$0
MELISSA BUSTARDE	VICE PRESIDE	2.00	Officer	$0	$0	$0
ELLIOT HERMAN	TREASURER	2.00	Officer	$0	$0	$0
JOAN HAWKINS	SECRETARY	2.00	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	No data	No data	No data	No data
2024	$3,649,360	$4,063,060	$10,831,476	$-413,700
2023	$3,875,870	$3,960,215	$10,356,754	$-84,345
2022	$3,585,111	$4,164,401	$10,075,273	$-579,290
2021	$3,729,017	$3,931,016	$10,620,492	$-201,999
2020	$3,411,068	$3,438,254	$10,954,859	$-27,186
2019	$3,044,109	$2,906,983	$10,800,488	$137,126
2018	$3,450,781	$3,054,580	$10,077,264	$396,201

SAN ELIJO HILLS COMMUNITY ASSOCIATION