La Hacienda Subdivision Trustees (EIN 430668227) - 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

1923

Legal Domicile

Principal Officer

Joanne Mcandrews

Phone

3149941696

Tax Period

2019-09-01 to 2020-08-31

La Hacienda Subdivision Trustees, founded in 1923, is a small nonprofit that reported $337K in total revenue in fiscal year 2019. Revenue surged 716% from the prior year, signaling strong growth momentum. The organization ran a surplus of $79K, a strong 23% operating margin.

Mission

The Trustees of LaHacienda Subdivision are charged with the responsibility of maintaining a residential subdivision located in St. Louis County, Missouri. The Subdivision was created in the 1920s. It is governed by a set of indentures. The Trustees are charged with enforcing the terms of the indentures, maintaining the streets of the Subdivision (all of which are open to the public) and the common grounds, on part of which is located an entrance monument. None of the Subdivision's funds are used to maintain any of the private homes, driveways, or yards.

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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 (2019)

Revenue Breakdown

Contributions & Grants $337,110

Program Service Revenue $0

Investment Income $59

Other Revenue $0

TOTAL REVENUE $337,169

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $441

Program Expenses $253,419

Other Expenses $258,410

TOTAL EXPENSES $258,410

Year-over-Year Comparison

	2019	2018	Change
Revenue	$337,169	$41,320	+7.2%
Expenses	$258,410	$26,816	+8.6%
Net Income	$78,759	$14,504	+4.4%

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

N/A

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
Joanne Mcandrews	Trustee	4.00	Director	$0	$0	$0
Albert Gallardo	Trustee	2.00	Director	$0	$0	$0
Amber Ott	Trustee	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
2020	$337,169	$258,410	$122,981	$78,759

La Hacienda Subdivision Trustees