IMPERIAL HOMEOWNERS ASSOCIATION INC (EIN 465441509) - 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

2014

Legal Domicile

Principal Officer

JERRY ULKE

Phone

2818576027

Tax Period

2023-01-01 to 2023-12-31

IMPERIAL HOMEOWNERS ASSOCIATION INC, founded in 2014, is a community nonprofit in the Housing & Shelter sector that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $1.8M left a modest 7% surplus.

Mission

TO PROVIDE STREETLIGHTS, LANDSCAPE MAINT., MAINTAIN PARKS & RECREATIONAL AREAS, SECURITY AND PEST CONTROL - ALL FOR THE BENEFIT 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,051,034

Investment Income $447

Other Revenue $866,156

TOTAL REVENUE $1,917,637

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,732,731

Other Expenses $1,778,568

TOTAL EXPENSES $1,778,568

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,917,637	$1,725,433	+0.1%
Expenses	$1,778,568	$1,686,705	+0.1%
Net Income	$139,069	$38,728	+2.6%

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
JERRY ULKE	PRESIDENT	2.00	Officer Director	$0	$0	$0
KIM NIESE	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID HOGUE	TREASURER	2.00	Officer 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
2023	$1,917,637	$1,778,568	$203,619	$139,069
2022	$1,725,433	$1,686,705	$377,115	$38,728
2021	$1,695,245	$1,593,957	$198,048	$101,288
2020	$1,435,024	$1,507,595	$160,473	$-72,571
2019	$1,393,446	$1,372,516	$173,851	$20,930
2018	$944,376	$1,091,758	$106,021	$-147,382

IMPERIAL HOMEOWNERS ASSOCIATION INC