TAMARRON HOMEOWNERS ASSN (EIN 471063346) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

CAREY ESTES

Tax Period

2023-01-01 to 2023-12-31

TAMARRON HOMEOWNERS ASSN, founded in 2014, is a community nonprofit that reported $6.2M in total revenue in fiscal year 2023. The organization ran a surplus of $928K, a strong 15% operating margin.

Mission

TO PROMOTE THE HEALTH, SAFETY AND WELFARE OF THE COMMUNITY AT LARGE

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,727,852

Program Service Revenue $0

Investment Income $64,785

Other Revenue $1,365,389

TOTAL REVENUE $6,158,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,424,124

Other Expenses $5,229,683

TOTAL EXPENSES $5,229,683

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,158,026	N/A	N/A
Expenses	$5,229,683	N/A	N/A
Net Income	$928,343	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
STEPHANIE SUAREZ	SECRETARY	2.00	Officer	$0	$0	$0
MORGAN BOWMAN	VICE PRESIDENT	2.00	Officer	$0	$0	$0
CAREY ESTES	PRESIDENT	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
2024	No data	No data	No data	No data
2023	$6,158,026	$5,229,683	$3,331,853	$928,343
2022	$3,924,792	$5,014,502	$2,716,136	$-1,089,710
2021	$4,343,842	$3,412,336	$2,259,310	$931,506
2020	$3,161,515	$3,187,193	$930,144	$-25,678
2019	$2,208,082	$2,780,336	$550,114	$-572,254
2018	$1,585,434	$2,861,765	$299,834	$-1,276,331

TAMARRON HOMEOWNERS ASSN