STAR VALLEY RANCH ASSOCIATION (EIN 510141581) - 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

1970

Legal Domicile

Principal Officer

KERI SAWDY

Phone

3078832669

Tax Period

2024-01-01 to 2024-12-31

STAR VALLEY RANCH ASSOCIATION, founded in 1970, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.9M left a modest 11% surplus.

Mission

STAR VALLEY RANCH ASSOCIATION IS A HOME OWNERS ASSOCIATION QUALIFYING AS A SOCIAL WELFARE ORGANIZATION UNDER 501(C)4. IT PROVIDES BENEFITS TO ITS MEMBERS AND THE GENERAL PUBLIC.

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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 $2,063,827

Investment Income $37,116

Other Revenue $72,728

TOTAL REVENUE $2,173,671

Expense Breakdown

Grants Paid $0

Salaries & Benefits $812,558

Fundraising Expenses $0

Program Expenses $1,251,573

Other Expenses $1,131,475

TOTAL EXPENSES $1,944,033

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,173,671	$1,987,165	+0.1%
Expenses	$1,944,033	$1,935,889	+0.0%
Net Income	$229,638	$51,276	+3.5%

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

Volunteers

100

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

$94,258

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KERI SAWDY	GENERAL MANAGER	40.00	Officer	$94,258	$0	$94,258
CAROLYN THACKER	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL WARDLE	CHAIRMAN	5.00	Officer Director	$0	$0	$0
BOBBY DICKERSON	DIRECTOR	5.00	Director	$0	$0	$0
TONY VIOLLIS	VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
MICHAEL PERRETTA	SECRETARY	5.00	Officer Director	$0	$0	$0
PATTY JUDGE	TREASURER	5.00	Officer Director	$0	$0	$0
GEORGE TOOLSON	DIRECTOR	5.00	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
2024	$2,173,671	$1,944,033	$5,443,533	$229,638
2023	$1,987,165	$1,935,889	$5,072,269	$51,276
2022	$1,780,593	$1,713,869	$4,949,434	$66,724
2021	$1,761,026	$1,802,496	$4,919,848	$-41,470
2020	$1,632,555	$1,606,984	$5,145,115	$25,571
2019	$1,458,191	$1,276,559	$4,686,260	$181,632
2018	$1,454,310	$1,239,725	$3,338,663	$214,585

STAR VALLEY RANCH ASSOCIATION